Grundlæggende statistik
| Institutionelle ejere | 1979 total, 1969 long only, 0 short only, 10 long/short - change of 3,60% MRQ |
| Gennemsnitlig porteføljeallokering | 0.9707 % - change of 6,27% MRQ |
| Institutionelle aktier (lange) | 398.771.702 (ex 13D/G) - change of -38,17MM shares -8,74% MRQ |
| Institutionel værdi (lang) | $ 33.541.882 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Gold Trust (CL:IAUCL) har 1979 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 398,771,702 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, UBS Group AG, Fmr Llc, Wells Fargo & Company/mn, LPL Financial LLC, Envestnet Asset Management Inc, Jpmorgan Chase & Co, BlackRock, Inc., and Citigroup Inc .
iShares Gold Trust (SNSE:IAUCL) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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Important Note
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 15.300 | 0,00 | 1.349 | 8,62 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 6.356 | 547 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 72.213 | 12,76 | 6.366 | 22,47 | ||||
| 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 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | Call | 2.100 | 185 | |||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 4.319 | -17,09 | 381 | -9,95 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 155 | 13 | ||||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 378.708 | 3,45 | 30.740 | 15,39 | ||||
| 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 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 3.098 | -15,98 | 273 | -8,70 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 153 | 188,68 | 13 | 225,00 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 96.218 | 8.483 | ||||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 331.438 | -8,99 | 26.903 | 1,36 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 1.350 | 0,00 | 119 | 9,17 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 3.013 | -6,89 | 266 | 1,15 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 951 | 8,69 | 84 | 16,90 | ||||
| 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 | Atala Financial Inc | 16.262 | 0,00 | 1.454 | 10,16 | ||||
| 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 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 701 | 0,00 | 62 | 8,93 | ||||
| 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 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 5.461 | 0,00 | 481 | 8,58 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 135.910 | -65,37 | 11.982 | -62,39 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 11.555 | 33,80 | 1.019 | 45,43 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 8.638 | 0,00 | 761 | -10,69 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 69.136 | 21,23 | 6.095 | 31,70 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 118 | 10 | ||||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 3.303 | 32,49 | 291 | 44,06 | ||||
| 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 | |||||
| 2026-04-21 | 13F | Hippocratic Financial Advisors, LLC | 2.492 | 220 | ||||||
| 2026-04-24 | 13F | Financial Life Planners | 675 | 60 | ||||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 135 | 0,00 | 12 | 10,00 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 4.279 | 0,00 | 377 | 8,65 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 1.099 | 0,00 | 97 | 7,87 | ||||
| 2026-05-12 | 13F | Alaethes Wealth LLC | 39.989 | 1,02 | 3.525 | 9,71 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 1.362 | 0,00 | 120 | 9,09 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 5.269 | 0,92 | 473 | 11,58 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 24.797 | -37,49 | 2.125 | -42,14 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 2.537 | -59,91 | 224 | -56,53 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 11.443 | 0,00 | 1.009 | 8,62 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 130 | 0,00 | 11 | 10,00 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 3.172 | 280 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 1.131.583 | -46,29 | 99.760 | -41,66 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 146.251 | 11,76 | 12.893 | 21,39 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 11.849 | -51,01 | 1.015 | -58,54 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 3.422 | 0,00 | 0 | |||||
| 2026-01-07 | 13F | Harbour Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 126.520 | 448,97 | 11.154 | 494,25 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 4.908 | 0,00 | 433 | 8,54 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 604.035 | -11,15 | 31.407 | -43,12 | ||||
| 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 | |||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 92.812 | 8.182 | ||||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 742.179 | 170,80 | 65.431 | 194,13 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 2.387 | 210 | ||||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 523 | 0,00 | 46 | 9,52 | ||||
| 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 | |||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 177.975 | -58,76 | 15.690 | -55,21 | ||||
| 2026-04-24 | 13F | Cassia Capital Partners, LLC | 2.466 | 217 | ||||||
| 2026-05-13 | 13F | Fiduciary Family Office, Llc | 5.249 | 0,00 | 463 | 8,45 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 3.688 | -15,16 | 325 | -7,67 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 90.967 | 0,85 | 8.020 | 9,53 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 247 | 0,00 | 22 | 5,00 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 22.496 | 0,00 | 1.983 | 8,60 | ||||
| 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 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 216 | 19 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 18.763 | 1,74 | 1.654 | 10,49 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 1.373 | 0,00 | 121 | 9,01 | ||||
| 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 | ||||
| 2026-05-15 | 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 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 14.457 | 1.275 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 647.978 | 57,90 | 55.062 | 65,30 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 2.350 | -15,01 | 207 | -7,59 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 13.187.635 | 0,39 | 1.162.622 | 9,03 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 23.250 | -22,63 | 2.050 | -16,16 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | Put | 35.500 | 3.130 | |||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 6.920 | 129,75 | 610 | 150,00 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 23.011 | -10,95 | 2.029 | -3,29 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 50.998 | 13,67 | 4.496 | 23,46 | ||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 5.667 | 9,80 | 500 | 19,38 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 154 | 170,18 | 14 | 250,00 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 402 | 35 | ||||||
| 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 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 515 | 0,00 | 45 | 9,76 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 2.270 | 200 | ||||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 86.051 | -5,10 | 7.586 | 3,07 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 287 | 23 | ||||||
| 2026-05-08 | 13F | Maia Wealth LLC | 17.003 | -5,96 | 1.499 | -10,41 | ||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 2.750 | 242 | ||||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 730 | 0,69 | 64 | 10,34 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 129.044 | 45,13 | 11.376 | 57,63 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 6.773 | -26,51 | 597 | -20,19 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 13 | 0,00 | 1 | 0,00 | ||||
| 2026-05-01 | 13F | Sage Private Wealth Group, Llc | 186.995 | 0,35 | 16.485 | 8,99 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 9.276 | -42,22 | 818 | -37,30 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 46.963 | 0,51 | 4.140 | 9,18 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 9.022 | -17,15 | 795 | -9,97 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | Call | 62 | 41,86 | |||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 14.460 | -13,21 | 1.275 | -5,77 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 10.977 | 0,01 | 968 | 0,73 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 19.052 | 11,81 | 1.680 | 21,40 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 518.042 | 56,57 | 42.049 | 74,64 | ||||
| 2026-05-12 | 13F | Ruggiero Investments, Inc. | 2.928 | 0,00 | 258 | 8,86 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 49 | 2 | ||||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 2.834 | 0,00 | 250 | 8,26 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 11.970 | 1.055 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 9.398 | 37,64 | 829 | 49,46 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 68.862 | 0,00 | 6.071 | 8,61 | ||||
| 2026-04-08 | 13F | Exchange Bank | 11.677 | 16,90 | 1.029 | 27,04 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 3.776 | 1,45 | 333 | 9,93 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 9.548 | 842 | ||||||
| 2026-04-14 | 13F | West Branch Capital LLC | 6.630 | 0,00 | 585 | 8,55 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 43 | -99,74 | 4 | -99,78 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 240.917 | 18,51 | 21.239 | 28,72 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 28.763 | 16,30 | 2.536 | 26,31 | ||||
| 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 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 63 | 0,00 | 6 | 0,00 | ||||
| 2026-05-14 | 13F | Emory University | 1.184.463 | -0,00 | 104.422 | 8,61 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 4.323 | -2,53 | 381 | -5,46 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 121.602 | 10.720 | ||||||
| 2026-05-13 | 13F | Boston Family Office Llc | 12.420 | 47,49 | 1 | |||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 206.417 | -0,20 | 18.198 | 8,39 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 710 | 0,00 | 63 | 8,77 | ||||
| 2026-05-13 | 13F | Clearbridge Investments, LLC | 7.701 | 0,00 | 679 | 8,48 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 24.145 | 0,41 | 2.129 | 9,07 | ||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 79.766 | 7.032 | ||||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Twin Lakes Capital Management, LLC | 5.969 | -5,09 | 526 | 3,14 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 66.443 | 6,64 | 5.393 | 18,95 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 1.520 | 0,00 | 134 | 8,94 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 7.905 | 3,17 | 697 | 12,08 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 44.414 | -73,97 | 3.916 | -71,73 | ||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 81.474 | 1,65 | 7.183 | 10,41 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 3.523 | 311 | ||||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 5.343 | -15,35 | 471 | -8,01 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 284.994 | -16,02 | 25.125 | -8,78 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1.800.107 | 264,97 | 158.697 | 296,41 | ||||
| 2026-05-07 | 13F | Omnia Family Wealth, LLC | 126.607 | -0,17 | 11.162 | 8,42 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 449 | 0,00 | 40 | 8,33 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 27.086 | -4,82 | 2.388 | 3,33 | ||||
| 2026-04-22 | 13F | Wallington Asset Management, LLC | 278.308 | -2,10 | 24.536 | 6,33 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 80.663 | 21,98 | 7.111 | 32,49 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 119.780 | -4,91 | 10.560 | 3,28 | ||||
| 2026-05-15 | 13F | Permanens Capital L.P. | 1.885.466 | 67,98 | 166.221 | 82,44 | ||||
| 2026-05-13 | 13F | Hardman Johnston Global Advisors LLC | 3.600 | 0,00 | 317 | 8,56 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 7.769 | 3,16 | 1 | |||||
| 2026-05-15 | 13F | Brown Advisory Inc | 209.616 | 4,34 | 18.480 | 13,32 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 751.879 | 0,56 | 66.286 | 9,22 | ||||
| 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 | ||||
| 2026-04-15 | 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 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 2.369 | 209 | ||||||
| 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 | ||||
| 2026-05-14 | 13F | Courage Capital Management Llc | 28.000 | 0,00 | 2 | 0,00 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 438 | 0,00 | 39 | 5,56 | ||||
| 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 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 15.492 | 0,00 | 1.366 | 8,59 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 3.492 | 22,01 | 313 | 34,91 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 7.612 | -25,50 | 671 | -19,06 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 37.154 | -2,77 | 3.275 | 5,61 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.083.477 | 118,73 | 87.925 | 142,62 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 3.171 | 0,00 | 280 | 8,56 | ||||
| 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 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1.105 | 0,00 | 97 | 8,99 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 27.860 | 2.456 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 2.239 | 1,91 | 197 | 10,67 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 122.904 | -1,66 | 9.976 | 9,70 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 3.044 | 268 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 2.700.347 | 1,48 | 237.833 | 22,82 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 18.047 | 0,52 | 1.591 | 9,20 | ||||
| 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 | ||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 4.195 | 17,31 | 370 | 27,24 | ||||
| 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 | |||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 51.679 | 6,78 | 4.556 | 15,99 | ||||
| 2026-05-07 | 13F | Tacita Capital Inc | 7.777 | 0,00 | 686 | 8,56 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 14.231 | -0,73 | 1.255 | 7,82 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 7.814 | 0,00 | 689 | 8,52 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 6.210 | 5,01 | 527 | 9,79 | ||||
| 2026-05-14 | 13F | Signet Investment Advisory Group, Inc. | 150.341 | -2,92 | 13.254 | 5,44 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 2.769 | 6,91 | 244 | 16,19 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 2.899 | -9,15 | 256 | -1,16 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 94.707 | -49,80 | 8.349 | -45,47 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 3.536 | 0,86 | 312 | 9,51 | ||||
| 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 | ||||
| 2026-04-14 | 13F | Legacy Trust | 3.465 | 305 | ||||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 185.366 | -51,03 | 16.342 | -46,82 | ||||
| 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 | ||||
| 2026-04-23 | 13F | CWM Advisors, LLC | 121 | 0,00 | 11 | 11,11 | ||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 8.566 | 0,00 | 755 | 8,63 | ||||
| 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 | |||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 109.260 | 17,87 | 9.632 | 28,02 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 54.670 | 13,57 | 4.438 | 26,70 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 2.413 | 0 | ||||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 7.121 | -16,84 | 628 | -9,78 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 1.000 | 0,00 | 88 | 8,64 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 107.808 | 1,34 | 9.504 | 10,06 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 666.445 | -7,95 | 58.754 | -0,02 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 33.153 | 127,90 | 2.923 | 292.100,00 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 1.014 | 0,00 | 0 | |||||
| 2026-05-14 | 13F | Fca Corp /tx | 2.666 | 0,00 | 235 | 8,80 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 2.511 | 0,00 | 221 | -7,14 | ||||
| 2026-05-14 | 13F | Andrews Advisory Associates, LLC | 15.290 | -8,38 | 1.348 | -0,52 | ||||
| 2026-05-14 | 13F | Rare Wolf Capital LLC | 5.260 | 0,00 | 464 | 8,69 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 3.137 | -12,40 | 277 | -4,83 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 190 | 0,00 | 17 | 6,67 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 154.264 | 91,79 | 13.600 | 108,32 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 118.274 | 119,02 | 10.118 | 116,98 | ||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 6.006 | 529 | ||||||
| 2026-04-22 | 13F | TPG Advisors LLC | 25.592 | -16,02 | 2.256 | -8,77 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 761 | 0,00 | 67 | 9,84 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 11.054 | 0,45 | 975 | 9,07 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 53.797 | 15,26 | 4.743 | 25,18 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 615 | 23,00 | 54 | 35,00 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 450 | 0,00 | 40 | 8,33 | ||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 1.490.283 | 2,53 | 131.383 | 11,36 | ||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 205.299 | 0,84 | 18.099 | 9,52 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 53.130 | -2,38 | 4.684 | 6,02 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 2.787 | 246 | ||||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 23.826 | -29,21 | 2.100 | -23,11 | ||||
| 2026-05-05 | 13F | UBS Group AG | 15.300.061 | 70,80 | 1.348.853 | 85,51 | ||||
| 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 | |||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 36.756 | 0,00 | 3.240 | 8,62 | ||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 400 | 0,00 | 35 | 9,38 | ||||
| 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 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 429.338 | 7,30 | 37.850 | 16,54 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 2.833 | 2,20 | 250 | 11,16 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 139.709 | -1,55 | 12.317 | 6,93 | ||||
| 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 | ||||
| 2026-05-13 | 13F | Mairs & Power Inc | 3.525 | 0,00 | 311 | 8,39 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 43.470 | -30,64 | 2.558 | -49,72 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 2.571 | 0,00 | 227 | 8,65 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 42 | -80,28 | 4 | -82,35 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 181 | 16 | ||||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 8.061 | -0,12 | 711 | 8,40 | ||||
| 2026-04-13 | 13F | Mkd Wealth Coaches, Llc | 4.654 | 0,00 | 410 | 8,75 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 32.123 | -7,72 | 2.832 | 0,21 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 560 | 0,00 | 49 | 8,89 | ||||
| 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 | ||||
| 2026-05-07 | 13F | Prentiss Smith & Co Inc | 5.391 | 0,00 | 475 | 8,70 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 15.492 | 0,28 | 1.366 | 8,94 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 15.982 | -7,12 | 1.409 | 0,86 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 20.468 | 10.134,00 | 1.804 | 11.175,00 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 1.000 | 0,00 | 88 | 8,64 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 30.264 | -27,95 | 2.668 | -21,74 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 10.600 | 0,00 | 934 | 8,60 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 14.044 | -61,89 | 1.238 | -58,60 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 333 | 29 | ||||||
| 2026-04-30 | 13F | Private Harbour Investment Management & Counsel, LLC | 181.588 | -2,21 | 16.009 | 6,20 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 2.866 | -31,53 | 253 | -25,66 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 4.560 | 2,10 | 402 | 11,05 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 3.064 | 0,69 | 270 | 9,31 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 1.566.989 | -1,34 | 138.146 | 7,16 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 1.319 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | Moon Capital Management Lp | 1.559.604 | 0,00 | 137.495 | 8,61 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 8.520 | 2,72 | 751 | 11,59 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 35.110 | 0,00 | 3.095 | 8,60 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 155.781 | 6,35 | 13.734 | 15,51 | ||||
| 2026-05-06 | 13F | Euro Pacific Asset Management, LLC | 7.752 | -27,96 | 1 | |||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 22.404 | 1.975 | ||||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 9.605 | 1,08 | 847 | 9,73 | ||||
| 2026-05-06 | 13F | Arcus Capital Partners, LLC | 3.002 | 0,00 | 265 | 8,64 | ||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 6.563 | 579 | ||||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 920 | 0,00 | 81 | 9,46 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 17.814 | 21,07 | 1.570 | 23,14 | ||||
| 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 | |||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 432 | 40,26 | 38 | 52,00 | ||||
| 2026-05-07 | 13F | West Family Investments, Inc. | 384.343 | -8,96 | 34.067 | -1,07 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 38.836 | -2,00 | 3.424 | 6,44 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 5.221 | 68,69 | 460 | 83,27 | ||||
| 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 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 5.187 | 0,00 | 457 | 8,55 | ||||
| 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 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 3.744 | 25,85 | 330 | 36,93 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 154.152 | -24,65 | 13.590 | -18,16 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 2.474 | 0,00 | 223 | 11,50 | ||||
| 2026-05-12 | 13F | Graham Capital Wealth Management, Llc | 11.758 | -2,28 | 1.037 | 6,15 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 3.036 | 20,62 | 268 | 30,88 | ||||
| 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 | |||||
| 2026-05-06 | 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 | |||
| 2026-04-28 | 13F | Blossom Wealth Management | 18.443 | 4,11 | 1.626 | 13,08 | ||||
| 2026-05-05 | 13F | Bcm Advisors, Llc | 3.133 | -14,40 | 266 | -22,45 | ||||
| 2026-05-11 | 13F | Commerce Bank | 279.622 | 63,62 | 24.651 | 77,72 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 3.435 | 0,00 | 303 | 8,63 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 109.312 | 56,24 | 9.637 | 69,71 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 41 | 105,00 | 4 | 200,00 | ||||
| 2026-04-30 | 13F | Commons Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 6.588 | 46,86 | 581 | 59,34 | ||||
| 2026-05-15 | 13F | 44 Wealth Management Llc | 4.192 | 370 | ||||||
| 2026-05-05 | 13F | Caldwell Securities, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 4.515 | 0,00 | 398 | 8,74 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 2.830 | 0,00 | 249 | 8,73 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 10.441 | -8,07 | 921 | -0,11 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 11.083 | 0,00 | 977 | 8,68 | ||||
| 2026-05-15 | 13F | Compass Wealth Management, LLC/GA | 13.838 | -6,11 | 1.220 | 1,92 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 31.820 | 1,00 | 2.805 | 9,70 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 208.507 | -8,67 | 18.382 | -0,81 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 12.784 | 16,35 | 1.127 | 26,49 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 32.020 | -11,82 | 2.599 | -1,63 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 10.062 | 0,00 | 887 | 8,70 | ||||
| 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 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 971.659 | 4,88 | 85.661 | 13,91 | ||||
| 2026-04-24 | 13F | Whelan Financial | 6.914 | 98,74 | 610 | 115,96 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 26.950 | -23,65 | 2.376 | -17,10 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 13.595 | 4,90 | 1.199 | 13,99 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 19.568 | -45,66 | 1.725 | -40,99 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 3.538.226 | 0,60 | 287.198 | 112.526,27 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 9.006 | 38,87 | 794 | 50,76 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 35.457 | -61,62 | 3.126 | -58,33 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 23.440 | 36,33 | 2.066 | 48,10 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 874.505 | -36,09 | 77 | -30,63 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 2.705 | 238 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 5.261 | 160,32 | 464 | 182,32 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 20.224 | 0,44 | 1.783 | 9,06 | ||||
| 2026-05-12 | 13F/A | Granite FO LLC | 2.565 | 0,00 | 226 | 8,65 | ||||
| 2026-05-14 | 13F | Wills Financial Group LLC | 146.271 | -0,59 | 12.900 | 8,01 | ||||
| 2026-05-04 | 13F | 5th Street Advisors, LLC | 17.786 | 10,89 | 1.568 | 20,45 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 791 | 0,00 | 70 | 7,81 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 52.403 | 20,36 | 4.620 | 30,70 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 28.649 | 4,09 | 2.526 | 13,03 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 5.820 | -0,65 | 1 | |||||
| 2026-04-24 | 13F | Mackay Shields Llc | 390.150 | -17,86 | 34.396 | -10,79 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 6 | 1 | ||||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 24.845 | 2.190 | ||||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 9.226 | 100,00 | 813 | 117,38 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 77.933 | 379,91 | 6.871 | 421,24 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 218 | -53,32 | 19 | -48,65 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 120.242 | 4,79 | 10.601 | 13,81 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 4.301 | 27,25 | 379 | 38,32 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 2.555 | 225 | ||||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 760 | 0,00 | 62 | 10,91 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 256 | 0,00 | 23 | 10,00 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 3.980 | 3,84 | 351 | 12,54 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 36.623 | 17,60 | 3.229 | 20,04 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 2.796 | 251 | ||||||
| 2026-05-12 | 13F | Pilgrim Partners Asia Pte Ltd | 40.690 | 51,32 | 3.587 | 64,39 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 6.883 | 0,00 | 607 | 8,60 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 22.478 | -33,98 | 1.982 | -28,30 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 2.227 | 119,41 | 196 | 139,02 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 71.807 | -12,82 | 6.331 | -5,31 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 6.068 | 0,00 | 535 | 8,54 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 6.614 | 5,39 | 537 | 17,54 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 65.098 | 26,86 | 5.739 | 37,79 | ||||
| 2026-05-12 | 13F | Cooper/haims Advisors, Llc | 6.548 | 0,00 | 577 | 8,66 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 766 | 0,00 | 68 | 8,06 | ||||
| 2026-05-07 | 13F | Insight 2811, Inc. | 3.755 | 0,00 | 331 | 8,88 | ||||
| 2026-05-07 | 13F | Intellus Advisors LLC | 576.422 | -1,73 | 50.817 | 6,73 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 6.346 | 4,53 | 559 | 13,62 | ||||
| 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 | |||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 444 | 39 | ||||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 7.760 | 0,00 | 630 | 11,52 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 5.564 | -7,44 | 491 | 0,62 | ||||
| 2026-05-13 | 13F | Employees Retirement System of Texas | 3.293.500 | 1.247,03 | 290 | 1.426,32 | ||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 52.747 | -42,53 | 4.650 | -37,58 | ||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 48.047 | 0,00 | 4.236 | 8,62 | ||||
| 2026-05-07 | 13F | First National Trust Co | 18.420 | 24,57 | 1.624 | 35,25 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 3.648 | 0,41 | 322 | 9,18 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 30.161 | 0,00 | 2.719 | -5,26 | ||||
| 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 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 3.470 | 10,19 | 295 | 15,29 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 48.820 | -41,12 | 4.304 | -36,06 | ||||
| 2026-05-08 | 13F | Burling Wealth Partners, Llc | 3.006 | 0,00 | 265 | 9,05 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 85.625 | -2,74 | 7.549 | 5,64 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 3.461 | 0,00 | 305 | 8,93 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 6.325 | -27,57 | 552 | -22,80 | ||||
| 2026-05-15 | 13F | Family Management Corp | 68.017 | 4,11 | 5.996 | 13,09 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 3.325 | -37,56 | 293 | -32,18 | ||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 3.354 | 3,61 | 296 | 12,60 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 2.003 | 42,77 | 173 | 36,22 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 114.433 | -5,86 | 10.088 | 2,25 | ||||
| 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 | ||||
| 2026-04-15 | 13F | Wormser Freres Gestion | 35.220 | 14,41 | 3.105 | 21,82 | ||||
| 2026-04-27 | 13F | Rochester Wealth Strategies, LLC | 83.839 | -17,43 | 7.391 | -10,31 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 6.345 | 1,47 | 559 | 10,26 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 5.035 | 0,00 | 409 | 11,48 | ||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 243 | 0,00 | 21 | 10,53 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 3.210 | 9,74 | 283 | 18,99 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 2.288 | 202 | ||||||
| 2026-04-30 | 13F | Indivisible Partners | 4.915 | 0,00 | 433 | 8,79 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 715 | 0,00 | 63 | 8,62 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 1.161.576 | 4,98 | 102.405 | 14,02 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 284 | 0,00 | 25 | 8,70 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 77.471 | 3,42 | 6.830 | 12,32 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | PDS Planning, Inc | 13.301 | 0,19 | 1.173 | 8,82 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 26.253 | 9,29 | 2.314 | 18,73 | ||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 3.303 | -16,84 | 291 | -9,63 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 22.497 | -21,48 | 1.983 | -14,71 | ||||
| 2026-05-06 | 13F | CNB Bank | 1.525 | 0,00 | 134 | 8,94 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 16.727 | 10,26 | 1.475 | 19,74 | ||||
| 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 | ||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 6.839 | 0,13 | 603 | 8,66 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 35.190 | 1,27 | 3.102 | 10,00 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 6.088 | 1,50 | 537 | 10,29 | ||||
| 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 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 8.201 | 79,30 | 740 | 99,46 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 7 | 1 | ||||||
| 2026-05-15 | 13F | Reliant Wealth Planning | 6.198 | 0,00 | 546 | 8,55 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 1.656 | 1.108,76 | 146 | 1.218,18 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 483.758 | 3,06 | 42.648 | 11,93 | ||||
| 2026-05-01 | 13F | Mh & Associates Securities Management Corp /adv | 515 | 0,00 | 45 | 9,76 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 534.548 | 0,25 | 47.126 | 8,88 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 9.000 | 793 | 4.564,71 | |||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 9.438 | 11,07 | 832 | 20,75 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 5.894 | 9,53 | 520 | 19,04 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 11 | 1 | ||||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 26.793 | 0,81 | 2.362 | 9,50 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 20.276 | -29,43 | 1.788 | -23,37 | ||||
| 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 | ||||
| 2026-04-14 | 13F | Valicenti Advisory Services Inc | 4.180 | -7,21 | 0 | |||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 4.650 | 0,00 | 410 | 8,49 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 1.203 | 4,07 | 106 | 13,98 | ||||
| 2026-05-01 | 13F | Merrithew & Thorsten Inc | 20 | 0,00 | 0 | |||||
| 2026-04-14 | 13F | Bayshore Capital Advisors, LLC | 28.370 | 2.501 | ||||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 16.393 | -7,80 | 1.445 | 0,14 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 13.985 | 3,16 | 1.233 | 12,00 | ||||
| 2026-05-04 | 13F | Genesis Wealth Advisors, LLC | 6.326 | 0,00 | 558 | 8,58 | ||||
| 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 | |||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 27 | 0,00 | 2 | 0,00 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 2.198 | -26,93 | 194 | -20,90 | ||||
| 2026-05-07 | 13F | American Asset Management Inc. | 3.235 | -46,40 | 285 | -41,72 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 671.733 | -0,13 | 59.220 | 8,47 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 17.951 | 3,98 | 1.583 | 12,92 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 2.072.841 | -2,55 | 182.742 | 5,84 | ||||
| 2026-04-17 | 13F | Values First Advisors, Inc. | 23.891 | 10,22 | 2.106 | 19,73 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 76.774 | 27,94 | 6.768 | 38,97 | ||||
| 2026-05-08 | 13F | Vann Equity Management LLC | 2.508 | 221 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 9.129 | -47,99 | 805 | -43,54 | ||||
| 2026-05-14 | 13F | Knollwood Investment Advisory, LLC | 75.160 | 0,03 | 6.626 | 8,64 | ||||
| 2026-04-22 | 13F | Louisbourg Investments Inc. | 140 | 0,00 | 12 | 9,09 | ||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 15.868 | 0,00 | 1.399 | 8,54 | ||||
| 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 | Call | 16.900 | 1.490 | |||||
| 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 | 125.168 | 11.035 | ||||||
| 2026-05-07 | 13F | CFG Wealth Management Services, Inc. | 50 | 0,00 | 4 | 0,00 | ||||
| 2026-05-14 | 13F | Twin Tree Management, LP | Put | 478.500 | -79,94 | 42.185 | -78,21 | |||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 15.344 | 1,86 | 1.353 | 10,64 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 2.799 | -92,31 | 247 | -91,67 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 145.148 | 100,00 | 10.474 | 100,02 | ||||
| 2026-05-06 | 13F | Durante & Waters, Llc | 7.380 | 0,00 | 651 | 8,51 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 5.213 | -4,58 | 460 | 3,61 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 42.615 | 1,14 | 3.757 | 9,82 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 3.064 | 0,00 | 270 | 8,87 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Sigma Planning Corp | 225.847 | 2,14 | 19.911 | 10,94 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 695 | 0,00 | 61 | 8,93 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 31.027 | -6,72 | 2.735 | 1,33 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 4.525 | 0,00 | 399 | 8,45 | ||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 3.385 | -49,29 | 218 | -46,29 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 66.013 | -3,31 | 5.820 | 5,02 | ||||
| 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 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 878 | 3,29 | 71 | 16,39 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 5.494 | 1,53 | 484 | 10,25 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 119.066 | 75,40 | 10.562 | 91,69 | ||||
| 2026-05-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 11.197 | -2,20 | 987 | 6,24 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 3.380 | -56,83 | 298 | -53,07 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 12.814 | 29,29 | 1.130 | 40,42 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 2.278 | 201 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 7.368 | 9,87 | 650 | 19,30 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 51.950 | 90,85 | 5 | 100,00 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 356.815 | 20,72 | 31.457 | 31,12 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 1.730 | -9,90 | 153 | -1,94 | ||||
| 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 | ||||
| 2026-05-15 | 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 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 5.983 | 52,90 | 527 | 66,25 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 206.708 | 19,84 | 18 | 28,57 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 132.995 | 13,53 | 11.725 | 23,31 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 2.443 | 215 | ||||||
| 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 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 21.800 | 2.642,14 | 1.922 | 2.901,56 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 11.820 | 0,00 | 1.042 | 8,65 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 56.332 | 2,38 | 4.966 | 11,20 | ||||
| 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 | ||||
| 2026-02-05 | 13F | Isthmus Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2.735.976 | 3,19 | 222.079 | 15,10 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 64.780 | -3,30 | 5.812 | 6,39 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 3.412 | 36,53 | 301 | 48,51 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 4.570 | -48,38 | 403 | -44,01 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 1.267 | 0,00 | 112 | 8,82 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 13.334 | 2,57 | 1.176 | 11,37 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 3.193 | 0,60 | 281 | 9,34 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 18.879 | -7,63 | 1.664 | 0,36 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 41 | 0,00 | 4 | 0,00 | ||||
| 2026-02-17 | 13F | Optiver Holding B.V. | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 7.525 | -18,65 | 663 | -11,60 | ||||
| 2026-04-24 | 13F | Stegent Equity Advisors, Inc. | 7.832 | 0,00 | 690 | 8,66 | ||||
| 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 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 86.883 | 0,00 | 7.660 | 8,61 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 120.094 | -6,44 | 10.588 | 1,62 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 1.265 | 111 | ||||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 454 | 0,00 | 40 | 11,11 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 6.194 | 0,00 | 1 | |||||
| 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 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 8.623.425 | 19,94 | 760.241 | 30,27 | ||||
| 2026-05-07 | 13F | Palisades Hudson Asset Management, L.P. | 73.252 | -26,11 | 6 | -25,00 | ||||
| 2026-05-15 | 13F | Pingora Partners LLC | 784 | 0,00 | 69 | 9,52 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 250 | 0,00 | 22 | 10,00 | ||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 2.371 | 209 | ||||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 3.091 | -18,57 | 273 | -11,69 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 4.375 | 0,00 | 386 | 8,45 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 27.919 | 2.461 | ||||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 27.491 | -3,18 | 2.424 | 5,16 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 34.980 | -47,39 | 3.084 | -42,87 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 42.200 | 83,91 | 3.720 | 99,79 | ||||
| 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 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 114.676 | 8,22 | 10.110 | 126.262,50 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 41.666 | 1,89 | 3.673 | 10,67 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 3.617.414 | -2,45 | 318.911 | 5,95 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 46.325 | 45,96 | 4.084 | 58,54 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 2.930 | 243,49 | 258 | 273,91 | ||||
| 2026-04-29 | 13F | Signet Private Wealth LLC | 2.614 | 230 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 44.328 | -14,01 | 3.908 | -6,62 | ||||
| 2026-05-07 | 13F | Richard Young Associates, Ltd. | 2.538 | 0,00 | 224 | 8,25 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 240.881 | 1,89 | 21.236 | 10,67 | ||||
| 2026-05-28 | 13F | Blue Fin Capital, Inc. | 13.554 | -11,96 | 1.195 | -4,40 | ||||
| 2026-04-13 | 13F | E Fund Management Co., Ltd. | 149.964 | -60,77 | 13.221 | -44,54 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 917.288 | -11,97 | 80.868 | -4,39 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1.295.573 | 2,70 | 114.218 | 11,55 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 51.665 | -14,63 | 4.555 | -7,29 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 105 | -41,57 | ||||||
| 2026-05-15 | 13F | Css Llc/il | 200.040 | 1,41 | 17.636 | 10,14 | ||||
| 2026-05-12 | 13F | Hager Investment Management Services, Llc | 38 | 0,00 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 27.748 | 172,28 | 2.446 | 195,77 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 40.613 | -52,98 | 3.580 | -48,94 | ||||
| 2026-05-05 | 13F | New Harbor Financial Group, LLC | 341.055 | 30.067 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 5.834 | -1,57 | 514 | 6,86 | ||||
| 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 | |||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 39.432 | 4,59 | 3.476 | 8,63 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 24.824 | 66,46 | 2.188 | 80,83 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 32.698 | 10,60 | 2.883 | 20,13 | ||||
| 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 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 13.904 | 1.226 | ||||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 2.728 | -1,23 | 240 | 7,14 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 12.500 | 0,00 | 1.102 | 8,68 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 3.811 | 17,19 | 336 | 27,38 | ||||
| 2026-04-22 | 13F | Ariston Services Group | 0 | -100,00 | 11.055 | 7,30 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 13.662 | 34,79 | 1.204 | 46,47 | ||||
| 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 | |||||
| 2026-05-11 | 13F | Seeds Investor Llc | 135.863 | 6,57 | 12.388 | 19,72 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 3.834 | 0,00 | 338 | 8,68 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 116.260 | 13,00 | 10.250 | 36,07 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 8.152 | 0,00 | 719 | 8,62 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 104.816 | -1,64 | 9.241 | 6,83 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 175 | 0,00 | 15 | 7,14 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 51.921 | 24,56 | 4.577 | 35,29 | ||||
| 2026-05-14 | 13F | Gamco Investors, Inc. Et Al | 187.221 | 0,03 | 16.505 | 8,64 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 21.481 | 0,00 | 1.894 | 8,61 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 99.418 | 4,18 | 8.765 | 13,14 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 25.659 | 186,18 | 2.262 | 211,14 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 178 | 0,00 | 16 | 7,14 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 2.712 | 1,73 | 239 | 10,65 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 671.507 | -13,53 | 59.200 | -6,08 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 347.773 | 1,72 | 30.660 | 10,48 | ||||
| 2026-05-13 | 13F | Alliance Private Wealth, LLC | 4.708 | 0,00 | 415 | -5,03 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 730.031 | -8,33 | 64.360 | -0,44 | ||||
| 2026-05-07 | 13F | Alchemi Wealth, LLC | 3.591 | 5,46 | 317 | 14,49 | ||||
| 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 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 600.475 | 30,71 | 34.140 | -12,72 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 175.309 | -3,69 | 15.455 | 4,60 | ||||
| 2026-04-29 | 13F | Solidarilty Wealth, LLC | 7.087 | 0,00 | 625 | 8,52 | ||||
| 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 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 12.716 | 0,43 | 1.121 | 9,15 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 17.148 | -65,59 | 1.512 | -62,64 | ||||
| 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 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 2.159 | 3,85 | 190 | 13,10 | ||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 126.067 | -26,21 | 11.114 | -19,85 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 599 | 0,00 | 53 | 8,33 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 203.770 | -1,31 | 17.965 | 7,28 | ||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 2.800 | 0,00 | 247 | 8,37 | ||||
| 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 | ||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 16.241 | 384,66 | 1.432 | 426,10 | ||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 12.757 | 0,00 | 1.125 | 8,60 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 6.386 | 563 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 5.840.787 | -8,04 | 474.097 | -8,04 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 4.813 | 391 | ||||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 3.264 | 0,00 | 288 | 8,71 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 26.970 | 0,23 | 2.378 | 8,84 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 247.820 | -6,71 | 21.848 | 1,32 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 1.229 | 6,87 | 108 | 16,13 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 219 | 0,00 | 19 | 11,76 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 18.644 | 0,41 | 1.644 | 9,02 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 565.578 | 48,06 | 49.861 | 60,82 | ||||
| 2026-04-29 | 13F | Koa Wealth Management, LLC | 6.282 | -14,30 | 554 | -6,90 | ||||
| 2026-04-10 | 13F | Sulzberger Capital Advisors, Inc. | 3.031 | 0,00 | 267 | 8,54 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 67 | 0,00 | 6 | 0,00 | ||||
| 2026-01-14 | 13F | Worth Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | Emerald Investment Advisers, LLC | 58.820 | 5.186 | ||||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 256 | 0,00 | 23 | 0,00 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 10.768 | -1,86 | 949 | 6,63 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 2.106 | 0,00 | 186 | 8,82 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 14.872 | -35,66 | 1.311 | -30,12 | ||||
| 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 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 6.997 | 22,99 | 617 | 33,62 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 10.497 | 18,25 | 925 | 28,47 | ||||
| 2026-04-15 | 13F | Buttonwood Financial Group, LLC | 36.039 | -65,60 | 3.177 | -64,28 | ||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 816 | 0,00 | 72 | -6,58 | ||||
| 2026-04-28 | 13F | China Universal Asset Management Co., Ltd. | 393.940 | 411,61 | 34.730 | 455,66 | ||||
| 2026-04-24 | 13F | Alken Asset Management Ltd. | 0 | |||||||
| 2026-05-12 | 13F | Banco BTG Pactual S.A. | 31.220 | 2.752 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 14.627 | 82,72 | 1.242 | 89,91 | ||||
| 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 | ||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 131.805 | -8,10 | 11.620 | -0,19 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 2.745 | 37,25 | 242 | 49,38 | ||||
| 2026-04-17 | 13F | Andina Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 4.089 | 0,59 | 360 | 9,42 | ||||
| 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 | ||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 3 | 0,00 | 0 | |||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 88.188 | -5,43 | 7.775 | 2,71 | ||||
| 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 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 17.449 | 1,37 | 1.538 | 10,09 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 4.197 | 8,98 | 370 | 18,59 | ||||
| 2026-05-14 | 13F | Tikvah Management LLC | 82.230 | 0,00 | 7.249 | 8,62 | ||||
| 2026-02-13 | 13F | 1832 Asset Management L.P. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 1.642.015 | 11,75 | 144.760 | 21,38 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 492 | 355,56 | 43 | 437,50 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Mayport, Llc | 5.447 | 480 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 12.222 | -36,80 | 1.078 | -31,36 | ||||
| 2026-05-14 | 13F | Harvest Fund Management Co., Ltd | 149.269 | 20,74 | 13 | 30,00 | ||||
| 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 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 133.472 | 7,83 | 11.767 | 17,11 | ||||
| 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 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 2.796 | 1,45 | 247 | 10,31 | ||||
| 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 | |||||
| 2026-05-07 | 13F | Liberty Square Wealth Partners Llc | 4.290 | 0,00 | 378 | 8,62 | ||||
| 2026-05-12 | 13F | Circle Wealth Management, LLC | 819.093 | 0,00 | 72.211 | 8,61 | ||||
| 2026-05-28 | 13F | Lavelle Capital Lp | 4.751 | 0,00 | 419 | 8,57 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 2.866 | -3,31 | 253 | 5,00 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 16.362 | 0,06 | 1.443 | 8,67 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 30.471 | 94,27 | 2.686 | 111,00 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 3.899 | 344 |
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