Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Index Funds - Vanguard Small-Cap Growth ETF inkluderar Tiaa-cref Individual & Institutional Services, Llc, Quent Long Short Global Small Cap Fund, LP, Junk Investment Group, LLC, Chilton Investment Co Llc, Stark Wealth Management LLC, Evergreen Wealth Solutions, LLC, ESG Planning, Baltimore-Washington Financial Advisors, Inc., Gateway Wealth Partners, LLC, Park National Corp /oh/, Vanguard Advisers Inc, Point72 Asset Management, L.P., Phillip James Consulting Co., Bouvel Investment Partners, LLC, Point72 Asset Management, L.P., Loomis Sayles & Co L P, Coastal Bridge Advisors, LLC, Nicolet Bankshares Inc, Point72 Asset Management, L.P., och LightSquare Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Rossby Financial, LCC | 2 331 | 2 000,00 | 711 | 2 051,52 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 2 320 | 1,93 | 701 | 2,04 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 28 288 | 0,80 | 8 550 | 0,85 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 10 523 | 1,45 | 3 181 | 1,50 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 11 655 | 3 523 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 19 518 | 1,71 | 5 899 | 1,76 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 1 495 | 32,30 | 452 | 32,26 | ||||
| 2026-04-23 | 13F | West Bancorporation Inc | 1 367 | 4,27 | 413 | 4,29 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 3 | 1 | ||||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 1 376 | 0,07 | 416 | 0,24 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 1 152 | 0,44 | 348 | 0,58 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 2 500 | 56,25 | 756 | 56,31 | |||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 1 017 | 33 800,00 | 0 | |||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 261 | 79 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 2 872 | 0,49 | 868 | 0,58 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 1 604 | 28,63 | 485 | 28,72 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 3 499 | 16,75 | 1 058 | 16,80 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 1 363 | 0,07 | 412 | 0,00 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 33 972 | 1,73 | 10 268 | 1,77 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 12 469 | 0,89 | 3 769 | 0,94 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 16 917 | 7,25 | 5 113 | 7,30 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 1 585 | 479 | ||||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 3 125 | 0,22 | 945 | 0,32 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 1 387 | 419 | ||||||
| 2026-05-27 | 13F | Tenret Co LLC | 17 038 | 5,32 | 5 150 | 5,36 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 211 | 8,76 | 64 | 8,62 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 8 949 | 21,24 | 2 705 | 21,31 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 112 | 0 | ||||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 9 852 | 3,49 | 2 978 | 3,55 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 1 591 | 7,65 | 486 | 8,74 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 28 888 | 2,08 | 8 732 | 2,13 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 39 | 12 | ||||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 937 | 0,32 | 283 | 1,44 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 317 | 256,18 | 96 | 265,38 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 10 | 3 | ||||||
| 2026-05-01 | 13F | Associated Banc-corp | 24 898 | 19,63 | 7 525 | 19,69 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 4 384 | 1,95 | 1 325 | 2,08 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 631 | 188 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 5 626 | 20,37 | 1 701 | 21,43 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 4 433 | 1,51 | 1 340 | 1,52 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 367 120 | 110 962 | ||||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 1 714 | 518 | ||||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 1 351 | 408 | ||||||
| 2026-05-12 | 13F | Argentarii, LLC | 13 152 | 903,20 | 397 | 0,25 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 697 629 | 0,47 | 210 858 | 0,52 | ||||
| 2026-05-14 | 13F | Betterment LLC | 20 264 | 4,54 | 6 | 20,00 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 673 | 23,03 | 205 | 15,82 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 775 | 0,13 | 234 | 0,43 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 3 | 1 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 2 066 | 1,92 | 624 | 1,96 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 5 244 | 13,68 | 1 722 | 23,55 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 1 712 | 31,19 | 517 | 31,22 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 3 960 | 3,39 | 1 197 | 3,46 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 9 633 | 92,05 | 2 912 | 92,21 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 657 | 161,75 | 199 | 164,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 17 774 | 1,72 | 5 372 | 1,76 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 3 932 | 5,33 | 1 188 | 5,41 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 2 669 | 2,61 | 807 | 2,68 | ||||
| 2026-04-23 | 13F | Seek First Inc. | 15 973 | 11,13 | 4 828 | 11,17 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 13 174 | 22,43 | 3 982 | 22,49 | ||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 11 622 | 11,09 | 4 | 200,00 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 24 422 | 486,79 | 7 382 | 487,19 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 1 954 | 2,09 | 591 | 2,08 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 1 319 | 4,60 | 399 | 4,74 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 1 294 | 4,02 | 394 | 5,07 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 62 700 | 18 942 | ||||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 2 449 | 6,11 | 740 | 6,17 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 773 | 63,42 | 234 | 64,08 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 9 316 | 1,21 | 2 816 | 1,26 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 71 414 | 6,44 | 21 585 | 6,48 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 2 885 | 6,81 | 872 | −1,02 | ||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 891 | 269 | ||||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 2 934 | 7,16 | 887 | 7,13 | ||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 5 508 | 1 665 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 367 | 2,80 | 111 | 2,80 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 22 877 | 13,55 | 6 915 | 13,60 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 2 686 | 258,13 | 812 | 263,68 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 7 716 | 1,59 | 2 332 | 1,66 | ||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 300 | 91 | ||||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 5 489 | 4,37 | 1 659 | 4,47 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 1 488 | 3,12 | 450 | 2,98 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 1 264 | 0,80 | 382 | 1,06 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 719 | 217 | ||||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 36 216 | 0,84 | 10 947 | 0,88 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 2 782 | 1,46 | 841 | 1,45 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 127 | 5,83 | 38 | 5,56 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 1 252 | 13,00 | 378 | 13,17 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 8 307 | 3,69 | 2 511 | 3,72 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 4 822 | 0,88 | 1 458 | 0,90 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 754 | 228 | ||||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 322 | 2 200,00 | 97 | 2 325,00 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 946 | 0,64 | 286 | 0,71 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 5 987 | 0,66 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 48 307 | 0,56 | 14 601 | 0,60 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 7 336 | 4,01 | 2 217 | 4,08 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 5 645 | 1,80 | 1 706 | 1,85 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 402 | 1,26 | 121 | 0,83 | ||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 1 959 | 1 | ||||||
| 2026-03-12 | 13F | Farmers National Bank | 1 125 | 1,35 | 340 | 2,73 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 9 947 | 40,85 | 3 006 | 40,93 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 6 476 | 4,42 | 1 957 | 4,48 | ||||
| 2026-05-05 | 13F | UBS Group AG | 769 517 | 5,87 | 232 587 | 5,92 | ||||
| 2026-04-08 | 13F | Wisconsin Wealth Advisors, LLC | 2 776 | 1,72 | 839 | 1,82 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1 609 318 | 2,84 | 486 416 | 2,89 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 46 866 | 2,33 | 14 165 | 2,39 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 2 928 | 885 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 4 495 | 0,16 | 1 359 | 0,22 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 5 217 | 2 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 1 731 | 0,06 | 523 | 0,19 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 970 | 12,01 | 293 | 12,26 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 42 653 | 12,17 | 12 917 | 12,43 | ||||
| 2026-04-23 | 13F | Bell Bank | 2 181 | 0,55 | 659 | 0,61 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 649 | 217 | ||||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 6 705 | 3,06 | 2 027 | 3,10 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 5 957 | 4,47 | 1 800 | 4,53 | ||||
| 2026-06-01 | 13F | Dala Group, LLC | 2 325 | 703 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 4 872 | 12,60 | 1 | 0,00 | ||||
| 2026-05-04 | 13F | Brindle & Bay Financial Advisors, LLC | 15 646 | 110,86 | 4 729 | 111,02 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 13 561 | 0,65 | 4 099 | 0,69 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 9 327 | 2 819 | ||||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 137 928 | 1,93 | 41 689 | 1,97 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 487 734 | 17,86 | 147 408 | 17,92 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 27 | 35,00 | 8 | 33,33 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 1 488 | 97,09 | 450 | 96,93 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 14 774 | 22,90 | 4 465 | 22,97 | ||||
| 2026-04-15 | 13F | Fluent Financial, LLC | 12 311 | 0,97 | 3 969 | 7,74 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 929 | 1,75 | 281 | 1,82 | ||||
| 2026-05-14 | 13F | ICONIQ Capital, LLC | 1 130 | 0,09 | 341 | 0,00 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 936 579 | 2,87 | 585 332 | 2,91 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 24 385 | 27,46 | 7 371 | 27,53 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 1 379 | 0,66 | 417 | 0,73 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 610 | 204 | ||||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 1 406 | 73,15 | 425 | 73,06 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 101 | 197,06 | 31 | 200,00 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 32 605 | 333,69 | 9 855 | 333,91 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 14 116 | 0,27 | 4 267 | 0,31 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 1 358 | 1,95 | 410 | 1,99 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 5 868 | 17,67 | 1 773 | 19,25 | ||||
| 2026-05-05 | 13F | Ferguson Johnson Wealth Management Inc | 4 584 | 2,39 | 1 | 0,00 | ||||
| 2026-05-11 | 13F | Ponta Wealth Partners, LLC | 1 511 | 72,29 | 457 | 72,73 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 2 440 | 737 | ||||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 2 871 | 868 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 9 484 | 1 017,08 | 2 867 | 1 019,53 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 36 | 2,86 | 11 | 0,00 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 3 965 | 1 199 | ||||||
| 2026-04-28 | 13F | McGuire Investment Group, LLC | 1 804 | 0,67 | 545 | 0,74 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 6 440 | 1,71 | 1 947 | 1,78 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 35 519 | 59,71 | 10 736 | 59,79 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 1 753 | 0,11 | 530 | 0,19 | ||||
| 2026-05-11 | 13F | Commerce Bank | 26 183 | 34,16 | 7 914 | 34,23 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 2 547 | 7,79 | 770 | 7,85 | ||||
| 2026-05-11 | 13F | Phillip James Consulting Co. | 7 279 | 682 | ||||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 214 055 | 0,86 | 64 698 | 0,91 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 95 425 | 5,20 | 28 842 | 5,25 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 51 387 | 2,27 | 16 301 | 7,39 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 708 | 222 | ||||||
| 2026-05-22 | 13F | Wellington Grp LLC | 27 683 | 2,52 | 8 367 | 2,57 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 545 | 0,18 | 165 | 0,00 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 22 173 | 4,07 | 6 702 | 4,12 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 942 | 22,76 | 587 | 22,80 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 1 277 | 386 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 1 | 0 | ||||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 4 098 | 33,22 | 1 239 | 33,26 | ||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 40 | 12 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 204 118 | 0,31 | 61 695 | 0,36 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 2 474 | 0,61 | 748 | 0,67 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 710 | 215 | ||||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 3 897 | 0,52 | 1 178 | 0,51 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 352 | 5,71 | 106 | 6,00 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 1 721 | 520 | ||||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 4 949 | 4,08 | 1 496 | −2,29 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 200 | 61 | ||||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 2 514 | 0,04 | 760 | 0,00 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 27 242 | 1,13 | 8 234 | 1,17 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 171 756 | 3,17 | 51 913 | 3,21 | ||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 3 720 | 1 124 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 121 688 | 36 780 | ||||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 4 111 | 2,54 | 1 243 | 2,56 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2 398 | 3,27 | 725 | 3,28 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 1 473 | 13,48 | 445 | 13,52 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 50 303 | 9,48 | 15 204 | 9,53 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 11 027 | 3 333 | ||||||
| 2026-05-15 | 13F | Marquette Associates, Inc. | 1 676 | 507 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 9 661 | 18,90 | 2 920 | 18,99 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 368 412 | 4,53 | 111 353 | 4,58 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 2 564 | 170,75 | 1 | |||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 23 621 | 3,51 | 7 139 | 3,55 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 140 744 | 23,65 | 42 540 | 23,71 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 16 412 | 54,83 | 4 961 | 54,90 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 1 341 | 405 | ||||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 2 490 | 0,08 | 753 | 0,13 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 2 548 | 23,33 | 770 | 23,40 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 11 109 | 167,49 | 3 358 | 191,91 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 2 601 | 3,38 | 786 | 3,42 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 1 688 | 0,24 | 1 | |||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 1 524 | 0,07 | 461 | 0,00 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 32 | 10 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 6 827 | 5,35 | 2 063 | 5,42 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 29 423 | 17,72 | 8 893 | 17,77 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 95 | 29 | ||||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 1 385 | 0,80 | 456 | 9,88 | ||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 4 140 | 2,65 | 1 251 | 2,71 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 3 949 | 1 | ||||||
| 2026-05-15 | 13F | Legend Capital Advisors LLC | 159 | 48 | ||||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 11 096 | 2,25 | 3 354 | 2,29 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 4 214 | 1,15 | 1 274 | 1,19 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 1 961 | 11,80 | 593 | 11,70 | ||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 29 915 | 6,69 | 9 042 | 6,73 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 18 386 | 5,55 | 5 557 | 5,61 | ||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 151 879 | 35,83 | 45 905 | 35,90 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 3 696 | 41,34 | 1 117 | 41,44 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 2 708 | 0,22 | 825 | 1,10 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 3 986 | 4,76 | 1 336 | 11,44 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 2 649 | 4,05 | 801 | 4,03 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 9 609 | 1 031,80 | 2 904 | 1 034,38 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 2 763 | −8,66 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 6 435 | 13,93 | 1 945 | 13,95 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 5 946 | 5,76 | 1 797 | 5,83 | ||||
| 2026-05-07 | 13F | Resolute Advisors LLC | 1 898 | 0,11 | 574 | 0,17 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 1 373 | 0,37 | 415 | 1,72 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 3 571 | 28,27 | 1 079 | 28,30 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1 281 | 1,59 | 387 | 1,84 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 206 025 | 14,21 | 70 755 | 29,79 | ||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 910 | 11,66 | 275 | 11,79 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 3 244 | 984 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 20 126 | 6,72 | 6 083 | 6,78 | ||||
| 2026-04-07 | 13F | InvesTrust | 1 949 | 3,73 | 589 | 3,88 | ||||
| 2026-05-12 | 13F | ESG Planning | 8 710 | 2 633 | ||||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 856 | 27,95 | 259 | 27,72 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 1 640 | 23,31 | 496 | 23,44 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 14 041 | 10,44 | 4 244 | 10,49 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 32 | 10 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 26 326 | 6,16 | 7 958 | 6,21 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 36 214 | 1,83 | 10 946 | 1,87 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 656 | 198 | ||||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 5 222 | 1,62 | 1 578 | 1,68 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 174 | 3 380,00 | 53 | 5 100,00 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 141 | 43 | ||||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 728 | 220 | ||||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 301 | 0,33 | 91 | 0,00 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 31 964 | 7,66 | 9 661 | 7,72 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 1 602 | 0,44 | 484 | 0,62 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 5 538 | 17,33 | 1 673 | 19,16 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 817 | 247 | ||||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 46 | 2,22 | 14 | 0,00 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 12 256 | 0,31 | 3 704 | 0,35 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 492 | 149 | ||||||
| 2026-04-22 | 13F | Motco | 140 | 42 | ||||||
| 2026-05-14 | 13F | Apriem Advisors | 6 452 | 20,04 | 1 950 | 20,15 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2 554 | 3,03 | 772 | 3,07 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 4 752 | 0,83 | 1 436 | 0,91 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 43 186 | 12,40 | 13 053 | 12,45 | ||||
| 2026-05-08 | 13F | Bokf, Na | 6 514 | 4,79 | 1 969 | 4,85 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 725 | 219 | ||||||
| 2026-05-13 | 13F/A | MWA Asset Management | 1 622 | 4,85 | 490 | 4,93 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 10 451 | 2,55 | 3 159 | −0,50 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 1 578 | 6,05 | 477 | 6,24 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 14 693 | 13,19 | 4 255 | 7,45 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 536 196 | 5,79 | 162 065 | 5,84 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 1 105 | 0,09 | 334 | 0,30 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 23 022 | 6 959 | ||||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 24 933 | 8,19 | 7 536 | 8,24 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 450 | 438 | ||||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 4 213 | 6,93 | 1 273 | 6,97 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 148 527 | 3,09 | 44 896 | 3,14 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 5 376 | 3,13 | 1 625 | 3,17 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 6 532 | 1,05 | 1 974 | 1,13 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 3 204 | 40,53 | 968 | 40,70 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 19 963 | 6,09 | 6 929 | 16,24 | ||||
| 2026-04-08 | 13F | Stephens Group Asset Management, Llc | 149 329 | 26,71 | 45 135 | 26,76 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 41 097 | 3,07 | 12 421 | 3,12 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 4 168 | 3,86 | 1 260 | 3,88 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 788 | 4,10 | 238 | 4,39 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 317 128 | 4,73 | 95 852 | 4,77 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 9 973 | 1,73 | 3 014 | 1,79 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 7 941 | 0,72 | 2 400 | 0,80 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 326 | 98 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 662 | 200 | ||||||
| 2026-05-05 | 13F | Zeit Capital LLC | 16 635 | 0,67 | 5 028 | 0,72 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 387 | 11,53 | 117 | 39,76 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 138 366 | 0,07 | 41 821 | 0,11 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 28 537 | 86,82 | 8 625 | 86,93 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 8 271 | 12,39 | 2 521 | 13,41 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 8 588 | 2 596 | ||||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 24 464 | 2,21 | 7 394 | 2,25 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 637 264 | 21,09 | 192 613 | 21,14 | ||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 1 289 | 0,16 | 390 | 0,26 | ||||
| 2026-05-06 | 13F | Paces Ferry Wealth Advisors, Llc | 10 782 | 0,77 | 3 259 | 0,80 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 212 492 | 0,61 | 64 223 | 0,65 | ||||
| 2026-05-12 | 13F | Creative Planning | 124 032 | 1,50 | 37 489 | 1,54 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 1 534 | 21,46 | 464 | 21,52 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 7 150 | 0,10 | 2 161 | 0,14 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 11 129 | 2,91 | 3 364 | 2,97 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 3 945 | 11,60 | 1 192 | 11,72 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 54 767 | 4,57 | 16 553 | 4,62 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 10 372 | 16,81 | 3 135 | 16,85 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 9 003 | 9,61 | 2 721 | 9,67 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 367 | 111 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1 539 | 0,52 | 465 | 0,65 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 810 | 245 | ||||||
| 2026-04-27 | 13F | Jamison Private Wealth Management, Inc. | 1 552 | 2,99 | 469 | 2,86 | ||||
| 2026-04-16 | 13F | GEN Financial Management, INC. | 2 912 | 0,10 | 880 | 0,23 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 10 877 | 116,93 | 3 653 | 141,22 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 3 250 | 323,73 | 1 065 | 330,77 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 12 730 | 3,21 | 3 848 | 3,25 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 4 102 | 18,52 | 1 240 | 18,56 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 8 093 | 1,29 | 2 446 | 0,37 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 930 | 36,76 | 281 | 37,07 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 2 774 | 838 | ||||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 2 818 | 0,04 | 852 | 0,00 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 129 093 | 3,69 | 39 018 | 3,74 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 19 945 | 20,23 | 6 028 | 20,30 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 408 | 946,15 | 123 | 1 018,18 | ||||
| 2026-01-29 | 13F | Comerica Bank | 94 403 | 2,68 | 28 520 | 4,23 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 944 | 2,28 | 285 | 2,52 | ||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 764 | 231 | ||||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 8 311 | 2 512 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 807 814 | 4,06 | 244 162 | 4,10 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 63 324 | 76,24 | 19 140 | 76,33 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 767 | 0,13 | 232 | 0,00 | ||||
| 2026-05-01 | 13F | Miller Financial Services LLC | 1 217 | 69,50 | 368 | 69,91 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 12 734 | 10,97 | 3 849 | 11,02 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 1 431 | 30,57 | 433 | 30,51 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 23 257 | 448,51 | 7 026 | 457,18 | ||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 26 188 | 8,83 | 7 915 | 8,89 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 3 419 | 0,50 | 1 034 | 0,58 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 950 | 23,38 | 287 | 23,71 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 4 782 | 81,14 | 1 445 | 81,30 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 1 729 | 32,80 | 523 | 32,82 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 949 | 0,11 | 287 | 0,00 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 3 153 | 0,19 | 913 | −4,00 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 1 921 | 0,05 | 581 | 0,00 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 37 888 | 11,19 | 11 451 | 11,24 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 1 088 | 4,51 | 329 | 4,46 | ||||
| 2026-05-08 | 13F | Integrated Wealthcare, Llc | 8 330 | 3,32 | 2 518 | 3,37 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 948 | 11,01 | 287 | 11,28 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 227 911 | 0,75 | 68 441 | 1,64 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 12 438 | 3,02 | 3 759 | 3,07 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 1 251 | 1,79 | 378 | 1,89 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 784 | 0,13 | 237 | 0,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 26 454 | 19,79 | 7 994 | 19,82 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 4 296 | 378,40 | 1 298 | 378,97 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 2 500 | 4,17 | 756 | 4,14 | |||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 8 440 | 2 551 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 28 093 | 1,82 | 8 491 | 1,87 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 9 668 | 1,46 | 2 922 | 1,53 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 5 740 | 0,38 | 2 | 0,00 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 1 825 | 3,99 | 552 | 3,96 | ||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 2 860 | 9,66 | 865 | 9,78 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 2 153 | 0,51 | 651 | 0,46 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 10 341 | 1,47 | 3 126 | 1,53 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 1 990 | 10,86 | 601 | 10,89 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 14 836 | 6,12 | 4 482 | 6,13 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 2 915 | 881 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 214 | 19,55 | 65 | 18,52 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 21 523 | 2,40 | 6 505 | 2,46 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 43 | 13 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 772 | 46,21 | 233 | 46,54 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 4 721 | 1,16 | 1 427 | 1,28 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 14 115 | 0,01 | 4 266 | 0,07 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 6 685 | 0,03 | 2 021 | 0,10 | ||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 2 387 | 118,79 | 2 238 | 579,94 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 8 329 | 100,51 | 2 517 | 100,72 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 2 913 | 19,63 | 880 | 19,73 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 4 | 1 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 9 750 | 17,64 | 2 947 | 17,70 | ||||
| 2026-05-14 | 13F | Axim Planning & Wealth | 1 045 | 10,70 | 316 | 10,53 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 2 602 | 2,00 | 786 | 2,08 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 1 667 | 92,94 | 504 | 92,72 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 3 424 | 130,26 | 1 035 | 130,51 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 60 452 | 6,14 | 18 272 | 6,19 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 28 038 | 5,74 | 8 474 | 5,79 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 1 302 | 0,08 | 394 | 0,00 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 969 157 | 2,02 | 292 784 | 3,56 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 23 082 | 3,31 | 7 | 0,00 | ||||
| 2026-04-24 | 13F | Balentine LLC | 30 | 9 | ||||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 3 532 | 1,73 | 1 068 | 1,81 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 12 061 | 3 378 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 617 063 | 19,77 | 182 026 | 16,95 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 841 | 1,45 | 254 | 1,60 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 3 058 | 2,62 | 924 | 2,67 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 180 | 55 | ||||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 70 | 21 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 5 240 | 14,71 | 1 584 | 14,79 | ||||
| 2026-02-05 | 13F | Passumpsic Savings Bank | 3 217 | 20,22 | 972 | 29,64 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 7 422 | 6,76 | 2 243 | 6,81 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 1 946 | 2,69 | 588 | 2,80 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 1 738 | 0,70 | 525 | 0,77 | ||||
| 2026-05-12 | 13F | Holderness Investments Co | 14 834 | 4,38 | 4 484 | 4,43 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 7 400 | 2 237 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 4 808 | 32,34 | 1 453 | 32,45 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 34 088 | 11,22 | 10 303 | 11,26 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 4 046 | 1 223 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 37 811 | 24,15 | 11 428 | 24,20 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 37 328 | 34,15 | 11 293 | 34,25 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 2 986 | 903 | ||||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Call | 4 700 | 1 421 | |||||
| 2026-04-22 | 13F | Bravera Wealth | 10 898 | 18,60 | 3 294 | 18,62 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 462 | 93,31 | 140 | 95,77 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 603 872 | 0,09 | 182 520 | 0,14 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 42 420 | 1,39 | 12 821 | 1,44 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 2 633 | 29,96 | 796 | 29,90 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 8 602 | 1,10 | 2 600 | 1,13 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 25 | 13,64 | 8 | 16,67 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 1 777 | 0,06 | 537 | 0,19 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 994 | 300 | ||||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 10 | 0 | ||||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 4 733 | 13,47 | 1 430 | 15,15 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 1 829 | 0,11 | 553 | 0,18 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 531 766 | 1,60 | 160 723 | 0,64 | ||||
| 2026-05-06 | 13F | Geneva Capital Management Llc | 11 351 | 105,82 | 3 431 | 106,01 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 5 617 | 0,11 | 1 698 | 0,18 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 84 555 | 3,59 | 26 | 4,17 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 1 500 | 0,33 | 453 | 0,44 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 37 839 | 79,54 | 11 432 | 115,44 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 275 | 83 | ||||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 655 | 219 | ||||||
| 2026-04-23 | 13F | TFC Financial Management | 766 | 3,10 | 231 | 3,13 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 138 | 42 | ||||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 386 | 117 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 29 901 | 36,52 | 9 034 | 36,57 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 7 934 | 2,10 | 2 398 | 2,13 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 670 | 203 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 2 427 | 12,10 | 734 | 12,08 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 4 289 | 1,47 | 1 296 | 1,57 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 2 008 | 8,48 | 607 | 8,59 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 14 005 | 4 233 | ||||||
| 2026-04-21 | 13F | River Street Advisors LLC | 2 112 | 638 | ||||||
| 2026-05-14 | 13F | Lgl Partners, Llc | 1 355 | 0,15 | 410 | 0,25 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 13 004 | 1,29 | 3 930 | 130 900,00 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 8 459 | 0,20 | 2 557 | 0,24 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 3 553 | 1 074 | ||||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 3 865 | 5,72 | 1 168 | 5,80 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 97 146 | 11,06 | 29 362 | 11,11 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 18 748 | 0,71 | 5 667 | 0,76 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 88 509 | 2,94 | 26 752 | 2,99 | ||||
| 2026-04-14 | 13F | Cdm Financial Counseling Services, Inc. | 1 004 | 0,10 | 304 | 0,00 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 71 442 | 13,94 | 21 593 | 14,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 37 938 | 0,55 | 11 467 | 0,60 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 2 506 | 155,98 | 758 | 156,61 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 780 | 0,13 | 236 | 0,00 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 22 | 7 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 17 551 | 21,24 | 5 305 | 21,29 | ||||
| 2026-05-14 | 13F | Taylor Financial Group, Inc. | 1 962 | 0,62 | 593 | 0,68 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 1 736 | 3,77 | 525 | 3,76 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 19 124 | 5 780 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 39 | 12 | ||||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 139 711 | 1,19 | 42 228 | 1,24 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 1 075 | 6,65 | 325 | 6,58 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 5 481 | 3,67 | 1 657 | 3,69 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 1 885 | 1,73 | 570 | 1,79 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 2 226 | 6,71 | 1 | |||||
| 2026-04-09 | 13F | Mechanics Bank Trust Department | 40 427 | 0,36 | 12 219 | 0,41 | ||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 2 300 | 220 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 7 528 | 2 275 | ||||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 38 458 | 26,10 | 12 | 22,22 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 133 265 | 2,01 | 40 279 | 2,06 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 47 625 | 7,31 | 14 395 | 7,36 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 18 932 | 2,25 | 5 722 | 2,31 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 1 854 | 0,71 | 560 | 0,72 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 2 674 | 4,37 | 808 | 4,39 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 65 227 | 19,03 | 19 715 | 20,88 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 4 822 | 0,88 | 1 458 | 0,90 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 7 119 | 0,04 | 2 152 | 0,09 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 19 | 6 | ||||||
| 2026-05-04 | 13F | Brickley Wealth Management | 100 821 | 0,05 | 30 473 | 0,10 | ||||
| 2026-04-22 | 13F | Independence Asset Advisors, LLC | 2 257 | 682 | ||||||
| 2026-05-13 | 13F | Argent Trust Co | 13 248 | 21,06 | 4 004 | 21,15 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 52 678 | 129,38 | 15 922 | 129,51 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1 055 | 306 | ||||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 1 101 | 0,09 | 333 | 0,00 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 134 | 40 | ||||||
| 2026-05-11 | 13F | Partners in Financial Planning | 66 835 | 1,19 | 20 201 | 1,24 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 2 884 | 0,24 | 872 | 0,23 | ||||
| 2026-05-13 | 13F | Invst, LLC | 1 598 | 1,52 | 483 | 1,68 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 54 | 16 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 99 434 | 55,41 | 30 054 | 55,48 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 86 224 | 3,37 | 26 061 | 3,42 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 38 400 | 49,42 | 11 606 | 49,48 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 8 400 | 950,00 | 2 539 | 953,11 | |||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 6 583 | 0,61 | 1 990 | 0,66 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 4 943 | 4,28 | 1 494 | 4,26 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 1 912 | 59,07 | 578 | 56,79 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 316 577 | 0,91 | 95 685 | 0,95 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 8 499 | 2,91 | 2 569 | 2,93 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 6 086 | 22,23 | 1 839 | 22,27 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 59 644 | 12,62 | 18 036 | 12,67 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 21 769 | 14,57 | 6 580 | 14,62 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 1 590 | 10,96 | 481 | 11,11 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 8 904 | 26,69 | 2 691 | 26,75 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 3 637 | 6,03 | 1 099 | 6,08 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 118 422 | 2,95 | 35 793 | 105 173,53 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 4 593 | 6,49 | 1 388 | 6,52 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 2 200 | 0,14 | 655 | −1,36 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 11 | 3 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 14 656 | 14,52 | 4 430 | 14,56 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 1 747 | 0,98 | 588 | 7,30 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 10 132 | 1,40 | 3 062 | 1,46 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 314 286 | 2,63 | 94 993 | 2,67 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 75 423 | 4,61 | 22 796 | 4,66 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 177 | 16,45 | 53 | 17,78 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 15 238 | 5,72 | 4 606 | 5,76 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 899 | 0,11 | 272 | 0,00 | ||||
| 2026-04-16 | 13F | Friday Financial | 4 508 | 5,82 | 1 363 | 5,91 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 35 049 | 3,70 | 10 594 | 3,75 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 1 316 | 45,90 | 398 | 45,96 | ||||
| 2026-05-08 | 13F | Payne Capital Management, LLC | 46 157 | 1,91 | 13 951 | 1,97 | ||||
| 2026-04-13 | 13F | Elm3 Financial Group, LLC | 3 029 | 5,87 | 915 | 5,90 | ||||
| 2026-05-18 | 13F | Vestwell Advisors, LLC | 2 283 | 6,29 | ||||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 1 258 | 6,61 | 380 | 6,74 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 54 938 | 1,78 | 16 605 | 1,83 | ||||
| 2026-05-13 | 13F | Mainsail Asset Management, Llc | 19 266 | 1,01 | 5 823 | 1,06 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1 031 328 | 0,63 | 311 689 | 0,66 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 798 | 0,13 | 241 | 0,42 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 5 674 | 0,11 | 1 715 | 0,18 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14 709 | 3,61 | 4 446 | 3,66 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 776 | 234 | ||||||
| 2026-04-13 | 13F | Hm Payson & Co | 2 163 | 167,70 | 654 | 167,62 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 75 583 | 38,42 | 22 834 | 40,52 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 19 781 | 14,42 | 5 978 | 14,46 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 569 | 97,57 | 172 | 96,55 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 35 763 | 117,95 | 10 809 | 118,06 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 1 401 | 467 | ||||||
| 2026-05-08 | 13F | Atlantic Family Wealth, Llc | 4 621 | 7,27 | 1 397 | 7,30 | ||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 62 612 | 0,21 | 18 916 | 0,21 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 2 182 | 4,10 | 659 | 4,11 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 295 512 | 14,69 | 89 398 | 14,72 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 1 390 | 0,07 | 420 | 0,24 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 35 397 | 3,50 | 11 | 0,00 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 6 949 | 230,59 | 2 100 | 230,71 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 183 200 | 55 372 | ||||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 3 357 | 1 015 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 167 255 | 144,98 | 50 553 | 145,10 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 3 022 | 1,92 | 913 | 2,01 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 5 628 | 0,70 | 1 701 | 0,77 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 162 | 49 | ||||||
| 2026-04-13 | 13F | Trust Co | 4 203 | 1,06 | 1 270 | 1,11 | ||||
| 2026-05-05 | 13F | Solutions 4 Wealth, Ltd | 2 277 | 10,64 | 688 | 10,79 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 539 | 10,91 | 163 | 10,96 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 9 370 | 1,47 | 2 831 | 2,98 | ||||
| 2026-04-22 | 13F | Western Financial Corp/CA | 675 | 204 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 4 350 | 7,67 | 1 315 | 7,70 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 368 | 111 | ||||||
| 2026-05-12 | 13F | Entrust Financial Llc | 650 | 1,40 | 196 | 1,55 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 5 177 | 5,27 | 1 642 | 5,32 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 9 | 3 | ||||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 6 119 | 0,11 | 1 851 | 0,16 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 8 597 | 5,38 | 2 879 | 8,76 |
