Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares 7-10 Year Treasury Bond ETF inkluderar Dauntless Investment Group, LLC, CenturyLink Investment Management Co, Old Mission Capital Llc, Jain Global LLC, Jain Global LLC, Schonfeld Strategic Advisors LLC, Tulsa Wealth Advisors, INC, Sig Brokerage, Lp, Sherman Porfolios, Llc, Old Mission Capital Llc, Larch Capital Partners Llc, Strategic Financial Group, LLC, LMR Partners LLP, Tiaa-cref Individual & Institutional Services, Llc, Moneywise, Inc., Ascent Advisors, LLC, Umpqua Bank, Consilio Wealth Advisors, Llc, Jain Global LLC, och Beacon Advisors Holdings, Llc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 2 132 | 203 | ||||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 20 964 | 177,49 | 1 983 | 177,73 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 54 681 | 4,99 | 5 | 0,00 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 3 595 | 0,81 | 344 | 0,29 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 70 995 | 191,52 | 6 772 | 189,28 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 2 010 | 22,94 | 192 | 21,66 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 22 840 | 28,66 | 2 180 | 27,65 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 4 707 | 124,46 | 449 | 123,38 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 226 426 | 1,55 | 21 610 | 0,79 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 13 323 | 17,90 | 1 272 | 17,03 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 34 721 614 | 1,56 | 3 307 928 | 0,62 | ||||
| 2026-05-05 | 13F | Meridian Management Co | 131 364 | 6,85 | 12 537 | 6,06 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 8 021 | 3,10 | 766 | 2,27 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 151 802 | 14,13 | 14 488 | 13,28 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 5 502 | 529 | ||||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 12 097 | 5,96 | 1 155 | 5,20 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 1 891 | 326,86 | 0 | |||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 44 774 | 17,34 | 4 273 | 16,46 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 13 643 | 16,55 | 1 302 | 15,73 | ||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 11 088 | 6,17 | 1 058 | 5,38 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 93 249 | 613,40 | 8 900 | 608,52 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 2 890 | 16,02 | 276 | 15,06 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 959 941 | 24,74 | 91 617 | 23,81 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 16 595 | 12,23 | 1 584 | 11,40 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 339 | 44,26 | 32 | 40,91 | ||||
| 2026-05-06 | 13F | Fiduciary Wealth Partners, LLC | 4 936 | 471 | ||||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | Call | 80 000 | 7 635 | |||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 14 | 7,69 | 1 | 0,00 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 68 836 | 1 329,91 | 6 570 | 1 321,86 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 337 380 | 78,45 | 32 200 | 77,11 | ||||
| 2026-04-15 | 13F | Independence Financial Advisors, LLC | 205 401 | 2,89 | 19 603 | 2,12 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 181 439 | 17 317 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 182 802 | 69,97 | 17 447 | 68,71 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 74 365 | 4,48 | 7 097 | 3,70 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 6 998 | 43,76 | 668 | 42,52 | ||||
| 2026-04-20 | 13F | Surience Private Wealth Llc | 10 675 | 338,76 | 1 019 | 336,91 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 4 354 | 416 | ||||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 67 712 | 1 817,64 | 6 462 | 1 806,19 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 10 247 | 125,85 | 978 | 124,31 | ||||
| 2026-04-21 | 13F | Savior LLC | 21 778 | 4,35 | 2 078 | 3,59 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 17 867 | 1 705 | ||||||
| 2026-04-24 | 13F | Keystone Global Partners, LLC | 263 | |||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 7 | 1 | −100,00 | |||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 63 505 | 6 061 | ||||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Call | 289 800 | 7,73 | 27 659 | 6,92 | |||
| 2026-05-07 | 13F | Rice Partnership, LLC | 942 | 189,85 | 90 | 187,10 | ||||
| 2026-05-14 | 13F | Biondo Investment Advisors, LLC | 18 574 | 7,98 | 1 773 | 7,13 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 247 800 | 98,88 | 23 650 | 97,40 | |||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 5 | 0 | ||||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 6 620 | 6,64 | 632 | 5,87 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 3 419 | 4,49 | 326 | 3,82 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 5 202 | 496 | ||||||
| 2026-04-22 | 13F | WestEnd Advisors, LLC | 779 648 | 2,98 | 74 411 | 2,21 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 6 801 357 | 9,62 | 649 121 | 8,80 | ||||
| 2026-05-13 | 13F | IF Advisors, LLC | 11 219 | 11,99 | 1 071 | 11,11 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 906 | 2,37 | 0 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 12 035 | 11,25 | 1 149 | 10,38 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 400 | 2,30 | 38 | 2,70 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 45 953 | 152,23 | 4 386 | 150,43 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 3 357 | 59,55 | 320 | 58,42 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 75 828 | 3,39 | 7 237 | 2,62 | ||||
| 2026-04-30 | 13F | DMG Group, LLC | 18 973 | 6,02 | 1 811 | 5,23 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 62 491 | 0,01 | 5 964 | −0,73 | ||||
| 2026-05-12 | 13F | Integras Partners LLC | 32 776 | 2,90 | 3 128 | 2,16 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 78 939 | 269,43 | 7 534 | 266,75 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 172 554 | 20,68 | 16 469 | 19,78 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 158 623 | 15 139 | ||||||
| 2026-04-24 | 13F | Keybank National Association/oh | 51 807 | 22,77 | 4 944 | 21,86 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 163 | 0,62 | 16 | 0,00 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 29 456 | 14,12 | 2 811 | 13,30 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 8 675 | 30,98 | 822 | 29,25 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 105 503 | 10 069 | ||||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 353 | 43,50 | 34 | 43,48 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 121 129 | 12,33 | 11 561 | 11,49 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 18 655 | 8,48 | 1 780 | 7,68 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 3 706 | −0,75 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 274 672 | 4,11 | 26 215 | 3,33 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 22 900 079 | 69,81 | 2 185 584 | 68,54 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 65 | 6 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 31 884 | 380,47 | 3 043 | 376,80 | ||||
| 2026-05-15 | 13F | Css Llc/il | 6 720 | 641 | ||||||
| 2026-05-15 | 13F | Jessup Wealth Management, Inc | 117 202 | 2,35 | 11 186 | 1,58 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 50 309 | 18,78 | 4 801 | 17,90 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 141 | 13 | ||||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 78 933 | 3,53 | 7 533 | 2,76 | ||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 232 095 | 0,10 | 22 151 | −0,65 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 9 678 | 15,23 | 924 | 14,37 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 2 672 | 14,24 | 255 | 13,84 | ||||
| 2026-04-10 | 13F/A | WLTH Capital Management, LLC | 172 835 | 4,20 | 16 495 | 2,31 | ||||
| 2026-05-08 | 13F | Elevation Advisory Partners LLC | 2 556 | 245 | ||||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 6 397 | 3,88 | 611 | 3,04 | ||||
| 2026-04-08 | 13F | AAFMAA Wealth Management & Trust LLC | 191 257 | 1,39 | 18 254 | 0,63 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 53 | 60,61 | 5 | 66,67 | ||||
| 2026-05-15 | 13F | Bramshill Investments, LLC | 3 291 | 1,32 | 314 | 0,64 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 8 794 | 839 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 156 632 | 30,43 | 12 088 | 4,68 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 41 654 | 1,53 | 3 975 | 0,76 | ||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 31 764 | 4 809 | ||||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 22 810 | 93,37 | 2 177 | 91,89 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 1 070 158 | 7,17 | 102 135 | 6,37 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 202 713 | 89,45 | 19 347 | 88,04 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 2 451 | 0,25 | 234 | −0,85 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 11 347 | 10,07 | 1 083 | 9,18 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 1 268 847 | 2,88 | 121 099 | 2,11 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 3 641 326 | 58,22 | 347 528 | 57,04 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 2 169 821 | 2,87 | 207 088 | 2,10 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 9 671 | 923 | ||||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 17 625 | 21,85 | 1 682 | 21,01 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 32 771 | 6,18 | 3 128 | 5,39 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 4 278 | 408 | ||||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 303 | 194,17 | 29 | 211,11 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 176 858 | 43,69 | 17 | 45,45 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 193 523 | 1,91 | 18 470 | 1,14 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 6 026 | 178,21 | 575 | 176,44 | ||||
| 2026-05-15 | 13F | Fmr Llc | 35 047 712 | 0,76 | 3 344 954 | 0,00 | ||||
| 2026-05-14 | 13F | Spectrum Strategic Capital Management, LLC | 43 849 | 15,00 | 4 185 | 14,13 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 150 126 | 16,62 | 14 202 | 14,73 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 255 658 | 1 469,61 | 24 400 | 1 458,05 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 2 724 472 | 1,10 | 260 024 | 0,34 | ||||
| 2026-04-14 | 13F | Joule Financial, LLC | 328 296 | 15,51 | 31 333 | 14,65 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 19 415 | 1 853 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2 436 | 80,18 | 232 | 79,07 | ||||
| 2026-04-13 | 13F | Invariant Investment Management | 222 892 | 4,65 | 21 271 | 3,71 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 39 476 | 17,50 | 3 796 | 17,13 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 65 767 | 2 956,09 | 6 277 | 2 946,60 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 31 583 | 5,98 | 3 014 | 4,94 | ||||
| 2026-04-27 | 13F | Boyd Watterson Asset Management Llc/oh | 9 309 | 29,87 | 888 | 28,88 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 133 571 | 8,18 | 12 748 | 7,37 | ||||
| 2026-01-30 | 13F | Ares Financial Consulting, LLC | 0 | 0 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 110 342 | 23,91 | 10 611 | 23,53 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 346 576 | 26,45 | 33 077 | 25,50 | ||||
| 2026-05-13 | 13F | Graybill Bartz & Assoc Ltd | 96 961 | 2,30 | 9 254 | 1,53 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 3 324 | 11,39 | 317 | 10,45 | ||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 99 614 | 19,79 | 9 507 | 18,90 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 3 699 | 353 | ||||||
| 2026-04-22 | 13F | Avalon Advisory Group | 925 015 | 4,17 | 88 283 | 3,39 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 4 289 | 5,15 | 409 | 4,34 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 4 850 856 | 5,25 | 462 966 | 4,46 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 77 840 | 7,29 | 7 429 | 6,49 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 5 210 | 497 | ||||||
| 2026-04-10 | 13F | Lake Hills Wealth Management, LLC | 21 518 | 4,63 | 2 054 | 3,84 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 346 492 | 476,65 | 33 | 560,00 | ||||
| 2026-04-13 | 13F | Trust Co | 181 | 0,56 | 17 | 0,00 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 4 077 | 32,97 | 389 | 32,31 | ||||
| 2026-05-13 | 13F | Rezny Wealth Management, Inc. | 7 102 | −4,32 | ||||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 72 | 22,03 | 7 | 20,00 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 1 444 | 2,34 | 138 | 1,48 | ||||
| 2026-04-29 | 13F | Strategic Financial Group, LLC | 101 245 | 9 663 | ||||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 2 987 | 41,10 | 285 | 40,39 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 242 | 4,31 | 23 | 4,55 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 22 401 | 121,70 | 2 138 | 120,08 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 2 357 | 225 | ||||||
| 2026-05-04 | 13F | First Foundation Advisors | 138 936 | 10,01 | 13 260 | 9,19 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 249 260 | 23 789 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 236 | 78,79 | 23 | 83,33 | ||||
| 2026-04-21 | 13F | Wallace Advisory Group, LLC | 14 993 | 3,57 | 1 431 | 2,73 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 2 565 318 | 30,43 | 246 681 | 30,43 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 4 619 | 1,23 | 441 | 0,46 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 1 722 | 240,99 | 164 | 241,67 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 26 614 | 12,91 | 2 540 | 12,09 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 114 311 | 1,24 | 10 910 | 0,48 | ||||
| 2026-05-13 | 13F | Invst, LLC | 12 702 | 95,33 | 1 212 | 93,92 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 5 620 | 536 | ||||||
| 2026-05-01 | 13F | Navigoe, LLC | 346 | 0 | ||||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 61 781 | 3,85 | 5 896 | 3,08 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 53 076 | 15,46 | 5 066 | 126 550,00 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 19 572 | 1 868 | ||||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 69 | 7 | ||||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 305 140 | 4,33 | 29 123 | 3,55 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 24 283 | 9,60 | 2 318 | 8,78 | ||||
| 2026-05-15 | 13F | Wellington Management Group Llp | Put | 191 746 | 4 331 | |||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 40 699 | 15,16 | 3 884 | 14,30 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 10 255 | 89,38 | 979 | 88,08 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 8 565 | 817 | ||||||
| 2026-05-15 | 13F | Real Talk Capital, LLC | 15 309 | 21,83 | 1 461 | 20,94 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 43 | 4 | ||||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 4 264 | 16,50 | 407 | 15,67 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 750 | 59,91 | 72 | 57,78 | ||||
| 2026-04-08 | 13F | Erickson Financial Group, LLC | 26 657 | 12,47 | 2 544 | 11,63 | ||||
| 2026-04-01 | 13F | Beacon Wealthcare LLC | 412 988 | 1,85 | 39 416 | 1,09 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 7 700 | 735 | ||||||
| 2026-05-06 | 13F | AIA Group Ltd | 763 695 | 21,16 | 72 887 | 20,25 | ||||
| 2026-01-30 | 13F | First Citizens Investor Services, Inc. | 6 309 | 27,61 | 607 | 27,31 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 915 | 88 | ||||||
| 2026-04-07 | 13F/A | CenturyLink Investment Management Co | 746 500 | 71 246 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 58 967 | 1 800,32 | 5 628 | 1 788,26 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 25 282 | 64,63 | 2 413 | 63,41 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 123 468 | 0,48 | 11 784 | −0,27 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 67 | 6 | ||||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 874 | 0,46 | 83 | 0,00 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 44 590 | 1,85 | 4 256 | 1,07 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 3 484 | 7,27 | 333 | 6,41 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 48 285 | 112,85 | 4 608 | 111,28 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 4 032 | 0,02 | 385 | −0,78 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 39 890 | 0,85 | 3 807 | 0,11 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 15 934 | 4,27 | 1 521 | 3,47 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 3 486 | 11,48 | 333 | 10,67 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 5 275 | 503 | ||||||
| 2026-04-27 | 13F | Beacon Advisors Holdings, Llc | 45 191 | 4 313 | ||||||
| 2026-05-13 | 13F | Caitlin John, LLC | 7 237 | 5,45 | 691 | 4,70 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 1 285 | 8,07 | 123 | 7,02 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 98 459 | 5,67 | 9 397 | 4,88 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 8 514 | 817 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | Call | 2 708 800 | 313,56 | 258 528 | 310,46 | |||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 6 372 | 608 | ||||||
| 2026-05-07 | 13F | AlphaCentric Advisors LLC | 8 031 | 170,86 | 766 | 168,77 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 53 973 | 6,34 | 5 151 | 5,55 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 1 040 500 | 39,33 | 99 305 | 38,28 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 1 681 700 | 35,71 | 160 501 | 34,69 | |||
| 2026-04-29 | 13F | Garde Capital, Inc. | 609 268 | 58 149 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 325 298 | 25,21 | 31 046 | 24,27 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 16 939 | 10,35 | 1 617 | 9,49 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 23 278 | 29,42 | 2 222 | 28,46 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 3 126 | 22,26 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 51 152 | 829,36 | 4 882 | 822,68 | ||||
| 2026-05-14 | 13F | RPg Family Wealth Advisory, LLC | 76 832 | 12,02 | 7 333 | 11,18 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 5 220 | 20,42 | 498 | 19,71 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 3 276 | 1,46 | 313 | 0,65 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 9 500 | 0,34 | 907 | −0,44 | ||||
| 2026-05-04 | 13F | J. Safra Sarasin Holding AG | 33 165 | 6,38 | 3 165 | 5,61 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 12 409 | 0,10 | 1 184 | −0,67 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 34 861 | 2 513,27 | 3 327 | 2 499,22 | ||||
| 2026-04-17 | 13F | Paragon Capital Management Inc | 140 101 | 13,98 | 13 371 | 13,13 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 3 075 | 10,93 | 293 | 10,15 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 5 072 | 6,00 | 484 | 5,22 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 | 0 | ||||||
| 2026-05-29 | 13F | Keel Point, LLC | 289 749 | 12,58 | 27 654 | 11,74 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 7 690 | 734 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 1 037 | 1 360,56 | 99 | 1 533,33 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 47 519 | 5,26 | 4 535 | 4,49 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 178 040 | 8,02 | 16 992 | 7,22 | ||||
| 2026-05-14 | 13F | Harvest Portfolios Group Inc. | 1 897 311 | 10,51 | 181 079 | 9,68 | ||||
| 2026-04-17 | 13F | First Citizens Asset Management, Inc. | 8 073 | 12,94 | 770 | 12,08 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 1 110 125 | 10 768,66 | 105 950 | 10 689,21 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 7 882 | 751 | ||||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 3 702 | 32,93 | 353 | 31,84 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 3 216 | 307 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 627 232 | 6,87 | 59 863 | 6,07 | ||||
| 2026-05-12 | 13F | Circle Wealth Management, LLC | 34 317 | 47,61 | 3 275 | 46,53 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 244 718 | 195,71 | 23 356 | 193,52 | ||||
| 2026-05-07 | 13F | Sage Advisory Services, Ltd.Co. | 42 937 | 5,80 | 4 098 | 5,02 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 707 | 67 | ||||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 544 561 | 8,87 | 51 973 | 8,05 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 7 136 | 3,71 | 681 | 3,03 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 354 092 | 32,65 | 33 795 | 31,66 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 3 677 | 14,33 | 351 | 13,27 | ||||
| 2026-05-13 | 13F | Cambridge Associates Llc /ma/ /adv | 201 989 | 14,80 | 19 278 | 13,94 | ||||
| 2026-05-13 | 13F | Dow Chemical Co /de/ | 40 176 | 8,51 | 3 834 | 7,70 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 1 042 | 101 | ||||||
| 2026-05-01 | 13F | Associated Banc-corp | 2 933 | 2,98 | 280 | 2,20 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 6 751 | 644 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 9 584 | 2,81 | 915 | 2,01 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 25 452 | 19,88 | 2 429 | 19,01 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1 002 923 | 32,73 | 96 | 31,94 | ||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 9 157 | 874 | ||||||
| 2026-05-15 | 13F | Mittelman Wealth Management | 2 978 | 284 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 6 475 952 | 5,80 | 618 065 | 5,00 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 27 073 | 10,20 | 2 584 | 9,36 | ||||
| 2026-04-30 | 13F | Sompo Japan Nipponkoa Asset Management Co.,ltd. | 428 240 | 1,58 | 40 871 | 0,82 | ||||
| 2026-05-13 | 13F | Delphi Financial Group, Inc. | 11 900 | 1 136 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 426 317 | 13,00 | 40 688 | 12,15 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 415 268 | 24,21 | 135 073 | 23,28 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 172 372 | 23,89 | 16 571 | 23,86 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 33 027 | 3 152 | ||||||
| 2026-04-21 | 13F | Biltmore Wealth Management, LLC | 19 558 | 3,00 | 1 867 | 2,19 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 116 090 | 87,43 | 11 080 | 86,05 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 14 959 | 2,68 | 1 428 | 1,93 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 3 523 | 27,32 | 336 | 26,32 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 41 645 | 1,32 | 3 975 | 0,56 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 4 329 | 413 | ||||||
| 2026-05-11 | 13F | Eddie Patel Inc | 7 859 | 56,49 | 750 | 55,60 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 3 520 | 336 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 7 949 | 0,18 | 760 | −0,52 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 35 009 | 105,80 | 3 341 | 104,34 | ||||
| 2026-05-12 | 13F | Cadence Wealth Management LLC | 119 624 | 44,03 | 11 417 | 42,95 | ||||
| 2026-05-06 | 13F | Dorsey Wright & Associates | 103 243 | 206,93 | 9 853 | 204,57 | ||||
| 2026-05-07 | 13F | Tull Financial Group, Inc. | 3 569 | 0,62 | 341 | −0,29 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 797 | 0,63 | 76 | 0,00 | ||||
| 2026-05-13 | 13F | Pioneer Family Office, LLC | 23 | 0,00 | ||||||
| 2026-05-14 | 13F | Beaumont Capital Management, LLC | 12 421 | 121,25 | 1 185 | 119,85 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 20 114 | 4,65 | 1 920 | 3,84 | ||||
| 2026-04-14 | 13F | Legacy Trust | 3 500 | 334 | ||||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 186 886 | 17,55 | 17 836 | 16,67 | ||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 62 088 | 5 926 | ||||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 8 301 | 798 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 19 754 | 14,44 | 1 885 | 13,62 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 8 494 | 31,06 | 811 | 30,02 | ||||
| 2026-05-07 | 13F | Zevin Asset Management Llc | 13 122 | 7,44 | 1 252 | 6,64 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 11 720 | 0,32 | 1 119 | −0,45 | ||||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 72 774 | 19,27 | 6 946 | 18,37 | ||||
| 2026-05-04 | 13F | Bank Hapoalim Bm | 1 | |||||||
| 2026-01-13 | 13F | Sage Advisors, Llc | 8 008 | 770 | ||||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 22 751 | 19,79 | 2 171 | 18,89 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 44 354 | 14,67 | 4 233 | 13,82 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 93 | 9 | ||||||
| 2026-05-14 | 13F | Fca Corp /tx | 37 346 | 6,53 | 3 564 | 5,76 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 50 658 | 4 835 | ||||||
| 2026-04-22 | 13F | Promethium Advisors,llc | 46 222 | 19,41 | 4 411 | 18,51 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 26 904 | 34,98 | 2 568 | 33,98 | ||||
| 2026-05-05 | 13F | Pacific Wealth Management | 152 209 | 5,06 | 14 527 | 4,27 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 3 998 | 380 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 34 359 | 7,50 | 3 279 | 6,70 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 2 476 | 236 | ||||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 3 204 | 5,08 | 306 | 4,10 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 78 323 | 10,70 | 7 | 16,67 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 0 | 0 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 6 064 | 61,66 | 579 | 60,56 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1 111 | 197,86 | 107 | 202,86 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 21 624 | 159,72 | 2 064 | 157,88 | ||||
| 2026-05-05 | 13F | Midwest Professional Planners, LTD. | 20 400 | 5,60 | 1 947 | 4,79 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 111 | 73,44 | 11 | 66,67 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 94 606 | 6,42 | 9 097 | 6,09 | ||||
| 2026-04-06 | 13F | Israel Discount Bank of New York | 17 878 | 27,15 | 1 706 | 26,18 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 460 | 67,27 | 44 | 65,38 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 30 641 | 2,18 | 2 924 | 1,42 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 10 242 | 4,37 | 978 | 3,61 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 5 958 061 | 15,24 | 568 637 | 14,38 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 382 | 36 | ||||||
| 2026-05-15 | 13F | Windsor Advisory Group, LLC | 280 | 27 | ||||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 16 645 | 6,01 | 1 589 | 5,24 | ||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 18 372 | 1 751 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 164 | 720,00 | 16 | 1 400,00 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 3 241 | 11,07 | 309 | 10,36 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 190 662 | 10,31 | 18 197 | 9,48 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 4 | 0 | ||||||
| 2026-05-15 | 13F | FreeGulliver LLC | 45 230 | 10,39 | 4 317 | 9,57 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 99 060 | 3,48 | 9 454 | 2,71 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 173 860 | 1,51 | 16 593 | 103 606,25 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 3 388 286 | 250,40 | 323 377 | 247,78 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 41 | 4 | ||||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 6 735 | 19,44 | 643 | 18,45 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 241 | 23 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 167 998 | 10,66 | 16 | 14,29 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 65 699 | 1 467,25 | 6 228 | 1 445,41 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 11 005 | 0,14 | 1 050 | −0,57 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 457 | 0,66 | 44 | 0,00 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 35 412 | 4,23 | 3 380 | 3,43 | ||||
| 2026-05-11 | 13F | Glaxis Capital Management, LLC | 55 840 | 1 140,89 | 5 329 | 1 133,56 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 19 360 | 2,55 | 1 848 | 1,76 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 4 721 | 0,02 | 451 | −0,66 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 156 807 | 91,46 | 14 966 | 90,03 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 43 679 | 970,04 | 4 169 | 963,27 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 105 986 | 143,42 | 10 115 | 141,64 | ||||
| 2026-05-01 | 13F | Miller Financial Services LLC | 57 845 | 21,99 | 5 521 | 21,08 | ||||
| 2026-05-07 | 13F | Bingham Private Wealth, Llc | 11 200 | 9,67 | 1 069 | 8,87 | ||||
| 2026-04-21 | 13F | Argo Wealth Advisory, LLC | 66 614 | 2,93 | 6 358 | 2,15 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 299 377 | 3,95 | 28 522 | 3,08 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 43 567 | 1 597,86 | 4 109 | 1 570,33 | ||||
| 2026-04-17 | 13F | Values First Advisors, Inc. | 56 847 | 2,43 | 5 425 | 1,67 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 32 652 | 137,64 | 3 116 | 135,88 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 314 918 | 4,68 | 30 056 | 3,90 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 20 222 | 23,22 | 1 930 | 22,31 | ||||
| 2026-05-08 | 13F | Sound Financial Strategies Group, LLC | 166 309 | 16,04 | 15 873 | 15,17 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 2 941 | 2,12 | 281 | 1,45 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 546 | 3 800,00 | 52 | 5 100,00 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 56 828 | 7,10 | 5 424 | 6,29 | ||||
| 2026-04-13 | 13F | Arwa Llc | 11 422 | 2,23 | 1 090 | 1,49 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 55 482 | 2,79 | 5 295 | 2,02 | ||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 67 424 | 2,63 | 6 435 | 1,85 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 11 378 | 1 086 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 383 634 | 3,56 | 36 614 | 2,79 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 98 909 | 11,39 | 9 440 | 10,55 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 3 207 | 4,50 | 306 | 3,73 | ||||
| 2026-04-09 | 13F | Pinkerton Retirement Specialists, LLC | 2 738 | 18,73 | 263 | 19,00 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 63 401 | 72,14 | 6 | 100,00 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 1 132 | 205,12 | 108 | 208,57 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 7 934 | 6,10 | 757 | 5,29 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 227 204 | 95,55 | 21 684 | 94,09 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 13 876 | 1,14 | 1 324 | 0,38 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 7 378 | 26,18 | 704 | 25,04 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 60 921 | 125,22 | 5 814 | 123,53 | ||||
| 2026-04-28 | 13F | Cabana Llc | 15 253 | 9,14 | 1 456 | 8,34 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 12 628 | 82,35 | 1 204 | 80,90 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 344 363 | 2,82 | 32 866 | 2,06 | ||||
| 2026-04-30 | 13F | Texas Bank & Trust Co | 6 440 | 49,52 | 615 | 48,31 | ||||
| 2026-05-04 | 13F | King Wealth | 10 285 | 1,23 | 1 | |||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 81 092 | 17,86 | 7 739 | 16,97 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 16 189 | 11,78 | 1 545 | 10,99 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1 913 814 | 10,61 | 182 654 | 9,78 | ||||
| 2026-04-22 | 13F | Patton Fund Management, Inc. | 509 552 | 5,83 | 48 632 | 5,04 | ||||
| 2026-05-14 | 13F | Phillips Wealth Planners LLC | 2 365 | 7,26 | 224 | 5,69 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 497 065 | 1,00 | 47 440 | 0,25 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 945 | 90 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 3 437 | 40,23 | 328 | 39,57 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 4 893 | 40,08 | 467 | 39,10 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 69 984 | 4,52 | 6 679 | 3,74 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 50 585 | 1,95 | 4 828 | 1,17 | ||||
| 2026-02-09 | 13F | Quest Partners LLC | 1 009 045 | 149,74 | 97 030 | 148,96 | ||||
| 2026-04-28 | 13F | SeaBridge Investment Advisors LLC | 208 041 | 0,57 | 19 855 | −0,18 | ||||
| 2026-05-14 | 13F | Blalock Williams, Llc | 4 815 | 8,76 | 460 | 8,00 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 100 048 | 14,93 | 9 549 | 14,06 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 524 082 | 28,39 | 50 018 | 27,43 | ||||
| 2026-05-07 | 13F | CVS HEALTH Corp | 35 000 | 3 340 | ||||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 798 912 | 9,55 | 76 248 | 8,73 | ||||
| 2026-05-15 | 13F | Sig Brokerage, Lp | Put | 184 800 | 17 637 | |||||
| 2026-05-15 | 13F | Jain Global LLC | 56 106 | 5 355 | ||||||
| 2026-05-15 | 13F | Sig Brokerage, Lp | 78 420 | 7 484 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 6 628 | 13,69 | 633 | 12,86 | ||||
| 2026-05-15 | 13F | Jain Global LLC | Call | 350 000 | 33 404 | |||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 3 250 | 11,72 | 310 | 11,11 | ||||
| 2026-05-15 | 13F | Jain Global LLC | Put | 350 000 | 33 404 | |||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 162 940 | 132,11 | 15 551 | 130,37 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 32 607 | 3,02 | 3 112 | 2,27 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 55 438 | 40,13 | 5 291 | 39,09 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 14 752 602 | 16,04 | 1 407 988 | 15,17 | ||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 489 306 | 7,02 | 46 699 | 6,07 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 25 | 2 | ||||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 23 222 | 4,26 | 2 233 | 3,96 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 4 756 | 0,02 | 454 | −0,88 | ||||
| 2026-05-05 | 13F | UBS Group AG | Call | 1 340 800 | 127 966 | |||||
| 2026-05-05 | 13F | UBS Group AG | 4 175 729 | 0,10 | 398 532 | −0,65 | ||||
| 2026-04-24 | 13F | Syntax Research, Inc. | 88 480 | 0,62 | 8 445 | −0,13 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 51 | 24,39 | 5 | 33,33 | ||||
| 2026-05-15 | 13F | SummitTX Capital, L.P. | 77 953 | 0,30 | 7 440 | −0,45 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 114 008 | 12,25 | 10 881 | 11,41 | ||||
| 2026-04-07 | 13F | Estate Planners Group, LLC | 0 | 0 | ||||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 2 187 | 209 | ||||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 86 | 8 | ||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 144 525 | 0,95 | 13 793 | 0,20 | ||||
| 2026-04-21 | 13F | Sicart Associates LLC | 124 605 | 5,06 | 11 892 | 4,27 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 349 | 1,45 | 33 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 394 006 | 8,20 | 37 604 | 7,39 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 35 154 | 208,21 | 3 355 | 206,11 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 11 723 | 31,04 | 1 119 | 29,55 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 2 615 | 250 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 99 470 | 5,17 | 9 493 | 4,39 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 35 351 | 460,95 | 3 374 | 457,52 | ||||
| 2026-05-14 | 13F | First International Bank of Israel Ltd. | 19 623 | 24,81 | 1 873 | 23,89 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 24 409 | 338,46 | 2 330 | 335,33 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 47 056 | 2,84 | 4 471 | 1,61 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1 607 | 2,10 | 0 | |||||
| 2026-04-22 | 13F | Larry Mathis Financial Planning, LLC | 5 924 | 23,13 | 565 | 22,29 | ||||
| 2026-05-06 | 13F | WealthTrust Asset Management, LLC | 14 566 | 0,73 | 1 390 | 0,00 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 4 349 | 3,40 | 415 | 2,72 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 14 787 | 34,38 | 1 411 | 33,36 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 312 569 | 58,68 | 29 832 | 57,49 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 4 706 | 449 | ||||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 7 222 | 1,01 | 689 | 0,29 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 52 821 | 41,74 | 5 041 | 40,69 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 161 | 15 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 129 589 | 38,00 | 12 368 | 36,97 | ||||
| 2026-04-27 | 13F | Bulltick Wealth Management, LLC | 205 432 | 28,80 | 19 606 | 27,84 | ||||
| 2026-05-13 | 13F | Marex Group plc | 2 700 | 258 | ||||||
| 2026-05-14 | 13F | Ssi Investment Management Llc | 93 739 | 49,60 | 8 946 | 48,48 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 3 818 | 17,08 | 364 | 16,29 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 22 538 | 0,17 | 2 168 | −0,09 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 9 841 | 939 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 52 163 | 4,29 | 4 978 | 3,51 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1 288 790 | 15,69 | 123 | 14,95 | ||||
| 2026-05-06 | 13F | Benningfield Financial Advisors, Llc | 207 357 | 6,65 | 19 790 | 5,86 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 2 314 | 0,43 | 221 | −0,45 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 3 249 | 8,77 | 310 | 8,01 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 3 673 879 | 350 636 | ||||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 270 840 | 181,61 | 25 849 | 179,50 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 1 092 414 | 61,94 | 104 260 | 60,72 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 18 290 | 3,23 | 1 746 | 2,47 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 3 696 | 11,16 | 353 | 10,34 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 136 422 | 13 020 | ||||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 37 | 4 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 20 374 | 6,61 | 1 944 | 5,82 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 2 225 | 0 | ||||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 35 520 | 2,35 | 3 390 | 1,59 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 19 829 | 695,07 | 1 892 | 691,63 | ||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 468 039 | 6,62 | 44 670 | 5,91 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 6 635 | 14,75 | 633 | 14,05 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 195 223 | 0,59 | 18 632 | −0,16 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 13 079 | 31,87 | 1 248 | 30,95 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1 336 059 | 32,58 | 127 513 | 31,58 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 60 749 | 14,24 | 5 798 | 13,38 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 6 349 | 21,51 | 606 | 20,52 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 353 112 | 2,68 | 33 701 | 1,92 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 60 820 | 9,59 | 5 805 | 8,77 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 74 209 | 14,00 | 7 083 | 13,15 | ||||
| 2026-05-05 | 13F | Robinson Value Management, Ltd. | 21 611 | 1,50 | 2 063 | 0,73 | ||||
| 2026-05-05 | 13F | Landing Point Financial Group, LLC | 2 445 | 233 | ||||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 528 262 | 3,93 | 50 417 | 3,15 | ||||
| 2026-05-12 | 13F | Cambiar Investors Llc | 4 740 | 9,90 | 452 | 9,18 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 36 737 | 19,47 | 3 506 | 18,61 | ||||
| 2026-04-30 | 13F | Kornitzer Capital Management Inc /ks | 13 713 | 4,36 | 1 309 | 3,56 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 60 521 | 1,77 | 5 776 | 1,01 | ||||
| 2026-05-04 | 13F | MTC Wealth Management LLC | 92 695 | 8,29 | 8 847 | 7,47 | ||||
| 2026-05-04 | 13F | Good Steward Wealth Advisors,LLC | 54 301 | 3,37 | 5 182 | 2,59 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 719 | 0,56 | 69 | 0,00 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 2 546 | 11,37 | 243 | 10,50 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 278 390 | 19,22 | 26 569 | 18,33 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 4 | 0 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 91 466 | 8 730 | ||||||
| 2026-05-15 | 13F | Ascent Group, LLC | 20 724 | 2,95 | 1 978 | 2,17 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 64 | 6 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 999 | 8,71 | 95 | 7,95 | ||||
| 2026-05-14 | 13F | Dauntless Investment Group, LLC | Call | 824 700 | 78 709 | |||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 138 989 | 19,59 | 13 265 | 18,70 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 116 666 | 7,00 | 11 121 | 5,82 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 7 096 | 14,78 | 677 | 13,97 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 38 940 | 32,94 | 3 716 | 31,96 | ||||
| 2026-05-05 | 13F | Total Wealth Planning & Management, Inc. | 7 478 | 714 | ||||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 10 274 | 8,12 | 981 | 7,34 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 72 | 7 | ||||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 5 016 | 1,05 | 479 | 0,21 | ||||
| 2026-04-30 | 13F | Mmbg Investment Advisors Co. | 11 229 | 34,82 | 1 072 | 33,88 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 601 226 | 0,49 | 57 | 0,00 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 3 772 | 36,47 | 360 | 35,47 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 27 065 | 13,03 | 2 583 | 12,21 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 29 850 | 92,34 | 2 849 | 90,88 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 24 241 | 8,40 | 2 314 | 7,58 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 591 | 56 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 4 135 | 395 | ||||||
| 2026-04-15 | 13F | BDFS Capital LLC | 2 180 | 0,05 | 208 | −0,48 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 153 619 | 14 661 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 534 295 | 77,47 | 50 993 | 76,15 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 442 134 | 5,60 | 42 020 | 4,37 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 983 964 | 1,30 | 93 910 | 0,54 | ||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 894 281 | 9,69 | 85 350 | 8,87 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 14 559 | 254,75 | 1 390 | 252,54 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 264 156 | 6,52 | 25 211 | 5,72 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 27 227 | 2 599 | ||||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 334 | 209,26 | 32 | 210,00 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 17 707 | 1 690 | ||||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 11 098 | 4,89 | 1 059 | 4,13 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 5 | 0 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 186 306 | 93,32 | 17 781 | 91,87 | ||||
| 2026-04-14 | 13F | Meadowbrook Wealth Management, LLC | 2 125 | 203 | ||||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 53 | 5 | ||||||
| 2026-05-15 | 13F | Verition Fund Management LLC | Call | 300 000 | 28 632 | |||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 14 179 | 6,76 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Verition Fund Management LLC | Put | 200 000 | 19 088 | |||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 25 224 | 9,37 | 2 407 | 8,57 | ||||
| 2026-04-07 | 13F | Boltwood Capital Management | 30 050 | 3,98 | 2 868 | 3,17 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 126 901 | 31,14 | 12 111 | 30,16 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 262 | 0,38 | 25 | 0,00 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 107 | 10 | ||||||
| 2026-05-13 | 13F | Syon Capital Llc | 2 625 | 10,29 | 251 | 9,65 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 70 511 | 4,37 | 6 730 | 3,59 | ||||
| 2026-05-05 | 13F | Vectors Research Management, LLC | 6 304 | 0,03 | 602 | −0,83 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 14 918 | 1 424 | ||||||
| 2026-04-27 | 13F | Moneywise, Inc. | 73 371 | 7 003 | ||||||
| 2026-05-15 | 13F | Schonfeld Strategic Advisors LLC | Call | 300 000 | 28 632 | |||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 3 020 | 1,38 | 288 | 0,70 | ||||
| 2026-05-15 | 13F | EFG International AG | 16 668 | 241,56 | 1 591 | 239,02 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 24 254 | 69,17 | 2 315 | 67,92 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 5 199 | 1,01 | 496 | 0,40 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 145 942 | 6,34 | 13 929 | 5,55 | ||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 72 511 | 106,35 | 6 920 | 104,85 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 2 527 | 6,09 | 241 | 5,24 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 151 885 | 36,64 | 14 496 | 35,73 | ||||
| 2026-05-15 | 13F | Schonfeld Strategic Advisors LLC | 31 576 | 3 014 | ||||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 83 899 | 0,58 | 8 007 | −0,16 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 3 952 | 0,51 | 377 | −0,26 | ||||
| 2026-05-13 | 13F | Transmarket Holdings LP | 192 393 | 8 657,08 | 18 362 | 8 601,90 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 147 045 481 | 9,06 | 14 034 021 | 8,24 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 3 216 | 2,13 | 307 | 1,32 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 4 636 | 4,63 | 446 | 4,22 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 107 200 | 255,37 | 10 231 | 252,79 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1 398 | 121,55 | ||||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 440 202 | 2,17 | 42 013 | 1,40 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 4 545 | 3,53 | 434 | 2,61 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 24 579 | 111,81 | 2 336 | 109,51 | ||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 169 189 | 3,16 | 16 147 | 2,38 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 119 501 | 2,38 | 11 405 | 1,62 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 14 704 | 34,90 | 1 403 | 33,87 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 188 165 | 3,56 | 17 958 | 2,78 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 3 431 225 | 327 476 | ||||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 7 400 | 37,04 | 706 | 36,03 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 107 332 | 5,10 | 10 252 | 4,63 | ||||
| 2026-05-11 | 13F | Td Asset Management Inc | 2 621 | 250 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 36 688 | 45,47 | 3 502 | 44,37 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 1 072 046 | 39,69 | 102 316 | 38,64 | ||||
| 2026-05-14 | 13F | ASB Consultores, LLC | 10 515 | 994 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 52 018 | 19,19 | 4 965 | 18,30 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 562 | 54 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 23 684 | 16,25 | 2 260 | 15,36 | ||||
| 2026-05-13 | 13F | BTS Asset Management, Inc. | 5 756 | 0,07 | 549 | −0,54 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 848 | 4,69 | 81 | 3,90 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 4 194 | 6 352,31 | 400 | 6 566,67 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 652 522 | 18,17 | 62 277 | 17,29 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 186 072 | 8,40 | 17 759 | 7,59 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 2 500 | 11,21 | 239 | 10,19 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 2 750 | 0,15 | 262 | −0,76 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 6 114 500 | 178,32 | 583 568 | 176,24 | |||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 218 | 21 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 5 084 800 | 131,26 | 485 293 | 129,53 | |||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 8 955 | 4,52 | 855 | 3,77 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 8 950 | 50,19 | 854 | 49,04 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 17 094 | 0,87 | 1 631 | 0,12 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 146 030 | 1,61 | 13 937 | 0,85 | ||||
| 2026-04-10 | 13F | Benin Management CORP | 5 781 | 52,41 | 552 | 51,37 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1 707 | 163 | ||||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 29 576 | 1,45 | 2 823 | 0,68 | ||||
| 2026-04-28 | 13F | Cypress Capital, LLC | 25 776 | 0,63 | 2 460 | −0,12 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 2 659 | 254 | ||||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 1 450 | 1,83 | 0 | −100,00 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 161 754 | 15,76 | 15 438 | 14,88 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 26 540 | 95,68 | 2 533 | 94,17 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 3 969 | 379 | ||||||
| 2026-05-01 | 13F | Clarity Financial LLC | 14 502 | 1,30 | 1 384 | 0,58 | ||||
| 2026-05-14 | 13F | Centiva Capital, LP | Call | 420 500 | 40 133 | |||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 22 656 | 0,45 | 2 162 | −0,28 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 177 179 | 47,01 | 17 | 45,45 | ||||
| 2026-05-12 | 13F | Second Half Financial Partners, LLC | 4 296 | 41,36 | 410 | 40,41 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 119 363 | 80,12 | 11 392 | 78,78 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1 538 763 | 8,20 | 146 860 | 7,39 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 855 197 | 2,68 | 81 620 | 1,92 | ||||
| 2026-05-15 | 13F | Ameraudi Asset Management, Inc. | 114 677 | 8,81 | 10 945 | 7,99 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 8 483 | 3,91 | 810 | 3,06 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 298 | 28 | ||||||
| 2026-04-28 | 13F | DDD Partners, LLC | 59 773 | 20,94 | 5 705 | 20,03 | ||||
| 2026-05-11 | 13F | Prudent Investors Network | 550 348 | 31,59 | 52 525 | 30,60 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 129 169 | 12 328 | ||||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 15 031 | 1 435 | ||||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 17 357 | 17,98 | 1 657 | 17,11 | ||||
| 2026-04-02 | 13F | Silverleafe Capital Partners, LLC | 185 516 | 467,43 | 17 706 | 463,32 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 68 159 | 1 282,54 | 6 505 | 1 272,36 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 7 164 | 2,67 | 679 | 1,19 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 23 184 | 307,59 | 2 213 | 304,39 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 37 291 | 3,14 | 3 559 | 2,39 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 646 | 9,68 | 62 | 8,93 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 56 911 | 0,23 | 5 432 | −0,53 | ||||
| 2026-05-15 | 13F | LMR Partners LLP | Call | 100 000 | 9 544 | |||||
| 2026-05-14 | 13F | Risk Paradigm Group, LLC | 73 209 | 7,33 | 6 987 | 6,54 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 419 | 1 645,83 | 40 | 1 850,00 | ||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 65 535 | 7,37 | 6 255 | 6,56 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 5 723 | 22,08 | 546 | 21,33 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 7 179 | 72,36 | 685 | 71,25 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 3 301 | 28,00 | 317 | 27,82 | ||||
| 2026-04-28 | 13F | Wealth Management Resources, Inc. | 293 058 | 0,35 | 27 969 | −0,41 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 40 826 | 9,59 | 3 895 | 8,98 | ||||
| 2026-04-16 | 13F | Lincoln Capital Corp | 123 343 | 0,43 | 11 772 | −0,32 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 27 282 | 292,72 | 2 604 | 290,25 | ||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 2 790 | 266 | ||||||
| 2026-05-04 | 13F | Entelevest, LLC | 15 799 | 35,32 | 1 508 | 34,31 | ||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 182 434 | 2,57 | 17 412 | 1,80 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 388 | 37 | ||||||
| 2026-05-15 | 13F | Old Mission Capital Llc | Call | 375 400 | 25 | |||||
| 2026-05-08 | 13F | Middleton & Co Inc/ma | 136 448 | 4,64 | 13 023 | 3,86 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 2 275 | 0,13 | 217 | −0,46 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 76 558 | 0,46 | 7 307 | −0,30 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 44 638 | 8,19 | 4 260 | 7,39 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | Put | 121 100 | 121 | |||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 38 900 | 20,78 | 3 713 | 19,90 | ||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 5 001 | 4,60 | 477 | 3,92 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 15 975 | 47,79 | 1 525 | 46,68 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 12 906 | 21,06 | 1 | 0,00 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 41 989 | 73,14 | 4 007 | 71,83 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 48 916 | 17,80 | 4 669 | 16,93 | ||||
| 2026-05-19 | 13F | Paragon Private Wealth Management, LLC | 11 251 | 8,26 | 1 074 | 7,41 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 12 094 | 0,88 | 1 154 | 0,17 | ||||
| 2026-05-12 | 13F | Guerra Pan Advisors, Llc | 4 795 | 458 | ||||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3 335 | 0,72 | 318 | 0,00 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 464 602 | 11,16 | 44 341 | 10,30 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 6 797 | 4,39 | 649 | 3,51 | ||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 124 295 | 11 863 | ||||||
| 2026-05-08 | 13F | Walleye Trading LLC | Put | 37 600 | 49,21 | 3 589 | 48,08 | |||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 12 192 | 4,33 | 1 164 | 3,56 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 107 496 | 6,56 | 10 259 | 5,76 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 14 520 | 136,29 | 1 386 | 134,75 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 2 133 | 0,14 | 204 | −0,49 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 113 | 11 | ||||||
| 2026-04-30 | 13F | ETF Store, Inc. | 22 880 | 0,33 | 2 184 | −0,41 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 198 604 | 1,29 | 18 955 | 0,53 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 12 234 | 31,32 | 1 168 | 30,39 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | 15 400 | 43,93 | 1 470 | 42,90 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 3 422 | 9,82 | 327 | 9,03 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 261 978 | 25 003 | ||||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 6 735 | 7,19 | 643 | 6,29 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | Call | 57 900 | 43,32 | 5 526 | 42,25 | |||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 1 220 | 116 | ||||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 196 862 | 12,40 | 18 789 | 11,56 | ||||
| 2026-04-10 | 13F | Ballew Advisors, Inc | 54 993 | 3,62 | 5 248 | 2,70 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 688 | 66 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 18 510 559 | 22,72 | 1 764 251 | 21,99 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 5 833 | 78,00 | 557 | 76,51 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 764 661 | 10,53 | 72 979 | 9,70 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 555 | 86,87 | 53 | 85,71 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 38 287 | 1,05 | 3 654 | 0,30 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 40 157 | 3,88 | 3 833 | 3,09 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 9 942 | 45,12 | 949 | 44,07 | ||||
| 2026-05-04 | 13F | Nwam Llc | 3 476 | 0,03 | 332 | −0,60 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 42 872 | 3,80 | 4 092 | 3,02 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 183 911 | 34,51 | 17 552 | 33,51 | ||||
| 2026-05-15 | 13F | Liberty Mutual Group Asset Management Inc. | 1 182 507 | 356,99 | 112 858 | 353,57 | ||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 36 449 | 8,31 | 3 448 | 6,09 | ||||
| 2026-04-10 | 13F | Matrix Trust Co | 18 319 | 0,27 | 2 | 0,00 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 2 098 | 200 | ||||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 39 955 | 54,39 | 3 813 | 53,26 | ||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 16 110 | 3,93 | 1 538 | 3,15 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 192 319 | 14,25 | 18 278 | 12,92 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 21 276 | 2 031 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 35 742 | 4,10 | 3 411 | 3,33 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 171 593 | 178,31 | 16 377 | 176,25 | ||||
| 2026-04-29 | 13F | Ascent Advisors, LLC | 72 634 | 6 932 | ||||||
| 2026-04-28 | 13F | Umpqua Bank | 66 693 | 6 365 | ||||||
| 2026-04-21 | 13F | BankPlus Wealth Management LLC | 2 237 | 0,63 | 213 | 0,00 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 3 630 | 346 | ||||||
| 2026-04-15 | 13F | Dedeker Financial LLC | 14 365 | 22,94 | 1 371 | 22,08 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 27 871 | 1,94 | 2 660 | 1,18 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 12 378 | 17,06 | 1 181 | 16,24 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 13 246 | 8,20 | 1 264 | 7,39 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 15 767 | 4,29 | 1 505 | 3,51 | ||||
| 2026-05-01 | 13F | MY Wealth Management Inc. | 142 748 | 211,97 | 13 614 | 209,46 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 1 216 | 116 | ||||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 4 723 | 79,79 | 451 | 78,57 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 5 956 | 63,22 | 568 | 62,29 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 347 771 | 2 222,34 | 1 967 | 36,60 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 16 798 | 42,48 | 1 603 | 41,48 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 13 541 | 203,41 | 1 292 | 201,17 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 22 903 | 4,54 | 2 186 | 3,75 | ||||
| 2026-05-05 | 13F | Mount Lucas Management LP | 53 239 | 159,97 | 5 081 | 158,05 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 154 918 | 2,98 | 15 | 0,00 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 83 083 | 0,38 | 7 929 | −0,36 | ||||
| 2026-04-24 | 13F | WHI TRUST Co LLC | 73 918 | 0,83 | 7 055 | 0,07 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 29 132 | 3,36 | 2 780 | 2,58 | ||||
| 2026-05-11 | 13F | United Capital Management of KS, Inc. | 259 245 | 4,37 | 24 742 | 3,59 | ||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 43 097 | 7,85 | 4 | 33,33 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 20 895 | 10,01 | 1 994 | 9,20 | ||||
| 2026-05-12 | 13F | Riggs Asset Managment Co. Inc. | 42 326 | 0,50 | 4 040 | −0,25 |
