Kurumsal ve Fon Mülkiyet - Alıcılar
iShares Trust - iShares 1-3 Year Treasury Bond ETFda yeni pozisyon açan başlıca sahipler arasında şunlar bulunmaktadır: Quent Long Short Global Small Cap Fund, LP, CVS HEALTH Corp, Clear Wave Wealth Management Llc, Members Advisory Group LLC, Compass Wealth Management, LLC/GA, Tiaa-cref Individual & Institutional Services, Llc, LightSquare Wealth Management, LLC, Petros Family Wealth, LLC, Blue Capital, Inc., Ascent Advisors, LLC, Arena Capital Advisors, LLC- CA, Heritage Wealth Management, Inc. /CA/, Accent Capital Management, LLC, Wright Fund Managment, LLC, American Capital Management Inc, Perspective Wealth Advisors Llc, Town Capital LLC, Signet Private Wealth LLC, Surience Private Wealth Llc, ve Calamos Advisors LLC .
Bu sayfa, son raporlama döneminde varlıklarını artıran veya yeni pozisyon açan kurumları, fonları ve büyük hissedarları listeleyerek mülkiyet yapısındaki değişiklikleri gösterir. Yeşil satırlar yeni pozisyonları gösterir. Tam işlem geçmişini görmek için simgeye Bağlantıya tıklayınız.
Premiumverilerin kilidini açmak için yükseltin.
| Dosya Tarihi | Kaynak | Yatırımcı | Tür | Ortalama Fiyat (Tahmin) |
Hisseler | Δ Hisseler (%) |
Bildirilen Değer (1000$) |
Δ Değer (%) |
Bağlantı Noktası Dağıtımı (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Midwest Trust Co | 24.649 | 13,51 | 2.035 | 13,18 | ||||
| 2026-04-10 | 13F | Sterling Manor Financial, LLC | 63.035 | 0,15 | 5.205 | -0,15 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 26.678 | 2,27 | 2.203 | 1,94 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 5.020 | 463,41 | 415 | 467,12 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 2.956 | 3,21 | 244 | 2,95 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 99.828 | 8.241 | ||||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 37.038 | 6,85 | 3.058 | 6,55 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 5.653 | 16,01 | 467 | 15,63 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 41.639 | 72,05 | 3.438 | 71,56 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 19.190.886 | 6,83 | 1.584.587 | 6,50 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 12.507.304 | 17,89 | 1.031.853 | 17,43 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 30.913 | 6,74 | 2.553 | 6,42 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 97.793 | 10,43 | 8.075 | 10,09 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 31.271 | 17,45 | 2.582 | 17,10 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 2.884 | 2,09 | 238 | 1,71 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 103.002 | 48,05 | 8.505 | 47,59 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 142.615 | 20,93 | 11.776 | 20,57 | ||||
| 2026-05-08 | 13F | Buckhead Capital Management Llc | 6.699 | 0,30 | 553 | 0,00 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 14.026 | 165,44 | 1.158 | 164,99 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 7.283 | 266,53 | 1 | |||||
| 2026-05-13 | 13F | Franklin Resources Inc | 55.766 | 14,74 | 4.605 | 14,39 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 200 | 17 | ||||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 21.721 | 0,39 | 1.794 | 0,11 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 2.200 | 182 | ||||||
| 2026-05-04 | 13F | Arrow Investment Advisors, LLC | 11.811 | 975 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 152.471 | 15,60 | 12.590 | 15,25 | ||||
| 2026-05-15 | 13F | American Capital Management Inc | 26.490 | 2.187 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 9.942 | 821 | ||||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 37.285 | 37,75 | 3.079 | 37,35 | ||||
| 2026-05-11 | 13F/A | GFS Advisors, LLC | 4.714 | 16,57 | 389 | 16,47 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 3.492 | 7,05 | 288 | 6,67 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1.341 | 0,45 | 110 | 0,00 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 26 | 2 | ||||||
| 2026-04-15 | 13F | Independence Financial Advisors, LLC | 90.911 | 2,78 | 7.507 | 2,47 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 8.375 | 0,54 | 692 | 0,14 | ||||
| 2026-05-06 | 13F | Juno Financial Group LLC | 4.303 | 0,58 | 355 | 0,28 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 852 | 0,59 | 70 | 0,00 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 15.433 | 4,79 | 1.274 | 4,51 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 362 | 30 | ||||||
| 2026-04-20 | 13F | Surience Private Wealth Llc | 14.522 | 1.199 | ||||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 76.053 | 9,45 | 6.280 | 9,11 | ||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 3.060 | 11,52 | 253 | 11,01 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 66.511 | 6,88 | 5.492 | 6,56 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 323.277 | 26.693 | ||||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 180.139 | 2,66 | 14.874 | 2,35 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 35.814 | 20,72 | 2.958 | 20,54 | ||||
| 2026-05-13 | 13F | IF Advisors, LLC | 31.869 | 6,75 | 2.631 | 6,43 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 8.394 | 2,44 | 693 | 2,21 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 4.578.604 | 7,58 | 378.054 | 7,25 | ||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 54.901 | 9,39 | 4.533 | 9,07 | ||||
| 2026-05-12 | 13F | Integras Partners LLC | 25.603 | 7,34 | 2.114 | 7,04 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 482 | 15,87 | 0 | |||||
| 2026-05-15 | 13F | Mustico Financial Group, Inc. | 4.287 | 0,02 | 354 | -0,56 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 694 | 8,78 | 57 | 9,62 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 8.667 | 0,06 | 716 | -0,28 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 96.345 | 1,58 | 7.955 | 1,27 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 48.300 | 1.358,33 | 3.988 | 1.355,47 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 1.147 | 95 | ||||||
| 2026-04-21 | 13F | Wealth Effects Llc | 3.697 | 0,24 | 305 | 0,00 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 1.285 | 11,45 | 106 | 11,58 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 409.537 | 12,80 | 33.815 | 12,46 | ||||
| 2026-05-15 | 13F | Engineers Gate Manager LP | 60.565 | 393,92 | 5.001 | 392,61 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 70.640 | 2,87 | 5.833 | 2,55 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 66.504 | 104,72 | 5.491 | 104,13 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 15.606 | 0,01 | 1.289 | -0,31 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 5.303 | 10,43 | 437 | 9,82 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 76.423 | 92,57 | 6.310 | 92,03 | ||||
| 2026-04-29 | 13F | Signet Private Wealth LLC | 15.897 | 1.313 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 4.078.817 | 348,51 | 336.788 | 347,15 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 4.390 | 0,46 | 363 | 0,28 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 207.071 | 6,78 | 17.098 | 6,46 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 69.725 | 409,83 | 5.757 | 408,57 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 60.003 | 207,20 | 4.932 | 204,95 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 242 | 0,00 | ||||||
| 2026-05-28 | 13F | Blue Fin Capital, Inc. | 50.218 | 45,20 | 4.147 | 44,76 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 27.740 | 346,48 | 2.290 | 345,53 | ||||
| 2026-04-22 | 13F | Wernau Asset Management Inc. | 4.092 | 2,56 | 338 | 2,12 | ||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 12.667 | 0,71 | 1.046 | 0,38 | ||||
| 2026-04-08 | 13F | Hummer Financial Advisory Services Inc | 2.500 | 206 | ||||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 1.001 | 83 | ||||||
| 2026-05-13 | 13F | Graybill Bartz & Assoc Ltd | 113.233 | 5,39 | 9.350 | 5,07 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 1.955 | 161 | ||||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 24.809 | 0,09 | 2.048 | -0,19 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 15.649.532 | 28,30 | 1.292.182 | 27,91 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 10.543 | 5,56 | 871 | 5,20 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 932.323 | 12.543,38 | 76.982 | 12.519,84 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 124.132 | 10,49 | 10.250 | 10,16 | ||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 44.360 | 56,25 | 3.663 | 55,76 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 23.999 | 17,20 | 1.982 | 16,87 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 3.180 | 0,06 | 263 | -0,38 | ||||
| 2026-04-09 | 13F | Epiq Partners, Llc | 2.697 | 223 | ||||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 2.683 | 0,56 | 222 | 0,45 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 95.419 | 5,67 | 7.879 | 5,35 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 644.941 | 53.414 | ||||||
| 2026-04-10 | 13F/A | WLTH Capital Management, LLC | 18.013 | 1,17 | 1.487 | 0,61 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 84.761 | 4,87 | 6.999 | 4,54 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 11.721 | 47,21 | 968 | 46,74 | ||||
| 2026-04-24 | 13F | Severin Investments, LLC | 19.856 | 92,95 | 1.640 | 92,37 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 69 | 6 | ||||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 2.049 | 3,22 | 169 | 3,05 | ||||
| 2026-05-15 | 13F | Ballast, Inc. | 221.415 | 3,29 | 18.282 | 2,98 | ||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 67.727 | 6,10 | 5.592 | 5,79 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 41.566 | 3.432 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 75.220 | 51,64 | 6.211 | 51,17 | ||||
| 2026-04-16 | 13F | Birch Financial Group, Llc | 32.569 | 1,27 | 2.689 | 0,98 | ||||
| 2026-05-08 | 13F | America First Investment Advisors, LLC | 537.036 | 6,27 | 44.343 | 5,95 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 121 | 0,83 | 10 | 0,00 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 9.171 | 11,66 | 757 | |||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 6.197 | 512 | ||||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 15.212 | 5,84 | 1.256 | 5,55 | ||||
| 2026-02-03 | 13F/A | Broadwater Capital Management Llc | 0 | 0 | ||||||
| 2026-04-24 | 13F | Heritage Oak Wealth Advisors Llc | 309.201 | 25.531 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 72.800 | 9,89 | 6.011 | 9,57 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2.428.740 | 18,12 | 200.541 | 17,76 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 330 | 511,11 | 27 | 575,00 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 9.548 | 27,89 | 788 | 27,51 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 236.598 | 15,39 | 19.494 | 14,79 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3.239 | 267 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 4.424 | 35,08 | 364 | 34,32 | ||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 25.146 | 2,44 | 2.064 | 1,52 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 37.111 | 2,79 | 3.064 | 2,51 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 33.339 | 35,89 | 2.753 | 35,50 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 6.113 | 25,09 | 505 | 24,75 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 92.026 | 32,98 | 7.622 | 32,77 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 340.654 | 0,61 | 28.128 | 0,31 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 287.752 | 5,56 | 23.760 | 5,24 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 35.267 | 3,69 | 2.912 | 3,37 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 50.090 | 637,16 | 4.136 | 635,77 | ||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 3.538 | 292 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 5.713.736 | 2,98 | 471.783 | 2,67 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 929.810 | 6,78 | 76.775 | 6,28 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 40.177 | 73,60 | 3.317 | 73,12 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 5.010 | 36,70 | 414 | 36,30 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 20.860 | 18,53 | 1.722 | 18,19 | ||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 100.955 | 23,20 | 8.336 | 22,83 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 72.823 | 6,61 | 6.013 | 6,29 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.481.506 | 14,84 | 122.328 | 14,49 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 25.751 | 402,85 | 2.126 | 401,42 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 877.639 | 2,23 | 72.467 | 1,92 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 3.350 | 18,37 | 277 | 18,38 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 9.617 | 1 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 9.522 | 0,03 | 785 | -0,38 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 6.271 | 0,42 | 518 | 0,00 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 647 | 54 | ||||||
| 2026-04-17 | 13F | Arkfeld Wealth Strategies, L.L.C. | 3.128 | 0,32 | 258 | 0,00 | ||||
| 2026-04-29 | 13F | Invested Advisors | 10.092 | 5,22 | 833 | 4,91 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 36.029 | 3,12 | 2.975 | 2,80 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 123 | 515,00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 408.854 | 1,66 | 34 | 0,00 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 20.279 | 1.674 | ||||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 112.160 | 78,86 | 9.261 | 78,34 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 17.274 | 126,66 | 1.426 | 125,99 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 2.838 | 0,04 | 234 | 0,00 | ||||
| 2026-05-11 | 13F | Cadinha & Co Llc | 3.564 | 0,20 | 294 | 0,00 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 2.763 | 228 | ||||||
| 2026-05-12 | 13F | Ruggiero Investments, Inc. | 21.346 | 31,55 | 1.763 | 31,20 | ||||
| 2026-05-13 | 13F | Donoghue Forlines LLC | 84.477 | 6.975 | ||||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 14.040 | 1.159 | ||||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 146.725 | 1,45 | 12.115 | 1,14 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 211.813 | 12,22 | 17.489 | 11,89 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 337 | 0,60 | 28 | 0,00 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 107.381 | 4,96 | 8.866 | 4,65 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 29.208 | 0,89 | 2.412 | 0,58 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 2.394 | 3,46 | 198 | 3,14 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 976.996 | 18,28 | 80.685 | 17,92 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 25.322 | 2,44 | 2.091 | 2,10 | ||||
| 2026-04-30 | 13F | Range Financial Group LLC | 3.527 | 22,42 | 291 | 22,27 | ||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 13.615 | 11,70 | 1.124 | 11,40 | ||||
| 2026-04-27 | 13F | Nixon Peabody Trust Co | 282.107 | 3,71 | 23.294 | 3,40 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 119.744 | 2,53 | 9.887 | 2,22 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 154 | 13 | ||||||
| 2026-04-21 | 13F | Sequent Planning LLC | 31.070 | 2,47 | 2.565 | 2,15 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 4.136 | 15,14 | 342 | 14,81 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 3.051 | 0,49 | 252 | 0,00 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 75.529 | 8,17 | 6.236 | 7,85 | ||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 15.561 | 6,57 | 1.285 | 6,20 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 27.132 | 2.240 | ||||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 641.570 | 260,21 | 52.976 | 259,13 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 4.176 | 345 | ||||||
| 2026-05-06 | 13F | AIA Group Ltd | 890.071 | 18,51 | 73.493 | 18,15 | ||||
| 2026-04-01 | 13F | Beacon Wealthcare LLC | 103.519 | 2,30 | 8.548 | 1,98 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 22.469 | 2.246.800,00 | 1.855 | |||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 10.934 | 6,46 | 903 | 6,12 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 158 | 13 | ||||||
| 2026-05-13 | 13F | Choate Investment Advisors | 24.232 | 158,50 | 2.001 | 157,73 | ||||
| 2026-04-30 | 13F | Summa Corp. | 13.985 | 30,82 | 1.155 | 30,40 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 25.199 | 47,73 | 2.081 | 47,31 | ||||
| 2026-05-08 | 13F | StrongBox Wealth, LLC | 178.319 | 8,43 | 14.724 | 8,10 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 423.090 | 5,25 | 34.935 | 4,93 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 100.447 | 102,63 | 8.294 | 102,02 | ||||
| 2026-05-13 | 13F | Roger Wittlin Investment Advisory, LLC | 3.746 | 0,56 | 309 | 0,32 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 20.515 | 4,69 | 1.694 | 4,38 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 398.796 | 58,68 | 32.929 | 58,20 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 399.079 | 9,52 | 32.952 | 9,19 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 8.014 | 922,19 | 662 | 932,81 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 3.148 | 260 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 41.955 | 5,78 | 3.467 | 5,57 | ||||
| 2026-05-07 | 13F | AlphaCentric Advisors LLC | 9.461 | 171,87 | 781 | 171,18 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 38.374 | 705,50 | 3.169 | 704,06 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 62.594 | 0,60 | 5.168 | 0,29 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 5.519 | 2,81 | 457 | 2,70 | ||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 4.434 | 25,97 | 366 | 25,77 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 170.913 | 12,05 | 14.175 | 12,12 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 6.200 | 512 | |||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 1.233 | -0,24 | ||||||
| 2026-05-19 | 13F/A | Eley Financial Management, Inc | 100.280 | 2,63 | 8.280 | 2,32 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 20.453 | 69,09 | 1.689 | 68,63 | ||||
| 2026-05-11 | 13F | Portfolio Design Labs, LLC | 205.958 | 39,57 | 17.006 | 39,15 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 6.689 | 48,15 | 552 | 47,99 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 23.455 | 7,74 | 1.937 | 7,44 | ||||
| 2026-05-13 | 13F | Alamar Capital Management, LLC | 113.224 | 16,82 | 9.349 | 16,46 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 8.747 | 31,51 | 722 | 31,27 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 31.802 | 0,43 | 2.626 | 0,11 | ||||
| 2026-04-08 | 13F | Seed Wealth Management, Inc. | 3.895 | 9,26 | 322 | 8,81 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 55.323 | 24,41 | 4.568 | 24,06 | ||||
| 2026-04-29 | 13F | Alliance Wealth Management Group | 9.135 | 8,02 | 754 | 7,71 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 43.200 | 585,71 | 3.567 | 584,64 | |||
| 2026-05-05 | 13F | Members Advisory Group LLC | 161.373 | 13.325 | ||||||
| 2026-04-15 | 13F | Define Financial, Llc | 2.427 | 200 | ||||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 202.776 | 10,04 | 16.743 | 9,71 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 13.282 | 5,03 | 1.097 | 4,68 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 422 | 779,17 | 35 | 1.033,33 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 20.880 | 29,02 | 1.724 | 28,66 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 3.471 | 0,23 | 287 | 0,00 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 54.790 | 42,69 | 4.524 | 42,23 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.319.536 | 4,21 | 109.285 | 4,03 | ||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 2.790 | 10,32 | 230 | 10,05 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 36.999 | 33,10 | 3.052 | 32,52 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 23.412 | 0,10 | 1.933 | -0,21 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 2.861 | 7,68 | 236 | 6,82 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 47.728 | 10,42 | 3.941 | 10,09 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 33.589 | 915,69 | 2.773 | 915,75 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 83.563 | 10,03 | 6.900 | 9,70 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 27.087 | 8,30 | 2.237 | 7,97 | ||||
| 2026-04-13 | 13F | Trust Co | 5.856 | 0,27 | 484 | 0,00 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 26.993 | 56,33 | 2.229 | 55,80 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 57.430 | 2,62 | 4.742 | 2,35 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 3 | 0 | ||||||
| 2026-04-22 | 13F | 1492 Capital Management LLC | 3.063 | 21,55 | 253 | 21,15 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 8.424 | 110,55 | 696 | 109,97 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 1.838 | 0,55 | 152 | 0,00 | ||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 11.001 | 0,01 | 908 | -0,44 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 117.887 | 10,82 | 9.734 | 10,48 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 154.817 | 39,69 | 12.783 | 39,28 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 772.073 | 19,71 | 63.750 | 19,35 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 19.697 | 0,39 | 1.626 | 0,12 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 10.598 | 3,18 | 874 | 2,94 | ||||
| 2026-05-14 | 13F | North Dallas Bank & Trust Co | 3.000 | 248 | ||||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 3.361 | 278 | ||||||
| 2026-04-24 | 13F | Patten Group, Inc. | 26.215 | 4,98 | 2.165 | 4,64 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 64.431 | 9,59 | 5.320 | 9,26 | ||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 128.988 | 10.651 | ||||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 11.801 | 974 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 9.184 | 196,26 | 758 | 196,09 | ||||
| 2026-04-22 | 13F | Vicus Capital | 10.671 | 17,43 | 881 | 17,15 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 145.672 | 67,40 | 12.028 | 66,89 | ||||
| 2026-05-04 | 13F | Arena Capital Advisors, LLC- CA | 35.000 | 2.890 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 319.290 | 4,56 | 26.364 | 4,24 | ||||
| 2026-04-21 | 13F | Sugar Maple Asset Management, LLC | 78.918 | 0,76 | 6.516 | 0,46 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 4.835 | 12,70 | 399 | 12,39 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 94.289 | 12,59 | 7.806 | 12,56 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 39.260 | 3.242 | ||||||
| 2026-04-08 | 13F | Brady Family Wealth, Llc | 84.997 | 18,22 | 7.018 | 17,87 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 11.011 | 315,51 | 909 | 315,07 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 40.275 | 13,18 | 3.326 | 12,83 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 613.460 | 6,20 | 50.653 | 5,88 | ||||
| 2026-05-20 | 13F | Leigh Baldwin & Co., Llc | 14.472 | 4,89 | 1.195 | 4,46 | ||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 50 | 4 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 11.235 | 1,45 | 928 | 1,09 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 503.696 | 3,81 | 41.590 | 3,50 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 34.957 | 3,81 | 2.886 | 3,52 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 7.276 | 601 | ||||||
| 2026-05-08 | 13F | Tower Wealth Partners, Inc. | 21.947 | 0,12 | 1.812 | -0,17 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 10.290 | 5.373,40 | 850 | 5.560,00 | ||||
| 2026-05-14 | 13F | Betterment LLC | 107.647 | 8,44 | 9 | 0,00 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 1.203 | 0,50 | 99 | 0,00 | ||||
| 2026-05-07 | 13F | Bearing Point Capital, Llc | 127.532 | 7,52 | 10.530 | 7,20 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 5.140 | 59,43 | 424 | 58,80 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 18.844 | 63,38 | 1.556 | 62,83 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 83 | 1,22 | 7 | 0,00 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 9.774 | 26,28 | 807 | 25,90 | ||||
| 2026-05-06 | 13F | Dorsey Wright & Associates | 32.405 | 2.676 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 128.219 | 15,01 | 10.587 | 14,68 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 9.443 | 15,26 | 780 | 14,90 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 36.523 | 0,13 | 3.016 | -0,17 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 3.400 | 281 | ||||||
| 2026-04-20 | 13F | Edge Wealth Management LLC | 390.457 | 1,95 | 32.240 | 1,65 | ||||
| 2026-05-14 | 13F | Potomac Fund Management Inc /adv | 5.852 | 4,43 | 483 | 4,09 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 162 | 13 | ||||||
| 2026-05-13 | 13F | Bienville Capital Management, LLC | 35.914 | 113,71 | 2.965 | 113,16 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 97.461 | 5,71 | 8.047 | 5,40 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 24.084 | 4,13 | 1.989 | 3,76 | ||||
| 2026-05-01 | 13F | Northcape Wealth Management, Llc | 7.997 | 60,32 | 660 | 59,81 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 172 | 14 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 133.136 | 8,95 | 10.993 | 109.830,00 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 59.390 | 422,80 | 4.904 | |||||
| 2026-04-27 | 13F | Counterweight Ventures, LLC | 34.971 | 13,61 | 2.888 | 13,26 | ||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 44.753 | 5,39 | 3.695 | 5,06 | ||||
| 2026-05-14 | 13F | St. James Investment Company, LLC | 29.033 | 84,75 | 2.397 | 84,24 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 18.693 | 1.543 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 81.759 | 8,21 | 6.751 | 7,88 | ||||
| 2026-02-05 | 13F | Edge Financial Advisors LLC | 3.116 | 254 | ||||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 1.366 | 113 | ||||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 9.921 | 0,07 | 819 | -0,24 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 3.886 | 11,60 | 321 | 11,11 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 14.205 | 0,89 | 1.173 | 0,51 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 1.234 | 9,69 | 0 | |||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 2.411 | 199 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 321 | 345,83 | 26 | 420,00 | ||||
| 2026-05-07 | 13F | Mullooly Asset Management, Inc. | 14.995 | 0,91 | 1.238 | 0,65 | ||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 6.232 | 56,58 | 515 | 56,53 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 9.422 | 194,25 | 778 | 193,21 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 44.471 | 8,65 | 3.672 | 8,32 | ||||
| 2026-04-06 | 13F | Israel Discount Bank of New York | 22.174 | 63,51 | 1.831 | 62,96 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 2.308 | 0,04 | 191 | -0,52 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 4.605 | 12,65 | 380 | 12,43 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 456 | 38 | ||||||
| 2026-05-05 | 13F | Midwest Professional Planners, LTD. | 23.712 | 7,17 | 1.958 | 6,82 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 74.581 | 9,21 | 6.158 | 8,89 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 3.862 | 0,39 | 319 | 0,00 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 21.696 | 31,67 | 1.791 | 31,30 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 31.320 | 6,13 | 2.586 | 5,81 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 10.813 | 20,88 | 891 | 20,11 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 135.598 | 1,64 | 11.196 | 1,33 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 42.415 | 456,48 | 3.502 | 454,99 | ||||
| 2026-04-27 | 13F | Ergawealth Advisors, Inc. | 2.671 | 2,30 | 221 | 1,85 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 18.485 | 1.526 | ||||||
| 2026-05-13 | 13F | Argent Trust Co | 3.557 | 0,85 | 294 | 0,34 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 8.059 | 4,55 | 665 | 4,23 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 352.696 | 12,36 | 29.122 | 12,02 | ||||
| 2026-05-12 | 13F | Gouws Capital LLC | 4.300 | 43,33 | 355 | 43,15 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 15.787 | 0,16 | 1.304 | -0,15 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 24.710 | 2,48 | 2.040 | 2,20 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 49.211 | 176,26 | 4.063 | 175,46 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 4.084 | 337 | ||||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 8.063 | 70,36 | 665 | 69,64 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 25.095 | 0,53 | 2.072 | 0,24 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 33.357 | 0,25 | 2.754 | -0,04 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 53 | 1,92 | 4 | 0,00 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 5.852 | 0,03 | 483 | -0,21 | ||||
| 2026-04-17 | 13F | Values First Advisors, Inc. | 89.406 | 2,34 | 7.382 | 2,03 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 13.340 | 18,31 | 1.101 | 18,01 | ||||
| 2026-05-07 | 13F | Little House Capital Llc | 115.875 | 54,61 | 9.568 | 54,13 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 17.923 | 8,65 | 1.480 | 8,27 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 259.905 | 27,91 | 21.525 | 27,70 | ||||
| 2026-05-07 | 13F | Bucket List Wealth Management, LLC | 19.728 | 63,50 | 1.629 | 62,96 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 4.243 | 20,88 | 350 | 20,69 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 15.797 | 1,61 | 1.304 | 1,32 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 17.411 | 100,31 | 1.438 | 99,86 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 8.103 | 10,59 | 669 | 10,40 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 10.637 | 0,32 | 878 | 0,00 | ||||
| 2026-05-04 | 13F | King Wealth | 19.788 | 7,91 | 2 | 0,00 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 127.556 | 8,50 | 10.532 | 8,18 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 292.449 | 2,81 | 24.148 | 2,50 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 88.181 | 42,94 | 7.281 | 42,51 | ||||
| 2026-05-12 | 13F | Garrison Point Advisors, Llc | 8.720 | 1,87 | 720 | 1,69 | ||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 996.294 | 82.264 | ||||||
| 2026-05-11 | 13F | Accent Capital Management, LLC | 27.306 | 2.247 | ||||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 88.153 | 22,73 | 7.279 | 22,36 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 199.863 | 10,94 | 16.503 | 10,60 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 200.329 | 4,82 | 16.541 | 4,50 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 32.748 | 0,10 | 2.704 | -0,18 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 337 | 0,30 | 28 | 0,00 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 85.184 | 9,09 | 7.033 | 8,77 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 22.798 | 51,49 | 1.882 | 51,04 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 23.142 | 2 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 2.934 | 242 | ||||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 11.575 | 4,51 | 954 | 4,03 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 480 | 40 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 2.303.377 | 0,21 | 190.190 | -0,10 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 415.585 | 30,30 | 34.211 | 29,51 | ||||
| 2026-05-05 | 13F | Mount Lucas Management LP | 62.719 | 160,96 | 5.179 | 160,20 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 40.140 | 34,52 | 3.298 | 33,43 | ||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 10.310 | 24,32 | 851 | 24,05 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 4.852 | 401 | ||||||
| 2026-04-24 | 13F | Black Swift Group, LLC | 35.300 | 18,06 | 2.915 | 11,18 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 33.730 | 2.785 | ||||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 25.270 | 6,92 | 2.087 | 6,59 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 21.975 | 16,65 | 1.814 | 16,28 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 298.512 | 0,33 | 24.648 | 0,03 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 16.683 | 1,11 | 1.378 | 0,81 | ||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 1.612 | 0,06 | 133 | 0,00 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 84.773 | 51,81 | 7.000 | 51,36 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 14.570 | 251,51 | 1.207 | 251,60 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 7.856 | 24,84 | 649 | 24,38 | ||||
| 2026-05-07 | 13F | CVS HEALTH Corp | 233.100 | 19.247 | ||||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 21.382 | 1,00 | 1.765 | 0,68 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 3.419 | 282 | ||||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 118.543 | 8,51 | 9.788 | 8,19 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 3.589.997 | 2,77 | 296.426 | 2,46 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 757.390 | 2,11 | 62.538 | 1,80 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 12.975 | 16,41 | 1.071 | 16,03 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 45.451 | 17,15 | 3.753 | 16,78 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 41.754 | 30,76 | 3.448 | 30,37 | ||||
| 2026-04-24 | 13F | Syntax Research, Inc. | 79.048 | 0,04 | 6.527 | -0,24 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 279.548 | 23.082 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 448.935 | 24,19 | 37.069 | 23,81 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 348 | 0,29 | 29 | 0,00 | ||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 62.105 | 2.615,57 | 5.128 | 2.613,23 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 3.667.773 | 9,55 | 302.848 | 9,22 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 90 | 7 | ||||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 4.658 | 0,32 | 385 | 0,00 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 34.141 | 13,33 | 2.819 | 13,03 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 7.657 | 21,87 | 632 | 21,54 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 37.383 | 7,87 | 3.087 | 7,53 | ||||
| 2026-05-16 | 13F | Guardian Partners Inc. | 17.889 | 29,67 | 1.478 | 29,76 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 14.759 | 16,02 | 1.219 | 15,67 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 17.807 | 68,10 | 1.470 | 67,62 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 8.040 | 0,56 | 664 | 0,15 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 12.440 | 9,34 | 1.027 | 9,02 | ||||
| 2026-05-05 | 13F | Mariner Investment Group Llc | 75.817 | 2.776,21 | 6.260 | 2.771,56 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 2.604 | 6,77 | 0 | |||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 961 | 170,70 | 79 | 172,41 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 113.796 | 9.396 | ||||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 171.450 | 14.157 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 12.866 | 1.062 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 645.218 | 121,34 | 53.276 | 120,68 | ||||
| 2026-05-14 | 13F | Capital Counsel Llc/ny | 20.450 | 3,28 | 1.689 | 2,99 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 426.329 | 14,76 | 35.202 | 14,42 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 97.229 | 147,02 | 8.028 | 146,33 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 18.507 | 5,48 | 1.528 | 5,16 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 2.521 | 208 | ||||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 27.306 | 5,29 | 2.247 | 4,66 | ||||
| 2026-04-27 | 13F | Bulltick Wealth Management, LLC | 97.005 | 20,53 | 8.010 | 20,17 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 213.578 | 1.549,51 | 17.620 | 806,85 | ||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 179.261 | 14.802 | ||||||
| 2026-05-12 | 13F | Centric Wealth Management | 2.590 | 213 | ||||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 75.292 | 10,27 | 6.217 | 9,94 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 152.478 | 1,39 | 12.590 | 1,09 | ||||
| 2026-05-11 | 13F | Commerce Bank | 40.013 | 5,50 | 3.304 | 5,16 | ||||
| 2026-05-15 | 13F | Compass Wealth Management, LLC/GA | 57.173 | 4.721 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 150.877 | 48,30 | 12 | 50,00 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 271.122 | 150,97 | 22.387 | 150,23 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 3.476 | 74,59 | 287 | 74,39 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 3.544 | 23,18 | 293 | 22,69 | ||||
| 2026-05-12 | 13F | Palumbo Wealth Management LLC | 70.215 | 825,10 | 5.798 | 823,09 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 4.089 | 0,52 | 338 | 0,30 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 3.152 | 13,10 | 260 | 13,04 | ||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 12.615 | 382,41 | 1.042 | 381,94 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 11.768 | 972 | ||||||
| 2026-05-14 | 13F | Acorns Advisers, LLC | 201.237 | 0,15 | 17 | 0,00 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 85.802 | 0,91 | 7.085 | 0,61 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 3.330 | 1,52 | 275 | 1,11 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 4.230 | 0,59 | 349 | 0,29 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 3.175.680 | 46,13 | 262.216 | 45,69 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 782.135 | 5,01 | 64.581 | 4,69 | ||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 74.705 | 4,86 | 6.168 | 4,54 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 234.801 | 28,25 | 19.388 | 27,87 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 35.268 | 21,06 | 2.903 | 20,32 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 3.242 | 3,94 | 268 | 3,49 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 9.243 | 1.243,46 | 763 | 1.262,50 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 81.353 | 3,11 | 6.717 | 2,80 | ||||
| 2026-05-15 | 13F | ARGI Investment Services, LLC | 244.395 | 223,68 | 20.180 | 222,71 | ||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 25.944 | 2.142 | ||||||
| 2026-05-08 | 13F | Smithfield Trust Co | 1.116.682 | 0,44 | 92 | 0,00 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 146.740 | 6,31 | 12.097 | 5,83 | ||||
| 2026-05-05 | 13F | Robinson Value Management, Ltd. | 17.501 | 0,15 | 1.445 | -0,14 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 436.635 | 1,45 | 36.053 | 1,14 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 11.180 | 923 | ||||||
| 2026-04-13 | 13F | Jackson Square Capital, Llc | 7.815 | 645 | ||||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 34.725 | 1,21 | 2.876 | 1,02 | ||||
| 2026-05-12 | 13F | Cambiar Investors Llc | 49.707 | 0,94 | 4.104 | 0,64 | ||||
| 2026-05-14 | 13F | Prudential Plc | 38.155 | 3.150 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 155 | 252,27 | 13 | 300,00 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 14.141 | 1.165 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 53.043 | 4.380 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 278.431 | 26,05 | 22.990 | 25,68 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 115.955 | 373,40 | 9.574 | 372,09 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 879 | 73 | ||||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 15.111 | 14,00 | 1.248 | 13,67 | ||||
| 2026-04-21 | 13F | Stapp Wealth Management, Pllc | 13.377 | 0,56 | 1.105 | 0,27 | ||||
| 2026-04-30 | 13F | Mmbg Investment Advisors Co. | 43.949 | 1,77 | 3.629 | 1,45 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 1.429 | 0,49 | 118 | 0,85 | ||||
| 2026-04-17 | 13F | Aspire Growth Partners LLC | 13.465 | 0,12 | 1.112 | -0,18 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 11.001 | 28,83 | 908 | 28,43 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 154.991 | 19,19 | 12.798 | 18,82 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 32 | 3 | ||||||
| 2026-04-23 | 13F | TFC Financial Management | 990.689 | 6,24 | 81.801 | 5,92 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 38.945 | 27,30 | 3.216 | 26,92 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 172.642 | 13,47 | 14.255 | 13,13 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 41.045 | 3,91 | 3.389 | 3,61 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 7.775 | 3,10 | 642 | 2,72 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 23 | 2 | ||||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 49.273 | 25,50 | 4.068 | 25,13 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 10.307 | 37,63 | 851 | 37,26 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 35.808 | 17,40 | 3 | 0,00 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 27.257 | 23,73 | 2.251 | 23,36 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 196 | 16 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 74.965 | 1.100,78 | 6.190 | 1.097,10 | ||||
| 2026-04-09 | 13F | FCG Investment Co | 3.010 | 249 | ||||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 0 | 0 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 65.728 | 80,31 | 5.427 | 79,76 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 7.563 | 0,49 | 624 | 0,16 | ||||
| 2026-05-15 | 13F | Discovery Capital Management, Llc / Ct | 56.657 | 594,58 | 4.678 | 593,04 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 223 | 18 | ||||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 8.621 | 27,95 | 712 | 27,42 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 37.445 | 1,13 | 3.092 | 0,82 | ||||
| 2026-04-07 | 13F | Boltwood Capital Management | 83.325 | 5,46 | 6.880 | 5,15 | ||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 110.735 | 5,34 | 9.143 | 5,02 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 43.396 | 3.583 | ||||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 19.724 | 3,15 | 1.629 | 2,84 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 247 | 20 | ||||||
| 2026-03-12 | 13F | Farmers National Bank | 8.453 | 2,04 | 700 | 1,89 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 38.057 | 1,49 | 3.142 | 1,19 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 17.384 | -15,61 | ||||||
| 2026-05-05 | 13F | Gerald Baker Financial Group LLC | 3.855 | 316 | ||||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 10.949 | 7,12 | 904 | 6,86 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 43.596 | 19,29 | 3.600 | 18,94 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 10.578 | 1,41 | 873 | 1,16 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 2.498 | 0,20 | 206 | 0,00 | ||||
| 2026-05-15 | 13F | EFG International AG | 25.940 | 15,20 | 2.142 | 14,86 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 8.643 | 174,38 | 716 | 173,95 | ||||
| 2026-05-07 | 13F | Insight 2811, Inc. | 211.194 | 1,36 | 17.438 | 1,06 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 4.766 | 10,43 | 394 | 10,08 | ||||
| 2026-04-21 | 13F | Kooman & Associates | 79.939 | 2,55 | 6.601 | 2,23 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 137.625 | 3,76 | 11.364 | 3,45 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 75.446 | 2,48 | 6.201 | 2,33 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 410.623 | 33.905 | ||||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 604.783 | 6,69 | 49.937 | 6,36 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 312.333 | 20,51 | 25.789 | 20,14 | ||||
| 2026-05-06 | 13F | Leuthold Group, Llc | 157.002 | 1,32 | 12.964 | 1,01 | ||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 61.167 | 10,29 | 5.051 | 9,95 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 2.566 | 212 | ||||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 2.713 | 224 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5.714.853 | 9,61 | 471.875 | 9,28 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 6.453 | 531 | ||||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 823.328 | 11,81 | 67.982 | 11,47 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 6.874 | 75,40 | 567 | 75,00 | ||||
| 2026-05-14 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 332.168 | 785,59 | 27.287 | 776,83 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 17.800 | 125,32 | 1.470 | 124,62 | |||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 74.646 | 3,08 | 6.164 | 2,77 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 3.630 | 12,84 | 288 | 8,27 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 4.453 | 1,95 | 368 | 1,66 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 57.968 | 3,18 | 4.786 | 2,86 | ||||
| 2026-04-23 | 13F | Elevate Capital Advisors, LLC | 176.886 | 183,52 | 14.605 | 182,66 | ||||
| 2026-05-13 | 13F | Transmarket Holdings LP | 924.845 | 88,81 | 76.364 | 88,24 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 4.428 | 5,48 | 366 | 5,19 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 5.149 | 425 | ||||||
| 2026-06-04 | 13F | Town Capital LLC | 21.255 | 1.755 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 875 | 72 | ||||||
| 2026-05-15 | 13F | Millennium Management Llc | 41.598 | 453,53 | 3.435 | 452,09 | ||||
| 2026-05-14 | 13F | Aries Wealth Management | 63.163 | 10,87 | 5.215 | 10,53 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 24.290 | 3,29 | 2.006 | 2,98 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 5.211 | 0,08 | 429 | -0,46 | ||||
| 2026-04-13 | 13F | Scharf Investments, Llc | 6.081 | 0,30 | 502 | 0,00 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 66.353 | 51,70 | 5.479 | 51,24 | ||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 107.313 | 0,60 | 8.861 | 0,29 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 34.800 | 2.873 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 146.396 | 64,95 | 12 | 71,43 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 25.725 | 3,21 | 2.124 | 2,91 | ||||
| 2026-05-11 | 13F | Phoenix Holdings Ltd. | 49.561 | 1.077,50 | 4.092 | 1.075,86 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 10.931 | 3,88 | 903 | 3,56 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 4.699 | 0,45 | 388 | 0,00 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 110.020 | 2,58 | 9.084 | 2,26 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 954.683 | 11.164,70 | 78.828 | 11.145,08 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 162.200 | 1.490,20 | 13.393 | 1.486,73 | |||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 26.184 | 5,22 | 2.162 | 4,90 | ||||
| 2026-04-24 | 13F | Petros Family Wealth, LLC | 40.428 | 3.338 | ||||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 31.156 | 34,40 | 2.573 | 34,03 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 102.136 | 42,19 | 8.432 | 41,72 | ||||
| 2026-05-01 | 13F | Clarity Financial LLC | 262.188 | 4,25 | 21.649 | 3,94 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 13.412 | 290,91 | 1.107 | |||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 12.390 | 26,80 | 1.023 | 26,45 | ||||
| 2026-05-06 | 13F | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 334.883 | 2.884,43 | 27.527 | 2.863,08 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 20.028 | 67,56 | 1.654 | 67,14 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 101.859 | 9,08 | 8.410 | 8,71 | ||||
| 2026-05-06 | 13F | CNB Bank | 2.258 | 5,61 | 186 | 5,08 | ||||
| 2026-05-11 | 13F | Boston Partners | 24.759 | 14,59 | 2.044 | 14,25 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1.505.922 | 9,01 | 124.343 | 8,68 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 1.345 | 691,18 | 111 | 692,86 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 27.626 | 1,66 | 2.281 | 1,38 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 318.143 | 134,61 | 26.269 | 133,92 | ||||
| 2026-05-11 | 13F | Allianz Se | 365.401 | 4,43 | 30.171 | 4,11 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 23.730 | 1,44 | 1.959 | 1,14 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 147.415 | 1,61 | 12.172 | 1,31 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 38.282 | 345,09 | 3.161 | 343,82 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 9.189 | 5,27 | 759 | 4,99 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 17.818 | 177,24 | 1.471 | 176,50 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 5.761 | 0,54 | 476 | 0,21 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 651 | 54 | ||||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 2.439 | 0,25 | 201 | 0,00 | ||||
| 2026-05-12 | 13F | Pcg Asset Management, Llc | 55.040 | 1,93 | 4.545 | 0,40 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 6.535 | 9,67 | 540 | 9,33 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 537 | 44 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 18.771 | 2,06 | 1.550 | 1,71 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 2.437 | 0,37 | 201 | 0,00 | ||||
| 2026-04-07 | 13F | Farmers Trust Co | 17.416 | 26,19 | 1.438 | 25,92 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 41.606 | 1,90 | 3.435 | 1,60 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 420.006 | 6,11 | 34.680 | 5,79 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 25.347 | 39,69 | 2.093 | 39,28 | ||||
| 2026-04-24 | 13F | United Community Bank | 32.180 | 2.657 | ||||||
| 2026-05-11 | 13F | Westwood Wealth Management | 39.050 | 3.224 | ||||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 155.651 | 404,35 | 12.852 | 403,01 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 10.086 | 0,77 | 833 | 0,48 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 11.617 | 15,52 | 959 | 15,26 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 12.786 | 473,11 | 1.056 | 473,37 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 32.155 | 33,53 | 3 | 100,00 | ||||
| 2026-05-14 | 13F | Main Management LLC | 132.756 | 498,46 | 11 | 900,00 | ||||
| 2026-04-10 | 13F | Cerro Pacific Wealth Advisors LLC | 87.220 | 13,57 | 7.202 | 13,22 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 10.442 | 107,51 | 862 | 107,21 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 10.322 | 10,47 | 852 | 10,22 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 40.186 | 63,88 | 3.318 | 63,45 | ||||
| 2026-05-04 | 13F | Moment Partners, LLC | 288.044 | 23.784 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 1.868 | 251,13 | 154 | 250,00 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 68.583 | 67,83 | 5.663 | 67,32 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 717.219 | 3,20 | 59.221 | 2,89 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 17.879 | 1.476 | ||||||
| 2026-05-05 | 13F | Haven Private, LLC | 4.623 | 382 | ||||||
| 2026-05-01 | 13F | Towercrest Capital Management | 20.754 | 6,10 | 1.714 | 5,81 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 2.620 | 216 | ||||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 2.647 | 0,72 | 219 | 0,46 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 54.775 | 41,90 | 4.523 | 41,49 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 92.145 | 297,61 | 7.608 | 296,46 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 33 | 3 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 26.648 | 4,36 | 2.200 | 4,07 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 3.440 | 1,42 | 284 | 1,43 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 262 | 22 | ||||||
| 2026-04-27 | 13F | Nvwm, Llc | 24.402 | 12,50 | 2.015 | 12,14 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 25.661 | 0,94 | 2.119 | 0,62 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 53.853 | 331,34 | 4.447 | 329,98 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 3.120 | 258 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 21.992 | 414,67 | 1.816 | 414,16 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 1 | 0 | ||||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 167.601 | 214,32 | 13.839 | 213,36 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 13.642 | 5,88 | 1.126 | 5,53 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 218 | 18 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 6.404.924 | 33,55 | 528.869 | 33,15 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 10.959 | 905 | ||||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 20.485 | 0,12 | 1.691 | -0,18 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 5.405 | 28,84 | 446 | 28,53 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 2.072 | 27,74 | 171 | 27,61 | ||||
| 2026-04-17 | 13F | A. D. Beadell Investment Counsel, Inc. | 7.091 | 1,59 | 1 | |||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 1.014.778 | 35,82 | 83.790 | 35,41 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 29.080 | 0,53 | 2.401 | 0,25 | ||||
| 2026-05-04 | 13F | Camden National Bank | 174.078 | 11,32 | 14.374 | 10,98 | ||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 49.328 | 38,68 | 4.073 | 38,30 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 11.364 | 2,16 | 938 | 1,85 | ||||
| 2026-04-20 | 13F | City State Bank | 134 | 55,81 | 11 | 57,14 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 10.466 | 8,28 | 864 | 8,00 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 15.894 | 334,50 | 1.312 | 334,44 | ||||
| 2026-04-15 | 13F | Peddock Capital Advisors, Llc | 6.881 | 0,66 | 568 | 0,35 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 31.526 | 2.603 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 469.791 | 8,25 | 38.673 | 7,60 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 50 | 4 | ||||||
| 2026-05-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 5.794 | 22,78 | 478 | 22,56 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 69.477 | 2,87 | 5.737 | 2,56 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 11.970 | 31,11 | 988 | 30,69 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 2.543 | 24,17 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 303.288 | 2,98 | 25.042 | 2,64 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 45.441 | 7,80 | 3.752 | 7,48 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 321.540 | 82,03 | 26.561 | 81,56 | ||||
| 2026-04-29 | 13F | Ascent Advisors, LLC | 35.266 | 2.912 | ||||||
| 2026-04-28 | 13F | Umpqua Bank | 3.714 | 15,13 | 307 | 14,61 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 157.401 | 2,32 | 12.997 | 2,02 | ||||
| 2026-02-13 | 13F | Barclays Plc | 1.965.902 | 30,53 | 162.816 | 30,31 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 209.768 | 3,51 | 17.321 | 3,20 | ||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 20.680 | 1,29 | 1.704 | 0,71 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 162.457 | 11,43 | 13.414 | 11,10 | ||||
| 2026-05-13 | 13F | Avail Investment Partners, LLC | 8.415 | 1 | ||||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 71.652 | 1,70 | 5.916 | 1,39 | ||||
| 2026-05-13 | 13F | DRW Securities, LLC | 304.727 | 204,00 | 25.161 | 203,11 | ||||
| 2026-04-23 | 13F | McElhenny Sheffield Capital Management, LLC | 1.065.147 | 87.949 | ||||||
| 2026-05-05 | 13F | One Day In July LLC | 62.970 | 1,83 | 5.199 | 1,52 | ||||
| 2026-04-24 | 13F | WHI TRUST Co LLC | 22.889 | 1,82 | 1.890 | 1,50 | ||||
| 2026-05-12 | 13F | All Terrain Financial Advisors, LLC | 40.667 | 2,06 | 3.358 | 1,73 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 7.714 | 17,25 | 637 | 16,91 | ||||
| 2026-05-05 | 13F | Financial Harvest, LLC | 23.088 | 2,67 | 1.906 | 2,36 |
