Grundlæggende statistik
| Institutionelle ejere | 1928 total, 1918 long only, 0 short only, 10 long/short - change of 8,60% MRQ |
| Gennemsnitlig porteføljeallokering | 0.9113 % - change of -0,73% MRQ |
| Institutionelle aktier (lange) | 428.236.261 (ex 13D/G) - change of -10,11MM shares -2,30% MRQ |
| Institutionel værdi (lang) | $ 33.598.113 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Gold Trust (PE:IAU) har 1928 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 428,236,261 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, Fmr Llc, Envestnet Asset Management Inc, LPL Financial LLC, Wells Fargo & Company/mn, Jpmorgan Chase & Co, UBS Group AG, Ameriprise Financial Inc, and Citigroup Inc .
iShares Gold Trust (BVL:IAU) 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
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
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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.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-17 | 13F | Private Harbour Investment Management & Counsel, LLC | 185.699 | -0,56 | 15.073 | 10,93 | ||||
| 2026-01-23 | 13F | Reuter James Wealth Management, Llc | 601.235 | 2,41 | 48.802 | 14,23 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 29.277 | -30,45 | 2.581 | -24,62 | ||||
| 2026-02-09 | 13F | Northstar Financial Companies, Inc. | 31.693 | 68,33 | 2.573 | 87,74 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 16.352 | -1,88 | 1.327 | 9,49 | ||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 203.598 | 1,79 | 16.526 | 13,55 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 60.006 | 2,94 | 4.871 | 14,83 | ||||
| 2026-01-27 | 13F | Tme Financial, Inc. | 47.990 | -8,97 | 3.895 | 1,54 | ||||
| 2026-01-30 | 13F | Sofi Wealth, Llc | 277.571 | 4,70 | 22.530 | 16,79 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 155 | 13 | ||||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 378.708 | 3,45 | 30.740 | 15,39 | ||||
| 2026-04-17 | 13F | Capital Squared Financial LLC | 8.181 | -5,84 | 664 | 5,06 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 12.656 | -1,38 | 1 | 0,00 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 50.659 | -12,72 | 4.496 | -4,59 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 4.357 | -16,72 | 384 | -9,43 | ||||
| 2026-02-12 | 13F | Ruggiero Investments, Inc. | 2.928 | 238 | ||||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 3.098 | -15,98 | 273 | -8,70 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 331.438 | -8,99 | 26.903 | 1,36 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 500 | 0,00 | 41 | 11,11 | ||||
| 2026-02-17 | 13F | Nearwater Capital Markets, Ltd | 44.100 | 3.580 | ||||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 42.634 | 52,47 | 3.461 | 98,51 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 16.262 | 0,00 | 1.454 | 10,16 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 1.009 | -11,88 | 82 | -2,41 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 32.559 | -11,23 | 2.870 | -3,59 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 8.998 | -36,29 | 793 | -30,80 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 79.455 | -47,79 | 7.005 | -43,30 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 135.910 | -65,37 | 11.982 | -62,39 | ||||
| 2026-02-13 | 13F | NLB Skladi, upravljanje premozenja, d.o.o. | 16.377 | 1.329 | ||||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 69.136 | 21,23 | 6.095 | 31,70 | ||||
| 2026-02-03 | 13F | Merrithew & Thorsten Inc | 20 | 0 | ||||||
| 2026-02-02 | 13F | Broussard Financial Group LLC | 167.467 | 13.593 | ||||||
| 2026-02-10 | 13F | Ellevest, Inc. | 3.018 | 0,00 | 245 | 11,42 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 16.509 | 6,36 | ||||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Hippocratic Financial Advisors, LLC | 2.492 | 220 | ||||||
| 2026-02-12 | 13F | Intesa Sanpaolo Wealth Management | 300 | 24 | ||||||
| 2026-04-24 | 13F | Financial Life Planners | 675 | 60 | ||||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 135 | 0,00 | 12 | 10,00 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 393 | 32 | ||||||
| 2026-02-11 | 13F | Fore Capital, LLC | 208.000 | 0,00 | 16.883 | 11,54 | ||||
| 2026-02-17 | 13F | Prosperity Bancshares Inc | 858 | 70 | ||||||
| 2026-02-13 | 13F | Mariner, LLC | 1.449.635 | 1,44 | 117.667 | 13,15 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 221.105 | 2,41 | 17.947 | 14,24 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 8.005 | 112,56 | 654 | 141,33 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 1.362 | 0,00 | 120 | 9,09 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 5.269 | 0,92 | 473 | 11,58 | ||||
| 2026-02-13 | 13F | AlTi Global, Inc. | 1.588.244 | 4,14 | 128.918 | 16,16 | ||||
| 2026-02-04 | 13F | JSF Financial, LLC | 229.901 | -2,93 | 18.661 | 8,27 | ||||
| 2026-02-10 | 13F | Regency Capital Management Inc.\DE | 175.642 | 1,64 | 14.257 | 13,38 | ||||
| 2026-01-07 | 13F | Harbour Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | WESCAP Management Group, Inc. | 445.220 | -1,03 | 36.139 | 10,43 | ||||
| 2026-02-13 | 13F | Archetype Wealth Partners | 315.204 | 0,16 | 26 | 13,64 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 2.082.256 | 1,98 | 169.014 | 22,60 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 2.895 | -64,65 | 255 | -61,60 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Interactive Financial Advisors | 17.264 | 1.401 | ||||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 22.783 | 1.849 | ||||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 2.387 | 210 | ||||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 523 | 0,00 | 46 | 9,52 | ||||
| 2026-01-23 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 6.608.915 | -26,61 | 536.446 | -18,13 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 17.039 | 33,86 | 1.383 | 49,35 | ||||
| 2026-04-24 | 13F | Cassia Capital Partners, LLC | 2.466 | 217 | ||||||
| 2026-04-01 | 13F | Bangor Savings Bank | 247 | 0,00 | 22 | 5,00 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 81.290 | 5,73 | 6.598 | 17,95 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 21.168 | -56,84 | 1.866 | -53,13 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 130.749 | -8,38 | 11.527 | -0,50 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 216 | 19 | ||||||
| 2026-01-23 | 13F | Guidance Capital, Inc | 39.670 | -26,19 | 3.672 | -11,65 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 10.274 | 188,84 | 834 | 222,87 | ||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 157 | 13 | ||||||
| 2026-04-08 | 13F | AAFMAA Wealth Management & Trust LLC | 3.462 | -91,48 | 305 | -90,75 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 12.537 | -60,12 | 1.105 | -56,68 | ||||
| 2026-02-17 | 13F | EFG International AG | 175.207 | 14.222 | ||||||
| 2026-02-17 | 13F | Parallax Volatility Advisers, L.P. | 3.750 | 0,00 | 304 | 11,76 | ||||
| 2026-02-17 | 13F | Parallax Volatility Advisers, L.P. | Put | 1.600 | 0,00 | 130 | 11,21 | |||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 1.319 | 0,00 | 0 | |||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 439.095 | 8,56 | 35.633 | 20,50 | ||||
| 2026-01-15 | 13F | Rebalance, Llc | 14.709 | 27,31 | 1.194 | 42,02 | ||||
| 2026-01-29 | 13F | Quest 10 Wealth Builders, Inc. | 1.569 | 0,00 | 127 | 11,40 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 13.136.955 | 2,02 | 1.066.327 | 13,80 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 146.475 | 0,16 | 11.889 | 11,73 | ||||
| 2026-02-12 | 13F | Keystone Financial Services | 65.207 | 44,31 | 5.293 | 60,95 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 6.920 | 129,75 | 610 | 150,00 | ||||
| 2026-02-13 | 13F | Quattro Advisors LLC | 906 | 74 | ||||||
| 2026-02-13 | 13F | Acumen Wealth Advisors, LLC | 2.666 | 216 | ||||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 723.987 | -0,73 | 58.766 | 10,73 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 68.719 | 20,47 | 5.578 | 34,39 | ||||
| 2026-01-23 | 13F | Inlight Wealth Management, LLC | 1.606 | 0,00 | 130 | 12,07 | ||||
| 2026-02-09 | 13F | Arnhold LLC | 1.757.254 | 0,00 | 142.636 | 11,54 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 19.068 | -9,50 | 1.558 | 2,50 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 1.721.476 | 0,84 | 139.732 | 12,48 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 2.270 | 200 | ||||||
| 2026-02-02 | 13F | Bull Oak Capital, LLC | 94.637 | -1,31 | 7.682 | 10,09 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 61.500 | -2,32 | 4.991 | 8,95 | ||||
| 2026-02-10 | 13F | Nomura Asset Management Co Ltd | 115.915 | -6,83 | 9.409 | 3,92 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 86.051 | -5,10 | 7.586 | 3,07 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 287 | 23 | ||||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 134.802 | -1,55 | 10.942 | 9,81 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 6.605 | 536 | ||||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 2.750 | 242 | ||||||
| 2025-11-07 | 13F | Synovus Financial Corp | 57.248 | 1,49 | 4.166 | 18,42 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 725 | 0,00 | 59 | 11,54 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 290.563 | 35,59 | 23.585 | 51,24 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 32.685 | 23,84 | 2.653 | 38,18 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | Put | 72.500 | 0,00 | 103 | -61,94 | |||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 153.998 | 1,69 | 12.500 | 9,99 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 428.477 | 25,10 | 35 | 41,67 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 116.582 | -7,00 | 9.461 | 3,63 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 18.567 | -10,60 | 1.507 | -0,26 | ||||
| 2026-02-09 | 13F | Strategic Financial Concepts, LLC | 29.563 | 2.400 | ||||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 9.022 | -17,15 | 795 | -9,97 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 2.410.855 | 0,46 | 195.689 | 12,06 | ||||
| 2026-01-29 | 13F | Comerica Bank | 518.042 | 56,57 | 42.049 | 74,64 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 13.521 | -52,65 | 1.098 | -47,21 | ||||
| 2026-02-13 | 13F | Meridian Wealth Partners, LLC | 4.554 | 0,89 | 370 | 12,50 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 66.600 | -0,36 | 5.406 | 11,12 | ||||
| 2026-02-17 | 13F | Stokes Family Office, LLC | 11.615 | 5,74 | 943 | 17,90 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 92.695 | 504,31 | 7.524 | 574,19 | ||||
| 2025-10-30 | 13F | Traub Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 1.261.497 | 4,03 | 102.396 | 16,03 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 320.709 | 63,98 | 26.032 | 82,90 | ||||
| 2026-01-27 | 13F | WealthCollab, LLC | 7.282 | 5,32 | 591 | 17,50 | ||||
| 2026-04-08 | 13F | Exchange Bank | 11.677 | 16,90 | 1.029 | 27,04 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 11.205 | 3,27 | 815 | 20,56 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 3.776 | 1,45 | 333 | 9,93 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 9.548 | 842 | ||||||
| 2026-02-13 | 13F | Alchemi Wealth, LLC | 3.405 | 276 | ||||||
| 2026-04-14 | 13F | West Branch Capital LLC | 6.630 | 0,00 | 585 | 8,55 | ||||
| 2026-01-23 | 13F | LOM Asset Management Ltd | 31.500 | 0,00 | 2.557 | 11,52 | ||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 3.829 | -0,57 | 311 | 10,71 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 20.045 | 2.201,38 | 1.627 | 2.482,54 | ||||
| 2026-04-06 | 13F | CX Institutional | 5.406 | -14,50 | 0 | |||||
| 2026-02-13 | 13F | Banco Santander, S.A. | 15.300 | 1.242 | ||||||
| 2026-02-10 | 13F | COFG Advisors, LLC | 8.149 | 661 | ||||||
| 2026-04-13 | 13F | Foster Group, Inc. | 5.006 | -2,34 | 441 | 6,01 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 3.845 | -5,37 | 339 | 2,74 | ||||
| 2026-02-10 | 13F | David R. Rahn & Associates Inc. | 52.769 | 6,96 | 4.283 | 19,30 | ||||
| 2026-02-11 | 13F | Sunrise Financial Services, LLC | 291 | 24 | ||||||
| 2025-10-30 | 13F | Mizuho Securities Co. Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 70 | 0,00 | 6 | 0,00 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 10.941 | 6,38 | 888 | 18,72 | ||||
| 2026-02-13 | 13F | Clarkston Capital Partners, LLC | 2.925 | 0,00 | 237 | 11,79 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 710 | 0,00 | 63 | 8,77 | ||||
| 2026-02-17 | 13F | Fairview Capital Investment Management, Llc | 146.836 | -4,08 | 11.919 | 6,99 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 24.145 | 0,41 | 2.129 | 9,07 | ||||
| 2026-01-23 | 13F | FSM Wealth Advisors, LLC | 8.256 | 0,82 | 670 | 12,61 | ||||
| 2026-02-13 | 13F | Vernal Point Advisors, LLC | 84.629 | 0,00 | 6.869 | 11,55 | ||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 7.670 | 478 | ||||||
| 2026-02-13 | 13F | Capital & Planning, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | StoneX Group Inc. | 8.733 | 23,80 | 716 | 39,38 | ||||
| 2026-02-03 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16.122 | -17,42 | 1.315 | -7,46 | ||||
| 2026-02-13 | 13F | Whalerock Point Partners, Llc | 7.811 | 0,00 | 634 | 11,62 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 64.039 | 8,69 | 5.198 | 21,25 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 66.443 | 6,64 | 5.393 | 18,95 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 1.520 | 0,00 | 134 | 8,94 | ||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 81.474 | 1,65 | 7.183 | 10,41 | ||||
| 2026-01-27 | 13F | Fiscal Wisdom Wealth Management, LLC | 2.918 | 237 | ||||||
| 2026-01-21 | 13F | Inlet Private Wealth, LLC | 38.929 | -0,26 | 3.160 | 11,23 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 1.104 | -19,18 | 90 | -10,10 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 34 | 0,00 | 3 | 0,00 | ||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 5.343 | -15,35 | 471 | -8,01 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 284.994 | -16,02 | 25.125 | -8,78 | ||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 8.464 | 0,00 | 687 | 11,71 | ||||
| 2026-01-27 | 13F | Osborne Partners Capital Management, Llc | 176.107 | -3,42 | 14.295 | 7,73 | ||||
| 2026-04-22 | 13F | Wallington Asset Management, LLC | 278.308 | -2,10 | 24.536 | 6,33 | ||||
| 2026-01-12 | 13F | Robinson Value Management, Ltd. | 59.842 | -1,30 | 4.857 | 10,11 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 6.253 | -9,53 | 508 | 0,80 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 119.780 | -4,91 | 10.560 | 3,28 | ||||
| 2026-02-13 | 13F | Schf (gpe), Llc | 3.163.660 | 0,00 | 256.794 | 111.549,57 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 92.892 | -10,18 | 8.189 | -2,44 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 74.796 | -6,88 | 6.594 | 1,15 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 595.990 | -8,19 | 52.542 | -0,28 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 899 | -52,86 | 79 | -48,70 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 467 | -1,06 | 38 | 8,82 | ||||
| 2026-02-12 | 13F | TopTier Wealth Management, LLC | 12.988 | 1.054 | ||||||
| 2026-01-06 | 13F | Arlington Capital Management, Inc. | 197.853 | 0,20 | 16.060 | 11,76 | ||||
| 2026-02-17 | 13F | Ibex Wealth Advisors | 18.359 | 3,71 | 1.490 | 15,68 | ||||
| 2026-02-13 | 13F | Ridge Creek Global, Inc | 60.206 | 4.887 | ||||||
| 2026-02-13 | 13F | Kilter Group LLC | 29.341 | -2,65 | 2.382 | 8,57 | ||||
| 2026-02-06 | 13F | Great Diamond Partners, LLC | 7.047 | -11,55 | 572 | -1,21 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 3.492 | 22,01 | 313 | 34,91 | ||||
| 2026-01-09 | 13F | Westview Management dba Westview Investment Advisors | 4.500 | 365 | ||||||
| 2026-02-11 | 13F | West Family Investments, Inc. | 422.171 | -7,38 | 34.436 | 3,33 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 5.858 | -44,94 | 0 | |||||
| 2026-01-27 | 13F | Mainstay Capital Management Llc /adv | 1.453.465 | 93,34 | 117.978 | 115,66 | ||||
| 2026-02-05 | 13F | Clarion Wealth Managment Partners, LLC | 17.678 | -2,56 | 1.435 | 8,64 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.083.477 | 118,73 | 87.925 | 142,62 | ||||
| 2026-02-17 | 13F | Integrated Advisors Network LLC | 49.828 | -9,07 | 4.045 | 1,43 | ||||
| 2026-02-17 | 13F | NewSquare Capital LLC | 38.928 | -14,89 | 3.160 | -5,08 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 3.171 | 0,00 | 280 | 8,56 | ||||
| 2026-02-13 | 13F | Walleye Trading LLC | Put | 13.300 | -53,17 | 1.080 | -47,77 | |||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Walleye Trading LLC | Call | 111.100 | 52,40 | 9.018 | 70,00 | |||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1.105 | 0,00 | 97 | 8,99 | ||||
| 2026-02-13 | 13F | Walleye Trading LLC | 1.954 | 159 | ||||||
| 2025-11-06 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 122.904 | -1,66 | 9.976 | 9,70 | ||||
| 2026-01-27 | 13F | Retirement Income Solutions, Inc | 3.172 | 0,00 | 257 | 11,74 | ||||
| 2026-01-21 | 13F | Graham Capital Wealth Management, Llc | 12.032 | -2,59 | 977 | 8,69 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 10.126 | -5,36 | 893 | 2,76 | ||||
| 2025-11-12 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 4.195 | 17,31 | 370 | 27,24 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Hanlon Investment Management, Inc. | 4.124 | -8,62 | 335 | 1,83 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 747.707 | 27,29 | 60.691 | 41,98 | ||||
| 2026-01-05 | 13F | Commons Capital, Llc | 3.807 | 309 | ||||||
| 2026-02-03 | 13F | Baker Boyer National Bank | 6.293 | 6,75 | 511 | 19,16 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 75.726 | 4,26 | 6.147 | 16,29 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 14.231 | -0,73 | 1.255 | 7,82 | ||||
| 2026-02-10 | 13F | Argent Trust Co | 84.467 | 3,17 | 6.856 | 15,09 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 7.169 | 582 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 94.707 | -49,80 | 8.349 | -45,47 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 3.863 | -11,03 | 341 | -3,41 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 50.123 | -59,83 | 4.419 | -56,38 | ||||
| 2026-04-14 | 13F | Legacy Trust | 3.465 | 305 | ||||||
| 2026-01-26 | 13F | Townsend & Associates, Inc | 161.898 | -0,49 | 14.038 | 8,36 | ||||
| 2026-02-02 | 13F | Blalock Williams, Llc | 5.380 | 17,29 | 437 | 30,93 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 30.270.516 | -1,72 | 2.457.058 | 9,63 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 2.700 | 7,53 | 219 | 20,33 | ||||
| 2026-04-22 | 13F | Vicus Capital | 26.754 | -21,06 | 2.359 | -14,25 | ||||
| 2026-02-12 | 13F | Altiora Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 29.725 | 25,71 | 2.413 | 40,23 | ||||
| 2026-04-23 | 13F | CWM Advisors, LLC | 121 | 0,00 | 11 | 11,11 | ||||
| 2026-02-11 | 13F | Clifford Swan Investment Counsel Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 18.692 | 13,30 | 1.517 | 26,42 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 54.670 | 13,57 | 4.438 | 26,70 | ||||
| 2026-01-28 | 13F | United Asset Strategies, Inc. | 8.497 | -40,12 | 690 | -33,24 | ||||
| 2026-01-28 | 13F | Clarity Financial LLC | 9.428 | -5,90 | 765 | 4,94 | ||||
| 2026-01-30 | 13F | Durante & Waters, Llc | 7.380 | 2,50 | 599 | 14,53 | ||||
| 2026-02-10 | 13F | Core Wealth Advisors, Llc | 23 | 2 | ||||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 1.000 | 0,00 | 88 | 8,64 | ||||
| 2026-02-17 | 13F | Lazard Asset Management Llc | 5.702 | 463 | ||||||
| 2026-02-13 | 13F | Bluedoor Private Wealth, Llc | 54.981 | 4.463 | ||||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 62.038 | 54,44 | 5.036 | 72,25 | ||||
| 2026-01-13 | 13F | Argentarii, LLC | 71.525 | 5.806 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 154.264 | 91,79 | 13.600 | 108,32 | ||||
| 2026-02-17 | 13F | Tcw Group Inc | 7.595 | 616 | ||||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 6.006 | 529 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 779.157 | 8,46 | 63.277 | 21,05 | ||||
| 2026-02-17 | 13F | Courage Capital Management Llc | 28.000 | 0,00 | 2 | 0,00 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 25.592 | -16,02 | 2.256 | -8,77 | ||||
| 2026-02-02 | 13F | Nkcfo Llc | 279.400 | 0,00 | 23 | 10,00 | ||||
| 2026-02-05 | 13F | Compass Financial Group, Inc. | 42.972 | -3,34 | 3.488 | 7,82 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 761 | 0,00 | 67 | 9,84 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 11.054 | 0,45 | 975 | 9,07 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 53.797 | 15,26 | 4.743 | 25,18 | ||||
| 2026-01-20 | 13F | Wealth Management Associates, Inc. | 17.768 | -0,56 | 1.442 | 10,92 | ||||
| 2026-02-02 | 13F | Summit Place Financial Advisors, LLC | 104.003 | -4,82 | 8.442 | 6,16 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 2.787 | 246 | ||||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 262.168 | -37,88 | 21.280 | -30,71 | ||||
| 2026-02-03 | 13F | Pilgrim Partners Asia Pte Ltd | 26.890 | 35,60 | 2.183 | 51,21 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 9.000 | -0,86 | 793 | 7,74 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 142.136 | -1,91 | 12.531 | 6,53 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 36.756 | 0,00 | 3.240 | 8,62 | ||||
| 2026-02-17 | 13F | Northern Trust Corp | 4.539.672 | 5,29 | 368.485 | 17,45 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 159.080 | -14,45 | 14.024 | -7,09 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 43.470 | -30,64 | 2.558 | -49,72 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 107.106 | 29,41 | 8.694 | 44,35 | ||||
| 2026-02-17 | 13F | Schrum Private Wealth Management LLC | 7.450 | 3,23 | 605 | 15,05 | ||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 2.571 | 0,00 | 227 | 8,65 | ||||
| 2026-01-21 | 13F | Y.D. More Investments Ltd | 28.000 | 0,00 | 2.273 | 11,54 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 8.061 | -0,12 | 711 | 8,40 | ||||
| 2026-04-13 | 13F | Mkd Wealth Coaches, Llc | 4.654 | 0,00 | 410 | 8,75 | ||||
| 2026-02-13 | 13F | Financial Sense Advisors, Inc. | 66.128 | -6,83 | 5.368 | 3,93 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 900 | -10,00 | 73 | 1,39 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 15.492 | 0,28 | 1.366 | 8,94 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 15.982 | -7,12 | 1.409 | 0,86 | ||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 7.276 | -2,68 | 591 | 8,46 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 14.628 | -15,76 | 1.187 | -6,02 | ||||
| 2026-02-13 | 13F | Genesis Wealth Advisors, LLC | 6.326 | 0,00 | 513 | 11,52 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | Call | 1.000 | 65 | |||||
| 2026-04-16 | 13F | True Vision MN LLC | 14.044 | -61,89 | 1.238 | -58,60 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 333 | 29 | ||||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 5.648.490 | 0,39 | 458.489 | 11,98 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 2.866 | -31,53 | 253 | -25,66 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 4.560 | 2,10 | 402 | 11,05 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 102.884 | 0,62 | 7.533 | 1,24 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 8.520 | 2,72 | 751 | 11,59 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 35.110 | 0,00 | 3.095 | 8,60 | ||||
| 2026-02-13 | 13F | Potomac Fund Management Inc /adv | 5.352 | -18,61 | 434 | -9,21 | ||||
| 2026-02-13 | 13F | Chevy Chase Trust Holdings, Inc. | 1.611.822 | -4,66 | 130.832 | 6,35 | ||||
| 2026-02-04 | 13F | Nwam Llc | 16.123 | -13,65 | 1.502 | -0,99 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 5.131 | 0,00 | 416 | 11,53 | ||||
| 2026-02-17 | 13F | Jump Financial, LLC | 16.531 | 1.342 | ||||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 22.368 | 7,67 | 1.816 | 20,12 | ||||
| 2026-02-12 | 13F | Miller Financial Services LLC | 2.727 | -1,45 | 221 | 9,95 | ||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 3.382 | 0,00 | 255 | 20,95 | ||||
| 2026-02-17 | 13F | Css Llc/il | 197.260 | 6,49 | 16.012 | 18,78 | ||||
| 2026-02-06 | 13F | Associated Banc-corp | 2.964 | 7,74 | 241 | 20,00 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 5.221 | 68,69 | 460 | 83,27 | ||||
| 2026-02-13 | 13F | LiftPoint Family Wealth Advisors LLC | 15.639 | 1.269 | ||||||
| 2026-04-20 | 13F | Courier Capital Llc | 42.659 | -10,46 | 3.761 | -2,77 | ||||
| 2026-02-17 | 13F | Sherman Porfolios, Llc | 4.279 | 347 | ||||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 5.133 | -0,98 | 453 | 7,62 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 345.594 | -1,04 | 30.468 | 7,48 | ||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 5.624 | 801,28 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 154.152 | -24,65 | 13.590 | -18,16 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 2.474 | 0,00 | 223 | 11,50 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 1.015 | 34,08 | 82 | 49,09 | ||||
| 2026-02-17 | 13F | Creative Planning | 790.808 | -0,02 | 64.190 | 11,52 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 28.459 | -4,80 | 2.310 | 6,21 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 7.735 | 1,05 | 628 | 12,57 | ||||
| 2026-04-21 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | DT Investment Partners, LLC | 202.811 | -0,91 | 16.462 | 10,54 | ||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 284 | 23 | ||||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 62.651 | 176,15 | 5.085 | 208,18 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 101.644 | 19,34 | 8.250 | 33,13 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 231.074 | -10,01 | 20.371 | -2,26 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | Call | 1.000 | -33,33 | 4 | -70,00 | |||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 3.435 | 0,00 | 303 | 8,63 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 109.312 | 56,24 | 9.637 | 69,71 | ||||
| 2026-02-17 | 13F | First Manhattan Co | 20.966 | 48,70 | 1.702 | 65,79 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 5.260 | 6,56 | 427 | 11,81 | ||||
| 2026-01-29 | 13F | China Universal Asset Management Co., Ltd. | 77.000 | 67,39 | 6.250 | 86,73 | ||||
| 2026-02-03 | 13F | D.B. Root & Company, LLC | 3.707 | 0,00 | 301 | 11,52 | ||||
| 2026-03-04 | 13F | Compass Financial Group, Inc. (Ohio) | 7.610 | 618 | ||||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 4.515 | 0,00 | 398 | 8,74 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 2.830 | 0,00 | 249 | 8,73 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 10.441 | -8,07 | 921 | -0,11 | ||||
| 2026-02-09 | 13F | Prairie Wealth Advisors, Inc. | 0 | -100,00 | 9.546 | 7,25 | ||||
| 2026-01-27 | 13F | Lodestar Private Asset Management Llc | 2.818 | 229 | ||||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 52.162 | 6,82 | 4.234 | 19,14 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 58.347 | -0,09 | 4.738 | 11,51 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 32.020 | -11,82 | 2.599 | -1,63 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 151.645 | -6,56 | 13.369 | 1,49 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 55 | 0,00 | 4 | 0,00 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 6.450 | 1,32 | 524 | 12,96 | ||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 11.300 | -0,19 | 917 | 11,42 | ||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 2.499 | 203 | ||||||
| 2026-01-28 | 13F | Kanawha Capital Management Llc | 24.732 | 21,91 | 2.007 | 35,98 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 971.659 | 4,88 | 85.661 | 13,91 | ||||
| 2026-04-24 | 13F | Whelan Financial | 6.914 | 98,74 | 610 | 115,96 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 17.158 | 3,49 | 1.393 | 15,42 | ||||
| 2026-02-04 | 13F | Tsfg, Llc | 166.259 | 10,98 | 13 | 30,00 | ||||
| 2026-02-09 | 13F | Regimen Wealth, Llc | 8.958 | -0,96 | 727 | 10,65 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 3.538.226 | 0,60 | 287.198 | 112.526,27 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 9.006 | 38,87 | 794 | 50,76 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 31.432 | 10,28 | 2.551 | 23,00 | ||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 113.927 | -4,50 | 9.247 | 6,53 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 35.457 | -61,62 | 3.126 | -58,33 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 23.440 | 36,33 | 2.066 | 48,10 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 20.438 | 5,74 | 1.659 | 17,92 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 874.505 | -36,09 | 77 | -30,63 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 4.150 | 6,00 | 337 | 18,31 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 2.705 | 238 | ||||||
| 2026-02-12 | 13F | Wescott Financial Advisory Group, LLC | 14.006 | 0,00 | 1.137 | 11,48 | ||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 39.861 | -17,86 | 3.236 | -8,38 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 5.261 | 160,32 | 464 | 182,32 | ||||
| 2026-02-10 | 13F | Three Bridge Wealth Advisors, LLC | 197.895 | -0,39 | 16.063 | 11,11 | ||||
| 2025-11-13 | 13F | Promus Capital, LLC | 69.211 | 0,00 | 5.036 | 16,71 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 20.224 | 0,44 | 1.783 | 9,06 | ||||
| 2026-02-04 | 13F | Oxbow Advisors, LLC | 802.424 | -12,03 | 65.133 | -1,88 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 19.567 | 98,85 | 1.588 | 121,79 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 32.753 | -0,80 | 2.659 | 10,66 | ||||
| 2026-02-17 | 13F | Fmr Llc | 22.414.658 | 1,93 | 1.819.398 | 13,70 | ||||
| 2026-02-06 | 13F | Americana Partners, LLC | 27.609 | 1,43 | 2.241 | 13,18 | ||||
| 2026-01-28 | 13F | Cadinha & Co Llc | 526.701 | -0,38 | 42.752 | 11,12 | ||||
| 2026-04-24 | 13F | Mackay Shields Llc | 390.150 | -17,86 | 34.396 | -10,79 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 24.845 | 2.190 | ||||||
| 2026-02-20 | 13F | White Knight Strategic Wealth Advisors, LLC | 8.769 | 45,21 | 712 | 61,96 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 77.933 | 379,91 | 6.871 | 421,24 | ||||
| 2026-04-17 | 13F | Bellecapital International Ltd. | 50.605 | 5,43 | 4.461 | 14,53 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 33.668 | -1,66 | 2.728 | 9,47 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 4.301 | 27,25 | 379 | 38,32 | ||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 121.576 | -0,58 | 9.868 | 10,90 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 760 | 0,00 | 62 | 10,91 | ||||
| 2026-01-13 | 13F | Two West Capital Advisors LLC | 7.035 | 1,91 | 571 | 7,13 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 940 | 0,00 | 76 | 11,76 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 256 | 0,00 | 23 | 10,00 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 25.976 | 96,40 | 2.108 | 119,13 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 1.267 | 18,74 | 103 | 32,47 | ||||
| 2026-02-10 | 13F | Fiduciary Family Office, Llc | 5.249 | 0,00 | 426 | 11,81 | ||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 43.540 | 6,50 | 3.534 | 18,83 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 36.623 | 17,60 | 3.229 | 20,04 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 2.796 | 251 | ||||||
| 2026-01-27 | 13F | Birch Hill Investment Advisors LLC | 9.652 | 0,00 | 783 | 11,54 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 1.162.978 | -3,54 | 94.399 | 7,59 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 24.966 | -0,99 | 2.026 | 10,47 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 6.883 | 0,00 | 607 | 8,60 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 36.011 | -47,76 | 2.923 | -41,73 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 5.943 | -99,05 | 482 | -98,95 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 71.807 | -12,82 | 6.331 | -5,31 | ||||
| 2026-02-06 | 13F | Resona Asset Management Co.,Ltd. | 135.608 | 0,00 | 11.007 | 11,54 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 828 | 0,00 | 67 | 11,67 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 6.614 | 5,39 | 537 | 17,54 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 65.098 | 26,86 | 5.739 | 37,79 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 381.987 | -4,49 | 31.006 | 6,54 | ||||
| 2026-01-23 | 13F | Arbor Investment Advisors, LLC | 3.152 | -10,23 | 256 | 0,00 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 766 | 0,00 | 68 | 8,06 | ||||
| 2026-01-27 | 13F | Summit Financial Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 7.760 | 0,00 | 630 | 11,52 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 5.564 | -7,44 | 491 | 0,62 | ||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 48.047 | 0,00 | 4.236 | 8,62 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 3.648 | 0,41 | 322 | 9,18 | ||||
| 2026-04-20 | 13F | Verus Financial Partners, Inc. | 30.161 | 0,00 | 2.719 | -5,26 | ||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 98.209 | 26,74 | 8.482 | 41,39 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 9.250 | -4,64 | 815 | 3,56 | ||||
| 2026-02-25 | 13F | Tempo Wealth, LLC | 4.908 | 398 | ||||||
| 2026-02-17 | 13F | Hyposwiss Advisors SA | 4.090 | 332 | ||||||
| 2026-02-05 | 13F | Bessemer Group Inc | 92.131 | -0,35 | 7 | 16,67 | ||||
| 2026-02-04 | 13F | BEAM Asset Management, LLC | 17.531 | -1,51 | 1.423 | 9,81 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 3.461 | 0,00 | 305 | 8,93 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 6.313 | -2,92 | 512 | 8,25 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 21.650 | -2,42 | 1.909 | 5,94 | ||||
| 2026-04-15 | 13F | Wormser Freres Gestion | 35.220 | 14,41 | 3.105 | 21,82 | ||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 278.128 | -0,53 | 22.576 | 10,95 | ||||
| 2026-02-06 | 13F/A | Rathbone Brothers plc | 54.428 | -8,17 | 4.418 | 2,41 | ||||
| 2026-04-27 | 13F | Rochester Wealth Strategies, LLC | 83.839 | -17,43 | 7.391 | -10,31 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 5.904.081 | 1,55 | 479.234 | 13,27 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 28.368 | -34,60 | 2.303 | -27,06 | ||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 95.433 | 1,05 | 7.746 | 12,72 | ||||
| 2026-01-30 | 13F | Arrien Investments, Inc. | 7.500 | 0,00 | 609 | 11,56 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 5.035 | 0,00 | 409 | 11,48 | ||||
| 2026-02-06 | 13F | Forefront Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 14.547 | -12,24 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 3.636 | -21,57 | 0 | -100,00 | ||||
| 2026-01-27 | 13F | Sterling Financial Planning, Inc. | 257.929 | -5,64 | 20.936 | 5,25 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 715 | 0,00 | 63 | 8,62 | ||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 62.675 | 4,58 | 5.087 | 16,65 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 228.581 | 1,64 | 18.554 | 13,37 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 61.912 | 130,95 | 5.025 | 157,69 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 13.301 | 0,19 | 1.173 | 8,82 | ||||
| 2026-02-13 | 13F | Centerpoint Advisors, LLC | 1.014 | 0,00 | 0 | |||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 3.303 | -16,84 | 291 | -9,63 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 22.497 | -21,48 | 1.983 | -14,71 | ||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 4.650 | -5,78 | 377 | 5,01 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 16.727 | 10,26 | 1.475 | 19,74 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 4.797 | -14,95 | 423 | -7,66 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 3.264 | 0,00 | 265 | 11,39 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 24.895.743 | 0,24 | 2.020.788 | 11,81 | ||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 6.839 | 0,13 | 603 | 8,66 | ||||
| 2026-01-16 | 13F | Worth Financial Advisory Group, LLC | 19.567 | 1.588 | ||||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 35.190 | 1,27 | 3.102 | 10,00 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 8.201 | 79,30 | 740 | 99,46 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 483.758 | 3,06 | 42.648 | 11,93 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 9.853 | -6,12 | 800 | 4,72 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 534.548 | 0,25 | 47.126 | 8,88 | ||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 5.930 | 14,52 | 481 | 27,93 | ||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 4.639 | 377 | ||||||
| 2026-02-11 | 13F | Boyer & Corporon Wealth Management, LLC | 298.176 | 24.203 | ||||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 3.796 | 9,39 | 308 | 22,22 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 480 | 0,00 | 39 | 11,76 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 20.276 | -29,43 | 1.788 | -23,37 | ||||
| 2025-11-13 | 13F | Texas Capital Bancshares Inc/tx | 1.222 | 89 | ||||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 55.665 | -28,11 | 4.518 | -19,81 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 4.224 | 17,89 | 343 | 31,54 | ||||
| 2026-04-24 | 13F | United Community Bank | 40.841 | -19,42 | 3.601 | -12,49 | ||||
| 2026-02-13 | 13F | Veridan Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 55.025 | 4,18 | 4.466 | 16,21 | ||||
| 2026-02-11 | 13F | Lyell Wealth Management, Lp | 3.517 | 0,00 | 285 | 11,76 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 423.089 | -1,47 | 34.342 | 9,90 | ||||
| 2026-04-14 | 13F | Valicenti Advisory Services Inc | 4.180 | -7,21 | 0 | |||||
| 2026-02-09 | 13F | Hutchinson Capital Management/ca | 23.132 | 0,00 | 1.878 | 11,53 | ||||
| 2026-02-12 | 13F | Crcm Lp | 719.722 | 83,28 | 58.420 | 104,44 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 5.540 | 450 | ||||||
| 2026-04-14 | 13F | Bayshore Capital Advisors, LLC | 28.370 | 2.501 | ||||||
| 2026-04-10 | 13F | First Bank & Trust | 13.985 | 3,16 | 1.233 | 12,00 | ||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 3.191 | -29,09 | 259 | -21,10 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 27 | 0,00 | 2 | 0,00 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 312 | 25 | ||||||
| 2026-02-10 | 13F | MainStreet Investment Advisors LLC | 14.421 | -50,45 | 1.171 | -44,76 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 12.908 | 12,37 | 1.048 | 25,39 | ||||
| 2026-01-21 | 13F | Pacific Point Advisors, LLC | 68.862 | 0,00 | 5.590 | 11,53 | ||||
| 2026-01-28 | 13F | Grant Street Asset Management, Inc. | 3.421 | -90,01 | 278 | -88,88 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 671.733 | -0,13 | 59.220 | 8,47 | ||||
| 2026-02-04 | 13F | Fourth Dimension Wealth, LLC | 449 | 4,66 | 36 | 16,13 | ||||
| 2026-04-17 | 13F | Values First Advisors, Inc. | 23.891 | 10,22 | 2.106 | 19,73 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 48.397 | 3.928 | ||||||
| 2026-01-21 | 13F | South Shore Capital Advisors | 10.566 | 858 | ||||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 4.435 | -0,85 | 403 | 20,30 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 9.129 | -47,99 | 805 | -43,54 | ||||
| 2026-04-22 | 13F | Louisbourg Investments Inc. | 140 | 0,00 | 12 | 9,09 | ||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | Silverleafe Capital Partners, LLC | Call | 16.900 | 1.490 | |||||
| 2026-04-02 | 13F | Silverleafe Capital Partners, LLC | 115.882 | -6,52 | 10.216 | 1,53 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 117.141 | -7,16 | 9.508 | 3,55 | ||||
| 2025-11-14 | 13F | EFG Asset Management (Americas) Corp. | 154.906 | -0,81 | 11.273 | 15,74 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 15.344 | 1,86 | 1.353 | 10,64 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 7.455 | 0,19 | 605 | 11,83 | ||||
| 2026-02-11 | 13F | Cypress Capital Group | 274.500 | 1,48 | 22.281 | 13,19 | ||||
| 2026-02-04 | 13F | Hirtle Callaghan & Co LLC | 11.452 | -7,66 | 930 | 2,99 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 5.213 | -4,58 | 460 | 3,61 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 42.615 | 1,14 | 3.757 | 9,82 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 3.064 | 0,00 | 270 | 8,87 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 31.027 | -6,72 | 2.735 | 1,33 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 4.525 | 0,00 | 399 | 8,45 | ||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 3.385 | -49,29 | 218 | -46,29 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 5.209 | -2,40 | 459 | 6,00 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 878 | 3,29 | 71 | 16,39 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 5.494 | 1,53 | 484 | 10,25 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 5.381 | -4,66 | 437 | 6,34 | ||||
| 2026-01-26 | 13F | Frankly Finances, LLC | 15.868 | 1.288 | ||||||
| 2026-01-27 | 13F | Beacon Bridge Wealth Partners, LLC | 66.804 | 52,39 | 5.422 | 69,97 | ||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 2.199 | -29,18 | 178 | -20,89 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 12.814 | 29,29 | 1.130 | 40,42 | ||||
| 2026-01-29 | 13F | Solidarilty Wealth, LLC | 7.087 | 0,00 | 575 | 11,65 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 252.905 | -6,49 | 20.528 | 4,31 | ||||
| 2026-02-14 | 13F | American Trust | 38.446 | -39,79 | 3.121 | -32,85 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 1.730 | -9,90 | 153 | -1,94 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 4.819 | 0,00 | 391 | 11,71 | ||||
| 2026-01-22 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 2.915 | 0,00 | 237 | 7,76 | ||||
| 2026-02-11 | 13F | Lifestyle Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 4.441 | 66,58 | 360 | 85,57 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 4.422 | -10,59 | 359 | -0,28 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 3.229 | 13,94 | 262 | 27,18 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 1.008 | 0,80 | 82 | 12,50 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 1.565 | 0,00 | 127 | 12,39 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 6.290 | -3,94 | 511 | 7,14 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 91.739 | -3,37 | 8.088 | 4,94 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 11.820 | 0,00 | 1.042 | 8,65 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 1.044.313 | 44,01 | 84.767 | 60,64 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 1.051 | -12,49 | 85 | -2,30 | ||||
| 2026-02-10 | 13F | Advisor Resource Council | 10.976 | 961 | ||||||
| 2026-02-05 | 13F | Isthmus Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2.735.976 | 3,19 | 222.079 | 15,10 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 64.780 | -3,30 | 5.812 | 6,39 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 40.893 | 8,97 | 3.319 | 21,58 | ||||
| 2026-02-10 | 13F | Sittner & Nelson, Llc | 816 | 76 | ||||||
| 2026-01-14 | 13F | WESPAC Advisors, LLC | 33.656 | 25,24 | 2.732 | 39,69 | ||||
| 2026-02-05 | 13F | R.P. Boggs & Co. | 8.748 | -4,53 | 710 | 6,61 | ||||
| 2026-01-22 | 13F | TSA Wealth Managment LLC | 75.630 | -2,96 | 6.139 | 8,23 | ||||
| 2026-02-13 | 13F | Truvestments Capital Llc | 759 | 3,12 | 62 | 15,09 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 45.991 | -9,98 | 4.055 | -2,22 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 248.381 | -14,28 | 21.897 | -6,90 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 1.350 | -0,22 | 110 | 11,22 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 77.191 | 6,07 | 6.266 | 18,30 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F/A | Virtue Capital Management, LLC | 2.812 | 229 | ||||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 4.840 | -12,27 | 427 | -4,70 | ||||
| 2026-01-23 | 13F | Actinver Wealth Management, Inc. | 20.840 | -12,11 | 1.692 | -1,97 | ||||
| 2026-01-30 | 13F | Valued Wealth Advisors LLC | 835 | -0,60 | 68 | 9,84 | ||||
| 2026-02-17 | 13F | Optiver Holding B.V. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 2.925 | -7,29 | 258 | 0,39 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 7.525 | -18,65 | 663 | -11,60 | ||||
| 2026-02-11 | 13F | Entelevest, LLC | 7.907 | 642 | ||||||
| 2026-02-13 | 13F | Independent Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Ameriflex Group, Inc. | 624 | 106,62 | 51 | 138,10 | ||||
| 2026-04-24 | 13F | Stegent Equity Advisors, Inc. | 7.832 | 0,00 | 690 | 8,66 | ||||
| 2026-02-11 | 13F | Ipsen Advisor Group LLC | 39.784 | -5,78 | 3.229 | 6,01 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 1.358.533 | -0,29 | 110.272 | 11,23 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 5.500 | -15,38 | 485 | -8,16 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 9.489 | 3,26 | 770 | 15,27 | ||||
| 2026-02-03 | 13F | Virtus Family Office LLC | 30.065 | 2,89 | 2.440 | 14,77 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 454 | 0,00 | 40 | 11,11 | ||||
| 2026-01-27 | 13F | TriaGen Wealth Management LLC | 88.982 | 0,91 | 7.223 | 12,56 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Calamos Wealth Management LLC | 4.486 | 44,06 | 364 | 61,06 | ||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 35.297 | 12,86 | 2.865 | 25,93 | ||||
| 2026-01-26 | 13F | DBK Financial Counsel, LLC | 5.517 | -9,35 | 448 | 1,13 | ||||
| 2026-02-24 | 13F | Avory & Company, LLC | 20.000 | 0,00 | 1.623 | 11,55 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 949.929 | 6,95 | 77.106 | 19,29 | ||||
| 2026-02-13 | 13F | Alliance Private Wealth, LLC | 4.708 | 438 | ||||||
| 2025-11-10 | 13F/A | Flaharty Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 417.576 | 5,38 | 33.895 | 17,55 | ||||
| 2025-11-12 | 13F | Alpha Zero LLC | 55.521 | 3,50 | 4.040 | 20,78 | ||||
| 2026-02-06 | 13F | Kingdom Financial Group LLC. | 1.200 | 97 | ||||||
| 2026-02-10 | 13F | Camden National Bank | 90.276 | -2,69 | 7.328 | 8,55 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 250 | 0,00 | 22 | 10,00 | ||||
| 2026-02-03 | 13F | Insight 2811, Inc. | 3.755 | -2,34 | 305 | 8,96 | ||||
| 2026-02-02 | 13F | B.O.S.S. Retirement Advisors, LLC | 3.074 | -34,62 | 250 | -27,19 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 27.491 | -3,18 | 2.424 | 5,16 | ||||
| 2026-02-10 | 13F | Twin Peaks Wealth Advisors, LLC | 30.709 | 11,14 | 2.937 | 46,07 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 21.158 | -12,19 | 1.865 | -4,60 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 438 | 0,00 | 37 | 12,50 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 20 | 0,00 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Allianz Se | 1.233.566 | 3,96 | 100.129 | 15,95 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 23.401 | -0,06 | 2 | 100,00 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 9.712 | -60,21 | 856 | -56,79 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 10.823 | -53,55 | 954 | -56,08 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 3.617.414 | -2,45 | 318.911 | 5,95 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 2.930 | 243,49 | 258 | 273,91 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 44.328 | -14,01 | 3.908 | -6,62 | ||||
| 2026-02-13 | 13F | Bank Of Nova Scotia | 21.481 | 110,58 | 1.744 | 134,91 | ||||
| 2026-02-17 | 13F | Evercore Wealth Management, LLC | 625.719 | 1,00 | 50.790 | 12,66 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 240.881 | 1,89 | 21.236 | 10,67 | ||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 5.577 | -4,96 | 453 | 5,85 | ||||
| 2026-04-13 | 13F | E Fund Management Co., Ltd. | 149.964 | -60,77 | 13.221 | -44,54 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 10.988 | 45,34 | 892 | 62,00 | ||||
| 2026-02-10 | 13F | Bruce G. Allen Investments, LLC | 1.930 | -7,03 | 157 | 3,31 | ||||
| 2026-02-10 | 13F | Meramec Financial Planners, LLC | 256 | 24 | ||||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 917.288 | -11,97 | 80.868 | -4,39 | ||||
| 2026-01-26 | 13F | Dynamic Financial Group | 7.602 | -3,37 | 617 | 7,87 | ||||
| 2025-11-14 | 13F | WNY Asset Management, LLC | 3.361 | 245 | ||||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 2.127.021 | -6,16 | 172.650 | 4,67 | ||||
| 2026-02-17 | 13F | Chokshi & Queen Wealth Advisors, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 24.187 | 5,79 | 2.449 | 41,34 | ||||
| 2026-04-10 | 13F | Granite FO LLC | 2.565 | 0,00 | 226 | 8,65 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 40.613 | -52,98 | 3.580 | -48,94 | ||||
| 2026-01-26 | 13F | West Wealth Group, LLC | 75.614 | 8,69 | 6.138 | 11,22 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 5.834 | -1,57 | 514 | 6,86 | ||||
| 2026-02-03 | 13F | Capital City Trust Co/fl | 2.806 | 0,00 | 228 | 11,27 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 6.845 | -1,98 | 603 | 6,54 | ||||
| 2026-04-22 | 13F | Quintet Private Bank (Europe) S.A. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 39.432 | 4,59 | 3.476 | 8,63 | ||||
| 2026-01-27 | 13F | Asset Management One Co., Ltd. | 30.050 | -14,27 | 2.444 | -4,16 | ||||
| 2026-02-10 | 13F | Garde Capital, Inc. | 58.935 | 11,02 | 4.784 | 23,85 | ||||
| 2026-02-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 17.369 | -5,79 | 1.409 | 6,10 | ||||
| 2026-02-03 | 13F | Mma Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 6.510 | -13,32 | 574 | -5,91 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 2.924 | -68,05 | 237 | -64,41 | ||||
| 2026-02-13 | 13F | Sargent Investment Group, LLC | 2.874 | 233 | ||||||
| 2026-02-12 | 13F | Elevation Wealth Management LLC | 2.765 | 224 | ||||||
| 2026-02-17 | 13F | Wealth Analytics Partners, LLC | 2.783 | 226 | ||||||
| 2026-02-24 | 13F | Astoria Portfolio Advisors LLC. | 8.638 | -8,38 | 851 | 18,52 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 12.500 | 0,00 | 1.102 | 8,68 | ||||
| 2026-04-22 | 13F | Ariston Services Group | 0 | -100,00 | 11.055 | 7,30 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 13.662 | 34,79 | 1.204 | 46,47 | ||||
| 2026-02-09 | 13F | Allstate Corp | 19.280 | -39,57 | 1.565 | -32,62 | ||||
| 2026-02-11 | 13F | Stirlingshire Investments, Inc. | 3.942 | 320 | ||||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 26.577 | 1,52 | 2.157 | 13,23 | ||||
| 2026-02-05 | 13F | Richard Young Associates, Ltd. | 2.538 | 206 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 68.727 | -1,45 | 6.059 | 7,03 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 1.954.113 | 3,02 | 159 | 14,49 | ||||
| 2026-01-29 | 13F | Howard Wealth Management, Llc | 2.872 | 2,13 | 233 | 14,22 | ||||
| 2026-02-17 | 13F | Asset Management Group, Inc. | 3.225 | 0,00 | 262 | 11,54 | ||||
| 2026-01-30 | 13F | Sage Rhino Capital Llc | 300.690 | -7,40 | 24.407 | 3,29 | ||||
| 2026-02-13 | 13F | TRUE Private Wealth Advisors | 36.905 | 0,03 | 2.996 | 11,59 | ||||
| 2026-01-23 | 13F | Journey Beyond Wealth, LLC | 2.525 | 205 | ||||||
| 2026-02-17 | 13F | Janus Henderson Group Plc | 2.915 | -61,46 | 237 | -57,09 | ||||
| 2026-02-11 | 13F | Atlanta Consulting Group Advisors, LLC | 3.484 | 0,00 | 283 | 11,46 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 8.152 | 0,00 | 719 | 8,62 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 2.756 | -3,30 | 224 | 7,73 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 5.187 | -19,42 | 421 | -10,04 | ||||
| 2026-01-20 | 13F | Meridian Investment Counsel Inc. | 123.047 | -1,55 | 9.988 | 9,81 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 60.999 | 0,00 | 4.951 | 11,56 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 350 | 0,00 | 28 | 12,00 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 25.659 | 186,18 | 2.262 | 211,14 | ||||
| 2026-01-27 | 13F | Horst & Graben Wealth Management LLC | 55.489 | -2,28 | 4.505 | 9,05 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 95.138 | -7,32 | 7.774 | 4,07 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 61.908 | 9,72 | 5.025 | 22,38 | ||||
| 2026-01-29 | 13F | Koa Wealth Management, LLC | 7.330 | 3,75 | 595 | 15,56 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 400.129 | -62,45 | 32.478 | -58,12 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 240.561 | -7,60 | 21.208 | 0,36 | ||||
| 2025-10-28 | 13F | Copperleaf Capital, LLC | 47.867 | 363,20 | 3.483 | 440,84 | ||||
| 2026-01-21 | 13F | West Paces Advisors Inc. | 4.815 | 0,00 | 391 | 11,43 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 600.475 | 30,71 | 34.140 | -12,72 | ||||
| 2026-01-07 | 13F | American Asset Management Inc. | 6.035 | 34,92 | 490 | 50,46 | ||||
| 2026-01-21 | 13F | Impact Investors, Inc | 139.968 | -6,68 | 11.361 | 4,10 | ||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 1.466 | -1,08 | 119 | 10,28 | ||||
| 2026-02-02 | 13F | Eq Wealth Advisors, Llc | 60.516 | -1,05 | 4.912 | 10,38 | ||||
| 2026-02-05 | 13F | S&co Inc | 17.174 | 0,00 | 1 | 0,00 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 206.671 | -4,16 | 16.775 | 6,90 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 4.295 | -9,04 | 379 | -1,31 | ||||
| 2026-04-15 | 13F | Sowa Financial Group, Inc. | 296.941 | -25,11 | 26 | -18,75 | ||||
| 2026-02-13 | 13F | First National Bank Of Omaha | 22.983 | 1.878 | ||||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 2.904 | 3,75 | 236 | 15,76 | ||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 126.067 | -26,21 | 11.114 | -19,85 | ||||
| 2026-04-22 | 13F | Sylvest Advisors, LLC | 2.800 | 0,00 | 247 | 8,37 | ||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 99.834 | -22,70 | 8.104 | -13,77 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 636.116 | 0,87 | 51.621 | 12,52 | ||||
| 2026-02-06 | 13F | Mjp Associates Inc /adv | 3.307 | 0,00 | 268 | 11,67 | ||||
| 2026-02-11 | 13F | Fund Evaluation Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-13 | 13F | Herold Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 4.813 | 391 | ||||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 26.970 | 0,23 | 2.378 | 8,84 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 247.820 | -6,71 | 21.848 | 1,32 | ||||
| 2026-01-23 | 13F | Avion Wealth | 871 | 0,00 | 0 | |||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 7.714 | 6,25 | 719 | 25,04 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 34.810 | -28,31 | 2.826 | -20,04 | ||||
| 2026-04-10 | 13F | Sulzberger Capital Advisors, Inc. | 3.031 | 0,00 | 267 | 8,54 | ||||
| 2026-02-10 | 13F | Eq Llc | 73.212 | 3,60 | 5.943 | 15,56 | ||||
| 2026-01-14 | 13F | Worth Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | Costello Asset Management, INC | 646 | 223,00 | 52 | 271,43 | ||||
| 2025-10-28 | 13F | Pinnacle Financial Partners Inc | 19.555 | -23,11 | 1.423 | -10,28 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 335 | 27 | ||||||
| 2026-02-10 | 13F | SCS Capital Management LLC | 27.159 | 217,35 | 2.204 | 254,34 | ||||
| 2026-01-13 | 13F | Stablepoint Partners, LLC | 143.183 | -3,18 | 11.622 | 8,00 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 2.106 | 0,00 | 186 | 8,82 | ||||
| 2026-01-27 | 13F | Checchi Capital Advisers, LLC | 358.431 | -13,58 | 29.094 | -3,61 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 12.338 | -1,60 | 1.088 | 6,88 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 67.884 | -28,10 | 5.510 | -19,80 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 6.997 | 22,99 | 617 | 33,62 | ||||
| 2026-02-10 | 13F | Madison Wealth Partners, Inc | 3.795 | -2,97 | 308 | 8,45 | ||||
| 2026-01-15 | 13F | 4J Wealth Management LLC | 32.291 | 0,29 | 2.621 | 11,87 | ||||
| 2026-02-12 | 13F | Lbmc Investment Advisors, Llc | 3.878 | 0,00 | 315 | 11,35 | ||||
| 2026-04-15 | 13F | Buttonwood Financial Group, LLC | 36.039 | -65,60 | 3.177 | -64,28 | ||||
| 2026-04-24 | 13F | Alken Asset Management Ltd. | 0 | |||||||
| 2026-02-17 | 13F | Family Management Corp | 65.329 | 12,99 | 5.303 | 26,03 | ||||
| 2026-02-13 | 13F | Clarity Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Tikvah Management LLC | 82.230 | 0,00 | 6.675 | 11,55 | ||||
| 2026-02-02 | 13F | Sunesis Advisors, LLC | 28.203 | 0,00 | 2.289 | 11,55 | ||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 131.805 | -8,10 | 11.620 | -0,19 | ||||
| 2026-02-06 | 13F | Burling Wealth Partners, Llc | 3.006 | 0,00 | 244 | 11,47 | ||||
| 2026-02-17 | 13F | Wealth Watch Advisors, INC | 41.685 | 76,33 | 3.384 | 96,69 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 2.745 | 37,25 | 242 | 49,38 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 305.124 | 6,25 | 24.767 | 18,51 | ||||
| 2026-04-17 | 13F | Andina Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 4.089 | 0,59 | 360 | 9,42 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 392.927 | 345,58 | 31.894 | 397,01 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 150 | 12 | ||||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 3.565 | 0,00 | 289 | 11,58 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 303.000 | 81,55 | 24.595 | 102,50 | |||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 465.800 | 125,02 | 37.809 | 151,00 | |||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 13.000 | 0,00 | 1.055 | 11,52 | ||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 88.188 | -5,43 | 7.775 | 2,71 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 17.813 | -40,04 | 1.570 | -34,88 | ||||
| 2026-02-09 | 13F | Westover Capital Advisors, LLC | 63.124 | 1,45 | 5.124 | 13,17 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 17.449 | 1,37 | 1.538 | 10,09 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 4.197 | 8,98 | 370 | 18,59 | ||||
| 2026-02-13 | 13F | 1832 Asset Management L.P. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 11.083 | 0,45 | 900 | 12,09 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Mayport, Llc | 5.447 | 480 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 12.222 | -36,80 | 1.078 | -31,36 | ||||
| 2026-02-04 | 13F | Dynamic Wealth Strategies, LLC | 446 | 0,00 | 36 | 12,50 | ||||
| 2026-02-11 | 13F | Curtis Wealth Management Llc | 15.602 | 1.485 | ||||||
| 2026-02-13 | 13F | Ashford Capital Management Inc | 2.850 | 0,00 | 231 | 11,59 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 2.925 | 237 | ||||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 182.860 | -8,44 | 16.121 | -0,56 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 133.472 | 7,83 | 11.767 | 17,11 | ||||
| 2026-02-17 | 13F | Edmond De Rothschild Holding S.a. | 700 | -93,88 | 57 | -93,27 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Marino Management, LLC | 149.479 | 12.214 | ||||||
| 2026-02-09 | 13F | Valued Retirements, Inc. | 35.201 | -1,68 | 2.857 | 28,00 | ||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 45.639 | 21,68 | 3.705 | 35,73 | ||||
| 2026-02-06 | 13F | Cedar Wealth Management, LLC | 13.365 | 0,00 | 1.085 | 11,52 | ||||
| 2026-01-29 | 13F | Quent Capital, LLC | 415.374 | -3,97 | 33.716 | 7,12 | ||||
| 2026-02-11 | 13F | Cooper/haims Advisors, Llc | 6.548 | 0,00 | 532 | 11,55 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 119.941 | 3,90 | 10.574 | 12,84 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 2.812 | 2,25 | 248 | 10,76 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | Put | 0 | -100,00 | 0 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | Hilltop National Bank | 75.172 | 0,98 | 6.627 | 9,68 | ||||
| 2026-02-10 | 13F | Yukon Wealth Management, Inc. | 2.626 | 244 | ||||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 5.906 | 33,74 | 521 | 45,25 | ||||
| 2026-02-17 | 13F | Millennium Management Llc | 82.920 | 6.731 | ||||||
| 2026-02-05 | 13F | Blume Capital Management, Inc. | 920 | -9,80 | 75 | 0,00 | ||||
| 2026-02-09 | 13F | Choate Investment Advisors | 39.324 | 0,00 | 3.192 | 11,53 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 17.940 | 1.582 | ||||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 44.884 | -23,71 | 3.957 | -17,13 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 5.363 | 0,00 | 435 | 11,54 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 5.681 | 461 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 566.853 | -0,96 | 49.974 | 7,57 | ||||
| 2026-02-11 | 13F | Erste Asset Management GmbH | 2.585.650 | 209.877 | ||||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 18.051 | 3,91 | 1.619 | 14,75 | ||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 1.403 | 0,00 | 128 | 18,69 | ||||
| 2026-02-18 | 13F | Andrews Advisory Associates, LLC | 16.688 | 1.355 | ||||||
| 2026-04-22 | 13F | Gunderson Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 57 | 159,09 | 5 | 400,00 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 1.788 | 130 | ||||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 48.468 | -63,46 | 4.273 | -60,31 | ||||
| 2026-02-11 | 13F | CNB Bank | 1.525 | 0,00 | 124 | 11,82 | ||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 3 | -50,00 | 0 | |||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 59.124 | 885,89 | 5.212 | 972,43 | ||||
| 2026-01-27 | 13F | First Horizon Corp | 25.840 | 0,92 | 2.097 | 12,56 | ||||
| 2026-02-11 | 13F | J.Safra Asset Management Corp | 22.571 | 2.488,42 | 1.832 | 2.807,94 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 97.717 | -0,91 | 8.615 | 7,62 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 21.072 | 70,49 | 1.710 | 90,21 | ||||
| 2026-01-20 | 13F | Jackson Wealth Management, LLC | 2.723 | -14,67 | 221 | -4,74 | ||||
| 2026-02-12 | 13F | VUB Generali dochodkova spravcovska spolocnost, a.s. | 55.000 | 4.464 | ||||||
| 2026-02-11 | 13F | Cedar Mountain Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 18.793 | -4,86 | 1.657 | 3,31 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 37.606 | -30,24 | 3.315 | -24,23 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 14.288 | -11,67 | 1.260 | -10,77 | ||||
| 2026-02-06 | 13F | Cullen/frost Bankers, Inc. | 2.197 | 49,25 | 178 | 66,36 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 2.965 | 11,97 | 241 | 25,00 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 679.234 | -4,61 | 55.134 | 6,41 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 3.196 | -74,77 | 282 | -72,67 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 23.359 | 2,14 | 2.059 | 10,94 | ||||
| 2026-02-06 | 13F | Van Hulzen Asset Management, LLC | 202.434 | -1,13 | 16.432 | 10,28 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 100.778 | 13,49 | 8.180 | 26,57 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 34.048 | 14,79 | 2.764 | 28,04 | ||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 15.685 | 0,00 | 1.273 | 11,57 | ||||
| 2026-04-23 | 13F | Marmo Financial Group, LLC | 14.344 | 0,00 | 1.265 | 8,59 | ||||
| 2026-01-08 | 13F | M. Kulyk & Associates, LLC | 3.836 | 0,00 | 311 | 11,47 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 296 | 26 | ||||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 325 | 75,68 | 26 | 100,00 | ||||
| 2026-02-19 | 13F | Birchwood Financial Partners, Inc. | 7.982 | 648 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 33.167 | -52,22 | 2.692 | -46,70 | ||||
| 2026-01-21 | 13F | Jmac Enterprises Llc | 90.196 | 4,01 | 7.321 | 16,02 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 11.691 | -20,51 | 1.031 | -13,66 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 1.106.435 | 5,54 | 89.809 | 17,73 | ||||
| 2025-11-04 | 13F | IMC-Chicago, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Carl Stuart Investment Advisor, Inc | 528.842 | -5,68 | 46.623 | 2,45 | ||||
| 2026-02-10 | 13F | Guidance Point Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 19.711 | 30,82 | 1.600 | 45,89 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 2.472 | 3,00 | 218 | 11,86 | ||||
| 2026-01-30 | 13F | Rogco, Lp | 212.044 | 2,38 | 17.212 | 14,19 | ||||
| 2026-02-12 | 13F | Custom Index Systems, Llc | 10.111 | -48,29 | 821 | -42,33 | ||||
| 2026-04-17 | 13F | First City Capital Management, Inc. | 7.133 | -0,83 | 629 | 7,72 | ||||
| 2026-02-11 | 13F | Horizon Kinetics Asset Management Llc | 8.566 | -1,43 | 695 | 9,97 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 368 | 0,00 | 32 | 10,34 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 21.900 | -80,34 | 1.778 | -78,08 | ||||
| 2026-01-20 | 13F | Cromwell Holdings LLC | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | Fullcircle Wealth Llc | 8.867 | 83,24 | 658 | 114,33 | ||||
| 2026-04-09 | 13F | Pinkerton Retirement Specialists, LLC | 4.801 | 0,00 | 390 | 0,00 | ||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 90.528 | 14,74 | 7.970 | 24,44 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 10.333 | 17,58 | 839 | 31,14 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 10.000 | 0,00 | 882 | 8,63 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 64.554 | 0,42 | 5.463 | 16,04 | ||||
| 2026-02-12 | 13F | Sepio Capital, LP | 74.908 | 0,00 | 6.080 | 11,54 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 38.204 | 7,45 | 2.780 | 25,39 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 3.509 | -10,14 | 285 | 0,00 | ||||
| 2026-02-02 | 13F | Vista Capital Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Generation Capital Management LLC | 45.860 | 7,40 | 3.722 | 19,79 | ||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 527.920 | 14,46 | 44.836 | 19,12 | ||||
| 2026-02-13 | 13F | Barclays Plc | 2.598 | -88,04 | 211 | -86,71 | ||||
| 2026-02-05 | 13F | SFE Investment Counsel | 9.532 | -1,90 | 774 | 9,34 | ||||
| 2026-02-09 | 13F | LifePlan Investment Advisors, Inc. | 69.286 | -1,66 | 5.624 | 9,67 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | 77.703 | 433,82 | 5.607 | 525,08 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Call | 214.800 | 9,09 | 15.500 | 27,69 | |||
| 2026-01-27 | 13F | Foundation Wealth Management, LLC | 5.876 | -0,02 | 477 | 11,71 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | Put | 121.100 | 104,22 | 8.739 | 139,07 | |||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 924.593 | -9,11 | 81.512 | -1,28 | ||||
| 2026-02-04 | 13F | Wsfs Capital Management, Llc | 49.747 | -4,52 | 4.038 | 6,49 | ||||
| 2026-02-11 | 13F | Marks Group Wealth Management, Inc | 27.096 | 0,00 | 2.199 | 11,57 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 8.847 | 103,61 | 780 | 121,31 | ||||
| 2026-04-23 | 13F | Guardian Wealth Management, LLC | 67.733 | -12,82 | 6.033 | -4,33 | ||||
| 2026-02-12 | 13F | Skopos Labs, Inc. | 14.474 | 100,30 | 1.181 | 165,39 | ||||
| 2026-01-29 | 13F | Sentinel Trust Co Lba | 79.875 | -34,25 | 6 | -25,00 | ||||
| 2026-02-13 | 13F | Destination Wealth Management | 2.517 | 204 | ||||||
| 2026-02-17 | 13F | Silver Point Capital L.P. | 1.945.000 | 45,69 | 157.876 | 62,51 | ||||
| 2026-01-08 | 13F | Chesapeake Asset Management Llc | 701 | 0,00 | 57 | 9,80 | ||||
| 2026-04-08 | 13F | Doliver Advisors, Lp | 9.215 | -7,15 | 812 | 0,87 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 48.274 | 4.256 | ||||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 2.402 | 212 | ||||||
| 2026-02-11 | 13F | Endeavor Private Wealth, Inc. | 39.839 | 34,39 | 3.234 | 49,88 | ||||
| 2025-11-07 | 13F | TT Capital Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 5.500 | 0,00 | 496 | 0,81 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 9.377 | 26,32 | 761 | 62,96 | ||||
| 2026-02-13 | 13F | Graney & King, LLC | 3.783 | 0,00 | 307 | 11,64 | ||||
| 2026-02-13 | 13F | Integrity Investment Advisors, LLC | 6.068 | 493 | ||||||
| 2026-04-24 | 13F | Bedminster, LLC | 36.027 | -22,95 | 3.176 | -16,31 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 51.474 | -1,60 | 4.178 | 9,77 | ||||
| 2026-02-13 | 13F | LM Advisors LLC | 4.339 | -92,03 | 53 | 1.666,67 | ||||
| 2026-04-21 | 13F | Shepherd Street Advisors LLC | 5.066 | 81,45 | 447 | 97,35 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 2.450 | 216 | ||||||
| 2026-01-22 | 13F | Accordant Advisory Group Inc | 500 | -50,00 | 41 | -44,44 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | Call | 200 | 16 | |||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 3.602 | -2,65 | 318 | 5,67 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | 38.712 | 96,84 | 3.142 | 119,57 | ||||
| 2026-01-14 | 13F | New England Professional Planning Group Inc. | 3.025 | 246 | ||||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 20.167 | -83,55 | 1.767 | -82,26 | ||||
| 2026-01-27 | 13F | Compass Financial Group, INC/SD | 3.252 | 1,43 | 264 | 12,88 | ||||
| 2026-02-04 | 13F | Mascoma Wealth Management LLC | 1.250 | 0,00 | 101 | 12,22 | ||||
| 2026-02-11 | 13F | Patron Partners Advisors, Llc | 3.084 | 0,00 | 250 | 11,61 | ||||
| 2025-11-14 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 37.856 | -37,97 | 3.337 | -32,63 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 980 | 80 | ||||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 1.099 | 0,00 | 89 | 12,66 | ||||
| 2026-02-09 | 13F | King Luther Capital Management Corp | 879 | 38,43 | ||||||
| 2026-01-09 | 13F | Appleton Partners Inc/ma | 10.517 | -0,24 | 1 | |||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 74.333 | 0,54 | 6.553 | 9,20 | ||||
| 2026-01-21 | 13F | 4wealth Advisors, Inc. | 5.943 | -32,35 | 482 | -24,57 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 2.660.975 | 193.639 | ||||||
| 2026-02-13 | 13F | Brown Advisory Inc | 200.903 | 0,70 | 16.307 | 12,32 | ||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 124 | 0,00 | 10 | 11,11 | ||||
| 2026-02-17 | 13F | Aureus Asset Management, LLC | 2.725 | 221 | ||||||
| 2026-04-27 | 13F | Bulltick Wealth Management, LLC | 141.532 | -35,87 | 12.477 | -30,35 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 13.084 | -56,86 | 952 | -49,66 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 2.131 | 6,98 | 0 | |||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 7.013 | -0,76 | 618 | 7,85 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 212.540 | -15,80 | 18.738 | -8,54 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 26.231 | 8,38 | 2.313 | 16,94 | ||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 8.854 | -63,02 | 719 | -58,78 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 5.073 | 1,97 | 447 | 10,92 | ||||
| 2026-01-29 | 13F | Golden State Equity Partners | 22.946 | -4,52 | 1.863 | 6,52 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 713 | -25,81 | 63 | -20,51 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 46.769 | 0,00 | 4.123 | 8,61 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 15.077 | 0,00 | 1.329 | 8,67 | ||||
| 2026-01-27 | 13F | Latitude Advisors, LLC | 22.388 | -4,29 | 1.817 | 6,76 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 3.057 | 47,18 | 270 | 60,12 | ||||
| 2026-02-17 | 13F | One Wealth Capital Management, Llc | 31.554 | -3,40 | 2.561 | 7,79 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 64.522 | -0,26 | 5.688 | 8,34 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 45.818 | -64,24 | 4.039 | -61,16 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 169 | 14 | ||||||
| 2026-02-13 | 13F | Clay Northam Wealth Management, LLC | 6.063 | -0,03 | 492 | 11,56 | ||||
| 2026-01-28 | 13F | Financial Perspectives, Inc | 2.991 | 8,65 | 243 | 21,00 | ||||
| 2026-02-11 | 13F | Wellspring Financial Advisors, LLC | 101.062 | -1,63 | 8.204 | 9,74 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 176.175 | -4,38 | 14.300 | 6,67 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 25.277 | -5,19 | 2.228 | 2,96 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 10.046 | -12,64 | 886 | -5,14 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 1.840.915 | 15,52 | 149.427 | 28,85 | ||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 60.366 | -0,57 | 5.322 | 7,97 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 57 | 5 | ||||||
| 2026-04-14 | 13F | LifePlan Financial, LLC | 135.456 | -4,35 | 11.942 | 3,89 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-03-31 | 13F | Sankala Group LLC | 5.123 | 0,00 | 436 | -14,00 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 36.140 | 22,46 | 3.186 | 33,03 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 32.814 | 7,31 | 2.664 | 19,69 | ||||
| 2026-01-27 | 13F | Seeds Investor Llc | 127.484 | 6,27 | 10.348 | 18,54 | ||||
| 2026-01-30 | 13F | Citizens National Bank Trust Department | 33.675 | 12,52 | 2.733 | 25,54 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 12.376 | -26,97 | 1.091 | -20,65 | ||||
| 2026-04-21 | 13F | J2 Capital Management Inc | 30.497 | -52,94 | 2.689 | -48,90 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 84 | 0,00 | 7 | 16,67 | ||||
| 2026-02-10 | 13F | Greenspring Advisors, LLC | 14.884 | 1.208 | ||||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 5.408 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 4.311 | -3,38 | 380 | 4,97 | ||||
| 2026-01-15 | 13F | Frank, Rimerman Advisors LLC | 9.729 | 0,00 | 790 | 11,60 | ||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 43.172 | 38,46 | 3.806 | 50,43 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 1.902 | 0,00 | 168 | 8,44 | ||||
| 2025-11-04 | 13F | Garrison Bradford & Associates Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Rakuten Investment Management, Inc. | 72.574 | 0,00 | 5.237 | 0,00 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 4.476 | 27,09 | 395 | 38,25 | ||||
| 2026-02-17 | 13F | Hancock Whitney Corp | 11.787 | 0,00 | 957 | 11,55 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 2.881 | 234 | ||||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 5.325 | 432 | ||||||
| 2026-02-23 | 13F | Monetary Solutions, Ltd | 326 | 26 | ||||||
| 2026-02-06 | 13F | New Millennium Group LLC | 10.502 | 6,51 | 852 | 18,83 | ||||
| 2026-01-22 | 13F | Bear Mountain Capital, Inc. | 63 | 0,00 | 5 | 25,00 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 795 | 3,79 | 65 | 16,36 | ||||
| 2026-04-13 | 13F | Mader & Shannon Wealth Management, Inc. | 332.931 | -17,87 | 29.351 | -0,50 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 303.238 | -7,71 | 24.614 | 2,94 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Harvest Fund Management Co., Ltd | 123.632 | 2,77 | 10 | 25,00 | ||||
| 2026-04-24 | 13F | Alexis Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 3.678 | 0,08 | 332 | -5,16 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Demars Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Shared Vision Wealth Group LLC | 37.119 | -0,42 | 3.533 | 22,64 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 3.852 | 313 | ||||||
| 2026-02-10 | 13F | Operose Advisors LLC | 1.156 | 37,78 | 94 | 52,46 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 2.993 | 0,00 | 264 | 8,68 | ||||
| 2026-02-13 | 13F | Southeast Asset Advisors Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 14.681 | 10,75 | 1.294 | 20,37 | ||||
| 2026-01-29 | 13F | Riggs Asset Managment Co. Inc. | 28.981 | 1,45 | 2.352 | 13,19 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 60.232 | 11,12 | 5.310 | 20,71 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 32.090 | 4,54 | 2.829 | 13,57 | ||||
| 2025-11-06 | 13F | Ground Swell Capital, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 120.212 | -0,85 | 9.758 | 10,60 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 1.812 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Index Technologies Group LLC | 7.845 | 637 | ||||||
| 2026-02-11 | 13F | Strategy Asset Managers Llc | 6.686 | 74,39 | 543 | 94,27 | ||||
| 2026-01-21 | 13F | Rocky Mountain Advisers, Llc | 400 | 0,00 | 32 | 10,34 | ||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 149.400 | 0,35 | 13.171 | 9,00 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 9.225 | -5,14 | 749 | 5,80 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 6.997 | -20,23 | 617 | -13,48 | ||||
| 2026-02-17 | 13F | Envision Financial Planning, LLC | 5.161 | 11,42 | 419 | 24,04 | ||||
| 2026-01-06 | 13F | Advance Capital Management, Inc. | 9.090 | -12,73 | 738 | -2,64 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 737 | 60 | ||||||
| 2026-04-22 | 13F | Mid-American Wealth Advisory Group, Inc. | 4.215 | 0,00 | 342 | 0,00 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 2.783 | 0,11 | 244 | 8,00 | ||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 146.705 | 7,09 | 12.934 | 16,30 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 112.747 | -3,00 | 9.152 | 8,19 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 26.849 | 25,72 | 1.954 | 46,73 | ||||
| 2026-02-17 | 13F | Gallagher Fiduciary Advisors, LLC | 2.772 | 225 | ||||||
| 2026-01-12 | 13F | World Equity Group, Inc. | 10.218 | 56,45 | 829 | 74,53 | ||||
| 2026-02-09 | 13F | TrustBank | 4.133 | 335 | ||||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 8.065 | -7,94 | 655 | 2,67 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 270.136 | -1,74 | 21.927 | 9,60 | ||||
| 2026-04-17 | 13F | Harbour Wealth Management Group, Inc. | 149.800 | -7,46 | 13.206 | 0,52 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 359 | 0,00 | 29 | 11,54 | ||||
| 2026-02-24 | 13F | MidFirst Bank | 515 | 42 | ||||||
| 2026-04-10 | 13F | Benin Management CORP | 4.608 | 406 | ||||||
| 2026-04-16 | 13F | Rockland Trust Co | 4.406 | 10,87 | 388 | 20,50 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 12.116 | 0,41 | 1.068 | 9,09 | ||||
| 2026-01-20 | 13F | Packer & Co Ltd | 1.830.100 | -14,88 | 149 | -5,13 | ||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 26.523 | 9,79 | 2.524 | 26,71 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 4.925 | 0,00 | 434 | 8,77 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 151.124 | -6,45 | 13.323 | 1,62 | ||||
| 2026-02-13 | 13F | GM Advisory Group, Inc. | 1.527.276 | -1,77 | 123.969 | 9,56 | ||||
| 2026-02-03 | 13F | Geneva Partners, LLC | 4.237 | 344 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 470.409 | -9,73 | 41.471 | -1,95 | ||||
| 2026-02-10 | 13F | IAG Wealth Partners, LLC | 1.330 | -25,28 | 108 | -17,05 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 105.966 | -3,57 | 9.142 | 10,13 | ||||
| 2026-04-13 | 13F | Bourgeon Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 34.083 | -44,95 | 3.005 | -40,22 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 456 | 0,00 | 37 | 12,12 | ||||
| 2026-02-04 | 13F | Community Bank, N.A. | 15.027 | 12,83 | 1.220 | 25,80 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 6.706 | 12,42 | 544 | 25,35 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 19.765 | 7,89 | 1.604 | 20,33 | ||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 12.555 | 4,23 | 1.107 | 13,20 | ||||
| 2026-02-17 | 13F | Public Employees Retirement System Of Ohio | 486.700 | 0,00 | 39.505 | 11,54 | ||||
| 2026-02-04 | 13F | Twin Lakes Capital Management, LLC | 6.289 | -7,91 | 510 | 2,82 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 74.199 | -1,60 | 6.541 | 6,88 | ||||
| 2026-02-06 | 13F | Mraz, Amerine & Associates, Inc. | 17.744 | -3,61 | 1.440 | 7,54 | ||||
| 2026-04-21 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 160.326 | -4,86 | 14.134 | 3,33 | ||||
| 2026-01-30 | 13F | Carrera Capital Advisors | 3.174 | 0,00 | 258 | 11,74 | ||||
| 2026-01-22 | 13F | ETF Store, Inc. | 19.125 | -2,70 | 1.552 | 8,53 | ||||
| 2026-02-11 | 13F | Clearbridge Investments, LLC | 7.701 | 0,00 | 625 | 11,61 | ||||
| 2025-11-14 | 13F | Parallax Volatility Advisers, L.P. | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 5.701 | -60,61 | 503 | -57,24 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 206.480 | 8,64 | 16.747 | 21,12 | ||||
| 2026-02-17 | 13F | Blue Chip Partners, Inc. | 10.370 | -1,08 | 842 | 10,37 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 1.013.242 | 1,25 | 82 | 13,89 | ||||
| 2026-02-09 | 13F | Cary Street Partner Investment Advisory Llc | 5.572 | 50,84 | 452 | 68,66 | ||||
| 2026-02-11 | 13F | Landing Point Financial Group, LLC | 13.909 | 8,17 | 1.129 | 20,75 | ||||
| 2026-04-15 | 13F | Weil Company, Inc. | 35.102 | -4,50 | 3.095 | 3,72 | ||||
| 2026-02-17 | 13F | Permanens Capital L.P. | 1.122.462 | 26,08 | 91.110 | 40,64 | ||||
| 2026-01-28 | 13F | Diversified Enterprises, LLC | 3.709 | 0,00 | 301 | 11,90 | ||||
| 2026-01-30 | 13F | Aries Wealth Management | 6.635 | -11,14 | 539 | -0,92 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 38.220 | -8,88 | 3.369 | -1,03 | ||||
| 2026-02-03 | 13F | Black Diamond Financial, LLC | 9.502 | -1,47 | 771 | 9,99 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 599 | 0,00 | 49 | 11,63 | ||||
| 2026-02-06 | 13F | Baron Silver Stevens Financial Advisors, Llc | 2.594 | -42,66 | 211 | -36,17 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 104.155 | 2,23 | 9.182 | 11,03 | ||||
| 2026-02-10 | 13F | Fielder Capital Group LLC | 238.258 | -1,29 | 19.339 | 10,11 | ||||
| 2026-02-06 | 13F | Quantify Chaos Advisors, Llc | 7.976 | 647 | ||||||
| 2026-02-11 | 13F | Mill Capital Management, LLC | 12.994 | -20,04 | 1.055 | -10,83 | ||||
| 2026-02-13 | 13F | Monograph Wealth Advisors, Llc | 20.458 | -0,82 | 1.661 | 10,59 | ||||
| 2026-02-12 | 13F | Helium Advisors LLC | 5.045 | -49,25 | 410 | -43,43 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 286.578 | -5,76 | 23.261 | 5,12 | ||||
| 2026-04-23 | 13F | WMG Financial Advisors, LLC | 3.167 | 279 | ||||||
| 2026-04-06 | 13F | Private Client Services, Llc | 10.680 | 3,10 | 942 | 12,02 | ||||
| 2026-04-07 | 13F | Farmers Trust Co | 7.839 | -5,30 | 691 | 2,98 | ||||
| 2026-02-02 | 13F | Breakwater Investment Management | 1.480 | 0,00 | 120 | 12,15 | ||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 708 | 0,00 | 57 | 11,76 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 29.871 | -33,89 | 2.633 | -28,20 | ||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 200 | -99,03 | 16 | -98,93 | ||||
| 2026-02-10 | 13F | Theory Financial Llc | 4.234 | 1,36 | 403 | 16,86 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 128.357 | 2,35 | 10.419 | 14,16 | ||||
| 2026-01-07 | 13F | Significant Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 200 | 0,00 | 18 | 6,25 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | OpenArc Corporate Advisory, LLC | 180.124 | 14.621 | ||||||
| 2026-02-10 | 13F | Exit Wealth Advisors, LLC. | 114.750 | 5,91 | 9.314 | 18,14 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 100.929 | -4,39 | 8.898 | 3,84 | ||||
| 2026-01-26 | 13F | Bcm Advisors, Llc | 3.660 | 0,00 | 343 | 26,10 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 579.405 | -5,84 | 47.030 | 5,02 | ||||
| 2026-02-10 | 13F | Florida Financial Advisors, Llc | 10.191 | 41,96 | 827 | 58,43 | ||||
| 2026-02-13 | 13F | ICONIQ Capital, LLC | 12.819 | -31,74 | 1.041 | -23,87 | ||||
| 2026-02-10 | 13F | Welch & Forbes Llc | 86.883 | 0,00 | 7.052 | 11,55 | ||||
| 2026-02-13 | 13F | Ingalls & Snyder Llc | 7.793 | -6,03 | 1 | |||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 27.066 | 16,29 | 2.386 | 26,31 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 3.008 | 3,44 | 244 | 15,64 | ||||
| 2026-01-27 | 13F | Private Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | University Of Texas/texas Am Investment Managment Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 88.916 | 5,85 | 7.217 | 18,08 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 307.724 | 4,78 | 24.978 | 16,87 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 1.703 | -27,53 | 138 | 51,65 | ||||
| 2026-04-10 | 13F | Ballew Advisors, Inc | 18.035 | 0,00 | 1.618 | 3,92 | ||||
| 2026-02-06 | 13F | Financial Synergies Wealth Advisors, Inc. | 9.591 | 0,42 | 779 | 11,94 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 400 | 35 | ||||||
| 2026-04-08 | 13F | Prospera Capital Management, LLC | 2.981 | 0,00 | 263 | 8,71 | ||||
| 2026-02-06 | 13F | Flynn Zito Capital Management, Llc | 2.589 | 210 | ||||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 812.610 | 17,70 | 65.960 | 31,29 | ||||
| 2026-02-05 | 13F | Accredited Investors Inc. | 6.334 | 13,49 | 514 | 26,60 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 2.145 | 174 | ||||||
| 2026-02-17 | 13F | Hamilton Wealth, LLC | 12.837 | -95,26 | 1.699 | -91,38 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Ci Investments Inc. | 64.617 | 12,15 | 5.245 | 131.000,00 | ||||
| 2026-02-17 | 13F | Davis Wealth Advisors, LLC | 35.372 | 2.871 | ||||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 10 | 0,00 | 1 | |||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 5.766 | 40,19 | 468 | 56,52 | ||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 2.806 | 0,00 | 247 | 8,81 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 10.484 | -12,94 | 851 | -2,97 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 73.490 | 4,14 | 6.479 | 13,09 | ||||
| 2026-02-12 | 13F | Mission Creek Capital Partners, Inc. | 12.757 | 0,00 | 1.035 | 11,53 | ||||
| 2026-02-10 | 13F | Winthrop Capital Management, LLC | 3.422 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Novak & Powell Financial Services, Inc. | 38.024 | -0,95 | 3.086 | 10,49 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 5.250 | 0,00 | 463 | 8,45 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 2.961 | -5,37 | 261 | 3,16 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 3.266 | -9,35 | 293 | 0,00 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 3.000 | 0,00 | 264 | 8,64 | ||||
| 2026-02-05 | 13F | Dahring | Cusmano Llc | 49.638 | -11,32 | 4.029 | -1,08 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 51.548 | -6,78 | 4.184 | 4,00 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 55 | 4 | ||||||
| 2026-02-02 | 13F | Wells Financial Advisors INC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 13.029 | -0,12 | 1.149 | 8,51 | ||||
| 2026-04-23 | 13F | Unify Financial Advisors | 0 | -100,00 | 0 | |||||
| 2026-03-31 | 13F | Hamrick Investment Counsel, llc | 450 | 37 | ||||||
| 2026-02-02 | 13F | Leslie Global Wealth, LLC | 92.904 | -2,65 | 7.541 | 8,60 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 20.557 | -10,22 | 1.669 | 0,12 | ||||
| 2026-02-13 | 13F | Pitcairn Wealth Advisors LLC | 6.465 | 525 | ||||||
| 2026-04-23 | 13F | Grand Central Investment Group | 29.201 | 0,00 | 2.574 | 8,61 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 6.595.990 | 18,27 | 535.396 | 31,93 | ||||
| 2026-02-13 | 13F | Laraway Financial Inc | 2.600 | 211 | ||||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 4.590 | -27,74 | 405 | -21,55 | ||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 75.890 | -0,37 | 6.690 | 8,20 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 6.071 | 14,81 | 493 | 28,13 | ||||
| 2026-02-13 | 13F | Focused Alpha, Llc | 15.552 | 1.262 | ||||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 99 | 8 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 3.900.561 | -13,87 | 316.608 | -3,93 | ||||
| 2026-01-30 | 13F | Pekin Hardy Strauss, Inc. | 106.566 | 11,29 | 8.650 | 24,12 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 80.317 | -10,48 | 7.081 | -2,77 | ||||
| 2026-01-13 | 13F | Team Financial Group, LLC | 343 | -30,71 | 28 | -25,00 | ||||
| 2026-04-27 | 13F | Pachira Investments Inc. | 13.580 | 132,61 | 1.197 | 153,07 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 1.282 | 104 | ||||||
| 2025-11-14 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-20 | 13F | Banque Cantonale Vaudoise | 54.286 | -1,24 | 4.785 | 7,21 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 8.755 | 218,36 | 772 | 245,74 | ||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 79.200 | 69,30 | 6.982 | 83,88 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 3.506 | 0,00 | 285 | 11,37 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 5.097 | 2,00 | 414 | 13,77 | ||||
| 2026-04-15 | 13F | Pullen Investment Management, LLC | 7.030 | 0,54 | 620 | 9,17 | ||||
| 2026-01-29 | 13F | UBS Group AG | 8.957.847 | -2,08 | 727.108 | 9,22 | ||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 2.300 | 0 | ||||||
| 2026-04-23 | 13F | West Bancorporation Inc | 3.961 | 0,00 | 349 | 8,72 | ||||
| 2026-02-03 | 13F | Bokf, Na | 295.211 | -5,58 | 23.962 | 5,32 | ||||
| 2026-02-12 | 13F | Graetz Wealth LLC | 3.621 | 294 | ||||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 13.141 | 4,58 | 1.159 | 13,64 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 16.891 | -31,43 | 1.371 | -23,55 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 31.447 | -63,93 | 2.772 | -60,83 | ||||
| 2026-04-07 | 13F | Central Bank & Trust Co | 15.571 | -0,57 | 1.373 | 7,95 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 729 | 0,00 | 64 | 8,47 | ||||
| 2026-01-21 | 13F | Balance Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Weaver Consulting Group | 3.043 | 2,98 | 247 | 14,88 | ||||
| 2026-02-11 | 13F | Vaughan David Investments Inc/il | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Williams Jones Wealth Management, LLC. | 633.852 | 4,82 | 51.450 | 16,92 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 59.395 | 6,10 | 5.236 | 15,25 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 7.455 | -28,80 | 605 | -20,50 | ||||
| 2026-02-26 | 13F | Ssa Swiss Advisors Ag | 4.889 | -8,87 | 397 | 1,54 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 47.674 | 0,00 | 3.870 | 0,00 | ||||
| 2026-02-11 | 13F | Deutsche Bank Ag\ | 1.041.430 | 3,45 | 84.533 | 15,39 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 69.375 | 8,55 | 5.631 | 21,10 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 170.628 | -0,48 | 13.850 | 11,01 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-23 | 13F | Signature Securities Group Corporation | 7.121 | -16,84 | 628 | -9,78 | ||||
| 2026-02-13 | 13F | Charles Schwab Investment Management Inc | 1.469.348 | -5,96 | 119.267 | 4,90 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 20.347 | 320,48 | 1.652 | 369,03 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 4.960 | -0,42 | 437 | 8,17 | ||||
| 2026-02-04 | 13F | First Foundation Advisors | 341.898 | 3,17 | 27.752 | 15,08 | ||||
| 2026-02-13 | 13F | Magnolia Capital Advisors Llc | 11.795 | 271,96 | 957 | 316,09 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | 25 Llc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 6.146 | -44,46 | 499 | -38,14 | ||||
| 2025-11-14 | 13F | Capitolis Liquid Global Markets LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 75.967 | -0,76 | 6.166 | 10,70 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 2.528 | 205 | ||||||
| 2026-04-02 | 13F | Lvm Capital Management Ltd/mi | 301.112 | -0,09 | 27 | 8,33 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 121.730 | -1,00 | 10.732 | 7,53 | ||||
| 2026-02-11 | 13F | DCF Advisers, LLC | 100.000 | 8.117 | ||||||
| 2026-01-26 | 13F | Ckw Financial Group | 9 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | Bradley & Co. Private Wealth Management, LLC | 24.021 | -3,42 | 1.950 | 7,74 | ||||
| 2026-02-06 | 13F | Integral Investment Advisors, Inc. | 7.192 | 0,00 | 584 | 11,47 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 13.742.286 | 1,50 | 1.115.461 | 13,22 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 57 | 0,00 | 5 | 25,00 | ||||
| 2026-02-13 | 13F | Itau Unibanco Holding S.A. | 4.464 | -30,02 | 362 | -21,98 | ||||
| 2026-02-03 | 13F | Ridgeline Wealth Planning, LLC | 22.671 | 1.840 | ||||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 400 | 0,00 | 32 | 10,34 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 27.393 | 58,67 | 2.415 | 72,31 | ||||
| 2026-02-11 | 13F | North Dallas Bank & Trust Co | 40.305 | 1,79 | 3.272 | 32,48 | ||||
| 2026-02-02 | 13F | Pillar Financial Advisors, LLC | 5.670 | 0,00 | 460 | 11,65 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 137.928 | 54,75 | 11.196 | 72,60 | ||||
| 2026-01-30 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 11.449 | -2,51 | 929 | 8,78 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 123.571 | -3,34 | 10.030 | 7,83 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 3.191 | 281 | ||||||
| 2026-04-21 | 13F | Foster & Motley Inc | 3.701 | -4,79 | 0 | |||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 26.059 | -10,92 | 2.115 | -0,61 | ||||
| 2025-11-13 | 13F | AlphaStar Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Prudential Plc | 266.327 | 86,46 | 21.618 | 107,98 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 2.728 | 240 | ||||||
| 2026-01-27 | 13F | Friedenthal Financial | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Equitable Trust Co | 1.751.253 | -6,81 | 142.149 | 3,94 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 19.505 | -0,50 | 1.583 | 11,01 | ||||
| 2026-02-06 | 13F | Commonwealth Financial Services, LLC | 2.834 | 0,00 | 230 | 11,65 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 2.803 | 0,00 | 247 | 8,81 | ||||
| 2026-01-30 | 13F | Camden Capital, LLC | 20.894 | 6,90 | 1.696 | 19,27 | ||||
| 2026-02-06 | 13F | Wisconsin Capital Management Llc | 10.840 | 7,97 | 880 | 20,41 | ||||
| 2026-01-29 | 13F | LFA - Lugano Financial Advisors SA | 3.893 | 5,67 | 316 | 17,54 | ||||
| 2026-02-17 | 13F | Gotham Asset Management, LLC | 796.388 | 184,01 | 64.643 | 216,79 | ||||
| 2026-03-16 | 13F/A | Rockefeller Capital Management L.P. | 1.999.238 | 19,11 | 162.278 | 32,86 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 6.842 | 171,72 | 603 | 195,59 | ||||
| 2026-02-11 | 13F | Invst, LLC | 57.436 | -12,30 | 4.662 | -2,16 | ||||
| 2026-02-17 | 13F | Farringdon Capital, Ltd. | 12.920 | 1.049 | ||||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 44.749 | 34,97 | 3.945 | 46,60 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 24.028 | -1,25 | 1.950 | 10,17 | ||||
| 2026-01-29 | 13F | Resonant Capital Advisors, LLC | 252.938 | -0,11 | 20.531 | 11,42 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 121.555 | -0,08 | 9.867 | 11,46 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Traynor Capital Management, Inc. | 3.149 | 256 | ||||||
| 2025-11-14 | 13F | WealthTrak Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Beck Capital Management, Llc | 88.044 | 3,18 | 7.147 | 15,09 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 16.675 | -1,97 | 1.354 | 9,38 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 130.858 | 17,80 | 10.622 | 31,40 | ||||
| 2026-01-22 | 13F | Lesa Sroufe & Co | 5.142 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Ubs Asset Management Americas Inc | 493.217 | 40.034 | ||||||
| 2026-02-10 | 13F | One Capital Management, LLC | 64.324 | -4,17 | 5.221 | 6,90 | ||||
| 2026-01-16 | 13F | Tempus Wealth Planning, LLC | 4.347 | -26,41 | 353 | -17,95 | ||||
| 2025-11-04 | 13F | L.m. Kohn & Company | 0 | -100,00 | 0 | |||||
| 2026-03-24 | 13F | Armis Advisers, LLC | 19.914 | 26,09 | 1.687 | 41,32 | ||||
| 2026-04-22 | 13F | Motco | 78.644 | -0,17 | 6.933 | 8,43 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 6.461 | 11.864,81 | 524 | 17.366,67 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 6.485 | 2,03 | 572 | 10,87 | ||||
| 2026-02-11 | 13F | Ackerman Capital Advisors, LLC | 105.787 | 2,57 | 8.587 | 14,40 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 3.630 | 0,00 | 320 | 8,84 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 11.396 | -31,04 | 1.005 | -25,13 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 415.374 | 33.716 | ||||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 38.233 | -62,58 | 3.371 | -59,36 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 6.307 | 18,93 | 556 | 29,30 | ||||
| 2026-04-21 | 13F | VCI Wealth Management LLC | 318.108 | -26,81 | 28.044 | -20,50 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 8.010 | 11,59 | 706 | |||||
| 2026-02-17 | 13F | Guardian Partners Inc. | 30.000 | 2.788 | ||||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 96 | 123,26 | 8 | 166,67 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 10.153 | 0,00 | 895 | 8,62 | ||||
| 2026-02-24 | 13F | Nolet Wealth Management, LLC | 5.117 | 415 | ||||||
| 2026-02-02 | 13F | Forza Wealth Management, LLC | 208.763 | -8,02 | 16.945 | 2,60 | ||||
| 2025-11-07 | 13F | Atticus Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | First Growth Capital LLC | 11.101 | 1.063 | ||||||
| 2026-02-13 | 13F | Alerus Financial Na | 13 | 8,33 | 1 | |||||
| 2026-01-26 | 13F | BLB&B Advisors, LLC | 6.479 | 10,32 | 526 | 22,95 | ||||
| 2025-10-30 | 13F | Arcus Capital Partners, LLC | 3.002 | 218 | ||||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 18.151 | -3,43 | 1.600 | 4,92 | ||||
| 2026-02-13 | 13F | Van Eck Associates Corp | 6.194 | 0,00 | 1 | |||||
| 2026-01-20 | 13F | Ntv Asset Management Llc | 182.026 | -4,63 | 14.775 | 6,39 | ||||
| 2026-01-29 | 13F | Schnieders Capital Management, Llc. | 6.492 | 527 | ||||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 4.790 | -66,29 | 422 | -63,40 | ||||
| 2026-02-17 | 13F | D L Carlson Investment Group Inc | 96.888 | 0,11 | 7.864 | 11,66 | ||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 9.670 | 0,00 | 785 | 11,52 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 63.509 | 5.155 | ||||||
| 2026-02-10 | 13F | ShoreHaven Wealth Partners, LLC | 66.488 | -1,37 | 5.397 | 10,01 | ||||
| 2026-01-30 | 13F | AMG National Trust Bank | 296.752 | -4,76 | 24.087 | 6,24 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 3.009 | -15,52 | 265 | -8,30 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 4.170 | -1,56 | 368 | 7,00 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 71.157 | 13,72 | 6.273 | 23,51 | ||||
| 2026-04-16 | 13F | Connective Portfolio Management, LLC | 47.029 | -24,18 | 4.146 | -17,64 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 129 | 41,76 | 12 | 57,14 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 37.624 | -0,02 | 3.317 | 8,58 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 12.318 | 41,60 | 1.000 | 57,82 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 9.216 | 62,63 | 748 | 81,55 | ||||
| 2026-02-13 | 13F | Blueprint Financial Advisors LLC | 88.036 | -0,29 | 7.146 | 11,22 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 2.559 | 0,00 | 186 | 16,98 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 42.705 | 3,67 | 3.466 | 15,65 | ||||
| 2026-02-17 | 13F | Summit Global Investments | 6.829 | 0,28 | 1 | |||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 3.140 | 0,00 | 277 | 8,66 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 125 | 10 | ||||||
| 2026-02-17 | 13F | Meridian Wealth Advisors, LLC | 570.745 | -1,74 | 46.327 | 9,60 | ||||
| 2026-02-12 | 13F | Alaethes Wealth LLC | 39.586 | 1,74 | 3.213 | 13,49 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 2.562 | -18,25 | 226 | -11,42 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 2.805 | -7,88 | 247 | 0,00 | ||||
| 2026-04-16 | 13F | Forbes J M & Co Llp | 918.801 | -22,34 | 81.001 | -15,66 | ||||
| 2026-03-26 | 13F | Alexander Labrunerie & Co., Inc. | 3.351 | -2,87 | 272 | 8,37 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Bright Financial Advisors, Inc. | 17.539 | -2,00 | 1.424 | 9,29 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 16.560 | -62,31 | 1.460 | -59,09 | ||||
| 2026-02-24 | 13F | DGS Capital Management, LLC | 7.251 | -0,32 | 589 | 11,15 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 47.469 | -1,04 | 3.853 | 10,40 | ||||
| 2026-02-12 | 13F | Reliant Wealth Planning | 6.198 | 0,00 | 503 | 11,53 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 11.443 | 0,00 | 929 | 11,54 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 20.080 | -5,25 | 1.770 | 2,91 | ||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 7.978 | 1 | ||||||
| 2026-02-19 | 13F | Rare Wolf Capital LLC | 5.260 | 427 | ||||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 124 | 14,81 | 11 | 25,00 | ||||
| 2026-02-04 | 13F | UNIVEST FINANCIAL Corp | 4.099 | 13,77 | 333 | 26,72 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 19.065 | -1,04 | 1.681 | 7,49 | ||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 641.037 | -15,07 | 58.059 | -9,10 | ||||
| 2025-11-12 | 13F | United Advisor Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 15.883 | 12,90 | 1.400 | 22,70 | ||||
| 2026-02-13 | 13F | Greenline Wealth Management LLC | 2.162 | 176 | ||||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 1.100.749 | -7,36 | 89.348 | 3,33 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 673 | -87,43 | 55 | -86,12 | ||||
| 2026-02-10 | 13F | Marble Wealth, LLC | 28.172 | 2.287 | ||||||
| 2026-02-11 | 13F | Cerity Partners LLC | 3.282.216 | 4,90 | 266.430 | 17,00 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 33.443 | 107,95 | 2.715 | 186,29 | ||||
| 2026-01-23 | 13F | Kelsey Financial, LLC | 2.500 | 203 | ||||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Elevated Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | One Charles Private Wealth Services, LLC | 5.269 | 0,00 | 428 | 11,49 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Port Capital LLC | 19.250 | -2,53 | 1.563 | 8,70 | ||||
| 2026-01-23 | 13F | Legacy Bridge, LLC | 2.079 | 0,00 | 169 | 11,26 | ||||
| 2026-02-12 | 13F | JT Stratford LLC | 15.202 | -1,18 | 1.234 | 10,19 | ||||
| 2025-11-14 | 13F | Wood Tarver Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 186.414 | -2,31 | 15.131 | 8,97 | ||||
| 2026-01-15 | 13F | Northstar Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Facet Wealth, Inc. | 5.385 | 69,50 | 545 | 135,93 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 2.591 | -12,23 | 228 | -4,60 | ||||
| 2026-01-23 | 13F | Altfest L J & Co Inc | 2.709 | 220 | ||||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 63.626 | 11,76 | 5.803 | 35,18 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 26.687 | 1,89 | 2.353 | 10,63 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 233.729 | -5,90 | 20.606 | 2,20 | ||||
| 2026-02-11 | 13F | Coastwise Capital Group, LLC | 3.700 | 300 | ||||||
| 2026-01-29 | 13F | Simon Quick Advisors, Llc | 12.472 | 66,29 | 1.012 | 85,69 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 5.235 | 1,16 | 462 | 9,76 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 110 | -86,67 | 10 | -86,36 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 3.643 | -33,23 | 321 | -27,38 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 5.461 | 0,09 | 443 | 11,59 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 8.226 | 725 | ||||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 5.593 | 1,84 | 454 | 13,53 | ||||
| 2026-02-17 | 13F | Roehl & Yi Investment Advisors, LLC | 133.450 | 10.511 | ||||||
| 2026-02-05 | 13F | Cauble & Harre Wealth Management, Inc. | 114.137 | 9.265 | ||||||
| 2026-01-26 | 13F | Mountain Hill Investment Partners Corp. | 400 | 0,00 | 32 | 10,34 | ||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 308 | 0,00 | 25 | 13,64 | ||||
| 2026-02-12 | 13F | NDVR, Inc. | 4.408 | 0,00 | 358 | 11,56 | ||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 43.703 | 3.853 | ||||||
| 2026-02-13 | 13F | Maia Wealth LLC | 18.081 | 6,20 | 1.672 | 26,86 | ||||
| 2026-04-13 | 13F | Trust Co | 326 | 0,00 | 29 | 7,69 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 2.759 | -38,61 | 243 | -33,24 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 31.739 | -23,96 | 2.576 | -15,18 | ||||
| 2025-10-27 | 13F | PBMares Wealth Management LLC | 22.634 | -1,91 | 1.647 | 14,53 | ||||
| 2026-02-10 | 13F | Clear Harbor Asset Management, LLC | 214.783 | -1,83 | 17.434 | 9,50 | ||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 9.267 | -0,43 | 817 | 8,08 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 9.169 | 230,65 | 808 | 259,11 | ||||
| 2026-02-06 | 13F | Cascade Financial Partners, LLC | 15.492 | -3,13 | 1.257 | 8,08 | ||||
| 2026-02-05 | 13F | WJ Wealth Management, LLC | 2.590 | -49,02 | 210 | -43,09 | ||||
| 2026-02-13 | 13F | Intrepid Capital Management Inc | 74.648 | 0,00 | 6.059 | 11,54 | ||||
| 2026-02-10 | 13F | Beckerman Institutional, LLC | 8.969 | -8,81 | 728 | 1,82 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 52.994 | 9,91 | 4.672 | 19,37 | ||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Boston Research & Management Inc | 46.824 | -0,28 | 4 | 33,33 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 193.534 | -7,66 | 17.062 | 0,29 | ||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 5.326 | -11,62 | 486 | -0,61 | ||||
| 2026-03-05 | 13F | Mengis Capital Management, Inc. | 68.270 | -0,60 | 5.542 | 10,86 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 5.702 | -7,90 | 503 | 0,00 | ||||
| 2026-02-11 | 13F | Argonautica Private Wealth Management, Inc | 2.552 | 207 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 12.553 | -9,73 | 1.107 | -1,95 | ||||
| 2026-01-29 | 13F | Prentiss Smith & Co Inc | 5.391 | 0,00 | 438 | 11,48 | ||||
| 2026-02-02 | 13F | Oak Harbor Wealth Partners, Llc | 12.621 | -1,34 | 1.024 | 10,11 | ||||
| 2026-02-10 | 13F | Cercano Management LLC | 497.522 | 731,02 | 40.384 | 827,07 | ||||
| 2026-04-27 | 13F | Ergawealth Advisors, Inc. | 2.522 | -21,48 | 222 | -14,62 | ||||
| 2025-10-31 | 13F | Ark & Tlk Investments, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 725 | 59 | ||||||
| 2026-02-10 | 13F | SFI Advisors, LLC | 2.518 | -66,56 | 204 | -62,71 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 7.189.794 | 26,28 | 583.596 | 40,85 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 47.530 | -4,93 | 4.190 | 3,28 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 44.956 | 14,48 | 3.649 | 27,72 | ||||
| 2026-02-12 | 13F | Laffer Investments | 2.951 | 0,00 | 240 | 11,68 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 11.020 | -6,89 | 972 | 1,15 | ||||
| 2026-02-13 | 13F | Citigroup Inc | 7.201.313 | 35,68 | 584.531 | 51,34 | ||||
| 2026-02-12 | 13F | Peninsula Asset Management Inc | 2.595 | 211 | ||||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 18.528 | -38,27 | 1.633 | -32,96 | ||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 355 | 173,08 | 29 | 211,11 | ||||
| 2026-02-10 | 13F | Hilltop Partners LLC | 3.237 | -0,28 | 263 | 11,02 | ||||
| 2026-02-04 | 13F | Argos Wealth Advisors, LLC | 432.418 | 35.099 | ||||||
| 2026-04-14 | 13F | Well Done, LLC | 167.790 | 1,25 | 14.792 | 9,97 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 88.851 | 3,71 | 7.833 | 12,66 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 19.331 | -10,52 | 1.569 | -0,19 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 293.702 | -3,34 | 25.893 | 4,98 | ||||
| 2026-02-12 | 13F | Douglass Winthrop Advisors, LLC | 18.680 | 0,00 | 1.516 | 11,55 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 112.053 | 13,74 | 9.095 | 26,88 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 160.108 | 0,62 | 14.115 | 9,29 | ||||
| 2026-02-17 | 13F | Insight Wealth Partners, LLC | 91.789 | 2,85 | 7.451 | 14,72 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 131.038 | -8,60 | 11.552 | -0,73 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 21.879 | 126,56 | 1.776 | 152,85 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 88.490 | 0,65 | 7.183 | 12,27 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 56.280 | 1,42 | 4.962 | 10,15 | ||||
| 2026-02-12 | 13F | Vickerman Investment Advisors, Inc. | 2.873 | 233 | ||||||
| 2026-03-04 | 13F | SHP Wealth Management | 1.820 | 148 | ||||||
| 2026-04-08 | 13F | Sfm, Llc | 4.294 | -0,35 | 379 | 8,31 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 2.329 | 1,09 | 205 | 9,63 | ||||
| 2026-02-10 | 13F | Sentinus, LLC | 17.465 | 29,85 | 1.418 | 44,89 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 1.615 | 142 | ||||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 20.453 | 160,51 | 1.660 | 190,72 | ||||
| 2026-02-09 | 13F | Endowment Wealth Management, Inc. | 8.344 | -6,18 | 677 | 4,64 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 285.079 | -7,76 | 25.133 | 0,19 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 47.263 | -57,35 | 4.167 | -53,68 | ||||
| 2026-04-16 | 13F | Security National Bank | 4.145 | 2.947,79 | 365 | 3.218,18 | ||||
| 2026-04-22 | 13F | Patton Fund Management, Inc. | 94.658 | -14,87 | 8.345 | -7,53 | ||||
| 2026-01-15 | 13F | Nilsine Partners, LLC | 8.973 | 47,53 | 728 | 64,71 | ||||
| 2026-04-21 | 13F | Diesslin Group, Inc. | 8.664 | -28,10 | 764 | -21,98 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 7.129 | 1,31 | 628 | 9,98 | ||||
| 2026-04-22 | 13F | Quattro Financial Advisors Llc | 5.707 | 0,00 | 503 | 8,64 | ||||
| 2026-02-19 | 13F | VCU Investment Management Co | 761.798 | -3,89 | 61.835 | 122,95 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 12.805 | -12,59 | 1.129 | -5,13 | ||||
| 2026-02-03 | 13F | Jordan Park Trust Co LLC | 18.651 | 0,00 | 1.514 | 11,50 | ||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 3.668 | 6,13 | 298 | 18,33 | ||||
| 2025-10-28 | 13F | MAS Advisors LLC | 21.291 | -2,74 | 1.549 | 13,48 | ||||
| 2026-01-23 | 13F | RFG - Bristol Wealth Advisors, LLC | 31.774 | -4,92 | 2.579 | 6,09 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 4.931 | 400 | ||||||
| 2026-02-13 | 13F | Element Wealth, LLC | 2.838 | -0,39 | 230 | 11,11 | ||||
| 2025-11-13 | 13F | Twin Tree Management, LP | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Dynasty Wealth Management, Llc | 1.187.564 | -1,24 | 96.395 | 10,16 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 354.523 | 5,90 | 28.777 | 18,12 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 303.426 | 1,67 | 26.750 | 10,42 | ||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 2.511 | 239 | ||||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Farrell Financial LLC | 49.772 | -1,07 | 4.388 | 7,45 | ||||
| 2026-02-17 | 13F | Cambridge Associates Llc /ma/ /adv | 750.805 | -14,02 | 60.943 | -4,10 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 108 | 9 | ||||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 1.150 | 0,00 | 93 | 12,05 | ||||
| 2026-01-05 | 13F | Foguth Wealth Management, LLC. | 15.291 | -26,63 | 1.247 | -4,00 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 707.627 | 6,00 | 57.438 | 18,24 | ||||
| 2025-11-03 | 13F | AE Wealth Management LLC | Call | 0 | -100,00 | 0 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 31.322 | -1,25 | 2.760 | 7,19 | ||||
| 2026-04-14 | 13F | Pictet North America Advisors SA | 248.159 | 0,00 | 21.878 | 8,61 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 1.061 | 3,21 | 86 | 16,22 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 5.107 | -1,69 | 450 | 6,89 | ||||
| 2026-01-20 | 13F | Steel Peak Wealth Management LLC | 131.656 | 6,04 | 10.687 | 18,29 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 51 | 0,00 | 4 | 0,00 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | Put | 0 | -100,00 | 0 | ||||
| 2026-04-07 | 13F | Estate Planners Group, LLC | 989 | 80 | ||||||
| 2026-02-24 | 13F | Barnes Wealth Management Group, Inc | 20.086 | -3,78 | 1.630 | 7,31 | ||||
| 2026-04-16 | 13F | Terra Nova Asset Management LLC | 21.766 | 0,00 | 1.919 | 8,61 | ||||
| 2026-02-03 | 13F | MA Private Wealth | 156.752 | -0,64 | 12.724 | 10,83 | ||||
| 2026-02-11 | 13F | Emory University | 1.184.469 | 9,58 | 96.143 | 22,23 | ||||
| 2026-04-27 | 13F | Three Cord True Wealth Management, LLC | 8.956 | 1,28 | 790 | 10,04 | ||||
| 2026-02-10 | 13F | ESL Trust Services, LLC | 41 | 3 | ||||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 8.157 | -0,69 | 719 | 7,96 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 35.472 | 32,53 | 2.879 | 47,87 | ||||
| 2026-02-13 | 13F | American Investment Services, Inc. | 102.250 | -20,25 | 8.300 | -11,04 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 11.009 | 6,77 | 971 | 16,03 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 1.760 | -8,29 | 155 | 0,00 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 20.896 | -58,71 | 1.842 | -55,15 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 171.929 | -0,84 | 14 | 8,33 | ||||
| 2026-01-12 | 13F | Evolution Wealth Advisors, LLC | 8.877 | 0,02 | 721 | 11,63 | ||||
| 2026-02-17 | 13F | Pureheart Capital Pte Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Mather Group, Llc. | 51.292 | -11,89 | 4.522 | -4,32 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 105.430 | 0,37 | 9.295 | 9,02 | ||||
| 2026-02-05 | 13F | Financial Security Advisor, Inc. | 4.300 | 349 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 5.029 | 443 | ||||||
| 2026-02-18 | 13F | Kitching Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Savant Capital, LLC | 41.298 | 12,30 | 3.352 | 25,26 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 62.043 | 3,60 | 5.036 | 15,58 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 11.484 | 21,43 | 932 | 35,47 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 105.966 | 74,08 | 9 | 100,00 | ||||
| 2026-01-30 | 13F | Trifecta Capital Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | W Advisors, Llc | 11.131 | 11,94 | 904 | 24,90 | ||||
| 2026-01-22 | 13F | Mechanics Financial Corp | 5.204 | 5,43 | 422 | 17,55 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 1.098 | 89 | ||||||
| 2026-04-15 | 13F | Compagnie Lombard Odier SCmA | 51.370 | 20,05 | 4.529 | 30,38 | ||||
| 2026-01-20 | 13F | Sanibel Captiva Trust Company, Inc. | 19.508 | -1,07 | 1.583 | 10,39 | ||||
| 2026-02-05 | 13F | PAX Financial Group, LLC | 65.857 | 20,59 | 5.346 | 34,50 | ||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 228.306 | 3,47 | 18.532 | 15,41 | ||||
| 2026-02-04 | 13F | Altman Advisors, Inc. | 80.627 | -6,77 | 5.406 | 0,48 | ||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 5.633 | 1,19 | 497 | 9,98 | ||||
| 2026-02-11 | 13F | Zions Bancorporation, National Association /ut/ | 695 | 0,00 | 56 | 12,00 | ||||
| 2026-04-17 | 13F | Braeburn Wealth Management LLC | 106.317 | -36,63 | 9.373 | -31,17 | ||||
| 2025-11-04 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 238.300 | 44,95 | 19.343 | 61,68 | |||
| 2026-02-11 | 13F | Gwn Securities Inc. | 10.370 | 29,41 | 842 | 43,76 | ||||
| 2026-01-26 | 13F | Mirae Asset Global Investments Co., Ltd. | 829.366 | 13,38 | 67.320 | 26,46 | ||||
| 2026-02-05 | 13F | Staley Capital Advisers Inc | 9.476 | -0,02 | 769 | 11,61 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 3.750 | 0,00 | 304 | 11,76 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 966 | -3,50 | 78 | 8,33 | ||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 33.681 | 0,00 | 2.734 | 11,55 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 12.175 | -29,81 | 1.073 | -23,74 | ||||
| 2026-01-13 | 13F | CPA Asset Management LLC | 249.090 | 1,45 | 20.219 | 13,16 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 14.780 | -4,89 | 1.303 | 3,33 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 1.075 | 95 | ||||||
| 2025-11-07 | 13F | Putney Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-26 | 13F | TD Capital Management LLC | 130 | 0,00 | 11 | 11,11 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 73.811 | -2,07 | 6.507 | 6,38 | ||||
| 2026-02-02 | 13F | Sagace Wealth Management LLC | 35.373 | -4,17 | 2.871 | 6,89 | ||||
| 2026-02-13 | 13F | Zuckerman Investment Group, LLC | 3.457 | 0,00 | 281 | 11,55 | ||||
| 2026-02-13 | 13F | Fortis Capital Management LLC | 4.828 | -3,73 | 392 | 7,42 | ||||
| 2026-02-12 | 13F | Mizuho Bank, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 2.108.607 | 129,70 | 171.156 | 156,21 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 2.042.600 | 67,71 | 165.798 | 87,07 | |||
| 2026-02-12 | 13F | Davis R M Inc | 13.383 | 185,05 | 1.086 | 218,48 | ||||
| 2026-02-03 | 13F | F/M Investments LLC | 59.536 | -0,16 | 4.833 | 11,36 | ||||
| 2026-01-29 | 13F | Investment Management Corp /va/ /adv | 14.614 | -2,48 | 1.186 | 8,81 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 23 | 0,00 | 2 | 0,00 | ||||
| 2026-02-09 | 13F | First National Trust Co | 14.787 | -4,85 | 1.200 | 6,19 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 55.181 | -0,83 | 4.479 | 10,81 | ||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 32.784 | 0,49 | 2.890 | 9,14 | ||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 26.931 | -0,39 | 2.186 | 11,08 | ||||
| 2026-02-13 | 13F | Garrison Point Advisors, Llc | 7.305 | 142,69 | 593 | 170,32 | ||||
| 2026-02-10 | 13F | FDx Advisors, Inc. | 65.832 | -8,71 | 5 | 0,00 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 99.294 | -16,54 | 8.754 | -9,35 | ||||
| 2026-02-04 | 13F | Continuum Wealth Advisors, Llc | 5.801 | -0,29 | 471 | 11,11 | ||||
| 2026-04-16 | 13F | Global Wealth Management, LLC | 53.966 | 7,75 | 4.758 | 17,02 | ||||
| 2026-02-06 | 13F | Orcam Financial Group | 6.437 | -11,38 | 522 | -1,14 | ||||
| 2026-01-28 | 13F | Nadler Financial Group, Inc. | 67.589 | 11,17 | 5.486 | 24,01 | ||||
| 2026-02-09 | 13F | Rhl Group, Llc | 16.817 | 1.365 | ||||||
| 2026-01-30 | 13F | Wealthstar Advisors, Llc | 14.435 | -35,03 | 1.172 | -27,54 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 29.420 | 28,39 | 2.388 | 43,25 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 2.531 | 0,00 | 223 | 8,78 | ||||
| 2026-02-04 | 13F | Rinkey Investments | 4.835 | -17,70 | 392 | -8,20 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 51.440 | -55,51 | 4.175 | -53,06 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 147.703 | -7,50 | 13.021 | -0,20 | ||||
| 2026-01-28 | 13F | Hobbs Group Advisors, LLC | 14.061 | -0,83 | 1.141 | 10,67 | ||||
| 2026-01-30 | 13F | Palisades Hudson Asset Management, L.P. | 99.138 | -10,78 | 8 | 0,00 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 17.780 | 9,68 | 1.443 | 22,39 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 64.032 | 3,13 | 5.197 | 15,03 | ||||
| 2026-02-10 | 13F | Texas Yale Capital Corp. | 10.600 | 0,00 | 860 | 11,54 | ||||
| 2025-10-28 | 13F/A | Kingstone Capital Partners Texas, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Mairs & Power Inc | 3.525 | 0,00 | 286 | 11,72 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 69.642 | 0,00 | 5.068 | 16,70 | ||||
| 2026-04-21 | 13F | Kooman & Associates | 2.547 | -0,16 | 225 | 8,21 | ||||
| 2026-01-28 | 13F | Confluence Wealth Services, Inc. | 44.936 | 2,84 | 3.647 | 14,72 | ||||
| 2026-01-21 | 13F | Petra Financial Advisors Inc | 24.849 | -1,54 | 2.017 | 9,80 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 101.855 | 32,78 | 8.268 | 48,10 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 5.392 | 1,56 | 475 | 10,47 | ||||
| 2026-02-09 | 13F | Genus Capital Management Inc. | 3.780 | 0,00 | 307 | 11,27 | ||||
| 2025-11-07 | 13F | Certus Wealth Management, LLC | 33.867 | 60,58 | 2.465 | 87,38 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 10.957 | 966 | ||||||
| 2026-02-17 | 13F | Spears Abacus Advisors LLC | 3.010 | 244 | ||||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 8.375 | -8,92 | 680 | 1,49 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 7.856 | -1,73 | 693 | 6,79 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 383.785 | 0,73 | 31.152 | 12,35 | ||||
| 2026-02-10 | 13F | Thompson Siegel & Walmsley Llc | 54.482 | 0,00 | 4 | 33,33 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 3.741 | -22,34 | 330 | -15,64 | ||||
| 2026-02-03 | 13F | Strengthening Families & Communities, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 82.620 | 1.024,08 | 6.706 | 1.155,81 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 2.129 | -2,29 | 188 | 6,25 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 6.104 | 538 | ||||||
| 2025-11-12 | 13F | Lansing Street Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 3.810 | 0,00 | 336 | 8,41 | ||||
| 2026-04-23 | 13F | American National Bank | 13.441 | -0,07 | 1.185 | 8,52 | ||||
| 2026-01-15 | 13F | Cobblestone Asset Management LLC | 47.356 | -7,21 | 3.844 | 3,47 | ||||
| 2026-02-05 | 13F | BlueChip Wealth Advisors LLC | 4.925 | -6,67 | 400 | 3,91 | ||||
| 2026-02-09 | 13F | Sandy Cove Advisors, LLC | 6.757 | 0,00 | 548 | 11,61 | ||||
| 2026-02-18 | 13F | KKM Financial LLC | 10.243 | 17,97 | 831 | 31,70 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 28.358 | 0,00 | 2.302 | 11,54 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 3.594 | 0,00 | 317 | 8,59 | ||||
| 2026-01-27 | 13F | PFG Advisors | 34.206 | 4,68 | 2.777 | 16,79 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 4.240 | 0,00 | 374 | 8,43 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 8.786 | -60,16 | 775 | -56,76 | ||||
| 2026-04-23 | 13F | BXM Wealth LLC | 10.300 | 0,00 | 908 | 8,61 | ||||
| 2026-01-22 | 13F | Northcape Wealth Management, Llc | 15.246 | 0,00 | 1.238 | 11,54 | ||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 2.500 | 0,00 | 203 | 11,60 | ||||
| 2026-02-13 | 13F | Satovsky Asset Management Llc | 30.648 | -1,94 | 2.488 | 9,37 | ||||
| 2026-04-14 | 13F | New Capital Management LP | 44.289 | 1.262,74 | 3.905 | 1.384,41 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 2.459 | 217 | ||||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 47.819 | -7,36 | 4.216 | 0,62 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 40.250 | 8,96 | 3.267 | 21,54 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 1.375.256 | -0,94 | 111.630 | 10,49 | ||||
| 2026-02-13 | 13F | Solstein Capital, LLC | 13 | 0,00 | 1 | |||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 2.982 | -29,15 | 263 | -23,17 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 3.370 | 0,00 | 274 | 11,43 | ||||
| 2026-02-13 | 13F | Tudor Financial Inc. | 24.471 | 4,50 | 1.986 | 16,55 | ||||
| 2026-02-02 | 13F | Holistic Planning, LLC | 18.231 | 1.480 | ||||||
| 2026-01-15 | 13F | MEMBERS Trust Co | 2.762 | -0,72 | 224 | 10,89 | ||||
| 2026-02-05 | 13F | Tennessee Valley Asset Management Partners | 145.028 | 1,03 | 11.772 | 12,68 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 23.047 | -82,53 | 1.877 | -80,45 | ||||
| 2026-02-13 | 13F | Excelsior Advisor Network LLC | 80.846 | 6.562 | ||||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 75.945 | -12,52 | 6.164 | -2,42 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 65.076 | -1,06 | 6.103 | 24,40 | ||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 875 | 0,00 | 71 | 12,70 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 55.587 | -17,45 | 4.901 | -10,34 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 3.803 | 335 | ||||||
| 2025-11-12 | 13F | RiverGlades Family Offices LLC | 88.500 | -1,16 | 6.440 | 15,35 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 66 | 5 | ||||||
| 2026-01-29 | 13F | Elevated Financial Group LLC | 45.539 | 3.696 | ||||||
| 2026-02-10 | 13F | JTC Employer Solutions Trusteee Ltd | 12.632 | 0,00 | 1 | |||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 64.140 | -4,18 | 5.206 | 6,88 | ||||
| 2026-02-13 | 13F | Okabena Investment Services Inc | 186.460 | -0,29 | 15.135 | 11,21 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 10.120 | 892 | ||||||
| 2026-04-23 | 13F | Catalyst Investment Management LLC | 28.215 | -26,22 | 2.577 | -16,98 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 818.322 | 0,31 | 66.423 | 11,89 | ||||
| 2026-02-10 | 13F | Excalibur Management Corp | 4.000 | 325 | ||||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 13.043 | -30,07 | 1.150 | -24,06 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 36.196 | 0,00 | 3.191 | 8,61 | ||||
| 2026-02-17 | 13F | Pinnacle Family Advisors, LLC | 3.026 | 0,00 | 246 | 11,36 | ||||
| 2026-03-13 | 13F/A | Pensionmark Financial Group, Llc | 186.755 | 34,14 | 15.159 | 49,62 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 33.020 | -4,18 | 2.911 | 4,08 | ||||
| 2026-02-18 | 13F | Pacific Excel Wealth Advisors, Inc. | 6.113 | 504 | ||||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 146.000 | -6,89 | 11.851 | 3,86 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 16.204 | 3,67 | 1.315 | 15,66 | ||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 432.527 | -48,16 | 38.132 | -43,70 | ||||
| 2026-01-23 | 13F | Blue Fin Capital, Inc. | 15.396 | 0,00 | 1.250 | 11,52 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 171.173 | -60,52 | 13.896 | -55,48 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 3.420 | 0,00 | 302 | 8,66 | ||||
| 2026-02-12 | 13F | Signet Investment Advisory Group, Inc. | 154.869 | -13,35 | 12.571 | -3,35 | ||||
| 2026-02-11 | 13F | Tacita Capital Inc | 7.777 | 0,00 | 631 | 11,68 | ||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 67 | 0,00 | 5 | 25,00 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 1.725.125 | 1,90 | 140.028 | 13,66 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 3.552 | -11,77 | 313 | -3,99 | ||||
| 2026-02-19 | 13F | Briggs Wealth Management, Inc | 4.244 | 344 | ||||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 738.586 | 7,07 | 59.951 | 19,43 | ||||
| 2025-10-27 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 4.844 | 20,74 | 393 | 35,05 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 2.077 | -0,91 | 183 | 7,65 | ||||
| 2026-01-26 | 13F | Dakota Community Bank & Trust NA | 375 | 30 | ||||||
| 2026-01-12 | 13F | Kaydan Wealth Management, Inc. | 431.597 | -3,24 | 35.033 | 7,92 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 31.925 | 16,48 | 2.815 | 26,53 | ||||
| 2026-01-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 36.595 | -38,24 | 2.970 | -31,12 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 25.546 | 1,39 | 2.252 | 10,12 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 5.592 | 454 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 56.816 | -44,73 | 5.009 | -39,97 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 9.006 | 2,77 | 731 | 11,96 | ||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 4.850 | -21,14 | 428 | -14,43 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 6.018 | -52,78 | 531 | -48,74 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 362 | 0 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 298.181 | 73,79 | 26.741 | 92,01 | ||||
| 2026-04-13 | 13F | Salem Investment Counselors Inc | 2.719 | 240 | ||||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 2.830 | -15,95 | 249 | -8,79 | ||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | Put | 27.500 | 0,00 | 2.232 | 11,54 | |||
| 2026-02-13 | 13F | Squarepoint Ops LLC | 6.201 | 0,94 | 503 | 12,53 | ||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 1.250 | 101 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 584.437 | -62,37 | 52 | -59,52 | ||||
| 2026-01-22 | 13F | DDD Partners, LLC | 5.765 | 0,00 | 468 | 11,46 | ||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | Call | 5.800 | 0,00 | 471 | 11,37 | |||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 18.414 | 1.623 | ||||||
| 2026-02-14 | 13F | POM Investment Strategies, LLC | 213 | 17 | ||||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 181.382 | -9,87 | 15.991 | -2,11 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | ATX Financial Planning, LLC | 33.598 | 2.727 | ||||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 256 | 0,00 | 0 | |||||
| 2026-04-01 | 13F | Signature Wealth Management Group | 5.879 | -12,81 | 518 | -5,30 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 17 | -73,02 | 1 | -80,00 | ||||
| 2026-04-14 | 13F | Jeppson Wealth Management, Llc | 3.370 | 0,00 | 297 | 8,79 | ||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 37.004 | -17,59 | 3.004 | -8,08 | ||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 243 | 0,00 | 20 | 11,76 | ||||
| 2026-02-06 | 13F | 3EDGE Asset Management, LP | 4.542 | -0,83 | 369 | 10,51 | ||||
| 2026-02-12 | 13F | Wagner Wealth Management, Corp | 11.878 | 964 | ||||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 124.996 | 30,21 | 10.146 | 45,25 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 75 | 0,00 | 7 | 0,00 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 106.926 | -7,97 | 9.427 | -0,05 | ||||
| 2026-01-23 | 13F | Hardman Johnston Global Advisors LLC | 3.600 | 0,00 | 292 | 11,88 | ||||
| 2026-02-12 | 13F/A | Pinebridge Investments Llc | 18.390 | 1.493 | ||||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 20.217 | 59,88 | 1.782 | 73,68 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 31.592 | 16,82 | 2.785 | 26,88 | ||||
| 2026-02-23 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 6.599 | 536 | ||||||
| 2026-02-13 | 13F | Knollwood Investment Advisory, LLC | 75.139 | 12,10 | 6.099 | 25,06 | ||||
| 2026-01-20 | 13F | Roger Wittlin Investment Advisory, LLC | 36.220 | 5,49 | 2.940 | 17,65 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 2.793 | -62,27 | 246 | -60,26 | ||||
| 2026-02-13 | 13F | 17 Capital Partners, Llc | 7.954 | 646 | ||||||
| 2025-11-13 | 13F | Benchmark Investment Advisors LLC | 7.320 | -0,48 | 533 | 22,86 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 28.549 | 23,14 | 2.317 | 37,34 | ||||
| 2026-01-28 | 13F | May Barnhard Investments LLC | 9.372 | 0,00 | 761 | 11,44 | ||||
| 2026-02-17 | 13F | Bank OZK | 33.091 | -1,50 | 2.686 | 9,86 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 3.390.805 | -3,39 | 275.232 | 7,76 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 8.059 | -71,40 | 710 | -68,95 | ||||
| 2025-11-10 | 13F | Ameritas Investment Partners, Inc. | 56 | 0,00 | 4 | 33,33 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 3.794 | -45,34 | 334 | -40,67 | ||||
| 2026-04-17 | 13F | Gibson Capital, LLC | 70.267 | -0,01 | 6.195 | 8,61 | ||||
| 2026-01-23 | 13F | Timber Creek Capital Management LLC | 227.077 | -3,43 | 18.432 | 7,71 | ||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 4.695 | -0,68 | 414 | 7,83 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 18.535 | -14,83 | 1.634 | -7,47 | ||||
| 2026-02-11 | 13F | GFS Advisors, LLC | 104.642 | 8.494 | ||||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 6.579 | -66,11 | 580 | -63,17 | ||||
| 2026-01-26 | 13F | Atlas Wealth Partners, LLC | 8.045 | 24,88 | 653 | 39,53 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 38.921 | 4,43 | 3.159 | 16,48 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 7.267.819 | 10,00 | 590.234 | 22,52 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 6 | -99,63 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | Kornitzer Capital Management Inc /ks | 11.708 | -10,34 | 950 | 0,00 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 247.652 | -3,79 | 20.102 | 7,31 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 2.667 | 0,00 | 235 | 8,80 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 345 | 25 | ||||||
| 2026-04-09 | 13F | Stewardship Concepts Financial Services Llc | 51.317 | -2,66 | 4.524 | 5,65 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 10.176 | -5,13 | 826 | 5,77 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 166.157 | -1,31 | 14.648 | 7,19 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 33.929 | 18,49 | 2.754 | 32,21 | ||||
| 2026-02-12 | 13F | Callan Family Office, LLC | 106.384 | -11,79 | 8.635 | -1,60 | ||||
| 2026-02-04 | 13F | First Eagle Investment Management, LLC | 3.121 | 0,00 | 253 | 11,45 | ||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Avestar Capital, LLC | 117.352 | 12,54 | 9.525 | 25,53 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 59.698 | 10,64 | 4.846 | 23,41 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 36.009 | -22,20 | 3.175 | -15,50 | ||||
| 2026-02-06 | 13F | SGL Investment Advisors, Inc. | 59.032 | 10,97 | 5.344 | 33,00 | ||||
| 2026-02-13 | 13F | Cape Cod Five Cents Savings Bank | 8.275 | 0,00 | 411 | 0,00 | ||||
| 2026-02-17 | 13F | Quest Investment Management Llc | 268.182 | -15,83 | 21.768 | -6,12 | ||||
| 2026-02-10 | 13F | Sfmg, Llc | 3.586 | 291 | ||||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 560 | 0,00 | 45 | 12,50 | ||||
| 2026-02-11 | 13F | Syon Capital Llc | 297.585 | 24.155 | ||||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 6.351.725 | -6,80 | 515.570 | 3,96 | ||||
| 2026-01-23 | 13F | Beacon Harbor Wealth Advisors, Inc. | 169.274 | -4,69 | 13.740 | 6,31 | ||||
| 2026-02-03 | 13F | Crestwood Advisors Group LLC | 8.979 | 2,86 | 729 | 14,65 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 707 | 57 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 11.844.631 | -10,03 | 961.429 | 0,35 | ||||
| 2026-02-12 | 13F | Absolute Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Market Street Wealth Management Advisors Llc | 2.433 | -11,30 | 214 | -3,60 | ||||
| 2026-02-05 | 13F | Panoramic Investment Advisors, Llc | 7.184 | 2,19 | 583 | 14,09 | ||||
| 2026-04-07 | 13F | Attessa Capital LLC | 2.905 | 0,00 | 256 | 8,94 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 12.823 | 0,05 | 1.130 | 8,65 | ||||
| 2026-02-11 | 13F | Arrowroot Family Office, LLC | 10.954 | 4,17 | 889 | 16,21 | ||||
| 2025-10-28 | 13F | D. Scott Neal, Inc. | 67.117 | -8,50 | 4.884 | 6,78 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 5.665 | -21,34 | 499 | -14,55 | ||||
| 2026-04-24 | 13F | Cyr Financial Inc. | 3.859 | 340 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 137.797 | -3,92 | 12.148 | 4,36 | ||||
| 2026-02-12 | 13F | Concorde Asset Management, LLC | 4.771 | 22,21 | 387 | 37,23 | ||||
| 2026-01-22 | 13F | True North Advisors, LLC | 101.817 | -1,98 | 8.264 | 9,33 | ||||
| 2026-02-02 | 13F | Verger Capital Management LLC | 270.798 | 5,09 | 21.981 | 17,21 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 80.705 | 3,69 | 7.238 | 14,56 | ||||
| 2026-04-20 | 13F | Cushing Capital Partners, LLC | 37.984 | -26,68 | 3.349 | -20,36 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 2.520 | -1,14 | 222 | 7,77 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 2.900 | 2,29 | 235 | 14,08 | ||||
| 2026-04-27 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 2.500 | 0,00 | 0 | |||||
| 2026-04-15 | 13F | Trust Point Inc. | 38.330 | -0,26 | 3.379 | 8,34 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 40 | 0,00 | 4 | 0,00 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 57.998 | 2,32 | 4.708 | 14,14 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 417.219 | 0,29 | 36.782 | 8,93 | ||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 86.156 | -1,43 | 6.993 | 9,95 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 17.305 | 9,59 | 1.526 | 19,05 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 17.361 | 0,58 | 1.531 | 9,21 | ||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 3.448 | 0,00 | 280 | 11,60 | ||||
| 2026-02-04 | 13F | Hallmark Capital Management Inc | 82 | 7 | ||||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 732.603 | 3,74 | 59.465 | 15,72 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 22.488 | 0,00 | 1.825 | 0,00 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 75.410 | 2,26 | 6.648 | 11,08 | ||||
| 2025-11-12 | 13F | Accredited Wealth Management, LLC | 615 | -96,49 | 1.316 | 20,31 | ||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 43.288 | -5,05 | 3.514 | 5,91 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 2.319.569 | 2,54 | 188.279 | 14,37 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | Put | 100 | 0 | |||||
| 2026-02-05 | 13F | Elyxium Wealth, LLC | 44.826 | -3,52 | 3.639 | 7,63 | ||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 6.048 | 0,00 | 533 | 8,78 | ||||
| 2026-02-13 | 13F | Beacon Capital Management, LLC | 2.519 | 204 | ||||||
| 2026-02-11 | 13F | Modus Advisors, LLC | 297.162 | -1,98 | 24.121 | 9,34 | ||||
| 2026-02-11 | 13F | SlateStone Wealth, LLC | 22.511 | -11,06 | 2 | 0,00 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 142.884 | -9,88 | 11.598 | 0,52 | ||||
| 2026-02-09 | 13F | M3 Wealth Management, LLC | 31.310 | 2.541 | ||||||
| 2026-04-17 | 13F | FFG Partners, LLC | 16.158 | -6,65 | 1.424 | 1,42 | ||||
| 2026-02-10 | 13F | Private Wealth Asset Management, LLC | 21.404 | 23,87 | 1.737 | 38,19 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 2.106.672 | 4,90 | 170.999 | 17,00 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 407.453 | 11,52 | 33.073 | 24,40 | ||||
| 2026-02-19 | 13F/A | Axxcess Wealth Management, Llc | 776.549 | -8,74 | 63.032 | 1,80 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 20.397 | -11,70 | 1.798 | -4,06 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 3.824 | 0,00 | 310 | 11,51 | ||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 38.213 | -1,47 | 3.102 | 9,89 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 7.662 | -3,18 | 622 | 8,00 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 447.028 | -8,71 | 36.285 | 1,83 | ||||
| 2026-02-10 | 13F | Moment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Sanchez Wealth Management Group | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Lantern Wealth Advisors, LLC | 7.046 | -2,93 | 572 | 8,14 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 659.300 | 127,82 | 53.515 | 154,12 | |||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 2.555.200 | 77,00 | 207.406 | 97,43 | |||
| 2026-01-26 | 13F | Whittier Trust Co Of Nevada Inc | 122.605 | 18,50 | 10.375 | 36,95 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 162.082 | 15,74 | 13.156 | 21,14 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 147.484 | -2,12 | 11.971 | 9,18 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 420 | 37 | ||||||
| 2026-01-07 | 13F | Holistic Financial Partners | 30.322 | -8,08 | 2.461 | 2,54 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 27.221 | 30,83 | 2 | 100,00 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 7.243 | 76,87 | 588 | 97,64 | ||||
| 2025-11-12 | 13F | Pitcairn Co | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 77.256 | 5,00 | 6.811 | 14,03 | ||||
| 2026-02-13 | 13F | MorganRosel Wealth Management, LLC | 2.635 | 214 | ||||||
| 2026-04-13 | 13F | Harrington Investments, INC | 3.843 | 0,00 | 339 | 8,68 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 2.812 | 0,00 | 248 | 8,33 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 6.165 | 73,52 | 500 | 93,80 | ||||
| 2026-02-04 | 13F | Centric Wealth Management | 3.577 | 0,00 | 313 | 16,36 | ||||
| 2026-02-10 | 13F | Alpha Financial Partners, LLC | 12.960 | 0,11 | 1.052 | 11,57 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 3.789 | 0,08 | 308 | 11,64 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 3.443 | 5,10 | 0 | |||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 46.587 | -50,61 | 4.107 | -46,35 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 18.443 | -1,54 | 1.497 | 9,83 | ||||
| 2026-04-09 | 13F | Butensky & Cohen Financial Security, Inc | 17.931 | 28,63 | 1.581 | 39,70 | ||||
| 2026-01-21 | 13F | DMG Group, LLC | 19.131 | 15,37 | 1.553 | 28,69 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 328.795 | -1,62 | 28.987 | 6,85 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 3.498 | 10,28 | 308 | 19,84 | ||||
| 2026-01-12 | 13F | Hillcrest Wealth Advisors - NY, LLC | 4.650 | 0,00 | 377 | 11,54 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 2.502 | 203 | ||||||
| 2026-04-07 | 13F | Eastern Bank | 40.639 | 13,67 | 3.583 | 23,47 | ||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 32.100 | -0,52 | 2.830 | 8,02 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 663.221 | -7,06 | 53.834 | 3,68 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 3.334 | 0,00 | 294 | 8,52 | ||||
| 2026-02-13 | 13F | Cohen & Steers, Inc. | 172.493 | -48,86 | 14 | -41,67 | ||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 5.622 | 10,19 | 504 | 21,74 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 101.297 | 1,96 | 8.222 | 13,74 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 141.905 | 1,24 | 11.518 | 12,92 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 2.850 | 251 | ||||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 6.600 | 2,01 | 582 | 10,67 | ||||
| 2026-02-17 | 13F | Hilltop Holdings Inc. | 44.863 | 9,37 | 3.642 | 21,98 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 301.595 | -21,09 | 26.589 | -14,30 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 9.239 | 17,63 | 750 | 31,17 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 8.640 | -25,27 | 762 | -18,87 | ||||
| 2026-02-11 | 13F | Twin Tree Management, LP | Put | 2.385.500 | -70,87 | 193.631 | -67,51 | |||
| 2026-02-11 | 13F | Lowe Brockenbrough & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Hoey Investments, Inc | 175 | 0,00 | 14 | 16,67 | ||||
| 2026-01-28 | 13F | Sage Private Wealth Group, Llc | 186.346 | 2,23 | 15.126 | 14,03 | ||||
| 2026-02-11 | 13F | Twin Tree Management, LP | Call | 300.000 | -65,51 | 24.351 | -61,53 | |||
| 2026-02-17 | 13F | Maripau Wealth Management Llc | 4.996 | -8,36 | 406 | 2,27 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 23.029 | -46,65 | 2.030 | -42,05 | ||||
| 2026-02-09 | 13F | Firestone Capital Management | 61.962 | 3,58 | 5.029 | 15,53 | ||||
| 2026-04-10 | 13F | Green Ridge Wealth Planning LLC | 30.733 | 71,40 | 2.709 | 86,19 | ||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 3.606 | 18,97 | 318 | 28,86 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 2.935 | 0 | ||||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 78.710 | -5,74 | 6.389 | 5,13 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 90.129 | 7 | ||||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 17.415 | -68,39 | 1.535 | -65,67 | ||||
| 2026-02-12 | 13F | Azimuth Capital Investment Management LLC | 27.524 | 1,85 | 2.234 | 13,63 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 6.727 | 5,01 | 593 | 14,26 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 159.293 | 16,04 | 14.043 | 26,04 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 15.478 | -12,42 | 1.365 | -4,88 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 6.983 | 0,01 | 616 | 8,66 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | First Interstate Bank | 2.865 | -5,35 | 233 | 5,45 | ||||
| 2026-02-12 | 13F | Tocqueville Asset Management L.p. | 1.754.253 | -3,51 | 142.393 | 7,63 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 9.123 | 133,92 | 804 | 154,43 | ||||
| 2026-02-13 | 13F | South Plains Financial, Inc. | 1.373 | -16,02 | 111 | -5,93 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 3.289 | 290 | ||||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 2.204.361 | 12,54 | 178.928 | 25,53 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 48.800 | -11,31 | 4.302 | -3,67 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-26 | 13F/A | Authentikos Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 10.900 | 69,91 | 961 | 84,62 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 5.594 | 125,38 | 493 | 145,27 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 1.177.701 | 0,70 | 95.594 | 12,32 | ||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 52.439 | 115,34 | 4 | 300,00 | ||||
| 2026-02-17 | 13F | Amundi | 8.000 | 649 | ||||||
| 2026-02-04 | 13F | Certior Financial Group, Llc | 2.772 | -0,04 | 225 | 11,94 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 46.724 | 1,09 | 3.793 | 12,76 | ||||
| 2026-02-06 | 13F | Auxano Advisors, LLC | 16.660 | -1,22 | 1.352 | 10,19 | ||||
| 2026-02-12 | 13F | Richmond Investment Services, LLC | 6.329 | 10,90 | 514 | 23,61 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 255.500 | -1,25 | 20.739 | 10,14 | ||||
| 2026-03-06 | 13F | Hsbc Holdings Plc | 646.402 | 51,01 | 52.467 | 68,43 | ||||
| 2026-03-25 | 13F | Mission Financial Group, LLC | 5.912 | 480 | ||||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 363.510 | 42,15 | 29.506 | 58,57 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 7.515 | -2,02 | 610 | 9,14 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 6.156 | -0,84 | 543 | 7,75 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 807.580 | -1,20 | 71.196 | 7,31 | ||||
| 2026-02-05 | 13F | Plante Moran Financial Advisors, LLC | 26.430 | 537,33 | 2.145 | 612,62 | ||||
| 2026-02-12 | 13F | Burke & Herbert Bank & Trust Co | 3.834 | 0,00 | 311 | 11,47 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 34.341 | -2,14 | 3.028 | 6,29 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 71.641 | 0,47 | 6.212 | 14,93 | ||||
| 2026-02-23 | 13F | Forthright Family Wealth Advisory LLC | 47.007 | 3,73 | 3.816 | 15,71 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 4.281 | 22,98 | 377 | 33,69 | ||||
| 2026-01-16 | 13F | Blossom Wealth Management | 17.715 | -20,44 | 1.438 | -11,30 | ||||
| 2026-02-04 | 13F | Ofc Financial Planning, Llc | 34.132 | -0,91 | 2.770 | 10,53 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 4.119 | 363 | ||||||
| 2026-01-22 | 13F | Willis Investment Counsel | 2.750 | 0,00 | 223 | 11,50 | ||||
| 2026-04-10 | 13F | Briaud Financial Planning, Inc | 80.824 | -0,49 | 7.125 | 8,07 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1.716 | 52,26 | 151 | 65,93 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 21.842 | 5,56 | 1.926 | 14,65 | ||||
| 2026-01-23 | 13F | Peak Financial Management, Inc. | 3.236 | 0,00 | 263 | 11,49 | ||||
| 2026-02-13 | 13F | Battery Global Advisors, LLC | 524 | -99,53 | 359 | -95,58 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 24.517 | -73,72 | 2.082 | -72,51 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2.030 | 600,00 | 179 | 673,91 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 20.108 | -4,82 | 1.773 | 3,38 | ||||
| 2026-01-15 | 13F | Jaffetilchin Investment Partners, LLC | 5.998 | 40,11 | 487 | 56,27 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 10.972 | -2,62 | 891 | 8,67 | ||||
| 2026-02-13 | 13F | VPR Management LLC | 395.430 | -6,50 | 32.097 | 4,29 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 104.708 | -5,88 | 8.928 | -1,60 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 12.732 | -10,42 | 1.134 | -4,87 | ||||
| 2026-04-15 | 13F | Code Waechter LLC | 4.339 | 0,00 | 383 | 8,52 | ||||
| 2026-02-09 | 13F | Employees Retirement System of Texas | 244.500 | 20 | ||||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 43.766 | 7,20 | 3.897 | 17,56 | ||||
| 2025-11-17 | 13F | Avondale Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 41.459 | -2,47 | 3.655 | 5,94 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 99.684 | -0,50 | 8.788 | 8,07 | ||||
| 2026-02-02 | 13F | Golden Road Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Apella Capital, LLC | 40.489 | 22,71 | 3.698 | 38,09 | ||||
| 2026-02-13 | 13F | Saxon Interests, Inc. | 4.056 | 0,00 | 329 | 24,62 | ||||
| 2026-02-06 | 13F | VSM Wealth Advisory, LLC | 178 | 0,00 | 14 | 16,67 | ||||
| 2026-04-09 | 13F | Curated Wealth Partners LLC | 16.522 | 0,00 | 1.457 | 8,58 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Soltis Investment Advisors LLC | 7.231 | -2,98 | 587 | 8,12 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 153.554 | -0,45 | 13.537 | 8,12 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 2.596 | 225 | ||||||
| 2026-02-17 | 13F | Pennington Partners & Co., Llc | 10.062 | 166,90 | 817 | 197,81 | ||||
| 2026-02-13 | 13F | A4 Wealth Advisors LLC | 20.353 | 47,87 | 1.652 | 65,03 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 2.432.288 | 0,81 | 197.429 | 12,45 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 129.077 | -7,73 | 11.379 | 0,22 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 7.531 | 39,98 | 1 | |||||
| 2026-02-11 | 13F | United Financial Planning Group LLC | 152 | -29,63 | 12 | -20,00 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 16.374 | 28,47 | 1.329 | 43,37 | ||||
| 2026-01-07 | 13F | BCGM Wealth Management, LLC | 70.338 | -1,83 | 5.709 | 9,49 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 4.185 | 3,26 | 369 | 12,20 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 296.283 | 3,42 | 24.049 | 15,37 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 312.009 | 0,90 | 25.326 | 12,55 | ||||
| 2026-02-11 | 13F | Madden Advisory Services, Inc. | 89.771 | -4,67 | 7.287 | 6,33 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 4.330 | 351 | ||||||
| 2026-02-13 | 13F | Prudential Financial Inc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Davies Financial Advisors, Inc. | 7.797 | -69,68 | 687 | -67,08 | ||||
| 2026-02-11 | 13F | Fca Corp /tx | 2.666 | 216 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 28.693 | -34,13 | 2.530 | -28,46 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 10 | 0,00 | 1 | |||||
| 2026-01-26 | 13F | Private Trust Co Na | 20.893 | -15,41 | 1.696 | -5,68 | ||||
| 2026-04-15 | 13F | McAlvany Wealth Management LLC | 8.087 | -0,06 | 687 | 4,57 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 1.519 | 14,04 | 123 | 28,13 | ||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 36.385 | 14,62 | 2.953 | 27,84 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 34.693 | 5,90 | 2.816 | 18,12 | ||||
| 2026-01-29 | 13F | Rakuten Securities, Inc. | 1.497 | 46,91 | 122 | 63,51 | ||||
| 2026-04-23 | 13F | Chelsea Counsel Co | 309 | 0,00 | 25 | 0,00 | ||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 1.318 | 0,00 | 107 | 11,58 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 320.976 | 2,84 | 26.053 | 14,72 | ||||
| 2026-01-28 | 13F | Turtle Creek Wealth Advisors, LLC | 2.493 | 202 | ||||||
| 2026-02-20 | 13F | SB Capital Management Inc | 6.920 | 562 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 51 | 5.000,00 | 4 | |||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 89.704 | -49,33 | 7.908 | -44,97 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 58.696 | 7,86 | 5.175 | 17,14 | ||||
| 2026-01-30 | 13F | 5th Street Advisors, LLC | 16.039 | -8,98 | 1.302 | 1,48 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 295.565 | -0,99 | 23.991 | 10,44 | ||||
| 2026-02-13 | 13F | Cynosure Management, Llc | 7.814 | -0,74 | 634 | 10,84 | ||||
| 2026-04-10 | 13F | Novem Group | 17.655 | 2,59 | 1.556 | 11,46 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 3.510 | -4,57 | 309 | 3,69 | ||||
| 2026-02-17 | 13F | Compass Wealth Management, LLC/GA | 14.738 | 0,00 | 1.196 | 11,57 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 105.150 | 9.270 | ||||||
| 2026-01-23 | 13F | Sheridan Capital Management, LLC | 22.633 | -0,52 | 1.837 | 11,00 | ||||
| 2026-01-28 | 13F | Schmidt P J Investment Management Inc | 9.362 | 1,15 | 760 | 12,78 | ||||
| 2026-02-06 | 13F | Delta Financial Advisors Llc | 81.124 | 1,00 | 6.585 | 12,64 | ||||
| 2026-02-12 | 13F | Marex Group plc | 73.194 | -4,13 | 5.941 | 6,95 | ||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 53 | 0,00 | 4 | 33,33 | ||||
| 2026-02-17 | 13F | Trustmark National Bank Trust Department | 14.651 | 1,38 | 1.189 | 13,13 | ||||
| 2026-02-09 | 13F | Clear Investment Research, Llc | 6.572 | 11,11 | 533 | 23,95 | ||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 3.474 | -3,93 | 306 | 4,44 | ||||
| 2026-04-24 | 13F | Legend Financial Advisors, Inc. | 175.659 | -9,71 | 15.486 | -1,94 | ||||
| 2026-04-08 | 13F | Presidio Capital Management, LLC | 6.266 | 10,88 | 552 | 20,52 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 60.162 | 4.883 | ||||||
| 2026-02-17 | 13F | Regal Investment Advisors LLC | 66.628 | 16,72 | 5.408 | 30,19 | ||||
| 2026-04-17 | 13F | Viewpoint Capital Management LLC | 8.049 | -2,37 | 710 | 5,98 | ||||
| 2026-02-11 | 13F | Greykasell Wealth Strategies, Inc. | 10.240 | 1.107,55 | 831 | 1.262,30 | ||||
| 2026-04-27 | 13F | DSG Capital Advisors, LLC | 141.477 | 0,08 | 12.473 | 1,75 | ||||
| 2026-02-13 | 13F | Fort Point Capital Partners LLC | 14.714 | -22,26 | 1.276 | -7,41 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 6.275 | 0,69 | 553 | 9,50 | ||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 294.813 | 0,34 | 25.991 | 8,99 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 288.631 | -25,09 | 23.428 | -16,44 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 23.891 | -43,57 | 2.106 | -38,71 | ||||
| 2026-02-12 | 13F | Fiduciary Group LLC | 3.935 | 0,00 | 319 | 11,54 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 118.391 | 0,04 | 10.437 | 8,65 | ||||
| 2026-02-17 | 13F | KM Capital Management Ltd. | 70.432 | 15,60 | 13.482 | 204,13 | ||||
| 2026-02-11 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 2.837 | -10,48 | 230 | 0,00 | ||||
| 2026-02-13 | 13F | Allie Family Office LLC | 61.861 | -5,54 | 5.021 | 5,33 | ||||
| 2026-02-12 | 13F | Empower Advisory Group, LLC | 5.520.278 | -5,97 | 448.081 | 4,88 | ||||
| 2026-02-11 | 13F | First American Trust, Fsb | 338.339 | 0,26 | 27.463 | 11,83 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 18.681 | 9,53 | 1.647 | 18,93 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 40.752 | 16,99 | 3.593 | 27,06 | ||||
| 2026-02-06 | 13F | Intellus Advisors LLC | 586.596 | -12,83 | 47.614 | -2,77 | ||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 63.361 | 55,39 | 5.586 | 68,78 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 23.493 | 7,59 | 1.907 | 20,03 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 3.682 | -63,67 | 325 | -60,58 | ||||
| 2025-11-13 | 13F | Summit X, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Grove Bank & Trust | 146.468 | 0,87 | 12.913 | 9,55 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 291 | -7,03 | 26 | 0,00 | ||||
| 2026-02-10 | 13F | Colton Groome Financial Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Concord Wealth Partners | 186 | 0,00 | 15 | 15,38 | ||||
| 2026-02-17 | 13F | Argyle Capital Partners, LLC | 3.627 | 0,00 | 294 | 11,79 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 206.701 | 0,00 | 16.778 | 11,54 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 30.958 | -44,18 | 2.729 | -39,37 | ||||
| 2026-04-21 | 13F | E&G Advisors, LP | 3.952 | -0,08 | 348 | 8,41 | ||||
| 2026-02-10 | 13F | Henderson Brothers Financial Partners, LLC | 4.613 | 374 | ||||||
| 2026-02-13 | 13F | Commerce Bank | 170.899 | -0,67 | 13.872 | 10,79 | ||||
| 2026-01-21 | 13F | Indiana Trust & Investment Management CO | 6.885 | 0,00 | 559 | 11,38 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 206.836 | -0,26 | 16.789 | 11,25 | ||||
| 2026-01-20 | 13F | Relyea Zuckerberg Hanson LLC | 31.505 | 0,00 | 2.557 | 11,56 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 6.764 | -0,44 | 596 | 8,17 | ||||
| 2026-02-13 | 13F | Evelyn Partners Asset Management Ltd | 81.392 | 1,11 | 6.607 | 12,79 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 5.924 | 0,00 | 531 | 10,63 | ||||
| 2026-02-04 | 13F | Purkiss Capital Advisors LLC | 177.693 | 7,30 | 14.423 | 19,68 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 428.007 | -1,99 | 34.741 | 9,33 | ||||
| 2026-02-13 | 13F | Bragg Financial Advisors, Inc | 4.402 | 8,40 | 357 | 21,02 | ||||
| 2026-01-20 | 13F | Wall Street Access Asset Management, LLC | 275 | 0,00 | 22 | 10,00 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 123.121 | 9,45 | 10.854 | 18,87 | ||||
| 2026-02-13 | 13F | Vontobel Holding Ltd. | 79.694 | 0,01 | 6.469 | 11,56 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 95 | 8 | ||||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 35.712 | -2,56 | 2.899 | 8,66 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 7.963 | 18,62 | 702 | 14,54 | ||||
| 2026-02-13 | 13F | Evernest Financial Advisors, LLC | 2.639 | -14,95 | 252 | 12,00 | ||||
| 2026-01-26 | 13F | Hendershot Investments Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Aviva Plc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 3.485 | 283 | ||||||
| 2026-02-17 | 13F | Moon Capital Management Lp | 1.559.604 | 0,00 | 126.593 | 11,54 | ||||
| 2026-03-03 | 13F/A | Integrated Investment Consultants, LLC | 8.522 | -46,23 | 692 | -13,62 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 2.604 | 0,00 | 230 | 8,53 | ||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 9.497 | 237,01 | 771 | 275,61 | ||||
| 2026-02-17 | 13F | Miller Capital Partners, Inc. | 125 | 10 | ||||||
| 2026-02-09 | 13F | MRP Capital Investments, LLC | 6.875 | 25,00 | 558 | 63,16 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Call | 2.900 | 235 | |||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 79.586 | 5,89 | 6.460 | 18,10 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | 47.996 | 6,76 | 3.896 | 19,08 | ||||
| 2026-02-12 | 13F | First Financial Bankshares Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 5.785 | 11,25 | 470 | 24,07 | ||||
| 2026-04-27 | 13F | Jamison Private Wealth Management, Inc. | 10.954 | 0,00 | 966 | 8,55 | ||||
| 2026-04-22 | 13F | Phoenix Wealth Advisors | 10.337 | -3,21 | 911 | 5,20 | ||||
| 2026-02-03 | 13F | Diversify Wealth Management, Llc | 54.001 | 1.917,22 | 4.664 | 2.208,42 | ||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 108.996 | 2,19 | 9.609 | 11,00 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 155 | 14 | ||||||
| 2026-02-13 | 13F | Pingora Partners LLC | 784 | 0,00 | 64 | 10,53 | ||||
| 2026-02-13 | 13F | Oxford Financial Group Ltd | 2.973 | 241 | ||||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 282 | -33,02 | 23 | -26,67 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 168.374 | -4,95 | 14.844 | 3,23 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 8.967 | 3,64 | 791 | 8,97 | ||||
| 2026-04-10 | 13F | Franklin Street Advisors Inc /nc | 4.420 | 0,00 | 390 | 8,66 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 530 | 0,00 | 47 | 6,98 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 10.424 | -43,26 | 919 | -38,43 | ||||
| 2026-02-09 | 13F | Fedenia Advisers LLC | 16.053 | 9,03 | 1.303 | 21,66 | ||||
| 2026-02-17 | 13F | Zacks Investment Management | 3.833 | 14,55 | 311 | 27,98 | ||||
| 2026-01-27 | 13F | Busey Wealth Management | 7.176 | 124,25 | 582 | 150,86 | ||||
| 2026-02-13 | 13F | Haverford Trust Co | 3.617 | 3,43 | 294 | 15,35 | ||||
| 2026-01-15 | 13F | Private Advisory Group LLC | 5.900 | 4,11 | 479 | 16,02 | ||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 23.114 | -6,25 | 1.876 | 4,57 | ||||
| 2026-02-17 | 13F | Chilton Investment Co Llc | 9.187 | 52,35 | 746 | 70,09 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 10.790 | 7,14 | 876 | 19,54 | ||||
| 2026-01-26 | 13F | Red Mountain Financial, LLC | 44.377 | -1,14 | 3.602 | 10,29 | ||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 5.498 | 0,00 | 485 | 3,20 | ||||
| 2026-02-10 | 13F | Elm Partners Management LLC | 5.914 | 37,09 | 480 | 53,35 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 8.669 | 11,89 | 704 | 24,87 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 342.473 | -16,54 | 30.192 | -9,36 | ||||
| 2026-04-21 | 13F | WealthNavi Inc. | 6.921.771 | -2,36 | 610 | 6,09 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 300 | 525,00 | 26 | 766,67 | ||||
| 2026-01-26 | 13F | Cm Wealth Advisors Llc | 21.033 | 0,00 | 1.707 | 11,57 | ||||
| 2026-02-11 | 13F | Liberty Square Wealth Partners Llc | 4.290 | -3,29 | 348 | 8,07 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 753 | 61 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 28.004 | -0,16 | 2.469 | 8,44 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 90.709 | -17,58 | 7.997 | -10,49 | ||||
| 2026-02-17 | 13F | Colter Lewis Investment Partners LLC | 3.645 | 296 | ||||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 15.779 | -9,91 | 1.391 | -2,11 | ||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 67.431 | 0,86 | 5.473 | 12,50 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 6.067 | 44,49 | 535 | 57,06 | ||||
| 2026-01-16 | 13F | Omnia Family Wealth, LLC | 126.824 | -0,99 | 10.294 | 10,44 | ||||
| 2026-02-03 | 13F | Manning & Napier Advisors Llc | 791 | 64 | ||||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Safeguard Investment Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 10.294 | 0,00 | 908 | 8,62 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 342.522 | -0,18 | 27.803 | 11,35 | ||||
| 2025-11-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 22.058 | -3,71 | 1.945 | 4,57 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 17.527 | 16,36 | 1.423 | 29,74 | ||||
| 2026-04-20 | 13F | Axecap Investments, LLC | 4.105 | -67,08 | 362 | -64,33 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | Call | 30.000 | 52 | |||||
| 2026-02-17 | 13F | Wealth Architects, LLC | 3.963 | 322 | ||||||
| 2026-04-15 | 13F | Professional Advisory Services Inc | 6.410 | -10,64 | 1 | |||||
| 2026-02-03 | 13F | Alta Wealth Advisors LLC | 2.975 | 241 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 46.399 | -14,01 | 4 | 0,00 | ||||
| 2026-02-11 | 13F | Advocacy Wealth Management Services, LLC | 378.538 | -1,46 | 30.726 | 9,92 | ||||
| 2026-01-26 | 13F | Wbh Advisory Inc | 7.546 | -4,77 | 613 | 6,25 | ||||
| 2026-02-11 | 13F | Wills Financial Group LLC | 147.134 | 9,77 | 11.943 | 22,43 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 2.270 | 200 | ||||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 375 | 0,00 | 33 | 10,00 | ||||
| 2026-02-14 | 13F | Berkshire Asset Management Llc/pa | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Zhang Financial LLC | 473.420 | -0,46 | 38.428 | 11,03 | ||||
| 2026-02-09 | 13F | IPG Investment Advisors LLC | 16.422 | 134,37 | 1.333 | 161,69 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 36.902 | -0,33 | 2.685 | -4,85 | ||||
| 2026-02-12 | 13F | Gould Capital, LLC | 4.569 | 0,00 | 371 | 11,45 | ||||
| 2026-02-12 | 13F | Aberdeen Wealth Management LLC | 14.712 | -1,34 | 1.194 | 10,05 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 1.493 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 19.303.975 | -5,93 | 1.566.904 | 4,93 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 7.220 | -13,68 | 637 | -6,19 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 9.000 | -1,11 | 793 | 7,45 | ||||
| 2026-02-05 | 13F | Guardian Capital, LLC | 36.901 | 2.995 | ||||||
| 2026-01-21 | 13F | Greenleaf Trust | 8.636 | -3,03 | 701 | 8,02 | ||||
| 2026-01-23 | 13F | Howard Capital Management Inc. | 70.361 | 9,84 | 5.711 | 22,53 | ||||
| 2026-02-13 | 13F | Mill Creek Capital Advisors, LLC | 203.287 | 0,00 | 16.501 | 11,54 | ||||
| 2026-02-13 | 13F | Parker Investment Management, LLC | 651.350 | -6,60 | 52.870 | 4,18 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 22.007 | 3,55 | 1.940 | 12,46 | ||||
| 2026-04-17 | 13F | Brave Asset Management Inc | 172.049 | -5,00 | 15.168 | 3,18 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 324.901 | -4,14 | 26.372 | 6,93 | ||||
| 2026-01-29 | 13F | Advantage Trust Co | 3.427 | -3,52 | 278 | 7,75 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 38.022 | 19,12 | 3.352 | 29,42 | ||||
| 2026-01-28 | 13F | Joseph P. Lucia & Associates, LLC | 4.359 | 27,05 | 354 | 41,77 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 219 | 0,00 | 18 | 13,33 | ||||
| 2026-02-11 | 13F | Montis Financial, LLC | 24.378 | 0,00 | 1.979 | 11,56 | ||||
| 2026-02-10 | 13F | Disciplined Investors, L.L.C. | 8.600 | 5,13 | 698 | 17,31 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 10.241 | -0,18 | 903 | 8,41 | ||||
| 2026-04-23 | 13F | Simmons Bank | 28.095 | 35,88 | 2.477 | 47,56 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Key FInancial Inc | 966 | 114,19 | 85 | 136,11 | ||||
| 2026-01-28 | 13F | Mystic Asset Management, Inc. | 3.646 | 0,41 | 296 | 11,74 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 7.182 | -19,73 | 633 | -12,81 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 46.026 | 210,00 | 3.736 | 245,83 | ||||
| 2026-02-17 | 13F | RMB Capital Management, LLC | 12.151 | 31,50 | 986 | 46,73 | ||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Matrix Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 323.995 | -10,44 | 28.563 | -2,72 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 931 | 0,00 | 82 | 9,33 | ||||
| 2026-02-05 | 13F | Berkeley Capital Partners, LLC | 8.475 | -4,59 | 688 | 6,35 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 7.534 | -6,60 | 676 | -2,88 | ||||
| 2026-04-21 | 13F | BCS Private Wealth Management, Inc. | 4.636 | 0,00 | 409 | 8,51 | ||||
| 2026-03-17 | 13F | Cornerstone Planning, LLC | 3.748 | -31,42 | 304 | 12,59 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 71 | 0,00 | 6 | 20,00 | ||||
| 2025-11-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Gamco Investors, Inc. Et Al | 187.171 | 8,40 | 15.193 | 20,92 | ||||
| 2026-02-12 | 13F | Cowa, Llc | 42.007 | -14,04 | 3.410 | -4,13 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 12.662 | -3,07 | 1.028 | 8,11 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 1.174.520 | -4,98 | 95.336 | 5,99 | ||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | GenWealth Group, Inc. | 688.253 | -4,50 | 58.240 | 11,05 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 3.579 | 0,00 | 316 | 8,62 | ||||
| 2026-02-03 | 13F | Indivisible Partners | 4.915 | 399 | ||||||
| 2026-04-13 | 13F | Wynn Capital, LLC | 6.646 | 0,00 | 586 | 8,53 | ||||
| 2026-02-03 | 13F | Sageworth Trust Co | 22.496 | 0,00 | 1.826 | 11,55 | ||||
| 2026-01-21 | 13F/A | Euro Pacific Asset Management, LLC | 10.761 | 18,76 | 1 | |||||
| 2026-02-04 | 13F | Financial Alternatives, Inc | 67.929 | 1,22 | 5.514 | 12,90 | ||||
| 2026-02-23 | 13F | Clear Retirement Advice LLC | 28.347 | 2.566 | ||||||
| 2026-02-05 | 13F | Legacy Financial Group LLC | 52.214 | -6,41 | 4.852 | 19,51 | ||||
| 2026-02-09 | 13F | Delta Asset Management Llc/tn | 190 | -2,56 | 15 | 7,14 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 4.433 | -8,64 | 391 | -0,76 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 5.742 | 2,63 | 506 | 11,45 | ||||
| 2026-02-17 | 13F | Brooks, Moore & Associates, Inc. | 6.076 | 2,10 | 493 | 13,86 | ||||
| 2026-04-14 | 13F | eCIO, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 347.935 | 21,51 | 28.242 | 35,54 | ||||
| 2026-02-13 | 13F | Strategies Wealth Advisors, LLC | 3.486 | 0,00 | 283 | 11,46 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 1.782 | 0,00 | 157 | 9,03 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 5.767 | 0,00 | 508 | 8,55 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 2.791 | -7,71 | 354 | 60,91 | ||||
| 2026-02-05 | 13F | Crosspoint Financial, Llc | 16.721 | 3,34 | 1.357 | 15,29 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 14.913 | 0,00 | 1.210 | 11,52 | ||||
| 2026-02-12 | 13F | Sand Hill Global Advisors, LLC | 6.669 | 0,00 | 541 | 11,55 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 2.314 | 204 | ||||||
| 2026-02-25 | 13F | Topor & Co. Korea | 102.875 | 8 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 27.142 | -7,87 | 2.393 | 0,04 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 4.237 | 0,00 | 374 | 8,75 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 237.730 | 14,71 | 19.297 | 27,96 | ||||
| 2026-02-10 | 13F | Main Management LLC | 250 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 23.390 | -6,86 | 2.062 | 1,18 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 3.329 | 0,00 | 293 | 8,52 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 1.000 | 0,00 | 81 | 12,50 | ||||
| 2026-02-12 | 13F | Circle Wealth Management, LLC | 819.093 | 0,00 | 66.486 | 11,54 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 212.251 | -19,68 | 18.665 | -15,62 | ||||
| 2026-04-20 | 13F | New Hampshire Trust | 4.115 | 0,00 | 363 | 8,38 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 6.496 | 1.306,06 | 50 | 48,48 | ||||
| 2026-04-21 | 13F | Broadway Wealth Solutions, Inc. | 5.054 | -18,30 | 446 | -11,35 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 17.372 | -0,23 | 1.532 | 8,35 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 14.722 | -2,35 | 1.298 | 6,05 | ||||
| 2026-02-05 | 13F | Macroview Investment Management Llc | 21.097 | -21,38 | 1.712 | -12,30 | ||||
| 2026-02-10 | 13F | Riverpoint Wealth Management Holdings, LLC | 12.873 | 0,00 | 1.045 | 11,54 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 14.968 | -0,40 | 1.320 | 8,20 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 1.857 | -0,32 | 164 | 7,95 | ||||
| 2026-01-22 | 13F | Hager Investment Management Services, Llc | 38 | 0,00 | 3 | 50,00 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 6.828 | -7,92 | 554 | 2,78 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 3.230 | -87,39 | 285 | -86,33 | ||||
| 2026-02-17 | 13F | Blueprint Investment Partners LLC | 93.745 | 1,93 | 7.609 | 13,70 | ||||
| 2026-02-13 | 13F | Boston Family Office Llc | 8.421 | -32,20 | 1 | |||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 11.242 | -5,39 | 991 | 2,80 | ||||
| 2026-02-03 | 13F | Cresta Advisors, Ltd. | 564 | 46 | ||||||
| 2026-04-21 | 13F | Urban Wealth Management, LLC | 10.557 | 0,00 | 931 | 8,64 | ||||
| 2026-02-11 | 13F | Alteri Wealth LLC | 4.375 | 0,00 | 355 | 11,64 | ||||
| 2026-02-12 | 13F | Betterment LLC | 22.380 | 22,10 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 109.604 | 19,02 | 8.897 | 32,76 | ||||
| 2026-01-12 | 13F | PUREfi Wealth, LLC | 8.861 | 1,62 | 719 | 13,41 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 410.368 | 32,98 | 33.310 | 52,04 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 94 | 0,00 | 8 | 14,29 | ||||
| 2026-02-04 | 13F | One Day In July LLC | 3.913 | 3,99 | 318 | 16,12 | ||||
| 2026-02-17 | 13F | Awm Capital, Llc | 2.868 | 0,00 | 233 | 11,54 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 384 | 0,00 | 34 | 6,45 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 3.675 | 0,38 | 324 | 8,75 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 17.954 | -10,38 | 1.457 | 0,00 | ||||
| 2026-01-22 | 13F | Mh & Associates Securities Management Corp /adv | 515 | 42 | ||||||
| 2026-01-06 | 13F | Investors Research Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-18 | 13F | SkyView Investment Advisors, LLC | 461.453 | -4,09 | 37 | 5,71 | ||||
| 2026-02-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 393.766 | 111,31 | 31.962 | 135,70 | ||||
| 2026-02-09 | 13F | Mmbg Investment Advisors Co. | 42.900 | 0,00 | 3.482 | 11,57 |
Other Listings
| US:IAU | 88,75 $ |
