Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares MBS ETF, omfatter TIAA Wealth Investment Management LLC, Tiaa-cref Individual & Institutional Services, Llc, Ferguson Wellman Capital Management, Inc, BlueSky Wealth Advisors, LLC, iA Global Asset Management Inc., Seeds Investor Llc, Cascade Financial Partners, LLC, Brucke Financial, Inc., Gts Financial, Llc, Resolute Wealth Advisor, Inc., Retirement Systems of Alabama, Laird Norton Trust Company, Llc, Sovereign Investment Advisors, LLC, Elevatus Welath Management, Madson Wealth Advisors Inc, Titleist Asset Management, Llc, Nixon Peabody Trust Co, LightSquare Wealth Management, LLC, Napier Financial, LLC, og Central Pacific Bank - Trust Division .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-29 | 13F | LiftPoint Family Wealth Advisors LLC | 2.381 | 1,71 | 226 | 1,80 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 23.942 | 3,64 | 2.273 | 3,37 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 333.020 | 4,56 | 31.620 | 4,27 | ||||
| 2026-04-08 | 13F | Presidio Capital Management, LLC | 9.248 | 10,79 | 878 | 10,58 | ||||
| 2026-05-14 | 13F | Betterment LLC | 61.327 | 7,44 | 6 | 0,00 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 24.146 | 547,87 | 2.293 | 547,46 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 2.444 | 232 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 561.646 | 163,13 | 53.278 | 161,92 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 748 | 71 | ||||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 20.356 | 35,28 | 1.933 | 34,92 | ||||
| 2026-05-13 | 13F | D L Carlson Investment Group Inc | 37.825 | 10,66 | 3.591 | 10,36 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 1.628.093 | 18,47 | 154.587 | 18,13 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 795.251 | 16,89 | 75.509 | 16,56 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 9.577 | 107,20 | 909 | 106,59 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 25.037 | 5,32 | 2.381 | 5,17 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 60.582 | 2,66 | 5.752 | 2,37 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2.026.264 | 2,26 | 192.394 | 1,97 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 3.180 | 302 | ||||||
| 2026-05-05 | 13F | Covestor Ltd | 442 | 0,91 | 0 | |||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 161 | 15 | ||||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 20.106 | 75,52 | 1.902 | 74,50 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 100.537 | 152,97 | 9.546 | 152,27 | ||||
| 2026-04-24 | 13F | Optas, LLC | 10.786 | 78,52 | 1.024 | 78,09 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 369 | 30,39 | 35 | 34,62 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 598 | 57 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 2.023.823 | 12,68 | 192.162 | 12,36 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 126.153 | 2,81 | 11.978 | 2,53 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 107 | 167,50 | 10 | 233,33 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 73.404 | 81,18 | 6.945 | 79,15 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1.867 | 0,65 | 178 | 0,57 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 50.940 | 8,56 | 4.837 | 8,26 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 59.368 | 54,08 | 5.637 | 53,65 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 3.927 | 1,19 | 373 | 0,81 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 30.612 | 6,28 | 2.907 | 5,98 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 2.200 | 209 | ||||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 20.820 | 3,56 | 1.977 | 3,24 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 80.927 | 7.684 | ||||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 22.210 | 1,13 | 2.109 | 0,81 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 237 | 0,42 | 22 | 0,00 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 1.583 | 36,23 | 150 | 36,36 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 361.078 | 6,91 | 34.284 | 6,61 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1.448 | 4,93 | 138 | 4,58 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 22.687 | 12,89 | 2.154 | 12,60 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 32.963 | 23,74 | 3.130 | 23,00 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 25.033 | 22,54 | 2.377 | 22,16 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 26.930 | 1,83 | 2.557 | 1,55 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 393.454 | 3,86 | 37.358 | 3,57 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 35.496 | 0,97 | 3.368 | 0,81 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 7.308 | 31,32 | 694 | 6,94 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 89.008 | 8.451 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 44.766 | 4,47 | 4.251 | 4,17 | ||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 39.262 | 3.728 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 214.833 | 42,27 | 20.398 | 41,87 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 4.778 | 19,00 | 455 | 18,85 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 256.676 | 1,58 | 24.371 | 1,30 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 37.199 | 120,77 | 3.532 | 120,20 | ||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 134.513 | 5,89 | 12.772 | 5,60 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 23.657 | 5,39 | 2.246 | 5,10 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 16.809 | 4,40 | 1.601 | 4,51 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 6.232 | 20,82 | 592 | 20,37 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 4.919 | 26,97 | 467 | 26,90 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 37.143.199 | 5,85 | 3.518.204 | 5,29 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 14.072.269 | 1.333.761 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 14.066 | 29,33 | 1.336 | 28,99 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 13.551 | 19.742 | 13,08 | |||||
| 2026-05-14 | 13F | Tcw Group Inc | 205.827 | 1,66 | 19.543 | 1,37 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 34.274 | 2,56 | 3.254 | 2,26 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 5.669 | 7,16 | 538 | 6,32 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 27.001 | 3,43 | 2.564 | 3,14 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 18.816 | 369,46 | 1.775 | 364,40 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 10.792.188 | 9,54 | 1.024.718 | 9,23 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 38.726 | 29,67 | 3.652 | 27,83 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 163 | 3,82 | 15 | 7,14 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 8.839 | 3,01 | 839 | 2,69 | ||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 34.962 | 67,65 | 3.320 | 67,20 | ||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 4.282 | 7,24 | 407 | 6,84 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 32.423 | 5,52 | 3.079 | 5,23 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 14.791 | 22,62 | 1.399 | 21,86 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 1.422.567 | 4,93 | 135.206 | 4,74 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 57.168 | 1,74 | 5.428 | 1,46 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 25.579 | 9,05 | 2.429 | 8,73 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 8.952 | 850 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 3.569 | 339 | ||||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 485.919 | 4,10 | 46.138 | 3,80 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 13.670 | 0,03 | 1.302 | 0,08 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 10.287 | 2,31 | 977 | 1,99 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 51.485 | 25,52 | 4.902 | 25,63 | ||||
| 2026-04-24 | 13F | Heritage Oak Wealth Advisors Llc | 4.237 | 22,35 | 402 | 22,19 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 2.623 | 14,64 | 249 | 14,75 | ||||
| 2026-05-15 | 13F | Harris Associates L P | 28 | 3 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 27.984.290 | 0,29 | 2.657.108 | 0,01 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 877.630 | 3,11 | 83.331 | 2,81 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 106.025 | 493,11 | 10.067 | 491,48 | ||||
| 2026-04-23 | 13F | iA Global Asset Management Inc. | 135.000 | 13 | ||||||
| 2026-01-26 | 13F | Pursuit Wealth Management LLC | 3.874 | 369 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 356.352 | 1,34 | 33.836 | 1,05 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 26.466 | 17,73 | 2.513 | 17,38 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 11.821 | 8,31 | 1.122 | 7,99 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 21.334 | 15,69 | 2.031 | 15,79 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 865 | 82 | ||||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 9.972 | 52,90 | 947 | 52,33 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 289.131 | 703,50 | 27.453 | 701,31 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 21 | 0,00 | ||||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 48.799 | 131,57 | 4.633 | 130,96 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 473 | 240,29 | 45 | 238,46 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 33.935 | 3.222 | ||||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 312.138 | 17,86 | 30 | 16,00 | ||||
| 2026-04-27 | 13F | Citizens & Northern Corp | 36.655 | 3,69 | 3.480 | 3,42 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 235.771 | 46,82 | 22.386 | 46,41 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 112.190 | 5,51 | 10.652 | 5,22 | ||||
| 2026-04-27 | 13F | Boyd Watterson Asset Management Llc/oh | 11.616 | 6,02 | 1.103 | 5,66 | ||||
| 2026-05-01 | 13F | Riverview Trust Co | 32 | 3 | ||||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 1.154.212 | 13,92 | 109.592 | 13,33 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 7.962 | 30,93 | 756 | 30,40 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 3.415 | 324 | ||||||
| 2026-05-08 | 13F | Glenview Trust Co | 2.263 | 215 | ||||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 5.456 | 5,04 | 518 | 4,86 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 294 | 28 | ||||||
| 2026-04-07 | 13F | Eastern Bank | 334 | 55,35 | 32 | 55,00 | ||||
| 2026-04-13 | 13F | Invariant Investment Management | 19.277 | 6,48 | 1.834 | 5,77 | ||||
| 2026-04-14 | 13F | Joule Financial, LLC | 4.189 | 398 | ||||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 71.414 | 15,29 | 6.781 | 14,95 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 4.111 | 93,10 | 390 | 93,07 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 113.393 | 10.825 | ||||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 30.726 | 10,12 | 2.917 | 9,83 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 13.431 | 1,02 | 1.279 | 1,03 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 2.281 | 0,75 | 217 | 0,47 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 41.695 | 8,70 | 3.959 | 8,38 | ||||
| 2026-05-04 | 13F | Hillsdale Investment Management Inc. | 3.430 | 41,15 | 326 | 40,69 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 43.228 | 28,84 | 4.104 | 28,49 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 14.608 | 49,27 | 1.387 | 48,98 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 2.957 | 1,65 | 281 | 1,45 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 42.806 | 13,28 | 4.064 | 12,95 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 157.865 | 1,94 | 15.032 | 2,01 | ||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 18.193 | 1.727 | ||||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 14.141 | 14,38 | 1.343 | 14,02 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 43.653 | 3,12 | 4.145 | 2,80 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 590.739 | 3,22 | 56.091 | 2,93 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 38.335 | 12,17 | 3.640 | 11,83 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 3.768 | 358 | ||||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 1.736 | 1.450,00 | 95 | 850,00 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 164.662 | 6,42 | 15.635 | 6,12 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 14.782 | 31,95 | 1.404 | 31,61 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 3.106.470 | 3,54 | 294.959 | 3,24 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 2.781 | 35,00 | 264 | 34,69 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 54.658 | 20,62 | 5.158 | 19,54 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 96.332 | 285,61 | 9.147 | 284,61 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 391.343 | 16,18 | 37.158 | 15,85 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 32.296 | 5,05 | 3.066 | 4,75 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 612.593 | 58,60 | 57.610 | 56,61 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 8.705 | 7,23 | 827 | 6,99 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 49.105 | 5,25 | 4.662 | 4,95 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.537.894 | 8,20 | 146.023 | 7,89 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 2.940 | 279 | ||||||
| 2026-04-28 | 13F | Cobblestone Asset Management LLC | 63.835 | 4,50 | 6.061 | 4,21 | ||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 371.556 | 27,09 | 35.279 | 26,73 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 3.811 | 7,14 | 362 | 6,80 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 659 | 63 | ||||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 17.131 | 3,65 | 1.627 | 3,37 | ||||
| 2026-05-06 | 13F | Eq Llc | 2.783 | 3,46 | 264 | 3,13 | ||||
| 2026-05-15 | 13F | Stansberry Asset Management, Llc | 195.885 | 28,39 | 18.599 | 28,03 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 2.887 | 274 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 77 | 7 | ||||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 362 | 0,28 | 34 | 0,00 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 2.198 | 209 | ||||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 3.566 | 339 | ||||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 2.620 | 9,03 | 249 | 8,77 | ||||
| 2026-04-27 | 13F | Nixon Peabody Trust Co | 9.507 | 903 | ||||||
| 2026-04-30 | 13F | Range Financial Group LLC | 36.981 | 6,73 | 3.511 | 6,43 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 21.950 | 10,60 | 2.084 | 10,32 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 24.158 | 692,59 | 2.294 | 690,69 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 5.647 | 28,81 | 536 | 28,54 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 3.217 | 0,85 | 305 | 0,66 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 183.317 | 5,34 | 17.406 | 5,03 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 20.540 | 4,74 | 1.950 | 4,45 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 31.296 | 1,89 | 2.972 | 1,61 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 2.586 | 30,28 | 246 | 30,32 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 229.499 | 17,32 | 21.791 | 16,99 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 2.532 | 240 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 48.651 | 9,11 | 4.619 | 8,81 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 7.859 | 13,16 | 746 | 12,86 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 2.494 | 34,88 | 237 | 34,09 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 15.447 | 1,33 | 1.467 | 1,03 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 6.914 | 33,91 | 656 | 32,79 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 545 | 220,59 | 52 | 218,75 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 62.562 | 5,31 | 5.940 | 5,02 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 122.235 | 12 | ||||||
| 2026-02-17 | 13F | Capitolis Liquid Global Markets LLC | 40.500 | 3.856 | ||||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 70.446 | 2,33 | 6.689 | 2,03 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 97.714 | 9.278 | ||||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 83.770 | 7,96 | 7.954 | 7,66 | ||||
| 2026-01-30 | 13F | First Citizens Investor Services, Inc. | 3.543 | 17,12 | 337 | 17,42 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 4.103 | 390 | ||||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 613.305 | 1,30 | 58.233 | 1,01 | ||||
| 2026-05-21 | 13F | BankChampaign, National Association | 830 | 60,23 | 79 | 3.800,00 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 3.351 | 23,11 | 318 | 22,78 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 23.625 | 39,55 | 2.243 | 39,23 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 1.174 | 0,69 | 111 | 0,00 | ||||
| 2026-05-05 | 13F | Westover Capital Advisors, LLC | 119.668 | 0,69 | 11.362 | 0,41 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 288.589 | 59,52 | 27.401 | 59,07 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 2.133 | 203 | ||||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 627 | 60 | ||||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 889 | 763,11 | 84 | 833,33 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 2.879 | 273 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 19.297 | 145,23 | 1.832 | 144,59 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 9.938 | 178,45 | 937 | 176,11 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 8.588 | 815 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 13.381 | 12,87 | 1.271 | 12,59 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 457.560 | 12,02 | 43 | 13,16 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 2.403 | 3,80 | 228 | 3,64 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 512.270 | 3,09 | 48.694 | 2,79 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 7.716 | 16,75 | 733 | 16,38 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 3.715 | 5,69 | 353 | 5,39 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 5.692 | 16,52 | 540 | 16,13 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 62.261 | 4,33 | 5.912 | 4,03 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 2.223 | 211 | ||||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 2.336 | 222 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 251 | 0,40 | 24 | 0,00 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 121.088 | 2,00 | 11.497 | 1,72 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 239.721 | 4,52 | 22.761 | 4,22 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 26.932 | 2.557 | ||||||
| 2026-04-17 | 13F | First Citizens Asset Management, Inc. | 4.545 | 6,67 | 432 | 6,42 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 236.182 | 4,06 | 22.451 | 3,84 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 10.532 | 1.000 | ||||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 148.287 | 3,77 | 14.120 | 3,85 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 150.076 | 11,46 | 14.250 | 11,15 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 63.898 | 4,86 | 6.067 | 4,59 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 97.805 | 3,94 | 9.264 | 3,15 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 190.554 | 8,44 | 18.093 | 8,13 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 27.458 | 3,02 | 2.607 | 2,76 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 9.084 | 0,70 | 863 | 0,35 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3.587 | 0,82 | 341 | 0,59 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 55.051 | 6,87 | 5.227 | 6,56 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 10.791 | 170,52 | 1.025 | 170,18 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 147.860 | 1,76 | 14.039 | 1,47 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 53.678 | 5,51 | 5.097 | 5,20 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 156 | 15 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 2.700 | 82,19 | 256 | 81,56 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 7.254 | 14,52 | 689 | 14,10 | ||||
| 2026-04-10 | 13F | Jacobson & Schmitt Advisors, Llc | 249.332 | 8,85 | 23.674 | 8,55 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 674.586 | 8.982,89 | 64.052 | 8.959,55 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 3.748 | 13,96 | 358 | 14,38 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 22.699 | 4,11 | 2.155 | 3,81 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 5.678 | 3,27 | 539 | 3,06 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 3.035 | 35,31 | 287 | 34,74 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 156.532 | 35,52 | 14.863 | 35,13 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 7.841 | 1,14 | 745 | 0,81 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 29.259 | 1,05 | 2.778 | 0,80 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 3.114 | 15,98 | 296 | 15,69 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 5.922 | 10,44 | 562 | 10,20 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 9.858 | 146,57 | 936 | 146,32 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 49.717 | 4,02 | 4.721 | 3,71 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 323.110 | 2,20 | 30.679 | 1,91 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 5.679 | 6,71 | 539 | 5,70 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 14.754 | 23,84 | 1.401 | 23,46 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 4.299.327 | 197,87 | 408.221 | 197,03 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 1.077 | 61,23 | 102 | 61,90 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 175.119 | 18,16 | 16.628 | 17,83 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 253.453 | 7,04 | 24.134 | 7,12 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 18.423 | 19,70 | 1.749 | 19,39 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 13.510 | 14,19 | 1.283 | 13,85 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 169 | 1,20 | 16 | 6,67 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 53.297 | 110,97 | 5.061 | 110,40 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 26.757 | 5,73 | 2.541 | 5,44 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 63.390 | 15,60 | 6.019 | 15,27 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 50.228 | 106,73 | 4.769 | 106,18 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 2.631 | 2,53 | 250 | 2,05 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 88.518 | 9,38 | 8.405 | 9,07 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 75.386 | 9,78 | 7.158 | 9,47 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 36.992 | 3.512 | ||||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 118.179 | 6,99 | 11.192 | 6,42 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 1.831 | 60,19 | 174 | 60,19 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 145.744 | 16,16 | 13.838 | 15,83 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 13.067 | 27,35 | 1.241 | 26,92 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 68.112 | 4,83 | 6.467 | 4,54 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 46.738 | 1,20 | 4.438 | 0,91 | ||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 4.976 | 3,77 | 472 | 3,51 | ||||
| 2026-04-17 | 13F | Blankinship & Foster, LLC | 82.527 | 1,01 | 7.836 | 0,72 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 228.920 | 4,93 | 21.736 | 4,63 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 2.700 | 2,78 | 256 | 2,40 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 203.790 | 4,31 | 19.350 | 4,01 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 34.444 | 0,50 | 3.277 | 0,52 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 204.183 | 3,88 | 19.387 | 3,59 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 17.851 | 1.695 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 241.542 | 23,07 | 23.000 | 23,17 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 40 | 4 | ||||||
| 2026-04-13 | 13F | Hm Payson & Co | 310 | 64,89 | 29 | 70,59 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 130.819 | 11,75 | 12.456 | 11,75 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 886.160 | 5,90 | 84.141 | 5,60 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 6.435 | 3,01 | 611 | 2,86 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 17.200 | 126,32 | 1.633 | 125,86 | |||
| 2026-04-28 | 13F | Golden State Equity Partners | 28.680 | 937,25 | 2.723 | 935,36 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 8.979 | 853 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 512 | 255,56 | 49 | 269,23 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 13.386 | 1.271 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 9.944 | 1,22 | 944 | 0,96 | ||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 7.900 | 3,38 | 750 | 3,16 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 709.796 | 9,72 | 67.395 | 9,41 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.115 | 15,07 | 106 | 15,22 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 5.791 | 0,47 | 550 | 0,18 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 24.266 | 2.304 | ||||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 138.932 | 7,37 | 13.192 | 7,07 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 3.358 | 0,54 | 319 | 0,00 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 16.214 | 8,12 | 1.540 | 7,85 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 18.890 | 2,83 | 1.794 | 2,52 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 12.760 | 33,77 | 1.208 | 32,93 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 135.925 | 0,22 | 12.906 | -0,06 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 8.348 | 3,83 | 793 | 3,53 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 11.712 | 7,42 | 1.112 | 7,13 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 66.871 | 6,09 | 6.349 | 5,78 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 16.510 | 1.568 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 315.815 | 2,40 | 29.987 | 2,10 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 6.031 | 77,96 | 570 | 76,71 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 35.932 | 1,12 | 3.412 | 0,83 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 225.629 | 5,65 | 21.424 | 5,35 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 16.520 | 9,53 | 1.569 | 9,19 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 35.490 | 9,26 | 3.370 | 8,96 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 5.074 | 3,98 | 482 | 3,66 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 209.835 | 11,53 | 19.924 | 11,21 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 35.004 | 1,99 | 3.324 | 1,68 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 466 | 0,65 | 44 | 0,00 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 42.357 | 13,25 | 4.022 | 12,92 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 7.849 | 8,77 | 745 | 8,44 | ||||
| 2026-04-30 | 13F | Resona Asset Management Co.,Ltd. | 128.832 | 97,80 | 12.233 | 97,23 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 19.542 | 29,58 | 1.856 | 29,18 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 14.744 | 296,66 | 1.400 | 296,32 | ||||
| 2026-05-07 | 13F | Chesapeake Capital Corp /il/ | 20.106 | 75,77 | 1.909 | 75,30 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 9.266 | 22,18 | 880 | 21,75 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 114.489 | 1,44 | 10.871 | 1,15 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 631.850 | 5,73 | 59.994 | 5,44 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 2.169 | 206 | ||||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 22.251 | 20,33 | 2.113 | 20,00 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 13.542 | 14,70 | 1.286 | 14,32 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 15.358 | 12,61 | 1.458 | 12,33 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 127.443 | 0,97 | 12.101 | 0,68 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 2.320 | 220 | ||||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 48.787 | 2,66 | 4.632 | 2,36 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 28 | 3 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 55.623 | 27,51 | 5.281 | 27,16 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 27.410 | 15,60 | 2.603 | 15,29 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 804.256 | 8,22 | 76.364 | 7,91 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 500.518 | 11,36 | 47.524 | 11,04 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 5.314 | 42,96 | 505 | 42,78 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 1.778.596 | 8,73 | 168.878 | 8,42 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 3.040 | 8,15 | 289 | 7,87 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 11.135 | 9,08 | 1.057 | 8,74 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 36.707 | 0,56 | 3.485 | 0,29 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 3.088 | 0,23 | 293 | 0,00 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 20.761 | 7,26 | 1.971 | 6,95 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 18.968 | 1.801 | ||||||
| 2026-05-14 | 13F | Blalock Williams, Llc | 4.666 | 24,29 | 443 | 24,09 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 70 | 125,81 | 7 | 200,00 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 166.806 | 97,96 | 15.838 | 97,41 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 103.238 | 6,50 | 9.802 | 6,21 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 295.435 | 0,65 | 28.052 | 0,36 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 262.949 | 3.152,31 | 24.927 | 3.141,48 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 232.819 | 99,73 | 22.106 | 99,17 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 137.156 | 5,22 | 12.976 | 4,55 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1.927.060 | 0,89 | 182.974 | 100.990,61 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 988 | 94 | ||||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 131 | 12 | ||||||
| 2026-04-22 | 13F | Quattro Financial Advisors Llc | 71.594 | 2,42 | 6.798 | 2,12 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 210.498 | 148,22 | 19.987 | 147,54 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 221.906 | 2,42 | 21.070 | 2,13 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 44.638 | 7,26 | 4.238 | 6,97 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 2.588 | 0,39 | 246 | 0,00 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 966 | 16,67 | 92 | 16,67 | ||||
| 2026-05-04 | 13F | Northland Securities, Inc. | 3.055 | 26,08 | 290 | 26,09 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 60.402 | 16,91 | 5.735 | 16,59 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 233.967 | 7,12 | 22.215 | 6,81 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 11.771 | 7,49 | 1.115 | 6,91 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 18.729 | 8,61 | 1.778 | 8,35 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 8.920 | 14,59 | 847 | 13,71 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 9.279 | 1.403,89 | 878 | 1.413,79 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 4.105 | 62,90 | 390 | 62,76 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 54 | 5 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 59.810 | 75,43 | 5.695 | 75,61 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 11.140 | 1,02 | 1 | 0,00 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 14.573 | 0,08 | 1.384 | -0,22 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 7.673 | 1,98 | 729 | 1,68 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 19.121 | 33,56 | 1.816 | 33,16 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 2.610 | 248 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 14.273 | 95,33 | 1.355 | 94,96 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 12.143 | 1,33 | 1.153 | 0,96 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 1.760.337 | 20,81 | 167.144 | 20,47 | ||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 2.134 | 203 | ||||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 4.701 | 1,42 | 446 | 1,13 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 24.633 | 8,89 | 2.339 | 8,54 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1.460.265 | 8,26 | 139 | 7,81 | ||||
| 2026-05-13 | 13F | Capital International Investors | 299.894 | 1,81 | 28.475 | 1,52 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 0 | 0 | ||||||
| 2026-04-16 | 13F | First Community Trust Na | 337 | 32 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 4.227 | 401 | ||||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 2.316 | 220 | ||||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 25.782 | 137,21 | 2.448 | 136,65 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 83.684 | 7,13 | 7.946 | 6,83 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 5.137 | 7,49 | 488 | 7,03 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 117.929 | 3,01 | 11 | 10,00 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 55.573 | 2,46 | 5.277 | 2,17 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 99 | 9 | ||||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 5 | 0 | ||||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 26.190 | 2.487 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 3.395 | 146,01 | 322 | 145,80 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 69.202 | 7,24 | 6.571 | 6,93 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 3.790 | 3,47 | 360 | 3,16 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 384.249 | 72,72 | 36.484 | 72,23 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 3.330.589 | 1,18 | 316.239 | 0,89 | ||||
| 2026-05-15 | 13F | Compass Wealth Management, LLC/GA | 144.011 | 2,85 | 13.674 | 2,56 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 2.297 | 218 | ||||||
| 2026-05-19 | 13F | Gts Financial, Llc | 35.156 | 3.297 | ||||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 6.514 | 4,49 | 619 | 4,22 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 36.549 | 12,12 | 3.470 | 11,83 | ||||
| 2025-12-16 | 13F | Lindenwold Advisors | 70.870 | 4,55 | 6.743 | 5,96 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 10.417 | 21,30 | 989 | 21,05 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 45.992 | 6,09 | 4.367 | 5,77 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 28.904.219 | 10,92 | 2.744.456 | 10,61 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 61.601 | 2,64 | 5.849 | 2,34 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 1.648.703 | 16.486.930,00 | 156.546 | 15.654.500,00 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 316.041 | 17.959,49 | 30.008 | 17.977,11 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 3.425.563 | 18,80 | 325.257 | 18,46 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 9.465 | 5,46 | 899 | 5,15 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 140.897 | 4,11 | 13.378 | 3,82 | ||||
| 2026-05-14 | 13F | Acorns Advisers, LLC | 276.788 | 0,00 | 26 | 0,00 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 2.158 | 0,89 | 205 | 0,49 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 5.298 | 503 | ||||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 7.918 | 5,26 | 752 | 4,89 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 24 | 2 | ||||||
| 2026-04-21 | 13F | SWS Partners | 8.467 | 5,34 | 804 | 4,97 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 6.133 | 9,77 | 582 | 9,60 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 176.215 | 145,63 | 16.732 | 144,93 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 8.358 | 19,74 | 795 | 19,73 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 32.108 | 20,54 | 3.049 | 20,19 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 7.586 | 11,13 | 720 | 10,94 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 4.553 | 38,68 | 432 | 38,46 | ||||
| 2026-05-11 | 13F | Commerce Bank | 32.875 | 82,09 | 3.121 | 81,56 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 402 | 4,15 | 38 | 5,56 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 14.572 | 1,12 | 1.384 | 0,80 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 67 | 45,65 | 6 | 50,00 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1.912.114 | 79,61 | 181.555 | 79,10 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 171.874 | 11.584,16 | 16.320 | 11.556,43 | ||||
| 2026-05-11 | 13F | Knights of Columbus Asset Advisors LLC | 57.099 | 30,57 | 5.422 | 30,22 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 122.724 | 13,99 | 11.653 | 13,67 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 3.777 | 2,39 | 359 | 1,99 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 76 | 7 | ||||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 24.694 | 8,45 | 2.345 | 8,12 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 116.903 | 2,53 | 11.132 | 2,61 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 6.043 | 0,88 | 574 | 0,53 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 5.057 | 0 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 70.720 | 4,69 | 6.715 | 4,40 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 123 | 12 | ||||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 2.357 | 224 | ||||||
| 2026-05-15 | 13F | Ascent Group, LLC | 277.250 | 7,45 | 26.325 | 7,14 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 12.597 | 33,98 | 1.196 | 33,63 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 1.142.458 | 0,22 | 108.282 | -0,24 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 10.835 | 5,60 | 1.029 | 5,33 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 562 | 27,44 | 53 | 29,27 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 73.320 | 340,60 | 6.962 | 339,46 | ||||
| 2026-05-04 | 13F | Mill Capital Management, LLC | 2.584 | 25,44 | 245 | 25,00 | ||||
| 2026-04-07 | 13F | Boltwood Capital Management | 134.437 | 2,88 | 12.765 | 2,58 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 24.965 | 659,97 | 2.370 | 659,62 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 3.415 | 324 | ||||||
| 2026-04-21 | 13F | Claro Advisors LLC | 4.271 | 37,20 | 405 | 36,82 | ||||
| 2026-04-29 | 13F | Shelter Mutual Insurance Co | 113.212 | 3,32 | 10.749 | 3,03 | ||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 58 | 20,83 | 6 | 25,00 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 7.061 | 1,91 | 670 | 1,67 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 165.545 | 15.718 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 21.837.225 | 1.028,44 | 2.073.445 | 1.025,25 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2.389 | 11,17 | 228 | 11,27 | ||||
| 2026-05-15 | 13F | Readystate Asset Management Lp | 10.182 | 967 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 1.363.626 | 7,28 | 129.476 | 6,98 | ||||
| 2026-05-05 | 13F | Theory Financial Llc | 111.949 | 1,24 | 10.630 | 0,40 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 370.956 | 32,68 | 35.222 | 32,31 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 7.479.771 | 710.204 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 826.002 | 7,52 | 78.652 | 7,52 | ||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 355.220 | 48,48 | 33.728 | 48,06 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 2.314.725 | 9,53 | 219.783 | 9,22 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 8.877 | 23,98 | 845 | 23,57 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 34.393 | 12,76 | 3.266 | 12,43 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 28.571 | 38,12 | 2.713 | 37,73 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 53.155 | 25,89 | 5.047 | 25,64 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 1.385 | 1,17 | 131 | 0,77 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 767.705 | 2,83 | 72.894 | 2,54 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 19.458 | 1,75 | 1.848 | 1,48 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 2.068 | 196 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 281.068 | 6,05 | 26.687 | 5,75 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 77.886 | 1,36 | 7.395 | 1,08 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 20 | 2 | ||||||
| 2026-05-12 | 13F | First American Trust, Fsb | 79.110 | 7,48 | 7.512 | 7,18 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 18.251 | 45,45 | 1.733 | 45,06 | ||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 350.288 | 1,59 | 33.260 | 1,30 | ||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 24.230 | 2,73 | 2.301 | 2,45 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 26.658 | 14,00 | 2.531 | 13,29 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 735.531 | 6,88 | 69.839 | 6,58 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 604.597 | 2,38 | 57.406 | 2,10 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 1 | 0 | ||||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 56.843 | 8,87 | 5.397 | 8,57 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 17 | 2 | -97,37 | |||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 1.462.193 | 138.835 | ||||||
| 2026-04-30 | 13F | Beacon Financial Group | 91.454 | 7,66 | 8.684 | 7,36 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 65.238 | 47,62 | 6.183 | 46,27 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 9.894 | 1,86 | 939 | 1,62 | ||||
| 2026-05-14 | 13F | ASB Consultores, LLC | 5.991 | 565 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 89.647 | 2,97 | 8.512 | 2,68 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 23.160 | 801,52 | 2.199 | 801,23 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 724 | 2,55 | 69 | 1,49 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 525 | 50 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 418.226 | 6,29 | 39.711 | 5,99 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 2.810 | 267 | ||||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 20.106 | 46,91 | 1.909 | 46,51 | ||||
| 2026-04-28 | 13F | Cypress Capital, LLC | 6.538 | 2,33 | 621 | 1,97 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 6.787 | 7,20 | 644 | 6,98 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 4.269 | 0,49 | 405 | 0,25 | ||||
| 2026-05-01 | 13F | Clarity Financial LLC | 560.574 | 53.227 | ||||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 21.192 | 2,67 | 2.012 | 2,39 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 35.064 | 14,70 | 3.329 | 14,40 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 14.375 | 7,86 | 1.365 | 7,57 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 11.368 | 7,81 | 1.079 | 7,47 | ||||
| 2026-05-15 | 13F | EFG International AG | 7.096 | 674 | ||||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 3.566 | 14,29 | 339 | 13,80 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 82.444 | 2,86 | 7.828 | 2,58 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 5.591 | 7,33 | 531 | 6,85 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 98.798 | 117,48 | 9.381 | 116,88 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 143.460 | 69,02 | 13.622 | 68,56 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 31.004 | 11,94 | 3 | 0,00 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 185.341 | 26,68 | 17.546 | 25,95 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 198 | 1.220,00 | 19 | 1.700,00 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 3.738 | 0,56 | 355 | 0,28 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 4.766 | 453 | ||||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 471.752 | 4,02 | 44.793 | 3,72 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 10.615 | 4,88 | 1.008 | 4,57 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 383 | 11,34 | 36 | 12,50 | ||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 21.341 | 5,70 | 2.026 | 5,41 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 574 | 1,06 | 55 | 0,00 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 9.887 | 11,88 | 944 | 11,60 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 19.037 | 4,27 | 1.808 | 3,97 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 3.707.598 | 0,22 | 352.037 | -0,06 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 425 | 40 | ||||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 21.706 | 3,62 | 2.061 | 2,79 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 161.108 | 5,58 | 15.218 | 4,74 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 26.833 | 1,29 | 2.548 | 0,99 | ||||
| 2026-05-04 | 13F | Genesis Wealth Advisors, LLC | 59.167 | 5,28 | 5.618 | 4,97 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 4.180 | 1,95 | 397 | 1,54 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 8.905 | 17,29 | 846 | 17,04 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 7.008 | 59,56 | 665 | 59,09 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 8.912 | 5,52 | 846 | 5,22 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 141.939 | 4,12 | 13.477 | 3,83 | ||||
| 2026-05-12 | 13F | Three Bridge Wealth Advisors, LLC | 2.269 | 1,34 | 215 | 0,94 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 24.024 | 8,02 | 2.281 | 7,75 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 47 | 4 | ||||||
| 2026-05-18 | 13F | IFS Group,LLC | 20.722 | 9,91 | 1.968 | 9,70 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 2.579 | 245 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 195 | 19 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 2.530 | 2,18 | 240 | 1,70 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 20.972 | 774,56 | 1.991 | 773,25 | ||||
| 2026-05-05 | 13F | PFG Advisors | 4.797 | 38,40 | 456 | 37,88 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 25.882 | 0,58 | 2.457 | 0,29 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 11.212 | 1.065 | ||||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 9.296 | 9,40 | 883 | 9,02 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 6.348 | 1,23 | 603 | 0,84 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 4.438 | 8,72 | 423 | 2,93 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 127.545 | 12.110 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 10.100 | 959 | |||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 36.524 | 11,65 | 3.468 | 11,34 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 7.956 | 0,61 | 755 | 0,27 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 221.272 | 12,74 | 21.010 | 12,43 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 120 | 0 | ||||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 7.874 | 748 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 68.162 | 12,18 | 6 | 20,00 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 11.637 | 5,00 | 1.105 | 4,64 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 92 | 9 | ||||||
| 2026-05-07 | 13F | Dakota Wealth Management | 603.613 | 10,48 | 57.313 | 10,17 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 2.264 | 215 | ||||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 8.571 | 24,22 | 814 | 23,74 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 92.201 | 44,60 | 8.754 | 44,19 | ||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 280.334 | 4,50 | 26.618 | 4,20 | ||||
| 2026-05-06 | 13F | Paces Ferry Wealth Advisors, Llc | 2.390 | 1,06 | 227 | 0,44 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 9.741 | 14,42 | 925 | 14,07 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 5.734 | 5,87 | 546 | 6,02 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 16.100 | 80,90 | 1.529 | 80,40 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | 196.999 | 18.705 | ||||||
| 2026-04-15 | 13F | Elevatus Welath Management | 14.169 | 1.345 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 4.875 | 304,23 | 463 | 305,26 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 14.103 | 148,03 | 1.339 | 147,50 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 28.000 | 233,89 | 2.659 | 233,08 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 17.570 | 4,61 | 1.674 | 4,69 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 2.230 | 0,45 | 212 | 0,00 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 22.468 | 43,64 | 2.133 | 43,25 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 57 | 5 | ||||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 8.687 | 12,57 | 825 | 12,26 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 14.597 | 12,07 | 1.386 | 11,69 | ||||
| 2026-04-28 | 13F | Hobbs Wealth Management, LLC | 7.767 | 19,82 | 737 | 19,45 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 17.574 | 3,13 | 1.669 | 2,84 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 2 | 0 | ||||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 2.937 | 3,82 | 279 | 3,35 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 13.420 | 4,81 | 1.274 | 4,51 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.408.747 | 1,70 | 133.760 | 1,41 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 8.459 | 1,79 | 803 | 1,52 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 1.596.964 | 6,55 | 152 | 6,34 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 325.036 | 4,42 | 30.862 | 4,13 | ||||
| 2026-04-09 | 13F | Sculati Wealth Management, LLC | 10.368 | 24,95 | 984 | 24,56 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 58.020 | 9,22 | 5.509 | 8,98 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 128.119 | 8,78 | 12.165 | 8,46 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 327.194 | 3,92 | 31.067 | 3,63 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 212 | 20 | ||||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 75.512 | 1,12 | 7.170 | 0,83 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 497 | 47 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 466.390 | 2,31 | 44.284 | 2,02 | ||||
| 2026-05-08 | 13F | Zinnia Wealth Advisory, LLC | 14.619 | 102,48 | 1.388 | 102,04 | ||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 20.300 | 1.927 | ||||||
| 2026-02-12 | 13F | Cibc World Markets Corp | 8.278 | 5,26 | 788 | 6,78 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 351.174 | 4,75 | 33.344 | 4,46 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 21.330 | 10,36 | 2.025 | 10,05 | ||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 25.926 | 7,73 | 2.440 | 6,23 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 23 | 2 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 1.349 | 5,14 | 128 | 4,92 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 4.996 | 20,85 | 474 | 20,61 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 4.096 | 115,35 | 389 | 114,36 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 11.129 | 1.057 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 6.967 | 656 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 9.081 | 14,08 | 862 | 13,12 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 5.779.539 | 46,79 | 548.767 | 46,37 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 3.850 | 2,04 | 366 | 1,67 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 249.955 | 2,30 | 23.733 | 2,01 | ||||
| 2026-05-12 | 13F | Riggs Asset Managment Co. Inc. | 64.011 | 21,29 | 6.078 | 20,94 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 1.330.985 | 0,56 | 126 | 0,00 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 20.447 | 6,66 | 1.941 | 6,36 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 7.654 | 134,93 | 727 | 134,19 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 685.590 | 7,35 | 65.097 | 7,04 | ||||
| 2026-05-14 | 13F | Orleans Capital Management Corp/la | 2.643 | 251 | ||||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 151 | 14 | ||||||
| 2026-05-14 | 13F | Wealth Alliance | 65.037 | 6,58 | 6.175 | 6,28 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 37.502 | 38,62 | 3.569 | 38,56 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 12.754 | 0,55 | 1.211 | 0,33 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 9.803 | 3,16 | 931 | 2,88 | ||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 7.971 | 13,79 | 757 | 13,34 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 5.075 | 0,69 | 482 | 0,42 |
