Grundläggande statistik
| Institutionella ägare | 744 total, 742 long only, 0 short only, 2 long/short - change of 12,24% MRQ |
| Genomsnittlig portföljallokering | 0.0934 % - change of 78,06% MRQ |
| Institutionella aktier (lång) | 166 033 333 (ex 13D/G) - change of 1,41MM shares 26,64% MRQ |
| Institutionellt värde (lång) | $ 7 675 643 USD ($1000) |
Institutionellt ägande och aktieägare
Global X Funds - Global X U.S. Infrastructure Development ETF (MX:PAVE) har 744 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 166,033,333 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Bank Of Montreal /can/, Morgan Stanley, Harel Insurance Investments & Financial Services Ltd., LPL Financial LLC, Jpmorgan Chase & Co, Envestnet Asset Management Inc, CIBC Bancorp USA Inc., CIBC Private Wealth Group, LLC, and Wells Fargo & Company/mn .
Global X Funds - Global X U.S. Infrastructure Development ETF (BMV:PAVE) 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
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 500 | 0,00 | 25 | 8,70 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 14 042 | 714 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 23 829 | 11,45 | 1 211 | 18,51 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 329 | −20,72 | 17 | −15,79 | ||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 95 387 | 3,67 | 4 847 | 10,24 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 1 221 025 | 1,31 | 62 040 | 7,71 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 4 637 | 9,60 | 236 | 16,34 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 165 898 | 353,73 | 8 429 | 382,48 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 29 934 | −1,05 | 1 521 | 5,19 | ||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 28 303 | −4,18 | 1 438 | 143 700,00 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 61 885 | 68,22 | 3 144 | 78,84 | ||||
| 2026-05-06 | 13F | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 229 190 | 0,00 | 11 645 | 5,59 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1 054 | −3,66 | 54 | −3,57 | ||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 10 151 | 0,50 | 516 | 6,85 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 43 | 0,00 | 2 | 0,00 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 14 259 | 26,52 | 725 | 34,57 | ||||
| 2026-05-04 | 13F | Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 62 840 | 33,39 | 3 193 | 41,36 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 115 992 | 5,92 | 5 894 | 12,61 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 14 302 | 1,38 | 727 | 7,72 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 6 028 | 306 | ||||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 4 800 | 0,00 | 244 | 6,11 | ||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 28 467 | −4,77 | 1 446 | 1,26 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 9 185 | 0,00 | 467 | 6,39 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 136 414 | −38,18 | 6 931 | −34,27 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 15 039 | 54,26 | 777 | 67,10 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 8 460 | 5,98 | 430 | 12,60 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 18 702 | 42,70 | 950 | 51,76 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 309 | 16 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 25 866 | 1 314 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 204 254 | −0,43 | 10 378 | 5,87 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 7 700 | 60,42 | 391 | 70,74 | |||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-08 | 13F | AAFMAA Wealth Management & Trust LLC | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 1 884 | 181,19 | 96 | 196,88 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 19 102 | 971 | ||||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 4 767 | 0,00 | 268 | 2,68 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 274 026 | 1,56 | 13 923 | 7,98 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 120 731 | 0,36 | 6 134 | 6,27 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 537 | 0,00 | 0 | |||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 5 056 | 0,56 | 257 | 6,67 | ||||
| 2026-05-06 | 13F | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 647 770 | 0,00 | 32 913 | 5,60 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 7 933 | −25,87 | 403 | −21,14 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 26 310 | 1 337 | ||||||
| 2026-04-30 | 13F | LRI Investments, LLC | 26 392 | −7,90 | 1 341 | −2,12 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 566 157 | 1,22 | 27 011 | 1,39 | ||||
| 2026-05-15 | 13F | MGO Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 800 | 0,00 | 41 | 5,26 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Banque Cantonale Vaudoise | 1 157 | 0,00 | 59 | 7,27 | ||||
| 2026-04-06 | 13F | CX Institutional | 162 205 | −35,51 | 8 | −33,33 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 9 775 | 22,57 | 497 | 30,18 | ||||
| 2026-02-12 | 13F | Strive Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 70 397 | −3,03 | 3 577 | 3,08 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 75 537 | 43,91 | 3 838 | 53,03 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 210 477 | 0,73 | 10 694 | 7,09 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 4 060 | 206 | ||||||
| 2026-05-08 | 13F | Highview Capital Management LLC/DE/ | 5 992 | 304 | ||||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 18 200 | 925 | ||||||
| 2026-01-28 | 13F | Cabana Llc | 0 | −100,00 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 69 338 | 33,84 | 3 584 | 44,81 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1 392 | 67 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 24 209 769 | −1,76 | 1 230 098 | 4,45 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 83 786 | −0,33 | 4 257 | 5,97 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 11 916 | −95,20 | 605 | −94,90 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1 079 818 | −5,75 | 51 604 | 95 462,96 | ||||
| 2026-05-15 | 13F | EFG International AG | 82 000 | −1,80 | 4 166 | 4,41 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 4 525 | 247 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 34 703 | −3,31 | 1 763 | 2,80 | ||||
| 2026-05-13 | 13F | Invst, LLC | 26 106 | −2,46 | 1 326 | 3,67 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 1 098 | 54,21 | 56 | 61,76 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 110 | −88,02 | 6 | −86,05 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 30 | 0,00 | 2 | 0,00 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 14 612 | −8,37 | 742 | −2,62 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 137 667 | −0,44 | 6 915 | 4,13 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 10 378 | 2,06 | 527 | 8,66 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 837 150 | 6,71 | 42 536 | 13,45 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 1 205 | 0,67 | 61 | 7,02 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 30 084 | 5,90 | 1 529 | 4,59 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 12 213 | 66,62 | 621 | 77,14 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 4 211 | 0,00 | 201 | 0,00 | ||||
| 2026-04-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 15 317 | −0,65 | 778 | 5,71 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 6 410 678 | 35,35 | 315 341 | 39,31 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 5 337 | −0,54 | 271 | 5,86 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 800 | 0,00 | 41 | 5,26 | ||||
| 2026-04-21 | 13F | WT Wealth Management | 100 857 | 12,82 | 5 125 | 19,94 | ||||
| 2026-04-08 | 13F | Exchange Bank | 10 894 | 63,79 | 554 | 74,45 | ||||
| 2026-05-15 | 13F | Cavalier Investments, LLC | Call | 100 000 | 5 081 | |||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 5 192 | 286 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 5 052 | 0,00 | 257 | 6,22 | ||||
| 2026-05-05 | 13F | Vectors Research Management, LLC | 43 213 | 2 196 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 28 758 | 11,35 | 1 461 | 18,40 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 10 198 | −0,23 | 518 | 6,15 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 101 | 5,21 | 5 | 25,00 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 2 684 | 0,00 | 136 | 6,25 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 94 | 5 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 65 343 | 3 | ||||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 8 304 | 0,07 | 422 | 6,31 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 128 447 | 8,72 | 6 526 | 15,61 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 520 | 0,78 | 26 | 8,33 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 64 740 | 24,18 | 3 289 | 32,04 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 891 | 0,00 | 45 | 7,14 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 650 | 0 | ||||||
| 2026-01-28 | 13F | Old National Bancorp /in/ | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 3 969 | 202 | ||||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 1 625 956 | 8,83 | 82 615 | 15,70 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 156 752 | 2,82 | 7 965 | 9,32 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 28 243 | 9,60 | 1 435 | 16,57 | ||||
| 2026-05-14 | 13F | Thryve Wealth Management Llc | 162 940 | 3,56 | 8 279 | 10,09 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 55 | 3 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 35 890 | 6,35 | 1 824 | 13,09 | ||||
| 2026-05-11 | 13F | Lummis Asset Management, LP | 70 | 0,00 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 185 | 0,00 | 9 | 12,50 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 7 143 | −21,33 | 395 | −15,63 | ||||
| 2026-01-21 | 13F | Heritage Oak Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 115 273 | 0,62 | 5 857 | 7,00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 362 195 | 5,07 | 18 403 | 11,71 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 3 000 | −11,76 | 152 | −6,17 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 16 141 | −5,82 | 1 | |||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 671 | 294,71 | 34 | 325,00 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 5 099 | −5,84 | 259 | 0,39 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 6 500 | 0,00 | 330 | 0,00 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 282 611 | 0,29 | 14 359 | −0,32 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 10 469 | −3,43 | 532 | 2,51 | ||||
| 2026-04-21 | 13F | Maseco Llp | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 200 | 0,00 | 10 | 11,11 | ||||
| 2026-05-13 | 13F | Peck Wealth Management, LLC | 48 740 | 2,25 | 2 476 | 8,74 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 29 684 | −2,60 | 1 508 | 3,57 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 11 279 | 0,00 | 573 | 6,31 | ||||
| 2026-05-06 | 13F | Morgan Dempsey Capital Management Llc | 545 | 0,00 | 28 | 3,85 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 50 560 | 2 787 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 234 | 13 | ||||||
| 2026-04-30 | 13F | Cookson Peirce & Co Inc | 17 245 | 4,24 | 876 | 10,89 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 983 958 | −0,66 | 54 580 | 10,28 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 5 768 | 0,09 | 293 | 6,55 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 168 318 | −4,32 | 9 | 0,00 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 94 045 | 4 439 | ||||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 1 005 | 51 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 27 781 | 13,40 | 1 116 | −4,70 | ||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 7 385 | 0,00 | 375 | 6,53 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 333 425 | 93,73 | 16 941 | 105,99 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 379 930 | 2,27 | 19 304 | 8,74 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 60 | 100,00 | 3 | 200,00 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 37 983 | 118,68 | 1 930 | 132,41 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 76 | 0,00 | 4 | 0,00 | ||||
| 2026-01-30 | 13F | Turning Point Benefit Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 10 876 | −1,32 | 553 | 4,94 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 4 500 | 0,00 | 229 | 5,56 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 107 127 | −0,09 | 5 155 | 0,94 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 90 990 | 15,59 | 4 623 | 22,92 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Bank Hapoalim Bm | 117 840 | 34,15 | 6 | 25,00 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 2 695 326 | 300,01 | 136 950 | 325,29 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 7 088 | −22,25 | 360 | −17,24 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 2 290 | 0,00 | 116 | 6,42 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 76 | 0,00 | 4 | 0,00 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 380 581 | 14,52 | 19 | 26,67 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 9 116 | 18,74 | 463 | 26,50 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 228 | −18,57 | 12 | −15,38 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 4 351 | −58,21 | 208 | −58,18 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 5 541 | 282 | ||||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 156 | 8 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 120 | 0 | ||||||
| 2026-05-15 | 13F | Trask Adam Roland | 300 | 15 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 24 099 | 124,62 | 1 224 | 139,06 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 92 | 0,00 | 5 | 0,00 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 95 | 0,00 | 5 | 0,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 274 142 | 32,13 | 13 647 | 37,64 | ||||
| 2026-04-10 | 13F | Finivi Inc. | 15 093 | 0,02 | 767 | 6,24 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 3 000 | 152 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 90 936 | −0,56 | 4 620 | 5,72 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 17 993 | 10,35 | 914 | 17,33 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 63 | 0,00 | 3 | 0,00 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 33 461 | −6,66 | 1 700 | −0,76 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 195 | 0,00 | 10 | 0,00 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 5 200 | 0,00 | 264 | 6,45 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 5 861 | 0,00 | 280 | 0,36 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 20 | 1 | ||||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 6 812 | −9,02 | 346 | −3,08 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 3 935 893 | 14,97 | 199 776 | 22,52 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 23 639 | −13,26 | 1 201 | −8,39 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 11 890 | −1,65 | 604 | 4,68 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 19 310 | 0,31 | 981 | 6,75 | ||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 11 712 | 0,00 | 595 | 6,44 | ||||
| 2026-02-17 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 4 383 | 223 | ||||||
| 2026-05-13 | 13F | Laffer Investments | 10 000 | 508 | ||||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 768 | 0,00 | 39 | 8,33 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Security National Bank | 3 790 | −0,71 | 193 | 5,49 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 16 695 | 33,86 | 848 | 42,04 | ||||
| 2026-05-14 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 26 275 | 7,30 | 1 335 | 14,10 | ||||
| 2026-04-22 | 13F | Quattro Financial Advisors Llc | 3 937 | 200 | ||||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 49 547 | 2 517 | ||||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 607 | 0,33 | 31 | 7,14 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 4 571 | 26,17 | 232 | 34,10 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 129 724 | 45,29 | 4 013 | −10,96 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 5 401 | 0,00 | 274 | 6,20 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 250 | 0,00 | 13 | 9,09 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 49 | 0 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | BankPlus Trust Department | 1 880 | 0,00 | 96 | 6,74 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 14 502 | −0,19 | 737 | −1,34 | ||||
| 2026-04-15 | 13F | Peoples Bank/KS | 4 050 | 206 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 1 182 | 0,00 | 60 | 7,14 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 17 141 | −55,40 | 871 | −52,61 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 26 832 | −9,27 | 1 364 | −3,54 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 4 350 | 0,05 | 221 | 6,76 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 28 941 | −21,29 | 1 470 | −16,33 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 71 887 | −25,24 | 3 653 | −20,52 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 758 | 5,57 | 39 | 11,76 | ||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 5 352 | 4,59 | 272 | −4,24 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 31 432 | 1 597 | ||||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 8 404 | 7,69 | 403 | 8,63 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 184 315 | 1,15 | 9 365 | 6,25 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 26 329 | 0,91 | 1 338 | 7,30 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 2 110 | 107 | ||||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 102 051 | −1,24 | 5 185 | 4,56 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 29 078 | 2,37 | 1 477 | 8,77 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 37 141 | 5,16 | 1 887 | 11,86 | ||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 7 951 | −33,58 | 404 | −29,55 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Alaska Permanent Capital Management | 78 898 | 4 009 | ||||||
| 2026-05-14 | 13F | Strategic Advisors LLC | 9 628 | −5,60 | 489 | 0,41 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 4 155 | 211 | ||||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 9 382 | 0,67 | 477 | 6,97 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 33 336 | 0,01 | 1 694 | 6,34 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 39 080 | 0,00 | 1 872 | 0,81 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 651 | −21,09 | 33 | −15,38 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 800 | 0,00 | 41 | 5,26 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 37 032 | −62,20 | 1 882 | −59,82 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 6 918 | 7,01 | 352 | 13,96 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 37 567 | −9,24 | 1 909 | −3,54 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 53 000 | 35,36 | 2 693 | 43,88 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 925 | 47 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 6 545 | 0,00 | 333 | 6,41 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 2 545 | 0,00 | 111 | −9,09 | ||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 359 306 | 18 256 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 19 848 | 55,03 | 1 008 | 64,98 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 2 443 | 0,00 | 124 | 6,90 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 86 | 72,00 | 4 | 100,00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 3 728 | −45,53 | 189 | −42,20 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 49 520 | 3,84 | 2 367 | 4,18 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 193 855 | 10,48 | 9 850 | 17,46 | ||||
| 2026-05-04 | 13F | 5th Street Advisors, LLC | 158 430 | 4,42 | 8 050 | 11,01 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 4 408 | 0,41 | 224 | 6,70 | ||||
| 2026-01-27 | 13F | DSG Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Destination Wealth Management | 630 654 | −0,95 | 32 044 | 5,31 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 9 330 | 50,12 | 474 | 59,60 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 9 658 | 7,03 | 491 | 13,69 | ||||
| 2026-01-14 | 13F | Exchange Traded Concepts, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 470 | 24 | ||||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 32 235 | 627,32 | 1 638 | 675,83 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 5 135 | 0,65 | 261 | 7,00 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 6 492 | 16,93 | 330 | 24,15 | ||||
| 2026-05-12 | 13F | Chicago Wealth Management, Inc. | 195 365 | 9 926 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 50 184 | 142,00 | 2 550 | 157,21 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 7 659 | 2,70 | 389 | 9,27 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 41 712 | 16,34 | 2 119 | 23,70 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 24 109 | −1,77 | 1 225 | −8,79 | ||||
| 2026-05-14 | 13F | Morse Asset Management, Inc | 76 | 35,71 | 4 | 50,00 | ||||
| 2026-05-12 | 13F | Channel Wealth Llc | 4 096 | 208 | ||||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 450 | 0,00 | 23 | 4,76 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 610 656 | 8,06 | 81 837 | 14,88 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 83 250 | 135,10 | 4 230 | 149,94 | ||||
| 2026-05-06 | 13F | Avalon Trust Co | 671 | −59,84 | 34 | −56,96 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 538 | −4,61 | 27 | 3,85 | ||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 88 760 | −0,22 | 4 510 | 6,07 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 22 339 | 26,22 | 1 135 | 34,32 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 295 | 45,32 | 15 | 55,56 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 17 013 | 875 | ||||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 556 | 28 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 82 632 | 4,37 | 4 199 | 10,97 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 297 545 | 31,67 | 65 928 | 39,99 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 129 135 | 2,92 | 6 561 | 9,42 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 5 437 | 21,20 | 276 | 28,97 | ||||
| 2026-05-11 | 13F | Phoenix Holdings Ltd. | 131 000 | 0,00 | 5 105 | 0,00 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 82 125 | −9,87 | 4 173 | −4,18 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 235 | 0,00 | 12 | 0,00 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 8 705 | −0,54 | 442 | 5,74 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 6 787 | −9,74 | 0 | |||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 294 | 0,00 | 15 | 0,00 | ||||
| 2026-01-16 | 13F | Compagnie Lombard Odier SCmA | 0 | 0 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 8 675 381 | 13,73 | 440 796 | 20,92 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 1 079 | 509,60 | 55 | 575,00 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 9 972 | −20,79 | 501 | −17,87 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 440 804 | −10,34 | 22 | −4,35 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 4 285 | 0,54 | 218 | 6,90 | ||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 7 820 | 1,51 | 397 | 7,88 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 544 594 | 16,14 | 27 671 | 23,48 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 43 988 | 2 235 | ||||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 153 554 | 1,97 | 7 802 | 7,67 | ||||
| 2026-01-07 | 13F | Envision Financial LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 30 548 | 307,31 | 1 552 | 333,52 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 31 724 | 1,28 | 1 612 | 7,62 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 767 | 0,66 | 39 | 5,56 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 10 000 | −42,04 | 508 | −38,35 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 91 163 | 2 375,91 | 4 632 | 2 546,29 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 17 372 | 883 | ||||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 448 | 0,45 | 23 | 4,76 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 20 070 | −42,49 | 1 020 | −38,87 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 5 115 | 260 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 81 439 | 4,94 | 4 138 | 11,57 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 4 473 | 0,63 | 227 | 7,08 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 35 | 2 | ||||||
| 2026-04-07 | 13F | Eastern Bank | 44 | 2 | ||||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 281 | 14 | ||||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 11 349 | −35,50 | 577 | −31,43 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 16 300 | 828 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 21 260 | 73,52 | 1 080 | 84,62 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 545 | 0,00 | 28 | 3,85 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 8 406 | 8,21 | 427 | 15,09 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 31 972 | −0,14 | 1 653 | 7,97 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 1 816 958 | 2,99 | 92 320 | 8,87 | ||||
| 2026-04-28 | 13F | LWM Advisory Services, LLC | 7 249 | −47,18 | 368 | −43,82 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 40 600 | 119,46 | 2 063 | 133,26 | |||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 12 729 | −0,15 | 1 | |||||
| 2026-04-08 | 13F | Warner Financial, Inc | 5 843 | 0,31 | 297 | |||||
| 2026-05-04 | 13F | Entelevest, LLC | Call | 100 | 5 | |||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 6 292 | 1,80 | 320 | 8,14 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 7 575 | 29,95 | 385 | 38,13 | ||||
| 2026-05-15 | 13F | Fmr Llc | 82 421 | 11,30 | 4 188 | 18,31 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 137 777 | 5,44 | 7 000 | 12,11 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 15 260 | 44,59 | 1 | |||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 37 615 | 3,89 | 1 911 | 10,46 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 15 279 | 8,33 | 776 | 15,13 | ||||
| 2026-05-15 | 13F | Ameraudi Asset Management, Inc. | 8 519 | −39,77 | 433 | −36,00 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 15 703 | 3,70 | 798 | 10,24 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1 617 | −4,43 | 77 | −3,75 | ||||
| 2026-02-05 | 13F | Cardinal Point Capital Management, ULC | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Provident Co of the Employees of the Hebrew University LTD | 103 955 | 60,30 | 5 282 | 69,26 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 265 338 | −2,22 | 13 482 | 3,96 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 6 | −93,55 | ||||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 4 759 | 0,30 | 242 | 6,64 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 688 | 0,00 | 35 | 6,25 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 14 756 | 9,35 | 750 | 16,30 | ||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 6 097 | −5,52 | 0 | |||||
| 2026-04-28 | 13F | Whittier Trust Co | 9 689 | 0,00 | 498 | 2,89 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 13 348 | −22,71 | 678 | −17,82 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 21 834 | 0,39 | 1 109 | 6,02 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 26 | 0,00 | 1 | 0,00 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 27 436 | 1 394 | ||||||
| 2026-05-14 | 13F | Main Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1 107 | 0,00 | 56 | 7,69 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 4 669 | 2,17 | 237 | 8,72 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 14 723 | −2,02 | 748 | 3,03 | ||||
| 2026-05-14 | 13F | Stamos Capital Partners, L.p. | 94 151 | 1,23 | 4 784 | 7,63 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 1 567 475 | 46,03 | 79 643 | 55,26 | ||||
| 2026-05-05 | 13F | Gentry Private Wealth, Llc | 4 224 | 0,00 | 215 | 6,47 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 23 133 | 69,86 | 1 175 | 79,39 | ||||
| 2026-04-27 | 13F | Byrne Financial Freedom, Llc | 59 279 | −14,44 | 3 012 | −9,06 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 36 475 | 624,14 | 1 853 | 672,08 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 20 308 | −0,44 | 1 032 | 5,85 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 225 | −92,49 | 11 | −92,31 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 5 915 | 0,00 | 301 | 6,38 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 25 499 439 | 3,67 | 1 295 627 | 10,23 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 62 123 | 6,51 | 3 156 | 13,24 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 3 652 125 | 6,70 | 174 535 | 7,06 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 572 | 0,00 | 29 | 7,41 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 17 496 | 2,47 | 889 | 8,82 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 25 880 | 10,47 | 1 315 | 17,43 | ||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 10 530 | −12,47 | 535 | −6,79 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 2 205 | 0,00 | 112 | 6,67 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 567 871 | 5,98 | 28 854 | 12,67 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 1 968 466 | 2,66 | 100 018 | 9,14 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 1 943 | 0,00 | 99 | 6,52 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 4 539 | 0,11 | 231 | 6,48 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 6 904 | 351 | ||||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 8 284 | −5,69 | 421 | 0,24 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 4 400 | −39,60 | 224 | −36,29 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 82 869 | −11,94 | 4 211 | −6,38 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 13 549 | 0,39 | 688 | 6,67 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 102 288 | 30,82 | 5 197 | 39,11 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 6 318 | 1,64 | 302 | 1,69 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 46 328 | −31,18 | 2 354 | −26,86 | ||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 7 355 | 1 514 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 28 586 | 4,30 | 1 452 | 10,92 | ||||
| 2026-04-15 | 13F | Peddock Capital Advisors, Llc | 89 379 | 2,99 | 4 541 | 9,50 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 1 500 | 0,00 | 71 | 9,23 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 62 | 3 | ||||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 206 896 | 0,84 | 10 512 | 7,22 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 17 160 | 5,15 | 872 | 11,81 | ||||
| 2026-04-13 | 13F | Elm3 Financial Group, LLC | 10 212 | 10,86 | 519 | 17,73 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 9 073 | 461 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 45 683 | 52,29 | 2 321 | 61,97 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 16 118 | 21,88 | 819 | 29,64 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 228 | 12 | ||||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 5 130 | 21,45 | 261 | 29,35 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 4 999 | 0,46 | 254 | 7,17 | ||||
| 2026-05-12 | 13F | Vestcor Inc | 9 170 | 3,09 | 0 | |||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1 202 779 | 23,82 | 61 126 | 31,57 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 133 962 | 2,85 | 6 854 | 10,16 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 455 | 23 | ||||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 63 | 3 | ||||||
| 2026-05-15 | 13F | Rothschild Capital Partners, LLC | 24 353 | 1 237 | ||||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 4 532 | −2,58 | 230 | 3,60 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 4 579 | 233 | ||||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 1 493 832 | 132,54 | 76 | 150,00 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 31 813 | −13,67 | 1 616 | −8,23 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 262 | 0,00 | 13 | 8,33 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 12 071 | 613 | ||||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 717 | 12,56 | 36 | 20,00 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 518 | 0,58 | 26 | 8,33 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 17 597 | 0,00 | 894 | 6,43 | ||||
| 2026-01-22 | 13F | Hager Investment Management Services, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 15 268 | −3,29 | 842 | 4,34 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 10 049 | −6,16 | 511 | −0,20 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 1 018 309 | −0,87 | 51 740 | 5,40 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 62 541 | −4,85 | 3 178 | 1,15 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 876 826 | 69,53 | 44 552 | 79,01 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 261 279 | 1,26 | 13 276 | 6,93 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 4 385 | −10,24 | 223 | −4,72 | ||||
| 2026-05-07 | 13F | Bard Associates Inc | 14 141 | −12,73 | 719 | −7,47 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 44 201 | 6,81 | 2 246 | 13,56 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 4 947 | 251 | ||||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 273 | 0,00 | 14 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 875 996 | 16,92 | 44 509 | 24,31 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 4 000 | 0,00 | 203 | 5,73 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 5 613 | −12,05 | 289 | −9,43 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 43 186 | 7,00 | 2 194 | 13,80 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 6 289 | −3,97 | 320 | 2,24 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 35 947 | 558,37 | 1 826 | 602,31 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 30 081 | 1,39 | 1 528 | 7,83 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 421 | −94,46 | 20 | −94,48 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 500 | 25 | ||||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Intrepid Financial Planning Group LLC | 25 543 | −0,86 | 1 298 | 5,36 | ||||
| 2026-04-15 | 13F | Avondale Wealth Management | 6 828 | 3,96 | 347 | 10,54 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 393 120 | 2,44 | 19 974 | 8,92 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 27 565 | −0,36 | 1 401 | 5,90 | ||||
| 2026-04-28 | 13F | Nvest Financial, LLC | 48 323 | 31,01 | 2 455 | 39,33 | ||||
| 2026-05-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 1 871 750 | 0,00 | 95 | 6,74 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 26 616 | −14,43 | 1 | 0,00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 67 889 | 581,82 | 3 449 | 626,11 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 486 | −37,77 | 25 | −35,14 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 70 233 | −28,05 | 3 612 | −25,05 | ||||
| 2026-05-20 | 13F | Norris Financial Group, LLC | 36 420 | 3,84 | 1 850 | 10,38 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Foresight Capital Management Advisors, Inc. | 39 243 | −3,47 | 1 987 | 2,27 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 22 575 | 0,00 | 1 147 | 6,40 | ||||
| 2026-05-13 | 13F | Fund Advisors of America Inc/FL | 5 512 | −0,51 | 280 | 6,06 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 4 000 | 0,00 | 203 | 6,28 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 7 367 | −0,93 | 0 | |||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 614 | −24,48 | 34 | −20,93 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 319 338 | −48,90 | 16 226 | −45,67 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 105 | 0,00 | 5 | 0,00 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 30 885 | 111,95 | 1 569 | 125,43 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 9 344 | 4,12 | 475 | 10,72 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 13 047 | −29,76 | 741 | −22,51 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 63 | 1 475,00 | 3 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 21 217 | 67,12 | 1 078 | 77,89 | ||||
| 2026-01-29 | 13F | RMG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 7 135 | −21,52 | 363 | −16,59 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 70 693 | 108,53 | 4 | 200,00 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 47 247 | 8,61 | 2 668 | 25,14 | ||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 20 682 | −29,97 | 1 051 | −25,58 | ||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 16 557 | 16,90 | 841 | 24,41 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 18 417 | −4,14 | 936 | 1,85 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 4 420 | −3,41 | 225 | 2,75 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 6 113 | −6,98 | 311 | −1,59 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 80 | 4 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 40 899 | −57,28 | 2 078 | −54,58 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 2 370 | −7,78 | 120 | −1,64 | ||||
| 2026-04-10 | 13F | Lake Hills Wealth Management, LLC | 109 212 | −15,20 | 5 549 | −9,83 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 20 129 | 10,51 | 1 023 | 17,47 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 4 257 | 0 | ||||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 9 809 | 498 | ||||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 6 528 | 0,00 | 332 | 5,41 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 5 279 | 0,44 | 252 | 0,80 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 18 706 | −30,30 | 950 | −25,90 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2 000 566 | −10,21 | 101 654 | −4,54 | ||||
| 2026-05-14 | 13F | Menora Mivtachim Holdings Ltd. | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 21 642 | −1,78 | 1 100 | 4,37 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 32 667 | −1,97 | 1 660 | 4,21 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 65 321 | −0,24 | 3 319 | 6,04 | ||||
| 2026-04-29 | 13F | Koa Wealth Management, LLC | 30 844 | −5,49 | 1 567 | 0,51 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 6 286 | 7,01 | 319 | 13,93 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 17 730 | 94,77 | 901 | 106,90 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 5 447 | 3,32 | 277 | 9,96 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 606 022 | 0,39 | 30 792 | 6,73 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 48 300 | −5,52 | 2 454 | 0,49 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 7 850 | 2,61 | 399 | 9,04 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 5 281 | −11,67 | 268 | −5,96 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 46 950 | 88,04 | 2 386 | 99,92 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 255 977 | 3,43 | 13 006 | 9,97 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 27 772 | 0,18 | 1 411 | 6,57 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 22 014 | −72,00 | 1 119 | −70,24 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 10 660 740 | 4,33 | 541 672 | 10,92 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 11 277 | −3,76 | 573 | 2,50 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 759 | 0,00 | 39 | 5,56 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 16 949 | 1,07 | 861 | 7,49 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 275 | 0,00 | 14 | 0,00 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 7 790 | 149,28 | 396 | 165,10 | ||||
| 2026-05-11 | 13F | Oxford Wealth Group, LLC | 64 692 | −15,38 | 3 287 | −10,05 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 7 640 | 17,50 | 388 | 25,16 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 300 | 0,00 | 15 | 7,14 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 5 556 | 282 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 181 548 | 25,20 | 9 224 | 33,12 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 10 | 0,00 | 1 | |||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 55 260 | −10,05 | 2 808 | −4,36 | ||||
| 2026-05-15 | 13F | Copley Financial Group, Inc. | 132 333 | 5,23 | 6 724 | 11,88 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 14 629 | 13,44 | 743 | 20,62 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 25 648 | 365,14 | 1 303 | 395,44 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 28 351 | 4,23 | 1 | 0,00 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 31 683 | 62,39 | 1 514 | 62,97 | ||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-19 | 13F/A | Eley Financial Management, Inc | 5 315 | 270 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1 692 | 3,68 | 86 | 10,39 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 60 779 | 6,83 | 3 088 | 12,82 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 294 | 913,79 | 15 | 1 300,00 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 6 022 | 36,28 | 306 | 44,55 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 11 081 | 12,14 | 563 | 19,28 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 273 213 | 19,73 | 13 882 | 27,29 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 20 575 | −2,53 | 1 045 | 3,67 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 66 543 | 4,71 | 3 180 | 5,09 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 40 910 | −4,47 | 2 100 | 0,43 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 100 776 | −10,34 | 5 120 | −5,33 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 4 443 | −19,36 | 226 | −14,45 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 5 071 | −4,12 | 258 | 1,98 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 182 | −26,61 | 9 | −18,18 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 5 744 | 255,23 | 275 | 255,84 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 2 044 | 0,10 | 104 | 6,19 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 20 156 | −1,96 | 1 024 | 4,28 | ||||
| 2026-04-21 | 13F | Creekside Partners | 5 015 | 0,00 | 255 | 6,28 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 4 330 | 0,00 | 220 | 6,80 | ||||
| 2026-04-10 | 13F | Connecticut Capital Management Group, LLC | 4 226 | 215 | ||||||
| 2026-05-07 | 13F | REDW Wealth LLC | 52 364 | 4,07 | 2 661 | 10,65 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 284 878 | −19,29 | 14 475 | −14,19 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 106 187 | −2,13 | 5 396 | 4,07 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 6 191 | 3,32 | 315 | 9,79 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 29 544 | 0,01 | 1 501 | 6,38 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 71 395 | −9,17 | 3 628 | −3,43 | ||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 15 620 | 76,76 | 794 | 87,91 | ||||
| 2026-04-23 | 13F | American National Bank | 88 | 0,00 | 4 | 0,00 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 28 053 | 122,94 | 1 425 | 137,10 | ||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 35 060 | −8,11 | 1 781 | −2,30 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 11 474 | 583 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 36 593 | 1 859 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 25 817 | 394,01 | 1 312 | 426,51 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 4 424 | −0,67 | 251 | 11,11 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 213 107 | 3,25 | 10 828 | 9,77 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 112 472 | 16,40 | 5 715 | 23,76 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 191 549 | −59,59 | 9 733 | −57,04 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 335 872 | 4,75 | 17 066 | 11,37 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 27 247 | 43,73 | 1 384 | 52,93 | ||||
| 2026-04-16 | 13F | Tandem Capital Management Corp /adv | 13 170 | −12,02 | 669 | −6,43 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 74 833 | 17,27 | 3 802 | 24,70 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 551 407 | 3,40 | 28 017 | 9,93 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 16 068 | −94,72 | 816 | −94,39 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 9 155 | −35,01 | 450 | −33,14 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 4 087 573 | 40,23 | 207 690 | 49,09 | ||||
| 2026-04-21 | 13F | Clarus Group, Inc. | 172 227 | −2,27 | 8 751 | 3,89 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 4 742 | 138,05 | 241 | 152,63 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 5 000 | −7,41 | 254 | −1,55 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 4 344 | 5,41 | 221 | 12,24 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 8 092 | −12,79 | 411 | −7,22 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 9 761 | 88,84 | 496 | 100,40 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 33 558 | −8,04 | 1 705 | −2,18 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 8 147 | 414 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 50 925 | −21,33 | 2 588 | −16,36 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 187 277 | −0,86 | 9 516 | 5,41 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 109 269 | 1,09 | 5 552 | 7,47 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 10 224 | −1,21 | 519 | 5,06 | ||||
| 2026-05-11 | 13F | Knuff & Co LLC | 2 500 | 0,00 | 127 | 6,72 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 82 787 | −30,57 | 4 206 | −26,18 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 220 | −31,25 | 11 | −26,67 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 21 337 | 1 084 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 776 | 0,78 | 39 | 8,33 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 16 462 | −10,47 | 836 | −4,78 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 428 | −14,57 | 22 | −8,70 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 79 127 | 88,96 | 4 020 | 101,50 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 211 277 | −0,75 | 10 736 | 5,52 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 39 410 | 8,34 | 2 002 | 15,19 | ||||
| 2026-04-24 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 19 361 | −2,87 | 984 | 3,26 | ||||
| 2026-04-10 | 13F | Novem Group | 3 963 | 201 | ||||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 69 067 | 7,92 | 3 509 | 14,75 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 206 | 0,49 | 10 | 11,11 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 219 | 0,00 | 11 | 10,00 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 11 677 | 1,33 | 593 | 7,82 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 9 031 | 459 | ||||||
| 2026-04-24 | 13F | Royal Harbor Partners, LLC | 37 602 | −5,55 | 1 911 | 0,42 | ||||
| 2026-04-10 | 13F | Eagle Wealth Strategies Llc | 7 651 | −0,95 | 389 | 5,15 | ||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 15 984 | 0,43 | 812 | 6,84 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 4 196 | −12,24 | 213 | −6,58 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 51 505 | −39,60 | 2 642 | −37,32 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 7 175 | −0,55 | 365 | 5,81 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Okabena Investment Services Inc | 12 000 | 0,00 | 610 | 6,28 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 9 007 | −16,52 | 458 | −11,26 | ||||
| 2026-01-29 | 13F | Comerica Bank | 57 823 | 8,28 | 2 763 | 8,65 | ||||
| 2026-05-15 | 13F | Sierra Capital LLC | 16 305 | 0,00 | 1 | |||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 21 818 | 112,71 | 1 109 | 126,12 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 3 750 | 0,03 | 191 | 6,15 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 5 034 | 49,07 | 256 | 58,39 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 8 938 139 | 43,26 | 454 | 51,84 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 179 531 | 91,40 | 9 122 | 103,50 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 7 678 | 51,50 | 390 | 61,16 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 17 084 | 3,85 | 868 | 10,43 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 36 029 | 5,21 | 1 831 | 11,86 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 8 488 | −1,18 | 431 | 4,36 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 82 279 | 2,12 | 4 181 | 8,57 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 42 244 | −5,18 | 2 147 | 0,80 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 570 | 29 | ||||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 10 273 | −13,41 | 522 | −7,95 | ||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 99 448 | 5 047 | ||||||
| 2026-05-13 | 13F | GSG Advisors LLC | 7 809 | 0,66 | 397 | 7,03 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 50 | 3 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 27 430 | −0,03 | 1 394 | 6,25 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 5 084 | 0,00 | 258 | 6,61 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 13 788 | 9,23 | 701 | 16,09 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 9 958 | 8,22 | 506 | 15,03 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 1 221 | 0,00 | 62 | 6,90 | ||||
| 2026-05-12 | 13F | Creative Planning | 96 428 | 32,15 | 4 899 | 40,49 | ||||
| 2026-05-12 | 13F | Holderness Investments Co | 4 761 | 0,72 | 242 | 7,11 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 18 171 | 15,69 | 923 | 23,07 | ||||
| 2026-05-13 | 13F | Kraematon Investment Advisors, Inc | 39 934 | −0,53 | 2 029 | 5,79 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 100 | 0,00 | 5 | 25,00 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 4 677 | −7,88 | 238 | −2,87 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 25 296 | 1 410 | ||||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 1 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 304 508 | 22,02 | 14 557 | 22,06 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 4 429 | 0,00 | 225 | 6,64 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 767 | 39 | ||||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 357 | 0,00 | 18 | 5,88 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 460 523 | 17,01 | 23 399 | 129 894,44 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 226 | 11 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 208 | 0,00 | 11 | 11,11 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2 250 | −12,18 | 114 | −6,56 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 28 032 | 811,91 | 1 424 | 875,34 | ||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 208 658 | 1,40 | 10 602 | 7,80 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 184 555 | −0,81 | 9 377 | −0,69 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 5 170 | 0,00 | 263 | 6,07 | ||||
| 2026-05-14 | 13F | First International Bank of Israel Ltd. | 10 862 | −48,12 | 552 | −44,90 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 3 134 | 0,77 | 159 | 7,43 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Mariner, LLC | 911 557 | 3,77 | 46 316 | 10,33 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 743 935 | −0,61 | 37 799 | 5,68 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 490 952 | −14,21 | 24 945 | −8,79 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 40 144 | −0,71 | 2 040 | 4,83 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 4 602 | 234 | ||||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 16 519 | 19,61 | 839 | 27,12 | ||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 4 027 | 205 | ||||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 744 | −3,00 | 38 | 5,56 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 7 265 | 369 | ||||||
| 2026-01-13 | 13F | Ferguson Wellman Capital Management, Inc | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 10 336 | −69,18 | 525 | −67,23 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 62 890 | −0,13 | 3 572 | 18,68 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 25 129 | 1 277 | ||||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 4 490 | 0,11 | 228 | 6,54 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 13 451 | 683 | ||||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 7 057 | 3,29 | 359 | 9,82 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 68 903 | 24,61 | 3 501 | 32,48 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 3 110 | 6,33 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 31 131 | 7,58 | 1 489 | 7,90 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 119 783 | 11,76 | 6 086 | 18,82 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | 4 155 | 211 | ||||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 40 474 | 0,01 | 2 056 | 6,03 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 12 063 | 38,42 | 613 | 46,06 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 128 131 | 2,93 | 6 510 | 9,43 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 3 715 | −39,36 | 203 | −30,82 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 19 386 | −2,66 | 985 | 3,58 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 7 481 | 4,85 | 380 | 8,88 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 15 267 | −0,74 | 776 | 5,44 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 17 107 | 869 | ||||||
| 2026-04-29 | 13F | First Interstate Bank | 763 387 | −37,06 | 38 788 | −33,09 | ||||
| 2026-05-08 | 13F | AMJ Financial Wealth Management | 11 636 | 66,37 | 591 | 76,95 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 47 269 | −2,45 | 2 402 | 3,71 | ||||
| 2026-05-05 | 13F | Lane Brothers & Co Inc | 69 248 | −6,81 | 3 519 | −0,93 | ||||
| 2026-05-05 | 13F | LOM Asset Management Ltd | 740 | −21,28 | 38 | −15,91 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 1 816 | 0,06 | 0 | |||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 10 300 | −6,69 | 523 | −0,76 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 1 133 | 58 | ||||||
| 2026-04-24 | 13F | Bayban | 787 | 0,00 | 40 | 5,41 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 665 439 | 1,58 | 33 811 | 8,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 4 300 | 218 | |||||
| 2026-04-21 | 13F | First United Bank Trust/ | 1 565 | 0,00 | 80 | 6,76 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 13 500 | 25,00 | 686 | 32,75 | |||
| 2026-05-04 | 13F | Wellington Shields Capital Management, LLC | 11 125 | 0,00 | 565 | 6,40 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 737 960 | −4,86 | 88 306 | 1,15 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 57 115 | 3,62 | 3 | 0,00 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 6 040 | −6,93 | 307 | −1,29 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 1 013 | 51 | ||||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 70 507 | 20,64 | 3 582 | 28,25 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 604 | 31 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 8 189 | −6,01 | 416 | 0,00 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 118 443 | 0,51 | 6 018 | 6,87 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 64 272 | −0,65 | 3 266 | 5,63 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 20 268 | 1 048 | ||||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 81 054 | 4 118 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 18 931 | 3,38 | 962 | 9,83 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3 288 479 | 8,28 | 167 088 | 15,13 | ||||
| 2026-02-04 | 13F | AIFG Consultants Ltd. | 19 194 | 0,99 | 917 | 1,33 | ||||
| 2026-04-22 | 13F | Motco | 696 | 0,00 | 35 | 6,06 | ||||
| 2026-05-14 | 13F | Quattro Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-07 | 13F | 360 Financial, Inc. | 375 953 | 1,43 | 19 102 | 7,84 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 40 658 | 230,53 | 2 066 | 251,79 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 350 534 | −3,84 | 17 811 | 2,23 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 48 292 | 11,64 | 2 454 | 18,67 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 6 992 | −0,50 | 355 | 5,97 | ||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 118 537 | −0,38 | 6 023 | 5,19 | ||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 53 800 | 2 734 | ||||||
| 2026-05-11 | 13F | Guardian Capital, LLC | 8 470 | 3,04 | 430 | 9,69 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 6 129 | 0,23 | 311 | 6,51 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 27 502 | 1,42 | 1 397 | 7,88 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 40 219 | 3,94 | 2 044 | 10,49 | ||||
| 2026-04-24 | 13F | ProCore Advisors, LLC | 6 636 | −3,57 | 337 | 2,74 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 19 410 | 7,90 | 986 | 14,78 | ||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 5 332 | −15,23 | 271 | −10,00 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 176 | 0,00 | 9 | 0,00 | ||||
| 2026-04-22 | 13F | BigSur Wealth Management LLC | 30 855 | 0,00 | 1 568 | 5,59 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 39 847 | 2 025 | ||||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 11 806 | −0,25 | 600 | 6,02 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 13 918 | 28,63 | 707 | 36,75 | ||||
| 2026-01-16 | 13F | PFS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Change Path, LLC | 50 974 | 9,44 | 2 590 | 16,36 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 334 | 0,00 | 17 | 6,67 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 43 | 0 | ||||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 41 729 | −1,71 | 2 296 | 13,17 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 3 738 | 201 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 4 027 | 205 | ||||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 203 | 0,00 | 10 | 11,11 |
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