Institutionellt ägande och aktieägare
Exxon Mobil Corporation (MX:XOM) har 4859 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 3,219,875,202 aktier. Största aktieägare inkluderar Vanguard Group Inc, BlackRock, Inc., Vanguard Capital Management Llc, State Street Corp, Fmr Llc, Vanguard Portfolio Management Llc, Geode Capital Management, Llc, Jpmorgan Chase & Co, Morgan Stanley, and Bank Of America Corp /de/ .
Exxon Mobil Corporation (BMV:XOM) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 2 408 | −2,47 | 408 | 37,37 | ||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 3 199 | −18,41 | 385 | −13,12 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 2 378 | −39,74 | 403 | −15,51 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 4 926 | 55,10 | 836 | 118,59 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 29 836 | −6,49 | 5 062 | 31,86 | ||||
| 2026-01-21 | 13F | Oak Thistle LLC | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Advanced Portfolio Management, LLC | 5 041 | 607 | ||||||
| 2026-02-04 | 13F | Virginia Retirement Systems Et Al | 559 672 | 10,79 | 67 351 | 18,25 | ||||
| 2026-05-08 | 13F | Northwestern Mutual Investment Management Company, Llc | 133 718 | −0,76 | 22 687 | 39,91 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 3 235 | −4,99 | 389 | 2,10 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 172 043 | −2,98 | 29 189 | 36,78 | ||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 14 219 | 0,59 | 2 412 | 41,80 | ||||
| 2026-02-17 | 13F | Ninepoint Partners LP | 4 476 | 0,00 | 539 | 6,75 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 78 667 | 5,73 | 13 347 | 49,05 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 26 576 | 14,49 | 4 509 | 61,40 | ||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 35 162 | −9,14 | 5 966 | 28,09 | ||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 5 403 | 9,59 | 1 | |||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 12 768 | 37,85 | 2 166 | 94,43 | ||||
| 2026-04-29 | 13F | Nichols & Pratt Advisers Llp /ma | 74 908 | −0,51 | 12 709 | 40,26 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 1 950 672 | 1,66 | 330 951 | 43,11 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 41 141 | −12,73 | 7 | 20,00 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 5 608 | 9,96 | 951 | 55,14 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 2 115 | 8,52 | 315 | 34,19 | ||||
| 2026-04-21 | 13F | Roth Financial Partners LLC | 5 331 | 0,00 | 904 | 41,03 | ||||
| 2026-05-15 | 13F | Fullerton Fund Management Co Ltd | 2 901 | 492 | ||||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 22 929 | 9,45 | 3 890 | 54,30 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 61 586 | 13,04 | 10 | 66,67 | ||||
| 2026-05-11 | 13F | Westpac Banking Corp | 19 263 | −1,32 | 3 268 | 39,12 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 20 706 | −1,46 | 3 513 | 38,96 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 3 383 | −1,71 | 524 | 13,70 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 2 926 | 3,80 | 497 | 46,31 | ||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 36 274 | 0,78 | 6 154 | 42,09 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 61 251 | −0,74 | 10 392 | 39,93 | ||||
| 2026-04-24 | 13F | Secured Retirement Advisors, Llc | 18 813 | −0,60 | 3 192 | 40,14 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 5 645 | 0,00 | 958 | 40,94 | ||||
| 2026-04-20 | 13F | 25 Llc | 2 209 | 18,32 | 375 | 66,96 | ||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 1 953 | 331 | ||||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 15 305 | 5,59 | 2 597 | 48,85 | ||||
| 2026-04-13 | 13F | Chickasaw Capital Management Llc | 14 792 | 0,00 | 3 | 100,00 | ||||
| 2026-05-05 | 13F | Schwallier Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 32 418 | −12,76 | 5 500 | 23,01 | ||||
| 2026-05-14 | 13F | Permanent Capital Management, LP | 5 187 | −37,23 | 801 | −19,52 | ||||
| 2026-04-22 | 13F | J. Team Financial, Inc. | 8 952 | −27,37 | 1 519 | 2,36 | ||||
| 2026-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 5 865 | −19,38 | 995 | 13,71 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 158 171 | 0,15 | 26 835 | 41,20 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 3 765 | −16,41 | 639 | 17,71 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 42 724 | −5,17 | 7 249 | 33,70 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 5 087 | 94,90 | 863 | 174,84 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 46 220 | −1,27 | 7 842 | 39,20 | ||||
| 2026-05-12 | 13F | Teachers Insurance & Annuity Association Of America | 5 765 | 0,00 | 978 | 41,13 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 3 407 | −1,39 | 520 | 25,30 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 152 605 | 1,94 | 18 365 | 8,80 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 49 311 | 6,97 | 8 366 | 50,82 | ||||
| 2026-02-10 | 13F | Norges Bank | 63 362 667 | 7 625 063 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 11 932 | −0,20 | 2 024 | 40,75 | ||||
| 2026-05-15 | 13F | Siemens Fonds Invest GmbH | 60 025 | −1,70 | 10 184 | 37,85 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 2 807 | −47,22 | 476 | −25,51 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 28 149 | 0,80 | 4 776 | 42,11 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 3 807 | −4,83 | 646 | 34,10 | ||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 95 478 649 | −0,46 | 16 130 047 | 40,33 | ||||
| 2026-05-07 | 13F | Lountzis Asset Management, Llc | 5 567 | 0,00 | 944 | 41,11 | ||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 3 830 | 461 | ||||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 69 106 | −17,19 | 11 725 | 16,75 | ||||
| 2026-04-21 | 13F | Fruth Investment Management | 80 430 | −0,28 | 14 | 44,44 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 6 777 | −14,95 | 1 150 | 19,94 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 2 274 | −71,36 | 386 | −59,69 | ||||
| 2026-04-15 | 13F | Targeted Financial Services LLC | 13 549 | −9,84 | 2 299 | 25,37 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 9 517 | 0,00 | 1 615 | 40,96 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 10 130 | 7,35 | 1 719 | 51,37 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 6 815 | 7,32 | 1 156 | 51,31 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 13 060 | 3,02 | 2 216 | 45,25 | ||||
| 2026-04-09 | 13F | Overbrook Management Corp | 3 782 | 9,18 | 642 | 54,09 | ||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 55 123 | −18,71 | 9 352 | 14,61 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 30 605 | −5,13 | 5 192 | 33,78 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 6 065 | −24,01 | 1 026 | 4,38 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 20 860 | −37,51 | 3 539 | −11,88 | ||||
| 2026-05-06 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 147 058 | 73,93 | 24 950 | 145,22 | ||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 92 614 | 0,00 | 15 713 | 40,98 | ||||
| 2026-04-24 | 13F | Optas, LLC | 9 813 | 13,00 | 1 665 | 59,23 | ||||
| 2026-05-05 | 13F | Correct Capital Wealth Management | 23 144 | −2,56 | 3 927 | 37,37 | ||||
| 2026-04-08 | 13F | AAFMAA Wealth Management & Trust LLC | 9 614 | 1 631 | ||||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 5 479 | −5,84 | 1 | |||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 622 111 | 11,75 | 106 673 | 58,97 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 45 223 | −0,18 | 7 673 | 40,72 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 4 703 | −17,85 | 798 | 18,42 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 2 161 | 367 | ||||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 232 | 14,29 | 39 | 62,50 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 14 062 | 7,62 | 2 386 | 51,72 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 944 | 67,38 | 160 | 138,81 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 129 280 | 3,62 | 21 934 | 46,09 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 250 711 | −2,59 | 42 536 | 37,32 | ||||
| 2026-05-12 | 13F | TT Capital Management LLC | 2 501 | 0,00 | 424 | 41,33 | ||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 144 006 | −2,80 | 24 432 | 37,04 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 121 871 | 3,76 | 20 677 | 46,29 | ||||
| 2026-04-21 | 13F | WT Wealth Management | 2 421 | −22,25 | 411 | 9,63 | ||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 2 100 | 3,30 | 356 | 45,90 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 1 416 | 240 | ||||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 23 805 | 2,51 | 4 039 | 44,52 | ||||
| 2026-05-15 | 13F | Towarzystwo Funduszy Inwestycyjnych Pzu Sa | 19 370 | 27,60 | 3 286 | 79,96 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 12 058 | −3,06 | 2 | 100,00 | ||||
| 2026-05-14 | 13F | Bleichroeder LP | 1 075 | 0,00 | 182 | 41,09 | ||||
| 2026-05-14 | 13F | Marathon Trading Investment Management LLC | 1 840 | −28,10 | 312 | 1,63 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 8 562 | 9,10 | 1 453 | 53,81 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 2 876 | −3,49 | 488 | 36,03 | ||||
| 2026-04-07 | 13F | Abner Herrman & Brock Llc | 127 018 | −0,17 | 22 | 40,00 | ||||
| 2026-05-13 | 13F | Mizuho Markets Cayman LP | 880 159 | −35,82 | 149 328 | −9,52 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 16 594 | 5,73 | 2 815 | 49,10 | ||||
| 2026-05-15 | 13F | Voleon Capital Management Lp | 38 849 | −49,41 | 6 591 | −28,67 | ||||
| 2026-05-14 | 13F | Marathon Trading Investment Management LLC | Put | 200 | 0,00 | 34 | 37,50 | |||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 4 364 | −16,41 | 740 | 17,83 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 6 873 | 21,11 | 1 166 | 70,97 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 8 090 | −0,85 | 1 | |||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 273 429 | 12,34 | 46 390 | 58,39 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 868 | 4,20 | 105 | 11,83 | ||||
| 2026-04-27 | 13F | Citizens & Northern Corp | 26 103 | −0,89 | 4 429 | 39,73 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 23 466 | 2,93 | 3 981 | 45,13 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 220 818 | 11,80 | 37 464 | 57,62 | ||||
| 2026-04-20 | 13F | Louisiana State Employees Retirement System | 213 000 | −1,11 | 36 138 | 39,41 | ||||
| 2026-04-21 | 13F | Penbrook Management LLC | 1 280 | 217 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 311 896 | −11,01 | 52 984 | 25,27 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 459 | 0,00 | 55 | 7,84 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 1 281 | 217 | ||||||
| 2026-04-13 | 13F | Mlp3, Llc | 2 664 | −6,76 | 452 | 31,49 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 1 608 | 273 | ||||||
| 2026-05-01 | 13F | Midwest Trust Co | 710 969 | 3,86 | 120 623 | 46,42 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 16 289 | −19,24 | 2 764 | 13,84 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 60 265 | −1,76 | 9 010 | 8,92 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 31 307 | −5,94 | 5 312 | 31,92 | ||||
| 2026-04-24 | 13F | Mitchell & Pahl Private Wealth, Llc | 31 716 | −0,96 | 5 381 | 39,63 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | Call | 200 | 34 | |||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 15 938 | −1,63 | 2 704 | 38,74 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 12 243 | −14,80 | 2 077 | 20,13 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 5 040 | −9,25 | 855 | 16,80 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 147 431 | −1,04 | 25 013 | 39,51 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 15 280 | −3,34 | 2 592 | 36,28 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 37 864 | −8,56 | 6 424 | 28,92 | ||||
| 2026-05-06 | 13F | BOCHK Asset Management Ltd | 66 500 | 11 282 | ||||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 5 403 | −13,92 | 917 | 21,32 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 197 174 | 7,28 | 33 453 | 51,24 | ||||
| 2026-04-24 | 13F | Strs Ohio | 1 997 275 | −4,44 | 338 858 | 34,72 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 236 612 | −0,89 | 40 144 | 39,73 | ||||
| 2026-05-07 | 13F | First National Trust Co | 204 729 | 4,85 | 34 734 | 47,82 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 33 202 | −11,75 | 3 996 | −5,80 | ||||
| 2026-05-11 | 13F | Momentous Wealth Management, Inc. | 5 749 | 1,21 | 975 | 42,75 | ||||
| 2026-05-11 | 13F | Boston Partners | 394 898 | −5,17 | 66 998 | 33,61 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 4 555 | −11,90 | 773 | 24,12 | ||||
| 2026-05-12 | 13F | Ruggiero Investments, Inc. | 8 263 | 1,47 | 1 402 | 43,11 | ||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 7 780 | 2,83 | 1 320 | 44,95 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 5 079 | −15,41 | 862 | 19,25 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 18 690 | 5,72 | 3 171 | 49,04 | ||||
| 2026-04-29 | 13F | Invested Advisors | 1 214 | 206 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1 539 743 | −4,22 | 261 | 35,23 | ||||
| 2026-04-08 | 13F | Significant Wealth Partners LLC | 2 287 | −36,82 | 388 | −11,03 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 2 541 | 2,09 | 431 | 44,15 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 90 103 | 0,16 | 15 287 | 41,21 | ||||
| 2026-05-13 | 13F | Fox Hill Wealth Management | 8 855 | −0,76 | 1 502 | 39,98 | ||||
| 2026-04-13 | 13F | BFI Infinity Ltd. | 27 902 | 4 734 | ||||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 15 128 | 3,55 | 2 594 | 47,50 | ||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 7 125 | 8,66 | 1 209 | 53,11 | ||||
| 2026-05-15 | 13F | State of Tennessee, Treasury Department | 1 455 134 | −7,75 | 246 878 | 10,68 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 38 708 | −57,99 | 6 567 | −40,77 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 21 904 | 8,25 | 3 716 | 52,67 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 3 720 | 1,86 | 631 | 43,74 | ||||
| 2026-05-18 | 13F | Twin Lakes Capital Management, LLC | 39 183 | −1,03 | 6 648 | 39,53 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 169 772 | −9,88 | 28 804 | 27,05 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 5 716 | 12,01 | 970 | 57,82 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 16 920 | −10,20 | 2 871 | 26,60 | ||||
| 2026-04-23 | 13F | Eagle Wealth Advisors LLC | 2 625 | 0,50 | 445 | 41,72 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 7 897 | −1,74 | 1 340 | 38,47 | ||||
| 2026-04-30 | 13F | Guided Capital Wealth Management, LLC | 16 625 | −0,18 | 2 821 | 40,72 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 3 406 | −5,47 | 578 | 33,26 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | Put | 62 000 | 10 519 | |||||
| 2026-05-14 | 13F | Marshall Wace, Llp | Call | 64 900 | 1 445,24 | 11 011 | 2 080,20 | |||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 9 216 | 24,86 | 1 564 | 76,01 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 1 437 | 244 | ||||||
| 2026-04-07 | 13F | St. Louis Financial Planners Asset Management, LLC | 25 655 | −15,93 | 4 353 | 18,52 | ||||
| 2026-04-23 | 13F | CBOE Vest Financial, LLC | 504 458 | −5,66 | 85 586 | 33,00 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 275 000 | −62,59 | 46 656 | −47,25 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 7 335 | 0,07 | 1 245 | 41,04 | ||||
| 2026-05-15 | 13F | JMN Financial LLC | 3 303 | 29,68 | 560 | 83,01 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 39 759 | −17,64 | 6 659 | 14,87 | ||||
| 2026-05-13 | 13F | Aureus Asset Management, LLC | 3 736 | 8,70 | 634 | 53,27 | ||||
| 2026-02-02 | 13F | Wolverine Asset Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 29 957 | 0,69 | 5 082 | 41,96 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 29 665 | −5,21 | 5 033 | 33,62 | ||||
| 2026-05-08 | 13F/A | Notis-McConarty Edward | 23 760 | −0,21 | 4 031 | 40,70 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 24 849 | 3,36 | 4 216 | 45,70 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 9 161 | 45,34 | 1 554 | 105,01 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 3 674 | −4,10 | 623 | 35,43 | ||||
| 2026-05-07 | 13F | Gladius Capital Management LP | Call | 198 100 | 119,38 | 33 610 | 209,30 | |||
| 2026-05-08 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-05-07 | 13F | Gladius Capital Management LP | Put | 134 600 | 27,10 | 22 836 | 79,19 | |||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 1 437 | 244 | ||||||
| 2026-05-06 | 13F | Audent Global Asset Management, LLC | 3 379 | −1,92 | 573 | 38,41 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 109 855 | 40,45 | 18 638 | 98,02 | ||||
| 2026-05-11 | 13F | Caitong International Asset Management Co., Ltd | 55 643 | 9 440 | ||||||
| 2026-05-05 | 13F | Freedom Day Solutions, LLC | 31 366 | −1,10 | 5 321 | 39,44 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 221 012 | −27,87 | 37 497 | 1,70 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 25 627 | −0,55 | 4 348 | 40,18 | ||||
| 2026-04-30 | 13F | Summa Corp. | 6 600 | −5,71 | 1 120 | 32,90 | ||||
| 2026-05-15 | 13F | Solus Alternative Asset Management LP | 205 310 | −32,75 | 34 833 | −5,20 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 50 156 | 11,18 | 8 509 | 56,76 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 265 | 0,38 | 45 | 41,94 | ||||
| 2026-05-07 | 13F | Omnia Family Wealth, LLC | 1 899 | −48,66 | 322 | −27,64 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 1 356 023 | −1,68 | 230 063 | 38,62 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 6 371 | −1,04 | 1 081 | 39,53 | ||||
| 2026-05-15 | 13F | Pitti Group Wealth Management, LLC | 14 857 | 0,00 | 2 521 | 41,02 | ||||
| 2026-05-12 | 13F | Tufton Capital Management | 84 890 | −1,44 | 14 | 40,00 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 100 340 | 113,55 | 15 520 | 161,04 | ||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 4 576 | −7,26 | 776 | 30,86 | ||||
| 2026-05-08 | 13F | Deseret Mutual Benefit Administrators | 17 230 | 75,91 | 2 923 | 148,13 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 59 025 | 0,51 | 10 014 | 41,70 | ||||
| 2026-05-14 | 13F | Lighthouse Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 30 070 | −32,90 | 5 102 | −5,41 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 128 819 | −23,25 | 21 855 | 8,20 | ||||
| 2026-04-16 | 13F | TB Alternative Assets Ltd. | 79 653 | 13 514 | ||||||
| 2026-04-27 | 13F | Keating Investment Counselors Inc | 15 744 | −13,99 | 2 671 | 21,30 | ||||
| 2026-05-12 | 13F | Vines Capital Management, LLC | 3 663 | 0,69 | 621 | 42,11 | ||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 5 373 | 0,00 | 912 | 41,02 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 11 162 | 7,86 | 1 894 | 52,05 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 2 666 | −30,63 | 452 | −2,80 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 9 924 | 250,55 | 1 684 | 395,00 | ||||
| 2026-05-13 | 13F | Machina Capital S.a.s. | 2 306 | −87,24 | 391 | −82,01 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 26 200 | 0,41 | 3 153 | 7,14 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 9 727 | −7,60 | 1 650 | 30,33 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 10 001 | 1 697 | ||||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 5 804 | 92,57 | 985 | 171,82 | ||||
| 2026-05-08 | 13F | Dash Acquisitions Inc. | 10 763 | −5,15 | 1 589 | −5,08 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 33 766 | 17,52 | 5 729 | 65,69 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 502 743 | 6,83 | 85 295 | 50,61 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 8 819 | 0,25 | 1 496 | 41,40 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2026-04-22 | 13F | Wallington Asset Management, LLC | 88 113 | −4,83 | 14 949 | 34,18 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 25 366 | 18,98 | 4 304 | 67,76 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 1 075 915 | 20,06 | 182 540 | 69,27 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 6 848 | 106,95 | 1 162 | 191,71 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 6 995 | −29,18 | 1 187 | −0,17 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 7 598 | −0,05 | 1 289 | 41,03 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 4 910 | −85,62 | 833 | −79,72 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 17 090 | −1,97 | 2 900 | 38,18 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 2 043 449 | 6,21 | 346 692 | 49,74 | ||||
| 2026-05-15 | 13F | Aufman Associates Inc | 8 648 | −4,28 | 1 467 | 34,96 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 47 347 | −1,15 | 8 033 | 39,37 | ||||
| 2026-05-16 | 13F | Opal Capital Llc | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 198 084 | 144,19 | 33 607 | 244,29 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 4 373 | −1,20 | 703 | 32,14 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | Call | 28 600 | −18,75 | 4 852 | 14,57 | |||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 39 692 | 2,88 | 6 734 | 45,07 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 5 086 595 | −8,58 | 862 992 | 28,89 | ||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 2 030 | −14,96 | 344 | 19,86 | ||||
| 2026-04-15 | 13F | Park Capital Management, LLC / WI | 2 038 | −6,94 | 346 | 31,18 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 46 131 | 148,27 | 7 827 | 250,00 | ||||
| 2026-05-07 | 13F | Tacita Capital Inc | 664 | 0,00 | 113 | 41,77 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 75 930 | −5,63 | 12 882 | 143 033,33 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 21 377 | 2,07 | 3 627 | 43,89 | ||||
| 2026-05-14 | 13F | Paragon Capital Management LLC | 9 532 | −1,57 | 1 617 | 38,80 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 31 014 | 0,65 | 5 | 66,67 | ||||
| 2026-05-12 | 13F | Bey-Douglas LLC | 4 413 | 0,50 | 749 | 41,67 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 1 897 | −87,37 | 278 | −86,19 | ||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 9 992 | 14,39 | 1 610 | 29,11 | ||||
| 2026-05-08 | 13F | Searle & Co. | 79 843 | −0,86 | 13 546 | 39,78 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 8 322 | −7,18 | 1 412 | 30,77 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 0 | −100,00 | 0 | |||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 8 803 | 0,00 | 1 494 | 40,98 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 4 834 | −8,88 | 820 | 27,93 | ||||
| 2026-04-21 | 13F | Biltmore Wealth Management, LLC | 3 556 | 0,00 | 603 | 41,22 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 461 | −62,55 | 78 | −47,30 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 16 397 | −5,53 | 2 782 | 33,19 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 43 013 | 8,59 | 7 298 | 53,11 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 3 068 | −24,58 | 520 | 6,34 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 1 240 | 0 | ||||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 13 130 | −1,86 | 2 228 | 38,32 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 1 307 | 222 | ||||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 5 605 | 0,14 | 675 | 6,81 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 46 906 | −0,50 | 7 958 | 40,28 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 2 471 | −5,94 | 419 | 32,59 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 6 708 | 2,30 | 1 138 | 44,23 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 8 941 | −8,70 | 1 517 | 28,69 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 2 926 | −68,47 | 496 | −55,56 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 1 413 | 240 | ||||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 9 036 | 9,63 | 1 533 | 54,69 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 19 131 | 6,35 | 3 246 | 49,95 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 1 216 193 | −12,21 | 206 339 | 23,77 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 4 789 | 0,00 | 813 | 40,97 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 4 754 | −2,22 | 807 | 38,01 | ||||
| 2026-04-22 | 13F | Englebert Financial Advisers, LLC | 1 862 | −23,06 | 316 | 8,25 | ||||
| 2026-04-20 | 13F | Miller Howard Investments Inc /ny | 10 935 | −52,91 | 1 855 | −33,61 | ||||
| 2026-05-15 | 13F | Bluefin Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 134 262 | −3,41 | 22 779 | 36,18 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 57 177 | 2,64 | 9 701 | 44,71 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 20 985 | 4,91 | 3 560 | 47,90 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 6 596 | −5,08 | 1 119 | 33,85 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 4 961 | 180,92 | 842 | 296,70 | ||||
| 2026-05-15 | 13F | Caledonia (Private) Investments Pty Ltd | 2 199 | 373 | ||||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 40 100 | 0,53 | 6 803 | 14,43 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 8 413 | 0,00 | 1 427 | 41,01 | ||||
| 2026-05-01 | 13F | Banyan Capital Management, Inc. | 4 634 | −11,29 | 786 | 25,16 | ||||
| 2026-05-14 | 13F | Schwerin Boyle Capital Management Inc | 201 162 | −6,69 | 34 129 | 31,55 | ||||
| 2026-04-14 | 13F | Legacy Trust | 15 494 | 14,36 | 2 629 | 61,23 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 333 | −35,96 | 57 | −9,68 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 492 309 | 8,28 | 83 525 | 52,67 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 1 483 | 252 | ||||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 5 012 | −1,10 | 850 | 39,57 | ||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 2 874 | 0,00 | 488 | 41,16 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 3 046 | −1,96 | 517 | 38,34 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 1 893 | 0,00 | 321 | 41,41 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 5 736 | 973 | ||||||
| 2026-05-08 | 13F | Tower Wealth Partners, Inc. | 14 632 | −1,14 | 2 482 | 39,36 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 5 972 | 41,18 | 1 013 | 99,02 | ||||
| 2026-05-15 | 13F | Constant Guidance Financial LLC | 3 883 | 0,00 | 659 | 40,90 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management Services Ltd | 10 767 | 0,00 | 1 827 | 41,00 | ||||
| 2026-05-13 | 13F | Lynch Investment Planning, LLC | 1 756 | 0,52 | 298 | 41,43 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 163 626 | 1,72 | 27 761 | 43,41 | ||||
| 2026-04-09 | 13F | Generali Investments, Management Co LLC | 50 613 | 17,21 | 8 587 | 65,26 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 348 977 | 6,11 | 59 207 | 49,60 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 2 990 | 507 | ||||||
| 2026-05-14 | 13F | PARK CIRCLE Co | 13 468 | 0,00 | 2 285 | 40,99 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 24 517 | 4,03 | 3 942 | 28,75 | ||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 200 | 0,00 | 34 | 37,50 | ||||
| 2026-05-14 | 13F | B&l Asset Management Llc | 10 623 | 34,28 | 1 802 | 89,29 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 5 330 | 0,00 | 904 | 41,03 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 3 307 | −2,01 | 561 | 38,18 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 800 276 | −17,06 | 135 775 | 16,93 | ||||
| 2026-05-11 | 13F | Saturna Capital CORP | 1 584 | 269 | ||||||
| 2026-04-28 | 13F | Intelligent Financial Strategies | 600 | 0,00 | 102 | 40,28 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 211 183 | −3,47 | 35 829 | 36,10 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 35 859 | 6,38 | 6 084 | 49,98 | ||||
| 2026-05-07 | 13F | Prentiss Smith & Co Inc | 11 321 | 0,00 | 1 921 | 40,97 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 23 852 | 0,22 | 4 047 | 41,27 | ||||
| 2026-05-19 | 13F | Kensington Investment Counsel, LLC | 17 548 | 222,51 | 2 977 | 355,20 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 1 457 | 247 | ||||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 19 501 | 2,17 | 3 309 | 44,08 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 20 071 | 12,96 | 3 405 | 59,26 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | Call | 2 100 | 356 | |||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 16 987 | −0,97 | 2 882 | 39,58 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | Put | 4 400 | 747 | |||||
| 2026-05-15 | 13F | Trexquant Investment LP | 105 643 | 640,06 | 17 923 | 943,86 | ||||
| 2026-05-08 | 13F | Intech Investment Management Llc | 135 926 | −35,16 | 23 061 | −8,59 | ||||
| 2026-02-18 | 13F | Front Street Capital Management, Inc. | 2 009 | 0 | ||||||
| 2026-02-05 | 13F | Applied Finance Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 31 710 | 2,17 | 5 380 | 44,05 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 36 386 | −4,22 | 6 173 | 35,05 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 3 812 | 0,00 | 647 | 41,05 | ||||
| 2026-05-14 | 13F | New Paradigm Capital Management, LLC | 5 000 | 848 | ||||||
| 2026-05-15 | 13F | Utah Retirement Systems | 686 886 | −3,28 | 116 537 | 36,36 | ||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 4 306 | −27,95 | 731 | 1,53 | ||||
| 2026-05-14 | 13F | Osmosis Investment Management UK Ltd | 0 | −100,00 | 0 | |||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 41 854 | 11,46 | 7 101 | 57,15 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 4 643 | 11,61 | 788 | 46,55 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 4 070 | 0,10 | 691 | 41,10 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 727 | 123 | ||||||
| 2026-04-24 | 13F | Cane Capital Partners, LLC | 42 771 | −6,56 | 7 256 | 31,74 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 26 511 | −0,06 | 4 498 | 40,88 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 3 453 | 586 | ||||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 10 476 | −0,18 | 1 777 | 40,81 | ||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 1 601 | 272 | ||||||
| 2026-04-21 | 13F | Barlow Wealth Partners, Inc. | 19 595 | −0,26 | 2 869 | 17,20 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 8 743 | 1,11 | 1 483 | 42,60 | ||||
| 2026-05-14 | 13F | Oak Associates Ltd /oh/ | 1 975 | 0,00 | 335 | 41,35 | ||||
| 2026-04-30 | 13F | Private Harbour Investment Management & Counsel, LLC | 27 323 | −33,79 | 4 636 | −6,67 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 81 445 | −3,35 | 13 818 | 36,27 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 45 250 | 3,60 | 7 677 | 46,09 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 20 820 | 1,19 | 3 532 | 42,71 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 13 044 | −0,21 | 2 213 | 40,69 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 5 554 | 1,00 | 942 | 42,51 | ||||
| 2026-04-14 | 13F | FMA Wealth Management, LLC | 3 408 | 0,00 | 578 | 40,98 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 402 | −1,71 | 68 | 38,78 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 4 422 | 4,24 | 750 | 47,06 | ||||
| 2026-04-21 | 13F | Gagnon Securities Llc | 0 | −100,00 | 0 | |||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 9 561 | −13,86 | 1 622 | 21,50 | ||||
| 2026-05-12 | 13F | Sivia Capital Partners, LLC | 7 806 | −45,50 | 1 324 | −23,16 | ||||
| 2026-04-16 | 13F | Aegon Asset Management Uk Plc | 432 496 | 130,22 | 73 364 | 224,58 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 6 864 | 11,83 | 1 164 | 57,72 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 7 586 | −0,65 | 1 287 | 40,20 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 66 872 | −5,69 | 11 346 | 32,97 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 5 992 | −4,65 | 1 017 | 34,39 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 5 110 | 17,12 | 760 | 44,57 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 37 437 | −0,77 | 6 352 | 39,89 | ||||
| 2026-05-13 | 13F | Bradyco, Inc. | 24 761 | 0,00 | 4 201 | 40,99 | ||||
| 2026-05-18 | 13F | Cim, Llc | 27 906 | −0,82 | 4 734 | 39,81 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 61 124 | −3,35 | 10 370 | 36,27 | ||||
| 2026-02-11 | 13F | Alethea Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 5 526 | 0,00 | 938 | 41,11 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 17 177 | 8,97 | 2 914 | 53,69 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 7 166 | 9,39 | 1 216 | 54,19 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 16 367 | −6,11 | 2 777 | 32,38 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 16 867 | 0,37 | 2 862 | 41,49 | ||||
| 2026-04-28 | 13F | Argus Investors' Counsel, Inc. | 7 970 | −1,93 | 1 352 | 38,24 | ||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 26 859 | −0,37 | 4 557 | 40,44 | ||||
| 2026-05-15 | 13F | Delaware Management Holdings, Inc. | 1 784 911 | −9,92 | 302 831 | 27,00 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 2 615 | 444 | ||||||
| 2026-05-13 | 13F | Keystone Financial Group | 53 205 | 1,13 | 9 021 | 42,51 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 44 618 | 9,51 | 7 570 | 54,40 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 6 905 | −48,25 | 1 172 | −27,04 | ||||
| 2026-04-09 | 13F | Herbst Group, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-13 | 13F | Bay Rivers Group | 3 552 | −2,74 | 603 | 37,13 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 44 616 | −1,43 | 7 569 | 38,96 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 10 522 | 0,00 | 1 785 | 41,00 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 32 048 | −0,65 | 4 925 | 10,33 | ||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 5 022 | 0,68 | 852 | 15,00 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 15 681 | 1,40 | 1 887 | 8,26 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 81 075 | 0,99 | 13 755 | 42,39 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 5 136 | −8,06 | 871 | 29,61 | ||||
| 2026-05-11 | 13F | Mizuho Securities Usa Llc | 252 639 | −17,72 | 42 863 | 20,42 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 11 979 | −18,50 | 2 032 | 14,93 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 9 878 | 8,94 | 1 676 | 53,53 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 24 760 | 7,14 | 4 201 | 51,02 | ||||
| 2026-05-14 | 13F | McKinney Capital Management, LLC | 6 833 | 1 159 | ||||||
| 2026-04-30 | 13F | Commons Capital, Llc | 5 602 | 0,23 | 950 | 41,37 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 893 | 46,63 | 152 | 106,85 | ||||
| 2026-05-12 | 13F | Employees Provident Fund Board | 1 013 354 | −48,97 | 171 926 | −28,06 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 5 059 | 5,24 | 858 | 48,44 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 5 069 | 0,00 | 860 | 40,98 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 115 165 | 58,98 | 19 539 | 124,14 | ||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 1 213 | 206 | ||||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 10 339 | 195,57 | 1 754 | 317,62 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 215 | 36 | ||||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 4 725 | 145,45 | 802 | 246,75 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 33 605 | −23,30 | 5 702 | 8,14 | ||||
| 2026-05-13 | 13F | Barrow Hanley Mewhinney & Strauss Llc | 4 052 608 | −2,14 | 687 565 | 37,96 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 2 543 | 0,91 | 431 | 42,24 | ||||
| 2026-05-12 | 13F | Winton Capital Group Ltd | 21 100 | 0,00 | 3 580 | 40,96 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 4 954 | 13,55 | 840 | 60,00 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 33 319 | −5,14 | 5 653 | 33,74 | ||||
| 2026-02-10 | 13F | Axq Capital, Lp | 0 | −100,00 | 0 | |||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 1 822 | 8,65 | 309 | 53,73 | ||||
| 2026-05-14 | 13F | Lord, Abbett & Co. Llc | 2 442 705 | −12,01 | 414 | 23,95 | ||||
| 2026-05-13 | 13F | Oak Grove Capital LLC | 1 800 | 0,00 | 305 | 41,20 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 2 518 | 36,55 | 427 | 93,21 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 8 866 | 15,82 | 1 504 | 63,30 | ||||
| 2026-05-14 | 13F | Wills Financial Group LLC | 11 043 | −2,22 | 1 674 | 23,11 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 75 160 | −7,95 | 12 752 | 29,78 | ||||
| 2026-05-05 | 13F | State of New Jersey Common Pension Fund D | 1 447 521 | −0,89 | 245 586 | 39,73 | ||||
| 2026-05-12 | 13F | Titan Investment Solutions Ltd | 17 282 | −5,08 | 2 932 | 33,88 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 71 633 | 1,47 | 12 153 | 43,06 | ||||
| 2026-05-08 | 13F | Private Management Group Inc | 14 642 | −2,98 | 2 484 | 36,78 | ||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 1 812 | 0,00 | 307 | 40,83 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 21 440 | 0,00 | 3 638 | 40,97 | ||||
| 2026-04-21 | 13F | Vanguard Capital Wealth Advisors 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 | 3 682 | −2,64 | 625 | 37,14 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 7 906 | 93,63 | 1 341 | 173,12 | ||||
| 2026-05-06 | 13F | J.P. Marvel Investment Advisors, LLC | 44 295 | 6,42 | 7 515 | 50,06 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 3 018 | 9,71 | 512 | 54,38 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 131 293 | 111,60 | 22 276 | 198,37 | ||||
| 2026-05-11 | 13F | Chase Investment Counsel Corp | 3 006 | 1 | ||||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 289 161 | −2,11 | 49 059 | 38,01 | ||||
| 2026-05-01 | 13F | Van Cleef Asset Management,Inc | 170 833 | −1,54 | 28 983 | 38,82 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | Call | 0 | −100,00 | 0 | ||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 79 683 | −3,30 | 13 519 | 36,34 | ||||
| 2026-05-07 | 13F | Alta Advisers Ltd | 16 458 | 0,00 | 2 792 | 41,01 | ||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 271 198 613 | 46 011 557 | ||||||
| 2026-05-11 | 13F | Rinkey Investments | 11 740 | −1,26 | 1 992 | 39,23 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 1 420 | 241 | ||||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Entrewealth, Llc | 4 889 | 0,00 | 830 | 13,87 | ||||
| 2026-04-07 | 13F | O'Keefe Stevens Advisory, Inc. | 30 930 | 2,02 | 5 248 | 43,83 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 42 526 | 2,11 | 7 215 | 43,96 | ||||
| 2026-05-15 | 13F | Journey Retirement Planning & Investment Management Llc | 6 403 | −75,62 | 1 086 | −65,63 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 36 883 | −4,83 | 6 258 | 34,18 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 9 506 | 14,30 | 1 613 | 61,20 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 658 | −42,58 | 106 | −23,36 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 3 094 | −3,79 | 463 | 6,70 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 2 121 | 255 | ||||||
| 2026-04-27 | 13F | Flagstone Financial Management | 6 820 | 2,10 | 1 157 | 44,08 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 1 335 | 226 | ||||||
| 2026-05-01 | 13F | Royal London Asset Management Ltd | 2 238 022 | −0,56 | 379 703 | 40,19 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 2 191 | 2,05 | 372 | 43,80 | ||||
| 2026-05-14 | 13F | Elgethun Capital Management | 7 785 | −2,97 | 1 321 | 36,79 | ||||
| 2026-05-07 | 13F | Hopwood Financial Services, Inc. | 38 499 | −15,31 | 6 532 | 19,40 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 2 260 | 0,00 | 384 | 40,81 | ||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 19 352 | 0,01 | 3 283 | 41,02 | ||||
| 2026-05-01 | 13F | Abound Financial, Llc | 1 919 | 6,08 | 326 | 49,77 | ||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 5 223 | −10,30 | 889 | 26,82 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 62 204 | −24,81 | 10 554 | 6,01 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 80 200 | 19,63 | 9 651 | 27,69 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 8 953 | 124,16 | 1 519 | 216,25 | ||||
| 2026-05-14 | 13F | Twin Tree Management, LP | Call | 118 000 | −54,86 | 20 020 | −36,36 | |||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 80 | 515,38 | 14 | 1 200,00 | ||||
| 2026-05-14 | 13F | Twin Tree Management, LP | Put | 20 300 | −40,64 | 3 444 | −16,31 | |||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 1 757 | 298 | ||||||
| 2026-05-14 | 13F | Dai-Ichi Life Insurance Company, Ltd | 310 792 | 0,90 | 52 729 | 42,25 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 83 243 | −0,95 | 14 123 | 39,64 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 13 519 | −29,36 | 2 294 | −0,39 | ||||
| 2026-05-15 | 13F | Family Management Corp | 36 345 | 446,13 | 6 166 | 670,75 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 8 435 | 2,82 | 1 431 | 44,98 | ||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 3 111 | 0,03 | 528 | 40,91 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 1 738 245 | −3,19 | 294 911 | 36,48 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 18 893 575 | 8,79 | 3 205 484 | 53,37 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 206 087 | −5,89 | 34 965 | 32,68 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 30 301 | −0,77 | 3 646 | −0,76 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 8 785 | 2,31 | 1 491 | 44,24 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 11 614 | −11,04 | 1 970 | 25,40 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 86 055 | 5,31 | 14 600 | 48,46 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 57 793 | 0,53 | 9 805 | 41,73 | ||||
| 2026-05-12 | 13F | Acorn Creek Capital Llc | 3 369 | 7,46 | 572 | 51,46 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 579 | 0,87 | 98 | 42,03 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 949 998 | 0,63 | 161 177 | 41,87 | ||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 15 790 | −0,61 | 2 679 | 40,14 | ||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 3 237 | 0,00 | 549 | 41,13 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 11 295 | −3,25 | 1 359 | 3,27 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 26 165 | 53,99 | 4 | 100,00 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 28 550 | 20,99 | 4 844 | 70,59 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 8 661 | −1,40 | 1 469 | 38,98 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 1 953 | −49,79 | 331 | −29,27 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 245 225 | 2,13 | 41 605 | 43,99 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 5 570 | −1,40 | 945 | 39,18 | ||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 3 336 | −40,13 | 498 | −25,82 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | Put | 0 | −100,00 | 0 | ||||
| 2026-04-21 | 13F | Hosking Partners LLP | 49 840 | 0,00 | 8 456 | 40,99 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 14 280 | 35,25 | 2 423 | 90,71 | ||||
| 2026-05-14 | 13F | Peak6 Llc | Call | 1 755 800 | 41,65 | 297 889 | 99,71 | |||
| 2026-05-13 | 13F | Gordian Capital Singapore Pte Ltd | 3 200 | −77,46 | 543 | −68,27 | ||||
| 2026-05-14 | 13F | Peak6 Llc | Put | 1 271 200 | 3 023,34 | 215 672 | 4 304,15 | |||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 5 597 | −37,85 | 950 | −12,37 | ||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 15 274 | 7,40 | 1 838 | 14,66 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 18 732 | −6,52 | 3 178 | 31,81 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 839 455 | 1,39 | 142 422 | 42,94 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 8 130 | 10,84 | 1 379 | 56,35 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 7 242 | 7,54 | 1 229 | 51,60 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 61 | 0,00 | 10 | 42,86 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 6 182 355 | −6,04 | 1 048 898 | 32,47 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | Call | 211 000 | 16,19 | 35 798 | 63,81 | |||
| 2026-04-24 | 13F | SOL Capital Management CO | 2 456 | −72,73 | 260 | 25 800,00 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 34 872 | −8,27 | 5 916 | 29,34 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | Put | 298 400 | 24,07 | 50 627 | 74,93 | |||
| 2026-04-03 | 13F | Rise Advisors, LLC | 10 473 | 0,47 | 1 684 | 34,21 | ||||
| 2026-04-28 | 13F | Mokosak Advisory Group, LLC | 1 582 | 268 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 3 902 | −17,80 | 662 | 15,76 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 20 894 | −4,65 | 3 545 | 34,45 | ||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 1 315 | 223 | ||||||
| 2026-05-04 | 13F | Providence First Trust Co | 6 833 | 11,89 | 1 159 | 57,90 | ||||
| 2026-05-15 | 13F | Twinbeech Capital Lp | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 80 652 | −5,15 | 13 683 | 33,73 | ||||
| 2026-05-13 | 13F | Alpha Family Trust | 10 437 | 0,00 | 1 771 | 41,04 | ||||
| 2026-05-11 | 13F | 111 Capital | 8 414 | −30,53 | 1 428 | −2,06 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 25 812 | 9,70 | 4 379 | 54,68 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 165 145 | 35,83 | 28 018 | 91,20 | ||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 16 746 | 4,26 | 2 841 | 47,05 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 14 623 | −3,66 | 2 481 | 35,82 | ||||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 93 604 | 27,75 | 15 881 | 80,11 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 7 155 | −1,78 | 1 214 | 38,47 | ||||
| 2026-04-21 | 13F | Welch Financial Planning, LLC | 1 251 | 212 | ||||||
| 2026-04-28 | 13F | Berkshire Bank | 41 645 | −11,58 | 7 065 | 24,67 | ||||
| 2026-05-14 | 13F | Rock Point Advisors, LLC | 3 349 | −0,45 | 568 | 40,59 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 33 863 | −4,73 | 5 745 | 34,32 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 971 988 | −53,99 | 164 907 | −35,13 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 4 120 | −4,70 | 629 | −6,55 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Put | 890 800 | 3 949,09 | 151 133 | 5 609,60 | |||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Call | 700 100 | 205,05 | 118 779 | 330,07 | |||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 12 158 | −0,59 | 2 063 | 40,18 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 12 557 | 52,80 | 2 130 | 115,59 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 19 330 | −3,56 | 3 274 | 26,70 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | Put | 1 095 700 | 891,58 | 185 896 | 1 298,03 | |||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 188 653 | −7,86 | 32 348 | 30,58 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 38 547 | 2,72 | 6 540 | 44,83 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 11 348 | −0,87 | 1 925 | 39,80 | ||||
| 2026-05-04 | 13F | Absher Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2026-04-17 | 13F | Coerente Capital Management | 9 923 | −1,00 | 1 684 | 39,55 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 13 656 | 0,88 | 2 317 | 42,17 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | Call | 629 500 | 371,89 | 106 801 | 565,30 | |||
| 2026-05-15 | 13F | Capital Markets Trading UK LLP | 2 461 | 0 | ||||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 352 | 0,57 | 60 | 40,48 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 6 036 | 0,48 | 1 024 | 41,83 | ||||
| 2026-05-13 | 13F | State of Wyoming | 11 300 | 49,73 | 1 917 | 111,12 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 404 | 0,00 | 69 | 41,67 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 269 535 | −8,59 | 45 729 | 28,87 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 4 156 | 71,03 | 705 | 141,44 | ||||
| 2026-04-14 | 13F | Sensenig Capital Advisors, Inc | 1 682 | −2,89 | 285 | 37,02 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 101 468 | −13,42 | 17 216 | 22,07 | ||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 21 458 | 3,79 | 3 641 | 46,36 | ||||
| 2026-04-20 | 13F | One + One Wealth Management, Llc | 3 821 | 0,98 | 648 | 42,42 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 57 317 | 2,89 | 9 724 | 45,05 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 5 642 | 0,00 | 938 | 37,34 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 5 482 | 1,09 | 930 | 42,64 | ||||
| 2026-04-30 | 13F | Diversified Investment Strategies, LLC | 200 154 | −7,04 | 33 958 | 31,06 | ||||
| 2026-04-07 | 13F | Eastern Bank | 694 240 | 2,50 | 117 785 | 44,51 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 19 600 | −25,53 | 3 | 0,00 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 22 010 | −0,82 | 3 734 | 39,85 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 10 344 | −2,03 | 1 755 | 38,11 | ||||
| 2026-05-05 | 13F | Gentry Private Wealth, Llc | 1 749 | 0,00 | 297 | 40,95 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 51 463 | −1,53 | 8 731 | 38,83 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 13 096 | −0,98 | 2 222 | 39,60 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 206 | 0,98 | 35 | 41,67 | ||||
| 2026-05-14 | 13F | Knollwood Investment Advisory, LLC | 33 237 | 0,00 | 5 639 | 40,99 | ||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 0 | −100,00 | 0 | |||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 82 480 | 40,82 | 13 994 | 98,54 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 25 186 | −1,09 | 4 273 | 39,43 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 179 187 | 1 031,30 | 30 401 | 1 494,96 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 9 612 | 101,81 | 1 631 | 184,47 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 6 359 | 0,02 | 1 079 | 40,92 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 19 238 | −27,12 | 3 264 | 2,74 | ||||
| 2026-05-04 | 13F | Gratus Wealth Advisors, LLC | 6 798 | 2,78 | 1 153 | 45,03 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 163 944 | −0,53 | 27 815 | 40,24 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 120 983 | −5,38 | 14 559 | 0,99 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 48 179 | 0,48 | 8 174 | 41,66 | ||||
| 2026-01-20 | 13F | Lawson Kroeker Investment Management Inc/ne | 0 | −100,00 | 0 | |||||
| 2026-05-14 | 13F | Affinity Investment Advisors, Llc | 24 048 | 0,30 | 4 080 | 41,39 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 1 558 | 264 | ||||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 58 351 | −0,93 | 9 900 | 39,68 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 4 054 | 0,05 | 688 | 41,07 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 8 792 | −25,57 | 1 492 | 4,93 | ||||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 146 645 | −1,23 | 24 880 | 39,25 | ||||
| 2026-04-17 | 13F | Community Bank & Trust, Waco, Texas | 81 267 | 0,43 | 14 | 44,44 | ||||
| 2026-05-07 | 13F | West Family Investments, Inc. | 11 611 | −54,24 | 1 970 | −35,51 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 119 703 | −0,80 | 20 309 | 39,86 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 264 667 | 12,38 | 44 904 | 58,44 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 32 842 | −25,00 | 5 572 | 5,75 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 5 435 | 4,08 | 922 | 46,82 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 5 397 | 0,67 | 916 | 41,86 | ||||
| 2026-05-15 | 13F | Moore Capital Management, Lp | Call | 0 | −100,00 | 0 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 3 550 | −2,18 | 602 | 38,07 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 103 593 | 5,74 | 17 576 | 49,08 | ||||
| 2026-04-02 | 13F | McAlister, Sweet & Associates, Inc. | 33 224 | −6,10 | 5 637 | 32,36 | ||||
| 2026-05-05 | 13F | Twin Capital Management Inc | 68 082 | 3,03 | 11 551 | 45,26 | ||||
| 2026-05-05 | 13F | CPA Asset Management LLC | 3 225 | 0,00 | 547 | 40,98 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 31 733 | −3,68 | 5 384 | 35,80 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | Call | 1 200 | 204 | |||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 625 | −76,79 | 106 | −67,28 | ||||
| 2026-05-15 | 13F | Amundi | 24 511 156 | 5,11 | 4 158 563 | 48,19 | ||||
| 2026-05-15 | 13F | Adalta Capital Management LLC | 8 121 | 0,00 | 1 378 | 40,94 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 345 690 | 43,91 | 59 | 107,14 | ||||
| 2026-05-07 | 13F | Tandem Investment Advisors, Inc. | 1 960 | 333 | ||||||
| 2026-05-13 | 13F | Cornerstone Select Advisors, LLC | 7 442 | 12,10 | 1 263 | 58,15 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 317 | 0,00 | 54 | 39,47 | ||||
| 2026-04-15 | 13F | Tema Etfs Llc | 60 900 | −10,37 | 10 332 | 26,37 | ||||
| 2026-05-14 | 13F | Sunesis Advisors, LLC | 3 049 | 0,00 | 517 | 41,26 | ||||
| 2026-05-15 | 13F | Credit Agricole S A | 459 253 | −46,13 | 77 917 | −24,05 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 27 139 | 3,71 | 4 604 | 46,25 | ||||
| 2026-05-15 | 13F | Credit Agricole S A | Call | 72 500 | 0,00 | 12 300 | 40,99 | |||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 5 467 | 12,70 | 848 | 45,28 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 54 340 | −2,25 | 6 539 | 4,34 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 577 617 | −10,32 | 97 999 | 26,43 | ||||
| 2026-05-15 | 13F | Weiss Asset Management LP | 3 920 | −88,81 | 665 | −84,23 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 9 243 | −8,37 | 1 568 | 29,27 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 32 037 810 | 22,33 | 5 435 535 | 72,47 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 20 086 | −1,41 | 3 408 | 39,00 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | Call | 1 342 700 | −48,70 | 227 802 | −27,67 | |||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 39 685 | −0,23 | 4 776 | 6,49 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 318 | 0 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | Put | 1 978 100 | 53,12 | 335 604 | 115,87 | |||
| 2026-04-15 | 13F | Steadtrust LLC | 75 488 | −0,45 | 12 807 | 40,35 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 677 838 | 69,75 | 115 002 | 139,33 | ||||
| 2026-05-15 | 13F | Capital Markets Trading UK LLP | Put | 201 400 | 207,95 | 34 | 385,71 | |||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | Call | 51 | ||||||
| 2026-05-15 | 13F | Credit Agricole S A | Put | 215 000 | 36 477 | |||||
| 2026-05-15 | 13F | Capital Markets Trading UK LLP | Call | 235 200 | 97,98 | 40 | 178,57 | |||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 147 586 | −11,51 | 25 039 | 24,76 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 254 | 8,55 | 43 | 53,57 | ||||
| 2026-05-15 | 13F | Concentric Capital Strategies, LP | 20 103 | 376,04 | 3 411 | 571,26 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 3 087 | 5,97 | 524 | 49,43 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 81 477 | −0,19 | 13 823 | 40,72 | ||||
| 2026-05-14 | 13F | Marathon Trading Investment Management LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2026-04-21 | 13F | Dougherty & Associates, LLC | 2 344 | 0,00 | 398 | 40,78 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 46 936 | −1,25 | 7 963 | 39,24 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 2 052 | 0,69 | 348 | 42,04 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 11 601 | 5,99 | 1 968 | 49,43 | ||||
| 2026-04-01 | 13F | Neville Rodie & Shaw Inc | 221 590 | 1,41 | 38 | 42,31 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 284 982 | −1,40 | 48 350 | 39,02 | ||||
| 2026-05-15 | 13F | Private Capital Management, LLC | 6 002 | −8,31 | 1 018 | 29,35 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 13 021 | 0,52 | 2 209 | 41,78 | ||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 81 819 | −0,47 | 13 881 | 40,33 | ||||
| 2026-02-11 | 13F | Ipsen Advisor Group LLC | 5 417 | −4,07 | 652 | 2,36 | ||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 1 777 | −8,45 | 302 | 29,18 | ||||
| 2026-04-10 | 13F | PFW Advisors LLC | 1 938 | 0,16 | 329 | 41,38 | ||||
| 2026-05-14 | 13F | Gamco Investors, Inc. Et Al | 45 473 | 0,11 | 7 715 | 41,15 | ||||
| 2026-05-12 | 13F | Jupiter Asset Management Ltd | 89 285 | 125,36 | 15 148 | 217,77 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 38 638 | 0,00 | 6 555 | 41,00 | ||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 23 446 | −3,12 | 3 978 | 36,57 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 828 | 0,12 | 140 | 41,41 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 6 819 | −5,71 | 1 157 | 32,87 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 11 761 | −1,26 | 1 995 | 39,22 | ||||
| 2026-04-10 | 13F | Sterling Manor Financial, LLC | 1 513 | 257 | ||||||
| 2026-04-28 | 13F | LGT Group Foundation | 806 314 | 17,97 | 136 799 | 65,43 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 1 | 618 | 56,46 | |||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 62 | 0,00 | 11 | 42,86 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 2 963 | 0,00 | 503 | 41,01 | ||||
| 2026-04-22 | 13F | Penney Financial, LLC | 1 697 | −22,41 | 288 | 9,13 | ||||
| 2026-05-05 | 13F | Dudley Capital Management, Llc | 45 915 | −0,20 | 7 790 | 40,70 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 79 768 | −9,16 | 13 534 | 28,08 | ||||
| 2026-04-30 | 13F | Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1 133 | −46,81 | 192 | −25,00 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 16 375 | −2,43 | 2 778 | 37,59 | ||||
| 2026-05-07 | 13F | Palisades Hudson Asset Management, L.P. | 1 325 | 0 | ||||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 49 470 | 193,57 | 8 393 | 314,06 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 56 757 | −0,56 | 9 629 | 40,20 | ||||
| 2026-05-07 | 13F | Royal Palms Capital LLC | 26 103 | −3,70 | 4 429 | 35,74 | ||||
| 2026-04-22 | 13F | BluePrint Investing LLC | 16 363 | 0,00 | 2 776 | 40,99 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 8 058 | −14,66 | 1 367 | 20,33 | ||||
| 2026-05-07 | 13F | Wilkins Investment Counsel Inc | 51 307 | −0,03 | 8 705 | 40,96 | ||||
| 2026-05-15 | 13F | OmniStar Financial Group, Inc. | 5 420 | −46,61 | 919 | −24,73 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 27 468 | −2,02 | 4 660 | 38,16 | ||||
| 2026-04-16 | 13F | Bright Rock Capital Management, Llc | 40 000 | 0,00 | 6 786 | 40,99 | ||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 1 574 | −13,33 | 267 | 22,48 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 1 216 | 206 | ||||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 44 264 | −5,87 | 7 510 | 32,71 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 90 014 | −4,84 | 15 | 36,36 | ||||
| 2026-04-24 | 13F | Stegent Equity Advisors, Inc. | 4 308 | −6,83 | 731 | 31,29 | ||||
| 2026-05-15 | 13F | J. Goldman & Co LP | Call | 30 000 | 5 090 | |||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 2 680 | −8,63 | 0 | |||||
| 2026-05-15 | 13F | Brevan Howard Capital Management LP | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2026-05-15 | 13F | Brevan Howard Capital Management LP | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 4 859 | 0,10 | 824 | 41,10 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 12 403 | 6,37 | 2 104 | 49,96 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 20 741 | 155,21 | 3 414 | 249,33 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 12 477 | −3,85 | 2 117 | 35,55 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 290 693 | 0,06 | 49 319 | 41,07 | ||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 212 258 | −4,80 | 36 012 | 34,21 | ||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 1 843 636 | −61,41 | 312 791 | −45,59 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 429 761 518 | 0,07 | 51 717 501 | 6,80 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 9 186 | 4,71 | 1 559 | 48,33 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 71 033 | −1,28 | 12 051 | 39,19 | ||||
| 2026-05-07 | 13F | University Of Texas/texas Am Investment Managment Co | 67 381 | 23,32 | 11 432 | 73,86 | ||||
| 2026-04-15 | 13F | Krs Capital Management, Llc | 9 052 | 0,93 | 1 536 | 42,26 | ||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 2 720 | 56,50 | 461 | 120,57 | ||||
| 2026-04-30 | 13F | DMG Group, LLC | 9 199 | 4,86 | 1 561 | 47,87 | ||||
| 2026-05-14 | 13F | Alpha Advisors, LLC/VA | 2 508 | 10,24 | 425 | 55,68 | ||||
| 2026-05-15 | 13F | Eventide Asset Management, Llc | 63 494 | 1,91 | 10 887 | 44,45 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 48 715 | −1,30 | 5 862 | 5,36 | ||||
| 2026-04-14 | 13F | Perpetual Ltd | 46 927 | −12,15 | 7 962 | 23,85 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | Put | 11 | −96,33 | 2 | −94,44 | |||
| 2026-04-22 | 13F | James Hambro & Partners | 1 318 | 224 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 251 858 | −8,76 | 42 730 | 28,64 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 24 890 | 0,24 | 4 223 | 41,30 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 32 282 677 | 2,49 | 5 477 079 | 44,50 | ||||
| 2026-04-21 | 13F | Asset Planning Services Inc /la/ /adv | 47 780 | 1,33 | 8 | 60,00 | ||||
| 2026-04-16 | 13F | Guardian Investment Management | 12 848 | −4,81 | 2 180 | 34,17 | ||||
| 2026-05-07 | 13F | Richard Young Associates, Ltd. | 2 415 | 0,46 | 410 | 41,52 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 17 609 | 0,00 | 2 988 | 40,96 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 3 228 | 13,46 | 548 | 59,94 | ||||
| 2026-05-13 | 13F | Martin & Co Inc /tn/ | 28 174 | 0,48 | 4 780 | 41,64 | ||||
| 2026-05-07 | 13F | KBC Group NV | 691 615 | 60,02 | 117 | 125,00 | ||||
| 2026-05-11 | 13F | Chaney Capital Management, Inc. | 1 201 | 204 | ||||||
| 2026-05-15 | 13F | Aristotle Capital Management, LLC | 30 215 | −4,45 | 5 126 | 34,72 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 10 881 | −5,73 | 1 846 | 33,00 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 5 332 | −31,27 | 905 | −3,11 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 5 750 | 642,89 | 976 | 948,39 | ||||
| 2026-05-12 | 13F | Cornerstone Capital, Inc. | 7 287 | −1,18 | 1 236 | 39,35 | ||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 22 893 | 6,38 | 3 884 | 50,02 | ||||
| 2026-04-22 | 13F | Diamant Asset Management, Inc. | 2 183 864 | 17 312,41 | 2 184 | 44,67 | ||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 44 747 | −14,44 | 7 592 | 20,63 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 18 996 | 118,04 | 3 223 | 207,44 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 24 190 | −2,03 | 4 104 | 33,42 | ||||
| 2026-05-07 | 13F | Metis Global Partners, LLC | 289 025 | −2,03 | 49 036 | 38,13 | ||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 423 015 | −12,56 | 71 806 | 23,31 | ||||
| 2026-05-15 | 13F | OMERS ADMINISTRATION Corp | 253 403 | 35,40 | 42 992 | 90,89 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 38 067 | −0,44 | 6 458 | 40,36 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2026-04-22 | 13F/A | Hudson Valley Investment Advisors Inc /adv | 62 373 | −24,19 | 10 582 | 6,88 |
