Grundlæggende statistik
| Institutionelle aktier (lange) | 614.548.049 - 78,83% (ex 13D/G) - change of 55,76MM shares 9,98% MRQ |
| Institutionel værdi (lang) | $ 77.458.737 USD ($1000) |
Institutionelt ejerskab og aktionærer
Duke Energy Corporation (DE:D2MN) har 2508 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 614,548,049 aktier. Største aktionærer omfatter Vanguard Group Inc, BlackRock, Inc., Vanguard Capital Management Llc, State Street Corp, Vanguard Portfolio Management Llc, Geode Capital Management, Llc, Massachusetts Financial Services Co /ma/, Morgan Stanley, Fmr Llc, and Franklin Resources Inc .
Duke Energy Corporation (XTRA:D2MN) 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%.
The share price as of June 2, 2026 is 103,60 / share. Previously, on June 4, 2025, the share price was 102,56 / share. This represents an increase of 1,01% over that period.
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
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
AI+ Ask Fintel’s AI assistant about Duke Energy Corporation.
Select a question to share a public post with an AI-crafted answer.
Thinking of good questions…
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.
Opgrader
for at låse premium-data op og eksportere til Excel 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 2807 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 48.323 | -0,34 | 6.327 | 11,33 | ||||
| 2026-05-07 | 13F | Meeder Asset Management Inc | 1 | -99,67 | 0 | -100,00 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 370.540 | -1,41 | 48.519 | 9,85 | ||||
| 2026-05-14 | 13F | Biondo Investment Advisors, LLC | 94.412 | 0,88 | 12.362 | 12,70 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 1.740 | -5,84 | 228 | 5,09 | ||||
| 2026-05-14 | 13F | Volterra Technologies LP | Call | 2.000 | 259 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | Put | 17.500 | 2.291 | |||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 105.762 | 4,03 | 13.848 | 16,21 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 1.701 | 223 | ||||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 5.363 | 0,19 | 702 | 11,96 | ||||
| 2026-01-23 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6.205 | -12,45 | 812 | -2,17 | ||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 2.789 | 0,00 | 365 | 11,96 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 1.598 | 209 | ||||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 6.884 | 5,20 | 901 | 17,47 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 153.564 | -5,80 | 20.108 | 5,24 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 7.893.389 | -3,77 | 1.033.561 | 7,50 | ||||
| 2026-04-13 | 13F | Ironwood Wealth Management, Inc. | 54 | 7 | ||||||
| 2026-04-03 | 13F | Investors Research Corp | 600 | 0,00 | 79 | 11,43 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 75.979 | 54,09 | 9.949 | 72,14 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Westpac Banking Corp | 18.717 | -0,23 | 2.451 | 11,46 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 12.696 | -13,39 | 1.662 | -3,26 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 3.162 | -1,25 | 414 | 10,40 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 2.135 | 280 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 2.432 | 318 | ||||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 1.706 | 217 | ||||||
| 2026-05-04 | 13F | Maryland State Retirement & Pension System | 39.403 | 2,05 | 5.159 | 14,01 | ||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 2.984 | -5,27 | 391 | 5,69 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 5.207 | 0,00 | 682 | 11,64 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 43.166 | 3,74 | 5.652 | 15,89 | ||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 1.902 | -1,65 | 249 | 10,18 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 28 | 4 | ||||||
| 2026-05-15 | 13F | Qtron Investments LLC | 12.983 | 0,00 | 1.700 | 11,70 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 43.603 | 5.709 | ||||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 3.021 | -3,27 | 396 | 7,92 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 82.846 | -0,75 | 10.848 | 10,88 | ||||
| 2026-05-12 | 13F | Alaethes Wealth LLC | 16.802 | 0,58 | 2.200 | 12,42 | ||||
| 2026-05-07 | 13F | Richard C. Young & CO., LTD. | 47.405 | 2,97 | 6.207 | 15,03 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 11.231 | -57,90 | 1.471 | -52,99 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 6.872 | 0,00 | 900 | 11,68 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 48.523 | 3,83 | 6 | 20,00 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 109 | 0,00 | 14 | 16,67 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 173.489 | -1,95 | 22.717 | 9,53 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 85.140 | 3,60 | 11.148 | 15,74 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 8.649 | 6,41 | 1.133 | 18,91 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 1.624 | 213 | ||||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 11.293 | 0,62 | 1.479 | 12,40 | ||||
| 2026-05-08 | 13F | Marco Investment Management Llc | 34.815 | -0,18 | 4.559 | 11,50 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 4.500 | 9,76 | 589 | 22,71 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 16.124 | -1,73 | 2.111 | 9,78 | ||||
| 2026-02-04 | 13F | Virginia Retirement Systems Et Al | 513.905 | 447,29 | 60.235 | 418,36 | ||||
| 2026-05-15 | 13F | Investment Management Corp of Ontario | 392.800 | 427,52 | 51.433 | 489,35 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 1.593 | 209 | ||||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 28.248 | 95,20 | 3.699 | 118,10 | ||||
| 2026-05-15 | 13F | EFG International AG | 129 | 29,00 | 17 | 45,45 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 2.947 | -1,77 | 386 | 9,69 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 1.963 | -1,21 | 257 | 10,34 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 39.660 | 4,09 | 5.193 | 16,30 | ||||
| 2026-05-15 | 13F | Themes Management Co LLC | 7.699 | 18,67 | 1.008 | 32,63 | ||||
| 2026-04-16 | 13F | Baron Wealth Management LLC | 3.550 | 9,26 | 465 | 22,11 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 6.261 | -1,63 | 820 | 9,79 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 3.081 | -19,70 | 403 | -10,24 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 12.479 | 1,81 | 1.634 | 13,79 | ||||
| 2026-05-12 | 13F | Tannin Capital LLC | 6.034 | 5,05 | 790 | 17,38 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 10.582 | 0,02 | 1.386 | 11,69 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 15 | -11,76 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 115.413 | 12,82 | 15.201 | 26,44 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 3.743 | 51,85 | 490 | 70,14 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 2.155 | -93,70 | 282 | -92,97 | ||||
| 2026-05-13 | 13F | Picton Mahoney Asset Management | 10 | 0,00 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Bruce & Co., Inc. | 145.816 | -6,42 | 19.093 | 4,54 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 21.147 | 12,10 | 2.769 | 25,19 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 35.811 | -19,81 | 4.689 | -10,41 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 12.679.831 | 2,75 | 1.660.297 | 14,78 | ||||
| 2026-05-15 | 13F | Guardian Capital Lp | 30.966 | 8,40 | 4.055 | 21,09 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 28.971 | -1,36 | 3.396 | -6,58 | ||||
| 2026-04-06 | 13F | Trust Co of the South | 16.093 | 4,52 | 2.107 | 16,80 | ||||
| 2026-04-13 | 13F | Ledgewood Wealth Advisors, LLC | 18.404 | 0,00 | 2.410 | 11,68 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 82.941 | 0,19 | 10.860 | 11,92 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 4.830.084 | 3,59 | 632.451 | 15,72 | ||||
| 2026-04-22 | 13F | J. Team Financial, Inc. | 2.316 | -11,03 | 303 | -0,66 | ||||
| 2026-04-28 | 13F | Cushing Asset Management, Lp | 35.000 | 4.583 | ||||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 253 | 0,80 | 33 | 13,79 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Alerus Financial Na | 5.748 | 398,09 | 753 | 457,04 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 34.265 | -6,19 | 4.487 | 4,79 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 102.355 | -2,79 | 13.402 | 8,61 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 44.704 | -2,60 | 5.854 | 8,81 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 19.276 | 109,61 | 2.524 | 134,35 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 25.071 | 0,05 | 3.283 | 11,75 | ||||
| 2026-05-14 | 13F | Stonebridge Capital Advisors LLC | 117.785 | 0,02 | 15.423 | 11,73 | ||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 19.349 | 0,00 | 2.534 | 11,73 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 553 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 544 | -15,26 | 71 | -5,33 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 14.995 | 17,95 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 6.132 | -0,41 | 803 | 11,23 | ||||
| 2026-05-15 | 13F | Shepherd Kaplan Krochuk, Llc | 6.527 | -0,96 | 855 | 10,62 | ||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 1.950 | 75,04 | 255 | 96,15 | ||||
| 2026-04-24 | 13F | Cassia Capital Partners, LLC | 12.862 | 16,43 | 1.684 | 30,14 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 1.087 | 0,00 | 142 | 11,81 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 11.161 | 9,82 | 1.461 | 22,67 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 82.122 | 1,61 | 10.753 | 13,51 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 10.320 | 2,97 | 1 | 0,00 | ||||
| 2026-05-13 | 13F | Tokio Marine Asset Management Co Ltd | 38.954 | 0,39 | 5.101 | 12,14 | ||||
| 2026-05-13 | 13F | Machina Capital S.a.s. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 3.650 | 27,44 | 478 | 42,39 | ||||
| 2026-05-15 | 13F | Voleon Capital Management Lp | 14.415 | 1.888 | ||||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 10.650 | 0,00 | 1.395 | 11,70 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 62.821 | 29,65 | 7.363 | 22,80 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 1.612 | 211 | ||||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 6.182 | 1,08 | 809 | 12,99 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 255.284 | 834,32 | 33.427 | 943,91 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 30.571 | 18,96 | 4.003 | 32,90 | ||||
| 2026-05-15 | 13F | State of Tennessee, Treasury Department | 270.654 | 0,00 | 35.439 | 7,90 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Put | 204.800 | 491,91 | 26.817 | 561,31 | |||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3.528 | 0,31 | 462 | 12,14 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Call | 257.900 | 126,23 | 33.769 | 152,74 | |||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 2.558 | 0,24 | 335 | 12,04 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 2.031 | 10,32 | 1 | |||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 40 | 11,11 | 5 | 0,00 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 1.541 | -13,18 | 202 | -3,37 | ||||
| 2026-04-24 | 13F | Optas, LLC | 4.748 | 22,34 | 622 | 36,78 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 9.716 | 1.272 | ||||||
| 2026-05-15 | 13F | Towarzystwo Funduszy Inwestycyjnych Pzu Sa | 880 | 0,00 | 115 | 11,65 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 2.472 | 18,50 | 324 | 32,38 | ||||
| 2026-05-15 | 13F | Siemens Fonds Invest GmbH | 22.168 | 0,19 | 2.903 | 11,49 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 1.928 | -0,62 | 252 | 11,01 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 4.780 | -4,34 | 626 | 6,84 | ||||
| 2026-05-15 | 13F | Aventail Capital Group, LP | 167.929 | 63,92 | 21.989 | 83,13 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 132.749 | -1,73 | 17.382 | 9,78 | ||||
| 2025-12-10 | 13F | Mainstay Capital Management Llc /adv | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Northern Trust Corp | 7.362.197 | 0,17 | 964.006 | 11,91 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 3.462 | -2,29 | 453 | 18,90 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 181 | 24 | ||||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 3.690 | 0,05 | 483 | 11,81 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | Put | 45.300 | 92,77 | 5.932 | 115,36 | |||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 42.879 | -14,73 | 5.615 | -4,75 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 1.831 | -1,88 | 240 | 9,63 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 168 | -7,69 | 22 | 4,76 | ||||
| 2026-05-13 | 13F | Fox Hill Wealth Management | 29.563 | 1,58 | 3.871 | 13,46 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | Call | 84.800 | -18,70 | 11.104 | -9,18 | |||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 3.648 | 52,70 | 478 | 70,36 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 2.517 | 0,08 | 330 | 11,90 | ||||
| 2026-04-27 | 13F | Asahi Life Asset Management Co., Ltd. | 3.807 | 498 | ||||||
| 2026-05-18 | 13F | Claris Financial LLC | 6.613 | -0,32 | 866 | 11,33 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 20.277 | -2,18 | 2.655 | 9,30 | ||||
| 2026-05-08 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 960.771 | 9,41 | 126 | 22,55 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 2.914 | 2,97 | 382 | 15,11 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 2.157 | 0,37 | 282 | 12,35 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 1.028.960 | -1,68 | 134.732 | 9,84 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 47.049 | 3,65 | 5.893 | 9,29 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 2.629 | -5,77 | 346 | 6,13 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 6.415 | 2,56 | 840 | 14,46 | ||||
| 2026-05-15 | 13F | City National Bank Of Florida /msd | 6.599 | 14,21 | 864 | 27,62 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 252 | 0,00 | 33 | 10,34 | ||||
| 2026-05-07 | 13F | First National Trust Co | 15.374 | -0,11 | 2.013 | 11,65 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 7.991 | -2,44 | 1.046 | 8,96 | ||||
| 2026-04-20 | 13F | Louisiana State Employees Retirement System | 39.600 | -0,25 | 5.185 | 11,43 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 39.563 | 0,31 | 5.180 | 12,07 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 17.094 | 1,90 | 2.238 | 13,84 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 768.677 | -26,93 | 100.651 | -18,37 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 15.290 | 20,35 | 1.912 | 28,41 | ||||
| 2026-05-05 | 13F | Cannon Wealth Management Services, LLC | 19.877 | 1,45 | 2.603 | 13,33 | ||||
| 2026-05-12 | 13F | Ruggiero Investments, Inc. | 1.626 | -5,85 | 213 | 4,95 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 345.684 | 12,54 | 45.316 | 25,74 | ||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 9.427 | -1,00 | 1.234 | 10,57 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 123.276 | 535,18 | 16.142 | 609,81 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 8.029 | 2,18 | 941 | -3,29 | ||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 3.297 | 2,68 | 432 | 14,63 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | Put | 49.600 | 37,02 | 6.495 | 53,05 | |||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 1.882 | -88,41 | 246 | -87,07 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 19.154 | -2,27 | 2.508 | 9,19 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 792 | -21,89 | 104 | -12,71 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | Call | 31.600 | 18,80 | 4.138 | 32,72 | |||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 59.373 | -26,18 | 7.774 | -17,53 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 362 | 0,00 | 47 | 11,90 | ||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 14.391.296 | -10,30 | 1.901.897 | 1,13 | ||||
| 2026-04-02 | 13F | Byrne Asset Management LLC | 908 | -10,81 | 119 | -0,84 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 4.626 | 0,00 | 606 | 11,62 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 34.080 | -3,78 | 4.462 | 7,49 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 933 | -3,72 | 122 | 7,96 | ||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 63.024 | -3,77 | 8.252 | 7,50 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 12.496 | 1.636 | ||||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 108.065 | 1,31 | 14.150 | 13,18 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 1.982 | 3,77 | 259 | 16,14 | ||||
| 2026-05-14 | 13F | Dai-Ichi Life Insurance Company, Ltd | 129.880 | -7,01 | 17.006 | 3,88 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 1.959 | -23,98 | 257 | -15,23 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 743.226 | 1,06 | 97.318 | 12,90 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 5.361.692 | 26,00 | 702.060 | 40,76 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | Call | 2.200 | -91,91 | 288 | -90,97 | |||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | WESPAC Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.621.662 | 4,33 | 343.280 | 16,55 | ||||
| 2026-05-08 | 13F | Marble Harbor Investment Counsel, LLC | 11.958 | 0,00 | 1.566 | 11,71 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 14.241 | 0,85 | 1.865 | 12,63 | ||||
| 2026-05-08 | 13F | Andra AP-fonden | 31.300 | 4.098 | ||||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 2.191 | 0,41 | 257 | -5,19 | ||||
| 2026-04-29 | 13F | Sather Financial Group Inc | 2.842 | 7,57 | 372 | 20,39 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 2.603 | -25,27 | 341 | -16,67 | ||||
| 2026-04-08 | 13F | Partnership Wealth Management, LLC | 2.612 | 0,00 | 342 | 11,76 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 5.904 | -0,77 | 773 | 10,90 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 18.768 | -4,12 | 2.458 | 7,11 | ||||
| 2026-02-17 | 13F | Advanced Portfolio Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 1.665 | 218 | ||||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 1.395 | 0,00 | 183 | 11,66 | ||||
| 2026-05-04 | 13F | IFC Advisors LLC | 2.651 | -2,43 | 347 | 9,12 | ||||
| 2026-05-07 | 13F | Agf Management Ltd | 66.036 | -2,86 | 8.647 | 8,52 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 3.090 | -7,87 | 405 | 2,80 | ||||
| 2026-04-23 | 13F | Orca Wealth Management, LLC | 12.934 | 0,06 | 1.694 | 8,18 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 706.338 | 14,60 | 92.488 | 28,02 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 3.550 | 10,01 | 465 | 22,75 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 1.789 | 0,11 | 210 | -5,43 | ||||
| 2026-02-17 | 13F | Voloridge Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Optimize Financial Inc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 8.008 | -5,45 | 1.049 | 5,65 | ||||
| 2026-05-13 | 13F | Frec Markets, Inc. | 10.833 | 111,13 | 1.418 | 135,94 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 167 | 2.285,71 | 22 | |||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 65 | 0,00 | 9 | 14,29 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 18.862 | -0,26 | 2.470 | 11,42 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 7.996 | 0,20 | 1.047 | 11,98 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 254 | 0,00 | 33 | 13,79 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 11.615 | 41,51 | 1.521 | 58,00 | ||||
| 2026-02-13 | 13F | Delos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 1.976 | -14,50 | 259 | -4,44 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 26.362 | -36,14 | 3.452 | -28,67 | ||||
| 2026-05-08 | 13F | Deseret Mutual Benefit Administrators | 2.614 | 80,52 | 342 | 102,37 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 60.675 | 2,22 | 7.945 | 14,19 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 11.395 | 173,26 | 1.442 | 194,68 | ||||
| 2026-05-07 | 13F | Wulff, Hansen & Co. | 7.950 | 0,00 | 1.041 | 11,71 | ||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 1.761.945 | 230.709 | ||||||
| 2026-04-23 | 13F | CBOE Vest Financial, LLC | 43.614 | 11,63 | 5.711 | 24,70 | ||||
| 2026-04-29 | 13F | Virginia Wealth Management Group, Inc. | 39.889 | 0,91 | 5.223 | 12,73 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 1.758.086 | -6,26 | 230.204 | 4,72 | ||||
| 2026-05-04 | 13F | New Mexico Educational Retirement Board | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 4.276 | 11,30 | 560 | 24,22 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 8.692 | 4,96 | 1.138 | 17,32 | ||||
| 2026-02-10 | 13F | Edgemoor Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 52 | 15,56 | 0 | |||||
| 2026-05-04 | 13F | Wellington Shields Capital Management, LLC | 630 | 0,00 | 82 | 12,33 | ||||
| 2026-04-28 | 13F | Oversea-Chinese Banking CORP Ltd | 3.197 | 33,26 | 419 | 48,75 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 593 | 172,02 | 78 | 208,00 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 3.158 | -42,74 | 370 | -45,75 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 3.732 | 88,39 | 489 | 110,34 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 8.133 | -0,90 | 1.065 | 12,11 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 1.982 | 0,66 | 232 | -4,53 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 79 | 10 | ||||||
| 2026-05-11 | 13F | Hussman Strategic Advisors, Inc. | 500 | 0,00 | 65 | 12,07 | ||||
| 2026-05-06 | 13F | HighMark Wealth Management LLC | 37 | 0,00 | 5 | 0,00 | ||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 3.610 | -0,74 | 473 | 10,80 | ||||
| 2026-05-08 | 13F | Red Wave Investments LLC | 2.423 | 0,00 | 317 | 11,62 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 3.820 | 2,14 | 500 | 14,16 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 10.219 | 4,82 | 1.338 | 17,16 | ||||
| 2026-05-12 | 13F | Tufton Capital Management | 42.285 | -0,84 | 6 | 25,00 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 29.637 | -1,24 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Odyssean, LLC | 11.377 | 1.490 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 89.220 | -36,18 | 11.682 | -28,71 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 141.471 | 14,39 | 18.524 | 27,80 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 14.547 | -1,13 | 1.905 | 10,44 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 4 | 1 | ||||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Griffin Asset Management, Inc. | 3.144 | 0,32 | 412 | 11,99 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 1.916 | 251 | ||||||
| 2026-05-14 | 13F | Bollard Group LLC | 177.644 | -5,01 | 23 | 9,52 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 1.686 | -2,09 | 221 | 9,45 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 1.839 | 0,00 | 241 | 11,63 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 32.599 | -2,85 | 4.269 | 8,55 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 23.449 | -1,95 | 3.070 | 9,53 | ||||
| 2026-04-29 | 13F | Wright Investors Service Inc | 3.671 | 0,33 | 481 | 12,15 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 41 | 5 | ||||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 4.164 | -19,88 | 545 | -10,51 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 22.029 | 2.884 | ||||||
| 2026-05-08 | 13F | Searle & Co. | 3.186 | 18,62 | 417 | 32,80 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 2.019 | 4,77 | 264 | 17,33 | ||||
| 2026-04-13 | 13F | Community Trust & Investment Co | 1.589 | 208 | ||||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 38.790 | 0,35 | 5.079 | 12,12 | ||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 6.561 | -13,57 | 859 | -3,37 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 1.154 | 0,52 | 151 | 12,69 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 3.882 | 0,00 | 508 | 11,89 | ||||
| 2026-02-09 | 13F | V. M. Manning & Co., Inc. | 17.192 | -11,35 | 2.015 | -15,19 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 1.233 | 0,00 | 161 | 11,81 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 4.178 | 0,00 | 547 | 11,86 | ||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 15.520 | 8,76 | 2.032 | 21,53 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 2.043 | -96,20 | 268 | -95,76 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 401 | 0,00 | 53 | 10,64 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 1.911 | 5,35 | 250 | 17,92 | ||||
| 2026-02-11 | 13F | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 9.463 | 2,26 | 1.246 | 14,94 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 3.740 | 3,83 | 490 | 15,88 | ||||
| 2026-05-13 | 13F | Peck Wealth Management, LLC | 300 | 0,00 | 39 | 11,43 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 8.830 | -8,86 | 1.156 | 1,85 | ||||
| 2026-04-30 | 13F | Griffith & Werner, Inc. | 27.456 | 5,34 | 3.595 | 17,71 | ||||
| 2026-05-06 | 13F | Lockheed Martin Investment Management Co | 232.670 | -39,26 | 30.466 | -32,14 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 1.799 | 2,98 | 236 | 15,20 | ||||
| 2026-02-17 | 13F | Ninepoint Partners LP | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | NorthAvenue LLC | 200 | -2,91 | 26 | 8,33 | ||||
| 2026-05-14 | 13F | Natixis | 9.514 | 1.246 | ||||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 5.405 | -0,20 | 708 | 11,51 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 7.209 | 42,64 | 944 | 59,29 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 100 | 0,00 | 13 | 18,18 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 16.528 | -3,68 | 2.164 | 7,61 | ||||
| 2026-05-13 | 13F | Cpwa, Llc | 2.615 | 327 | ||||||
| 2026-04-06 | 13F | CX Institutional | 8.772 | -7,72 | 1 | 0,00 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 3.243 | 0,06 | 425 | 11,87 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 5.560 | -1,94 | 728 | 9,64 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 1.651 | 0,00 | 216 | 11,92 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 7.815 | -0,85 | 1.023 | 10,83 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 9.912 | 2,03 | 1.298 | 13,97 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 28.987 | -0,49 | 3.796 | 11,16 | ||||
| 2026-04-22 | 13F | Peak Financial Advisors Llc | 4.053 | 0,80 | 531 | 12,53 | ||||
| 2026-04-24 | 13F | CHICAGO TRUST Co NA | 9.865 | 0,39 | 1.292 | 12,16 | ||||
| 2026-05-08 | 13F | Tower Wealth Partners, Inc. | 1.910 | -4,26 | 250 | 7,30 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 3.787 | -6,84 | 496 | 3,99 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 13.054 | 1.709 | ||||||
| 2026-02-17 | 13F | Point72 Asset Management, L.P. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 2.217 | 7,52 | 290 | 20,33 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 121 | -33,52 | 16 | -28,57 | ||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 10.634 | -2,56 | 1.392 | 8,84 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 1.848 | -6,62 | 0 | |||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 6.722 | -12,28 | 880 | -2,00 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 553.760 | 26,73 | 64.906 | 20,02 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 15 | -40,00 | 2 | -50,00 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 105.616 | -1,23 | 13.829 | 10,34 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 2.675 | -0,93 | 350 | 10,76 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 19.294 | 11,33 | 2.526 | 24,37 | ||||
| 2026-04-10 | 13F | Salvus Wealth Management, LLC | 3.201 | 10,68 | 419 | 23,96 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 16.943 | -2,05 | 2.218 | 9,42 | ||||
| 2026-02-13 | 13F | FORA Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 5.050 | 0,00 | 661 | 11,84 | ||||
| 2026-04-20 | 13F | Miller Howard Investments Inc /ny | 21.445 | 8,30 | 2.808 | 21,03 | ||||
| 2026-05-01 | 13F | Banyan Capital Management, Inc. | 2.493 | 0,00 | 326 | 11,64 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 2.308 | -22,52 | 302 | -13,47 | ||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 48.582 | 14,89 | 6.361 | 28,35 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 44.375 | -2,60 | 5.810 | 8,80 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 247 | 28,65 | 32 | 45,45 | ||||
| 2026-04-14 | 13F | Legacy Trust | 2.898 | -1,02 | 379 | 10,50 | ||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 34 | 0,00 | 4 | 33,33 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 2.697.624 | 3,57 | 353.227 | 15,46 | ||||
| 2026-05-07 | 13F | Qsemble Capital Management, LP | 86.443 | 11.319 | ||||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 2.346 | 0,13 | 307 | 12,04 | ||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 2.532 | 0,00 | 332 | 11,82 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 16.246 | 0,04 | 2.127 | 7,53 | ||||
| 2026-05-08 | 13F | Northwestern Mutual Investment Management Company, Llc | 24.883 | 0,14 | 3.258 | 11,88 | ||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 8.857 | 0,16 | 1.160 | 11,87 | ||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 7.902 | -2,73 | 1.035 | 8,61 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 15.833 | -9,24 | 2.073 | 13,40 | ||||
| 2026-05-15 | 13F | State Street Corp | 44.532.642 | 1,32 | 5.831.104 | 13,19 | ||||
| 2026-05-15 | 13F | Constant Guidance Financial LLC | 12.600 | 51,81 | 1.650 | 69,65 | ||||
| 2026-05-15 | 13F | Wright Wealth Llc | 1.820 | -9,50 | 238 | 1,28 | ||||
| 2026-04-15 | 13F | Spirit Of America Management Corp/ny | 23.400 | 6,12 | 3.064 | 18,54 | ||||
| 2026-05-11 | 13F | Elo Mutual Pension Insurance Co | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 119 | 0,00 | 16 | 15,38 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 2.193 | 287 | ||||||
| 2026-05-12 | 13F | Vaughan David Investments Inc/il | 424.799 | 0,89 | 56 | 12,24 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 19.528 | -2,60 | 2.557 | 8,81 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 12.145 | 0,80 | 1.590 | 12,61 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 16.208 | -2,78 | 2.122 | 8,60 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 4.921 | 0,00 | 644 | 11,81 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 95.971 | -17,41 | 12.566 | -7,73 | ||||
| 2026-04-27 | 13F | Hgk Asset Management Inc | 55.737 | -11,97 | 7.298 | -1,66 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 168 | 0,00 | 22 | 10,00 | ||||
| 2026-05-15 | 13F | Campbell & CO Investment Adviser LLC | 9.163 | 1.200 | ||||||
| 2026-04-15 | 13F | Gf Fund Management Co. Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 25.873 | 3,40 | 3.388 | 15,52 | ||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 26.554 | 4,41 | 3.477 | 16,64 | ||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 67.106 | 75,22 | 9.483 | 96,44 | ||||
| 2026-05-13 | 13F | Employees Retirement System of Texas | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 3.799 | 0,18 | 499 | 8,48 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 84 | 11 | ||||||
| 2026-05-13 | 13F | Alpha Family Trust | 1.530 | 200 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 341.523 | 206,49 | 44.719 | 224,30 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 3.055 | -0,16 | 400 | 11,73 | ||||
| 2026-05-08 | 13F | Denali Advisors Llc | 4.636 | 2,32 | 607 | 14,31 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 3.650 | 1,08 | 478 | 12,77 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 185 | 0,00 | 24 | 14,29 | ||||
| 2026-04-15 | 13F | Avanza Fonder AB | 1.028 | 10,78 | 135 | 24,07 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 1.769 | 0,40 | 232 | 12,14 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 1.676 | -5,20 | 219 | 5,80 | ||||
| 2026-05-08 | 13F | First National Advisers, LLC | 2.475 | -53,23 | 324 | -47,74 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 16.423 | 3,88 | 2.133 | 14,68 | ||||
| 2026-01-30 | 13F | NJ State Employees Deferred Compensation Plan | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Destination Wealth Management | 4.788 | 7,74 | 627 | 20,38 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 4.934 | 20,08 | 646 | 34,30 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 1.932 | 253 | ||||||
| 2026-04-28 | 13F | Ti-trust, Inc | 20.837 | 0,00 | 2.728 | 11,71 | ||||
| 2026-01-29 | 13F | Farmers & Merchants Trust Co of Long Beach | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Rocky Mountain Advisers, Llc | 100 | -35,48 | 13 | -27,78 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 14.766 | 26,14 | 1.933 | 40,89 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 20.798 | 3,41 | 2.723 | 15,53 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 15.219 | 1.993 | ||||||
| 2026-05-15 | 13F | Ascent Group, LLC | 27.446 | -0,11 | 3.594 | 11,58 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 7.581 | -1,03 | 993 | 10,59 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 2.461 | 43,75 | 322 | 61,00 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 158.167 | 1,76 | 20.710 | 13,69 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 51.235 | -0,69 | 6.709 | 10,95 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 3.552 | 4,16 | 465 | 16,54 | ||||
| 2026-05-04 | 13F | Wellington Shields & Co., LLC | 5.749 | 0,00 | 753 | 11,74 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 3.419 | -24,44 | 424 | -20,00 | ||||
| 2026-04-29 | 13F | Demars Financial Group, LLC | 1.616 | 212 | ||||||
| 2026-04-23 | 13F | Premier Path Wealth Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 3.972 | 0,63 | 520 | 12,55 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 3.073 | 0,00 | 402 | 11,67 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Canton Hathaway, LLC | 331 | 0,00 | 43 | 13,16 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 1.407 | 5,47 | 184 | 17,95 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 5.361 | 1,13 | 702 | 12,88 | ||||
| 2026-04-23 | 13F | Graver Capital Management, LLC | 2.000 | 0,00 | 262 | 11,54 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 2.594 | -1,56 | 340 | 10,06 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 19.554 | 13,33 | 2.560 | 26,61 | ||||
| 2026-05-05 | 13F | Paradigm Capital Management, LLC/NV | 6.701 | 7,06 | 1 | |||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 220 | 5,80 | ||||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 1.466 | 192 | ||||||
| 2026-05-15 | 13F | 44 Wealth Management Llc | 3.167 | 0,00 | 415 | 11,59 | ||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 232.015 | 13,18 | 30.380 | 26,44 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 1.473 | 7,52 | 173 | 1,78 | ||||
| 2026-05-05 | 13F | Bcm Advisors, Llc | 56.095 | 0,02 | 7.149 | 8,55 | ||||
| 2026-05-15 | 13F | T. Rowe Price Investment Management, Inc. | 14.000 | -41,92 | 2 | -50,00 | ||||
| 2026-04-29 | 13F | Eads & Heald Wealth Management | 1.994 | -3,16 | 261 | 8,30 | ||||
| 2026-05-05 | 13F | State of New Jersey Common Pension Fund D | 267.177 | -0,19 | 34.984 | 11,50 | ||||
| 2026-05-13 | 13F | APG Asset Management N.V. | 570.956 | -2,40 | 64.885 | 11,14 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 507 | 0,00 | 66 | 11,86 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 8 | -55,56 | 1 | -50,00 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 2.669 | 349 | ||||||
| 2026-05-11 | 13F | Mizuho Securities Usa Llc | 47.013 | -16,97 | 6.156 | -12,28 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 10.558 | 1,07 | 1.352 | 10,38 | ||||
| 2026-04-28 | 13F | Argus Investors' Counsel, Inc. | 4.448 | 0,00 | 582 | 11,71 | ||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 30.541 | -0,63 | 4 | 0,00 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 1.665 | -6,25 | 218 | 4,81 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 37.426 | -7,49 | 5 | 0,00 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-27 | 13F | Platform Technology Partners | 21.186 | 3,40 | 2.774 | 15,54 | ||||
| 2026-04-22 | 13F | apricus wealth, LLC | 22.236 | -0,60 | 2.912 | 11,02 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 324 | 96,36 | 42 | 121,05 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 1.059 | 0,00 | 139 | 11,29 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 4.665 | -21,09 | 611 | -11,85 | ||||
| 2026-05-11 | 13F | United Bank | 6.305 | -3,67 | 826 | 7,56 | ||||
| 2026-02-11 | 13F | Fiera Capital Corp | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 11.566 | 16,01 | 1.514 | 29,62 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 2.765 | 0,00 | 362 | 11,73 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 2.184 | 0,41 | 286 | 12,20 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 1.929 | 253 | ||||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 308 | 0,00 | 40 | 11,11 | ||||
| 2026-05-14 | 13F | Wills Financial Group LLC | 9.656 | 13,03 | 1.196 | 19,48 | ||||
| 2026-05-12 | 13F | Beck Mack & Oliver Llc | 125.105 | 0,03 | 16.381 | 11,75 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 1.657 | 217 | ||||||
| 2026-05-15 | 13F | Compass Wealth Management, LLC/GA | 1.759 | 0,00 | 230 | 11,65 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 150.199 | 19.667 | ||||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 913 | 120 | ||||||
| 2026-04-21 | 13F | Outfitter Financial LLC | 11.190 | -0,22 | 1.465 | 11,49 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 24 | 3 | ||||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 10.459 | -4,60 | 1.370 | 6,62 | ||||
| 2026-05-12 | 13F/A | Granite FO LLC | 50 | 0,00 | 7 | 20,00 | ||||
| 2026-05-13 | 13F | Oak Grove Capital LLC | 120.150 | 0,33 | 15.732 | 12,09 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 92.529 | 0,38 | 12.116 | 12,13 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 12.261 | 1.605 | ||||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 10.524 | -1,50 | 1.378 | 10,06 | ||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 3.278 | -39,50 | 429 | -32,44 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 4.003 | 17,98 | 524 | 31,99 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 34.970 | -3,70 | 4.579 | 7,59 | ||||
| 2026-05-18 | 13F | South Dakota Investment Council | 124.207 | -0,59 | 16 | 14,29 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 7.211 | 1,58 | 944 | 13,46 | ||||
| 2026-05-06 | 13F | J.P. Marvel Investment Advisors, LLC | 1.811 | 0,00 | 237 | 11,79 | ||||
| 2026-02-20 | 13F | White Knight Strategic Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Tcfg Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 198 | 3,12 | 26 | 18,18 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 12.486 | 0,00 | 1.635 | 11,69 | ||||
| 2026-05-05 | 13F | M3 Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-01 | 13F | Van Cleef Asset Management,Inc | 2.249 | 0,00 | 294 | 11,79 | ||||
| 2026-05-06 | 13F | Avalon Trust Co | 800 | 105 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 19.154 | 0,06 | 2.508 | 11,81 | ||||
| 2026-05-01 | 13F | Royal London Asset Management Ltd | 171.565 | 0,00 | 22.465 | 11,71 | ||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 25.248 | -2,09 | 3.306 | 9,36 | ||||
| 2026-05-15 | 13F | Journey Retirement Planning & Investment Management Llc | 4.881 | -68,70 | 639 | -65,02 | ||||
| 2026-05-15 | 13F | Lombard Odier Asset Management (Switzerland) SA | 14.500 | 12,40 | 1.899 | 25,53 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 2.765 | -3,46 | 362 | 8,06 | ||||
| 2026-04-07 | 13F | O'Keefe Stevens Advisory, Inc. | 11.616 | 12,13 | 1.521 | 25,29 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 6.362 | 12,22 | 833 | 25,45 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 6.188 | -4,36 | 810 | 6,86 | ||||
| 2026-05-05 | 13F | Caldwell Securities, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 4.506 | 8,29 | 590 | 21,15 | ||||
| 2026-05-12 | 13F | Channel Wealth Llc | 2.708 | 0,33 | 355 | 12,03 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 11.903 | 6,02 | 1.559 | 18,48 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 4.786.720 | -6,67 | 627.623 | 4,31 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 29.779 | 8,28 | 3.899 | 20,97 | ||||
| 2026-05-15 | 13F | Cullen Capital Management, LLC | 1.921.458 | 0,77 | 251.596 | 12,58 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 3.959 | 0,00 | 518 | 11,64 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 2.583 | 0,00 | 338 | 11,92 | ||||
| 2026-04-07 | 13F | Cultivar Capital, Inc. | 2.235 | 0,00 | 293 | 11,88 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 501.859 | -0,80 | 65.840 | 10,89 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 490.302 | 6,02 | 64.201 | 18,44 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | Call | 200 | 26 | |||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 22.072 | 4,39 | 2.890 | 16,63 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 3.884 | 0,00 | 509 | 11,65 | ||||
| 2026-05-13 | 13F | Acadian Asset Management Llc | 238.383 | 176,32 | 31 | 210,00 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 12.756 | -1,85 | 1.670 | 9,65 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 2.243 | 0,04 | 294 | 11,83 | ||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 2.489 | -6,53 | 326 | 4,17 | ||||
| 2026-04-14 | 13F | Meadowbrook Wealth Management, LLC | 3.446 | 24,81 | 451 | 39,63 | ||||
| 2026-04-20 | 13F | Benedict Financial Advisors Inc | 49.577 | 0,63 | 6.492 | 12,42 | ||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 42.820 | 2,88 | 5.607 | 14,92 | ||||
| 2026-05-14 | 13F | Fulcrum Asset Management LLP | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-01 | 13F | Abound Financial, Llc | 323 | 0,00 | 42 | 13,51 | ||||
| 2026-04-20 | 13F | Norway Savings Bank | 12.381 | -3,17 | 1.621 | 8,21 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 136.075 | 10,20 | 17.818 | 23,11 | ||||
| 2026-04-20 | 13F | William B. Walkup & Associates, Inc. | 3.341 | 6,50 | 408 | 10,90 | ||||
| 2026-02-05 | 13F | Applied Finance Capital Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 2.707 | 13,26 | 354 | 26,43 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 15.566 | -6,09 | 2.038 | 4,94 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 6.351 | 37,08 | 832 | 53,04 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 5.753 | -1,91 | 753 | 9,61 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 4.262 | 6,07 | 558 | 18,47 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 2.523 | 1.582,00 | 330 | 1.841,18 | ||||
| 2026-05-06 | 13F | CNB Bank | 2.861 | -3,21 | 375 | 8,09 | ||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co 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 | 4.377.116 | 573.140 | ||||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 18.434 | -1,03 | 2.414 | 10,54 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 59.401 | 4,57 | 7.778 | 16,81 | ||||
| 2026-01-29 | 13F | Cypress Asset Management Inc/tx | 1.858 | -2,62 | 218 | -8,05 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 30.030 | 1,45 | 3.932 | 13,35 | ||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 63.856 | -6,30 | 8.361 | 4,67 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 13.072 | 21,36 | 1.712 | 35,58 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 5.648 | 0,00 | 740 | 11,63 | ||||
| 2026-04-27 | 13F | Fideuram - Intesa Sanpaolo Private Banking S.p.a. | 50.270 | 41,43 | 6.582 | 57,99 | ||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 3.063 | 4,22 | 401 | 16,57 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 22 | 3 | ||||||
| 2026-04-16 | 13F | Diversified Trust Co | 12.182 | -7,98 | 1.595 | 2,84 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 3.521 | 0,06 | 453 | 8,13 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 10.412 | 5,42 | 1.363 | 17,80 | ||||
| 2026-02-13 | 13F | Palisade Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 14.844 | 0,37 | 1.944 | 12,12 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 2.829 | 42,52 | 370 | 59,48 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 20.366 | 2.667 | ||||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 2.886 | -1,10 | 338 | -6,37 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 1.547 | 203 | ||||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Concord Wealth Partners | 14.413 | 14,68 | 1.887 | 28,11 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 18.896 | -22,84 | 2.474 | -13,80 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 4.607 | -10,60 | 1 | |||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 10 | 0,00 | 1 | 0,00 | ||||
| 2026-03-26 | 13F | Leonteq Securities AG | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 222 | 0,00 | 29 | 11,54 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 1.876 | 4,51 | 246 | 16,67 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 3.472 | 0,00 | 407 | 0,00 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 2.789 | -1,17 | 365 | 10,61 | ||||
| 2026-05-04 | 13F | Absher Wealth Management, Llc | 3.648 | 2,27 | 478 | 14,11 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 11.179 | -2,37 | 1.310 | -7,55 | ||||
| 2026-01-05 | 13F | Catherine Avery Investment Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 80.861 | 3,28 | 11 | 11,11 | ||||
| 2026-04-15 | 13F | Hartford Investment Management Co | 44.298 | -1,52 | 5.800 | 10,02 | ||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 3.979 | 5,99 | 521 | 18,41 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 2.029 | 0,05 | 266 | 11,81 | ||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 855.608 | 3,32 | 112.034 | 15,43 | ||||
| 2026-05-06 | 13F | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3.448 | 13,76 | 442 | 22,16 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 1.763 | 231 | ||||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 2.274 | -4,17 | 298 | 6,83 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 70 | -75,00 | 9 | -71,87 | ||||
| 2025-12-15 | 13F/A | Hudson Bay Capital Management LP | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 2.704 | -2,52 | 354 | 8,92 | ||||
| 2026-05-14 | 13F | Blueshift Asset Management, LLC | 14.467 | 1.894 | ||||||
| 2025-12-15 | 13F/A | Hudson Bay Capital Management LP | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 4.910.491 | -0,76 | 642.980 | 10,87 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 7.334 | -49,99 | 960 | -44,12 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 1.611 | -28,40 | 211 | -20,45 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 5.420 | 1,03 | 635 | -4,22 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 1.872 | 245 | ||||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 68 | 21,43 | 9 | 33,33 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 2.272 | -15,41 | 298 | -5,41 | ||||
| 2026-05-14 | 13F | Knollwood Investment Advisory, LLC | 4.055 | 0,00 | 531 | 11,58 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Goepper Burkhardt LLC | 5.832 | -9,61 | 764 | 0,93 | ||||
| 2026-05-14 | 13F | Public Employees Retirement Association Of Colorado | 99.144 | -0,02 | 13 | 9,09 | ||||
| 2026-04-23 | 13F | PayPay Securities Corp | 35 | -18,60 | 5 | -20,00 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 9.103 | 43,85 | 1.192 | 60,73 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 3.728 | 488 | ||||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 1.116 | 0,00 | 147 | 12,31 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 12.151 | 0,33 | 1.591 | 12,12 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 19.199 | -3,92 | 2.250 | -8,98 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 8.323 | 0,00 | 1.090 | 11,69 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 10.933 | -0,46 | 1.432 | 10,93 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 46.616 | 2,66 | 6.104 | 14,67 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 3.210 | 0,09 | 420 | 12,00 | ||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 1.896 | 0,00 | 248 | 11,71 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 223 | 0,90 | 28 | 3,70 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 1.818 | -1,78 | 238 | 9,72 | ||||
| 2026-05-15 | 13F | Beutel, Goodman & Co Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 2.462 | 6,12 | 322 | 18,82 | ||||
| 2026-05-14 | 13F | Great West Life Assurance Co /can/ | 481.046 | 2,12 | 63 | 14,55 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 1.720 | -2,82 | 225 | 8,70 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 3.398 | 9,72 | 445 | 22,65 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 2.198 | 0,09 | 288 | 11,67 | ||||
| 2026-05-15 | 13F | Amundi | 1.945.496 | -26,93 | 254.743 | -18,37 | ||||
| 2026-05-06 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 1.877 | 2,29 | 246 | 13,95 | ||||
| 2026-02-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 6.412 | 0,11 | 840 | 11,87 | ||||
| 2026-04-23 | 13F | Wendell David Associates Inc | 3.790 | 0,00 | 0 | |||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 4.834 | 0,00 | 633 | 11,66 | ||||
| 2026-05-15 | 13F | Palisade Capital Management Llc/nj | 5.379 | 86,38 | 704 | 108,28 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 44.826 | 9,13 | 5.870 | 21,92 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 1.614.973 | -5,64 | 211 | 5,50 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 2.988 | -1,09 | 391 | 10,45 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 2.482 | -1,23 | 325 | 10,20 | ||||
| 2026-05-04 | 13F | Gratus Wealth Advisors, LLC | 7.402 | 0,03 | 969 | 11,76 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 3.682 | 42,22 | 482 | 50,63 | ||||
| 2026-01-20 | 13F | Lawson Kroeker Investment Management Inc/ne | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Courier Capital Llc | 17.085 | -0,59 | 2.237 | 11,07 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 5.147 | 0,47 | 674 | 12,17 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 7.745 | 53,98 | 1.014 | 72,16 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 376 | 16,05 | 49 | 32,43 | ||||
| 2026-05-15 | 13F | Credit Agricole S A | 49.513 | -68,01 | 6.483 | -64,27 | ||||
| 2026-05-11 | 13F | Commerce Bank | 331.827 | 42,56 | 43.450 | 59,26 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 34.522 | 1,14 | 4.520 | 13,00 | ||||
| 2026-05-07 | 13F | West Family Investments, Inc. | 7.087 | -17,27 | 928 | -7,67 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 111.535 | 2,01 | 14.604 | 13,96 | ||||
| 2026-04-15 | 13F | Iowa State Bank | 41.858 | 3,79 | 5.481 | 15,95 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 1.357 | 0,67 | 178 | 12,03 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 4.597 | -77,38 | 602 | -74,77 | ||||
| 2026-05-19 | 13F | Cim Investment Mangement Inc | 3.201 | -0,44 | 419 | 11,44 | ||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Eastern Bank | 5.664 | -1,07 | 742 | 10,43 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 4.232 | 5,80 | 554 | 18,38 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 8.989 | 0,08 | 1.177 | 11,88 | ||||
| 2026-04-21 | 13F | Piedmont Capital Management, LLC/NC | 2.420 | 7,56 | 317 | 20,15 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | Call | 0 | -100,00 | 0 | ||||
| 2026-04-17 | 13F | Community Bank & Trust, Waco, Texas | 20.833 | 4,89 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | S Harris Financial Group, LLC | 1.706 | -3,56 | 223 | 7,73 | ||||
| 2026-05-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 1.800 | -6,98 | 236 | 3,98 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 9.280 | 7,89 | 1.215 | 20,54 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 495.934 | -41,02 | 65 | -34,69 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 4.774 | 0,02 | 625 | 11,81 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 722 | 95 | ||||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.996 | -9,15 | 261 | 1,56 | ||||
| 2026-05-05 | 13F | Twin Capital Management Inc | 23.966 | -23,32 | 3.138 | -14,33 | ||||
| 2026-04-28 | 13F | Walter Public Investments Inc. | 3.000 | 0,00 | 393 | 11,68 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 134 | 18 | ||||||
| 2026-02-03 | 13F | Broadwater Capital Management Llc | 3.666 | 0,00 | 430 | -5,30 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 2.530 | 33,02 | 331 | 49,10 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 3.514 | -4,17 | 460 | 7,23 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 1.977 | 259 | ||||||
| 2026-05-06 | 13F | PeakShares LLC | 9.204 | 7,42 | 1.205 | 20,02 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 160 | 0,63 | 21 | 11,11 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 2.985 | -3,30 | 391 | 8,03 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 18.709 | -1,46 | 2.450 | 10,07 | ||||
| 2026-05-08 | 13F | Intech Investment Management Llc | 253.939 | 2,65 | 33.251 | 14,67 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 36.237 | -2,01 | 4.745 | 9,46 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 297 | 53,09 | 39 | 72,73 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 178 | 0,00 | 23 | 15,00 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 75.532 | -18,00 | 9.890 | -8,38 | ||||
| 2026-04-22 | 13F | Louisbourg Investments Inc. | 800 | 0,00 | 105 | 11,83 | ||||
| 2026-05-07 | 13F | Tandem Investment Advisors, Inc. | 2.599 | -5,28 | 340 | 5,92 | ||||
| 2026-05-15 | 13F | Adalta Capital Management LLC | 22.475 | 1,12 | 2.943 | 12,98 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 34.277 | 4.018 | ||||||
| 2026-05-07 | 13F | Key Capital Management, INC | 393 | 0,00 | 51 | 10,87 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 28.499 | 59,61 | 3.732 | 78,35 | ||||
| 2026-05-15 | 13F | Delaware Management Holdings, Inc. | 817.358 | -1,98 | 107.025 | 9,50 | ||||
| 2026-04-23 | 13F | Analyst IMS Investment Management Services Ltd. | 1.999 | 8,64 | 0 | |||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 2.747 | -0,97 | 360 | 10,46 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 32.936 | 1,54 | 4.313 | 13,44 | ||||
| 2026-05-15 | 13F | Utah Retirement Systems | 126.484 | -1,54 | 16.562 | 10,00 | ||||
| 2026-04-22 | 13F | Strategic Planning Group, Llc | 45.807 | -25,73 | 5.998 | -17,03 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 187 | 0,00 | 0 | |||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 1.805 | -9,57 | 236 | 1,29 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 4.416 | 7,60 | 578 | 20,17 | ||||
| 2026-04-15 | 13F | Tema Etfs Llc | 13.180 | 0,48 | 1.726 | 12,23 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 4.780 | -6,33 | 626 | 4,52 | ||||
| 2026-05-13 | 13F | McDonough Capital Management, Inc | 3.681 | -1,92 | 482 | 9,79 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 16.299 | 0,38 | 2.134 | 12,14 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 926 | -1,59 | 121 | 10,00 | ||||
| 2026-05-14 | 13F | Silvant Capital Management LLC | 1.886 | 0,00 | 247 | 11,31 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 9.104.608 | 1,94 | 1.192.461 | 13,91 | ||||
| 2026-04-29 | 13F | Lipe & Dalton | 243 | 0,00 | 0 | |||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 8.010 | 0,00 | 1.049 | 11,73 | ||||
| 2026-04-24 | 13F | United Community Bank | 14.870 | -1,58 | 1.947 | 10,00 | ||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 7.246 | 19,81 | 949 | 33,90 | ||||
| 2026-04-21 | 13F | Dougherty & Associates, LLC | 18.951 | 1,42 | 2.481 | 13,29 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 13.481 | 3,61 | 1.580 | -1,86 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 187 | 0,00 | 24 | 14,29 | ||||
| 2026-05-14 | 13F | Stamos Capital Partners, L.p. | 17.644 | -11,62 | 2.310 | -1,24 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 21.998 | -1,03 | 3 | 0,00 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 16.081 | -1,87 | 2.106 | 9,64 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 2.569 | 1,34 | 336 | 13,13 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 667 | 0,00 | 87 | 11,54 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 114.229 | -15,42 | 14.957 | -5,51 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 245.741 | -11,23 | 32.178 | -0,83 | ||||
| 2026-04-08 | 13F | Dover Advisors, Llc | 20.910 | -1,98 | 2.738 | 9,48 | ||||
| 2026-04-21 | 13F | Kieckhefer Group Llc | 1.748 | 0,00 | 229 | 11,76 | ||||
| 2026-04-22 | 13F | Bender Robert & Associates | 1.748 | 0,00 | 229 | 11,76 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 26.013 | 7,70 | 3.406 | 20,31 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 2.094 | 3,97 | 274 | |||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 2.508 | -0,95 | 328 | 10,81 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 6.258 | -8,25 | 819 | 2,50 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 6.927 | 1,46 | 907 | 13,38 | ||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 131 | 0,00 | 17 | 13,33 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 2.305 | -2,21 | 302 | 9,06 | ||||
| 2026-04-24 | 13F | Bayban | 886 | -79,93 | 116 | -77,56 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 3.896 | -31,85 | 510 | -23,88 | ||||
| 2026-04-28 | 13F | Everence Capital Management Inc | 30.409 | -0,13 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Wexford Capital Lp | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Epoch Investment Partners, Inc. | 374.011 | -6,67 | 48.973 | 4,26 | ||||
| 2026-04-01 | 13F | Neville Rodie & Shaw Inc | 8.515 | 0,00 | 1 | |||||
| 2026-05-14 | 13F | Gts Securities Llc | 10.071 | 55,11 | 1.319 | 73,19 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 7.309 | 5,65 | 957 | 18,15 | ||||
| 2026-04-28 | 13F | SBI Okasan Asset Management Co.Ltd. | 11.200 | 0,00 | 1.475 | 12,08 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 45.386 | 9,44 | 5.943 | 22,24 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 2.542 | 333 | ||||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 245.387 | 12,75 | 32.132 | 25,95 | ||||
| 2026-05-15 | 13F | Dynamic Technology Lab Private Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 14.400 | 0,01 | 1.886 | 11,74 | ||||
| 2026-04-27 | 13F | Eliot Finkel Investment Counsel, LLC | 47.609 | -0,06 | 6.234 | 11,64 | ||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 3.817.183 | 5,06 | 499.822 | 17,37 | ||||
| 2026-05-11 | 13F | Td Asset Management Inc | 371.527 | 3,05 | 48.648 | 15,12 | ||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 50.526.603 | 6.615.953 | ||||||
| 2026-04-02 | 13F | Hilltop National Bank | 2.365 | 15,09 | 310 | 28,75 | ||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 42.340 | -8,51 | 6 | 0,00 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 52.141 | 6.827 | ||||||
| 2026-05-07 | 13F | KBC Group NV | 70.369 | 0,00 | 9 | 12,50 | ||||
| 2026-04-30 | 13F | Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1.449 | -21,72 | 190 | -12,50 | ||||
| 2026-01-29 | 13F | Comerica Bank | 243.139 | -3,43 | 28.498 | -8,54 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 14.247 | 0,00 | 1.866 | 11,74 | ||||
| 2026-05-11 | 13F | Cincinnati Financial Corp | 38.784 | 0,00 | 5.078 | 11,73 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 5.023 | -1,08 | 658 | 10,42 | ||||
| 2026-05-08 | 13F | Los Angeles Capital Management Llc | 28.773 | -89,82 | 3.768 | -89,36 | ||||
| 2026-05-15 | 13F | OmniStar Financial Group, Inc. | 21.136 | 98,07 | 2.767 | 121,36 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 4.395 | -61,60 | 575 | -57,12 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 2.244 | -13,12 | 294 | -2,98 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 31.016 | 3,95 | 4.061 | 16,13 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 10.875 | 33,67 | 1.424 | 49,42 | ||||
| 2026-05-15 | 13F | Widmann Financial Services, Inc. | 11.398 | 5,12 | 1.492 | 17,48 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 4.679 | -0,40 | 613 | 11,27 | ||||
| 2026-05-28 | 13F | Blue Fin Capital, Inc. | 4.720 | 0,00 | 618 | 11,75 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 5.719 | -5,64 | 749 | 5,35 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 8.424 | 2,42 | 1.103 | 14,42 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 1.669 | 219 | ||||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 3.873 | -4,75 | 507 | 6,51 |
