Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in World Gold Trust - SPDR Gold MiniShares Trust eröffnet haben, gehören Signature Estate & Investment Advisors Llc, SBI Okasan Asset Management Co.Ltd., Regents Of The University Of California, My Portfolio Guide, LLC, Quent Long Short Global Small Cap Fund, LP, WealthNavi Inc., Roan Capital Partners, Vestmark Advisory Solutions, Inc., Claro Advisors LLC, Apriem Advisors, LifeGoal Wealth Advisors, Fidelis Capital Partners, LLC, WNY Asset Management, LLC, Advisor OS, LLC, Hegarty Advisors, LLC, Nicolet Bankshares Inc, Delaware Management Holdings, Inc., Nvest Financial, LLC, Vista Finance, Llc, und Legacy Solutions, Llc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 16.754 | 43,70 | 1.430 | 60,49 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 1.628.261 | 47,81 | 150.923 | 60,48 | ||||
| 2026-05-11 | 13F | Mattson Financial Services, LLC | 22.758 | 55,99 | 2.109 | 69,40 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 20 | 17,65 | 0 | |||||
| 2026-05-06 | 13F | Aspetuck Financial Management LLC | 28.710 | 1,47 | 2.661 | 10,19 | ||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 257.179 | 0,81 | 23.838 | 9,46 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 113.386 | 19,75 | 10.369 | 20,67 | ||||
| 2026-05-15 | 13F | Towarzystwo Funduszy Inwestycyjnych Pzu Sa | 4.150 | 18,57 | 385 | 28,86 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 214.228 | 0,77 | 19.857 | 9,41 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 304 | 28 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 690 | 64 | ||||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 5.843 | 9,36 | 542 | 18,64 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 28.787 | 1,02 | 2.668 | 9,70 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 70.747 | 7,02 | 6.558 | 16,20 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 227 | 21 | ||||||
| 2026-05-11 | 13F | Destiny Capital Corp/CO | 12.464 | 19,98 | 1.155 | 30,36 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 210 | 100,00 | 19 | 137,50 | ||||
| 2026-05-07 | 13F | Managed Asset Portfolios, Llc | 100.331 | 0,03 | 9.300 | 8,61 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 3.029 | 281 | ||||||
| 2026-04-30 | 13F | Indivisible Partners | 3.275 | 4,53 | 304 | 13,48 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 2.726 | 3,61 | 253 | 12,50 | ||||
| 2026-04-28 | 13F | Nvest Financial, LLC | 10.450 | 969 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 4.740 | 6,61 | 439 | 15,83 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 2.265 | 210 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 39.354 | 1.243,14 | 3.648 | 1.358,80 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 2.946 | 273 | ||||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 10.572 | 40,18 | 903 | 56,60 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 2.586 | 42,87 | 240 | 55,19 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 2.764 | 0 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 2.353.509 | 218.147 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 817.316 | 1,48 | 75.757 | 10,19 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 13.773 | 219,11 | 1.277 | 247,68 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 109.897 | 3,39 | 10.186 | 12,25 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1.064.169 | 16,99 | 98.638 | 27,02 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 1.009 | 769,83 | 94 | 933,33 | ||||
| 2026-04-29 | 13F | Standard Life Aberdeen plc | 14.880 | 126,79 | 1.379 | 146,25 | ||||
| 2026-04-21 | 13F | Maseco Llp | 1.394 | 129 | ||||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 27.739 | 13,37 | 2.571 | 23,13 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 49.124 | 48,11 | 4.553 | 60,83 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 7.590 | 23,58 | 716 | 36,45 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 2.269 | 210 | ||||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 303 | 236,67 | 28 | 300,00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 54 | 381,82 | ||||||
| 2026-05-15 | 13F | Delaware Management Holdings, Inc. | 15.233 | 1.412 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 19.363 | 96,04 | 1.795 | 112,81 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 69.573 | 0,02 | 6.449 | 8,59 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 33.250 | 0,82 | 3.082 | 9,45 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 2.250 | 209 | ||||||
| 2026-05-15 | 13F | Nissay Asset Management Corp /japan/ /adv | 839.269 | 35,60 | 77.792 | 47,23 | ||||
| 2026-05-12 | 13F | Vaughan David Investments Inc/il | 26.600 | 2 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 792 | 810,34 | 73 | 942,86 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 11.807 | 10,58 | 1.098 | 20,42 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 23.106 | 76,07 | 2.142 | 91,16 | ||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.805.066 | 9,10 | 167.312 | 18,45 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 118.365 | 4,65 | 10.971 | 13,62 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 771 | 71 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 581.505 | 8,98 | 53.900 | 18,33 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 155 | 14 | ||||||
| 2026-05-12 | 13F | Teachers Insurance & Annuity Association Of America | 1.085 | 101 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 8.222 | 14,04 | 762 | 23,90 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 488.913 | 4,95 | 45.317 | 13,95 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 3.734 | 5,96 | 358 | 11,88 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 30.223 | 26,74 | 2.801 | 37,64 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 6.891 | 8,30 | 639 | 17,50 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 11.033 | 32,56 | 1.023 | 43,94 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 5.794 | 537 | ||||||
| 2026-05-18 | 13F | Graney & King, LLC | 9 | 1 | ||||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 30.232 | 32,66 | 2.802 | 44,06 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 648 | 60 | ||||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 176.274 | 15.049 | ||||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 150 | 14 | ||||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 546 | 51 | ||||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 57.099 | 6,48 | 5.293 | 15,62 | ||||
| 2026-04-30 | 13F | Resona Asset Management Co.,Ltd. | 3.236.300 | 45,15 | 289.066 | 51,11 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 7.499 | 15,39 | 695 | 25,45 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 2.520 | 4,48 | 234 | 13,66 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 2.290 | 212 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 11.961 | 61,50 | 1.109 | 75,32 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 4.010 | 372 | ||||||
| 2026-04-23 | 13F | Ami Asset Management Corp | 5.069 | 470 | ||||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 215 | 20 | ||||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 3.110 | 7,09 | 288 | 16,60 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 25.566 | 3,20 | 2.370 | 12,06 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 5.197 | 482 | ||||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 2.972 | 275 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 114.043 | 28,87 | 10.571 | 39,93 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 19.242 | 1,15 | 1.784 | 9,79 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 100 | 9 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 17.777 | 1.687 | ||||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 6.346 | 13,34 | 588 | 23,27 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 27.066 | 2.509 | ||||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 43.928 | 2,09 | 4.072 | 10,84 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 26.761 | 196,16 | 2.480 | 221,66 | ||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 8.727 | 24,65 | 809 | 35,34 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 38.379 | 18,46 | 3.557 | 28,64 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 365 | 35,19 | 34 | 43,48 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 8.085 | 4,35 | 749 | 13,31 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 401.802 | 0,77 | 37.243 | 9,41 | ||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 4.963 | 13,36 | 0 | |||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 2.828 | 262 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 9.505.554 | 20,11 | 881.070 | 30,41 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 20.017 | 9,45 | 1.855 | 18,83 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1.038 | 6,24 | 96 | 24,68 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 126.440 | 75,10 | 11.720 | 90,12 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 18.425 | 36,44 | 1.708 | 25,70 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 6.605 | 266,94 | 623 | 306,54 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 12.572 | 6,01 | 1.165 | 15,12 | ||||
| 2026-05-11 | 13F | Pecaut & Co. | 22.252 | 4,07 | 2.063 | 12,99 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 3.582 | 332 | ||||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 24.768 | 2.296 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 865.251 | 6,08 | 73.870 | 6,08 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 2.163 | 200 | ||||||
| 2026-05-14 | 13F | Entrewealth, Llc | 73.656 | 9,51 | 6.827 | 3,52 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 7.542 | 699 | ||||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 6.968 | 5,56 | 595 | 17,86 | ||||
| 2026-05-04 | 13F | Nwam Llc | 15.883 | 7,38 | 1.472 | -0,47 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 6.328 | 12,96 | 569 | 11,57 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 7.803 | 2,66 | 1 | |||||
| 2026-04-22 | 13F | Hofer & Associates. Inc | 2.541 | 2,09 | 236 | 10,85 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 25.011 | 2.359 | ||||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 5.212 | 38,80 | 483 | 50,94 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 252 | 23 | ||||||
| 2026-04-28 | 13F | China Universal Asset Management Co., Ltd. | 349.700 | 69,59 | 32.414 | 84,13 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3.022.407 | 0,99 | 280.147 | 9,65 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 7.090 | 3,53 | 657 | 12,50 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 18.598 | 2,59 | 1.724 | 11,38 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 23.713 | 6,23 | 2.198 | 15,33 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 5.593 | 0,25 | 518 | 8,82 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 6.313 | 105,50 | 585 | 123,28 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 112.332 | 2.805,64 | 10.593 | 3.109,70 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 74.587 | 7,37 | 7.014 | 18,36 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 203.402 | 18.846 | ||||||
| 2026-04-01 | 13F | Bangor Savings Bank | 468.008 | 6,59 | 43.380 | 15,73 | ||||
| 2026-04-17 | 13F | Forbes Financial Planning, Inc. | 53.746 | 6,68 | 4.982 | 15,81 | ||||
| 2026-04-28 | 13F | SBI Okasan Asset Management Co.Ltd. | 1.849.410 | 165.189 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 2.222 | 206 | ||||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 13.601 | 1,17 | 1.261 | 9,85 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 40 | 100,00 | 4 | 200,00 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 16.493 | 97,76 | 1.555 | 118,71 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 60.572 | 90,30 | 5.614 | 106,62 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 90.138 | 21,54 | 8.355 | 31,95 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 210.028 | 9,39 | 19.467 | 18,77 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 70.908 | 6.572 | ||||||
| 2026-05-05 | 13F | Regions Financial Corp | 4.719 | 0,88 | 437 | 9,52 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 4.401 | 16,83 | 415 | 29,28 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 45.448 | 12,07 | 4.213 | 21,70 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 601 | 56 | ||||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 36.785 | 22,93 | 3.410 | 33,48 | ||||
| 2026-05-15 | 13F | Copley Financial Group, Inc. | 164.903 | 56,14 | 15.285 | 69,54 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 2.214 | 475,06 | 205 | 540,63 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 11.352 | 2,02 | 1.052 | 10,85 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 928 | 86 | ||||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 2.261 | 210 | ||||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 7.335 | 33,24 | 680 | 44,78 | ||||
| 2026-05-14 | 13F | Seven Post Investment Office LP | 70.501 | 2,01 | 6.535 | 10,75 | ||||
| 2026-05-15 | 13F | Brown Financial Advisors | 28.995 | 9,50 | 2.688 | 18,89 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 38 | 4 | ||||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 1.603.510 | 4,27 | 148.629 | 13,21 | ||||
| 2026-05-15 | 13F | State Street Corp | 3.493.932 | 13,96 | 323.853 | 23,73 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 68.561 | 25,42 | 6.355 | 36,18 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 5.827 | 11,46 | 540 | 21,08 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 3.616 | 10,89 | 335 | 20,50 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 225.615 | 11,64 | 20.912 | 21,21 | ||||
| 2026-05-06 | 13F | Astra Wealth Partners LLC | 3.673 | 340 | ||||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 2.623 | 243 | ||||||
| 2026-04-30 | 13F | Main Street Research LLC | 469.451 | 1,54 | 43.513 | 10,25 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 51 | 121,74 | 5 | 300,00 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 4.102 | 380 | ||||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 8.785 | 750 | ||||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 6.861 | 667 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 2.690 | 252 | ||||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 3.913 | 20,77 | 363 | 31,16 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 24.855 | 2,66 | 2.304 | 11,47 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 21.082 | 46,95 | 1.954 | 59,64 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 15.512 | 165,66 | 1.438 | 188,55 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 167.586 | 4,01 | 15.534 | 12,93 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 14.923 | 0,09 | 1.383 | 8,73 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 173.345 | 4,27 | 16.067 | 13,20 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 2.957 | 276 | ||||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 15.266 | 1.415 | ||||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 2.215 | 205 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 458.522 | 29,58 | 42.500 | 40,69 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 3.014 | 11,96 | 279 | -2,45 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 2.743 | 254 | ||||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 20 | 2 | ||||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 2.440 | 226 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 740.271 | 11,50 | 68.616 | 21,06 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 3.658 | 10,85 | 339 | 20,64 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 3.245 | 10,19 | 301 | 19,52 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 19.768 | 43,02 | 1.832 | 38,06 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 151.200 | 2.506,90 | 14.015 | 2.731,11 | ||||
| 2026-04-30 | 13F | Barnett & Company, Inc. | 3.576 | 0,45 | 331 | 9,24 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 56.736 | 5.259 | ||||||
| 2026-05-14 | 13F | Apriem Advisors | 52.729 | 4.887 | ||||||
| 2026-05-08 | 13F | Quantify Chaos Advisors, Llc | 13.264 | 0,92 | 1.229 | 9,54 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 8.415 | 10,84 | 1 | -100,00 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 96.596 | 7,67 | 8.953 | 16,91 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 48.756 | 517,71 | 4.519 | 571,47 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 3.326 | 0,64 | 308 | 9,22 | ||||
| 2026-05-04 | 13F | Hillsdale Investment Management Inc. | 41 | 46,43 | 4 | 50,00 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 24.065 | 151,83 | 2.231 | 173,62 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 53.300 | 8,98 | 4.940 | 18,32 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 62.725 | 14,80 | 5.814 | 24,64 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 304 | 94,87 | 0 | |||||
| 2026-05-13 | 13F | Hollow Brook Wealth Management LLC | 1.220.485 | 0,15 | 113.127 | 8,74 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 2.420 | 224 | ||||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 5.547 | 22,23 | 514 | 32,82 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 129.831 | 1,04 | 12.034 | 9,71 | ||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 1.367 | 314,24 | 127 | 350,00 | ||||
| 2026-04-28 | 13F | Family CFO Inc | 4.684 | 434 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 1.075 | 30,30 | 100 | 41,43 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 34 | 3 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 89.255 | 2,16 | 8.273 | 10,93 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 84.600 | 7.842 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 655.124 | 5,96 | 60.723 | 15,04 | ||||
| 2026-02-13 | 13F | LFG Wealth Partners, LLC | 2.896 | 247 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.586.932 | 18,82 | 147.093 | 29,01 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 64 | 128,57 | 6 | 150,00 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 20.790 | 1.927 | ||||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 332.700 | 9,91 | 30.838 | 19,33 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 3.137 | 1,85 | 291 | 10,69 | ||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 6.486 | 14,86 | 601 | 24,69 | ||||
| 2026-05-28 | 13F/A | Regents Of The University Of California | 1.438.678 | 133.351 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 265 | 25 | ||||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 2.207 | 205 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 3.079 | 0,13 | 285 | 8,78 | ||||
| 2026-05-05 | 13F | Blue Water Asset Management | 3.736 | 1,08 | 346 | 9,84 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 226 | 21 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 481.492 | 38,76 | 18.450 | -37,72 | ||||
| 2026-04-28 | 13F | Oversea-Chinese Banking CORP Ltd | 676.633 | 3,13 | 62.717 | 11,97 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 146.357 | 382,26 | 3.461 | 33,59 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 21.255 | 0,09 | 1.970 | 8,72 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 58.835 | 5.453 | ||||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 340.943 | 170,32 | 31.602 | 193,50 | ||||
| 2026-04-14 | 13F | Corecam Pte. Ltd. | 8.240 | 92,97 | 764 | 109,62 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 91.113 | 38,50 | 8.445 | 50,37 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 3.126 | 290 | ||||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 5.258 | 6,09 | 487 | 15,13 | ||||
| 2026-04-15 | 13F | City Holding Co | 281 | 4,07 | 26 | 13,04 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 2.508 | 232 | ||||||
| 2026-05-13 | 13F | Pitcairn Wealth Advisors LLC | 85.742 | 2,50 | 7.320 | 2,51 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 303.017 | 1,47 | 25.869 | 117.481,82 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 19.358 | 1.794 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 720.395 | 12.720,70 | 64.814 | 12.608,43 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 14.824 | 7,58 | 1.374 | 16,84 | ||||
| 2026-04-13 | 13F | Arwa Llc | 4.781 | 43,06 | 451 | 58,25 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 12.335 | 19,96 | 1.143 | 30,33 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 8.300 | 9,01 | 769 | 18,31 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 61.738 | 12,17 | 5.723 | 21,80 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 64.085 | 7,38 | 5.940 | 16,58 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 15.930 | 5,02 | 1 | 0,00 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 17.530 | 11,98 | 1.625 | 21,56 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 2.965 | 275 | ||||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 2.010 | 186 | ||||||
| 2026-05-14 | 13F | Frederick Financial Consultants, LLC | 15.145 | 0,73 | 1.404 | 9,35 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 1.117.518 | 37,61 | 104 | 49,28 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 3.072 | 285 | ||||||
| 2026-05-08 | 13F | CMC Financial Group | 6.400 | 593 | ||||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 42.796 | 16,10 | 3.967 | 26,06 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 11.998 | 0,23 | 1.112 | 8,91 | ||||
| 2026-05-07 | 13F | Element Pointe Advisors, Llc | 93.799 | 1,21 | 8.694 | 9,88 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 14.350 | 2,05 | 1.330 | 10,83 | ||||
| 2026-05-05 | 13F | Bcm Advisors, Llc | 18.793 | 139,28 | 1.680 | 116,93 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 6.823 | 632 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 14.763 | 0,74 | 1.368 | 8,74 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 640.580 | 0,77 | 60.406 | 11,31 | ||||
| 2026-04-07 | 13F | Legacy Solutions, Llc | 9.803 | 909 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 76.278 | 7.070 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 8.789 | 12.637,68 | 792 | 11.214,29 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 2.503 | 31,60 | 232 | 42,59 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 18.594.406 | 1,13 | 1.723.515 | 9,80 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 33.515 | 25,89 | 3.107 | 36,71 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 6.761 | 627 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 109.574 | 10.156 | ||||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 534 | 49 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 8.546 | 8,18 | 792 | 17,51 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 24.011 | 0,36 | 2.226 | 21,65 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 37.416 | 42,85 | 3.468 | 55,10 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 104.119 | 2,89 | 9.651 | 11,72 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 3.902 | 1,69 | 362 | 10,40 | ||||
| 2026-05-04 | 13F | Paragon Advisors, LLC | 4.033 | 7,89 | 374 | 16,93 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 20.930 | 1.940 | ||||||
| 2026-04-21 | 13F | WealthNavi Inc. | 97.779 | 9 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 90.829 | 24,37 | 8.115 | 30,16 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 8.051 | 20,87 | 687 | 34,97 | ||||
| 2026-04-17 | 13F | Verde Servicos Internacionais S.A. | 595.207 | 62,48 | 55 | 77,42 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 63.555 | 4,87 | 5.891 | 13,86 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 49.963 | 1,11 | 4.631 | 9,79 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 3.468 | 14,57 | 321 | 24,42 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 8.978 | 36,30 | 832 | 48,04 | ||||
| 2026-05-15 | 13F | Compass Wealth Management, LLC/GA | 72.237 | 9,41 | 6.696 | 18,79 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 4.637 | 40,18 | 430 | 52,13 | ||||
| 2026-05-15 | 13F | Fmr Llc | 14.038 | 15,64 | 1.301 | 25,58 | ||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 394.869 | 11,58 | 36.600 | 21,14 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 177.085 | 0,46 | 16.414 | 9,07 | ||||
| 2026-05-08 | 13F | AMJ Financial Wealth Management | 95.394 | 0,57 | 8.842 | 9,20 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 12.688 | 89,29 | 1.176 | 105,59 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 16.030 | 20,84 | 1.486 | 31,18 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 28.044 | 599,53 | 2.599 | 659,94 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 134.223 | 0,72 | 12.441 | 9,36 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 30.542 | 20,53 | 2.831 | 30,84 | ||||
| 2026-04-10 | 13F | Novem Group | 4.581 | 8,14 | 425 | 17,45 | ||||
| 2026-05-14 | 13F | Ssi Investment Management Llc | 50.910 | 4.719 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 2.866 | 1,99 | 266 | 10,88 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 27.578 | 1,74 | 2.556 | 10,46 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 126 | 12 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 2.970 | 275 | ||||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 198 | 18 | ||||||
| 2026-05-11 | 13F | Sargent Investment Group, LLC | 23.625 | 1,00 | 2.190 | 9,67 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 53.559 | 3,13 | 4.964 | 11,98 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 2.285 | 212 | ||||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 18.973 | 28,39 | 1.759 | 39,41 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 268 | 288,41 | 25 | 380,00 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 5.951.012 | 1,41 | 551.599 | 10,10 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 8.055 | 103,61 | 747 | 121,36 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 4.193 | 389 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 6.829 | 41,04 | 633 | 53,03 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 81 | 80,00 | 8 | 133,33 | ||||
| 2026-05-14 | 13F | RM Financial Services, LLC | 115.281 | 2,77 | 10.685 | 11,59 | ||||
| 2026-01-29 | 13F | Comerica Bank | 81.670 | 8,40 | 6.972 | 21,06 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 22.470 | 1,10 | 1.918 | 12,89 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 15.179 | 6,73 | 1.407 | 15,82 | ||||
| 2026-05-14 | 13F | Public Employees Retirement System Of Ohio | 1.516.600 | 2.166,97 | 140.574 | 2.361,44 | ||||
| 2026-05-15 | 13F | Stansberry Asset Management, Llc | 93.782 | 27,07 | 8.693 | 37,97 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 83.030 | 213,31 | 7.696 | 240,23 | ||||
| 2026-05-05 | 13F | Excalibur Management Corp | 2.183 | 202 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 18.150 | 98,73 | 2 | |||||
| 2026-04-15 | 13F | Roan Capital Partners | 80.830 | 7.492 | ||||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 72.228 | 3,70 | 6.695 | 12,58 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 4.774 | 39,14 | 443 | 51,37 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 13.722 | 3,30 | 1.272 | 12,18 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 5.083 | 471 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 17 | 2 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 70 | 0 | ||||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 12.531 | 32,65 | 1.162 | 44,04 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 2.649 | 246 | ||||||
| 2026-05-05 | 13F | Eukles Asset Management | 4 | 33,33 | 0 | |||||
| 2026-05-15 | 13F | JT Stratford LLC | 10.991 | 7,89 | 1.019 | 17,15 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 49.521 | 135,37 | 4.590 | 155,57 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 33.823 | 0,48 | 3.135 | 9,12 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 115.033 | 21,87 | 10.662 | 32,33 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 16.701 | 4,05 | 1.426 | 16,14 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 5.951 | 34,52 | 552 | 46,15 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 18.581 | 11,06 | 1.722 | 20,59 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 3.573 | 16,73 | 331 | 26,82 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 3.000 | 278 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 3.946 | 36,97 | 366 | 48,98 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 7.472.647 | 1,33 | 692.640 | 10,02 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 10.714 | 2,60 | 993 | 11,45 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 340 | 0 | ||||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 2.184 | 202 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 30.145 | 75,50 | 2.794 | 90,59 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 19.249 | 4,23 | 1.784 | 13,20 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 11.273 | 5,53 | 1.045 | 14,60 | ||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 5.840 | 2,73 | 1 | |||||
| 2026-05-04 | 13F | Archer Investment Corp | 235 | 571,43 | 22 | 950,00 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 1.078 | 100 | ||||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 3.736 | 346 | ||||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 27 | 3 | ||||||
| 2026-05-11 | 13F | CacheTech Inc. | 13.617 | 12,42 | 1.262 | 22,05 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 9.118 | 2,22 | 845 | 11,04 | ||||
| 2026-04-14 | 13F | Valicenti Advisory Services Inc | 20.008 | 16,45 | 2 | 0,00 | ||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 4.495 | 10,85 | 417 | 20,23 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 50.506 | 3,12 | 4.681 | 11,27 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 102.029 | 1,36 | 8.710 | 13,19 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 6.873 | 637 | ||||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 2.947 | 2,08 | 273 | 10,98 | ||||
| 2026-04-28 | 13F | Timber Creek Capital Management LLC | 233.759 | 7,35 | 21.667 | 16,55 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 5.511 | 4,97 | 511 | 13,84 | ||||
| 2026-05-15 | 13F | Gould Capital, LLC | 1.624 | 40,36 | 151 | 53,06 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 134.048 | 1,29 | 12.425 | 9,98 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 0 | 0 | ||||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 3.550 | 5,97 | 329 | 15,44 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 79.262 | 2.125,84 | 7.347 | 2.308,52 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 70.864 | 21,21 | 6.568 | 31,60 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 24.950 | 120,06 | 2.313 | 139,09 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 90.000 | 21,96 | 8.342 | 32,43 | ||||
| 2026-05-04 | 13F | Genesis Wealth Advisors, LLC | 33.167 | 2,55 | 3.074 | 11,38 | ||||
| 2026-05-14 | 13F | Bright Financial Advisors, Inc. | 85.526 | 0,87 | 7.927 | 9,52 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 3.500 | 324 | ||||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 2.368 | 219 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 917 | 152,62 | 85 | 180,00 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 37.654 | 16,91 | 3.490 | 26,96 | ||||
| 2026-05-04 | 13F | Vista Finance, Llc | 9.951 | 922 | ||||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 2.948 | 38,99 | 273 | 50,83 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 88.275 | 2,38 | 8.182 | 11,15 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 66.033 | 9,08 | 6.121 | 18,44 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 10.777 | 8,69 | 1.009 | 15,58 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 24.189 | 2.242 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1.267.461 | 7,27 | 117.481 | 16,46 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 26.204 | 2.429 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 4.814 | 18.415,38 | 454 | 22.550,00 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 93.754 | 102,20 | 8.690 | 289.566,67 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 91.481 | 8,52 | 8.479 | 17,83 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 2.910 | 22,06 | 270 | 32,51 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 59.991 | 1.782,96 | 5.561 | 1.936,63 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 1.437 | 15,98 | 133 | 26,67 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 100.066 | 2,71 | 9.275 | 11,52 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 8.134 | 65,36 | 754 | 79,71 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 63.400 | 14,38 | 5.877 | 24,20 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 250.995 | 0,05 | 23.265 | 8,62 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 2.674 | 248 | ||||||
| 2026-05-15 | 13F | Hamilton Capital, LLC | 7.220 | 8,18 | 669 | 17,57 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 756 | 70 | ||||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 2.777 | 16,14 | 257 | 25,98 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 4.888 | 453 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 189 | 16 | ||||||
| 2026-05-06 | 13F | Arcus Capital Partners, LLC | 55.607 | 5.154 | ||||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 7.965 | 738 | ||||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | 35.200 | 55,75 | 3.263 | 69,10 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 671.197 | 62.213 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 391 | 33 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 8.669 | 740 | ||||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 3.619 | 323 |
