Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares 3-7 Year Treasury Bond ETF includono University of Illinois Foundation, Weaver Capital Management LLC, CVS HEALTH Corp, Diversify Wealth Management, Llc, Altman Advisors, Inc., Philadelphia Investment Partners, LLC, Larch Capital Partners Llc, Summitpoint Capital Management, Storen Legacy Partners, LLC, Blue Capital, Inc., Tiaa-cref Individual & Institutional Services, Llc, Pw Advisors, Llc \ Fl, LightSquare Wealth Management, LLC, Sanchez Gaunt Capital Management, LLC, Stonehage Fleming Financial Services Holdings Ltd, Mariner Investment Group Llc, Monograph Wealth Advisors, Llc, Cerity Partners Retirement Plan Advisors LLC, Asset One Wealth Management LLC, e TritonPoint Partners, LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 129.560 | 12,92 | 15.366 | 12,21 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 15 | 2 | ||||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 39.109 | 13,07 | 4.638 | 12,35 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 1.955 | 0,41 | 232 | -0,43 | ||||
| 2026-05-14 | 13F | Betterment LLC | 20.590 | 7,77 | 2 | 0,00 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 6.591 | 1,01 | 782 | 0,39 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 52.591 | 2,76 | 6.237 | 2,13 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 14.900 | 80,45 | 1.767 | 79,39 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 4.441 | 2,90 | 527 | 2,14 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2.855.064 | 2,54 | 338.611 | 1,90 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 10.898 | 105,08 | 1.293 | 103,79 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 18.076 | 13.698,47 | 2.144 | 14.186,67 | ||||
| 2026-04-16 | 13F | Stanley-Laman Group, Ltd. | 3.535 | 0,08 | 419 | -0,48 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 2.055 | 244 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 85 | 1,19 | 10 | 0,00 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 9.014 | 7,94 | 1.069 | 7,33 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 32.433 | 0,53 | 3.847 | -0,10 | ||||
| 2026-02-13 | 13F | Karpus Management, Inc. | 197 | 24 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 5.340 | 7,60 | 633 | 6,93 | ||||
| 2026-04-20 | 13F | Surience Private Wealth Llc | 10.169 | 1.206 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 6.684 | 158,47 | 793 | 157,14 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3.146.974 | 259,58 | 373.231 | 257,32 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 119.328 | 57,64 | 14.152 | 56,65 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 37.802 | 4.483 | ||||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 438 | -0,68 | |||||
| 2026-04-24 | 13F | Keybank National Association/oh | 407.193 | 2,66 | 48.293 | 2,02 | ||||
| 2026-04-20 | 13F | Banque Cantonale Vaudoise | 1.880 | 86,51 | 223 | 85,83 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 272.569 | 0,21 | 32.327 | -0,42 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 6.258.233 | 5,63 | 742.221 | 4,97 | ||||
| 2026-04-15 | 13F | Independence Financial Advisors, LLC | 163.298 | 2,37 | 19.367 | 1,73 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 404.436 | 12,41 | 47.966 | 11,70 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 379 | 0,53 | 45 | 0,00 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 180 | 1,12 | 21 | 0,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.594.914 | 4,66 | 189.157 | 4,01 | ||||
| 2026-04-22 | 13F | WestEnd Advisors, LLC | 1.205.864 | 2,80 | 143.016 | 2,15 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 1.256 | 149 | ||||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 50.467 | 15,98 | 5.985 | 15,25 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 96.821 | 12,20 | 11.483 | 11,50 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 192.693 | 3,29 | 22.853 | 2,65 | ||||
| 2026-05-13 | 13F | IF Advisors, LLC | 32.025 | 6,46 | 3.798 | 5,79 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 761 | 140,06 | 90 | 143,24 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 9.615 | 5,71 | 1.140 | 5,07 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 106 | 0,95 | 13 | 0,00 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 47.889 | 5.680 | ||||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 237.478 | 7,49 | 28.165 | 6,81 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 26.923 | 9,41 | 3.193 | 8,72 | ||||
| 2026-05-08 | 13F | Paulson Wealth Management Inc. | 114.547 | 18,61 | 13.585 | 17,86 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 67.436 | 14,99 | 7.998 | 14,26 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 20.314 | 33,53 | 2.409 | 32,73 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 2.019 | 0,30 | 238 | -0,84 | ||||
| 2026-05-28 | 13F | Blue Fin Capital, Inc. | 51.428 | 13,52 | 6.099 | 12,80 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 272 | 64,85 | 32 | 68,42 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 105.882 | 1,45 | 12.553 | 0,78 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 28.738 | 1.159,33 | 3.408 | 1.152,94 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 13.316 | 2,09 | 1.579 | 1,48 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 1.596.822 | 7,87 | 189.383 | 7,19 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 37.782 | 5,81 | 4.481 | 5,14 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 22.363 | 546,70 | 2.652 | 543,69 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 1.727 | 206 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 3.584 | 0,82 | 425 | 0,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 18.817.986 | 6,35 | 2.228.614 | 5,53 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 27.478 | 3,24 | 3.259 | 2,61 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 76.784 | 25,47 | 9.107 | 24,69 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 4.858 | 151.055 | 17,17 | |||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 273 | 32 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 44.439 | 3,63 | 5.271 | 2,99 | ||||
| 2026-05-08 | 13F | Elevation Advisory Partners LLC | 3.918 | 467 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 1.719 | 204 | ||||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 2.866 | 4,26 | 340 | 3,35 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 11.483 | 1.362 | ||||||
| 2026-05-05 | 13F | New Harbor Financial Group, LLC | 272.300 | 7,78 | 32.295 | 7,10 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 1.765 | 209 | ||||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 145.178 | 4,79 | 17.218 | 4,14 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2.599 | 26,53 | 308 | 25,71 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 88 | 0,00 | ||||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 186.581 | 2,21 | 22.129 | 1,57 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 7.345 | 871 | ||||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 71.338 | 9,34 | 8.461 | 8,64 | ||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 2.335 | 7,75 | 276 | 6,98 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 9.242.672 | 39,73 | 1.096.181 | 38,85 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 43.720 | 3,92 | 5.185 | 3,27 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 3.699 | 439 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17.121 | 10,75 | 2.031 | 10,09 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 30.843 | 3.658 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 211.176 | 2,02 | 25.045 | 1,38 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 447.982 | 8,46 | 53.131 | 7,78 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 16.744 | 1.986 | ||||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 14.589 | 0,21 | 1.730 | -0,40 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 99.493 | 21,38 | 11.800 | 20,62 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 58.168 | 184,44 | 6.899 | 182,70 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 241.901 | 4,87 | 28.689 | 4,21 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 3.244 | 8,10 | 385 | 7,26 | ||||
| 2026-05-04 | 13F | Legacy Capital Group California, Inc. | 2.917 | 37,08 | 346 | 36,36 | ||||
| 2026-05-18 | 13F | Unconventional Investor, LLC | 1.920 | 0,10 | 228 | -0,44 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 31.419 | 5,64 | 3.726 | 4,99 | ||||
| 2026-04-10 | 13F | Lake Hills Wealth Management, LLC | 76.419 | 3,49 | 9.063 | 2,84 | ||||
| 2026-05-15 | 13F | SkyView Investment Advisors, LLC | 290.122 | 2,23 | 35 | 6,06 | ||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 1.761 | 2,26 | 209 | 1,46 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 5.487 | 8,93 | 651 | 8,15 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 71.648 | 85,45 | 8.497 | 84,28 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 647 | 76 | ||||||
| 2026-03-12 | 13F | Farmers National Bank | 1.682 | 201 | ||||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 2.561 | 2,77 | 304 | 2,02 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 178.684 | 9,97 | 21.192 | 9,28 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 173.121 | 86,97 | 20.422 | 84,79 | ||||
| 2026-04-22 | 13F | Viewpoint Investment Partners Corp | 2.300 | 273 | ||||||
| 2026-04-08 | 13F | Warner Financial, Inc | 27.358 | 49,44 | 3.245 | 162.150,00 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 181 | 311,36 | 21 | 320,00 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 8.866 | 1,29 | 1.052 | 0,67 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 31 | 4 | ||||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 4.605 | 1,84 | 546 | 1,30 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 1.049.997 | 8,62 | 124.530 | 8,13 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 4.140 | 491 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 4.279 | 0,59 | 508 | 0,00 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 1.568 | 31,99 | 186 | 31,91 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 21.996 | 3,78 | 2.609 | 3,12 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 3.422 | 1,42 | 406 | 0,75 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 71.517 | 17,72 | 8.482 | 16,98 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 357 | 42 | -17,65 | |||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 211 | 111,00 | 25 | 127,27 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 708 | 84 | ||||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 111.559 | 67,05 | 13.231 | 66,00 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 240 | 169,66 | 28 | 180,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 939.394 | 18,13 | 112.117 | 17,97 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 33.938 | 31,08 | 4.025 | 30,26 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 2.924 | 347 | ||||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 583 | 0,69 | 69 | 0,00 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 20.972 | 16,24 | 2.487 | 15,51 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 43.039 | 4,07 | 5.104 | 3,42 | ||||
| 2026-05-21 | 13F | BankChampaign, National Association | 455 | 54 | ||||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 299.887 | 5,59 | 35.567 | 4,93 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 22.732 | 1,47 | 2.696 | 0,86 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 27.380 | 2,10 | 3.247 | 1,47 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 226.745 | 17,31 | 26.892 | 16,57 | ||||
| 2026-05-07 | 13F | AlphaCentric Advisors LLC | 6.519 | 171,17 | 773 | 170,28 | ||||
| 2026-05-15 | 13F | Wit, Llc | 2.263.922 | 8,37 | 268.501 | 7,69 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 258.197 | 21,18 | 31 | 20,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 23.506 | 6,43 | 2.788 | 5,77 | ||||
| 2026-05-05 | 13F | Altman Advisors, Inc. | 63.586 | 7.541 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 4.305 | 4,26 | 511 | 3,66 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 337.503 | 10,86 | 40.028 | 10,16 | ||||
| 2026-05-11 | 13F | Portfolio Design Labs, LLC | 91.782 | 37,87 | 10.885 | 37,00 | ||||
| 2026-05-15 | 13F | Permanens Capital L.P. | 257.944 | 1.462,54 | 30.592 | 1.452,89 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 24.614 | 24,71 | 2.919 | 23,95 | ||||
| 2026-05-04 | 13F | J. Safra Sarasin Holding AG | 9.485 | 31,66 | 1.125 | 30,85 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 371.059 | 3,86 | 44.008 | 3,21 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 23.156 | 1,09 | 2.746 | 0,48 | ||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 26.997 | 88,76 | 3.202 | 87,63 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 3.583 | 3,79 | 428 | 3,64 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 116.049 | 5,57 | 13.763 | 4,91 | ||||
| 2026-04-13 | 13F | Community Trust & Investment Co | 76.132 | 58,14 | 9.029 | 57,16 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 78.290 | 13,65 | 9.285 | 12,94 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 2.759 | 54,31 | 327 | 53,52 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 489.387 | 65,17 | 58.062 | 64,11 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 3.733 | 1,94 | 442 | 1,14 | ||||
| 2026-05-05 | 13F | Mirabaud & Cie SA | 188.618 | 2,26 | 22.370 | 1,62 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 46.362 | 262,29 | 5.498 | 260,05 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 23.758 | 7,27 | 2.818 | 6,58 | ||||
| 2026-04-07 | 13F | Martin Capital Partners, LLC | 9.690 | 0,57 | 1 | 0,00 | ||||
| 2026-05-01 | 13F | Brightwater Advisory LLC | 2.538 | 12,35 | 301 | 11,90 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 4.917 | 583 | ||||||
| 2026-04-08 | 13F | Gladwyn Financial Advisors, Inc. | 38.501 | 1,58 | 4.566 | 0,95 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 5.740 | 2,78 | 681 | 2,10 | ||||
| 2026-05-15 | 13F | Mittelman Wealth Management | 2.701 | 320 | ||||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 65.399 | 3,81 | 7.760 | 2,81 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 1.084.487 | 9,72 | 128.620 | 9,03 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 7.808 | 0,58 | 922 | -0,43 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 45.303 | 9,23 | 5.373 | 8,55 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 218 | 10.800,00 | 26 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 897.314 | 12,05 | 106.421 | 11,35 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1.034 | 114,97 | 123 | 114,04 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2.360 | 35,24 | 282 | 35,10 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 26.619 | 3.157 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 81.764 | 2,50 | 9.697 | 1,86 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 7.948 | 949 | ||||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 5.336 | 189,06 | 631 | 186,82 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 6.493 | 770 | ||||||
| 2026-05-13 | 13F | Pioneer Family Office, LLC | 45 | 0,00 | ||||||
| 2026-05-11 | 13F | Camden Capital, LLC | 1.822 | 216 | ||||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 17.192 | 4,23 | 2.039 | 3,56 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 17.109 | 30,89 | 2.029 | 30,06 | ||||
| 2026-05-14 | 13F | Potomac Fund Management Inc /adv | 4.814 | 63,35 | 571 | 62,39 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 719.834 | 60,98 | 85.372 | 59,97 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 4.365 | 1,75 | 518 | 0,98 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 7.072 | 7,30 | 839 | 6,62 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 3.556 | 1,69 | 422 | 0,96 | ||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 8.998 | 0,42 | 1.067 | -0,19 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 40.974 | 343,35 | 4.859 | 340,93 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 2.612 | 12,01 | 310 | 11,15 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 22.751 | 6,23 | 2.700 | 134.900,00 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 94.147 | 5,87 | 11.166 | 5,20 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 3.033 | 360 | ||||||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 64.980 | 19,47 | 7.707 | 18,72 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 9.899 | 22,06 | 1.175 | 21,41 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 22.051 | 40,40 | 2.628 | 40,23 | ||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 44.061 | 2,64 | 5.226 | 1,99 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 59.473 | 13,53 | 7.054 | 12,81 | ||||
| 2026-05-04 | 13F | Bank Hapoalim Bm | 2 | 0,00 | ||||||
| 2026-05-11 | 13F | Haverford Trust Co | 162.535 | 6,33 | 19.277 | 5,66 | ||||
| 2026-05-07 | 13F | Summitpoint Capital Management | 45.170 | 5.391 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 14.320 | 82,07 | 1.698 | 81,02 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 13.342 | 29,25 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 7.112 | 120,94 | 843 | 119,53 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 218 | 0,93 | 26 | 0,00 | ||||
| 2026-05-05 | 13F | Midwest Professional Planners, LTD. | 67.075 | 5,10 | 7.955 | 4,45 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 68.855 | 10,25 | 8.166 | 9,55 | ||||
| 2026-04-23 | 13F | Woodward Diversified Capital, Llc | 4.347 | 19,00 | 517 | 18,85 | ||||
| 2026-05-12 | 13F | Bnp Paribas | 21.565 | 11,94 | 2.558 | 11,22 | ||||
| 2026-01-22 | 13F | Premier Path Wealth Partners, LLC | 71.394 | 3,76 | 8.521 | 3,62 | ||||
| 2026-04-06 | 13F | Israel Discount Bank of New York | 12.919 | 57,38 | 1.532 | 56,49 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 319.437 | 12,13 | 37.885 | 11,43 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 390.414 | 54,22 | 46.303 | 53,25 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 9.066 | 0,07 | 1.075 | -0,56 | ||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 17.392 | 2.058 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.735.908 | 11,47 | 324.479 | 10,77 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 47.200 | 475,61 | 5.598 | 472,29 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 38.657 | 4.585 | ||||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 2.615 | 1,28 | 310 | 0,65 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 846 | 72,30 | 100 | 72,41 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 121.560 | 14.349 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 2.037.091 | 311,61 | 241.599 | 309,02 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 29.872 | 2,60 | 3.543 | 1,96 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 2.148 | 6,65 | 255 | 5,83 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 38.636 | 20,76 | 4.582 | 20,01 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 24.490 | 0,51 | 2.905 | -0,10 | ||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 5.135 | 609 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2.845.738 | 4,39 | 337.219 | 3,69 | ||||
| 2026-04-17 | 13F | Values First Advisors, Inc. | 46.200 | 2,37 | 5.479 | 1,73 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 12.735 | 2,08 | 1.510 | 1,48 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 57.794 | 7,00 | 6.854 | 6,33 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 7.464 | 12,55 | 885 | 11,88 | ||||
| 2026-05-07 | 13F | Bingham Private Wealth, Llc | 17.030 | 9,98 | 2.020 | 9,25 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 39 | 5 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 9.501 | 71,25 | 1.127 | 70,09 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 33.809 | 4,67 | 4.010 | 3,99 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 63.154 | 167,61 | 7 | 250,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.113.025 | 0,46 | 132.004 | -0,17 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 145.646 | 3,88 | 17.274 | 3,23 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 18.028 | 0,21 | 2.138 | -0,42 | ||||
| 2026-04-09 | 13F | Silvia Mccoll Wealth Management, Llc | 8.084 | 1,09 | 959 | 0,42 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 4.049 | 480 | ||||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 19.496 | 2,95 | 2.312 | 2,30 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 46.229 | 16,79 | 5.483 | 16,05 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 9.557 | 81,38 | 1.133 | 80,25 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 27.020 | 3 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 56 | 7 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 106.867 | 13,75 | 12.625 | 12,60 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 206 | 24 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 44.125 | 1,91 | 5.233 | 1,28 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 16.776 | 0,22 | 1.990 | -0,40 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 9.100 | 1.079 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 16.770 | 127,27 | 1.989 | 125,91 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 6.063 | 719 | ||||||
| 2026-02-09 | 13F | Quest Partners LLC | 403.902 | 644,31 | 48.206 | 643,33 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 96.832 | 12,63 | 11.484 | 11,93 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 535 | 63 | ||||||
| 2026-05-07 | 13F | CVS HEALTH Corp | 182.800 | 21.680 | ||||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 62.079 | 7.362 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 19.260 | 238,85 | 2.284 | 236,87 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 4.918 | 583 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 5.248 | 130,28 | 622 | 129,52 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 357.210 | 24,63 | 42.365 | 23,85 | ||||
| 2026-05-15 | 13F | SummitTX Capital, L.P. | 62.958 | 0,30 | 7.467 | -0,33 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2.985.127 | 31,40 | 354.036 | 30,58 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 288.900 | 18,01 | 34.264 | 17,27 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 94.909 | 28,30 | 11.256 | 27,50 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3.057 | 75,09 | 0 | |||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 196.652 | 3,42 | 23.323 | 2,76 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 9.632 | 6,27 | 1.142 | 5,64 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 93 | 1.062,50 | 11 | |||||
| 2026-01-14 | 13F | ORG Partners LLC | 8.025 | 0,39 | 958 | 0,21 | ||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 232 | 28 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 55 | 7 | ||||||
| 2026-04-16 | 13F | CPR Investments Inc. | 8.843 | 19,26 | 1.049 | 18,55 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 92.792 | 11 | ||||||
| 2026-05-05 | 13F | Mariner Investment Group Llc | 7.638 | 906 | ||||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 110.902 | 0,63 | 13.153 | 0,00 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 2.777 | 7,93 | 329 | 7,17 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 1 | 0 | ||||||
| 2026-04-27 | 13F | Bulltick Wealth Management, LLC | 41.421 | 39,23 | 4.913 | 38,37 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 57.761 | 14,42 | 6.850 | 13,69 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 472 | 56 | ||||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 2.776 | 0,33 | 0 | |||||
| 2026-05-15 | 13F | Gould Capital, LLC | 126.530 | 19,24 | 15.006 | 18,49 | ||||
| 2026-05-13 | 13F | University of Illinois Foundation | 410.500 | 48.685 | ||||||
| 2026-05-08 | 13F | Logan Capital Management Inc | Put | 1.703 | 202 | |||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 10.310 | 2,73 | 1.218 | 1,75 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 2.730 | 0,40 | 0 | |||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 1.329 | 411,15 | 158 | 406,45 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 1.809 | 0 | ||||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 83.937 | 1,75 | 9.955 | 1,11 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 2.400 | 1,48 | 285 | 0,71 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 2.161 | 256 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 24.203 | 4,64 | 2.870 | 3,99 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 10.675 | 10,35 | 1.266 | 9,71 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 46 | 5 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 3.352.425 | 9,84 | 397.598 | 9,15 | ||||
| 2026-04-27 | 13F | Arrien Investments, Inc. | 2.712 | 5,69 | 322 | 4,90 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 36.072 | 12,97 | 4.278 | 12,28 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 5.538 | 95,28 | 654 | 93,49 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 132.084 | 5,26 | 15.665 | 4,61 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 412.543 | 3,21 | 48.928 | 2,56 | ||||
| 2026-04-17 | 13F | Braeburn Wealth Management LLC | 19.495 | 24,38 | 2.312 | 23,64 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 18.160 | 9,00 | 2.154 | 8,30 | ||||
| 2026-05-11 | 13F | Commerce Bank | 13.954 | 7,64 | 1.655 | 6,92 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 5.736 | 1,92 | 680 | 1,34 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 69.805 | 34,09 | 8.331 | 33,92 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 111.002 | 22,00 | 13.165 | 21,23 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 3.524 | 0,57 | 418 | -0,24 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 77.849 | 235,27 | 9.233 | 233,16 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 2.128 | 1,43 | 252 | 0,40 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 38.463 | 4.562 | ||||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 11.800 | 15,75 | 1.397 | 14,70 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 2.515 | 0,24 | 298 | -0,33 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 73.563 | 12,74 | 8.725 | 12,03 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 27.152 | 1,95 | 3.220 | 1,35 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 21.006 | 2.491 | ||||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 93.201 | 11,35 | 11.054 | 10,65 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 1.719 | 0,06 | 204 | -0,49 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 93.105 | 293,66 | 11.042 | 291,28 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 7.410 | 7,08 | 879 | 6,42 | ||||
| 2026-04-30 | 13F | Mmbg Investment Advisors Co. | 23.170 | 22,85 | 2.748 | 22,09 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 84.937 | 6,00 | 10.074 | 5,33 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1.968.957 | 0,73 | 233.518 | 0,10 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 451.719 | 118,36 | 53.574 | 116,98 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 2.155 | 23,50 | 256 | 22,60 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 137.565 | 2,34 | 16.315 | 1,70 | ||||
| 2026-04-14 | 13F | Meadowbrook Wealth Management, LLC | 2.387 | 283 | ||||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 14.101 | 33,72 | 1.672 | 32,91 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 101.966 | 0,25 | 12.093 | -0,38 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 94.670 | 5.139,07 | 11.228 | 5.121,86 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 127 | 15 | ||||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 6.362 | 80,12 | 755 | 79,10 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 214 | 25 | ||||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 1.734 | 3,09 | 206 | 2,50 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 3.485 | 59,42 | 413 | 58,85 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 26.952 | 4,57 | 3.196 | 3,90 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 227.262 | 54,51 | 27 | 52,94 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 1.762 | 210 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 6.212 | 737 | ||||||
| 2026-05-15 | 13F | EFG International AG | 33.025 | 27,60 | 3.917 | 26,81 | ||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 37.408 | 0,69 | 4.437 | 0,07 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 25.872 | 5,47 | 3.068 | 4,82 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 76.706 | 7,62 | 9.097 | 6,95 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 137.157 | 1,84 | 16.267 | 1,19 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 62.024 | 30,94 | 7.356 | 30,13 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 250 | 30 | ||||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 593 | 0,85 | 70 | 0,00 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 7.591 | 0,60 | 900 | 0,00 | ||||
| 2026-04-21 | 13F | Maseco Llp | 5.328 | 1.706,10 | 632 | 1.702,86 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 196.711 | 6,73 | 23.330 | 6,06 | ||||
| 2026-05-14 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 529.872 | 10,26 | 62.515 | 8,73 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 39.564 | 161,87 | 4.692 | 160,23 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 1.873 | 222 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 2.314 | 275 | ||||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 3.954 | 469 | ||||||
| 2026-05-13 | 13F | Transmarket Holdings LP | 51.067 | 599,16 | 6.057 | 595,29 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 2.589 | 307 | ||||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 2.923 | 62,21 | 347 | 60,93 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 15.903 | 29,18 | 1.886 | 28,39 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 487.319 | 3,99 | 57.796 | 3,33 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 3.553 | 65,56 | 421 | 64,45 | ||||
| 2026-04-24 | 13F | Ndwm Llc | 3.765 | 0,19 | 446 | -0,45 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 180.491 | 5,61 | 21.406 | 4,94 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 222.267 | 27,55 | 26.361 | 26,74 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 610 | 69,44 | 72 | 71,43 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 10.720 | 0,13 | 1.271 | -0,47 | ||||
| 2026-04-17 | 13F | Weaver Capital Management LLC | 231.359 | 27.439 | ||||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 2.349 | 11,38 | 279 | 10,76 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.152.305 | 2,71 | 255.263 | 2,07 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 55.270 | 1,68 | 6.555 | 1,05 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 31.379 | 109,91 | 3.722 | 108,58 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 19 | 5,56 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 11.217 | 25,81 | 1.330 | 25,00 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 26.768 | 41,85 | 3.175 | 40,94 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 118.871 | 142,79 | 14.098 | 141,28 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 92.663 | 90,61 | 10.990 | 89,40 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 6.206 | 3,73 | 736 | 3,08 | ||||
| 2026-04-23 | 13F | Strategic Point Investment Advisors, LLC | 639.390 | 3,99 | 75.832 | 3,34 | ||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 8.502 | 1.008 | ||||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 7.223 | 857 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 148.034 | 193,04 | 17.557 | 191,19 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 2.441 | 2,18 | 290 | 1,40 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 830 | 2,34 | 98 | 2,08 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 2.403.767 | 10,47 | 285.087 | 9,77 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 13.049 | 19,23 | 1.548 | 18,45 | ||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 5.419 | 37,43 | 643 | 36,60 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 451 | 53 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 42.861 | 48,67 | 5.116 | 48,48 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 2.000 | 237 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 3.713 | 4,83 | 440 | 4,27 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 615.718 | 3,01 | 73.024 | 2,36 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 4.114 | 6,72 | 488 | 5,87 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 27.492 | 129,73 | 3.261 | 128,29 | ||||
| 2026-05-14 | 13F | Sumitomo Mitsui Financial Group, Inc. | 44.654 | 1,89 | 5.296 | 1,24 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 1.760 | 209 | ||||||
| 2026-04-28 | 13F | Timber Creek Capital Management LLC | 7.795 | 0,40 | 924 | -0,22 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 66.000 | 245,55 | 7.828 | 243,44 | |||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 702 | 83 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 256.392 | 30.408 | ||||||
| 2026-04-27 | 13F | DSG Capital Advisors, LLC | 49.973 | 12,80 | 5.927 | 12,15 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 7.381 | 4,24 | 875 | 3,55 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 25.015 | 108,01 | 2.967 | 106,69 | ||||
| 2026-04-22 | 13F | Hoese & Co LLP | 225.998 | 2,04 | 26.803 | 1,40 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 341.421 | 3,94 | 40.493 | 3,29 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 1.713 | 34,25 | 0 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 81.600 | 180,41 | 9.678 | 178,64 | |||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 7.697 | 18,52 | 913 | 17,68 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 7.400 | 878 | |||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 8.121 | 2,51 | 963 | 1,90 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 4.786 | 37,10 | 568 | 36,30 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 27.841 | 3,31 | 3.302 | 2,64 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 25.226 | 46,48 | 2.992 | 45,55 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 741 | 1,37 | 88 | 0,00 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 52.086 | 6.177 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 683 | 16,16 | 81 | 15,71 | ||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 23.928 | 5,75 | 2.834 | 4,73 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 18.033 | 16,80 | 2.139 | 16,07 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 6.568 | 0,92 | 779 | 0,26 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 29.165 | 0,03 | 3.459 | -0,57 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 776 | 882,28 | 92 | 922,22 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 1.965 | 233 | ||||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 1.503 | 132,30 | 178 | 131,17 | ||||
| 2026-05-04 | 13F | Nwam Llc | 11.829 | 0,07 | 1.403 | -0,43 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 20.333 | 4,66 | 2.412 | 4,01 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 63.006 | 24,11 | 7.473 | 23,32 | ||||
| 2026-05-14 | 13F | Vernal Point Advisors, LLC | 20.964 | 1,23 | 2.486 | 0,61 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 1.843 | 4,54 | 219 | 3,81 | ||||
| 2026-05-04 | 13F | Camden National Bank | 60.421 | 7,97 | 7.166 | 7,29 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 5.622 | 667 | ||||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 478.423 | 3,10 | 56.741 | 2,46 | ||||
| 2026-04-22 | 13F | Aua Capital Management, Llc | 19.409 | 22,94 | 2.302 | 22,13 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 61.023 | 11,75 | 7.237 | 11,05 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 21.758 | 9,79 | 2.580 | 9,09 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 2.113 | 22,92 | 251 | 21,95 | ||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 15.024 | 13,37 | 1.772 | 11,87 | ||||
| 2026-04-21 | 13F | Welch Group, LLC | 12.385 | 216,19 | 1.469 | 214,35 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1.995.728 | 1,38 | 236.693 | 0,74 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 279.159 | 2,95 | 33.108 | 2,30 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 15.569 | 6,32 | 1.847 | 5,72 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 2.283 | 19,22 | ||||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 19.384 | 14,68 | 2.299 | 13,98 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 2.774 | 0,54 | 329 | -0,30 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 7.847 | 9,20 | 931 | 8,52 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 7.370 | 0,08 | 874 | -0,46 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 1.980 | 233 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 6.063 | 719 | ||||||
| 2026-05-05 | 13F | Mount Lucas Management LP | 43.217 | 160,30 | 5.126 | 158,71 |
