PFF / iShares Trust - iShares Preferred and Income Securities ETF - Proprietà istituzionale - Venditori

iShares Trust - iShares Preferred and Income Securities ETF
US ˙ NasdaqGM ˙ US4642886877

Proprietà istituzionale e dei fondi - Venditori

Questa pagina mostra le istituzioni, i fondi e i principali azionisti che hanno ridotto le partecipazioni o chiuso le loro posizioni nell'ultimo periodo di riferimento. Le righe rosse indicano le posizioni chiuse. Fai clic sullicona 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
(%)
2026-05-15 13F Investmark Advisory Group LLC 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 850.228 -17,75 24.712 -24,01
2026-05-12 13F Curio Wealth, Llc 0 -100,00 0
2026-04-30 13F Private Trust Co Na 29.121 -1,06 883 -3,18
2026-04-17 13F Mezzasalma Advisors, LLC 13.879 -53,39 421 -54,84
2026-02-12 13F Chilton Capital Management Llc 0 -100,00 0
2026-05-12 13F Community Bank, N.A. 113.732 -4,50 3.447 -6,46
2026-02-26 13F Ssa Swiss Advisors Ag 0 -100,00 0
2026-04-03 13F Coastline Trust Co 125 -76,19 4 -81,25
2026-02-10 13F Murphy & Mullick Capital Management Corp 0 -100,00 0
2026-02-06 13F GPS Wealth Strategies Group, LLC 11.977 -11,91 371 -13,75
2026-05-14 13F Level Four Advisory Services, Llc 87.020 -10,53 2.638 -12,39
2026-05-20 13F RMR Capital Management, LLC 87.865 -1,31 2.664 -3,34
2026-05-13 13F Invictus Private Wealth, Llc 118.455 -0,61 3.592 -2,66
2026-04-24 13F Keybank National Association/oh 613.352 -4,65 18.597 -6,63
2026-04-29 13F CVA Family Office, LLC 828 -31,46 25 -32,43
2026-05-15 13F Bramshill Investments, LLC 50.570 -97,61 1.533 -98,62
2026-05-13 13F Federation des caisses Desjardins du Quebec 30.955 -10,18 939 -12,09
2026-04-28 13F Flagship Harbor Advisors, Llc 31.140 -34,70 944 -36,04
2026-04-22 13F Janney Montgomery Scott LLC 0 -100,00 0
2026-04-08 13F Mma Asset Management Llc 24.123 -3,13 731 -5,06
2026-05-12 13F Disciplined Investments, LLC 72.892 -1,45 2.210 -3,45
2026-04-09 13F Pacifica Partners Inc. 2.523 -6,83 76 -9,52
2026-05-13 13F Franklin Resources Inc 34.948 -11,01 1.060 -12,84
2026-05-21 13F Raab & Moskowitz Asset Management LLC 7.546 -22,70 229 -24,50
2026-05-05 13F Smith, Moore & Co. 12.245 -3,10 371 -5,12
2026-01-26 13F Annex Advisory Services, LLC 0 -100,00 0
2026-01-12 13F AllSquare Wealth Management LLC 0 -100,00 0
2026-05-14 13F Bank of Marin 32.382 -10,98 982 -12,88
2026-04-21 13F Paradigm Financial Partners, Llc 0 -100,00 0
2026-05-15 13F Sanibel Captiva Trust Company, Inc. 337.623 -3,74 10.237 -5,73
2026-05-11 13F OpenArc Corporate Advisory, LLC 76.213 -31,32 2.311 -32,75
2026-05-01 13F Welch & Forbes Llc 584.741 -1,63 17.729 -3,66
2026-04-14 13F Global Trust Wealth Management LLC 20.670 -0,79 627 -2,95
2026-05-01 13F/A Lodestone Wealth Management LLC 2.376 -13,44 72 -14,29
2026-01-22 13F Powers Advisory Group, LLC 0 -100,00 0
2026-04-24 13F Luminist Capital LLC 0 -100,00 0
2026-04-24 13F Medallion Wealth Advisors, LLC 4.125 -1,67 125 -3,10
2026-05-13 13F Cetera Investment Advisers 1.544.205 -12,67 46.820 -14,47
2026-02-02 13F Principal Financial Group Inc 0 -100,00 0
2026-04-22 13F Stone Point Wealth LLC 8.965 -19,23 272 -20,99
2026-05-13 13F Crews Bank & Trust 96.325 -1,58 2.921 -3,63
2026-05-07 13F Bard Associates Inc 691.884 -0,30 20.978 -2,36
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-04-20 13F GSB Wealth Management, LLC 62.594 -6,92 1.898 -8,84
2026-05-13 13F Keystone Wealth Services, LLC 0 -100,00 0
2026-05-14 13F Atomi Financial Group, Inc. 10.554 -5,85 320 -8,07
2026-04-29 13F Cary Street Partners Financial Llc 100.208 -5,59 3.038 -7,55
2026-04-24 13F SOL Capital Management CO 0 -100,00 0
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-05-01 13F Patten & Patten Inc/tn 11.541 -5,83 350 -7,92
2026-04-29 13F Cordatus Wealth Management LLC 46.774 -68,63 1.418 -69,27
2026-05-15 13F United Capital Financial Advisers, Llc 44.339 -13,03 1.341 -15,02
2026-04-24 13F Crown Oak Advisors, LLC 24.674 -76,84 748 -77,32
2026-05-07 13F Key Capital Management, INC 0 -100,00 0
2026-02-11 13F Parallel Advisors, LLC 109.678 -3,24 3.396 -5,25
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 27.603 -9,13 837 -11,06
2026-04-09 13F VERITY Wealth Advisors 0 -100,00 0
2026-05-13 13F Mariner, LLC 3.425.136 -9,85 103.807 -11,75
2026-04-08 13F Cadent Capital Advisors, LLC 38.706 -16,06 1.174 -17,80
2026-02-12 13F FineMark National Bank & Trust 12.773 -11,90 395 -13,76
2026-05-13 13F/A Jpmorgan Chase & Co 12.420 -7,72 374 -10,10
2026-04-14 13F Amicus Financial Advisors, LLC 105.078 -0,52 3.186 -2,60
2026-05-11 13F White Pine Capital Llc 135.871 -8,12 4.120 -10,03
2026-04-14 13F Austin Wealth Management, LLC 7.306 -38,33 223 -40,16
2026-05-12 13F Strategic Wealth Partners, Ltd. 13.816 -1,64 419 -3,69
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 203.233 -9,88 6.162 -11,73
2026-04-29 13F Bank Of Stockton 138.134 -3,74 4.188 -5,72
2026-05-05 13F Putnam Fl Investment Management Co 7.506 -1,98 228 -4,22
2026-05-01 13F Mutual Advisors, LLC 87.136 -6,54 2.642 -8,49
2026-04-29 13F Duncker Streett & Co Inc 72.317 -1,53 2.193 -3,56
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 15.893 -0,68 482 -2,83
2026-01-30 13F Catalytic Wealth RIA, LLC 0 -100,00 0
2026-04-08 13F Pines Wealth Management, LLC 0 -100,00 0
2026-05-13 13F Intrepid Financial Planning Group LLC 111.008 -6,51 3.358 -8,68
2026-04-30 13F Sequoia Financial Advisors, LLC 52.265 -21,48 1.585 -23,11
2026-05-04 13F Stirlingshire Investments, Inc. 0 -100,00 0
2026-05-12 13F Bnp Paribas Arbitrage, Sa 80 -55,80 2 -60,00
2026-05-12 13F Bank of Jackson Hole Trust 1.510 -14,83 46 -16,67
2026-05-07 13F Banta Asset Management Lp 13.190 -2,94 400 -5,00
2026-04-13 13F Whalen Wealth Management Inc. 0 -100,00 0
2026-01-26 13F Townsend & Associates, Inc 0 -100,00 0
2026-05-04 13F Geneos Wealth Management Inc. 65.296 -0,74 1.980 -2,80
2026-05-15 13F Strategic Advocates LLC 0 -100,00 0
2026-04-28 13F Winthrop Capital Management, LLC 87.297 -8,18 3 0,00
2026-04-27 13F Boyd Watterson Asset Management Llc/oh 24.846 -0,46 753 -2,46
2026-02-17 13F GeoWealth Management, LLC 0 -100,00 0
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-05-15 13F Morgan Stanley 15.022.935 -4,98 455.495 -6,95
2026-02-13 13F 10Elms LLP 0 -100,00 0
2026-05-12 13F Orcam Financial Group 32.732 -0,56 992 -2,65
2026-04-17 13F Boston Private Wealth Llc 35.586 -17,56 1.079 -19,31
2026-05-05 13F LFA - Lugano Financial Advisors SA 3.413 -13,81 103 -16,39
2026-04-30 13F Petix & Botte Co 6.100 -49,97 370 -2,12
2026-02-05 13F Cornerstone Wealth Management, LLC 0 -100,00 0
2026-05-14 13F Us Bancorp \de\ 1.567.996 -11,00 47.542 -12,84
2026-05-15 13F Tudor Investment Corp Et Al 0 -100,00 0
2026-05-12 13F Northwest Bancshares, Inc. 38.049 -4,24 1.154 -6,26
2026-05-15 13F JT Stratford LLC 15.031 -12,66 456 -14,47
2026-01-28 13F Cabana Llc 0 -100,00 0
2026-04-28 13F Whittier Trust Co 24.138 -7,72 736 -10,46
2026-04-15 13F Steinberganna Wealth Management 0 -100,00 0
2026-05-14 13F Solstein Capital, LLC 0 -100,00 0
2026-05-06 13F LPL Financial LLC 7.711.936 -1,92 233.826 -3,95
2026-05-21 13F Essential Partners LLC 0 -100,00 0 -100,00
2026-05-04 13F V2 Financial group LLC 31.419 -0,01 953 -2,06
2026-04-16 13F Montecito Bank & Trust 36.372 -5,88 1.103 -7,86
2026-05-12 13F Finer Wealth Management, Inc. 0 -100,00 0
2026-01-23 13F Bellevue Asset Management, Llc 0 -100,00 0
2026-04-17 13F Charter Trust Co 15.746 -2,12 477 -4,22
2026-01-27 13F Friedenthal Financial 0 -100,00 0
2026-04-27 13F Symmetry Partners, LLC 7.287 -0,03 221 -2,22
2026-05-14 13F Hilltop Holdings Inc. 14.691 -2,18 445 -4,09
2026-05-08 13F Burke & Herbert Bank & Trust Co 73.014 -3,41 2.214 -5,43
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-05-14 13F Gts Securities Llc 0 -100,00 0
2026-05-14 13F Klingman & Associates, LLC 14.013 -1,43 425 -3,64
2026-04-06 13F Stableford Capital Ii Llc 9.436 -4,46 286 -6,23
2026-05-13 13F Principal Securities, Inc. 52.047 -4,43 1.578 -6,41
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-05-05 13F SOUTH STATE Corp 71.848 -3,19 2.178 -5,18
2026-02-03 13F Financial Partners Group, Inc 0 -100,00 0
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-01-06 13F Chemistry Wealth Management LLC 0 -100,00 0
2026-02-11 13F Group One Trading, L.p. 5.538 -42,25 171 -43,56
2026-05-12 13F Coyle Financial Counsel LLC 0 -100,00 0
2026-05-15 13F Jones Financial Companies Lllp 385.564 -12,46 11.629 -14,73
2026-05-05 13F Cannon Wealth Management Services, LLC 43.609 -6,25 1.322 -8,19
2026-05-08 13F Pnc Financial Services Group, Inc. 127.830 -41,29 3.876 -42,52
2026-04-06 13F GAMMA Investing LLC 6.264 -6,48 190 -8,70
2026-05-01 13F Bensler, LLC 0 -100,00 0
2026-04-24 13F Key FInancial Inc 5.741 -7,78 174 -9,37
2026-05-08 13F Gen-Wealth Partners Inc 20.399 -1,58 618 -3,59
2026-04-20 13F Tanager Wealth Management LLP 186.725 -9,68 5.662 -11,55
2026-04-29 13F Clearwave Capital, LLC 0 -100,00 0
2026-02-12 13F Sykon Capital Llc 0 -100,00 0
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 76.191 -2,51 2.310 -4,51
2026-04-16 13F Capital Advisors, Ltd. LLC 16.860 -1,44 1
2026-05-12 13F ForthRight Wealth Management, LLC 36.262 -12,77 1.099 -14,54
2026-05-18 13F Alexander Labrunerie & Co., Inc. 185.560 -0,19 5.626 -2,26
2026-01-16 13F Crowley Wealth Management, Inc. 0 -100,00 0
2026-05-13 13F AE Wealth Management LLC 13.445 -37,73 408 -39,07
2026-05-08 13F Valeo Financial Advisors, LLC 9.453 -5,30 287 -7,44
2026-05-04 13F Chicago Partners Investment Group LLC 51.174 -7,20 1.612 -8,36
2026-01-08 13F Grove Bank & Trust 0 -100,00 0
2026-02-06 13F Redmont Wealth Advisors Llc 70.472 -34,77 2.182 -36,15
2026-04-15 13F Sowa Financial Group, Inc. 49.906 -7,67 2 0,00
2026-04-30 13F Donaldson Capital Management, Llc 53.463 -1,32 1.621 -3,40
2026-04-24 13F Oakworth Capital, Inc. 0 -100,00 0
2026-04-22 13F Spire Wealth Management 26.894 -5,61 815 -7,60
2026-04-17 13F Summit Wealth Partners, LLC 7.516 -55,06 228 -56,09
2026-04-16 13F First Merchants Corp 0 -100,00 0
2026-05-12 13F Operose Advisors LLC 0 -100,00 0
2026-01-02 13F First Financial Bank - Trust Division 0 -100,00 0
2026-04-07 13F CoreCap Advisors, LLC 12.620 -44,35 383 -45,58
2026-04-20 13F City State Bank 18.465 -16,69 560 -18,51
2026-04-28 13F Howe & Rusling Inc 1.347 -9,48 41 -13,04
2026-04-08 13F BOS Asset Management, LLC 166.753 -0,48 5.056 -2,54
2026-05-14 13F Joseph P. Lucia & Associates, LLC 46.752 -7,39 1.418 -9,28
2026-05-15 13F Peapack Gladstone Financial Corp 250.629 -3,99 8 -12,50
2026-04-23 13F Willis Johnson & Associates, Inc. 14.215 -12,79 431 -14,68
2026-05-04 13F Objective Capital Management, LLC 7.641 -42,04 232 -43,38
2026-05-07 13F Principle Wealth Partners Llc 10.560 -25,41 320 -26,94
2026-01-23 13F Bouvel Investment Partners, LLC 0 -100,00 0
2026-05-14 13F Horizon Investments, LLC 3.294 -98,46 99 -98,52
2026-04-13 13F IFP Advisors, Inc 43.353 -10,60 1.314 -12,46
2026-05-15 13F Quantinno Capital Management LP 7.581 -45,99 230 -47,24
2026-04-22 13F Midwest Financial Group LLC 7.465 -2,29 226 -4,24
2026-04-23 13F Traub Capital Management LLC 9.694 -0,92 294 -2,98
2026-04-21 13F Moseley Investment Management Inc 7.388 -0,14 224 -2,18
2026-02-10 13F Verus Capital Partners, Llc 0 -100,00 0
2026-01-22 13F Curran Financial Partners, LLC 0 -100,00 0
2026-05-15 13F Kcm Investment Advisors Llc 18.412 -9,63 558 -11,43
2026-05-01 13F Strategic Financial Partners, Ltd. 21.233 -1,74 644 -3,74
2026-05-04 13F Lifeworks Advisors, LLC 0 -100,00 0
2026-05-07 13F Crewe Advisors LLC 64.594 -0,43 1.958 -2,49
2026-04-22 13F Atlantic Edge Private Wealth Management, LLC 85.020 -0,98 2.578 -3,05
2026-05-01 13F Financial Advisory Partners, Llc 149.476 -3,69 4.532 -5,68
2026-04-21 13F Avaii Wealth Management, Llc 10.592 -0,38 321 -2,43
2026-05-07 13F AlphaCentric Advisors LLC 12.386 -9,52 376 -11,35
2026-05-15 13F Pettyjohn, Wood & White, Inc 38.454 -2,90 1.166 -4,98
2026-04-23 13F North Star Investment Management Corp. 25.247 -5,51 765 -7,50
2026-04-24 13F National Asset Management, Inc. 33.735 -25,80 1.016 -27,79
2026-04-17 13F/A Founders Financial Securities Llc 0 -100,00 0
2026-05-14 13F Zacks Investment Management 192.692 -70,91 5.842 -71,52
2026-04-23 13F Balanced Wealth Group Llc 33.618 -13,77 1.019 -17,62
2026-04-27 13F Lodestar Private Asset Management Llc 33.673 -2,12 1.021 -4,23
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 536.356 -0,63 16 0,00
2026-04-08 13F Northstar Advisory Group, LLC 26.314 -18,38 798 -20,14
2026-04-01 13F Vigilare Wealth Management 8.274 -67,55 251 -68,31
2026-05-12 13F Sfmg, Llc 9.736 -7,30 295 -9,23
2026-04-22 13F Arcataur Capital Management LLC 47.972 -0,27 1.455 -2,35
2026-02-10 13F Private Wealth Asset Management, LLC 0 -100,00 0
2026-05-04 13F Fell Capital Management /adv 62.784 -6,27 1.904 -8,20
2026-05-06 13F ProVise Management Group, LLC 9.454 -5,97 287 -8,04
2026-05-05 13F Crestwood Advisors Group LLC 31.661 -1,17 960 -3,23
2026-05-01 13F Connecticut Wealth Management, LLC 55.916 -24,48 1.695 -26,05
2026-05-05 13F Fisher Asset Management, LLC 0 -100,00 0
2026-05-12 13F Vines Capital Management, LLC 40.149 -1,68 1.217 -3,72
2026-04-29 13F Staley Capital Advisers Inc 16.500 -5,71 500 -7,58
2026-04-28 13F Cordoba Advisory Partners LLC 479.626 -15,20 14.542 -16,96
2026-04-15 13F Fortitude Family Office, LLC 19.674 -2,19 597 -4,18
2026-02-03 13F Price Capital Management, Inc. 0 -100,00 0
2026-04-29 13F American Wealth Advisors, LLC 0 -100,00 0
2026-02-03 13F Mokosak Advisory Group, LLC 0 -100,00 0
2026-04-13 13F Bank of New Hampshire 0 -100,00 0
2026-04-15 13F Independence Financial Advisors, LLC 0 -100,00 0
2026-04-20 13F Apella Capital, LLC 141.859 -2,36 4.463 -0,80
2026-01-12 13F Edge Wealth Management LLC 0 -100,00 0
2026-01-21 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-01-30 13F Caldwell Securities, Inc 865 -15,11 27 -18,75
2026-01-30 13F Citizens National Bank Trust Department 0 -100,00 0
2026-05-07 13F Beck Bode, LLC 11.247 -24,97 341 -26,51
2026-04-27 13F Pensionmark Financial Group, Llc 39.685 -4,30 1.203 -6,24
2026-02-10 13F Transatlantique Private Wealth Llc 25.437 -30,28 788 -31,74
2026-04-28 13F Busey Wealth Management 23.151 -1,80 702 -3,84
2026-04-16 13F Ironwood Financial, llc 8.658 -12,57 263 -16,29
2026-01-15 13F Econ Financial Services Corp 0 -100,00 0
2026-04-20 13F Yorktown Management & Research Co Inc 32.000 -20,00 970 -21,65
2026-05-09 13F MSH Capital Advisors LLC 19.450 -1,15 590 -3,28
2026-05-15 13F Advisor Group Holdings, Inc. 1.190.803 -5,24 36.108 -7,20
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-14 13F O'ROURKE & COMPANY, Inc 23.907 -1,51 725 -3,60
2026-04-28 13F Stephens Inc /ar/ 493.472 -3,88 14.962 -5,86
2026-05-01 13F Valmark Advisers, Inc. 0 -100,00 0
2026-02-18 13F EP Wealth Advisors, Inc. 0 -100,00 0
2026-04-29 13F Clare Market Investments LLC 7.474 -0,21 227 -4,24
2026-05-04 13F Checchi Capital Advisers, LLC 63.771 -4,42 1.934 -6,39
2026-01-05 13F Chesapeake Asset Management Llc 0 -100,00 0 -100,00
2026-05-14 13F Hazlett, Burt & Watson, Inc. 1.073 -8,53 0
2026-02-13 13F Templeton & Phillips Capital Management, LLC 0 -100,00 0
2026-04-09 13F Victrix Investment Advisors 93.346 -0,06 2.830 -2,11
2026-04-30 13F Independence Bank of Kentucky 23.294 -7,63 706 -9,49
2026-05-13 13F Adviser Investments LLC 218.889 -0,29 6.637 -2,35
2026-05-15 13F Quadrature Capital Ltd 0 -100,00 0
2026-05-12 13F Payden & Rygel 670 -65,73 0
2026-04-20 13F Ronald Blue Trust, Inc. 30.526 -10,15 926 -11,99
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 7.553 -13,49 229 -15,19
2026-04-28 13F Dumont & Blake Investment Advisors Llc 77.508 -3,84 2.350 117.400,00
2026-05-12 13F Ausdal Financial Partners, Inc. 13.196 -7,96 400 -9,71
2026-05-15 13F Matrix Private Capital Group Llc 47.547 -1,12 1.442 -3,16
2026-02-06 13F New Millennium Group LLC 0 -100,00 0
2026-05-12 13F Asset One Wealth Management LLC 8.966 -0,33 280 -1,06
2026-04-15 13F City Holding Co 40.402 -5,69 1.225 -7,62
2026-05-14 13F Neuberger Berman Group LLC 22.590 -6,23 685 -8,19
2026-04-29 13F Seelaus Asset Management LLC 9.581 -5,36 290 -7,35
2026-05-13 13F Ubs Asset Management Americas Inc 830 -50,86 25 -51,92
2026-02-17 13F Logan Stone Capital, LLC 0 -100,00 0
2026-02-12 13F CIBC Private Wealth Group, LLC 123.061 -9,86 3.810 -11,75
2026-04-21 13F Wesbanco Bank Inc 32.083 -1,73 973 -3,76
2026-01-08 13F Fulton Bank, N.a. 0 -100,00 0
2026-04-20 13F Kestra Private Wealth Services, Llc 146.049 -9,98 4.428 -11,85
2026-01-14 13F Flywheel Private Wealth LLC 0 -100,00 0
2026-05-15 13F Smartleaf Asset Management LLC 3.777 -0,21 114 -3,42
2026-05-14 13F Boyer & Corporon Wealth Management, LLC 14.489 -23,45 439 -25,09
2026-05-11 13F Montis Financial, LLC 104.427 -7,79 3.166 -9,70
2026-01-08 13F Occidental Asset Management, LLC 0 -100,00 0
2026-04-20 13F First PREMIER Bank 0 -100,00 0
2026-05-08 13F Reicon Wealth Advisors, Llc 6.875 -21,29 208 -22,96
2026-04-27 13F Wealthstar Advisors, Llc 6.846 -6,60 208 -8,41
2026-04-13 13F Hm Payson & Co 600 -14,29 18 -14,29
2026-05-04 13F/A DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0 -100,00 0
2026-02-17 13F Readystate Asset Management Lp 0 -100,00 0
2026-05-20 13F/A Arete Wealth Advisors, LLC 15.651 -9,25 475
2026-05-11 13F Godfrey Financial Associates, Inc. 6.027 -3,06 183 -5,21
2026-04-15 13F Sage Capital Management, LLC 12.065 -18,77 366 -20,48
2026-05-06 13F Hartland & Co., LLC 8.010 -49,69 243 -50,81
2026-04-29 13F Houlihan Financial Resource Group, Ltd. 109.468 -3,86 3.319 -6,53
2026-04-28 13F Robertson Stephens Wealth Management, LLC 426.435 -4,16 12.930 -6,14
2026-04-23 13F Etesian Wealth Advisors, Inc. 39.313 -1,32 1.192 -3,41
2026-01-27 13F Financial Management Professionals, Inc. 0 -100,00 0
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2026-05-11 13F Haverford Trust Co 30.708 -1,81 931 -3,82
2026-04-22 13F Detalus Advisors, LLC 13.899 -0,79 421 -2,77
2026-05-11 13F Millennium Capital Advisors, LLC 0 -100,00 0
2026-05-07 13F Carl P. Sherr & Co., LLC 0 -100,00 0
2026-05-15 13F/A Tudor Financial Inc. 49.456 -1,02 1.500 -3,04
2026-02-10 13F Greenwich Wealth Management LLC 0 -100,00 0
2026-01-22 13F Northcape Wealth Management, Llc 0 -100,00 0
2026-05-14 13F Capital Fund Management S.a. Call 12.900 -17,83 391 -19,55
2026-04-21 13F North Forty Two & Co. 34.576 -0,14 1.048 -2,24
2026-05-12 13F Tocqueville Asset Management L.p. 0 -100,00 0
2026-05-13 13F O'shaughnessy Asset Management, Llc 320 -16,88 10 -18,18
2026-04-15 13F Signature Estate & Investment Advisors Llc 0 -100,00 0
2026-05-12 13F/A Signature Securities Group Corporation 10.547 -0,11 320 -2,15
2026-05-12 13F Fiera Capital Corp 22.449 -77,95 681 -78,42
2026-04-07 13F Park Avenue Securities Llc 0 -100,00 0
2026-05-05 13F Journey Advisory Group, LLC 0 -100,00 0
2026-04-09 13F Shulman DeMeo Asset Management LLC 110.991 -4,37 3.365 -6,35
2026-05-08 13F Penn Mutual Asset Management, LLC 0 -100,00 0
2026-02-03 13F Channel Wealth Llc 0 -100,00 0
2026-01-21 13F Country Trust Bank 0 -100,00 0
2026-05-14 13F StoneX Group Inc. 25.840 -34,63 783 -35,98
2026-04-08 13F Emergent Wealth Advisors, LLC 14.525 -80,82 440 -81,23
2026-02-03 13F Costello Asset Management, INC 0 -100,00 0
2026-05-15 13F Susquehanna International Group, Llp Call 89.000 -37,72 2.698 -39,01
2026-05-01 13F Compass Financial Services Inc 0 -100,00 0
2026-04-16 13F SG Americas Securities, LLC 0 -100,00 0
2026-05-15 13F Susquehanna International Group, Llp Put 108.400 -16,62 3.287 -18,34
2026-05-15 13F Susquehanna International Group, Llp 558.773 -9,88 16.942 -11,75
2026-05-05 13F Portfolio Strategies, Inc. 12.230 -44,86 371 -46,06
2026-05-11 13F Glaxis Capital Management, LLC 135.300 -33,51 4.102 -34,89
2026-02-09 13F Strategic Financial Concepts, LLC 0 -100,00 0
2026-04-29 13F Montag A & Associates Inc 9.576 -1,44 290 -3,33
2026-05-12 13F Benjamin Edwards Inc 35.908 -41,90 1.089 -43,13
2026-01-21 13F Warner Financial, Inc 0 -100,00 0
2026-02-10 13F Foundations Investment Advisors, LLC 0 -100,00 0
2026-05-15 13F Ameriprise Financial Inc 1.401.664 -3,49 42.506 -6,02
2026-01-29 13F Concurrent Investment Advisors, LLC 108.245 -0,59 3.351 -2,64
2026-05-04 13F Sigma Planning Corp 19.701 -1,23 597 -3,24
2026-05-13 13F Calton & Associates, Inc. 57.196 -0,18 1.734 -2,25
2026-05-05 13F Mount Lucas Management LP 84.540 -12,36 2.563 -14,17
2026-05-15 13F Mission Wealth Management, Lp 9.148 -14,05 277 -15,81
2026-04-07 13F Eastern Bank 0 -100,00 0
2026-05-15 13F Weaver Consulting Group 8.636 -2,79 262 -5,09
2026-04-30 13F Elevated Capital Advisors, LLC 2.583 -5,70 78 -7,14
2026-01-26 13F Quattro Financial Advisors Llc 0 -100,00 0
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-05-15 13F Westwood Holdings Group Inc 18.080 -58,76 548 -59,62
2026-04-16 13F Everstar Asset Management, LLC 17.007 -9,00 516 -10,90
2026-04-24 13F Palouse Capital Management, Inc. 77.496 -8,63 2.350 -10,51
2026-04-09 13F Prota Financial, LLC 0 -100,00 0
2026-05-04 13F King Wealth 31.254 -4,60 1 -100,00
2026-02-06 13F Global Retirement Partners, LLC 125.575 -0,27 3.888 -2,36
2026-04-24 13F Prospect Financial Services LLC 19.863 -27,77 602 -29,26
2026-05-04 13F Procyon Private Wealth Partners, LLC 72.958 -2,79 2.212 -4,78
2026-05-15 13F Glen Eagle Advisors, LLC 8.624 -9,83 261 -11,82
2026-04-08 13F Canandaigua National Trust Co of Florida 22.859 -13,38 693 -15,18
2026-05-14 13F Betterment LLC 0 -100,00 0
2026-05-13 13F Headlands Technologies LLC 23.886 -34,33 724 -35,70
2026-05-15 13F Old Mission Capital Llc 0 -100,00 0
2026-02-13 13F Safeguard Investment Advisory Group, LLC 0 -100,00 0
2026-05-15 13F 1248 Management, LLC 0 -100,00 0
2026-04-20 13F Sowell Financial Services LLC 8.918 -5,86 270 -7,85
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-05-07 13F Argyle Capital Partners, LLC 12.135 -5,82 368 -7,79
2026-05-14 13F HighPoint Advisor Group LLC 6.659 -27,41 202 -29,23
2026-04-10 13F Insight Wealth Strategies, LLC 225.271 -60,83 6.830 -61,64
2026-04-23 13F Global Trust Asset Management, LLC 320 -49,61 10 -52,63
2026-02-25 13F Westshore Wealth, LLC 0 -100,00 0
2026-02-05 13F/A Summit Wealth Group Llc / Co 0 -100,00 0
2026-04-22 13F Apollon Wealth Management, LLC 33.324 -33,53 1.010 -34,92
2026-05-14 13F Hilton Capital Management, LLC 0 -100,00 0
2026-04-15 13F Peoples Bank/KS 81.260 -1,28 2.464 -3,34
2026-04-16 13F Capstone Wealth Management Group LLC 72.844 -3,50 2.209 -5,52
2026-05-12 13F Kovack Advisors, Inc. 36.344 -3,69 1.103 -5,57
2026-05-08 13F Jackson, Grant Investment Advisers, Inc. 130.525 -0,96 3.958 -3,01
2026-05-14 13F Kayne Anderson Rudnick Investment Management Llc 0 -100,00 0
2026-04-14 13F Nbc Securities, Inc. 42.145 -5,14 1.278 -7,13
2026-05-15 13F Armis Advisers, LLC 0 -100,00 0
2026-05-15 13F Richwood Investment Advisors, LLC 19.539 -1,19 592 -4,82
2026-05-15 13F Cypress Capital Group 9.164 -10,06 278 -12,06
2026-05-01 13F Global Assets Advisory, LLC 0 -100,00 0
2026-04-06 13F Sincerus Advisory, LLC 20.784 -1,70 630 -3,67
2026-05-14 13F Mcrae Capital Management Inc 51.671 -8,56 1.567 -10,46
2026-05-11 13F Howard Wealth Management, Llc 31.183 -3,44 945 -5,41
2026-05-12 13F Colonial Trust Co / SC 5.533 -8,09 168 -10,22
2026-05-11 13F Great Valley Advisor Group, Inc. 8.819 -18,91 267 -20,54
2026-05-15 13F Millennium Management Llc 0 -100,00 0
2026-04-10 13F Perigon Wealth Management, LLC 33.467 -4,61 1.015 -6,63
2026-05-13 13F Transcend Wealth Collective, Llc 0 -100,00 0
2026-02-17 13F MGB Wealth Management, LLC 12.773 -1,58 395 -3,66
2026-05-05 13F LOM Asset Management Ltd 26.680 -15,78 809 -17,55
2026-02-17 13F Main Street Financial Solutions, LLC 17.297 -21,11 536 -22,80
2026-02-13 13F Brick & Kyle, Associates 15.586 -5,33 0
2026-05-14 13F Crabel Capital Management, LLC 0 -100,00 0
2026-05-26 13F Summit Financial Wealth Advisors, LLC 676.190 -3,47 20.502 -5,46
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-05-07 13F Harbor Advisory Corp /ma/ 32.731 -11,26 992 -13,06
2026-05-15 13F Inspire Advisors, LLC 10.482 -5,04 318 -7,04
2026-01-22 13F Greenberg Financial Group 239.794 -7,64 7.424 -5,68
2026-04-21 13F Falcon Wealth Planning 33.726 -4,27 1.023 -6,24
2026-05-12 13F Atlantic Union Bankshares Corp 16.168 -42,12 490 -43,29
2026-04-15 13F Seacrest Wealth Management, Llc 16.001 -1,23 485 -4,53
2026-05-12 13F Moneta Group Investment Advisors Llc 6.913 -21,98 210 -23,72
2026-05-15 13F Segall Bryant & Hamill, Llc 0 -100,00 0
2026-04-09 13F TrueWealth Advisors, LLC 10.645 -1,67 323 -3,88
2026-02-13 13F LGT Financial Advisors LLC 0 -100,00 0
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 483.085 -4,55 14.647 -6,53
2026-05-14 13F Ieq Capital, Llc 0 -100,00 0
2026-05-14 13F Northern Trust Corp 13.727 -24,41 416 -25,98
2026-04-28 13F Stratos Wealth Partners, LTD. 485.447 -24,12 14.719 -25,69
2026-05-04 13F Calamos Wealth Management LLC 27.048 -15,45 820 -17,17
2026-05-08 13F Fortis Group Advisors, LLC 46.044 -0,95 1.447 -1,77
2026-05-14 13F Allworth Financial LP 92.140 -2,78 2.794 -4,81
2026-01-23 13F TFC Financial Management 0 -100,00 0
2026-04-27 13F PFG Investments, LLC 32.573 -12,82 988 -14,62
2026-05-13 13F Old North State Trust, LLC 0 -100,00 0
2026-02-10 13F Root Financial Partners, LLC 0 -100,00 0
2026-04-08 13F FOCUS Wealth Advisors, LLC 70.619 -3,74 2.141 -5,72
2026-05-15 13F RMB Capital Management, LLC 57.310 -14,19 1.738 -15,97
2026-05-12 13F Laurel Wealth Advisors LLC 7.090 -2,74 225 -0,44
2026-05-08 13F McAdam, LLC 24.431 -5,70 741 -7,73
2026-04-29 13F First Interstate Bank 2.899.087 -0,25 87.900 -2,31
2026-04-08 13F First Heartland Consultants, Inc. 11.757 -2,58 356 -4,56
2026-04-15 13F Wright Fund Managment, LLC 0 -100,00 0
2026-04-14 13F FC Advisory LLC 46.213 -1,16 1.401 -3,18
2026-05-08 13F HFG Advisors, Inc. 55.394 -3,45 1.680 -5,46
2026-02-17 13F SageView Advisory Group, LLC 30.630 -43,28 948 -44,46
2026-05-15 13F Advisory Services Network, LLC 54.287 -2,70 1.646 -4,75
2026-05-13 13F NewEdge Wealth, LLC 13.866 -18,60 420 -20,30
2026-05-07 13F Wulff, Hansen & Co. 11.025 -6,57 334 -8,49
2026-01-12 13F Auour Investments LLC 0 -100,00 0
2026-05-13 13F Brinker Capital Investments, LLC 0 -100,00 0
2026-05-05 13F Plante Moran Financial Advisors, LLC 0 -100,00 0
2026-02-17 13F Snowden Capital Advisors LLC 30.261 -21,38 937 -23,09
2026-04-29 13F American Capital Advisory, LLC 0 -100,00 0
2026-04-21 13F Pinnacle Associates Ltd 41.923 -5,01 1.271 -6,95
2026-05-12 13F Ames National Corp 9.400 -19,14 285 -20,61
2026-04-07 13F City Center Advisors, LLC 0 -100,00 0
2026-04-13 13F Allen Mooney & Barnes Investment Advisors LLC 15.919 -0,57 483 -2,63
2026-05-07 13F Johnson Financial Group, Inc. 5.555 -12,59 168 -14,29
2026-04-29 13F Burney Co/ 7.991 -25,33 242 -26,89
2026-02-02 13F Sachetta, LLC 0 -100,00 0
2026-05-01 13F CMG Global Holdings, LLC 33.744 -1,32 1.023 -4,84
2026-04-29 13F Greenwood Capital Associates Llc 63.760 -0,87 1.933 -2,91
2026-04-22 13F Caldwell Trust Co 26.887 -0,19 815 -2,16
2026-05-15 13F Alliancebernstein L.p. 182.404 -1,65 5.647 -1,64
2026-05-14 13F Capital Fund Management S.a. 23.344 -2,10 708 -4,20
2026-04-08 13F Parkside Investments, LLC 271.161 -41,57 8.222 -42,77
2026-02-10 13F/A Evolution Wealth Management Inc. 0 -100,00 0
2026-04-23 13F PayPay Securities Corp 51 -19,05 2 0,00
2026-05-11 13F Integrity Alliance, Llc. 15.381 -2,80 466 -4,70
2026-05-15 13F CI Private Wealth, LLC 276.559 -18,35 8.346 -20,45
2026-02-11 13F Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0 -100,00 0
2026-05-11 13F WFA of San Diego, LLC 2.270 -5,65 69 -8,11
2026-04-29 13F Penobscot Investment Management Company, Inc. 21.450 -5,30 650 -7,28
2026-04-20 13F C2C Wealth Management, LLC 7.118 -6,26 216 -8,51
2026-05-04 13F Providence First Trust Co 44.179 -14,27 1.340 -16,05
2026-01-08 13F PMV Capital Advisers, LLC 0 -100,00 0
2026-04-17 13F Brave Asset Management Inc 29.399 -37,67 891 -38,97
2026-04-30 13F Indivisible Partners 9.693 -15,84 294 -17,70
2026-04-09 13F Aletheian Wealth Advisors LLC 100.372 -4,33 3.043 -8,26
2026-05-04 13F Mml Investors Services, Llc 496.990 -12,02 15.069 -13,84
2026-05-15 13F Mercer Global Advisors Inc /adv 364.904 -11,19 11.064 -13,03
2026-05-11 13F Aptus Capital Advisors, LLC 3.806 -19,57 115 -21,23
2026-04-16 13F Vaughan Nelson Investment Management, L.p. 0 -100,00 0
2026-05-07 13F Capital Performance Advisors Llp 0 -100,00 0 -100,00
2026-05-14 13F Traynor Capital Management, Inc. 17.215 -22,77 519 -24,93
2026-04-21 13F HCR Wealth Advisors 28.769 -15,40 872 -17,11
2026-05-14 13F Raymond James Financial Inc 2.158.308 -33,22 65.440 -34,60
2026-05-14 13F Insight Wealth Partners, LLC 7.035 -23,42 213 -25,00
2026-04-15 13F Cypress Wealth Services, LLC 141.280 -1,20 4.284 -3,25
2026-04-30 13F Financial Freedom, LLC 0 -100,00 0
2026-01-22 13F FSC Wealth Advisors, LLC 0 -100,00 0
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100,00 0 -100,00
2026-01-26 13F Liberty Capital Management, Inc. 100.030 -0,12 3.097 -2,21
2026-04-06 13F CX Institutional 2.274 -47,93 0
2026-04-13 13F St Germain D J Co Inc 66.436 -2,17 2.014 -4,19
2026-05-13 13F WealthCollab, LLC 0 -100,00 0
2026-05-14 13F Quattro Advisors LLC 0 -100,00 0
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 2.616 -5,80 79 -7,06
2026-02-13 13F National Bank Of Canada /fi/ 0 -100,00 0
2026-04-08 13F Accel Wealth Management 34.067 -0,39 1.033 -2,46
2026-05-06 13F Deutsche Bank Ag\ 584.595 -1,36 17.725 -3,40
2026-05-11 13F Wells Fargo & Company/mn 9.476.370 -0,16 287.324 -2,22
2026-05-08 13F Grand Wealth Management, Llc 0 -100,00 0
2026-05-15 13F Brooks, Moore & Associates, Inc. 0 -100,00 0
2026-05-15 13F Hancock Whitney Corp 0 -100,00 0
2026-04-02 13F Silverleafe Capital Partners, LLC 6.670 -4,07 202 -6,05
2026-04-22 13F Arcadia Investment Management Corp/mi 0 -100,00 0
2026-04-08 13F Sandbox Financial Partners, LLC 0 -100,00 0
2026-02-13 13F 17 Capital Partners, Llc 0 -100,00 0
2026-02-02 13F Guardian Wealth Advisors, LLC 0 -100,00 0
2026-05-08 13F Moors & Cabot, Inc. 20.687 -10,17 627 -11,94
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-05-01 13F Wealthspire Advisors, LLC 19.980 -0,95 606 -3,04
2026-04-23 13F Wendell David Associates Inc 63.062 -0,16 2 0,00
2026-05-01 13F Sawgrass Asset Management Llc 10.049 -5,94 305 -7,88
2026-04-22 13F Wealth Advisory Solutions, LLC 112.652 -12,51 3.416 -14,33
2026-05-01 13F Advisors Management Group Inc /adv 8.100 -20,93 0
2026-04-10 13F MKT Advisors LLC 7.650 -12,07 233 -14,34
2026-04-28 13F Westfuller Advisors, LLC 10.199 -3,56 309 -5,50
2026-02-10 13F ESL Trust Services, LLC 0 -100,00 0
2026-04-30 13F GFS Advisors, LLC 0 -100,00 0
2026-05-07 13F Northwestern Mutual Wealth Management Co 1.042.474 -0,22 31.608 -2,28
2026-05-04 13F Entelevest, LLC 8.933 -42,65 271 -43,98
2026-05-15 13F Brasada Capital Management, Lp 0 -100,00 0
2026-04-23 13F Oppenheimer & Co Inc 151.890 -8,32 4.605 -10,22
2026-05-04 13F AMG National Trust Bank 299.020 -0,17 9.066 -2,23
2026-04-28 13F FUKOKU MUTUAL LIFE INSURANCE Co 955.500 -2,21 28.971 -4,23
2026-04-21 13F Kane Co Wealth Management, Inc. 26.103 -2,61 791 -4,58
2026-04-23 13F Atlas Private Wealth Advisors 49.917 -2,92 1.513 -4,90
2026-01-28 13F Campbell Capital Management Inc 0 -100,00 0
2026-02-09 13F Westover Capital Advisors, LLC 0 -100,00 0
2026-04-08 13F High Point Wealth Management, LLC 4.671 -51,13 142 -52,20
2026-02-13 13F Barclays Plc 0 -100,00 0
2026-04-08 13F Afg Fiduciary Services Limited Partnership 11.005 -1,25 336 -3,74
2026-04-20 13F Kfg Wealth Management, Llc 0 -100,00 0
2026-05-15 13F Safe Harbor Fiduciary, LLC 0 -100,00 0
2026-04-27 13F Latitude Advisors, LLC 0 -100,00 0
2026-04-27 13F Nvwm, Llc 4.466 -0,56 135 -2,88
2026-04-29 13F/A Salem Investment Counselors Inc 9.264 -2,11 281 -4,44
2026-04-20 13F Provenance Wealth Advisors, LLC 17.103 -48,44 519 -49,51
2026-05-16 13F Sunbelt Securities, Inc. 26.018 -5,32 789 -7,29
2026-04-15 13F LongView Wealth Management 22.495 -10,55 703 -11,70
2026-04-15 13F Atwood & Palmer Inc 500 -7,41 15 -6,25
2026-04-28 13F Interactive Financial Advisors 6.718 -3,48 204 -5,58
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 31.349 -0,27 951 -2,36
2026-05-05 13F Frisch Financial Group, Inc. 0 -100,00 0
2026-05-06 13F Sound View Wealth Advisors Group, LLC 54.904 -5,82 1.665 -7,76
2026-05-14 13F Renaissance Technologies Llc 0 -100,00 0
2026-05-12 13F CIBC Bancorp USA Inc. 120.375 -11,82 3.628 -15,96
2026-01-22 13F Sterneck Capital Management, LLC 0 -100,00 0
2026-01-29 13F RMR Wealth Builders 0 -100,00 0
2026-02-17 13F Balyasny Asset Management Llc Put 0 -100,00 0
2026-05-05 13F PFG Advisors 35.699 -0,55 1.082 -2,61
2026-04-27 13F Sound Income Strategies, LLC 8.606 -13,18 261 -17,14
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-05-07 13F Dakota Wealth Management 833.086 -10,90 25.259 -12,74
2026-05-14 13F Capital Analysts, Inc. 594 -33,56 0
2026-01-21 13F South Shore Capital Advisors 0 -100,00 0
2026-04-08 13F NorthCrest Asset Manangement, LLC 38.131 -38,24 1.160 -40,02
2026-04-22 13F Mindset Wealth Management, Llc 0 -100,00 0
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 13.701 -8,46 415 -10,37
2026-05-14 13F Brown Brothers Harriman & Co 1.050 -97,65 32 -97,76
2026-05-11 13F Ashton Thomas Private Wealth, LLC 77.069 -7,61 2.337 -9,53
2026-05-04 13F LJI Wealth Management, LLC 11.020 -15,03 334 -16,71
2026-05-07 13F New Insight Wealth Advisors 0 -100,00 0
2026-04-29 13F Sagace Wealth Management LLC 127.339 -11,78 3.861 -13,61
2026-04-17 13F CENTRAL TRUST Co 7.860 -26,95 238 -28,53
2026-04-06 13F Rosenberg Matthew Hamilton 32.734 -0,32 992 -2,36
2026-04-20 13F Courier Capital Llc 83.384 -11,05 2.528 -12,89
2026-01-13 13F Bank & Trust Co 0 -100,00 0
2026-04-28 13F SBI Securities Co., Ltd. 423.491 -0,57 12.840 -2,62
2026-04-14 13F Invenio Wealth Partners Llc 33.545 -11,20 1.017 -13,00
2026-05-14 13F Van Hulzen Asset Management, LLC 11.830 -16,32 359 -18,08
2026-02-06 13F Keudell/Morrison Wealth Management 0 -100,00 0
2026-05-14 13F Financial Engines Advisors L.L.C. 9.616 -22,91 292 -24,61
2026-05-14 13F Lbmc Investment Advisors, Llc 7.816 -28,98 237 -30,59
2026-02-04 13F/A Nwam Llc 0 -100,00 0 -100,00
2026-04-21 13F HF Advisory Group, LLC 6.721 -9,88 204 -11,74
2026-05-15 13F Cohen & Steers, Inc. 56.940 -93,70 2 -96,30
2026-02-13 13F Brown Advisory Inc 0 -100,00 0
2026-04-27 13F Truist Financial Corp 1.714.585 -5,92 51.986 -7,86
2026-05-12 13F Advyzon Investment Management, LLC 25.370 -7,81 769 -9,64
2026-04-08 13F Ehrlich Financial Group 18.872 -2,71 572 -4,67
2026-02-03 13F CGC Financial Services, LLC 0 -100,00 0
2026-05-08 13F Bokf, Na 6.875 -38,14 208 -39,53
2026-02-13 13F Alerus Financial Na 0 -100,00 0
2026-04-14 13F Focus Financial Network, Inc. 35.850 -13,04 1.087 -14,89
2026-05-15 13F New England Asset Management Inc 0 -100,00 0
2026-05-15 13F TRUE Private Wealth Advisors 46.867 -15,27 1.421 -17,00
2026-05-07 13F Grandview Asset Management LLC 24.141 -19,65 732 -21,40
2026-02-06 13F Evoke Wealth, Llc 0 -100,00 0
2026-05-07 13F Carson Advisory Inc. 48.350 -3,59 1.466 -5,61
2026-04-15 13F Norden Group Llc 8.650 -2,14 262 -4,03
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