Grundläggande statistik
| Institutionella aktier (lång) | 583 357 431 - 86,89% (ex 13D/G) - change of −0,11MM shares −0,02% MRQ |
| Institutionellt värde (lång) | $ 136 499 753 USD ($1000) |
Institutionellt ägande och aktieägare
Union Pacific Corporation (MX:UNP) har 2811 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 583,357,431 aktier. Största aktieägare inkluderar Vanguard Group Inc, BlackRock, Inc., Vanguard Capital Management Llc, Capital World Investors, State Street Corp, Jpmorgan Chase & Co, Capital Research Global Investors, Geode Capital Management, Llc, Morgan Stanley, and Vanguard Portfolio Management Llc .
Union Pacific Corporation (BMV:UNP) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 6 842 | 38,87 | 1 660 | 45,74 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 64 021 | 8,16 | 15 174 | −3,72 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 4 942 | −1,22 | 1 143 | −3,30 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 6 690 | 5,52 | 1 623 | 10,71 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1 187 | 91,14 | 288 | 100,70 | ||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 26 976 | 6,78 | 6 545 | 12,00 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 1 510 | −1,82 | 366 | 3,10 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 134 | 0,00 | 33 | 6,67 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Searle & Co. | 4 507 | 0,00 | 1 093 | 4,89 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 8 369 | 19,51 | 2 030 | 25,39 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 46 206 | −0,51 | 11 210 | 4,36 | ||||
| 2026-04-07 | 13F | Abner Herrman & Brock Llc | 1 400 | −2,10 | 0 | |||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Targeted Financial Services LLC | 850 | 206 | ||||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 850 | 206 | ||||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 2 212 | 0,00 | 537 | 4,89 | ||||
| 2026-05-14 | 13F | B&l Asset Management Llc | 1 122 | 28,67 | 272 | 35,32 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 557 | 3,34 | 135 | 8,87 | ||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 2 382 | −19,12 | 578 | −15,27 | ||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 945 | 6,90 | 0 | |||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 993 | 14,01 | 241 | 19,40 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 798 | 16,16 | 194 | 22,15 | ||||
| 2026-05-14 | 13F | EverSource Wealth Advisors, LLC | 2 934 | −49,13 | 459 | −65,59 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 17 027 | 5,14 | 4 131 | 10,28 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 21 997 | 3,23 | 5 486 | 11,53 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 26 079 | 12,64 | 6 | 20,00 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 542 | 0,00 | 0 | |||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 102 | 0,00 | 0 | |||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 19 800 | 0,00 | 4 804 | 4,87 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 38 555 | 5,16 | 9 354 | 10,29 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 923 | −0,75 | 224 | 4,19 | ||||
| 2026-05-08 | 13F | Deseret Mutual Benefit Administrators | 9 191 | 111,73 | 2 230 | 122,01 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 1 096 947 | 20,25 | 266 141 | 26,13 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Call | 0 | −100,00 | 0 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 1 493 | 1,77 | 366 | 7,67 | ||||
| 2026-04-21 | 13F | Fruth Investment Management | 15 586 | −0,13 | 4 | 0,00 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 28 | 0,00 | 7 | 0,00 | ||||
| 2026-04-08 | 13F | AAFMAA Wealth Management & Trust LLC | 4 522 | −2,63 | 1 097 | 2,14 | ||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3 347 364 | 812 137 | ||||||
| 2026-05-14 | 13F | Caxton Associates Llp | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 2 250 | 0,00 | 546 | 4,81 | ||||
| 2026-05-14 | 13F | Peak6 Llc | Call | 29 200 | 305,56 | 7 085 | 325,47 | |||
| 2026-05-14 | 13F | Peak6 Llc | Put | 15 500 | 3 761 | |||||
| 2026-05-14 | 13F | Peak6 Llc | 7 168 | 238 833,33 | 1 739 | |||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 4 900 | 2,08 | 1 189 | 7,03 | ||||
| 2026-05-15 | 13F | Voloridge Investment Management, Llc | 371 334 | 54,05 | 90 093 | 61,58 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 1 488 | −36,55 | 344 | −37,91 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 14 311 | 5,65 | 3 472 | 10,82 | ||||
| 2026-04-27 | 13F | Citizens & Northern Corp | 5 049 | 0,10 | 1 225 | 4,97 | ||||
| 2026-04-24 | 13F | Mitchell & Pahl Private Wealth, Llc | 3 096 | −0,71 | 751 | 4,16 | ||||
| 2026-05-05 | 13F | Correct Capital Wealth Management | 11 153 | −0,43 | 2 706 | 4,44 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 2 444 | 593 | ||||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 112 | 0,00 | 27 | 8,00 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 15 093 | −8,99 | 3 662 | −4,56 | ||||
| 2026-04-28 | 13F | K.J. Harrison & Partners Inc | 2 350 | 0,00 | 570 | 4,97 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 39 639 | 3,62 | 9 617 | 8,68 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 7 876 | 2,61 | 1 911 | 7,61 | ||||
| 2026-04-15 | 13F | Douglas Lane & Associates, LLC | 2 586 | 0,00 | 627 | 4,85 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 972 | 0,00 | 236 | 4,91 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 122 470 | 24,49 | 29 714 | 30,57 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 1 262 | 14,21 | 306 | 20,00 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 16 500 | −3,21 | 4 003 | 1,52 | ||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 15 342 | 8,56 | 3 722 | 13,86 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 3 710 | 0,57 | 858 | −1,49 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 53 862 | −1,41 | 13 017 | 2,78 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 69 927 | −14,55 | 16 966 | −10,38 | ||||
| 2026-05-01 | 13F | Torray Llc | 850 | 206 | ||||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 43 | 0,00 | 10 | 11,11 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | Call | 36 000 | 8 328 | |||||
| 2026-05-13 | 13F | Triumph Capital Management | 52 | 13,04 | 13 | 20,00 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 280 779 | 1,97 | 68 123 | 6,95 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 86 041 | 5,13 | 20 875 | 10,27 | ||||
| 2026-05-14 | 13F | Permanent Capital Management, LP | 7 913 | −25,43 | 2 132 | −13,12 | ||||
| 2026-02-11 | 13F | Capital Wealth Planning, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 930 | 0,00 | 226 | 4,65 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 7 321 | 9,42 | 2 | 0,00 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 1 392 | 7,82 | 338 | 13,09 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 879 | 213 | ||||||
| 2026-02-14 | 13F | Adalta Capital Management LLC | 33 685 | −0,07 | 7 792 | −2,21 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 163 888 | 1,68 | 39 763 | 6,64 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 1 537 | 3,57 | 373 | 8,45 | ||||
| 2026-05-11 | 13F | Westpac Banking Corp | 36 794 | −1,66 | 8 927 | 3,14 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 8 231 | −1,20 | 2 | 0,00 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 2 585 | 5,17 | 627 | 10,39 | ||||
| 2026-04-30 | 13F | Resona Asset Management Co.,Ltd. | 190 878 | 2,26 | 46 189 | 6,70 | ||||
| 2026-05-08 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 1 127 236 | −8,82 | 273 123 | −4,53 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 2 034 | −2,07 | 548 | 13,96 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 2 044 | −5,59 | 496 | −1,00 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 133 585 | 10,74 | 32 385 | 16,01 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 1 533 | −3,77 | 372 | 1,64 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 1 089 | −10,07 | 264 | −5,71 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 20 267 | 9,34 | 4 917 | 14,70 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 11 542 | −24,88 | 2 800 | −21,22 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 716 065 | 15,44 | 173 736 | 21,08 | ||||
| 2026-05-11 | 13F | Connor, Clark & Lunn Investment Management Ltd. | 929 527 | 26,58 | 225 522 | 32,76 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 29 086 | −2,54 | 7 057 | 2,22 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 7 329 | 3,78 | 1 778 | 8,88 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 1 334 | 1,60 | 324 | 6,60 | ||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 317 224 | −0,06 | 76 965 | 4,83 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 2 777 | 0,00 | 674 | 4,83 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | −100,00 | 0 | ||||
| 2026-05-15 | 13F | J. Goldman & Co LP | Put | 0 | −100,00 | 0 | ||||
| 2026-05-15 | 13F | State Of Wisconsin Investment Board | Call | 50 000 | 12 131 | |||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 5 255 | 14,29 | 1 275 | 19,05 | ||||
| 2026-05-04 | 13F | Mill Capital Management, LLC | 134 355 | 3,27 | 32 597 | 8,32 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 2 234 | 542 | ||||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 1 440 | −8,16 | 349 | −3,59 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 757 | −1,01 | 426 | 3,90 | ||||
| 2026-05-12 | 13F | Baldwin Investment Management, LLC | 12 778 | −0,12 | 3 100 | 4,77 | ||||
| 2026-05-14 | 13F | Aft, Forsyth & Company, Inc. | 1 734 | 0,00 | 421 | 4,74 | ||||
| 2026-02-17 | 13F | Lighthouse Investment Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-13 | 13F | Sagewood Asset Management LP | 1 182 | 1,55 | 287 | 6,32 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 12 471 | −0,57 | 3 026 | 4,27 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 15 120 | 0,65 | 3 668 | 5,58 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 4 805 | −0,33 | 1 166 | 4,48 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 64 224 | −7,52 | 15 588 | −3,00 | ||||
| 2026-05-13 | 13F | Aviso Financial Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 4 674 | 0,47 | 1 134 | 5,39 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 6 243 | 37,63 | 1 515 | 44,33 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 1 109 023 | 0,16 | 269 071 | 5,06 | ||||
| 2026-05-14 | 13F | MetLife Investment Management, LLC | 140 860 | −2,55 | 34 175 | 2,21 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 1 240 | −7,46 | 301 | −2,91 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 6 738 | 0,55 | 1 635 | −3,43 | ||||
| 2026-05-08 | 13F/A | Notis-McConarty Edward | 2 670 | 0,00 | 648 | 4,86 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 4 929 | −3,22 | 1 238 | 5,28 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Earnest Partners Llc | 11 502 | −55,60 | 2 791 | −53,45 | ||||
| 2026-05-15 | 13F | KP Management LLC | 15 000 | 0,00 | 3 639 | 4,90 | ||||
| 2026-02-04 | 13F | Western Pacific Wealth Management, LP | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 34 973 | −65,22 | 8 485 | −63,52 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 9 217 | −2,91 | 2 236 | 1,87 | ||||
| 2026-04-14 | 13F | Legacy Trust | 3 977 | 0,00 | 965 | 4,90 | ||||
| 2026-05-12 | 13F | Impax Asset Management Group plc | 748 216 | 8,54 | 181 532 | 13,84 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 26 629 | 0,01 | 6 461 | 4,89 | ||||
| 2026-04-22 | 13F | Wallington Asset Management, LLC | 76 150 | −2,36 | 18 476 | 2,41 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 104 431 | −0,23 | 25 337 | 4,65 | ||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 17 650 | 0,00 | 4 282 | 4,90 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 2 730 | 664 | ||||||
| 2026-05-15 | 13F | One Madison Group Llc | 118 730 | 18,73 | 28 806 | 24,53 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 102 | −6,42 | 25 | −4,00 | ||||
| 2026-04-24 | 13F | Optas, LLC | 10 550 | 2,89 | 2 560 | 7,93 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 1 898 | 1,23 | 461 | 6,24 | ||||
| 2026-05-01 | 13F | Mountain Hill Investment Partners Corp. | 0 | −100,00 | 0 | |||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 21 034 | 9,30 | 4 879 | 6,97 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 5 567 | −1,29 | 1 288 | −3,45 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 11 125 | 45,71 | 2 699 | 52,83 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 148 | −8,64 | 36 | −5,41 | ||||
| 2026-04-20 | 13F | Miller Howard Investments Inc /ny | 30 101 | 6,77 | 7 303 | 11,99 | ||||
| 2026-05-12 | 13F | Tufton Capital Management | 2 395 | −11,13 | 1 | |||||
| 2026-05-12 | 13F | ESG Planning | 5 119 | 20,42 | 1 242 | 26,35 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 12 033 | 18,74 | 2 919 | 24,53 | ||||
| 2026-04-21 | 13F | Maseco Llp | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 859 | 208 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 10 899 | −3,25 | 2 737 | 5,07 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 23 336 | −0,25 | 5 662 | 4,62 | ||||
| 2026-05-02 | 13F | Genus Capital Management Inc. | 12 910 | 3 132 | ||||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | Put | 0 | −100,00 | 0 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 11 085 | 0,63 | 2 690 | 5,53 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 1 157 | 281 | ||||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 32 511 | 7,53 | 7 888 | 12,78 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 2 023 | −2,41 | 492 | 2,51 | ||||
| 2026-02-17 | 13F | Ninepoint Partners LP | 9 027 | −4,30 | 2 088 | −6,33 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 12 829 | −2,66 | 3 113 | 2,10 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 1 134 | 17,03 | 275 | 22,77 | ||||
| 2026-02-10 | 13F | Regency Capital Management Inc.\DE | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Paragon Capital Management LLC | 1 997 | 25,05 | 485 | 31,17 | ||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 110 | 0,92 | 27 | 4,00 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 113 155 | −6,40 | 29 806 | 6,59 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 3 026 | 0,00 | 734 | 5,01 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 1 383 | 11,62 | 336 | 17,13 | ||||
| 2026-05-15 | 13F | Towarzystwo Funduszy Inwestycyjnych Pzu Sa | 665 | −10,74 | 161 | −6,40 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 928 | −3,03 | 225 | 1,81 | ||||
| 2026-04-20 | 13F | Louisiana State Employees Retirement System | 30 200 | −0,33 | 7 327 | 4,55 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 1 400 | 0,00 | 340 | 4,95 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 5 579 | −6,46 | 1 477 | 7,89 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 4 489 | −5,97 | 1 089 | −1,36 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 2 082 | 3,22 | 505 | 8,37 | ||||
| 2026-04-29 | 13F | Nichols & Pratt Advisers Llp /ma | 6 038 | −3,21 | 1 465 | 1,53 | ||||
| 2026-05-14 | 13F | Kinneret Advisory, LLC | 12 552 | −4,25 | 3 045 | 0,43 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 5 955 | −2,57 | 1 445 | 2,19 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 756 | 3,14 | 183 | 8,28 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 1 285 | 1,82 | 312 | 6,87 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 10 800 | 0,00 | 2 620 | 4,88 | ||||
| 2026-04-29 | 13F | Police & Firemen's Retirement System of New Jersey | 91 914 | 0,72 | 22 300 | 5,64 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 3 189 | −11,12 | 774 | −6,87 | ||||
| 2026-02-11 | 13F | Saturna Capital CORP | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 1 968 | 0,00 | 477 | 4,84 | ||||
| 2026-05-14 | 13F | Dai-Ichi Life Insurance Company, Ltd | 25 196 | −0,71 | 6 113 | 4,16 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 1 941 327 | 4,20 | 449 068 | 4,20 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 563 | 3,11 | 137 | 7,94 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 1 824 | 0,16 | 443 | 4,99 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 4 423 | −3,49 | 1 073 | 1,23 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 255 | 0,00 | 62 | 5,17 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 247 555 | −0,76 | 60 062 | 2,69 | ||||
| 2026-05-13 | 13F | Cornerstone Select Advisors, LLC | 2 751 | −0,25 | 668 | 4,71 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 1 192 | 8,56 | 289 | 13,78 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 29 | 7,41 | 7 | 0,00 | ||||
| 2026-04-23 | 13F | CBOE Vest Financial, LLC | 15 240 | 0,96 | 3 698 | 5,90 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 2 649 | 0,91 | 643 | 5,77 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | True Vision MN LLC | 5 259 | 0,02 | 1 276 | 4,85 | ||||
| 2026-05-14 | 13F | Brentview Investment Management LLC | 21 831 | 4,28 | 5 297 | 9,38 | ||||
| 2026-05-07 | 13F | West Family Investments, Inc. | 1 847 | −12,63 | 448 | −8,38 | ||||
| 2026-04-28 | 13F | Argus Investors' Counsel, Inc. | 1 050 | 0,00 | 255 | 4,96 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 4 679 | 0,00 | 1 135 | 4,90 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 15 766 | 0,71 | 3 825 | 5,63 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 5 188 | 0,00 | 1 259 | 4,83 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 7 514 | −4,22 | 1 823 | 0,50 | ||||
| 2026-05-14 | 13F | Advisory Research Inc | 5 759 | −5,70 | 1 397 | −1,06 | ||||
| 2026-05-07 | 13F | Prentiss Smith & Co Inc | 21 246 | −0,02 | 5 155 | 4,86 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 105 940 | 1,03 | 25 703 | 5,97 | ||||
| 2026-02-17 | 13F | Schonfeld Strategic Advisors LLC | Call | 0 | −100,00 | 0 | ||||
| 2026-05-14 | 13F | Blueshift Asset Management, LLC | 1 720 | −50,35 | 417 | −47,94 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 2 587 | 159,22 | 1 | |||||
| 2026-05-12 | 13F | Operose Advisors LLC | 217 | 158,33 | 53 | 173,68 | ||||
| 2026-05-14 | 13F | Bristol John W & Co Inc /ny/ | 417 394 | −1,29 | 101 268 | 3,54 | ||||
| 2026-05-15 | 13F | Twinbeech Capital Lp | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Twin Capital Management Inc | 3 306 | −53,44 | 802 | −51,16 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 11 489 | −14,08 | 2 788 | −9,89 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 2 047 | −7,04 | 497 | −2,55 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 22 699 | −0,55 | 5 507 | 4,32 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 3 239 | 0,00 | 786 | 4,81 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 1 145 | −84,63 | 278 | −83,91 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 13 414 | 10,67 | 3 254 | 16,09 | ||||
| 2026-05-01 | 13F | Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 931 625 | −2,12 | 226 031 | 2,67 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 7 552 | −0,30 | 1 832 | 4,57 | ||||
| 2026-02-09 | 13F | Quest Partners LLC | 374 | −90,31 | 87 | −90,57 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 1 833 | 0,00 | 0 | |||||
| 2026-05-06 | 13F | New York State Common Retirement Fund | 644 942 | 1,32 | 156 476 | 6,27 | ||||
| 2026-05-15 | 13F | Voleon Capital Management Lp | 44 676 | −64,04 | 10 839 | −62,29 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 16 354 | −0,03 | 3 968 | 4,84 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 2 078 | 0,00 | 1 | |||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 200 016 | −1,00 | 48 528 | 3,84 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 130 | 26,21 | 32 | 34,78 | ||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 5 431 | 20,45 | 1 318 | 26,27 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 3 305 | 9,58 | 802 | 14,92 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 2 335 | −0,43 | 567 | 4,43 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 4 666 | 7,93 | 1 132 | 13,31 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 3 228 | 0,00 | 783 | 4,96 | ||||
| 2026-05-06 | 13F | Pacer Advisors, Inc. | 34 525 | −74,72 | 8 376 | −73,48 | ||||
| 2026-05-04 | 13F | Nicholas Company, Inc. | 47 431 | 0,00 | 11 508 | 4,89 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 1 684 | −8,13 | 409 | −3,77 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 105 479 | 13,10 | 25 591 | 18,63 | ||||
| 2026-04-17 | 13F | Bellecapital International Ltd. | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 1 830 | 0,99 | 444 | 5,97 | ||||
| 2026-02-13 | 13F | LTS One Management LP | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 1 069 | 287 | ||||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 1 342 825 | 2,67 | 326 | 7,62 | ||||
| 2026-04-07 | 13F | O'Keefe Stevens Advisory, Inc. | 32 033 | 18,35 | 7 772 | 24,14 | ||||
| 2026-01-13 | 13F | Well Done, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Montgomery Investment Management Inc | 900 | 0,00 | 218 | 4,81 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 7 588 | 4,62 | 1 841 | 9,72 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 14 650 | −20,68 | 3 554 | −16,81 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 44 585 | 1,21 | 10 817 | 6,16 | ||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 657 418 | −6,10 | 159 503 | −1,51 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 143 714 | −5,09 | 34 868 | −0,45 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 714 | −6,91 | 173 | −2,26 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 163 | 3,82 | 40 | 8,33 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 111 581 | −1,27 | 27 072 | 3,55 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 84 795 | −0,97 | 20 573 | 3,88 | ||||
| 2026-02-11 | 13F | 111 Capital | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Waverton Investment Management Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 10 492 | 2,82 | 2 546 | 7,84 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 1 828 | 0,00 | 444 | 4,98 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 108 059 | 13,79 | 26 217 | 19,35 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 1 256 | 305 | ||||||
| 2026-05-14 | 13F | Wills Financial Group LLC | 25 429 | −0,30 | 6 730 | 14,07 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 8 437 | 85,96 | 2 047 | 95,04 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 855 | 207 | ||||||
| 2026-04-27 | 13F | Flagstone Financial Management | 1 093 | 0,00 | 265 | 5,16 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 40 222 | 159,60 | 9 759 | 172,27 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 1 305 | 1,48 | 317 | 6,40 | ||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 1 480 | 0,00 | 359 | 4,97 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 82 277 | −1,72 | 19 962 | 3,08 | ||||
| 2026-05-14 | 13F | TCM Advisors, LLC | 600 | 14,07 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 18 181 | −6,93 | 4 411 | −2,37 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 2 611 | −1,29 | 633 | 3,60 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 12 792 | 2,63 | 3 370 | 14,94 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 1 990 | −1,04 | 483 | 3,66 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 1 168 | −1,68 | 283 | 3,28 | ||||
| 2026-05-01 | 13F | Sage Private Wealth Group, Llc | 1 451 | 20,22 | 352 | 26,16 | ||||
| 2026-05-14 | 13F | Cbre Clarion Securities Llc | 136 000 | −83,86 | 32 996 | −83,07 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 2 688 | 0,00 | 1 | |||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management Services Ltd | 609 | −29,19 | 148 | −25,76 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 34 | 0,00 | 8 | 14,29 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 2 629 | 0,15 | 661 | −4,21 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 2 252 | 7,39 | 546 | 12,58 | ||||
| 2026-05-15 | 13F | Siemens Fonds Invest GmbH | 18 828 | −0,43 | 4 568 | 3,65 | ||||
| 2026-01-28 | 13F | Milestone Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 5 046 | −6,68 | 1 224 | −2,08 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 1 199 | 11,53 | 291 | 16,94 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 12 877 | −21,91 | 3 124 | −18,09 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 175 | 42 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 13 708 | 8,47 | 3 326 | 13,75 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 2 304 | 0,96 | 559 | 5,88 | ||||
| 2026-02-13 | 13F | Eschler Asset Management LLP | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 250 | 0,00 | 61 | 5,26 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 1 377 | 14,65 | 334 | 20,22 | ||||
| 2026-05-13 | 13F/A | Walleye Capital LLC | 29 861 | 21,37 | 7 245 | 27,29 | ||||
| 2026-05-13 | 13F/A | Walleye Capital LLC | Call | 23 700 | −46,50 | 5 750 | −43,89 | |||
| 2026-05-13 | 13F/A | Walleye Capital LLC | Put | 31 400 | −20,51 | 7 618 | −16,62 | |||
| 2026-05-13 | 13F | Mizuho Markets Cayman LP | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 27 860 | −12,21 | 6 759 | −7,92 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 3 842 | −1,00 | 889 | −3,16 | ||||
| 2026-05-15 | 13F | Janus Henderson Group Plc | 1 820 796 | 9,77 | 441 769 | 15,13 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 3 027 | 1,14 | 734 | 6,07 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 28 341 | −2,01 | 6 556 | −4,11 | ||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 5 349 | 0,00 | 1 298 | 4,85 | ||||
| 2026-05-12 | 13F | Acorn Creek Capital Llc | 973 | 1,67 | 236 | 6,79 | ||||
| 2026-04-14 | 13F | Banque de Luxembourg S.A. | 1 004 | 0,00 | 244 | 4,74 | ||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 4 291 | −1,15 | 1 041 | 3,69 | ||||
| 2025-12-15 | 13F/A | Hudson Bay Capital Management LP | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-07 | 13F | Vision Retirement, LLC | 544 | −4,73 | 132 | 0,00 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 6 640 | 0,05 | 1 611 | 4,95 | ||||
| 2025-12-15 | 13F/A | Hudson Bay Capital Management LP | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-11-17 | 13F | LGT Financial Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 12 | 3 | ||||||
| 2026-04-23 | 13F | Narwhal Capital Management | 1 018 | 247 | ||||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 2 946 | −1,07 | 715 | 3,78 | ||||
| 2026-04-23 | 13F | CWM Advisors, LLC | 9 | 0,00 | 2 | 100,00 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 11 403 | 0,03 | 2 766 | 4,89 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 1 939 | 0,15 | 470 | 5,15 | ||||
| 2026-04-17 | 13F | Community Bank & Trust, Waco, Texas | 23 497 | 0,59 | 6 | 0,00 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 341 | 0,00 | 83 | 5,13 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 4 233 | −0,28 | 1 027 | 4,69 | ||||
| 2026-02-13 | 13F | Barclays Plc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2026-02-13 | 13F | Barclays Plc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 7 385 | −29,34 | 1 792 | −25,90 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 109 481 | 4,36 | 26 562 | 110 575,00 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 1 301 | 0,00 | 316 | 5,00 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 1 660 | −4,60 | 384 | −4,73 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 2 740 | −0,83 | 1 | |||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 88 054 | 12,85 | 21 065 | 15,11 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 35 277 | −1,15 | 8 559 | 3,67 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 471 | 114 | ||||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 6 177 | 8,31 | 1 499 | 13,57 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 287 224 | 0,91 | 69 686 | 5,84 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 8 | 2 | ||||||
| 2026-04-28 | 13F | Schear Investment Advisers, LLC | 6 196 | −0,50 | 1 503 | 4,38 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 6 904 | 15,84 | 1 675 | 21,55 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 1 651 | −24,47 | 401 | −20,79 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 0 | −100,00 | 0 | |||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 6 913 | −0,07 | 1 677 | 4,81 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 48 312 | 1,06 | 11 842 | 5,56 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 10 197 | 3,93 | 2 474 | 8,99 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 4 378 | 1,41 | 1 062 | 6,41 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 886 | 0,00 | 215 | 4,88 | ||||
| 2026-05-14 | 13F | Osmosis Investment Management UK Ltd | 2 951 | 716 | ||||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 3 096 | −4,27 | 741 | −1,07 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 399 | 0,00 | 97 | 4,35 | ||||
| 2026-05-06 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 0 | −100,00 | 0 | |||||
| 2026-01-20 | 13F | Lawson Kroeker Investment Management Inc/ne | 0 | −100,00 | 0 | |||||
| 2026-05-01 | 13F | Concord Wealth Partners | 17 412 | 18,78 | 4 224 | 24,60 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 6 077 | 0,63 | 1 474 | 5,59 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Moore Capital Management, Lp | 54 324 | 13 180 | ||||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 4 369 | −9,97 | 1 060 | −5,53 | ||||
| 2026-05-13 | 13F | Alpha Family Trust | 1 595 | 0,00 | 387 | 4,89 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 922 | 382,72 | 224 | 406,82 | ||||
| 2026-04-28 | 13F | PFA Pension, Forsikringsaktieselskab | 446 533 | −2,86 | 108 338 | 1,12 | ||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 37 553 | −2,48 | 9 111 | 2,29 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 14 747 | 7,09 | 3 578 | 12,31 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 15 996 | −0,46 | 3 881 | 4,39 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 1 421 | 19,71 | 345 | 25,55 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 7 815 | −0,96 | 1 896 | 3,89 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 919 | 0,00 | 223 | 4,72 | ||||
| 2026-05-07 | 13F | First National Trust Co | 40 798 | 2,61 | 9 898 | 7,62 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 2 284 | −4,59 | 554 | 0,18 | ||||
| 2026-05-15 | 13F | Family Management Corp | 1 272 | −0,08 | 309 | 4,76 | ||||
| 2026-05-14 | 13F | JRM Investment Counsel, LLC | 1 265 | 0,00 | 307 | 4,79 | ||||
| 2026-02-17 | 13F | Core Wealth Advisors, Inc. | 970 | 0,00 | 224 | −2,18 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 26 | 6 | ||||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 18 075 | 3,06 | 4 385 | 8,08 | ||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 7 442 | 0,00 | 1 806 | 4,88 | ||||
| 2026-04-24 | 13F | Cane Capital Partners, LLC | 5 404 | 1,16 | 1 311 | 6,15 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 3 198 | 0,22 | 776 | 5,01 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 37 096 | −0,03 | 9 000 | 4,86 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 2 375 | 333,39 | 0 | |||||
| 2026-04-16 | 13F | Aegon Asset Management Uk Plc | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Intelligent Financial Strategies | 1 798 | −29,16 | 436 | −25,72 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 217 | −28,85 | 53 | −25,71 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1 087 484 | 7,03 | 263 845 | 12,26 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 40 334 | 141,69 | 10 680 | 179,12 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | Call | 100 | 0 | |||||
| 2026-05-08 | 13F | Northwestern Mutual Investment Management Company, Llc | 18 987 | 0,18 | 4 607 | 5,06 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 23 877 | −27,58 | 5 793 | −24,04 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 18 318 | −1,70 | 4 444 | 3,11 | ||||
| 2026-05-15 | 13F | Lakewood Capital Management, Lp | 136 700 | −13,15 | 33 166 | −8,91 | ||||
| 2026-05-15 | 13F | Fayez Sarofim & Co | 734 806 | −4,68 | 178 279 | −0,03 | ||||
| 2026-05-15 | 13F | Longaeva Partners L.P. | 14 771 | 3 584 | ||||||
| 2026-05-07 | 13F | Wilkins Investment Counsel Inc | 19 356 | 0,00 | 4 696 | 4,89 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management LLP | 4 251 | −0,44 | 1 031 | 4,46 | ||||
| 2026-04-16 | 13F | Bright Rock Capital Management, Llc | 53 500 | 0,00 | 12 980 | 4,89 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 14 038 | −2,70 | 3 406 | 2,04 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Knuff & Co LLC | 3 560 | −2,73 | 864 | 2,01 | ||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 32 | −25,58 | 8 | −22,22 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 50 | 13,64 | 12 | 20,00 | ||||
| 2026-02-11 | 13F | 1776 Wealth LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-14 | 13F | Centiva Capital, LP | Put | 50 000 | 12 131 | |||||
| 2026-05-14 | 13F | Centiva Capital, LP | 16 756 | 4 065 | ||||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 1 806 | 0,00 | 438 | 5,04 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 3 425 | 188,54 | 831 | 202,92 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 3 530 | −9,53 | 857 | −5,10 | ||||
| 2026-05-12 | 13F | Banco BTG Pactual S.A. | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 1 944 | −1,17 | 472 | 3,52 | ||||
| 2026-05-11 | 13F | F/M Investments LLC | 21 017 | −0,51 | 5 099 | 4,36 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 1 655 | −0,12 | 402 | 4,70 | ||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 1 420 | −55,82 | 345 | −53,70 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 3 | 0,00 | 1 | |||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 1 671 | −6,65 | 0 | |||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 5 129 | 5,77 | 1 244 | 10,97 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 12 982 | 701,36 | 3 150 | 741,98 | ||||
| 2026-04-29 | 13F | Bank Of Stockton | 6 086 | 372,52 | 1 477 | 396,97 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 1 196 | 2,75 | 290 | 7,81 | ||||
| 2026-05-11 | 13F | Lcnb Corp | 1 499 | −3,48 | 364 | 1,11 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 11 | 450,00 | 3 | |||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 1 577 | 0,19 | 383 | 4,95 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 882 | −29,78 | 214 | −26,55 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 8 668 | −4,21 | 2 103 | 0,43 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 4 213 | −9,48 | 1 | 0,00 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 3 337 | 0,85 | 810 | 5,75 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 15 525 | −56,54 | 3 767 | −54,42 | ||||
| 2026-04-15 | 13F | Massachusetts Wealth Management | 6 548 | 2,23 | 1 589 | 7,22 | ||||
| 2026-02-10 | 13F | Kentucky Retirement Systems Insurance Trust Fund | 15 739 | 0,00 | 3 641 | −2,15 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 1 784 | −14,27 | 433 | −10,19 | ||||
| 2026-05-05 | 13F | Dudley Capital Management, Llc | 3 645 | 0,00 | 884 | 4,86 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 2 632 | 0,00 | 639 | 4,93 | ||||
| 2026-05-15 | 13F | OmniStar Financial Group, Inc. | 3 577 | 868 | ||||||
| 2026-05-15 | 13F | DV Trading LLC | 1 000 | 243 | ||||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 3 721 | −0,37 | 861 | −2,49 | ||||
| 2026-05-07 | 13F | Palisades Hudson Asset Management, L.P. | 1 276 | 0,00 | 0 | |||||
| 2026-04-08 | 13F | Canandaigua National Corp | 8 927 | −32,86 | 2 166 | 108 150,00 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 11 079 | 1,09 | 2 688 | 6,00 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 2 153 | 0,00 | 522 | 5,03 | ||||
| 2026-04-29 | 13F | Isthmus Partners, Llc | 3 970 | 0,00 | 963 | 4,90 | ||||
| 2026-05-15 | 13F | East Coast Asset Management, LLC. | 8 193 | −1,53 | 1 988 | 3,27 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 26 332 | 0,30 | 6 389 | 5,20 | ||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 1 270 | 0,00 | 308 | 5,12 | ||||
| 2026-04-22 | 13F | Diamant Asset Management, Inc. | 932 874 | 24 162,00 | 933 | 4,84 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 500 | 121 | ||||||
| 2026-02-18 | 13F | GWM Advisors LLC | 131 376 | 45,44 | 30 390 | 42,34 | ||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 1 277 | 0,00 | 310 | −4,04 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 898 | 3,10 | 218 | 7,96 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 1 601 | −1,84 | 388 | 2,92 | ||||
| 2026-05-15 | 13F | Aristotle Capital Management, LLC | 1 745 | 0,00 | 423 | 4,96 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 27 198 | 1,63 | 6 599 | 6,59 | ||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 2 119 | −8,47 | 514 | −3,93 | ||||
| 2026-04-22 | 13F | Quintet Private Bank (Europe) S.A. | 1 181 | −2,07 | 287 | 2,88 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 16 118 | 1,77 | 3 911 | 4,10 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 1 264 | 1,20 | 307 | 6,25 | ||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 12 191 | 0,84 | 2 958 | 5,76 | ||||
| 2026-05-13 | 13F | Martin & Co Inc /tn/ | 4 496 | 4,39 | 1 091 | 9,44 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 1 584 | 0,00 | 384 | 4,92 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 2 158 | 26,49 | 524 | 32,74 | ||||
| 2026-04-20 | 13F | Columbia Asset Management | 24 343 | 4,02 | 5 906 | 9,11 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 6 816 | −0,79 | 1 654 | 4,03 | ||||
| 2026-04-23 | 13F | Bell Bank | 1 721 | 1,65 | 418 | 6,65 | ||||
| 2026-04-30 | 13F | DMG Group, LLC | 1 162 | 0,00 | 282 | 4,85 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-01 | 13F | Pensionfund Sabic | 0 | −100,00 | 0 | |||||
| 2026-04-28 | 13F | Baxter Bros Inc | 93 168 | −2,06 | 22 604 | 2,72 | ||||
| 2026-02-17 | 13F | TIG Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Slate Path Capital LP | 732 804 | −2,32 | 177 793 | 2,45 | ||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 17 023 | 8,08 | 3 938 | 5,78 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 510 | 1,19 | 118 | −1,68 | ||||
| 2026-02-02 | 13F | Access Investment Management LLC | 138 | 0,00 | 33 | 0,00 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 17 549 | 0,61 | 4 258 | 5,53 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 1 610 | 1,90 | 391 | 6,85 | ||||
| 2026-05-05 | 13F | Luts & Greenleigh Group, Inc | 3 381 | 0,03 | 820 | 4,99 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 2 942 | −2,97 | 714 | 1,71 | ||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 59 610 | −6,96 | 14 463 | −2,42 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 9 160 | 1,91 | 2 424 | 6,78 | ||||
| 2026-05-04 | 13F | State Of Michigan Retirement System | 155 045 | −0,13 | 37 617 | 4,75 | ||||
| 2026-05-15 | 13F | Connors Investor Services Inc | 1 290 | 0,00 | 313 | 4,70 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 2 715 | 6,30 | 659 | 11,53 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 600 | 0,00 | 146 | 5,07 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 5 324 | −16,73 | 1 292 | −12,71 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 71 719 | −1,17 | 17 | 6,25 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 3 308 | 0,03 | 881 | 15,31 | ||||
| 2026-04-17 | 13F | Weaver Capital Management LLC | 3 926 | −21,78 | 953 | −17,93 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 1 005 | −2,43 | 244 | 2,10 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 5 246 | 0,11 | 1 273 | 4,95 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 34 080 | −1,36 | 8 269 | 3,47 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 966 | 0,52 | 234 | 5,41 | ||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-15 | 13F/A | Itau Unibanco Holding S.A. | 291 | −44,25 | 71 | −41,67 | ||||
| 2026-04-14 | 13F | Cohen Capital Management, Inc. | 21 478 | 0,35 | 5 211 | 5,23 | ||||
| 2026-05-07 | 13F | SEB Asset Management AB | 281 977 | 68 413 | ||||||
| 2026-04-22 | 13F | Canoe Financial LP | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Macquarie Group Ltd | 349 315 | −6,01 | 84 751 | −1,42 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 3 039 | 54,66 | 737 | 62,33 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 4 042 | −1,39 | 981 | 3,38 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 118 | 29 | ||||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 6 390 | 42,63 | 1 550 | 49,61 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 8 988 | −0,26 | 2 181 | 4,61 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 62 707 | 2,23 | 15 214 | 7,22 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 12 966 | −1,04 | 3 146 | 3,80 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 24 312 | 133,45 | 5 898 | 144,83 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 14 437 | −1,36 | 3 503 | 3,46 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 2 114 | −8,64 | 513 | −4,30 | ||||
| 2026-05-13 | 13F | Hudson Bay Capital Management LP | 25 375 | −7,90 | 6 156 | −3,40 | ||||
| 2026-02-17 | 13F | Element Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Kensington Investment Counsel, LLC | 11 876 | 4,12 | 2 747 | 1,89 | ||||
| 2026-05-14 | 13F | Capital Innovations LLC | 47 283 | 0,00 | 11 | −99,90 | ||||
| 2026-01-22 | 13F | Red Tortoise LLC | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 24 362 | −1,44 | 5 911 | 3,38 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 343 792 | 6,26 | 83 | 12,16 | ||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 404 | 0,00 | 98 | 5,38 | ||||
| 2026-05-07 | 13F | Grandfield & Dodd, Llc | 4 103 | −3,41 | 995 | 1,32 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 3 373 | 12,32 | 819 | 17,70 | ||||
| 2026-02-04 | 13F | AGH Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | Act Wealth Management, Llc | 1 091 | 0,00 | 265 | 4,76 | ||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 3 561 | −17,40 | 864 | −13,34 | ||||
| 2026-05-14 | 13F | EntryPoint Capital, LLC | 4 664 | 183,01 | 1 132 | 196,85 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 426 | 41,53 | 103 | 49,28 | ||||
| 2026-05-13 | 13F | Ci Investments Inc. | 2 891 | −2,56 | 701 | 2,19 | ||||
| 2026-02-17 | 13F | Creegan & Nassoura Financial Group, LLC | 12 692 | −0,67 | 2 936 | −2,81 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 12 378 263 | 3,26 | 2 863 340 | 1,05 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 2 549 | 8,51 | 590 | 6,13 | ||||
| 2026-02-17 | 13F | Cim Investment Mangement Inc | 5 655 | 0,00 | 1 308 | −2,10 | ||||
| 2026-04-14 | 13F | Perpetual Ltd | 690 045 | −3,98 | 167 419 | 0,71 | ||||
| 2026-05-13 | 13F | Northwest & Ethical Investments L.P. | 191 245 | 17,76 | 46 400 | 23,51 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 1 517 | 368 | ||||||
| 2026-04-01 | 13F | Neville Rodie & Shaw Inc | 26 631 | 0,00 | 6 | 0,00 | ||||
| 2026-04-28 | 13F | LGT Group Foundation | 4 472 | −0,47 | 1 085 | 3,53 | ||||
| 2026-04-20 | 13F | Edge Wealth Management LLC | 2 630 | 0,00 | 638 | 4,93 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 890 | 8,94 | 216 | 14,36 | ||||
| 2026-04-10 | 13F | Putney Financial Group LLC | 2 201 | −45,44 | 534 | −42,77 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 580 465 | −3,73 | 140 832 | 0,97 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 9 520 | 43,20 | 2 310 | 50,13 | ||||
| 2026-04-07 | 13F | Martin Capital Partners, LLC | 25 920 | −0,14 | 6 | 0,00 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1 305 | −49,46 | 317 | −47,07 | ||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 4 763 | 0,00 | 1 156 | 4,90 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 31 504 | −8,88 | 7 644 | −4,43 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 3 299 | 10,89 | 800 | 16,28 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 2 164 416 | −1,88 | 525 143 | 2,91 | ||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 38 555 904 | 9 354 433 | ||||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 6 004 | −0,81 | 1 457 | 4,00 | ||||
| 2026-05-13 | 13F | Ingalls & Snyder Llc | 41 244 | −0,17 | 10 | 11,11 | ||||
| 2026-02-17 | 13F | Trexquant Investment LP | 0 | −100,00 | 0 | |||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 4 434 | 2,78 | 1 076 | 7,82 | ||||
| 2026-04-20 | 13F | State of Alaska, Department of Revenue | 58 787 | 0,13 | 14 | 7,69 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 33 006 | −0,50 | 8 | 14,29 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | Call | 0 | −100,00 | 0 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | Put | 0 | −100,00 | 0 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 9 968 | −2,54 | 2 419 | 2,20 | ||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 84 903 | 1,30 | 20 599 | 6,26 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 34 308 | 0,07 | 8 324 | 4,97 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1 019 | 8,29 | 247 | 13,82 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 2 371 | −24,83 | 575 | −21,12 | ||||
| 2026-04-20 | 13F | Emprise Bank | 3 841 | −3,95 | 932 | 0,65 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 29 290 | 64,41 | 7 106 | 72,48 | ||||
| 2026-05-07 | 13F | Xxi Wealth, Llc | 3 361 | 1,39 | 815 | 6,40 | ||||
| 2026-05-15 | 13F | Driehaus Capital Management Llc | 2 246 | −18,45 | 545 | −14,60 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 2 110 | 4,30 | 512 | 9,42 | ||||
| 2026-03-20 | 13F/A | HughesLittle Investment Management Ltd. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 3 610 494 | −3,47 | 875 978 | 1,24 | ||||
| 2025-11-24 | 13F/A | Fulcrum Asset Management LLP | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-06 | 13F | Alteri Wealth LLC | 4 108 | 4,29 | 997 | 9,33 | ||||
| 2026-05-06 | 13F | AIA Group Ltd | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 14 428 | 17,18 | 3 501 | 22,89 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 5 563 | 13,90 | 1 350 | 19,49 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 29 870 | −2,66 | 7 | 0,00 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-11 | 13F | Ipsen Advisor Group LLC | 2 430 | 2,57 | 562 | 0,54 | ||||
| 2026-05-13 | 13F | Xponance, Inc. | 112 151 | 10,34 | 27 210 | 15,73 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 12 781 | −55,45 | 3 101 | −53,27 | ||||
| 2026-05-01 | 13F | Securian Asset Management, Inc | 16 129 | 0,00 | 3 913 | 4,91 | ||||
| 2026-04-23 | 13F | Asset Planning,Inc | 1 538 | 0,59 | 373 | 5,67 | ||||
| 2026-05-12 | 13F | Edgar Lomax Co/va | 88 405 | 21,49 | 21 449 | 27,42 | ||||
| 2026-04-30 | 13F | Barnett & Company, Inc. | 5 343 | 0,00 | 1 296 | 4,94 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 21 017 | 0,84 | 5 099 | 5,77 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 136 | −99,57 | 33 | 3,23 | ||||
| 2026-04-08 | 13F | E Fund Management (Hong Kong) Co., Ltd. | 75 | 1 775,00 | 18 | |||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 10 280 | −1,72 | 2 524 | 4,34 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 853 | 226 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 28 721 | 9,67 | 6 968 | 15,04 | ||||
| 2026-05-07 | 13F | Diamond Hill Capital Management Inc | 1 033 797 | −33,07 | 250 820 | −29,80 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 7 160 | −0,94 | 1 737 | 3,95 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 1 632 | 32,58 | 396 | 39,08 | ||||
| 2026-04-23 | 13F | McMillan Office, Inc. | 6 764 | 0,00 | 1 641 | 4,92 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 3 238 | −3,52 | 787 | 1,42 | ||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 19 450 | −0,19 | 4 719 | 4,68 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 639 715 | 1,56 | 155 | 6,90 | ||||
| 2026-05-15 | 13F | Sone Capital Management, LLC | 159 274 | 3,31 | 38 643 | 8,36 | ||||
| 2026-05-04 | 13F | Parr Mcknight Wealth Management Group, Llc | 7 333 | 1 779 | ||||||
| 2026-02-27 | 13F | Groupama Asset Managment | 25 824 | −2,12 | 5 974 | −4,20 | ||||
| 2026-04-15 | 13F | Verity & Verity, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | Vanguard Investments Australia, Ltd. | 578 839 | 140 438 | ||||||
| 2026-04-21 | 13F | Shepherd Street Advisors LLC | 3 128 | −12,84 | 759 | −8,67 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 12 175 | −1,43 | 2 954 | 3,36 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 33 073 | −0,02 | 8 024 | 4,88 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 7 427 | −1,04 | 1 802 | 3,74 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 1 060 | 0,00 | 257 | 4,90 | ||||
| 2026-05-14 | 13F | Beacon Investment Advisors Llc | 1 683 | 0,06 | 408 | 4,88 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 5 938 | 2,49 | 1 441 | 7,46 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 6 557 | 1,13 | 1 591 | 6,07 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 1 260 | −1,25 | 306 | 3,39 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 16 633 | −3,16 | 4 036 | 1,56 | ||||
| 2026-02-02 | 13F | Mcdonald Partners Llc | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 1 250 | 3,14 | 303 | 8,21 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 12 209 | −3,04 | 2 962 | 1,72 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 1 672 | −33,78 | 406 | −30,65 | ||||
| 2026-05-07 | 13F | Metis Global Partners, LLC | 22 048 | −8,97 | 5 349 | −4,52 | ||||
| 2026-05-15 | 13F | Okabena Investment Services Inc | 1 665 | −1,77 | 404 | 2,81 | ||||
| 2026-05-13 | 13F | Douglass Winthrop Advisors, LLC | 40 908 | 16,10 | 9 925 | 21,78 | ||||
| 2026-02-04 | 13F | Purkiss Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 838 | 203 | ||||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 33 059 | 59,04 | 8 021 | 66,81 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 11 455 | −5,74 | 2 779 | −1,14 | ||||
| 2026-05-13 | 13F | Barr E S & Co | 1 446 | −0,75 | 351 | 3,86 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 78 437 | −42,20 | 19 | −38,71 | ||||
| 2026-05-11 | 13F | Accent Capital Management, LLC | 1 069 | 287 | ||||||
| 2026-04-07 | 13F | Five Oceans Advisors | 1 113 | 0,18 | 270 | 5,47 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 3 884 298 | 3,06 | 942 408 | 8,09 | ||||
| 2026-04-24 | 13F | Strs Ohio | 163 426 | −4,61 | 39 650 | 0,05 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 158 | 51,92 | 38 | 58,33 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 1 058 | 257 | ||||||
| 2026-05-11 | 13F | Cigna Investments Inc /new | 5 670 | −1,32 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 276 064 | −50,48 | 66 979 | −48,06 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Call | 2 900 | −9,38 | 704 | −5,00 | |||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 15 800 | 24,41 | 3 833 | 30,51 | |||
| 2026-04-13 | 13F | Bank & Trust Co | 914 | 7,78 | 222 | 12,76 | ||||
| 2026-02-02 | 13F | Artemis Investment Management LLP | 0 | −100,00 | 0 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 6 799 | 0,00 | 1 650 | 4,90 | ||||
| 2026-05-14 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 19 591 | −22,74 | 4 750 | −19,11 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Providence Wealth Advisors, LLC | 1 168 | 0,00 | 284 | 4,03 | ||||
| 2026-04-22 | 13F | Harrell Investment Partners, Llc | 13 511 | −3,81 | 3 278 | 0,89 | ||||
| 2026-04-28 | 13F | Townsend & Associates, Inc | 1 792 | −15,31 | 447 | −8,42 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 22 | 0,00 | 5 | 0,00 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 3 029 | 0,87 | 735 | 5,76 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 8 731 | 0,73 | 2 118 | 5,64 | ||||
| 2026-05-15 | 13F | Skandinaviska Enskilda Banken AB (publ) | 0 | −100,00 | 0 | |||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 4 561 | −1,36 | 1 106 | 3,46 | ||||
| 2026-05-14 | 13F | Aviva Plc | 519 567 | 2,86 | 126 057 | 7,88 | ||||
| 2026-05-05 | 13F | LOM Asset Management Ltd | 2 755 | 0,00 | 668 | 4,87 | ||||
| 2026-04-01 | 13F | BancFirst Trust & Investment Management | 2 670 | 0,00 | 639 | 2,57 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 7 977 | 1,48 | 1 935 | 6,44 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 4 754 | −32,91 | 1 153 | −29,61 | ||||
| 2026-05-11 | 13F | Magellan Asset Management Ltd | 257 154 | −10,22 | 62 391 | −5,84 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 8 006 | −7,84 | 1 942 | −3,33 | ||||
| 2026-04-17 | 13F | Verde Servicos Internacionais S.A. | 0 | −100,00 | 0 | |||||
| 2026-05-08 | 13F | BCV Asset Management Inc. | 283 070 | 0,81 | 68 673 | −24,27 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 33 747 | 0,28 | 8 286 | 5,39 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 79 | 0,00 | 19 | 5,56 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 6 504 065 | 1,14 | 1 578 017 | 6,08 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 2 474 | −1,20 | 600 | 3,63 | ||||
| 2026-05-15 | 13F | BLI - Banque de Luxembourg Investments | 375 712 | 0,00 | 86 152 | −1,64 | ||||
| 2026-05-07 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 1 100 | 17,65 | 267 | 23,15 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 782 | 0,00 | 190 | 5,00 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 2 643 | 14,22 | 641 | 19,81 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 1 955 | 15,00 | 452 | 12,72 | ||||
| 2026-05-12 | 13F | Virginia Estate & Retirement Planning Advisors Inc. | 35 | 8 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 902 | 2,27 | 219 | 7,39 | ||||
| 2026-05-13 | 13F | Aureus Asset Management, LLC | 2 003 | −27,98 | 486 | −24,57 | ||||
| 2026-02-11 | 13F | Mascagni Wealth Management, Inc. | 1 261 | −8,56 | 292 | −10,46 | ||||
| 2026-04-29 | 13F | Shelter Mutual Insurance Co | 35 523 | 0,00 | 8 619 | 4,88 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 4 114 | 4,82 | 998 | 10,03 | ||||
| 2026-04-01 | 13F | Adelphi Trust Co | 3 957 | 6,00 | 960 | 11,24 | ||||
| 2026-04-30 | 13F | Conning Inc. | 144 092 | 0,03 | 34 960 | 4,92 | ||||
| 2026-05-11 | 13F | Sargent Investment Group, LLC | 3 755 | 2,46 | 911 | 7,56 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 4 909 | 3,48 | 1 191 | 8,57 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 584 838 | 159,99 | 139 715 | 168,50 | ||||
| 2026-05-13 | 13F | Capital International Investors | 3 245 301 | −22,10 | 787 236 | −18,32 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 14 619 | 1,36 | 3 547 | 6,29 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 18 890 | 0,32 | 4 583 | 5,24 | ||||
| 2026-05-15 | 13F | Symmetry Investments LP | Call | 20 000 | −60,00 | 4 852 | −58,05 | |||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 4 694 | −0,09 | 1 139 | 4,79 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 846 | 205 | ||||||
| 2026-05-11 | 13F | Elo Mutual Pension Insurance Co | 26 999 | −33,96 | 6 550 | −30,73 | ||||
| 2026-05-04 | 13F | IFC Advisors LLC | 6 505 | 0,84 | 1 578 | 5,76 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 1 791 767 | −6,08 | 434 717 | −1,49 | ||||
| 2026-05-11 | 13F | Shoker Investment Counsel, Inc. | 13 268 | −3,81 | 3 219 | 0,91 | ||||
| 2026-05-15 | 13F | Symmetry Investments LP | 401 618 | 276,48 | 97 441 | 294,88 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 423 334 | −16,40 | 102 709 | −12,31 | ||||
| 2026-05-15 | 13F | Numerai GP LLC | 15 327 | 141,07 | 3 719 | 152,93 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 12 609 | −18,04 | 3 059 | −14,02 | ||||
| 2026-05-15 | 13F | OMERS ADMINISTRATION Corp | 716 766 | 0,88 | 173 902 | 5,81 | ||||
| 2026-05-08 | 13F | Logan Capital Management Inc | Put | 18 900 | 4 585 | |||||
| 2026-04-22 | 13F | Berry Wealth Group, LP | 0 | −100,00 | 0 | |||||
| 2026-05-13 | 13F | Sit Investment Associates Inc | 43 506 | 0,00 | 11 | 0,00 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 122 | 4,27 | 30 | 7,41 | ||||
| 2026-05-15 | 13F | Hutner Capital Management Inc | 12 515 | 1,95 | 3 036 | 6,94 | ||||
| 2026-05-07 | 13F | University Of Texas/texas Am Investment Managment Co | 111 | 27 | ||||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 1 701 | 12,06 | 414 | 18,34 | ||||
| 2026-05-15 | 13F | Eventide Asset Management, Llc | 14 577 | 70,83 | 3 506 | 76,31 | ||||
| 2026-04-21 | 13F | New Perspectives, Inc | 1 264 | 0,00 | 307 | 4,79 | ||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 1 407 | 341 | ||||||
| 2026-05-07 | 13F | Alchemi Wealth, LLC | 2 979 | 0,03 | 723 | 4,94 | ||||
| 2026-02-12 | 13F | Caerus Investment Advisors, LLC | 1 278 | 11,71 | 296 | 9,26 | ||||
| 2026-04-17 | 13F | Harbour Wealth Management Group, Inc. | 1 368 | 9,70 | 332 | 14,93 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 4 001 | −1,77 | 971 | 2,97 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 1 110 | −0,89 | 269 | 3,07 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 37 442 | −4,01 | 9 084 | 0,69 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 325 | 0,00 | 79 | 4,00 | ||||
| 2026-04-08 | 13F | Orrstown Financial Services Inc | 5 014 | −4,29 | 1 216 | 0,41 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 917 | −2,96 | 223 | 1,83 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 260 | −6,81 | 60 | −11,76 | ||||
| 2026-05-08 | 13F | Vanguard Portfolio Management Llc | 14 444 761 | 3 504 588 | ||||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Creative Planning | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-14 | 13F | Dodge & Cox | 260 952 | −0,82 | 63 312 | 4,02 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 1 761 | 427 | ||||||
| 2026-04-09 | 13F | Boit C F David | 5 625 | 0,00 | 1 365 | 6,23 | ||||
| 2026-04-14 | 13F | Cdm Financial Counseling Services, Inc. | 3 423 | 2,12 | 830 | 7,10 | ||||
| 2026-04-29 | 13F | Carnegie Lake Advisors LLC | 1 519 | 49,07 | 369 | 56,60 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 54 327 | −2,28 | 13 | 8,33 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 1 830 | 1,61 | 444 | 6,73 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 216 146 | −1,73 | 52 441 | 3,07 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 8 530 | 556,15 | 2 070 | 589,67 | ||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 943 | 0,11 | 229 | 5,07 | ||||
| 2026-05-15 | 13F | Westport Asset Management Inc | 8 800 | 0,00 | 2 135 | 2,64 | ||||
| 2026-04-10 | 13F | Sunflower Bank, N.A. | 6 075 | −0,56 | 1 474 | 4,25 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 383 482 | 0,85 | 335 660 | 5,78 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 35 522 | 5,55 | 8 619 | 10,71 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 2 740 | −4,03 | 665 | 0,61 | ||||
| 2026-04-24 | 13F | ProShare Advisors LLC | 94 800 | −19,64 | 23 000 | −15,72 | ||||
| 2026-05-13 | 13F | Capital International Inc /ca/ | 192 019 | 2,97 | 46 588 | 8,00 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 635 | 0,00 | 0 | |||||
| 2026-04-24 | 13F | Sage Investment Counsel LLC | 1 318 | 0,00 | 320 | 4,93 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 32 | 0,00 | 8 | 0,00 | ||||
| 2026-04-21 | 13F | Northeast Investment Management | 172 449 | −4,23 | 41 840 | 0,44 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | Call | 30 800 | −25,60 | 7 125 | −27,19 | |||
| 2026-05-15 | 13F | Resolution Capital Ltd | 28 460 | 3,27 | 6 905 | 8,30 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | Put | 6 500 | −78,76 | 1 504 | −79,22 | |||
| 2026-05-12 | 13F | Jupiter Asset Management Ltd | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 54 | 10,20 | 13 | 18,18 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 136 268 | 2,57 | 33 061 | 7,59 | ||||
| 2026-05-14 | 13F | Heathbridge Capital Management Ltd. | 975 | −2,50 | 237 | 2,16 | ||||
| 2026-05-06 | 13F | O'Brien Greene & Co. Inc | 40 793 | 2,54 | 9 897 | 7,55 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 49 | −26,87 | 12 | −26,67 | ||||
| 2026-04-23 | 13F | Master's Wealth Management Inc. | 2 477 | 16,56 | 601 | 22,20 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 2 715 | 1,34 | 659 | 6,30 | ||||
| 2026-04-13 | 13F | Bourgeon Capital Management Llc | 60 516 | 131,51 | 14 682 | 142,84 | ||||
| 2026-04-27 | 13F | V-Square Quantitative Management LLC | 17 295 | −1,49 | 4 196 | 3,32 |
