Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares Core High Dividend ETF, omfatter Beto Financial Group, Llc, XTX Topco Ltd, PlanVest Financial, Inc, Gerald Baker Financial Group LLC, Twin Tree Management, LP, Cpwa, Llc, Avail Investment Partners, LLC, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Bauman Advisory Group, LLC, Tiaa-cref Individual & Institutional Services, Llc, Point72 Asset Management, L.P., Squarepoint Ops LLC, Tannin Capital LLC, Apella Capital, LLC, Sunbeam Capital Management, LLC, Cadent Capital Advisors, LLC, Optivise Advisory Services LLC, Skyline Advisors, Inc., M3 Wealth Management, LLC, og Central Valley Advisors, Llc .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 95.228 | 7,77 | 12.927 | 20,35 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 26.887 | 3,17 | 3.649 | 15,15 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 1.944 | 0,99 | 264 | 12,39 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 141.303 | 15,90 | 19.178 | 29,35 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 116.175 | 758,58 | 3.139 | 85,41 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 1.632 | 221 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 38.496 | 21,46 | 5.225 | 35,55 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3.317.662 | 13,15 | 450.273 | 26,28 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 11.816 | 45,89 | 1.604 | 62,91 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 29.856 | 225,97 | 4.052 | 264,06 | ||||
| 2026-05-14 | 13F | Betterment LLC | 2.767 | 10,90 | 0 | |||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 100 | 14 | ||||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 1.616 | 219 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 21.473 | 5,58 | 2.914 | 17,83 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 26.718 | 4,43 | 3.626 | 16,55 | ||||
| 2026-05-15 | 13F | Fmr Llc | 567.337 | 14,96 | 76.999 | 28,30 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 271 | 0,74 | 37 | 12,50 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 1.685 | 229 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 51.888 | 4,71 | 6.324 | 4,93 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 451.518 | 2,72 | 61.278 | 14,64 | ||||
| 2026-05-14 | 13F | Biondo Investment Advisors, LLC | 12.494 | 1,05 | 1.696 | 12,77 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 1.003.439 | 67,06 | 136.187 | 86,45 | ||||
| 2026-04-22 | 13F | Penney Financial, LLC | 1.525 | 207 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 4.765 | 10,61 | 647 | 23,52 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 133.600 | 654,80 | 18.132 | 742,57 | |||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 192.438 | 0,74 | 26.118 | 12,43 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 7.056 | 90,81 | 958 | 113,14 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 58.400 | 722,54 | 7.926 | 818,42 | |||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 74.831 | 0,87 | 10.156 | 12,58 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 848 | 115 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 10.077 | 8,31 | 1.368 | 20,87 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 18.538 | 2.516 | ||||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 4.220 | 2,73 | 573 | 14,63 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Call | 5.900 | 801 | |||||
| 2026-04-07 | 13F | Signaturefd, Llc | 306 | 393,55 | 42 | 485,71 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 825 | 400,00 | 23 | 10,00 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 2.600 | 353 | |||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 15.860 | 2.152 | ||||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 8.857 | 8,37 | 1.202 | 21,05 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1.387 | 37,06 | 0 | |||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 4.118 | 447,61 | 112 | 14,29 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2.324 | 31,90 | 315 | 47,20 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 10.399 | 1,04 | 1.411 | 12,79 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 20.270 | 2.751 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 2.268 | 308 | ||||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 95.588 | 0,30 | 12.973 | 11,94 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 53.867 | 0,25 | 7.311 | 11,88 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 18.157 | 2,74 | 2.464 | 14,66 | ||||
| 2026-04-22 | 13F | Vicus Capital | 6.044 | 0,42 | 820 | 12,18 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 40.774 | 7,98 | 5.534 | 20,49 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 3.370 | 457 | ||||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 10 | 1 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 14.747 | 1,42 | 2.001 | 13,18 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 3.023 | 0,27 | 410 | 12,02 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 18.857 | 23,27 | 2.559 | 37,58 | ||||
| 2026-05-05 | 13F | M3 Wealth Management, LLC | 2.983 | 405 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 7.169 | 0,25 | 973 | 11,85 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 2.828 | 2,99 | 384 | 15,02 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 11.703 | 15,53 | 1.588 | 29,00 | ||||
| 2026-04-22 | 13F | Lakeshore Capital Group, Inc. | 8.372 | 0,73 | 1.136 | 12,48 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 4.453 | 166,81 | 604 | 199,01 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 4.784 | 649 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 496 | 0,20 | 67 | 11,67 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 23.369 | 0,21 | 3.172 | 11,81 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 4.199 | 93,77 | 570 | 116,35 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 7.809 | 152,55 | 1.060 | 182,40 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3.390 | 151,86 | 460 | 182,21 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 1.585 | 215 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 24.494 | 3.324 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 2.698 | 0,82 | 366 | 12,62 | ||||
| 2026-05-07 | 13F | JSF Financial, LLC | 7.133 | 0,62 | 968 | 12,30 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 2.683 | 364 | ||||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 28.988 | 787 | ||||||
| 2026-05-12 | 13F | Tannin Capital LLC | 4.766 | 647 | ||||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 48.632 | 0,16 | 6.600 | 11,79 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 2.836 | 12,81 | 345 | 12,05 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 1.951 | 9,30 | 260 | 19,82 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 10.504 | 1.426 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 7.303 | 100,80 | 991 | 124,21 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 25.688 | 1,93 | 3.486 | 13,77 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 3.531 | 5,37 | 479 | 17,69 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 21.601 | 28,24 | 2.932 | 43,12 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.297.163 | 6,26 | 175.623 | 18,30 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5.025 | 19,93 | 682 | 33,79 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 3.901 | 0,39 | 529 | 12,08 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 228 | 0,44 | 31 | 11,11 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 7.208 | 19,87 | 978 | 33,79 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 197.250 | 8,17 | 26.771 | 20,72 | ||||
| 2026-04-29 | 13F | Invested Advisors | 12.220 | 0,42 | 1.658 | 12,10 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 3.940 | 1,89 | 535 | 13,62 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 16.604 | 3,41 | 2.205 | 6,83 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 2.512 | 0,56 | 341 | 12,21 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 13.115 | 11,92 | 1.780 | 24,84 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 2.835 | 379 | ||||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 1.244 | 729,33 | 169 | 833,33 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 90.250 | 0,47 | 12.249 | 12,13 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 108 | 15 | ||||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 8.125 | 58,26 | 1.103 | 76,60 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 10.441 | 400,05 | 284 | 2,91 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 10.338 | 100,15 | 1.403 | 123,41 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 38 | 5 | ||||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 99.322 | 0,07 | 13.480 | 11,67 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 2.290 | 33,37 | 311 | 49,04 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 114.530 | 4,55 | 15.544 | 16,69 | ||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 5.979 | 98,31 | 811 | 121,58 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 1.593 | 216 | ||||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 1.589 | 216 | ||||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 2.862 | 388 | ||||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 787 | 0,51 | 107 | 11,58 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 131 | 0,77 | 18 | 13,33 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 3.588 | 4,88 | 487 | 16,83 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 9.219 | 31,89 | 1.251 | 47,18 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 168.114 | 5,96 | 22.817 | 18,25 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 1.730 | 235 | ||||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 1.768 | 240 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 6.518 | 27,06 | 885 | 41,89 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 371 | 27,05 | 50 | 42,86 | ||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 97 | 1,04 | 13 | 18,18 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 1.557 | 211 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 183.596 | 6,00 | 25 | 14,29 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 1.607 | 0,63 | 214 | -1,83 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 30.900 | 48,87 | 3.758 | 47,89 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 16.785 | 58,05 | 2.278 | 76,45 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 358 | 0,28 | 49 | 11,63 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 5.606 | 4,84 | 761 | 16,92 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 3.046 | 0,56 | 413 | 12,23 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 1.425 | 193 | ||||||
| 2026-04-28 | 13F | Paller Financial Services Inc | 44.020 | 1,26 | 5.974 | 13,02 | ||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 53.463 | 2,35 | 7.256 | 14,23 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 48.863 | 0,49 | 6.632 | 12,14 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 3.775 | 512 | ||||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 34.675 | 1,99 | 4.706 | 13,84 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 2.635 | 19,94 | 358 | 33,71 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 18.945 | 9,68 | 2.571 | 22,43 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 2.818 | 0,14 | 382 | 11,70 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 414 | 0,73 | 56 | 12,00 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 18.195 | 64,91 | 2.469 | 84,12 | ||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 70.642 | 2,71 | 9.587 | 14,64 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 1.862 | 83,99 | 51 | -59,35 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 2.338 | 317 | ||||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 1.865 | 253 | ||||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 156 | 0,65 | 21 | 5,26 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 5.091 | 45,04 | 691 | 61,97 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 75.348 | 0,07 | 10.226 | 11,69 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 3.587 | 487 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 91.280 | 11,21 | 11.101 | 11,66 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 12.020 | 7,25 | 1.631 | 19,75 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 6.398 | 2,24 | 868 | 14,06 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 75 | 10 | ||||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 11.869 | 2,34 | 1.611 | 14,18 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 2.262 | 12,15 | ||||||
| 2026-04-23 | 13F | Embree Financial Group | 37.401 | 8,54 | 5.076 | 21,15 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 26.086 | 3,52 | 3.540 | 15,54 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 36.522 | 404,59 | 4.957 | 459,37 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 3.801 | 509 | ||||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 19.939 | 2.706 | ||||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 1.500 | 204 | ||||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 20.842 | 2,99 | 2.829 | 12,76 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 2.946 | 0,34 | 400 | 11,76 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 20.691 | 146,62 | 3 | 100,00 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.416 | 5,75 | 192 | 18,52 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 12.650 | 1,40 | 1.717 | 13,12 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 4.979 | 111,60 | 676 | 136,01 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 12.192 | 0,62 | 1.655 | 12,29 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 1.584 | 215 | ||||||
| 2026-05-04 | 13F | Glassman Wealth Services | 616 | 0,49 | 84 | 12,16 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 13.404 | 0,60 | 1.819 | 12,28 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 6.170 | 0,21 | 837 | 11,90 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 27 | 0,00 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 101.266 | 33,41 | 13.710 | 47,75 | ||||
| 2026-05-07 | 13F | Liberty Square Wealth Partners Llc | 16.788 | 0,06 | 2.279 | 11,67 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 9.371 | 13,34 | 1.272 | 11,59 | ||||
| 2026-05-21 | 13F/A | Kensington Asset Management, LLC | 23.739 | 5,74 | 3.222 | 17,38 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 24.501 | 3,32 | 3.325 | 15,33 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3.481.196 | 2,99 | 472.468 | 14,94 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 11.424 | 0,15 | 1.551 | 11,75 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 163.758 | 1,93 | 22.225 | 13,71 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 19.322 | 0,52 | 2.622 | 12,20 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 1.151 | 16.342,86 | 156 | |||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 5.298 | 13,40 | 719 | 26,58 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 2.096 | 0,96 | 255 | 0,00 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 6.649 | 1,48 | 902 | 13,32 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 18.483 | 0,61 | 2.509 | 12,26 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 458 | 62 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11.695 | 1.587 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 7.248 | 19,13 | 984 | 33,02 | ||||
| 2026-04-10 | 13F | Novem Group | 1.827 | 1,05 | 248 | 12,79 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 10.079 | 4,83 | 1.368 | 16,94 | ||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 235.382 | 2,91 | 31.944 | 14,84 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 9.160 | 1,51 | 1.243 | 13,31 | ||||
| 2026-05-05 | 13F | Midwestern Financial, LLC /IA | 1.883 | 0,64 | 256 | 12,33 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 2.736 | 0,59 | 371 | 12,42 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 73.235 | 9.939 | ||||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 15.060 | 380,69 | 404 | -5,83 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 2.745 | 35,56 | 373 | 51,22 | ||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 10.285 | 3,39 | 1.392 | 15,14 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 15.609 | 797,58 | 2.118 | 903,79 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 30.903 | 51,32 | 4.194 | 68,91 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 16 | 2 | ||||||
| 2026-05-13 | 13F | Cpwa, Llc | 13.556 | 367 | ||||||
| 2026-05-13 | 13F | Adviser Investments LLC | 1.571 | 213 | ||||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 3.635 | 0,14 | 493 | 11,79 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 650.163 | 20,18 | 88.240 | 34,12 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 110.051 | 4,96 | 14.936 | 17,14 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 9.636 | 0,01 | 1.308 | 11,61 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 2.500 | 339 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 190 | 26 | ||||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 102 | 14 | ||||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Put | 1.700 | 231 | |||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Call | 5.000 | 679 | |||||
| 2026-01-23 | 13F | Forefront Wealth Management Inc. | 8.013 | 9,71 | 974 | 8,95 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 9.222 | 0,01 | 1.252 | 11,60 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 5.414 | 28,84 | 735 | 43,92 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5.969 | 6,97 | 810 | 19,47 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 2.602 | 353 | ||||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 2.101 | 16,59 | 285 | 30,14 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 4.356 | 18,66 | 591 | 31,92 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 1.646 | 223 | ||||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 2.085 | 283 | ||||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 834 | 113 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 2.478 | 0,77 | 336 | 12,37 | ||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 37.776 | 0,22 | 5.127 | 7,69 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 3.080 | 0,23 | 418 | 12,06 | ||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 1.535 | 206 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 6.199 | 0,85 | 841 | 12,58 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 14.663 | 1.990 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 3.436 | 24,04 | 466 | 38,69 | ||||
| 2026-04-21 | 13F | Cfm Wealth Partners Llc | 4.709 | 59,79 | 639 | 78,49 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 89 | 12 | ||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 46.230 | 3,41 | 6.274 | 15,42 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 48.037 | 10,34 | 6.520 | 23,14 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 1.609 | 218 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 240.991 | 1,32 | 32.707 | 13,08 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 2.806 | 15,76 | 381 | 29,25 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 1.582 | 215 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 859.700 | 88,53 | 116.678 | 110,41 | |||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 60.491 | 9,72 | 8.104 | 20,88 | ||||
| 2026-05-13 | 13F | Avail Investment Partners, LLC | 13.428 | 2 | ||||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 359 | 49 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 24.888 | 0,00 | 3.378 | 11,64 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 67.061 | 12,33 | 8.155 | 11,56 | ||||
| 2026-04-13 | 13F | Rydar Equities, Inc. | 2.356 | 27,97 | 320 | 43,05 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 3.805 | 18,68 | 461 | 18,25 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 2.246 | 377,87 | 305 | 433,33 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 490 | 0,62 | 66 | 11,86 | ||||
| 2026-05-11 | 13F | Cornerstone Planning, LLC | 43.578 | 16,52 | 5.915 | 29,54 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 4.116 | 0,34 | 559 | 12,05 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 8.050 | 132,46 | 1.093 | 159,38 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 2.410 | 1,82 | 327 | 13,94 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 153.931 | 4,58 | 21 | 17,65 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 18.123 | 5,07 | 2.460 | 17,26 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 3.831 | 0,18 | 520 | 11,85 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 124 | 9,73 | 17 | 23,08 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 29.724 | 99,17 | 3.995 | 120,18 | ||||
| 2026-05-15 | 13F | Richwood Investment Advisors, LLC | 18.190 | 390,56 | 494 | -2,95 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 57.188 | 0,65 | 7.762 | 12,33 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 15.732 | 6,94 | 2.135 | 19,34 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 893.886 | 7,64 | 121 | 21,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 204.873 | 10,45 | 27.805 | 23,27 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 93.229 | 3,82 | 12.653 | 15,87 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 2.407 | 327 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 27.592 | 6,10 | 3.745 | 18,41 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 1.082 | 0,19 | 147 | 11,45 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 1.736 | 236 | ||||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 3.454 | 14,18 | 469 | 27,52 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 13.861 | 9,97 | 1.881 | 22,78 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 15.394 | 707,66 | 2.089 | 804,33 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 47.438 | 5,96 | 6.438 | 18,26 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 257.027 | 137,80 | 34.884 | 165,39 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 310.300 | 4,79 | 42.114 | 16,95 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 2.237 | 304 | ||||||
| 2026-05-13 | 13F | GSG Advisors LLC | 23.329 | 2,03 | 3.166 | 13,88 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 902.142 | 22,10 | 122.440 | 36,24 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 57.386 | 2,49 | 7.789 | 14,38 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 446 | 0,68 | 61 | 13,21 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 11.951 | 0,63 | 1.622 | 12,26 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 4.379 | 18,35 | 594 | 32,29 | ||||
| 2026-05-15 | 13F | Kentucky Farm Bureau Mutual Insurance Co | 0 | 0 | ||||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 323 | 44 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 2.991 | 406 | ||||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 3.185 | 3,07 | 432 | 15,20 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 17.002 | 1,94 | 2.308 | 13,20 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 17.166 | 26,85 | 2.330 | 41,58 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 9.734 | 0,16 | 1.321 | 11,85 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 90 | 12 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 1.551.933 | 6,22 | 210.628 | 18,54 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 457.400 | 596,19 | 62.078 | 677,04 | ||||
| 2026-05-07 | 13F | Bingham Private Wealth, Llc | 1.614 | 219 | ||||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 840 | 38,84 | 114 | 56,16 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 2.508 | 340 | ||||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 5.507 | 1,87 | 747 | 13,70 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 1.515 | 206 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 7.161 | 8,19 | 871 | 7,41 | ||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 4.915 | 98,03 | 667 | 121,59 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 3.235 | 1,25 | 0 | |||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 2.618 | 23,32 | 318 | 22,78 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 6.438 | 42,91 | 874 | 59,60 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 6.882 | 55,10 | 934 | 73,28 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 18.211 | 8,92 | 2.472 | 21,54 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 7.340 | 996 | ||||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 2.031 | 11,29 | 276 | 24,43 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 3.066 | 416 | ||||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 33.726 | 3,18 | 4.577 | 15,14 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 18.211 | 2.472 | ||||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 2.457 | 37,34 | 333 | 53,46 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 3.677 | 77,03 | 499 | 98,02 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 244.482 | 9,38 | 33.181 | 22,07 | ||||
| 2026-04-22 | 13F | Ridgecrest Wealth Partners, Llc | 19.277 | 13,92 | 2.616 | 27,18 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 2.734 | 0,59 | 371 | 12,42 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 3.542 | 5,73 | 481 | 17,94 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 46.611 | 1.199,44 | 6.326 | 1.350,92 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 1.771 | 240 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 72.616 | 351,54 | 1.971 | 0,82 | ||||
| 2026-05-14 | 13F | Prudential Plc | 157.000 | 21.308 | ||||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 55.730 | 2,03 | 7.564 | 13,87 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 180 | 24 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 11.219 | 11,51 | 1.523 | 24,45 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 1.530 | 208 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 35.482 | 2.881,68 | 4.816 | 3.243,75 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 175 | 24 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.190.571 | 32,58 | 161.584 | 47,96 | ||||
| 2026-05-11 | 13F | Commerce Bank | 1.649 | 224 | ||||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 1.732 | 4,59 | 235 | 16,92 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 17.875 | 1,10 | 2.426 | 12,79 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 31.917 | 12,20 | 4.332 | 25,21 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 47.030 | 6.301 | ||||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 435 | 59 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 51.928 | 4,29 | 7.048 | 16,38 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 156.153 | 2,30 | 21.193 | 14,18 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 109.626 | 8,26 | 14.878 | 20,83 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.282.003 | 2,43 | 173.992 | 14,32 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 8.492 | 6,36 | 1.137 | 17,11 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 13.106 | 5,70 | 1.594 | 4,94 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 5.543 | 16,04 | 752 | 29,66 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 16.892 | 6,24 | 2.293 | 18,57 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 6.842 | 929 | ||||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 3.454 | 3,48 | 0 | |||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 8.474 | 9,85 | 1.150 | 22,60 | ||||
| 2026-04-29 | 13F | Raelipskie Partnership | 16.660 | 3,19 | 2.261 | 15,18 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 7.317 | 1,53 | 993 | 13,36 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 167.959 | 5.060,03 | 22.795 | 5.670,89 | ||||
| 2026-04-29 | 13F | Arbor Trust Wealth Advisors, Llc | 1.488 | 202 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1.461 | 196 | ||||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 1.952 | 0,10 | 265 | 11,39 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 10.002 | 1.357 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 32.022 | 0,23 | 4.346 | 11,87 | ||||
| 2026-04-29 | 13F | Live Oak Investment Partners | 1.474 | 200 | ||||||
| 2026-04-21 | 13F | Claro Advisors LLC | 8.839 | 1,07 | 1.200 | 12,79 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 1.043 | 0,68 | 141 | 12,80 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 42.070 | 8,85 | 6 | 25,00 | ||||
| 2026-05-13 | 13F | Invst, LLC | 4.295 | 583 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 686.666 | 0,68 | 93.194 | 12,36 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 2.720 | 0,37 | 369 | 12,16 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 78.016 | 0,53 | 10.589 | 11,61 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 26.771 | 1.120,19 | 3.633 | 1.265,79 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 6.595 | 5,03 | 895 | 17,30 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 11.195 | 20,38 | 1.519 | 34,31 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 114.540 | 48,42 | 15.545 | 172.622,22 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1.062 | 5,57 | 144 | 18,03 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 28.737 | 2,64 | 3.900 | 14,57 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 42.841 | 15,19 | 5.814 | 28,57 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 3.691 | 0,38 | 501 | 11,86 | ||||
| 2026-05-14 | 13F | Lgl Partners, Llc | 2.516 | 341 | ||||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 156.369 | 2,40 | 21.013 | -1,17 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 4.612 | 6,02 | 626 | 18,37 | ||||
| 2026-05-15 | 13F | Brooks, Moore & Associates, Inc. | 4.294 | 2,38 | 583 | 14,12 | ||||
| 2026-05-15 | 13F | EFG International AG | 3.620 | 1.710,00 | 491 | 1.945,83 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 1.765 | 240 | ||||||
| 2026-04-28 | 13F | Berkshire Bank | 11.115 | 3,06 | 1.509 | 15,03 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.046.437 | 20,08 | 141.109 | 33,15 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 6.073 | 2,91 | 824 | 14,92 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 17.234 | 2.339 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 282.746 | 3,48 | 34.385 | 3,48 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 15 | 2 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 52.736 | 13,51 | 7.143 | 26,45 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 29.158 | 15,31 | 3.957 | 28,68 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 21.217 | 14,95 | 2.880 | 28,30 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 1.771 | 4,24 | 240 | 16,50 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 67.832 | 177,82 | 9.206 | 210,07 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 3.226 | 0,06 | 438 | 11,48 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 64.628 | 2.676,12 | 8.771 | 2.999,29 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 16.821 | 7,96 | 2.283 | 20,49 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 39.698 | 1,28 | 5.388 | 13,03 | ||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 127.138 | 3,06 | 17 | 13,33 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 7.081 | 174,03 | 961 | 205,73 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 9.170 | 0,64 | 1.245 | 12,27 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 580 | 400,00 | 16 | 7,14 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 5.746 | 4,68 | 770 | 15,29 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 4.047 | 549 | ||||||
| 2026-05-04 | 13F | AMG National Trust Bank | 28.790 | 37,44 | 3.907 | 53,40 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 662 | 12,97 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 139.033 | 1,40 | 18.869 | 13,16 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 7.790 | 12,39 | 1.043 | 21,30 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 4.557 | 0,89 | 618 | 12,57 | ||||
| 2026-04-22 | 13F | Sykon Capital Llc | 104.488 | 3.769,93 | 14.181 | 4.223,48 | ||||
| 2026-05-05 | 13F | PFG Advisors | 5.097 | 66,35 | 692 | 85,75 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 10.627 | 4,34 | 1.442 | 16,48 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 305 | 41 | ||||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 448 | 61 | ||||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 1.340 | 182 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1.964 | 6,74 | 263 | 17,94 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 58.458 | 14,35 | 7.934 | 27,62 | ||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 20.282 | 6,07 | 2.753 | 18,37 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 12.366 | 0,90 | 1.678 | 12,62 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 29.228 | 0,10 | 3.967 | 29,57 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 100.702 | 2,33 | 13.667 | 14,21 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 33.256 | 100,00 | 4.053 | 100,00 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 2 | 0 | ||||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 22.139 | 3.005 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 28.049 | 52,45 | 3.807 | 70,14 | ||||
| 2026-04-29 | 13F | Broussard Financial Group LLC | 37.827 | 0,22 | 5.134 | 11,83 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 63.898 | 11,02 | 8.672 | 23,90 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 10.505 | 1.426 | ||||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 1.910 | 0,63 | 259 | 12,61 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 633 | 86 | ||||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 1.488 | 202 | ||||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 36.844 | 4,45 | 5.000 | 16,58 | ||||
| 2026-05-11 | 13F | Jackson Wealth Management, LLC | 29.498 | 0,28 | 4.003 | 11,91 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 90.109 | 6,73 | 10.958 | 6,01 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 64.805 | 1,37 | 8.795 | 13,13 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 4.902 | 0,04 | 665 | 11,76 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 544 | 677,14 | 74 | 812,50 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 458.400 | 0,36 | 62.214 | 12,00 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 1.616 | 219 | ||||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 6.127 | 10,78 | 832 | 23,66 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 2.410 | 327 | ||||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 4.186 | 148,72 | 568 | 178,43 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 3.032 | 412 | ||||||
| 2026-05-14 | 13F | Twin Tree Management, LP | 14.162 | 1.922 | ||||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 25.773 | 2,94 | 3.498 | 14,88 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 31.337 | 843 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 26.831 | 6,58 | 4 | 0,00 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 4.679 | 4,19 | 634 | 15,93 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 5.948 | 3,05 | 807 | 15,12 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 10.351 | 1.405 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 33.644 | 27,04 | 4.566 | 41,80 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 33.822 | 22,51 | 4.590 | 36,73 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 20 | 3 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 31.764 | 553,31 | 862 | 45,85 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 6.926 | 940 | ||||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 2.372 | 0,30 | 322 | 11,85 | ||||
| 2026-04-08 | 13F | Pps&v Asset Management Consultants, Inc. | 5.802 | 9,08 | 788 | 21,83 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 6.604 | 3,59 | 896 | 15,61 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 36.976 | 11,36 | 1 | -75,00 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 14.051 | 4,33 | 1.907 | 16,49 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 1.968 | 17,99 | 267 | 32,18 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 53.509 | 9,11 | 7.262 | 21,76 |
