Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares 3-7 Year Treasury Bond ETF inkluderar University of Illinois Foundation, Weaver Capital Management LLC, CVS HEALTH Corp, Diversify Wealth Management, Llc, Altman Advisors, Inc., Philadelphia Investment Partners, LLC, Larch Capital Partners Llc, Summitpoint Capital Management, Storen Legacy Partners, LLC, Blue Capital, Inc., Tiaa-cref Individual & Institutional Services, Llc, Pw Advisors, Llc \ Fl, LightSquare Wealth Management, LLC, Sanchez Gaunt Capital Management, LLC, Stonehage Fleming Financial Services Holdings Ltd, Mariner Investment Group Llc, Monograph Wealth Advisors, Llc, Cerity Partners Retirement Plan Advisors LLC, Asset One Wealth Management LLC, och TritonPoint Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 129 560 | 12,92 | 15 366 | 12,21 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 15 | 2 | ||||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 39 109 | 13,07 | 4 638 | 12,35 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 1 955 | 0,41 | 232 | −0,43 | ||||
| 2026-05-14 | 13F | Betterment LLC | 20 590 | 7,77 | 2 | 0,00 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 6 591 | 1,01 | 782 | 0,39 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 52 591 | 2,76 | 6 237 | 2,13 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 14 900 | 80,45 | 1 767 | 79,39 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 4 441 | 2,90 | 527 | 2,14 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2 855 064 | 2,54 | 338 611 | 1,90 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 10 898 | 105,08 | 1 293 | 103,79 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 18 076 | 13 698,47 | 2 144 | 14 186,67 | ||||
| 2026-04-16 | 13F | Stanley-Laman Group, Ltd. | 3 535 | 0,08 | 419 | −0,48 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 2 055 | 244 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 85 | 1,19 | 10 | 0,00 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 9 014 | 7,94 | 1 069 | 7,33 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 32 433 | 0,53 | 3 847 | −0,10 | ||||
| 2026-02-13 | 13F | Karpus Management, Inc. | 197 | 24 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 5 340 | 7,60 | 633 | 6,93 | ||||
| 2026-04-20 | 13F | Surience Private Wealth Llc | 10 169 | 1 206 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 6 684 | 158,47 | 793 | 157,14 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3 146 974 | 259,58 | 373 231 | 257,32 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 119 328 | 57,64 | 14 152 | 56,65 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 37 802 | 4 483 | ||||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 438 | −0,68 | |||||
| 2026-04-24 | 13F | Keybank National Association/oh | 407 193 | 2,66 | 48 293 | 2,02 | ||||
| 2026-04-20 | 13F | Banque Cantonale Vaudoise | 1 880 | 86,51 | 223 | 85,83 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 272 569 | 0,21 | 32 327 | −0,42 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 6 258 233 | 5,63 | 742 221 | 4,97 | ||||
| 2026-04-15 | 13F | Independence Financial Advisors, LLC | 163 298 | 2,37 | 19 367 | 1,73 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 404 436 | 12,41 | 47 966 | 11,70 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 379 | 0,53 | 45 | 0,00 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 180 | 1,12 | 21 | 0,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 594 914 | 4,66 | 189 157 | 4,01 | ||||
| 2026-04-22 | 13F | WestEnd Advisors, LLC | 1 205 864 | 2,80 | 143 016 | 2,15 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 1 256 | 149 | ||||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 50 467 | 15,98 | 5 985 | 15,25 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 96 821 | 12,20 | 11 483 | 11,50 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 192 693 | 3,29 | 22 853 | 2,65 | ||||
| 2026-05-13 | 13F | IF Advisors, LLC | 32 025 | 6,46 | 3 798 | 5,79 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 761 | 140,06 | 90 | 143,24 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 9 615 | 5,71 | 1 140 | 5,07 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 106 | 0,95 | 13 | 0,00 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 47 889 | 5 680 | ||||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 237 478 | 7,49 | 28 165 | 6,81 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 26 923 | 9,41 | 3 193 | 8,72 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 114 547 | 18,61 | 13 585 | 17,86 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 67 436 | 14,99 | 7 998 | 14,26 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 20 314 | 33,53 | 2 409 | 32,73 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 2 019 | 0,30 | 238 | −0,84 | ||||
| 2026-05-28 | 13F | Blue Fin Capital, Inc. | 51 428 | 13,52 | 6 099 | 12,80 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 272 | 64,85 | 32 | 68,42 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 105 882 | 1,45 | 12 553 | 0,78 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 28 738 | 1 159,33 | 3 408 | 1 152,94 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 13 316 | 2,09 | 1 579 | 1,48 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 1 596 822 | 7,87 | 189 383 | 7,19 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 37 782 | 5,81 | 4 481 | 5,14 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 22 363 | 546,70 | 2 652 | 543,69 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 1 727 | 206 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 3 584 | 0,82 | 425 | 0,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 18 817 986 | 6,35 | 2 228 614 | 5,53 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 27 478 | 3,24 | 3 259 | 2,61 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 76 784 | 25,47 | 9 107 | 24,69 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 4 858 | 151 055 | 17,17 | |||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 273 | 32 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 44 439 | 3,63 | 5 271 | 2,99 | ||||
| 2026-05-08 | 13F | Elevation Advisory Partners LLC | 3 918 | 467 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 1 719 | 204 | ||||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 2 866 | 4,26 | 340 | 3,35 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 11 483 | 1 362 | ||||||
| 2026-05-05 | 13F | New Harbor Financial Group, LLC | 272 300 | 7,78 | 32 295 | 7,10 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 1 765 | 209 | ||||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 145 178 | 4,79 | 17 218 | 4,14 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2 599 | 26,53 | 308 | 25,71 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 88 | 0,00 | ||||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 186 581 | 2,21 | 22 129 | 1,57 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 7 345 | 871 | ||||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 71 338 | 9,34 | 8 461 | 8,64 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 2 335 | 7,75 | 276 | 6,98 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 9 242 672 | 39,73 | 1 096 181 | 38,85 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 43 720 | 3,92 | 5 185 | 3,27 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 3 699 | 439 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17 121 | 10,75 | 2 031 | 10,09 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 30 843 | 3 658 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 211 176 | 2,02 | 25 045 | 1,38 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 447 982 | 8,46 | 53 131 | 7,78 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 16 744 | 1 986 | ||||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 14 589 | 0,21 | 1 730 | −0,40 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 99 493 | 21,38 | 11 800 | 20,62 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 58 168 | 184,44 | 6 899 | 182,70 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 241 901 | 4,87 | 28 689 | 4,21 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 3 244 | 8,10 | 385 | 7,26 | ||||
| 2026-05-04 | 13F | Legacy Capital Group California, Inc. | 2 917 | 37,08 | 346 | 36,36 | ||||
| 2026-05-18 | 13F | Unconventional Investor, LLC | 1 920 | 0,10 | 228 | −0,44 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 31 419 | 5,64 | 3 726 | 4,99 | ||||
| 2026-04-10 | 13F | Lake Hills Wealth Management, LLC | 76 419 | 3,49 | 9 063 | 2,84 | ||||
| 2026-05-15 | 13F | SkyView Investment Advisors, LLC | 290 122 | 2,23 | 35 | 6,06 | ||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 1 761 | 2,26 | 209 | 1,46 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 5 487 | 8,93 | 651 | 8,15 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 71 648 | 85,45 | 8 497 | 84,28 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 647 | 76 | ||||||
| 2026-03-12 | 13F | Farmers National Bank | 1 682 | 201 | ||||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 2 561 | 2,77 | 304 | 2,02 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 178 684 | 9,97 | 21 192 | 9,28 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 173 121 | 86,97 | 20 422 | 84,79 | ||||
| 2026-04-22 | 13F | Viewpoint Investment Partners Corp | 2 300 | 273 | ||||||
| 2026-04-08 | 13F | Warner Financial, Inc | 27 358 | 49,44 | 3 245 | 162 150,00 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 181 | 311,36 | 21 | 320,00 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 8 866 | 1,29 | 1 052 | 0,67 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 31 | 4 | ||||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 4 605 | 1,84 | 546 | 1,30 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 1 049 997 | 8,62 | 124 530 | 8,13 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 4 140 | 491 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 4 279 | 0,59 | 508 | 0,00 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 1 568 | 31,99 | 186 | 31,91 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 21 996 | 3,78 | 2 609 | 3,12 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 3 422 | 1,42 | 406 | 0,75 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 71 517 | 17,72 | 8 482 | 16,98 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 357 | 42 | −17,65 | |||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 211 | 111,00 | 25 | 127,27 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 708 | 84 | ||||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 111 559 | 67,05 | 13 231 | 66,00 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 240 | 169,66 | 28 | 180,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 939 394 | 18,13 | 112 117 | 17,97 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 33 938 | 31,08 | 4 025 | 30,26 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 2 924 | 347 | ||||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 583 | 0,69 | 69 | 0,00 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 20 972 | 16,24 | 2 487 | 15,51 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 43 039 | 4,07 | 5 104 | 3,42 | ||||
| 2026-05-21 | 13F | BankChampaign, National Association | 455 | 54 | ||||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 299 887 | 5,59 | 35 567 | 4,93 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 22 732 | 1,47 | 2 696 | 0,86 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 27 380 | 2,10 | 3 247 | 1,47 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 226 745 | 17,31 | 26 892 | 16,57 | ||||
| 2026-05-07 | 13F | AlphaCentric Advisors LLC | 6 519 | 171,17 | 773 | 170,28 | ||||
| 2026-05-15 | 13F | Wit, Llc | 2 263 922 | 8,37 | 268 501 | 7,69 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 258 197 | 21,18 | 31 | 20,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 23 506 | 6,43 | 2 788 | 5,77 | ||||
| 2026-05-05 | 13F | Altman Advisors, Inc. | 63 586 | 7 541 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 4 305 | 4,26 | 511 | 3,66 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 337 503 | 10,86 | 40 028 | 10,16 | ||||
| 2026-05-11 | 13F | Portfolio Design Labs, LLC | 91 782 | 37,87 | 10 885 | 37,00 | ||||
| 2026-05-15 | 13F | Permanens Capital L.P. | 257 944 | 1 462,54 | 30 592 | 1 452,89 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 24 614 | 24,71 | 2 919 | 23,95 | ||||
| 2026-05-04 | 13F | J. Safra Sarasin Holding AG | 9 485 | 31,66 | 1 125 | 30,85 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 371 059 | 3,86 | 44 008 | 3,21 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 23 156 | 1,09 | 2 746 | 0,48 | ||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 26 997 | 88,76 | 3 202 | 87,63 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 3 583 | 3,79 | 428 | 3,64 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 116 049 | 5,57 | 13 763 | 4,91 | ||||
| 2026-04-13 | 13F | Community Trust & Investment Co | 76 132 | 58,14 | 9 029 | 57,16 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 78 290 | 13,65 | 9 285 | 12,94 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 2 759 | 54,31 | 327 | 53,52 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 489 387 | 65,17 | 58 062 | 64,11 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 3 733 | 1,94 | 442 | 1,14 | ||||
| 2026-05-05 | 13F | Mirabaud & Cie SA | 188 618 | 2,26 | 22 370 | 1,62 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 46 362 | 262,29 | 5 498 | 260,05 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 23 758 | 7,27 | 2 818 | 6,58 | ||||
| 2026-04-07 | 13F | Martin Capital Partners, LLC | 9 690 | 0,57 | 1 | 0,00 | ||||
| 2026-05-01 | 13F | Brightwater Advisory LLC | 2 538 | 12,35 | 301 | 11,90 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 4 917 | 583 | ||||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 38 501 | 1,58 | 4 566 | 0,95 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 5 740 | 2,78 | 681 | 2,10 | ||||
| 2026-05-15 | 13F | Mittelman Wealth Management | 2 701 | 320 | ||||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 65 399 | 3,81 | 7 760 | 2,81 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1 084 487 | 9,72 | 128 620 | 9,03 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 7 808 | 0,58 | 922 | −0,43 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 45 303 | 9,23 | 5 373 | 8,55 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 218 | 10 800,00 | 26 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 897 314 | 12,05 | 106 421 | 11,35 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1 034 | 114,97 | 123 | 114,04 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2 360 | 35,24 | 282 | 35,10 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 26 619 | 3 157 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 81 764 | 2,50 | 9 697 | 1,86 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 7 948 | 949 | ||||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 5 336 | 189,06 | 631 | 186,82 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 6 493 | 770 | ||||||
| 2026-05-13 | 13F | Pioneer Family Office, LLC | 45 | 0,00 | ||||||
| 2026-05-11 | 13F | Camden Capital, LLC | 1 822 | 216 | ||||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 17 192 | 4,23 | 2 039 | 3,56 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 17 109 | 30,89 | 2 029 | 30,06 | ||||
| 2026-05-14 | 13F | Potomac Fund Management Inc /adv | 4 814 | 63,35 | 571 | 62,39 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 719 834 | 60,98 | 85 372 | 59,97 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 4 365 | 1,75 | 518 | 0,98 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 7 072 | 7,30 | 839 | 6,62 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 3 556 | 1,69 | 422 | 0,96 | ||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 8 998 | 0,42 | 1 067 | −0,19 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 40 974 | 343,35 | 4 859 | 340,93 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 2 612 | 12,01 | 310 | 11,15 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 22 751 | 6,23 | 2 700 | 134 900,00 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 94 147 | 5,87 | 11 166 | 5,20 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 3 033 | 360 | ||||||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 64 980 | 19,47 | 7 707 | 18,72 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 9 899 | 22,06 | 1 175 | 21,41 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 22 051 | 40,40 | 2 628 | 40,23 | ||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 44 061 | 2,64 | 5 226 | 1,99 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 59 473 | 13,53 | 7 054 | 12,81 | ||||
| 2026-05-04 | 13F | Bank Hapoalim Bm | 2 | 0,00 | ||||||
| 2026-05-11 | 13F | Haverford Trust Co | 162 535 | 6,33 | 19 277 | 5,66 | ||||
| 2026-05-07 | 13F | Summitpoint Capital Management | 45 170 | 5 391 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 14 320 | 82,07 | 1 698 | 81,02 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 13 342 | 29,25 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 7 112 | 120,94 | 843 | 119,53 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 218 | 0,93 | 26 | 0,00 | ||||
| 2026-05-05 | 13F | Midwest Professional Planners, LTD. | 67 075 | 5,10 | 7 955 | 4,45 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 68 855 | 10,25 | 8 166 | 9,55 | ||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 4 347 | 19,00 | 517 | 18,85 | ||||
| 2026-05-12 | 13F | Bnp Paribas | 21 565 | 11,94 | 2 558 | 11,22 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 71 394 | 3,76 | 8 521 | 3,62 | ||||
| 2026-04-06 | 13F | Israel Discount Bank of New York | 12 919 | 57,38 | 1 532 | 56,49 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 319 437 | 12,13 | 37 885 | 11,43 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 390 414 | 54,22 | 46 303 | 53,25 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 9 066 | 0,07 | 1 075 | −0,56 | ||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 17 392 | 2 058 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 2 735 908 | 11,47 | 324 479 | 10,77 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 47 200 | 475,61 | 5 598 | 472,29 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 38 657 | 4 585 | ||||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 2 615 | 1,28 | 310 | 0,65 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 846 | 72,30 | 100 | 72,41 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 121 560 | 14 349 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 2 037 091 | 311,61 | 241 599 | 309,02 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 29 872 | 2,60 | 3 543 | 1,96 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 2 148 | 6,65 | 255 | 5,83 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 38 636 | 20,76 | 4 582 | 20,01 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 24 490 | 0,51 | 2 905 | −0,10 | ||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 5 135 | 609 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2 845 738 | 4,39 | 337 219 | 3,69 | ||||
| 2026-04-17 | 13F | Values First Advisors, Inc. | 46 200 | 2,37 | 5 479 | 1,73 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 12 735 | 2,08 | 1 510 | 1,48 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 57 794 | 7,00 | 6 854 | 6,33 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 7 464 | 12,55 | 885 | 11,88 | ||||
| 2026-05-07 | 13F | Bingham Private Wealth, Llc | 17 030 | 9,98 | 2 020 | 9,25 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 39 | 5 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 9 501 | 71,25 | 1 127 | 70,09 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 33 809 | 4,67 | 4 010 | 3,99 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 63 154 | 167,61 | 7 | 250,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 113 025 | 0,46 | 132 004 | −0,17 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 145 646 | 3,88 | 17 274 | 3,23 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 18 028 | 0,21 | 2 138 | −0,42 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 8 084 | 1,09 | 959 | 0,42 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 4 049 | 480 | ||||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 19 496 | 2,95 | 2 312 | 2,30 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 46 229 | 16,79 | 5 483 | 16,05 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 9 557 | 81,38 | 1 133 | 80,25 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 27 020 | 3 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 56 | 7 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 106 867 | 13,75 | 12 625 | 12,60 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 206 | 24 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 44 125 | 1,91 | 5 233 | 1,28 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 16 776 | 0,22 | 1 990 | −0,40 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 9 100 | 1 079 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 16 770 | 127,27 | 1 989 | 125,91 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 6 063 | 719 | ||||||
| 2026-02-09 | 13F | Quest Partners LLC | 403 902 | 644,31 | 48 206 | 643,33 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 96 832 | 12,63 | 11 484 | 11,93 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 535 | 63 | ||||||
| 2026-05-07 | 13F | CVS HEALTH Corp | 182 800 | 21 680 | ||||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 62 079 | 7 362 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 19 260 | 238,85 | 2 284 | 236,87 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 4 918 | 583 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 5 248 | 130,28 | 622 | 129,52 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 357 210 | 24,63 | 42 365 | 23,85 | ||||
| 2026-05-15 | 13F | SummitTX Capital, L.P. | 62 958 | 0,30 | 7 467 | −0,33 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2 985 127 | 31,40 | 354 036 | 30,58 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 288 900 | 18,01 | 34 264 | 17,27 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 94 909 | 28,30 | 11 256 | 27,50 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3 057 | 75,09 | 0 | |||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 196 652 | 3,42 | 23 323 | 2,76 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 9 632 | 6,27 | 1 142 | 5,64 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 93 | 1 062,50 | 11 | |||||
| 2026-01-14 | 13F | ORG Partners LLC | 8 025 | 0,39 | 958 | 0,21 | ||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 232 | 28 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 55 | 7 | ||||||
| 2026-04-16 | 13F | CPR Investments Inc. | 8 843 | 19,26 | 1 049 | 18,55 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 92 792 | 11 | ||||||
| 2026-05-05 | 13F | Mariner Investment Group Llc | 7 638 | 906 | ||||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 110 902 | 0,63 | 13 153 | 0,00 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 2 777 | 7,93 | 329 | 7,17 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 1 | 0 | ||||||
| 2026-04-27 | 13F | Bulltick Wealth Management, LLC | 41 421 | 39,23 | 4 913 | 38,37 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 57 761 | 14,42 | 6 850 | 13,69 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 472 | 56 | ||||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 2 776 | 0,33 | 0 | |||||
| 2026-05-15 | 13F | Gould Capital, LLC | 126 530 | 19,24 | 15 006 | 18,49 | ||||
| 2026-05-13 | 13F | University of Illinois Foundation | 410 500 | 48 685 | ||||||
| 2026-05-08 | 13F | Logan Capital Management Inc | Put | 1 703 | 202 | |||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 10 310 | 2,73 | 1 218 | 1,75 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 2 730 | 0,40 | 0 | |||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 1 329 | 411,15 | 158 | 406,45 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 1 809 | 0 | ||||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 83 937 | 1,75 | 9 955 | 1,11 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 2 400 | 1,48 | 285 | 0,71 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 2 161 | 256 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 24 203 | 4,64 | 2 870 | 3,99 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 10 675 | 10,35 | 1 266 | 9,71 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 46 | 5 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 3 352 425 | 9,84 | 397 598 | 9,15 | ||||
| 2026-04-27 | 13F | Arrien Investments, Inc. | 2 712 | 5,69 | 322 | 4,90 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 36 072 | 12,97 | 4 278 | 12,28 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 5 538 | 95,28 | 654 | 93,49 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 132 084 | 5,26 | 15 665 | 4,61 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 412 543 | 3,21 | 48 928 | 2,56 | ||||
| 2026-04-17 | 13F | Braeburn Wealth Management LLC | 19 495 | 24,38 | 2 312 | 23,64 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 18 160 | 9,00 | 2 154 | 8,30 | ||||
| 2026-05-11 | 13F | Commerce Bank | 13 954 | 7,64 | 1 655 | 6,92 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 5 736 | 1,92 | 680 | 1,34 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 69 805 | 34,09 | 8 331 | 33,92 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 111 002 | 22,00 | 13 165 | 21,23 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 3 524 | 0,57 | 418 | −0,24 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 77 849 | 235,27 | 9 233 | 233,16 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 2 128 | 1,43 | 252 | 0,40 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 38 463 | 4 562 | ||||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 11 800 | 15,75 | 1 397 | 14,70 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 2 515 | 0,24 | 298 | −0,33 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 73 563 | 12,74 | 8 725 | 12,03 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 27 152 | 1,95 | 3 220 | 1,35 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 21 006 | 2 491 | ||||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 93 201 | 11,35 | 11 054 | 10,65 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 1 719 | 0,06 | 204 | −0,49 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 93 105 | 293,66 | 11 042 | 291,28 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 7 410 | 7,08 | 879 | 6,42 | ||||
| 2026-04-30 | 13F | Mmbg Investment Advisors Co. | 23 170 | 22,85 | 2 748 | 22,09 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 84 937 | 6,00 | 10 074 | 5,33 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1 968 957 | 0,73 | 233 518 | 0,10 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 451 719 | 118,36 | 53 574 | 116,98 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 2 155 | 23,50 | 256 | 22,60 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 137 565 | 2,34 | 16 315 | 1,70 | ||||
| 2026-04-14 | 13F | Meadowbrook Wealth Management, LLC | 2 387 | 283 | ||||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 14 101 | 33,72 | 1 672 | 32,91 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 101 966 | 0,25 | 12 093 | −0,38 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 94 670 | 5 139,07 | 11 228 | 5 121,86 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 127 | 15 | ||||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 6 362 | 80,12 | 755 | 79,10 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 214 | 25 | ||||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 1 734 | 3,09 | 206 | 2,50 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 3 485 | 59,42 | 413 | 58,85 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 26 952 | 4,57 | 3 196 | 3,90 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 227 262 | 54,51 | 27 | 52,94 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 1 762 | 210 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 6 212 | 737 | ||||||
| 2026-05-15 | 13F | EFG International AG | 33 025 | 27,60 | 3 917 | 26,81 | ||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 37 408 | 0,69 | 4 437 | 0,07 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 25 872 | 5,47 | 3 068 | 4,82 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 76 706 | 7,62 | 9 097 | 6,95 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 137 157 | 1,84 | 16 267 | 1,19 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 62 024 | 30,94 | 7 356 | 30,13 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 250 | 30 | ||||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 593 | 0,85 | 70 | 0,00 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 7 591 | 0,60 | 900 | 0,00 | ||||
| 2026-04-21 | 13F | Maseco Llp | 5 328 | 1 706,10 | 632 | 1 702,86 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 196 711 | 6,73 | 23 330 | 6,06 | ||||
| 2026-05-14 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 529 872 | 10,26 | 62 515 | 8,73 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 39 564 | 161,87 | 4 692 | 160,23 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 1 873 | 222 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 2 314 | 275 | ||||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 3 954 | 469 | ||||||
| 2026-05-13 | 13F | Transmarket Holdings LP | 51 067 | 599,16 | 6 057 | 595,29 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 2 589 | 307 | ||||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 2 923 | 62,21 | 347 | 60,93 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 15 903 | 29,18 | 1 886 | 28,39 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 487 319 | 3,99 | 57 796 | 3,33 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 3 553 | 65,56 | 421 | 64,45 | ||||
| 2026-04-24 | 13F | Ndwm Llc | 3 765 | 0,19 | 446 | −0,45 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 180 491 | 5,61 | 21 406 | 4,94 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 222 267 | 27,55 | 26 361 | 26,74 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 610 | 69,44 | 72 | 71,43 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 10 720 | 0,13 | 1 271 | −0,47 | ||||
| 2026-04-17 | 13F | Weaver Capital Management LLC | 231 359 | 27 439 | ||||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 2 349 | 11,38 | 279 | 10,76 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2 152 305 | 2,71 | 255 263 | 2,07 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 55 270 | 1,68 | 6 555 | 1,05 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 31 379 | 109,91 | 3 722 | 108,58 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 19 | 5,56 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 11 217 | 25,81 | 1 330 | 25,00 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 26 768 | 41,85 | 3 175 | 40,94 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 118 871 | 142,79 | 14 098 | 141,28 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 92 663 | 90,61 | 10 990 | 89,40 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 6 206 | 3,73 | 736 | 3,08 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 639 390 | 3,99 | 75 832 | 3,34 | ||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 8 502 | 1 008 | ||||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 7 223 | 857 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 148 034 | 193,04 | 17 557 | 191,19 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 2 441 | 2,18 | 290 | 1,40 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 830 | 2,34 | 98 | 2,08 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 2 403 767 | 10,47 | 285 087 | 9,77 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 13 049 | 19,23 | 1 548 | 18,45 | ||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 5 419 | 37,43 | 643 | 36,60 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 451 | 53 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 42 861 | 48,67 | 5 116 | 48,48 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 2 000 | 237 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 3 713 | 4,83 | 440 | 4,27 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 615 718 | 3,01 | 73 024 | 2,36 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 4 114 | 6,72 | 488 | 5,87 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 27 492 | 129,73 | 3 261 | 128,29 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 44 654 | 1,89 | 5 296 | 1,24 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 1 760 | 209 | ||||||
| 2026-04-28 | 13F | Timber Creek Capital Management LLC | 7 795 | 0,40 | 924 | −0,22 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 66 000 | 245,55 | 7 828 | 243,44 | |||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 702 | 83 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 256 392 | 30 408 | ||||||
| 2026-04-27 | 13F | DSG Capital Advisors, LLC | 49 973 | 12,80 | 5 927 | 12,15 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 7 381 | 4,24 | 875 | 3,55 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 25 015 | 108,01 | 2 967 | 106,69 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 225 998 | 2,04 | 26 803 | 1,40 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 341 421 | 3,94 | 40 493 | 3,29 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 1 713 | 34,25 | 0 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 81 600 | 180,41 | 9 678 | 178,64 | |||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 7 697 | 18,52 | 913 | 17,68 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 7 400 | 878 | |||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 8 121 | 2,51 | 963 | 1,90 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 4 786 | 37,10 | 568 | 36,30 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 27 841 | 3,31 | 3 302 | 2,64 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 25 226 | 46,48 | 2 992 | 45,55 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 741 | 1,37 | 88 | 0,00 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 52 086 | 6 177 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 683 | 16,16 | 81 | 15,71 | ||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 23 928 | 5,75 | 2 834 | 4,73 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 18 033 | 16,80 | 2 139 | 16,07 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 6 568 | 0,92 | 779 | 0,26 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 29 165 | 0,03 | 3 459 | −0,57 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 776 | 882,28 | 92 | 922,22 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 1 965 | 233 | ||||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 1 503 | 132,30 | 178 | 131,17 | ||||
| 2026-05-04 | 13F | Nwam Llc | 11 829 | 0,07 | 1 403 | −0,43 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 20 333 | 4,66 | 2 412 | 4,01 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 63 006 | 24,11 | 7 473 | 23,32 | ||||
| 2026-05-14 | 13F | Vernal Point Advisors, LLC | 20 964 | 1,23 | 2 486 | 0,61 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 1 843 | 4,54 | 219 | 3,81 | ||||
| 2026-05-04 | 13F | Camden National Bank | 60 421 | 7,97 | 7 166 | 7,29 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 5 622 | 667 | ||||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 478 423 | 3,10 | 56 741 | 2,46 | ||||
| 2026-04-22 | 13F | Aua Capital Management, Llc | 19 409 | 22,94 | 2 302 | 22,13 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 61 023 | 11,75 | 7 237 | 11,05 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 21 758 | 9,79 | 2 580 | 9,09 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 2 113 | 22,92 | 251 | 21,95 | ||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 15 024 | 13,37 | 1 772 | 11,87 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 12 385 | 216,19 | 1 469 | 214,35 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1 995 728 | 1,38 | 236 693 | 0,74 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 279 159 | 2,95 | 33 108 | 2,30 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 15 569 | 6,32 | 1 847 | 5,72 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 2 283 | 19,22 | ||||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 19 384 | 14,68 | 2 299 | 13,98 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 2 774 | 0,54 | 329 | −0,30 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 7 847 | 9,20 | 931 | 8,52 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 7 370 | 0,08 | 874 | −0,46 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 1 980 | 233 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 6 063 | 719 | ||||||
| 2026-05-05 | 13F | Mount Lucas Management LP | 43 217 | 160,30 | 5 126 | 158,71 |
