Grundlæggende statistik
| Institutionelle aktier (lange) | 328.881.983 - 70,68% (ex 13D/G) - change of -34,72MM shares -9,55% MRQ |
| Institutionel værdi (lang) | $ 180.565.748 USD ($1000) |
Institutionelt ejerskab og aktionærer
Caterpillar Inc. (PE:CATUS) har 3649 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 328,881,983 aktier. Største aktionærer omfatter Vanguard Group Inc, BlackRock, Inc., State Street Corp, State Farm Mutual Automobile Insurance Co, Geode Capital Management, Llc, Fisher Asset Management, LLC, Morgan Stanley, Bank Of America Corp /de/, Bill & Melinda Gates Foundation Trust, and Price T Rowe Associates Inc /md/ .
Caterpillar Inc. (BVL:CATUS) 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | North Forty Two & Co. | 550 | 0,00 | 390 | 23,49 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 757 | 434 | ||||||
| 2026-02-05 | 13F | Owen LaRue, LLC | 501 | -2,15 | 287 | 17,62 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 10.377 | -2,04 | 7.351 | -4,43 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 5.547 | 89,51 | 3.930 | 134,43 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 260.665 | 34,71 | 149.327 | 61,73 | ||||
| 2026-02-13 | 13F | Bridgewater Associates, LP | 62.157 | 35.608 | ||||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 5.144 | -1,74 | 2.947 | 17,98 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 1.320 | 45,86 | 935 | 80,50 | ||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 424 | 1,92 | 300 | 26,05 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 92.859 | 0,54 | 45.852 | 4,04 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | Put | 1.000 | 0,00 | 573 | 19,92 | |||
| 2026-02-13 | 13F | Bluedoor Private Wealth, Llc | 2.234 | 1.280 | ||||||
| 2026-02-10 | 13F | Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 783 | 449 | ||||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 66.486 | -4,08 | 38 | 15,15 | ||||
| 2026-04-29 | 13F | Nichols & Pratt Advisers Llp /ma | 57.721 | -4,42 | 40.893 | 18,20 | ||||
| 2025-11-14 | 13F | Knollwood Investment Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 20.216 | -8,59 | 14.322 | 13,05 | ||||
| 2026-02-17 | 13F | Ninepoint Partners LP | 914 | 57,31 | 524 | 88,81 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 745 | -7,45 | 427 | 60,75 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.096 | -3,40 | 2.902 | 19,43 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 38.021 | -4,15 | 26.936 | 18,54 | ||||
| 2026-04-24 | 13F | Cannon Advisors, Inc. | 7.692 | 0,54 | 5.449 | 11,50 | ||||
| 2026-02-11 | 13F | Cookson Peirce & Co Inc | 1.009 | -0,30 | 578 | 19,92 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 778 | 1,70 | 569 | 29,68 | ||||
| 2026-02-17 | 13F/A | Mercuria Capital Strategies, LLC | 9.410 | -35,06 | 5.391 | -22,03 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 1.201.800 | 26,76 | 688.475 | 52,19 | |||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 928.300 | -11,85 | 531.795 | 5,83 | |||
| 2026-01-23 | 13F | Reuter James Wealth Management, Llc | 17.573 | -1,32 | 10.067 | 18,47 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 119.652 | -69,30 | 68.545 | -63,14 | ||||
| 2026-02-13 | 13F | Cladis Investment Advisory, LLC | 4.800 | -4,00 | 2.750 | 15,26 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 9.663 | -0,41 | 6.846 | 23,17 | ||||
| 2026-02-11 | 13F | WESCAP Management Group, Inc. | 1.600 | 0,00 | 917 | 20,05 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 8.975 | 49,24 | 5.142 | 79,19 | ||||
| 2026-04-22 | 13F | J. Team Financial, Inc. | 1.252 | -13,30 | 887 | 7,13 | ||||
| 2026-04-24 | 13F | Secured Retirement Advisors, Llc | 1.762 | -31,04 | 1.248 | -14,70 | ||||
| 2026-02-02 | 13F | Danske Bank A/s | 204.059 | -7,68 | 116.899 | 10,84 | ||||
| 2026-02-09 | 13F | Knights of Columbus Asset Advisors LLC | 22.117 | -9,77 | 12.670 | 8,34 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 304 | 0,00 | 0 | |||||
| 2026-04-13 | 13F | Chickasaw Capital Management Llc | 1.500 | 0,00 | 1 | |||||
| 2026-02-12 | 13F | Ruggiero Investments, Inc. | 479 | 274 | ||||||
| 2026-02-11 | 13F | Allianz Asset Management GmbH | 177.578 | -28,57 | 101.729 | -14,24 | ||||
| 2026-04-21 | 13F | Fruth Investment Management | 7.230 | -4,40 | 5 | 25,00 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 406.478 | 1.918,16 | 233 | 2.477,78 | ||||
| 2026-02-11 | 13F | Allianz Asset Management GmbH | Put | 160.500 | 202,83 | 91.946 | 263,59 | |||
| 2026-02-11 | 13F | Allianz Asset Management GmbH | Call | 36.700 | -10,49 | 21.024 | 7,47 | |||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 2.464 | -16,70 | 1.746 | 3,01 | ||||
| 2026-01-13 | 13F | Guerra Pan Advisors, Llc | 4.549 | 0,00 | 2.606 | 20,05 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 48.186 | -11,31 | 34.138 | 9,68 | ||||
| 2026-04-09 | 13F | Overbrook Management Corp | 25.382 | 17.982 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 1.883 | 0,00 | 1.334 | 23,65 | ||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 362 | 207 | ||||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 3.602 | -2,09 | 2.063 | 17,55 | ||||
| 2026-01-16 | 13F | Genesis Financial Group, LLC | 835 | 478 | ||||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 4.549 | 59,95 | 2.606 | 92,11 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 1.662 | 20,00 | 952 | 44,24 | ||||
| 2026-02-13 | 13F | NLB Skladi, upravljanje premozenja, d.o.o. | 23.223 | 13.304 | ||||||
| 2026-04-15 | 13F | Targeted Financial Services LLC | 630 | 18,87 | 446 | 47,19 | ||||
| 2026-02-13 | 13F | Southeast Asset Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 366 | 0,00 | 259 | 23,92 | ||||
| 2026-02-04 | 13F | Virginia Retirement Systems Et Al | 51.812 | -39,34 | 29.682 | -27,17 | ||||
| 2026-03-31 | 13F/A | Henson-Edgewater Management, LLC | 1.200 | 687 | ||||||
| 2026-04-08 | 13F | AAFMAA Wealth Management & Trust LLC | 2.282 | -4,72 | 1.617 | 17,78 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 1.663 | -43,68 | 1.178 | -30,34 | ||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 2.030 | 0,00 | 1.163 | 20,14 | ||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 81 | 8,00 | 46 | 31,43 | ||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 1.618 | 927 | ||||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 129 | 0,00 | 74 | 19,67 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 286 | 203 | ||||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 816 | -4,34 | 578 | 18,44 | ||||
| 2026-02-17 | 13F | Magnetar Financial LLC | 453 | 260 | ||||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 761 | 2,42 | 539 | 26,82 | ||||
| 2026-02-12 | 13F | Andra AP-fonden | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 8.940 | -5,83 | 6.334 | 16,46 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 1.670 | 0,24 | 1.183 | 23,90 | ||||
| 2026-02-17 | 13F | one8zero8, LLC | 819 | 32,31 | 469 | 58,64 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 318 | 225 | ||||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 632 | 0,00 | 448 | 23,48 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 423 | 0,00 | 300 | 23,55 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 656 | -1,50 | 465 | 21,78 | ||||
| 2026-02-17 | 13F | Jump Financial, LLC | 6.479 | 213,60 | 3.712 | 276,75 | ||||
| 2026-02-03 | 13F | CORDA Investment Management, LLC. | 3.774 | 4,34 | 2.162 | 25,20 | ||||
| 2025-11-12 | 13F | APG Asset Management N.V. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Advisors Preferred, LLC | 6.300 | 0,00 | 3.770 | 24,43 | ||||
| 2026-02-17 | 13F | Legacy Wealth Advisors, LLC | 353 | 202 | ||||||
| 2026-02-17 | 13F | Prostatis Group LLC | 995 | 67,79 | 570 | 101,06 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 46.888 | 3,26 | 33.219 | 27,70 | ||||
| 2026-01-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 1.040 | 1,46 | 596 | 21,68 | ||||
| 2026-04-27 | 13F | Citizens & Northern Corp | 4.487 | 6,48 | 3.179 | 31,65 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 1.267 | -5,09 | 898 | 17,41 | ||||
| 2026-04-07 | 13F | Abner Herrman & Brock Llc | 341 | 0 | ||||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 22.257 | 15,87 | 12.751 | 71,00 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 24.265 | 0,29 | 13.914 | 20,52 | ||||
| 2026-02-17 | 13F | Oberweis Asset Management Inc/ | 448 | 5,16 | 256 | 26,11 | ||||
| 2026-02-10 | 13F | Crestmont Private Wealth LLC | 997 | 1,84 | 571 | 22,27 | ||||
| 2026-04-24 | 13F | Optas, LLC | 1.792 | 4,13 | 1.270 | 28,83 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 18.714 | 3,10 | 10.721 | 23,78 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 12.396 | -2,41 | 10.026 | 24,13 | ||||
| 2026-02-17 | 13F/A | Militia Capital Partners, LP | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 7.110 | -15,80 | 5.037 | 4,13 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 2.014 | 3,02 | 1.427 | 27,44 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 5.230 | -1,88 | 3 | 0,00 | ||||
| 2026-02-06 | 13F | Twin Capital Management Inc | 8.743 | -3,27 | 5.009 | 16,14 | ||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 4 | 2 | ||||||
| 2026-01-22 | 13F | Monte Financial Group, LLC | 1.181 | -2,24 | 677 | 17,36 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 1.133 | 21,70 | 803 | 50,47 | ||||
| 2026-04-20 | 13F | Louisiana State Employees Retirement System | 23.700 | -0,84 | 16.791 | 22,64 | ||||
| 2026-02-13 | 13F | RH Tailwind Management, LLC | 3.000 | 1.719 | ||||||
| 2026-02-13 | 13F | RH Tailwind Management, LLC | Put | 20.000 | 11.457 | |||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 427 | 0,00 | 303 | 23,77 | ||||
| 2026-02-09 | 13F | Legal & General Group Plc | 2.720.308 | -2,92 | 1.558.383 | 16,56 | ||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 8.915 | 21,08 | 5.107 | 45,25 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 9.306 | -8,78 | 5.332 | 9,53 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 18.663 | -0,21 | 13.222 | 23,42 | ||||
| 2026-04-29 | 13F | Invested Advisors | 641 | 4,23 | 454 | 28,98 | ||||
| 2026-01-27 | 13F | Highview Capital Management LLC/DE/ | 4.540 | 0,33 | 2.601 | 20,43 | ||||
| 2026-02-13 | 13F | RH Tailwind Management, LLC | Call | 20.000 | 11.457 | |||||
| 2025-11-12 | 13F | Berry Wealth Group, LP | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | Amalgamated Bank | 89.889 | -2,23 | 51 | 18,60 | ||||
| 2026-02-13 | 13F | Blackhill Capital Inc | 60.000 | 0,00 | 34.372 | 20,06 | ||||
| 2026-02-17 | 13F | Limestone Investment Advisors LP | Call | 10.100 | 83,64 | 5.786 | 120,46 | |||
| 2026-02-02 | 13F | Citizens Business Bank | 1.663 | -0,18 | 953 | 19,90 | ||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 1.817 | 1.041 | ||||||
| 2026-02-17 | 13F | Limestone Investment Advisors LP | Put | 8.000 | 11,11 | 4.583 | 33,39 | |||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 110 | 0,00 | 81 | 26,98 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 1.662 | 3,62 | 1.178 | 28,21 | ||||
| 2026-02-11 | 13F | Inceptionr Llc | 536 | -70,24 | 307 | -64,26 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Eagle Wealth Advisors LLC | 666 | 1,37 | 472 | 25,27 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 3.180 | -12,01 | 1.822 | 5,63 | ||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 503 | -0,40 | 288 | 20,00 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 3.038 | 0,66 | 2.152 | 24,54 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 2.512.046 | 0,61 | 1.439.075 | 20,79 | ||||
| 2026-01-12 | 13F | Ccm Investment Advisers Llc | 51.365 | -6,98 | 29.426 | 11,68 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 2.022 | -34,33 | 1.432 | -18,77 | ||||
| 2026-02-09 | 13F | Wellington Shields Capital Management, LLC | 750 | 0,00 | 430 | 20,17 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 2.035 | -0,83 | 1.442 | 22,64 | ||||
| 2026-02-13 | 13F | Capital & Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Wincap Financial Llc | 914 | 648 | ||||||
| 2026-02-24 | 13F | MidFirst Bank | 27.191 | 15.577 | ||||||
| 2026-02-09 | 13F | Millington Financial Advisors, LLC | 1.293 | 0,70 | 939 | 44,98 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 3.673 | 28,88 | 2.104 | 54,82 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 7.518 | -9,43 | 5.326 | 12,01 | ||||
| 2026-02-13 | 13F | Chevy Chase Trust Holdings, Inc. | 242.525 | -0,74 | 138.935 | 19,17 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 1.099 | -3,34 | 779 | 19,51 | ||||
| 2026-02-10 | 13F | BlackDiamond Wealth Management Inc. | 658 | 0,61 | 489 | 56,41 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 474 | 1,50 | 336 | 25,47 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 12.368 | -20,08 | 8.762 | -1,16 | ||||
| 2026-02-17 | 13F | Fairview Capital Investment Management, Llc | 3.563 | -1,98 | 2.041 | 17,70 | ||||
| 2026-02-12 | 13F | Trace Wealth Advisors, LLC | 2.750 | 0,00 | 1.575 | 20,05 | ||||
| 2026-02-09 | 13F | Smith Chas P & Associates Pa Cpas | 1.717 | 984 | ||||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 1.610 | 0,94 | 922 | 21,16 | ||||
| 2026-02-17 | 13F | Jain Global LLC | Call | 127.500 | 73.041 | |||||
| 2026-02-17 | 13F | Jain Global LLC | Put | 115.000 | 65.880 | |||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Call | 0 | -100,00 | 0 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 15.234 | -31,68 | 8.727 | -17,98 | ||||
| 2026-02-05 | 13F | Clarion Wealth Managment Partners, LLC | 1.272 | -3,78 | 729 | 15,56 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | -100,00 | 0 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 396 | 5,88 | 281 | 30,84 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 572 | -14,88 | 328 | 2,19 | ||||
| 2026-02-06 | 13F | Great Diamond Partners, LLC | 915 | -1,19 | 524 | 18,82 | ||||
| 2026-02-04 | 13F | Western Pacific Wealth Management, LP | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | CBOE Vest Financial, LLC | 95.392 | -13,09 | 67.581 | 7,48 | ||||
| 2026-02-11 | 13F | Aufman Associates Inc | 350 | 201 | ||||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 5.076 | -22,81 | 3.596 | -4,54 | ||||
| 2026-02-17 | 13F | Royal Capital Wealth Management, LLC | 1.100 | 0,00 | 630 | 20,23 | ||||
| 2026-02-13 | 13F | Neo Ivy Capital Management | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Morningstar Investment Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 4.353 | 3,37 | 2.493 | 24,09 | ||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 2.372 | -7,63 | 1.359 | 10,86 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 1.095 | 776 | ||||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | Put | 1.000 | 708 | |||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 3.023 | -20,47 | 2.142 | -1,65 | ||||
| 2026-02-13 | 13F | Sienna Gestion | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 4.876 | 0,02 | 3.454 | 23,71 | ||||
| 2026-02-10 | 13F | Fiduciary Family Office, Llc | 2.217 | -4,11 | 1.270 | 15,14 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 63.795 | -1,57 | 36.546 | 18,18 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 7.211 | 5.109 | ||||||
| 2026-02-17 | 13F | Css Llc/il | Put | 500 | 286 | |||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 193 | 0,52 | 136 | 23,64 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 518 | 0,00 | 367 | 23,65 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 6.849 | 8,10 | 3.924 | 29,77 | ||||
| 2026-02-13 | 13F | Estabrook Capital Management | 20 | -75,00 | 11 | -71,05 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 17.954 | -1,65 | 10.286 | 8,25 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 180 | 0,00 | 128 | 23,30 | ||||
| 2026-02-13 | 13F | Northwest Bancshares, Inc. | 1.210 | -3,97 | 693 | 15,31 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Cadinha & Co Llc | 25.137 | -54,80 | 14.400 | -45,74 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 389 | 276 | ||||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 30.134 | 5,22 | 21.349 | 30,13 | ||||
| 2026-02-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 151.500 | -34,91 | 86.790 | -21,85 | ||||
| 2026-02-13 | 13F | Zinnia Wealth Advisory, LLC | 2.001 | 1.146 | ||||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 347 | 246 | ||||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 6.800 | 0,00 | 4.818 | 23,67 | ||||
| 2026-02-13 | 13F | Wbi Investments, Inc. | 412 | 236 | ||||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 918 | 526 | ||||||
| 2026-02-09 | 13F | V. M. Manning & Co., Inc. | 485 | 278 | ||||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 1.943 | 0,00 | 1.113 | 20,06 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 1.033 | 0,98 | 592 | 21,11 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 883.063 | -4,55 | 505.880 | 14,60 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 2.371 | 8,96 | 1.358 | 30,83 | ||||
| 2025-11-14 | 13F | Mbb Public Markets I Llc | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Generali Investments, Management Co LLC | 1.208 | -52,23 | 856 | -40,95 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 295 | 3,51 | 169 | 23,53 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 1.861 | 7,39 | 1.066 | 28,93 | ||||
| 2026-02-23 | 13F | Mv Capital Management, Inc. | 10.417 | -9,18 | 5.968 | 34,03 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 781 | -16,20 | 553 | 3,75 | ||||
| 2026-01-30 | 13F | Jennison Associates Llc | 122.936 | -48,11 | 70.426 | -37,70 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 7.274 | -7,58 | 5.781 | 13,80 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 24.547 | -10,19 | 17.391 | 11,07 | ||||
| 2026-01-22 | 13F | Personal Cfo Solutions, Llc | 856 | 0,00 | 491 | 20,10 | ||||
| 2026-04-15 | 13F | Park Capital Management, LLC / WI | 341 | -4,21 | 241 | 18,72 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 564 | -96,81 | 400 | -96,06 | ||||
| 2026-01-26 | 13F | KBC Group NV | 155.227 | 5,96 | 89 | 27,54 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 578 | 0,17 | 422 | 27,88 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 4.106 | 14,34 | 2.352 | 37,30 | ||||
| 2026-02-04 | 13F | Paradigm Asset Management Co Llc | 3.900 | -4,88 | 2.234 | 14,21 | ||||
| 2026-02-13 | 13F | Whalerock Point Partners, Llc | 10.172 | 0,00 | 5.827 | 20,07 | ||||
| 2026-02-05 | 13F | Requisite Capital Management, LLC | 886 | 507 | ||||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 68.295 | -3,97 | 39.124 | 15,29 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 1.164 | 1,13 | 825 | 25,04 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 474 | 272 | ||||||
| 2026-01-14 | 13F | Waycross Partners, Llc | 2.350 | -12,96 | 1.346 | 4,50 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 291 | -0,68 | 167 | 19,42 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 354 | 0,00 | 251 | 23,76 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 436 | 0,00 | 309 | 23,69 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 855 | -1,61 | 606 | 21,73 | ||||
| 2026-02-17 | 13F | Credit Agricole S A | 200.835 | 15,69 | 115.052 | 38,90 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 21.191 | -1,53 | 12.139 | 18,22 | ||||
| 2026-02-17 | 13F | Credit Agricole S A | Put | 15.000 | 0,00 | 8.593 | 20,06 | |||
| 2026-02-13 | 13F | Banco Santander, S.A. | 103.741 | 6,23 | 59.430 | 27,54 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 24.236 | -0,44 | 17.170 | 23,13 | ||||
| 2026-02-12 | 13F | M&G Plc | 9.444 | -13,83 | 5.411 | 3,52 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 2.975 | 0,00 | 2.108 | 23,65 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 11.099 | -4,48 | 7.863 | 18,13 | ||||
| 2026-02-06 | 13F | BlueStem Wealth Partners, LLC | 1.192 | 1,27 | 683 | 21,57 | ||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 457 | -3,99 | 347 | 31,44 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 48 | 220,00 | 28 | 285,71 | ||||
| 2026-02-17 | 13F | Titan Wealth (CI) Ltd | 11.149 | 6.387 | ||||||
| 2026-02-06 | 13F | Resona Asset Management Co.,Ltd. | 151.334 | -4,60 | 86.869 | 15,02 | ||||
| 2026-02-04 | 13F | JSF Financial, LLC | 790 | -9,40 | 452 | 8,92 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 5.595 | 0,50 | 3.964 | 24,31 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 1.600 | 0,00 | 1.134 | 23,66 | ||||
| 2026-02-17 | 13F | Atom Investors LP | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Salvus Wealth Management, LLC | 315 | 223 | ||||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 328 | 232 | ||||||
| 2026-02-09 | 13F | Northstar Financial Companies, Inc. | 1.223 | 2,09 | 700 | 22,59 | ||||
| 2026-01-23 | 13F | Legacy Financial Strategies, LLC | 3.600 | 7,33 | 2.062 | 28,88 | ||||
| 2026-02-02 | 13F | Blalock Williams, Llc | 572 | 7,12 | 328 | 28,74 | ||||
| 2026-02-11 | 13F | West Family Investments, Inc. | 2.227 | -5,84 | 1.276 | 13,03 | ||||
| 2026-02-11 | 13F | Taylor Hoffman Capital Management LLC | 1.680 | -0,65 | 962 | 19,35 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 1.215 | 10,45 | 861 | 36,51 | ||||
| 2026-02-06 | 13F | Clientfirst Wealth Management, LLC | 869 | 5,08 | 498 | 26,14 | ||||
| 2026-02-10 | 13F | Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 108.855 | -3,24 | 62.360 | 16,17 | ||||
| 2026-02-11 | 13F | State Farm Mutual Automobile Insurance Co | 17.431.190 | -0,50 | 9.985.806 | 19,46 | ||||
| 2026-02-03 | 13F | Kassira Wealth Management LLC | 462 | 0,43 | 265 | 20,55 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 935 | 4,24 | 662 | 29,04 | ||||
| 2026-02-03 | 13F | Wulff, Hansen & Co. | 1.895 | 0,00 | 1.086 | 20,02 | ||||
| 2026-02-12 | 13F | Dimensional Fund Advisors Lp | 2.772.301 | -4,36 | 1.588.239 | 14,84 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 4.662 | 270,00 | 2.671 | 344,26 | ||||
| 2026-02-12 | 13F | SWAN Capital LLC | 73 | 0,00 | 42 | 20,59 | ||||
| 2026-04-14 | 13F | Legacy Trust | 1.491 | -12,60 | 1.056 | 8,09 | ||||
| 2026-02-18 | 13F | Hanlon Investment Management, Inc. | 1.382 | 8,73 | 792 | 30,53 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 13.682 | 16,97 | 7.838 | 40,42 | ||||
| 2026-04-07 | 13F | Eastern Bank | 14.356 | -3,32 | 10.171 | 19,56 | ||||
| 2026-01-29 | 13F | Teachers Retirement System Of The State Of Kentucky | 58.880 | -1,00 | 34 | 17,86 | ||||
| 2026-04-24 | 13F | WHI TRUST Co LLC | 142 | 0,00 | 101 | 23,46 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 1.297 | 14,58 | 919 | 41,67 | ||||
| 2026-01-29 | 13F | Calamos Advisors LLC | 95.705 | -3,84 | 54.827 | 15,46 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 374 | 265 | ||||||
| 2026-02-11 | 13F | Peachtree Investment Partners, LLC | 1.036 | 94,74 | 594 | 134,39 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 11.684 | -1,96 | 6.693 | 17,71 | ||||
| 2026-02-11 | 13F | Next Capital Management LLC | 535 | 0,00 | 306 | 20,00 | ||||
| 2026-02-25 | 13F | Mariner Investment Group Llc | Call | 40.000 | 210 | |||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 506 | 2,64 | 358 | 26,95 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 2.560 | -14,58 | 1.813 | 5,65 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 11.587 | 1,04 | 6.638 | 21,31 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 4.255 | 11,97 | 2.438 | 34,49 | ||||
| 2026-02-11 | 13F | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2.955 | 1.693 | ||||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 549 | 315 | ||||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 792 | 0,00 | 454 | 20,16 | ||||
| 2026-04-24 | 13F | Cane Capital Partners, LLC | 1.371 | 1,33 | 972 | 25,29 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 1.807 | -10,28 | 1.280 | 11,01 | ||||
| 2026-02-17 | 13F | Fullerton Fund Management Co Ltd | 50.376 | -82,32 | 28.859 | -78,77 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 5.344 | -0,22 | 3.786 | 23,40 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 667 | 297,02 | 382 | 377,50 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 2.862 | 10,93 | 2.028 | 37,24 | ||||
| 2026-02-12 | 13F | Marex Group plc | 476 | 273 | ||||||
| 2026-04-21 | 13F | Barlow Wealth Partners, Inc. | 836 | 0,00 | 664 | 28,68 | ||||
| 2025-11-13 | 13F | United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Lyell Wealth Management, Lp | 37.245 | -1,61 | 21.337 | 18,13 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 1.318 | -21,83 | 934 | -3,32 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 1.476 | 8,05 | 1.046 | 33,63 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 25.658 | -7,72 | 15 | 7,69 | ||||
| 2026-02-14 | 13F | American Trust | 453 | -16,11 | 260 | 0,78 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2.272 | 13,43 | 1.302 | 36,09 | ||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 473 | -17,45 | 335 | 2,13 | ||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 2.427 | -1,18 | 1 | 0,00 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 159 | -30,57 | 91 | -16,51 | ||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 1.262 | -0,08 | 894 | 23,65 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 56.155 | -5,15 | 39.783 | 17,30 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 5.319 | 0,32 | 3.768 | 24,07 | ||||
| 2026-04-28 | 13F | Argus Investors' Counsel, Inc. | 465 | -21,85 | 329 | -3,24 | ||||
| 2026-02-17 | 13F | Sherman Porfolios, Llc | 74.161 | 42.485 | ||||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 3.619 | -0,82 | 2.073 | 19,07 | ||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 286 | 3,62 | 203 | -2,42 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 49.619 | -1,11 | 28.425 | 18,73 | ||||
| 2026-02-11 | 13F | Dearborn Partners Llc | 28.663 | -1,93 | 16.420 | 17,75 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 1.481 | 0,34 | 848 | 20,45 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 3.345.375 | 0,20 | 1.916.471 | 20,34 | ||||
| 2026-02-06 | 13F | Reliant Investment Partners, LLC | 1.863 | 13,88 | 1.067 | 31,08 | ||||
| 2026-02-17 | 13F | Price T Rowe Associates Inc /md/ | 5.993.729 | -12,02 | 3.434 | 5,63 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 346.912 | 7,16 | 199 | 28,57 | ||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 364 | 4,00 | 209 | 24,55 | ||||
| 2026-04-15 | 13F | Tema Etfs Llc | 41.486 | 8,54 | 29.391 | 34,24 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 2.822 | -1,71 | 1.999 | 21,59 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 3.815 | -16,87 | 2.186 | -0,18 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 2.527 | 12,36 | 1.791 | 38,98 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 19.363 | 3.111,11 | 13.718 | 3.875,94 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 1.655 | 2,03 | 948 | 22,64 | ||||
| 2026-04-23 | 13F | Conscious Wealth Investments, Llc | 658 | 0,30 | 507 | 13,96 | ||||
| 2026-01-23 | 13F | Gibbs Wealth Management | 1.220 | -24,60 | 754 | -2,46 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 4.558 | -0,37 | 3.229 | 23,24 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 34.792 | 6.629,59 | 0 | |||||
| 2026-02-04 | 13F | Advisor OS, LLC | 4.805 | -8,63 | 2.752 | 9,69 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 118.964 | 10,41 | 68.151 | 35,72 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 6.354 | -4,88 | 4.502 | 17,64 | ||||
| 2026-02-13 | 13F | Burton Enright Welch | 1.640 | 4,19 | 940 | 25,03 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 12.176 | -2,23 | 8.626 | 20,91 | ||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 420 | 0,24 | 298 | 23,75 | ||||
| 2026-01-21 | 13F | Y.D. More Investments Ltd | 13.658 | 79,90 | 7.828 | 116,16 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 21.573 | -5,61 | 12.359 | 13,32 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 1.130 | 25,84 | 801 | 55,64 | ||||
| 2026-02-13 | 13F | Ames National Corp | 383 | 219 | ||||||
| 2026-04-23 | 13F | Members Wealth Llc | 295 | 239 | ||||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 810 | 0,00 | 573 | 23,76 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 100.749 | -3,84 | 57.716 | 15,46 | ||||
| 2026-01-13 | 13F | ForthRight Wealth Management, LLC | 421 | 0,00 | 241 | 20,50 | ||||
| 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 | 3.541 | -1,12 | 2.509 | 22,28 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 4.361 | 5,88 | 3.089 | 30,95 | ||||
| 2026-04-28 | 13F | Unison Asset Management LLC | 606 | 0,00 | 429 | 23,63 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 2.643 | 0,00 | 1.872 | 23,65 | ||||
| 2026-02-17 | 13F | Waverton Investment Management Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 441 | 0,00 | 313 | 23,81 | ||||
| 2026-02-13 | 13F | Seneschal Advisors, LLC | 5 | 0,00 | 3 | 0,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 4.998 | -12,22 | 3.541 | 8,55 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | Put | 92.000 | 8,24 | 52.704 | 29,95 | |||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 593 | -1,66 | 381 | 20,57 | ||||
| 2026-02-03 | 13F | D.B. Root & Company, LLC | 904 | 1,23 | 518 | 21,36 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | Call | 85.000 | 0,00 | 48.694 | 20,06 | |||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 1.746 | 51,43 | 1.000 | 81,82 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 41.160 | -1,86 | 23.579 | 17,83 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 5.170 | 4,57 | 3.663 | 29,31 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 555 | 9,25 | 393 | 35,05 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 64.643 | 39,79 | 37.032 | 67,84 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 6.577 | -7,47 | 4.660 | 14,44 | ||||
| 2025-10-31 | 13F | Intact Investment Management Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Kemnay Advisory Services Inc. | 186 | 107 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 572 | 30,00 | 405 | 60,71 | ||||
| 2026-04-21 | 13F | Montgomery Investment Management Inc | 14.327 | 0,00 | 10.150 | 23,66 | ||||
| 2026-02-13 | 13F | Bollard Group LLC | 200.490 | -11,59 | 115 | 5,56 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 20.976 | 12.016 | ||||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 4.616 | 6,98 | 3.270 | 32,28 | ||||
| 2026-02-17 | 13F | Lantern Wealth Advisors, LLC | 3.408 | 2,07 | 1.953 | 22,54 | ||||
| 2026-02-17 | 13F | Zimmer Partners, LP | 13.200 | 7.562 | ||||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 470 | 333 | ||||||
| 2026-04-01 | 13F | Beacon Financial Group | 902 | 7,51 | 517 | 29,00 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 1.620 | -0,86 | 928 | 19,13 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 1.958 | 0,46 | 1.122 | 20,54 | ||||
| 2026-04-23 | 13F | CWM Advisors, LLC | 46.559 | -1,60 | 32.985 | 21,69 | ||||
| 2026-02-13 | 13F | Clear Street Group Inc. | 705 | 404 | ||||||
| 2025-10-30 | 13F/A | Legacy Advisory Services, LLC | 1.064 | 0,00 | 354 | -9,00 | ||||
| 2026-04-14 | 13F | Banque de Luxembourg S.A. | 89 | -43,67 | 63 | -30,00 | ||||
| 2025-11-14 | 13F | Brass Tax Wealth Management, Inc | 649 | 0,31 | 310 | 23,11 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 7.254 | -8,97 | 5.139 | 12,57 | ||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 210 | -3,67 | 120 | 16,50 | ||||
| 2026-02-11 | 13F | SlateStone Wealth, LLC | 39.951 | 1,18 | 23 | 22,22 | ||||
| 2026-02-04 | 13F | Centric Wealth Management | 1.010 | 2,33 | 698 | 22,50 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 6.011 | 0,60 | 3.444 | 20,81 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 38 | 0,00 | 22 | 16,67 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 605.482 | -1,15 | 346.892 | 18,68 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 9.516 | 1,55 | 6.742 | 25,58 | ||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 3.465 | -0,52 | 1.985 | 19,51 | ||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 394 | 0,00 | 279 | 24,00 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 333 | 236 | ||||||
| 2026-01-20 | 13F | Aspiriant, Llc | 2.537 | 2,46 | 1.453 | 23,03 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 46.135 | -0,63 | 32.685 | 22,89 | ||||
| 2026-01-21 | 13F | DMG Group, LLC | 1.934 | -1,33 | 1.108 | 18,40 | ||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 1.437 | -19,94 | 1.019 | -0,97 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 4.268 | -17,64 | 3.024 | 1,85 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 17.377 | 9,51 | 12.311 | 35,42 | ||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 2.789 | -2,69 | 2.215 | 34,98 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 809 | -81,79 | 254 | 12.550,00 | ||||
| 2026-02-17 | 13F | Financial Avengers, Inc. | 50 | 0,00 | 24 | 0,00 | ||||
| 2026-01-23 | 13F | Factory Mutual Insurance Co | 63.600 | -0,78 | 36.435 | 19,12 | ||||
| 2026-01-30 | 13F | Delta Investment Management, LLC | 3.980 | 0,03 | 2.280 | 20,07 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 1.580 | -0,38 | 1.119 | 23,24 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 977 | -0,20 | 692 | 23,57 | ||||
| 2026-02-25 | 13F | Tempo Wealth, LLC | 1.291 | 740 | ||||||
| 2026-01-28 | 13F | Fiduciary Wealth Partners, LLC | 749 | -1,19 | 429 | 18,84 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 1.280 | 0,71 | 935 | 28,30 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 14.165 | -4,28 | 8.115 | 14,91 | ||||
| 2025-11-21 | 13F/A | CIBC Bancorp USA Inc. | 64.699 | 30.871 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 24.885 | -3,80 | 17.630 | 18,96 | ||||
| 2026-02-03 | 13F | Morse Asset Management, Inc | 1.843 | 3,31 | 1.056 | 23,97 | ||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 1.672 | 56,55 | 1.185 | 93,78 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 1.752 | 3,61 | 1.387 | 5,88 | ||||
| 2026-02-12 | 13F | Westchester Capital Management, Inc. | 59.102 | -4,37 | 33.858 | 14,81 | ||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 940 | -26,45 | 538 | -11,66 | ||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 5.967 | 0,51 | 3.418 | 20,65 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 2.714 | 2,03 | 1.555 | 22,46 | ||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 1.477 | 3,50 | 846 | 24,41 | ||||
| 2026-02-17 | 13F | Safe Harbor Fiduciary, LLC | 717 | -4,02 | 411 | 41,87 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 6.332 | -4,74 | 4.486 | 17,81 | ||||
| 2026-04-28 | 13F | BW Gestao de Investimentos Ltda. | 680 | 0,00 | 482 | 23,65 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 8.871 | 5.082 | ||||||
| 2026-03-17 | 13F | Forty-three Eighteen Advisors, LLC | 9.312 | 5.335 | ||||||
| 2026-02-11 | 13F | Orion Investment Co | 575 | 0,00 | 329 | 20,07 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 414 | 0,00 | 293 | 23,63 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 1.120 | -11,60 | 793 | 9,38 | ||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 3.644 | 56,19 | 2.088 | 99,71 | ||||
| 2026-02-13 | 13F | Cohen & Steers, Inc. | 900 | 0,00 | 1 | |||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 3.268 | -7,16 | 1.872 | -7,14 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 11.792 | 0,31 | 8.354 | 24,06 | ||||
| 2026-01-29 | 13F | Atlas Legacy Advisors, LLC | 1.048 | 24,61 | 612 | 52,62 | ||||
| 2026-02-06 | 13F | First Business Financial Services, Inc. | 672 | -95,42 | 385 | -94,51 | ||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 107.186 | -0,51 | 61.404 | 19,45 | ||||
| 2026-02-13 | 13F | E6 Portfolios, LLC | 560 | 321 | ||||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 2.219 | 4,42 | 1.271 | 25,47 | ||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 88 | 0,00 | 62 | 24,00 | ||||
| 2026-01-28 | 13F | Grant Street Asset Management, Inc. | 1.423 | 2,08 | 815 | 22,56 | ||||
| 2026-02-17 | 13F | Caption Management, LLC | 2.400 | 1.375 | ||||||
| 2026-02-17 | 13F | Caption Management, LLC | Put | 24.200 | 13.863 | |||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 1.398 | 1,45 | 991 | 25,48 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 1.587 | -8,85 | 1.107 | 0,55 | ||||
| 2026-01-29 | 13F | Guardian Asset Advisors, LLC | 1.902 | -2,46 | 1.090 | 17,10 | ||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 1.124 | 0,00 | 796 | 23,79 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 76 | -17,39 | 44 | 0,00 | ||||
| 2026-02-12 | 13F | Penserra Capital Management LLC | 39 | 0,00 | 0 | |||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 1.393 | 6,50 | 987 | 31,78 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 46.385.185 | 0,96 | 26.572.681 | 21,22 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 18.861 | 18,62 | 13.362 | 45,24 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 7.742 | 1,19 | 4.435 | 21,51 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 7.787 | 64,60 | 4.461 | 97,65 | ||||
| 2026-02-13 | 13F/A | Ontario Teachers Pension Plan Board | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 1.824 | 114,59 | 1.045 | 157,78 | ||||
| 2026-02-11 | 13F | Schwallier Wealth Management LLC | 449 | -0,22 | 295 | 37,85 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 737 | 523 | ||||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 316 | 224 | ||||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 194.886 | -12,81 | 111.645 | 4,68 | ||||
| 2026-02-10 | 13F | Sage Investment Advisers LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 357 | -22,22 | 253 | -3,82 | ||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 199 | 21,34 | 114 | 46,15 | ||||
| 2026-02-13 | 13F | Tradewinds, LLC. | 7.668 | -0,96 | 4.393 | 18,90 | ||||
| 2026-01-16 | 13F | Worth Financial Advisory Group, LLC | 1.668 | -0,60 | 956 | 19,38 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 517 | 366 | ||||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 894 | -3,56 | 633 | 19,21 | ||||
| 2026-02-10 | 13F | Ade, Llc | 1.090 | 0,00 | 624 | 20,00 | ||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 7.729 | -0,91 | 5.476 | 22,54 | ||||
| 2026-02-17 | 13F | Marin Bay Wealth Advisors, LLC | 1.267 | 726 | ||||||
| 2026-02-17 | 13F | Canada Pension Plan Investment Board | 408.133 | -19,19 | 233.807 | -2,97 | ||||
| 2026-02-17 | 13F | Amundi | 1.714.140 | -27,85 | 981.979 | -16,56 | ||||
| 2026-04-28 | 13F | Schear Investment Advisers, LLC | 6.568 | 0,21 | 4.653 | 23,95 | ||||
| 2026-01-28 | 13F | Cortland Associates Inc/mo | 2.189 | -14,29 | 1.254 | 2,87 | ||||
| 2026-02-17 | 13F | Tortoise Capital Advisors, L.l.c. | 1.816 | 1.040 | ||||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 2.798 | 0,00 | 1.982 | 23,72 | ||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 32 | 0,00 | 18 | 20,00 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | Call | 900 | 28,57 | 516 | 54,19 | |||
| 2026-02-11 | 13F | LPL Financial LLC | Put | 600 | -25,00 | 344 | -9,97 | |||
| 2026-04-10 | 13F | Stillwater Capital Advisors, LLC | 40.858 | -1,67 | 28.946 | 21,61 | ||||
| 2026-04-17 | 13F | Community Bank & Trust, Waco, Texas | 23.421 | -1,29 | 17 | 23,08 | ||||
| 2026-01-22 | 13F | Massachusetts Financial Services Co /ma/ | 1.835.924 | 0,30 | 1.051.746 | 20,42 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 1.023.220 | 4,07 | 586.172 | 24,95 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 23.186 | 6,81 | 16.426 | 32,09 | ||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 440 | -11,47 | 252 | 6,33 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 10 | 0,00 | 7 | 40,00 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 130 | 23,81 | 92 | 53,33 | ||||
| 2026-02-14 | 13F | Copley Financial Group, Inc. | 3.777 | 0,00 | 2.164 | 20,03 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 2.130 | -1,07 | 1.509 | 22,30 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 1.074 | -0,28 | 761 | 23,38 | ||||
| 2026-02-11 | 13F | Winnow Wealth Llc | 19 | 11,76 | 11 | 25,00 | ||||
| 2026-02-17 | 13F | Core Wealth Advisors, Inc. | 5.191 | -0,54 | 2.974 | 19,44 | ||||
| 2026-02-09 | 13F | Hutchinson Capital Management/ca | 985 | -3,05 | 564 | 16,53 | ||||
| 2026-02-12 | 13F | Rbo & Co Llc | 1.500 | 0,00 | 859 | 20,14 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 2.930 | -0,37 | 2.076 | 23,22 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 332 | 0,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 973 | -26,73 | 689 | -9,34 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 2.918 | -2,73 | 2.067 | 20,31 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 4.076 | 6,40 | 2.888 | 31,59 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 517 | -2,82 | 296 | 17,00 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 335 | 237 | ||||||
| 2026-02-06 | 13F/A | Rathbone Brothers plc | 172.709 | -13,26 | 98.940 | 4,14 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 17 | -45,16 | 10 | -35,71 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 1.075 | -10,94 | 762 | 10,13 | ||||
| 2026-02-11 | 13F | Arsenal Capital Advisors LLC | 1.036 | 594 | ||||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 38.002 | 4,68 | 21.770 | 25,68 | ||||
| 2026-01-30 | 13F | Dale Q Rice Investment Management Ltd | 944 | 0,00 | 541 | 14,41 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 635 | 6,54 | 450 | 31,67 | ||||
| 2026-02-17 | 13F | Cim Investment Mangement Inc | 3.783 | 0,00 | 2.167 | 20,06 | ||||
| 2026-04-22 | 13F | Bender Robert & Associates | 924 | -2,63 | 655 | 20,44 | ||||
| 2026-02-13 | 13F | Alliance Private Wealth, LLC | 5.182 | 3.642 | ||||||
| 2026-04-10 | 13F | Sterling Manor Financial, LLC | 315 | 223 | ||||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 1.108 | 0,54 | 785 | 24,25 | ||||
| 2026-02-11 | 13F | Ipsen Advisor Group LLC | 575 | -13,66 | 329 | 3,79 | ||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 4.788 | -2,05 | 3.392 | 21,14 | ||||
| 2026-02-09 | 13F | PSI Advisors, LLC | 1.578 | -7,07 | 904 | 11,48 | ||||
| 2026-04-20 | 13F | Emprise Bank | 4.492 | -3,17 | 3.182 | 19,76 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 93 | 69,09 | 53 | 103,85 | ||||
| 2026-02-11 | 13F | Entelevest, LLC | Call | 200 | 115 | |||||
| 2026-02-11 | 13F | Entelevest, LLC | 259 | 148 | ||||||
| 2026-04-10 | 13F | PFW Advisors LLC | 319 | 226 | ||||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 9.499 | -3,62 | 5.451 | 15,81 | ||||
| 2026-01-27 | 13F | Stillwater Wealth Management Group | 2.713 | 230,85 | 1.554 | 297,19 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 6.977 | 9,03 | 4.028 | 33,47 | ||||
| 2026-02-02 | 13F | Pittenger & Anderson Inc | 37.065 | -0,02 | 21.233 | 20,04 | ||||
| 2026-04-29 | 13F | Mirae Asset Securities (usa) Inc. | 25.056 | -0,43 | 17.751 | 23,14 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 920 | -9,80 | 439 | 10,89 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 2.044 | -3,95 | 1.448 | 18,79 | ||||
| 2026-02-12 | 13F | Tiemann Investment Advisors, Llc | 2.714 | -3,38 | 1.555 | 15,97 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 74 | 0,00 | 52 | 23,81 | ||||
| 2026-02-13 | 13F | OMERS ADMINISTRATION Corp | 30.261 | -5,85 | 17.336 | 13,03 | ||||
| 2026-01-20 | 13F | Corundum Trust Company, INC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 15.116 | 0,47 | 8.660 | 20,62 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 9.783 | -6,36 | 6.931 | 15,81 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 47.323 | -14,93 | 33.526 | 5,20 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 13.066 | -27,08 | 7.485 | -12,45 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 4.572 | -0,26 | 2.619 | 19,75 | ||||
| 2026-01-22 | 13F | Ofi Invest Asset Management | 77.958 | 5,40 | 38.245 | 27,33 | ||||
| 2026-01-27 | 13F | Checchi Capital Advisers, LLC | 5.042 | -4,80 | 2.888 | 14,33 | ||||
| 2026-01-30 | 13F | Kondo Wealth Advisors, Inc. | 754 | 0,27 | 432 | 20,39 | ||||
| 2026-02-06 | 13F | Summit Wealth Group, LLC | 461 | 3,60 | 264 | 24,53 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 18.589 | -0,26 | 10.650 | 36,35 | ||||
| 2026-04-01 | 13F | Neville Rodie & Shaw Inc | 15.312 | -2,70 | 11 | 11,11 | ||||
| 2026-02-04 | 13F | Opinicus Capital, Inc. | 1.904 | 1,01 | 1.090 | 21,25 | ||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | IMC-Chicago, LLC | Put | 747.600 | 5,49 | 428.278 | 26,65 | |||
| 2026-01-29 | 13F | IMC-Chicago, LLC | Call | 883.000 | 18,60 | 505.844 | 42,40 | |||
| 2026-02-19 | 13F | Claris Financial LLC | 2.009 | 2,40 | 1.151 | 22,86 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 29.849 | -9,63 | 21.147 | 11,76 | ||||
| 2026-01-26 | 13F | Roman Butler Fullerton & Co | 5.359 | 3,72 | 3.475 | 14,84 | ||||
| 2026-03-09 | 13F | Rubicon Advisors, GP | 425 | 244 | ||||||
| 2026-04-28 | 13F | LGT Group Foundation | 8.455 | 283,62 | 5.990 | 370,91 | ||||
| 2026-02-05 | 13F | Qsemble Capital Management, LP | 3.626 | 2.077 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 79 | 56 | ||||||
| 2026-02-17 | 13F | Adage Capital Partners Gp, L.l.c. | 384.378 | 17,43 | 220.199 | 40,99 | ||||
| 2026-04-21 | 13F | Robeco Institutional Asset Management B.V. | 130.991 | 185,41 | 92.802 | 252,96 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 428 | -22,18 | 0 | |||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 9.675 | -3,05 | 6 | 25,00 | ||||
| 2026-02-13 | 13F | Walleye Trading LLC | Put | 167.900 | 8,39 | 96.185 | 30,14 | |||
| 2026-02-13 | 13F | Walleye Trading LLC | Call | 224.900 | 74,21 | 128.838 | 109,15 | |||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 1.204 | 1,78 | 853 | 25,85 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 42.179 | 1,56 | 20.126 | 24,83 | ||||
| 2026-04-15 | 13F | Krs Capital Management, Llc | 375 | 0,00 | 266 | 23,83 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 1.957 | -9,27 | 1.386 | 12,23 | ||||
| 2026-02-03 | 13F | Heartland Bank & Trust Co | 6.220 | -0,88 | 3.563 | 19,00 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 116.396 | -3,46 | 82 | 18,84 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 1.598 | 1,27 | 1 | |||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 1.061 | 608 | ||||||
| 2026-04-16 | 13F | Guardian Investment Management | 4.800 | 0,00 | 3.401 | 23,68 | ||||
| 2026-01-28 | 13F | B. Metzler seel. Sohn & Co. AG | 69.694 | 17,94 | 39.936 | 41,64 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 22.179 | 27,74 | 12.676 | 53,45 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 4.256 | 0,19 | 3.015 | 23,92 | ||||
| 2026-02-10 | 13F | Bowen Hanes & Co Inc | 6.029 | -0,25 | 3 | -99,90 | ||||
| 2026-02-06 | 13F | Trajan Wealth LLC | 17.605 | -4,22 | 10.086 | 14,99 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 8.276 | 0,01 | 4.741 | 20,09 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 41 | 0,00 | 29 | 26,09 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 10.510 | 2,34 | 7.446 | 26,55 | ||||
| 2026-04-22 | 13F | Diamant Asset Management, Inc. | 3.140.603 | 68.427,23 | 3.141 | 19,62 | ||||
| 2026-02-11 | 13F | Cedar Mountain Advisors, LLC | 28 | 3,70 | 16 | 15,38 | ||||
| 2026-02-13 | 13F | SPX Equities Gestao de Recursos Ltda | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 1.443 | 39,56 | 827 | 67,55 | ||||
| 2026-01-30 | 13F | Torren Management, LLC | 47 | 27 | ||||||
| 2026-02-11 | 13F | Atlanta Consulting Group Advisors, LLC | 2.280 | 0,00 | 1.306 | 20,15 | ||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 1.262 | 0,24 | 723 | 20,33 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 646 | 0,00 | 458 | 23,51 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 8.202 | -28,15 | 5.811 | -11,15 | ||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 374.633 | 21,91 | 265.385 | 50,75 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 13.986 | -3,47 | 8.012 | 15,90 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 1.065 | 0,09 | 754 | 23,81 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 1.219 | 118,46 | 864 | 170,53 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 487 | -51,83 | 345 | -40,41 | ||||
| 2026-02-11 | 13F | Capital International Sarl | 7.213 | 83,16 | 4.132 | 119,90 | ||||
| 2026-01-07 | 13F | Corsicana & Co. | 99 | 0,00 | 57 | 19,15 | ||||
| 2026-04-10 | 13F | Granite FO LLC | 685 | 0,00 | 485 | 23,72 | ||||
| 2026-04-14 | 13F | Perpetual Ltd | 2.338 | 12,57 | 1.656 | 39,28 | ||||
| 2026-02-10 | 13F | Camden National Bank | 1.635 | -0,73 | 937 | 19,24 | ||||
| 2026-04-29 | 13F | Bank Of Stockton | 2.945 | 9,89 | 2.086 | 35,90 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 1.331 | 6,48 | 943 | 31,56 | ||||
| 2026-02-12 | 13F | Fortress Private Ledger, Llc | 1.488 | 24,73 | 852 | 49,74 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 2.123 | 2,51 | 1.216 | 23,08 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 3.008 | 0,20 | 2.131 | 23,97 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 1.101 | -0,27 | 780 | 23,26 | ||||
| 2026-02-13 | 13F | Sargent Investment Group, LLC | 6.756 | -5,54 | 3.870 | 13,42 | ||||
| 2026-02-06 | 13F | Platt Wealth Management LLC | 3.347 | 2 | ||||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 11.814 | -3,31 | 6.768 | 16,09 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Gabelli Funds Llc | 98.140 | -2,98 | 56.221 | 16,49 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 342 | 0,00 | 242 | 24,10 | ||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 4.851 | 17,69 | 2.779 | 41,28 | ||||
| 2026-02-17 | 13F | Adams Wealth Management | 866 | -1,14 | 496 | 18,94 | ||||
| 2026-04-23 | 13F | Asset Planning,Inc | 1.236 | 0,08 | 876 | 23,76 | ||||
| 2026-02-10 | 13F | Lcnb Corp | 1.601 | -3,50 | 917 | 15,93 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 13.983 | 3,24 | 8.010 | 23,96 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 10.865 | 0,21 | 6.224 | 20,32 | ||||
| 2026-04-15 | 13F | Massachusetts Wealth Management | 6.146 | -3,30 | 4.354 | 19,58 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 137.570 | -0,22 | 78.810 | 19,80 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 8.956 | -7,98 | 5.131 | 10,47 | ||||
| 2026-01-21 | 13F | Touchstone Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | First PREMIER Bank | 476 | -30,71 | 0 | |||||
| 2026-02-06 | 13F | Ironwood Investment Counsel, LLC | 2.986 | -1,65 | 1.711 | 18,09 | ||||
| 2026-02-12 | 13F | Granite Investment Partners, LLC | 6.938 | 0,71 | 3.975 | 20,90 | ||||
| 2026-02-09 | 13F | Quest Partners LLC | 2.001 | 7,35 | 1.146 | 28,91 | ||||
| 2025-11-13 | 13F | Pathstone Holdings, LLC | Put | 0 | -100,00 | 0 | ||||
| 2026-01-30 | 13F | Valued Wealth Advisors LLC | 112 | 31,76 | 64 | 57,50 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 24.035 | 33,77 | 17.028 | 65,44 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 126 | 72 | ||||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 670 | 0,00 | 475 | 23,76 | ||||
| 2026-02-13 | 13F | University Of Texas/texas Am Investment Managment Co | 145 | 0,00 | 83 | 20,29 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 5.015 | 1,21 | 2.873 | 21,49 | ||||
| 2026-02-02 | 13F | Dudley Capital Management, Llc | 2.056 | 0,05 | 1.178 | 20,10 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 21.699 | 1,98 | 15.373 | 26,11 | ||||
| 2026-01-26 | 13F | West Wealth Group, LLC | 901 | -0,11 | 517 | 7,28 | ||||
| 2026-04-29 | 13F | Solidarilty Wealth, LLC | 646 | 8,39 | 458 | 34,02 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.019.075 | -0,38 | 583.889 | 19,63 | ||||
| 2025-11-14 | 13F | 1858 Wealth Management, Llc | 3.497 | -6,52 | 1.669 | 14,88 | ||||
| 2026-01-21 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1.526 | -4,45 | 874 | 14,70 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 6.174 | -5,23 | 3.537 | 38,88 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 1.134 | -4,22 | 650 | 15,07 | ||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 1.064 | 4,11 | 754 | 28,72 | ||||
| 2026-02-13 | 13F | First Long Island Investors, LLC | 474 | 0,00 | 272 | 19,91 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 1.542 | 0,19 | 1.092 | 23,95 | ||||
| 2026-02-12 | 13F | Federated Hermes, Inc. | 3.029 | -17,38 | 1.735 | -0,80 | ||||
| 2026-02-17 | 13F | City National Bank Of Florida /msd | 619 | -42,90 | 355 | -31,53 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 3.900 | 11,05 | 2.763 | 37,34 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 592 | 53,77 | 419 | 90,45 | ||||
| 2026-04-17 | 13F | Kirr Marbach & Co Llc /in/ | 440 | 0,00 | 312 | 23,41 | ||||
| 2026-02-12 | 13F | Hibernia Wealth Partners, LLC | 610 | 349 | ||||||
| 2026-01-20 | 13F/A | Miller Wealth Advisors, Llc | 1.056 | 0,00 | 605 | 20,08 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 2.722 | 227,56 | 1.963 | 312,18 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 2.794 | 9,10 | 1.979 | 34,90 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 507 | 0,00 | 359 | 23,79 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 2.945 | -4,23 | 2.087 | 18,46 | ||||
| 2026-02-03 | 13F | Ponta Wealth Partners, LLC | 511 | 293 | ||||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 339 | -10,79 | 240 | 10,60 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 4.507 | 32,05 | 2.582 | 58,60 | ||||
| 2026-04-01 | 13F | Adelphi Trust Co | 1.963 | -2,92 | 1.391 | 20,03 | ||||
| 2026-04-23 | 13F | McMillan Office, Inc. | 559 | 0,54 | 396 | 24,53 | ||||
| 2026-02-13 | 13F | Trillium Asset Management, Llc | 2.434 | 0,00 | 1.394 | 20,07 | ||||
| 2026-04-17 | 13F | Agp Franklin, Llc | 400 | 0,00 | 283 | 23,58 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 3.544 | -8,35 | 3 | 0,00 | ||||
| 2026-02-09 | 13F | Catalyst Funds Management Pty Ltd | 1.400 | -41,67 | 802 | -29,96 | ||||
| 2026-02-05 | 13F | Idaho Trust Bank | 507 | 0,00 | 290 | 20,33 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 95.444 | 7,91 | 67.637 | 33,45 | ||||
| 2026-02-13 | 13F | Tower Bridge Advisors | 4.000 | 0,00 | 2.291 | 20,07 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 111 | -7,50 | 79 | 14,71 | ||||
| 2026-04-08 | 13F | E Fund Management (Hong Kong) Co., Ltd. | 149 | 37,96 | 106 | 41,89 | ||||
| 2026-02-12 | 13F | Lbmc Investment Advisors, Llc | 3.159 | 0,00 | 1.810 | 20,04 | ||||
| 2026-02-06 | 13F | Gsa Capital Partners Llp | 1.441 | -48,79 | 1 | -100,00 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 1.533 | -1,98 | 878 | 17,69 | ||||
| 2026-02-09 | 13F | Summitry Llc | 22.508 | 1,68 | 12.894 | 22,07 | ||||
| 2026-02-14 | 13F | BluePath Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Jacksonville Wealth Management, LLC | 2.019 | -0,93 | 1.430 | 22,54 | ||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Darden Wealth Group Inc | 510 | -0,97 | 292 | 19,18 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 1.105 | 4,74 | 783 | 29,47 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 510 | -21,90 | 362 | 52,32 | ||||
| 2026-04-14 | 13F | RD Lewis Holdings, Inc. | 4.950 | -6,46 | 3.896 | 4,70 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 18.034 | -1,26 | 12.776 | 21,15 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 2.075 | 6,96 | 1.189 | 28,43 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 17.249 | 2,86 | 12.220 | 27,21 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 1.346 | 771 | ||||||
| 2026-02-02 | 13F | Your Advocates Ltd., LLP | 35 | 0,00 | 20 | 25,00 | ||||
| 2026-04-07 | 13F | Martin Capital Partners, LLC | 294 | 0 | ||||||
| 2026-04-10 | 13F | DKM Wealth Management, Inc. | 585 | 0,00 | 414 | 23,95 | ||||
| 2026-01-30 | 13F | Citizens National Bank Trust Department | 20.518 | -2,39 | 11.754 | 17,19 | ||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 916 | 6,14 | 525 | 27,49 | ||||
| 2026-02-12 | 13F | Caerus Investment Advisors, LLC | 576 | 330 | ||||||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | BLI - Banque de Luxembourg Investments | 50.895 | -2,80 | 29.393 | 18,93 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 337 | 0,30 | 193 | 20,00 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 1.791 | 4,98 | 1.269 | 29,79 | ||||
| 2026-04-20 | 13F | Davis Investment Partners, LLC | 1.771 | 0,06 | 1.255 | 18,41 | ||||
| 2026-02-12 | 13F | Gardner Russo & Quinn Llc | 550 | -21,43 | 315 | -5,69 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 1.179 | 5,36 | 676 | 26,64 | ||||
| 2026-02-24 | 13F | Alternative Investment Advisors, LLC. | 562 | -0,35 | 323 | 19,70 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 703 | -10,22 | 498 | 11,16 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | Call | 96.000 | 54,34 | 54.996 | 85,31 | |||
| 2026-02-05 | 13F | Thayer Partners, LLC / MA | 1.646 | 943 | ||||||
| 2026-04-21 | 13F | Mayport, Llc | 704 | 0,00 | 499 | 23,57 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 9.694 | 224,65 | 5.553 | 289,96 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 649 | 0,00 | 460 | 18,60 | ||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 5.314 | -0,51 | 3.044 | 19,47 | ||||
| 2026-02-17 | 13F | Creegan & Nassoura Financial Group, LLC | 3.705 | -1,98 | 2.122 | 17,69 | ||||
| 2026-02-13 | 13F/A | Newport Capital Group, LLC | 436 | 250 | ||||||
| 2026-02-11 | 13F | Paces Ferry Wealth Advisors, Llc | 626 | -2,49 | 358 | 16,99 | ||||
| 2026-02-13 | 13F | Cornercap Investment Counsel Inc | 2.756 | -28,88 | 1.579 | -14,61 | ||||
| 2026-02-09 | 13F | Main Street Research LLC | 59.559 | 1.833,11 | 34.120 | 2.221,02 | ||||
| 2026-02-12 | 13F | Advisors Asset Management, Inc. | 9.501 | 31,07 | 5.443 | 57,37 | ||||
| 2026-04-10 | 13F | Connecticut Capital Management Group, LLC | 443 | 0,68 | 314 | 24,21 | ||||
| 2026-02-11 | 13F | Primecap Management Co/ca/ | 880.170 | -30,72 | 504.223 | -16,82 | ||||
| 2026-02-12 | 13F | Hilton Capital Management, LLC | 14.333 | 761,88 | 8.211 | 935,31 | ||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 5.818 | -13,47 | 3.333 | 3,87 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 1.510 | -27,26 | 1.070 | -10,09 | ||||
| 2026-04-27 | 13F | V-Square Quantitative Management LLC | 8.606 | 1,94 | 6.097 | 26,08 | ||||
| 2026-02-17 | 13F | Lombard Odier Asset Management (USA) Corp | 2.250 | 1.289 | ||||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 1.371 | -0,22 | 971 | 23,38 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 932 | 534 | ||||||
| 2026-02-03 | 13F | Rnc Capital Management Llc | 4.182 | -1,13 | 2.396 | 18,68 | ||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 232.928 | -0,32 | 165.020 | 23,27 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 223 | 1,83 | 158 | 25,60 | ||||
| 2026-02-09 | 13F | Wealthquest Corp | 369 | 211 | ||||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 2.589 | 0,43 | 1.834 | 24,25 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 5.361 | 35,69 | 3.798 | 67,79 | ||||
| 2026-02-12 | 13F | Menora Mivtachim Holdings Ltd. | 207.500 | 0,00 | 118.871 | 20,06 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | Put | 170.200 | 83,41 | 97.502 | 120,20 | |||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 73.542 | -0,95 | 42.130 | 18,92 | ||||
| 2026-02-10 | 13F | MUFG Securities EMEA plc | 19.185 | 113,95 | 10.991 | 156,90 | ||||
| 2026-02-02 | 13F | Eq Wealth Advisors, Llc | 8 | 5 | ||||||
| 2026-02-12 | 13F | VUB Generali dochodkova spravcovska spolocnost, a.s. | 3.566 | 2.043 | ||||||
| 2026-02-17 | 13F | Beacon Investment Advisors Llc | 5.131 | 0,16 | 2.940 | 20,25 | ||||
| 2026-02-06 | 13F | Aviance Capital Partners, LLC | 583 | 0,00 | 334 | 19,78 | ||||
| 2026-01-20 | 13F | Cromwell Holdings LLC | 1.476 | 0,00 | 846 | 20,03 | ||||
| 2026-01-21 | 13F | Palumbo Wealth Management LLC | 2.668 | 0,11 | 1.528 | 24,03 | ||||
| 2026-04-29 | 13F | Mirae Asset Securities (usa) Inc. | Put | 25.000 | -0,62 | 17.712 | 23,67 | |||
| 2026-02-10 | 13F | Twin Peaks Wealth Advisors, LLC | 470 | 349 | ||||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16.799 | 17,02 | 9.624 | 40,48 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 4.381 | 0,14 | 3.103 | 23,82 | ||||
| 2026-02-13 | 13F | Klingenstein Fields & Co Lp | 2.626 | 0,00 | 1.504 | 20,13 | ||||
| 2026-02-03 | 13F | Costello Asset Management, INC | 880 | -1,12 | 504 | 18,87 | ||||
| 2026-02-17 | 13F | Covington Investment Advisors Inc. | 17.672 | -13,95 | 10 | 11,11 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 70 | 7,69 | 50 | 32,43 | ||||
| 2026-01-15 | 13F | J. Safra Sarasin Holding AG | 73.857 | 7,29 | 42.310 | 28,81 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 1.790 | -10,05 | 1.268 | 11,23 | ||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 30 | 0,00 | 17 | 21,43 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 1.104 | -25,76 | 782 | -8,11 | ||||
| 2025-11-04 | 13F | IMC-Chicago, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Worldquant Millennium Advisors Llc | 26.681 | 15.285 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 35.609 | -2,46 | 25.228 | 20,62 | ||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 1.405 | 37,34 | 805 | 64,75 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 7.146 | 10,45 | 4.093 | 32,59 | ||||
| 2026-02-17 | 13F | Dark Forest Capital Management Lp | 4.171 | 2.389 | ||||||
| 2026-02-17 | 13F | Teucrium Investment Advisors, LLC | 2.790 | 1.598 | ||||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 524 | 0,96 | 371 | 24,92 | ||||
| 2026-01-23 | 13F | Northwest Quadrant Wealth Management, LLC | 3.780 | 0,24 | 2.165 | 20,34 | ||||
| 2026-02-10 | 13F | Heritage Trust Co | 11.935 | 2,00 | 6.837 | 22,46 | ||||
| 2026-02-10 | 13F | North Berkeley Wealth Management, LLC | 1.228 | 19,46 | 703 | 43,47 |
