Grundlæggende statistik
| Institutionelle aktier (lange) | 908.755.079 - 65,34% (ex 13D/G) - change of -68,63MM shares -7,02% MRQ |
| Institutionel værdi (lang) | $ 436.669.632 USD ($1000) |
Institutionelt ejerskab og aktionærer
Berkshire Hathaway Inc. (PL:BRKB) har 4872 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 908,755,079 aktier. Største aktionærer omfatter Vanguard Group Inc, BlackRock, Inc., State Street Corp, Geode Capital Management, Llc, Morgan Stanley, Bill & Melinda Gates Foundation Trust, Northern Trust Corp, Jpmorgan Chase & Co, Bank of New York Mellon Corp, and Charles Schwab Investment Management Inc .
Berkshire Hathaway Inc. (WSE:BRKB) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of April 30, 2026 is 1.752,00 / share. Previously, on August 26, 2025, the share price was 1.795,20 / share. This represents a decline of 2,41% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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Important Note
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Load All| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 148.339 | -0,69 | 75 | -1,33 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 69.495 | 30,97 | 34.932 | 19,61 | ||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 4.763 | -10,57 | 2.394 | -10,57 | ||||
| 2025-11-13 | 13F | Alamar Capital Management, LLC | 2.489 | 0,00 | 1.251 | 3,47 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 1.877 | 29,54 | 899 | 23,49 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 24.966 | 59,08 | 12.549 | 59,07 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 23.285 | 0,44 | 11.158 | -5,27 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 1.400 | 0,00 | 671 | -4,69 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 14.133 | 0,75 | 7.103 | 0,71 | ||||
| 2026-02-13 | 13F | Bluedoor Private Wealth, Llc | 15.431 | 7.756 | ||||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 3.632 | 0,69 | 1.826 | 0,66 | ||||
| 2026-02-17 | 13F | Advanced Portfolio Management, LLC | 1.551 | -8,66 | 780 | -8,03 | ||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 676 | -4,92 | 340 | -5,04 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 17.198 | -0,66 | 8.241 | -5,30 | ||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 1.943 | 0,00 | 931 | -4,61 | ||||
| 2026-02-09 | 13F | Northstar Financial Companies, Inc. | 1.685 | -5,39 | 847 | -5,47 | ||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 5.454 | 4,18 | 2.741 | 4,18 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 432 | -9,24 | 207 | -13,08 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 879 | -26,13 | 442 | -26,25 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 3.346 | 1.682 | ||||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 2.578 | 1,54 | 1.235 | -3,21 | ||||
| 2026-04-29 | 13F | Nichols & Pratt Advisers Llp /ma | 59.238 | -3,73 | 28.387 | -8,23 | ||||
| 2026-04-08 | 13F | Eastover Investment Advisors LLC | 620 | 4,03 | 297 | -0,67 | ||||
| 2026-04-24 | 13F | Cannon Advisors, Inc. | 2.865 | 3,35 | 1.373 | 0,37 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Atwater Malick LLC | 3.054 | 0,36 | 1.463 | -4,32 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 16.527 | 2,07 | 7.919 | -2,69 | ||||
| 2026-04-13 | 13F | Defender Capital, LLC. | 99.569 | -0,88 | 47.713 | -5,50 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 544 | -2,16 | 261 | -6,81 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 635 | -9,29 | 304 | -13,39 | ||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 739 | 30,11 | 354 | 24,21 | ||||
| 2026-02-13 | 13F | Archetype Wealth Partners | 1.459 | -9,60 | 1 | |||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 864 | 2,37 | 405 | -4,48 | ||||
| 2026-05-01 | 13F | Account Management LLC | 45.314 | -0,88 | 21.714 | -5,50 | ||||
| 2026-02-17 | 13F | Harvey Capital Management Inc | 18.696 | -0,35 | 9.398 | -0,36 | ||||
| 2026-04-24 | 13F | Secured Retirement Advisors, Llc | 1.760 | -65,18 | 843 | -66,81 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 1.502 | 8,06 | 755 | 8,02 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 1.199 | 0,00 | 575 | -4,65 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 195.431 | 4,78 | 93.651 | -0,11 | ||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 1.328 | 0,00 | 668 | 0,00 | ||||
| 2026-04-09 | 13F | Tetrad Corp | 1.923.123 | 0,00 | 921.561 | -4,67 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 565 | 0,00 | 0 | |||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 13.463 | 0,74 | 6.451 | -3,96 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 19.436 | -4,13 | 9.314 | -8,61 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 377 | -33,74 | 181 | -37,06 | ||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 673 | 196,48 | 323 | 182,46 | ||||
| 2026-02-03 | 13F | Lumbard & Kellner, LLC | 4.151 | 2,19 | 2.086 | 2,15 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 2.508 | 0,00 | 1.202 | -4,68 | ||||
| 2026-02-12 | 13F | Ruggiero Investments, Inc. | 607 | 305 | ||||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 755 | 4,72 | 380 | 5,57 | ||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 10.460 | 19,89 | 5.257 | 19,86 | ||||
| 2026-01-13 | 13F | Guerra Pan Advisors, Llc | 5.389 | 0,00 | 2.709 | -0,04 | ||||
| 2026-02-13 | 13F | Cladis Investment Advisory, LLC | 3.198 | 0,00 | 1.365 | -15,06 | ||||
| 2025-11-06 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 2.376 | 1,58 | 1.139 | -3,15 | ||||
| 2026-05-01 | 13F | Torray Llc | 2.884 | 0,00 | 1.382 | -4,62 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 4.349 | 4,44 | 2.084 | -0,43 | ||||
| 2026-02-04 | 13F | JSF Financial, LLC | 8.473 | 1,06 | 4.259 | 1,04 | ||||
| 2025-11-14 | 13F | Point72 (DIFC) Ltd | Put | 400 | -95,65 | 201 | -95,50 | |||
| 2025-11-14 | 13F | Point72 (DIFC) Ltd | Call | 4.400 | -68,79 | 2.212 | -67,70 | |||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 8.045 | -1,00 | 3.855 | -5,61 | ||||
| 2026-02-14 | 13F | Silver Grove Financial Group, Inc. | 3.828 | 1,67 | 1.924 | 1,69 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 3.478.293 | -1,78 | 1.748.364 | -1,80 | ||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 1.226 | 617 | ||||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 6.837 | -12,30 | 3.276 | -16,39 | ||||
| 2026-04-23 | 13F | CWM Advisors, LLC | 25 | 0,00 | 12 | -8,33 | ||||
| 2025-11-14 | 13F | Point72 (DIFC) Ltd | 703 | 354 | ||||||
| 2026-01-16 | 13F | Life Planning Partners, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Regency Capital Management Inc.\DE | 32.937 | 8,93 | 16.556 | 8,91 | ||||
| 2026-02-13 | 13F | ICONIQ Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 1.917 | -1,19 | 919 | -5,85 | ||||
| 2026-04-22 | 13F | J. Team Financial, Inc. | 2.454 | -9,35 | 1.176 | -13,53 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 37.124 | 60,28 | 18.660 | 60,25 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | Put | 10.800 | 0,00 | 5.429 | -0,02 | |||
| 2026-02-02 | 13F | Advisors Preferred, LLC | 5.100 | -28,17 | 2.534 | -28,39 | ||||
| 2026-04-09 | 13F | Overbrook Management Corp | 13.648 | -2,63 | 6.540 | -7,17 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 2.600 | 12,26 | 1.246 | 6,96 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 321.431 | 0,91 | 161.589 | 0,91 | ||||
| 2026-04-15 | 13F | Targeted Financial Services LLC | 742 | -10,92 | 356 | -14,66 | ||||
| 2026-01-22 | 13F | Hill Island Financial Llc | 715 | 0,00 | 360 | 0,00 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 3.846 | -15,10 | 1.843 | -19,06 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 1.071 | -3,86 | 538 | -3,93 | ||||
| 2026-04-08 | 13F | AAFMAA Wealth Management & Trust LLC | 3.458 | 1.657 | ||||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 1.835 | 0,00 | 879 | -4,66 | ||||
| 2026-02-14 | 13F | Elefante Mark B | 1.057 | 60,15 | 531 | 60,42 | ||||
| 2025-11-14 | 13F | ISAM Funds (UK) Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 826 | 1,23 | 396 | -3,66 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 9.764 | 1,97 | 4.679 | -2,78 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 1.698 | -2,36 | 814 | -6,98 | ||||
| 2026-02-12 | 13F | Dimensional Fund Advisors Lp | 7.102.314 | 0,11 | 3.570.026 | 0,10 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 2.306 | 0,92 | 1.105 | -3,75 | ||||
| 2026-02-09 | 13F | Knights of Columbus Asset Advisors LLC | 33.553 | -35,98 | 16.865 | -35,99 | ||||
| 2026-02-12 | 13F | Ardent Capital Management, Inc. | 163.973 | -0,79 | 82.421 | -0,81 | ||||
| 2026-02-13 | 13F | NLB Skladi, upravljanje premozenja, d.o.o. | 68.365 | 34.364 | ||||||
| 2026-04-22 | 13F | tru Independence LLC | 4.784 | -3,59 | 2.292 | -8,10 | ||||
| 2026-02-09 | 13F | Carl P. Sherr & Co., LLC | 1.706 | 1,49 | 820 | -3,08 | ||||
| 2026-02-03 | 13F | CORDA Investment Management, LLC. | 22.510 | -0,02 | 11.315 | -0,04 | ||||
| 2026-02-17 | 13F | Legacy Wealth Advisors, LLC | 1.879 | 944 | ||||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 2.862 | -8,33 | 1.371 | -12,62 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 29.390 | 2,33 | 14.084 | -2,45 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 11.059 | 0,79 | 5.300 | -3,04 | ||||
| 2026-04-07 | 13F | Abner Herrman & Brock Llc | 1.309 | -1,50 | 1 | |||||
| 2026-02-05 | 13F | RiverFront Investment Group, LLC | 47.437 | 3,37 | 23.844 | 3,36 | ||||
| 2026-02-13 | 13F | Searle & Co. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | Lockheed Martin Investment Management Co | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Prostatis Group LLC | 996 | 501 | ||||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 746 | -22,05 | 357 | -25,78 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 1.204 | 1,26 | 577 | -3,52 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 37.873 | 2,09 | 19.037 | 2,07 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 1.355 | -27,38 | 649 | -30,74 | ||||
| 2026-05-01 | 13F | Farrow Financial Inc. | 983 | -3,91 | 471 | -8,37 | ||||
| 2026-04-27 | 13F | Citizens & Northern Corp | 1.449 | -0,48 | 694 | -5,06 | ||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 595 | -8,46 | 299 | -8,28 | ||||
| 2026-02-17 | 13F | Sagewood Asset Management LP | 59.502 | 29.909 | ||||||
| 2026-02-10 | 13F | Crestmont Private Wealth LLC | 1.725 | -1,03 | 867 | -1,03 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 2.774 | -19,38 | 1.329 | -23,13 | ||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 1.484 | -1,72 | 711 | -6,32 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 944.384 | 24,50 | 474.695 | 24,48 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 1.675 | -0,06 | 803 | -4,75 | ||||
| 2026-02-04 | 13F | Virginia Retirement Systems Et Al | 195.887 | -7,52 | 98.463 | -7,53 | ||||
| 2026-04-24 | 13F | Mitchell & Pahl Private Wealth, Llc | 1.226 | 0,00 | 588 | -4,71 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 2.079 | 0,00 | 996 | -4,69 | ||||
| 2026-02-13 | 13F | United Bank | 506 | 0,00 | 254 | 0,00 | ||||
| 2026-02-17 | 13F | one8zero8, LLC | 44.687 | -0,04 | 22.462 | -0,06 | ||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 6.250 | -0,16 | 2.909 | -3,90 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 16.951 | 2,64 | 8.123 | -2,16 | ||||
| 2026-02-02 | 13F | Danske Bank A/s | 826.882 | 4,64 | 415.632 | 4,62 | ||||
| 2026-02-06 | 13F | Twin Capital Management Inc | 16.878 | -11,47 | 8.484 | -11,49 | ||||
| 2026-01-29 | 13F | Brickley Wealth Management | 1.201 | 0,92 | 604 | 0,84 | ||||
| 2026-02-11 | 13F | Allianz Asset Management GmbH | Put | 146.400 | -0,68 | 73.588 | -0,70 | |||
| 2026-02-11 | 13F | Allianz Asset Management GmbH | Call | 120.300 | 7,03 | 60.469 | 7,01 | |||
| 2026-04-21 | 13F | Compass Planning Associates Inc | 526 | -15,57 | 252 | -19,49 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 523 | 0,00 | 251 | -4,58 | ||||
| 2026-02-17 | 13F | Fairholme Capital Management Llc | 48.012 | -0,88 | 24.133 | -0,90 | ||||
| 2026-02-11 | 13F | Allianz Asset Management GmbH | 562.097 | -7,20 | 282.538 | -7,21 | ||||
| 2026-02-10 | 13F | Westpac Banking Corp | 10.111 | -1,62 | 5.082 | -1,63 | ||||
| 2026-04-24 | 13F | Optas, LLC | 8.168 | -5,75 | 3.914 | -10,13 | ||||
| 2026-01-27 | 13F | Highview Capital Management LLC/DE/ | 1.365 | 0,81 | 686 | 0,88 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 76.329 | -91,73 | 38 | -91,79 | ||||
| 2026-04-21 | 13F | Penbrook Management LLC | 3.300 | -1,49 | 1.581 | -6,06 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 2.695 | -0,74 | 1.291 | -5,35 | ||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 36.178 | -0,45 | 18.185 | -0,46 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 3.696 | 12,99 | 1.771 | 7,73 | ||||
| 2026-03-16 | 13F | Osbon Capital Management Llc | 646 | -82,08 | 325 | -57,81 | ||||
| 2026-02-09 | 13F | Arnhold LLC | 34.941 | 0,00 | 17.563 | -0,02 | ||||
| 2026-02-10 | 13F | BlackDiamond Wealth Management Inc. | 2.937 | 5,38 | 1.463 | 4,35 | ||||
| 2026-04-17 | 13F | Bellecapital International Ltd. | 11.393 | -2,62 | 5.460 | -7,16 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 91.911 | 705,95 | 46.199 | 705,84 | ||||
| 2026-04-21 | 13F | Montgomery Investment Management Inc | 634 | 0,00 | 304 | -4,72 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 12.118 | -0,58 | 5.807 | -5,22 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 5.952 | 0,00 | 2.852 | -4,65 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 2.142 | -3,34 | 1.026 | -7,82 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 2.457 | 7,57 | 1.235 | 7,58 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 4.356 | 3,12 | 2.088 | -1,70 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 34.163 | -1,12 | 16.371 | -5,74 | ||||
| 2026-02-13 | 13F | Blackhill Capital Inc | 21.237 | 0,00 | 10.675 | -0,02 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 12.986 | -2,05 | 6.527 | -2,07 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 1.435 | 15,45 | 688 | 10,10 | ||||
| 2026-04-08 | 13F | Partnership Wealth Management, LLC | 2.883 | -3,26 | 1.382 | -7,75 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 8.032 | -62,55 | 3.849 | -64,29 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 2.857 | 8,71 | 1.369 | 3,71 | ||||
| 2026-02-17 | 13F | Kemnay Advisory Services Inc. | 36.038 | 1,10 | 18.115 | 1,08 | ||||
| 2026-01-12 | 13F | Ccm Investment Advisers Llc | 36.136 | 5,98 | 18.164 | 5,96 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 21.422 | 21,10 | 10.265 | 15,45 | ||||
| 2026-04-23 | 13F | Eagle Wealth Advisors LLC | 1.299 | 2,20 | 622 | -2,51 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 1.005 | 0,00 | 482 | -4,55 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 3.131 | 0,03 | 1.500 | -4,64 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 5.438 | 1,12 | 2.606 | -3,63 | ||||
| 2026-02-11 | 13F | CenterBook Partners LP | 48.374 | 24.315 | ||||||
| 2026-02-17 | 13F | Fairview Capital Investment Management, Llc | 167.125 | -3,03 | 84.005 | -3,05 | ||||
| 2026-02-12 | 13F | Edgewood Management Llc | 4.532 | 0,00 | 2.278 | 0,00 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 70.683 | -6,35 | 33.871 | -10,72 | ||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 5.150 | 69,69 | 2.589 | 69,70 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 13.571 | 12,76 | 6.503 | 7,51 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 3.193 | 18,48 | 1.530 | 13,00 | ||||
| 2026-02-13 | 13F | Meixler Investment Management, Ltd. | 28.511 | 1,01 | 14.331 | 0,99 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 915 | -6,92 | 438 | -11,34 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 16.845 | -3,76 | 8.072 | -8,25 | ||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 887.225 | 4,30 | 446 | 4,22 | ||||
| 2026-02-09 | 13F | Millington Financial Advisors, LLC | 605 | 0,67 | 307 | 4,07 | ||||
| 2026-01-21 | 13F | Y.D. More Investments Ltd | 12.501 | -4,31 | 6.284 | -4,28 | ||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 20.131 | 6,63 | 10.119 | 6,61 | ||||
| 2026-02-10 | 13F | Fiduciary Family Office, Llc | 4.258 | -1,11 | 2.140 | -1,11 | ||||
| 2026-04-30 | 13F | Summa Corp. | 5.068 | 4,47 | 2.429 | -0,41 | ||||
| 2026-02-10 | 13F | Peak Retirement Planning, Inc. | 5.576 | -4,81 | 2.803 | -4,86 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 899 | -0,22 | 431 | -4,87 | ||||
| 2026-02-13 | 13F | Progressive Investment Management Corp | 1.660 | 0,00 | 834 | 0,00 | ||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 982 | 0,00 | 471 | -4,67 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 9.340 | 45,21 | 4.695 | 45,19 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 541 | 1,31 | 259 | -3,36 | ||||
| 2026-02-05 | 13F | Clarion Wealth Managment Partners, LLC | 1.606 | 0,00 | 807 | 0,00 | ||||
| 2026-02-09 | 13F | Smith Chas P & Associates Pa Cpas | 164.404 | 66,59 | 82.638 | 66,56 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 10.603 | 2,91 | 5.081 | -1,87 | ||||
| 2026-02-05 | 13F | Passumpsic Savings Bank | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Gsa Capital Partners Llp | 790 | 0 | ||||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 136.860 | 2,03 | 68.793 | 2,02 | ||||
| 2026-02-13 | 13F | Chevy Chase Trust Holdings, Inc. | 1.373.006 | -0,89 | 690.141 | -0,91 | ||||
| 2026-04-15 | 13F | Raub Brock Capital Management LP | 500 | 0,00 | 240 | -4,78 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | Put | 4.000 | -23,08 | 2.011 | -23,11 | |||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 13.114 | 9,11 | 6.284 | 4,02 | ||||
| 2026-02-17 | 13F | Peloton Wealth Strategists | 406 | 0 | ||||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 25.895 | 13,62 | 12.409 | 8,32 | ||||
| 2026-02-17 | 13F | Royal Capital Wealth Management, LLC | 18.715 | 0,00 | 9.407 | -0,01 | ||||
| 2026-01-28 | 13F | Cadinha & Co Llc | 77.088 | -0,27 | 38.748 | -0,29 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 21.888 | 0,31 | 10.489 | -4,38 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 3.367.406 | 2,33 | 1.692.627 | 2,31 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 10.393 | 6,56 | 5.224 | 6,55 | ||||
| 2026-04-21 | 13F | Fulcrum Wealth Advisors, Llc | 5.114 | -4,80 | 2.451 | -9,26 | ||||
| 2026-04-23 | 13F | CBOE Vest Financial, LLC | 40.914 | 331,90 | 19.606 | 311,78 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 2.048 | 228,21 | 981 | 213,42 | ||||
| 2026-02-03 | 13F | Hemenway Trust Co LLC | 4.437 | 2,83 | 2.230 | 2,81 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 196.023 | 41,05 | 98.531 | 41,03 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 1.034 | -0,10 | 495 | -4,81 | ||||
| 2026-02-13 | 13F | Templeton & Phillips Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Northwest Bancshares, Inc. | 5.255 | 1,47 | 2.641 | 1,46 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 2.512 | 42,73 | 1.204 | 36,09 | ||||
| 2026-04-30 | 13F | Dara Capital Us, Inc. | 608 | 0,00 | 291 | -4,59 | ||||
| 2026-02-11 | 13F | Inceptionr Llc | 468 | -87,79 | 235 | -87,80 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.160.139 | -0,31 | 583.170 | -0,14 | ||||
| 2026-02-06 | 13F | Lazard Freres Gestion S.A.S. | 50.796 | -39,42 | 26 | -40,48 | ||||
| 2026-02-12 | 13F | Trace Wealth Advisors, LLC | 1.330 | 0,00 | 669 | 0,00 | ||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 2.248 | -0,22 | 1.077 | -3,41 | ||||
| 2026-02-13 | 13F | Zinnia Wealth Advisory, LLC | 473 | 238 | ||||||
| 2026-04-29 | 13F | Connable Office Inc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 2.085 | 4,35 | 999 | -0,50 | ||||
| 2026-04-22 | 13F | Wallington Asset Management, LLC | 1.000 | -47,45 | 479 | -49,90 | ||||
| 2026-02-13 | 13F | Ariadne Wealth Management, LP | 2.136 | -2,64 | 1.068 | -5,07 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 14.572 | 3,08 | 7.325 | 3,05 | ||||
| 2026-02-17 | 13F | Sterling Wealth Management, Inc. | 1.775 | -5,33 | 892 | -5,31 | ||||
| 2026-02-09 | 13F | V. M. Manning & Co., Inc. | 722 | 0,00 | 363 | -0,82 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 4.710 | -0,65 | 2.257 | -5,29 | ||||
| 2026-02-17 | 13F | Campion Asset Management LLC | 1.976 | 0,00 | 993 | 0,00 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 4.731 | -94,32 | 2.267 | -71,66 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 210.651 | 1,83 | 105.884 | 4,42 | ||||
| 2026-01-26 | 13F | KBC Group NV | 126.934 | 3,74 | 64 | 3,28 | ||||
| 2026-02-05 | 13F | High Note Wealth, LLC | 17.500 | 0,10 | 8.796 | 0,09 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 201.326 | 6,18 | 96.475 | 1,23 | ||||
| 2026-04-15 | 13F | Park Capital Management, LLC / WI | 4.405 | -1,01 | 2.111 | -5,64 | ||||
| 2026-02-17 | 13F | Scientech Research LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 3.543 | -72,19 | 1.698 | -73,49 | ||||
| 2026-02-17 | 13F | Capital Planning Advisors, LLC | 5.949 | -6,73 | 2.990 | -6,74 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 798 | 0,00 | 382 | -4,74 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 626 | 39,73 | 300 | 32,89 | ||||
| 2026-02-17 | 13F | Laidlaw Wealth Management LLC | 1.338 | -14,34 | 673 | -14,39 | ||||
| 2026-02-05 | 13F | Flavin Financial Services, Inc. | 7.340 | -0,11 | 3.690 | -0,14 | ||||
| 2026-02-12 | 13F | SWAN Capital LLC | 20.988 | -4,28 | 10.549 | -4,29 | ||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 25.385 | -1,26 | 12.760 | -1,28 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 5.338 | 2.683 | ||||||
| 2026-04-30 | 13F | Beacon Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 4.534 | 6,56 | 2.152 | 4,52 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 2.256 | -36,66 | 1.081 | -39,66 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 462.320 | 14,52 | 232.385 | 15,02 | ||||
| 2026-04-30 | 13F | Fulcrum Capital LLC | 503 | 5,67 | 241 | 0,84 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 10.993 | -4,19 | 5.268 | -8,67 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 1.978 | 2,43 | 948 | -2,37 | ||||
| 2026-02-06 | 13F | Great Diamond Partners, LLC | 3.044 | 0,30 | 1.530 | 0,33 | ||||
| 2026-04-21 | 13F | Biltmore Wealth Management, LLC | 751 | 0,00 | 360 | -4,77 | ||||
| 2026-02-13 | 13F | Banco Santander, S.A. | 82.906 | 0,48 | 41.673 | 0,46 | ||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 7.406 | -4,27 | 3.549 | -8,74 | ||||
| 2026-05-01 | 13F | TLW Wealth Management, LLC | 39.078 | -0,08 | 18.726 | -4,74 | ||||
| 2026-02-13 | 13F | Markin Asset Management, LP | 2.956 | 1.486 | ||||||
| 2026-02-11 | 13F | Aufman Associates Inc | 6.778 | -0,44 | 3.407 | -0,47 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 98.533 | 1,84 | 49.527 | 1,82 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 5.354 | -7,39 | 2.566 | -11,73 | ||||
| 2026-02-05 | 13F | Requisite Capital Management, LLC | 3.200 | 97,78 | 1.608 | 97,79 | ||||
| 2026-02-13 | 13F | Voya Financial Advisors, Inc. | 6.523 | -1,69 | 3.268 | -1,33 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 3.253.187 | -4,92 | 1.558.927 | -9,36 | ||||
| 2026-02-12 | 13F | Barings Llc | 853 | 4,28 | 429 | 4,14 | ||||
| 2026-04-22 | 13F | Peak Financial Advisors Llc | 6.116 | 2.931 | ||||||
| 2026-02-12 | 13F | Hrt Financial Lp | 80.980 | 42,66 | 41 | 42,86 | ||||
| 2026-05-01 | 13F | Yacktman Asset Management Lp | 314.981 | 0,62 | 150.939 | -4,07 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 7.941 | -1,39 | 3.805 | -5,98 | ||||
| 2026-02-11 | 13F | Galilei Investment Office LLP | 12.920 | 0,00 | 6.494 | -0,02 | ||||
| 2026-02-13 | 13F | Whalerock Point Partners, Llc | 22.037 | 2,16 | 11.077 | 2,14 | ||||
| 2026-02-03 | 13F | Wulff, Hansen & Co. | 3.762 | -1,83 | 1.891 | -1,87 | ||||
| 2026-05-01 | 13F | Banyan Capital Management, Inc. | 40.461 | -5,86 | 19.389 | -10,25 | ||||
| 2026-02-02 | 13F | Blalock Williams, Llc | 3.209 | 11,15 | 1.613 | 11,16 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 2.947 | 0,79 | 1.412 | -3,88 | ||||
| 2026-01-30 | 13F | Durante & Waters, Llc | 3.080 | 0,00 | 1.548 | 0,00 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 31.237 | 2,59 | 14.969 | -2,20 | ||||
| 2026-02-17 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 135.493 | 12,23 | 68.254 | 12,51 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 2.289 | 0,00 | 1.097 | -4,70 | ||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 291 | -6,13 | 139 | -10,32 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 10.869 | 88,04 | 5.208 | 79,28 | ||||
| 2026-01-21 | 13F | Tandem Investment Partners LLC | 3.190 | -14,71 | 1.603 | -14,73 | ||||
| 2026-04-10 | 13F | Salvus Wealth Management, LLC | 16.790 | -0,11 | 8.046 | -4,78 | ||||
| 2026-02-10 | 13F | Pincus Capital Management, Lp | 650 | 327 | ||||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Put | 0 | -100,00 | 0 | ||||
| 2026-04-09 | 13F | Generali Investments, Management Co LLC | 2.999 | -36,41 | 1.437 | -39,37 | ||||
| 2026-02-04 | 13F | Paradigm Asset Management Co Llc | 2.564 | -3,75 | 1.289 | -3,81 | ||||
| 2026-02-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 557.859 | -19,09 | 280.408 | -19,10 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 3.522 | 1,91 | 1.688 | -2,88 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 400.784 | 3,20 | 201.431 | 3,19 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 694 | 0,00 | 333 | -4,60 | ||||
| 2026-02-06 | 13F | BlueStem Wealth Partners, LLC | 460 | 3,37 | 231 | 3,59 | ||||
| 2026-02-09 | 13F | Wellington Shields Capital Management, LLC | 5.762 | -1,50 | 2.896 | -1,53 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 8.860 | 15,67 | 4.453 | 15,66 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 13.820 | -5,81 | 6.947 | -5,83 | ||||
| 2026-02-13 | 13F | Davis Asset Management, L.P. | 180.000 | 0,00 | 90.475 | -0,02 | ||||
| 2026-02-13 | 13F | Maven Securities LTD | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 234.394 | -1,23 | 110.983 | -2,86 | ||||
| 2026-02-11 | 13F | Taylor Hoffman Capital Management LLC | 2.926 | 13,50 | 1.471 | 13,43 | ||||
| 2026-02-04 | 13F | Bensler, LLC | 4.580 | -4,16 | 2.302 | -4,16 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 1.423 | 0,00 | 682 | -4,76 | ||||
| 2026-02-12 | 13F | M&G Plc | 4.569 | 0,00 | 2.298 | 0,00 | ||||
| 2026-02-18 | 13F | Hanlon Investment Management, Inc. | 698 | 6,24 | 351 | 6,06 | ||||
| 2026-02-11 | 13F | West Family Investments, Inc. | 7.293 | -6,44 | 3.666 | -6,46 | ||||
| 2026-02-17 | 13F | Credit Agricole S A | 732.490 | 13,23 | 368.186 | 13,21 | ||||
| 2026-04-15 | 13F | Ai Financial Services Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Credit Agricole S A | Put | 21.000 | 0,00 | 10.556 | -0,02 | |||
| 2026-04-20 | 13F | White Pine Investment CO | 67.916 | -1,96 | 33 | -5,88 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 2.574 | 24,59 | 1.233 | 18,79 | ||||
| 2026-02-13 | 13F | Neo Ivy Capital Management | 3.115 | 1.566 | ||||||
| 2026-04-14 | 13F | Legacy Trust | 4.641 | -5,44 | 2.224 | -9,89 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 13.388 | 1,59 | 6.730 | 1,57 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 2.314 | -1,07 | 1.109 | -5,70 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 15.627 | 0,00 | 7.488 | -4,66 | ||||
| 2025-11-12 | 13F | Scholtz & Company, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Walleye Partners, LLC | 25.624 | 0,38 | 12.279 | -4,29 | ||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 2.838 | 3,09 | 1 | 0,00 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 30.741 | 6,11 | 14.731 | 1,16 | ||||
| 2026-02-12 | 13F | Rbo & Co Llc | 67.181 | -0,06 | 33.768 | -0,07 | ||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 750 | 0,00 | 359 | -4,52 | ||||
| 2026-02-11 | 13F | Arsenal Capital Advisors LLC | 3.228 | 1.623 | ||||||
| 2026-01-22 | 13F | Massachusetts Financial Services Co /ma/ | 44.960 | -9,49 | 22.599 | -9,51 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 5.241 | 0,73 | 3 | -99,92 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 8.584 | -0,34 | 4.113 | -4,99 | ||||
| 2026-02-12 | 13F | SVRN Asset Management, LLC | 2.773 | 1.394 | ||||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 55.068 | 0,06 | 26.389 | -4,61 | ||||
| 2026-04-28 | 13F | Intelligent Financial Strategies | 122.297 | -4,71 | 58.605 | -9,16 | ||||
| 2026-02-17 | 13F | Amundi | 3.861.195 | -2,27 | 1.940.830 | -1,75 | ||||
| 2026-04-24 | 13F | WHI TRUST Co LLC | 100 | 0,00 | 48 | -6,00 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 13.885 | 3,84 | 6.654 | -1,00 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 111.998 | -0,29 | 53.669 | -4,94 | ||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 2.412 | 30,73 | 1.212 | 30,74 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 440 | 211 | ||||||
| 2026-02-11 | 13F | Peachtree Investment Partners, LLC | 4.829 | -10,32 | 2.427 | -10,34 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 18.945 | 3,94 | 9.523 | 3,92 | ||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 38.838 | -0,12 | 19.522 | -0,14 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 8.208 | -2,89 | 3.933 | -7,42 | ||||
| 2026-02-17 | 13F | Fund 1 Investments, LLC | Put | 100.000 | 50.265 | |||||
| 2026-02-17 | 13F | Canada Pension Plan Investment Board | 2.879.419 | 26,70 | 1.447.340 | 26,68 | ||||
| 2026-02-06 | 13F | Evergreen Wealth Management, LLC | 13.489 | 2,78 | 6.780 | 2,77 | ||||
| 2026-02-11 | 13F | Next Capital Management LLC | 8.289 | -1,89 | 4.166 | -1,91 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 23.587 | -1,48 | 11.303 | -6,07 | ||||
| 2026-02-17 | 13F | Fullerton Fund Management Co Ltd | 1.704 | 29,09 | 857 | 29,11 | ||||
| 2026-04-07 | 13F | Eastern Bank | 57.625 | 80,48 | 27.614 | 72,07 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 2.447 | 5,20 | 1.173 | 0,26 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | Call | 424.100 | -5,19 | 213.174 | -5,20 | |||
| 2026-02-17 | 13F | Royal Bank Of Canada | Put | 478.000 | 19.816,67 | 240.266 | 19.806,05 | |||
| 2026-02-17 | 13F | Royal Bank Of Canada | 9.568.845 | 1,55 | 4.809.782 | 1,54 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 19.395 | 0,37 | 9.294 | -4,30 | ||||
| 2026-04-15 | 13F | Tema Etfs Llc | 22.275 | 0,51 | 10.674 | -4,18 | ||||
| 2026-04-28 | 13F | Ti-trust, Inc | 2.447 | 0,00 | 1.173 | -4,64 | ||||
| 2026-02-03 | 13F | Morse Asset Management, Inc | 1.618 | 161,81 | 813 | 162,26 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 107.503 | 2,94 | 54.036 | 2,93 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 7.994 | 14,27 | 3.831 | 8,93 | ||||
| 2026-04-24 | 13F | Cane Capital Partners, LLC | 5.683 | 22,72 | 2.723 | 17,02 | ||||
| 2026-05-01 | 13F | Royal London Asset Management Ltd | 954.605 | 1,45 | 457.447 | -3,29 | ||||
| 2026-04-21 | 13F | Barlow Wealth Partners, Inc. | 56.327 | 40,49 | 26.732 | 33,59 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 2.251 | 0,67 | 1.079 | -4,01 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 7.294 | 11,12 | 3.495 | 5,94 | ||||
| 2026-02-11 | 13F | Pettyjohn, Wood & White, Inc | 32.440 | -0,33 | 16.306 | -0,35 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 73.763 | 0,09 | 35.347 | -4,58 | ||||
| 2026-02-18 | 13F | Front Street Capital Management, Inc. | 66.897 | 1,36 | 34 | 0,00 | ||||
| 2026-01-28 | 13F | Headland Capital, LLC | 525 | -7,24 | 264 | -7,39 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 4.030 | -0,02 | 1.931 | -4,69 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 8.942 | -10,31 | 4.285 | -14,49 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 717 | -3,37 | 360 | -3,49 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 27.748 | -0,86 | 13.947 | -0,87 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 1.245 | 0,00 | 597 | -4,64 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 4.740 | 2,18 | 2.383 | 2,14 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 16.915 | 0,52 | 8.106 | -4,17 | ||||
| 2026-02-17 | 13F | Sherman Porfolios, Llc | 10.154 | 5.104 | ||||||
| 2025-11-14 | 13F | EFG Asset Management (Americas) Corp. | 454 | 228 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 125.215 | 1,70 | 62.939 | 1,68 | ||||
| 2026-01-29 | 13F | Teachers Retirement System Of The State Of Kentucky | 143.766 | 0,00 | 72 | 0,00 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 3.671.500 | -1,43 | 1.845.479 | -1,45 | |||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 600 | 288 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 6.660.900 | 14,46 | 3.348.101 | 14,44 | |||
| 2026-02-06 | 13F | Copia Wealth Management | 492 | 3,14 | 247 | 3,35 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 1.418 | 0,85 | 1 | |||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 8.236 | -9,84 | 3.947 | -14,05 | ||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 2.537 | 11,42 | 1.275 | 11,45 | ||||
| 2026-02-10 | 13F | Greenwich Wealth Management LLC | 5.716 | -2,14 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | 1248 Management, LLC | 205 | 0,00 | 103 | 0,00 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 2.740 | 137,23 | 1.313 | 126,38 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 4.251 | 0,12 | 2.037 | -4,55 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 44.336 | 2,99 | 22.285 | 2,97 | ||||
| 2026-02-12 | 13F | Marex Group plc | 47.971 | -60,96 | 24.113 | -60,97 | ||||
| 2026-02-19 | 13F | Van Diest Capital, LLC | 920 | 462 | ||||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 572 | -0,87 | 274 | -5,52 | ||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 1.075 | 13,28 | 515 | 7,97 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 874 | 0,00 | 419 | -4,78 | ||||
| 2026-02-06 | 13F | Reliant Investment Partners, LLC | 2.662 | -5,67 | 1.338 | -4,90 | ||||
| 2025-11-14 | 13F | Point72 Europe (London) LLP | 4.004 | -96,65 | 2.013 | -96,53 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 2.967 | 0,00 | 1.422 | -4,69 | ||||
| 2026-02-04 | 13F | Advisor OS, LLC | 7.283 | -0,51 | 3.661 | -0,54 | ||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 3.315 | 8,69 | 1.589 | 3,59 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 1.209 | 2,98 | 579 | -1,70 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 554 | -34,44 | 265 | -37,50 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 1.518 | 20,29 | 727 | 14,67 | ||||
| 2026-04-16 | 13F | Aegon Asset Management Uk Plc | 109.631 | -15,42 | 52.532 | -19,40 | ||||
| 2026-01-12 | 13F | VisionPoint Advisory Group, LLC | 11.520 | -1,34 | 5.791 | -1,35 | ||||
| 2026-02-10 | 13F | Act Two Investors Llc | 3.240 | -32,47 | 1.629 | -32,50 | ||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 2.773 | 21,09 | 1.329 | 15,38 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 11.450 | 0,62 | 5.487 | -4,07 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 1.285 | -0,85 | 616 | -5,53 | ||||
| 2026-01-23 | 13F | Gibbs Wealth Management | 3.520 | -17,10 | 1.757 | -17,71 | ||||
| 2026-02-17 | 13F | Schonfeld Strategic Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 408.608 | -42,96 | 205.387 | -42,97 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 1.892 | 18,77 | 804 | 0,50 | ||||
| 2026-02-11 | 13F | Dearborn Partners Llc | 1.785 | -2,35 | 897 | -2,39 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Conscious Wealth Investments, Llc | 1.490 | 706 | ||||||
| 2026-02-03 | 13F | Pilgrim Partners Asia Pte Ltd | 11.610 | 0,00 | 5.836 | -0,02 | ||||
| 2026-02-13 | 13F | Dixon Mitchell Investment Counsel Inc. | 219.977 | 0,16 | 110.709 | 0,14 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | Put | 0 | -100,00 | 0 | ||||
| 2026-02-13 | 13F | Burton Enright Welch | 3.162 | 6,29 | 1.589 | 6,29 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 53.522 | 3,39 | 25.648 | -1,43 | ||||
| 2026-02-09 | 13F | Beck Bode, LLC | 482 | -0,62 | 242 | -0,41 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 447.406 | -4,90 | 224.888 | -4,92 | ||||
| 2026-02-11 | 13F | Lyell Wealth Management, Lp | 23.378 | 14,89 | 11.751 | 14,86 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 16.411 | 5,52 | 7.864 | 0,60 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | Call | 0 | -100,00 | 0 | ||||
| 2026-01-29 | 13F | Calamos Advisors LLC | 257.121 | -3,90 | 129.242 | -3,92 | ||||
| 2026-02-17 | 13F | Engineers Gate Manager LP | 1.193 | -42,48 | 600 | -42,51 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 2.835 | 1,03 | 1.425 | 1,06 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 28.336 | -1,49 | 14.243 | -1,51 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 4.965 | 2.379 | ||||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 461.651 | 7.355,60 | 3 | 0,00 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 79.677 | -12,72 | 38.181 | -16,79 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 12.076 | 0,91 | 5.787 | -3,79 | ||||
| 2026-02-17 | 13F | Northeast Financial Group, Inc. | 729 | -9,89 | 366 | -9,85 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 480 | 2,56 | 230 | -2,13 | ||||
| 2026-05-01 | 13F | Van Cleef Asset Management,Inc | 10.142 | 0,26 | 4.860 | -4,41 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 1.617 | -1,34 | 813 | -1,34 | ||||
| 2026-02-17 | 13F | Palisade Capital Management Llc/nj | 32.205 | 6,23 | 16.188 | 6,21 | ||||
| 2025-11-14 | 13F | Herbst Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-20 | 13F | Trust Investment Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 3.742 | 9,13 | 1.793 | 4,06 | ||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 1.852 | 0,00 | 887 | -4,62 | ||||
| 2026-02-09 | 13F | Prairie Wealth Advisors, Inc. | 0 | -100,00 | 1.622 | -2,87 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 15.302 | 6,55 | 7.692 | 6,54 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 823 | -4,63 | 394 | -9,01 | ||||
| 2026-01-16 | 13F | Red Lighthouse Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 10.514 | -1,07 | 5.038 | -5,69 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 2.180 | -3,96 | 1.045 | -8,50 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 7.661 | -10,37 | 3.671 | -14,55 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 37.386 | 2,37 | 17.915 | -2,41 | ||||
| 2026-02-13 | 13F | Plum Street Advisors, LLC | 771 | 0,00 | 388 | 0,00 | ||||
| 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 | 1.923 | 0,00 | 922 | -4,66 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 20.564 | 2,61 | 10.337 | 2,59 | ||||
| 2026-04-28 | 13F | Unison Asset Management LLC | 45.570 | 2,16 | 21.837 | -2,61 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 49.202 | 5,34 | 24.731 | 5,32 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 6.772 | -17,97 | 3.245 | -21,79 | ||||
| 2026-04-28 | 13F | PFA Pension, Forsikringsaktieselskab | 679.966 | -3,13 | 325.840 | -7,84 | ||||
| 2026-02-11 | 13F | Premier Private Wealth Management LLC | 903 | 440 | ||||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 2.423 | -0,78 | 1.161 | -5,38 | ||||
| 2026-04-07 | 13F | O'Keefe Stevens Advisory, Inc. | 30.011 | 5,66 | 14.381 | 0,74 | ||||
| 2026-02-17 | 13F | Price T Rowe Associates Inc /md/ | 9.845.909 | -3,32 | 4.949 | -3,32 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 1.417 | -4,90 | 660 | -8,47 | ||||
| 2026-02-03 | 13F | D.B. Root & Company, LLC | 3.779 | 2,50 | 1.900 | 2,48 | ||||
| 2026-02-13 | 13F | Bollard Group LLC | 660 | 0,00 | 0 | |||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 5.093 | -2,21 | 2.560 | -2,25 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 25.945 | 0,55 | 12.433 | -4,14 | ||||
| 2026-02-13 | 13F | Ames National Corp | 4.674 | 0,00 | 2.349 | 0,00 | ||||
| 2025-11-21 | 13F/A | CIBC Bancorp USA Inc. | 396.878 | 199.526 | ||||||
| 2026-01-26 | 13F | Bretton Capital Management, LLC | 7.500 | 0,00 | 3.770 | -0,03 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 10.250 | -4,12 | 4.912 | -8,60 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 6.062 | -34,80 | 3.047 | -34,80 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 2.076 | -78,43 | 995 | -79,45 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 15.465 | -0,37 | 7.411 | -5,02 | ||||
| 2026-04-29 | 13F | Oregon Public Employees Retirement Fund | 209.983 | 0,00 | 100.624 | -4,67 | ||||
| 2026-04-20 | 13F | Nexus Investment Management ULC | 61 | 0,00 | 29 | -3,33 | ||||
| 2025-11-14 | 13F | Symmetry Investments LP | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Delta Investment Management, LLC | 21.142 | -1,04 | 10.627 | -1,06 | ||||
| 2026-02-12 | 13F | Concorde Asset Management, LLC | 1.580 | 7,05 | 794 | 8,47 | ||||
| 2026-05-01 | 13F | Campbell Capital Management Inc | 3.139 | -0,32 | 2 | -99,94 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 15.156 | 7,87 | 7.263 | 2,83 | ||||
| 2026-02-04 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 1.190 | 0,00 | 598 | 0,00 | ||||
| 2026-02-12 | 13F | M1 Capital Management LLC | 3.434 | -5,50 | 1.726 | -5,48 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 2.984 | -12,65 | 1.430 | -16,77 | ||||
| 2026-01-23 | 13F | Factory Mutual Insurance Co | 231.100 | -9,19 | 116.162 | -9,21 | ||||
| 2026-02-17 | 13F | Financial Avengers, Inc. | 37.266 | 0,00 | 18.735 | 0,00 | ||||
| 2026-02-05 | 13F | Edge Financial Advisors LLC | Put | 0 | -100,00 | 0 | ||||
| 2026-04-20 | 13F | William B. Walkup & Associates, Inc. | 100 | 0,00 | 53 | 6,00 | ||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 2.032 | 974 | ||||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 3.368 | 1,51 | 2 | 0,00 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 836 | 0,60 | 401 | -4,08 | ||||
| 2026-02-14 | 13F | Copley Financial Group, Inc. | 690 | -2,13 | 347 | -2,26 | ||||
| 2026-01-20 | 13F | Aspiriant, Llc | 68.717 | 11,92 | 34.541 | 11,90 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 2.599 | 4,84 | 1.245 | -0,08 | ||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 2.558 | 3,02 | 1.226 | -1,84 | ||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 27.496 | 1,23 | 13.176 | -3,49 | ||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 1.026 | 0,00 | 490 | -5,05 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 3.814 | 4,41 | 1.828 | -0,49 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 102.525 | 1,16 | 49.130 | -3,56 | ||||
| 2026-02-04 | 13F | Centric Wealth Management | 6.946 | 3,73 | 3.385 | 5,85 | ||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 2.974 | -1,16 | 1.495 | -1,12 | ||||
| 2025-11-14 | 13F | Brass Tax Wealth Management, Inc | 4.704 | 8,89 | 2.365 | 12,68 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 18.385 | 11,54 | 9.241 | 11,53 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 867 | 6,91 | 436 | 6,88 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 28.725 | -10,48 | 13.765 | -14,66 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 147.708 | -0,37 | 74.245 | -0,39 | ||||
| 2026-02-13 | 13F | Clear Street Group Inc. | Put | 192.500 | 0,00 | 96.760 | -0,02 | |||
| 2026-02-13 | 13F | Clear Street Group Inc. | 192.500 | 0,00 | 96.760 | -0,02 | ||||
| 2026-02-17 | 13F | Safe Harbor Fiduciary, LLC | 2.884 | 1.458,92 | 1.450 | 1.528,09 | ||||
| 2026-04-14 | 13F | Banque de Luxembourg S.A. | 2.517 | -8,71 | 1.206 | -12,92 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 6.858 | 403,89 | 3.286 | 380,41 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 14.710 | -2,37 | 7.049 | -6,92 | ||||
| 2026-02-13 | 13F | Arrowstreet Capital, Limited Partnership | 70.577 | -92,92 | 35.476 | -92,92 | ||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 13.901 | 2,24 | 6.987 | 2,22 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 7.552 | 0,27 | 3.619 | -4,41 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 8.093 | -8,18 | 3.873 | -12,60 | ||||
| 2026-02-05 | 13F | Pacific Sun Financial Corp | 13.160 | -0,83 | 6.615 | -0,85 | ||||
| 2026-01-15 | 13F | Bernard Wealth Management Corp. | 9.870 | -3,77 | 4.961 | -3,78 | ||||
| 2026-04-21 | 13F | Hosking Partners LLP | 153.226 | -1,83 | 73.426 | -6,41 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 2.459 | -4,10 | 1.178 | -8,54 | ||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 1.680 | -31,12 | 805 | -34,29 | ||||
| 2026-02-13 | 13F | Eschler Asset Management LLP | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Lantern Wealth Advisors, LLC | 4.863 | 0,48 | 2.444 | 0,45 | ||||
| 2026-02-12 | 13F | Westchester Capital Management, Inc. | 56.905 | -0,35 | 28.603 | -0,37 | ||||
| 2026-04-21 | 13F | Welch Financial Planning, LLC | 6.566 | 0,00 | 3.146 | -4,67 | ||||
| 2026-01-29 | 13F | Atlas Legacy Advisors, LLC | 4.155 | 11,99 | 2.076 | 11,31 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 63.519 | -1,13 | 31.928 | -1,15 | ||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 274.732 | -1,87 | 138.094 | -1,89 | ||||
| 2026-02-25 | 13F | Tempo Wealth, LLC | 7.860 | 3.951 | ||||||
| 2026-04-23 | 13F | Elevate Capital Advisors, LLC | 4.012 | -30,91 | 1.923 | -34,13 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 24.133 | 4,60 | 11.564 | -0,28 | ||||
| 2026-01-30 | 13F | Bell & Brown Wealth Advisors, Llc | 1.342 | -7,45 | 675 | -7,42 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 24.770 | -0,39 | 12.451 | -0,41 | ||||
| 2026-02-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 20.164 | 0,05 | 9.683 | -3,92 | ||||
| 2026-02-11 | 13F | SlateStone Wealth, LLC | 36.624 | 3,82 | 18 | 5,88 | ||||
| 2026-02-17 | 13F | Optiver Holding B.V. | 3.465 | 309,57 | 1.742 | 309,65 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 14.837 | -6,63 | 7.110 | -10,99 | ||||
| 2026-04-28 | 13F | LWM Advisory Services, LLC | 7.071 | -30,99 | 3.387 | -34,23 | ||||
| 2026-02-10 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2.826 | -11,49 | 1.420 | -11,53 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 919 | -9,81 | 440 | -14,06 | ||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Orion Investment Co | 1.678 | 0,00 | 843 | 0,00 | ||||
| 2026-04-14 | 13F | Sensenig Capital Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Farnam Financial LLC | 5.941 | -0,69 | 2.847 | -5,32 | ||||
| 2026-02-13 | 13F | RFP Financial Group LLC | 1.072 | -41,16 | 539 | -39,35 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 855 | -3,39 | 410 | -7,88 | ||||
| 2026-01-28 | 13F | Bedel Financial Consulting, Inc. | 18.671 | -1,13 | 9.385 | -1,15 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 756 | 0,00 | 362 | -4,74 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 16.665 | 2,68 | 7.986 | -2,12 | ||||
| 2026-04-17 | 13F | Coerente Capital Management | 2.767 | -0,72 | 1.326 | -5,36 | ||||
| 2026-02-10 | 13F | Ade, Llc | 2.025 | 0,00 | 1.018 | -0,10 | ||||
| 2026-02-13 | 13F | Cohen & Steers, Inc. | 11.007 | 0,00 | 6 | 0,00 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 121.193.733 | 5,73 | 60.918.030 | 5,72 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Grant Street Asset Management, Inc. | 3.812 | -3,86 | 1.916 | -3,86 | ||||
| 2026-04-09 | 13F | Arlington Partners LLC | 497 | 238 | ||||||
| 2026-02-11 | 13F | Swan Global Investments, LLC | 897 | -7,91 | 451 | -7,98 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 924.335 | -4,26 | 464.617 | -4,28 | ||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 616 | 13,03 | 295 | 8,06 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 5.368 | -2,45 | 2.572 | -4,74 | ||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 11.486 | 0,00 | 5.504 | -4,66 | ||||
| 2026-04-21 | 13F | Torrey Growth & Income Advisors | 623 | 4,71 | 297 | -0,67 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 1.261 | 0,88 | 604 | -3,82 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | One + One Wealth Management, Llc | 711 | -13,29 | 341 | -17,48 | ||||
| 2026-01-28 | 13F | Fiduciary Wealth Partners, LLC | 1.185 | -5,65 | 596 | -5,71 | ||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 5.911 | 1,97 | 2.832 | -2,78 | ||||
| 2026-01-27 | 13F | Beacon Bridge Wealth Partners, LLC | 626 | 6,46 | 315 | 6,44 | ||||
| 2026-04-24 | 13F | Newton One Investments LLC | 117 | 0,00 | 56 | -3,45 | ||||
| 2026-01-16 | 13F | Worth Financial Advisory Group, LLC | 1.028 | 3,01 | 517 | 2,99 | ||||
| 2026-02-17 | 13F | Marin Bay Wealth Advisors, LLC | 6.498 | 3.266 | ||||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 588 | 0,00 | 282 | -4,75 | ||||
| 2026-02-13 | 13F | Spahn Wealth & Retirement LLC | 630 | -0,63 | 317 | -0,63 | ||||
| 2026-02-06 | 13F | Planning Alternatives Ltd /adv | 2.942 | 24,71 | 1.479 | 24,73 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 2.582 | 100,00 | 1.238 | 90,60 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 4.162 | -10,55 | 1.994 | -14,71 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 209.372 | 11,89 | 105.241 | 11,87 | ||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 675 | 0,00 | 323 | -4,72 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 42.187 | 42,12 | 20.216 | 35,92 | ||||
| 2026-02-25 | 13F | Thryve Wealth Management Llc | 1.789 | 899 | ||||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 57.786 | 1.663,92 | 27.691 | 1.582,32 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 4.547 | -4,70 | 2.179 | -9,17 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 2.612 | 0,00 | 1.252 | -4,65 | ||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 106 | 0,00 | 53 | 0,00 | ||||
| 2026-02-12 | 13F | Penserra Capital Management LLC | 168 | 5,66 | 0 | |||||
| 2026-02-13 | 13F | E6 Portfolios, LLC | 510 | 256 | ||||||
| 2026-04-21 | 13F | Olstein Capital Management, L.P. | 11.000 | 0,00 | 5 | 0,00 | ||||
| 2026-02-05 | 13F | May Hill Capital, LLC | 6.338 | 114,63 | 3.186 | 114,62 | ||||
| 2026-02-17 | 13F | Note Advisors, LLC | 859 | -3,05 | 416 | -6,74 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 4.878 | 1,06 | 2 | 0,00 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 27.974 | 14.061 | ||||||
| 2026-04-02 | 13F | McAlister, Sweet & Associates, Inc. | 1.483 | -87,35 | 711 | -87,95 | ||||
| 2026-04-14 | 13F | Invenio Wealth Partners Llc | 1.266 | 33,12 | 607 | 26,78 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 45.327 | 2,39 | 22.784 | 2,37 | ||||
| 2026-02-02 | 13F | PKS Advisory Services, LLC | 4.209 | -6,72 | 2.116 | -6,75 | ||||
| 2026-02-11 | 13F | Winnow Wealth Llc | 69 | -35,51 | 35 | -35,85 | ||||
| 2026-02-05 | 13F | Atlas Wealth LLC | 1.332 | 0,00 | 670 | 0,00 | ||||
| 2026-02-03 | 13F | Ballentine Partners, LLC | 44.342 | -4,16 | 22.289 | -4,17 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 11.295 | 0,89 | 5.413 | -3,82 | ||||
| 2026-02-06 | 13F/A | Rathbone Brothers plc | 991.887 | 1,07 | 498.570 | 1,05 | ||||
| 2026-04-17 | 13F | Community Bank & Trust, Waco, Texas | 26.637 | -1,17 | 13 | -7,69 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 1.069 | 0,00 | 512 | -4,66 | ||||
| 2026-02-13 | 13F | Tradewinds, LLC. | 18.924 | 0,33 | 9.512 | 0,33 | ||||
| 2026-02-17 | 13F/A | Vance Wealth, Inc. | 8.553 | -0,01 | 4.299 | -0,02 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 636 | 0,00 | 305 | -4,70 | ||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 933 | 1,19 | 469 | 1,08 | ||||
| 2026-02-13 | 13F | Jacobs Levy Equity Management, Inc | 28.302 | -9,19 | 14.226 | -9,20 | ||||
| 2026-02-17 | 13F | Core Wealth Advisors, Inc. | 790 | 0,00 | 397 | 0,00 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 18.552 | 2,96 | 8.890 | -1,85 | ||||
| 2026-04-29 | 13F | Latko Wealth Management, Ltd. | 682 | 0,00 | 327 | -4,68 | ||||
| 2026-02-03 | 13F | Providence First Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Indivisible Partners | 16.105 | 1,72 | 7.718 | -3,02 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 1.588 | 6,58 | 770 | 2,94 | ||||
| 2026-01-30 | 13F | Ktf Investments, Llc | 1.500 | 754 | ||||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 6.257 | -0,21 | 2.998 | -4,86 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 15.640 | 0,32 | 7.495 | -4,36 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 3.059 | 0,00 | 1.466 | -4,68 | ||||
| 2026-02-09 | 13F | Hutchinson Capital Management/ca | 72.346 | 0,72 | 36.365 | 0,70 | ||||
| 2026-02-17 | 13F | Aristotle Capital Management, LLC | 2.075 | 0,00 | 1.043 | -0,10 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 20.479 | -0,40 | 9.814 | -5,05 | ||||
| 2026-01-29 | 13F | Guardian Asset Advisors, LLC | 6.043 | 10,76 | 3.038 | 10,76 | ||||
| 2026-02-17 | 13F | Steinberg Asset Management Llc | 5.025 | 0,00 | 2.526 | -0,04 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 1.503 | -44,64 | 720 | -47,21 | ||||
| 2026-02-12 | 13F | Investment Counsel Co Of Nevada | 1.769 | 0,00 | 889 | 0,00 | ||||
| 2026-02-13 | 13F | Veridan Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Everest Management Corp. | 965 | -6,22 | 485 | -6,19 | ||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 16.621 | 1,46 | 7.965 | -3,28 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 2.844 | -0,91 | 1.363 | -5,55 | ||||
| 2026-04-10 | 13F | Summit Financial Consulting LLC | 1.068 | -4,47 | 512 | -8,91 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 488 | -13,32 | 234 | -17,38 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 10.649 | 70,93 | 5.353 | 70,88 | ||||
| 2026-01-27 | 13F | Stillwater Wealth Management Group | 4.185 | -3,01 | 2.104 | -3,04 | ||||
| 2026-02-05 | 13F | DnB Asset Management AS | 305.778 | 6,90 | 153.699 | 6,88 | ||||
| 2026-02-17 | 13F | Worldquant Millennium Advisors Llc | 300.337 | 142,93 | 150.964 | 142,89 | ||||
| 2026-04-08 | 13F | Asset Management Advisors, LLC | 111.878 | 0,07 | 53.612 | -4,60 | ||||
| 2026-02-13 | 13F | Klingenstein Fields & Co Lp | 191.013 | -0,71 | 96.013 | -0,73 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 1.899 | -42,28 | 910 | -44,95 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 14.001 | 4,02 | 6.709 | -0,83 | ||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 68.967 | 6,60 | 34.667 | 6,53 | ||||
| 2026-02-13 | 13F | Independent Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 18.960 | -13,54 | 9.530 | -13,55 | ||||
| 2026-02-11 | 13F | Ipsen Advisor Group LLC | 2.070 | 0,00 | 1.040 | 0,00 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 66.767 | -5,01 | 31.995 | -9,45 | ||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 9.072 | -6,48 | 4.347 | -10,85 | ||||
| 2026-04-10 | 13F | PFW Advisors LLC | 1.412 | 0,00 | 677 | -4,65 | ||||
| 2026-02-11 | 13F | Entelevest, LLC | 847 | 426 | ||||||
| 2026-04-20 | 13F | Emprise Bank | 4.391 | -2,66 | 2.104 | -7,19 | ||||
| 2026-02-05 | 13F | Rahlfs Capital, Llc | 15.042 | -0,88 | 7.561 | -0,90 | ||||
| 2026-02-12 | 13F | Tiemann Investment Advisors, Llc | 8.995 | -6,25 | 4.521 | -6,26 | ||||
| 2026-02-11 | 13F | Mattson Financial Services, LLC | 7.752 | -4,27 | 3.897 | -4,30 | ||||
| 2026-02-13 | 13F | BNB Wealth Management, LLC | 3.331 | 1.674 | ||||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 1.769 | 18,01 | 848 | 12,48 | ||||
| 2026-02-17 | 13F | Hill Investment Group Partners, LLC | 2.346 | 0,47 | 1.179 | 0,51 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 2.815 | 0,00 | 1.349 | -4,67 | ||||
| 2026-02-04 | 13F | Opinicus Capital, Inc. | 1.187 | 0,59 | 597 | 0,51 | ||||
| 2026-01-15 | 13F | J. Safra Sarasin Holding AG | 14.483 | 13,56 | 7.285 | 14,02 | ||||
| 2026-02-10 | 13F | Amica Mutual Insurance Co | 34.332 | 0,00 | 17 | 0,00 | ||||
| 2026-02-17 | 13F | Cim Investment Mangement Inc | 8.364 | 0,00 | 4.204 | 0,00 | ||||
| 2026-02-17 | 13F | Nitorum Capital, L.P. | 21.423 | -5,73 | 10.768 | -5,74 | ||||
| 2026-02-04 | 13F | HORAN Wealth, LLC | 13.824 | 5,20 | 6.949 | 5,18 | ||||
| 2026-01-30 | 13F | Kondo Wealth Advisors, Inc. | 879 | -0,45 | 442 | -0,45 | ||||
| 2026-02-06 | 13F | Cedar Wealth Management, LLC | 1.212 | 0,00 | 609 | 0,00 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 37.653 | 3,81 | 18.926 | 3,80 | ||||
| 2026-02-06 | 13F | Aviance Capital Partners, LLC | 18.364 | -1,27 | 9.231 | -1,29 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 517 | 0,00 | 248 | -4,63 | ||||
| 2026-04-30 | 13F | Barnett & Company, Inc. | 473 | 227 | ||||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 18.616 | -10,22 | 8.921 | -14,42 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 37.646 | -1,42 | 18.913 | -1,42 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 29.510 | -26,96 | 14.833 | -26,97 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 9.106 | 0,13 | 4 | 0,00 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 18.187 | 0,65 | 8.715 | -4,04 | ||||
| 2026-01-28 | 13F | B. Metzler seel. Sohn & Co. AG | 69.066 | 2,51 | 34.716 | 2,49 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 15.842 | -4,14 | 7.591 | -8,62 | ||||
| 2026-02-10 | 13F | Advisor Resource Council | 4.390 | 626,82 | 2.147 | 608,58 | ||||
| 2026-04-01 | 13F | Neville Rodie & Shaw Inc | 44.228 | -4,30 | 21 | -8,70 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 135.654 | -0,74 | 65.005 | -5,37 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 828 | 9,67 | 397 | 4,49 | ||||
| 2026-02-19 | 13F | Claris Financial LLC | 2.701 | 0,00 | 1.358 | 0,00 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 33.686 | -3,96 | 16.142 | -8,44 | ||||
| 2025-11-04 | 13F | Private Wealth Partners, LLC | Put | 0 | -100,00 | 0 | ||||
| 2026-04-24 | 13F | Stegent Equity Advisors, Inc. | 805 | -39,34 | 386 | -42,28 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 395 | -9,40 | 189 | -13,70 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 19.435 | -5,52 | 9.769 | -5,53 | ||||
| 2026-04-22 | 13F | James Hambro & Partners | 1.849 | 32,54 | 886 | 26,39 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 45.281 | 2,71 | 23 | 0,00 | ||||
| 2026-02-04 | 13F | Concentrum Wealth Management | 18.166 | 11,55 | 9.131 | 11,53 | ||||
| 2026-02-13 | 13F | Alliance Private Wealth, LLC | 7.099 | 3.505 | ||||||
| 2026-02-03 | 13F | Heartland Bank & Trust Co | 4.546 | -1,56 | 2.285 | -1,55 | ||||
| 2026-02-11 | 13F | Entelevest, LLC | Call | 300 | 151 | |||||
| 2025-11-10 | 13F | Axq Capital, Lp | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Krs Capital Management, Llc | 1.197 | -4,24 | 574 | -8,76 | ||||
| 2026-04-28 | 13F | LGT Group Foundation | 84.942 | 0,21 | 40.704 | -4,66 | ||||
| 2026-04-21 | 13F | Asset Planning Services Inc /la/ /adv | 1.815 | 0,00 | 1 | |||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 1.451 | -16,47 | 695 | -20,39 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 1.462 | 0,00 | 1 | |||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 21.639 | -1,22 | 10.369 | -5,83 | ||||
| 2026-03-09 | 13F | Rubicon Advisors, GP | 4.252 | 2.137 | ||||||
| 2026-02-13 | 13F | OMERS ADMINISTRATION Corp | 76.164 | 1,26 | 38.284 | 1,25 | ||||
| 2026-04-20 | 13F | RiverTree Advisors, LLC | 500 | 0,00 | 240 | -4,78 | ||||
| 2026-01-27 | 13F | Checchi Capital Advisers, LLC | 15.068 | -7,81 | 7.574 | -7,83 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 71.717 | -0,08 | 34.367 | -4,75 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 96 | 46 | ||||||
| 2026-01-30 | 13F | Dale Q Rice Investment Management Ltd | 6.192 | -2,95 | 3.112 | -1,80 | ||||
| 2026-02-12 | 13F | Mason Investment Advisory Services, Inc. | 488 | 0,00 | 245 | 0,00 | ||||
| 2026-02-10 | 13F | Twin Peaks Wealth Advisors, LLC | 3.386 | 14,08 | 1.687 | 13,00 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 10.705 | 1,90 | 5.130 | -2,86 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 18.463 | -1,24 | 9 | -11,11 | ||||
| 2025-11-12 | 13F | Alpha Zero LLC | 905 | -7,37 | 455 | -4,22 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 10.043 | -0,72 | 4.813 | -5,35 | ||||
| 2026-04-13 | 13F | Benson Investment Management Company, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Guardian Investment Management | 2.888 | 3,88 | 1.384 | -1,00 | ||||
| 2026-02-10 | 13F | Camden National Bank | 3.813 | 1,52 | 1.917 | 1,48 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 12.790 | -0,93 | 6.429 | -0,94 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Kuhn & Co Investment Counsel | 450 | 8,70 | 226 | 8,65 | ||||
| 2025-11-14 | 13F | 1858 Wealth Management, Llc | 4.901 | -18,36 | 2.464 | -15,53 | ||||
| 2026-02-17 | 13F | Adage Capital Partners Gp, L.l.c. | 1.643.469 | -0,12 | 826.090 | -0,14 | ||||
| 2026-02-12 | 13F | Sprott Inc. | 26.112 | -0,48 | 13.125 | -0,49 | ||||
| 2026-04-21 | 13F | Robeco Institutional Asset Management B.V. | 365.647 | 13,80 | 175.218 | 8,49 | ||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 1.367 | 1,86 | 655 | -2,82 | ||||
| 2026-02-17 | 13F | Concorde Financial Corp | 7.372 | 59,22 | 3.640 | 56,38 | ||||
| 2026-01-12 | 13F | National Wealth Management Group, LLC | 10.405 | 0,44 | 5.230 | 0,44 | ||||
| 2026-01-30 | 13F | Wealth Forward, LLC | 2.400 | 0,42 | 1.206 | 0,42 | ||||
| 2026-02-06 | 13F | Trajan Wealth LLC | 67.115 | 9,14 | 33.736 | 9,12 | ||||
| 2025-11-14 | 13F | Twinbeech Capital Lp | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | X-Square Capital, LLC | 10.125 | -4,70 | 5 | 0,00 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 2.666 | -0,04 | 1.278 | -4,70 | ||||
| 2026-04-20 | 13F | Columbia Asset Management | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Alliance Wealth Advisors, LLC /UT | 2.936 | -19,98 | 1.476 | -20,01 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 1.300 | -21,83 | 653 | -21,89 | ||||
| 2026-04-21 | 13F | Clio Asset Management LLC | 21.961 | -12,80 | 10.524 | -16,87 | ||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 462 | 0,00 | 221 | -4,74 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 26.438 | 0,79 | 12.669 | -3,91 | ||||
| 2026-02-13 | 13F | McAdam, LLC | 5.652 | 5,72 | 2.841 | 5,73 | ||||
| 2026-02-06 | 13F | Geometric Wealth Advisors | 987 | -12,65 | 496 | -12,68 | ||||
| 2026-04-10 | 13F | Granite FO LLC | 20.280 | 0,00 | 9.718 | -4,66 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 5.137 | -2,89 | 2.462 | -7,45 | ||||
| 2026-01-07 | 13F | Corsicana & Co. | 1.366 | 0,00 | 687 | 0,00 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 769 | 0,00 | 369 | -4,66 | ||||
| 2026-02-17 | 13F | Angeles Wealth Management, Llc | 22.407 | 1,48 | 11.263 | 1,46 | ||||
| 2026-02-10 | 13F | English Capital Management Llc | 1.371 | 0,00 | 689 | 0,00 | ||||
| 2025-11-12 | 13F | RiverGlades Family Offices LLC | 575 | 0,00 | 289 | 3,58 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 27.658 | 13.902 | ||||||
| 2026-04-29 | 13F | Bank Of Stockton | 589 | 282 | ||||||
| 2026-01-21 | 13F | Jefferson Bridge Capital, LLC | 5.535 | 2.782 | ||||||
| 2026-02-04 | 13F | Bridgewealth Advisory Group, LLC | 3.888 | 0,18 | 1.954 | 0,15 | ||||
| 2026-04-22 | 13F | Diamant Asset Management, Inc. | 426.488 | 30.582,59 | 426 | -38,97 | ||||
| 2026-04-14 | 13F | Perpetual Ltd | 6.331 | 11,30 | 3.034 | 6,09 |
