Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Janus Detroit Street Trust - Janus Henderson AAA CLO ETF eröffnet haben, gehören Banco BTG Pactual S.A., Financial Security Advisor, Inc., Clearview Wealth Management LLC, AssuredPartners Investment Advisors, LLC, Convergence Financial, LLC, IFC & Insurance Marketing, Inc., Collaborative Fund Advisors, LLC, Summitpoint Capital Management, National Philanthropic Trust, IF Advisors, LLC, Diversified Enterprises, LLC, Everest Financial Group LLC, Iams Wealth Management, Llc, Alpha Zero LLC, Dahring | Cusmano Llc, Harbour Investment Management Llc, Second Line Capital, LLC, Exit Wealth Advisors, LLC., Dougherty Wealth Advisers LLC, und LightSquare Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | Greenleaf Trust | 2.249.815 | 21,68 | 113.323 | 21,17 | ||||
| 2026-04-14 | 13F | Cox Capital Mgt LLC | 102.098 | 4,39 | 5.143 | 3,79 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 6.631 | 0 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 636.837 | 2,18 | 32.077 | 1,76 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 4.697.846 | 4,31 | 236.631 | 3,87 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 754.050 | 24,79 | 37.981 | 24,27 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 47.466 | 0,51 | 2.391 | 0,08 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 1.959.963 | 9,08 | 98.723 | 8,63 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 7.548 | 380 | ||||||
| 2026-02-12 | 13F | Planning Project LLC | 9.648 | 488 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 8.874 | 36,44 | 447 | 35,56 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 45.337 | 10,65 | 2.290 | 10,47 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 48.393 | 63,66 | 2.438 | 63,01 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 175.848 | 6,60 | 8.857 | 6,16 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 245.942 | 28,09 | 12 | 33,33 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 45.475 | 7,76 | 2.291 | 7,31 | ||||
| 2026-02-13 | 13F | Karpus Management, Inc. | 523 | 26 | ||||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 343.726 | 121,52 | 17.313 | 120,60 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 32.702 | 1,52 | 1.647 | 1,04 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 35.225 | 16,75 | 1.774 | 16,25 | ||||
| 2026-05-18 | 13F/A | Janus Henderson Group Plc | 2.941.973 | 152,24 | 148.187 | 151,20 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 2.200 | 111 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2.478.941 | 1,57 | 124.871 | 1,15 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 16.723 | 15,05 | 842 | 14,56 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1.918 | 264,64 | 97 | 273,08 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 84.488 | 19,81 | 4.273 | 19,80 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 47.952 | 1,33 | 2.422 | 1,17 | ||||
| 2026-04-23 | 13F | Jones Kertz & Associates, Inc. | 4.097 | 206 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 189.334 | 49,82 | 9.537 | 49,19 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 47.116 | 2.373 | ||||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 173 | 1,17 | 9 | 0,00 | ||||
| 2026-05-13 | 13F | IF Advisors, LLC | 46.940 | 2.364 | ||||||
| 2026-04-09 | 13F | PFS Partners, LLC | 458.889 | 3,96 | 23.114 | 3,53 | ||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 33.507 | 115,23 | 1.688 | 114,36 | ||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 397.835 | 51,97 | 20.039 | 51,34 | ||||
| 2026-05-11 | 13F | Hall Capital Management Co Inc | 172.622 | 5,86 | 8.721 | 5,74 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 12.769 | 4,54 | 643 | 4,21 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 171.955 | 1,07 | 8.661 | 0,65 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 302.097 | 27,10 | 15.217 | 26,58 | ||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 19.820 | 998 | ||||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 340.306 | 3,70 | 17.141 | 3,27 | ||||
| 2026-05-14 | 13F | Stance Capital Llc | 1.500 | 76 | ||||||
| 2026-04-27 | 13F | Mosley Wealth Management | 3.487 | 177 | ||||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 259.167 | 13.054 | ||||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 5.574 | 11,39 | 281 | 10,67 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 6.579 | 32,67 | 331 | 32,40 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 46.102 | 8,46 | 2.322 | 8,05 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 240.555 | 31,58 | 12.117 | 31,04 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 131.677 | 37,28 | 6.633 | 36,71 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 52.105 | 11,04 | 2.625 | 10,58 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 8.985 | 4,68 | 453 | 4,15 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 80.797 | 14,68 | 4.070 | 14,20 | ||||
| 2026-05-07 | 13F | Bard Associates Inc | 499.892 | 52,29 | 25.277 | 52,24 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 135.166 | 7,70 | 6.837 | 7,28 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 2.186.984 | 3,33 | 110.159 | 2,90 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 45.368 | 124,82 | 2.285 | 124,02 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 209 | 11 | ||||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 94.906 | 46,49 | 4.800 | 46,49 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 255.533 | 787,33 | 12.871 | 784,00 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 139.212 | 7.012 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 225.765 | 573,16 | 11.446 | 573,69 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 113.872 | 5,33 | 5.736 | 4,88 | ||||
| 2026-05-08 | 13F | Aspen Wealth Strategies, LLC | 36.755 | 6,98 | 1.851 | 6,56 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 277.054 | 11,06 | 14.011 | 11,05 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 574.201 | 3,52 | 29 | 0,00 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 52.951 | 20,52 | 2.667 | 20,03 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 237.490 | 7,67 | 11.962 | 7,22 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 2.456.749 | 0,71 | 123.959 | 0,47 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 12.720 | 641 | ||||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 16.567 | 834 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 421.526 | 85,97 | 21.232 | 85,21 | ||||
| 2026-04-20 | 13F | Contravisory Investment Management, Inc. | 1.490 | 75 | ||||||
| 2026-04-21 | 13F | Northland Capital Management LLC | 224.251 | 5,83 | 11.295 | 5,38 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 17.042 | 208,40 | 858 | 207,53 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 121.629 | 15,60 | 6.126 | 15,13 | ||||
| 2026-05-04 | 13F | Mendel Money Management | 47.164 | 1,75 | 2.376 | 1,32 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 5.050 | 7,49 | 254 | 7,17 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 29.789 | 36,07 | 1.500 | 35,50 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 8.018 | 16,09 | 404 | 15,47 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 105.485 | 0,30 | 5.313 | -0,11 | ||||
| 2026-05-05 | 13F | Opinicus Capital, Inc. | 51.240 | 49,84 | 2.581 | 49,22 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 5.996 | 37,62 | 302 | 37,27 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 859.924 | 14,72 | 43.314 | 14,25 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 45.510 | 2.292 | ||||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 84.791 | 59,35 | 4.271 | 58,80 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 14.807 | 0,57 | 746 | |||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 7.899 | 9,97 | 398 | 9,37 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 16.659 | 125,52 | 839 | 124,93 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 307 | 207,00 | 15 | 200,00 | ||||
| 2026-04-15 | 13F | QTR Family Wealth, LLC | 58.984 | 2,71 | 2.983 | 2,44 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 6.000 | 302 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 12.759 | 14,21 | 643 | 13,63 | ||||
| 2026-05-13 | 13F | Intrepid Financial Planning Group LLC | 8.098 | 23,29 | 408 | 22,59 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 8.021 | 3,54 | 404 | 3,32 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 94.876 | 4,00 | 4.780 | 3,55 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 25.527 | 529,52 | 1.286 | 526,83 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 14.357 | 691,89 | 1 | |||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 61.172 | 417,84 | 3.081 | 416,08 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 14.975 | 754 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 15.471 | 77,44 | 779 | 76,64 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 3.028 | 24,05 | 153 | 23,58 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 2.819.146 | 0,32 | 142.000 | -0,09 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 2.434 | 437,31 | 123 | 454,55 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 27.515 | 36,82 | 1.386 | 36,18 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 23.604 | 11,48 | 1.189 | 11,03 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 58 | 3 | ||||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 82.624 | 89,45 | 4.178 | 89,48 | ||||
| 2026-05-07 | 13F | Alchemi Wealth, LLC | 12.189 | 13,25 | 614 | 12,68 | ||||
| 2026-05-14 | 13F | RB Capital Management, LLC | 155.130 | 5,41 | 7.814 | 4,97 | ||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 39.850 | 12,41 | 2.007 | 11,94 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 310.427 | 1,08 | 15.636 | 0,66 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 251.508 | 56,74 | 12.668 | 56,09 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 97 | 5 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 82.496 | 9,87 | 4.155 | 9,43 | ||||
| 2026-04-06 | 13F | CX Institutional | 659.851 | 1,54 | 33 | 3,13 | ||||
| 2026-05-13 | 13F | Drake & Associates, LLC | 710.008 | 11,48 | 35.763 | 11,02 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 24.573 | 1.021,03 | 1.238 | 1.024,55 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 35.568 | 18,92 | 1.799 | 18,92 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 311.305 | 8,49 | 15.680 | 8,05 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 5.552.525 | 16,13 | 279.681 | 15,65 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 27.297 | 1.375 | ||||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 262.203 | 1,96 | 13.207 | 1,54 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 461.162 | 23.229 | ||||||
| 2026-04-23 | 13F | Bell Bank | 477.660 | 99,98 | 24.060 | 99,16 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 109.858 | 5.534 | ||||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 163.942 | 57,28 | 8.287 | 57,19 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 283 | 14 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 35.339 | 3,28 | 1.780 | 2,89 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 473.439 | 23.847 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 3.217.418 | 19,66 | 162.061 | 19,16 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 17.361 | 31,50 | 874 | 31,03 | ||||
| 2026-04-27 | 13F | Burford Brothers, Inc. | 23.170 | 421,38 | 1.167 | 420,98 | ||||
| 2026-05-08 | 13F | Darden Wealth Group Inc | 48.067 | 2,44 | 2.421 | 2,02 | ||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 7.239 | 0,64 | 365 | 0,28 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 55.724 | 7,73 | 2.807 | 7,26 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 44.468 | 16,18 | 2.246 | 16,07 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 469.461 | 6,46 | 23.647 | 6,01 | ||||
| 2026-05-08 | 13F | StrongBox Wealth, LLC | 86.495 | 23,31 | 4.357 | 22,81 | ||||
| 2026-04-21 | 13F | Flagship Capital Management Inc. | 95.599 | 0,89 | 4.815 | 0,48 | ||||
| 2026-05-04 | 13F | Financial Security Advisor, Inc. | 263.148 | 13.308 | ||||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 129.476 | 0,40 | 6.522 | -0,02 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 168.872 | 28,93 | 8.506 | 27,85 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 22.985 | 105,11 | 1.158 | 104,42 | ||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 133.105 | 6,44 | 6.704 | 5,99 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 38.166 | 7,21 | 1.922 | 6,78 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 25.570 | 1.289 | ||||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 774.368 | 213,34 | 39.005 | 212,03 | ||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 129.015 | 267,41 | 6.498 | 265,88 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 131.909 | 0,18 | 6.644 | -0,24 | ||||
| 2026-05-05 | 13F | Westover Capital Advisors, LLC | 182.977 | 10,89 | 9.217 | 10,42 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 48.060 | 8,69 | 2.421 | 8,23 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 18.197 | 917 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 208.416 | 10.498 | ||||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 6.126 | 9,84 | 309 | 9,22 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 8.492 | 9,11 | 428 | 8,65 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 48.500 | 0,83 | 2.443 | 0,41 | |||
| 2026-04-21 | 13F | Sandro Wealth Management LLC | 5.599 | 282 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 78.208 | 58,08 | 3.939 | 57,43 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 102.700 | 87,75 | 5.173 | 86,98 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 77.287 | 7,39 | 3.893 | 6,92 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 155.887 | 11,41 | 7.852 | 10,95 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 30.800 | 5,12 | 1.551 | 4,66 | ||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 7.025 | 354 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 10.007 | 1 | ||||||
| 2026-05-12 | 13F | Banco BTG Pactual S.A. | 429.426 | 21.630 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 69.695 | 539,35 | 3.511 | 537,02 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 64.650 | 6,95 | 3.256 | 6,51 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 44.276 | 2.230 | ||||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.450 | 51,04 | 73 | 52,08 | ||||
| 2026-05-15 | 13F | Brown Financial Advisors | 79.022 | 16,63 | 3.980 | 16,17 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2.973 | 19,40 | 150 | 19,20 | ||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 10.338 | 0,13 | 521 | -0,38 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 258.475 | 8,01 | 13.019 | 7,57 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 5.014 | 253 | ||||||
| 2026-05-01 | 13F | Northcape Wealth Management, Llc | 378.894 | 1,27 | 19.085 | 0,85 | ||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 166.464 | 53,05 | 8.419 | 53,03 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 58.271 | 10,86 | 2.942 | 10,65 | ||||
| 2026-05-08 | 13F | Core Wealth Partners LLC | 61.614 | 17,56 | 3.103 | 17,09 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 63.348 | 20,52 | 3.191 | 20,02 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 25.136 | 2,97 | 1.266 | 2,59 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 619.099 | 10,61 | 31.184 | 10,15 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 4.258 | 214 | ||||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 6.439 | 0,75 | 324 | 0,31 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 4.958 | 250 | ||||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 43.394 | 69,79 | 2.186 | 69,12 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 191.311 | 1,15 | 9.636 | 0,73 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 349.101 | 5,91 | 17.584 | 5,47 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 57.946 | 4,51 | 2.919 | 4,07 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 38.300 | 153,64 | 1.929 | 152,82 | |||
| 2026-04-23 | 13F | Traub Capital Management LLC | 99.828 | 8,36 | 5.028 | 7,92 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 91.044 | 52,31 | 4.586 | 51,67 | ||||
| 2026-05-12 | 13F | E6 Portfolios, LLC | 144.176 | 15,31 | 7.262 | 14,83 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 199.960 | 5,17 | 10.072 | 4,73 | ||||
| 2026-05-07 | 13F | Sage Advisory Services, Ltd.Co. | 74.351 | 4,14 | 3.745 | 3,71 | ||||
| 2026-05-12 | 13F | Circle Wealth Management, LLC | 38.711 | 59,46 | 1.950 | 58,84 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7.276 | 367 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 22.645 | 2,92 | 1.141 | 2,52 | ||||
| 2026-05-21 | 13F/A | Kensington Asset Management, LLC | 443.949 | 174,65 | 22.362 | 173,56 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 2.642.955 | 1,45 | 133.126 | 1,03 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 12.985 | 0,74 | 654 | 0,46 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 50.804 | 15,13 | 2.559 | 14,66 | ||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 48.645 | 14,15 | 2.450 | 13,69 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 154.245 | 210,35 | 7.769 | 209,15 | ||||
| 2026-05-15 | 13F | Beck Capital Management, Llc | 45.049 | 38,63 | 2.269 | 38,10 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 36.133 | 17,70 | 1.820 | 17,27 | ||||
| 2026-05-11 | 13F | Mattson Financial Services, LLC | 96.493 | 10,08 | 4.860 | 9,63 | ||||
| 2026-05-15 | 13F | ArrowMark Colorado Holdings LLC | 48.327 | 3,20 | 2.434 | 2,79 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 159.851 | 42,00 | 8.057 | 41,51 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 121.918 | 8,67 | 6.141 | 8,23 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 87.104 | 47,37 | 4.387 | 46,77 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 50.297 | 17,66 | 2.533 | 17,16 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 459 | 23 | ||||||
| 2026-05-01 | 13F | Legacy Financial Strategies, LLC | 30.665 | 1,94 | 1.545 | 1,51 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 21.672 | 6,15 | 1.092 | 5,72 | ||||
| 2026-04-14 | 13F | Legacy Trust | 4.622 | 233 | ||||||
| 2026-02-06 | 13F | New Millennium Group LLC | 40 | 2 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 3.466.155 | 3,96 | 174.590 | 3,53 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 1.225 | 0,74 | 62 | 0,00 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 83.038 | 13,63 | 4.183 | 13,15 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 81.532 | 116,91 | 4.107 | 115,99 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 30.105 | 35,87 | 1.516 | 35,36 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 112.619 | 21,81 | 5.673 | 21,30 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 10.826 | 9,69 | 545 | 9,22 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 43.583 | 2.195 | ||||||
| 2026-04-22 | 13F | Englebert Financial Advisers, LLC | 133.801 | 6,61 | 6.740 | 6,18 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 90.554 | 12,58 | 4.561 | 12,12 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 69.674 | 250,93 | 4 | 200,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 47.738 | 30,70 | 2.405 | 25,21 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 139.686 | 12,99 | 7.036 | 12,51 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 10.611 | 534 | ||||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 4.664 | 235 | ||||||
| 2026-05-08 | 13F | Tower Wealth Partners, Inc. | 341.711 | 2,21 | 17.212 | 1,78 | ||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 762.225 | 1,72 | 38.393 | 1,30 | ||||
| 2026-05-13 | 13F | Bienville Capital Management, LLC | 337.007 | 10,42 | 17.043 | 10,40 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 58.759 | 15,35 | 2.960 | 14,87 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 44.219 | 34,70 | 2.227 | 34,24 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 8.371 | 37,34 | 422 | 36,69 | ||||
| 2026-05-07 | 13F | Summitpoint Capital Management | 63.645 | 3.219 | ||||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 8.946 | 55,91 | 451 | 55,17 | ||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 28.138 | 1.422 | ||||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 13.229 | 671 | ||||||
| 2026-04-08 | 13F | StoneCrest Wealth Management, Inc. | 10.013 | 24,76 | 504 | 24,44 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 161.060 | 33,57 | 8.113 | 33,03 | ||||
| 2026-05-14 | 13F | RPg Family Wealth Advisory, LLC | 75.800 | 1,67 | 3.818 | 1,27 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 12.438 | 15,87 | 627 | 15,50 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 152.952 | 27,25 | 7.727 | 26,88 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 178.808 | 9,19 | 9.007 | 8,74 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 15.594 | 3,42 | 785 | 3,02 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 129.800 | 7,07 | 6.538 | 6,64 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 21.280 | 4,85 | 1.076 | 4,87 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 10 | 0,00 | ||||||
| 2026-04-13 | 13F | Gradient Investments LLC | 1.407.337 | 11,96 | 70.888 | 11,49 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 239 | 12 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15.700 | 15,83 | 791 | 15,33 | ||||
| 2026-05-29 | 13F | Ipsen Advisor Group LLC | 48.126 | 2,22 | 2.424 | 1,81 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 220.924 | 13,03 | 11 | 22,22 | ||||
| 2026-05-05 | 13F | UBS Group AG | 6.848.479 | 4,39 | 344.958 | 3,96 | ||||
| 2026-05-08 | 13F | Equity Wealth Partners, LLC | 20.959 | 3,81 | 1.056 | 3,33 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 29.487 | 68,77 | 1.485 | 68,18 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 180 | 9 | ||||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 57.489 | 812,52 | 2.896 | 810,38 | ||||
| 2026-04-08 | 13F | Presidio Capital Management, LLC | 26.864 | 1,03 | 1.353 | 0,67 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 63.863 | 25,51 | 3.217 | 24,99 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 1.598.343 | 5,93 | 80.509 | 5,50 | ||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 14.402 | 110,68 | 725 | 110,14 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 27.778 | 3,07 | 1.399 | 2,64 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 337.876 | 5,01 | 17.019 | 4,57 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 248.387 | 8,56 | 12.511 | 8,11 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 10.364 | 75,13 | 522 | 74,58 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 64.274 | 11,68 | 3.237 | 11,20 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 363.141 | 1,29 | 18.368 | 0,89 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 346.896 | 25,15 | 17.473 | 24,63 | ||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 75.794 | 3,04 | 3.818 | 2,61 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 7.135 | 5,16 | 359 | 4,66 | ||||
| 2026-05-05 | 13F | Blackhawk Capital Partners LLC. | 96.222 | 4,19 | 4.847 | 3,75 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 36.278 | 74,01 | 1.827 | 73,34 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 271.520 | 2,39 | 13.676 | 1,97 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 17.666 | 198,46 | 890 | 197,32 | ||||
| 2026-04-28 | 13F | Collaborative Fund Advisors, LLC | 70.876 | 3.570 | ||||||
| 2026-05-14 | 13F | Integrity Wealth Advisors, Inc. | 110.536 | 48,33 | 5.568 | 47,43 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 5.930 | 18,43 | 299 | 17,79 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 49.227 | 1,24 | 2.480 | 0,81 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 83.854 | 0,61 | 4.224 | 0,19 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 107.238 | 16,05 | 5.402 | 15,58 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 234.584 | 5,13 | 11.816 | 4,69 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 77.427 | 0,86 | 3.900 | 0,44 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 204.954 | 10.324 | ||||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 6.009 | 6,20 | 303 | 5,59 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 19.672 | 2,30 | 991 | 1,85 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 10.859 | 0,51 | 1 | |||||
| 2026-04-28 | 13F | SeaBridge Investment Advisors LLC | 245.182 | 8,95 | 12.350 | 8,50 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 1.023.378 | 3,41 | 51.548 | 2,98 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 3.723 | 12,85 | 188 | 12,65 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 3.574.015 | 4,80 | 180.023 | 4,36 | ||||
| 2026-05-12 | 13F | Resolute Capital, Llc | 12.641 | 13,93 | 637 | 13,37 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 20.239 | 16,66 | 1.019 | 16,19 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 32.939 | 9,64 | 1.659 | 9,22 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 124 | 0,81 | 6 | 0,00 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 79.436 | 2,66 | 4 | 33,33 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 970.719 | 2,59 | 48.982 | 2,34 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 2.099.166 | 8,36 | 106 | 8,25 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 147.469 | 10,85 | 7.459 | 10,47 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 7.738 | 32,75 | 390 | 32,31 | ||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 26.610 | 1.340 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 660.550 | 6,92 | 33.272 | 6,48 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 148.547 | 7.496 | ||||||
| 2026-04-21 | 13F | Diesslin Group, Inc. | 637.921 | 1,75 | 32.132 | 1,33 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 1.272.554 | 12,75 | 64.099 | 12,28 | ||||
| 2026-04-30 | 13F | Beacon Harbor Wealth Advisors, Inc. | 189.282 | 4,65 | 9.534 | 4,22 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 1.046.748 | 75,70 | 52.725 | 74,97 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 213.503 | 62,22 | 10.754 | 61,57 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 107.771 | 25,07 | 5.428 | 24,55 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 5.170.765 | 3,04 | 260.451 | 2,61 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 45.815 | 73,83 | 2.317 | 73,17 | ||||
| 2026-04-20 | 13F | Trust Co Of Oklahoma | 5.963 | 1,38 | 300 | 1,01 | ||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 32.859 | 1.655 | ||||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 422.489 | 4.284,94 | 21.281 | 4.269,61 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 176.247 | 8,55 | 8.878 | 8,10 | ||||
| 2026-05-15 | 13F | Sierra Capital LLC | 48.869 | 2,90 | 2 | 0,00 | ||||
| 2026-05-05 | 13F | Mraz, Amerine & Associates, Inc. | 5.694 | 0,74 | 287 | 0,35 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 333.274 | 6,14 | 16.787 | 5,72 | ||||
| 2026-04-20 | 13F | TrueMark Investments, LLC | 70.542 | 10,45 | 3.553 | 10,00 | ||||
| 2026-05-13 | 13F | Laffer Investments | 32.459 | 5,12 | 1.635 | 4,68 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 491 | 882,00 | 25 | 1.100,00 | ||||
| 2026-04-24 | 13F | Black Swift Group, LLC | 328.650 | 108,50 | 16.554 | 52,94 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 969 | 49 | ||||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 73.461 | 96,49 | 3.700 | 95,46 | ||||
| 2026-05-13 | 13F | BNB Wealth Management, LLC | 122.569 | 2,17 | 6.174 | 1,75 | ||||
| 2026-05-06 | 13F | Spectrum Wealth Advisory Group, LLC | 9.540 | 120,37 | 481 | 120,18 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 195.609 | 5,32 | 9.853 | 4,89 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 68.726 | 11,45 | 3.462 | 10,97 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 63.257 | 48,42 | 3.282 | 52,30 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 169.518 | 17,15 | 8.534 | 16,60 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 170.330 | 1,33 | 8.579 | 0,91 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 166.583 | 247,17 | 8.425 | 247,24 | ||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 58.214 | 5,01 | 2.932 | 4,60 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 119.257 | 9,75 | 6.007 | 9,30 | ||||
| 2026-04-27 | 13F | Three Cord True Wealth Management, LLC | 385.471 | 4,11 | 19.416 | 3,67 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 76.001 | 7,26 | 3.828 | 6,84 | ||||
| 2026-04-27 | 13F | Bulltick Wealth Management, LLC | 6.909 | 349 | ||||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 59.045 | 24,01 | 2.974 | 23,50 | ||||
| 2026-04-09 | 13F | Freestate Advisors LLC | 28.130 | 115,85 | 1.417 | 114,87 | ||||
| 2026-05-14 | 13F | Sloy Dahl & Holst, LLC | 24.620 | 1,23 | 1.240 | 0,81 | ||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 31.443 | 1.590 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 5.251.509 | 12,03 | 264.519 | 11,56 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 8.228.884 | 25.009,50 | 416.217 | 24.912,98 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 33.834 | 5,15 | 1.704 | 4,73 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 39.623 | 1.996 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 102.799 | 28,50 | 5.178 | 27,95 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 1.179 | 322,58 | 59 | 321,43 | ||||
| 2026-04-09 | 13F | Herbst Group, Llc | 14.010 | 706 | ||||||
| 2026-05-04 | 13F | NBZ Investment Advisors LLC | 286.194 | 2,01 | 14.416 | 1,59 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 166.029 | 2,64 | 8.363 | 2,21 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 175.393 | 15,08 | 8.835 | 14,61 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 112.663 | 1.242,50 | 5.924 | 1.296,93 | ||||
| 2026-05-13 | 13F | Ci Investments Inc. | 23.865 | 7,67 | 1.202 | 7,23 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 1.657.452 | 5,00 | 83.486 | 4,57 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 49 | 2 | ||||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 93.098 | 59,13 | 4.708 | 59,11 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 35.633 | 1,33 | 1.800 | 1,18 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 11.048 | 557 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 4.642 | 234 | ||||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 407.053 | 2.326,11 | 20.503 | 2.317,81 | ||||
| 2026-04-29 | 13F | Sanchez Wealth Management Group | 527.182 | 5,05 | 26.554 | 4,62 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 5.512 | 278 | ||||||
| 2026-05-11 | 13F | Condor Capital Management | 32.796 | 31,10 | 1.652 | 30,51 | ||||
| 2026-05-05 | 13F | Duncan Williams Asset Management, LLC | 15.431 | 0,78 | 777 | 0,13 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 227.698 | 834,76 | 11.515 | 835,42 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 817.279 | 1,86 | 41.166 | 1,43 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 577.735 | 4,07 | 29.101 | 3,64 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 18.996 | 2.641,13 | 957 | 2.631,43 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 136.494 | 3,85 | 6.903 | 3,82 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 144.500 | 29,45 | 7.278 | 28,91 | ||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 10.906 | 549 | ||||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 10.000 | 17,65 | 506 | 17,72 | ||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 8.877 | 0,44 | 0 | |||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 4.007.852 | 26,91 | 201.691 | 26,30 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 18.866 | 6,71 | 954 | 6,71 | ||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 319.953 | 2,91 | 16.116 | 2,48 | ||||
| 2026-05-11 | 13F | Knights of Columbus Asset Advisors LLC | 126.709 | 28,07 | 6.382 | 27,54 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 93.339 | 4,72 | 4.701 | 4,28 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 19.346 | 0,40 | 974 | 0,00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 822 | 16.320,00 | ||||||
| 2026-04-10 | 13F | FORM Wealth Advisors, LLC | 129.954 | 3,61 | 6.546 | 3,17 | ||||
| 2026-05-13 | 13F | Northwest & Ethical Investments L.P. | 12.050 | 607 | ||||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 4.211 | 212 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 5.474 | 0 | ||||||
| 2026-04-21 | 13F | Blue Jean Financial Llc | 28.943 | 7,71 | 1.458 | 7,21 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 24.072 | 51,38 | 1.213 | 50,75 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 208.646 | 1,38 | 10.510 | 0,96 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 80.773 | 5,08 | 4.069 | 4,63 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 6.654 | 30,86 | 335 | 30,35 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 41.134 | 112,86 | 2.072 | 111,98 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 20.479 | 1.032 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 965 | 122,35 | 49 | 128,57 | ||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 242.446 | 6,77 | 12.212 | 6,33 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 53.099 | 108,58 | 2.675 | 107,77 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 6.912 | 23,92 | 348 | 23,40 | ||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 4.000 | 201 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 890.446 | 11,87 | 44.852 | 11,41 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 20.670 | 30,45 | 1.041 | 29,96 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 90.518 | 18,53 | 4.559 | 18,05 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 6.430 | 10,52 | 324 | 9,86 | ||||
| 2026-05-12 | 13F | Creative Planning | 113.712 | 1,87 | 5.728 | 1,45 | ||||
| 2026-05-12 | 13F | Dynamic Financial Group | 407.794 | 18,09 | 20.541 | 17,60 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 75.879 | 277,41 | 3.822 | 276,18 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 1.142.929 | 3,02 | 57.569 | 2,59 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 308.799 | 11,63 | 15.554 | 11,17 | ||||
| 2026-04-29 | 13F | SAM Advisors, LLC | 13.212 | 9,16 | 665 | 8,66 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 4.958 | 12,22 | 250 | 11,66 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.047.661 | 2,45 | 52.991 | 103.801,96 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 15.476 | 780 | ||||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 9.908 | 0,53 | 499 | 0,20 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 51.387 | 9,42 | 2.588 | 8,97 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 416.056 | 20.957 | ||||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 34.509 | 305,32 | 1.738 | 304,19 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 89.468 | 12,83 | 4.507 | 12,37 | ||||
| 2026-05-13 | 13F | Yarger Wealth Strategies, Llc | 156.601 | 22,03 | 7.888 | 21,54 | ||||
| 2026-05-13 | 13F | Invst, LLC | 20.367 | 0,11 | 1.026 | -0,39 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 27.411 | 36,84 | 1.383 | 36,39 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 67.097 | 58,65 | 3.380 | 57,97 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 139.294 | 6,82 | 7.016 | 6,38 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 5.469 | 277 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 1.086.774 | 49,68 | 54.741 | 49,06 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 99.093 | 4.991 | ||||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 10.024 | 1,02 | 505 | 0,60 | ||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 99.926 | 7,83 | 5.033 | 7,38 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 177.069 | 9,67 | 8.919 | 9,21 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 94.213 | 19,32 | 4.746 | 18,83 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 20.849.306 | 1,13 | 1.050.180 | 0,71 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 200.000 | 10.074 | ||||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 25.431 | 49,18 | 1.281 | 48,49 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 102.658 | 19,31 | 5.171 | 18,80 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 8.400 | 423 | ||||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 270.808 | 200,03 | 13.641 | 198,80 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 643.662 | 31,32 | 32.421 | 30,78 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 1.917.031 | 5,20 | 97 | 4,35 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 266 | 0 | ||||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 733.716 | 40,81 | 36.957 | 40,23 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 2.256.576 | 3,40 | 113.664 | 2,98 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | 288 | 15 | ||||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 16.600 | 836 | |||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 26.375 | 7,94 | 1.329 | 7,53 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 10 | 1 | ||||||
| 2026-05-07 | 13F | Z3 Capital Partners, LLC | 117.934 | 5,78 | 5.940 | 5,34 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 21.800 | 22,31 | 1.099 | 21,98 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 9.619 | 9,53 | 485 | 9,01 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 754.826 | 35,35 | 38.021 | 34,78 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 37.699 | 15,81 | 1.899 | 15,31 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 574.143 | 1,68 | 28.920 | 1,26 | ||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 16.547 | 47,37 | 833 | 46,91 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 654.069 | 9,46 | 32.945 | 9,13 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2.640.486 | 4,30 | 133.001 | 3,86 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 72.726 | 8,04 | 3.663 | 7,61 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 80.812 | 5,62 | 4.087 | 5,20 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 16.215 | 817 | ||||||
| 2026-04-24 | 13F | Innova Wealth Partners | 164.382 | 42,78 | 8.280 | 42,18 | ||||
| 2026-01-12 | 13F | Divergent Planning, LLC | 417.349 | 6,06 | 21.122 | 6,09 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 29.742 | 39,24 | 1.504 | 39,26 | ||||
| 2026-05-14 | 13F | Betterment LLC | 31.498 | 59,56 | 2 | |||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 10.506 | 29,32 | 529 | 29,02 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 301.265 | 6,24 | 15.175 | 5,79 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 75.416 | 62,17 | 3.799 | 61,48 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 16.583 | 0,36 | 835 | 0,00 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 100.686 | 12,79 | 5.072 | 12,31 | ||||
| 2026-05-11 | 13F | Allianz Se | 40.102.132 | 52,13 | 2.019.944 | 51,50 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 69.836 | 28,21 | 3.534 | 28,24 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 13.741 | 16,70 | 692 | 16,30 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 105.665 | 310,14 | 5.322 | 308,44 | ||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 120.058 | 0,72 | 6.047 | 0,30 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1.450.557 | 23,67 | 73.065 | 23,15 | ||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 168.721 | 0,29 | 8.498 | -0,13 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 144.342 | 1,85 | 7.275 | 1,44 | ||||
| 2026-04-23 | 13F | Blue Rock Wealth Management LLC | 118.488 | 15,52 | 5.968 | 15,06 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1.025 | 90,52 | 52 | 88,89 | ||||
| 2026-05-12 | 13F/A | Bellecapital International Ltd. | 5.373 | 271 | ||||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 5.061 | 0,74 | 255 | 0,00 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 340 | 17 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 5.227 | 263 | ||||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 1.149.903 | 3,92 | 57.921 | 3,49 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 22.966 | 217,43 | 1.157 | 216,71 | ||||
| 2026-04-27 | 13F | Byrne Financial Freedom, Llc | 53.666 | 3,63 | 2.703 | 3,21 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 4.474 | 2,24 | 225 | 1,81 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 55 | 0 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 230.141 | 36,09 | 11.624 | 35,91 | ||||
| 2026-05-13 | 13F | Syon Capital Llc | 51.323 | 4,09 | 2.585 | 3,69 | ||||
| 2026-04-17 | 13F | Community Bank & Trust, Waco, Texas | 5.979 | 8,71 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 635.047 | 6,68 | 31.987 | 6,24 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 11.447 | 16,37 | 577 | 15,90 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 69.260 | 18,84 | 3.489 | 18,35 | ||||
| 2026-05-15 | 13F | M Wealth Management, LLC | 33.701 | 8,12 | 1.697 | 7,68 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 194.953 | 16,99 | 9.845 | 16,81 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 1.131 | 0 | ||||||
| 2026-05-06 | 13F | Barings Llc | 12.909.176 | 115,15 | 650.235 | 114,26 | ||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 21.036 | 4,87 | 1.060 | 4,44 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 7.269.530 | 5,11 | 366.166 | 4,68 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 1.178.248 | 5,01 | 59.348 | 4,57 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 83.899 | 26,49 | 4.226 | 25,97 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 1.177.625 | 4,15 | 59.553 | 4,34 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 571.207 | 5,24 | 28.772 | 4,80 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 467.876 | 9,28 | 23.567 | 8,82 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 317.043 | 1,15 | 15.969 | 0,73 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 121.488 | 5,89 | 6.119 | 5,46 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 154.757 | 49,47 | 7.795 | 48,87 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 40.377.740 | 33,80 | 2.033.827 | 33,24 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 39.910 | 20,46 | 2.010 | 20,00 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 3.800.488 | 2,36 | 191.431 | 1,93 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 41 | 2 | ||||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 69.935 | 3.523 | ||||||
| 2026-04-08 | 13F | RDA Financial Network | 77.339 | 9,80 | 3.896 | 9,35 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 192.097 | 2,94 | 9.676 | 2,51 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 112.860 | 0,09 | 5.685 | -0,33 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 4.228 | 5,78 | 213 | 4,95 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 106.635 | 49,25 | 5.371 | 48,66 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 287 | |||||||
| 2026-04-23 | 13F | Fairman Group, LLC | 50 | 3 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 14.304 | 720 | ||||||
| 2026-04-14 | 13F | eCIO, Inc. | 201.599 | 17,39 | 10.155 | 16,90 | ||||
| 2026-05-07 | 13F | Alpha Zero LLC | 33.909 | 1.708 | ||||||
| 2026-05-11 | 13F | a16z Perennial Management, L.P. | 237.152 | 0,04 | 11.945 | -0,37 | ||||
| 2026-05-05 | 13F | PFG Advisors | 281.156 | 21,35 | 14.162 | 20,85 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 17.256 | 3,76 | 869 | 3,33 | ||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 775.551 | 9,30 | 39.065 | 8,84 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 719.766 | 3,37 | 36.255 | 2,94 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 31.206 | 4,54 | 1.572 | 4,11 | ||||
| 2026-05-14 | 13F | Clarkston Capital Partners, LLC | 7.250 | 365 | ||||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 535.099 | 17,23 | 26.953 | 16,75 | ||||
| 2026-05-15 | 13F | State of Tennessee, Treasury Department | 793.046 | 693,05 | 39.946 | 688,34 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 33.351 | 316,16 | 1.680 | 314,57 | ||||
| 2026-05-08 | 13F | Generation Capital Management LLC | 170.396 | 2,48 | 8.583 | 2,06 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 453.986 | 11,19 | 22.867 | 10,73 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 5.193 | 0,74 | 262 | 0,38 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 28.939 | 301,87 | 1.458 | 300,27 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 2.755.685 | 5,16 | 138.804 | 4,72 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 34.405 | 3,66 | 1.733 | 3,22 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 209.138 | 6,21 | 10.534 | 5,77 | ||||
| 2026-05-15 | 13F | Northeast Financial Group, Inc. | 200.651 | 15,41 | 10.109 | 14,94 |
