Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF inkluderar Vanguard Advisers Inc, Vanguard National Trust Co, Financial Solutions Advisory Group, Inc., John S. & James L. Knight Foundation, Inc., Main Street Group, LTD, Retirement Financial Solutions, Llc, Chilton Investment Co Llc, Junk Investment Group, LLC, Tower Bridge Advisors, Henson-Edgewater Management, LLC, Tiaa-cref Individual & Institutional Services, Llc, Global Wealth Management, LLC, Navigate Wealth Management, LLC, Gts Financial, Llc, Ascent Advisors, LLC, Value Investment Professionals, LLC, J. Safra Sarasin Holding AG, Investment Management Trust, LLC, Sandhill Capital Partners LLC, och My Portfolio Guide, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 57 058 | 6,00 | 4 285 | 8,23 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 3 118 | 234 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 11 208 | 2,91 | 842 | 4,99 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 19 868 | 116,85 | 1 445 | 114,71 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 12 517 | 24,09 | 940 | 26,68 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 4 168 625 | 53,74 | 313 064 | 56,96 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 33 229 | 0,15 | 2 495 | 2,25 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 39 911 | 23,67 | 2 997 | 26,24 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 3 084 | 6,57 | 232 | 8,96 | ||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 36 269 | 8,73 | 2 724 | 11,01 | ||||
| 2026-04-13 | 13F | Chickasaw Capital Management Llc | 7 500 | 1 | ||||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 208 402 | 7,97 | 15 651 | 10,23 | ||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 513 639 | 3,39 | 37 783 | 6,57 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 71 784 | 1,51 | 5 391 | 3,61 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 12 968 | 974 | ||||||
| 2026-05-13 | 13F | Heritage Trust Co | 3 559 | 267 | ||||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 6 699 | 503 | ||||||
| 2026-05-14 | 13F | Bollard Group LLC | 1 997 | 11,32 | 0 | |||||
| 2026-04-20 | 13F | MBA Advisors LLC | 27 521 | 12,29 | 2 067 | 14,65 | ||||
| 2026-05-04 | 13F | J. Safra Sarasin Holding AG | 20 562 | 1 544 | ||||||
| 2026-04-29 | 13F | Bluestem Financial Advisors, Llc | 436 044 | 1,50 | 32 747 | 3,62 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 3 533 | 0,03 | 265 | 2,32 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 61 629 | 4 628 | ||||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 8 645 | 0,15 | 649 | 2,37 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 886 209 | 1,79 | 66 554 | 3,92 | ||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 4 221 | 3,68 | 317 | 5,69 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 2 791 551 | 2,51 | 209 645 | 4,65 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 7 882 | 0,14 | 592 | 2,25 | ||||
| 2026-05-05 | 13F | M3 Wealth Management, LLC | 57 390 | 10,30 | 4 310 | 12,59 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 116 912 | 1,03 | 8 780 | 3,15 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 4 039 | 0,10 | 303 | 2,36 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 320 974 | 8,03 | 24 086 | 10,19 | ||||
| 2026-05-14 | 13F | Sandhill Capital Partners LLC | 15 224 | 1 143 | ||||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 26 516 | 4,53 | 1 991 | 6,76 | ||||
| 2026-05-06 | 13F | Legacy Wealth Advisors, LLC | 31 289 | 320,89 | 2 350 | 330,22 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 265 807 | 0,12 | 19 962 | 2,22 | ||||
| 2026-05-13 | 13F | DRW Securities, LLC | 225 062 | 93,34 | 16 902 | 97,41 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 41 204 | 7,87 | 3 094 | 10,15 | ||||
| 2026-04-22 | 13F | WestEnd Advisors, LLC | 3 796 683 | 1,46 | 285 132 | 3,59 | ||||
| 2026-04-24 | 13F | Cassia Capital Partners, LLC | 14 973 | 61,19 | 1 124 | 64,57 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 11 306 | 47,56 | 849 | 50,80 | ||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 6 569 | 18,98 | 493 | 21,43 | ||||
| 2026-05-12 | 13F | Smith Chas P & Associates Pa Cpas | 4 635 | 7,17 | 348 | 9,43 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 210 158 | 2,88 | 15 783 | 5,03 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 2 140 | 59,82 | 161 | 60,00 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 4 378 | 2,08 | 329 | 4,13 | ||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 10 513 | 0,32 | 789 | 2,47 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 6 659 | 2,53 | 500 | 4,82 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 12 640 | 94,85 | 949 | 98,95 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 4 970 | 0,16 | 373 | 2,19 | ||||
| 2026-04-14 | 13F | Joule Financial, LLC | 24 885 | 481,83 | 1 869 | 494,90 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 89 032 | 19,95 | 6 686 | 22,48 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 544 179 | 6,48 | 40 868 | 8,71 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 8 417 | 23,49 | 632 | 26,15 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 247 158 | 22,87 | 18 562 | 25,44 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 474 757 | 27,19 | 35 654 | 29,85 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 36 136 | 6,60 | 2 714 | 8,82 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 7 800 | 29,12 | 586 | 31,76 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 4 384 | 4,01 | 329 | 6,13 | ||||
| 2026-04-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 31 380 | 0,12 | 2 357 | 2,21 | ||||
| 2026-05-08 | 13F | Elevation Advisory Partners LLC | 13 010 | 1 028 | ||||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 4 836 410 | 67,55 | 363 222 | 71,07 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 16 506 | 67,32 | 1 240 | 70,90 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 35 193 | 10,56 | 2 643 | 12,90 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 487 | 0,21 | 37 | 2,86 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 6 229 | 0,71 | 468 | 2,86 | ||||
| 2026-05-11 | 13F | Timmons Wealth Management, LLC | 293 | 0,34 | 22 | 0,00 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 377 979 | 0,34 | 28 386 | 2,45 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 54 148 | 50,04 | 4 067 | 53,20 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 3 712 | 279 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 39 323 | 12,66 | 2 953 | 15,04 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 5 252 | 30,13 | 394 | 33,11 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 29 950 | 13,42 | 2 249 | 15,81 | ||||
| 2026-04-22 | 13F | Avalon Advisory Group | 200 400 | 2,28 | 15 050 | 4,43 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 84 206 | 69,99 | 6 324 | 73,57 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 3 870 | 5,68 | 291 | 7,81 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 1 248 | 25,05 | 94 | 27,40 | ||||
| 2026-04-29 | 13F | Axis Capital Holdings Ltd | 207 150 | 41,53 | 15 557 | 44,49 | ||||
| 2026-05-15 | 13F | Ballast, Inc. | 243 788 | 0,29 | 18 308 | 2,39 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 22 353 | 17,46 | 1 679 | 23,56 | ||||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 182 408 | 7,70 | 13 699 | 9,95 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 192 211 | 27,14 | 14 435 | 29,81 | ||||
| 2026-05-12 | 13F | Tannin Capital LLC | 5 057 | 380 | ||||||
| 2026-05-11 | 13F | MCF Advisors LLC | 27 039 | 5,79 | 2 031 | 7,98 | ||||
| 2026-05-15 | 13F | Shelton Capital Management | 21 480 | 1 613 | ||||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 9 840 | 739 | ||||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 6 676 | 0,15 | 501 | 2,24 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 737 | 55 | ||||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 173 767 | 8,50 | 13 050 | 10,77 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 3 664 | 9,93 | 275 | 12,24 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 4 626 | 37,64 | 347 | 40,49 | ||||
| 2026-05-13 | 13F | Kimelman & Baird, LLC | 432 | 32 | ||||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 2 718 | 204 | ||||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 69 569 | 5,86 | 5 225 | 8,07 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 236 130 | 4,61 | 18 | 6,25 | ||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 467 861 | 1,30 | 35 946 | 5,80 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 8 356 | 0,16 | 628 | 2,28 | ||||
| 2026-04-17 | 13F | Brave Asset Management Inc | 105 611 | 5,10 | 7 931 | 7,31 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 140 755 | 1,08 | 10 571 | 3,19 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 5 138 | 386 | ||||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 106 571 | 19,23 | 8 003 | 21,74 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 545 595 | 15,69 | 40 974 | 18,11 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 12 519 | 19,58 | 940 | 22,08 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 1 115 | 84 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 4 851 | 766,25 | 364 | 787,80 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 1 271 | 0,16 | 95 | 2,15 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 8 205 | 10,97 | 616 | 13,44 | ||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 17 281 | 1 298 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 17 534 310 | 2,99 | 1 316 827 | 5,15 | ||||
| 2026-05-20 | 13F | Norris Financial Group, LLC | 0 | 0 | ||||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 2 575 | 0,16 | 193 | 2,12 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 2 738 | 206 | ||||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 38 377 | 67,24 | 2 882 | 70,84 | ||||
| 2026-04-16 | 13F | Forbes J M & Co Llp | 3 025 | 227 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 5 437 | 1,72 | 408 | 3,82 | ||||
| 2026-05-14 | 13F | Sanders Capital, LLC | 9 979 709 | 54,41 | 749 476 | 57,64 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 7 314 | 5,50 | 549 | 7,65 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 201 882 | 15 161 | ||||||
| 2026-04-24 | 13F | Patten Group, Inc. | 44 557 | 3,70 | 3 346 | 5,89 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 31 948 | 88,73 | 2 399 | 92,69 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 3 593 | 270 | ||||||
| 2026-05-12 | 13F | Harfst & Associates, Inc. | 32 677 | 2 454 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 64 952 | 12,04 | 4 878 | 14,38 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 4 270 | 321 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 66 174 | 5,69 | 4 970 | 7,90 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 75 451 | 6,20 | 5 666 | 8,42 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 4 957 | 7,22 | 372 | 9,41 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 40 710 | 12,86 | 3 057 | 15,23 | ||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 182 629 | 38,41 | 13 715 | 41,30 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 14 265 | 97,44 | 1 148 | 104,63 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 1 267 763 | 3,96 | 95 209 | 6,14 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1 378 | 0,15 | 104 | 1,98 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 690 | 263,16 | 0 | |||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 7 571 | 2,44 | 569 | 4,60 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 32 021 | 21,90 | 2 405 | 24,43 | ||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 4 515 | 19,60 | 339 | 22,38 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 6 933 | 6,33 | 521 | 8,56 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 32 835 | 35,26 | 2 466 | 38,10 | ||||
| 2026-05-06 | 13F | Performa Ltd (US), LLC | 517 813 | 32,57 | 38 888 | 35,34 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 28 880 | 0,16 | 2 169 | 2,22 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 35 438 | 24,30 | 2 661 | 26,90 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 101 964 | 6,04 | 7 657 | 8,26 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 391 062 | 17,52 | 29 369 | 19,98 | ||||
| 2026-04-29 | 13F | Alliance Wealth Management Group | 2 861 | 215 | ||||||
| 2026-04-22 | 13F | Hartmann Taylor Wealth Management, LLC | 113 372 | 3,65 | 8 514 | 5,83 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 205 295 | 37,51 | 15 418 | 40,39 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 135 689 | 1,39 | 10 190 | 5,83 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 11 003 | 44,70 | 826 | 47,76 | ||||
| 2026-04-15 | 13F | Define Financial, Llc | 286 389 | 1,44 | 21 508 | 3,56 | ||||
| 2026-04-09 | 13F | Wincap Financial Llc | 6 948 | 3,62 | 522 | 5,68 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 5 533 | 416 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 371 264 | 5,12 | 27 882 | 7,31 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 4 328 | 0,02 | 325 | 2,20 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 2 607 | 0,08 | 196 | 2,09 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 61 508 | 103,20 | 4 525 | 109,44 | ||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 9 631 | 2,03 | 723 | 4,18 | ||||
| 2026-04-08 | 13F | WealthBridge Investment Counsel Inc. | 19 786 | 5,02 | 1 | 0,00 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 549 612 | 41 276 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 19 957 | 10,59 | 1 603 | 14,66 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 641 | 0,16 | 48 | 2,13 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 207 361 | 141,66 | 15 573 | 146,74 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 67 139 | 8,91 | 5 042 | 11,20 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 2 149 705 | 6,07 | 161 443 | 8,29 | ||||
| 2026-04-24 | 13F | Optas, LLC | 327 071 | 0,44 | 24 564 | 2,55 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 11 859 | 5,33 | 891 | 7,49 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 6 473 | 0,15 | 486 | 2,32 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 721 405 | 6,04 | 54 177 | 8,26 | ||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 8 232 | 0,76 | 618 | 3,00 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 3 666 | 5,89 | 275 | 8,27 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 17 406 | 0,15 | 1 307 | 2,27 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1 471 557 | 7,45 | 110 514 | 9,70 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 1 000 | 6,95 | 75 | 10,29 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 682 | 51 | ||||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 159 436 | 6,60 | 11 974 | 8,84 | ||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 37 724 | 569,34 | 2 833 | 584,30 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 6 835 | 2,43 | 513 | 4,69 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 200 407 | 40,40 | 15 051 | 43,35 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 7 080 | 2,05 | 532 | 4,12 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1 112 | 84 | ||||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 15 958 | 51,52 | 1 198 | 54,78 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 10 452 | 785 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 6 213 | 0,13 | 467 | 2,19 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 4 034 | 0,15 | 303 | 2,03 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 231 | 52,98 | 17 | 54,55 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 5 051 | 5,60 | 379 | 7,98 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 29 121 | 1,68 | 2 | 0,00 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 6 842 | 24,88 | 514 | 27,30 | ||||
| 2026-05-15 | 13F | Common Fund For Nonprofit Organizations | 28 669 | 0,15 | 2 153 | 2,28 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 225 690 | 2,02 | 16 949 | 4,15 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 4 755 | 33,45 | 357 | 36,26 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 16 112 | 0,15 | 1 210 | 2,28 | ||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 23 917 | 506,88 | 1 796 | 521,45 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 2 721 | 1,68 | 204 | 4,08 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 2 260 151 | 2,95 | 169 737 | 5,10 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 75 356 | 3,40 | 5 659 | −1,34 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 52 044 | 32,95 | 3 909 | 35,74 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 10 933 | 1,50 | 907 | 9,82 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 3 187 | 0,16 | 239 | 2,14 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 5 247 | 17,99 | 394 | 20,49 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 16 683 | 6,83 | 1 253 | 9,06 | ||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 23 619 | 1 782 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 5 094 | 0,06 | 383 | 2,14 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 665 214 | 2,78 | 49 958 | 4,93 | ||||
| 2026-05-12 | 13F | Tiff Advisory Services Inc | 152 013 | −83,36 | 11 416 | −74,62 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 517 | 0,19 | 39 | 2,70 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 22 755 | 5,57 | 1 709 | 7,76 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 268 687 | 4,93 | 21 525 | 14,27 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 4 246 | 17,59 | 319 | 20,00 | ||||
| 2026-05-14 | 13F | Andrews Advisory Associates, LLC | 15 812 | 0,07 | 1 187 | 2,15 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 38 087 | 3 036 | ||||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 207 467 | 15 581 | ||||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 141 288 | 650,93 | 10 742 | 676,08 | ||||
| 2026-05-08 | 13F | Quantify Chaos Advisors, Llc | 6 929 | 0,14 | 520 | 2,36 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 28 732 | 14,24 | 2 158 | 16,59 | ||||
| 2026-04-24 | 13F | Cannon Advisors, Inc. | 25 007 | 2,88 | 1 878 | 0,91 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 27 460 | 24,72 | 2 062 | 27,36 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 3 720 | 2,14 | 279 | 4,49 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 120 386 | 12,69 | 84 141 | 15,05 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 85 160 | 40,94 | 6 396 | 43,90 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 52 520 | 10,96 | 3 944 | 13,30 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 15 166 | 1,23 | 1 139 | 3,27 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 34 827 | 1,02 | 2 615 | 3,16 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 270 017 | 6,57 | 20 278 | 8,81 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 327 769 | 31,78 | 24 615 | 34,54 | ||||
| 2026-04-10 | 13F | Financial Advisory Corp | 41 391 | 0,08 | 3 108 | 2,17 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 10 141 | 4,87 | 762 | 7,03 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 4 919 | 67,31 | 389 | 73,66 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 87 364 | 14,04 | 6 561 | 16,43 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 8 580 | 644 | ||||||
| 2026-04-22 | 13F | apricus wealth, LLC | 2 695 | 202 | ||||||
| 2026-05-12 | 13F | Americana Partners, LLC | 22 319 | 20,91 | 1 676 | 23,51 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 3 410 | 0,06 | 256 | 2,40 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 4 579 | 0,28 | 344 | 2,39 | ||||
| 2026-05-08 | 13F | Stone Loft Wealth Management Llc | 149 800 | 7,27 | 11 250 | 9,51 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 160 | 12 | ||||||
| 2026-05-01 | 13F | Midwest Trust Co | 31 921 | 20,72 | 2 397 | 23,24 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 35 219 | 10,11 | 2 594 | 13,82 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 951 | 38,83 | 71 | 42,00 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 662 141 | 2,86 | 49 727 | 5,02 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 3 311 | 6,36 | 249 | 8,77 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 73 500 | 34,12 | 5 520 | 36,91 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 2 992 | 225 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 467 878 | 369,26 | 34 417 | 369,28 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 5 363 | 9,34 | 403 | 11,67 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 302 | 2 920,00 | 23 | |||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 15 058 | 1,00 | 1 131 | 3,10 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 39 990 | 42,05 | 3 003 | 45,07 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 5 635 | 14,23 | 423 | 16,85 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 12 530 | 0,07 | 941 | 2,06 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 25 170 | 0,51 | 1 890 | 2,61 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 199 451 | 8,49 | 14 979 | 10,76 | ||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 2 775 | 208 | ||||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 6 255 | 0,02 | 470 | 1,96 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 27 876 | 0,74 | 2 093 | 2,85 | ||||
| 2026-05-07 | 13F | Bahl & Gaynor Inc | 153 844 | 8,96 | 11 554 | 11,25 | ||||
| 2026-05-14 | 13F | Karpus Management, Inc. | 976 719 | 5,79 | 73 352 | 8,01 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 9 504 | 0,15 | 760 | 2,15 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 50 732 | 140,05 | 3 810 | 145,11 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 222 804 | 0,72 | 16 733 | 2,82 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 50 971 | 1,10 | 3 828 | 3,21 | ||||
| 2026-05-04 | 13F | Fortress Financial Solutions, LLC | 8 236 | 132,39 | 619 | 137,69 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 98 280 | 6,09 | 7 381 | 8,31 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 6 368 | 29,43 | 478 | 32,41 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 8 264 | 19,72 | 621 | 22,29 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 23 035 | 13,28 | 1 730 | 15,65 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 9 831 | 0,15 | 738 | 2,22 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2 854 | 210 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 150 488 | 9,18 | 11 101 | 9,49 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 2 039 | 0,20 | 153 | 2,68 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 57 053 | 6,49 | 4 285 | 8,73 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 54 119 | 0,15 | 4 064 | 2,26 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 104 518 | 7 849 | ||||||
| 2026-05-15 | 13F | Destination Wealth Management | 391 607 | 29 410 | ||||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 42 264 | 0,47 | 3 174 | 2,59 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 291 331 | 16,25 | 21 879 | 18,68 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 64 355 | 9,12 | 4 833 | 11,41 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 33 260 | 0,01 | 2 498 | 2,09 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 3 468 500 | 19,97 | 253 068 | 19,00 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 30 922 | 25,41 | 2 322 | 28,08 | ||||
| 2026-04-13 | 13F | Mitchell Sinkler & Starr/pa | 6 194 | 9,94 | 465 | 12,32 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 6 736 | 0,13 | 506 | 2,23 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 50 913 | 9,93 | 3 824 | 12,24 | ||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 10 715 | 22,68 | 805 | 25,23 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 8 463 | 0,43 | 636 | 2,58 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 75 733 | 5,92 | 5 688 | 8,14 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 43 787 | 15,54 | 3 288 | 17,98 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 3 640 | 100,00 | 348 | 103,51 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 4 300 | 12,07 | 323 | 14,18 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 89 206 | 85,09 | 6 786 | 91,42 | ||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 9 200 | 1,66 | 691 | 3,76 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 8 263 | 3,42 | 621 | 5,62 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 131 | 10 | ||||||
| 2026-05-15 | 13F | Painted Porch Advisors LLC | 13 441 | 1 009 | ||||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 128 205 | 7,73 | 9 628 | 10,00 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 102 068 | 13,14 | 7 665 | 12,90 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 11 453 | 28,28 | 860 | 31,10 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 4 869 | 366 | ||||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 2 665 | 0,15 | 203 | 3,59 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 7 868 | 591 | ||||||
| 2026-04-21 | 13F | Ramiah Investment Group | 63 873 | 4,70 | 4 797 | 6,89 | ||||
| 2026-05-08 | 13F | First National Advisers, LLC | 3 292 | 0,89 | 247 | 2,92 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 119 587 | 4,14 | 8 981 | 6,31 | ||||
| 2026-05-15 | 13F | Briggs Wealth Management, Inc | 20 705 | 1,17 | 1 555 | 3,26 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 66 248 | 1 060,82 | 4 975 | 1 087,35 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 15 483 | 2,75 | 1 163 | 4,87 | ||||
| 2026-04-16 | 13F | Global Wealth Management, LLC | 38 709 | 2 907 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 104 683 | 2,43 | 7 862 | 4,58 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 43 402 | 182,97 | 3 259 | 188,92 | ||||
| 2026-05-14 | 13F | Strategic Advisors LLC | 36 681 | 36,38 | 2 755 | 39,23 | ||||
| 2026-05-04 | 13F | 5th Street Advisors, LLC | 528 196 | 3,63 | 39 667 | 5,80 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 60 055 | 6,52 | 4 511 | 8,75 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 2 132 086 | 7,94 | 160 120 | 10,20 | ||||
| 2026-05-12 | 13F | CIBC Asset Management Inc | 4 857 276 | 2,96 | 364 781 | 5,11 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 234 917 | 0,67 | 17 642 | 2,78 | ||||
| 2026-05-08 | 13F | Idaho Trust Bank | 161 358 | 7,71 | 12 118 | 9,95 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2 778 | 269,91 | 209 | 278,18 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 7 030 | 19,35 | 528 | 21,71 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 876 458 | 4,22 | 65 822 | 6,40 | ||||
| 2026-05-01 | 13F | American Trust | 4 790 | 360 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 8 514 | 38,17 | 639 | 41,06 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 15 658 | 5,44 | 1 176 | 7,60 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 13 341 | 59,98 | 1 015 | 65,58 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 3 016 | 2,03 | 226 | 4,15 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 1 490 | 9,32 | 112 | 11,00 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 372 204 | 11,93 | 27 953 | 14,27 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 565 858 | 3,69 | 42 496 | 5,86 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 4 830 | 45,97 | 363 | 48,97 | ||||
| 2026-04-30 | 13F | Rockline Wealth Management, LLC | 3 248 | 18,58 | 244 | 20,90 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 945 | 71 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 27 307 | 9,58 | 2 051 | 11,84 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 5 880 | 0,15 | 442 | 2,32 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1 451 207 | 17,83 | 105 575 | 16,54 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 250 | 19 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 140 224 | 12,04 | 10 531 | 14,38 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 21 360 | 0,57 | 1 604 | 2,69 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 5 066 | 0,02 | 380 | 2,15 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 26 527 | 3,86 | 1 992 | 199 100,00 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 152 538 | 122,06 | 11 456 | 126,70 | ||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 4 375 | 1,16 | 329 | 3,14 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 3 996 | 300 | ||||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 46 909 | 0,39 | 3 523 | 2,47 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 6 562 158 | 4,58 | 492 818 | 6,76 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 7 961 | 598 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 10 210 | 50,08 | 767 | 53,20 | ||||
| 2026-05-14 | 13F | Main Management LLC | 334 264 | 34,29 | 25 | 38,89 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 248 724 | 1,03 | 18 679 | 3,15 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 28 752 | 12,51 | 2 159 | 14,90 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 17 783 | 2,25 | 1 308 | 5,40 | ||||
| 2026-04-13 | 13F | Wiser Wealth Management, Inc | 7 138 | 536 | ||||||
| 2026-04-13 | 13F | Cascade Investment Advisors, Inc. | 13 517 | 1 015 | ||||||
| 2026-04-15 | 13F | Asset Allocation & Management Company, LLC | 67 440 | 16,57 | 5 | 25,00 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 49 498 | 1,30 | 3 717 | 3,42 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 16 843 | 17,77 | 1 265 | 20,27 | ||||
| 2026-05-01 | 13F | Avion Wealth | 412 871 | 11,64 | 31 | 14,81 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 132 561 | 83,12 | 9 955 | 199 000,00 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 128 474 | 0,34 | 9 648 | 2,44 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 347 817 | 6,30 | 26 109 | 7,37 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 24 136 | 18,20 | 1 813 | 20,72 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 141 311 | 10 612 | ||||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 109 075 | 3,50 | 8 | 14,29 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 8 500 | 107,32 | 638 | 111,96 | |||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 19 564 | 1,25 | 1 469 | 3,38 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 4 000 | 14,29 | 243 | −5,84 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 101 353 | 2,76 | 7 612 | 4,91 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 244 190 | 9,85 | 18 339 | 12,15 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 5 529 | 11,81 | 415 | 14,33 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 122 649 | 23,85 | 9 211 | 26,44 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 15 154 | 73,37 | 1 138 | 77,26 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 254 340 | 1,13 | 19 101 | 3,24 | ||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 2 715 | 204 | ||||||
| 2026-04-28 | 13F | Farnam Financial LLC | 49 730 | 2,98 | 3 735 | 5,12 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 54 625 | 93,07 | 4 102 | 97,12 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 2 801 | 210 | ||||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 24 228 | 10,38 | 1 820 | 12,70 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 372 903 | 18,95 | 28 005 | 21,44 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 34 692 | 3,19 | 2 552 | 6,34 | ||||
| 2026-05-04 | 13F | Roberts Glore & Co Inc /il/ | 11 597 | 2,93 | 871 | 5,07 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 10 596 | 3,99 | 796 | 6,14 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 9 070 | 5,21 | 681 | 7,41 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 9 621 | 723 | ||||||
| 2026-04-23 | 13F | Catalyst Investment Management LLC | 6 070 | 495 | ||||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 16 758 | 0,95 | 1 | 0,00 | ||||
| 2026-04-27 | 13F | Dominguez Wealth Management Solutions, Inc. | 3 310 | 0,06 | 249 | 2,06 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 13 413 | 0,01 | 1 007 | 2,13 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 1 493 141 | 5,79 | 112 135 | 8,00 | ||||
| 2026-05-06 | 13F | German American Bancorp, Inc. | 4 233 | 318 | ||||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 68 459 | 0,40 | 5 141 | 2,51 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 6 306 | 474 | ||||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 23 849 | 0,06 | 1 791 | 2,17 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 1 395 | 0,14 | 105 | 1,96 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 338 073 | 420,71 | 25 389 | 431,71 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 289 692 | 19,95 | 22 | 23,53 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 3 015 894 | 33,56 | 226 494 | 36,35 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 157 596 | 31,41 | 11 836 | 38,29 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 19 373 | 52,53 | 1 455 | 55,67 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 31 007 | 2,46 | 2 329 | 4,58 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 19 194 | 62,29 | 1 441 | 65,63 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 19 883 | 20,81 | 1 463 | 24,53 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 25 902 | 0,38 | 1 945 | 2,48 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 515 285 | 1,27 | 38 698 | 3,39 | ||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 321 991 | 27,71 | 24 182 | 30,38 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 2 869 966 | 8,37 | 215 534 | 10,64 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 88 | 7 | ||||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 904 871 | 11,08 | 67 956 | 13,41 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 107 908 | 4,05 | 7 938 | 7,24 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 2 803 | 211 | ||||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 25 982 | 74,92 | 1 951 | 78,66 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 36 056 | 169,36 | 2 708 | 175,10 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 12 993 | 679,42 | 976 | 2,20 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 118 749 | 0,58 | 8 918 | 2,68 | ||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 6 522 | 15,86 | 490 | 18,12 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 15 035 | 2,29 | 1 129 | 4,44 | ||||
| 2026-05-11 | 13F | Strategic Wealth Designers | 74 635 | 11,27 | 5 605 | 13,62 | ||||
| 2026-04-28 | 13F | Intelligent Financial Strategies | 2 619 | 5,86 | 197 | 7,69 | ||||
| 2026-05-01 | 13F | BCR Wealth Strategies, LLC | 15 967 | 23,55 | 1 | |||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 5 992 | 66,44 | 450 | 70,45 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 6 789 | 6,16 | 510 | 8,30 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 176 | 13 | ||||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 25 049 | 10,56 | 1 881 | 12,91 | ||||
| 2026-05-15 | 13F | Family Management Corp | 896 | 0,11 | 67 | 3,08 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 8 151 | 7,24 | 612 | 9,48 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 48 547 | 16,96 | 3 646 | 19,43 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 871 | 65 | ||||||
| 2026-05-07 | 13F | Key Capital Management, INC | 228 | 128,00 | 17 | 142,86 | ||||
| 2026-05-12 | 13F | Frisco Financial Planning LLC | 1 419 | 0,21 | 107 | 1,92 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 55 879 | 1,20 | 4 197 | 3,32 | ||||
| 2026-05-15 | 13F | Lumbard & Kellner, LLC | 42 302 | 1,54 | 3 177 | 3,66 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 216 408 | 12,10 | 16 252 | 14,45 | ||||
| 2026-05-13 | 13F | Pioneer Family Office, LLC | 482 | 0,21 | 36 | 2,86 | ||||
| 2026-05-15 | 13F | Private Capital Management, LLC | 10 483 | 2,26 | 787 | 4,38 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 171 305 | 2,76 | 12 865 | 1,60 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 47 018 | 2,38 | 3 531 | 4,53 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 80 837 | 0,82 | 6 069 | 2,95 | ||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 24 688 | 1 854 | ||||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 168 204 | 3,47 | 12 632 | 5,65 | ||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 35 632 | 4,73 | 2 676 | 6,91 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 8 934 | 20,39 | 671 | 23,12 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 8 246 925 | 2,98 | 619 344 | 5,13 | ||||
| 2026-01-12 | 13F | Lanham O'Dell & Company, Inc. | 412 046 | 16,92 | 30 310 | 20,51 | ||||
| 2026-05-11 | 13F | F/M Investments LLC | 721 102 | 466,86 | 54 155 | 478,75 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 5 700 | 428 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 12 137 | 14,80 | 911 | 17,25 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 13 700 | 28,04 | 1 029 | 30,62 | |||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 131 | 0 | ||||||
| 2026-05-01 | 13F | Associated Banc-corp | 385 308 | 17,08 | 28 937 | 19,53 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 77 797 | 1,55 | 6 | 0,00 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 57 213 | 46,50 | 4 297 | 49,58 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 154 444 | 11,86 | 11 752 | 15,71 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 9 799 | 3,36 | 736 | 5,45 | ||||
| 2026-05-27 | 13F | Alpha Capital Advisors Inc /adv | 31 540 | 2,83 | 2 369 | 1,28 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 43 511 | 1,23 | 3 268 | 3,35 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 454 | 1 035,00 | 34 | 1 600,00 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 30 327 | 11,52 | 2 278 | 13,85 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 108 870 | 1,91 | 8 176 | 4,05 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 10 654 | 0,06 | 800 | −1,84 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 12 231 | 1,98 | 919 | 4,08 | ||||
| 2026-05-01 | 13F | SFE Investment Counsel | 9 147 | 57,27 | 687 | 60,66 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 1 252 | 8,68 | 94 | 11,90 | ||||
| 2026-05-14 | 13F | Betterment LLC | 36 328 | 9,94 | 3 | 0,00 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 1 076 | 81 | ||||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 139 436 | 771,48 | 10 472 | 790,39 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 3 715 | 11,23 | 279 | 13,47 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 8 824 | 65,03 | 663 | 68,45 | ||||
| 2026-05-13 | 13F | D L Carlson Investment Group Inc | 3 179 | 1,63 | 239 | 3,48 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 112 282 | 0,06 | 8 544 | 3,50 | ||||
| 2026-05-11 | 13F | Hall Capital Management Co Inc | 277 276 | 18,38 | 22 437 | 30,23 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 3 496 | 0,20 | 263 | 2,34 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 678 | 12,81 | 51 | 13,64 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 4 010 | 20,53 | 301 | 23,36 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 145 683 | 1,62 | 10 941 | 3,75 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 13 108 | 4,43 | 984 | 6,61 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 35 452 | 0,06 | 2 662 | 2,15 | ||||
| 2026-04-23 | 13F | Phraction Management LLC | 12 062 | 0,81 | 906 | 2,84 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 11 296 | 0,21 | 848 | 2,29 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 40 388 | 38,55 | 3 032 | 41,37 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 5 064 | 58,65 | 380 | 62,39 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 94 192 | 0,72 | 7 074 | 2,82 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 76 | 6 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 20 175 | 424,03 | 1 515 | 452,92 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 3 452 220 | 3,39 | 259 262 | 5,55 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 140 | 11 | ||||||
| 2026-04-24 | 13F | Kendall Capital Management | 47 147 | 28,48 | 3 541 | 31,16 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 51 248 | 13,70 | 3 849 | 16,08 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 4 714 | 1,07 | 354 | 3,21 | ||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 268 309 | 11,28 | 20 150 | 13,61 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 479 517 | 11,91 | 36 012 | 14,25 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 11 513 | 20,30 | 912 | 20,50 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 728 621 | 11,84 | 54 134 | 12,96 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 21 665 | 164,21 | 1 627 | 169,82 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 7 049 | 0,07 | 1 | |||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 54 948 | 3,84 | 4 127 | 6,01 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 3 584 206 | 14,70 | 269 177 | 17,11 | ||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 10 661 | 41,56 | 801 | 44,67 | ||||
| 2026-05-05 | 13F | UBS Group AG | 8 360 920 | 24,51 | 627 905 | 27,12 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 23 930 | 41,49 | 1 797 | 44,45 | ||||
| 2026-05-12 | 13F | Orcam Financial Group | 20 498 | 3,44 | 1 539 | 5,63 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1 077 047 | 13,91 | 80 393 | 15,63 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 9 899 | 0,03 | 743 | 2,20 | ||||
| 2026-04-28 | 13F | Baxter Bros Inc | 4 585 | 2,39 | 344 | 4,56 | ||||
| 2026-04-16 | 13F | Addis & Hill, Inc | 67 828 | 0,95 | 5 094 | 3,06 | ||||
| 2026-04-29 | 13F | Solidarilty Wealth, LLC | 11 490 | 119,99 | 863 | 124,48 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2 279 616 | 10,73 | 171 199 | 13,04 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 39 734 | 17,79 | 2 984 | 20,27 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 86 269 | 2,60 | 6 479 | 4,75 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 236 763 | 61,39 | 17 781 | 64,77 | ||||
| 2026-05-08 | 13F | Bluebird Wealth Management LLC | 4 369 | 44,48 | 328 | 47,75 | ||||
| 2026-05-11 | 13F | Commerce Bank | 124 070 | 5,12 | 9 318 | 7,31 | ||||
| 2026-01-23 | 13F | John S. & James L. Knight Foundation, Inc. | 202 601 | 14 903 | ||||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 2 842 | 213 | ||||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 18 043 | 0,67 | 1 355 | 2,81 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 112 579 | 1,59 | 8 455 | 3,72 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 2 670 | 201 | ||||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 13 739 | 140,66 | 1 144 | 153,10 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 182 943 | 1,60 | 13 739 | 3,73 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 2 750 | 205,56 | 207 | 212,12 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 68 309 | 0,32 | 5 130 | 2,44 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 15 765 | 0,41 | 1 184 | 2,51 | ||||
| 2026-04-10 | 13F | Novem Group | 18 148 | 0,01 | 1 363 | 2,10 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 435 838 | 2,88 | 32 731 | 5,03 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 44 847 | 2,81 | 3 368 | 4,96 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 60 972 | 129,14 | 4 579 | 133,93 | ||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 12 080 | 49,88 | 907 | 53,21 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 516 112 | 33,27 | 38 760 | 36,05 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 28 840 | 4,48 | 2 166 | 6,65 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 7 226 | 2,37 | 543 | 4,43 | ||||
| 2026-04-01 | 13F | Beacon Wealthcare LLC | 262 154 | 0,47 | 19 688 | 2,57 | ||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 83 081 | 30,66 | 6 239 | 33,40 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 3 061 | 230 | ||||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 45 311 | 9,51 | 3 403 | 7,25 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 14 894 | 1 119 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 1 541 | 1,65 | 116 | 3,60 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 151 | 11 | ||||||
| 2026-04-21 | 13F | Mayport, Llc | 26 188 | 1,19 | 1 967 | 3,31 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 233 609 | 100,70 | 17 544 | 104,91 | ||||
| 2026-05-12 | 13F | Stephenson & Company, Inc. | 4 647 | 3,11 | 349 | 5,14 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 7 700 | 0,61 | 578 | 2,85 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 3 574 | 90,92 | 268 | 95,62 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 45 492 | 310,99 | 3 417 | 319,66 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 4 942 | 0,06 | 371 | 2,20 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 822 511 | 0,76 | 61 771 | 2,87 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 8 754 | 0,15 | 657 | 2,34 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 39 129 | 14,41 | 2 939 | 16,82 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 10 423 | 0,15 | 783 | 2,22 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 16 233 | 2,32 | 1 219 | 4,46 | ||||
| 2026-04-20 | 13F | City State Bank | 19 892 | 1,79 | 1 494 | 3,90 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 6 249 | −0,14 | ||||||
| 2026-05-04 | 13F | Optima Capital Llc | 2 762 | 0,11 | 207 | 2,48 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 54 725 | 4 | ||||||
| 2026-05-05 | 13F | Shaker Investments Llc/oh | 34 113 | 96,23 | 2 562 | 100,39 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 9 215 | 19,46 | 692 | 22,05 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 29 | 2 | ||||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 254 680 | 8,96 | 19 126 | 11,24 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 7 396 | 0,16 | 555 | 2,21 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 31 415 | 16,69 | 2 285 | 14,94 | ||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 2 807 | 0,07 | 211 | 1,94 | ||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 42 257 | 0,44 | 3 174 | 2,55 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 1 109 | 70,09 | 83 | 76,60 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 23 736 | 1,21 | 1 783 | 3,30 | ||||
| 2026-05-15 | 13F | Quest Investment Management Llc | 169 766 | 2,97 | 12 749 | 5,13 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 95 328 | 13,29 | 7 159 | 15,67 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 61 350 | 1,66 | 4 607 | 3,78 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 16 462 | 10,94 | 1 236 | 13,29 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 8 076 | 6,60 | 607 | 8,80 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 9 766 | 58,72 | 733 | 62,17 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 3 167 | 8,57 | 238 | 10,75 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 5 369 | 22,83 | 403 | 25,55 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 3 807 | 1,90 | 286 | 4,01 | ||||
| 2026-05-11 | 13F | Emerald Investment Advisers, LLC | 3 090 | 232 | ||||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 4 665 | 350 | ||||||
| 2026-05-11 | 13F | First Financial Bankshares Inc | 4 130 | 310 | ||||||
| 2026-04-28 | 13F | Grange Capital, LLC | 106 297 | 5,74 | 7 983 | 7,95 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 275 498 | 0,07 | 95 790 | 2,16 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 86 854 | 2,07 | 6 523 | 4,20 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 525 948 | 6,20 | 39 499 | 8,42 | ||||
| 2026-04-20 | 13F | Threadgill Financial, Llc | 504 564 | 42,15 | 37 893 | 45,04 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 3 352 | 15,47 | 252 | 17,84 | ||||
| 2026-05-14 | 13F | Trivant Custom Portfolio Group, LLC | 5 041 | 379 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 333 193 | 1,52 | 25 023 | 3,64 | ||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 50 886 | 4,70 | 3 822 | 6,88 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 14 034 | 1 054 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 93 579 | 840,78 | 7 684 | 951,03 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 3 802 | 11,14 | 286 | 13,55 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 44 083 | 0,88 | 3 311 | 2,99 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 14 771 | 28,08 | 1 114 | 31,25 | ||||
| 2026-04-14 | 13F | Murphy Pohlad Asset Management LLC | 11 149 | 8,21 | 837 | 10,57 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 5 507 | 0,73 | 414 | 2,74 | ||||
| 2026-04-13 | 13F | Advocate Group Llc | 101 008 | 12,34 | 7 586 | 14,68 | ||||
| 2026-05-13 | 13F | Ingalls & Snyder Llc | 2 864 | 0 | ||||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 18 864 | 100,00 | 1 391 | 100,72 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 513 918 | 1,30 | 38 595 | 3,42 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 12 396 | 24,27 | 931 | 26,88 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 3 564 351 | 5,08 | 267 684 | 7,28 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 97 316 | 7 308 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 3 780 | 8,37 | 284 | 10,55 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 948 | 18,06 | 71 | 20,34 | ||||
| 2026-04-23 | 13F | Summer Road Llc | 320 | 0,31 | 24 | 4,35 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 1 155 257 | 1,04 | 86 760 | 3,15 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 4 624 | 2,26 | 347 | 4,52 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 7 866 | 648 | ||||||
| 2026-05-15 | 13F | Chokshi & Queen Wealth Advisors, Inc | 3 055 | 229 | ||||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 16 678 | 59,42 | 1 253 | 62,81 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 3 512 355 | 263 778 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 7 564 | 35,22 | 568 | 38,20 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 8 461 | 0,40 | 635 | 2,58 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 3 470 | 0,06 | 261 | 1,96 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 3 415 | 0,03 | 257 | 1,99 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 3 104 806 | 4,32 | 233 171 | 6,50 | ||||
| 2026-04-08 | 13F | Beacon Financial Strategies CORP | 1 515 | 0,07 | 114 | 1,80 | ||||
| 2026-04-21 | 13F | Creekside Partners | 65 890 | 6,64 | 4 948 | 8,87 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 3 810 156 | 10,80 | 286 143 | 13,12 | ||||
| 2026-04-09 | 13F | Platt Investment Counsel, LLC | 90 544 | 6 800 | ||||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 124 865 | 2,26 | 10 102 | 8,52 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 5 142 | 153,43 | 386 | 2,93 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 3 445 | 259 | ||||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 355 790 | 0,87 | 26 720 | 2,98 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 4 573 | 0,11 | 343 | 2,08 | ||||
| 2026-04-21 | 13F | Carl Stuart Investment Advisor, Inc | 5 970 | 0,15 | 448 | 2,28 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 51 765 | 15,16 | 3 888 | 17,57 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 10 815 549 | 6,05 | 812 248 | 8,27 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 495 702 | 24,60 | 37 217 | 27,16 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 724 907 | 9,04 | 54 441 | 11,32 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 4 531 | 340 | ||||||
| 2026-04-21 | 13F | Claro Advisors LLC | 6 387 | 12,27 | 480 | 14,59 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 10 996 | 29,96 | 826 | 32,64 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 11 593 | 7,02 | 871 | 9,30 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 12 082 | 2,71 | 907 | 4,86 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 95 235 | 7 152 | ||||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 212 817 | 5,17 | 15 983 | 7,38 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 16 937 | 2,86 | 1 272 | 4,95 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 28 681 | 105,67 | 2 154 | 110,05 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 1 581 | 0,13 | 128 | 2,40 | ||||
| 2026-05-12 | 13F | Porter White Investment Advisors, Inc. | 6 284 | 472 | ||||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 71 | 5 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 836 | 945,00 | 62 | 1 120,00 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 4 197 | 3,37 | 315 | 5,70 | ||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 1 482 215 | 1,60 | 107 935 | 0,32 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 43 688 | 5,21 | 3 281 | 7,40 | ||||
| 2026-01-29 | 13F | Comerica Bank | 194 447 | 3,96 | 14 304 | 7,15 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 4 536 | 0,13 | 341 | 2,10 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 69 468 | 28,37 | 5 217 | 31,08 | ||||
| 2026-05-07 | 13F | Grandview Asset Management LLC | 3 378 | 254 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 402 318 | 1,06 | 30 214 | 3,18 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 23 327 | 52,37 | 1 752 | 55,51 | ||||
| 2026-05-18 | 13F | Wilson & Boucher Capital Management, LLC | 75 013 | 4,57 | 5 633 | 6,75 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 5 059 | 5,07 | 380 | 7,06 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 26 051 | 17,87 | 1 956 | 20,37 | ||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 1 802 320 | 84,65 | 131 119 | 81,82 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 1 052 | 79 | ||||||
| 2026-05-07 | 13F | Dakota Wealth Management | 212 526 | 8,70 | 15 961 | 10,98 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 6 520 | 490 | ||||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 8 893 | 8,23 | 668 | 10,43 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 4 765 | 16,62 | 347 | 15,33 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 7 482 | 0,08 | 562 | 2,19 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 34 569 513 | 4,47 | 2 596 170 | 6,65 | ||||
| 2026-05-07 | 13F | Manuka Financial, LLC | 5 308 | 0,06 | 399 | 2,05 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 23 369 | 3,80 | 1 755 | 5,98 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 641 | 0,16 | 48 | 2,13 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 341 669 | 2,45 | 25 960 | 2,75 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 604 332 | 21,79 | 44 439 | 25,47 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 39 985 | 121,49 | 3 003 | 126,22 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1 106 | 12,63 | 84 | 16,67 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 5 180 | 1,65 | 389 | 4,01 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 68 483 | 368,97 | 5 143 | 378,86 | ||||
| 2026-04-22 | 13F | BluePath Capital Management, LLC | 4 145 | 311 | ||||||
| 2026-05-13 | 13F | GSG Advisors LLC | 14 045 | 35,09 | 1 055 | 37,96 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 11 559 | 0,02 | 868 | 2,12 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 149 432 | 18,16 | 11 222 | 20,64 | ||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 3 643 | 0,16 | 274 | 2,25 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 531 338 | 2,55 | 39 903 | 4,70 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 2 748 | 206 | ||||||
| 2026-05-04 | 13F | Adell Harriman & Carpenter Inc | 4 029 | 303 | ||||||
| 2026-05-12 | 13F | Creative Planning | 1 470 885 | 4,98 | 110 463 | 7,18 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 50 441 | 8,96 | 3 788 | 11,25 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 6 000 | 451 | ||||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 814 | 516,67 | 61 | 577,78 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 15 098 | 81,38 | 1 134 | 85,13 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 20 926 | 25,68 | 1 572 | 28,35 | ||||
| 2026-05-15 | 13F | City Of London Investment Management Co Ltd | 14 000 | 1 051 | ||||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 53 320 | 4 004 | ||||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 33 472 | 4,60 | 2 514 | 6,80 | ||||
| 2026-04-15 | 13F | City Holding Co | 468 | 35 | ||||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 4 149 | 43,46 | 312 | 46,70 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 42 350 | 12,47 | 3 180 | 14,84 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 49 994 | 17,12 | 3 755 | 19,59 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 53 754 | 38,62 | 4 037 | 41,51 | ||||
| 2026-04-14 | 13F | Flower City Capital | 818 248 | 2,89 | 61 450 | 5,05 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 4 763 | 358 | ||||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 430 | 32 | ||||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 5 770 | 3,67 | 442 | 9,95 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 5 535 204 | 5,62 | 415 694 | 7,83 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 12 044 | 0,01 | 905 | 2,15 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 3 071 | 231 | ||||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 1 398 | 105 | ||||||
| 2026-02-06 | 13F | New Millennium Group LLC | 10 633 | 782 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 10 613 | 9,80 | 797 | 12,10 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 9 814 | 737 | ||||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 93 497 | 46,26 | 6 802 | 42,46 | ||||
| 2026-04-22 | 13F | Harrell Investment Partners, Llc | 22 016 | 72,81 | 1 653 | 76,41 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 51 903 | 0,01 | 3 898 | 2,10 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 87 829 | 40,11 | 6 596 | 43,03 | ||||
| 2026-04-24 | 13F | Bull Street Advisors, LLC | 10 446 | 1,36 | 1 | |||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 354 203 | 88,78 | 27 | 100,00 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 23 998 | 1,09 | 1 802 | 3,21 | ||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 601 164 | 56,86 | 45 147 | 60,15 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 52 442 | 0,88 | 3 938 | 3,01 | ||||
| 2026-05-19 | 13F | Gts Financial, Llc | 32 004 | 1 941 | ||||||
| 2026-05-15 | 13F | Gross & Hartman Investments LLC | 5 909 | 444 | ||||||
| 2026-04-22 | 13F | MeadowBrook Investment Advisors LLC | 83 984 | 1,42 | 6 307 | 3,55 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 5 815 | 437 | ||||||
| 2026-05-15 | 13F | Carret Asset Management, Llc | 51 802 | 9,52 | 3 890 | 11,81 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 4 674 | 0,06 | 351 | 2,33 | ||||
| 2026-04-08 | 13F | Tlwm | 3 724 | 4,78 | 280 | 6,90 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 2 431 | 21,85 | 183 | 24,66 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 153 921 | 11 559 | ||||||
| 2026-05-08 | 13F | Indie Asset Partners, LLC | 87 855 | 8,71 | 6 598 | 10,99 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 22 596 | 21,13 | 1 697 | 23,62 | ||||
| 2026-05-15 | 13F | Ehrenkranz Partners L.P. | 6 151 | 6,44 | 462 | 8,47 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 3 632 | 19,00 | 267 | 23,04 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 136 295 | 18,66 | 10 026 | 22,30 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 42 740 | 25,25 | 3 210 | 27,85 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 49 809 | 0,15 | 3 741 | 2,24 | ||||
| 2026-04-23 | 13F | Kagan Cocozza Asset Management | 8 747 | 1,33 | 657 | 3,47 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 253 957 | 2,16 | 19 072 | 4,30 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 6 010 | 21,49 | 451 | 24,24 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 252 | 19 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 112 312 | 7,21 | 8 435 | 9,45 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 17 101 | 85,28 | 1 284 | 89,38 | ||||
| 2026-03-04 | 13F | Henson-Edgewater Management, LLC | 67 191 | 4 943 | ||||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 4 188 | 32,28 | 315 | 35,34 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 304 030 | 4,51 | 23 | 4,76 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 7 051 | 0,44 | 570 | 10,27 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 7 606 | 0,01 | 571 | 2,15 | ||||
| 2026-05-15 | 13F | Occam Crest Management LP | Put | 350 | 348 | |||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 304 965 | 0,63 | 22 903 | 2,73 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 91 941 | 0,49 | 6 905 | 2,59 | ||||
| 2026-05-15 | 13F | Whalerock Point Partners, Llc | 8 150 | 27,84 | 612 | 30,77 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 10 498 | 102,08 | 788 | 106,28 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 59 374 | 20,71 | 4 459 | 23,22 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 25 834 | 19,85 | 1 940 | 22,40 | ||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 737 912 | 48,43 | 55 417 | 51,55 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 49 690 | 30,98 | 3 732 | 33,73 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 2 152 | 9,13 | 162 | 11,03 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 2 704 | 203 | ||||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 1 057 394 | 3,99 | 79 410 | 6,17 | ||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 24 891 | 63,32 | 2 | 0,00 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 15 303 | 15,45 | 1 149 | 17,85 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 4 412 | 66,99 | 331 | 70,62 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 99 290 | 7 457 | ||||||
| 2026-05-13 | 13F | Argent Trust Co | 26 972 | 56,11 | 2 026 | 59,45 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 292 117 | 5,30 | 21 938 | 7,51 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 4 881 | 0,31 | 367 | 2,52 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 143 460 | 10 774 | ||||||
| 2026-05-04 | 13F | CORDA Investment Management, LLC. | 32 249 | 1,43 | 2 422 | 3,55 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 602 821 | 1,08 | 45 272 | 3,19 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 3 808 | 36,10 | 286 | 39,02 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 221 523 | 133,35 | 16 636 | 138,24 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 5 959 | 390,45 | 0 | |||||
| 2026-04-22 | 13F | Grove Street Fiduciary, LLC | 31 601 | 0,17 | 2 373 | 2,28 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 2 977 | 219 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 380 330 | 26,76 | 28 563 | 29,41 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 5 389 | 9,33 | 405 | 11,60 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 3 176 | 0,06 | 238 | 2,15 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 71 430 | 24,82 | 5 364 | 25,50 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 6 297 | 87,35 | 473 | 91,09 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 3 574 | 2,91 | 268 | 5,10 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1 811 | 132 | ||||||
| 2026-04-14 | 13F | GoalFusion Wealth Management, LLC | 5 625 | 9,76 | 422 | 12,23 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 59 007 | 3,01 | 4 431 | 5,17 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 2 746 | 206 | ||||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 442 365 | 0,66 | 33 222 | 2,77 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 74 475 | 6,34 | 5 593 | 8,58 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 332 907 | 1,80 | 25 001 | 3,93 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 9 507 838 | 6,53 | 714 039 | 8,76 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 288 | 22 | ||||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 4 666 | 0,50 | 350 | 5,74 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 407 | 0,25 | 31 | 3,45 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 4 091 | 0,12 | 307 | 2,33 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 92 185 | 3,52 | 6 923 | 5,69 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 3 008 | 3,80 | 226 | 5,63 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1 304 680 | 50,22 | 97 993 | 53,35 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 3 324 | 250 | ||||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 1 087 264 | 3,88 | 81 654 | 6,06 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 88 029 | 7,85 | 6 611 | 10,11 | ||||
| 2026-05-15 | 13F | Euclidean Capital LLC | 3 243 484 | 8,47 | 243 586 | 10,75 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 4 590 646 | 1,07 | 344 758 | 3,18 | ||||
| 2026-04-08 | 13F | Prospera Capital Management, LLC | 58 210 | 1,00 | 4 372 | 3,11 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 74 874 | 200,80 | 5 623 | 207,10 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 234 | 67,14 | 18 | 70,00 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 7 552 483 | 1,65 | 567 191 | 3,77 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 8 018 | 1,67 | 602 | 3,79 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 3 835 | 26,82 | 288 | 29,73 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 102 | 0,99 | 8 | 0,00 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 9 964 | 5,01 | 725 | 3,72 | ||||
| 2026-05-07 | 13F | Grant Street Asset Management, Inc. | 5 624 | 0,07 | 422 | 2,18 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 12 328 | 7,09 | 926 | 9,34 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 57 400 | 13,97 | 4 315 | 16,47 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 623 527 | 37,41 | 46 827 | 40,29 | ||||
| 2026-04-27 | 13F | DSG Capital Advisors, LLC | 3 885 | 0,23 | 292 | −2,02 | ||||
| 2026-04-28 | 13F | Collaborative Fund Advisors, LLC | 11 986 | 900 | ||||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 19 013 | 1,01 | 1 428 | 3,11 | ||||
| 2026-04-29 | 13F | Ascent Advisors, LLC | 30 207 | 2 329 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 25 285 044 | 11,72 | 1 898 907 | 14,06 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 34 900 | 3,25 | 2 621 | 5,39 | |||
| 2026-04-27 | 13F | Ryan Investment Management, Inc. | 5 195 | 0,56 | 390 | 2,63 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 199 889 | 528,19 | 15 012 | 541,50 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 27 260 | 3,55 | 2 169 | 12,04 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 56 900 | 147,39 | 4 273 | 152,69 | |||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 6 750 | 2,40 | 507 | 4,55 | ||||
| 2026-04-09 | 13F | Tilia Fiduciary Partners, Inc. | 43 411 | 89,91 | 3 260 | 93,93 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 7 480 | 87,00 | 562 | 90,82 | ||||
| 2026-04-30 | 13F | GreatBanc Trust CO | 91 430 | 5,30 | 6 866 | 7,50 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 52 878 | 5,48 | 3 971 | 7,70 | ||||
| 2026-05-01 | 13F | Towercrest Capital Management | 2 861 | 215 | ||||||
| 2026-04-09 | 13F | Wedmont Private Capital | 189 589 | 101,81 | 15 017 | 112,13 | ||||
| 2026-05-15 | 13F | Sierra Capital LLC | 10 197 | 0,14 | 1 | |||||
| 2026-04-14 | 13F | Plancorp, LLC | 22 845 | 1,19 | 1 810 | 8,98 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 937 620 | 6,92 | 70 415 | 109 923,44 | ||||
| 2026-04-21 | 13F | Northeast Investment Management | 129 441 | 72,69 | 9 721 | 76,33 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 51 097 | 14,20 | 3 837 | 16,59 | ||||
| 2026-05-12 | 13F | Safe Harbor Family Capital, LLC | 5 909 | 444 | ||||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 19 588 | 0,14 | 1 471 | 2,29 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3 720 350 | 8,61 | 279 398 | 10,89 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 8 055 | 16,86 | 605 | 19,13 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 890 | 67 |
