Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Vanguard World Fund - Vanguard Health Care ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, Vista Investment Partners Ii, Llc, Sidoxia Capital Management, LLC, Evergreen Wealth Solutions, LLC, Junk Investment Group, LLC, Financial Solutions Advisory Group, Inc., Cornerstone Select Advisors, LLC, Vestmark Advisory Solutions, Inc., Facet Wealth, Inc., Vanguard National Trust Co, AMG National Trust Bank, Perennial Advisors, LLC, Sun Group Wealth Partners, DUTCH ASSET Corp, Calamos Advisors LLC, Burford Brothers, Inc., Exencial Wealth Advisors, Llc, Lafayette Investments, Inc., Dickmeyer Boyce Financial Management, Inc., und Van Den Berg Management I, Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1.274 | 0,16 | 347 | -5,46 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 1.355 | 746,88 | 0 | |||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 18.159 | 4,66 | 4.945 | -0,98 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 7.653 | 5,11 | 2.203 | 16,56 | ||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 897 | 0,34 | 244 | -5,06 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 3.969 | 7,47 | 1.081 | 1,60 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 55.119 | 20,60 | 15.011 | 14,09 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 209.756 | 0,52 | 57.125 | -4,90 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 1.576 | 57,29 | 429 | 48,96 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 475 | 163,89 | 64 | 23,53 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2.113 | 3,53 | 575 | -2,04 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 1.606 | 4,35 | 437 | -1,35 | ||||
| 2026-04-21 | 13F | WMS Group LLC | 1.746 | 0,34 | 475 | -5,00 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 13.166 | 7,77 | 3.585 | 1,96 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 4.315 | 78,01 | 1.176 | 68,34 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 894 | 243 | ||||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 2.063 | 0,49 | 594 | 11,26 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2.272 | 0,93 | 654 | 11,99 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 13.537 | 3.687 | ||||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 99.933 | 0,25 | 27 | -3,57 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 3.766 | 47,05 | 1.026 | 39,08 | ||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 3.148 | 0,48 | 857 | -4,88 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 2.422 | 8,32 | 660 | 2,49 | ||||
| 2026-05-11 | 13F | NLB Skladi, upravljanje premozenja, d.o.o. | 4.168 | 13,26 | 1.135 | 7,18 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 268 | 0,37 | 73 | -5,26 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 2.865 | 1,96 | 786 | -2,85 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 815 | 0,37 | 222 | -5,15 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 13.753 | 1,20 | 3.746 | -4,27 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 1.315 | 0,31 | 358 | -5,04 | ||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 1.703 | 0,35 | 464 | -5,12 | ||||
| 2026-04-28 | 13F | Nvest Financial, LLC | 1.253 | 0,24 | 341 | -5,01 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 217 | 59 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 5.248 | 1,18 | 1.429 | -4,29 | ||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 815 | 2,64 | 222 | -2,63 | ||||
| 2026-04-23 | 13F | Northstar Asset Management Llc | 8.390 | 1,15 | 2.285 | -4,32 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 16.100 | 16,68 | 4.385 | 10,40 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 23.868 | 0,55 | 6.500 | -0,14 | ||||
| 2026-05-13 | 13F | Invictus Private Wealth, Llc | 177.171 | 2,51 | 48.249 | -3,02 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 1.131 | 0,35 | 308 | -5,25 | ||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 3.246 | 0,06 | 884 | -5,36 | ||||
| 2026-05-14 | 13F | Betterment LLC | 1.463 | 4,28 | 0 | |||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 24.506 | 1,30 | 6.674 | -4,16 | ||||
| 2026-05-15 | 13F | Readystate Asset Management Lp | 5.391 | 78,87 | 1.468 | 69,32 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 89.063 | 1,23 | 24.255 | -4,23 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 45.547 | 0,69 | 12.404 | -4,74 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 32.200 | 973,33 | 8.769 | 916,11 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | 20.371 | 13,11 | 5.548 | 7,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 11.100 | 117,65 | 3.023 | 105,86 | |||
| 2026-05-08 | 13F | Aspen Wealth Strategies, LLC | 10.979 | 3,42 | 2.990 | -2,16 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 8.823 | 3,06 | 2.403 | -2,52 | ||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 1.519 | 2,36 | 414 | -3,28 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 964 | 26,18 | 263 | 19,63 | ||||
| 2026-05-07 | 13F | Richard C. Young & CO., LTD. | 748 | 204 | ||||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 1.176 | 0,26 | 320 | -5,04 | ||||
| 2026-04-14 | 13F | Joule Financial, LLC | 10.737 | 1,40 | 2.924 | -4,07 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 17 | 5 | ||||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 19.868 | 1,92 | 5.411 | -3,58 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 20.768 | 368,49 | 5.656 | 343,18 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 126.729 | 8,63 | 34.513 | 8,63 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 5.338 | 0,26 | 1.454 | -5,16 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 464 | 0,22 | 126 | -5,26 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1.819 | 0,33 | 523 | 11,28 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 850 | 7,32 | 231 | 1,76 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 13.024 | 2,42 | 3.547 | -3,11 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 16.784 | 1,78 | 4.571 | -3,71 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 347.137 | 5,29 | 94.532 | -0,45 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 990 | 35,80 | 270 | 28,10 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 24.642 | 5,95 | 6.711 | 16,17 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 1.865 | 4,89 | 508 | -0,78 | ||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 1.024 | 0,10 | 279 | -5,10 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 1.701 | 0,06 | 463 | -5,32 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 3.818 | 11,57 | 1.043 | 5,79 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 2.491 | 2,93 | 678 | -2,59 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 185.985 | 3,94 | 50.649 | -1,66 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 177 | 5,36 | 48 | 0,00 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 160 | 44 | ||||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 308 | 84 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 577 | 20,71 | 157 | 14,60 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 7.045 | 0,50 | 1.919 | -4,91 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 4.331 | 11,59 | 1.179 | 5,55 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2.458 | 52,86 | 670 | 44,81 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 745 | 2,76 | 203 | -2,88 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 2.139 | 583 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 62 | 17 | ||||||
| 2026-05-15 | 13F | Ballast, Inc. | 40.198 | 2,05 | 10.947 | -3,45 | ||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 3.119 | 2,46 | 849 | -3,08 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 8.982 | 0,34 | 2.446 | -5,05 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 7.041 | 6,14 | 1.918 | 0,42 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 2.595 | 42,98 | 1 | |||||
| 2026-05-05 | 13F | Napier Financial, LLC | 54 | 15 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 57 | 16 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 1.129 | 2,36 | 307 | -3,15 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 24.741 | 1,05 | 6.738 | -4,40 | ||||
| 2026-05-11 | 13F | Commerce Bank | 4.423 | 9,13 | 1.205 | 3,26 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 19.268 | 42,63 | 5.247 | 34,95 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 3.067 | 91,69 | 835 | 81,52 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 60 | 150,00 | 0 | |||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 899 | 245 | ||||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 800 | 0,13 | 218 | -5,65 | ||||
| 2026-04-22 | 13F | BigSur Wealth Management LLC | 4.700 | 27,03 | 1.280 | 20,09 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 8.947 | 1,07 | 2.436 | -4,40 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 5.021 | 221,45 | 1.368 | 204,45 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 3.217 | 876 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 1.219 | 8,45 | 332 | 2,48 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 1.049 | 0,10 | 286 | -5,32 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 20.853 | 25,30 | 5.679 | 18,56 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 26.231 | 17,24 | 7.143 | 10,92 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 6.698 | 0,69 | 1.928 | 11,70 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 80.981 | 14,52 | 22.054 | 8,35 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 1.315 | 0,23 | 363 | -4,23 | ||||
| 2026-04-28 | 13F | McGuire Investment Group, LLC | 2.673 | 0,79 | 728 | -4,72 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 225 | 12,50 | 61 | 7,02 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 2.310 | 0,13 | 629 | -5,27 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 4.533 | 1.235 | ||||||
| 2026-04-14 | 13F | Banque Pictet & Cie Sa | 842 | 229 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 19.772 | 5.385 | ||||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 1.225 | 0,16 | 334 | -5,13 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 22.266 | 1,63 | 6.064 | -3,85 | ||||
| 2026-05-04 | 13F | Nwam Llc | 1.415 | 2,83 | 385 | -4,70 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 64 | 17 | ||||||
| 2026-04-27 | 13F | Burford Brothers, Inc. | 874 | 238 | ||||||
| 2026-05-12 | 13F | One Capital Management, LLC | 2.590 | 7,92 | 705 | 2,17 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 903 | 0,33 | 246 | -5,41 | ||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 4.864 | 0,35 | 1.325 | -5,09 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 7.303 | 12,51 | 1.989 | 6,42 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 7.735 | 0,21 | 2.107 | -5,22 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 348 | 20,83 | 95 | -6,00 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 130 | 12,07 | 35 | 6,06 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 12.154 | 11,08 | 3.310 | 5,11 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 1.099 | 5,67 | 0 | |||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 5.143 | 1.401 | ||||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 1.666 | 1,90 | 454 | -3,62 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 8.866 | 28,94 | 2.414 | 21,98 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 4.901 | 5,62 | 1.335 | -0,07 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 7.039 | 0,09 | 1.917 | -5,34 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1.171 | 1,39 | 319 | -4,22 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 85.250 | 2,16 | 23.216 | -3,88 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 59.080 | 39,58 | 16.089 | 32,05 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 736 | 71,16 | ||||||
| 2026-05-01 | 13F | CMG Global Holdings, LLC | 1.403 | 0,07 | 382 | -5,45 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 28 | 86,67 | 0 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 24.575 | 31,52 | 6.693 | 24,43 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 9.572 | 11,99 | 2.607 | 5,93 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 3.481 | 4,07 | 950 | -1,45 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 4.690 | 1 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 6.525 | 95,01 | 2 | |||||
| 2026-05-06 | 13F | SP Asset Management LLC | 39.969 | 21,76 | 10.885 | 15,19 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 1.251 | 0,24 | 341 | -5,29 | ||||
| 2026-05-07 | 13F | Resolute Advisors LLC | 817 | 0,37 | 222 | -5,13 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 1.670 | 4,83 | 455 | -0,87 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 25.308 | 5,98 | 6.892 | 0,28 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 3.804 | 24,93 | 1.036 | 18,26 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 1.447 | 26,93 | 396 | 18,92 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 1.190 | 1,54 | 324 | -4,15 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 2.326 | 5,15 | 633 | -0,47 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 916 | 66,24 | 244 | 52,83 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 832 | 525,56 | 227 | 494,74 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 1.038 | 24,01 | 283 | 17,01 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 2.895 | 15,20 | 788 | 8,99 | ||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 1.398 | 381 | ||||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 489 | 133 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 20.121 | 3,39 | 5.480 | -2,20 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 12.937 | 0,94 | 3.523 | -4,50 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 1.192 | 27,21 | 325 | 20,45 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 32.971 | 6,45 | 8.979 | 0,71 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 31.836 | 8,61 | 8.670 | 2,75 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 5.187 | 1.413 | ||||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 1.423 | 0,35 | 388 | -5,15 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 4.652 | 0,26 | 1.267 | -5,17 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 150 | 41 | ||||||
| 2026-05-08 | 13F | DUTCH ASSET Corp | 1.095 | 298 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 9.637 | 8,15 | 2.624 | 2,30 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 14.748 | 4,23 | 4.016 | -1,38 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 27.121 | 5,49 | 7.386 | -0,20 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 123 | 36 | ||||||
| 2026-04-21 | 13F | North Forty Two & Co. | 8.874 | 2,31 | 2.417 | -3,21 | ||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 5.001 | 0,02 | 1.362 | -5,42 | ||||
| 2026-04-06 | 13F | CX Institutional | 4.565 | 1,78 | 1 | 0,00 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 1.119 | 0,90 | 305 | -4,70 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 509 | 3,04 | 138 | -2,82 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 913 | 0,11 | 249 | -5,34 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 957 | 4,36 | 261 | -1,52 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 3.072 | 837 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 4.376 | 1,16 | 1.192 | -4,34 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 2.468 | 0,04 | 672 | -5,35 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 6.531 | 0,20 | 1.779 | -5,22 | ||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 2.262 | 64,51 | 637 | 61,27 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 56.429 | 2,65 | 15.367 | -2,88 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 1.343 | 30,14 | 366 | 22,90 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 1.335 | 8,54 | 364 | 2,54 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1.712 | 1.401,75 | 466 | 1.356,25 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 1.622 | 0,37 | 442 | -5,16 | ||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 3.301 | 5,97 | 892 | -0,45 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 4.247 | 1.157 | ||||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 4.136 | 1.126 | ||||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 219 | 60 | ||||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 73 | 20 | ||||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 1.221 | 0,33 | 333 | -5,14 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 24.134 | 4,07 | 6.572 | -1,54 | ||||
| 2026-04-21 | 13F | Creekside Partners | 1.975 | 0,20 | 538 | -5,29 | ||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 299 | 81 | ||||||
| 2026-05-14 | 13F | Potomac Fund Management Inc /adv | 91.100 | 14,16 | 24.809 | 8,01 | ||||
| 2026-05-06 | 13F | Sun Group Wealth Partners | 1.347 | 367 | ||||||
| 2026-04-14 | 13F | Congress Park Capital LLC | 2.055 | 17,09 | 560 | 10,69 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 2.545 | 29,91 | 693 | 22,87 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 1.915 | 70,37 | 533 | 65,02 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 8.776 | 34,25 | 2.390 | 27,01 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 39.700 | 14,08 | 10.812 | 7,93 | |||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 14.400 | 1.078,40 | 3.922 | 1.017,09 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 22.137 | 238,75 | 6.029 | 220,47 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 13.271 | 4,65 | 3.614 | -0,99 | ||||
| 2026-05-14 | 13F | Morningstar Investment Management LLC | 56.514 | 22,47 | 15.390 | 118.284,62 | ||||
| 2026-04-16 | 13F | Trinity Legacy Partners, LLC | 21.511 | 10,45 | 5.978 | 6,64 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 1.016 | 11,28 | 277 | 5,34 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 8.245 | 5,71 | 2.246 | -1,36 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 6.308 | 11,06 | 1.718 | 5,02 | ||||
| 2026-04-20 | 13F | Trust Co Of Oklahoma | 33.643 | 3,14 | 9.162 | -2,43 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 3.863 | 21,40 | 1.052 | 14,97 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 1.625 | 13,72 | 445 | 6,22 | ||||
| 2026-04-27 | 13F | Allied Investment Advisors, LLC | 171.706 | 2,65 | 46.761 | -2,89 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 3.086 | 0,03 | 840 | -5,30 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 1.991 | 542 | ||||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 6.515 | 10,71 | 1.774 | 4,78 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 2.367 | 42,85 | 645 | 35,29 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 8.663 | 13,51 | 2.359 | 7,37 | ||||
| 2026-05-13 | 13F | Cornerstone Select Advisors, LLC | 3.329 | 907 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 2.840 | 773 | ||||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 3.503 | 0,06 | 954 | -5,26 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 5.489 | 2,91 | 1.495 | -2,67 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 7.609 | 10,66 | 2.072 | 4,70 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 879 | 4,77 | 239 | -0,83 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 13.460 | 7,65 | 3.666 | 1,83 | ||||
| 2026-04-23 | 13F | Guardian Wealth Management, LLC | 14.457 | 1,18 | 3.937 | -4,26 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 1.375 | 0,07 | 375 | -5,32 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 459.701 | 1,82 | 125.190 | -3,67 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 1.498 | 11,38 | 400 | 2,05 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 2.348 | 6,34 | 639 | 0,63 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 20.979 | 9,40 | 5.713 | 3,52 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 1.793 | 90,14 | 488 | 80,07 | ||||
| 2026-05-05 | 13F | Paradigm Capital Management, LLC/NV | 15.176 | 2,31 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Palisade Capital Management Llc/nj | 1.054 | 287 | ||||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 453 | 0,22 | 123 | -5,38 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 6.608 | 9,24 | 1.800 | 3,33 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 1.245 | 20,06 | 339 | 13,76 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 1.420 | 4,03 | 387 | -1,53 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 136.677 | 116,44 | 39.343 | 139,95 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 28.076 | 2,23 | 7.646 | -3,29 | ||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 1.751 | 0,11 | 477 | -5,37 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.712.696 | 6,41 | 466.419 | 0,67 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 19 | 5 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 3.217 | 876 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 3.682 | 10,60 | 1.003 | 4,59 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2.023 | 11,40 | 551 | 5,56 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 1.763 | 480 | ||||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 4.854 | 0,25 | 1.322 | -5,17 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 2.251 | 206,68 | 613 | 190,52 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 5.242 | 18,38 | 1.467 | 15,15 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 13.307 | 88,46 | 3.624 | 78,30 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 1.683 | 57,44 | 458 | 49,19 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 494 | 142 | ||||||
| 2026-05-15 | 13F | Destination Wealth Management | 19.363 | 0,03 | 5.273 | -5,37 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 16.095 | 0,63 | 4.383 | -4,80 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 3.635 | 0,83 | 990 | -4,63 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 896 | 15,76 | 244 | 9,91 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 5.148 | 2,65 | 1.402 | -2,91 | ||||
| 2026-05-07 | 13F | Carson Advisory Inc. | 1.180 | 9,26 | 321 | 3,55 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 981 | 5,03 | 267 | -0,37 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 81.872 | 13,53 | 21.746 | 4,76 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 2.713 | 739 | ||||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 2.374 | 0,04 | 647 | -5,28 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 915 | 5,78 | 249 | 0,00 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 6.120 | 0,03 | 1.667 | -5,39 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 48.406 | 219,66 | 13.182 | 202,48 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 36.638 | 9.978 | ||||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 33.121 | 6,20 | 9.033 | 0,43 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 37.948 | 0,65 | 10.334 | -4,78 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 28 | 0 | ||||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 3.227 | 3,00 | 879 | -2,55 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 1.971 | 4,07 | 537 | -1,65 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 88 | 24 | ||||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 6.948 | 15,86 | 1.892 | 9,62 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 9.311 | 4,17 | 2.536 | -1,44 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 3.132 | 57,86 | 853 | 49,21 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 1.344 | 3,07 | 366 | -2,40 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 2.955 | 167,66 | 805 | 153,63 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.066 | 11,97 | 290 | 5,84 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 6.499 | 8,68 | 1.770 | 2,79 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 1.272 | 16,48 | 347 | 10,19 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 1.269 | 5,93 | 346 | 0,29 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 3.129 | 6,21 | 852 | 0,47 | ||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 911 | 23,11 | 248 | 16,43 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 1.394 | 14,92 | 380 | 8,60 | ||||
| 2026-04-27 | 13F | Lafayette Investments, Inc. | 795 | 216 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 69 | 19 | ||||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 154 | 0,65 | 44 | 12,82 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 9.082 | 2,07 | 2.473 | -3,44 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 2.037 | 170,16 | 555 | 155,30 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 57.682 | 2,64 | 15.708 | -2,90 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 7.967 | 1.023,70 | 2.170 | 963,24 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 1.034 | 0,39 | 282 | -5,07 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 2.336 | 25,39 | 636 | 18,66 | ||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 1.500 | 114,29 | 408 | 102,99 | |||
| 2026-05-14 | 13F | Lebenthal Global Advisors, LLC | 7.824 | 0,89 | 2.131 | -4,57 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 85.552 | 17,23 | 24.626 | 29,99 | ||||
| 2026-04-14 | 13F | Grant Private Wealth Management Inc | 1.664 | 1,84 | 453 | -3,62 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 912 | 0,22 | 249 | -4,23 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 2 | 1 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 28.488 | 0,71 | 7.758 | -4,72 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 105.945 | 538,42 | 28.852 | 504,36 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 939 | 0,11 | 256 | -5,56 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 22.283 | 12,77 | 6.401 | 12,55 | ||||
| 2026-05-01 | 13F | DMKC Advisory Services, LLC | 35.613 | 8,53 | 9.698 | 2,68 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 3.840 | 22,14 | 1.046 | |||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 14.309 | 12,65 | 3.927 | 7,44 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 404 | 26,65 | 110 | 20,88 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 88 | 24 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 7.115 | 2 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 1.561 | 2,43 | 425 | -2,97 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 445 | 121 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 2.093 | 23,92 | 570 | 17,08 | ||||
| 2026-04-10 | 13F | Novem Group | 1.231 | 55,04 | 335 | 46,93 | ||||
| 2026-05-01 | 13F | American Trust | 1.879 | 13,60 | 512 | 7,35 | ||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 314 | 1,62 | 0 | |||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 2.489 | 8,41 | 678 | 2,57 | ||||
| 2026-05-14 | 13F | Rhodes Investment Advisors Inc /adv | 1.278 | 29,48 | 348 | 22,54 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 9.514 | 0,75 | 2.591 | -4,67 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 2.358 | 10,50 | 634 | 2,09 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 43.714 | 1,21 | 11.905 | -4,25 | ||||
| 2026-04-29 | 13F | KDK Private Wealth Management, LLC | 3.097 | 0,23 | 843 | -5,17 | ||||
| 2026-05-05 | 13F | Advantage Trust Co | 6.667 | 10,47 | 1.816 | 4,49 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 5.694 | 34,04 | 1.551 | 26,84 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 1.452 | 0,28 | 395 | -5,05 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 926 | 0,43 | 252 | -4,91 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 32.699 | 1.841,75 | 8.905 | 1.739,67 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 207.505 | 2,79 | 56.510 | -2,76 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 51.500 | 7,54 | 14.025 | 1,74 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 1.671 | 0,06 | 455 | -5,42 | ||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 17.030 | 1,88 | 4.638 | -3,62 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 5.789 | 0,42 | 1.577 | -5,00 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 5.840 | 0,29 | 1.591 | -5,13 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 1.435 | 0,70 | 391 | -4,88 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 16 | 4 | ||||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 1.128 | 41,00 | 307 | |||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 8 | 100,00 | 2 | 100,00 | ||||
| 2026-04-28 | 13F | Fischer Financial Services, Inc. | 12.042 | 1,72 | 3.279 | -3,76 | ||||
| 2026-04-07 | 13F | Calder Financial LLC | 881 | 0,23 | 242 | -4,37 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 218.631 | 0,12 | 58.235 | -7,35 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 6.213 | 0,15 | 1.692 | -5,21 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 1.372 | 0,66 | 374 | -4,85 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 13.219 | 1,50 | 3.600 | -3,97 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 3.757 | 4,27 | 1.023 | 102.200,00 | ||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 1.426 | 0,35 | 388 | -5,13 | ||||
| 2026-04-28 | 13F | Wealth Management Resources, Inc. | 2.768 | 0,36 | 754 | -5,04 | ||||
| 2026-04-14 | 13F | Hudson Value Partners, LLC | 4.071 | 1.109 | ||||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 3.320 | 0,03 | 904 | -5,34 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 1.170 | 0,17 | 319 | -5,36 | ||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 42 | 327 | ||||||
| 2026-04-20 | 13F | Dagco, Inc. | 2.078 | 0,05 | 566 | -5,36 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 1.128 | 0,09 | 307 | -5,25 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 1.569 | 15,37 | 427 | 9,21 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 2.243 | 0,85 | 611 | -4,69 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 2.754 | 1,06 | 750 | -4,34 | ||||
| 2026-05-13 | 13F | Dickmeyer Boyce Financial Management, Inc. | 750 | 204 | ||||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 40.040 | 1,25 | 10.904 | -4,21 | ||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 33.343 | 13,05 | 9.266 | 9,15 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 6.305 | 0,59 | 1.717 | -4,82 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 5.966 | 15,22 | 1.625 | 8,99 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 2.472 | 13,45 | 712 | 25,84 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 0 | 0 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 1.225 | 0,08 | 334 | -5,40 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 827 | 168,51 | 225 | 155,68 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 826 | 0,36 | 225 | -5,08 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 1.048 | 3,46 | 285 | -2,06 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 1.206 | 328 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 8.693 | 2,55 | 2.367 | -2,99 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 19.000 | 26,67 | 5.174 | 19,85 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 1.530 | 11,68 | 417 | 5,58 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 168 | 46 | ||||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 3.197 | 3,06 | 871 | -2,47 | ||||
| 2026-05-05 | 13F | Rayburn West Financial Services LLC | 2.938 | 0,69 | 800 | -4,65 | ||||
| 2026-05-12 | 13F | Creative Planning | 83.244 | 4,09 | 22.670 | -1,52 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 3.106 | 8,22 | 846 | 2,30 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 7.837 | 19,94 | 2.134 | 13,51 | ||||
| 2026-02-09 | 13F | Avalon Trust Co | 0 | 0 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 55.648 | 1,95 | 15.156 | -3,54 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 4.948 | 16,20 | 1.348 | 9,96 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 3.744 | 0,05 | 1.020 | -5,39 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 4.885 | 5,39 | 1.330 | -0,30 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 947 | 258 | ||||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 85 | 23 | ||||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 1.260 | 0,16 | 343 | -5,25 | ||||
| 2026-04-16 | 13F | Polianta Ltd | 34.200 | 9 | ||||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 1.034 | 11,54 | 282 | 5,64 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 318 | 87 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 65 | 3.150,00 | 18 | |||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 3.416 | 27,94 | 930 | 21,09 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 6.216 | 1,67 | 1.693 | -3,81 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 4.658 | 3,24 | 1.269 | -2,31 | ||||
| 2026-04-22 | 13F | RBA Wealth Management, LLC | 3.857 | 0,42 | 1.050 | -4,98 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 107.069 | 10,86 | 29.158 | 4,89 | ||||
| 2026-04-23 | 13F | Greenhouse Wealth Management, LLC | 1.105 | 0,36 | 301 | -5,06 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 83.199 | 2,23 | 22.657 | -3,28 | ||||
| 2026-05-15 | 13F | Fmr Llc | 45.987 | 9,76 | 12.524 | 3,84 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 12.500 | 525,00 | 3.404 | 492,00 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | 1.526 | 416 | ||||||
| 2026-05-05 | 13F | Adaptive Financial Consulting, LLC | 43.668 | 2,84 | 11.892 | -2,70 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 3.100 | 210,00 | 844 | 194,08 | |||
| 2026-05-19 | 13F | Financial Insights, Inc. | 1.417 | 2,53 | 386 | -3,02 | ||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 3.094 | 0,95 | 842 | -4,54 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 43.124 | 116,74 | 11.744 | 105,06 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 4.029 | 1,77 | 1.092 | -4,05 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 59.608 | 19,24 | 16.233 | 12,82 | ||||
| 2026-01-29 | 13F | Comerica Bank | 24.837 | 1,11 | 7.149 | 12,12 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 2.592 | 2,98 | 706 | -2,62 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 197 | 0,51 | 54 | -5,36 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 11.667 | 288,25 | 3.177 | 267,71 | ||||
| 2026-05-07 | 13F | Lakeshore Financial Planning, Inc. | 56.591 | 0,82 | 15.412 | -4,61 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 1.598 | 1,65 | 435 | -3,76 | ||||
| 2026-05-07 | 13F | Grant Street Asset Management, Inc. | 1.647 | 0,24 | 449 | -5,08 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 2.582 | 7,85 | 703 | 2,03 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 2.872 | 14,88 | 782 | 8,76 | ||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 12.105 | 70,18 | 3.297 | 61,02 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 1.430 | 1,85 | 398 | -4,80 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 2.203 | 18,19 | 600 | 11,75 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 798 | 217 | ||||||
| 2026-05-11 | 13F | Capital Square, LLC | 974 | 2,31 | 263 | -4,38 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 9.081 | 1,38 | 2.473 | -4,11 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 20.405 | 2,00 | 5.557 | -3,51 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 1.609 | 0,12 | 438 | -5,19 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 311 | 0,65 | 85 | -5,62 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 23.156 | 23,74 | 6.306 | 17,08 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 2.731 | 2,98 | 744 | -2,62 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2026-05-11 | 13F | Sidoxia Capital Management, LLC | 4.636 | 1.262 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 7.793 | 0,22 | 2.122 | -5,18 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 2.603 | 118,19 | 709 | 106,41 | ||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 6.422 | 0,90 | 1.749 | -4,59 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1.008 | 8,27 | 275 | 2,62 |
