Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în ALPS ETF Trust - Alerian MLP ETF includ TIAA Wealth Investment Management LLC, Tiaa-cref Individual & Institutional Services, Llc, Legacy Financial Independent Advisors Llc, Ardsley Advisory Partners Lp, Prota Financial, LLC, Aventail Capital Group, LP, Surience Private Wealth Llc, Capital Advisors Wealth Management, LLC, Foundations Investment Advisors, LLC, TCFG Investment Advisors, LLC, Icapital Wealth Llc, Everest Financial Group LLC, Genesis Financial Group, LLC, Fortress Financial Solutions, LLC, AMG National Trust Bank, Consolidated Capital Management, Llc, Helen Stephens Group, LLC, Innovative Asset Advisors Group, LLC, Simplicity Wealth,LLC, și First Western Trust Bank .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 45.500 | 13,75 | 2.395 | 27,39 | |||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 14.878 | 1,98 | 783 | 14,31 | ||||
| 2026-04-27 | 13F | Forte Asset Management Llc | 59.602 | 2,56 | 3.137 | 14,82 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 20.211 | 25,22 | 1.064 | 40,24 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 32.687 | 5,17 | 2 | 0,00 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 9.779 | 0,28 | 515 | 12,23 | ||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 1.000 | 53 | ||||||
| 2026-05-05 | 13F | Rockport Wealth LLC | 12.934 | 129,49 | 681 | 156,60 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 7.041 | 421,94 | 371 | 487,30 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 247 | 8,81 | 13 | 30,00 | ||||
| 2026-04-27 | 13F | Ergawealth Advisors, Inc. | 8.954 | 2,79 | 471 | 15,16 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 882.651 | 6,84 | 46.463 | 19,61 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 47.415 | 17,36 | 2.496 | 31,38 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 6.218 | 327 | ||||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 25.907 | 4,50 | 1.364 | 17,00 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 88.436 | 6,69 | 4.655 | 19,45 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 247.302 | 55,71 | 13.018 | 74,33 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 4.442 | 234 | ||||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 7.992 | 421 | ||||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 159.937 | 8.419 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 3.195.287 | 3,67 | 168.200 | 16,06 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 115.759 | 2,69 | 6.094 | 14,96 | ||||
| 2026-04-08 | 13F | Dover Advisors, Llc | 10.726 | 14,50 | 565 | 28,18 | ||||
| 2026-04-20 | 13F | Surience Private Wealth Llc | 79.809 | 4.201 | ||||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 245.708 | 1,49 | 12.934 | 13,62 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 40.694 | 13,44 | 2.142 | 27,05 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 263 | 0,38 | 14 | 8,33 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 24.633 | 224,89 | 1.297 | 264,04 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 183.167 | 9.591 | ||||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 2.064 | 109 | ||||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 4.029 | 212 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 1.041 | 6,66 | 0 | |||||
| 2026-05-13 | 13F | Invst, LLC | 21.016 | 9,21 | 1.106 | 22,35 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 2.090 | 98 | ||||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 18.974 | 8,46 | 999 | 21,41 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 29.591 | 2,74 | 1.558 | 14,99 | ||||
| 2026-04-16 | 13F | First Merchants Corp | 20.987 | 0,48 | 1.105 | 12,42 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 32.269 | 2,93 | 1.690 | 14,65 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 14.010 | 1,28 | 737 | 13,38 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 26.416 | 0,85 | 1.391 | 12,10 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 6.786 | 0,22 | 357 | 12,26 | ||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 37.609 | 25,55 | 1.980 | 40,55 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 114.160 | 81,84 | 5.650 | 91,43 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 45.705 | 16,24 | 2.406 | 30,14 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 19.244 | 1,37 | 1.013 | 13,57 | ||||
| 2026-05-15 | 13F | Westbourne Investments, Inc. | 9.128 | 12,69 | 480 | 26,32 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Put | 9.700 | 125,58 | 511 | 152,48 | |||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Call | 144.900 | 112,78 | 7.628 | 138,19 | |||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 62.393 | 53,72 | 3.284 | 72,12 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1.024.383 | 2,10 | 53.924 | 14,30 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 27.677 | 0,75 | 1.457 | 12,78 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 3.689 | 147,58 | 194 | 177,14 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 9.365 | 1,94 | 493 | 14,15 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 74.791 | 3,06 | 3.937 | 15,36 | ||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 6.190 | 326 | ||||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 35.629 | 166,62 | 1.876 | 191,60 | ||||
| 2026-04-28 | 13F | Cushing Asset Management, Lp | Put | 100.000 | 5.264 | |||||
| 2026-05-15 | 13F | Shepherd Kaplan Krochuk, Llc | 9.562 | 1,69 | 503 | 13,80 | ||||
| 2026-05-12 | 13F | Wakefield Asset Management LLLP | 27.691 | 2,01 | 1.458 | 14,18 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 47.272 | 26,55 | 2.462 | 40,21 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 10.858 | 0,72 | 572 | 12,85 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 52.213 | 1,85 | 2.748 | 14,02 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 67.325 | 23,61 | 3.544 | 38,40 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 70.282 | 12,40 | 3.700 | 25,82 | ||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 83.887 | 16,52 | 4.416 | 30,43 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 8.000 | 421 | ||||||
| 2026-05-15 | 13F | Aventail Capital Group, LP | 94.366 | 4.967 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 94.936 | 17,49 | 4.997 | 31,53 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 28.218 | 9,11 | 1.485 | 22,12 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 17.171 | 1,66 | 904 | 13,73 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 42.155 | 26,45 | 2.219 | 41,61 | ||||
| 2026-05-15 | 13F | Stansberry Asset Management, Llc | 231.837 | 208,81 | 12.204 | 245,79 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 34.258 | 7,34 | 1.803 | 180.200,00 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 30.272 | 14,86 | 1.594 | 28,57 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 4.994 | 163,67 | 263 | 194,38 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 59.646 | 310,39 | 3.140 | 359,59 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 48.792 | 27,55 | 2.538 | 28,31 | ||||
| 2026-04-30 | 13F | Beirne Wealth Consulting Services, LLC | 24.443 | 0,53 | 1.287 | 12,51 | ||||
| 2026-05-15 | 13F | Ardsley Advisory Partners Lp | 200.000 | 10.528 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 102.016 | 19,06 | 5.370 | 33,28 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 4.027 | 265,43 | 212 | 313,73 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 60.530 | 43,49 | 3.186 | 60,67 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 10.225 | 0,32 | 538 | 12,32 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 24.740 | 211,55 | 1.163 | 212,63 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 15.399 | 811 | ||||||
| 2026-04-21 | 13F | Wealth Effects Llc | 10.755 | 35,03 | 566 | 51,34 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 73.190 | 62,99 | 3.853 | 82,47 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 5.991 | 315 | ||||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 52.933 | 8,62 | 2.786 | 21,61 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 292.167 | 6,26 | 15.380 | 18,96 | ||||
| 2026-05-08 | 13F | Cura Wealth Advisors, Llc | 42.850 | 0,06 | 2.256 | 12,02 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 4.513 | 1,32 | 238 | 13,40 | ||||
| 2026-05-04 | 13F | Nwam Llc | 157.549 | 0,94 | 8.293 | 11,71 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 1.345.764 | 12,30 | 70.841 | 25,73 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 3.842 | 202 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5.459 | 11,23 | 287 | 24,78 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 25.335 | 182,85 | 1.334 | 216,63 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 19.688 | 8,06 | 1.036 | 21,03 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 566 | 466,00 | 30 | 625,00 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 7.648 | 41,47 | 403 | 58,27 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 4.298 | 228 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 179.130 | 10,40 | 9.429 | 23,59 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 272.698 | 1,63 | 14.355 | 13,77 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 40 | 2 | ||||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 26.271 | 1.399 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 41.198 | 17,86 | 2.169 | 31,95 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 4.118 | 217 | ||||||
| 2026-04-30 | 13F | Left Brain Wealth Management, LLC | 154.731 | 5,29 | 8.145 | 17,87 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.395 | 36,23 | 73 | 52,08 | ||||
| 2026-04-10 | 13F | Lake Hills Wealth Management, LLC | 127.734 | 18,06 | 6.724 | 32,16 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 4.036 | 212 | ||||||
| 2026-05-07 | 13F | Insight 2811, Inc. | 4.247 | 224 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 800 | 42 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1.634.533 | 15,97 | 86.042 | 29,83 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 89.629 | 9,86 | 4.718 | 22,99 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 4.757 | 224 | ||||||
| 2026-04-22 | 13F | HFG Wealth Management, LLC | 35.049 | 0,65 | 1.845 | 12,65 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 391 | 11,11 | ||||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 6.900 | 2,99 | 363 | 15,24 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 410.468 | 5,92 | 21.607 | 18,58 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 40.244 | 0,34 | 2.118 | 12,36 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 181 | 34,07 | 10 | 50,00 | ||||
| 2026-04-14 | 13F | Meadowbrook Wealth Management, LLC | 11.633 | 44,82 | 612 | 62,33 | ||||
| 2026-04-29 | 13F | SAM Advisors, LLC | 66.159 | 2,24 | 3.483 | 14,46 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 1.857 | 30,41 | 98 | 46,97 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 1.825 | 0,16 | 96 | 12,94 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 700 | 600,00 | 37 | 800,00 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 3.145 | 166 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 189.901 | 14,69 | 9.996 | 140,17 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 8.569 | 2,50 | 451 | 14,76 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 65 | 3 | ||||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 64.079 | 1,38 | 3.373 | 13,53 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.942 | 102 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co | 3.226 | 1,80 | 169 | 13,51 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 22.300 | 1.174 | ||||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 4.018 | 212 | ||||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 106.520 | 76,63 | 5.607 | 97,78 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 10.705 | 127,52 | 537 | 142,99 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 107.732 | 52,41 | 5.671 | 70,66 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 9.893 | 521 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 797.815 | 166,84 | 42 | 192,86 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 7.139 | 10,70 | 376 | 23,76 | ||||
| 2026-01-29 | 13F | Comerica Bank | 113.357 | 1,51 | 5.330 | 1,72 | ||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 97.756 | 5.146 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 21.048 | 9,55 | 1.108 | 22,59 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 4.784 | 252 | ||||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 5.108 | 0,57 | 269 | 12,61 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 171 | 9 | ||||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 9.993 | 11,12 | 526 | 24,64 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 5.398 | 5,62 | 284 | 18,33 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 425 | 240,00 | 23 | 340,00 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 149.445 | 28,28 | 7.867 | 43,62 | ||||
| 2026-05-14 | 13F | Capital Fund Management S.a. | 32.700 | 1.721 | ||||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 14.250 | 3,64 | 750 | 16,10 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 11.551 | 16,15 | 608 | |||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 52.482 | 0,89 | 2.763 | 12,92 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 8.336 | 0,05 | 439 | 12,02 | ||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 4.697 | 0,75 | 247 | 12,79 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 20.653 | 314,14 | 1.087 | 364,53 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 37.402 | 50,78 | 2 | 0,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 102.527 | 6,64 | 5.397 | 19,40 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 59.243 | 3,22 | 3.119 | 15,57 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 25.725 | 0,93 | 1.354 | 13,02 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 6.053 | 0,08 | 319 | 11,97 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 200.160 | 10,64 | 10.536 | 23,87 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 13.841 | 1,98 | 729 | 14,11 | ||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 5.680 | 5,01 | 299 | 17,72 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 88.267 | 37,93 | 4.647 | 54,44 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 200.040 | 10,10 | 10.530 | 23,27 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 7.301 | 19,16 | 384 | 33,33 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 14.351 | 5,71 | 755 | 18,34 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 18.499 | 10,36 | 974 | 23,48 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 36.893 | 90,07 | 1.942 | 112,94 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 151.544 | 10,32 | 7.977 | 23,50 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 24.049 | 9,09 | 1.266 | 22,10 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 17.084 | 8,80 | 899 | 21,82 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 13.535 | 712 | ||||||
| 2026-05-05 | 13F | Legacy Financial Independent Advisors Llc | 242.427 | 12.761 | ||||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 51.633 | 0,34 | 2.718 | 12,32 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 602.832 | 32.107 | ||||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 8.071 | 0,89 | 425 | 12,77 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5.402 | 284 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 549.908 | 10,65 | 29 | 21,74 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 19.742 | 1.039 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 30.245 | 0,11 | 2 | 0,00 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 9.825 | 4,96 | 517 | 17,50 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 19.171 | 15,69 | 1.009 | 29,53 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 7.489 | 394 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 633 | 30 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 72.552 | 9,51 | 3.819 | 22,60 | ||||
| 2026-05-15 | 13F | Intesa Sanpaolo Wealth Management | 1.874 | 99 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 6.280 | 4,53 | 331 | 17,02 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 4.049 | 213 | ||||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 7.860 | 1,72 | 414 | 13,77 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 18.637 | 2,47 | 981 | 14,74 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 15.462 | 0,74 | 814 | |||||
| 2026-05-15 | 13F | J. Goldman & Co LP | 62.496 | 684,73 | 3.290 | 779,41 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 2.309 | 1,27 | 122 | 13,08 | ||||
| 2026-05-04 | 13F | WP Advisors, LLC | 29.358 | 1.545 | ||||||
| 2026-05-08 | 13F | Walleye Trading LLC | Call | 43.200 | 396,55 | 2.274 | 455,99 | |||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 24.916 | 1,98 | 1.312 | 14,20 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 10.080 | 531 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 109.117 | 0,17 | 5.744 | 12,12 | ||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 115.291 | 315,03 | 6.069 | 365,69 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1.953 | 24,39 | 103 | 39,73 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 124.485 | 6.553 | ||||||
| 2026-04-16 | 13F | Evexia Wealth Llc | 38.210 | 10,19 | 1.989 | 16,79 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 5.594 | 294 | ||||||
| 2026-05-04 | 13F | Element Wealth, LLC | 125.561 | 7,33 | 6.610 | 20,16 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 46.728 | 2.460 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 91.654 | 8,47 | 4.825 | 21,42 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 5.774 | 4,85 | 304 | 17,44 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 14.071 | 2,96 | 741 | 15,26 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 6.546 | 345 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 16.858 | 9,68 | 887 | 22,85 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 139.938 | 9,75 | 6.404 | 6,81 | ||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 12.091 | 8,18 | 637 | 21,14 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 1.522 | 32,35 | 80 | 48,15 | ||||
| 2026-04-23 | 13F | Ferguson Shapiro LLC | 11.950 | 629 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 98.238 | 26,92 | 5.171 | 42,10 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 33.114 | 19,31 | 1.743 | 33,56 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 43.528 | 5,07 | 2.291 | 17,67 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 30.410 | 1.601 | ||||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 88.197 | 133,88 | 5 | 300,00 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 36.016 | 12,32 | 1.896 | 25,75 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 784.184 | 4,19 | 41.280 | 16,65 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 4.044 | 213 | ||||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 96.319 | 28,52 | 5.070 | 43,91 | ||||
| 2026-05-07 | 13F | Bard Associates Inc | 172.682 | 0,09 | 9.090 | 12,06 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 4.152 | 213 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 12.760 | 690 | ||||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 72.508 | 0,11 | 3.817 | 12,07 | ||||
| 2026-05-01 | 13F | Northcape Wealth Management, Llc | 4.170 | 220 | ||||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 20.774 | 0,48 | 1.094 | 12,45 | ||||
| 2026-04-23 | 13F | Summer Road Llc | 1.524 | 0,33 | 80 | 12,68 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2.458 | 0,86 | 129 | 13,16 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 250 | 0 | ||||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 46.525 | 4,37 | 2.449 | 16,90 | ||||
| 2026-04-22 | 13F | Rainey & Randall Investment Management Inc. | 4.440 | 1,98 | 234 | 14,22 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 71.541 | 9,39 | 3.766 | 22,44 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 49 | 3 | ||||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 350 | 18 | ||||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 15.861 | 155,91 | 835 | 186,60 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 72.974 | 60,34 | 3.841 | 79,57 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 33.350 | 88,79 | 1.756 | 111,45 | ||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 31.281 | 17,02 | 1.647 | 31,05 | ||||
| 2026-05-06 | 13F | AXS Investments LLC | 45.187 | 35,62 | 2.379 | 51,85 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 10.729 | 565 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 5.225 | 364,44 | 273 | 425,00 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 36.713 | 138,54 | 1.933 | 167,22 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 9.500 | 26,67 | 500 | 42,05 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 20.353 | 47,06 | 1.064 | 53,61 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 195.658 | 11,19 | 10.299 | 24,47 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 65 | 25,00 | 3 | 50,00 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 19.601 | 5,75 | 1.032 | 18,37 | ||||
| 2026-05-13 | 13F | Ingalls & Snyder Llc | 53.298 | 9,78 | 3 | 0,00 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 17.907 | 9,77 | 943 | 22,82 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 333.012 | 2,99 | 17.530 | 15,29 | ||||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 44.069 | 8,51 | 2.320 | 21,48 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 4.920 | 259 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 44 | 2 | ||||||
| 2026-05-11 | 13F | Stillwater Wealth Management Group | 28.210 | 98,17 | 1.485 | 121,82 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 294.319 | 14,42 | 15.493 | 28,09 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 25.101 | 11.520,83 | 1.321 | 13.110,00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 35.876 | 9,46 | 1.888 | 22,52 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 3.934 | 207 | ||||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 5.577 | 5,19 | 294 | 17,67 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 763.542 | 9,41 | 35.902 | 112.090,63 | ||||
| 2026-05-07 | 13F | Bingham Private Wealth, Llc | 4.000 | 211 | ||||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 5.714 | 2,62 | 301 | 14,94 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 88.647 | 2,43 | 4.666 | 14,67 | ||||
| 2026-05-04 | 13F | Fortress Financial Solutions, LLC | 18.606 | 979 | ||||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 4.099 | 216 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 58 | 3 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 61.954 | 9,77 | 3.261 | 22,92 | ||||
| 2026-04-24 | 13F | United Community Bank | 460 | 24 | ||||||
| 2026-04-29 | 13F | Red Crane Wealth Management, Llc | 12.248 | 0,78 | 645 | 12,78 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 22.923 | 3,87 | 1.207 | 16,30 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 286.205 | 28,37 | 15.066 | 43,71 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 278.583 | 122,29 | 14.575 | 147,37 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 27.049 | 6,88 | 1.424 | 19,68 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 33.612 | 229,82 | 1.769 | 269,31 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 169.630 | 2,79 | 8.929 | 15,08 | ||||
| 2026-05-15 | 13F | Df Dent & Co Inc | 3.809 | 201 | ||||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 74.881 | 2,30 | 3.942 | 14,53 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 7.517.252 | 6,67 | 395.708 | 19,42 | ||||
| 2026-04-09 | 13F | Prota Financial, LLC | 98.681 | 5.195 | ||||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 8.805 | 463 | ||||||
| 2026-05-05 | 13F | Total Wealth Planning & Management, Inc. | 25.315 | 13,88 | 1.333 | 27,46 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 33.678 | 16,55 | 1.773 | 30,49 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 6.079 | 3,40 | 320 | 14,75 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 8.429 | 1,18 | 433 | 6,14 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 42.768 | 2.251 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 37.309 | 23,60 | 1.964 | 38,34 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 35.103 | 22,45 | 1.848 | 37,12 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 247.800 | 0,12 | 13.044 | 12,09 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management Group LLC | 39.614 | 5,19 | 2.085 | 17,80 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 35.295 | 82,21 | 1.858 | 104,07 | ||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 5.014 | 1,05 | 264 | 12,88 | ||||
| 2026-05-08 | 13F | Indie Asset Partners, LLC | 17.950 | 2,87 | 945 | 15,12 | ||||
| 2026-04-09 | 13F | Herbst Group, Llc | 79.972 | 43,01 | 4.210 | 60,10 | ||||
| 2026-05-14 | 13F | Rhodes Investment Advisors Inc /adv | 37.685 | 1,82 | 1.984 | 13,97 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 200 | 11 | ||||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 5.544 | 2,29 | 261 | 13,04 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 5.734 | 7,38 | 296 | 12,55 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 66.597 | 170,09 | 3.506 | 202,42 | ||||
| 2026-05-14 | 13F | Wills Financial Group LLC | 75.773 | 4,72 | 4.029 | 18,40 | ||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 4.647 | 1,97 | 0 | |||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 41.168 | 2.167 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 34.519 | 0,87 | 1.817 | 12,93 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 15.835.961 | 9,75 | 833.605 | 22,87 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 62.552 | 35,58 | 3.293 | 51,78 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 525.634 | 6,83 | 27.669 | 19,60 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 14.884 | 4,41 | 783 | 16,87 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 5.415 | 1,27 | 285 | 13,55 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 120.554 | 3.787,58 | 6.346 | 4.275,86 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 24.870 | 2,54 | 1.309 | 14,82 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 76 | 4 | ||||||
| 2026-05-11 | 13F | McGowan Group Asset Management, Inc. | 16.265 | 1,28 | 856 | 13,38 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 8.091 | 1,29 | 426 | 13,33 | ||||
| 2026-05-04 | 13F | 5th Street Advisors, LLC | 135.983 | 20,71 | 7.158 | 35,16 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 1.911 | 101 | ||||||
| 2026-05-01 | 13F | Ball & Co Wealth Management Inc. | 151.234 | 3,37 | 8 | 16,67 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 600 | 32 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 1.626 | 1,56 | 81 | 10,96 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 8.621 | 454 | ||||||
| 2026-04-07 | 13F | G&S Capital LLC | 72.468 | 0,54 | 3.815 | 12,54 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 34.238 | 1.802 | ||||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 5.846 | 308 | ||||||
| 2026-05-14 | 13F | Elgethun Capital Management | 189.327 | 0,40 | 9.966 | 12,41 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 10.492 | 1,73 | 552 | 14,05 | ||||
| 2025-12-16 | 13F | Lindenwold Advisors | 6.998 | 328 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 20.467 | 0,24 | 1.077 | 12,19 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 2.172 | 1,97 | 114 | 14,00 | ||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 20.888 | 0,54 | 1.100 | 12,60 | ||||
| 2026-05-07 | 13F | Ridgepath Capital Management LLC | 4.000 | 211 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2.637.986 | 2,85 | 138.864 | 15,14 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 275.660 | 931,78 | 14.682 | 1.068,87 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 64.370 | 23,75 | 3.388 | 38,57 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 4.050 | 213 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 47.486 | 56,46 | 2.500 | 75,49 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 9.491 | 64,26 | 500 | 84,13 | ||||
| 2026-05-15 | 13F | Real Talk Capital, LLC | 22.455 | 36,66 | 1.182 | 53,11 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 42.715 | 1,83 | 2.198 | 5,67 | ||||
| 2026-04-21 | 13F | J2 Capital Management Inc | 11.621 | 117,30 | 612 | 143,43 | ||||
| 2026-05-12 | 13F | Prosperity Bancshares Inc | 1.081 | 57 | ||||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 3.883 | 204 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 54.709 | 126,64 | 2.880 | 153,66 | ||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 4.916 | 259 | ||||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 7.594 | 0,50 | 400 | 12,39 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 41.147 | 95,68 | 2.166 | 119,13 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 101.354 | 18,85 | 5.335 | 33,08 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 7.059 | 372 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 15.203 | 800 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 22.300 | 100,00 | 1.174 | 123,85 | ||||
| 2026-04-29 | 13F | Invested Advisors | 3.832 | 202 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 122 | 1,67 | 6 | 20,00 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 34.736 | 1,33 | 1.829 | 13,47 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 286.518 | 1,54 | 15.082 | 13,68 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 32.655 | 43,01 | 1.730 | 47,99 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 4.845 | 12,67 | 255 | 26,24 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3.630.084 | 16,40 | 191.088 | 30,31 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 4.546 | 239 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 10.710 | 11,10 | 564 | 24,28 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 57.262 | 1,03 | 3.014 | 13,10 | ||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 6.942 | 26,77 | 365 | 42,02 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 136.039 | 3,22 | 7.161 | 15,57 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 28.387 | 2,12 | 1 | 0,00 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 322 | 1,90 | 17 | 14,29 | ||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 69.333 | 25,71 | 3.650 | 40,73 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 4.005.535 | 6,78 | 210.851 | 19,55 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 5.010 | 0,40 | 264 | 12,39 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 48.752 | 44,24 | 2.597 | 62,76 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 70.629 | 3,25 | 3.718 | 15,58 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 10.698 | 100,94 | 563 | 125,20 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 23.287 | 56,53 | 1.226 | 75,25 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 12.084 | 0,64 | 636 | 12,77 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 139.680 | 7.353 | ||||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 4.407 | 0,64 | 232 | 13,17 | ||||
| 2026-04-20 | 13F | Kercheville Advisors, LLC | 8.150 | 4,22 | 429 | 11,72 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 4.124 | 217 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 132.211 | 2,76 | 6.957 | 14,99 | ||||
| 2026-04-28 | 13F | K.J. Harrison & Partners Inc | 6.314 | 332 | ||||||
| 2026-05-05 | 13F | Haven Private, LLC | 112.063 | 1,92 | 5.899 | 14,08 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 33.412 | 10,52 | 1.759 | 23,72 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 534.883 | 0,81 | 28.156 | 12,86 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 63.688 | 1,46 | 3.353 | 13,59 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 100 | 5 | ||||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 4.139 | 218 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 32.437 | 0,15 | 1.698 | 11,56 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 6.852.900 | 1.179,48 | 360.737 | 1.332,46 | |||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 383.010 | 8,19 | 20.162 | 21,12 | ||||
| 2026-05-08 | 13F | MPS Loria Financial Planners, LLC | 5.756 | 0,12 | 303 | 12,22 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 56.372 | 3,99 | 2.967 | 16,44 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 49.621 | 1,32 | 2.612 | 13,47 | ||||
| 2026-04-22 | 13F | Madison Park Capital Advisors, LLC | 77.390 | 13,63 | 4.074 | 27,20 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 21.691 | 13,88 | 1.142 | 27,49 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 463 | 1,98 | 24 | 14,29 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 26.080 | 7,94 | 1.373 | 20,77 | ||||
| 2026-05-15 | 13F | Keewaydin Investments LLC | 45.985 | 1,13 | 2.421 | 13,19 | ||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 15.804 | 1,10 | 832 | 13,22 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 366.812 | 11,35 | 19.309 | 24,66 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 19.322 | 6,36 | 1.017 | 19,09 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 23.594 | 0,11 | 1.109 | 0,36 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 4.036 | 212 | ||||||
| 2026-05-11 | 13F | L & S Advisors Inc | 102.258 | 1.313,38 | 5.383 | 1.482,94 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 24.071 | 4,12 | 1.267 | 16,56 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 137.087 | 10,10 | 7.216 | 23,50 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 110.740 | 636,30 | 5.829 | 724,47 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 15.637 | 109,58 | 823 | 135,14 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 86.028 | 2,57 | 4.529 | 14,84 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 200 | 11 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 8.674 | 3,47 | 457 | 15,74 | ||||
| 2026-05-05 | 13F | HC Advisors, LLC | 40.697 | 0,84 | 2.142 | 12,92 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 8.520 | 448 | ||||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 424.860 | 13,78 | 22.365 | 27,38 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 5.319 | 280 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 908.039 | 33,20 | 47.799 | 49,12 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 4.472 | 235 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 49.521 | 8,67 | 2.328 | 8,89 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 28.372 | 93,49 | 1.494 | 116,69 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 453.356 | 100,37 | 23.865 | 124,33 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 42.378 | 25,09 | 2.231 | 39,99 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 53.858 | 2.835 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 216 | 16,13 | 0 | |||||
| 2026-05-13 | 13F | Mariner, LLC | 153.655 | 19,69 | 8.088 | 34,00 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 137.037 | 1.056,33 | 7.214 | 1.194,97 | ||||
| 2026-04-08 | 13F | Violich Capital Management, Inc. | 337.595 | 0,53 | 17.771 | 12,55 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 67.112 | 9,30 | 3.533 | 22,34 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 34.238 | 4,22 | 1.802 | 16,71 | ||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 24.200 | 8,97 | 1.274 | 21,93 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 150.251 | 6,93 | 7.909 | 19,71 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 12.317 | 44,04 | 648 | 61,19 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 2.068 | 109 | ||||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 4.168 | 219 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 538.203 | 21,78 | 28.331 | 36,34 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 295.019 | 15.530 | ||||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 474.255 | 20,86 | 24.965 | 35,31 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 6.689 | 3,23 | 352 | 15,79 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 7.312 | 385 | ||||||
| 2026-05-18 | 13F | Intrinsic Edge Capital Management LLC | 100.000 | 11,11 | 5.264 | 24,42 | ||||
| 2026-02-13 | 13F | Southport Management, L.l.c. | 40.500 | 32,79 | 1.904 | 33,05 | ||||
| 2026-05-13 | 13F | Hollow Brook Wealth Management LLC | 16.461 | 0,12 | 867 | 12,03 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 18.866 | 57,60 | 993 | 76,69 | ||||
| 2026-05-14 | 13F | Hilton Capital Management, LLC | 242.654 | 1,66 | 12.773 | 13,82 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 210.781 | 36,56 | 11.096 | 43,68 | ||||
| 2026-04-27 | 13F | Heffernan Advisory, Inc | 15.736 | 0,18 | 828 | 12,20 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 23.454 | 20,66 | 1.235 | 35,16 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 72.835 | 224,81 | 3.937 | 273,53 | ||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 9.504 | 26,18 | 500 | 41,24 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.414.295 | 6,82 | 127.088 | 19,59 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 19.711 | 3,88 | 1.038 | 16,26 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 5.913 | 311 | ||||||
| 2026-04-15 | 13F | LongView Wealth Management | 6.032 | 5,92 | 311 | 12,73 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 20.623 | 8,83 | 1.086 | 21,77 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 7.672 | 8,06 | 361 | -2,17 | ||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 92 | 1.853 | ||||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 183.853 | 28,53 | 9.950 | 39,05 | ||||
| 2026-05-13 | 13F | Mainsail Asset Management, Llc | 17.136 | 13,21 | 902 | 26,86 | ||||
| 2026-05-12 | 13F | Holderness Investments Co | 46.109 | 17,81 | 2.427 | 31,90 | ||||
| 2026-05-14 | 13F | Collar Capital Management, LLC | 34.253 | 0,81 | 1.803 | 12,90 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 9.352 | 6,38 | 492 | 19,13 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 58.383 | 1,04 | 3.073 | 13,14 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 1.783 | 6,07 | 94 | 17,72 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2.038 | 0,54 | 107 | 12,63 | ||||
| 2026-04-15 | 13F | Consolidated Capital Management, Llc | 10.790 | 568 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 37.917 | 24,93 | 1.783 | 25,14 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 299 | 2,05 | 16 | 15,38 | ||||
| 2026-04-30 | 13F | Texas Bank & Trust Co | 7.214 | 380 |
