Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares Core MSCI Total International Stock ETF, omfatter Nearwater Capital Markets, Ltd, Capitolis Liquid Global Markets Llc, Dv Equities, Llc, Steel Peak Wealth Management LLC, Madson Wealth Advisors Inc, Baer Investment Advisory LLC, Keel Point, LLC, Intentional Wealth Strategies, LLC, Tiaa-cref Individual & Institutional Services, Llc, Gainplan LLC, Aznar Financial Advisors, LLC, Pacific Point Advisors, LLC, Leo H. Evart, Inc., Price T Rowe Associates Inc /md/, Lido Advisors, LLC, Platform Wealth Management, LLC, Naviter Wealth, LLC, Fisher Asset Management, LLC, Unique Wealth, Llc, og Global Assets Advisory, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 99.548 | 101,62 | 9.080 | 109,97 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 585 | 51 | ||||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 5.092 | 53,33 | 441 | 56,94 | ||||
| 2026-04-28 | 13F | Argonautica Private Wealth Management, Inc | 8.730 | 47,24 | 756 | 50,90 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 94.715 | 17,14 | 8.017 | 17,16 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 18.664 | 3,73 | 1.617 | 6,24 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 4.496.745 | 4,16 | 389.598 | 6,63 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 2.424 | 0,37 | 210 | 2,94 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 1.850 | 31,77 | 160 | 35,59 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 1.345 | 117 | ||||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 215 | 40,52 | 19 | 50,00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 47.034 | 8,15 | 4.075 | 10,73 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 15.546 | 4,98 | 1.347 | 7,42 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 30.704 | 0,00 | 2.599 | 2,49 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 4.639 | 3,30 | 402 | 5,53 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 72.590 | 1,00 | 6.289 | 3,39 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 5.732 | 531 | ||||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 3.240 | 7,46 | 281 | 9,80 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 3.900 | 10,39 | 338 | 12,71 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 26.115 | 4,54 | 2.263 | 7,00 | ||||
| 2026-05-27 | 13F | Alpine Woods Capital Investors, Llc | 8.000 | 693 | ||||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 5.627 | 91,92 | 488 | 96,37 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 184.470 | 4,26 | 15.982 | 6,72 | ||||
| 2026-05-15 | 13F | Fmr Llc | 145.188 | 11,99 | 12.579 | 14,65 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 19 | 2 | ||||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 13.095 | 1,38 | 1.212 | 10,80 | ||||
| 2026-05-04 | 13F | Tradewinds, LLC. | 4.575 | 426 | ||||||
| 2026-03-02 | 13F | Reflection Asset Management | 3.023 | 262 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 24.934 | 17,28 | 2.160 | 20,07 | ||||
| 2026-05-14 | 13F | Betterment LLC | 31.086 | 13,26 | 3 | 0,00 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 578 | 50 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 368.630 | 239,94 | 31.938 | 247,98 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 2.837 | 246 | ||||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 2.904 | 252 | ||||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 2.508 | 2,70 | 217 | 5,34 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 2.745 | 317,81 | 257 | 335,59 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 4.194 | 5,03 | 363 | 7,72 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 9.312 | 807 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 47.955 | 457,62 | 4.155 | 471,39 | ||||
| 2026-05-12 | 13F | Adventist Health System/ West | 552.898 | 62,26 | 47.903 | 66,10 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 56.507 | 4.896 | ||||||
| 2026-04-21 | 13F | Wealth Effects Llc | 8.590 | 8,27 | 744 | 10,88 | ||||
| 2026-01-29 | 13F | Comerica Bank | 75.212 | 1,71 | 6.366 | 4,24 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 16.000 | 384,85 | 1.386 | 396,77 | |||
| 2026-05-15 | 13F | Mars Jewett Financial Group, Inc. | 8.927 | 144,37 | 773 | 127,35 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2.503 | 217 | ||||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 210.797 | 3,45 | 18.263 | 5,90 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 92.552 | 230,13 | 8.019 | 238,03 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 5.419 | 5,84 | 470 | 8,31 | ||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 14.434 | 1,63 | 1.251 | 3,99 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 9.363 | 26,48 | 811 | 29,55 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 10.700 | 2,32 | 927 | 4,75 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.413.502 | 9,71 | 122.466 | 12,31 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 113.209 | 1,47 | 10 | 0,00 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 17.682 | 0,24 | 1.532 | 2,55 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 36.627 | 17,33 | 3.173 | 20,10 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 35.560 | 1,05 | 3.081 | 3,43 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 2.315 | 852 | 12,72 | |||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 15.506 | 14,01 | 1.343 | 13,14 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 3.312 | 2,76 | 287 | 5,15 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 3.654 | 4,04 | 317 | 6,40 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 34.741 | 25,19 | 3.010 | 28,15 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 334.140 | 11,23 | 28.950 | 13,86 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 1.163.580 | 0,73 | 100.813 | 3,11 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 61.732 | 6,05 | 5.348 | 8,57 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 17.738 | 2,48 | 1.537 | 4,92 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 6.056 | 35,21 | 525 | 38,26 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 1.575.292 | 5,96 | 136.611 | 8,57 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 3.807 | 17,83 | 0 | |||||
| 2026-05-06 | 13F | Patrick Mauro Investment Advisor, INC. | 199.360 | 8,77 | 17.273 | 11,34 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 76.556 | 133,86 | 6.633 | 139,42 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 136 | 12 | ||||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 55.376 | 2,28 | 4.800 | 4,76 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 11.806 | 13,03 | 1.023 | 15,61 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 11.144 | 2,37 | 966 | 4,78 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 735.451 | 4,21 | 63.719 | 6,67 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 823 | 1.369,64 | 71 | 1.675,00 | ||||
| 2026-05-12 | 13F | Tannin Capital LLC | 2.312 | 200 | ||||||
| 2026-05-11 | 13F | Seeds Investor Llc | 17.860 | 9,34 | 1.663 | 20,26 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 946.536 | 9,05 | 79.263 | 7,89 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 11.682 | 12,01 | 994 | 12,44 | ||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 29 | |||||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 10.224 | 0,50 | 886 | 2,79 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 3.875 | 336 | ||||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 3.965 | 344 | ||||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 126.426 | 49,08 | 10.954 | 52,61 | ||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 890 | 77 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 106.208 | 9.202 | ||||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 3 | 50,00 | 0 | |||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 7.613 | 0,17 | 660 | 2,49 | ||||
| 2026-05-01 | 13F | Luminvest Wealth Management LLC | 20.501 | 1,91 | 1.776 | 4,35 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 5.884 | 0,29 | 510 | 2,62 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 2.818 | 1,81 | 244 | 4,27 | ||||
| 2026-04-29 | 13F | Invested Advisors | 4.049 | 18,67 | 351 | 21,53 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 587.638 | 12,02 | 50.913 | 14,67 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 11.079 | 960 | ||||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 263.700 | 22.847 | ||||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 7.879 | 21,98 | 683 | 24,91 | ||||
| 2026-04-28 | 13F | Investment Advisory Services Group LLC | 73.523 | 93,59 | 6.370 | 98,20 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 234.427 | 0,21 | 20.311 | 2,58 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 706.982 | 18,60 | 61.253 | 21,41 | ||||
| 2026-04-16 | 13F | Bricktown Capital, LLC | 498.244 | 21,49 | 43.168 | 24,35 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 1.155 | 591,62 | 100 | 614,29 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 6.049.116 | 4,01 | 524.095 | 6,47 | ||||
| 2026-05-12 | 13F | ForthRight Wealth Management, LLC | 5.328 | 11,98 | 462 | 14,68 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 7.948 | 3,14 | 689 | 5,52 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 130.778 | 39,03 | 11.331 | 42,32 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 200 | 17 | ||||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 21.492 | 1.862 | ||||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 5.357.466 | 2,50 | 464.171 | 4,92 | ||||
| 2026-04-29 | 13F | Isthmus Partners, Llc | 26.263 | 2.275 | ||||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 85.328 | 9,06 | 7.393 | 11,63 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 8.763.373 | 6,61 | 759.259 | 9,13 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 51.518 | 16,15 | 4.464 | 18,89 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 21.933 | 26,64 | 1.900 | 29,69 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 63.758 | 176,75 | 5.524 | 183,38 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 79.884 | 80,11 | 6.921 | 83,68 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 243.903 | 2,63 | 21.132 | 5,05 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 19.658 | 1.703 | ||||||
| 2026-05-12 | 13F | Cooper/haims Advisors, Llc | 3.393 | 7,78 | 294 | 10,15 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 894.681 | 17,45 | 78 | 20,31 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 138.323 | 2,12 | 11.984 | 4,54 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 4.134 | 5,06 | 358 | 0,56 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 21.186 | 2,25 | 1.836 | 4,68 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 28.191 | 2.442 | ||||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 2.421 | 210 | ||||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 76.293 | 1,01 | 6.610 | 3,41 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 19.037 | 0,64 | 1.649 | 3,06 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 65.890 | 16,32 | 5.709 | 19,07 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 73 | 6 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 2.201 | 0,32 | 193 | 3,78 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 362.427 | 24,85 | 31.401 | 27,80 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 43.800 | 0,74 | 3.795 | 3,10 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 521.388 | 3,53 | 45.173 | 5,98 | ||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 39.301 | 3,54 | 3.405 | 6,01 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 3.722 | 8,26 | 322 | 11,03 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 48.372 | 4,34 | 4.191 | 6,83 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 3.532 | 306 | ||||||
| 2026-05-12 | 13F | Clark Wealth Partners | 56 | 5 | ||||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 12.366 | 182,20 | 1.071 | 189,46 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 5.496 | 476 | ||||||
| 2026-04-14 | 13F | Westend Capital Management LLC | 213 | 18 | ||||||
| 2026-05-29 | 13F | Keel Point, LLC | 26.454 | 2.292 | ||||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 1.743 | 198,46 | 151 | 208,16 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 33 | 0 | ||||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 3.708 | 19,92 | 321 | 22,99 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 34.873 | 242,26 | 3.021 | 250,46 | ||||
| 2026-05-05 | 13F | Prairieview Wealth Partners, Llc | 52.396 | 0,81 | 4.540 | 3,18 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 882.322 | 12,83 | 76.444 | 15,50 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 42.632 | 3.694 | ||||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 373.286 | 18,34 | 32.341 | 21,14 | ||||
| 2026-04-30 | 13F | Main Street Research LLC | 38.583 | 22,20 | 3.343 | 25,07 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 6.168 | 3,44 | 534 | 5,95 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 2.897.980 | 5,22 | 251.081 | 7,71 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 1.648 | 143 | ||||||
| 2026-04-16 | 13F | Forbes J M & Co Llp | 125.474 | 2,06 | 10.871 | 4,47 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 5.930 | 541 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 3.346 | 23,51 | 315 | 37,55 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 4.909 | 21,27 | 411 | 20,18 | ||||
| 2026-04-22 | 13F | Youngs Advisory Group, Inc. | 624.614 | 0,23 | 54.117 | 2,60 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 7.953 | 103,45 | 689 | 108,79 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 10.594 | 0,21 | 968 | 5,57 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 10.692 | 8,12 | 926 | 10,63 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 11.908 | 15,88 | 1.032 | 18,64 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 28 | 2 | ||||||
| 2026-05-04 | 13F | Wellington Shields Capital Management, LLC | 320 | 28 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 1.050.229 | 220,66 | 90.992 | 228,24 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 857 | 1,18 | 74 | 4,23 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 45.121 | 24,12 | 3.909 | 27,04 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 3.955 | 343 | ||||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 9.355 | 28,95 | 811 | 35,23 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 462.081 | 0,09 | 40.035 | 2,45 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 2.396 | 1,27 | 208 | 3,50 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 223.071 | 10,03 | 19.327 | 12,63 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 80.038 | 5.763,59 | 6.934 | 0,80 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 10.095 | 9,63 | 875 | 12,20 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 299 | 0,34 | 26 | 0,00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 25.231 | 67,08 | 2.186 | 71,05 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 3.983 | 7,27 | 345 | 9,87 | ||||
| 2026-05-13 | 13F | Cambridge Associates Llc /ma/ /adv | 30.460 | 11,78 | 2.639 | 14,44 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 8.355 | 0,88 | 724 | 3,29 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 965.085 | 25,45 | 83.632 | 28,41 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 28.654 | 8,17 | 2.483 | 10,70 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 62.373 | 13,21 | 5.404 | 15,87 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 42.525 | 2,36 | 3.684 | 4,78 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 60.776 | 2,11 | 5.266 | 4,53 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 12.359 | 40,63 | 1.071 | 44,01 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 38.102 | 1,78 | 3.301 | 4,20 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 3.169 | 1,73 | 268 | 4,28 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3.511 | 0,66 | 304 | 3,05 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 15.926 | 48,01 | 1.380 | 51,54 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 21.440 | 0,97 | 1.858 | 3,34 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.765 | 240 | ||||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 29.063 | 2.518 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 280 | 24 | ||||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 44.730 | 44,76 | 3.875 | 48,18 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 31.270 | 0,55 | 2.709 | 2,93 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 5.150 | 15,78 | 446 | 18,62 | ||||
| 2026-05-15 | 13F | Private Capital Management, LLC | 5.489 | 13,08 | 476 | 15,85 | ||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 5.428 | 470 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 23.363 | 9,54 | 2.024 | 12,13 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 129.453 | 1,90 | 11.216 | -1,26 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 3.648 | 12,38 | 309 | 14,93 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 53.957 | 3,88 | 4.675 | 6,32 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 307 | 27 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.673.737 | 6,26 | 145.013 | 8,77 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 5.416 | 1.119,82 | 454 | 1.124,32 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 7.073 | 2,21 | 613 | 4,62 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 15.918 | 398,22 | 1.379 | 410,74 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 32.449 | 1,85 | 2.811 | 4,27 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 123.818 | 7,87 | 10.728 | 10,42 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 14.198 | 6,93 | 1.230 | 9,53 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 82 | 182,76 | 7 | 250,00 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 7.095 | 615 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 28.020 | 104,03 | 2.428 | 108,86 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 119.138 | 109,28 | 10.322 | 114,24 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 128.885 | 2,88 | 11.167 | 5,30 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 2.312 | 200 | ||||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 9.161 | 1,14 | 794 | 3,52 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 3.337 | 289 | ||||||
| 2026-04-27 | 13F | GDS Wealth Management | 3.986 | 0,03 | 345 | 2,37 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 10.087 | 3,97 | 874 | 6,33 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 7.965 | 690 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 2.478 | 20,00 | 215 | 22,99 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 6.009 | 9,63 | 521 | 12,31 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 5.288 | 74,93 | 458 | 79,61 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 2.085 | 2,01 | 181 | 4,65 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 3.521 | 22,90 | 305 | 26,03 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 159 | 9,66 | 14 | 8,33 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 4.505 | 0,02 | 390 | 2,36 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 24.386 | 2.113 | ||||||
| 2026-05-11 | 13F | Haverford Trust Co | 32.490 | 1,12 | 2.815 | 3,49 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 91.239 | 18,89 | 7.905 | 21,69 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 319.489 | 1,03 | 27.042 | 3,55 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 6.777 | 2,88 | 587 | 5,39 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 14.592 | 7,86 | 1.264 | 126.300,00 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 20.744 | 82,33 | 1.797 | 86,80 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 24.323 | 5,41 | 2.107 | 7,89 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 11.028 | 1,42 | 955 | 3,80 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 92.477 | 3,00 | 8.012 | 5,43 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 3.300 | 286 | |||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 7.241.805 | 10.169,44 | 84 | -98,61 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 1.768.120 | 0,88 | 153.190 | 3,27 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 50 | 21,95 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 33.500 | 2.902 | |||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 3.132 | 271 | ||||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 224.161 | 51,44 | 19.421 | 55,02 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 42.297 | 77,94 | 3.665 | 82,20 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 431 | 46,60 | 37 | 54,17 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 24.152 | 4,09 | 2.092 | 6,57 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 13.234 | 7,05 | 1.147 | 9,56 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 162.053 | 3,45 | 13.716 | 6,03 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 2.641 | 229 | ||||||
| 2026-04-08 | 13F | Gainplan LLC | 17.255 | 1.495 | ||||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 399 | 35 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 20.654 | 1,12 | 1.789 | 3,53 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 1.805 | 13,17 | 156 | 15,56 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 40.937 | 2,50 | 3.547 | 4,91 | ||||
| 2026-05-13 | 13F | RFP Financial Group LLC | 2.616 | 227 | ||||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 189.515 | 449,13 | 3.170 | 8,49 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 5.056 | 18,99 | 438 | 22,01 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 21.829 | 2,49 | 1.891 | 4,94 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 6.069 | 6,51 | 526 | 8,92 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 2.540 | 220 | ||||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 4.383 | 380 | ||||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 3.670 | 8,74 | 318 | 11,23 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 56.405 | 0,48 | 4.886 | 2,82 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 39.585 | 55,81 | 3.430 | 59,49 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 7.791 | 0,74 | 675 | 3,06 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 1.130.660 | 0,22 | 97.960 | 2,58 | ||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 51.022 | 6,01 | 4.421 | 8,52 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 3.497 | 0,72 | 303 | 3,07 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 49.588 | 21,94 | 4.296 | 24,85 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 56.682 | 7,25 | 4.911 | 9,77 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 2.910 | 252 | ||||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 43.022 | 8,25 | 3.727 | 10,82 | ||||
| 2026-05-12 | 13F | Garrison Point Advisors, Llc | 31.177 | 4,58 | 2.701 | 7,06 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 74.143 | 1,32 | 6.423 | 3,71 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 223.143 | 11,94 | 19.333 | 14,59 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2.126.467 | 3,29 | 184.259 | 5,74 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 1.235 | 5,11 | 107 | 8,08 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 177.317 | 6.235,01 | 15.529 | 6.480,08 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 877 | 76 | ||||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 5.247 | 6,00 | 455 | 8,61 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 5.275 | 2,43 | 457 | 5,06 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 20.305 | 15,46 | 1.759 | 18,21 | ||||
| 2026-05-05 | 13F | Blue Water Asset Management | 3.675 | 0,03 | 318 | 2,58 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 26 | 2 | ||||||
| 2026-05-13 | 13F | Alliance Wealth Advisors, LLC | 20.036 | 5,19 | 1.736 | 7,63 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 176.932 | 60,56 | 15.329 | 64,37 | ||||
| 2026-05-15 | 13F | Nearwater Capital Markets, Ltd | 1.413.600 | 122.474 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 3.830 | 3,40 | 332 | 5,75 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 8.416 | 7,69 | 712 | 10,39 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 432.583 | 838,77 | 37.479 | 861,00 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 2.809 | 7,25 | 243 | 9,95 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 10.787 | 1,43 | 935 | 3,78 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 3.900 | 338 | ||||||
| 2026-04-15 | 13F | Snider Financial Group | 9.295 | 2,38 | 805 | 4,82 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2.464.044 | 20,21 | 213.485 | 23,06 | ||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 47.173 | 1,22 | 4.087 | 3,63 | ||||
| 2026-05-04 | 13F | Wellington Shields & Co., LLC | 1.750 | 152 | ||||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 2.358 | 194,75 | 207 | 202,94 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 7.768 | 0,95 | 673 | 3,38 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 47.276 | 6,52 | 4.096 | 9,05 | ||||
| 2026-04-27 | 13F | Jamison Private Wealth Management, Inc. | 17.845 | 4,53 | 1.546 | 7,06 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 2.592 | 225 | ||||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 11.765 | 4,53 | 1.019 | 7,04 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 2.410 | 209 | ||||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 41.854 | 0,72 | 3.626 | 3,10 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 13.325 | 9,99 | 1.154 | 12,59 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 40.289 | 5,98 | 3.491 | 8,49 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 2.849 | 7,55 | 247 | 9,82 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 99.117 | 4,15 | 8.588 | 6,60 | ||||
| 2026-05-13 | 13F | Marex Group plc | 5.370 | 1,05 | 465 | 3,56 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 76.115 | 7,12 | 6.595 | 9,64 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 217.851 | 568,77 | 18.875 | 584,58 | ||||
| 2026-02-19 | 13F | Aznar Financial Advisors, LLC | 16.002 | 1.354 | ||||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 13.606 | 42,50 | 1.139 | 40,97 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 4.891 | 0,60 | 414 | 2,99 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 14.416 | 12,51 | 1.249 | 15,22 | ||||
| 2026-05-12 | 13F | Creative Planning | 253.588 | 20,78 | 21.971 | 23,63 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 2.970 | 257 | ||||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 71.751 | 0,35 | 6.217 | 2,71 | ||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 2.121.117 | 2,59 | 183.774 | 5,02 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 265.292 | 10,37 | 22.985 | 12,98 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 119.863 | 1,74 | 10.385 | 4,14 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 270 | 23 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 2.734 | 9,23 | 237 | 11,85 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 19.029 | 81,52 | 1.649 | 85,79 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 3.995 | 13,17 | 346 | 16,11 | ||||
| 2026-04-16 | 13F | MontVue Capital Management, Inc. | 226.627 | 0,48 | 19.635 | 2,85 | ||||
| 2026-05-15 | 13F | Capitolis Liquid Global Markets Llc | 997.500 | 86.423 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 63.255 | 493,39 | 5.480 | 507,54 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 11.763.889 | 0,24 | 1.019.223 | 2,61 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 3.221 | 12,03 | 279 | 25,68 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 3.623 | 0,28 | 314 | 2,62 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 267.021 | 10,22 | 23.135 | 12,83 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 267.513 | 9,02 | 23.182 | 11,62 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 36.570 | 65,23 | 3.168 | 69,14 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 9.556 | 8,65 | 828 | 11,16 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 2.882 | 21,50 | 250 | 24,50 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 5.109 | 2,84 | 443 | 5,24 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 19.035 | 1.649 | ||||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 12.500 | 1 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 28.472 | 1,69 | 2.410 | 4,20 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 211.395 | 2,53 | 18.315 | 4,96 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 5.263 | 11,32 | 456 | 14,00 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 10.226 | 3,63 | 886 | 5,99 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 12.399 | 0,06 | 1.074 | 2,48 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 705 | 48,42 | 61 | 52,50 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 79 | 172,41 | 0 | |||||
| 2026-04-28 | 13F | Tide Cove Capital Partners LLC | 199.740 | 3.106,61 | 18.497 | 3.133,57 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 3.130 | 271 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 70.598 | 12.830,04 | 6.117 | 13.195,65 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 16.056 | 4,46 | 1.391 | 7,00 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 23.309 | 23,57 | 2.019 | 26,50 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 179.929 | 6,18 | 15.589 | 8,69 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 5.352 | 464 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 37.441 | 0,90 | 3.244 | 3,28 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 3.230 | 5,80 | 280 | 8,14 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 143.229 | 0,69 | 12.409 | 3,06 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 45.126 | 38,67 | 3.910 | 41,94 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 104.141 | 18,74 | 9.023 | 21,54 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 41.351 | 16,52 | 3.583 | 19,28 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 18.698 | 6,22 | 1.620 | 8,73 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 4.321 | 1,36 | 374 | 3,89 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 42.618 | 3,33 | 3.692 | 5,79 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 3.861 | 12,01 | 335 | 14,78 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 10.643 | 25,46 | 922 | 28,59 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 1.125 | 97 | ||||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 240.385 | 10.008,70 | 20.827 | 10.261,69 | ||||
| 2026-05-15 | 13F | Brasada Capital Management, Lp | 73.821 | 1.122,00 | 6.465 | 1.148,07 | ||||
| 2026-05-11 | 13F | CacheTech Inc. | 9.611 | 0,36 | 833 | 2,72 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 18.845 | 8,69 | 1.633 | 11,25 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 26.006 | 4,69 | 2.253 | 7,18 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 3.885 | 131,39 | 337 | 136,62 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 7.447 | 13,02 | 1 | |||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 1.734 | 26,75 | 150 | 30,43 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 8.074 | 700 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 5.900 | 9,26 | 511 | 11,82 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 3.016 | 0,77 | 255 | 3,24 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 3.105 | 30,46 | 269 | 33,83 | ||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 9.554 | 809 | ||||||
| 2026-04-10 | 13F | Wealth Group Ltd | 34.014 | 7,60 | 2.947 | 10,13 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 31.941 | 2,84 | 2.767 | 5,29 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 13.480 | 1.168 | ||||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 31.809 | 0,88 | 2.756 | 3,26 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 6.052 | 7,94 | 524 | 10,55 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 36.265 | 7,55 | 3.142 | 10,09 | ||||
| 2026-04-06 | 13F | Karras Company, Inc. | 6.662 | 3,90 | 577 | 6,46 | ||||
| 2026-05-14 | 13F | RPG Investment Advisory, LLC | 3.863 | 335 | ||||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 4.898 | 1,96 | 424 | 4,43 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 7.586 | 693 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 24.661.661 | 5,59 | 2.087.363 | 5,59 | ||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 33.500 | 40,24 | 3 | 0,00 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 24.633 | 1,55 | 2.134 | 3,95 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 959 | 83 | ||||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 21.323 | 1,42 | 1.847 | 3,82 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 6.516 | 2,21 | 565 | 4,64 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 4.451 | 2,02 | 386 | 4,34 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 138.261 | 2,23 | 11.979 | 4,65 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 208.217 | 3,53 | 18.040 | 5,98 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 906.913 | 12,65 | 76.658 | 12,50 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2.088.708 | 435,80 | 180.966 | 448,46 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 5.976 | 13,38 | 500 | 12,11 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 476.486 | 22,71 | 41.283 | 25,61 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 30.779 | 16,91 | 2.667 | 19,66 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 10 | 1 | ||||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 22.109 | 1,32 | 1.916 | 3,74 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 4.829 | 28,50 | 418 | 31,45 | ||||
| 2026-05-08 | 13F | STAR Financial Bank | 6.087 | 527 | ||||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 153.815 | 23,95 | 13.327 | 26,88 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 6.526 | 1,60 | 565 | 4,05 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 7.124 | 2,40 | 617 | 4,93 | ||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 36.453 | 10,83 | 3.158 | 13,47 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 13.057 | 1,46 | 1 | 0,00 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 28.020 | 4,67 | 2.428 | 7,15 | ||||
| 2026-04-13 | 13F | Catalyst Private Wealth, Llc | 99.570 | 0,41 | 8.627 | 2,79 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 49.643 | 3,45 | 4.301 | 5,91 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 76.794 | 9,33 | 6.653 | 11,91 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 13.262.708 | 33,79 | 1.149.081 | 36,95 | ||||
| 2026-04-17 | 13F | Sara-Bay Financial | 7.664 | 1,19 | 664 | 3,27 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 212.400 | 0,21 | 18.402 | 2,58 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 3.516 | 325 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.977.577 | 4,08 | 171.337 | 6,54 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 3.647 | 26,11 | 316 | 29,10 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 2.975.068 | 3,96 | 257.760 | 6,41 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 3.675 | 318 | ||||||
| 2026-05-04 | 13F | AMG National Trust Bank | 1.722.589 | 6,87 | 149.245 | 9,39 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 99.343 | 1,30 | 8.607 | 3,70 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 49.514 | 0,06 | 4.290 | 2,41 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 46.267 | 8,49 | 4.009 | 11,05 | ||||
| 2026-05-05 | 13F | PFG Advisors | 41.685 | 5,65 | 3.612 | 8,15 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 29.547 | 2,24 | 2.560 | 4,62 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 2.442 | 212 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 214.544 | 2,37 | 19 | 5,88 | ||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 2.331.612 | 14,10 | 202.011 | 16,80 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 28.433 | 3,60 | 2.463 | 6,07 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 3.404 | 4,87 | 295 | 9,70 | ||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 5.160 | 11,86 | 447 | 14,62 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 5.957 | 5,94 | 516 | 8,63 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 36 | 3 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 23.562 | 25,33 | 2.041 | 42,63 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 40.771 | 0,34 | 4 | 0,00 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 3.162 | 6,90 | 274 | 9,20 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 7.106 | 2,99 | 616 | 5,31 | ||||
| 2026-05-13 | 13F | Aviso Financial Inc. | 682.105 | 13,06 | 59.098 | 15,73 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 90.142 | 0,16 | 7.810 | 2,52 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 898 | 78 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 91.223 | 1,06 | 7.904 | 3,46 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 10.893.003 | 1,34 | 943.688 | 3,72 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 835.385 | 5,04 | 72.378 | 7,52 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 25 | 2 | ||||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 129.029 | 1,72 | 11.179 | 4,13 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 17.206 | 36,08 | 1.491 | 39,25 | ||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 332.809 | 3,29 | 28.835 | 5,73 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 18.161 | 43,38 | 1.574 | 46,74 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 44.883 | 261,46 | 3.889 | 270,29 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 99 | 9 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 399 | 35 | ||||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 59.787 | 6,73 | 5.180 | 9,24 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 10.489 | 0,40 | 909 | 2,71 | ||||
| 2026-05-11 | 13F | Mitchell Capital Management Co | 9.514 | 20,97 | 824 | 23,91 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 4.254 | 403 | ||||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 1.022.003 | 43,12 | 88.546 | 46,51 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 6.100 | 48,78 | 529 | 52,16 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 34.645 | 3,21 | 3.002 | 5,63 | ||||
| 2026-05-04 | 13F | Nwam Llc | 78.454 | 2,09 | 6.797 | -1,26 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 100.817 | 29,21 | 8.735 | 145.466,67 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 18.631 | 1,00 | 1.614 | 3,40 | ||||
| 2026-05-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 2.311 | 200 | ||||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 12.981 | 1.125 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 807 | 1,89 | 68 | 4,62 | ||||
| 2026-02-17 | 13F | Dv Equities, Llc | 100.000 | 8.464 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 71.098 | 52,35 | 6.160 | 55,92 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 229.382 | 10,33 | 19.874 | 12,93 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 6.099 | 528 | ||||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 258.460 | 7,71 | 22.393 | 10,25 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 23.764 | 0,19 | 2.059 | 2,54 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 11.574 | 175,51 | 1.003 | 177,56 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 6.715 | 582 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 3.170 | 4,17 | 275 | 6,61 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 44.548 | 3.860 | ||||||
| 2026-05-11 | 13F | Adams Wealth Management | 9.611 | 0,36 | 833 | 2,72 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 60.149 | 10,90 | 5 | 25,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 103.071 | 7,06 | 9.030 | 10,82 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 7.376 | 2,23 | 639 | 4,75 | ||||
| 2026-05-12 | 13F | Riggs Asset Managment Co. Inc. | 112.942 | 0,14 | 9.785 | 2,50 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 3.473 | 1,22 | 301 | 3,45 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 2.828 | 245 |
