Statistiche di base
| Proprietari istituzionali | 975 total, 971 long only, 0 short only, 4 long/short - change of 11,80% MRQ |
| Allocazione media del portafoglio | 1.2100 % - change of 2,42% MRQ |
| Azioni istituzionali (Long) | 40.237.384 (ex 13D/G) - change of 0,05MM shares 0,18% MRQ |
| Valore istituzionale (Long) | $ 14.642.086 USD ($1000) |
Proprietà istituzionale e azionisti
Vanguard World Fund - Vanguard Mega Cap Growth ETF (MX:MGK) ha 975 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 40,237,384 azioni. I maggiori azionisti includono Assetmark, Inc, Cassaday & Co Wealth Management LLC, Morgan Stanley, Bank Of America Corp /de/, LPL Financial LLC, UBS Group AG, Captrust Financial Advisors, Vantagepoint Investment Advisers Llc, Ameriprise Financial Inc, and Wells Fargo & Company/mn .
(Vanguard World Fund - Vanguard Mega Cap Growth ETF (BMV:MGK) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.
Indice del sentiment dei fondi
L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.
Frequenza di aggiornamento: giornaliera
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Depositi 13F e NPORT
Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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Important Note
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Load All| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-29 | 13F | CVA Family Office, LLC | 1.824 | 0,05 | 670 | -10,90 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 287 | -7,12 | 105 | -17,32 | ||||
| 2026-05-15 | 13F | Carroll Investors, Inc | 7.668 | 411,20 | 564 | -9,05 | ||||
| 2026-04-27 | 13F | Acute Investment Advisory, Llc | 716 | 263 | ||||||
| 2026-05-12 | 13F | Creative Planning | 134.579 | -1,05 | 49.450 | -11,92 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 1.418 | 44,84 | 521 | 55,06 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 2.698 | 0,00 | 991 | -10,96 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 2.906 | 13,78 | 1.068 | 1,23 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 2 | 0,00 | 0 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 1.685 | -1,23 | 619 | -12,07 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 1.289 | 11,22 | 0 | |||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 7.706 | -4,08 | 2.928 | -11,70 | ||||
| 2026-04-20 | 13F | FSC Wealth Advisors, LLC | 1.072 | -84,72 | 394 | -86,42 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 5.793 | 160,71 | 487 | -46,06 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 792 | 0,00 | 291 | -10,74 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 1.223 | 2,09 | 449 | -9,11 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 11.181 | 10,85 | 4.156 | 0,92 | ||||
| 2026-04-29 | 13F | Hartline Investment Corp/ | 2.685 | 0,00 | 987 | -11,01 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 509 | -3,05 | 210 | -0,47 | ||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 8.783 | 3,71 | 3.455 | -1,14 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 56 | 0,00 | 21 | -13,04 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 2.809 | 6,32 | 1.032 | -5,32 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 780 | 0,00 | 287 | -10,90 | ||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 7 | 3 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 23.203 | -27,43 | 8.526 | -35,40 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 173.959 | -24,84 | 63.920 | -33,10 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 4.217 | 0,07 | 1.550 | -10,93 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 1.513 | 0,00 | 556 | -11,06 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 126 | 46 | ||||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 8.951 | -1,04 | 3.289 | -11,92 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 2.196 | 1,67 | 807 | -9,43 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 1.052 | 0,10 | 387 | -11,06 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 3.809 | -72,49 | 1.400 | -75,52 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1.594 | 586 | ||||||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 5.771 | 20,23 | 2.120 | 7,02 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 6.444 | 0,81 | 2.368 | -10,27 | ||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 173 | 0,00 | 64 | -11,27 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 663 | -0,75 | 244 | -11,64 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Mars Jewett Financial Group, Inc. | 2.266 | 833 | ||||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 644 | -5,99 | 239 | -15,25 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 9.594 | -4,39 | 3.528 | -14,83 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 1.211 | 0,33 | 445 | -10,84 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 848 | 0,00 | 312 | -10,89 | ||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 929 | -30,93 | 342 | -38,45 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 11.708 | 9,31 | 4.302 | -2,69 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 172 | 0,58 | 63 | -10,00 | ||||
| 2026-04-28 | 13F | Fortune 45 LLC | 7.315 | 0,08 | 2.688 | -10,49 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 799 | -7,09 | 294 | -17,23 | ||||
| 2026-01-30 | 13F | BancorpSouth Bank | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 1.775 | -34,86 | 652 | -41,99 | ||||
| 2026-05-15 | 13F | Bawa N Mallick Trust | 11.004 | 0,00 | 4.043 | -10,99 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 103.174 | -2,03 | 37.910 | -12,61 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 770 | -2,04 | 283 | -12,96 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 1.707 | 1,67 | 627 | -9,52 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 1.780 | 1,37 | 654 | -9,67 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 30 | 11,11 | 11 | 0,00 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 96 | 0,00 | 35 | -10,26 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 2.201 | 809 | ||||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 2.837 | 0,00 | 1.042 | -11,02 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 1.094 | 15,40 | 402 | 2,81 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 2.877 | -5,89 | 1.154 | -9,13 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 24.079 | -4,21 | 8.848 | -14,74 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 7.206 | 0,91 | 2.648 | -10,18 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 22.990 | 3,50 | 8.448 | -7,86 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 764 | -83,91 | 281 | -85,71 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 32.941 | -0,49 | 12.104 | -11,42 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 2.411 | -2,78 | 886 | -13,49 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 19.509 | -1,76 | 7.168 | -12,54 | ||||
| 2026-04-23 | 13F | Simmons Bank | 1.400 | 0,00 | 514 | -10,92 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 97.943 | 4,63 | 35.988 | 4,99 | ||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 1.170 | 0,00 | 430 | -11,00 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 2.473 | -7,17 | 909 | -17,38 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 3.711 | 1,06 | 1.364 | -10,03 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 810 | 40,38 | 298 | 24,79 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 918 | 0,00 | 337 | -10,85 | ||||
| 2026-02-06 | 13F | Redmont Wealth Advisors Llc | 10 | 0,00 | 4 | 0,00 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 8.685 | 715 | ||||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 655 | 0,00 | 241 | -11,11 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 1.035 | 0,00 | 380 | -11,01 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 250 | 0,00 | 92 | -11,65 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 2.311 | 3,35 | 849 | -7,92 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 63 | 23 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 254.840 | 15,25 | 93.638 | 2,59 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 7.109 | -7,60 | 2.612 | -17,73 | ||||
| 2026-06-04 | 13F | Evansbrook LLC | 0 | -100,00 | 0 | |||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 6.206 | 75,21 | 2.280 | 55,95 | ||||
| 2026-04-06 | 13F | CX Institutional | 74.199 | -48,37 | 27 | -54,24 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 1.016 | 373 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 6.584 | 89,90 | 2.419 | 69,04 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 11 | 0,00 | 4 | -25,00 | ||||
| 2026-05-15 | 13F | Ballast, Inc. | 646 | 0,00 | 237 | -10,90 | ||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Cowa, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | ICONIQ Capital, LLC | 1.459 | 0,00 | 536 | -10,96 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 2.097 | -14,72 | 771 | -24,14 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 11.913 | -50,20 | 4.377 | -55,67 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 32.500 | 0,00 | 12 | -15,38 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 1.554 | 0,00 | 571 | -11,08 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 8.486.761 | -1,21 | 3.118.375 | -12,06 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 5 | 0,00 | 0 | |||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 3.842 | 400,91 | 327 | 5,48 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 635 | 233 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 717 | 26,90 | 264 | 12,88 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 1.914 | -22,51 | 703 | -31,01 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 1.031 | 15,71 | 379 | 3,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 29.404 | 6,99 | 10.804 | -4,75 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 1.477 | 8,05 | 543 | -3,90 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 6.724 | -51,66 | 2.471 | -56,98 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 168 | 33,33 | 62 | 17,31 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 14.326 | -4,36 | 5.264 | -14,87 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 63 | 23 | ||||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 3.714 | -9,13 | 1.365 | -19,15 | ||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 4.179 | -0,95 | 1.536 | -11,83 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 14.086 | 38,71 | 5.176 | 23,50 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Barclays Plc | 655 | 37,32 | 270 | 41,36 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 1.785 | -0,45 | 656 | -11,49 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 3.855 | -1,38 | 1.417 | -12,21 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 99 | 0,00 | 36 | -10,00 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 91.214 | -1,08 | 33.516 | -11,95 | ||||
| 2026-04-08 | 13F | Erickson Financial Group, LLC | 74.021 | 2,88 | 27.198 | -8,41 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 2.667 | 0,00 | 980 | -11,00 | ||||
| 2026-01-23 | 13F | Bowman & Co S.C. | 4.918 | -0,47 | 2.030 | 2,06 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 15 | 0 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 58.240 | -0,78 | 21.400 | -11,67 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 2.324 | -11,77 | 854 | -21,53 | ||||
| 2026-05-04 | 13F | Nwam Llc | 4.011 | -43,62 | 1.474 | -49,54 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 30 | 0,00 | 11 | -8,33 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 414 | -27,87 | 152 | -35,59 | ||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 4.295 | 0,14 | 1.578 | -10,85 | ||||
| 2026-05-11 | 13F/A | First Affirmative Financial Network | 1.243 | 0,00 | 457 | -8,80 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 2.412 | 0,00 | 886 | -10,95 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 1.453 | -16,83 | 534 | -22,42 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 5.334 | 6,68 | 1.960 | -5,04 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 14 | 0,00 | 5 | 0,00 | ||||
| 2026-05-15 | 13F | Steffes Financial, Ltd. | 635 | 0,32 | 233 | -10,73 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 176 | 65 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 126.300 | 3,16 | 46.408 | -8,17 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 11 | 0,00 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Boreal Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 36.621 | -1,76 | 13.456 | -12,55 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 766 | 0,00 | 281 | -11,08 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 831 | 0,00 | 305 | -11,08 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 28.184 | -3,81 | 10.356 | -14,38 | ||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 49.661 | 3,35 | 18.247 | -8,71 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 2.376 | -21,25 | 883 | -29,08 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 8.645 | -4,75 | 3.176 | -15,22 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 1.999 | 117,99 | 735 | 94,18 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 963 | 354 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 210.566 | -6,44 | 86.915 | 96.472,22 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 41.408 | -7,15 | 15.243 | -17,35 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 2.255 | -25,03 | 829 | -33,28 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 5.602 | -55,99 | 2.058 | -60,83 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 6 | 0,00 | 2 | 0,00 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 3.347 | -6,33 | 1.230 | -16,62 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 3.450 | 0,00 | 1.268 | -11,03 | ||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 0 | -100,00 | 0 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 1.188 | -17,61 | 437 | -26,72 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 7.959 | -0,26 | 2.924 | -11,21 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 9.256 | -2,33 | 3.401 | -13,04 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Call | 0 | -100,00 | 0 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 7.125 | -1,55 | 2.618 | -12,35 | ||||
| 2026-05-13 | 13F | Pitcairn Wealth Advisors LLC | 1.201 | 0,00 | 496 | 0,00 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 509 | 0,00 | 210 | 2,94 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 29 | 0,00 | 11 | -9,09 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 53.910 | -1,79 | 19.809 | -12,57 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 779 | 0,39 | 286 | -10,62 | ||||
| 2026-04-07 | 13F | Ethos Capital Management, Inc. | 3.294 | -21,50 | 1.210 | -30,14 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 1.022 | 0,00 | 376 | -10,93 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 804 | 0,88 | 310 | -5,49 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 597 | 0,00 | 219 | -10,98 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 43 | -53,76 | 16 | -60,53 | ||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 21.418 | 11,59 | 7.870 | -0,67 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 3.393 | -1,25 | 1.247 | -12,13 | ||||
| 2026-05-07 | 13F | Resolute Advisors LLC | 25.197 | 0,09 | 9.258 | -10,90 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 411 | 0,00 | 151 | -10,65 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 598 | 0,00 | 220 | -10,98 | ||||
| 2026-04-10 | 13F | Finward Bancorp | 6.388 | 0,74 | 2.347 | -10,32 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 208 | 76 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 2.486 | 0,00 | 914 | -11,01 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 5.394 | 326,07 | 396 | -24,14 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 19 | 0,00 | 7 | -14,29 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Knightsbridge Asset Management, Llc | 20.158 | 17,69 | 7.407 | 4,77 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 14 | 0,00 | 5 | 0,00 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 2.393 | 201 | ||||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 816 | 300 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 91.914 | 40,15 | 37.939 | 43,75 | ||||
| 2026-05-04 | 13F | Mosaic Advisors LLC | 20.346 | 400,39 | 1.714 | 2,15 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 2.541 | 0,04 | 934 | -10,97 | ||||
| 2026-02-04 | 13F | First National Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Csenge Advisory Group | 3.368 | 0,15 | 1.238 | -10,88 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 6.522 | -9,76 | 2.397 | -19,65 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 19.535 | -2,42 | 7.178 | -13,14 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 92 | -5,15 | 34 | -17,50 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 11.111 | 1,52 | 4.083 | -9,63 | ||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 657 | 0,00 | 241 | -11,07 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 893 | -0,11 | 328 | -11,11 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 1.127 | 83,55 | 414 | 63,64 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 542.393 | -14,28 | 199.297 | -23,69 | ||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 17 | 7 | ||||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 3.271 | 0,00 | 1.202 | -11,04 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 2.478 | 0,24 | 911 | -10,78 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 15.532 | 23,89 | 5.707 | 10,28 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.776 | -6,13 | 653 | -16,41 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 53.177 | 19.539 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 69.764 | 10,62 | 25.634 | -1,53 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 1.000 | 367 | ||||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 221 | 1,84 | 81 | -8,99 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 11.725 | -2,95 | 4.308 | -13,60 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 5.774 | 8,64 | 2.121 | -3,28 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 2.000 | -2,15 | 826 | 0,36 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 326.511 | 5,96 | 119.973 | -5,61 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 2.346 | -0,38 | 862 | -11,23 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 2.936 | 0,00 | 1.079 | -10,98 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 40 | 0,00 | 15 | -12,50 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 63.152 | -36,34 | 23.205 | -43,33 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 220 | 0,00 | 81 | -11,11 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 875 | -2,78 | 322 | -13,48 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Blueshift Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 1.321 | -27,85 | 485 | -35,76 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 2.991 | 0,00 | 1.099 | -11,02 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 609 | 3,57 | 224 | -7,85 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 17.132 | -10,18 | 6.295 | -20,04 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 803 | 0,00 | 295 | -10,88 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 2.472 | 1.020 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 16.230 | 0,00 | 6.699 | 2,57 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 1.326 | -0,38 | 487 | -11,29 | ||||
| 2026-05-08 | 13F | Clarion Wealth Managment Partners, LLC | 867 | -2,80 | 319 | -13,59 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 9.160 | 2,32 | 3.366 | -7,38 | ||||
| 2026-05-15 | 13F | FreeGulliver LLC | 734 | 0,00 | 270 | -10,93 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 565 | -21,31 | 208 | -30,07 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 1.375 | 400,00 | 116 | 2,65 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 2.484 | 0,04 | 913 | -11,02 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 546 | 201 | ||||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 3.250 | 400,00 | 288 | 10,77 | ||||
| 2026-05-13 | 13F/A | MWA Asset Management | 952 | -5,74 | 350 | -15,87 | ||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 54 | 20 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Zeit Capital LLC | 55.241 | -2,31 | 20.298 | -13,04 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 12.723 | 7,78 | 4.675 | -4,06 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 609 | 0,00 | 224 | -11,16 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 177 | 0,00 | 65 | -10,96 | ||||
| 2026-01-16 | 13F | Bangor Savings Bank | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Citigroup Inc | 21.492 | 42,45 | 7.897 | 26,82 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 3.413 | -0,84 | 1.254 | -11,69 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 472 | 0,00 | 173 | -10,82 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Entrust Financial Llc | 1.358 | -4,37 | 499 | -14,87 | ||||
| 2026-04-08 | 13F | Sfm, Llc | 1.059 | 0,00 | 389 | -10,98 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 233.737 | 6,01 | 85.884 | -5,63 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 946 | 0,00 | 348 | -11,03 | ||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 1.873 | -2,55 | 688 | -13,24 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 1.143 | 0,00 | 420 | -11,04 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 10.068 | 11,87 | 3.699 | -0,40 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 1.572 | 0,00 | 578 | -10,96 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 4.311 | 0,58 | 1.584 | -10,46 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 2.122 | -2,53 | 780 | -13,25 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 175 | 0,00 | 64 | -11,11 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 24.602 | 2,10 | 9.040 | -9,12 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 1.625 | -3,85 | 597 | -14,35 | ||||
| 2026-05-13 | 13F | RFP Financial Group LLC | 5.158 | 0,00 | 1.895 | -10,99 | ||||
| 2026-04-23 | 13F | Manchester Financial Inc | 745 | -5,93 | 274 | -16,26 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 3.006 | 1.104 | ||||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 3.674 | 19,64 | 1.350 | 6,47 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 159 | 66 | ||||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 745 | 0,00 | 274 | -11,07 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 3.986 | 340 | ||||||
| 2026-04-20 | 13F | Bennett Associates Wealth Management | 33.191 | 11,36 | 12.196 | -0,88 | ||||
| 2026-04-21 | 13F | Sicart Associates LLC | 15.371 | 3,36 | 5.648 | -8,00 | ||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 565 | -0,53 | 208 | -11,54 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 923 | 21,77 | 339 | 8,65 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 134 | 0,00 | 49 | -10,91 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 2.467 | 0,00 | 906 | -11,00 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 16 | -86,21 | 6 | -89,36 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 17.341 | 1.451 | ||||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 1.218 | 7,50 | 448 | -4,28 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 21 | -12,50 | 8 | -22,22 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 10.635 | -2,56 | 3.908 | -13,25 | ||||
| 2026-05-14 | 13F | Natixis | 281 | -21,07 | 101 | -31,76 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 982 | -1,60 | 405 | -1,46 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 4.169 | -11,54 | 1.532 | -21,29 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 220 | 0,00 | 81 | -11,11 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 813 | 0,00 | 299 | -11,04 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 1.740 | 18,93 | 640 | 5,79 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 93.820 | -32,44 | 34.647 | -39,64 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 20.074 | -3,17 | 7.376 | -13,80 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 1.483 | 545 | ||||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 530 | 0,19 | 195 | -11,01 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 6.041 | -2,34 | 2.220 | -13,08 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 1.034 | -1,62 | 380 | -12,47 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 1.700 | 0,00 | 625 | -10,98 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 171 | 0,00 | 63 | -11,43 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 810 | -15,45 | 298 | -24,81 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 895 | 7,83 | 329 | -4,09 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 880 | 0,00 | 323 | -11,02 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 3.973 | -25,46 | 1.460 | -33,68 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 586 | 242 | ||||||
| 2026-04-21 | 13F | Systelligence, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 61.152 | 29,59 | 21.741 | 11,62 | ||||
| 2026-04-21 | 13F | Echo Wealth Management, LLC | 3.138 | -11,71 | 1.153 | -21,35 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 54.205 | -6,56 | 19.917 | -16,81 | ||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 3.792 | 87,35 | 1.393 | 66,83 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 34.191 | -0,95 | 12.563 | -11,83 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 2.903 | 118,43 | 1.067 | 94,53 | ||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 4.100 | -2,38 | 1.507 | -13,10 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 860 | -0,92 | 316 | -12,01 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 21.669 | 0,36 | 7.975 | -10,66 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 682 | 0,15 | 250 | -11,03 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 26.808 | 64,59 | 9.851 | 46,51 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 1.440 | 0,14 | 529 | -10,96 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 60 | 0,00 | 22 | -8,33 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 34.027 | -2,29 | 12.503 | -10,79 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 1.265 | 0,08 | 465 | -10,94 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 4.006 | -0,84 | 1.472 | -11,76 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 8.237 | 3,27 | 3.027 | -8,08 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 24.267 | 5,67 | 8.917 | -5,94 | ||||
| 2026-04-29 | 13F | Sather Financial Group Inc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Cherry Creek Investment Advisors, Inc. | 5.898 | -6,10 | 2.167 | -16,40 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 2.894 | -15,08 | 1.063 | -24,40 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 1.834 | -3,68 | 674 | -14,27 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2.599 | 405,64 | 955 | 350,00 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 939 | 13,41 | 361 | 4,65 | ||||
| 2026-04-28 | 13F | David Kennon Inc | 1.591 | -0,81 | 585 | -11,78 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 776 | 0,00 | 285 | -10,94 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 81 | 0,00 | 30 | -12,12 | ||||
| 2026-01-13 | 13F | SMI Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Aspiriant, Llc | 2.597 | -9,89 | 954 | -19,76 | ||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 200 | 0,00 | 73 | -10,98 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 753 | 0,00 | 277 | -10,97 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 12.976 | -1,12 | 4.768 | -11,96 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 7.745 | 4,23 | 3.179 | 3,65 | ||||
| 2026-04-13 | 13F | Jackson Square Capital, Llc | 1.252 | 0,00 | 460 | -10,85 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 7.058 | -25,19 | 2.593 | -33,41 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 1.505 | 14,36 | 553 | 1,66 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 322 | 118 | ||||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 814 | 0,00 | 299 | -10,75 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 11.457 | -4,65 | 4.210 | -15,12 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 65.414 | 11,42 | 24.039 | -0,82 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 2.199 | -14,64 | 808 | -24,08 | ||||
| 2026-05-14 | 13F | Kensington Asset Management, LLC | 261.800 | 0,00 | 108.909 | 0,00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 610 | 7,21 | 224 | -4,27 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 331 | 0,00 | 122 | -11,03 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 3.701 | 4,34 | 1.360 | -7,17 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 690 | -6,12 | 254 | -16,50 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 2.204 | 2,80 | 810 | -8,59 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | McAdam, LLC | 2.192 | 21,58 | 806 | 8,20 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 208.474 | -5,36 | 76.602 | -15,76 | ||||
| 2026-05-14 | 13F | Tamar Securities, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Live Oak Investment Partners | 1.169 | 1,74 | 430 | -9,49 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 5.667 | 31,70 | 416 | -76,58 | ||||
| 2026-04-23 | 13F | Eagle Wealth Advisors LLC | 8.809 | 5,27 | 3.237 | -6,28 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 706 | 1,88 | 259 | -9,44 | ||||
| 2026-04-30 | 13F | Griffin Asset Management, Inc. | 5.441 | -23,32 | 1.999 | -31,73 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 239.281 | -2,10 | 87.921 | -12,85 | ||||
| 2026-05-15 | 13F | Investment Counsel Co Of Nevada | 69 | 25 | ||||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 6 | 2 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 1.281 | 1.730,00 | 475 | 1.596,43 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 596 | -79,24 | 219 | -81,59 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 1.348 | 0,00 | 495 | -10,97 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 773 | -0,51 | 284 | -11,25 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 180 | 0,00 | 66 | -10,81 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 5.176 | 25,27 | 1.603 | -6,04 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | VCU Investment Management Co | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.871 | 38,30 | 1.422 | 23,12 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 780 | 0,00 | 287 | -10,90 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 10.349 | 3,44 | 3.803 | -7,92 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 1.237 | -10,88 | 454 | -20,63 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 1.886 | 6,80 | 693 | -4,81 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 1.854 | 12,50 | 681 | 0,15 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 96 | 45,45 | 35 | 29,63 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 5.506 | 2,19 | 2.023 | -9,04 | ||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 6.193 | -2,55 | 2.275 | -13,27 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 5.413 | 3,32 | 1.989 | -8,04 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 1.452 | 0,00 | 534 | -11,02 | ||||
| 2026-01-14 | 13F | One Wealth Management Investment & Advisory Services, LLC | 616 | -3,14 | 254 | -0,39 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 168.397 | 5,68 | 64.625 | -1,75 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 1.974 | -0,65 | 725 | -11,59 | ||||
| 2026-05-05 | 13F | PFG Advisors | 3.320 | 4,70 | 1.220 | -6,80 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 812 | -3,10 | 298 | -13,62 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 167 | 0,00 | 61 | -10,29 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 16.656 | 27,64 | 6.120 | 13,63 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 1.005 | -5,63 | 369 | -15,95 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 29 | -30,95 | 0 | |||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 1.415 | -11,89 | 520 | -21,60 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 1.221 | -0,65 | 0 | |||||
| 2026-05-12 | 13F | Causey Wealth LLC | 5.675 | 1,98 | 2.085 | -9,23 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 3.369 | -0,41 | 1.238 | -11,39 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 6.535 | 11,86 | 2.401 | -0,41 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 399 | 0,00 | 147 | -10,98 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 19.609 | 4,01 | 7.205 | -7,40 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 1.561 | -8,55 | 574 | -18,61 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 152.036 | 6,12 | 55.864 | -5,53 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 19.776 | -12,20 | 7.267 | -21,85 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 4.341 | -3,12 | 1.595 | -13,74 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 4.180 | 1,11 | 1.536 | -10,02 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 67 | 191,30 | 25 | 166,67 | ||||
| 2026-04-16 | 13F | Aurora Private Wealth, Inc. | 1.640 | 0,00 | 1 | |||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 1.711 | 1,78 | 629 | -9,38 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 41 | 15 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1.792 | -14,75 | 659 | -24,11 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 589 | -19,86 | 216 | -28,71 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 19.109 | 69,87 | 7.021 | 55,13 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 5.227 | 400,19 | 437 | 1,39 | ||||
| 2026-05-04 | 13F | Pacific Point Advisors, LLC | 1.576 | 3,28 | 579 | -7,95 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 51.209 | 3,94 | 18.816 | -7,47 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 24.589 | 5,23 | 9.035 | -6,34 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 29 | 0,00 | 11 | -9,09 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 95.771 | -0,95 | 35.190 | -11,82 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 1.514 | 10,59 | 556 | -1,59 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 1.487 | 0,00 | 546 | -10,93 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 148.495 | 28,71 | 52.492 | 10,23 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 1.078 | 396 | ||||||
| 2026-05-07 | 13F | Intellus Advisors LLC | 1.064 | -5,42 | 391 | -15,95 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 445 | 0,00 | 164 | -10,93 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 1.139 | 7,55 | 419 | -4,35 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 1.748 | -0,85 | 642 | -11,69 | ||||
| 2026-04-29 | 13F | Birch Hill Investment Advisors LLC | 1.151 | 0,00 | 423 | -11,16 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 63 | 0,00 | 23 | -11,54 | ||||
| 2026-05-14 | 13F | Virtu Financial LLC | 27.833 | 10 | ||||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 1.041 | 0,00 | 383 | -10,96 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 45.064 | 4,48 | 16.558 | -6,99 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 8.277 | -9,53 | 3.416 | -7,20 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 1.399 | 0,00 | 514 | -10,92 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 7.667 | 16,79 | 2.817 | 3,99 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 27.060 | 17,21 | 9.943 | 4,82 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 1.497 | -6,90 | 550 | -17,04 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 35 | 0,00 | 13 | -14,29 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 869.407 | -18,28 | 319.403 | -27,27 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 610 | -27,12 | 224 | -35,07 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 434.071 | 17,94 | 159.495 | 4,99 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 114 | 9,62 | 42 | -4,65 | ||||
| 2026-04-16 | 13F | Petredis Investment Advisors Llc | 275.168 | 0,30 | 101.108 | -10,71 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 3.719.368 | 1,31 | 1.366.645 | -9,81 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 791 | 291 | ||||||
| 2026-05-12 | 13F | M&t Bank Corp | 1.059 | 42,72 | 389 | 27,12 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 1.072 | 0,94 | 394 | -10,27 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 60.594 | -14,15 | 22.337 | -23,34 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 192 | -17,24 | 70 | -26,32 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 39.481 | 1,58 | 14.507 | -9,58 | ||||
| 2026-04-14 | 13F | Valicenti Advisory Services Inc | 20.733 | -0,58 | 8 | -12,50 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 659 | -15,94 | 242 | -20,13 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 43.954 | -1,55 | 16.133 | -12,47 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 2.616 | -78,54 | 961 | -80,41 | ||||
| 2026-04-21 | 13F | Vise Technologies, Inc. | 1.943 | 0,00 | 802 | 0,00 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 6.596 | 7,72 | 2.424 | -4,12 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Onyx Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 19.237 | -0,29 | 7.069 | -11,23 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 4.445 | -30,72 | 1.633 | -38,33 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 37.680 | 4,82 | 13.845 | -6,69 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 1.411 | 1,44 | 518 | -9,76 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 36.102 | -5,42 | 13.265 | -15,80 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 337 | 0,00 | 124 | -11,51 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 1.895 | 696 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 226.497 | -1,30 | 83.226 | -12,13 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 1.881 | 3,52 | 691 | -7,87 | ||||
| 2026-05-01 | 13F | Clarity Financial LLC | 62.697 | -12,89 | 23.037 | -22,46 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 616 | 226 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 622 | 0,16 | 228 | -10,94 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | German American Bancorp, Inc. | 642 | 0,00 | 236 | -10,98 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 4.053 | 0,10 | 1.489 | -10,89 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 33.600 | 168,80 | 12.346 | 139,29 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | 11.691 | 2.233,53 | 4.296 | 1.984,95 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 11.600 | 404,35 | 4.262 | 349,10 | |||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 1.180 | -2,16 | 434 | -12,88 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 260 | 0,00 | 0 | |||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 592 | 218 | ||||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 1.109 | -10,92 | 407 | -20,66 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 736 | 4,69 | 270 | -6,90 | ||||
| 2026-04-22 | 13F | Mindset Wealth Management, Llc | 1.330 | 0,00 | 489 | -10,95 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 2.898 | 0,00 | 1.065 | -11,04 | ||||
| 2026-05-08 | 13F | Emissary Wealth LLC | 652 | 0,00 | 240 | -11,15 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 32.262 | -0,78 | 11.854 | -11,67 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 28.409 | 4,44 | 10.439 | -7,03 | ||||
| 2026-01-22 | 13F | Triad Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 94.079 | -25,77 | 34.568 | -33,92 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 1.010 | 3,80 | 371 | -7,48 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 2.095 | -6,85 | 770 | -17,13 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 600 | 0,00 | 220 | -9,09 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 26 | 0,00 | 10 | -10,00 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 1.930 | 709 | ||||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 996 | 0,10 | 366 | -10,98 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 1.047 | -34,03 | 385 | -41,37 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 1.537 | 8,62 | 565 | -3,42 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 150 | -21,88 | 55 | -30,38 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 201 | 0,00 | 74 | -10,98 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 11.485 | -13,69 | 4.220 | -23,18 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 203 | 45,00 | 75 | 29,82 | ||||
| 2026-04-27 | 13F | Allied Investment Advisors, LLC | 734 | 0,00 | 270 | -10,93 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 21.112 | -44,22 | 7.757 | -9,03 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 10.645 | 7,14 | 3.911 | -4,63 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 3.170 | -7,31 | 1.165 | -17,51 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 52.217 | 5,33 | 19.187 | -6,24 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 15 | -85,58 | 6 | -88,10 | ||||
| 2026-05-04 | 13F | Gratus Wealth Advisors, LLC | 162.614 | -2,60 | 59.751 | -13,29 | ||||
| 2026-02-13 | 13F | Headlands Technologies LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Fundamentun, Llc | 31.535 | -37,84 | 11.587 | -44,67 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 13.232 | 17,63 | 5.462 | 20,66 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 1.607 | -5,30 | 590 | -15,71 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 763 | 0,00 | 280 | -10,83 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 3.778 | -2,12 | 1.388 | -12,87 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 175 | 64 | ||||||
| 2026-05-04 | 13F | Archer Investment Corp | 6 | 50,00 | 2 | 100,00 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 2.282 | -1,17 | 838 | -12,07 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Avalon Trust Co | 2.216 | -9,55 | 814 | -19,49 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 3.598 | 0,00 | 1.322 | -11,04 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 441 | 6,78 | 162 | 523,08 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 531.713 | 2,72 | 195.372 | -8,56 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2.314 | 0,43 | 850 | -10,62 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 17.488 | 59,85 | 6.426 | 42,30 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 75.664 | 0,78 | 27.802 | -10,28 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Hoffman, Alan N Investment Management | 12.921 | 2,49 | 4.748 | -8,76 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 2.677 | -1,07 | 984 | -11,92 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 3.785 | -0,71 | 1.391 | -11,63 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2.436 | -0,81 | 895 | -11,65 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 1.900 | 3,32 | 698 | -8,17 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 799 | 42,93 | 294 | 27,39 | ||||
| 2026-05-05 | 13F | Portfolio Strategies, Inc. | 234.679 | -1,61 | 86.530 | -12,11 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 1.734 | 637 | ||||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 4.187 | 1.538 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 10.134 | 29,81 | 3.767 | 16,91 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 5 | -99,47 | 2 | -99,74 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 22.956 | -35,83 | 8.435 | -42,88 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 466.332 | 2,00 | 171.349 | -9,20 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 14.308 | 679,73 | 5.257 | 594,45 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 1.235 | 0,00 | 454 | -11,00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 354 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 3.778 | -6,35 | 1.560 | -3,94 | ||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Investment Insight Wealth Management, LLC | 27.211 | -8,24 | 9.998 | -18,32 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 978 | 0 | ||||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 23 | 0,00 | 8 | -11,11 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 13.749 | 22,93 | 5.052 | 9,42 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 8.529 | 54,34 | 3.134 | 37,41 | ||||
| 2026-05-08 | 13F | Alps Advisors Inc | 58.095 | 3,55 | 21.346 | -7,82 | ||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Farmers & Merchants Trust Co of Long Beach | 795 | -11,17 | 292 | -20,87 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 33.453 | -3,62 | 12.292 | -14,20 | ||||
| 2026-04-08 | 13F | Dover Advisors, Llc | 1.708 | -8,76 | 628 | -18,78 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 6.794 | 2.496 | ||||||
| 2026-02-10 | 13F | Fielder Capital Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 8.573 | 3,44 | 3.150 | -7,92 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 7.082 | 2,43 | 2.602 | -8,80 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 12 | 0,00 | 4 | 0,00 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Graney & King, LLC | 3.069 | 81,49 | 1.128 | 61,69 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 880 | -1,68 | 323 | -12,47 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 2.325 | 0,00 | 854 | -10,95 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 52 | 19 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 100 | 0,00 | 37 | -12,20 | ||||
| 2026-05-14 | 13F | Betterment LLC | 3.914 | 14,78 | 1 | 0,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 31.093 | 1,23 | 11.425 | -9,88 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 7.989 | 3,55 | 3.298 | 6,18 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 7.443 | 109,54 | 2.735 | 86,49 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 6.679 | -16,14 | 2.454 | -25,34 | ||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 910 | -0,33 | 376 | 12,28 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 1.971 | 0,00 | 724 | -10,95 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 3.482 | 104,82 | 1.279 | 82,45 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 1.455 | -12,03 | 541 | -20,82 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 586 | 0,00 | 215 | -10,79 | ||||
| 2026-05-04 | 13F | Prudent Man Investment Management, Inc. | 1.198 | 0,00 | 494 | 0,00 | ||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 1.011 | 0,10 | 372 | -10,82 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 1.031 | -88,55 | 379 | -89,83 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 13.600 | 161,54 | 4.997 | 132,85 | |||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 787 | 9,15 | 289 | -2,69 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 686 | -19,77 | 252 | -28,90 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 9.032 | 0,66 | 3.319 | -10,40 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 111 | 0,00 | 45 | 10,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 142.300 | 1.029,37 | 52.287 | 905,50 | |||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 283 | 0,00 | 104 | -11,21 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 4.063 | 1.510 | ||||||
| 2026-05-14 | 13F | Zacks Investment Management | 673 | -50,51 | 247 | -55,97 | ||||
| 2026-01-21 | 13F | Jericho Financial, Llp | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Activest Wealth Management | 338 | 0,00 | 124 | -10,79 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 275 | 0,00 | 101 | -10,62 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 925 | 0,00 | 382 | 0,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 796.750 | 4,63 | 292.772 | -6,93 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Rolek Wealth Management LLC | 2.218 | 0,05 | 815 | -11,04 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 45 | 0,00 | 17 | -11,11 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1.895 | 0,00 | 782 | 2,62 | ||||
| 2026-06-04 | 13F | Fischer Investment Strategies, Llc | 5.563 | -2,09 | 2.044 | -12,84 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 1.207 | 0,08 | 444 | -10,87 | ||||
| 2026-05-08 | 13F | Mathes Company, Inc. | 15.790 | 0,00 | 6 | -16,67 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | 9.222 | -30,74 | 3.389 | -38,36 | ||||
| 2026-02-24 | 13F | Bell Investment Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 9.904 | 6,40 | 4 | 0,00 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 9.626 | -4,90 | 3.973 | -2,46 | ||||
| 2026-04-14 | 13F | Palisade Asset Management, LLC | 860 | 0,00 | 316 | -11,02 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 2.300 | -10,23 | 845 | -20,06 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 200 | 0,00 | 73 | -10,98 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 11.707 | 4.302 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 111.482 | 4,83 | 41 | -6,98 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 3.058 | 7,26 | 1.124 | -4,51 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 129 | 0,00 | 48 | -11,32 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 2.239 | 131,54 | 823 | 106,02 | ||||
| 2026-04-15 | 13F | Hilltop Wealth Advisors, Llc | 8.276 | -1,30 | 3.041 | -12,16 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 101 | 37 | ||||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 1.125 | 0,00 | 413 | -10,99 | ||||
| 2026-04-23 | 13F | Bell Bank | 1.381 | 5,50 | 507 | -6,11 | ||||
| 2026-05-07 | 13F | Amara Financial, Llc. | 62.600 | -4,55 | 23.002 | -15,04 | ||||
| 2026-02-13 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Breakwater Investment Management | 12.122 | -0,93 | 4.454 | -11,80 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 4.634 | 0,00 | 1.703 | -10,98 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 3.428 | -0,70 | 1.259 | -11,59 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 20.565 | -18,49 | 7.556 | -27,44 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 36 | 0,00 | 13 | -7,14 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 6 | 2 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 1.276 | 23,29 | 469 | 9,60 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 3.423 | 1,12 | 1.258 | -10,02 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 2.510 | -3,46 | 922 | -14,07 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 49.157 | 0,83 | 18.048 | -10,31 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 6.183 | 851,23 | 2.272 | 747,39 | ||||
| 2026-05-11 | 13F | Commerce Bank | 1.537 | 21,41 | 565 | 8,05 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 3.202 | 391,86 | 267 | 6,37 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 3.924 | 0,10 | 1.442 | -10,94 | ||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 8.099 | 63,52 | 2.976 | 45,67 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 855 | 0,00 | 314 | -10,80 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 1.763 | 0,00 | 648 | -11,00 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 54.827 | -16,70 | 20.146 | -25,85 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 1.246 | 26,75 | 458 | 12,84 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 806 | 0,00 | 296 | -10,84 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 2.028 | 7,42 | 745 | -4,36 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 44.914 | -3,40 | 16.503 | -14,01 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 785 | 0,00 | 288 | -11,11 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 7.431 | 1.416,53 | 2.730 | 1.251,49 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 548 | 0,00 | 201 | -11,06 | ||||
| 2026-05-11 | 13F | Ponta Wealth Partners, LLC | 621 | 0,00 | 228 | -10,94 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Redwood Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2.026 | -1,36 | 744 | -12,16 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 495 | 0,00 | 182 | -11,27 | ||||
| 2026-05-05 | 13F | UBS Group AG | Put | 4.500 | 1.653 | |||||
| 2026-05-05 | 13F | UBS Group AG | 1.037.729 | -5,66 | 381.303 | -16,02 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 43.166 | 24,48 | 15.861 | 10,81 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 600 | -24,81 | 220 | -33,13 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 825 | 0,00 | 303 | -10,88 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 1.375 | 18,64 | 568 | 21,67 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 3 | 1 | ||||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 4.199 | 1,18 | 1.543 | -9,93 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 1.807 | -1,42 | 664 | -12,30 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 3.591 | -35,61 | 1.319 | -42,70 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 541.188 | 20,10 | 200.735 | 7,92 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 13.727 | 5.044 | ||||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 17.291 | 6.353 | ||||||
| 2026-05-01 | 13F | American Trust | 3.637 | -6,43 | 1.336 | -16,71 | ||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 855 | 0,00 | 314 | -10,80 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 70 | 0,00 | 26 | -10,71 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 83.274 | 1,79 | 30.598 | -9,39 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 1.137 | 0,00 | 418 | -11,09 | ||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 643 | 236 | ||||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 120 | 0,00 | 44 | -10,20 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 205 | 0,00 | 75 | -10,71 | ||||
| 2026-05-15 | 13F | EFG International AG | 120 | 44 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 9.850 | -3,57 | 3.619 | -14,16 | ||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 6.651 | -15,12 | 2.444 | -24,46 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 14.746 | 6,17 | 5.418 | -5,48 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 27.186 | -5,45 | 9.989 | -15,83 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 100 | 0,00 | 37 | -12,20 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 3.746 | -3,30 | 1.376 | -13,95 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 1.018 | 0,59 | 374 | -10,55 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 29.056 | 4,80 | 10.676 | -6,71 | ||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 20.216 | 23,10 | 7.428 | 9,59 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 843 | -14,08 | ||||||
| 2026-02-26 | 13F/A | Authentikos Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 290 | 0,00 | 107 | -10,92 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 447 | 164 | ||||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 12.865 | -0,15 | 4.727 | -11,13 | ||||
| 2025-12-16 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Operose Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 1.660 | -38,45 | 610 | -45,28 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 590 | -1,67 | 217 | -12,55 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 5.098 | 0,10 | 1.873 | -10,89 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 70.315 | 61,15 | 25.836 | 43,45 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 1.599 | -1,24 | 588 | -12,13 | ||||
| 2026-05-07 | 13F | Ridgepath Capital Management LLC | 2.496 | 0,00 | 917 | -8,67 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 525 | -16,00 | 195 | -24,12 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 45 | -95,28 | 19 | -95,30 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 3.496 | -5,90 | 1.284 | -16,24 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 4.430 | 17,07 | 1.628 | 4,23 | ||||
| 2026-05-12 | 13F | Saiph Capital, LLC | 655 | 0,00 | 241 | -11,11 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 250 | 0,00 | 92 | -11,65 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 78.444 | -0,55 | 28.824 | -11,47 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 15.899 | 97,50 | 5.842 | 75,83 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 4.555 | -1,39 | 1.674 | -12,22 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 2.492 | -2,88 | 916 | -13,60 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 552 | 203 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 279 | -27,91 | 99 | -39,13 | ||||
| 2026-05-12 | 13F | Channel Wealth Llc | 787 | -8,06 | 289 | -18,13 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 1.426 | 0,07 | 524 | -10,88 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 32.676 | 2,65 | 12.006 | -8,62 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 9.132 | 0,13 | 3.355 | -10,87 | ||||
| 2026-02-11 | 13F | Harpswell Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 11.736 | -1,63 | 4.313 | -12,43 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 12.986 | -1,41 | 4.772 | -12,25 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 94.646 | 1.247,85 | 34.777 | 1.100,00 | ||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 927 | 0,00 | 341 | -10,99 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 1.498 | 0,00 | 550 | -11,00 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 1.759 | 1,85 | 654 | -8,29 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 200 | 0,00 | 73 | -10,98 | ||||
| 2026-05-11 | 13F | Oxford Wealth Group, LLC | 8.928 | -5,97 | 3.281 | -16,31 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 723 | 266 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 16.398 | -10,45 | 6.025 | -20,28 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 10.101 | 1,97 | 3.712 | -9,22 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 79 | 0,00 | 6 | -84,37 |
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