Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in SPDR Series Trust - State Street SPDR S&P Dividend ETF eröffnet haben, gehören Fund Evaluation Group, LLC, Canandaigua National Corp, Sentinus, LLC, Tiaa-cref Individual & Institutional Services, Llc, Southern Michigan Bank & Trust, Visionary Horizons, LLC, Vanguard National Trust Co, Calamos Advisors LLC, Wealth Care LLC, Investment Management Trust, LLC, Sunpointe, LLC, Dickmeyer Boyce Financial Management, Inc., DDD Partners, LLC, Lynx Investment Advisory, Clune & Associates, Ltd., Gotham Asset Management, LLC, CAP Partners, LLC, Vanguard Advisers Inc, OFS Enterprise LLC, und Point72 Asset Management, L.P. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Clark Wealth Partners | 257 | 0,78 | 37 | 5,71 | ||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 216 | 0,47 | 32 | 6,90 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 15.060 | 2,97 | 2.198 | 7,96 | ||||
| 2026-05-11 | 13F | Commerce Bank | 23.636 | 691,03 | 3.449 | 731,08 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 12.885 | 7,65 | 1.880 | 12,91 | ||||
| 2026-05-11 | 13F | 1015 Capital Partners, LLC | 13.464 | 5,07 | 1.965 | 10,15 | ||||
| 2026-05-15 | 13F | Atalanta Sosnoff Capital, Llc | 9.823 | 15,74 | 1.434 | 21,34 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 2.380 | 0,08 | 347 | 5,15 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 1.701 | 248 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 7.319.410 | 0,51 | 1.068.195 | 5,40 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 5.779 | 0,42 | 843 | 5,38 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 2.772 | 1.852,11 | 405 | 2.026,32 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 6.203 | 0,47 | 905 | 5,36 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 239 | 4,85 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 13.162 | 15,34 | 1.921 | 20,98 | ||||
| 2026-01-12 | 13F | Lanham O'Dell & Company, Inc. | 217.246 | 9,19 | 30.232 | 8,49 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 105 | 15 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 25.576 | 5,82 | 3.559 | 5,17 | ||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 1.000 | 146 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.103.411 | 2,21 | 161.032 | 7,19 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 1.381 | 202 | ||||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 13.520 | 0,30 | 1.973 | 5,23 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 2.136 | 3,89 | 312 | 8,74 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 4.954 | 723 | ||||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 13.989 | 0,19 | 2.042 | 5,04 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 145.619 | 7,10 | 21.252 | 12,32 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 9.139 | 2,47 | 1.334 | 7,41 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 13.334 | 1,66 | 1.946 | 6,58 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 2.734 | 0,89 | 399 | 5,84 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 5.751 | 11,22 | 839 | 16,69 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 64 | 357,14 | 9 | 800,00 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 1.767 | 9,96 | 258 | 15,25 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 16.879 | 39,98 | 2.463 | 46,78 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 765 | 17,69 | 112 | 23,33 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 3.880 | 3,05 | 566 | 8,22 | ||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 1.868 | 5,96 | 273 | 11,02 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 2.179 | 318 | ||||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 2.543 | 0,28 | 371 | 5,40 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 5.003 | 4,32 | 730 | 9,45 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 1.495 | 0,47 | 218 | 5,31 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 7.250 | 1.058 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 15.340 | 6,30 | 2 | 0,00 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2.820 | 4,14 | 412 | 9,31 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 267.702 | 3,63 | 39.069 | 8,68 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 130.628 | 18,18 | 19.064 | 23,52 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 2.114 | 0,19 | 309 | 5,12 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 27.986 | 98,27 | 4.084 | 107,94 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 13.187 | 16,70 | 1.835 | 15,99 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 195.067 | 0,57 | 28.470 | 5,48 | ||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 259.984 | 2,29 | 37.942 | 7,27 | ||||
| 2026-04-13 | 13F | Mlp3, Llc | 11.147 | 0,01 | 1.627 | 4,84 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 7.354 | 24,54 | 1.073 | 30,69 | ||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 1.385 | 202 | ||||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 1.371 | 203 | ||||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 1.589 | 5,58 | 232 | 10,53 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 13.415 | 71,59 | 1.958 | 80,04 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 32.047 | 5,43 | 4.677 | 10,54 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 2.922 | 1,28 | 427 | 6,23 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 15.241 | 0,01 | 2.224 | 4,91 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 304.381 | 38,90 | 44.421 | 45,67 | ||||
| 2026-04-09 | 13F | Butensky & Cohen Financial Security, Inc | 9.514 | 0,70 | 1.388 | 5,63 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 68.283 | 4,90 | 9.502 | 4,90 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 6.212 | 0,23 | 907 | 5,10 | ||||
| 2026-05-14 | 13F | Chancellor Financial Group WB LP | 1.657 | 3,11 | 242 | 8,07 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4.849.841 | 0,19 | 707.786 | 5,07 | ||||
| 2026-04-16 | 13F | Ellsworth Advisors, LLC | 2.012 | 0,60 | 294 | 0,00 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 1.187 | 173 | ||||||
| 2026-05-14 | 13F | ICONIQ Capital, LLC | 3.006 | 0,03 | 439 | 4,78 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1.835 | 0,16 | 268 | 5,12 | ||||
| 2026-04-16 | 13F | Koenig Investment Advisory, LLC | 51.269 | 4,37 | 7.482 | -1,76 | ||||
| 2026-05-08 | 13F | Arthur M. Cohen & Associates, Llc | 2.895 | 0,87 | 422 | 5,76 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 25.413 | 3.709 | ||||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 4.033 | 0,20 | 597 | -3,40 | ||||
| 2026-04-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 42.520 | 3,06 | 6.205 | 8,08 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 20.166 | 6,13 | 2.943 | 11,31 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 16.931 | 664,03 | 2.471 | 701,95 | ||||
| 2026-04-22 | 13F | Matrix Asset Advisors Inc/ny | 3.782 | 0,05 | 552 | 4,94 | ||||
| 2026-05-04 | 13F | H&H Retirement Design & Management INC | 13.054 | 0,37 | 1.947 | 0,31 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 34.279 | 0,19 | 5.003 | 5,06 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 4.657 | 0,19 | 680 | 4,46 | ||||
| 2026-04-21 | 13F | Wallace Advisory Group, LLC | 1.753 | 0,23 | 256 | 4,94 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 2.190 | 0,60 | 320 | 5,63 | ||||
| 2026-05-11 | 13F | ICW Investment Advisors LLC | 1.484 | 0,61 | 217 | 5,37 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 7.933 | 0,09 | 1.158 | 4,99 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2.423 | 0,62 | 354 | 5,37 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 1.457 | 0,55 | 213 | 5,47 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 1.787 | 0,11 | 261 | 4,84 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 4.039 | 12,54 | 589 | 18,04 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 6.827 | 0,26 | 996 | 5,17 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 114 | 0,88 | 17 | 6,67 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 2.780 | 406 | ||||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 18.777 | 1,62 | 2.740 | 6,57 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 10.829 | 0,93 | 1.580 | 5,83 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 4.060 | 592 | ||||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 200 | 29 | ||||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 2.297 | 0,57 | 335 | 5,68 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 2.315 | 0,13 | 338 | 4,98 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 3.696 | 1,32 | 539 | 6,31 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 96.139 | 0,27 | 14.030 | 5,15 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 776 | 153,59 | 113 | 169,05 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 1.885 | 0,16 | 275 | 5,36 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 14.599 | 2,73 | 2.131 | 7,74 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 4.011 | 0,05 | 558 | -0,53 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 1.802 | 0,06 | 263 | 5,20 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.139 | 166 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 2.166 | 0,19 | 316 | 5,33 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 12.427 | 0,87 | 2 | 0,00 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 406 | 0,74 | 59 | 5,36 | ||||
| 2026-05-08 | 13F | Hardworking Capital Advisors, LLC | 11.064 | 0,02 | 1.615 | 4,87 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 632 | 92 | ||||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 255 | 37 | ||||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 1.698 | 10,40 | 248 | 15,42 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 3.263 | 0,18 | 476 | 5,08 | ||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 1.638 | 239 | ||||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 3.762 | 0,13 | 549 | 5,17 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 18.961 | 0,75 | 2.768 | 5,69 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 26.885 | 10,28 | 3.924 | 15,65 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 1.634 | 8,86 | 238 | 14,42 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 22.857 | 1,48 | 3.336 | 6,41 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 6.770 | 90,76 | 988 | 100,20 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 1.629 | 1,69 | 238 | 6,76 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 41.228 | 13,93 | 6.017 | 19,48 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 14.731 | 0,19 | 2.150 | 5,03 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 5.026 | 0,06 | 734 | 5,01 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 82.756 | 7,19 | 12.077 | 12,42 | ||||
| 2026-04-10 | 13F | Novem Group | 29.012 | 0,05 | 4.234 | 4,91 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 40.049 | 54,89 | 5.845 | 62,42 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 21.005 | 499,80 | 3.107 | 537,99 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 1.639 | 239 | ||||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 234 | 0,43 | 34 | 6,25 | ||||
| 2026-05-11 | 13F | Treasure Coast Financial Planning | 24.104 | 1,98 | 3.517 | 6,93 | ||||
| 2026-05-08 | 13F | Campbell Deegan Wealth Management, LLC | 1.406 | 205 | ||||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 25.058 | 0,59 | 3.657 | 5,48 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 2.534 | 36,24 | 370 | 43,02 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 2.466 | 4,09 | 360 | 9,12 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 11.646 | 1.700 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 255.207 | 4,31 | 37.245 | 9,39 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 7.800 | 1,18 | 1.138 | 6,16 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 14.766 | 10,75 | 2.155 | 16,12 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 3.100 | 40,91 | 452 | 47,71 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 72.680 | 0,43 | 10.607 | 5,32 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 4.434 | 0,05 | 647 | 5,03 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 488 | 71 | ||||||
| 2026-05-07 | 13F | Hopwood Financial Services, Inc. | 1.400 | 204 | ||||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 108 | 0,93 | 16 | 7,14 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 7.250 | 1,40 | 1.058 | 6,44 | ||||
| 2026-05-13 | 13F | LM Advisors LLC | 303 | 4,84 | 2 | 0,00 | ||||
| 2026-05-08 | 13F | Bokf, Na | 107.806 | 5,61 | 15.733 | 10,76 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 1.823 | 13,09 | 266 | 18,75 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 99.605 | 6,20 | 14.538 | 11,39 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2.045 | 298 | ||||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 30.836 | 6,14 | 4.500 | 11,33 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 34.485 | 1,07 | 5.033 | 5,98 | ||||
| 2026-05-15 | 13F | Fmr Llc | 127.412 | 7,94 | 18.594 | 13,19 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 16.093 | 1,90 | 2.349 | -3,06 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 17.282 | 2.522 | ||||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 1.337 | 0,53 | 0 | |||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 514.315 | 7,85 | 75.076 | 13,09 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 18.988 | 133,47 | 2.771 | 145,00 | ||||
| 2026-05-15 | 13F | Principal Street Partners, LLC | 18.247 | 0,60 | 2.663 | 5,47 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 2.202 | 321 | ||||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 38.557 | 2,80 | 5.627 | 7,82 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 26.886 | 0,31 | 3.924 | 5,17 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 30.048 | 2,06 | 4.392 | 7,07 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 51.435 | 19,75 | 7.506 | 24,83 | ||||
| 2026-05-04 | 13F | Fell Capital Management /adv | 26.612 | 10,76 | 3.884 | 16,15 | ||||
| 2026-05-12 | 13F | Tufton Capital Management | 11.371 | 0,05 | 2 | 0,00 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 4.288 | 0,09 | 626 | 4,87 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 115.078 | 1.558,66 | 16.794 | 1.640,31 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 6.042 | 0,12 | 882 | 5,01 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 3.030 | 9,82 | 442 | 15,40 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 4.855 | 82,86 | 708 | 91,87 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 757 | 105 | ||||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 9.156 | 0,19 | 1 | 0,00 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 9.882 | 3,26 | 1.442 | 8,34 | ||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 58.158 | 16,43 | 8.488 | 22,12 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 7.392 | 1.528,19 | 1.079 | 1.611,11 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 5.396 | 1,39 | 787 | 6,35 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 23.726 | 0,53 | 3.464 | 5,45 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 23.133 | 8,24 | 3.376 | 13,52 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 2.075 | 303 | ||||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 43.976 | 4,17 | 6.418 | 9,26 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 132.157 | 44,47 | 18.393 | 43,57 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 2.528 | 25,90 | 369 | 32,26 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 64.817 | 3,31 | 9.459 | 8,35 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 1.408 | 205 | ||||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 122.734 | 341,24 | 17.912 | 362,82 | ||||
| 2026-05-05 | 13F | truNorth Financial Services, Inc. | 15.418 | 2,38 | 2.250 | 7,40 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 3.311 | 1,85 | 483 | 6,86 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 26.224 | 110,82 | 3.827 | 121,21 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 10.830 | 0,74 | 1.507 | 0,13 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 42.626 | 0,83 | 6.221 | 5,73 | ||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 1.657 | 0,61 | 242 | 5,24 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 6.986 | 20,12 | 1.020 | 25,96 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 92.702 | 0,06 | 13.529 | 4,93 | ||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 1.724 | 252 | ||||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 3.341 | 1,67 | 488 | 6,56 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 403 | 59 | ||||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 5.065 | 705 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 12.303 | 0,62 | 1.795 | 5,53 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 27.084 | 57,40 | 4 | 50,00 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 6.460 | 4,79 | 957 | 0,31 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 6.858 | 1.001 | ||||||
| 2026-05-11 | 13F | American Money Management, LLC | 45.518 | 1,49 | 6.643 | 6,43 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 74.600 | 68,78 | 10.887 | 77,02 | |||
| 2026-05-29 | 13F | Keel Point, LLC | 2.515 | 0,08 | 367 | 5,16 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 52.469 | 0,23 | 8 | 0,00 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 370 | 54 | ||||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 50.894 | 0,69 | 7.427 | 5,60 | ||||
| 2026-04-21 | 13F | Creekside Partners | 3.126 | 0,32 | 456 | 5,31 | ||||
| 2026-05-13 | 13F/A | MWA Asset Management | 5.581 | 2,82 | 815 | 7,81 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 1.696 | 251 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 16.675 | 6,59 | 2.434 | 11,81 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 5.558 | 9,32 | 811 | 14,71 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 19.921 | 4,19 | 2.772 | 3,55 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 91.692 | 9,21 | 13.382 | 14,52 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 17.335 | 2.530 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 13.156 | 25.141 | 6,75 | |||||
| 2026-04-30 | 13F | Csenge Advisory Group | 3.933 | 0,79 | 574 | 5,72 | ||||
| 2026-04-30 | 13F | Cooksen Wealth, LLC | 12.399 | 1,88 | 1.810 | 6,85 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 42.688 | 35,03 | 6.230 | 41,60 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 69.400 | 27,57 | 10.128 | 33,79 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 3.200 | 467 | |||||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 2.074 | 0,10 | 303 | 4,86 | ||||
| 2026-05-14 | 13F | Andrews Advisory Associates, LLC | 2.978 | 0,03 | 435 | 4,83 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 3.280 | 102,47 | 479 | 112,44 | ||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 4.491 | 17,41 | 655 | 23,12 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 226 | 0,89 | 33 | 3,23 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 1.756 | 256 | ||||||
| 2026-05-11 | 13F | Bailard, Inc. | 1.806 | 13,37 | 264 | 19,00 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 3.678 | 11,59 | 537 | 17,03 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 956 | 35,41 | 140 | 41,84 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 2.753 | 16,70 | 402 | 14,57 | ||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 15.499 | 0,25 | 2.157 | 0,28 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 1.838 | 3,96 | 268 | 8,94 | ||||
| 2026-05-13 | 13F | McDonough Capital Management, Inc | 2.064 | 0,58 | 301 | 5,61 | ||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 3.322 | 0,09 | 485 | 4,99 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 1.559 | 0,19 | 232 | 6,94 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 1.975 | 0,61 | 291 | 6,23 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 616 | 0,65 | 90 | 4,71 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 7.938 | 0,01 | 1.159 | 4,89 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 7.070 | 1,43 | 1.032 | 6,40 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 4.682 | 683 | ||||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 7.447 | 2,25 | 1.076 | 6,22 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 25.272 | 6,96 | 3.688 | 12,20 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 13.012 | 1.899 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 21.748 | 17,30 | 3.172 | 22,91 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 6.928 | 0,01 | 1.011 | 4,98 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 11.364 | 3,41 | 1.658 | 8,44 | ||||
| 2026-05-14 | 13F | Advisory Research Inc | 2.164 | 24,15 | 316 | 30,17 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 235 | 34 | ||||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 2.042 | 0,10 | 298 | 5,30 | ||||
| 2026-04-15 | 13F | Stanich Group LLC | 1.407 | 205 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 15.600 | 77,27 | 2.277 | 85,95 | |||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 16.529 | 0,27 | 2.412 | 5,14 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 152.147 | 58,61 | 22.204 | 66,35 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 25.610 | 5,40 | 3.738 | 10,53 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 5.820 | 7,18 | 849 | 12,45 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 2.661 | 0,08 | 388 | 4,86 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 14.443 | 422,35 | 2.108 | 448,70 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 39.809 | 6,54 | 5.810 | 11,73 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 807 | 707,00 | 118 | 800,00 | ||||
| 2026-02-17 | 13F | Roehl & Yi Investment Advisors, LLC | 0 | 0 | ||||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 1.399 | 204 | ||||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 2.448 | 0,25 | 357 | 5,31 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 14.821 | 1.176,57 | 2.163 | 1.242,86 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 1.139.462 | 11,86 | 166.297 | 17,31 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 992.290 | 25,33 | 144.815 | 31,44 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 15.028 | 0,21 | 2.193 | 5,13 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 3.448 | 4,36 | 503 | 9,59 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 4.626 | 0,13 | 675 | 5,14 | ||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 22.883 | 3 | ||||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 355 | 255,00 | 52 | 292,31 | ||||
| 2026-05-15 | 13F | Peterson Wealth Management | 621 | 91 | ||||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 3.159 | 81,76 | 461 | 91,29 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 9.862 | 120,68 | 1.462 | 132,64 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 17.775 | 4,98 | 2.594 | 10,10 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 2.640 | 66,04 | 385 | 74,21 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 2.203 | 0,27 | 329 | -2,38 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 280.240 | 1,80 | 40.898 | 6,76 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 30.056 | 0,13 | 4.386 | 5,00 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 6.850 | 0,37 | 1.000 | 5,27 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 5.904 | 2,82 | 862 | 7,76 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 4.725 | 8,50 | 690 | 13,70 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 110.265 | 21,74 | 16.092 | 27,67 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 15.536 | 0,06 | 2.267 | 4,95 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 14.883 | 2,27 | 2.172 | 7,26 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 182.040 | 0,05 | 26.567 | 4,92 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 650 | 25,00 | 90 | 25,00 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 193 | 28 | ||||||
| 2026-05-06 | 13F | Zhang Financial LLC | 8.747 | 0,17 | 1.277 | 5,02 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 366 | 53 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 3.656 | 17,14 | 545 | 25,35 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 106.049 | 1,54 | 15.477 | 6,49 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 9.674 | 3,87 | 1.412 | 8,87 | ||||
| 2026-05-11 | 13F | Westco Advisory Services Inc /adv | 4.012 | 0,50 | 586 | 5,41 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 1.825 | 266 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 1.474 | 215 | ||||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 3.993 | 0,58 | 583 | 5,43 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 4 | 1 | ||||||
| 2026-05-06 | 13F | Sentinus, LLC | 24.237 | 3.537 | ||||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 4.392 | 10,05 | 641 | 15,32 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.199.849 | 5,93 | 321.046 | 11,10 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 2.845 | 0,07 | 415 | 5,06 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 1.085 | 43,33 | 158 | 50,48 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 4.591 | 202,44 | 670 | 217,54 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 2.017 | 294 | ||||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 15.020 | 7,15 | 2.192 | 12,41 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 10.972 | 0,11 | 1.601 | 4,98 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 10.244 | 0,08 | 1.495 | 4,92 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 1.430 | 209 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 5.478 | 0,20 | 799 | 5,13 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 11.992 | 12,72 | 1.750 | 18,24 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 553 | 81 | ||||||
| 2026-05-07 | 13F | Key Capital Management, INC | 411 | 60 | ||||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 24.530 | 4 | ||||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 8.702 | 0,60 | 1.270 | 0,08 | ||||
| 2026-05-05 | 13F | Prairie Wealth Advisors, Inc. | 0 | 428 | 5,43 | |||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 1.393 | 203 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 4.284 | 8,32 | 625 | 13,64 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 5.900 | 0,03 | 861 | 4,88 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 52.658 | 1,49 | 7.687 | 6,44 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 1.908 | 278 | ||||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 52.234 | 1,16 | 7.623 | -1,05 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 54.537 | 0,58 | 7.959 | 5,49 | ||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 1.424 | 208 | ||||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 3.104 | 0,29 | 453 | 5,35 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 2.016 | 0,20 | 294 | 5,00 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 25.080 | 5,55 | 3.660 | 10,71 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 2.425 | 1,63 | 354 | 6,33 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 16.882 | 746,64 | 2.464 | 789,17 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 2.556 | 7,30 | 373 | 12,39 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 27.786 | 1,86 | 4.055 | 6,82 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 85.447 | 3,26 | 12.475 | 8,38 | ||||
| 2026-04-10 | 13F | Country Trust Bank | 184 | 27 | ||||||
| 2026-04-16 | 13F | Global Wealth Management, LLC | 1.470 | 0,55 | 214 | 5,42 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 2.640 | 385 | ||||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 268 | 0,37 | 39 | 5,41 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 12.769 | 1,19 | 1.864 | 6,09 | ||||
| 2026-05-11 | 13F | Shoker Investment Counsel, Inc. | 1.601 | 0,19 | 234 | 4,95 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 9.747 | 2,99 | 1.422 | 7,97 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 1.478 | 1,37 | 213 | 3,92 | ||||
| 2026-04-15 | 13F | City Holding Co | 1.881 | 37,10 | 275 | 44,21 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 844 | 117 | ||||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 3.080 | 0,62 | 449 | 5,40 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 3.600 | 0,59 | 525 | 5,42 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 2.444 | 44,62 | 357 | 51,49 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 1.037 | 151 | ||||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 10.277 | 347,21 | 1.500 | 369,91 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Call | 1.800 | 263 | |||||
| 2026-04-21 | 13F | Sunpointe, LLC | 5.826 | 850 | ||||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 1.418 | 207 | ||||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 2.847 | 0,18 | 416 | 5,06 | ||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 6.359 | 928 | ||||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 4.797 | 6,32 | 700 | 11,64 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 9.662 | 0,07 | 1.410 | 4,99 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 4.662 | 21,91 | 680 | 27,82 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 3.535 | 3,85 | 516 | 8,88 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 5.707 | 0,49 | 833 | 5,32 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 51.361 | 2,58 | 7.496 | 7,58 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 94.797 | 3,50 | 13.835 | 8,54 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 782.740 | 1,46 | 114.233 | 6,28 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 2.514 | 367 | ||||||
| 2026-05-13 | 13F | Corsicana & Co. | 59.010 | 1,17 | 8.006 | -1,37 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 6.070 | 0,41 | 886 | 5,23 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 8.640 | 0,16 | 1.261 | 5,00 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 4.547 | 3,96 | 664 | 9,05 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 2.386 | 5,06 | 348 | 10,13 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 3.132 | 6,13 | 457 | 11,46 | ||||
| 2026-05-14 | 13F | ASB Consultores, LLC | 2.391 | 17,09 | 355 | 18,73 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 54.265 | 2,84 | 7.919 | 7,84 | ||||
| 2026-05-13 | 13F | Dickmeyer Boyce Financial Management, Inc. | 5.497 | 802 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 39.851 | 0,62 | 5.816 | 5,52 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 117 | 17 | ||||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 2.168 | 42,82 | 302 | 59,26 | ||||
| 2026-05-05 | 13F | Financial Concepts Unlimited, Inc. | 1.415 | 207 | ||||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 2.689 | 0,41 | 392 | 5,38 | ||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 368.501 | 4,14 | 53.779 | 9,21 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 3.938 | 575 | ||||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 3.956 | 21,02 | 577 | 27,09 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 5.534 | 1,30 | 808 | 6,18 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 71.408 | 146,25 | 10.421 | 158,27 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 586 | 86 | ||||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 970 | 0,10 | 142 | 5,22 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 25.272 | 6,96 | 3.688 | 12,20 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 70.901 | 4,49 | 10.347 | 9,58 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 1.400 | 204 | ||||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 8.777 | 0,09 | 1.281 | 4,92 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2.026 | 296 | ||||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 2.847.021 | 2,10 | 415.494 | 7,08 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 25.708 | 0,37 | 3.752 | 5,25 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 17.740 | 9,13 | 2.589 | 14,46 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 4.577 | 0,09 | 667 | 4,87 | ||||
| 2026-04-20 | 13F | New Hampshire Trust | 3.775 | 1,78 | 551 | 6,59 | ||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 3.861 | 0,26 | 569 | 6,36 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 14.212 | 0,72 | 1.978 | 0,05 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 71.445 | 14,17 | 10.427 | 19,73 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 22.725 | 228,16 | 3.316 | 244,34 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 1.047 | 0,58 | 153 | 4,83 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 3.001 | 0,57 | 438 | 5,30 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 10.653 | 0,08 | 1.555 | 4,93 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 20 | 3 | ||||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 150 | 22 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 37.232 | 5,90 | 5.434 | 11,06 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 5.951 | 0,02 | 868 | 4,83 | ||||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 30.480 | 0,57 | 4.448 | 5,48 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 1.233 | 0,41 | 180 | 5,29 | ||||
| 2026-04-09 | 13F | Kwmg, Llc | 4.488 | 1,08 | 655 | 6,00 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 10.438 | 1.560 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 78.058 | 1,18 | 11.392 | 6,10 | ||||
| 2026-01-20 | 13F | Arvest Investments, Inc. | 0 | 0 | ||||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 6.510 | 0,26 | 950 | 5,20 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 5.772 | 3,16 | 803 | 5,80 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 869 | 0,58 | 127 | 5,00 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 1.240 | 181 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 5.050 | 737 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 86.766 | 7,74 | 12.663 | 12,98 | ||||
| 2026-04-17 | 13F | Elk River Wealth Management, LLC | 422.523 | 0,19 | 61.663 | 5,40 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 24.635 | 11,80 | 3.428 | 11,12 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 3.018 | 0,07 | 420 | -0,71 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 9.508 | 0,58 | 1.388 | 5,48 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 3.308 | 5,42 | 483 | 10,55 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 3.786 | 0,32 | 552 | 4,15 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 2.748 | 0,59 | 401 | 5,53 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 4.416 | 0,41 | 645 | 5,23 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 5.244 | 397 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 24.762 | 15,07 | 3.614 | 20,67 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 2.183 | 0,05 | 319 | 4,95 | ||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 17.264 | 20,37 | 2.520 | 26,27 | ||||
| 2026-05-08 | 13F | Fund Evaluation Group, LLC | 89.489 | 13.060 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 1.820 | 266 | ||||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 2.139 | 1,52 | 312 | 6,48 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 87.295 | 140,87 | 12.691 | 151,76 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 2.480 | 0,61 | 362 | 5,25 | ||||
| 2026-05-13 | 13F | GKV Capital Management Co., Inc. | 1.000 | 136 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 44.035 | 1,99 | 6.442 | 4,89 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 9.194 | 2,17 | 1.380 | 4,55 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 4.417 | 19,51 | 645 | 25,29 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 10.609 | 0,34 | 1.548 | 5,23 | ||||
| 2026-05-13 | 13F | Private Wealth Advisors, LLC | 4.442 | 0,29 | 648 | 5,19 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 2.587 | 5,59 | 360 | 4,96 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 6.245 | 5,12 | 911 | 10,29 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 100 | 15 | ||||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 6.149 | 0,03 | 897 | 4,91 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 1.851 | 270 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1.137 | 1,25 | 166 | 5,77 | ||||
| 2026-05-05 | 13F | Torrey-Payne Wealth Management, LLC | 36.799 | 1,09 | 5.370 | 0,56 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 11.033 | 0,30 | 1.610 | 5,23 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 10 | 1 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 5.585 | 1 | ||||||
| 2026-05-06 | 13F | Kitching Partners, Llc | 65.205 | 6,74 | 9.516 | 11,95 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 5.421 | 18,05 | 791 | 23,98 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 1.786 | 0,17 | 261 | 4,84 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 253.134 | 15,22 | 36.942 | 20,83 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 6.400 | 934 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 3.459 | 11,22 | 505 | 16,67 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 30.135 | 0,52 | 4.398 | 5,39 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 486.196 | 6,36 | 70.255 | 10,44 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 7.133 | 0,56 | 993 | -0,10 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 11.673 | 0,58 | 1.704 | 5,45 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 18.927 | 13,83 | 2.762 | 19,36 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 3.043 | 7,49 | 444 | 12,98 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 144.431 | 7,77 | 20.110 | 7,82 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 7.462 | 0,43 | 1.089 | 5,32 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 4.358 | 0,07 | 636 | 5,12 | ||||
| 2026-05-05 | 13F | Good Harbor Advisors, Inc. | 17.323 | 5,71 | 2.528 | 10,88 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 8.744 | 10,96 | 1.276 | 16,42 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 1.434 | 209 |
