Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i ALPS ETF Trust - Alerian MLP ETF inkluderar TIAA Wealth Investment Management LLC, Tiaa-cref Individual & Institutional Services, Llc, Legacy Financial Independent Advisors Llc, Ardsley Advisory Partners Lp, Prota Financial, LLC, Aventail Capital Group, LP, Surience Private Wealth Llc, Capital Advisors Wealth Management, LLC, Foundations Investment Advisors, LLC, TCFG Investment Advisors, LLC, Icapital Wealth Llc, Everest Financial Group LLC, Genesis Financial Group, LLC, Fortress Financial Solutions, LLC, AMG National Trust Bank, Consolidated Capital Management, Llc, Helen Stephens Group, LLC, Innovative Asset Advisors Group, LLC, Simplicity Wealth,LLC, och First Western Trust Bank .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 45 500 | 13,75 | 2 395 | 27,39 | |||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 14 878 | 1,98 | 783 | 14,31 | ||||
| 2026-04-27 | 13F | Forte Asset Management Llc | 59 602 | 2,56 | 3 137 | 14,82 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 20 211 | 25,22 | 1 064 | 40,24 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 32 687 | 5,17 | 2 | 0,00 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 9 779 | 0,28 | 515 | 12,23 | ||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 1 000 | 53 | ||||||
| 2026-05-05 | 13F | Rockport Wealth LLC | 12 934 | 129,49 | 681 | 156,60 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 7 041 | 421,94 | 371 | 487,30 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 247 | 8,81 | 13 | 30,00 | ||||
| 2026-04-27 | 13F | Ergawealth Advisors, Inc. | 8 954 | 2,79 | 471 | 15,16 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 882 651 | 6,84 | 46 463 | 19,61 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 47 415 | 17,36 | 2 496 | 31,38 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 6 218 | 327 | ||||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 25 907 | 4,50 | 1 364 | 17,00 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 88 436 | 6,69 | 4 655 | 19,45 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 247 302 | 55,71 | 13 018 | 74,33 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 4 442 | 234 | ||||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 7 992 | 421 | ||||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 159 937 | 8 419 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 3 195 287 | 3,67 | 168 200 | 16,06 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 115 759 | 2,69 | 6 094 | 14,96 | ||||
| 2026-04-08 | 13F | Dover Advisors, Llc | 10 726 | 14,50 | 565 | 28,18 | ||||
| 2026-04-20 | 13F | Surience Private Wealth Llc | 79 809 | 4 201 | ||||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 245 708 | 1,49 | 12 934 | 13,62 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 40 694 | 13,44 | 2 142 | 27,05 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 263 | 0,38 | 14 | 8,33 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 24 633 | 224,89 | 1 297 | 264,04 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 183 167 | 9 591 | ||||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 2 064 | 109 | ||||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 4 029 | 212 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 1 041 | 6,66 | 0 | |||||
| 2026-05-13 | 13F | Invst, LLC | 21 016 | 9,21 | 1 106 | 22,35 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 2 090 | 98 | ||||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 18 974 | 8,46 | 999 | 21,41 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 29 591 | 2,74 | 1 558 | 14,99 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 20 987 | 0,48 | 1 105 | 12,42 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 32 269 | 2,93 | 1 690 | 14,65 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 14 010 | 1,28 | 737 | 13,38 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 26 416 | 0,85 | 1 391 | 12,10 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 6 786 | 0,22 | 357 | 12,26 | ||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 37 609 | 25,55 | 1 980 | 40,55 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 114 160 | 81,84 | 5 650 | 91,43 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 45 705 | 16,24 | 2 406 | 30,14 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 19 244 | 1,37 | 1 013 | 13,57 | ||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 9 128 | 12,69 | 480 | 26,32 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Put | 9 700 | 125,58 | 511 | 152,48 | |||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Call | 144 900 | 112,78 | 7 628 | 138,19 | |||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 62 393 | 53,72 | 3 284 | 72,12 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1 024 383 | 2,10 | 53 924 | 14,30 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 27 677 | 0,75 | 1 457 | 12,78 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 3 689 | 147,58 | 194 | 177,14 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 9 365 | 1,94 | 493 | 14,15 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 74 791 | 3,06 | 3 937 | 15,36 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 6 190 | 326 | ||||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 35 629 | 166,62 | 1 876 | 191,60 | ||||
| 2026-04-28 | 13F | Cushing Asset Management, Lp | Put | 100 000 | 5 264 | |||||
| 2026-05-15 | 13F | Shepherd Kaplan Krochuk, Llc | 9 562 | 1,69 | 503 | 13,80 | ||||
| 2026-05-12 | 13F | Wakefield Asset Management LLLP | 27 691 | 2,01 | 1 458 | 14,18 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 47 272 | 26,55 | 2 462 | 40,21 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 10 858 | 0,72 | 572 | 12,85 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 52 213 | 1,85 | 2 748 | 14,02 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 67 325 | 23,61 | 3 544 | 38,40 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 70 282 | 12,40 | 3 700 | 25,82 | ||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 83 887 | 16,52 | 4 416 | 30,43 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 8 000 | 421 | ||||||
| 2026-05-15 | 13F | Aventail Capital Group, LP | 94 366 | 4 967 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 94 936 | 17,49 | 4 997 | 31,53 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 28 218 | 9,11 | 1 485 | 22,12 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 17 171 | 1,66 | 904 | 13,73 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 42 155 | 26,45 | 2 219 | 41,61 | ||||
| 2026-05-15 | 13F | Stansberry Asset Management, Llc | 231 837 | 208,81 | 12 204 | 245,79 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 34 258 | 7,34 | 1 803 | 180 200,00 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 30 272 | 14,86 | 1 594 | 28,57 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 4 994 | 163,67 | 263 | 194,38 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 59 646 | 310,39 | 3 140 | 359,59 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 48 792 | 27,55 | 2 538 | 28,31 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 24 443 | 0,53 | 1 287 | 12,51 | ||||
| 2026-05-15 | 13F | Ardsley Advisory Partners Lp | 200 000 | 10 528 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 102 016 | 19,06 | 5 370 | 33,28 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 4 027 | 265,43 | 212 | 313,73 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 60 530 | 43,49 | 3 186 | 60,67 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 10 225 | 0,32 | 538 | 12,32 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 24 740 | 211,55 | 1 163 | 212,63 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 15 399 | 811 | ||||||
| 2026-04-21 | 13F | Wealth Effects Llc | 10 755 | 35,03 | 566 | 51,34 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 73 190 | 62,99 | 3 853 | 82,47 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 5 991 | 315 | ||||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 52 933 | 8,62 | 2 786 | 21,61 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 292 167 | 6,26 | 15 380 | 18,96 | ||||
| 2026-05-08 | 13F | Cura Wealth Advisors, Llc | 42 850 | 0,06 | 2 256 | 12,02 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 4 513 | 1,32 | 238 | 13,40 | ||||
| 2026-05-04 | 13F | Nwam Llc | 157 549 | 0,94 | 8 293 | 11,71 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 1 345 764 | 12,30 | 70 841 | 25,73 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 3 842 | 202 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5 459 | 11,23 | 287 | 24,78 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 25 335 | 182,85 | 1 334 | 216,63 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 19 688 | 8,06 | 1 036 | 21,03 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 566 | 466,00 | 30 | 625,00 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 7 648 | 41,47 | 403 | 58,27 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 4 298 | 228 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 179 130 | 10,40 | 9 429 | 23,59 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 272 698 | 1,63 | 14 355 | 13,77 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 40 | 2 | ||||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 26 271 | 1 399 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 41 198 | 17,86 | 2 169 | 31,95 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 4 118 | 217 | ||||||
| 2026-04-30 | 13F | Left Brain Wealth Management, LLC | 154 731 | 5,29 | 8 145 | 17,87 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1 395 | 36,23 | 73 | 52,08 | ||||
| 2026-04-10 | 13F | Lake Hills Wealth Management, LLC | 127 734 | 18,06 | 6 724 | 32,16 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 4 036 | 212 | ||||||
| 2026-05-07 | 13F | Insight 2811, Inc. | 4 247 | 224 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 800 | 42 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1 634 533 | 15,97 | 86 042 | 29,83 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 89 629 | 9,86 | 4 718 | 22,99 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 4 757 | 224 | ||||||
| 2026-04-22 | 13F | HFG Wealth Management, LLC | 35 049 | 0,65 | 1 845 | 12,65 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 391 | 11,11 | ||||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 6 900 | 2,99 | 363 | 15,24 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 410 468 | 5,92 | 21 607 | 18,58 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 40 244 | 0,34 | 2 118 | 12,36 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 181 | 34,07 | 10 | 50,00 | ||||
| 2026-04-14 | 13F | Meadowbrook Wealth Management, LLC | 11 633 | 44,82 | 612 | 62,33 | ||||
| 2026-04-29 | 13F | SAM Advisors, LLC | 66 159 | 2,24 | 3 483 | 14,46 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 1 857 | 30,41 | 98 | 46,97 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 1 825 | 0,16 | 96 | 12,94 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 700 | 600,00 | 37 | 800,00 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 3 145 | 166 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 189 901 | 14,69 | 9 996 | 140,17 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 8 569 | 2,50 | 451 | 14,76 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 65 | 3 | ||||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 64 079 | 1,38 | 3 373 | 13,53 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 942 | 102 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co | 3 226 | 1,80 | 169 | 13,51 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 22 300 | 1 174 | ||||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 4 018 | 212 | ||||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 106 520 | 76,63 | 5 607 | 97,78 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 10 705 | 127,52 | 537 | 142,99 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 107 732 | 52,41 | 5 671 | 70,66 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 9 893 | 521 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 797 815 | 166,84 | 42 | 192,86 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 7 139 | 10,70 | 376 | 23,76 | ||||
| 2026-01-29 | 13F | Comerica Bank | 113 357 | 1,51 | 5 330 | 1,72 | ||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 97 756 | 5 146 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 21 048 | 9,55 | 1 108 | 22,59 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 4 784 | 252 | ||||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 5 108 | 0,57 | 269 | 12,61 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 171 | 9 | ||||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 9 993 | 11,12 | 526 | 24,64 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 5 398 | 5,62 | 284 | 18,33 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 425 | 240,00 | 23 | 340,00 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 149 445 | 28,28 | 7 867 | 43,62 | ||||
| 2026-05-14 | 13F | Capital Fund Management S.a. | 32 700 | 1 721 | ||||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 14 250 | 3,64 | 750 | 16,10 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 11 551 | 16,15 | 608 | |||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 52 482 | 0,89 | 2 763 | 12,92 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 8 336 | 0,05 | 439 | 12,02 | ||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 4 697 | 0,75 | 247 | 12,79 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 20 653 | 314,14 | 1 087 | 364,53 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 37 402 | 50,78 | 2 | 0,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 102 527 | 6,64 | 5 397 | 19,40 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 59 243 | 3,22 | 3 119 | 15,57 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 25 725 | 0,93 | 1 354 | 13,02 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 6 053 | 0,08 | 319 | 11,97 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 200 160 | 10,64 | 10 536 | 23,87 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 13 841 | 1,98 | 729 | 14,11 | ||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 5 680 | 5,01 | 299 | 17,72 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 88 267 | 37,93 | 4 647 | 54,44 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 200 040 | 10,10 | 10 530 | 23,27 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 7 301 | 19,16 | 384 | 33,33 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 14 351 | 5,71 | 755 | 18,34 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 18 499 | 10,36 | 974 | 23,48 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 36 893 | 90,07 | 1 942 | 112,94 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 151 544 | 10,32 | 7 977 | 23,50 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 24 049 | 9,09 | 1 266 | 22,10 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 17 084 | 8,80 | 899 | 21,82 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 13 535 | 712 | ||||||
| 2026-05-05 | 13F | Legacy Financial Independent Advisors Llc | 242 427 | 12 761 | ||||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 51 633 | 0,34 | 2 718 | 12,32 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 602 832 | 32 107 | ||||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 8 071 | 0,89 | 425 | 12,77 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5 402 | 284 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 549 908 | 10,65 | 29 | 21,74 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 19 742 | 1 039 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 30 245 | 0,11 | 2 | 0,00 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 9 825 | 4,96 | 517 | 17,50 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 19 171 | 15,69 | 1 009 | 29,53 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 7 489 | 394 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 633 | 30 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 72 552 | 9,51 | 3 819 | 22,60 | ||||
| 2026-05-15 | 13F | Intesa Sanpaolo Wealth Management | 1 874 | 99 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 6 280 | 4,53 | 331 | 17,02 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 4 049 | 213 | ||||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 7 860 | 1,72 | 414 | 13,77 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 18 637 | 2,47 | 981 | 14,74 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 15 462 | 0,74 | 814 | |||||
| 2026-05-15 | 13F | J. Goldman & Co LP | 62 496 | 684,73 | 3 290 | 779,41 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 2 309 | 1,27 | 122 | 13,08 | ||||
| 2026-05-04 | 13F | WP Advisors, LLC | 29 358 | 1 545 | ||||||
| 2026-05-08 | 13F | Walleye Trading LLC | Call | 43 200 | 396,55 | 2 274 | 455,99 | |||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 24 916 | 1,98 | 1 312 | 14,20 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 10 080 | 531 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 109 117 | 0,17 | 5 744 | 12,12 | ||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 115 291 | 315,03 | 6 069 | 365,69 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1 953 | 24,39 | 103 | 39,73 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 124 485 | 6 553 | ||||||
| 2026-04-16 | 13F | Evexia Wealth Llc | 38 210 | 10,19 | 1 989 | 16,79 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 5 594 | 294 | ||||||
| 2026-05-04 | 13F | Element Wealth, LLC | 125 561 | 7,33 | 6 610 | 20,16 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 46 728 | 2 460 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 91 654 | 8,47 | 4 825 | 21,42 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 5 774 | 4,85 | 304 | 17,44 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 14 071 | 2,96 | 741 | 15,26 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 6 546 | 345 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 16 858 | 9,68 | 887 | 22,85 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 139 938 | 9,75 | 6 404 | 6,81 | ||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 12 091 | 8,18 | 637 | 21,14 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 1 522 | 32,35 | 80 | 48,15 | ||||
| 2026-04-23 | 13F | Ferguson Shapiro LLC | 11 950 | 629 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 98 238 | 26,92 | 5 171 | 42,10 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 33 114 | 19,31 | 1 743 | 33,56 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 43 528 | 5,07 | 2 291 | 17,67 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 30 410 | 1 601 | ||||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 88 197 | 133,88 | 5 | 300,00 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 36 016 | 12,32 | 1 896 | 25,75 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 784 184 | 4,19 | 41 280 | 16,65 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 4 044 | 213 | ||||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 96 319 | 28,52 | 5 070 | 43,91 | ||||
| 2026-05-07 | 13F | Bard Associates Inc | 172 682 | 0,09 | 9 090 | 12,06 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 4 152 | 213 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 12 760 | 690 | ||||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 72 508 | 0,11 | 3 817 | 12,07 | ||||
| 2026-05-01 | 13F | Northcape Wealth Management, Llc | 4 170 | 220 | ||||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 20 774 | 0,48 | 1 094 | 12,45 | ||||
| 2026-04-23 | 13F | Summer Road Llc | 1 524 | 0,33 | 80 | 12,68 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2 458 | 0,86 | 129 | 13,16 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 250 | 0 | ||||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 46 525 | 4,37 | 2 449 | 16,90 | ||||
| 2026-04-22 | 13F | Rainey & Randall Investment Management Inc. | 4 440 | 1,98 | 234 | 14,22 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 71 541 | 9,39 | 3 766 | 22,44 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 49 | 3 | ||||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 350 | 18 | ||||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 15 861 | 155,91 | 835 | 186,60 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 72 974 | 60,34 | 3 841 | 79,57 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 33 350 | 88,79 | 1 756 | 111,45 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 31 281 | 17,02 | 1 647 | 31,05 | ||||
| 2026-05-06 | 13F | AXS Investments LLC | 45 187 | 35,62 | 2 379 | 51,85 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 10 729 | 565 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 5 225 | 364,44 | 273 | 425,00 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 36 713 | 138,54 | 1 933 | 167,22 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 9 500 | 26,67 | 500 | 42,05 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 20 353 | 47,06 | 1 064 | 53,61 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 195 658 | 11,19 | 10 299 | 24,47 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 65 | 25,00 | 3 | 50,00 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 19 601 | 5,75 | 1 032 | 18,37 | ||||
| 2026-05-13 | 13F | Ingalls & Snyder Llc | 53 298 | 9,78 | 3 | 0,00 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 17 907 | 9,77 | 943 | 22,82 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 333 012 | 2,99 | 17 530 | 15,29 | ||||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 44 069 | 8,51 | 2 320 | 21,48 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 4 920 | 259 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 44 | 2 | ||||||
| 2026-05-11 | 13F | Stillwater Wealth Management Group | 28 210 | 98,17 | 1 485 | 121,82 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 294 319 | 14,42 | 15 493 | 28,09 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 25 101 | 11 520,83 | 1 321 | 13 110,00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 35 876 | 9,46 | 1 888 | 22,52 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 3 934 | 207 | ||||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 5 577 | 5,19 | 294 | 17,67 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 763 542 | 9,41 | 35 902 | 112 090,63 | ||||
| 2026-05-07 | 13F | Bingham Private Wealth, Llc | 4 000 | 211 | ||||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 5 714 | 2,62 | 301 | 14,94 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 88 647 | 2,43 | 4 666 | 14,67 | ||||
| 2026-05-04 | 13F | Fortress Financial Solutions, LLC | 18 606 | 979 | ||||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 4 099 | 216 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 58 | 3 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 61 954 | 9,77 | 3 261 | 22,92 | ||||
| 2026-04-24 | 13F | United Community Bank | 460 | 24 | ||||||
| 2026-04-29 | 13F | Red Crane Wealth Management, Llc | 12 248 | 0,78 | 645 | 12,78 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 22 923 | 3,87 | 1 207 | 16,30 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 286 205 | 28,37 | 15 066 | 43,71 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 278 583 | 122,29 | 14 575 | 147,37 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 27 049 | 6,88 | 1 424 | 19,68 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 33 612 | 229,82 | 1 769 | 269,31 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 169 630 | 2,79 | 8 929 | 15,08 | ||||
| 2026-05-15 | 13F | Df Dent & Co Inc | 3 809 | 201 | ||||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 74 881 | 2,30 | 3 942 | 14,53 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 7 517 252 | 6,67 | 395 708 | 19,42 | ||||
| 2026-04-09 | 13F | Prota Financial, LLC | 98 681 | 5 195 | ||||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 8 805 | 463 | ||||||
| 2026-05-05 | 13F | Total Wealth Planning & Management, Inc. | 25 315 | 13,88 | 1 333 | 27,46 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 33 678 | 16,55 | 1 773 | 30,49 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 6 079 | 3,40 | 320 | 14,75 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 8 429 | 1,18 | 433 | 6,14 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 42 768 | 2 251 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 37 309 | 23,60 | 1 964 | 38,34 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 35 103 | 22,45 | 1 848 | 37,12 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 247 800 | 0,12 | 13 044 | 12,09 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 39 614 | 5,19 | 2 085 | 17,80 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 35 295 | 82,21 | 1 858 | 104,07 | ||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 5 014 | 1,05 | 264 | 12,88 | ||||
| 2026-05-08 | 13F | Indie Asset Partners, LLC | 17 950 | 2,87 | 945 | 15,12 | ||||
| 2026-04-09 | 13F | Herbst Group, Llc | 79 972 | 43,01 | 4 210 | 60,10 | ||||
| 2026-05-14 | 13F | Rhodes Investment Advisors Inc /adv | 37 685 | 1,82 | 1 984 | 13,97 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 200 | 11 | ||||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 5 544 | 2,29 | 261 | 13,04 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 5 734 | 7,38 | 296 | 12,55 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 66 597 | 170,09 | 3 506 | 202,42 | ||||
| 2026-05-14 | 13F | Wills Financial Group LLC | 75 773 | 4,72 | 4 029 | 18,40 | ||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 4 647 | 1,97 | 0 | |||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 41 168 | 2 167 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 34 519 | 0,87 | 1 817 | 12,93 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 15 835 961 | 9,75 | 833 605 | 22,87 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 62 552 | 35,58 | 3 293 | 51,78 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 525 634 | 6,83 | 27 669 | 19,60 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 14 884 | 4,41 | 783 | 16,87 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 5 415 | 1,27 | 285 | 13,55 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 120 554 | 3 787,58 | 6 346 | 4 275,86 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 24 870 | 2,54 | 1 309 | 14,82 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 76 | 4 | ||||||
| 2026-05-11 | 13F | McGowan Group Asset Management, Inc. | 16 265 | 1,28 | 856 | 13,38 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 8 091 | 1,29 | 426 | 13,33 | ||||
| 2026-05-04 | 13F | 5th Street Advisors, LLC | 135 983 | 20,71 | 7 158 | 35,16 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 1 911 | 101 | ||||||
| 2026-05-01 | 13F | Ball & Co Wealth Management Inc. | 151 234 | 3,37 | 8 | 16,67 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 600 | 32 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 1 626 | 1,56 | 81 | 10,96 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 8 621 | 454 | ||||||
| 2026-04-07 | 13F | G&S Capital LLC | 72 468 | 0,54 | 3 815 | 12,54 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 34 238 | 1 802 | ||||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 5 846 | 308 | ||||||
| 2026-05-14 | 13F | Elgethun Capital Management | 189 327 | 0,40 | 9 966 | 12,41 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 10 492 | 1,73 | 552 | 14,05 | ||||
| 2025-12-16 | 13F | Lindenwold Advisors | 6 998 | 328 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 20 467 | 0,24 | 1 077 | 12,19 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 2 172 | 1,97 | 114 | 14,00 | ||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 20 888 | 0,54 | 1 100 | 12,60 | ||||
| 2026-05-07 | 13F | Ridgepath Capital Management LLC | 4 000 | 211 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2 637 986 | 2,85 | 138 864 | 15,14 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 275 660 | 931,78 | 14 682 | 1 068,87 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 64 370 | 23,75 | 3 388 | 38,57 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 4 050 | 213 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 47 486 | 56,46 | 2 500 | 75,49 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 9 491 | 64,26 | 500 | 84,13 | ||||
| 2026-05-15 | 13F | Real Talk Capital, LLC | 22 455 | 36,66 | 1 182 | 53,11 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 42 715 | 1,83 | 2 198 | 5,67 | ||||
| 2026-04-21 | 13F | J2 Capital Management Inc | 11 621 | 117,30 | 612 | 143,43 | ||||
| 2026-05-12 | 13F | Prosperity Bancshares Inc | 1 081 | 57 | ||||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 3 883 | 204 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 54 709 | 126,64 | 2 880 | 153,66 | ||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 4 916 | 259 | ||||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 7 594 | 0,50 | 400 | 12,39 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 41 147 | 95,68 | 2 166 | 119,13 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 101 354 | 18,85 | 5 335 | 33,08 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 7 059 | 372 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 15 203 | 800 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 22 300 | 100,00 | 1 174 | 123,85 | ||||
| 2026-04-29 | 13F | Invested Advisors | 3 832 | 202 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 122 | 1,67 | 6 | 20,00 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 34 736 | 1,33 | 1 829 | 13,47 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 286 518 | 1,54 | 15 082 | 13,68 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 32 655 | 43,01 | 1 730 | 47,99 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 4 845 | 12,67 | 255 | 26,24 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3 630 084 | 16,40 | 191 088 | 30,31 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 4 546 | 239 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 10 710 | 11,10 | 564 | 24,28 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 57 262 | 1,03 | 3 014 | 13,10 | ||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 6 942 | 26,77 | 365 | 42,02 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 136 039 | 3,22 | 7 161 | 15,57 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 28 387 | 2,12 | 1 | 0,00 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 322 | 1,90 | 17 | 14,29 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 69 333 | 25,71 | 3 650 | 40,73 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 4 005 535 | 6,78 | 210 851 | 19,55 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 5 010 | 0,40 | 264 | 12,39 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 48 752 | 44,24 | 2 597 | 62,76 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 70 629 | 3,25 | 3 718 | 15,58 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 10 698 | 100,94 | 563 | 125,20 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 23 287 | 56,53 | 1 226 | 75,25 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 12 084 | 0,64 | 636 | 12,77 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 139 680 | 7 353 | ||||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 4 407 | 0,64 | 232 | 13,17 | ||||
| 2026-04-20 | 13F | Kercheville Advisors, LLC | 8 150 | 4,22 | 429 | 11,72 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 4 124 | 217 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 132 211 | 2,76 | 6 957 | 14,99 | ||||
| 2026-04-28 | 13F | K.J. Harrison & Partners Inc | 6 314 | 332 | ||||||
| 2026-05-05 | 13F | Haven Private, LLC | 112 063 | 1,92 | 5 899 | 14,08 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 33 412 | 10,52 | 1 759 | 23,72 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 534 883 | 0,81 | 28 156 | 12,86 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 63 688 | 1,46 | 3 353 | 13,59 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 100 | 5 | ||||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 4 139 | 218 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 32 437 | 0,15 | 1 698 | 11,56 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 6 852 900 | 1 179,48 | 360 737 | 1 332,46 | |||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 383 010 | 8,19 | 20 162 | 21,12 | ||||
| 2026-05-08 | 13F | MPS Loria Financial Planners, LLC | 5 756 | 0,12 | 303 | 12,22 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 56 372 | 3,99 | 2 967 | 16,44 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 49 621 | 1,32 | 2 612 | 13,47 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 77 390 | 13,63 | 4 074 | 27,20 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 21 691 | 13,88 | 1 142 | 27,49 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 463 | 1,98 | 24 | 14,29 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 26 080 | 7,94 | 1 373 | 20,77 | ||||
| 2026-05-15 | 13F | Keewaydin Investments LLC | 45 985 | 1,13 | 2 421 | 13,19 | ||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 15 804 | 1,10 | 832 | 13,22 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 366 812 | 11,35 | 19 309 | 24,66 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 19 322 | 6,36 | 1 017 | 19,09 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 23 594 | 0,11 | 1 109 | 0,36 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 4 036 | 212 | ||||||
| 2026-05-11 | 13F | L & S Advisors Inc | 102 258 | 1 313,38 | 5 383 | 1 482,94 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 24 071 | 4,12 | 1 267 | 16,56 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 137 087 | 10,10 | 7 216 | 23,50 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 110 740 | 636,30 | 5 829 | 724,47 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 15 637 | 109,58 | 823 | 135,14 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 86 028 | 2,57 | 4 529 | 14,84 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 200 | 11 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 8 674 | 3,47 | 457 | 15,74 | ||||
| 2026-05-05 | 13F | HC Advisors, LLC | 40 697 | 0,84 | 2 142 | 12,92 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 8 520 | 448 | ||||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 424 860 | 13,78 | 22 365 | 27,38 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 5 319 | 280 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 908 039 | 33,20 | 47 799 | 49,12 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 4 472 | 235 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 49 521 | 8,67 | 2 328 | 8,89 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 28 372 | 93,49 | 1 494 | 116,69 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 453 356 | 100,37 | 23 865 | 124,33 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 42 378 | 25,09 | 2 231 | 39,99 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 53 858 | 2 835 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 216 | 16,13 | 0 | |||||
| 2026-05-13 | 13F | Mariner, LLC | 153 655 | 19,69 | 8 088 | 34,00 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 137 037 | 1 056,33 | 7 214 | 1 194,97 | ||||
| 2026-04-08 | 13F | Violich Capital Management, Inc. | 337 595 | 0,53 | 17 771 | 12,55 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 67 112 | 9,30 | 3 533 | 22,34 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 34 238 | 4,22 | 1 802 | 16,71 | ||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 24 200 | 8,97 | 1 274 | 21,93 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 150 251 | 6,93 | 7 909 | 19,71 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 12 317 | 44,04 | 648 | 61,19 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 2 068 | 109 | ||||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 4 168 | 219 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 538 203 | 21,78 | 28 331 | 36,34 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 295 019 | 15 530 | ||||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 474 255 | 20,86 | 24 965 | 35,31 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 6 689 | 3,23 | 352 | 15,79 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 7 312 | 385 | ||||||
| 2026-05-18 | 13F | Intrinsic Edge Capital Management LLC | 100 000 | 11,11 | 5 264 | 24,42 | ||||
| 2026-02-13 | 13F | Southport Management, L.l.c. | 40 500 | 32,79 | 1 904 | 33,05 | ||||
| 2026-05-13 | 13F | Hollow Brook Wealth Management LLC | 16 461 | 0,12 | 867 | 12,03 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 18 866 | 57,60 | 993 | 76,69 | ||||
| 2026-05-14 | 13F | Hilton Capital Management, LLC | 242 654 | 1,66 | 12 773 | 13,82 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 210 781 | 36,56 | 11 096 | 43,68 | ||||
| 2026-04-27 | 13F | Heffernan Advisory, Inc | 15 736 | 0,18 | 828 | 12,20 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 23 454 | 20,66 | 1 235 | 35,16 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 72 835 | 224,81 | 3 937 | 273,53 | ||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 9 504 | 26,18 | 500 | 41,24 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2 414 295 | 6,82 | 127 088 | 19,59 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 19 711 | 3,88 | 1 038 | 16,26 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 5 913 | 311 | ||||||
| 2026-04-15 | 13F | LongView Wealth Management | 6 032 | 5,92 | 311 | 12,73 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 20 623 | 8,83 | 1 086 | 21,77 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 7 672 | 8,06 | 361 | −2,17 | ||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 92 | 1 853 | ||||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 183 853 | 28,53 | 9 950 | 39,05 | ||||
| 2026-05-13 | 13F | Mainsail Asset Management, Llc | 17 136 | 13,21 | 902 | 26,86 | ||||
| 2026-05-12 | 13F | Holderness Investments Co | 46 109 | 17,81 | 2 427 | 31,90 | ||||
| 2026-05-14 | 13F | Collar Capital Management, LLC | 34 253 | 0,81 | 1 803 | 12,90 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 9 352 | 6,38 | 492 | 19,13 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 58 383 | 1,04 | 3 073 | 13,14 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 1 783 | 6,07 | 94 | 17,72 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2 038 | 0,54 | 107 | 12,63 | ||||
| 2026-04-15 | 13F | Consolidated Capital Management, Llc | 10 790 | 568 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 37 917 | 24,93 | 1 783 | 25,14 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 299 | 2,05 | 16 | 15,38 | ||||
| 2026-04-30 | 13F | Texas Bank & Trust Co | 7 214 | 380 |
