Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Gold Trust eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, Eurizon Asset Management Hungary Ltd., Quent Long Short Global Small Cap Fund, LP, Clear Wave Wealth Management Llc, Oasis Advisors, LLC, Chandler Asset Management, Inc., Wealth Care LLC, Smith, Moore & Co., Larch Capital Partners Llc, Alvarez & Marsal Private Wealth Partners, LLC, Emerald Investment Advisers, LLC, Sanchez Gaunt Capital Management, LLC, Wells Fargo & Company/mn, Banco BTG Pactual S.A., Prevail Innovative Wealth Advisors, Llc, Bayshore Capital Advisors, LLC, Storen Legacy Partners, LLC, Intentional Wealth Strategies, LLC, Philadelphia Investment Partners, LLC, und Addison Capital Co .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-02 | 13F | Aspect Partners, LLC | 73.490 | 4,14 | 6.479 | 13,09 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 2.596 | 233 | ||||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 18.371 | 5,77 | 1.593 | 13,06 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 56 | 5 | ||||||
| 2026-04-28 | 13F | Argonautica Private Wealth Management, Inc | 2.553 | 0,04 | 225 | 8,70 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 6.356 | 547 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2.735.976 | 3,19 | 222.079 | 15,10 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 55 | 4 | ||||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 6.402 | 44,78 | 564 | 57,54 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 72.213 | 12,76 | 6.366 | 22,47 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 3.412 | 36,53 | 301 | 48,51 | ||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 10.624 | 0,55 | 937 | 9,22 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | Call | 2.100 | 185 | |||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 13.334 | 2,57 | 1.176 | 11,37 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 3.193 | 0,60 | 281 | 9,34 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 155 | 13 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 26.889 | 47,49 | 2.371 | 60,24 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 656.355 | 3,55 | 57.864 | 12,47 | ||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 378.708 | 3,45 | 30.740 | 15,39 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 153 | 188,68 | 13 | 225,00 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 96.218 | 8.483 | ||||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 951 | 8,69 | 84 | 16,90 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 315.598 | 1,15 | 27.823 | 9,86 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 99 | 8 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 44.105 | 87,74 | 3.888 | 103,99 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 5.080 | 15,40 | 448 | 25,21 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 11.555 | 33,80 | 1.019 | 45,43 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 69.136 | 21,23 | 6.095 | 31,70 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 118 | 10 | ||||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 27.947 | 2.464 | ||||||
| 2026-04-27 | 13F | Pachira Investments Inc. | 13.580 | 132,61 | 1.197 | 153,07 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 1.282 | 104 | ||||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 448 | 62,91 | 28 | 22,73 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 1.265 | 111 | ||||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 3.303 | 32,49 | 291 | 44,06 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 8.755 | 218,36 | 772 | 245,74 | ||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 79.200 | 69,30 | 6.982 | 83,88 | ||||
| 2026-04-21 | 13F | Hippocratic Financial Advisors, LLC | 2.492 | 220 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 8.623.425 | 19,94 | 760.241 | 30,27 | ||||
| 2026-04-15 | 13F | Pullen Investment Management, LLC | 7.030 | 0,54 | 620 | 9,17 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 675 | 60 | ||||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 2.300 | 0 | ||||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 13.141 | 4,58 | 1.159 | 13,64 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 283.283 | 1,85 | 24.974 | 10,63 | ||||
| 2026-05-12 | 13F | Alaethes Wealth LLC | 39.989 | 1,02 | 3.525 | 9,71 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 19.791 | 1,45 | 1.745 | 10,17 | ||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 2.371 | 209 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 5.269 | 0,92 | 473 | 11,58 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 530.161 | 30,12 | 46.739 | 41,32 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 27.919 | 2.461 | ||||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 59.395 | 6,10 | 5.236 | 15,25 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 3.172 | 280 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 3.148 | 9,27 | 278 | 18,88 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 42.200 | 83,91 | 3.720 | 99,79 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 146.251 | 11,76 | 12.893 | 21,39 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 3.118 | 12,48 | 275 | 21,78 | ||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 3.686 | 299 | ||||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 12.823 | 0,05 | 1.130 | 8,65 | ||||
| 2026-05-05 | 13F | Delta Financial Advisors Llc | 81.171 | 0,06 | 7.156 | 8,69 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 14.300 | 26,55 | 1.261 | 37,40 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 126.520 | 448,97 | 11.154 | 494,25 | ||||
| 2026-05-14 | 13F | Tcw Group Inc | 8.195 | 7,90 | 722 | 17,21 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 114.676 | 8,22 | 10.110 | 126.262,50 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 4.172 | 368 | ||||||
| 2026-05-08 | 13F | Roundview Capital LLC | 41.666 | 1,89 | 3.673 | 10,67 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 55.130 | 639,50 | 4.860 | 703,31 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 46.325 | 45,96 | 4.084 | 58,54 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 2.930 | 243,49 | 258 | 273,91 | ||||
| 2026-04-29 | 13F | Signet Private Wealth LLC | 2.614 | 230 | ||||||
| 2026-04-24 | 13F | Cyr Financial Inc. | 3.859 | 340 | ||||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 240.881 | 1,89 | 21.236 | 10,67 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 92.812 | 8.182 | ||||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 742.179 | 170,80 | 65.431 | 194,13 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 2.387 | 210 | ||||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 47 | 4 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1.295.573 | 2,70 | 114.218 | 11,55 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 105 | -41,57 | ||||||
| 2026-05-15 | 13F | Css Llc/il | 200.040 | 1,41 | 17.636 | 10,14 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 27.748 | 172,28 | 2.446 | 195,77 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 80.705 | 3,69 | 7.238 | 14,56 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 257.100 | 7,89 | 22.666 | 17,18 | |||
| 2026-04-24 | 13F | Cassia Capital Partners, LLC | 2.466 | 217 | ||||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 90.967 | 0,85 | 8.020 | 9,53 | ||||
| 2026-05-05 | 13F | New Harbor Financial Group, LLC | 341.055 | 30.067 | ||||||
| 2026-04-23 | 13F | Spinnaker Trust | 417.219 | 0,29 | 36.782 | 8,93 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 11.783 | 2,60 | 1.039 | 11,37 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 17.305 | 9,59 | 1.526 | 19,05 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 39.432 | 4,59 | 3.476 | 8,63 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 24.824 | 66,46 | 2.188 | 80,83 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 32.698 | 10,60 | 2.883 | 20,13 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 216 | 19 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 18.763 | 1,74 | 1.654 | 10,49 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 1.095 | 75,48 | 97 | 92,00 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 17.361 | 0,58 | 1.531 | 9,21 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 13.904 | 1.226 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 27.393 | 58,67 | 2.415 | 72,31 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 75.410 | 2,26 | 6.648 | 11,08 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 7.252 | 18,63 | 639 | 27,04 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 137.928 | 54,75 | 11.196 | 72,60 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 3.811 | 17,19 | 336 | 27,38 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 110.018 | 0,38 | 9.699 | 9,03 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 14.457 | 1.275 | ||||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 13.662 | 34,79 | 1.204 | 46,47 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 647.978 | 57,90 | 55.062 | 65,30 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 3.191 | 281 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 13.187.635 | 0,39 | 1.162.622 | 9,03 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 2.728 | 240 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | Put | 35.500 | 3.130 | |||||
| 2026-04-29 | 13F | Golden Road Advisors Llc | 3.373 | 297 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 6.920 | 129,75 | 610 | 150,00 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 50.998 | 13,67 | 4.496 | 23,46 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 17.890 | 8,37 | ||||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 5.667 | 9,80 | 500 | 19,38 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 135.863 | 6,57 | 12.388 | 19,72 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 116.260 | 13,00 | 10.250 | 36,07 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 11.818 | 0,19 | 1.042 | 8,78 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 154 | 170,18 | 14 | 250,00 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 402 | 35 | ||||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 51.921 | 24,56 | 4.577 | 35,29 | ||||
| 2026-04-15 | 13F | Radnor Capital Management, LLC | 2.270 | 200 | ||||||
| 2026-05-06 | 13F | Laidlaw Wealth Management LLC | 2.410 | 212 | ||||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 6.842 | 171,72 | 603 | 195,59 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 420 | 37 | ||||||
| 2026-05-14 | 13F | Gamco Investors, Inc. Et Al | 187.221 | 0,03 | 16.505 | 8,64 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 44.749 | 34,97 | 3.945 | 46,60 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 99.418 | 4,18 | 8.765 | 13,14 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 287 | 23 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 516.500 | 10,88 | 45.535 | 20,43 | |||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 5.977 | 3,32 | 527 | 12,15 | ||||
| 2026-05-15 | 13F | SkyView Investment Advisors, LLC | 464.273 | 0,61 | 41 | 8,11 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 4.102 | 0,07 | 362 | 8,73 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 336.900 | 11,19 | 29.701 | 20,77 | |||
| 2026-01-16 | 13F | Trust Co Of Vermont | 7.243 | 76,87 | 588 | 97,64 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 25.659 | 186,18 | 2.262 | 211,14 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 17.021 | 17,60 | 1.501 | 27,01 | ||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 2.750 | 242 | ||||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 730 | 0,69 | 64 | 10,34 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 77.256 | 5,00 | 6.811 | 14,03 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 65.388 | 0,48 | 5.832 | -4,46 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 129.044 | 45,13 | 11.376 | 57,63 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 458.291 | 9,75 | 40.403 | 19,20 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 267 | 24 | ||||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 2.712 | 1,73 | 239 | 10,65 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 347.773 | 1,72 | 30.660 | 10,48 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 15.608 | 147,24 | 1.376 | 168,75 | ||||
| 2026-05-07 | 13F | Alchemi Wealth, LLC | 3.591 | 5,46 | 317 | 14,49 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 2.303 | 203 | ||||||
| 2026-05-01 | 13F | Sage Private Wealth Group, Llc | 186.995 | 0,35 | 16.485 | 8,99 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 46.963 | 0,51 | 4.140 | 9,18 | ||||
| 2026-04-09 | 13F | Butensky & Cohen Financial Security, Inc | 17.931 | 28,63 | 1.581 | 39,70 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | Call | 62 | 41,86 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 600.475 | 30,71 | 34.140 | -12,72 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 3.498 | 10,28 | 308 | 19,84 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 10.977 | 0,01 | 968 | 0,73 | ||||
| 2026-05-06 | 13F | Eq Llc | 73.698 | 0,66 | 6.497 | 9,34 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 19.052 | 11,81 | 1.680 | 21,40 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 66.781 | 6,59 | 5.887 | 15,77 | ||||
| 2026-01-29 | 13F | Comerica Bank | 518.042 | 56,57 | 42.049 | 74,64 | ||||
| 2026-04-07 | 13F | Eastern Bank | 40.639 | 13,67 | 3.583 | 23,47 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 29.620 | 23,27 | 2.611 | 33,90 | ||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 10.594 | 4,78 | 934 | 13,78 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 37.176 | 26,36 | 3.277 | 37,23 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 6.485 | 2,03 | 572 | 10,87 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 21.977 | 10,36 | 1.938 | 14,95 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 49 | 2 | ||||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 6.759 | 4,61 | 596 | 13,55 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 12.716 | 0,43 | 1.121 | 9,15 | ||||
| 2026-04-14 | 13F | Compton Wealth Advisory Group, LLC | 5.622 | 10,19 | 504 | 21,74 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 415.374 | 33.716 | ||||||
| 2026-05-13 | 13F | Crcm Lp | 1.249.870 | 73,66 | 111.125 | 90,22 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 2.850 | 251 | ||||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 2.159 | 3,85 | 190 | 13,10 | ||||
| 2026-04-28 | 13F | Clay Northam Wealth Management, LLC | 6.074 | 0,18 | 535 | 8,74 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 6.307 | 18,93 | 556 | 29,30 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 6.600 | 2,01 | 582 | 10,67 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 11.970 | 1.055 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 9.398 | 37,64 | 829 | 49,46 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 8.010 | 11,59 | 706 | |||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 21.848 | 6,82 | 1.926 | 16,02 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 96 | 123,26 | 8 | 166,67 | ||||
| 2026-04-08 | 13F | Exchange Bank | 11.677 | 16,90 | 1.029 | 27,04 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 3.776 | 1,45 | 333 | 9,93 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 9.548 | 842 | ||||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 16.241 | 384,66 | 1.432 | 426,10 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 240.917 | 18,51 | 21.239 | 28,72 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 6.386 | 563 | ||||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 4.813 | 391 | ||||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 2.287 | 202 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 3.875 | 1,33 | 342 | 10,00 | ||||
| 2026-05-14 | 13F | Chandler Asset Management, Inc. | 109.200 | 9.627 | ||||||
| 2026-05-29 | 13F | Keel Point, LLC | 14.233 | 30,09 | 1.255 | 41,22 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 28.763 | 16,30 | 2.536 | 26,31 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 26.970 | 0,23 | 2.378 | 8,84 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 1.229 | 6,87 | 108 | 16,13 | ||||
| 2026-05-06 | 13F | Avalon Trust Co | 4.000 | 6,67 | 353 | 15,79 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 6.210 | 42,46 | 547 | 54,96 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 18.644 | 0,41 | 1.644 | 9,02 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 565.578 | 48,06 | 49.861 | 60,82 | ||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 3.830 | 338 | ||||||
| 2026-04-27 | 13F | Nixon Peabody Trust Co | 3.426 | 302 | ||||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 121.602 | 10.720 | ||||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 4.030 | 355 | ||||||
| 2026-05-13 | 13F | Boston Family Office Llc | 12.420 | 47,49 | 1 | |||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 2.719 | 0,37 | 240 | 9,13 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 6.885 | 6,74 | 607 | 15,87 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 221 | 19 | ||||||
| 2026-05-11 | 13F | Emerald Investment Advisers, LLC | 58.820 | 5.186 | ||||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 24.145 | 0,41 | 2.129 | 9,07 | ||||
| 2026-05-15 | 13F | Amundi | 42.600 | 432,50 | 3.756 | 478,58 | ||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 79.766 | 7.032 | ||||||
| 2026-04-10 | 13F | Green Ridge Wealth Planning LLC | 30.733 | 71,40 | 2.709 | 86,19 | ||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 3.606 | 18,97 | 318 | 28,86 | ||||
| 2026-05-13 | 13F | LM Advisors LLC | 4.533 | 4,47 | 51 | -3,77 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 2.935 | 0 | ||||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 7.307 | 6,13 | 644 | 15,41 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 71.157 | 13,72 | 6.273 | 23,51 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 6.727 | 5,01 | 593 | 14,26 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 159.293 | 16,04 | 14.043 | 26,04 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 129 | 41,76 | 12 | 57,14 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 6.983 | 0,01 | 616 | 8,66 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 53.409 | 35,82 | 4.709 | 47,54 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 66.443 | 6,64 | 5.393 | 18,95 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 6.997 | 22,99 | 617 | 33,62 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 9.123 | 133,92 | 804 | 154,43 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 7.905 | 3,17 | 697 | 12,08 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 10.497 | 18,25 | 925 | 28,47 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 21.531 | 3,32 | 1.898 | 12,24 | ||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 81.474 | 1,65 | 7.183 | 10,41 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 3.523 | 311 | ||||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 4.711 | 415 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | Put | 6.300 | 555 | |||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 61.424 | 5,27 | 5.415 | 14,29 | ||||
| 2026-04-28 | 13F | China Universal Asset Management Co., Ltd. | 393.940 | 411,61 | 34.730 | 455,66 | ||||
| 2026-04-24 | 13F | Alken Asset Management Ltd. | 0 | |||||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 4.726 | 417 | ||||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 3.289 | 290 | ||||||
| 2026-05-12 | 13F | Sfmg, Llc | 3.962 | 10,49 | 349 | 19,93 | ||||
| 2026-05-12 | 13F | Banco BTG Pactual S.A. | 31.220 | 2.752 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 14.627 | 82,72 | 1.242 | 89,91 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1.800.107 | 264,97 | 158.697 | 296,41 | ||||
| 2026-05-14 | 13F | Dai-ichi Life International Holdings LLC | 4.022 | 355 | ||||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 10.900 | 69,91 | 961 | 84,62 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 5.594 | 125,38 | 493 | 145,27 | ||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 7.946 | 118,00 | 701 | 137,29 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 2.745 | 37,25 | 242 | 49,38 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 80.663 | 21,98 | 7.111 | 32,49 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 52.404 | 22,92 | 4.620 | 33,50 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 4.089 | 0,59 | 360 | 9,42 | ||||
| 2026-05-15 | 13F | Permanens Capital L.P. | 1.885.466 | 67,98 | 166.221 | 82,44 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 4.682 | 0,69 | 413 | 9,28 | ||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 585.046 | 2,51 | 51.578 | 11,33 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 1.089 | 23,78 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 7.769 | 3,16 | 1 | |||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 32.370 | 3,19 | 2.854 | 12,06 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 209.616 | 4,34 | 18.480 | 13,32 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 751.879 | 0,56 | 66.286 | 9,22 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 2.369 | 209 | ||||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 17.449 | 1,37 | 1.538 | 10,09 | ||||
| 2026-05-20 | 13F | Leigh Baldwin & Co., Llc | 7.240 | 9,61 | 638 | 19,03 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 4.197 | 8,98 | 370 | 18,59 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 4.281 | 22,98 | 377 | 33,69 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 2.427 | 214 | ||||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 9.000 | 793 | ||||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 10.073 | 38,92 | 888 | 51,02 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 19.212 | 1.694 | ||||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 72.524 | 7,30 | 6.394 | 16,53 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 1.642.015 | 11,75 | 144.760 | 21,38 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 492 | 355,56 | 43 | 437,50 | ||||
| 2026-05-15 | 13F | Beck Capital Management, Llc | 88.060 | 0,02 | 7.763 | 8,63 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 4.119 | 363 | ||||||
| 2026-04-21 | 13F | Mayport, Llc | 5.447 | 480 | ||||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 124 | 14,81 | 11 | 25,00 | ||||
| 2026-05-14 | 13F | Harvest Fund Management Co., Ltd | 149.269 | 20,74 | 13 | 30,00 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 4.248 | 375 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 78.881 | 3,84 | 6.954 | 12,78 | ||||
| 2026-05-11 | 13F | Reliant Investment Partners, LLC | 2.387 | 210 | ||||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 133.472 | 7,83 | 11.767 | 17,11 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 2.796 | 1,45 | 247 | 10,31 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1.716 | 52,26 | 151 | 65,93 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 3.492 | 22,01 | 313 | 34,91 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 21.842 | 5,56 | 1.926 | 14,65 | ||||
| 2026-05-07 | 13F | Eurizon Asset Management Hungary Ltd. | 482.015 | 42.494 | ||||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2.030 | 600,00 | 179 | 673,91 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.083.477 | 118,73 | 87.925 | 142,62 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 15.883 | 12,90 | 1.400 | 22,70 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 16.362 | 0,06 | 1.443 | 8,67 | ||||
| 2026-05-01 | 13F | Trifecta Capital Advisors, LLC | 10 | 1 | ||||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 2.666 | 23,31 | 235 | 34,29 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 30.471 | 94,27 | 2.686 | 111,00 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 3.899 | 344 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 73.932 | 6,57 | 6.518 | 15,73 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 33.443 | 107,95 | 2.715 | 186,29 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 27.860 | 2.456 | ||||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 43.766 | 7,20 | 3.897 | 17,56 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 2.239 | 1,91 | 197 | 10,67 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 70.726 | 0,18 | 6.235 | 8,81 | ||||
| 2026-05-12 | 13F | Mission Financial Group, LLC | 6.990 | 18,23 | 616 | 28,60 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 40.489 | 22,71 | 3.698 | 38,09 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 3.044 | 268 | ||||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 119.941 | 3,90 | 10.574 | 12,84 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 1.326 | 24,98 | 117 | 34,88 | ||||
| 2026-05-11 | 13F | Bull Oak Capital, LLC | 99.896 | 5,56 | 8.807 | 14,65 | ||||
| 2026-05-14 | 13F | Potomac Fund Management Inc /adv | 5.566 | 4,00 | 491 | 12,90 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 2.700.347 | 1,48 | 237.833 | 22,82 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 2.812 | 2,25 | 248 | 10,76 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 18.047 | 0,52 | 1.591 | 9,20 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 4.169 | 0,46 | 368 | 9,23 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 75.172 | 0,98 | 6.627 | 9,68 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 5.906 | 33,74 | 521 | 45,25 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 5.198 | 1.499,38 | 466 | 1.692,31 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 324.542 | 28.612 | ||||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 4.195 | 17,31 | 370 | 27,24 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 2.596 | 225 | ||||||
| 2026-05-01 | 13F | Bensler, LLC | 90.862 | 19,99 | 8.010 | 30,33 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 61.199 | 0,33 | 5.395 | 8,97 | ||||
| 2026-05-11 | 13F | NLB Skladi, upravljanje premozenja, d.o.o. | 16.917 | 3,30 | 1.491 | 12,19 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 51.679 | 6,78 | 4.556 | 15,99 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 17.940 | 1.582 | ||||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 14.834 | 2,76 | 1.308 | 11,61 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 6.210 | 5,01 | 527 | 9,79 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 2.769 | 6,91 | 244 | 16,19 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 67.980 | 0,08 | 5.993 | 8,71 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 4.185 | 3,26 | 369 | 12,20 | ||||
| 2026-05-12 | 13F | Creative Planning | 821.163 | 3,84 | 72.394 | 12,78 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 3.410 | 301 | ||||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 15.675 | 1.382 | ||||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 3.536 | 0,86 | 312 | 9,51 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 18.051 | 3,91 | 1.619 | 14,75 | ||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 9.661 | 26,95 | 852 | 37,93 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 26.687 | 1,89 | 2.353 | 10,63 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 53.557 | 17,61 | 4.722 | 27,73 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 3.509 | 309 | ||||||
| 2026-04-14 | 13F | Legacy Trust | 3.465 | 305 | ||||||
| 2026-04-24 | 13F | Patten Group, Inc. | 5.235 | 1,16 | 462 | 9,76 | ||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 49 | 276,92 | 4 | 300,00 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 9.473 | 22,80 | 842 | 16,97 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 57 | 159,09 | 5 | 400,00 | ||||
| 2026-05-15 | 13F | Chokshi & Queen Wealth Advisors, Inc | 4.729 | 417 | ||||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 6.003 | 7,33 | 529 | 16,78 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 25 | 2 | ||||||
| 2026-05-11 | 13F | Haverford Trust Co | 4.181 | 15,59 | 369 | 25,60 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 7.171 | 40,69 | 632 | 53,03 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 109.260 | 17,87 | 9.632 | 28,02 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 54.670 | 13,57 | 4.438 | 26,70 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 8.226 | 725 | ||||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 3.036 | 0,33 | 268 | 8,98 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 455.470 | 48,01 | 40.154 | 60,76 | ||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 647 | 57 | ||||||
| 2026-02-20 | 13F | SB Capital Management Inc | 6.920 | 562 | ||||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 59.124 | 885,89 | 5.212 | 972,43 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 2.413 | 0 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 63.089 | 40,33 | 5.562 | 52,40 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 107.808 | 1,34 | 9.504 | 10,06 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 128.254 | 4,61 | 11.236 | 8,31 | ||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 43.703 | 3.853 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 51 | 5.000,00 | 4 | |||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 33.153 | 127,90 | 2.923 | 292.100,00 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 73.734 | 3,09 | 6.500 | 11,97 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 58.696 | 7,86 | 5.175 | 17,14 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 9.169 | 230,65 | 808 | 259,11 | ||||
| 2026-04-10 | 13F | Novem Group | 17.655 | 2,59 | 1.556 | 11,46 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 2.522 | 38,57 | 222 | 51,02 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 2.287 | 202 | ||||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 4.259 | 42,39 | 375 | 54,96 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 84.984 | 0,61 | 7.492 | 9,28 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 154.264 | 91,79 | 13.600 | 108,32 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 118.274 | 119,02 | 10.118 | 116,98 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 52.994 | 9,91 | 4.672 | 19,37 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 105.150 | 9.270 | ||||||
| 2026-04-28 | 13F | Bfsg, Llc | 386.861 | 0,80 | 34.106 | 9,48 | ||||
| 2026-05-06 | 13F | Mizuho Securities Co. Ltd. | 830 | 73 | ||||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 6.006 | 529 | ||||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 23.359 | 2,14 | 2.059 | 10,94 | ||||
| 2026-05-14 | 13F | Betterment LLC | 26.555 | 18,66 | 2 | 100,00 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 23.372 | 11,48 | 2.060 | 21,11 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 11.054 | 0,45 | 975 | 9,07 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 53.797 | 15,26 | 4.743 | 25,18 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 615 | 23,00 | 54 | 35,00 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 4.624 | 83,56 | 408 | 99,51 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 34.431 | 4,93 | 3.035 | 13,97 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 254.287 | 41,17 | 22.418 | 53,33 | ||||
| 2026-04-08 | 13F | Presidio Capital Management, LLC | 6.266 | 10,88 | 552 | 20,52 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 296 | 26 | ||||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 1.490.283 | 2,53 | 131.383 | 11,36 | ||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 205.299 | 0,84 | 18.099 | 9,52 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 2.787 | 246 | ||||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 2.308 | 0 | ||||||
| 2026-04-27 | 13F | DSG Capital Advisors, LLC | 141.477 | 0,08 | 12.473 | 1,75 | ||||
| 2026-05-05 | 13F | UBS Group AG | 15.300.061 | 70,80 | 1.348.853 | 85,51 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 6.275 | 0,69 | 553 | 9,50 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 429.338 | 7,30 | 37.850 | 16,54 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 2.833 | 2,20 | 250 | 11,16 | ||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 1.077 | 115,40 | 95 | 135,00 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 323.632 | 6,07 | 28.531 | 15,20 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 3.151 | 278 | ||||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 294.813 | 0,34 | 25.991 | 8,99 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 118.391 | 0,04 | 10.437 | 8,65 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 2.472 | 3,00 | 218 | 11,86 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 172.679 | 54,10 | 15.223 | 67,38 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 80.902 | 1,65 | 7.132 | 10,42 | ||||
| 2026-05-08 | 13F | Sound Financial Strategies Group, LLC | 5.555 | 490 | ||||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 336.119 | 16,45 | 29.632 | 26,48 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 32.061 | 2.826 | ||||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 181 | 16 | ||||||
| 2026-04-14 | 13F | Well Done, LLC | 167.790 | 1,25 | 14.792 | 9,97 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 88.851 | 3,71 | 7.833 | 12,66 | ||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 17.747 | 8,07 | 1.565 | 17,42 | ||||
| 2026-05-05 | 13F | Peninsula Asset Management Inc | 3.245 | 25,05 | 286 | 36,19 | ||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 90.528 | 14,74 | 7.970 | 24,44 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 18.681 | 9,53 | 1.647 | 18,93 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 40.752 | 16,99 | 3.593 | 27,06 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 160.108 | 0,62 | 14.115 | 9,29 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 15.492 | 0,28 | 1.366 | 8,94 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 1.844.642 | 0,20 | 162.624 | 8,83 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 20.468 | 10.134,00 | 1.804 | 11.175,00 | ||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 63.361 | 55,39 | 5.586 | 68,78 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 7.434 | 14,74 | 655 | 24,76 | ||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 527.920 | 14,46 | 44.836 | 19,12 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 749 | 66 | ||||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 7.179 | 126,32 | 633 | 145,91 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 56.280 | 1,42 | 4.962 | 10,15 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 146.468 | 0,87 | 12.913 | 9,55 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 333 | 29 | ||||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 133.283 | 13,58 | 11.750 | 23,36 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 15.762 | 1 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 2.329 | 1,09 | 205 | 9,63 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 1.615 | 142 | ||||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 4.560 | 2,10 | 402 | 11,05 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 3.064 | 0,69 | 270 | 9,31 | ||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 181 | 16 | ||||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 8.847 | 103,61 | 780 | 121,31 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 380.997 | 1.641,38 | 33.589 | 1.792,28 | ||||
| 2026-04-16 | 13F | Security National Bank | 4.145 | 2.947,79 | 365 | 3.218,18 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 203.133 | 0,16 | 17.908 | 8,78 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 324.168 | 2,84 | 29 | 12,00 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 8.520 | 2,72 | 751 | 11,59 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 155.781 | 6,35 | 13.734 | 15,51 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 17.926 | 2,28 | 1.580 | 11,11 | ||||
| 2026-05-15 | 13F | Intrepid Capital Management Inc | 76.246 | 2,14 | 6.722 | 10,93 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 22.404 | 1.975 | ||||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 9.605 | 1,08 | 847 | 9,73 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | Call | 47.000 | 56,67 | 4.144 | 7.867,31 | |||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 48.274 | 4.256 | ||||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 7.129 | 1,31 | 628 | 9,98 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 2.402 | 212 | ||||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 1.569.661 | 2,78 | 138.381 | 11,63 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 21.951 | 12,18 | 1.935 | 21,85 | ||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 6.563 | 579 | ||||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 17.814 | 21,07 | 1.570 | 23,14 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 303.426 | 1,67 | 26.750 | 10,42 | ||||
| 2026-05-05 | 13F | Prairie Wealth Advisors, Inc. | 0 | 10.066 | 5,45 | |||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 432 | 40,26 | 38 | 52,00 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 7.323 | 1,27 | 646 | 10,07 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 3.985 | 1,27 | 351 | 10,03 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 5.284.401 | 16,40 | 465.873 | 26,43 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 124.405 | 7,32 | 10.968 | 16,57 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 5.221 | 68,69 | 460 | 83,27 | ||||
| 2026-04-21 | 13F | Shepherd Street Advisors LLC | 5.066 | 81,45 | 447 | 97,35 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 4.314 | 380 | ||||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 2.450 | 216 | ||||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 123.121 | 9,45 | 10.854 | 18,87 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 3.744 | 25,85 | 330 | 36,93 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 781 | 69 | ||||||
| 2026-05-14 | 13F | Public Employees Retirement System Of Ohio | 1.017.800 | 109,12 | 89.729 | 127,13 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 457.097 | 4,10 | 40.871 | 14,70 | ||||
| 2026-05-12 | 13F | SGL Investment Advisors, Inc. | 60.866 | 3,11 | 5.421 | 1,42 | ||||
| 2026-05-01 | 13F | Avion Wealth | 896 | 2,87 | 0 | |||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 95 | 8 | ||||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 7.963 | 18,62 | 702 | 14,54 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 3.036 | 20,62 | 268 | 30,88 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 3.203 | 11,53 | 282 | 21,03 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 80.250 | 1,96 | 7.075 | 10,74 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 2.416.160 | 0,22 | 212.992 | 8,84 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 3.487 | 307 | ||||||
| 2026-04-28 | 13F | Blossom Wealth Management | 18.443 | 4,11 | 1.626 | 13,08 | ||||
| 2026-05-11 | 13F | Commerce Bank | 279.622 | 63,62 | 24.651 | 77,72 | ||||
| 2026-04-27 | 13F | Three Cord True Wealth Management, LLC | 8.956 | 1,28 | 790 | 10,04 | ||||
| 2026-05-11 | 13F | BankPlus Trust Department | 1.242 | 172,37 | 109 | 194,59 | ||||
| 2026-05-05 | 13F | Landing Point Financial Group, LLC | 14.544 | 4,57 | 1.282 | 13,55 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 109.312 | 56,24 | 9.637 | 69,71 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 41 | 105,00 | 4 | 200,00 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 1.789 | 17,77 | 158 | 27,64 | ||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 123.567 | 10.894 | ||||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 74.333 | 0,54 | 6.553 | 9,20 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 11.009 | 6,77 | 971 | 16,03 | ||||
| 2026-05-14 | 13F | Investors Portfolio Services LLC | 510 | 45 | ||||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 6.588 | 46,86 | 581 | 59,34 | ||||
| 2026-05-15 | 13F | 44 Wealth Management Llc | 4.192 | 370 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 31.240 | 9,43 | 2.754 | 18,86 | ||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 8.168 | 4,12 | 720 | 13,21 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 12.243 | 0,76 | 1.079 | 9,43 | ||||
| 2026-05-15 | 13F/A | Itau Unibanco Holding S.A. | 12.923 | 189,49 | 1.139 | 214,64 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 31.820 | 1,00 | 2.805 | 9,70 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 12.784 | 16,35 | 1.127 | 26,49 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 105.430 | 0,37 | 9.295 | 9,02 | ||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 108.996 | 2,19 | 9.609 | 11,00 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 26.231 | 8,38 | 2.313 | 16,94 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 5.029 | 443 | ||||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 155 | 14 | ||||||
| 2026-04-15 | 13F | Norden Group Llc | 5.073 | 1,97 | 447 | 10,92 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 6.588 | 581 | ||||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 3.057 | 47,18 | 270 | 60,12 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 8.967 | 3,64 | 791 | 8,97 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 971.659 | 4,88 | 85.661 | 13,91 | ||||
| 2026-04-24 | 13F | Whelan Financial | 6.914 | 98,74 | 610 | 115,96 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 13.595 | 4,90 | 1.199 | 13,99 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 62.331 | 12,96 | 5.495 | 22,68 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 3.538.226 | 0,60 | 287.198 | 112.526,27 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 9.006 | 38,87 | 794 | 50,76 | ||||
| 2026-04-15 | 13F | Compagnie Lombard Odier SCmA | 51.370 | 20,05 | 4.529 | 30,38 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3.569 | 67,48 | 0 | |||||
| 2026-04-28 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 3.328 | 293 | ||||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 5.633 | 1,19 | 497 | 9,98 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 26.009 | 2.293 | ||||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 23.440 | 36,33 | 2.066 | 48,10 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 28.458 | 2.509 | ||||||
| 2026-04-29 | 13F | Sanchez Wealth Management Group | 2.455 | 216 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 97.464 | 8.592 | ||||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 2.705 | 238 | ||||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 7.036 | 620 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 1.771.218 | 2,67 | 156.151 | 11,51 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | Put | 100 | 0 | |||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 5.261 | 160,32 | 464 | 182,32 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 10.790 | 7,14 | 876 | 19,54 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 2.562 | 226 | ||||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 14.760 | 0,74 | 1.301 | 9,42 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 20.224 | 0,44 | 1.783 | 9,06 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 6.100 | 93,53 | 538 | 110,59 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 36.200 | 1,37 | 3.191 | 10,11 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 36.140 | 22,46 | 3.186 | 33,03 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 1.075 | 95 | ||||||
| 2026-05-04 | 13F | 5th Street Advisors, LLC | 17.786 | 10,89 | 1.568 | 20,45 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1 | 0 | ||||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 300 | 525,00 | 26 | 766,67 | ||||
| 2026-05-12 | 13F | Wisconsin Capital Management Llc | 11.140 | 2,77 | 982 | 11,72 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 52.403 | 20,36 | 4.620 | 30,70 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 63.686 | 8,06 | 5.615 | 17,37 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 50.669 | 30,89 | 4.467 | 42,14 | ||||
| 2026-05-12 | 13F | Azimuth Capital Investment Management LLC | 28.649 | 4,09 | 2.526 | 13,03 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 22.943 | 2.023 | ||||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 4.084 | 17,22 | 360 | 27,66 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 6 | 1 | ||||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 24.845 | 2.190 | ||||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 9.226 | 100,00 | 813 | 117,38 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 77.933 | 379,91 | 6.871 | 421,24 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 120.242 | 4,79 | 10.601 | 13,81 | ||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 43.172 | 38,46 | 3.806 | 50,43 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 4.301 | 27,25 | 379 | 38,32 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 2.555 | 225 | ||||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 6.067 | 44,49 | 535 | 57,06 | ||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 32.784 | 0,49 | 2.890 | 9,14 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 3.980 | 3,84 | 351 | 12,54 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 4.476 | 27,09 | 395 | 38,25 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 7.600 | 4,37 | 670 | 13,37 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 599.408 | 52.844 | ||||||
| 2026-04-09 | 13F | ASL Financial, LLC | 36.623 | 17,60 | 3.229 | 20,04 | ||||
| 2026-05-15 | 13F | Schf (gpe), Llc | 4.508.493 | 42,51 | 397.469 | 54,78 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 2.796 | 251 | ||||||
| 2026-05-12 | 13F | Pilgrim Partners Asia Pte Ltd | 40.690 | 51,32 | 3.587 | 64,39 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 7.827 | 45,35 | 690 | 26,61 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 3.409 | 3,08 | 301 | 11,94 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 6.949 | 9,71 | 613 | 19,07 | ||||
| 2026-04-16 | 13F | Global Wealth Management, LLC | 53.966 | 7,75 | 4.758 | 17,02 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 2.227 | 119,41 | 196 | 139,02 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 10.502 | 6,51 | 852 | 18,83 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 6.614 | 5,39 | 537 | 17,54 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 8.415 | 3,26 | 742 | 12,10 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 65.098 | 26,86 | 5.739 | 37,79 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 91.773 | 53,73 | 8.091 | 66,98 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 47.157 | 14,19 | 4.157 | 24,02 | ||||
| 2026-05-13 | 13F | Ingalls & Snyder Llc | 8.998 | 15,46 | 1 | |||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 73.489 | 42,86 | 6.479 | 55,16 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 3.678 | 0,08 | 332 | -5,16 | ||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 22.007 | 4,31 | 1.940 | 13,32 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 6.346 | 4,53 | 559 | 13,62 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 444 | 39 | ||||||
| 2026-05-13 | 13F | Employees Retirement System of Texas | 3.293.500 | 1.247,03 | 290 | 1.426,32 | ||||
| 2026-05-07 | 13F | First National Trust Co | 18.420 | 24,57 | 1.624 | 35,25 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 14.681 | 10,75 | 1.294 | 20,37 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 2.094 | 185 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 60.232 | 11,12 | 5.310 | 20,71 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 3.648 | 0,41 | 322 | 9,18 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 32.090 | 4,54 | 2.829 | 13,57 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 5.392 | 1,56 | 475 | 10,47 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 2.270 | 200 | ||||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 10.055 | 11,98 | 886 | 21,70 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 7.716 | 680 | ||||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 10.957 | 966 | ||||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 3.470 | 10,19 | 295 | 15,29 | ||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 149.400 | 0,35 | 13.171 | 9,00 | ||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 2.469 | 218 | ||||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 5.389 | 5,03 | 475 | 14,18 | ||||
| 2026-05-15 | 13F | Family Management Corp | 68.017 | 4,11 | 5.996 | 13,09 | ||||
| 2026-05-11 | 13F | Erste Asset Management GmbH | 2.655.650 | 2,71 | 225.544 | 7,46 | ||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 3.354 | 3,61 | 296 | 12,60 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 2.003 | 42,77 | 173 | 36,22 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 2.783 | 0,11 | 244 | 8,00 | ||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 146.705 | 7,09 | 12.934 | 16,30 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 300 | 26 | |||||
| 2026-04-15 | 13F | Wormser Freres Gestion | 35.220 | 14,41 | 3.105 | 21,82 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 6.104 | 538 | ||||||
| 2026-05-11 | 13F | Allstate Corp | 48.252 | 150,27 | 4.254 | 171,93 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 9.360 | 2,97 | 825 | 11,94 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 22.007 | 3,55 | 1.940 | 12,46 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 57.114 | 9,49 | 5.035 | 18,95 | ||||
| 2026-05-15 | 13F | Janus Henderson Group Plc | 4.369 | 49,88 | 385 | 63,14 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 38.022 | 19,12 | 3.352 | 29,42 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 2.344 | 207 | ||||||
| 2026-05-14 | 13F | Aries Wealth Management | 6.860 | 3,39 | 605 | 12,27 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 6.345 | 1,47 | 559 | 10,26 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 9.452 | 0,85 | 833 | 9,61 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 3.210 | 9,74 | 283 | 18,99 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 2.288 | 202 | ||||||
| 2026-04-23 | 13F | Simmons Bank | 28.095 | 35,88 | 2.477 | 47,56 | ||||
| 2026-04-10 | 13F | Benin Management CORP | 4.608 | 406 | ||||||
| 2026-04-16 | 13F | Rockland Trust Co | 4.406 | 10,87 | 388 | 20,50 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 12.116 | 0,41 | 1.068 | 9,09 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 1.161.576 | 4,98 | 102.405 | 14,02 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 966 | 114,19 | 85 | 136,11 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 77.471 | 3,42 | 6.830 | 12,32 | ||||
| 2026-04-14 | 13F | New Capital Management LP | 44.289 | 1.262,74 | 3.905 | 1.384,41 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 2.459 | 217 | ||||||
| 2026-05-12 | 13F | Americana Partners, LLC | 30.059 | 8,87 | 2.650 | 18,25 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 13.301 | 0,19 | 1.173 | 8,82 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 2.602 | 4,00 | 229 | 12,81 | ||||
| 2026-05-11 | 13F | Allianz Se | 1.346.256 | 9,14 | 118.686 | 18,53 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 2.292 | 53,11 | 202 | 66,94 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 26.253 | 9,29 | 2.314 | 18,73 | ||||
| 2026-05-13 | 13F | Southeast Asset Advisors Inc. | 115.740 | 0,10 | 10.204 | 8,73 | ||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 56.188 | 53,54 | 4.954 | 66,77 | ||||
| 2026-05-14 | 13F | Battery Global Advisors, LLC | 100.804 | 19.137,40 | 8.887 | 2.382,12 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 16.727 | 10,26 | 1.475 | 19,74 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 7.380 | 111,70 | 651 | 130,50 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 109.094 | 26,62 | 9.618 | 37,52 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 302.605 | 1,97 | 26.678 | 10,75 | ||||
| 2026-04-13 | 13F | Armstrong, Fleming & Moore, Inc | 6.839 | 0,13 | 603 | 8,66 | ||||
| 2026-05-05 | 13F | PFG Advisors | 34.631 | 1,24 | 3.053 | 9,98 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 35.190 | 1,27 | 3.102 | 10,00 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 6.088 | 1,50 | 537 | 10,29 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 8.201 | 79,30 | 740 | 99,46 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 7 | 1 | ||||||
| 2026-05-21 | 13F | Essential Partners LLC | 1.656 | 1.108,76 | 146 | 1.218,18 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 3.803 | 335 | ||||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 483.758 | 3,06 | 42.648 | 11,93 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 534.548 | 0,25 | 47.126 | 8,88 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 718 | 63 | ||||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 633 | 56 | ||||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 12.555 | 4,23 | 1.107 | 13,20 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 5.818 | 0,92 | 513 | 9,64 | ||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 6.997 | 617 | ||||||
| 2026-05-04 | 13F | Concentrum Wealth Management | 5.628 | 496 | ||||||
| 2026-05-08 | 13F | Walleye Trading LLC | Call | 132.200 | 18,99 | 11.655 | 29,24 | |||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 9.000 | 793 | 4.564,71 | |||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 4.030 | 355 | ||||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 9.438 | 11,07 | 832 | 20,75 | ||||
| 2026-05-14 | 13F | Bright Financial Advisors, Inc. | 17.962 | 2,41 | 1.584 | 11,24 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 10.120 | 892 | ||||||
| 2026-05-04 | 13F | Entelevest, LLC | 9.654 | 22,09 | 851 | 32,76 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2.408 | 212 | ||||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 2.685 | 237 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 5.894 | 9,53 | 520 | 19,04 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 11 | 1 | ||||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 9.775 | 13,66 | 862 | 23,35 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 26.793 | 0,81 | 2.362 | 9,50 | ||||
| 2026-05-14 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 65.110 | 5.740 | ||||||
| 2026-05-07 | 13F | Patrick M Sweeney & Associates, Inc | 2.370 | 209 | ||||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 3.920 | 3,29 | 346 | 12,01 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 66.081 | 44,79 | 5.826 | 57,26 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 15.370 | 23,24 | 1.355 | 33,89 | ||||
| 2026-05-12 | 13F/A | Bellecapital International Ltd. | 49.959 | 4,09 | 4.404 | 13,07 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 5.742 | 2,63 | 506 | 11,45 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 104.155 | 2,23 | 9.182 | 11,03 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 1.203 | 4,07 | 106 | 13,98 | ||||
| 2026-05-05 | 13F | Regency Capital Management Inc.\DE | 176.200 | 0,32 | 15.534 | 8,96 | ||||
| 2026-04-14 | 13F | Bayshore Capital Advisors, LLC | 28.370 | 2.501 | ||||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 40.889 | 0,56 | 3.605 | 9,21 | ||||
| 2026-04-23 | 13F | WMG Financial Advisors, LLC | 3.167 | 279 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 21.883 | 11,02 | 1.929 | 20,64 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 40.208 | 0,87 | 3.545 | 9,55 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 13.985 | 3,16 | 1.233 | 12,00 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 10.680 | 3,10 | 942 | 12,02 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 2.314 | 204 | ||||||
| 2026-04-28 | 13F | Topor & Co. Korea | 132.898 | 29,18 | 11.716 | 40,31 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 2.457 | 14,55 | 217 | 24,14 | ||||
| 2026-05-05 | 13F | Northstar Financial Companies, Inc. | 31.994 | 0,95 | 2.821 | 9,64 | ||||
| 2026-04-28 | 13F | Timber Creek Capital Management LLC | 240.521 | 5,92 | 21.204 | 15,05 | ||||
| 2026-05-04 | 13F | Moment Partners, LLC | 8.225 | 725 | ||||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 17.951 | 3,98 | 1.583 | 12,92 | ||||
| 2026-04-17 | 13F | Values First Advisors, Inc. | 23.891 | 10,22 | 2.106 | 19,73 | ||||
| 2026-01-26 | 13F | Dakota Community Bank & Trust NA | 375 | 30 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 76.774 | 27,94 | 6.768 | 38,97 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 7.009 | 4,83 | 618 | 13,84 | ||||
| 2026-05-08 | 13F | Vann Equity Management LLC | 2.508 | 221 | ||||||
| 2026-05-14 | 13F | Knollwood Investment Advisory, LLC | 75.160 | 0,03 | 6.626 | 8,64 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 3.989 | 15,86 | 0 | |||||
| 2026-04-29 | 13F | Birch Hill Investment Advisors LLC | 10.652 | 10,36 | 939 | 19,92 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 21.378 | 22,19 | 1.885 | 32,68 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 31.925 | 16,48 | 2.815 | 26,53 | ||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 5.425 | 36,89 | 478 | 48,91 | ||||
| 2026-04-02 | 13F | Silverleafe Capital Partners, LLC | Call | 16.900 | 1.490 | |||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 10.160 | 3,12 | 896 | 12,02 | ||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 186.996 | 5,24 | 16.486 | 14,30 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 1.441 | 127 | ||||||
| 2026-05-14 | 13F | Twin Tree Management, LP | 125.168 | 11.035 | ||||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 25.546 | 1,39 | 2.252 | 10,12 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 123.968 | 466,06 | 10.929 | 515,03 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 9.006 | 2,77 | 731 | 11,96 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 22.025 | 8,25 | 1.942 | 17,57 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 15.344 | 1,86 | 1.353 | 10,64 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 145.148 | 100,00 | 10.474 | 100,02 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 19.789 | 3,47 | 1.745 | 12,37 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 4.710 | 415 | ||||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 42.615 | 1,14 | 3.757 | 9,82 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 27.066 | 16,29 | 2.386 | 26,31 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 225.847 | 2,14 | 19.911 | 10,94 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 24.882 | 41,93 | 2.194 | 54,22 | ||||
| 2026-05-11 | 13F | Jackson Wealth Management, LLC | 3.480 | 27,80 | 307 | 38,91 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 362 | 0 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 298.181 | 73,79 | 26.741 | 92,01 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 9.579 | 20,43 | 844 | 30,85 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 2.719 | 240 | ||||||
| 2026-05-15 | 13F/A | Spears Abacus Advisors LLC | 3.210 | 6,64 | 283 | 15,57 | ||||
| 2026-05-14 | 13F | Vernal Point Advisors, LLC | 129.807 | 53,38 | 11.444 | 66,59 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 878 | 3,29 | 71 | 16,39 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 205.656 | 457,26 | 18.131 | 505,34 | ||||
| 2026-05-13 | 13F | Benchmark Investment Advisors LLC | 8.630 | 17,90 | 761 | 42,86 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 5.494 | 1,53 | 484 | 10,25 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 119.066 | 75,40 | 10.562 | 91,69 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 400 | 35 | ||||||
| 2026-05-08 | 13F | Bokf, Na | 306.341 | 3,77 | 27.007 | 12,71 | ||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 2.641 | 233 | ||||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 18.414 | 1.623 | ||||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 15.544 | 1,65 | 1.329 | 6,50 | ||||
| 2026-05-13 | 13F | Aureus Asset Management, LLC | 9.322 | 242,09 | 822 | 271,49 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 12.814 | 29,29 | 1.130 | 40,42 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 2.278 | 201 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 7.368 | 9,87 | 650 | 19,30 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 3.488 | 308 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 51.950 | 90,85 | 5 | 100,00 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 356.815 | 20,72 | 31.457 | 31,12 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 99.550 | 8,05 | 9 | 14,29 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 3.078 | 271 | ||||||
| 2026-05-07 | 13F | Grant Street Asset Management, Inc. | 34.246 | 901,05 | 3.019 | 989,89 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 94.179 | 0,46 | 8.303 | 9,11 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 259.905 | 1,72 | 22.913 | 10,49 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 5.983 | 52,90 | 527 | 66,25 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 206.708 | 19,84 | 18 | 28,57 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 132.995 | 13,53 | 11.725 | 23,31 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 2.443 | 215 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 592.810 | 5,48 | 52.262 | 14,56 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 20.217 | 59,88 | 1.782 | 73,68 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 31.592 | 16,82 | 2.785 | 26,88 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 3.675 | 0,38 | 324 | 8,75 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 21.800 | 2.642,14 | 1.922 | 2.901,56 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 1.099 | 97 | ||||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 56.332 | 2,38 | 4.966 | 11,20 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 3.614 | 29,49 | 319 | -10,17 |
