Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Select Dividend ETF inkluderar Vanguard National Trust Co, Private Capital Management, LLC, Wealth Care LLC, Everhart Financial Group, Inc., Addison Capital Co, Tiaa-cref Individual & Institutional Services, Llc, Sentinel Advisory Group, LLC, Evergreen Wealth Solutions, LLC, BHK Investment Advisors, LLC, Gerald Baker Financial Group LLC, Strait & Sound Wealth Management LLC, Navigation Group, LLC, Readystate Asset Management Lp, Point72 Asset Management, L.P., Diversify Wealth Management, Llc, Spartan Wealth Advisory Services LLC, Prosperitas Financial LLC, Catalytic Wealth RIA, LLC, Tortuga Wealth Management, Inc, och XTX Topco Ltd .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 4 308 | 2,13 | 652 | 9,58 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 10 646 | 2,18 | 1 612 | 9,59 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 2 045 | 157,23 | 310 | 175,89 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 179 913 | 1,56 | 27 241 | 8,96 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 27 205 | 3,37 | 4 119 | 10,90 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 1 495 | 4,55 | 229 | 12,81 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 24 194 | 0,25 | 3 663 | 7,55 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 1 405 | 213 | ||||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 10 985 | 0,11 | 1 663 | 7,43 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 6 228 | 943 | ||||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 41 653 | 4,61 | 6 307 | 12,21 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 1 938 | 53,08 | 293 | 64,61 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 8 527 | 0,08 | 1 291 | 7,40 | ||||
| 2026-05-15 | 13F | Prosperitas Financial LLC | 3 016 | 457 | ||||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 3 557 | 0,57 | 539 | 6,75 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 887 | 134 | ||||||
| 2026-05-14 | 13F | Select Asset Management & Trust | 1 373 | 0 | ||||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 1 590 | 10,34 | 241 | 17,56 | ||||
| 2026-05-11 | 13F | Lcnb Corp | 2 607 | 20,86 | 395 | 29,61 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 11 012 | 10,27 | 1 667 | 18,31 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 12 527 | 12,26 | 1 909 | 10,22 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 58 960 | 0,03 | 8 322 | −0,64 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 3 650 | 0,11 | 553 | 7,39 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 5 274 | 14,43 | 799 | 22,77 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 12 222 | 23,62 | 1 851 | 32,62 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 3 237 | 94,18 | 490 | 108,51 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 36 682 | 11,54 | 5 553 | 19,65 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 3 504 | 531 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 10 494 | 1,53 | 1 589 | 8,92 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 46 312 | 2,71 | 7 012 | 10,18 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 30 607 | 4 634 | ||||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 14 375 | 2,51 | 2 177 | 9,95 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 4 098 | 0,52 | 621 | 7,83 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 3 106 | 470 | ||||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 15 871 | 1,12 | 2 240 | 0,45 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 74 238 | 13,62 | 11 240 | 21,88 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 6 952 | 0,12 | 1 053 | 7,35 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 2 389 | 0,84 | 362 | 8,08 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 1 400 | 212 | ||||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 47 269 | 5,02 | 7 157 | 12,67 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 23 325 | 1,33 | 3 532 | 8,71 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 3 273 | 75,12 | 496 | 88,21 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 14 362 | 4,92 | 2 175 | 12,58 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 6 381 | 40,37 | 966 | 50,70 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 19 297 | 7,87 | 2 922 | 15,73 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Call | 3 800 | 575 | |||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 2 500 | 379 | |||||
| 2026-04-17 | 13F | Certified Advisory Corp | 2 278 | 1,70 | 345 | 8,86 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 9 451 | 0,37 | 1 431 | 7,68 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 10 231 | 2,08 | 1 549 | 9,55 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 30 025 | 4 546 | ||||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 478 | 0,63 | 72 | 7,46 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 311 822 | 2,73 | 47 213 | 10,20 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 3 644 | 558 | ||||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 2 877 | 406 | ||||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 8 819 | 4,31 | 1 335 | 11,90 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 92 235 | 11,49 | 13 965 | 19,60 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 8 923 | 18,61 | 1 351 | 27,33 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 539 922 | 5,86 | 81 750 | 13,57 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 3 395 | 4,62 | 514 | 12,47 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 6 448 | 22,84 | 976 | 31,89 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 16 197 | 1,43 | 2 452 | 8,83 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 10 520 | 27,05 | 1 593 | 36,30 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 5 400 | 49,92 | 818 | 60,83 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 979 | 0,41 | 300 | 7,55 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 368 | 56 | ||||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 5 420 | 1,92 | 821 | 9,33 | ||||
| 2026-04-08 | 13F | David J Yvars Group | 13 692 | 2,81 | 2 070 | 10,05 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 1 695 | 257 | ||||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 1 347 | 204 | ||||||
| 2026-05-12 | 13F | CIBC Asset Management Inc | 2 380 | 16,10 | 360 | 24,57 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 1 351 | 205 | ||||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 8 408 | 3,28 | 1 273 | 10,79 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 70 643 | 0,30 | 10 696 | 7,61 | ||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 5 034 | 0,04 | 762 | 7,32 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 25 738 | 135,78 | 3 897 | 153,05 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 6 378 | 0,08 | 966 | 7,34 | ||||
| 2026-04-28 | 13F | Private Wealth Partners, LLC | 1 400 | 212 | ||||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 1 593 | 0,76 | 241 | 8,07 | ||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 2 600 | 394 | ||||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 15 474 | 108,40 | 2 343 | 123,69 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 10 470 | 3,37 | 1 585 | 10,92 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 669 | 0,60 | 101 | 8,60 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1 845 | 0,71 | 279 | 8,14 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 1 367 | 208 | ||||||
| 2026-05-08 | 13F | Arthur M. Cohen & Associates, Llc | 4 024 | 0,50 | 608 | 7,43 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 184 | 3,37 | 28 | 8,00 | ||||
| 2026-04-02 | 13F | Lvm Capital Management Ltd/mi | 2 011 | 32,65 | 0 | |||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 2 095 | 2,70 | 317 | 10,45 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 2 150 | 0,33 | 326 | 7,62 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 29 557 | 2,22 | 4 475 | 9,65 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 165 348 | 0,20 | 25 035 | 7,49 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 9 274 | 0,32 | 1 404 | 7,67 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 7 908 | 6,03 | 1 197 | 13,78 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 13 940 | 128,60 | 1 967 | 127,14 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 76 | 1,33 | 11 | 10,00 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 1 346 | 204 | ||||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 2 403 | 3,53 | 364 | 11,01 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 3 175 | 2,45 | 481 | 9,84 | ||||
| 2026-05-06 | 13F | Florin Court Capital LLP | 27 700 | 32,54 | 4 194 | 42,22 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 14 552 | 2 203 | ||||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 3 485 | 528 | ||||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 4 247 | 2,41 | 643 | 9,91 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 72 556 | 24,97 | 10 986 | 34,06 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 10 781 | 2,83 | 1 632 | 10,34 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 1 922 | 0,73 | 291 | 8,18 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 60 130 | 2,50 | 9 104 | 9,95 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 120 | 18 | ||||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 19 573 | 7,14 | 2 763 | 6,39 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 28 804 | 0,06 | 4 361 | 7,36 | ||||
| 2026-06-01 | 13F | Dala Group, LLC | 1 771 | 268 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 105 702 | 85,04 | 16 004 | 98,51 | ||||
| 2026-04-10 | 13F | Bouvel Investment Partners, LLC | 3 556 | 40,06 | 538 | 50,28 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 8 828 | 11,70 | 1 337 | 19,82 | ||||
| 2026-04-21 | 13F | Mendel Capital Management LLC | 36 388 | 0,07 | 5 509 | 6,64 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 2 110 | 49,75 | 319 | 61,11 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 2 150 | 326 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1 888 | 8,19 | 286 | 15,85 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 106 014 | 0,31 | 16 052 | 7,61 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 8 566 | 49 877 | 20,47 | |||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 9 694 | 18,67 | 1 468 | 27,23 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 53 154 | 29,13 | 7 947 | 36,80 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 3 685 | 8,38 | 520 | 7,66 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 2 135 | 1,18 | 323 | 8,75 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 2 360 | 0,30 | 357 | 7,53 | ||||
| 2026-05-15 | 13F/A | Prepared Retirement Institute LLC | 8 370 | 39,80 | 1 267 | 50,12 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 1 569 | 9,49 | 238 | 17,33 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 9 951 | 33,25 | 1 512 | 43,45 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 32 219 | 0,04 | 4 878 | 7,33 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 19 187 | 2,69 | 2 905 | 10,16 | ||||
| 2026-04-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 28 942 | 0,12 | 4 382 | 7,40 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 2 057 | 0 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 8 296 | 123,43 | 1 256 | 139,69 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 5 787 | 0,52 | 876 | 7,88 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 24 924 | 2,06 | 3 774 | 9,49 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 1 471 | 3,66 | 223 | 11,00 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 30 203 | 5,63 | 4 573 | 13,31 | ||||
| 2026-04-16 | 13F | Ellsworth Advisors, LLC | 4 889 | 2,93 | 740 | 5,41 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 791 778 | 0,13 | 271 293 | 7,42 | ||||
| 2026-04-23 | 13F | Alley Investment Management Company, LLC | 5 679 | 0,19 | 860 | 7,51 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 5 405 | 8,64 | 763 | 7,93 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 1 595 | 0,13 | 241 | −3,21 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 3 015 | 1,86 | 457 | 9,35 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 53 087 | 19,75 | 8 038 | 28,46 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 21 145 | 1,69 | 3 202 | 9,10 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 11 431 | 25,62 | 1 731 | 34,74 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 857 | 32,46 | 130 | 41,76 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 2 386 | 12,76 | 361 | 21,14 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 1 693 | 0,30 | 256 | 7,56 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 8 215 | 2,11 | 1 244 | 9,52 | ||||
| 2026-04-21 | 13F | TigerOak Management, L.L.C. | 1 351 | 205 | ||||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 2 210 | 99 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 21 996 | 9,87 | 3 340 | 12,84 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 35 756 | 17,41 | 5 047 | 17,40 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 114 647 | 3,37 | 17 359 | 10,89 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 2 006 | 33,73 | 304 | 43,60 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 1 770 | 18,79 | 268 | 27,14 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 2 107 | 5,03 | 319 | 12,72 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 316 | 0,64 | 48 | 6,82 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 17 116 | 42,51 | 2 592 | 52,86 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 19 964 | 48,52 | 3 023 | 59,30 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 7 997 | 0,36 | 1 211 | 7,65 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 8 255 | 14,64 | 1 250 | 22,93 | ||||
| 2026-05-15 | 13F | JMN Financial LLC | 2 169 | 328 | ||||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 29 209 | 75,82 | 4 423 | 88,65 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 6 518 944 | 0,19 | 987 034 | 7,48 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 28 187 | 74,81 | 4 268 | 87,56 | ||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 1 742 | 1,28 | 264 | 8,68 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 103 168 | 3,92 | 15 621 | 11,48 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 135 137 | 0,87 | 20 461 | 8,22 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 6 548 | 42,75 | 991 | 53,17 | ||||
| 2026-04-22 | 13F | My Personal CFO, LLC | 27 273 | 1,53 | 4 129 | 8,92 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3 064 | 0,10 | 464 | 7,42 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 2 967 | 3,49 | 449 | 11,14 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 266 000 | 272,20 | 20 822 | 106,43 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 9 295 | 1 407 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 485 314 | 27,19 | 73 510 | 36,43 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 2 578 | 391 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 218 | 33 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 262 | 40 | ||||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 57 | 1,79 | 9 | 14,29 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 384 | 0,52 | 58 | 9,43 | ||||
| 2026-04-27 | 13F | Adams Asset Advisors, LLC | 1 331 | 201 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 8 671 | 43,35 | 1 313 | 53,81 | ||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 4 544 | 56,64 | 688 | 67,97 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 3 255 | 589,62 | 492 | 643,94 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 52 847 | 0,02 | 8 002 | 7,30 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 1 942 | 0,78 | 294 | 8,09 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 548 | 82,67 | 77 | 83,33 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 6 895 | 13,65 | 1 044 | 21,85 | ||||
| 2026-05-12 | 13F | Creative Planning | 317 572 | 2,91 | 48 084 | 10,39 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 239 | 0,42 | 36 | 9,09 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 551 385 | 8,64 | 83 486 | 16,54 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 1 775 | 0,62 | 269 | 8,06 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 2 340 | 17,29 | 354 | 25,98 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 10 045 | 0,38 | 1 521 | 7,65 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 22 961 | 4,63 | 3 241 | 3,91 | ||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 1 865 | 282 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 127 700 | 25,94 | 19 335 | 35,11 | |||
| 2026-05-15 | 13F | Cerity Partners LLC | 132 188 | 2,91 | 20 015 | 10,41 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 2 972 | 1,92 | 450 | 8,43 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 1 979 | 21,56 | 300 | 30,57 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 957 | 0,63 | 145 | 7,46 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 14 690 | 37,28 | 2 224 | 47,28 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 206 | 1,48 | 31 | 10,71 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 54 | 8 | ||||||
| 2026-04-23 | 13F | Embree Financial Group | 8 883 | 3,19 | 1 345 | 10,71 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 1 631 | 14,86 | 230 | 14,43 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 11 368 | 1 721 | ||||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 34 126 | 5 167 | ||||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 776 | 2,65 | 110 | 1,87 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 9 726 | 0,10 | 1 473 | 7,37 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 1 749 | 265 | ||||||
| 2026-04-16 | 13F | Hicks Capital Management Llc | 12 420 | 0,43 | 1 881 | 7,74 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 13 429 | 0,99 | 2 033 | 8,37 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 3 701 | 44,85 | 560 | 55,56 | ||||
| 2026-04-27 | 13F | Plimoth Trust Co Llc | 1 550 | 235 | ||||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 10 518 | 0,68 | 1 593 | 8,01 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 91 571 | 2,89 | 13 865 | 10,37 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 26 072 | 9,04 | 3 948 | 16,98 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 36 537 | 5 532 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 122 603 | 13,77 | 17 379 | 14,26 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 460 | 70 | ||||||
| 2026-04-21 | 13F | Mayport, Llc | 4 771 | 0,06 | 722 | 7,44 | ||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 7 569 | 1 146 | ||||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 303 | 46 | ||||||
| 2026-04-22 | 13F | DDFG, Inc | 1 355 | 205 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 115 | 17 | ||||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 6 165 | 933 | ||||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 18 056 | 34,21 | 2 734 | 43,99 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 1 358 | 206 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 6 901 | 17,93 | 1 045 | 26,55 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 19 580 | 0,62 | 3 | 0,00 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 7 593 | 9,54 | 1 165 | 15,82 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 7 720 | 46,60 | 1 182 | 59,08 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 5 567 | 843 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 82 521 | 0,00 | 12 495 | 7,28 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 1 348 | 204 | ||||||
| 2026-05-15 | 13F | Private Capital Management, LLC | 26 386 | 3 995 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 7 073 | 25,52 | 1 071 | 34,59 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 3 057 | 60,30 | 463 | 71,75 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 31 840 | 222,66 | 5 | 300,00 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 7 205 | 0,01 | 1 091 | 7,28 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 43 418 | 3,60 | 6 574 | 11,12 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 14 206 | 0,06 | 2 151 | 7,34 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 3 780 | 1,12 | 572 | 8,54 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 36 595 | 2,75 | 5 541 | 10,23 | ||||
| 2026-05-01 | 13F | Trifecta Capital Advisors, LLC | 16 660 | 0,60 | 2 522 | 7,92 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 44 001 | 27,31 | 6 662 | 36,57 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 176 755 | 8,92 | 27 | 18,18 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 12 590 | 32,60 | 1 906 | 42,24 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 6 153 | 12,38 | 932 | 20,60 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 2 970 | 450 | ||||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 2 298 | 0,39 | 348 | 7,43 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 1 325 | 201 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 15 749 | 2,16 | 2 385 | 9,61 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 8 571 | 0,55 | 1 298 | 7,28 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 2 024 | 32,81 | 306 | 42,33 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 9 462 | 0,34 | 1 433 | 7,67 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 5 274 | 94,33 | 798 | 108,36 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 4 117 | 623 | ||||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 4 080 | 6,67 | 618 | 14,47 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 5 014 | 3,02 | 759 | 10,64 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 10 849 | 117,37 | 1 643 | 133,24 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 13 493 | 1,80 | 2 043 | 9,20 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 14 734 | 0,55 | 2 231 | 7,83 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 1 711 | 0,71 | 259 | 8,37 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 4 874 | 0,45 | 738 | 7,75 | ||||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 6 102 | 0,08 | 924 | 7,33 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 190 | 27 | ||||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 17 843 | 0,77 | 2 702 | 8,08 | ||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 9 536 | 1,12 | 1 444 | 8,50 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Put | 11 300 | 189,74 | 1 711 | 210,91 | |||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Call | 49 200 | 778,57 | 7 449 | 842,91 | |||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 2 823 | 16,51 | 427 | 24,85 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 2 139 | 22,23 | 324 | 31,30 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 23 315 | 0,03 | 3 530 | 7,33 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 15 231 | 1,80 | 2 150 | 0,94 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 3 964 | 0,61 | 600 | 7,91 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 11 329 | 6,14 | 1 715 | 13,88 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 31 760 | 0,74 | 4 809 | 8,07 | ||||
| 2026-05-05 | 13F | Zeit Capital LLC | 674 | 102 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 18 283 | 0,09 | 2 778 | 4,83 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 4 618 | 19,92 | 699 | 28,73 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 16 028 | 2 427 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13 918 | 1,53 | 2 107 | 8,95 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 9 261 | 10,42 | 1 402 | 18,51 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 8 959 | 0,11 | 1 356 | 7,36 | ||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 3 382 | 25,58 | 512 | 34,74 | ||||
| 2026-05-15 | 13F | Fmr Llc | 193 751 | 15,01 | 29 336 | 23,38 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 20 772 | 4,49 | 3 145 | 12,12 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 21 354 | 0,09 | 3 233 | 7,37 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 1 394 | 211 | ||||||
| 2026-05-14 | 13F | Edgewood Management Llc | 54 926 | 5,78 | 8 316 | 13,48 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 26 587 | 1,73 | 4 026 | 9,14 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 9 165 | 2,46 | 1 388 | 9,90 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 14 439 | 0,05 | 2 186 | 7,37 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 908 | 4,34 | 895 | 11,89 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 155 | 23 | ||||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 3 360 | 15,54 | 509 | 23,90 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 98 909 | 36,62 | 14 974 | 46,58 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2 128 | 0,24 | 322 | 7,69 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 26 319 | 0,66 | 3 985 | 7,97 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 1 364 | 206 | ||||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 1 717 | 9,57 | 260 | 17,19 | ||||
| 2026-04-22 | 13F | AJ Advisors, LLC | 1 450 | 0,76 | 220 | 7,88 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 709 | 107 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 74 171 | 0,06 | 11 230 | 7,34 | ||||
| 2026-05-07 | 13F | Winthrop Partners - Wny, Llc | 18 351 | 0,03 | 2 779 | 7,30 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 2 868 | 0,07 | 434 | 7,43 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 13 028 | 3,54 | 1 973 | 11,10 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 13 037 | 13,41 | 1 974 | 21,64 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 1 786 | 0,11 | 270 | 7,57 | ||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 2 895 | 24,95 | 438 | 33,94 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 3 998 | 6,90 | 605 | 14,80 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 10 495 | 8,64 | 1 589 | 16,58 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 165 919 | 41,78 | 25 122 | 52,10 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 11 305 | 3,07 | 1 712 | 10,60 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 181 493 | 1,33 | 27 480 | 8,70 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 8 571 | 15,25 | 1 298 | 23,64 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 3 807 | 6,43 | 576 | 14,29 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 10 851 | 8,79 | 1 643 | 16,70 | ||||
| 2026-05-08 | 13F | Dodds Wealth, LLC | 7 922 | 5,26 | 1 200 | 12,90 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 1 947 | 1,09 | 275 | 0,37 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 2 613 | 0,19 | 396 | 7,34 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1 247 | 0,73 | 189 | 8,05 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 5 077 | 0,49 | 769 | 7,71 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 7 087 | 1,27 | 1 073 | 8,71 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 11 652 | 2,36 | 1 764 | 9,84 | ||||
| 2026-04-08 | 13F | Canandaigua National Trust Co of Florida | 1 617 | 245 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 487 430 | 6,12 | 225 212 | 13,84 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 4 526 | 5,85 | 685 | 13,60 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 1 350 | 204 | ||||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 7 534 | 27,07 | 1 141 | 36,36 | ||||
| 2026-04-13 | 13F | Trust Co | 435 | 97,73 | 66 | 109,68 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 3 154 | 0,67 | 478 | 7,92 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 3 106 667 | 1,66 | 470 380 | 9,06 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 34 122 | 361,42 | 4 816 | 358,57 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 1 395 | 211 | ||||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 123 757 | 3,61 | 18 738 | 11,15 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 163 | 25 | ||||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 2 169 | 328 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 13 558 | 15,42 | 2 053 | 23,84 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 14 753 | 2,82 | 2 234 | 10,27 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 36 485 | 1,12 | 5 524 | 8,48 | ||||
| 2026-05-05 | 13F | LOM Asset Management Ltd | 13 318 | 1,07 | 2 016 | 8,45 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 3 816 | 0,53 | 578 | 7,85 | ||||
| 2026-04-15 | 13F | Peoples Bank/KS | 14 638 | 2,20 | 2 216 | 9,65 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 103 563 | 11,04 | 15 680 | 19,12 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 3 265 | 0,03 | 494 | 7,39 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 795 | 120 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 645 684 | 178,58 | 97 763 | 198,86 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 71 361 | 5,12 | 10 805 | 12,76 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 750 | 114 | ||||||
| 2026-05-01 | 13F | American Trust | 1 481 | 1,23 | 224 | 8,74 | ||||
| 2026-05-11 | 13F | Sargent Investment Group, LLC | 1 340 | 203 | ||||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 31 366 | 1,79 | 4 749 | 9,22 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 6 624 | 39,81 | 1 003 | 50,00 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 1 785 | 10,46 | 270 | 18,42 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1 168 | 34,56 | 0 | |||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 4 340 | 0,63 | 1 | |||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 451 | 68 | ||||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 176 | 1,15 | 27 | 8,33 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 1 801 | 0,06 | 272 | 7,09 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 10 965 | 155,00 | 1 660 | 173,93 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 3 341 | 5,03 | 506 | 12,72 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 79 441 | 22,90 | 12 028 | 31,84 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 7 740 | 0,14 | 1 172 | 7,43 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 13 458 | 16,88 | 2 038 | 25,35 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 25 723 | 419,03 | 3 895 | 457,08 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 668 | 33,60 | 101 | 44,29 | ||||
| 2026-04-27 | 13F | Jamison Private Wealth Management, Inc. | 3 100 | 0,13 | 469 | 7,57 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 253 777 | 3,34 | 38 424 | 10,86 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 39 994 | 13,35 | 6 055 | 21,61 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 4 745 | 0,30 | 670 | −0,45 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 410 | 62 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 2 791 | 423 | ||||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 68 | 10 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 280 769 | 1,89 | 42 511 | 9,30 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 16 700 | 266,95 | 3 | |||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 145 765 | 0,40 | 22 061 | 7,70 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 27 883 | 0,00 | 4 222 | 7,27 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 32 734 | 8,75 | 4 956 | 16,67 | ||||
| 2026-04-20 | 13F | Benedict Financial Advisors Inc | 2 388 | 1,23 | 362 | 8,41 | ||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | Put | 5 500 | 833 | |||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 4 481 | 0,40 | 679 | 7,79 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 238 781 | 8,18 | 36 | 16,13 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 1 578 | 0,77 | 239 | 8,18 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 4 277 | 11,85 | 648 | 18,72 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 6 203 | 3,63 | 939 | 11,26 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 12 999 | 11,04 | 1 968 | 19,13 | ||||
| 2026-04-17 | 13F | Braeburn Wealth Management LLC | 1 544 | 0,06 | 234 | 7,37 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 2 336 | 245,56 | 354 | 271,58 | ||||
| 2026-05-15 | 13F | Carret Asset Management, Llc | 49 492 | 1,38 | 7 494 | 8,77 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 9 370 | 17,94 | 1 419 | 26,49 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 1 631 | 247 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 1 358 | 206 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1 088 | 154 | ||||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 257 | 0,78 | 39 | 5,56 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 20 | 5,26 | 3 | 0,00 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 2 936 | 0,48 | 445 | 7,77 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 14 754 | 21,30 | 2 224 | 29,60 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 2 462 | 77,12 | 373 | 89,80 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 119 877 | 1,35 | 18 151 | 8,72 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 3 007 | 5,55 | 455 | 13,18 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 21 817 | 149,39 | 3 303 | 167,67 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 2 533 | 384 | ||||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 124 552 | 3,10 | 18 858 | 10,60 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 340 | 51 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 466 225 | 11,47 | 65 805 | 10,72 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 1 400 | 212 | ||||||
| 2026-04-14 | 13F | Granite Group Advisors, LLC | 1 358 | 206 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 18 258 | 2 764 | ||||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 1 403 | 212 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 132 078 | 3,51 | 19 998 | 11,03 | ||||
| 2026-05-14 | 13F | Aft, Forsyth & Company, Inc. | 1 452 | 0,28 | 220 | 7,35 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 1 335 | 202 | ||||||
| 2026-04-21 | 13F | First United Bank Trust/ | 75 016 | 15,27 | 11 358 | 23,66 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 1 130 | 171 | ||||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 2 318 | 351 | ||||||
| 2026-05-14 | 13F | Riverview Capital Advisers, LLC | 1 526 | 4,88 | 231 | 12,68 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 8 300 | 28,28 | 1 257 | 37,57 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 30 640 | 0,57 | 4 617 | −3,05 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 9 198 | 9,42 | 1 393 | 17,37 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 34 831 | 8,11 | 5 274 | 15,97 | ||||
| 2026-04-10 | 13F | Harpswell Capital Advisors, LLC | 6 000 | 50,00 | 908 | 60,99 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 1 345 | 204 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 75 872 | 66,05 | 11 488 | 78,12 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 45 668 | 0,02 | 6 915 | 7,29 | ||||
| 2026-04-29 | 13F | SAM Advisors, LLC | 1 337 | 202 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1 107 | 9,06 | 168 | 16,78 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 2 083 | 6,33 | 315 | 14,13 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 354 | 0,85 | 54 | 0,00 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 5 640 | 99,79 | 854 | 114,32 | ||||
| 2026-05-15 | 13F | Readystate Asset Management Lp | 4 015 | 608 | ||||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 8 464 | 3,64 | 1 282 | 11,20 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 14 695 | 21,23 | 2 | 100,00 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 14 083 | 0,06 | 2 132 | 7,35 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 3 525 | 2,17 | 534 | 9,67 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 98 714 | 937,35 | 14 946 | 1 012,88 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 527 | 0,76 | 80 | 8,22 | ||||
| 2026-04-08 | 13F | Charis Legacy Partners, LLC | 2 351 | 25,65 | 356 | 34,47 | ||||
| 2026-05-12 | 13F | Providence Financial Advisors, LLC | 1 400 | 212 | ||||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 6 212 | 0,08 | 951 | 3,03 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 727 300 | 3 629,74 | 110 120 | 3 901,45 | |||
| 2026-01-29 | 13F | Vanguard Group Inc | 31 901 | 0,15 | 4 502 | −0,53 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 1 351 | 205 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 53 100 | 503,41 | 8 040 | 547,26 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | 2 166 | 8,90 | 328 | 16,79 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 4 528 | 0,13 | 686 | 7,37 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3 808 227 | 0,01 | 576 604 | 7,28 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 26 350 | 127,53 | 3 990 | 144,12 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 3 061 | 0,13 | 463 | 7,42 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 16 155 | 2 446 | ||||||
| 2026-04-29 | 13F | KDK Private Wealth Management, LLC | 2 400 | 8,11 | 352 | 12,46 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 34 492 | 12,76 | 5 222 | 20,96 | ||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 53 051 | 16,33 | 8 032 | 24,80 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 3 641 | 32,40 | 551 | 42,01 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 61 | 1,67 | 9 | 12,50 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 18 800 | 2 847 | |||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 1 793 | 8,80 | 271 | 16,81 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 13 058 | 0,12 | 1 977 | 7,45 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 29 256 | 4,22 | 4 418 | 11,54 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 1 351 | 204 | ||||||
| 2026-05-14 | 13F | Lgl Partners, Llc | 31 077 | 0,67 | 4 705 | 7,99 | ||||
| 2026-04-06 | 13F | CX Institutional | 406 | 0,74 | 0 | |||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 1 353 | 205 | ||||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 1 627 | 0,49 | 246 | 7,89 | ||||
| 2026-05-14 | 13F | Taylor Financial Group, Inc. | 29 069 | 3,31 | 4 401 | 10,83 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 1 339 | 203 | ||||||
| 2026-04-16 | 13F | XML Financial, LLC | 10 054 | 9,57 | 1 522 | 17,53 | ||||
| 2026-05-08 | 13F | STAR Financial Bank | 4 457 | 56,94 | 675 | 68,50 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 50 | 2,04 | 8 | 16,67 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 6 173 | 0,18 | 935 | |||||
| 2026-04-23 | 13F | Partners Wealth Management, Llc | 1 389 | 210 | ||||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 3 607 | 546 | ||||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 3 450 | 463 | ||||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 15 648 | 0,66 | 2 369 | 7,98 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 1 798 | 272 | ||||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 3 606 | 0,03 | 546 | 7,28 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 1 375 | 208 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 184 494 | 1,20 | 179 344 | 8,56 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 1 939 | 15,62 | 294 | 24,58 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 21 911 | 0,00 | 3 318 | 7,28 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 1 350 | 0,82 | 204 | 7,94 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 12 105 | 45,93 | 1 833 | 56,58 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 3 079 | 1,02 | 466 | 8,37 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 92 380 | 9,48 | 13 987 | 17,45 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 1 578 | 239 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 24 626 | 306,77 | 3 729 | 336,53 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 7 584 | 13,55 | 1 148 | 21,87 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 1 789 | 271 | ||||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 2 202 | 3,38 | 333 | 11,00 | ||||
| 2026-05-01 | 13F | Mission Hills Financial Advisory, LLC | 1 498 | 0,54 | 227 | 7,62 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 2 061 | 0,34 | 312 | 7,96 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 98 520 | 0,67 | 14 917 | 7,99 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 50 495 | 2,68 | 7 645 | 10,16 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 43 077 | 0,12 | 6 522 | 7,41 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2 162 | 49,41 | 327 | 60,29 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 9 309 | 2,68 | 1 409 | 10,16 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 1 356 | 205 | ||||||
| 2026-05-14 | 13F | Aspen Grove Capital, LLC | 5 064 | 0,78 | 767 | 8,04 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 23 100 | 0,42 | 3 498 | 7,73 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 18 480 | 0,04 | 2 798 | 7,33 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 6 454 | 0,22 | 977 | 7,60 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 1 741 | 0,23 | 264 | 7,35 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 1 808 | 20,53 | 274 | 29,38 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 24 199 | 0,98 | 3 669 | 8,33 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 412 591 | 33,15 | 62 470 | 42,84 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 2 051 | 2,14 | 311 | 9,54 | ||||
| 2026-06-01 | 13F | First Nebraska Trust Co | 12 020 | 10,49 | 1 820 | 18,50 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 14 972 | 0,46 | 2 267 | 7,75 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 7 325 | 0,07 | 1 109 | 7,36 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 453 | 0,89 | 69 | 7,94 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 4 317 | 3,30 | 654 | 10,87 | ||||
| 2026-05-13 | 13F | GKV Capital Management Co., Inc. | 400 | 54 | ||||||
| 2026-04-15 | 13F | LongView Wealth Management | 2 395 | 0,08 | 365 | 4,90 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 550 | 83 | ||||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 2 867 | 0,31 | 434 | 7,69 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 387 | 452,86 | 59 | 544,44 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 16 825 | 19,20 | 2 547 | 27,86 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 3 113 | 14,74 | 471 | 23,30 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 20 136 | 2,18 | 3 049 | 9,60 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 313 946 | 2,89 | 47 535 | 10,37 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 1 251 | 189 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 2 703 | 28,53 | 409 | 38,18 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 28 173 | 10,61 | 4 266 | 18,67 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 31 526 | 0,70 | 4 450 | 0,02 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 2 190 | 331 | ||||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 4 630 | 0,30 | 701 | 7,53 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 20 998 | 0,13 | 3 179 | 7,43 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 30 741 | 4,36 | 4 655 | 11,96 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 62 958 | 3,06 | 9 532 | 10,55 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 455 | 69 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 5 339 | 0,62 | 808 | 8,02 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 2 501 | 0,04 | 379 | 7,39 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 2 169 | 1,50 | 328 | 8,25 | ||||
| 2026-05-14 | 13F | Twin Tree Management, LP | Call | 67 700 | 10 250 | |||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 1 680 | 0,06 | 254 | 7,63 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 23 029 | 1,39 | 3 487 | 8,77 | ||||
| 2026-05-04 | 13F | Moment Partners, LLC | 258 828 | 0,60 | 39 189 | 7,92 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 1 750 | 265 | ||||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 1 253 | 190 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 213 855 | 11,80 | 32 380 | 19,93 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 2 929 | 0,76 | 444 | 8,05 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 6 851 | 0,45 | 1 037 | 7,80 | ||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 45 680 | 1 032,66 | 2 589 | 351,83 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 18 305 | 9,27 | 2 772 | 17,22 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 93 756 | 1,26 | 14 196 | 8,63 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 7 909 | 4,63 | 1 198 | 12,29 | ||||
| 2026-04-24 | 13F | Letson Investment Management, Inc. | 1 350 | 204 | ||||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 1 988 | 15,65 | 305 | 26,03 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 129 | 20 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 21 761 | 1,18 | 3 295 | 8,53 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 631 | 17,50 | 89 | 43,55 | ||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 2 884 | 34,39 | 437 | 44,37 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 109 170 | 3,06 | 16 529 | 10,56 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 880 | 133 | ||||||
| 2026-05-04 | 13F | Camden National Bank | 2 605 | 0,62 | 394 | 7,95 | ||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 3 336 | 0,69 | 505 | 8,14 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 230 707 | 0,70 | 34 931 | 8,02 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 26 229 | 21,80 | 3 971 | 30,67 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 19 364 | 10,47 | 2 932 | 17,24 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 4 184 | 0,14 | 634 | 7,47 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 5 233 | 0,52 | 792 | 7,90 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 6 943 | 0,22 | 1 051 | 7,57 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 10 751 | 408,56 | 1 628 | 445,97 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 96 | 15 | ||||||
| 2026-05-14 | 13F | MYDA Advisors LLC | 260 000 | 39 367 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 1 160 | 0,78 | 176 | 8,02 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 167 | 0,60 | 25 | 8,70 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 3 480 | 0,06 | 527 | 7,35 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 6 623 | 24,66 | 1 011 | 34,98 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 2 130 | 323 | ||||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 4 016 | 30,22 | 608 | 39,77 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 27 083 | 13,46 | 4 | 33,33 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 6 255 | 0,06 | 947 | 7,37 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 4 007 | 0,50 | 607 | 7,83 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 1 350 | 204 | ||||||
| 2026-05-13 | 13F | Davis R M Inc | 3 318 | 10,31 | 502 | 18,40 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 1 350 | 204 | ||||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 11 641 | 0,95 | 1 763 | 8,30 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 30 141 | 10,38 | 4 564 | 18,40 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 15 823 | 0,71 | 2 396 | 8,03 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 7 220 | 0,63 | 1 093 | 8,00 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 1 795 | 6,72 | 272 | 14,35 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 5 472 | 14,93 | 829 | 23,40 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 2 561 | 8,70 | 388 | 16,57 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 2 816 | 26,56 | 426 | 35,67 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 385 | 0,26 | 58 | 7,41 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 8 963 | 0,50 | 1 357 | 7,87 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 4 176 | 1,29 | 632 | 8,78 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 2 492 | 4,18 | 377 | 11,87 |
