Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Preferred and Income Securities ETF eröffnet haben, gehören Arch Global Advisors, LLC, Farrow Financial Inc., Nicolet Bankshares Inc, Canandaigua National Corp, CMH Wealth Management LLC, Cowa, Llc, Voya Investment Management Llc, Sidoxia Capital Management, LLC, Coral Wealth Management, LLC, TRB Wealth Management, LLC, Tower Bridge Advisors, Hgk Asset Management Inc, Hunter Perkins Capital Management, LLC, Elser Financial Planning, Inc, Trask Adam Roland, Guardian Capital, LLC, Maridea Wealth Management LLC, Gateway Wealth Partners, LLC, Spartan Wealth Advisory Services LLC, und JPL 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.
Upgradezum Freischalten von Premium-Daten.
| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 7.139 | 4,91 | 216 | 2,86 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 12.928 | 0,03 | 392 | -2,25 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 645 | 20 | ||||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 93.001 | 0,84 | 2.820 | -1,26 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 32.950 | 8,54 | 999 | 6,39 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 1.140 | 14,00 | 35 | 13,33 | ||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 13.436 | 6,21 | 407 | 4,09 | ||||
| 2026-04-14 | 13F | Tran Capital Management, L.p. | 90.869 | 2,60 | 2.755 | 0,51 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 7.099 | 215 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 191.640 | 2,24 | 5.811 | 0,12 | ||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 6.465 | 204 | ||||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 93.768 | 46,27 | 2.903 | 43,22 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 1.250.261 | 3,46 | 37.908 | 1,32 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 981.595 | 5,85 | 29.762 | 3,66 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 6.623 | 201 | ||||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 119.793 | 0,34 | 3.632 | -1,73 | ||||
| 2026-05-13 | 13F | Cunning Capital Partners, LP | 13.000 | 8,33 | 0 | |||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 82.141 | 102,00 | 2.488 | 97,69 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 69.718 | 16,14 | 2.114 | 13,72 | ||||
| 2026-05-15 | 13F | Fmr Llc | 14.218 | 22,13 | 431 | 19,72 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 6 | 0 | -100,00 | |||||
| 2026-05-13 | 13F | D L Carlson Investment Group Inc | 113.370 | 6,30 | 3.437 | 4,09 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 140.355 | 0,05 | 4.256 | -2,03 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 7.400 | 229 | ||||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 43 | 1 | ||||||
| 2026-05-07 | 13F | Coastwise Capital Group, LLC | 12.620 | 1,80 | 383 | -0,26 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 285.545 | 8,76 | 8.658 | 6,51 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 86.367 | 15,82 | 2.619 | 13,43 | ||||
| 2026-04-30 | 13F | Primoris Wealth Advisors, Llc | 37.986 | 2,54 | 1.152 | 0,44 | ||||
| 2026-05-14 | 13F | Stance Capital Llc | 333 | 10 | ||||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 34.300 | 50,04 | 1.040 | 46,96 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 66.281 | 2,49 | 2.010 | 0,35 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 18.023 | 5,66 | 562 | 4,08 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 10.044 | 21,48 | 305 | 19,22 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 1.354 | 0,15 | 41 | 0,00 | ||||
| 2026-04-23 | 13F | Unify Financial Advisors | 29.452 | 70,68 | 893 | 67,04 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 16.000 | 485 | ||||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 15.926 | 2,14 | 483 | 0,00 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 6.180 | 0,59 | 187 | -1,58 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 7.132 | 0,13 | 216 | -1,82 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 13.202 | 6,86 | 400 | 4,71 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 37.752 | 112,88 | 1.145 | 108,38 | ||||
| 2026-05-15 | 13F | Clear Street Group Inc. | 2.900 | 88 | ||||||
| 2026-05-28 | 13F | Blue Fin Capital, Inc. | 196.083 | 7,17 | 5.945 | 4,96 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 14.532 | 3,76 | 441 | 1,62 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 42.020 | 133,55 | 1.274 | 128,73 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 190.070 | 8,68 | 5.763 | 6,43 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 232.378 | 2,27 | 7.046 | 0,16 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 47.433 | 1,37 | 1.438 | -0,69 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 21.564 | 24,86 | 654 | 22,28 | ||||
| 2026-05-13 | 13F | Keynote Financial Services Llc | 52.468 | 15,01 | 1.591 | 12,61 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 11.589 | 0,13 | 351 | -1,96 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 160 | 5 | ||||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 13.231 | 9,62 | 401 | |||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 34.396 | 20,36 | 1.045 | 18,10 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 99.186 | 18,33 | 3.007 | 15,92 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 8.478 | 0,02 | 257 | -1,91 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 2.430 | 5,42 | 76 | 4,11 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 179.158 | 1.093,35 | 5.432 | 1.070,69 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 192.470 | 9,67 | 5.836 | 7,40 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 8.816 | 0,03 | 267 | -1,84 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 8.748 | 19,18 | 265 | 16,74 | ||||
| 2026-05-08 | 13F | Mathes Company, Inc. | 53.850 | 6,95 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 45.172 | 563,32 | 1.370 | 551,90 | ||||
| 2026-05-15 | 13F | Ballast, Inc. | 428.201 | 3,09 | 12.983 | 0,96 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 2.203.190 | 3,05 | 66.801 | 0,92 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 1.608 | 36,62 | 49 | 33,33 | ||||
| 2026-05-12 | 13F | Cornerstone Capital, Inc. | 23.155 | 2,96 | 702 | 0,86 | ||||
| 2026-04-15 | 13F | Arch Global Advisors, LLC | 180.811 | 5.482 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 9.665 | 293 | ||||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 26.587 | 2,72 | 806 | 0,62 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1.014.821 | 20,37 | 30.769 | 17,88 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 95.748 | 5,63 | 2.964 | 3,42 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 417 | -7,54 | ||||||
| 2026-05-14 | 13F | SWAN Capital LLC | 504.455 | 23,30 | 15.295 | 20,76 | ||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 27.926 | 48,98 | 847 | 45,86 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 22.748.180 | 0,37 | 689.725 | -1,70 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 631.888 | 10,82 | 19.159 | 8,53 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 42.769 | 4,15 | 1.297 | 1,97 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 20.257 | 0,11 | 614 | -1,92 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 117.464 | 57,16 | 3.562 | 53,89 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 14.122 | 7,74 | 428 | 5,68 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 27.693 | 5,85 | 840 | 3,58 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 8.358 | 2,45 | 253 | 0,40 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 9.440 | 42,08 | 286 | 39,51 | ||||
| 2026-04-22 | 13F | Motco | 315 | 10 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 767 | 0,66 | 23 | 0,00 | ||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 98.839 | 3,40 | 2.997 | 1,25 | ||||
| 2026-05-04 | 13F | Hillsdale Investment Management Inc. | 29.890 | 35,19 | 906 | 32,46 | ||||
| 2026-05-04 | 13F | Brindle & Bay Financial Advisors, LLC | 135.117 | 23,79 | 4.097 | 21,22 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 21.846 | 662 | ||||||
| 2026-04-17 | 13F | Arkfeld Wealth Strategies, L.L.C. | 7.308 | 4,21 | 229 | 4,09 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 8.485 | 257 | ||||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 11.592 | 0,11 | 351 | -1,96 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 12.618 | 0,04 | 383 | -2,05 | ||||
| 2026-01-06 | 13F | Mallini Complete Financial Planning LLC | 262 | -2,96 | ||||||
| 2026-04-29 | 13F | Am Investment Strategies Llc | 13.954 | 0,35 | 0 | |||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 201.189 | 4,86 | 6.319 | 6,38 | ||||
| 2026-05-01 | 13F | Farrow Financial Inc. | 148.525 | 4.503 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 55.117 | 11,67 | 1.671 | 9,36 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 60.503 | 136,64 | 1.873 | 131,81 | ||||
| 2026-05-13 | 13F | Invst, LLC | 23.455 | 0,01 | 711 | -2,07 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 1.088.817 | 3,05 | 33.013 | 0,92 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2.766.735 | 13,93 | 83.887 | 11,58 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 7.331 | 16,64 | 230 | 14,50 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 93.608 | 2.838 | ||||||
| 2026-05-05 | 13F | Eukles Asset Management | 86 | 3 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 266.024 | 9,62 | 8.066 | 7,36 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 29.219 | 0,25 | 886 | -1,88 | ||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 601 | 0,33 | 18 | 0,00 | ||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 632.669 | 0,61 | 19.183 | -1,47 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 23.748 | 0,27 | 720 | -1,77 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 711.524 | 99,67 | 22 | 90,91 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 200.326 | 22,99 | 6.074 | 20,45 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 9.885 | 300 | ||||||
| 2026-05-15 | 13F | Real Talk Capital, LLC | 38.832 | 48,95 | 1.177 | 45,85 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 31.160 | 25,24 | 945 | 22,60 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 93.628 | 10,38 | 2.837 | 8,04 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 81.705 | 0,42 | 2.477 | -1,63 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 32.574 | 42,56 | 988 | 39,60 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 18.668 | 68,13 | 567 | 65,01 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 96.238 | 2,63 | 2.918 | 0,48 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | Put | 7.500 | 227 | |||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 111 | 3 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 198.332 | 7,88 | 6.013 | 5,66 | ||||
| 2026-05-01 | 13F | Mountain Hill Investment Partners Corp. | 303.633 | 2,79 | 9.206 | 0,67 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 10.715 | 0,36 | 325 | -1,82 | ||||
| 2026-05-06 | 13F | SP Asset Management LLC | 107.078 | 0,62 | 3.247 | -1,46 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 45.412 | 51,62 | 1.377 | 48,44 | ||||
| 2026-05-05 | 13F | UBS Group AG | 6.095.089 | 0,99 | 184.803 | -1,10 | ||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 68.178 | 6,44 | 2.067 | 4,24 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 7.435 | 0,01 | 225 | -2,17 | ||||
| 2026-05-05 | 13F | Freedom Day Solutions, LLC | 268.351 | 5,85 | 8.136 | 3,66 | ||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 57.307 | 17,32 | 1.738 | 14,88 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 71.992 | 9,87 | 2.183 | 7,59 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 15.719 | 331,49 | 487 | 337,84 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 17.452 | 74,68 | 529 | 71,20 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 45.012 | 339,66 | 1.365 | 331,65 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 2.879 | 0,63 | 87 | -1,14 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 370.881 | 8,13 | 11.245 | 5,90 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 22.291 | 214,31 | 676 | 208,22 | ||||
| 2026-05-05 | 13F | Gallacher Capital Management LLC | 13.888 | 2,62 | 421 | 0,48 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 19.995 | 20,95 | 606 | 18,59 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 36.256 | 14,77 | 1.099 | 12,37 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 39.387 | 3,11 | 1.194 | 1,02 | ||||
| 2026-04-22 | 13F | Youngs Advisory Group, Inc. | 18.340 | 0,07 | 556 | -1,94 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 8.126 | 23,97 | 246 | 21,78 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 29.518 | 2,39 | 895 | 0,22 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 886.124 | 14,54 | 26.867 | 12,17 | ||||
| 2026-05-13 | 13F | Fogel Capital Management, Inc. | 49.730 | 2,05 | 1.508 | -0,07 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 73.685 | 3,50 | 2.234 | 1,36 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 48.428 | 0,01 | 1.468 | -2,07 | ||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 48.709 | 6,75 | 1.477 | 4,53 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 19.206 | 0,66 | 582 | -1,36 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 28.164 | 1,33 | 891 | 0,91 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 15.749 | 3,25 | 478 | 1,06 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 16.270 | 1,39 | 500 | 0,81 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 60.675 | 22,24 | 1.840 | 19,73 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 170.540 | 0,73 | 5.171 | -1,35 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 111.688 | 100,54 | 3.386 | 96,40 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 123 | 4 | ||||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 23.499 | 1,92 | 712 | -0,14 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 67.818 | 25,60 | 2.056 | 23,04 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 7.040 | 213 | ||||||
| 2026-05-14 | 13F | RPg Family Wealth Advisory, LLC | 203.165 | 13,70 | 6.160 | 11,35 | ||||
| 2026-05-08 | 13F | Princeton Capital Management Llc | 22.479 | 6,44 | 682 | 4,29 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 18.736 | 3,41 | 568 | 1,43 | ||||
| 2026-05-15 | 13F | Bluefin Capital Management, Llc | 49.167 | 1.491 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 104.283 | 60,20 | 3.162 | 56,87 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 815.849 | 6,08 | 24.736 | 3,89 | ||||
| 2026-04-30 | 13F | Stronghold Wealth Management L.L.C. | 63.260 | 2,28 | 1.918 | 0,21 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 2 | 0 | ||||||
| 2026-04-22 | 13F | Romano Brothers And Company | 35.096 | 3,62 | 1.064 | 1,53 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 6.659 | 0,12 | 202 | -1,95 | ||||
| 2026-02-17 | 13F | Creegan & Nassoura Financial Group, LLC | 60.692 | 3,73 | 1.879 | 1,57 | ||||
| 2026-05-20 | 13F | Leigh Baldwin & Co., Llc | 8.574 | 0,22 | 260 | -2,26 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1.451.189 | 10,03 | 44.000 | 7,75 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 15.445 | 0,16 | 471 | -2,69 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 99.304 | 62,15 | 3.011 | 58,76 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 1.362 | 41 | ||||||
| 2026-05-01 | 13F | Associated Banc-corp | 15.612 | 85,77 | 473 | 81,92 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 401.374 | 2,93 | 12.170 | 0,80 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 382.913 | 33,46 | 11.610 | 30,70 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 55.373 | 46,59 | 1.679 | 43,54 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 13.852 | 54,25 | 420 | 50,72 | ||||
| 2026-05-04 | 13F | Wellington Shields Capital Management, LLC | 5.953 | 0,05 | 180 | -2,17 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 97.291 | 61,98 | 2.950 | 58,63 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11.789 | 1,58 | 357 | -0,56 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 8.880 | 0 | ||||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 2.600 | 160,00 | 79 | 160,00 | ||||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 59.552 | 1.806 | ||||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 387 | 12 | ||||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 17.826 | 540 | ||||||
| 2026-05-14 | 13F | Fca Corp /tx | 22.906 | 9,05 | 695 | 6,77 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 174.407 | 0,32 | 5.288 | -1,75 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 66.148 | 57,44 | 2.006 | 54,23 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 10.828 | 9,67 | 328 | 7,54 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 17.765 | 4,18 | 539 | 2,09 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 107.055 | 23,43 | 3.246 | 20,86 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 1.055.067 | 11,20 | 31.990 | 8,90 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 3.177 | 6,90 | 96 | 4,35 | ||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 1.326 | 40 | ||||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 30.663 | 0,35 | 930 | -1,69 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 10.488 | 318 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 28.340 | 0,88 | 889 | 2,19 | ||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 133.627 | 3,00 | 4.052 | 0,87 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 33.196 | 0,02 | 1.006 | -2,04 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 158 | 5 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 602 | 0,33 | 18 | 0,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 245.423 | 9,76 | 7.598 | 7,47 | ||||
| 2026-04-22 | 13F | Rainey & Randall Investment Management Inc. | 19.743 | 116,72 | 599 | 112,06 | ||||
| 2026-04-10 | 13F | Boston Research & Management Inc | 31.532 | 1,20 | 1 | |||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 1.904 | 0,69 | 58 | -1,72 | ||||
| 2026-05-14 | 13F | Capital Fund Management S.a. | Put | 12.600 | 15,60 | 382 | 13,35 | |||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 8.333 | 253 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 84.615 | 29,98 | 2.566 | 27,30 | ||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 10.355 | 33,53 | 312 | 29,58 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 43.721 | 3,22 | 1.326 | 1,07 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 135.278 | 13,08 | 4.180 | 12,88 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 13.704 | 0,96 | 416 | -1,19 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 23.510 | 2,87 | 713 | 0,71 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 80.588 | 53,71 | 2.443 | 50,52 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 15.700 | 2,22 | 476 | 0,21 | ||||
| 2026-05-14 | 13F | Cumberland Partners Ltd | 8.875 | 16,47 | 269 | 14,47 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 6.619 | 0,50 | 201 | -1,48 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 95.436 | 6,06 | 2.894 | 3,88 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 91 | 3 | ||||||
| 2026-05-07 | 13F | Chesapeake Capital Corp /il/ | 82.141 | 102,00 | 2.491 | 97,93 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 114 | 46,15 | 3 | 50,00 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 9.529 | 37,11 | 289 | 33,95 | ||||
| 2026-05-07 | 13F | Winthrop Partners - Wny, Llc | 102.501 | 0,31 | 3.108 | -1,77 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 860 | 26 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 101.554 | 2,55 | 3.079 | 0,42 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 75 | 2 | ||||||
| 2026-01-20 | 13F | SS&H Financial Advisors, Inc. | 51.425 | 34,89 | 2 | -99,92 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 50.938 | 11,15 | 1.544 | 8,89 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 68.484 | 4,88 | 2.081 | 2,92 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 4.250.829 | 3,61 | 128.884 | 1,46 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 37.251 | 1,40 | 1.129 | -0,70 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 18.989 | 16,72 | 576 | 14,31 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 89.515 | 9,81 | 2.714 | 7,57 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1.675.635 | 1,82 | 50.805 | -0,29 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 48.430 | 2,11 | 1.468 | 0,00 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 9.379 | 3,48 | 284 | 1,43 | ||||
| 2026-04-02 | 13F | Somerset Trust Co | 49.615 | 1,08 | 1.504 | -0,99 | ||||
| 2026-05-08 | 13F | Dodds Wealth, LLC | 17.672 | 55,96 | 536 | 52,86 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 1.932 | 0,36 | 59 | -1,69 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 25.893 | 24,32 | 785 | 21,89 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 53.109 | 20,65 | 1.610 | 18,21 | ||||
| 2026-04-28 | 13F | SeaBridge Investment Advisors LLC | 595.897 | 15,07 | 18.068 | 12,69 | ||||
| 2026-05-13 | 13F | Edgemoor Investment Advisors, Inc. | 10.663 | 0,61 | 323 | -1,52 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 77.283 | 2,53 | 2.343 | 117.050,00 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 18.694 | 16,93 | 567 | 14,57 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 43.743 | 1.326 | ||||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 12.804 | 5,96 | 388 | 3,74 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 14.900 | 15,50 | 452 | 13,03 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 9.270 | 5,01 | 281 | 2,93 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 132.563 | 32,12 | 4 | 33,33 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 350 | 11 | ||||||
| 2026-04-30 | 13F | Texas Bank & Trust Co | 37.452 | 1,49 | 1.136 | -0,61 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 2.013 | 14,31 | 61 | 12,96 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 15.661 | 9,65 | 475 | 7,24 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 111.710 | 0,24 | 3.387 | -1,83 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 7.287 | 8,42 | 221 | 5,77 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 54.467 | 2,01 | 1.651 | -0,12 | ||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 88.647 | 0,08 | 2.688 | -2,01 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 35.268 | 25,50 | 1.069 | 22,87 | ||||
| 2026-04-30 | 13F | Beacon Harbor Wealth Advisors, Inc. | 185.133 | 9,50 | 5.613 | 7,24 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 37.277 | 7,67 | 1.130 | 5,51 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 25.209 | 764 | ||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 14.745 | 12,26 | 447 | 10,10 | ||||
| 2026-05-15 | 13F | Sierra Capital LLC | 91.561 | 2,61 | 3 | 0,00 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 2.101 | 0,05 | 0 | |||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 163.809 | 4,94 | 5 | 0,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 81.756 | 5,19 | 2.479 | 2,99 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 78.423 | 0,01 | 2.378 | -2,06 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 62.798 | 1,96 | 1.904 | -0,10 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 679.894 | 5,43 | 20.614 | 3,26 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 31.447 | 21,66 | 953 | 19,13 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 21.841 | 8,49 | 662 | 6,26 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 8.784 | 0,25 | 266 | -1,85 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 8.862 | 0,54 | 269 | -1,47 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 6.055 | 785,23 | 184 | 771,43 | ||||
| 2026-05-04 | 13F | Fortress Financial Solutions, LLC | 193.089 | 4,32 | 5.854 | 2,16 | ||||
| 2026-04-16 | 13F | Telos Capital Management, Inc. | 32.144 | 0,72 | 975 | -1,42 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 67.642 | 9,03 | 2.051 | 6,77 | ||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 14.010 | 0,91 | 425 | -3,42 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 26.719 | 10,77 | 810 | 8,14 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 28.719 | 33,42 | 871 | 30,63 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 7.385 | 231 | ||||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 29.145 | 0,03 | 884 | -2,11 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 500 | 15 | ||||||
| 2026-05-06 | 13F | WealthTrust Asset Management, LLC | 27.140 | 8,40 | 823 | 6,06 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 132.081 | 65,44 | 4 | 100,00 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 286.598 | 9,93 | 8.690 | 7,66 | ||||
| 2026-05-18 | 13F | Cim, Llc | 209.989 | 0,09 | 6.367 | -1,99 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 627 | 19 | ||||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 686 | 0,59 | 21 | -4,76 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 56.417 | 5,69 | 1.711 | 3,51 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 88.440 | 6,71 | 2.682 | 4,52 | ||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 29.792 | 24,09 | 903 | 21,53 | ||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 70.880 | 28,44 | 2 | 100,00 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 79.356 | 7,25 | 2.406 | 5,07 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.276 | 39 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 4.302 | 126,18 | 130 | 124,14 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 4.203.450 | 6,22 | 127.449 | 4,02 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 356.961 | 4,31 | 11.052 | 2,13 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1.950 | 59 | ||||||
| 2026-05-12 | 13F | M&t Bank Corp | 30.275 | 148,67 | 918 | 143,88 | ||||
| 2026-05-12 | 13F | Voya Investment Management Llc | 25.000 | 758 | ||||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1.945.954 | 2,73 | 59.001 | 0,61 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 309.493 | 4,63 | 9.384 | 2,47 | ||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 44.161 | 9,07 | 1.339 | 6,78 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 12.307 | 0,06 | 373 | -1,84 | ||||
| 2026-05-14 | 13F | Rhodes Investment Advisors Inc /adv | 6.750 | 1,12 | 205 | -0,97 | ||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 121.591 | 6,74 | 3.687 | 4,54 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 27.048 | 820 | ||||||
| 2026-05-22 | 13F/A | Summitry Llc | 8.000 | 243 | ||||||
| 2026-05-04 | 13F | Wellington Shields & Co., LLC | 12.365 | 29,82 | 375 | 27,21 | ||||
| 2026-05-12 | 13F | Creative Planning | 172.498 | 15,54 | 5.230 | 13,15 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 9.538 | 2,37 | 289 | 0,35 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 409.668 | 0,32 | 12.421 | -1,75 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 280 | 337,50 | 8 | 700,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 635.437 | 13,23 | 19.266 | 10,89 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 70.629 | 0,43 | 2.141 | -1,65 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 123.013 | 2,52 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 205 | 6 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.520.559 | 23,59 | 46.103 | 21,03 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 379 | 12 | ||||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 58.336 | 20,82 | 1.769 | 19,38 | ||||
| 2026-05-11 | 13F | Commerce Bank | 844.875 | 3,11 | 25.617 | 0,98 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 102.421 | 21,72 | 3 | 50,00 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 9.239 | 0,04 | 280 | -1,75 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 32.357 | 6,91 | 981 | 4,70 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 409 | 0,74 | 12 | 0,00 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 345.299 | 4,71 | 10.469 | 2,55 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 14.528 | 4,50 | 440 | 2,33 | ||||
| 2026-05-15 | 13F | Carret Asset Management, Llc | 21.013 | 0,57 | 637 | -1,39 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 16.695 | 16,70 | 506 | 14,48 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 22.675 | 0,54 | 688 | -1,58 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 30.062 | 5,90 | 911 | 3,76 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 174.498 | 8,11 | 5.291 | 5,86 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 89.953 | 0,58 | 2.727 | -1,48 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 138.372 | 4.197 | ||||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 52.025 | 1.577 | ||||||
| 2026-05-15 | 13F | Knightsbridge Asset Management, Llc | 189.156 | 9,10 | 5.735 | 6,86 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 243.711 | 48,40 | 7.389 | 45,34 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 37.821 | 0,11 | 1.147 | -1,97 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 35.946 | 11,70 | 1.090 | 9,34 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 16.188 | 32,82 | 488 | 28,84 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 92.586 | 0,11 | 2.846 | -3,62 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 86.750 | 2,56 | 2.630 | 0,46 | ||||
| 2026-05-11 | 13F | Guardian Capital, LLC | 10.283 | 312 | ||||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 13.082 | 0,40 | 397 | -1,74 | ||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 8.462 | 0,50 | 257 | -1,54 | ||||
| 2026-04-09 | 13F | Rockingstone Advisors LLC | 36.547 | 2,20 | 1.108 | 0,09 | ||||
| 2026-05-07 | 13F | First National Trust Co | 43.774 | 0,16 | 1.327 | -1,92 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 52.520 | 0,37 | 1.592 | -1,67 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 240.717 | 3,79 | 7.299 | 1,64 | ||||
| 2026-04-21 | 13F | Ground Swell Capital, LLC | 7.509 | 228 | ||||||
| 2026-05-11 | 13F | Capital Square, LLC | 233.580 | 695,27 | 7.362 | -19,04 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 17.809 | 12,56 | 540 | 10,22 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 137.260 | 5,47 | 4.162 | 3,28 | ||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 52.264 | 0,53 | 1.585 | -1,55 | ||||
| 2026-04-13 | 13F | Trust Co | 1.321 | 261,92 | 40 | 263,64 | ||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 2.028 | 61 | ||||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 14.399 | 0,42 | 446 | -1,33 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 43.582 | 0,74 | 1.321 | -1,34 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 14.378 | 0,66 | 436 | -1,58 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 380 | 0,80 | 12 | 0,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 38.308 | 9,88 | 1.164 | 7,78 | ||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 10.076 | 0,70 | 306 | -1,29 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 29.114 | 14,41 | 883 | 12,07 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 118.360 | 1,71 | 3.589 | -0,39 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 21.685 | 24,38 | 657 | 21,89 | ||||
| 2026-04-17 | 13F | Kentucky Trust Co | 190.380 | 0,16 | 5.772 | -1,90 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 7.500 | 0,05 | 0 | |||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 339.843 | 26,47 | 10.304 | 23,86 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 301.206 | 1,39 | 9.133 | -0,70 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 29.261 | 1,71 | 887 | -0,34 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 65.508 | 6,23 | 1.986 | 4,03 | ||||
| 2026-05-14 | 13F | Centiva Capital, LP | 232.700 | 7.055 | ||||||
| 2026-04-13 | 13F | Breachway Investments LLC | 22.944 | 1,50 | 697 | -0,29 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 25.780 | 224,36 | 782 | 217,48 | ||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 25.081 | 18,12 | 760 | 15,68 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 138.320 | 2,94 | 4.190 | 0,70 | ||||
| 2026-04-24 | 13F | United Community Bank | 438 | 13 | ||||||
| 2026-05-12 | 13F | Hunter Perkins Capital Management, LLC | 16.895 | 1 | ||||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 21.283 | 645 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 231.987 | 21,88 | 7.034 | 16,87 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 25.788 | 19,37 | 782 | 16,92 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 208.496 | 2,84 | 6.322 | 0,72 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 49.017 | 57,92 | 1.542 | 60,35 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 106.004 | 6,93 | 3.214 | 4,72 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 57.293 | 1,57 | 1.737 | -0,52 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 13.359 | 0,48 | 405 | -1,46 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 19.908 | 0,64 | 604 | -1,47 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 492.031 | 4,73 | 14.959 | 2,68 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 1.427 | 262,18 | 43 | 258,33 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 48.413 | 54,93 | 1.468 | 51,71 | ||||
| 2026-05-07 | 13F | Patrick M Sweeney & Associates, Inc | 12.710 | 1,22 | 385 | -0,77 | ||||
| 2026-05-14 | 13F | Risk Paradigm Group, LLC | 203.102 | 8,40 | 6.158 | 6,17 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 14.017 | 13,06 | 425 | 10,70 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 44.766 | 10,90 | 1.357 | 8,65 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 32.215 | 0,49 | 977 | -1,61 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 24.805 | 0,36 | 768 | -1,79 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 8.134 | -7,28 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 110.844 | 28,15 | 3.361 | 25,51 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 1.299.624 | 12,95 | 39.405 | 10,62 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 855.355 | 12,02 | 25.934 | 9,70 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 21.991 | 26,65 | 667 | 21,31 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 15.818 | 1,45 | 497 | 2,90 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 57.786 | 1.752 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 13 | 0 | ||||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 12 | 204 | ||||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 16.033 | 564,17 | 486 | 556,76 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 45.224 | 0,03 | 1.371 | -2,00 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 33.380 | 196,98 | 1.012 | 191,64 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 39 | 1 | ||||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 7.294 | 221 | ||||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 7.825 | 237 | ||||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 20.544 | 2,50 | 623 | 0,32 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 21.678 | 0,08 | 657 | -1,94 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 3.600 | 0 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 58 | 2 | ||||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 15.540 | 9,75 | 471 | 7,53 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 4.010 | 94,75 | 122 | 92,06 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 144.100 | 229,75 | 4.369 | 223,15 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 58.800 | 1,38 | 1.783 | -0,72 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | 49.854 | 62,12 | 1.512 | 58,72 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 49.317 | 3,33 | 1.495 | 1,22 | ||||
| 2026-06-01 | 13F | First Nebraska Trust Co | 12.747 | 0,29 | 386 | -1,78 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 28.211 | 0,42 | 855 | -1,61 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 6.783 | 206 | ||||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 79.589 | 1,65 | 2.413 | -0,45 | ||||
| 2026-04-27 | 13F | Hgk Asset Management Inc | 17.431 | 529 | ||||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 17.575 | 533 | ||||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 2.866 | 63,77 | 89 | 62,96 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 6.687 | 0,51 | 203 | -1,46 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 236.520 | 6,24 | 7.171 | 4,05 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 67.291 | 104,61 | 2.040 | 100,39 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 41.790 | 438,67 | 1.319 | 449,58 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 510 | |||||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 1.688 | 51 | ||||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 15.456 | 24,36 | 469 | 21,88 | ||||
| 2026-05-11 | 13F | Strategic Wealth Designers | 217.935 | 0,70 | 6.608 | -1,39 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 25.279 | 21,00 | 766 | 18,58 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 88.030 | 3,03 | 2.669 | 0,91 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 821.917 | 4,07 | 24.921 | 1,91 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 73.400 | 14,33 | 2.225 | 11,98 | |||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 11.100 | 337 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 44.700 | 120,20 | 1.355 | 115,76 | |||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 514.757 | 30,20 | 15.607 | 27,51 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 103.625 | 91,17 | 3.142 | 87,19 | ||||
| 2026-05-11 | 13F | Sidoxia Capital Management, LLC | 22.751 | 690 | ||||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 1.150 | 15,00 | 35 | 13,33 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 13.154 | 399 | ||||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 156 | 0,65 | 5 | 0,00 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 24.511 | 743 | ||||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 24.222 | 62,13 | 739 | 56,03 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 42.698 | 25,36 | 1.295 | 22,77 | ||||
| 2026-04-23 | 13F | McElhenny Sheffield Capital Management, LLC | 9.154 | 2,80 | 278 | 0,73 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 46.287 | 20,44 | 1.403 | 18,00 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 80.928 | 13,68 | 2.454 | 11,30 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 72.006 | 1,23 | 2.196 | -0,27 | ||||
| 2026-05-15 | 13F | Coral Wealth Management, LLC | 18.196 | 552 |
