Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard World Fund - Vanguard Mega Cap Growth ETF inkluderar Victory Capital Management Inc, McMill Wealth Management, Diversify Wealth Management, Llc, Vanguard Advisers Inc, Evergreen Wealth Solutions, LLC, Junk Investment Group, LLC, Evolve Private Wealth, Llc, Cornerstone Wealth Group, LLC, Vanguard National Trust Co, UBS Group AG, Onyx Bridge Wealth Group LLC, Nicolet Bankshares Inc, Marin Bay Wealth Advisors, LLC, Foguth Wealth Management, LLC., Quent Long Short Global Small Cap Fund, LP, Mars Jewett Financial Group, Inc., Quadrant Private Wealth Management, LLC, Catalyst Financial Partners Llc, Independent Solutions Wealth Management, LLC, och Tiaa-cref Individual & Institutional Services, Llc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-29 | 13F | CVA Family Office, LLC | 1 824 | 0,05 | 670 | −10,90 | ||||
| 2026-05-15 | 13F | Carroll Investors, Inc | 7 668 | 411,20 | 564 | −9,05 | ||||
| 2026-04-27 | 13F | Acute Investment Advisory, Llc | 716 | 263 | ||||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 1 418 | 44,84 | 521 | 55,06 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 2 906 | 13,78 | 1 068 | 1,23 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 441 | 6,78 | 162 | 523,08 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 531 713 | 2,72 | 195 372 | −8,56 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2 314 | 0,43 | 850 | −10,62 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 17 488 | 59,85 | 6 426 | 42,30 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 75 664 | 0,78 | 27 802 | −10,28 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 1 289 | 11,22 | 0 | |||||
| 2026-04-07 | 13F | Hoffman, Alan N Investment Management | 12 921 | 2,49 | 4 748 | −8,76 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 1 900 | 3,32 | 698 | −8,17 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 799 | 42,93 | 294 | 27,39 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 5 793 | 160,71 | 487 | −46,06 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 1 734 | 637 | ||||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 4 187 | 1 538 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 10 134 | 29,81 | 3 767 | 16,91 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 1 223 | 2,09 | 449 | −9,11 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 466 332 | 2,00 | 171 349 | −9,20 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 14 308 | 679,73 | 5 257 | 594,45 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 11 181 | 10,85 | 4 156 | 0,92 | ||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 8 783 | 3,71 | 3 455 | −1,14 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 2 809 | 6,32 | 1 032 | −5,32 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 978 | 0 | ||||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 7 | 3 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 13 749 | 22,93 | 5 052 | 9,42 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 8 529 | 54,34 | 3 134 | 37,41 | ||||
| 2026-05-08 | 13F | Alps Advisors Inc | 58 095 | 3,55 | 21 346 | −7,82 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 4 217 | 0,07 | 1 550 | −10,93 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 126 | 46 | ||||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 6 794 | 2 496 | ||||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 2 196 | 1,67 | 807 | −9,43 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 8 573 | 3,44 | 3 150 | −7,92 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 7 082 | 2,43 | 2 602 | −8,80 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 1 052 | 0,10 | 387 | −11,06 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1 594 | 586 | ||||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 5 771 | 20,23 | 2 120 | 7,02 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 3 069 | 81,49 | 1 128 | 61,69 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 6 444 | 0,81 | 2 368 | −10,27 | ||||
| 2026-05-15 | 13F | Mars Jewett Financial Group, Inc. | 2 266 | 833 | ||||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 52 | 19 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 3 914 | 14,78 | 1 | 0,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 31 093 | 1,23 | 11 425 | −9,88 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 7 989 | 3,55 | 3 298 | 6,18 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 1 211 | 0,33 | 445 | −10,84 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 7 443 | 109,54 | 2 735 | 86,49 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 3 482 | 104,82 | 1 279 | 82,45 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 11 708 | 9,31 | 4 302 | −2,69 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 172 | 0,58 | 63 | −10,00 | ||||
| 2026-04-28 | 13F | Fortune 45 LLC | 7 315 | 0,08 | 2 688 | −10,49 | ||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 1 011 | 0,10 | 372 | −10,82 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 13 600 | 161,54 | 4 997 | 132,85 | |||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 787 | 9,15 | 289 | −2,69 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 9 032 | 0,66 | 3 319 | −10,40 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 142 300 | 1 029,37 | 52 287 | 905,50 | |||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 4 063 | 1 510 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 796 750 | 4,63 | 292 772 | −6,93 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 1 707 | 1,67 | 627 | −9,52 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 1 780 | 1,37 | 654 | −9,67 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 30 | 11,11 | 11 | 0,00 | ||||
| 2026-04-22 | 13F | Rolek Wealth Management LLC | 2 218 | 0,05 | 815 | −11,04 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 1 207 | 0,08 | 444 | −10,87 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 2 201 | 809 | ||||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 1 094 | 15,40 | 402 | 2,81 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 7 206 | 0,91 | 2 648 | −10,18 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 22 990 | 3,50 | 8 448 | −7,86 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 9 904 | 6,40 | 4 | 0,00 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 11 707 | 4 302 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 111 482 | 4,83 | 41 | −6,98 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 3 058 | 7,26 | 1 124 | −4,51 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 2 239 | 131,54 | 823 | 106,02 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 97 943 | 4,63 | 35 988 | 4,99 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 101 | 37 | ||||||
| 2026-04-23 | 13F | Bell Bank | 1 381 | 5,50 | 507 | −6,11 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 3 711 | 1,06 | 1 364 | −10,03 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 810 | 40,38 | 298 | 24,79 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 8 685 | 715 | ||||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 2 311 | 3,35 | 849 | −7,92 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 6 | 2 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 1 276 | 23,29 | 469 | 9,60 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 3 423 | 1,12 | 1 258 | −10,02 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 63 | 23 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 254 840 | 15,25 | 93 638 | 2,59 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 6 206 | 75,21 | 2 280 | 55,95 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 1 016 | 373 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 6 584 | 89,90 | 2 419 | 69,04 | ||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 49 157 | 0,83 | 18 048 | −10,31 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 6 183 | 851,23 | 2 272 | 747,39 | ||||
| 2026-05-11 | 13F | Commerce Bank | 1 537 | 21,41 | 565 | 8,05 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 3 202 | 391,86 | 267 | 6,37 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 3 924 | 0,10 | 1 442 | −10,94 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 8 099 | 63,52 | 2 976 | 45,67 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 1 246 | 26,75 | 458 | 12,84 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 2 028 | 7,42 | 745 | −4,36 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 3 842 | 400,91 | 327 | 5,48 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 7 431 | 1 416,53 | 2 730 | 1 251,49 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 635 | 233 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 717 | 26,90 | 264 | 12,88 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 1 031 | 15,71 | 379 | 3,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 29 404 | 6,99 | 10 804 | −4,75 | ||||
| 2026-05-05 | 13F | UBS Group AG | Put | 4 500 | 1 653 | |||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 1 477 | 8,05 | 543 | −3,90 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 43 166 | 24,48 | 15 861 | 10,81 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 168 | 33,33 | 62 | 17,31 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 63 | 23 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 14 086 | 38,71 | 5 176 | 23,50 | ||||
| 2026-02-13 | 13F | Barclays Plc | 655 | 37,32 | 270 | 41,36 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 1 375 | 18,64 | 568 | 21,67 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 3 | 1 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 4 199 | 1,18 | 1 543 | −9,93 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 541 188 | 20,10 | 200 735 | 7,92 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 13 727 | 5 044 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 17 291 | 6 353 | ||||||
| 2026-04-08 | 13F | Erickson Financial Group, LLC | 74 021 | 2,88 | 27 198 | −8,41 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 83 274 | 1,79 | 30 598 | −9,39 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 15 | 0 | ||||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 4 295 | 0,14 | 1 578 | −10,85 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 643 | 236 | ||||||
| 2026-05-15 | 13F | EFG International AG | 120 | 44 | ||||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 14 746 | 6,17 | 5 418 | −5,48 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 1 018 | 0,59 | 374 | −10,55 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 29 056 | 4,80 | 10 676 | −6,71 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 5 334 | 6,68 | 1 960 | −5,04 | ||||
| 2026-05-15 | 13F | Steffes Financial, Ltd. | 635 | 0,32 | 233 | −10,73 | ||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 20 216 | 23,10 | 7 428 | 9,59 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 843 | −14,08 | ||||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 176 | 65 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 126 300 | 3,16 | 46 408 | −8,17 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 447 | 164 | ||||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 49 661 | 3,35 | 18 247 | −8,71 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 1 999 | 117,99 | 735 | 94,18 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 5 098 | 0,10 | 1 873 | −10,89 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 70 315 | 61,15 | 25 836 | 43,45 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 963 | 354 | ||||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 4 430 | 17,07 | 1 628 | 4,23 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 15 899 | 97,50 | 5 842 | 75,83 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 552 | 203 | ||||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 1 426 | 0,07 | 524 | −10,88 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 779 | 0,39 | 286 | −10,62 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 32 676 | 2,65 | 12 006 | −8,62 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 9 132 | 0,13 | 3 355 | −10,87 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 804 | 0,88 | 310 | −5,49 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 94 646 | 1 247,85 | 34 777 | 1 100,00 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 21 418 | 11,59 | 7 870 | −0,67 | ||||
| 2026-05-07 | 13F | Resolute Advisors LLC | 25 197 | 0,09 | 9 258 | −10,90 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 1 759 | 1,85 | 654 | −8,29 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 723 | 266 | ||||||
| 2026-04-10 | 13F | Finward Bancorp | 6 388 | 0,74 | 2 347 | −10,32 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 208 | 76 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 5 394 | 326,07 | 396 | −24,14 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 10 101 | 1,97 | 3 712 | −9,22 | ||||
| 2026-05-15 | 13F | Knightsbridge Asset Management, Llc | 20 158 | 17,69 | 7 407 | 4,77 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 2 393 | 201 | ||||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 816 | 300 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 91 914 | 40,15 | 37 939 | 43,75 | ||||
| 2026-05-04 | 13F | Mosaic Advisors LLC | 20 346 | 400,39 | 1 714 | 2,15 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 6 216 | 0,16 | 2 284 | −10,82 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 2 541 | 0,04 | 934 | −10,97 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 10 969 | 29,86 | 4 031 | 15,61 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 3 368 | 0,15 | 1 238 | −10,88 | ||||
| 2026-04-08 | 13F | Clarus Wealth Advisors | 54 724 | 1,17 | 20 472 | −8,60 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 11 111 | 1,52 | 4 083 | −9,63 | ||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 1 775 | 1,72 | 652 | −9,44 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 791 | 184,53 | 67 | −41,23 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 1 127 | 83,55 | 414 | 63,64 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 420 | 323,88 | 528 | 281,88 | ||||
| 2026-05-13 | 13F | McMill Wealth Management | 18 057 | 2 498 | ||||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 17 | 7 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 929 | 9,68 | 341 | −2,29 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 2 478 | 0,24 | 911 | −10,78 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 2 223 | 0,68 | 817 | −10,43 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 15 532 | 23,89 | 5 707 | 10,28 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 1 340 | 0,15 | 492 | −10,87 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 3 363 | 97,82 | 1 236 | 76,32 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 53 177 | 19 539 | ||||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 590 | 217 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 69 764 | 10,62 | 25 634 | −1,53 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 425 | 156 | ||||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 1 000 | 367 | ||||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 221 | 1,84 | 81 | −8,99 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 5 774 | 8,64 | 2 121 | −3,28 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 326 511 | 5,96 | 119 973 | −5,61 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 54 061 | 3,13 | 19 864 | −8,19 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 6 383 | 1,87 | 2 345 | −9,32 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1 567 | 46,45 | 576 | 30,39 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 6 901 | 6,14 | 2 536 | −5,52 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 1 215 | 16,38 | 446 | 3,72 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 18 048 | 9,73 | 7 450 | 12,56 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 609 | 3,57 | 224 | −7,85 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 2 472 | 1 020 | ||||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 9 160 | 2,32 | 3 366 | −7,38 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 12 952 | 4 759 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 10 384 | 0,58 | 3 815 | −10,47 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 77 | 28 | ||||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 1 375 | 400,00 | 116 | 2,65 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 25 852 | 20,98 | 9 499 | 7,70 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 2 484 | 0,04 | 913 | −11,02 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 546 | 201 | ||||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 3 250 | 400,00 | 288 | 10,77 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 54 | 20 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 37 665 | 7,23 | 13 840 | −4,55 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 81 110 | 401,20 | 5 961 | −10,77 | ||||
| 2026-04-30 | 13F | Barnett & Company, Inc. | 911 | 0,66 | 335 | −10,46 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 2 038 | 1,39 | 749 | −9,77 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 192 273 | 2,05 | 70 655 | −9,16 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 12 723 | 7,78 | 4 675 | −4,06 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 8 744 | 7,21 | 3 213 | −4,58 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 21 492 | 42,45 | 7 897 | 26,82 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 20 978 | 364,32 | 7 708 | 313,52 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 2 899 | 4,92 | 1 065 | −6,58 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 185 052 | 1,16 | 67 996 | −9,95 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | 1 013 | 25,68 | 372 | 12,05 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 130 | 116,67 | 47 | 100,00 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 18 318 | 418,34 | 1 539 | 6,44 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 233 737 | 6,01 | 85 884 | −5,63 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 10 068 | 11,87 | 3 699 | −0,40 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 4 311 | 0,58 | 1 584 | −10,46 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 3 191 | 2,41 | 1 173 | −8,86 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 4 708 | 48,33 | 1 730 | 31,98 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 1 059 | 20,62 | 389 | 7,46 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 24 602 | 2,10 | 9 040 | −9,12 | ||||
| 2026-02-13 | 13F | LFG Wealth Partners, LLC | 602 | 248 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 14 079 | 78,46 | 5 173 | 58,88 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 2 597 | 237 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 4 598 | 40,23 | 2 | 0,00 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 3 006 | 1 104 | ||||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 3 674 | 19,64 | 1 350 | 6,47 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 159 | 66 | ||||||
| 2026-04-28 | 13F | Sheridan Capital Management, LLC | 8 336 | 1,97 | 3 059 | −9,34 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 3 986 | 340 | ||||||
| 2026-04-20 | 13F | Bennett Associates Wealth Management | 33 191 | 11,36 | 12 196 | −0,88 | ||||
| 2026-04-21 | 13F | Sicart Associates LLC | 15 371 | 3,36 | 5 648 | −8,00 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 29 | 0 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 711 289 | 5,93 | 261 356 | −5,70 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 713 | 0,14 | 262 | −10,92 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 923 | 21,77 | 339 | 8,65 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 117 | 74,63 | 43 | 55,56 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 52 | 19 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 1 259 | 0,16 | 463 | −10,81 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 17 341 | 1 451 | ||||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 1 218 | 7,50 | 448 | −4,28 | ||||
| 2026-05-15 | 13F | Okabena Investment Services Inc | 39 848 | 55,64 | 14 642 | 38,54 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 698 | 256 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 31 988 | 8,34 | 13 205 | 11,10 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 195 895 | 4,91 | 71 952 | −6,64 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 1 740 | 18,93 | 640 | 5,79 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 1 483 | 545 | ||||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 303 | 65,57 | 0 | |||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 530 | 0,19 | 195 | −11,01 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 49 486 | 1,11 | 18 183 | −10,00 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 80 573 | 0,89 | 29 606 | −10,19 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 3 881 | 0,86 | 1 426 | −10,20 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 11 330 | 5,88 | 4 163 | −5,75 | ||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 18 082 | 2,73 | 6 644 | −8,56 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 895 | 7,83 | 329 | −4,09 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 1 147 | 2,69 | 421 | −8,68 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 586 | 242 | ||||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 4 057 | 19,29 | 1 491 | 6,20 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 61 152 | 29,59 | 21 741 | 11,62 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 3 792 | 87,35 | 1 393 | 66,83 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 2 903 | 118,43 | 1 067 | 94,53 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 1 545 | 13,35 | 568 | 0,89 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 16 081 | 149,74 | 5 909 | 122,36 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 21 669 | 0,36 | 7 975 | −10,66 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 682 | 0,15 | 250 | −11,03 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 26 808 | 64,59 | 9 851 | 46,51 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 1 440 | 0,14 | 529 | −10,96 | ||||
| 2026-05-12 | 13F | Legacy Advisory Services, LLC | 1 682 | 6,39 | 618 | −5,21 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 1 265 | 0,08 | 465 | −10,94 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 426 | 1,43 | 158 | −8,67 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 8 237 | 3,27 | 3 027 | −8,08 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 24 267 | 5,67 | 8 917 | −5,94 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 9 779 | 3,05 | 3 790 | −3,64 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 63 175 | 413,78 | 23 213 | 357,40 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2 599 | 405,64 | 955 | 350,00 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 939 | 13,41 | 361 | 4,65 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 11 | 4 | ||||||
| 2026-05-12 | 13F | Tme Financial, Inc. | 3 725 | 3,82 | 1 369 | −7,57 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 7 745 | 4,23 | 3 179 | 3,65 | ||||
| 2026-05-04 | 13F | IFC Advisors LLC | 187 508 | 2,77 | 68 898 | −8,51 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 941 | 0,43 | 346 | −10,62 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 3 432 | 326,87 | 1 | |||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 235 025 | 27,44 | 86 437 | 13,47 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 1 505 | 14,36 | 553 | 1,66 | ||||
| 2026-05-15 | 13F | Clifford Group, LLC | 29 165 | 4,49 | 10 716 | −6,99 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 9 324 | 0,11 | 3 426 | −10,90 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 2 680 | 11,76 | 985 | −0,51 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 322 | 118 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 65 414 | 11,42 | 24 039 | −0,82 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 610 | 7,21 | 224 | −4,27 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 3 701 | 4,34 | 1 360 | −7,17 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 2 502 | 113,85 | 919 | 90,66 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 1 420 | 4,41 | 522 | −7,13 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 2 204 | 2,80 | 810 | −8,59 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 2 192 | 21,58 | 806 | 8,20 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 2 468 | 0,04 | 907 | −11,00 | ||||
| 2026-04-29 | 13F | Live Oak Investment Partners | 1 169 | 1,74 | 430 | −9,49 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 5 667 | 31,70 | 416 | −76,58 | ||||
| 2026-04-23 | 13F | Eagle Wealth Advisors LLC | 8 809 | 5,27 | 3 237 | −6,28 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 10 923 | 18,86 | 4 014 | 133 666,67 | ||||
| 2026-04-23 | 13F | DiPaolo Financial Group, Inc. | 2 008 | 0,05 | 738 | −10,99 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 706 | 1,88 | 259 | −9,44 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 283 | 152,68 | 117 | 157,78 | ||||
| 2026-05-15 | 13F | Investment Counsel Co Of Nevada | 69 | 25 | ||||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 6 | 2 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 1 281 | 1 730,00 | 475 | 1 596,43 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 5 176 | 25,27 | 1 603 | −6,04 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2 043 | 54,77 | 751 | 37,87 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3 871 | 38,30 | 1 422 | 23,12 | ||||
| 2026-04-23 | 13F | Pathway Financial Advisers, LLC | 9 075 | 15,99 | 3 335 | 3,25 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 10 349 | 3,44 | 3 803 | −7,92 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 89 305 | 2,61 | 32 814 | −8,66 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 1 886 | 6,80 | 693 | −4,81 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 1 854 | 12,50 | 681 | 0,15 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 6 577 | 6,84 | 2 417 | −4,92 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 96 | 45,45 | 35 | 29,63 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 5 506 | 2,19 | 2 023 | −9,04 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 5 413 | 3,32 | 1 989 | −8,04 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 168 397 | 5,68 | 64 625 | −1,75 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 53 499 | 19 658 | ||||||
| 2026-04-14 | 13F | FC Advisory LLC | 93 265 | 0,69 | 34 269 | −10,37 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 747 | 0,13 | 274 | −11,04 | ||||
| 2026-05-05 | 13F | PFG Advisors | 3 320 | 4,70 | 1 220 | −6,80 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 150 | 62 | ||||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 16 656 | 27,64 | 6 120 | 13,63 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 12 380 | 8,23 | 4 549 | −3,66 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 348 | 22,97 | 128 | 9,48 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 5 675 | 1,98 | 2 085 | −9,23 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 6 535 | 11,86 | 2 401 | −0,41 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 47 148 | 7,68 | 17 324 | −4,15 | ||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 30 770 | 0,73 | 11 306 | −10,33 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 3 428 | 16,80 | 1 260 | 3,96 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 19 609 | 4,01 | 7 205 | −7,40 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 152 036 | 6,12 | 55 864 | −5,53 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 4 180 | 1,11 | 1 536 | −10,02 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 67 | 191,30 | 25 | 166,67 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 1 413 | 0,07 | 519 | −10,82 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 1 711 | 1,78 | 629 | −9,38 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 41 | 15 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 4 069 | 19,33 | 1 495 | 6,25 | ||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 1 280 | 0,08 | 470 | −10,82 | ||||
| 2026-04-14 | 13F | Cdm Financial Counseling Services, Inc. | 9 895 | 2,50 | 3 636 | −8,76 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 19 109 | 69,87 | 7 021 | 55,13 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 5 227 | 400,19 | 437 | 1,39 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 1 576 | 3,28 | 579 | −7,95 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 51 209 | 3,94 | 18 816 | −7,47 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 24 589 | 5,23 | 9 035 | −6,34 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 555 | 204 | ||||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 21 811 | 12,35 | 7 710 | −4,47 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 1 514 | 10,59 | 556 | −1,59 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 9 | 3 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 148 495 | 28,71 | 52 492 | 10,23 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 4 394 | 1,36 | 1 615 | −9,78 | ||||
| 2026-05-07 | 13F | Stone Wealth Partners | 11 760 | 5,00 | 4 321 | −6,55 | ||||
| 2026-04-21 | 13F | Northeast Investment Management | 45 713 | 3,89 | 16 797 | −7,52 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 1 078 | 396 | ||||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 3 324 | 0,73 | 1 221 | −10,42 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 39 324 | 344,34 | 14 449 | 295,65 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 1 139 | 7,55 | 419 | −4,35 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 7 883 | 2 897 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 9 636 | 37,62 | 3 540 | 22,49 | ||||
| 2026-05-14 | 13F | Virtu Financial LLC | 27 833 | 10 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 45 064 | 4,48 | 16 558 | −6,99 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 7 667 | 16,79 | 2 817 | 3,99 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 27 060 | 17,21 | 9 943 | 4,82 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 22 972 | 0,02 | 8 441 | −10,96 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 434 071 | 17,94 | 159 495 | 4,99 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 983 | 0,10 | 361 | −10,86 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 114 | 9,62 | 42 | −4,65 | ||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 275 168 | 0,30 | 101 108 | −10,71 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 3 719 368 | 1,31 | 1 366 645 | −9,81 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 791 | 291 | ||||||
| 2026-05-12 | 13F | M&t Bank Corp | 1 059 | 42,72 | 389 | 27,12 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 1 072 | 0,94 | 394 | −10,27 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 39 481 | 1,58 | 14 507 | −9,58 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 6 596 | 7,72 | 2 424 | −4,12 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 9 220 | 0,11 | 2 998 | −21,15 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 37 680 | 4,82 | 13 845 | −6,69 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 1 411 | 1,44 | 518 | −9,76 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 1 895 | 696 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 78 | 550,00 | 0 | |||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 1 881 | 3,52 | 691 | −7,87 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 616 | 226 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 622 | 0,16 | 228 | −10,94 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 286 053 | 23,54 | 105 169 | 9,98 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 308 | 142,52 | 113 | 117,31 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 4 053 | 0,10 | 1 489 | −10,89 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 226 498 | 75 906,04 | 83 225 | 67 561,79 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 33 600 | 168,80 | 12 346 | 139,29 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | 11 691 | 2 233,53 | 4 296 | 1 984,95 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 11 600 | 404,35 | 4 262 | 349,10 | |||
| 2026-05-15 | 13F | Fmr Llc | 41 002 | 6,33 | 15 066 | −5,35 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 10 320 | 1 347,41 | 3 792 | 1 189,46 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 592 | 218 | ||||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 4 052 | 3,18 | 1 489 | −8,15 | ||||
| 2026-04-20 | 13F | City State Bank | 2 597 | 13,06 | 954 | 0,63 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 9 530 | 400,00 | 790 | 0,38 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 736 | 4,69 | 270 | −6,90 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 4 275 | 31,34 | 1 571 | 16,90 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 119 065 | 1,90 | 43 749 | −9,29 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 9 984 | 53,79 | 3 669 | 36,92 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 41 822 | 11,08 | 15 367 | −1,11 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 106 | 39 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 28 409 | 4,44 | 10 439 | −7,03 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 749 477 | 0,22 | 275 388 | −10,79 | ||||
| 2026-05-07 | 13F | Lakeshore Financial Planning, Inc. | 1 657 | 8,09 | 609 | −3,80 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 13 378 | 2,77 | 4 916 | −8,52 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 3 817 | 1 402 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 25 122 | 0,24 | 9 | −10,00 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 1 010 | 3,80 | 371 | −7,48 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 1 930 | 709 | ||||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 996 | 0,10 | 366 | −10,98 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 12 084 | 7,23 | 4 440 | −4,10 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 9 609 | 9,18 | 3 531 | −2,81 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 1 537 | 8,62 | 565 | −3,42 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 43 365 | 3 867,52 | 15 934 | 3 440,89 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 6 851 | 6,22 | 2 517 | −5,45 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 203 | 45,00 | 75 | 29,82 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 4 638 | 545,96 | 1 704 | 475,68 | ||||
| 2026-05-11 | 13F | Jackson Wealth Management, LLC | 13 290 | 1,66 | 4 883 | −9,51 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 10 645 | 7,14 | 3 911 | −4,63 | ||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 1 339 | 9,13 | 492 | −2,77 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 52 217 | 5,33 | 19 187 | −6,24 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 7 150 | 53,53 | 2 627 | 36,68 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 13 232 | 17,63 | 5 462 | 20,66 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 1 104 | 71,16 | 459 | 72,56 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 175 | 64 | ||||||
| 2026-05-04 | 13F | Archer Investment Corp | 6 | 50,00 | 2 | 100,00 |
