Grundlæggende statistik
| Institutionelle ejere | 1112 total, 1108 long only, 0 short only, 4 long/short - change of 6,19% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2579 % - change of -0,35% MRQ |
| Institutionelle aktier (lange) | 21.723.661 (ex 13D/G) - change of -0,01MM shares -0,04% MRQ |
| Institutionel værdi (lang) | $ 5.733.543 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard World Fund - Vanguard Health Care ETF (US:VHT) har 1112 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 21,723,661 aktier. Største aktionærer omfatter Morgan Stanley, Bank Of America Corp /de/, UBS Group AG, Green Harvest Asset Management LLC, Clal Insurance Enterprises Holdings Ltd, LPL Financial LLC, Wells Fargo & Company/mn, Everett Harris & Co /ca/, Royal Bank Of Canada, and Envestnet Asset Management Inc .
Vanguard World Fund - Vanguard Health Care ETF (ARCA:VHT) 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 27, 2026 is 268,78 / share. Previously, on April 28, 2025, the share price was 252,47 / share. This represents an increase of 6,46% 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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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-29 | 13F | True Link Financial Advisors, LLC | 839 | 242 | ||||||
| 2026-02-12 | 13F | Bank of Jackson Hole Trust | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Capital Squared Financial LLC | 1.527 | 440 | ||||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 1.355 | 746,88 | 0 | |||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 790 | 0,00 | 215 | -5,29 | ||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 897 | 0,34 | 244 | -5,06 | ||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Commerce Bank | 4.053 | 1,25 | 1.167 | 12,22 | ||||
| 2026-01-23 | 13F | Avion Wealth | 5 | 0,00 | 0 | |||||
| 2026-02-09 | 13F | Huntington National Bank | 431 | 2,87 | ||||||
| 2026-02-10 | 13F | Holderness Investments Co | 3.153 | 1,42 | 908 | 12,39 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 294.054 | -6,97 | 84.643 | 3,15 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 2.215 | 638 | ||||||
| 2026-01-23 | 13F | LOM Asset Management Ltd | 876 | 0,00 | 252 | 11,01 | ||||
| 2026-01-28 | 13F | Fischer Investment Strategies, Llc | 3.608 | 1.039 | ||||||
| 2026-01-27 | 13F | Jackson, Grant Investment Advisers, Inc. | 376 | 0,00 | 108 | 11,34 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 5.713 | -6,62 | 1.556 | -11,65 | ||||
| 2026-04-21 | 13F | WMS Group LLC | 1.746 | 0,34 | 475 | -5,00 | ||||
| 2026-02-10 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 2.063 | 0,49 | 594 | 11,26 | ||||
| 2026-02-05 | 13F | Dahring | Cusmano Llc | 5.997 | 6,48 | 1.726 | 18,06 | ||||
| 2026-02-27 | 13F | Southern Capital Services Inc /adv | 37.439 | 10.777 | ||||||
| 2026-02-06 | 13F | Integral Investment Advisors, Inc. | 3.782 | 1,23 | 1.089 | 12,28 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 3.344 | -2,11 | 911 | -7,43 | ||||
| 2026-02-11 | 13F | WESCAP Management Group, Inc. | 20.474 | 6,09 | 5.894 | 17,65 | ||||
| 2026-02-03 | 13F | CORDA Investment Management, LLC. | 6.960 | 2.003 | ||||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 995 | 287 | ||||||
| 2026-02-13 | 13F | Vivaldi Capital Management, LLC | 6.414 | 2,28 | 1.846 | 13,46 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 2.865 | 1,96 | 786 | -2,85 | ||||
| 2026-01-28 | 13F | Retirement Planning Co of New England, Inc. | 3.133 | -3,69 | 902 | 6,75 | ||||
| 2026-01-29 | 13F | LFA - Lugano Financial Advisors SA | 2.550 | 0,00 | 734 | 11,04 | ||||
| 2026-02-13 | 13F | Aire Advisors, Llc | 1.248 | 0,40 | 359 | 11,49 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 1.074 | 0,00 | 292 | -5,50 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Conservest Capital Advisors, Inc. | 2.870 | 1,27 | 826 | 12,38 | ||||
| 2026-02-13 | 13F | Alchemi Wealth, LLC | 2.040 | 587 | ||||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 1.199 | 0,00 | 327 | -5,51 | ||||
| 2026-01-30 | 13F | Bogart Wealth, LLC | 275 | 0,00 | 79 | 11,27 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 1.703 | 0,35 | 464 | -5,12 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 5.161 | -3,82 | 1.406 | -9,00 | ||||
| 2026-02-12 | 13F | Mcintyre Freedman & Flynn Investment Advisers Inc | 4.285 | -2,28 | 1.233 | 8,35 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 91 | 0,00 | 26 | 13,04 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 6.049 | 11,71 | 1.741 | 23,91 | ||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 815 | 2,64 | 222 | -2,63 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 1.771 | 0,00 | 482 | -5,30 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 69 | -4,17 | 20 | 5,56 | ||||
| 2026-04-15 | 13F | Spirit Of America Management Corp/ny | 145 | -24,48 | 40 | -27,27 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 23.868 | 0,55 | 6.500 | -0,14 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 52 | 0,00 | 15 | 7,69 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 1.131 | 0,35 | 308 | -5,25 | ||||
| 2026-01-16 | 13F | Hopwood Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 5.336 | -39,56 | 1.457 | -42,79 | ||||
| 2026-02-11 | 13F | Resolute Advisors LLC | 814 | 0,49 | 234 | 11,43 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 89.063 | 1,23 | 24.255 | -4,23 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 1.557 | -38,09 | 424 | -41,49 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 16.431 | -1,38 | 4.730 | 9,34 | ||||
| 2026-02-06 | 13F | Principle Wealth Partners Llc | 7.032 | -0,21 | 2.024 | 10,66 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 1.103 | -1,61 | 317 | 9,31 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 10 | 0,00 | 3 | 0,00 | ||||
| 2026-02-10 | 13F | Grandfield & Dodd, Llc | 6.090 | 100,00 | 1.667 | 110,89 | ||||
| 2026-01-23 | 13F | Aspect Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | CAPROCK Group, Inc. | 1.778 | 39,01 | 512 | 57,06 | ||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 1.213 | 0,00 | 349 | 11,15 | ||||
| 2026-02-03 | 13F | Patten & Patten Inc/tn | 1.670 | 2,96 | 481 | 14,01 | ||||
| 2026-02-17 | 13F | Janus Henderson Group Plc | 15.549 | 540,67 | 4.476 | 610,32 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 1.176 | 0,26 | 320 | -5,04 | ||||
| 2026-04-14 | 13F | Joule Financial, LLC | 10.737 | 1,40 | 2.924 | -4,07 | ||||
| 2025-11-04 | 13F | ASB Consultores, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 8.119 | -2,11 | 2.211 | -7,37 | ||||
| 2026-01-23 | 13F | Inlight Wealth Management, LLC | 152 | 0,00 | 44 | 10,26 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 26 | 0,00 | 7 | 0,00 | ||||
| 2026-02-10 | 13F | Calton & Associates, Inc. | 28.287 | 2,24 | 8.142 | 13,37 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 5.338 | 0,26 | 1.454 | -5,16 | ||||
| 2026-02-13 | 13F | Aviso Financial Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F/A | Capital Performance Advisors Llp | 1.032 | 297 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 464 | 0,22 | 126 | -5,26 | ||||
| 2026-01-28 | 13F | Joseph P. Lucia & Associates, LLC | 2.377 | -7,76 | 684 | 2,40 | ||||
| 2026-02-05 | 13F | Mainsail Asset Management, Llc | 1.711 | 0,00 | 493 | 10,81 | ||||
| 2026-02-13 | 13F | Mosaic Financial Group, Llc | 1.154 | 0,00 | 0 | |||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 1.818 | -0,27 | 495 | -5,53 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 1.800 | -14,61 | 467 | -17,64 | ||||
| 2026-04-23 | 13F | Simmons Bank | 2.453 | 0,00 | 668 | -5,38 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 30.064 | -5,74 | 8.654 | 4,52 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 121 | 0,00 | 33 | -5,88 | ||||
| 2026-01-09 | 13F | Inspirion Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 267 | 0,75 | 77 | 11,76 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 10.942 | -0,96 | 3.150 | 9,80 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 3.559 | -1,19 | 969 | -6,47 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 96.037 | -1,98 | 27.644 | 8,69 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 850 | 7,32 | 231 | 1,76 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 1.524 | 0,00 | 439 | 10,89 | ||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 10.200 | 20,92 | 2.936 | 34,13 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 4.959 | -2,07 | 1.430 | 4,69 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 23.191 | 7,89 | 6.675 | 19,62 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 152 | 44 | ||||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 373 | -12,44 | 102 | -17,21 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 3.045 | 9,65 | 876 | 21,67 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 234 | -10,34 | 67 | 0,00 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 894 | 0,00 | 243 | -5,45 | ||||
| 2026-02-11 | 13F | Ramirez Asset Management, Inc. | 510 | 147 | ||||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 1.024 | 0,10 | 279 | -5,10 | ||||
| 2026-02-05 | 13F | CMG Global Holdings, LLC | 1.402 | 0,14 | 405 | 8,31 | ||||
| 2026-02-05 | 13F | Petix & Botte Co | 6.374 | -4,92 | 1.835 | 5,40 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 26.415 | 18,21 | 7.604 | 37,02 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 7.033 | 5,13 | 2.024 | 16,59 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 1.235 | 0,00 | 336 | -5,35 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 1.374 | 10,01 | 0 | |||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 308 | 84 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 35.264 | -6,50 | 9.603 | -11,54 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 2.847 | -14,91 | 820 | -5,65 | ||||
| 2026-01-26 | 13F | Lansing Street Advisors | 1.018 | 0,59 | 293 | 11,45 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 745 | 2,76 | 203 | -2,88 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 17.350 | 4,94 | 4.994 | 16,36 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 912 | 7,55 | 263 | 19,09 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 75 | 0,00 | 20 | -4,76 | ||||
| 2026-02-28 | 13F | NCM Capital Management, LLC | 8.081 | -0,61 | 2.326 | 10,24 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 8.982 | 0,34 | 2.446 | -5,05 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 2.595 | 42,98 | 1 | |||||
| 2026-01-21 | 13F | Westfuller Advisors, LLC | 962 | -6,96 | 277 | 2,99 | ||||
| 2025-10-31 | 13F | Symphony Financial, Ltd. Co. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 77.595 | 2,53 | 22.336 | 13,70 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 38 | 0,00 | 11 | 11,11 | ||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 2.517 | 1,08 | 724 | 12,07 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 60 | 150,00 | 0 | |||||
| 2026-02-17 | 13F | Prostatis Group LLC | 1.592 | -14,50 | 458 | -5,18 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 800 | 0,13 | 218 | -5,65 | ||||
| 2026-02-13 | 13F | Johnson Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Key Capital Management, INC | 10 | 3 | ||||||
| 2026-04-22 | 13F | BigSur Wealth Management LLC | 4.700 | 27,03 | 1.280 | 20,09 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 12.217 | -1,06 | 3.517 | 9,70 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 39 | 0,00 | 11 | -9,09 | ||||
| 2026-02-13 | 13F | Clal Insurance Enterprises Holdings Ltd | 873.000 | 251 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 911 | 0,00 | 0 | |||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 1.049 | 0,10 | 286 | -5,32 | ||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 43.192 | 8,95 | 12.433 | 20,80 | ||||
| 2026-02-10 | 13F | Linscomb & Williams, Inc. | 714 | 206 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 6.113 | -5,47 | 1.665 | -10,59 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 2.993 | -2,51 | 815 | -7,81 | ||||
| 2026-01-29 | 13F | Advantage Trust Co | 6.035 | 0,00 | 1.737 | 10,92 | ||||
| 2026-02-06 | 13F | Covestor Ltd | 3 | 0,00 | 0 | |||||
| 2026-02-05 | 13F | Guardian Capital, LLC | 4.367 | 1.257 | ||||||
| 2026-02-10 | 13F | Zhang Financial LLC | 1.864 | 0,05 | 536 | 10,97 | ||||
| 2026-02-10 | 13F | Clear Point Advisors Inc. | 2.348 | -3,57 | 676 | 6,80 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 2.352 | 0,00 | 641 | -5,47 | ||||
| 2026-04-14 | 13F | Banque Pictet & Cie Sa | 842 | 229 | ||||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 24 | 0,00 | 7 | 0,00 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 3.212 | -2,78 | 875 | -8,00 | ||||
| 2026-02-13 | 13F | Bluedoor Private Wealth, Llc | 740 | 213 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 218.362 | -3,44 | 62.856 | 7,07 | ||||
| 2026-02-12 | 13F | Connecticut Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 4.367 | -10,88 | 1.198 | -16,87 | ||||
| 2026-02-13 | 13F | Progressive Investment Management Corp | 600 | 0,00 | 173 | 10,97 | ||||
| 2026-04-27 | 13F | Burford Brothers, Inc. | 874 | 238 | ||||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 36 | -66,97 | 10 | -70,97 | ||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 31.186 | 32,81 | 8.994 | 47,20 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 697 | -84,06 | 201 | -82,38 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 1.149 | -14,83 | 0 | |||||
| 2026-02-12 | 13F | Carson Advisory Inc. | 1.080 | 1,03 | 311 | 11,91 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 2.041 | 6,91 | 587 | 18,59 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 1.976 | 88,91 | 569 | 109,59 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 1.378 | 0,00 | 375 | -5,30 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 7.735 | 0,21 | 2.107 | -5,22 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 1.044 | 0,00 | 284 | -6,27 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 3.346 | -9,69 | 1 | |||||
| 2026-01-26 | 13F | Private Trust Co Na | 169 | 0,00 | 49 | 11,63 | ||||
| 2026-02-10 | 13F | Parr Mcknight Wealth Management Group, Llc | 1.036 | 0,10 | 298 | 11,19 | ||||
| 2026-02-12 | 13F | Philadelphia Trust Co | 4.383 | 0,00 | 1 | 0,00 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 774 | 223 | ||||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 11 | 3 | ||||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 13.526 | -2,03 | 3.763 | -5,33 | ||||
| 2025-10-30 | 13F | Traub Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 1.666 | 1,90 | 454 | -3,62 | ||||
| 2026-02-12 | 13F | Quadrant Capital Group Llc | 45 | 13 | ||||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 1.272 | 8,81 | 366 | 20,79 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-25 | 13F | Alexander Labrunerie & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 4.901 | 5,62 | 1.335 | -0,07 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 206.148 | -3,86 | 59.340 | 107.789,09 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 3.693 | -5,67 | 1.063 | 4,63 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 2.006 | 8,37 | 577 | 20,21 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 85.250 | 2,16 | 23.216 | -3,88 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 1 | 0 | ||||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 903 | 0,00 | 260 | 10,68 | ||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 2.062 | -2,32 | 566 | -6,75 | ||||
| 2026-04-10 | 13F | ALM First Financial Advisors, LLC | 1.389 | 0,00 | 308 | -5,23 | ||||
| 2025-11-06 | 13F | Blume Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 4.377 | -4,97 | 1.219 | -8,08 | ||||
| 2026-02-09 | 13F | Jefferies Financial Group Inc. | 1.856 | -47,63 | 534 | -41,96 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 2.414 | 0,00 | 663 | -4,61 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 4 | 0,00 | 1 | 0,00 | ||||
| 2026-02-11 | 13F | Wharton Business Group, LLC | 1.484 | -67,38 | 427 | -63,81 | ||||
| 2026-01-28 | 13F | Pacific Asset Management, LLC | 1.038 | 0,00 | 299 | 10,78 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 21.341 | -4,69 | 6.143 | 5,66 | ||||
| 2026-01-26 | 13F | David Kennon Inc | 22.537 | 2,66 | 6.487 | 13,85 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 5.178 | 5,33 | 1.491 | 16,77 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 1.000 | 288 | |||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Call | 2.000 | 576 | |||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 120.958 | 3,52 | 34.818 | 14,79 | ||||
| 2026-02-06 | 13F | Fischer Financial Services, Inc. | 11.838 | -3,36 | 3.407 | 7,14 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 22.374 | 119,55 | 6.440 | 143,48 | ||||
| 2026-04-24 | 13F | Optas, LLC | 1.463 | 0,00 | 398 | -5,46 | ||||
| 2026-02-13 | 13F | Williams Jones Wealth Management, LLC. | 6.328 | 16,11 | 1.821 | 28,78 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 6 | -72,73 | 2 | -83,33 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 6.491 | 18,13 | 1.869 | 31,00 | ||||
| 2026-04-21 | 13F | Cypress Capital Advisors, LLC | 847 | 0,00 | 231 | -5,35 | ||||
| 2026-01-26 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Wealth Management Associates, Inc. | 2.224 | 0,23 | 640 | 11,11 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 175 | 0,00 | 48 | -6,00 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2.653 | 0,00 | 723 | -5,37 | ||||
| 2026-02-06 | 13F | One Charles Private Wealth Services, LLC | 5.368 | -4,62 | 1.545 | 5,75 | ||||
| 2026-02-09 | 13F | Goepper Burkhardt LLC | 3.975 | -30,88 | 1.144 | -23,32 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Tripletail Wealth Management, LLC | 193 | 0,00 | 56 | 7,84 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 3.767 | 0,00 | 1.026 | -5,44 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 15.781 | -3,86 | 4.543 | 6,59 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 1.947 | -2,75 | 530 | -7,99 | ||||
| 2026-01-12 | 13F | Canvas Wealth Advisors, LLC | 1.115 | 0,00 | 321 | 6,67 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 1.689 | 0,42 | 486 | 11,47 | ||||
| 2026-01-23 | 13F | Bright Financial Advisors, Inc. | 2.365 | 0,00 | 681 | 10,93 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 2.326 | 5,15 | 633 | -0,47 | ||||
| 2026-04-27 | 13F | Smith & Howard Wealth Management, LLC | 3.202 | 0,00 | 872 | -5,32 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 1.748 | -22,79 | 485 | -25,50 | ||||
| 2026-02-09 | 13F | Putnam Fl Investment Management Co | 2.171 | 0,93 | 625 | 11,83 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Meridian Wealth Advisors, LLC | 5.000 | 0,04 | 1.439 | 10,95 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 17 | 5 | ||||||
| 2026-02-02 | 13F | Summit Place Financial Advisors, LLC | 1.650 | 0,00 | 475 | 10,75 | ||||
| 2026-02-06 | 13F | BlueStem Wealth Partners, LLC | 716 | -15,86 | 206 | -6,36 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 420 | 28,44 | 121 | 42,86 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 6.876 | 22,65 | 1.979 | 36,01 | ||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 1.398 | 381 | ||||||
| 2026-02-11 | 13F | Sunrise Financial Services, LLC | 545 | 157 | ||||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 1.413 | 0,00 | 385 | -5,42 | ||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 6.698 | -20,07 | 1.739 | -16,48 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 297 | -1,00 | 81 | -6,98 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 3.929 | 0,00 | 1.155 | 8,97 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 6.876 | 12,74 | 1.979 | 25,02 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 46 | 0,00 | 13 | 18,18 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Harel Insurance Investments & Financial Services Ltd. | 15 | -100,00 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 1.040 | 0,48 | 299 | 11,57 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 1.224 | 0,25 | 352 | 11,04 | ||||
| 2026-02-13 | 13F | Resources Management Corp /ct/ /adv | 309 | -4,63 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 32.971 | 6,45 | 8.979 | 0,71 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 844 | 0,00 | 230 | -5,37 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 881 | 254 | ||||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 1.854 | 0,00 | 534 | 10,81 | ||||
| 2026-01-15 | 13F | Warwick Investment Management, Inc. | 1.374 | 0,22 | 395 | 11,27 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 1.423 | 0,35 | 388 | -5,15 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 150 | 41 | ||||||
| 2026-02-05 | 13F | Prudent Investors Network | 1.100 | -1,35 | 317 | 9,34 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 13.509 | 6,63 | 3.889 | 18,25 | ||||
| 2026-02-09 | 13F | Atticus Wealth Management, Llc | 739 | 213 | ||||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | NLB Skladi, upravljanje premozenja, d.o.o. | 3.680 | 1.059 | ||||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 27.121 | 5,49 | 7.386 | -0,20 | ||||
| 2026-02-17 | 13F | Summit Trail Advisors, Llc | 3.881 | 0,00 | 1.117 | 10,92 | ||||
| 2026-02-12 | 13F | Mission Creek Capital Partners, Inc. | 1.013 | -2,88 | 292 | 7,78 | ||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 4 | 0,00 | 1 | 0,00 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 8.874 | 2,31 | 2.417 | -3,21 | ||||
| 2026-04-06 | 13F | CX Institutional | 4.565 | 1,78 | 1 | 0,00 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 777 | -86,50 | 212 | -87,27 | ||||
| 2026-02-10 | 13F | Novak & Powell Financial Services, Inc. | 6.365 | -1,09 | 1.832 | 9,70 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 314 | 0,00 | 86 | -5,56 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 5.100 | -45,16 | 1.468 | -39,19 | |||
| 2026-01-23 | 13F | Smith, Moore & Co. | 938 | -5,16 | 270 | 5,47 | ||||
| 2026-01-30 | 13F | Trifecta Capital Advisors, LLC | 238 | 0,00 | 69 | 11,48 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 1.384 | 6,46 | 398 | 18,10 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 178.934 | 7,70 | 51.506 | 19,42 | ||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 3.267 | 0,00 | 848 | 0,00 | ||||
| 2026-02-17 | 13F | Tudor Investment Corp Et Al | 45.493 | 13.095 | ||||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 1.825 | 0,00 | 497 | -5,52 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 3.963 | 193,34 | 1.141 | 225,71 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 509 | 3,04 | 138 | -2,82 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 2.218 | -1,86 | 604 | -7,23 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 422 | -3,65 | 115 | -9,52 | ||||
| 2026-02-03 | 13F | Anfield Capital Management, LLC | 45 | 0,00 | 13 | 9,09 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 4.376 | 1,16 | 1.192 | -4,34 | ||||
| 2026-02-04 | 13F | Liberty Wealth Management Llc | 4.428 | 0,71 | 1.275 | 11,66 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 1.596 | -1,05 | 435 | -6,47 | ||||
| 2026-01-27 | 13F | Tme Financial, Inc. | 943 | -19,74 | 271 | -10,86 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 7.399 | -21,39 | 2.015 | -25,66 | ||||
| 2026-02-13 | 13F | Archetype Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 1.287 | -1,38 | 350 | -6,67 | ||||
| 2026-02-04 | 13F | D'Orazio & Associates, Inc. | 2.140 | 0,00 | 616 | 10,81 | ||||
| 2026-04-21 | 13F | WJ Interests, LLC | 1.690 | 0,00 | 460 | -5,35 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 1.335 | 8,54 | 364 | 2,54 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 3.000 | 66,67 | 864 | 84,80 | |||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 5 | 1 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 18.010 | 5.184 | ||||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 1.622 | 0,37 | 442 | -5,16 | ||||
| 2026-04-23 | 13F | Signature Securities Group Corporation | 3.375 | -9,37 | 919 | -14,27 | ||||
| 2026-02-10 | 13F | REAP Financial Group, LLC | 196 | 56 | ||||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 1.168 | 0,78 | 336 | 12,00 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 4.271 | 2,13 | 1.229 | 13,27 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 1.785 | 7,72 | 517 | 22,86 | ||||
| 2026-02-13 | 13F | Umb Bank N A/mo | 746 | 46,56 | 215 | 62,12 | ||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 2.319 | 1,49 | 668 | 12,48 | ||||
| 2026-02-10 | 13F | American Money Management, LLC | 1.463 | -31,48 | 421 | -24,01 | ||||
| 2026-02-13 | 13F | Minot DeBlois Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 24 | 7 | ||||||
| 2026-01-27 | 13F | Elevate Wealth Advisory, Inc | 53 | 0,00 | 15 | 15,38 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 1.754 | 505 | ||||||
| 2026-02-13 | 13F | Invictus Private Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 762 | -15,80 | 219 | -6,41 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 167 | 0,00 | 43 | 4,88 | ||||
| 2026-04-14 | 13F | Congress Park Capital LLC | 2.055 | 17,09 | 560 | 10,69 | ||||
| 2026-02-11 | 13F | Athena Investment Management | 2.804 | 0,50 | 807 | 11,46 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 1.600 | 0,88 | 461 | 11,92 | ||||
| 2025-10-30 | 13F | Oak Hill Wealth Advisors, Llc | 863 | 0,00 | 224 | 4,67 | ||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 1.657 | 477 | ||||||
| 2026-02-13 | 13F | Level Four Advisory Services, Llc | 1.959 | 17,45 | 564 | 30,25 | ||||
| 2026-02-06 | 13F | Copia Wealth Management | 7 | 2 | ||||||
| 2026-02-11 | 13F | Cedar Mountain Advisors, LLC | 52.266 | 3,19 | 15.045 | 14,42 | ||||
| 2026-02-09 | 13F | First National Trust Co | 758 | 218 | ||||||
| 2026-02-13 | 13F | Potomac Fund Management Inc /adv | 79.799 | 22.970 | ||||||
| 2026-04-07 | 13F/A | Round Rock Advisors, LLC | 1.516 | 0,00 | 436 | 10,94 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 181 | 52 | ||||||
| 2026-02-11 | 13F | VMS Asset Management Limited | 19.733 | 5.680 | ||||||
| 2026-02-06 | 13F | Harmony Asset Management Llc | 1.175 | 0,00 | 338 | 10,82 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 6.308 | 11,06 | 1.718 | 5,02 | ||||
| 2026-04-20 | 13F | Trust Co Of Oklahoma | 33.643 | 3,14 | 9.162 | -2,43 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 3.863 | 21,40 | 1.052 | 14,97 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Miller Financial Services LLC | 958 | 0,10 | 276 | 10,89 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 1.380 | 0,00 | 376 | -5,54 | ||||
| 2026-04-27 | 13F | Allied Investment Advisors, LLC | 171.706 | 2,65 | 46.761 | -2,89 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 25.373 | -0,32 | 7.303 | 10,52 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 26.429 | -20,94 | 7.608 | -12,34 | ||||
| 2026-02-17 | 13F | Fountainhead AM, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 6.515 | 10,71 | 1.774 | 4,78 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 47.890 | 11,58 | 13.785 | 23,72 | ||||
| 2025-10-31 | 13F | Owen LaRue, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 25 | 0,00 | 7 | -14,29 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 2.394 | 5,09 | 689 | 16,58 | ||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cambria Investment Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 1.062 | 0,00 | 289 | -5,25 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 12.730 | -1,16 | 3.664 | 9,60 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 23.094 | -0,15 | 6.289 | -5,53 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 800 | 0,00 | 218 | -5,65 | ||||
| 2026-03-05 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 55 | 16 | ||||||
| 2026-02-13 | 13F/A | New England Private Wealth Advisors LLC | 37.704 | 0,30 | 10.853 | 11,22 | ||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 707 | 204 | ||||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 3.277 | -12,03 | 943 | -2,38 | ||||
| 2026-04-01 | 13F | Financial Insights, Inc. | 1.382 | 0,07 | 398 | 10,89 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 1.155 | 332 | ||||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | Call | 1.300 | -86,87 | 337 | -86,29 | |||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 6.865 | -4,52 | 1.870 | -9,67 | ||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | 2.070 | -83,01 | 537 | -82,25 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 1.838 | 0,00 | 529 | 10,90 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 259 | 0,00 | 71 | -5,41 | ||||
| 2026-02-13 | 13F | Capital Square, LLC | 952 | 2,48 | 274 | 13,69 | ||||
| 2026-02-20 | 13F | Kinloch Capital, LLC | 22.180 | 6.385 | ||||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 3.364 | -16,63 | 916 | -21,10 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 80 | 0,00 | 23 | 15,00 | ||||
| 2026-02-12 | 13F | Davis R M Inc | 1.825 | 0,00 | 525 | 10,99 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 1.630 | -23,47 | 444 | -27,73 | ||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 182 | 52 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 49.639 | -14,48 | 12.098 | -29,30 | ||||
| 2026-02-09 | 13F | McGinn Investment Management, Inc. | 1.547 | -0,45 | 0 | |||||
| 2026-04-21 | 13F | Axiom Financial Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 2.653 | 0,00 | 764 | 10,90 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.028 | 0,00 | 872 | 10,81 | ||||
| 2026-03-04 | 13F | Compass Financial Group, Inc. (Ohio) | 1.375 | 396 | ||||||
| 2025-11-03 | 13F | SYM FINANCIAL Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 2.250 | 149,45 | 648 | 176,50 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2.023 | 11,40 | 551 | 5,56 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 20.004 | 1,08 | 5.758 | 12,09 | ||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 38 | 0,00 | 10 | 0,00 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 2.251 | 206,68 | 613 | 190,52 | ||||
| 2026-01-12 | 13F | Evolution Wealth Advisors, LLC | 1.125 | 0,00 | 324 | 10,62 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 340 | 0,00 | 93 | -5,15 | ||||
| 2026-04-22 | 13F | Ridgecrest Wealth Partners, Llc | 1.436 | 0,00 | 391 | -5,33 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 1.360 | 391 | ||||||
| 2026-02-17 | 13F | Northern Trust Corp | 21.908 | -0,30 | 6.306 | 10,55 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 64 | 0,00 | 17 | -5,56 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 93.357 | 834,50 | 26.873 | 936,33 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 494 | 142 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 2.694 | -1,25 | 734 | -6,62 | ||||
| 2026-02-03 | 13F | Strategic Wealth Advisors LLC | 710 | 0 | ||||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 3.912 | -4,33 | 1.065 | -9,44 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 486.842 | 16,22 | 140.136 | 28,86 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 3.635 | 0,83 | 990 | -4,63 | ||||
| 2026-01-08 | 13F | GSG Advisors LLC | 1.194 | 0,00 | 344 | 7,86 | ||||
| 2026-02-11 | 13F | MCF Advisors LLC | 200 | 0,00 | 58 | 11,76 | ||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 731 | 0,00 | 210 | 11,11 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 56.201 | 7,12 | 16.177 | 18,77 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 16.595 | 11,19 | 4.775 | 23,23 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 915 | 5,78 | 249 | 0,00 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 16.643 | 0,75 | 4.791 | 11,71 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 1.618 | 466 | ||||||
| 2025-11-14 | 13F | Financial Network Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Nicolet Bankshares Inc | 2.832 | 0,00 | 815 | 10,88 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 7.246 | 0,00 | 1.973 | -5,37 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 1.344 | 3,07 | 366 | -2,40 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 1.304 | -23,47 | 355 | -27,55 | ||||
| 2026-02-10 | 13F | COFG Advisors, LLC | 1.593 | 459 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 431 | 0,00 | 117 | -5,65 | ||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 996 | -4,78 | 271 | -9,97 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 24.317 | -1,09 | 6.622 | -6,42 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.066 | 11,97 | 290 | 5,84 | ||||
| 2025-11-04 | 13F | Winnow Wealth Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Bearing Point Capital, Llc | 12.262 | 3.530 | ||||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 1.563 | 0,00 | 426 | -5,35 | ||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 9 | 3 | ||||||
| 2026-02-17 | 13F | BTG Pactual Asset Management US LLC | 23.259 | 8,89 | 5.776 | 8,90 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 808 | -5,83 | 220 | -10,57 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 13.313 | 17,14 | 3.832 | 29,90 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 207 | 0,00 | 57 | -5,08 | ||||
| 2026-01-26 | 13F | BLB&B Advisors, LLC | 1.052 | -12,84 | 303 | -3,51 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 7.010 | -0,01 | 2.018 | 5,71 | ||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 3.115 | -48,39 | 848 | -51,18 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 2.296 | 63,07 | 661 | 81,10 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 28.730 | -5,72 | 8.270 | 4,53 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 6.488 | -7,43 | 1.867 | 2,64 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 927 | -82,68 | 267 | -80,85 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 3.775 | -0,24 | 1.028 | -5,60 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 19.462 | -0,03 | 5.602 | 10,86 | ||||
| 2026-02-10 | 13F | Shepherd Financial Partners LLC | 1.201 | 0,00 | 346 | 10,93 | ||||
| 2026-02-17 | 13F | Cardiff Park Advisors, Llc | 4.827 | 0,21 | 1.390 | 11,12 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 939 | -4,67 | 256 | -9,89 | ||||
| 2026-02-02 | 13F | Legacy Edge Advisors, LLC | 1.085 | 312 | ||||||
| 2026-02-27 | 13F | Strategic Investment Solutions, Inc. /IL | 1.618 | -51,73 | 466 | -46,55 | ||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 1.034 | 0,39 | 282 | -5,07 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 4.768 | -4,45 | 1.299 | -9,54 | ||||
| 2026-02-02 | 13F | Equitable Trust Co | 718 | 207 | ||||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 1.240 | 0,00 | 338 | -5,34 | ||||
| 2026-02-09 | 13F | Solutions 4 Wealth, Ltd | 4.715 | -2,20 | 1.357 | 8,47 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 939 | 0,11 | 256 | -5,56 | ||||
| 2026-01-27 | 13F | Werba Rubin Papier Wealth Management | 3.230 | 1,89 | 930 | 13,02 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Put | 17.600 | -37,81 | 5.066 | -31,04 | |||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | Call | 34.800 | 87,10 | 10.017 | 107,48 | |||
| 2026-02-11 | 13F | Fiera Capital Corp | 1.217 | 0,00 | 350 | 11,11 | ||||
| 2026-01-27 | 13F | Regions Financial Corp | 1.285 | 29,54 | 370 | 43,58 | ||||
| 2026-02-17 | 13F | EFG International AG | 53 | 15 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 6.535 | -63,88 | 1.881 | -59,94 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 3.247 | 16,05 | 845 | 21,26 | ||||
| 2026-02-03 | 13F | Bluebird Wealth Management LLC | 2.700 | 777 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.966 | -10,35 | 1.080 | -15,24 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 1.650 | 0,00 | 475 | 10,75 | ||||
| 2026-01-28 | 13F | Cornerstone Advisory, LLC | 21.111 | -5,34 | 6.077 | 4,96 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 260.706 | -4,21 | 75.114 | 7,16 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 40 | 0,00 | 12 | 10,00 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 1.836 | 4,68 | 529 | 16,04 | ||||
| 2026-01-23 | 13F | Altfest L J & Co Inc | 6.970 | -29,62 | 2.006 | -21,95 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 12.828 | 3.330 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 49.990 | -12,57 | 14.390 | -3,06 | ||||
| 2026-02-09 | 13F | Hantz Financial Services, Inc. | 37 | -11,90 | 0 | |||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 29.583 | 194,77 | 8.515 | 226,87 | ||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 1.116 | -1,76 | 304 | -7,06 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 445 | 121 | ||||||
| 2026-02-09 | 13F | Smith Chas P & Associates Pa Cpas | 5.291 | 0,17 | 1.523 | 11,09 | ||||
| 2026-02-09 | 13F | Kestra Investment Management, LLC | 1.193 | 343 | ||||||
| 2026-01-28 | 13F | EPG Wealth Management LLC | 452 | -11,55 | 130 | -1,52 | ||||
| 2026-02-17 | 13F | WFA of San Diego, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 43.696 | 64,39 | 12.579 | 82,29 | ||||
| 2026-02-06 | 13F | Keystone Financial Group | 1.109 | 0,00 | 319 | 11,15 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 2.725 | 0,00 | 784 | 10,89 | ||||
| 2026-01-29 | 13F | Guardian Asset Advisors, LLC | 1.120 | -0,27 | 323 | 10,65 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 388.111 | -4,86 | 111.718 | 5,50 | ||||
| 2025-11-13 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 114 | -97,18 | 33 | -96,95 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 82 | -35,43 | 22 | -38,89 | ||||
| 2026-02-03 | 13F | D.B. Root & Company, LLC | 932 | 0,00 | 268 | 11,20 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 1.452 | 0,28 | 395 | -5,05 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 926 | 0,43 | 252 | -4,91 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 1.091 | 0,00 | 297 | -5,41 | ||||
| 2026-04-20 | 13F | Banque Cantonale Vaudoise | 131 | 0,00 | 36 | -5,26 | ||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 50 | 0,00 | 14 | 16,67 | ||||
| 2026-02-09 | 13F | Morningstar Investment Management LLC | 46.147 | -10,36 | 13 | 0,00 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 774 | 0,00 | 211 | -5,38 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 29 | 0,00 | 8 | -12,50 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 2.169 | 0,00 | 591 | -5,45 | ||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 17.030 | 1,88 | 4.638 | -3,62 | ||||
| 2026-02-13 | 13F | Chevy Chase Trust Holdings, Inc. | 14.104 | 4.060 | ||||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 745 | -1,32 | 0 | |||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 14.375 | -2,69 | 4.138 | 7,87 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 17.110 | -3,57 | 4.925 | 6,93 | ||||
| 2026-03-16 | 13F | John A. Wolfe & Associates, Inc. | 3.661 | 1.054 | ||||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 8.477 | 29,90 | 2.440 | 44,04 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 1.851 | -1,86 | 533 | 8,79 | ||||
| 2026-01-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 7.113 | -23,61 | 2.047 | -15,31 | ||||
| 2026-01-23 | 13F | Steigerwald, Gordon & Koch Inc. | 636 | 5,47 | 183 | 17,31 | ||||
| 2026-01-28 | 13F | Aspen Wealth Strategies, LLC | 10.616 | 432,66 | 3.056 | 490,91 | ||||
| 2026-01-30 | 13F | DMKC Advisory Services, LLC | 32.813 | 15,87 | 9.445 | 28,49 | ||||
| 2026-02-02 | 13F | Robertson Stephens Wealth Management, LLC | 18.347 | -1,81 | 5.281 | 8,86 | ||||
| 2026-04-07 | 13F | Calder Financial LLC | 881 | 0,23 | 242 | -4,37 | ||||
| 2026-02-13 | 13F | Innovative Wealth Building LLC | 1.372 | -7,23 | 395 | 2,87 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 390 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 201.882 | 7,91 | 58.112 | 19,66 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 3.757 | 4,27 | 1.023 | 102.200,00 | ||||
| 2026-02-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 1.375 | 396 | ||||||
| 2025-11-03 | 13F | Jordan Park Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Hudson Value Partners, LLC | 4.071 | 1.109 | ||||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 1.423 | 9,55 | 410 | 21,36 | ||||
| 2026-02-13 | 13F | Tradewinds, LLC. | 1.363 | -3,54 | 392 | 7,10 | ||||
| 2026-01-29 | 13F | Lee Danner & Bass Inc | 1.262 | 0,08 | 363 | 11,01 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | American Trust | 1.654 | -22,16 | 476 | -13,61 | ||||
| 2026-02-05 | 13F | Wakefield Asset Management LLLP | 2.347 | 676 | ||||||
| 2026-04-16 | 13F | Security National Bank | 114 | 0,00 | 31 | -3,12 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 257 | 0,00 | 70 | -5,48 | ||||
| 2026-01-28 | 13F | Grant Street Asset Management, Inc. | 1.643 | 3,20 | 473 | 14,29 | ||||
| 2026-01-29 | 13F | RMR Wealth Builders | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Navis Wealth Advisors, LLC | 2.373 | 0,13 | 683 | 10,89 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 6.110 | -9,78 | 1.759 | 0,00 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 6.305 | 0,59 | 1.717 | -4,82 | ||||
| 2026-02-10 | 13F | Acorn Wealth Advisors, LLC | 1.115 | -66,60 | 321 | -63,05 | ||||
| 2026-02-12 | 13F | Beacon Capital Management, Inc. | 379.402 | 20,67 | 109.211 | 33,80 | ||||
| 2026-02-17 | 13F | Df Dent & Co Inc | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 2.472 | 13,45 | 712 | 25,84 | ||||
| 2026-04-07 | 13F | Estate Planners Group, LLC | 220 | 63 | ||||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 332 | -78,37 | 96 | -76,13 | ||||
| 2026-02-13 | 13F | Kcm Investment Advisors Llc | 55.397 | -0,73 | 15.946 | 10,08 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 9.975 | -0,53 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 572 | 0,00 | 165 | 10,81 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Salus Financial Advisors, LLC | 1.126 | 0,00 | 307 | -5,56 | ||||
| 2026-02-06 | 13F | Resolute Wealth Strategies, LLC | 1.827 | -4,79 | 526 | 5,42 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 8.852 | -0,64 | 2.548 | 10,21 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 1.530 | 11,68 | 417 | 5,58 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 2.902 | 0,00 | 790 | -5,39 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 3.197 | 3,06 | 871 | -2,47 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 5.362 | -2,19 | 1.460 | -7,48 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 652 | -31,30 | 188 | -21,43 | ||||
| 2025-11-06 | 13F | Integrity Financial Corp /WA | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 131 | 0,00 | 0 | |||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 3.267 | 5,32 | 940 | 16,77 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 0 | 0 | ||||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 13.590 | 2,41 | 3.912 | 12,90 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Archer Investment Corp | 419 | 0,24 | 121 | 11,11 | ||||
| 2026-02-03 | 13F | SBI Securities Co., Ltd. | 14.078 | -2,23 | 4.052 | 8,43 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 3.744 | 0,05 | 1.020 | -5,39 | ||||
| 2026-02-11 | 13F | Peachtree Investment Partners, LLC | 41 | 0,00 | 12 | 10,00 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 116.863 | -6,04 | 31.825 | -11,11 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 2.034 | -0,68 | 554 | -6,11 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 1.260 | 0,16 | 343 | -5,25 | ||||
| 2026-02-09 | 13F | Sawgrass Asset Management Llc | 765 | 220 | ||||||
| 2026-02-06 | 13F | Associated Banc-corp | 1.311 | 0,85 | 377 | 11,87 | ||||
| 2026-04-16 | 13F | Polianta Ltd | 34.200 | 9 | ||||||
| 2026-04-17 | 13F | A. D. Beadell Investment Counsel, Inc. | 760 | 0,00 | 0 | |||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 13.610 | -5,06 | 3.918 | 5,27 | ||||
| 2026-02-12 | 13F | Ironsides Asset Advisors, LLC | 1.075 | 0,00 | 309 | 10,75 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 65 | 3.150,00 | 18 | |||||
| 2026-04-15 | 13F | RCW Management, LLC | 11.384 | -0,91 | 3.100 | -6,26 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 6.216 | 1,67 | 1.693 | -3,81 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 107.069 | 10,86 | 29.158 | 4,89 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 1.105 | 0,36 | 301 | -5,06 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 50 | 0,00 | 14 | -7,14 | ||||
| 2026-01-27 | 13F | Tranquilli Financial Advisor LLC | 14.215 | 186,88 | 4.092 | 218,12 | ||||
| 2026-02-20 | 13F/A | Prestige Wealth Management Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 54.583 | -4,03 | 15.712 | 6,41 | ||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 629 | 0,00 | 163 | 4,49 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 4.029 | 1,77 | 1.092 | -4,05 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 800 | 0 | ||||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 329 | 0,00 | 90 | -5,32 | ||||
| 2026-02-06 | 13F | Advisory Alpha, LLC | 837 | 0,12 | 241 | 8,07 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 1.337 | -17,72 | 364 | -22,06 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Lakeshore Financial Planning, Inc. | 56.129 | 2,22 | 16.157 | 13,34 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 2.963 | 6,62 | 853 | 18,17 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 1.233 | 0,00 | 336 | -5,37 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 3.715 | -8,72 | 1.012 | -13,66 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 300 | 86 | ||||||
| 2026-04-03 | 13F | Investors Research Corp | 49 | -50,51 | 13 | -53,57 | ||||
| 2026-04-21 | 13F | Dougherty & Associates, LLC | 2.667 | -3,47 | 726 | -8,68 | ||||
| 2026-02-03 | 13F | Bokf, Na | 9.158 | 1,86 | 2.636 | 12,94 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 1.170 | -24,52 | 319 | -28,70 | ||||
| 2026-01-27 | 13F | Journey Advisory Group, LLC | 951 | -10,37 | 274 | -0,73 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 44.342 | 44 | ||||||
| 2026-04-23 | 13F | Analyst IMS Investment Management Services Ltd. | 1.980 | 0,00 | 1 | |||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 1.050 | 0,00 | 286 | -5,63 | ||||
| 2026-02-09 | 13F | Frazier Financial Advisors, LLC | 33 | 0,00 | 10 | 12,50 | ||||
| 2025-11-13 | 13F | Eisler Capital Management Ltd. | 6.320 | 1.641 | ||||||
| 2025-11-14 | 13F | Cubist Systematic Strategies, LLC | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-02-13 | 13F | Manufacturers Life Insurance Company, The | 2.444 | 704 | ||||||
| 2026-02-06 | 13F | Americana Partners, LLC | 943 | -6,63 | 271 | 3,44 | ||||
| 2026-02-10 | 13F | Peapack Gladstone Financial Corp | 99.679 | 2,40 | 29 | 12,00 | ||||
| 2026-04-02 | 13F | Somerset Trust Co | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Vestor Capital, Llc | 520 | -22,39 | 0 | |||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 760 | -5,71 | 207 | -10,82 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Keebeck Wealth Management, LLC | 9.087 | -4,85 | 2.616 | 5,49 | ||||
| 2026-01-30 | 13F | Ktf Investments, Llc | 4.065 | 1.170 | ||||||
| 2026-02-12 | 13F | Daybright Advisory Services, Inc. | 2.236 | 644 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 2.731 | 2,98 | 744 | -2,62 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 9.696 | -1,28 | 2.791 | 9,45 | ||||
| 2026-02-10 | 13F | Nomura Asset Management Co Ltd | 5.450 | 1.569 | ||||||
| 2026-01-26 | 13F | Cwm, Llc | 3.144 | 5,54 | 1 | |||||
| 2026-02-12 | 13F | Vickerman Investment Advisors, Inc. | 2.259 | 650 | ||||||
| 2026-02-03 | 13F | Cassaday & Co Wealth Management LLC | 9.098 | 0,55 | 2.619 | 11,50 | ||||
| 2025-11-12 | 13F | Willow Creek Wealth Management Inc. | 3.739 | 140,60 | 971 | 151,30 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 2.424 | 7,49 | 698 | 19,52 | ||||
| 2025-11-13 | 13F | Obsidian Personal Planning Solutions LLC | 17.744 | 3,03 | 4.798 | 12,18 | ||||
| 2026-01-29 | 13F | UBS Group AG | 1.388.965 | 6,42 | 399.814 | 18,00 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 729 | -54,29 | 210 | -49,15 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1.008 | 8,27 | 275 | 2,62 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 24.460 | -2,11 | 6.661 | -7,38 | ||||
| 2026-02-04 | 13F | Cascade Wealth Advisors, Inc | 3.322 | 117,12 | 953 | 126,67 | ||||
| 2026-02-17 | 13F | Adams Wealth Management | 8.472 | -31,20 | 2.439 | -23,72 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 29.901 | 6,93 | 8.607 | 18,57 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 7.486 | -17,48 | 2.068 | -21,07 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 7.653 | 5,11 | 2.203 | 16,56 | ||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 52 | 940,00 | 15 | 1.400,00 | ||||
| 2026-01-28 | 13F | N.E.W. Advisory Services LLC | 4.512 | -0,38 | 1.299 | 10,47 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2025-11-05 | 13F | SPC Financial, Inc. | 1.912 | 19,50 | 496 | 24,94 | ||||
| 2026-02-12 | 13F | Brueske Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 14.898 | -3,93 | 4.057 | -9,10 | ||||
| 2026-02-05 | 13F | Wilson & Boucher Capital Management, LLC | 1.000 | 0,00 | 288 | 10,81 | ||||
| 2026-02-05 | 13F | Panoramic Investment Advisors, Llc | 1.217 | 0,58 | 350 | 11,46 | ||||
| 2026-01-29 | 13F | Howard Wealth Management, Llc | 5.525 | -1,80 | 1.591 | 8,90 | ||||
| 2026-02-05 | 13F | Mission Wealth Management, Lp | 5.170 | 1,83 | 1.488 | 12,98 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 110.037 | -9,49 | 31.675 | 0,40 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 1.800 | 0,00 | 518 | 10,92 | ||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 1.127 | 0,18 | 324 | 10,96 | ||||
| 2026-02-03 | 13F | Winch Advisory Services, LLC | 1.945 | 0,10 | 560 | 10,91 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 1.576 | 57,29 | 429 | 48,96 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 14.141 | 526,54 | 4 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 8.626 | -0,27 | 2.368 | -4,90 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 16.920 | 24,94 | 4.870 | 38,55 | ||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Gsa Capital Partners Llp | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Crewe Advisors LLC | 250 | 0,00 | 72 | 10,94 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 7.396 | -5,22 | 2.014 | -10,33 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2.272 | 0,93 | 654 | 11,99 | ||||
| 2026-01-20 | 13F | Raab & Moskowitz Asset Management LLC | 10.842 | -0,26 | 3.121 | 10,60 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 81.382 | 0,06 | 23.426 | 10,94 | ||||
| 2026-02-13 | 13F | Independent Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 558 | 0,00 | 161 | 11,11 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 2.721 | -10,43 | 741 | -15,22 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 1.997 | -7,16 | 544 | -12,28 | ||||
| 2025-11-14 | 13F | Nicholas Investment Partners, LP | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | TrueWealth Financial Partners | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Solstein Capital, LLC | 470 | 0,00 | 135 | 10,66 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 1.992 | -88,80 | 542 | -89,41 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 1.814 | -1,47 | 494 | -6,62 | ||||
| 2026-01-21 | 13F | Y.D. More Investments Ltd | 310 | 0,00 | 89 | 11,25 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 29 | 0,00 | 8 | 14,29 | ||||
| 2026-01-30 | 13F | Citizens Financial Group Inc/ri | 5.674 | 3,03 | 1.633 | 14,28 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 5.248 | 1,18 | 1.429 | -4,29 | ||||
| 2026-02-12 | 13F | Renaissance Technologies Llc | 13.560 | 151,11 | 3.903 | 178,59 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 12.716 | 2,49 | 3.660 | 13,66 | ||||
| 2026-04-22 | 13F | James Hambro & Partners | 1.930 | 0,00 | 526 | -5,41 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 118.641 | 2.388,28 | 34.151 | 2.660,71 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 735 | -10,91 | 200 | -15,61 | ||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 8.390 | 1,15 | 2.285 | -4,32 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 329.710 | -4,85 | 94.960 | 4,67 | ||||
| 2026-02-13 | 13F | Quartz Partners, LLC | 705 | -33,93 | 203 | -26,81 | ||||
| 2026-02-04 | 13F | Centric Wealth Management | 775 | 0,00 | 224 | 6,70 | ||||
| 2026-01-29 | 13F | Atlas Legacy Advisors, LLC | 40.029 | 13,15 | 11.524 | 25,47 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 58.724 | -5,55 | 16.120 | -9,93 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 802 | 0,00 | 218 | -5,22 | ||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 8.869 | -2,02 | 2.415 | -7,29 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 925 | 0,00 | 252 | -5,64 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 4.433 | 1,12 | 1.276 | 12,13 | ||||
| 2026-02-05 | 13F | Pacific Sun Financial Corp | 2.208 | -0,90 | 636 | 9,86 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 27.464 | 17.392,99 | 7.906 | 19.662,50 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 1.280 | 0,00 | 369 | 10,84 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 390.130 | 8,48 | 112.299 | 20,28 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 1.112 | 11,65 | 320 | 24,03 | ||||
| 2026-02-12 | 13F | Ensign Peak Advisors, Inc | 6.049 | 0,00 | 1.741 | 10,89 | ||||
| 2026-02-12 | 13F | Gerber Kawasaki Wealth & Investment Management | 1.363 | 0,44 | 392 | 11,36 | ||||
| 2026-02-09 | 13F | White Lighthouse Investment Management Inc. | 24.485 | -5,89 | 7.048 | 4,35 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 25.887 | 3,08 | 7.452 | 14,30 | ||||
| 2026-02-13 | 13F | Evelyn Partners Investment Management LLP | 3 | 0,00 | 1 | |||||
| 2025-12-02 | 13F | Stillwater Wealth Management Group | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 6.499 | 32,90 | 1.871 | 47,36 | ||||
| 2026-04-24 | 13F | United Community Bank | 66 | 0,00 | 18 | -5,56 | ||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 1.958 | -1,11 | 533 | -6,33 | ||||
| 2026-02-04 | 13F | Hikari Power Ltd | 9.580 | 0,00 | 3 | 0,00 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 1.675 | -7,76 | 456 | -3,18 | ||||
| 2026-02-11 | 13F | SlateStone Wealth, LLC | 5.249 | 0,00 | 2 | 0,00 | ||||
| 2026-01-21 | 13F | Ledyard National Bank | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 1.365 | -1,30 | 372 | -6,78 | ||||
| 2025-11-07 | 13F | Tanglewood Legacy Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 704 | -67,18 | 203 | -63,67 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 2.200 | 0,00 | 599 | -5,37 | ||||
| 2025-11-10 | 13F | Kropog Financial Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1.819 | 0,33 | 523 | 11,28 | ||||
| 2026-02-13 | 13F | Beacon Capital Management, LLC | 812 | -2,64 | 234 | 7,87 | ||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 26.454 | -2,39 | 7.615 | 8,23 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 2.459 | -8,18 | 670 | -13,12 | ||||
| 2026-02-12 | 13F | Ankerstar Wealth, LLC | 227 | 65 | ||||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Bell Bank | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Wall Street Financial Group, Inc. | 8.204 | -4,68 | 2.360 | 5,64 | ||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 1.784 | -0,17 | 486 | -5,64 | ||||
| 2026-01-23 | 13F | Bridgewater Advisors Inc. | 1.010 | -5,78 | 297 | 2,06 | ||||
| 2026-02-12 | 13F | First Wilshire Securities Management Inc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 16.784 | 1,78 | 4.571 | -3,71 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Prosperity Consulting Group, LLC | 833 | 240 | ||||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 905 | -5,43 | 246 | -10,55 | ||||
| 2026-02-11 | 13F | VeraBank, N.A. | 700 | 201 | ||||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 1.608 | 22,94 | 463 | 36,28 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 1.221 | -0,41 | 333 | -5,68 | ||||
| 2026-04-20 | 13F | Columbia Asset Management | 840 | 0,00 | 229 | -5,39 | ||||
| 2026-02-11 | 13F | Everett Harris & Co /ca/ | 732.278 | 0,19 | 210.786 | 11,10 | ||||
| 2026-02-05 | 13F | Armor Investment Advisors, LLC | 517 | 0,00 | 149 | 10,45 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 1.645 | 0,00 | 474 | 10,77 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 8.935 | -11,47 | 2.433 | -16,25 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 1.365 | -18,07 | 372 | -22,55 | ||||
| 2026-01-21 | 13F | Signature Resources Capital Management, LLC | 2 | 0,00 | 1 | |||||
| 2026-02-09 | 13F | Smithfield Trust Co | 100 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Financial Freedom, LLC | 9.443 | 2,26 | 2.718 | 13,39 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 2.491 | 2,93 | 678 | -2,59 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 40 | 0,00 | 12 | 10,00 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 177 | 5,36 | 48 | 0,00 | ||||
| 2026-02-17 | 13F | Chokshi & Queen Wealth Advisors, Inc | 21.318 | -1,55 | 6.137 | 9,16 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 4.258 | -16,46 | 1.226 | -11,36 | ||||
| 2026-02-17 | 13F | Greenline Partners, LLC | 844 | 0,00 | 243 | 10,50 | ||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 112 | -44,00 | 32 | -37,25 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 5.814 | -0,24 | 1.583 | -5,61 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 1.733 | -1,31 | 479 | -5,15 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 6.537 | 1.882 | ||||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 2.099 | -7,74 | 572 | -12,69 | ||||
| 2026-02-10 | 13F | Fort Sheridan Advisors Llc | 1.104 | -1,52 | 318 | 8,93 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 53.346 | -9,03 | 14.643 | -13,25 | ||||
| 2026-02-12 | 13F | Sumitomo Mitsui Financial Group, Inc. | 2.670 | -32,06 | 769 | -24,71 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 850 | 0,00 | 231 | -5,33 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 5.765 | -2,11 | 1.659 | 8,57 | ||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 29 | 8 | ||||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 3.152 | -1,96 | 858 | -7,24 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 1.025 | 0,00 | 295 | 10,90 | ||||
| 2026-02-10 | 13F | Nvest Financial, LLC | 1.250 | 360 | ||||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 1.128 | -3,92 | 307 | -8,90 |
