CL:IAU / iShares Gold Trust - Institutionellt ägande - Säljare

iShares Gold Trust
CL ˙ SNSE ˙ US4642852044
Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2026-05-04 13F One Wealth Capital Management, Llc 11 186 −64,55 967 −62,24
2026-04-13 13F 5T Wealth, LLC 29 277 −30,45 2 581 −24,62
2026-05-15 13F United Capital Financial Advisers, Llc 159 397 −62,76 14 052 −59,55
2026-04-13 13F Accelerate Investment Advisors LLC 2 961 −5,37 261 3,16
2026-04-14 13F XY Planning Network, Inc. 3 266 −9,35 293 0,00
2026-05-13 13F Syon Capital Llc 259 921 −12,66 22 915 −5,13
2026-02-02 13F Wells Financial Advisors INC 0 −100,00 0 −100,00
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 13 029 −0,12 1 149 8,51
2026-05-04 13F Element Wealth, LLC 2 832 −0,21 250 8,26
2026-06-01 13F Integrated Investment Consultants, LLC 7 972 −6,45 703 1,59
2026-05-11 13F Citigroup Inc 7 119 652 −1,13 627 668 7,38
2026-04-23 13F Unify Financial Advisors 0 −100,00 0
2026-05-13 13F Packer & Co Ltd 0 −100,00 0
2026-05-01 13F Reuter James Wealth Management, Llc 386 566 −35,70 34 080 −30,17
2026-05-04 13F Stirlingshire Investments, Inc. 2 461 −37,57 217 −32,29
2026-05-01 13F Emerald Investment Partners, Llc 25 514 −40,26 2 249 −35,11
2026-05-07 13F Vision Retirement, LLC 4 319 −17,09 381 −9,95
2026-04-17 13F Hanson & Doremus Investment Management 12 656 −1,38 1 0,00
2026-04-27 13F Strathmore Capital Advisors, Inc. 50 659 −12,72 4 496 −4,59
2026-04-22 13F Atwater Malick LLC 4 357 −16,72 384 −9,43
2026-04-27 13F Apeiron RIA LLC 95 546 −2,71 8 423 −0,70
2026-04-07 13F Howard Financial Services, Ltd. 4 590 −27,74 405 −21,55
2026-04-10 13F Impact Capital Partners LLC 3 098 −15,98 273 −8,70
2026-01-07 13F Yeomans Consulting Group, Inc. 331 438 −8,99 26 903 1,36
2026-04-28 13F Peak Financial Management, Inc. 3 013 −6,89 266 1,15
2026-04-24 13F NavPoint Financial, Inc. 75 890 −0,37 6 690 8,20
2026-05-05 13F BCGM Wealth Management, LLC 27 086 −61,49 2 388 −58,19
2026-05-13 13F Inlet Private Wealth, LLC 34 242 −12,04 3 019 −4,46
2026-05-14 13F Us Bancorp \de\ 244 880 −42,12 21 589 −37,14
2026-04-10 13F Centurion Wealth Management LLC 32 559 −11,23 2 870 −3,59
2026-04-20 13F Jfs Wealth Advisors, Llc 8 998 −36,29 793 −30,80
2026-04-16 13F Triad Wealth Partners, LLC 79 455 −47,79 7 005 −43,30
2026-05-04 13F Barrett & Company, Inc. 1 000 −0,79 88 8,64
2026-04-27 13F JB Capital LLC 135 910 −65,37 11 982 −62,39
2026-04-17 13F Nottingham Advisors, Inc. 80 317 −10,48 7 081 −2,77
2026-05-14 13F Raymond James Financial Inc 5 513 280 −2,39 486 051 6,01
2026-04-20 13F Banque Cantonale Vaudoise 54 286 −1,24 4 785 7,21
2026-02-17 13F D. E. Shaw & Co., Inc. 0 −100,00 0 −100,00
2026-04-09 13F Tompkins Financial Corp 0 −100,00 0
2026-05-15 13F Independent Family Office, LLC 373 645 −3,42 32 941 4,89
2026-05-04 13F First Growth Capital LLC 10 110 −8,93 907 −14,77
2026-04-28 13F Quent Capital, LLC 353 069 −15,00 31 127 −7,68
2026-01-15 13F My Personal CFO, LLC 0 −100,00 0 −100,00
2026-04-22 13F TBH Global Asset Management, LLC 31 447 −63,93 2 772 −60,83
2026-04-07 13F Central Bank & Trust Co 15 571 −0,57 1 373 7,95
2026-01-21 13F Balance Wealth, LLC 0 −100,00 0
2026-05-12 13F WESCAP Management Group, Inc. 428 603 −3,73 37 786 4,56
2026-05-08 13F Creekmur Asset Management LLC 0 −100,00 0
2026-05-08 13F Guidance Capital, Inc 24 797 −37,49 2 125 −42,14
2026-04-29 13F Geneva Partners, LLC 3 506 −17,25 309 −9,91
2026-02-11 13F Vaughan David Investments Inc/il 0 −100,00 0
2026-02-26 13F Ssa Swiss Advisors Ag 4 889 −8,87 397 1,54
2026-04-29 13F Richmond Investment Services, LLC 2 537 −59,91 224 −56,53
2026-05-01 13F Patten & Patten Inc/tn 8 575 −7,05 756 0,94
2026-05-04 13F Wealthgarden F.s. Llc 23 545 −11,23 2 076 −17,79
2026-05-04 13F Mml Investors Services, Llc 1 131 583 −46,29 99 760 −41,66
2026-03-19 13F Painted Porch Advisors LLC 0 −100,00 0 −100,00
2026-05-06 13F Cornerstone Planning Group LLC 11 849 −51,01 1 015 −58,54
2026-05-13 13F Wealth Management Associates, Inc. 17 678 −0,51 1 558 8,04
2026-01-07 13F Harbour Capital Advisors, LLC 0 −100,00 0
2026-05-15 13F CI Private Wealth, LLC 604 035 −11,15 31 407 −43,12
2026-04-22 13F Stone Point Wealth LLC 4 960 −0,42 437 8,17
2026-04-22 13F Aspire Private Capital, LLC 2 895 −64,65 255 −61,60
2026-04-22 13F Coston, McIsaac & Partners 0 −100,00 0
2026-01-15 13F 25 Llc 0 −100,00 0
2026-05-11 13F SCS Capital Management LLC 26 982 −0,65 2 379 7,89
2026-02-02 13F Heritage Financial Services, LLC 6 146 −44,46 499 −38,14
2026-06-03 13F DBK Financial Counsel, LLC 4 821 −12,62 425 −4,92
2026-05-12 13F Laurel Wealth Advisors LLC 0 −100,00 0
2026-05-15 13F GWM Advisors LLC 0 −100,00 0
2026-04-29 13F Kaydan Wealth Management, Inc. 177 975 −58,76 15 690 −55,21
2026-04-28 13F Tempus Wealth Planning, LLC 3 688 −15,16 325 −7,67
2026-04-02 13F Lvm Capital Management Ltd/mi 301 112 −0,09 27 8,33
2026-04-20 13F MBA Advisors LLC 121 730 −1,00 10 732 7,53
2026-04-08 13F Cadent Capital Advisors, LLC 21 168 −56,84 1 866 −53,13
2026-04-22 13F JNBA Financial Advisors 130 749 −8,38 11 527 −0,50
2026-04-08 13F AAFMAA Wealth Management & Trust LLC 3 462 −91,48 305 −90,75
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 12 537 −60,12 1 105 −56,68
2026-05-08 13F Private Advisory Group LLC 4 850 −17,80 428 −10,67
2026-05-04 13F Procyon Private Wealth Partners, LLC 5 054 −91,29 446 −90,55
2026-05-15 13F White Knight Strategic Wealth Advisors, LLC 0 −100,00 0
2026-05-05 13F Marks Group Wealth Management, Inc 26 358 −2,72 2 324 5,64
2026-02-12 13F FineMark National Bank & Trust 123 571 −3,34 10 030 7,83
2026-04-21 13F Foster & Motley Inc 3 701 −4,79 0
2026-05-07 13F Northwestern Mutual Wealth Management Co 6 449 886 −2,22 568 622 6,21
2026-05-12 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 13 839 −14,16 1 220 −7,15
2026-05-11 13F Elevation Wealth Management LLC 2 350 −15,01 207 −7,59
2026-05-08 13F Asset Management One Co., Ltd. 23 250 −22,63 2 050 −16,16
2026-01-27 13F Friedenthal Financial 0 −100,00 0
2026-05-13 13F Bank OZK 31 777 −3,97 2 801 4,32
2026-04-30 13F First Horizon Corp 23 011 −10,95 2 029 −3,29
2026-01-28 13F Edge Financial Advisors LLC 19 505 −0,50 1 583 11,01
2026-05-14 13F Baird Financial Group, Inc. 1 348 186 −1,97 118 856 6,47
2026-04-30 13F Winch Advisory Services, LLC 8 275 −1,19 730 7,36
2026-05-07 13F Confluence Wealth Services, Inc. 33 162 −26,20 2 924 −19,85
2026-05-12 13F Clark Wealth Partners 0 −100,00 0
2026-05-04 13F NWF Advisory Services Inc. 14 216 −13,18 1 253 −5,72
2026-04-20 13F Inscription Capital, LLC 86 051 −5,10 7 586 3,07
2026-05-11 13F Shepherd Financial Partners LLC 132 862 −28,73 11 713 −22,59
2026-04-20 13F Golden Reserve Retirement LLC 0 −100,00 0
2026-05-08 13F Maia Wealth LLC 17 003 −5,96 1 499 −10,41
2026-05-05 13F SOUTH STATE Corp 6 773 −26,51 597 −20,19
2026-05-13 13F Crosspoint Financial, Llc 2 646 −84,18 233 −82,83
2026-05-13 13F Invst, LLC 21 101 −63,26 1 860 −60,10
2026-04-30 13F Valued Wealth Advisors LLC 831 −0,48 73 8,96
2026-05-07 13F Fedenia Advisers LLC 9 276 −42,22 818 −37,30
2026-04-20 13F CWA Asset Management Group, LLC 9 022 −17,15 795 −9,97
2026-05-02 13F Auxano Advisors, LLC 14 460 −13,21 1 275 −5,77
2026-04-22 13F Motco 78 644 −0,17 6 933 8,43
2026-05-14 13F Endeavor Private Wealth, Inc. 23 615 −40,72 2 082 −35,63
2026-05-14 13F BTG Pactual Asset Management US LLC 0 −100,00 0
2026-05-14 13F Pennsylvania State University 1 574 099 −9,08 138 773 −1,25
2026-04-09 13F Lantz Financial LLC 11 396 −31,04 1 005 −25,13
2026-04-13 13F ONE Advisory Partners, LLC 38 233 −62,58 3 371 −59,36
2026-04-21 13F VCI Wealth Management LLC 318 108 −26,81 28 044 −20,50
2026-04-30 13F Sequoia Financial Advisors, LLC 80 309 −1,21 7 080 7,31
2026-05-13 13F Rhl Group, Llc 43 −99,74 4 −99,78
2026-04-06 13F CX Institutional 5 406 −14,50 0
2026-05-14 13F Diversified Enterprises, LLC 3 574 −3,64 315 4,65
2026-04-15 13F Redhawk Wealth Advisors, Inc. 18 151 −3,43 1 600 4,92
2026-04-13 13F Foster Group, Inc. 5 006 −2,34 441 6,01
2026-04-20 13F Focused Wealth Management, Inc 3 845 −5,37 339 2,74
2026-05-15 13F Kcm Investment Advisors Llc 14 129 −3,41 1 246 4,89
2026-05-14 13F Emory University 1 184 463 −0,00 104 422 8,61
2026-05-15 13F National Bank Of Canada /fi/ 605 145 −4,87 53 319 3,29
2026-05-14 13F Bridgewater Advisors Inc. 4 323 −2,53 381 −5,46
2026-04-21 13F BCU Wealth Advisors, LLC 4 790 −66,29 422 −63,40
2026-04-27 13F HB Wealth Management, LLC 206 417 −0,20 18 198 8,39
2026-04-08 13F BOS Asset Management, LLC 3 009 −15,52 265 −8,30
2026-04-21 13F International Private Wealth Advisors LLC 4 170 −1,56 368 7,00
2026-05-15 13F Equitable Holdings, Inc. 690 721 −6,48 45 187 −24,63
2026-05-12 13F Hanlon Investment Management, Inc. 0 −100,00 0
2026-04-16 13F Connective Portfolio Management, LLC 47 029 −24,18 4 146 −17,64
2026-05-05 13F Theory Financial Llc 0 −100,00 0
2026-05-18 13F Twin Lakes Capital Management, LLC 5 969 −5,09 526 3,14
2026-04-23 13F Oregon Pacific Wealth Management, LLC 0 −100,00 0
2026-05-13 13F BCJ Capital Management, LLC 44 414 −73,97 3 916 −71,73
2026-05-13 13F Roger Wittlin Investment Advisory, LLC 28 594 −21,05 2 521 −14,26
2026-04-16 13F Whitener Capital Management, Inc. 37 624 −0,02 3 317 8,58
2026-04-14 13F Retirement Management Systems Inc. 5 343 −15,35 471 −8,01
2026-01-15 13F PFG Private Wealth Management, LLC 0 −100,00 0
2026-02-12 13F Tripletail Wealth Management, LLC 0 −100,00 0
2026-04-24 13F James Investment Research Inc 284 994 −16,02 25 125 −8,78
2026-05-07 13F Omnia Family Wealth, LLC 126 607 −0,17 11 162 8,42
2026-05-05 13F Westover Capital Advisors, LLC 62 005 −1,77 5 466 6,70
2026-05-01 13F Diversify Advisory Services, LLC 0 −100,00 0
2026-04-28 13F Raleigh Capital Management Inc. 1 114 −58,74 98 −55,25
2026-05-06 13F Atlantic Trust, LLC 27 086 −4,82 2 388 3,33
2026-05-13 13F Adviser Investments LLC 23 928 −78,78 2 109 −76,95
2026-04-22 13F Wallington Asset Management, LLC 278 308 −2,10 24 536 6,33
2026-04-21 13F Avaii Wealth Management, Llc 119 780 −4,91 10 560 3,28
2026-05-08 13F Fore Capital, LLC 0 −100,00 0
2026-04-22 13F Oak Harvest Investment Services 2 562 −18,25 226 −11,42
2026-04-09 13F Acropolis Investment Management, LLC 2 805 −7,88 247 0,00
2026-04-29 13F Staley Capital Advisers Inc 9 376 −1,06 827 7,41
2026-05-14 13F Gunpowder Capital Management, LLC dba Oliver Wealth Management 63 309 −0,31 5 581 8,26
2026-05-06 13F Private Wealth Asset Management, LLC 19 899 −7,03 1 754 0,98
2026-04-16 13F Forbes J M & Co Llp 918 801 −22,34 81 001 −15,66
2026-04-15 13F Cranbrook Wealth Management, LLC 92 892 −10,18 8 189 −2,44
2026-04-23 13F waypoint wealth counsel 74 796 −6,88 6 594 1,15
2026-04-10 13F Abound Wealth Management 0 −100,00 0
2026-04-29 13F Horst & Graben Wealth Management LLC 40 863 −26,36 3 599 −20,13
2026-04-14 13F SigFig Wealth Management, LLC 16 560 −62,31 1 460 −59,09
2026-04-15 13F Merit Financial Group, LLC 595 990 −8,19 52 542 −0,28
2026-04-21 13F Decker Retirement Planning Inc. 899 −52,86 79 −48,70
2026-05-14 13F Roehl & Yi Investment Advisors, LLC 132 503 −0,71 11 333 7,81
2026-05-01 13F Capital Squared Financial LLC 7 534 −7,91 664 0,00
2026-04-23 13F Comprehensive Money Management Services LLC 20 080 −5,25 1 770 2,91
2026-05-07 13F Continuum Wealth Advisors, Llc 5 625 −3,03 496 5,32
2026-05-13 13F Cambridge Associates Llc /ma/ /adv 740 591 −1,36 65 291 7,13
2026-05-13 13F Cercano Management LLC 254 300 −48,89 22 419 −44,48
2026-05-22 13F Independent Wealth Advisors LLC 42 516 −4,99 3 748 3,19
2026-04-07 13F Myecfo, Llc 19 065 −1,04 1 681 7,49
2026-05-04 13F Legacy Financial Group LLC 20 928 −59,92 1 845 −61,97
2026-05-06 13F World Equity Group, Inc. 7 612 −25,50 671 −19,06
2026-04-24 13F Capital Asset Advisory Services LLC 641 037 −15,07 58 059 −9,10
2026-05-14 13F North Dallas Bank & Trust Co 39 441 −2,14 3 477 6,30
2026-05-14 13F Galvin, Gaustad & Stein, LLC 7 408 −4,23 653 4,15
2026-04-28 13F Walkner Condon Financial Advisors LLC 37 154 −2,77 3 275 5,61
2026-05-15 13F Silver Point Capital L.P. 0 −100,00 0
2026-04-22 13F Avantra Family Wealth, Inc. 0 −100,00 0
2026-05-04 13F Schnieders Capital Management, Llc. 2 592 −60,07 229 −56,65
2026-05-05 13F Almanack Investment Partners, LLC. 0 −100,00 0
2026-05-05 13F Prosperity Consulting Group, LLC 3 583 −15,18 316 −7,89
2026-04-23 13F Fortune Financial Group, Inc. 0 −100,00 0
2026-01-27 13F Elevated Capital Advisors, LLC 0 −100,00 0
2026-04-28 13F Busey Wealth Management 5 575 −22,31 491 −15,64
2026-02-17 13F High Falls Advisors, Inc 122 904 −1,66 9 976 9,70
2026-04-15 13F LongView Wealth Management 0 −100,00 0
2026-05-15 13F Wellspring Financial Advisors, LLC 97 986 −3,04 8 638 5,30
2026-05-06 13F Berkeley Capital Partners, LLC 8 269 −2,43 729 5,97
2026-05-01 13F Advisors Capital Management, LLC 4 689 −16,15 413 −8,83
2026-05-14 13F SlateStone Wealth, LLC 21 438 −4,77 2 0,00
2026-04-17 13F Essex Savings Bank 10 126 −5,36 893 2,76
2026-05-12 13F M Holdings Securities, Inc. 49 018 −6,52 4 0,00
2026-05-15 13F Two Sigma Securities, Llc 0 −100,00 0
2026-05-01 13F Mountain Hill Investment Partners Corp. 0 −100,00 0
2026-05-05 13F Journey Advisory Group, LLC 7 235 −0,56 638 7,97
2026-01-16 13F Hopwood Financial Services, Inc. 0 −100,00 0
2026-01-15 13F Northstar Advisory Group, LLC 0 −100,00 0
2026-04-23 13F Farmers & Merchants Investments Inc 14 231 −0,73 1 255 7,82
2026-05-05 13F Net Worth Advisory Group 7 460 −21,45 658 −14,68
2026-05-08 13F Clarion Wealth Managment Partners, LLC 16 188 −8,43 1 427 −0,49
2026-05-14 13F Signet Investment Advisory Group, Inc. 150 341 −2,92 13 254 5,44
2026-05-15 13F Vance Wealth, Inc. 2 899 −9,15 256 −1,16
2026-04-21 13F Trilogy Capital Inc. 2 591 −12,23 228 −4,60
2026-05-13 13F Verger Capital Management LLC 213 063 −21,32 18 784 −14,55
2026-05-15 13F Parallax Volatility Advisers, L.P. 2 550 −32,00 225 −26,32
2026-05-13 13F Mariner, LLC 1 389 406 −4,15 122 490 4,10
2026-05-14 13F Van Hulzen Asset Management, LLC 181 387 −10,40 15 991 −2,68
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 94 707 −49,80 8 349 −45,47
2026-04-27 13F Smith & Howard Wealth Management, LLC 3 863 −11,03 341 −3,41
2026-04-13 13F Pettinga Financial Advisors, LLC 50 123 −59,83 4 419 −56,38
2026-04-28 13F Stephens Inc /ar/ 273 835 −4,45 24 141 3,78
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 960 561 −5,20 85 2,44
2026-04-17 13F Ambassador Advisors, LLC 233 729 −5,90 20 606 2,20
2026-05-12 13F Advocacy Wealth Management Services, LLC 185 366 −51,03 16 342 −46,82
2026-05-08 13F Fortis Group Advisors, LLC 21 148 −66,76 1 837 −68,36
2026-04-23 13F Private Wealth Management Group, LLC 110 −86,67 10 −86,36
2026-04-22 13F Vicus Capital 26 754 −21,06 2 359 −14,25
2026-05-15 13F Rehmann Capital Advisory Group 106 252 −8,86 9 363 −1,04
2026-05-13 13F Kingdom Financial Group LLC. 492 −59,00 43 −55,67
2026-04-24 13F Semus Wealth Partners LLC 3 643 −33,23 321 −27,38
2026-05-05 13F Plante Moran Financial Advisors, LLC 5 351 −79,75 472 −78,04
2026-02-11 13F Clifford Swan Investment Counsel Llc 0 −100,00 0
2026-04-28 13F Integral Investment Advisors, Inc. 6 692 −6,95 590 1,03
2026-05-12 13F/A Signature Securities Group Corporation 7 121 −16,84 628 −9,78
2026-05-08 13F NewSquare Capital LLC 38 031 −2,30 3 353 6,11
2026-05-08 13F Coldstream Capital Management Inc 12 553 −38,94 1 107 −33,69
2026-05-15 13F/A EverSource Wealth Advisors, LLC 666 445 −7,95 58 754 −0,02
2026-05-12 13F Colonial Trust Advisors 2 820 −12,67 249 −5,34
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 2 759 −38,61 243 −33,24
2026-05-15 13F Maripau Wealth Management Llc 0 −100,00 0
2026-05-07 13F Regimen Wealth, Llc 7 922 −11,57 698 −3,99
2026-05-14 13F Andrews Advisory Associates, LLC 15 290 −8,38 1 348 −0,52
2026-04-22 13F BKM Wealth Management, LLC 9 267 −0,43 817 8,08
2026-05-15 13F/A Independent Financial Group, Llc 125 483 −23,58 11 063 −17,00
2026-05-11 13F WFA of San Diego, LLC 3 137 −12,40 277 −4,83
2026-05-14 13F Level Four Advisory Services, Llc 59 619 −3,90 5 256 4,39
2026-01-21 13F Westfuller Advisors, LLC 0 −100,00 0
2026-04-10 13F Boston Research & Management Inc 46 824 −0,28 4 33,33
2026-04-20 13F Kestra Private Wealth Services, Llc 193 534 −7,66 17 062 0,29
2026-04-23 13F Woodward Diversified Capital, Llc 5 326 −11,62 486 −0,61
2026-04-23 13F Harbor Investment Advisory, Llc 5 702 −7,90 503 0,00
2026-04-22 13F TPG Advisors LLC 25 592 −16,02 2 256 −8,77
2026-04-22 13F Continuum Advisory, LLC 12 553 −9,73 1 107 −1,95
2026-05-13 13F Franklin Resources Inc 1 107 322 −5,72 97 622 2,40
2026-04-27 13F Ergawealth Advisors, Inc. 2 522 −21,48 222 −14,62
2026-05-12 13F Rathbone Brothers plc 53 130 −2,38 4 684 6,02
2026-04-28 13F WESPAC Advisors, LLC 23 826 −29,21 2 100 −23,11
2026-04-20 13F Brandywine Oak Private Wealth Llc 9 000 −0,86 793 7,74
2026-04-06 13F Old Port Advisors 142 136 −1,91 12 531 6,53
2026-04-28 13F Core Wealth Advisors, Llc 0 −100,00 0
2026-04-23 13F Financial & Tax Architects, LLC 47 530 −4,93 4 190 3,28
2026-05-01 13F Thrivent Financial For Lutherans 161 515 −62,30 14 −58,82
2026-05-05 13F CPA Asset Management LLC 236 845 −4,92 20 880 3,27
2026-05-14 13F Cwm, Llc 766 371 −60,78 67 563 42 661,39
2026-05-11 13F Pathstone Holdings, LLC 139 709 −1,55 12 317 6,93
2026-04-15 13F RCW Management, LLC 11 020 −6,89 972 1,15
2026-05-05 13F 4J Wealth Management LLC 23 088 −28,50 2 035 −22,36
2026-04-21 13F Polaris Investment Advisors, LLC 18 528 −38,27 1 633 −32,96
2026-05-13 13F Petra Financial Advisors Inc 24 759 −0,36 2 183 8,23
2026-04-16 13F Upper Left Wealth Management, LLC 159 080 −14,45 14 024 −7,09
2026-05-11 13F Great Valley Advisor Group, Inc. 91 620 −9,09 8 078 −1,25
2026-04-23 13F Interchange Capital Partners, LLC 43 470 −30,64 2 558 −49,72
2026-05-15 13F Cypress Capital Group 272 064 −0,89 23 985 7,65
2026-05-11 13F POM Investment Strategies, LLC 42 −80,28 4 −82,35
2026-05-12 13F Rsm Us Wealth Management Llc 93 259 −1,98 8 222 5,76
2026-04-14 13F Sterling Investment Advisors Llc /adv 8 061 −0,12 711 8,40
2026-04-28 13F Stratos Wealth Advisors, LLC 32 123 −7,72 2 832 0,21
2026-05-14 13F Jacobi Capital Management LLC 19 231 −0,52 1 695 8,03
2026-05-12 13F Icon Wealth Advisors, LLC 71 749 −59,27 6 138 −57,08
2026-04-23 13F Oppenheimer Asset Management Inc. 293 702 −3,34 25 893 4,98
2026-05-15 13F Integrated Wealth Concepts LLC 315 082 −11,13 27 778 −3,47
2026-05-04 13F Y.D. More Investments Ltd 0 −100,00 0
2026-05-13 13F Freestone Capital Holdings, LLC 39 648 −16,48 3 495 −9,29
2026-04-20 13F Independent Wealth Network Inc. 15 982 −7,12 1 409 0,86
2026-04-23 13F Bigelow Investment Advisors, LLC 131 038 −8,60 11 552 −0,73
2026-05-14 13F Cowa, Llc 30 264 −27,95 2 668 −21,74
2026-04-16 13F True Vision MN LLC 14 044 −61,89 1 238 −58,60
2026-04-30 13F Private Harbour Investment Management & Counsel, LLC 181 588 −2,21 16 009 6,20
2026-04-08 13F Sfm, Llc 4 294 −0,35 379 8,31
2026-04-20 13F Dopkins Wealth Management, Llc 2 866 −31,53 253 −25,66
2026-04-15 13F Fifth Third Securities, Inc. 285 079 −7,76 25 133 0,19
2026-04-24 13F Midwest Capital Advisors, LLC 47 263 −57,35 4 167 −53,68
2026-05-07 13F AlTi Global, Inc. 1 566 989 −1,34 138 146 7,16
2026-04-22 13F Patton Fund Management, Inc. 94 658 −14,87 8 345 −7,53
2026-04-29 13F CFS Investment Advisory Services, LLC 4 637 −11,84 424 −0,70
2026-05-12 13F Moneta Group Investment Advisors Llc 29 011 −14,49 2 558 −7,15
2026-05-06 13F Euro Pacific Asset Management, LLC 7 752 −27,96 1
2026-04-21 13F Diesslin Group, Inc. 8 664 −28,10 764 −21,98
2026-04-08 13F Sharper & Granite LLC 12 805 −12,59 1 129 −5,13
2026-05-04 13F Clear Investment Research, Llc 5 801 −11,73 511 −4,13
2026-04-30 13F Independence Bank of Kentucky 900 −18,48 79 −11,24
2026-05-08 13F Westview Management dba Westview Investment Advisors 0 −100,00 0
2026-05-07 13F West Family Investments, Inc. 384 343 −8,96 34 067 −1,07
2026-02-12 13F Cloud Capital Management, LLC 0 −100,00 0
2026-05-14 13F HighPoint Advisor Group LLC 38 836 −2,00 3 424 6,44
2026-04-13 13F Farrell Financial LLC 49 772 −1,07 4 388 7,45
2026-04-20 13F Courier Capital Llc 42 659 −10,46 3 761 −2,77
2026-05-04 13F Rogco, Lp 148 000 −30,20 13 048 −24,19
2026-04-06 13F Sincerus Advisory, LLC 5 133 −0,98 453 7,62
2026-04-09 13F Chemistry Wealth Management LLC 345 594 −1,04 30 468 7,48
2026-05-12 13F Atlantic Union Bankshares Corp 7 815 −9,85 689 −2,13
2026-05-12 13F Kingsview Wealth Management, LLC 343 318 −23,20 30 267 −16,59
2026-04-20 13F Sowell Financial Services LLC 154 152 −24,65 13 590 −18,16
2026-04-14 13F Cathy Pareto & Associates, Inc 31 322 −1,25 2 760 7,19
2026-05-01 13F American Trust 23 373 −39,21 2 061 −33,97
2026-04-17 13F HHM Wealth Advisors, LLC 5 107 −1,69 450 6,89
2026-05-11 13F Empirical Asset Management, LLC 5 459 −2,12 481 6,42
2026-05-12 13F Graham Capital Wealth Management, Llc 11 758 −2,28 1 037 6,15
2026-04-21 13F Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 −100,00 0
2026-02-17 13F Private Advisor Group, LLC Put 0 −100,00 0
2026-05-01 13F Miller Financial Services LLC 0 −100,00 0
2026-05-06 13F Keystone Financial Services 25 673 −60,63 2 263 −57,24
2026-05-06 13F Assetmark, Inc 843 005 −19,28 74 319 −12,32
2026-04-30 13F Sumitomo Mitsui Trust Holdings, Inc. 3 614 120 −45,31 318 621 −40,61
2026-05-13 13F Keystone Financial Group 52 609 −48,24 4 638 −43,79
2026-04-24 13F Private Advisor Group, LLC 231 074 −10,01 20 371 −2,26
2026-04-24 13F Private Advisor Group, LLC Call 1 000 −33,33 4 −70,00
2026-05-05 13F Bcm Advisors, Llc 3 133 −14,40 266 −22,45
2026-04-21 13F Pallas Capital Advisors LLC 8 157 −0,69 719 7,96
2026-04-30 13F Commons Capital, Llc 0 −100,00 0
2026-04-02 13F Horizons Wealth Management 1 760 −8,29 155 0,00
2026-04-23 13F Ewa, Llc 20 896 −58,71 1 842 −55,15
2026-05-13 13F Principal Securities, Inc. 88 496 −17,38 7 802 −10,26
2026-02-17 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2026-02-17 13F Pureheart Capital Pte Ltd. 0 −100,00 0
2026-05-05 13F Caldwell Securities, Inc 0 −100,00 0 −100,00
2026-04-13 13F Mather Group, Llc. 51 292 −11,89 4 522 −4,32
2026-04-15 13F Optivise Advisory Services LLC 10 441 −8,07 921 −0,11
2026-05-15 13F Compass Wealth Management, LLC/GA 13 838 −6,11 1 220 1,92
2026-05-04 13F Lifeworks Advisors, LLC 208 507 −8,67 18 382 −0,81
2026-02-17 13F Main Street Financial Solutions, LLC 32 020 −11,82 2 599 −1,63
2026-04-21 13F Morton Capital Management LLC/CA 151 645 −6,56 13 369 1,49
2026-05-12 13F Centric Wealth Management 3 564 −0,36 303 −3,51
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 64 620 −4,17 5 697 4,07
2026-05-14 13F Bridgewealth Advisory Group, LLC 26 950 −23,65 2 376 −17,10
2026-05-06 13F Shared Vision Wealth Group LLC 18 089 −51,27 1 595 −54,87
2026-04-30 13F Simplicity Wealth,LLC 19 568 −45,66 1 725 −40,99
2026-04-28 13F B.O.S.S. Retirement Advisors, LLC 0 −100,00 0
2026-05-05 13F Compass Financial Group, Inc. 42 339 −1,47 3 733 7,00
2026-05-11 13F MainStreet Investment Advisors LLC 13 822 −4,15 1 219 4,10
2026-04-17 13F Braeburn Wealth Management LLC 106 317 −36,63 9 373 −31,17
2026-05-05 13F HighTower Advisors, LLC 3 290 890 −2,95 290 124 5,41
2026-04-21 13F Systelligence, LLC 35 457 −61,62 3 126 −58,33
2026-04-22 13F Janney Montgomery Scott LLC 874 505 −36,09 77 −30,63
2026-05-15 13F 3EDGE Asset Management, LP 4 046 −10,92 357 −3,26
2026-05-15 13F Perennial Investment Advisors, LLC 37 466 −41,59 3 303 −36,57
2026-05-15 13F Ascent Group, LLC 135 446 −58,31 11 941 −54,72
2026-04-30 13F Kornitzer Capital Management Inc /ks 10 379 −11,35 915 −3,68
2026-04-22 13F Eqis Capital Management, Inc. 0 −100,00 0
2026-05-07 13F Summit Global Investments 0 −100,00 0
2026-04-16 13F Center For Asset Management LLC 12 175 −29,81 1 073 −23,74
2026-05-01 13F Arlington Capital Management, Inc. 118 869 −39,92 10 479 −34,75
2026-05-15 13F Briggs Wealth Management, Inc 3 965 −6,57 350 1,45
2026-05-14 13F Wills Financial Group LLC 146 271 −0,59 12 900 8,01
2026-04-17 13F Total Clarity Wealth Management, Inc. 14 780 −4,89 1 303 3,33
2026-04-27 13F Cresta Advisors, Ltd. 0 −100,00 0
2026-05-12 13F Reyes Financial Architecture, Inc. 2 968 −13,92 262 −6,45
2026-04-22 13F Apollon Financial, LLC 73 811 −2,07 6 507 6,38
2026-05-15 13F Peapack Gladstone Financial Corp 5 820 −0,65 1
2026-05-04 13F Citizens National Bank Trust Department 33 252 −1,26 2 931 7,24
2026-04-24 13F Mackay Shields Llc 390 150 −17,86 34 396 −10,79
2026-04-10 13F Quaker Wealth Management, LLC 0 −100,00 0
2026-05-12 13F Dynamic Financial Group 6 701 −11,85 591 −4,38
2026-06-01 13F Flagship Wealth Advisors, Llc 2 954 −19,47 184 −38,05
2026-05-06 13F Dunhill Financial, LLC 218 −53,32 19 −48,65
2026-02-12 13F Mizuho Bank, Ltd. 0 −100,00 0
2026-05-15 13F Talon Private Wealth, LLC 4 199 −31,73 370 −3,39
2026-05-08 13F Gen-Wealth Partners Inc 3 385 −30,12 298 −24,17
2026-05-14 13F Cauble & Harre Wealth Management, Inc. 110 073 −3,56 9 765 5,40
2026-05-11 13F Ashton Thomas Private Wealth, LLC 277 084 −6,48 24 428 1,57
2026-05-15 13F Parallax Volatility Advisers, L.P. Put 0 −100,00 0 −100,00
2026-04-20 13F ABLE Financial Group, LLC 99 294 −16,54 8 754 −9,35
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 547 969 −68,17 48 309 −65,43
2026-05-13 13F First Trust Advisors Lp 22 478 −33,98 1 982 −28,30
2026-05-06 13F/A McAlvany Wealth Management LLC 8 087 −0,06 687 4,57
2026-04-28 13F Sage Rhino Capital Llc 194 691 −35,25 17 164 −29,68
2026-04-08 13F Fermata Advisors, LLC 71 807 −12,82 6 331 −5,31
2026-04-27 13F Commonwealth Equity Services, Llc 0 −100,00 0 −100,00
2026-04-08 13F Sapient Capital Llc 147 703 −7,50 13 021 −0,20
2026-05-14 13F Vivaldi Capital Management, LLC 115 195 −4,17 10 156 4,08
2026-05-14 13F/A First Eagle Investment Management, LLC 2 868 −8,11 253 −0,40
2026-05-15 13F Fairview Capital Investment Management, Llc 133 544 −9,05 11 773 −1,22
2026-05-07 13F Intellus Advisors LLC 576 422 −1,73 50 817 6,73
2026-05-13 13F Brinker Capital Investments, LLC 341 183 −6,14 30 079 1,94
2026-01-27 13F Summit Financial Wealth Advisors, LLC 0 −100,00 0
2026-04-22 13F Investment Advisory Group, LLC 5 564 −7,44 491 0,62
2026-05-14 13F Insight Wealth Partners, LLC 52 747 −42,53 4 650 −37,58
2026-04-21 13F Kooman & Associates 2 547 −0,16 225 8,21
2026-05-01 13F Strategic Wealth Advisors LLC 7 524 −5,69 1
2026-05-15 13F EFG International AG 171 740 −1,98 15 141 6,46
2026-04-22 13F Old Point Trust & Financial Services N A 9 250 −4,64 815 3,56
2026-04-27 13F Td Private Client Wealth Llc 24 470 −6,10 2 157 1,99
2026-05-12 13F First American Trust, Fsb 268 896 −20,52 23 706 −13,68
2026-05-15 13F Millennium Management Llc 48 820 −41,12 4 304 −36,06
2026-05-14 13F Ieq Capital, Llc 714 596 −12,06 62 999 −4,49
2026-05-11 13F Blueprint Financial Advisors LLC 85 625 −2,74 7 549 5,64
2026-04-08 13F Lakeridge Wealth Management LLC 7 856 −1,73 693 6,79
2026-05-14 13F StoneX Group Inc. 6 325 −27,57 552 −22,80
2026-05-11 13F Manchester Capital Management LLC 3 325 −37,56 293 −32,18
2026-05-08 13F Moors & Cabot, Inc. 25 124 −20,07 2 215 −13,21
2026-05-06 13F Zhang Financial LLC 463 742 −2,04 40 883 6,39
2026-05-12 13F Baker Avenue Asset Management, LP 114 433 −5,86 10 088 2,25
2026-04-13 13F Winthrop Advisory Group LLC 3 741 −22,34 330 −15,64
2026-05-05 13F M3 Wealth Management, LLC 0 −100,00 0 −100,00
2026-05-13 13F RiverGlades Family Offices LLC 88 039 −0,52 7 762 20,51
2026-04-02 13F Noble Wealth Management PBC 21 650 −2,42 1 909 5,94
2026-05-06 13F LPL Financial LLC 10 179 920 −25,92 897 462 −19,54
2026-04-22 13F Caldwell Trust Co 2 129 −2,29 188 6,25
2026-04-27 13F Rochester Wealth Strategies, LLC 83 839 −17,43 7 391 −10,31
2026-04-23 13F American National Bank 13 441 −0,07 1 185 8,52
2026-04-29 13F IAG Wealth Partners, LLC 1 130 −15,04 100 −7,48
2026-02-06 13F Forefront Wealth Partners, LLC 0 −100,00 0
2026-04-27 13F Wbh Advisory Inc 6 879 −8,84 617 0,65
2026-05-20 13F January Capital Advisors LLC 24 635 −44,75 2 172 41,90
2026-05-05 13F Sanctuary Advisors, LLC 728 291 −23,33 64 206 −16,73
2026-04-20 13F Hoxton Planning & Management, LLC 8 786 −60,16 775 −56,76
2026-04-27 13F Oxbow Advisors, LLC 680 458 −15,20 59 989 −7,90
2026-04-23 13F J.w. Cole Advisors, Inc. 0 −100,00 0
2026-05-12 13F Advyzon Investment Management, LLC 42 538 −43,99 3 750 −39,16
2026-05-01 13F Clarity Financial LLC 6 468 −31,40 570 −25,49
2026-04-24 13F Lynx Investment Advisory 47 819 −7,36 4 216 0,62
2026-05-15 13F Brooks, Moore & Associates, Inc. 0 −100,00 0
2026-04-22 13F KG&L Capital Management,LLC 3 303 −16,84 291 −9,63
2026-04-17 13F BAM Wealth Management, LLC 2 982 −29,15 263 −23,17
2026-04-08 13F Capital Advisors Wealth Management, LLC 22 497 −21,48 1 983 −14,71
2026-04-02 13F Crumly & Associates Inc. 4 797 −14,95 423 −7,66
2026-05-06 13F Oxford Financial Group Ltd 2 473 −16,82 218 −9,54
2026-05-01 13F International Assets Investment Management, Llc 7 237 −22,82 649 −14,72
2026-05-14 13F Capital Analysts, Inc. 143 489 −17,43 13 −14,29
2026-04-29 13F Strategic Blueprint, LLC 81 897 −39,25 7 220 −34,02
2026-05-15 13F Coppell Advisory Solutions LLC 0 −100,00 0
2026-04-20 13F Park Edge Advisors, LLC 55 587 −17,45 4 901 −10,34
2026-05-05 13F Ridgeline Wealth Planning, LLC 21 933 −3,26 1 934 5,05
2026-05-12 13F Stifel Financial Corp 2 225 073 −8,52 196 162 −0,64
2026-05-14 13F Missouri Trust & Investment Co 800 −11,11 71 −4,11
2026-04-29 13F Schmidt P J Investment Management Inc 8 212 −12,28 724 −4,74
2026-05-08 13F Walleye Trading LLC Put 2 100 −84,21 185 −82,85
2026-04-23 13F Catalyst Investment Management LLC 28 215 −26,22 2 577 −16,98
2026-04-13 13F Massmutual Trust Co Fsb/adv 20 276 −29,43 1 788 −23,37
2026-04-21 13F AA Financial Advisors, LLC 13 043 −30,07 1 150 −24,06
2026-05-14 13F Ballentine Partners, LLC 100 671 −29,54 8 875 −23,47
2026-04-24 13F United Community Bank 40 841 −19,42 3 601 −12,49
2026-05-05 13F Regions Financial Corp 58 355 −15,08 5 145 −7,76
2026-04-16 13F Five Pine Wealth Management 33 020 −4,18 2 911 4,08
2026-05-08 13F Vontobel Holding Ltd. 73 191 −8,16 6 453 −0,25
2026-05-15 13F Squarepoint Ops LLC Call 0 −100,00 0
2026-04-14 13F Valicenti Advisory Services Inc 4 180 −7,21 0
2026-05-14 13F Meridian Wealth Partners, LLC 2 993 −34,28 264 −28,73
2026-04-09 13F Life Line Wealth Management Llc 432 527 −48,16 38 132 −43,70
2026-05-08 13F Bruce G. Allen Investments, LLC 1 695 −12,18 149 −4,49
2026-05-14 13F Financial Engines Advisors L.L.C. 16 393 −7,80 1 445 0,14
2026-05-15 13F Barnes Wealth Management Group, Inc 9 063 −54,88 799 −51,04
2026-05-12 13F Three Bridge Wealth Advisors, LLC 184 324 −6,86 16 250 1,16
2026-05-12 13F Focused Alpha, Llc 0 −100,00 0
2026-05-14 13F Jump Financial, LLC 0 −100,00 0
2026-05-07 13F Rothschild Investment Llc 2 198 −26,93 194 −20,90
2026-04-10 13F Octavia Wealth Advisors, LLC 3 552 −11,77 313 −3,99
2026-05-07 13F American Asset Management Inc. 3 235 −46,40 285 −41,72
2026-04-30 13F VUB Generali dochodkova spravcovska spolocnost, a.s. 42 000 −23,64 3 703 −17,07
2026-05-08 13F Steward Partners Investment Advisory, Llc 639 925 −12,65 56 416 −5,13
2026-05-12 13F Benjamin Edwards Inc 9 775 −42,13 862 −37,15
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 2 077 −0,91 183 7,65
2026-04-23 13F Narwhal Capital Management 671 733 −0,13 59 220 8,47
2026-05-14 13F Proficio Capital Partners LLC 2 072 841 −2,55 182 742 5,84
2026-04-30 13F Titleist Asset Management, Llc 43 556 −5,37 3 840 2,78
2026-04-08 13F First Heartland Consultants, Inc. 9 129 −47,99 805 −43,54
2026-04-29 13F Broussard Financial Group LLC 157 102 −6,19 13 850 1,89
2026-01-27 13F Brighton Jones Llc 0 −100,00 0
2026-02-09 13F Koesten, Hirschmann & Crabtree, INC. 0 −100,00 0
2026-05-15 13F Flow Traders U.s. Llc 0 −100,00 0
2026-04-02 13F Silverleafe Capital Partners, LLC 115 882 −6,52 10 216 1,53
2026-05-14 13F Twin Tree Management, LP Call 56 900 −81,03 5 016 −79,40
2026-05-14 13F Twin Tree Management, LP Put 478 500 −79,94 42 185 −78,21
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 56 816 −44,73 5 009 −39,97
2026-05-13 13F Alesco Advisors Llc 24 421 −9,32 2 153 −1,51
2026-05-06 13F Tyche Wealth Partners LLC 2 799 −92,31 247 −91,67
2026-05-07 13F Avidian Wealth Solutions, LLC 16 299 −5,01 1 437 3,16
2026-04-10 13F Sound Stewardship, LLC 4 850 −21,14 428 −14,43
2026-05-11 13F Thompson Siegel & Walmsley Llc 54 393 −0,16 5 0,00
2026-04-20 13F Naples Global Advisors, Llc 5 213 −4,58 460 3,61
2026-05-13 13F Headlands Technologies LLC 0 −100,00 0
2026-04-07 13F Retirement Wealth Solutions LLC 6 018 −52,78 531 −48,74
2026-04-23 13F Oppenheimer & Co Inc 31 027 −6,72 2 735 1,33
2026-05-06 13F Kitching Partners, Llc 94 979 −3,99 8 373 4,28
2026-04-22 13F Union Bancaire Privee, UBP SA 3 385 −49,29 218 −46,29
2026-04-20 13F Kfg Wealth Management, Llc 2 830 −15,95 249 −8,79
2026-05-12 13F Mengis Capital Management, Inc. 66 013 −3,31 5 820 5,02
2026-04-29 13F Sagace Wealth Management LLC 33 961 −3,99 2 994 4,28
2026-05-11 13F Foundations Investment Advisors, LLC 625 626 −23,55 55 155 −16,96
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 5 209 −2,40 459 6,00
2026-05-05 13F W.G. Shaheen & Associates DBA Whitney & Co 11 197 −2,20 987 6,24
2026-04-07 13F Park Avenue Securities Llc 584 437 −62,37 52 −59,52
2026-05-11 13F Atlas Capital Advisors Llc 4 097 −5,38 361 2,85
2026-05-15 13F Mission Wealth Management, Lp 15 981 −1,38 1 409 7,07
2026-04-09 13F Wealth Quarterback LLC 181 382 −9,87 15 991 −2,11
2026-04-16 13F First Community Trust Na 0 −100,00 0
2026-05-12 13F Absolute Capital Management, LLC 3 380 −56,83 298 −53,07
2026-04-01 13F Signature Wealth Management Group 5 879 −12,81 518 −5,30
2026-04-09 13F Park Place Capital Corp 17 −73,02 1 −80,00
2026-04-01 13F Burkett Financial Services, Llc 1 730 −9,90 153 −1,94
2026-05-15 13F Summit Financial, LLC 256 644 −4,99 22 626 3,19
2026-02-11 13F Lifestyle Asset Management, Inc. 0 −100,00 0
2026-04-27 13F Argos Wealth Advisors, LLC 430 216 −0,51 37 928 8,06
2026-05-14 13F Sunesis Advisors, LLC 20 828 −26,15 1 836 −19,79
2026-04-22 13F Clear Creek Financial Management, LLC 106 926 −7,97 9 427 −0,05
2026-05-15 13F Excelsior Advisor Network LLC 71 573 −11,47 6 310 −3,86
2026-04-30 13F Stablepoint Partners, LLC 117 815 −17,72 10 387 −10,64
2026-05-14 13F LifePlan Investment Advisors, Inc. 49 567 −28,46 4 370 −22,30
2026-04-08 13F Lineweaver Wealth Advisors, LLC 91 739 −3,37 8 088 4,94
2026-04-14 13F Capital Asset Managemnet, LLC 2 793 −62,27 246 −60,26
2026-05-14 13F David R. Rahn & Associates Inc. 45 690 −13,42 4 028 −5,95
2026-05-15 13F Bank Of America Corp /de/ 28 294 059 −6,53 2 494 404 1,52
2026-05-18 13F Ashton Thomas Securities, Llc 27 305 −18,90 2 406 −11,81
2026-05-05 13F Birchwood Financial Partners, Inc. 5 226 −34,53 461 −28,90
2026-02-05 13F Isthmus Partners, Llc 0 −100,00 0
2026-04-17 13F Swp Financial Llc 8 059 −71,40 710 −68,95
2026-04-16 13F Financial Management Network Inc 64 780 −3,30 5 812 6,39
2026-04-29 13F LiftPoint Family Wealth Advisors LLC 6 447 −58,78 568 −55,24
2026-05-13 13F GeoWealth Management, LLC 4 570 −48,38 403 −44,01
2026-04-08 13F Spinnaker Investment Group, LLC 3 794 −45,34 334 −40,67
2026-04-17 13F Gibson Capital, LLC 70 267 −0,01 6 195 8,61
2026-05-14 13F Satovsky Asset Management Llc 30 559 −0,29 2 694 8,32
2026-05-01 13F SFE Investment Counsel 9 124 −4,28 804 4,01
2026-04-16 13F Warren Street Wealth Advisors, LLC 4 695 −0,68 414 7,83
2026-04-23 13F Forum Financial Management, LP 18 535 −14,83 1 634 −7,47
2026-04-08 13F Towerpoint Wealth, LLC 45 991 −9,98 4 055 −2,22
2026-04-16 13F Brookstone Capital Management 248 381 −14,28 21 897 −6,90
2026-04-14 13F Portfolio Resources Advisor Group, Inc. 6 579 −66,11 580 −63,17
2026-04-28 13F Robertson Stephens Wealth Management, LLC 18 879 −7,63 1 664 0,36
2026-05-13 13F D L Carlson Investment Group Inc 90 813 −6,27 8 006 1,81
2026-04-10 13F OMNI 360 Wealth, Inc. 0 −100,00 0
2026-05-04 13F Modus Advisors, LLC 273 272 −8,04 24 092 −0,12
2026-05-11 13F/A GFS Advisors, LLC 89 805 −14,18 7 917 −6,78
2026-02-06 13F GPS Wealth Strategies Group, LLC 6 −99,63 0 −100,00
2026-04-29 13F TriaGen Wealth Management LLC 88 036 −1,06 7 761 7,46
2026-04-16 13F Quotient Wealth Partners, LLC 4 840 −12,27 427 −4,70
2026-05-13 13F AE Wealth Management LLC 65 618 −14,99 5 785 −7,68
2026-05-05 13F RFG - Bristol Wealth Advisors, LLC 28 416 −10,57 2 505 −2,87
2026-02-17 13F Optiver Holding B.V. 0 −100,00 0
2026-05-11 13F Fortis Capital Management LLC 4 288 −11,18 378 −3,32
2026-05-12 13F Strategic Wealth Partners, Ltd. 20 632 −6,70 1 819 1,28
2026-04-20 13F LS Investment Advisors, LLC 2 925 −7,29 258 0,39
2026-04-09 13F Stewardship Concepts Financial Services Llc 51 317 −2,66 4 524 5,65
2026-04-21 13F Armbruster Capital Management, Inc. 7 525 −18,65 663 −11,60
2026-04-08 13F Stonebridge Financial Group, LLC 166 157 −1,31 14 648 7,19
2026-05-11 13F Estate Planners Group, LLC 0 −100,00 0
2026-04-17 13F Baker Ellis Asset Management LLC 5 500 −15,38 485 −8,16
2026-05-05 13F Clear Harbor Asset Management, LLC 174 669 −18,68 15 399 −11,67
2026-05-13 13F American Investment Services, Inc. 91 176 −10,83 8 038 −3,14
2026-05-14 13F Atomi Financial Group, Inc. 120 094 −6,44 10 588 1,62
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 −100,00 0
2026-04-22 13F Spirepoint Private Client, Llc 0 −100,00 0
2026-05-12 13F Independent Advisor Alliance 63 736 −37,42 5 619 −32,04
2026-04-21 13F One Wealth Advisors, LLC 36 009 −22,20 3 175 −15,50
2026-05-07 13F Palisades Hudson Asset Management, L.P. 73 252 −26,11 6 −25,00
2026-05-04 13F Geneos Wealth Management Inc. 40 622 −34,53 3 581 −28,89
2026-05-20 13F Norris Financial Group, LLC 236 569 −0,63 20 856 7,92
2026-05-14 13F White Lighthouse Investment Management Inc. 193 568 −6,34 17 065 1,72
2026-04-29 13F WealthPLAN Partners, LLC 3 091 −18,57 273 −11,69
2026-05-07 13F JSF Financial, LLC 215 168 −6,41 18 969 1,65
2026-04-10 13F Naviter Wealth, LLC 27 491 −3,18 2 424 5,16
2026-05-04 13F Flynn Zito Capital Management, Llc 2 525 −2,47 223 5,71
2026-05-13 13F ShoreHaven Wealth Partners, LLC 34 980 −47,39 3 084 −42,87
2026-05-15 13F Tradition Wealth Management, LLC 8 375 −20,12 738 −13,18
2026-04-07 13F Signaturefd, Llc 21 158 −12,19 1 865 −4,60
2026-04-30 13F DMG Group, LLC 18 070 −5,55 1 593 2,64
2026-05-04 13F Two West Capital Advisors LLC 4 314 −38,68 369 −35,38
2026-04-13 13F Market Street Wealth Management Advisors Llc 2 433 −11,30 214 −3,60
2026-05-05 13F BlueChip Wealth Advisors LLC 4 882 −0,87 430 7,77
2026-05-15 13F Morgan Stanley 23 258 601 −6,58 2 050 479 1,47
2026-05-01 13F Mutual Advisors, LLC 67 465 −58,38 5 948 −54,80
2026-05-12 13F Stokes Family Office, LLC 2 820 −75,72 249 −73,67
2026-04-20 13F First PREMIER Bank 23 401 −0,06 2 100,00
2026-04-23 13F Intrua Financial, LLC 9 712 −60,21 856 −56,79
2026-05-06 13F Hurley Capital, LLC 111 −34,32 10 −30,77
2026-05-11 13F West Wealth Group, LLC 28 749 −61,98 2 535 −58,71
2026-04-24 13F Swmg, Llc 10 823 −53,55 954 −56,08
2026-04-17 13F Signal Advisors Wealth, LLC 5 665 −21,34 499 −14,55
2026-04-24 13F Keybank National Association/oh 3 617 414 −2,45 318 911 5,95
2026-04-20 13F Eagle Strategies LLC 44 328 −14,01 3 908 −6,62
2026-05-28 13F Blue Fin Capital, Inc. 13 554 −11,96 1 195 −4,40
2026-04-22 13F Spire Wealth Management 137 797 −3,92 12 148 4,36
2026-04-13 13F E Fund Management Co., Ltd. 149 964 −60,77 13 221 −44,54
2026-04-30 13F Private Trust Co Na 16 587 −20,61 1 561 −7,91
2026-04-20 13F Tanglewood Wealth Management, Inc. 917 288 −11,97 80 868 −4,39
2026-05-01 13F Eq Wealth Advisors, Llc 51 665 −14,63 4 555 −7,29
2026-05-15 13F KM Capital Management Ltd. 0 −100,00 0
2026-04-20 13F Cushing Capital Partners, LLC 37 984 −26,68 3 349 −20,36
2026-04-13 13F Gill Capital Partners, Llc 2 520 −1,14 222 7,77
2026-04-28 13F Walser Wealth Management Company, A Ltd Liability Co 6 097 −7,61 538 0,37
2026-05-15 13F Citadel Advisors Llc 1 296 017 −38,54 114 257 −33,24
2026-05-15 13F Citadel Advisors Llc Call 1 718 300 −15,88 151 485 −8,63
2026-04-27 13F Independent Solutions Wealth Management, LLC 40 613 −52,98 3 580 −48,94
2026-04-17 13F Certified Advisory Corp 5 834 −1,57 514 6,86
2026-04-15 13F Trust Point Inc. 38 330 −0,26 3 379 8,34
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 6 845 −1,98 603 6,54
2026-04-22 13F Quintet Private Bank (Europe) S.A. 0 −100,00 0
2026-05-15 13F JT Stratford LLC 12 247 −19,44 1 080 −12,49
2026-05-04 13F Beckerman Institutional, LLC 8 639 −3,68 762 4,53
2026-02-03 13F Mma Asset Management Llc 0 −100,00 0
2026-04-06 13F WASHINGTON TRUST Co 6 510 −13,32 574 −5,91
2026-01-26 13F Northwest Capital Management Inc 2 924 −68,05 237 −64,41
2026-05-05 13F Gould Asset Management Llc /ca/ 38 159 −11,85 3 364 −4,24
2026-05-04 13F MEMBERS Trust Co 2 728 −1,23 240 7,14
2026-04-22 13F Ariston Services Group 0 −100,00 11 055 7,30
2026-05-22 13F WNY Asset Management, LLC 3 204 −4,67 282 15,57
2026-04-06 13F Versant Capital Management, Inc 68 727 −1,45 6 059 7,03
2026-05-11 13F Garton & Associates Financial Advisors LLC 0 −100,00 0
2026-05-15 13F Chilton Investment Co Llc 3 572 −61,12 315 −57,85
2026-04-17 13F FFG Partners, LLC 16 158 −6,65 1 424 1,42
2026-05-04 13F Wsfs Capital Management, Llc 49 265 −0,97 4 343 7,58
2026-04-23 13F Mayflower Financial Advisors, LLC 20 397 −11,70 1 798 −4,06
2026-04-29 13F Sigma Investment Counselors Inc 118 050 −2,90 10 407 5,46
2026-05-11 13F Biltmore Family Office, LLC 662 025 −0,18 58 364 8,42
2026-05-06 13F Pekin Hardy Strauss, Inc. 104 816 −1,64 9 241 6,83
2026-05-01 13F Vantage Point Financial LLC 3 882 −62,43 342 −59,19
2026-04-27 13F Tennessee Valley Asset Management Partners 49 556 −65,83 4 369 −62,89
2026-05-12 13F Jane Street Group, Llc 372 589 −5,18 32 847 2,99
2026-04-27 13F Osborne Partners Capital Management, Llc 120 637 −31,50 10 635 −25,60
2026-05-05 13F Sofi Wealth, Llc 241 110 −13,14 21 256 −5,65
2026-04-29 13F Axxcess Wealth Management, Llc 671 507 −13,53 59 200 −6,08
2026-05-15 13F Gotham Asset Management, LLC 730 031 −8,33 64 360 −0,44
2026-04-06 13F Stableford Capital Ii Llc 46 587 −50,61 4 107 −46,35
2026-04-16 13F Evolve Private Wealth, Llc 240 561 −7,60 21 208 0,36
2026-05-13 13F Mach-1 Financial Group, Inc. 0 −100,00 0
2026-04-22 13F Parcion Private Wealth LLC 328 795 −1,62 28 987 6,85
2026-05-14 13F Evergreen Capital Management Llc 33 281 −14,49 2 934 −7,12
2026-04-15 13F Exchange Traded Concepts, Llc 0 −100,00 0
2026-04-16 13F Flywheel Private Wealth LLC 32 100 −0,52 2 830 8,02
2026-04-28 13F Ntv Asset Management Llc 175 309 −3,69 15 455 4,60
2026-04-29 13F Atlas Wealth Partners, LLC 8 031 −0,17 708 8,42
2026-05-05 13F Bank of New York Mellon Corp 1 690 480 −23,31 149 033 −16,71
2026-05-12 13F Bank of Jackson Hole Trust 47 417 −7,88 4 180 0,05
2026-04-09 13F Secure Asset Management, LLC 4 295 −9,04 379 −1,31
2026-05-11 13F Cadinha & Co Llc 521 612 −0,97 45 985 7,56
2026-05-11 13F Integrity Alliance, Llc. 8 691 −35,72 766 −30,17
2026-05-01 13F Sovran Advisors, LLC 57 677 −19,49 5 009 −19,35
2026-04-28 13F Integrated Advisors Network LLC 17 148 −65,59 1 512 −62,64
2026-05-08 13F Firestone Capital Management 59 128 −4,57 5 213 3,64
2026-04-15 13F Sowa Financial Group, Inc. 296 941 −25,11 26 −18,75
2026-04-28 13F Whittier Trust Co 56 945 −11,79 4 989 −8,68
2026-04-24 13F Sumitomo Mitsui DS Asset Management Company, Ltd 126 067 −26,21 11 114 −19,85
2026-04-28 13F Cobblestone Asset Management LLC 15 660 −66,93 1 381 −64,09
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 203 770 −1,31 17 965 7,28
2026-04-24 13F Vision Capital Management, Inc. 301 595 −21,09 26 589 −14,30
2026-05-05 13F Fisher Asset Management, LLC 9 511 −7,43 839 0,60
2026-04-28 13F Red Mountain Financial, LLC 43 332 −2,35 3 820 6,05
2026-02-11 13F Fund Evaluation Group, LLC 0 −100,00 0
2026-05-15 13F Alliancebernstein L.p. 5 840 787 −8,04 474 097 −8,04
2026-04-21 13F Paradigm Financial Partners, Llc 8 640 −25,27 762 −18,87
2026-05-05 13F Bank Julius Baer & Co. Ltd, Zurich 371 707 −5,60 32 770 2,53
2026-02-11 13F Lowe Brockenbrough & Co Inc 0 −100,00 0
2026-05-14 13F Gwn Securities Inc. 9 630 −7,14 849 0,95
2026-05-05 13F Ackerman Capital Advisors, LLC 105 299 −0,46 9 283 8,12
2026-04-13 13F Cyndeo Wealth Partners, LLC 247 820 −6,71 21 848 1,32
2026-05-13 13F Lantern Wealth Advisors, LLC 6 951 −1,35 613 7,18
2026-04-21 13F Claro Advisors LLC 23 029 −46,65 2 030 −42,05
2026-04-29 13F Koa Wealth Management, LLC 6 282 −14,30 554 −6,90
2026-01-14 13F Worth Asset Management, LLC 0 −100,00 0 −100,00
2026-05-14 13F Rockefeller Capital Management L.P. 1 969 602 −1,48 173 640 7,00
2026-04-29 13F Resonant Capital Advisors, LLC 184 360 −27,11 16 253 −20,83
2026-05-11 13F A4 Wealth Advisors LLC 12 814 −37,04 1 130 −31,66
2026-05-14 13F Raymond James Financial Inc Call 0 −100,00 0 −100,00
2026-05-12 13F One Capital Management, LLC 60 863 −5,38 5 366 2,76
2026-05-07 13F True North Advisors, LLC 0 −100,00 0
2026-04-14 13F Bay Harbor Wealth Management, LLC 17 415 −68,39 1 535 −65,67
2026-05-08 13F Endowment Wealth Management, Inc. 6 567 −21,30 579 −14,62
2026-05-12 13F Colonial Trust Co / SC 10 768 −1,86 949 6,63
2026-04-24 13F ERn Financial, LLC 15 478 −12,42 1 365 −4,88
2026-05-11 13F Savvy Advisors, Inc. 234 338 −26,93 20 659 −20,64
2026-05-14 13F Vident Advisory, LLC 14 872 −35,66 1 311 −30,12
2026-04-24 13F Gilliland Jeter Wealth Management LLC 0 −100,00 0
2026-05-21 13F Verus Capital Partners, Llc 15 385 −22,16 1 356 −15,46
2026-04-21 13F Pinnacle Associates Ltd 12 338 −1,60 1 088 6,88
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 50 493 −2,05 4 451 6,38
2026-04-15 13F Buttonwood Financial Group, LLC 36 039 −65,60 3 177 −64,28
2026-05-05 13F Steel Peak Wealth Management LLC 49 904 −62,10 4 400 −58,83
2026-05-06 13F Fiscal Wisdom Wealth Management, LLC 0 −100,00 0
2026-05-14 13F Neuberger Berman Group LLC 1 132 631 −2,61 99 853 5,78
2026-04-14 13F Shrier Wealth Management, Llc 48 800 −11,31 4 302 −3,67
2026-02-26 13F/A Authentikos Wealth Advisory, LLC 0 −100,00 0
2026-05-05 13F Altman Advisors, Inc. 64 000 −20,62 4 298 −20,50
2026-04-27 13F Cape Ann Savings Bank 131 805 −8,10 11 620 −0,19
2026-04-17 13F Andina Capital Management, LLC 0 −100,00 0
2026-05-11 13F Rinkey Investments 0 −100,00 0
2026-04-28 13F Belpointe Asset Management LLC 10 494 −14,81 925 −7,41
2026-05-01 13F Summit Place Financial Advisors, LLC 98 254 −5,53 8 662 2,62
2026-05-04 13F Checchi Capital Advisers, LLC 316 911 −11,58 27 939 −3,97
2026-05-11 13F Per Stirling Capital Management, LLC. 60 600 −9,01 5 343 −1,17
2026-05-15 13F Transamerica Financial Advisors, Inc. 1 977 −59,91 174 −56,50
2026-04-16 13F Kure Advisory, LLC 88 188 −5,43 7 775 2,71
2026-05-06 13F Hartland & Co., LLC 34 304 −1,12 3 024 7,39
2026-04-15 13F Braun-Bostich & Associates Inc. 17 813 −40,04 1 570 −34,88
2026-05-13 13F Measured Wealth Private Client Group, LLC 248 −12,06 22 −4,55
2026-02-17 13F SageView Advisory Group, LLC 7 515 −2,02 610 9,14
2026-04-07 13F City Center Advisors, LLC 6 156 −0,84 543 7,75
2026-04-07 13F Anderson Hoagland & Co 807 580 −1,20 71 196 7,31
2026-04-10 13F Waldron Private Wealth LLC 34 341 −2,14 3 028 6,29
2026-02-13 13F 1832 Asset Management L.P. 0 −100,00 0 −100,00
2026-05-15 13F Tudor Investment Corp Et Al 132 969 −47,42 11 723 −42,90
2026-04-30 13F Equitable Trust Co 1 702 312 −2,79 150 076 5,58
2026-04-24 13F Charter Oak Capital Management, LLC 0 −100,00 0
2026-02-11 13F Group One Trading, L.p. 0 −100,00 0
2026-05-13 13F Cetera Investment Advisers 1 373 536 −40,78 121 091 −35,69
2026-05-14 13F Quattro Advisors LLC 0 −100,00 0
2026-04-07 13F CoreCap Advisors, LLC 12 222 −36,80 1 078 −31,36
2026-05-13 13F Parker Investment Management, LLC 275 111 −57,76 24 254 −54,13
2026-05-15 13F Quest Investment Management Llc 212 782 −20,66 18 759 −13,83
2026-04-10 13F Briaud Financial Planning, Inc 80 824 −0,49 7 125 8,07
2026-05-14 13F Boyer & Corporon Wealth Management, LLC 236 663 −20,63 20 864 −13,79
2026-04-17 13F Wealth Management Partners, LLC 182 860 −8,44 16 121 −0,56
2026-05-13 13F First Citizens Bank & Trust Co 2 512 −0,63 221 7,80
2026-04-27 13F PFG Investments, LLC 20 365 −37,69 1 795 −32,34
2026-04-30 13F Yukon Wealth Management, Inc. 2 541 −3,24 224 −8,20
2026-04-21 13F RCS Financial Planning, LLC 0 −100,00 0
2026-04-28 13F Appleton Partners Inc/ma 10 392 −1,19 1
2026-04-24 13F National Asset Management, Inc. 24 517 −73,72 2 082 −72,51
2026-05-07 13F Key Capital Management, INC 156 −60,31 14 −58,06
2026-04-21 13F Laurel Oak Wealth Management, Llc 20 108 −4,82 1 773 3,38
2026-05-04 13F Foundation Wealth Management, LLC 3 245 −44,78 286 −40,04
2026-05-01 13F Associated Banc-corp 2 866 −3,31 253 5,00
2026-04-08 13F WealthCare Investment Partners, LLC 104 708 −5,88 8 928 −1,60
2026-04-09 13F Wedmont Private Capital 12 732 −10,42 1 134 −4,87
2026-05-15 13F Lazard Asset Management Llc 0 −100,00 0
2026-04-06 13F Highline Wealth Partners Llc 41 459 −2,47 3 655 5,94
2026-05-15 13F Fmr Llc 14 708 899 −34,38 1 296 737 −28,73
2026-04-17 13F AdvisorNet Financial, Inc 99 684 −0,50 8 788 8,07
2026-05-12 13F IFG Advisory, LLC 145 −99,36 13 −99,35
2026-05-05 13F Advisory Advocates, LLC 9 736 −12,82 858 −5,30
2026-05-15 13F Mercer Global Advisors Inc /adv 682 470 −12,41 60 167 −4,92
2026-02-17 13F Raymond James Financial Inc Put 0 −100,00 0 −100,00
2026-04-15 13F Journey Strategic Wealth Llc 0 −100,00 0
2026-04-14 13F Moisand Fitzgerald Tamayo, LLC 0 −100,00 0
2026-05-12 13F Tiaa Trust, National Association 64 498 −90,89 5 686 −90,10
2026-04-14 13F BSW Wealth Partners 153 554 −0,45 13 537 8,12
2026-05-15 13F Squarepoint Ops LLC 0 −100,00 0
2026-05-15 13F Squarepoint Ops LLC Put 0 −100,00 0
2026-05-14 13F Evoke Wealth, Llc 205 916 −0,38 18 154 8,20
2026-04-16 13F BridgePort Financial Solutions, LLC 44 884 −23,71 3 957 −17,13
2026-04-20 13F McMahon Financial Advisors, LLC 129 077 −7,73 11 379 0,22
2026-05-11 13F Montis Financial, LLC 24 339 −0,16 2 146 8,44
2026-04-27 13F Pensionmark Financial Group, Llc 172 856 −7,44 15 239 0,53
2026-04-20 13F TFB Advisors LLC 0 −100,00 0
2026-04-13 13F IFP Advisors, Inc 566 853 −0,96 49 974 7,57
2026-02-13 13F Prudential Financial Inc 0 −100,00 0
2026-04-14 13F Davies Financial Advisors, Inc. 7 797 −69,68 687 −67,08
2026-04-17 13F RFG Advisory, LLC 28 693 −34,13 2 530 −28,46
2026-05-15 13F/A Tudor Financial Inc. 24 341 −0,53 2 146 8,01
2026-05-15 13F Wealth Preservation Advisors, LLC 0 −100,00 0
2026-05-14 13F Catalytic Wealth RIA, LLC 9 717 −4,51 857 3,76
2026-04-22 13F Gunderson Capital Management Inc. 0 −100,00 0
2026-04-30 13F Hsbc Holdings Plc 624 498 −3,39 55 031 4,88
2026-05-07 13F First Command Advisory Services, Inc. 1 029 567 −6,47 90 767 1,59
2026-05-13 13F Federation des caisses Desjardins du Quebec 5 990 −2,84 528 5,60
2026-05-13 13F/A Jpmorgan Chase & Co 8 865 334 −25,15 752 933 −21,69
2026-05-04 13F Evernest Financial Advisors, LLC 2 534 −3,98 223 −11,51
2026-04-13 13F Kelly Financial Services LLC 48 468 −63,46 4 273 −60,31
2026-05-01 13F Concord Wealth Partners 0 −100,00 0
2026-05-07 13F Capital Performance Advisors Llp 4 500 −21,96 397 −15,38
2026-04-27 13F Capital Advisors Inc/ok 97 717 −0,91 8 615 7,62
2026-05-01 13F Citizens Financial Group Inc/ri 78 370 −11,44 6 909 −3,80
2026-04-08 13F Sharkey, Howes & Javer 89 704 −49,33 7 908 −44,97
2026-05-28 13F Cozad Asset Management Inc 9 419 −0,74 830 7,79
2026-05-15 13F Ashford Capital Management Inc 0 −100,00 0
2026-02-11 13F Cedar Mountain Advisors, LLC 0 −100,00 0
2026-05-06 13F Elyxium Wealth, LLC 43 436 −3,10 3 829 5,25
2026-04-24 13F APCM Wealth Management for Individuals 18 793 −4,86 1 657 3,31
2026-04-24 13F Blue Capital, Inc. 3 510 −4,57 309 3,69
2026-04-21 13F Unique Wealth, Llc 37 606 −30,24 3 315 −24,23
2026-05-01 13F Sachetta, LLC 28 338 −0,11 2 498 8,51
2026-04-10 13F Cooke Wealth Management, LLC 14 288 −11,67 1 260 −10,77
2026-04-30 13F North Capital, Inc. 2 679 −19,40 236 −12,27
2026-05-12 13F/A Panoramic Investment Advisors, Llc 6 815 −5,14 601 2,92
2026-04-29 13F Cary Street Partner Investment Advisory Llc 2 746 −50,72 242 −46,46
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 0 −100,00 0
2026-05-07 13F Basepoint Wealth LLC 931 −5,00 82 3,80
2026-05-04 13F Inlight Wealth Management, LLC 0 −100,00 0
2026-04-28 13F Meridian Investment Counsel Inc. 121 970 −0,88 10 753 7,66
2026-04-17 13F Legacy Wealth Partners, LLC 3 196 −74,77 282 −72,67
2026-05-13 13F Keystone Wealth Services, LLC 16 335 −26,97 1 440 −20,66
2026-05-20 13F Hobbs Group Advisors, LLC 11 576 −17,67 1 021 −10,60
2026-05-01 13F Compass Financial Services Inc 0 −100,00 0
2026-05-15 13F Blue Chip Partners, Inc. 10 116 −2,45 892 5,95
2026-05-15 13F Evelyn Partners Asset Management Ltd 75 984 −6,64 6 699 1,39
2026-04-20 13F Live Oak Private Wealth LLC 3 474 −3,93 306 4,44
2026-04-24 13F Legend Financial Advisors, Inc. 175 659 −9,71 15 486 −1,94
2026-04-30 13F Hyposwiss Advisors SA 3 210 −21,52 283 −14,80
2026-05-29 13F Ipsen Advisor Group LLC 25 691 −35,42 2 265 −29,89
2026-05-12 13F Community Bank, N.A. 13 044 −13,20 1 150 −5,74
2026-04-17 13F Viewpoint Capital Management LLC 8 049 −2,37 710 5,98
2026-05-15 13F National Philanthropic Trust 759 979 −17,93 67 000 −10,86
2026-05-08 13F Wilkerson Advisory Group LLC 497 −31,45 44 −25,86
2026-05-14 13F Empower Advisory Group, LLC 5 404 160 −2,10 476 431 6,33
2026-05-13 13F Monograph Wealth Advisors, Llc 16 561 −19,05 1 460 −12,05
2026-05-06 13F May Hill Capital, LLC 14 101 −54,45 1 243 −50,52
2026-05-04 13F Envestnet Asset Management Inc 8 986 301 −53,45 792 232 −49,44
2026-05-11 13F Legacy Edge Advisors, LLC 5 877 −18,02 518 −10,84
2026-05-15 13F Leslie Global Wealth, LLC 77 269 −16,83 6 812 −9,67
2026-04-09 13F Firethorn Wealth Partners, Llc 11 691 −20,51 1 031 −13,66
2026-04-30 13F Resona Asset Management Co.,Ltd. 75 948 −43,99 6 696 −39,18
2026-05-14 13F Blalock Williams, Llc 2 531 −52,96 223 −48,85
2026-05-15 13F Okabena Investment Services Inc 100 012 −46,36 8 817 −41,74
2026-04-21 13F Carl Stuart Investment Advisor, Inc 528 842 −5,68 46 623 2,45
2026-05-08 13F Resources Investment Advisors, LLC. 843 846 −37,89 74 393 −32,54
2026-04-21 13F Verity Asset Management, Inc. 23 891 −43,57 2 106 −38,71
2026-02-10 13F Guidance Point Advisors, LLC 0 −100,00 0
2026-02-11 13F Townsquare Capital Llc 0 −100,00 0 −100,00
2026-05-01 13F TSA Wealth Managment LLC 37 913 −49,87 3 342 −45,55
2026-05-05 13F Howard Capital Management Inc. 0 −100,00 0
2026-04-17 13F First City Capital Management, Inc. 7 133 −0,83 629 7,72
2026-02-11 13F Ameritas Investment Partners, Inc. 0 −100,00 0 −100,00
2026-05-12 13F Kovack Advisors, Inc. 32 450 −60,72 2 877 −57,11
2026-01-20 13F Cromwell Holdings LLC 0 −100,00 0
2026-05-14 13F Dynasty Wealth Management, Llc 1 011 766 −14,80 89 197 −7,47
2026-01-28 13F Dentgroup LLC 3 509 −10,14 285 0,00
2026-02-02 13F Vista Capital Partners, Inc. 0 −100,00 0
2026-05-11 13F Umb Bank N A/mo 246 209 −0,58 21 706 7,98
2026-05-12 13F Garrison Point Advisors, Llc 6 305 −13,69 556 −6,25
2026-02-13 13F Barclays Plc 2 598 −88,04 211 −86,71
2026-05-11 13F GenWealth Group, Inc. 625 200 −9,16 55 118 −5,36
2026-04-22 13F Capital Investment Management, Inc. 3 682 −63,67 325 −60,58
2026-05-14 13F Marble Wealth, LLC 6 957 −75,31 613 −73,18
2026-04-14 13F Tradewinds Capital Management, LLC 291 −7,03 26 0,00
2026-02-10 13F Colton Groome Financial Advisors, Llc 0 −100,00 0
2026-01-23 13F Keener Financial Planning LLC 0 −100,00 0
2026-04-17 13F CENTRAL TRUST Co 924 593 −9,11 81 512 −1,28
2026-05-05 13F Frazier Financial Advisors, LLC 0 −100,00 0
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 14 729 −52,04 1 299 −55,79
2026-04-23 13F Guardian Wealth Management, LLC 67 733 −12,82 6 033 −4,33
2026-05-05 13F SFI Advisors, LLC 0 −100,00 0
2026-05-15 13F Chevy Chase Trust Holdings, Inc. 1 575 158 −2,27 138 866 6,14
2026-05-05 13F Dahring | Cusmano Llc 46 646 −6,03 4 112 2,06
2026-04-29 13F Impact Investors, Inc 126 267 −9,79 11 132 −2,02
2026-04-08 13F Ehrlich Financial Group 30 958 −44,18 2 729 −39,37
2026-04-21 13F E&G Advisors, LP 3 952 −0,08 348 8,41
2026-05-13 13F Marex Group plc 72 610 −0,80 6 401 7,74
2026-04-08 13F Doliver Advisors, Lp 9 215 −7,15 812 0,87
2026-05-05 13F Mraz, Amerine & Associates, Inc. 17 154 −3,33 1 512 5,00
2026-04-28 13F Sheridan Capital Management, LLC 11 573 −48,87 1 020 −44,47
2026-04-09 13F CRA Financial Services, LLC 6 764 −0,44 596 8,17
2026-04-29 13F First Interstate Bank 0 −100,00 0
2026-04-30 13F Beacon Harbor Wealth Advisors, Inc. 165 164 −2,43 14 561 5,98
2026-05-12 13F Great Diamond Partners, LLC 5 744 −18,49 506 −11,54
2026-04-27 13F Truist Financial Corp 5 217 656 −11,63 459 989 −4,02
2026-05-13 13F Forthright Family Wealth Advisory LLC 0 −100,00 0
2026-04-24 13F Bedminster, LLC 36 027 −22,95 3 176 −16,31
2026-05-15 13F Nearwater Capital Markets, Ltd 43 400 −1,59 3 826 6,90
2026-05-05 13F Bluedoor Private Wealth, Llc 48 191 −12,35 4 249 −4,80
2026-05-11 13F MCF Advisors LLC 19 966 −0,39 1 760 8,17
2026-05-14 13F Clarkston Capital Partners, LLC 0 −100,00 0
2026-04-30 13F Mmbg Investment Advisors Co. 0 −100,00 0
2026-05-11 13F Sargent Investment Group, LLC 2 659 −7,48 234 0,43
2026-05-01 13F FDx Advisors, Inc. 54 486 −17,23 5 −20,00
2026-04-16 13F Telos Capital Management, Inc. 3 602 −2,65 318 5,67
2026-05-12 13F Tme Financial, Inc. 43 002 −10,39 3 791 −2,67
2026-05-11 13F Madden Advisory Services, Inc. 87 831 −2,16 7 743 6,27
2026-04-10 13F AssuredPartners Investment Advisors, LLC 20 167 −83,55 1 767 −82,26
2026-05-14 13F Brown Brothers Harriman & Co 31 065 −12,42 2 739 −4,90
2026-04-27 13F Tsfg, Llc 144 050 −13,36 13 −7,69
2026-01-26 13F Hendershot Investments Inc. 0 −100,00 0
2026-02-12 13F Aviva Plc 0 −100,00 0
2026-05-12 13F M&t Bank Corp 242 052 −24,59 21 339 −18,09
2026-04-14 13F Centerline Wealth Advisors, LLC 37 856 −37,97 3 337 −32,63
2026-05-14 13F Synergy Investment Management, LLC 37 516 −40,14 3 308 −34,99
2026-05-16 13F Guardian Partners Inc. 15 000 −50,00 1 322 −52,57
2026-04-29 13F Patron Partners Advisors, Llc 2 984 −3,24 263 5,20
2026-02-12 13F First Financial Bankshares Inc 0 −100,00 0 −100,00
2026-04-22 13F Phoenix Wealth Advisors 10 337 −3,21 911 5,20
2026-04-27 13F Bulltick Wealth Management, LLC 141 532 −35,87 12 477 −30,35
2026-04-13 13F Lake Street Financial Llc 7 013 −0,76 618 7,85
2026-05-14 13F We Are One Seven, LLC 216 474 −37,78 19 084 −32,42
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 212 540 −15,80 18 738 −8,54
2026-05-12 13F Ameritas Advisory Services, LLC 53 072 −4,66 4 679 3,54
2026-05-14 13F Prudential Plc 211 599 −20,55 18 655 −13,71
2026-04-06 13F Washington Trust Advisors, Inc. 713 −25,81 63 −20,51
2026-04-22 13F Apollon Wealth Management, LLC 168 374 −4,95 14 844 3,23
2026-05-13 13F NewEdge Wealth, LLC 129 632 −15,82 11 428 −8,58
2026-04-13 13F Amplius Wealth Advisors, LLC 64 522 −0,26 5 688 8,34
2026-04-22 13F Stone House Investment Management, LLC 45 818 −64,24 4 039 −61,16
2026-04-17 13F Sovereign Financial Group, Inc. 10 424 −43,26 919 −38,43
2026-04-27 13F 4wealth Advisors, Inc. 3 799 −36,08 323 −33,20
2026-05-13 13F Financial Synergies Wealth Advisors, Inc. 7 512 −21,68 662 −14,91
2026-05-15 13F Susquehanna International Group, Llp Put 354 200 −46,28 31 226 −41,65
2026-06-01 13F Concorde Asset Management, LLC 3 477 −27,12 307 −20,93
2026-05-12 13F Tocqueville Asset Management L.p. 1 635 839 −6,75 144 216 1,28
2026-04-21 13F Columbus Macro, LLC 25 277 −5,19 2 228 2,96
2026-04-20 13F Fairvoy Private Wealth, LLC 10 046 −12,64 886 −5,14
2026-05-13 13F Signature Equity Partners, LLC 224 −33,13 20 −29,63
2026-04-16 13F Smith Thornton Advisors LLC 60 366 −0,57 5 322 7,97
2026-04-20 13F Aegis Wealth Management, Inc. 0 −100,00 0
2026-04-14 13F LifePlan Financial, LLC 135 456 −4,35 11 942 3,89
2026-04-09 13F Taddei, Ludwig & Associates, Inc. 0 −100,00 0
2026-05-15 13F Cerity Partners LLC 3 158 609 −3,77 278 463 4,52
2026-04-10 13F Perigon Wealth Management, LLC 342 473 −16,54 30 192 −9,36
2026-04-21 13F WealthNavi Inc. 6 921 771 −2,36 610 6,09
2026-05-06 13F Virtus Family Office LLC 27 092 −9,89 2 388 −2,13
2026-05-13 13F Ridge Creek Global, Inc 60 191 −0,02 5 306 8,60
2026-05-11 13F First National Bank Of Omaha 20 093 −12,57 1 706 −9,11
2026-04-28 13F Townsend & Associates, Inc 128 310 −20,75 11 444 −18,48
2026-05-08 13F Walleye Trading LLC 0 −100,00 0
2026-04-16 13F Phillips Financial Management, Llc 12 376 −26,97 1 091 −20,65
2026-04-15 13F DAVENPORT & Co LLC 28 004 −0,16 2 469 8,44
2026-04-21 13F J2 Capital Management Inc 30 497 −52,94 2 689 −48,90
2026-04-16 13F Lifelong Wealth Advisors, Inc. 90 709 −17,58 7 997 −10,49
2026-06-02 13F/A Parallel Advisors, LLC 0 −100,00 0 −100,00
2026-04-17 13F Atlas Brown,Inc. 4 311 −3,38 380 4,97
2026-04-16 13F Sheets Smith Wealth Management 15 779 −9,91 1 391 −2,11
2026-05-05 13F Robinson Value Management, Ltd. 50 918 −14,91 4 489 −7,60
2026-05-11 13F R.P. Boggs & Co. 5 898 −32,58 529 −25,63
2026-05-15 13F Susquehanna International Group, Llp Call 1 386 500 −45,74 122 234 −41,07
2026-05-05 13F Atria Investments Llc 131 381 −42,52 11 583 −37,57
2026-05-21 13F Vestor Capital, Llc 0 −100,00 0
2026-05-07 13F Virtue Capital Management, LLC 0 −100,00 0
2026-05-15 13F AlphaCore Capital LLC 19 086 −26,52 1 683 −20,21
2026-05-07 13F Maimon Wealth Management Ltd. 24 725 −13,12 2 100 −9,13
2026-05-06 13F Mechanics Financial Corp 4 954 −4,80 437 3,32
2026-05-12 13F Vickerman Investment Advisors, Inc. 2 871 −0,07 253 8,58
2026-04-20 13F Concurrent Investment Advisors, LLC 0 −100,00 0 −100,00
2026-05-15 13F Advisor Group Holdings, Inc. 1 785 793 −14,24 157 433 −6,85
2026-05-15 13F Cape Investment Advisory, Inc. 2 455 −44,72 216 −40,00
2026-04-22 13F Ifrah Financial Services, Inc. 22 058 −3,71 1 945 4,57
2026-04-20 13F Axecap Investments, LLC 4 105 −67,08 362 −64,33
2026-04-15 13F Professional Advisory Services Inc 6 410 −10,64 1
2026-04-13 13F Mader & Shannon Wealth Management, Inc. 332 931 −17,87 29 351 −0,50
2026-04-21 13F Wedbush Securities Inc 46 399 −14,01 4 0,00
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 589 772 −28,89 51 994 −22,76
2026-05-13 13F Allie Family Office LLC 58 492 −5,45 5 186 3,29
2026-05-14 13F Kilter Group LLC 21 804 −25,69 1 922 −19,28
2026-04-24 13F Alexis Investment Partners, LLC 0 −100,00 0
2026-01-16 13F Beaumont Financial Advisors, LLC 0 −100,00 0
2026-01-22 13F Demars Financial Group, LLC 0 −100,00 0
2026-05-14 13F Integrity Financial Corp /WA 2 839 −2,24 250 6,38
2026-04-28 13F Clear Retirement Advice LLC 27 961 −1,36 2 465 −3,94
2026-05-06 13F Deutsche Bank Ag\ 997 905 −4,18 87 975 4,07
2026-05-15 13F Empowered Funds, LLC 19 262 −8,59 1 698 −0,70
2026-05-05 13F Wagner Wealth Management, Corp 0 −100,00 0
2026-05-13 13F Dynamic Wealth Strategies, LLC 380 −14,80 34 −8,33
2026-05-05 13F Beacon Bridge Wealth Partners, LLC 66 685 −0,18 5 879 8,41
2026-04-30 13F Beacon Financial Group 44 755 −55,82 3 946 −52,02
2026-04-28 13F Investment Management Corp /va/ /adv 6 831 −53,26 602 −49,24
2026-05-12 13F Fielder Capital Group LLC 221 080 −7,21 19 490 0,78
2026-05-13 13F Baron Silver Stevens Financial Advisors, Llc 2 569 −0,96 226 7,62
2026-04-27 13F Mosley Wealth Management 36 902 −0,33 2 685 −4,85
2026-05-07 13F Cassaday & Co Wealth Management LLC 5 916 −0,24 522 8,32
2026-05-14 13F Pinnacle Financial Partners, Inc. 71 612 −9,52 6 313 −1,73
2026-04-23 13F Petersen Hastings Wealth Advisors Inc. 7 220 −13,68 637 −6,19
2026-04-24 13F Tcfg Wealth Management, Llc 9 000 −1,11 793 7,45
2026-04-30 13F Csenge Advisory Group 26 058 −35,26 2 297 −29,69
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 6 574 −11,82 580 −4,30
2026-05-16 13F Sunbelt Securities, Inc. 253 669 −3,24 22 363 5,09
2026-04-16 13F Beese Fulmer Investment Management, Inc. 6 997 −20,23 617 −13,48
2026-05-15 13F/A Arrowroot Family Office, LLC 10 742 −1,94 947 6,52
2026-05-13 13F Cetera Investment Advisers Put 0 −100,00 0
2026-05-12 13F Belvedere Trading LLC 4 562 −90,50 402 −89,68
2026-05-12 13F Belvedere Trading LLC Call 2 000 −31,03 176 −25,11
2026-05-06 13F Quest 10 Wealth Builders, Inc. 1 540 −1,85 136 6,30
2026-04-27 13F Baker Boyer National Bank 5 895 −6,32 520 1,76
2026-04-28 13F LGT Financial Advisors LLC 2 125 −28,33 187 −22,08
2026-06-04 13F Town Capital LLC 9 689 −47,79 854 −43,29
2026-04-17 13F Brave Asset Management Inc 172 049 −5,00 15 168 3,18
2026-05-15 13F Gould Capital, LLC 4 350 −4,79 383 3,51
2026-05-15 13F Zuckerman Investment Group, LLC 0 −100,00 0
2026-04-30 13F Ibex Wealth Advisors 16 643 −9,35 1 467 −1,54
2026-05-11 13F F/M Investments LLC 0 −100,00 0
2026-01-20 13F Austin Private Wealth, LLC 8 065 −7,94 655 2,67
2026-05-01 13F Wealthspire Advisors, LLC 30 821 −7,07 2 717 0,93
2026-04-17 13F Harbour Wealth Management Group, Inc. 149 800 −7,46 13 206 0,52
2026-05-12 13F Awm Capital, Llc 0 −100,00 0
2026-04-16 13F Sentinel Pension Advisors Inc 10 241 −0,18 903 8,41
2026-04-16 13F XML Financial, LLC 7 182 −19,73 633 −12,81
2026-02-17 13F Perritt Capital Management Inc 0 −100,00 0
2026-04-10 13F Matrix Trust Co 0 −100,00 0
2026-04-20 13F Chatham Capital Group, Inc. 323 995 −10,44 28 563 −2,72
2026-05-11 13F Guardian Capital, LLC 0 −100,00 0
2026-05-14 13F MRP Capital Investments, LLC 5 500 −20,00 485 −13,26
2026-05-06 13F Sterling Financial Planning, Inc. 235 289 −8,78 20 743 −0,92
2026-05-07 13F Sagespring Wealth Partners, Llc 395 791 −31,69 34 893 −25,81
2026-05-14 13F Sand Hill Global Advisors, LLC 6 560 −1,63 578 6,84
2026-04-14 13F Prospera Financial Services Inc 151 124 −6,45 13 323 1,62
2026-04-29 13F W Advisors, Llc 6 572 −40,96 579 −35,88
2026-04-20 13F Ronald Blue Trust, Inc. 470 409 −9,73 41 471 −1,95
2026-04-27 13F Sound Income Strategies, LLC 7 534 −6,60 676 −2,88
2026-04-13 13F Bourgeon Capital Management Llc 0 −100,00 0
2026-04-15 13F Cypress Wealth Services, LLC 34 083 −44,95 3 005 −40,22
2026-05-15 13F Fwl Investment Management, Llc 19 090 −23,54 1 683 −16,98
2026-05-08 13F Curtis Wealth Management Llc 9 026 −42,15 796 −46,43
2026-05-15 13F Advisory Services Network, LLC 216 665 −8,86 19 101 −1,01
2026-05-07 13F Dakota Wealth Management 328 928 −3,97 28 998 4,30
2026-05-06 13F Hallmark Capital Management Inc 0 −100,00 0
2026-05-13 13F Kovitz Investment Group Partners, LLC 4 110 −30,84 362 −24,90
2026-05-15 13F Royal Bank Of Canada 3 822 912 −1,99 337 028 6,45
2026-05-14 13F Davis Wealth Advisors, LLC 26 848 −24,10 2 367 −17,59
2026-04-28 13F PUREfi Wealth, LLC 2 959 −66,61 261 −63,84
2026-05-04 13F Riverpoint Wealth Management Holdings, LLC 10 779 −16,27 950 −9,00
2026-04-21 13F Pacific Park Financial, Inc. 74 199 −1,60 6 541 6,88
2026-04-21 13F Spectrum Asset Management, Inc. (NB/CA) 160 326 −4,86 14 134 3,33
2026-04-22 13F Arcadia Investment Management Corp/mi 0 −100,00 0
2026-05-14 13F Modern Wealth Management, LLC 280 748 −3,38 25 177 6,75
2026-05-04 13F Worth Financial Advisory Group, LLC 0 −100,00 0
2026-04-27 13F PAX Financial Group, LLC 33 102 −49,74 2 918 −45,41
2026-05-13 13F SRS Capital Advisors, Inc. 96 433 −43,66 8 501 −38,82
2026-04-21 13F J.M. Arbour, LLC 5 701 −60,61 503 −57,24
2026-05-07 13F Hollencrest Capital Management 2 650 −8,62 234 −0,85
2026-05-13 13F Sei Investments Co 0 −100,00 0 −100,00
2026-04-15 13F Weil Company, Inc. 35 102 −4,50 3 095 3,72
2026-05-07 13F MA Private Wealth 87 278 −44,32 7 694 −39,53
2026-04-15 13F Alhambra Investment Partners LLC 38 220 −8,88 3 369 −1,03
2026-05-15 13F Farringdon Capital, Ltd. 0 −100,00 0
2026-04-16 13F Genesis Private Wealth, Llc 4 433 −8,64 391 −0,76
2026-05-14 13F Regal Investment Advisors LLC 33 976 −49,01 2 995 −44,62
2026-04-14 13F eCIO, Inc. 0 −100,00 0
2026-05-14 13F Plum Street Advisors, LLC 108 281 −4,96 9 546 3,23
2026-05-11 13F Evermay Wealth Management Llc 16 608 −0,40 1 464 8,20
2026-04-27 13F Latitude Advisors, LLC 0 −100,00 0
2026-04-07 13F Farmers Trust Co 7 839 −5,30 691 2,98
2026-05-13 13F Edmond De Rothschild Holding S.a. 0 −100,00 0
2026-05-07 13F Sentinel Trust Co Lba 76 786 −3,87 7 0,00
2026-04-15 13F Silverlake Wealth Management Llc 27 142 −7,87 2 393 0,04
2026-04-27 13F Nvwm, Llc 29 871 −33,89 2 633 −28,20
2026-04-17 13F Wealthbridge Capital Management, Llc 23 390 −6,86 2 062 1,18
2026-05-11 13F Camden Capital, LLC 20 667 −1,09 1 822 7,37
2026-05-05 13F Helium Advisors LLC 5 043 −0,04 445 8,56
2026-05-07 13F Ofc Financial Planning, Llc 33 728 −1,18 2 973 7,33
2026-01-07 13F Significant Wealth Partners LLC 0 −100,00 0
2026-05-15 13F Ameriprise Financial Inc 6 995 965 −3,74 618 931 4,86
2026-04-08 13F NorthCrest Asset Manangement, LLC 212 251 −19,68 18 665 −15,62
2026-05-14 13F Novak & Powell Financial Services, Inc. 38 023 −0,00 3 352 8,62
2026-02-04 13F Summit Wealth Group Llc / Co 0 −100,00 0 −100,00
2026-04-21 13F Broadway Wealth Solutions, Inc. 5 054 −18,30 446 −11,35
2026-04-27 13F S.A. Mason LLC 17 372 −0,23 1 532 8,35
2026-04-21 13F Maltin Wealth Management, Inc. 100 929 −4,39 8 898 3,84
2026-05-15 13F Hamilton Capital, LLC 17 279 −3,70 1 523 4,60
2026-04-10 13F Charles Schwab Trust Co 0 −100,00 0
2026-04-15 13F Signature Estate & Investment Advisors Llc 14 722 −2,35 1 298 6,05
2026-05-04 13F Nwam Llc 15 009 −6,91 1 323 −11,92
2026-05-12 13F Liberty Wealth Management Llc 49 100 −20,16 4 329 −13,28
2026-04-14 13F Nova Wealth Management, Inc. 14 968 −0,40 1 320 8,20
2026-04-24 13F UMA Financial Services, Inc. 1 857 −0,32 164 7,95
2026-01-27 13F Private Wealth Partners, LLC 0 −100,00 0
2026-05-04 13F Camden National Bank 88 872 −1,56 7 835 6,92
2026-05-15 13F Evercore Wealth Management, LLC 620 632 −0,81 54 715 7,73
2026-05-13 13F Davis R M Inc 12 833 −4,11 1 131 4,14
2026-05-06 13F DecisionPoint Financial, LLC 0 −100,00 0
2026-02-13 13F University Of Texas/texas Am Investment Managment Co 0 −100,00 0 −100,00
2026-05-04 13F Optima Capital Llc 0 −100,00 0
2026-05-07 13F Alpha Zero LLC 50 177 −7,04 4 424 0,96
2026-04-15 13F Archford Capital Strategies, LLC 3 230 −87,39 285 −86,33
2026-03-12 13F Nalls Sherbakoff Group, Llc 1 703 −27,53 138 51,65
2026-04-20 13F Global Financial Private Client, LLC 11 242 −5,39 991 2,80
2026-05-14 13F Wealth Alliance 101 021 −31,50 8 906 −25,61
2026-04-27 13F Beacon Financial Advisory LLC 11 482 −11,05 1 012 −3,34
2026-05-12 13F Riggs Asset Managment Co. Inc. 25 221 −12,97 2 223 −5,48
2026-05-08 13F Generation Capital Management LLC 41 891 −8,65 3 693 −0,78
2026-05-27 13F Security Financial Services, INC. 47 116 −67,73 4 154 −64,95
2026-04-30 13F Forza Wealth Management, LLC 197 403 −5,44 17 403 2,70
2026-05-12 13F/A Causey Wealth LLC 0 −100,00 0 −100,00
2026-05-07 13F Oak Harbor Wealth Partners, Llc 6 429 −49,06 567 −44,73
2026-04-30 13F ATX Financial Planning, LLC 33 223 −1,12 2 929 7,37
2026-04-13 13F Woodside Wealth Management LLC 0 −100,00 0
2026-05-15 13F Change Path, LLC 151 302 −50,10 13 339 −45,81
2026-05-06 13F Modera Wealth Management, LLC 63 763 −0,42 5 621 8,16
2026-05-15 13F NorthRock Partners, LLC 46 777 −62,58 4 124 −59,36
2026-01-06 13F Investors Research Corp 0 −100,00 0 −100,00
2026-05-15 13F Legacy Capital Wealth Partners, LLC 2 794 −1,52 246 6,96
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