Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in PriceSmart, Inc. eröffnet haben, gehören Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, Vanguard Fiduciary Trust Co, William Blair Investment Management, Llc, Edgestream Partners, L.P., Calamos Advisors LLC, VANGUARD ASSET MANAGEMENT, Ltd, Caption Management, LLC, Hedeker Wealth, LLC, DDD Partners, LLC, Aubrey Capital Management Ltd, Vanguard Global Advisers, LLC, Peak6 Llc, Vanguard Investments Australia, Ltd., Freestone Grove Partners LP, Cynosure Management, Llc, Boothbay Fund Management, Llc, C WorldWide Group Holding A/S, Bayforest Capital Ltd, und Journey Strategic Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 320.481 | 47,69 | 48.232 | 81,19 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 108.072 | 925,55 | 16.265 | 1.158,82 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 51.838 | 120,31 | 7.802 | 170,30 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 1.500 | 226 | |||||
| 2026-05-15 | 13F | Freestone Grove Partners LP | 4.179 | 629 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 352 | 59,28 | 53 | 92,59 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 4.839 | 18,34 | 728 | 45,31 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 55.966 | 2.422,13 | 8.423 | 2.996,32 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 1.453.112 | 8,61 | 218.694 | 33,25 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 73 | 43,14 | 11 | 66,67 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 34.321 | 5.165 | ||||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 1.433 | 216 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 2 | 0 | ||||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 1.754 | 264 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 47 | 11,90 | 7 | 40,00 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | Call | 800 | 120 | |||||
| 2026-05-08 | 13F | Eurizon Capital SGR S.p.A. | 233 | 82,03 | 35 | 126,67 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 40.365 | 6.075 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 11 | 1 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 9.990 | 37,53 | 1.504 | 68,69 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 569 | 8,80 | 86 | 32,81 | ||||
| 2026-05-06 | 13F | C WorldWide Group Holding A/S | 1.874 | 0 | ||||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 794 | 1,66 | 119 | 25,26 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.088 | 4.084,62 | 133 | 4.333,33 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 63 | 40,00 | 9 | 80,00 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 18 | 3 | ||||||
| 2026-04-30 | 13F | Nuveen, LLC | 52.921 | 0,73 | 7.965 | 23,59 | ||||
| 2026-04-16 | 13F | E. Ohman J:or Asset Management AB | 131.990 | 539,86 | 19.864 | 685,14 | ||||
| 2026-05-11 | 13F | Hedeker Wealth, LLC | 19.365 | 2.914 | ||||||
| 2026-04-10 | 13F | Linden Thomas Advisory Services, LLC | 16.672 | 96,05 | 2.509 | 140,56 | ||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 12.065 | 1,51 | 1.816 | 24,49 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 39 | 143,75 | 6 | 400,00 | ||||
| 2026-05-13 | 13F | State of Wyoming | 1.162 | 175 | ||||||
| 2026-04-30 | 13F | Oak Ridge Investments Llc | 23.877 | 1,36 | 3.593 | 24,37 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 8.119 | 27,42 | 1.222 | 56,34 | ||||
| 2026-05-15 | 13F | Susquehanna Portfolio Strategies, LLC | 22.294 | 16,14 | 3.355 | 42,52 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 84 | 13 | ||||||
| 2026-04-29 | 13F | Police & Firemen's Retirement System of New Jersey | 7.074 | 3,94 | 1.065 | 27,58 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 262 | 59,76 | 40 | 95,00 | ||||
| 2026-03-26 | 13F/A | Peak6 Llc | Call | 10.500 | 1.103 | |||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 897 | 20,40 | 0 | |||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 5.721 | 861 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 16 | 2 | ||||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 26 | 225,00 | 4 | |||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 2.763 | 0,91 | 416 | 25,38 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 4.087.992 | 6,21 | 615.243 | 30,30 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 1.577 | 237 | ||||||
| 2026-05-15 | 13F | Engineers Gate Manager LP | 1.805 | 272 | ||||||
| 2026-04-24 | 13F | Strs Ohio | 6.800 | 1,49 | 1.023 | 24,60 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 1.449 | 0 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 7.519 | 17,63 | 1.132 | 44,26 | ||||
| 2026-05-14 | 13F | BNP Paribas Asset Management Holding S.A. | 442 | 40,76 | 67 | |||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 1.996 | 2,04 | 300 | 25,52 | ||||
| 2026-05-14 | 13F | Natixis | 8.130 | 866,71 | 1.224 | 1.087,38 | ||||
| 2026-05-13 | 13F | Public Sector Pension Investment Board | 90.346 | 3,14 | 13.597 | 26,55 | ||||
| 2026-05-08 | 13F | Vanguard Investments Australia, Ltd. | 6.261 | 942 | ||||||
| 2026-05-08 | 13F | Vanguard Portfolio Management Llc | 1.802.791 | 271.320 | ||||||
| 2026-04-27 | 13F | Ethic Inc. | 4.033 | 48,00 | 607 | 81,74 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 6 | 50,00 | 1 | |||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 232 | 2,20 | 35 | 25,93 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 1.921 | 14,62 | 289 | 40,98 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 18.858 | 2.838 | ||||||
| 2026-05-15 | 13F | Caption Management, LLC | Call | 20.000 | 3.010 | |||||
| 2026-05-15 | 13F | XTX Topco Ltd | 6.077 | 915 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 42 | 6 | ||||||
| 2026-05-12 | 13F | Creative Planning | 43.088 | 54,15 | 6.485 | 89,15 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 168 | 73,20 | 25 | 118,18 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 8.180 | 51,45 | 1.231 | 85,95 | ||||
| 2026-05-07 | 13F | Swiss National Bank | 51.900 | 0,58 | 7.811 | 23,40 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 21.300 | 204,29 | 3.206 | 273,54 | |||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 36 | 9,09 | 5 | 25,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 11.555 | 1.739 | ||||||
| 2026-05-05 | 13F | Aubrey Capital Management Ltd | 13.300 | 2.002 | ||||||
| 2026-05-15 | 13F | Caption Management, LLC | Put | 20.000 | 3.010 | |||||
| 2026-04-15 | 13F | Bayforest Capital Ltd | 1.845 | 278 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 4.900 | 122,73 | 737 | 173,98 | |||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 57.635 | 701,71 | 8.674 | 884,56 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 1 | 0 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 209 | 44,14 | 32 | 82,35 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 5 | 25,00 | 1 | |||||
| 2026-02-13 | 13F | Barclays Plc | 40.048 | 8,74 | 4.913 | 10,06 | ||||
| 2026-05-14 | 13F | Panagora Asset Management Inc | 18.241 | 1,22 | 2.745 | 24,21 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 651 | 22,60 | 98 | 49,23 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 2 | 0 | ||||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 572 | 1,24 | 86 | 24,64 | ||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | 2.703 | 407 | ||||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 223.342 | 0,27 | 34 | 22,22 | ||||
| 2026-05-15 | 13F | State Of Wisconsin Investment Board | 10.380 | 31,01 | 1.562 | 60,87 | ||||
| 2026-04-29 | 13F | Klp Kapitalforvaltning As | 5.800 | 3,57 | 873 | 27,11 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 119.976 | 2,50 | 18.056 | 25,76 | ||||
| 2026-05-15 | 13F | Prelude Capital Management, Llc | 1.783 | 2.871,67 | 268 | 3.728,57 | ||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 2.309 | 0,39 | 348 | 23,05 | ||||
| 2026-05-15 | 13F | State of Tennessee, Treasury Department | 8.024 | 40,18 | 1.208 | 48,28 | ||||
| 2026-04-23 | 13F | CBOE Vest Financial, LLC | 56.895 | 1,99 | 8.563 | 25,12 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 28.984 | 5.913,28 | 4.362 | 7.293,22 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 2.611 | 27,68 | 393 | 56,80 | ||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 12.356 | 1.860 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 81.477 | 1,02 | 12.262 | 23,93 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 165 | 25 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 174.499 | 133,67 | 26.262 | 186,70 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 37.733 | 4,30 | 5.679 | 27,94 | ||||
| 2026-05-15 | 13F | Lombard Odier Asset Management (Europe) Ltd | 61.512 | 1,20 | 9.258 | 24,16 | ||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 795.510 | 4,23 | 119.741 | 27,87 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 788 | 203,08 | 119 | 280,65 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 27 | 4 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 295.859 | 59,37 | 44.527 | 95,42 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 8.034 | 23,39 | 1.209 | 51,50 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 3.413 | 9,81 | 514 | 34,65 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 4.100 | 15,56 | 617 | 41,84 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 4.140 | 13,05 | 623 | 38,75 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 64 | 10 | ||||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 1.569 | 236 | ||||||
| 2026-04-27 | 13F | Directional Asset Management | 3.834 | 54,78 | 577 | 90,10 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 12.241 | 2,75 | 1.842 | 26,08 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 1.553 | 234 | ||||||
| 2026-05-14 | 13F | Algert Global Llc | 36.847 | 247,71 | 6 | 400,00 | ||||
| 2026-05-13 | 13F | Xponance, Inc. | 2.402 | 18,56 | 362 | 45,56 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 88 | 175,00 | 13 | 333,33 | ||||
| 2026-05-15 | 13F | Kemnay Advisory Services Inc. | 182 | 225,00 | 27 | 350,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 6.377 | 114,86 | 960 | 163,46 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 23.416 | 11,73 | 3.524 | 37,12 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 234 | 4,46 | 35 | 29,63 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 2.175 | 0,23 | 327 | |||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 1.157.033 | 174.133 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 235 | 1,73 | 35 | 25,00 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 109 | 17,20 | 16 | 45,45 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 21.239 | 3.196 | ||||||
| 2026-05-14 | 13F | DnB Asset Management AS | 1.728 | 260 | ||||||
| 2026-05-13 | 13F/A | Walleye Capital LLC | Call | 1.100 | 166 | |||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 5.825 | 7,51 | 877 | 31,93 | ||||
| 2026-05-13 | 13F/A | Walleye Capital LLC | Put | 600 | 90 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 360 | 44 | ||||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 183.665 | 123,72 | 27.642 | 174,49 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 63.674 | 0,98 | 9.583 | 23,88 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 191 | 130,12 | 29 | 180,00 | ||||
| 2026-05-12 | 13F | Fox Run Management, L.l.c. | 4.734 | 80,34 | 701 | 117,70 | ||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 176.493 | 26.562 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 526.677 | 0,65 | 79.265 | 23,49 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 7 | 1 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 6.185 | 0,06 | 1 | |||||
| 2026-04-27 | 13F | Truist Financial Corp | 36.611 | 2,23 | 5.510 | 25,40 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | 20.739 | 3.121 | ||||||
| 2026-05-08 | 13F | VANGUARD ASSET MANAGEMENT, Ltd | 25.378 | 3.819 | ||||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 2.317 | 349 | ||||||
| 2026-04-28 | 13F | Everence Capital Management Inc | 1.550 | 0 | ||||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 595 | 3,48 | 90 | 27,14 | ||||
| 2026-05-15 | 13F | California State Teachers Retirement System | 30.720 | 22,68 | 4.623 | 50,54 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 5.772 | 0,84 | 869 | 23,65 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 29.093 | 0,15 | 3.569 | 0,14 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 4 | 100,00 | 1 | |||||
| 2026-05-05 | 13F | Illinois Municipal Retirement Fund | 13.526 | 2,43 | 2.036 | 25,69 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 2.600 | 391 | ||||||
| 2026-05-15 | 13F | Man Group plc | 126.703 | 292,88 | 19.069 | 382,00 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1.302 | 20,11 | 196 | 47,73 | ||||
| 2026-05-15 | 13F | Capstone Investment Advisors, Llc | 1.985 | 299 | ||||||
| 2026-04-24 | 13F | James Investment Research Inc | 7.557 | 0,15 | 1.137 | 22,92 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 590 | 14,34 | 72 | 16,13 | ||||
| 2026-05-15 | 13F | Progeny 3, Inc. | 272.100 | 18,51 | 40.951 | 45,40 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 143.146 | 10,45 | 21.543 | 35,51 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 210 | 1,45 | 32 | 24,00 | ||||
| 2026-05-14 | 13F | Pertento Partners LLP | 524.656 | 7,43 | 78.961 | 31,80 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 3.613 | 40,75 | 544 | 72,93 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 2.655 | 8,50 | 400 | 58,33 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 27.675 | 4.165 | ||||||
| 2026-05-08 | 13F | William Blair Investment Management, Llc | 52.991 | 7.975 | ||||||
| 2026-02-09 | 13F | Quest Partners LLC | 5.001 | 1.107,97 | 613 | 1.126,00 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 2 | 0 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 68 | 9,68 | 10 | 42,86 | ||||
| 2026-01-29 | 13F | Comerica Bank | 33.224 | 77,20 | 4.076 | 79,36 | ||||
| 2026-05-15 | 13F | Punch & Associates Investment Management, Inc. | 162.193 | 1,61 | 24.410 | 24,66 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 13.800 | 39,39 | 2.077 | 71,00 | |||
| 2026-05-15 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 7.261 | 35,72 | 1.093 | 66,46 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 14.773 | 5,14 | 2.224 | 29,02 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1.722.026 | 20,59 | 259.165 | 47,95 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 6.931 | 0,79 | 1.043 | 23,72 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 55.462 | 11,59 | 8.217 | 34,77 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 6.886 | 0,55 | 1.036 | 23,33 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 166 | 26,72 | 25 | 50,00 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 2.453 | 4,43 | 369 | 28,13 | ||||
| 2026-05-13 | 13F | Picton Mahoney Asset Management | 10.691 | 82.138,46 | 1.609 | 160.700,00 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 4 | 100,00 | 1 | |||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 2.753 | 62,61 | 414 | 100,00 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 3.769 | 44,96 | 567 | 78,30 | ||||
| 2026-05-15 | 13F | Amundi | 3.040 | 458 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.460 | 0,41 | 179 | 1,70 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 10 | 2 | ||||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 115 | 161,36 | 17 | 240,00 | ||||
| 2026-05-14 | 13F | Swiss Life Asset Management Ltd | 2.717 | 3,19 | 409 | 26,71 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 1.879 | 283 | ||||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 2.889 | 435 |
