Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF includ ODonnell Financial Services, LLC, Intentional Wealth Strategies, LLC, Mueller Wealth, LLC, Gill Capital Partners, Llc, Ascent Advisors, LLC, PlanVest Financial, Inc, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co, Balance Wealth, LLC, 626 Financial, LLC, Commerce Bank, Family Legacy Financial Solutions, LLC, YHB Investment Advisors, Inc., BEAM Asset Management, LLC, Rainier Family Wealth Inc, Second Line Capital, LLC, Spartan Wealth Advisory Services LLC, Ensign Peak Advisors, Inc, 6th Street Advisors, LLC, Financial & Tax Architects, LLC, și Renasant 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 77.005 | 5,43 | 18.298 | -0,95 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 20.025 | 4.758 | ||||||
| 2026-04-23 | 13F | Emerald Advisors, LLC | 7.480 | 5,47 | 1.777 | -0,89 | ||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 104.323 | 3,08 | 26.385 | 5,50 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 6.959 | 102,65 | 1.654 | 90,44 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 2.227 | 21,56 | 529 | 14,25 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 290.204 | 11,88 | 81.437 | 20,40 | ||||
| 2026-05-13 | 13F | Lynch Investment Planning, LLC | 23.434 | 6,10 | 5.568 | -0,30 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 359.351 | 9,62 | 85.389 | 2,99 | ||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | 1.000 | 25,00 | 238 | 17,33 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 7.414 | 192,12 | 1.762 | 174,73 | ||||
| 2026-04-27 | 13F | Acute Investment Advisory, Llc | 1.799 | 427 | ||||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 38.031 | 0,68 | 9.037 | -5,42 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 3.694.937 | 0,84 | 877.991 | -5,26 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 1.239 | 294 | ||||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 8.344 | 29,85 | 1.983 | 21,97 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 3.176 | 591,94 | 755 | 550,00 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 92.843 | 7,93 | 22.073 | 1,45 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 2.178 | 2,64 | 517 | -3,54 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 2.624 | 624 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 711.400 | 129,11 | 169.043 | 115,26 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 127.900 | 6,94 | 30.392 | 0,47 | |||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57.337 | 0,14 | 13.625 | -5,92 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 2.964 | 25,75 | 704 | 18,12 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 90.068 | 8,03 | 21.402 | 1,50 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 100 | 20,48 | 24 | 9,52 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 7 | 2 | ||||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 7.069 | 7,04 | 1.680 | 0,54 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 130.252 | 5,24 | 30.953 | -1,12 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 7.187 | 25,93 | 1.708 | 18,30 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 841.158 | 3.472,25 | 199.876 | 3.256,42 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 48.721 | 20,49 | 11.577 | 13,20 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 32.118 | 53,88 | 7.632 | 44,58 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 14.692 | 19,87 | 3.491 | 12,61 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 2.074 | 493 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 131 | -19,25 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1.332 | 317 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 916 | 264,94 | 218 | 244,44 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 4.233 | 5,40 | 1.006 | -0,99 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 9.225 | 2.192 | ||||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 424.408 | 2,08 | 97.559 | -7,99 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 29.962 | 16,54 | 7 | 16,67 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 789 | 187 | ||||||
| 2026-05-05 | 13F | Three Seasons Wealth, LLC | 3.237 | 116,52 | 769 | 103,44 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 6.033 | 24,16 | 1.434 | 16,69 | ||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 2.644 | 7,96 | 628 | 1,45 | ||||
| 2026-04-14 | 13F | Congress Park Capital LLC | 40.994 | 5,98 | 9.741 | -0,44 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 119.459 | 22,15 | 28.386 | 14,76 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 848 | 6,27 | 202 | 0,00 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 3.925 | 933 | ||||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 972 | 266 | ||||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 4.476 | 163,29 | 1.064 | 144,93 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 3.510 | 126,16 | 888 | 131,59 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 1.463 | 2,02 | 411 | 12,02 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 11.570 | 5,83 | 2.749 | -0,58 | ||||
| 2026-05-05 | 13F | Correct Capital Wealth Management | 124.413 | 799,46 | 29.563 | 745,14 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 942 | 224 | ||||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 12.321 | 6,43 | 2.928 | -0,03 | ||||
| 2026-05-12 | 13F | Matters Capital Llc | 1.262 | 300 | ||||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 17 | 4 | ||||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 19.592 | 5,67 | 4.655 | -0,73 | ||||
| 2026-04-13 | 13F | Ledgewood Wealth Advisors, LLC | 1.215 | 1,25 | 289 | -4,95 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 2 | 0 | ||||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 44.281 | 2,16 | 11.792 | 9,10 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 32.748 | 7.782 | ||||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 938 | 223 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 1.489 | 53,66 | 354 | 44,08 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 6.929 | 5,96 | 1.647 | -0,42 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 98.485 | 54,72 | 23.402 | 45,36 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 1.203 | 286 | ||||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 950 | 226 | ||||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 64 | 15 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 15.665 | 13,58 | 3.722 | 6,71 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 1.765 | 419 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 3.415.137 | 22,87 | 790.987 | 12,51 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 386.700 | 1.446,80 | 91.888 | 1.353,22 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 2.681 | 224,58 | 637 | 206,25 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 1.003.302 | 7,40 | 238.569 | 0,97 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 1.622 | 385 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 564 | 143 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 9.441 | 19,78 | 2.243 | 12,54 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 135.246 | 3,31 | 32.137 | -2,94 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 53.295 | 3,44 | 12.664 | -2,82 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 61.566 | 9,14 | 14.629 | 2,54 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 1.727 | 0,29 | 410 | -5,75 | ||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 159.278 | 4,54 | 37.848 | -1,79 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 10.773 | 11,03 | 2.560 | 4,28 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.743.076 | 35,46 | 414.189 | 27,26 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 24.383 | 90,45 | 5.794 | 78,94 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 30.478 | 3.498,35 | 7.242 | 3.284,11 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 3.220 | 0,16 | 765 | -5,90 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 886.351 | 6,03 | 210.615 | -0,38 | ||||
| 2026-04-20 | 13F | Lord & Richards Wealth Management, LLC | 4.756 | 4,90 | 1.130 | -1,40 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 13.204 | 8,55 | 3.138 | 1,98 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 29.119 | 15,00 | 6.919 | 8,04 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 3.650 | 151,38 | 958 | 161,04 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 17.461 | 71,04 | 4.150 | 60,75 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 20.644 | 16,20 | 4.666 | 3,83 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 13.751 | 9,33 | 3.268 | 2,70 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 97.388 | 6,21 | 23.141 | -0,21 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 5.492 | 1,31 | 1.305 | -4,81 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 2.060 | 6,24 | 489 | -0,20 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 861 | 3,49 | 205 | -2,86 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 108.554 | 915,00 | 25.795 | 853,57 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 58.143 | 30,19 | 13.816 | 22,31 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 1.840 | 3.018,64 | 437 | 3.021,43 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 135.829 | 105,59 | 32.276 | 93,15 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 23.237 | 13,80 | 5.521 | 6,91 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 10.327 | 83,17 | 2.594 | 82,04 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 1.234 | 0,08 | 293 | -5,79 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 1.026 | 244 | ||||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 15.325 | 7,75 | 3.642 | 1,22 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 1.508 | 24,22 | 358 | 16,99 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 15.287 | 99,28 | 4.118 | 112,27 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 3.579 | 16,66 | 850 | 9,68 | ||||
| 2026-04-16 | 13F | Birch Financial Group, Llc | 4.545 | 444,96 | 1.080 | 413,81 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1.184 | 9,12 | 281 | 2,55 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 16.794 | 57,85 | 4.248 | 61,54 | ||||
| 2026-04-22 | 13F | Rolek Wealth Management LLC | 215.245 | 615,96 | 51.146 | 572,71 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 77.268 | 0,21 | 18.360 | -5,86 | ||||
| 2026-05-05 | 13F | Soundwatch Capital LLC | 1.140 | 43,76 | 271 | 35,00 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 41 | 13,89 | 10 | 0,00 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 1.518 | 54,90 | 361 | 45,75 | ||||
| 2026-05-07 | 13F | Leith Wheeler Investment Counsel Ltd. | 106.290 | 0,14 | 25.257 | -5,92 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 126 | 16,67 | 0 | |||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 1.246 | 1,88 | 296 | -4,53 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 680 | 7,26 | 162 | 0,63 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 964 | 229 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 42.717 | 10 | ||||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 52.737 | 12.510 | ||||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 7.705 | 11,88 | 1.831 | 5,11 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 958 | 3,23 | 228 | -2,99 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 10.690 | 34,35 | 2.540 | 26,24 | ||||
| 2026-04-23 | 13F | Fortitude Financial, LLC | 8.291 | 4,54 | 1.970 | -1,75 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 43.500 | 15,51 | 10.292 | 8,01 | ||||
| 2026-05-13 | 13F | Townsquare Capital Llc | 4.776 | 13,53 | 1.135 | 6,58 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 2.611 | 11,39 | 620 | 4,73 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 1.413 | 16,78 | 336 | 9,48 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 40 | 100,00 | 10 | 100,00 | ||||
| 2026-04-16 | 13F | Solitude Financial Services | 38.127 | 6,65 | 10.008 | 10,68 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 1.684 | 62,55 | 426 | 62,21 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 669 | 17,57 | 169 | 20,71 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 23.709 | 38,92 | 5.634 | 33,45 | ||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 11.323 | 47,96 | 2.691 | 39,02 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 1.569 | 1.662,92 | 373 | 1.595,45 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 14.138 | 1,77 | 3.360 | -4,38 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 9.457 | 90,01 | 2.247 | 78,62 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 46 | 11 | ||||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 3.774 | 2,89 | 897 | -3,34 | ||||
| 2026-05-07 | 13F | Alchemi Wealth, LLC | 13.571 | 2,59 | 3.225 | -3,62 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 38.655 | 34,84 | 9.185 | 26,69 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 8 | 700,00 | 2 | |||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 91.849 | 3,22 | 22 | -4,55 | ||||
| 2026-04-28 | 13F | Investment Advisory Services Group LLC | 21.911 | 10,13 | 5.207 | 3,46 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 1.682 | 17,38 | 400 | 10,22 | ||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 2.071 | 7,75 | 492 | 1,23 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 16.815 | 4,92 | 3.996 | -1,43 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 49.953 | 10,37 | 11.870 | 3,69 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 18 | 4 | ||||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 871 | 2,23 | 207 | -3,72 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 291.465 | 2,00 | 69.258 | -4,17 | ||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 4.245 | 1,97 | 1.009 | -4,18 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 2.933 | 82,74 | 697 | 71,85 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 117.571 | 4,56 | 27.937 | -1,76 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 6.159 | 25,44 | 1.464 | 17,87 | ||||
| 2026-05-12 | 13F | Vienna Asset Management LLC | 9.499 | 6,91 | 2.257 | 0,45 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 19.300 | 221,67 | 4.586 | 202,31 | ||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 3.929 | 79,57 | 934 | 68,72 | ||||
| 2026-05-13 | 13F | Drake & Associates, LLC | 64.680 | 14,92 | 15.369 | 7,97 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 317.576 | 10,16 | 75.462 | 3,49 | ||||
| 2026-04-21 | 13F | VCI Wealth Management LLC | 1.428 | 9,93 | 339 | 3,35 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 41.100 | 95,39 | 12.090 | 139,88 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 22.659 | 1,45 | 5.384 | -4,69 | ||||
| 2026-04-28 | 13F | Clay Northam Wealth Management, LLC | 853 | 203 | ||||||
| 2026-05-05 | 13F | Seros Financial, LLC | 4.408 | 26,12 | 1.047 | 18,57 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 3.516 | 10,18 | 835 | 3,47 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 808 | 237 | ||||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 944 | 224 | ||||||
| 2026-05-08 | 13F | Capital Developers, LLC | 37.849 | 0,33 | 8.994 | -5,73 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 121.547 | 10,68 | 28.882 | 3,98 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 66.659 | 4,75 | 15.839 | -1,58 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 10.980 | 11,35 | 3 | 0,00 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 10.616 | 100,00 | 2.523 | 87,93 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 1.941 | 32,58 | 461 | 24,59 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 2.587 | 4,74 | 615 | -1,60 | ||||
| 2026-05-15 | 13F | Fortress Financial Group, Llc | 1.685 | 55,44 | 400 | 45,99 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 2.053 | 488 | ||||||
| 2026-05-14 | 13F | Aldebaran Financial Inc. | 4.004 | 5,26 | 951 | -1,96 | ||||
| 2026-04-15 | 13F | Family Legacy Financial Solutions, LLC | 11.916 | 2.867 | ||||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 1.614 | 10,93 | 384 | 4,36 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 32 | 39,13 | 8 | 40,00 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 2.320 | 12,62 | 551 | 5,76 | ||||
| 2026-04-17 | 13F | Agp Franklin, Llc | 3.090 | 6,77 | 734 | 0,27 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 1.644 | 3,59 | 391 | -2,49 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 300.039 | 0,45 | 71.295 | -5,62 | ||||
| 2026-04-22 | 13F | Gerber, Llc | 39.768 | 22,57 | 9.450 | 15,15 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 194.905 | 0,90 | 46.313 | -5,20 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 4 | 1 | ||||||
| 2026-05-04 | 13F | Financial Security Advisor, Inc. | 377.396 | 924,95 | 89.677 | 863,02 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 1.100 | 0,18 | 261 | -5,78 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 2.667 | 15,81 | 634 | 8,76 | ||||
| 2026-04-29 | 13F | Renasant Bank | 5.046 | 1.199 | ||||||
| 2026-04-21 | 13F | Sequent Planning LLC | 9.246 | 4,02 | 2.197 | -2,27 | ||||
| 2026-05-15 | 13F | Nissay Asset Management Corp /japan/ /adv | 821.445 | 42,03 | 195.192 | 33,44 | ||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 1.219 | 31,78 | 290 | 23,50 | ||||
| 2026-05-13 | 13F | Ensign Peak Advisors, Inc | 7.020 | 1.668 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 8.417 | 17,70 | 2 | 100,00 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 8.124 | 6,59 | 1.931 | 0,16 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 13.705 | 5,54 | 3.257 | -0,85 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 4.281 | 8,08 | 1.017 | 1,60 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 1.914 | 25,76 | 455 | 17,92 | ||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 45.648 | 13,47 | 10.847 | 6,61 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 37 | 9 | ||||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 19.711 | 6,16 | 4.684 | -0,26 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 3.768 | 216,64 | 895 | 197,34 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 3.225 | 6,37 | 766 | 0,00 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 10.352 | 5,99 | 2.460 | -0,45 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 49.477 | 1,46 | 11.757 | -4,68 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 8.151 | 3,98 | 1.937 | -2,32 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 220 | 40,13 | 52 | 33,33 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 19.987 | 168,32 | 4.749 | 152,20 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 844 | 201 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 4.463 | 210,15 | 1.129 | 217,75 | ||||
| 2026-04-20 | 13F | Echo45 Advisors LLC | 29.946 | 2,77 | 7.116 | -3,45 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 5.459 | 1,98 | 1.297 | -4,14 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 18.587 | 33,97 | 4.417 | 25,85 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 10.232 | 10,88 | 2.431 | 4,20 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 3.231 | 1,83 | 768 | -4,36 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 5.869 | 58,15 | 1.395 | 48,61 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 497.553 | 8,80 | 118.229 | 2,22 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 223.502 | 67,76 | 51.377 | 52,47 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 2.264 | 27,77 | 538 | 19,87 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 2.770 | 87,67 | 658 | 76,41 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 28.393 | 6.747 | ||||||
| 2026-05-08 | 13F | Core Wealth Partners LLC | 1.108 | 1,93 | 263 | -4,01 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 858 | 0,35 | 204 | -6,02 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 13.211 | 11,23 | 3.139 | 4,53 | ||||
| 2026-05-08 | 13F | Goldenstone Wealth Management LLC | 1.433 | 0,07 | 341 | -6,08 | ||||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 73.736 | 2.322,34 | 17.521 | 2.178,41 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 176.266 | 1,97 | 41.884 | -4,20 | ||||
| 2026-05-15 | 13F | Pitti Group Wealth Management, LLC | 3.140 | 9,45 | 746 | 2,90 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 21.471 | 56,35 | 5.102 | 46,90 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 2.604 | 619 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 1.219 | 290 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 149.900 | 3,09 | 35.619 | -3,15 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 38.857 | 1,03 | 9.233 | -5,08 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 4.063 | 4,66 | 966 | -1,63 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 1.061 | 1,73 | 252 | -4,18 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 883 | 0,46 | 210 | -5,86 | ||||
| 2026-05-15 | 13F | Beck Capital Management, Llc | 1.102 | 3,77 | 262 | -2,61 | ||||
| 2026-05-04 | 13F | Garrison Bradford & Associates Inc | 1.601 | 380 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3.189.189 | 8,59 | 757.815 | 2,02 | ||||
| 2026-04-15 | 13F | Raub Brock Capital Management LP | 32.412 | 2,82 | 7.702 | -3,41 | ||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 46.273 | 6,37 | 10.995 | -0,06 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 83.751 | 20,18 | 22.220 | 23,67 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 23.762 | 7,19 | 5.646 | 0,71 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 77 | 19 | ||||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 11.233 | 38,68 | 2.669 | 30,32 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 157.863 | 7,60 | 37.511 | 1,09 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 220.323 | 77,29 | 52.353 | 66,56 | ||||
| 2026-05-11 | 13F | Reliant Investment Partners, LLC | 9.470 | 3,51 | 2.250 | -2,72 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 58 | 9,43 | 14 | 0,00 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 7.956 | 3,76 | 1.890 | -2,53 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 16.089 | 22,07 | 3.823 | 14,70 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 120.329 | 18,88 | 30.434 | 21,67 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 3.848 | 5,57 | 914 | -0,76 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 3.003 | 0,87 | 714 | -5,19 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 312.615 | 9,94 | 74.283 | 3,29 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 43.305 | 12,90 | 11.568 | 18,88 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 0 | 0 | ||||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 28.241 | 0,34 | 6.711 | -5,73 | ||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 3.055 | 56,27 | 726 | 50,10 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 44.568 | 3,17 | 10.590 | -3,07 | ||||
| 2026-04-30 | 13F | Pearl Planning LLC | 21.086 | 4,45 | 5.010 | -1,86 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 2.341 | 2,14 | 556 | -3,97 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 21.210 | 7,71 | 5.040 | 1,21 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 1.825 | 434 | ||||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 27.054 | 1,82 | 6.428 | -4,35 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 41.652 | 14,80 | 9.897 | 7,86 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 20.777 | 0,14 | 4.937 | -5,93 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 3.669 | 0,11 | 883 | -4,75 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 22.609 | 157,71 | 5.642 | 154,33 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 57.397 | 0,09 | 13.639 | -5,96 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 501 | 119 | ||||||
| 2026-05-13 | 13F | Pioneer Family Office, LLC | 9.290 | 1,59 | 2.207 | -4,54 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 4.481 | 1.065 | ||||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 3.440 | 10,86 | 817 | 4,21 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 28.698 | 12,86 | 6.819 | 6,05 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 48.100 | 64,16 | 11.430 | 54,24 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 356.700 | 95,24 | 84.759 | 83,43 | |||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 8.396 | 1,72 | 2.029 | -2,78 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 3.924 | 932 | ||||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 33.467 | 2,33 | 7.953 | -3,86 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 165.987 | 7,55 | 39.442 | 1,04 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 5.818 | 25,15 | 1.382 | 17,62 | ||||
| 2026-04-22 | 13F | Peak Financial Advisors Llc | 3.559 | 44,38 | 846 | 35,63 | ||||
| 2026-05-15 | 13F/A | Tudor Financial Inc. | 851 | 202 | ||||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 4.341 | 5,31 | 1.032 | -1,06 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 22.909 | 0,88 | 5.444 | -5,22 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 1.937 | 460 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 15.718 | 240,00 | 3.735 | 219,42 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 42.485 | 13,37 | 10 | 11,11 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 45.661 | 1,02 | 10.850 | -5,09 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 100 | 24 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 2.495 | 7,68 | 593 | 1,02 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 3.103 | 2,14 | 737 | -4,04 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 911 | 225 | ||||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 7.734 | 131,56 | 1.838 | 183.600,00 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 37.615 | 6,23 | 8.938 | -0,19 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 3.015 | 7,07 | 716 | 0,56 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 2.863 | 46,30 | 680 | 37,37 | ||||
| 2026-05-15 | 13F | Atalanta Sosnoff Capital, Llc | 2.857 | 679 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 12.076 | 765,04 | 3.289 | 816,16 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 117.991 | 295,28 | 28.037 | 271,40 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 12.498 | 1,77 | 2.970 | -4,41 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 55 | 17,02 | 13 | 18,18 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 37.266 | 3.036,87 | 8.855 | 2.851,67 | ||||
| 2026-04-10 | 13F | Novem Group | 5.616 | 3,50 | 1.335 | -2,77 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 10.697 | 1,88 | 2.542 | -4,29 | ||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 9.335 | 2.566 | ||||||
| 2026-04-10 | 13F | Affinity Wealth Management Llc | 1.361 | 0,15 | 323 | -5,83 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 32.347 | 20,25 | 7.686 | 12,98 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 6.388 | 0,08 | 1.518 | -6,01 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 90.001 | 4,40 | 21.386 | -1,91 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 13.401 | 0,22 | 3.184 | -5,85 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 954.798 | 1.615,90 | 16.166 | 17,56 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 4.764.517 | 0,35 | 1.132.145 | -5,72 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 4.840 | 112,28 | 1.150 | 99,48 | ||||
| 2026-05-13 | 13F | Hill Island Financial Llc | 96.357 | 2,90 | 22.896 | -3,32 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 37.588 | 764,49 | 8.932 | 712,65 | ||||
| 2026-04-24 | 13F | Wealth Care LLC | 1.196 | 284 | ||||||
| 2026-05-15 | 13F | Prosperitas Financial LLC | 1.281 | 304 | ||||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 1.238 | 49,88 | 294 | 41,35 | ||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 2.601 | 2,56 | 618 | -3,59 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 443.314 | 14,25 | 105 | 7,14 | ||||
| 2026-04-13 | 13F | E Fund Management Co., Ltd. | 7.365 | 1.750 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 354.132 | 4,79 | 84.149 | 98.897,65 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1.150 | 1,14 | 273 | -4,88 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 613.454 | 4,34 | 154.118 | 3,64 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 279.062 | 5,68 | 66.311 | -0,71 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 20.089 | 1.092,23 | 4.774 | 1.020,42 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 24.018 | 83,27 | 5.707 | 72,21 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 1.286 | 1.570,13 | 52 | 173,68 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.171 | 137,04 | 278 | 122,40 | ||||
| 2026-05-04 | 13F | 6th Street Advisors, LLC | 5.501 | 1.307 | ||||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 3.820 | 28,49 | 908 | 20,77 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 20.040 | 110,66 | 4.762 | 98,00 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 92 | 22 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 61.932 | 10,32 | 14.716 | 3,64 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 8.107 | 7,53 | 1.927 | 1,05 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 14.590 | 26,09 | 3.467 | 18,46 | ||||
| 2026-05-12 | 13F | Smith Chas P & Associates Pa Cpas | 147.234 | 1,03 | 34.986 | -5,08 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 2.576.146 | 25,30 | 612.143 | 17,72 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 4.262 | 14,11 | 1.013 | 7,20 | ||||
| 2026-05-11 | 13F | Destiny Capital Corp/CO | 12.788 | 10,90 | 3.039 | 4,18 | ||||
| 2026-04-16 | 13F | Stanley-Laman Group, Ltd. | 891 | 212 | ||||||
| 2026-04-22 | 13F | BKM Wealth Management, LLC | 16.024 | 17,17 | 3.808 | 10,09 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 16 | 4 | ||||||
| 2026-04-15 | 13F | JP Wealth Management, Inc. | 117.543 | 2,16 | 27.931 | -4,02 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 415 | 99 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 3 | 1 | ||||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 319 | 0,31 | 76 | -6,25 | ||||
| 2026-04-21 | 13F | Kieckhefer Group Llc | 8.863 | 16,36 | 2.106 | 9,35 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 8.712 | 2,41 | 2.070 | -3,77 | ||||
| 2026-05-14 | 13F | Integrity Wealth Advisors, Inc. | 18.363 | 52,43 | 4.363 | 43,24 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 118 | 555,56 | 28 | 575,00 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 27 | 6 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 3.222 | 36,76 | 766 | 28,57 | ||||
| 2026-05-15 | 13F | Sierra Capital LLC | 4.666 | 0,04 | 1 | 0,00 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 11.114 | 2.641 | ||||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 987 | 15,57 | 235 | 8,33 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 2.168 | 381,78 | 515 | 355,75 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 72.728 | 0,21 | 17.282 | -5,85 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 535 | 98,88 | 127 | 86,76 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 8.540 | 0,73 | 2.029 | -5,36 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 10.444 | 5.425,93 | 2.482 | 5.178,72 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 9.624 | 5,57 | 2.287 | -0,82 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 845 | 201 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 1.196 | 37,16 | 284 | 29,09 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 16.579 | 3.940 | ||||||
| 2026-04-16 | 13F | Strong Tower Advisory Services | 7.047 | 1,06 | 1.675 | -5,05 | ||||
| 2026-05-05 | 13F | Blue Water Asset Management | 3.491 | 0,63 | 830 | -5,47 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 3.797 | 14,82 | 902 | 7,89 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1.486 | 10,98 | 353 | 4,44 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 3.490 | 1,81 | 829 | -4,38 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 1.422 | 5.166,67 | 338 | 5.516,67 | ||||
| 2026-04-21 | 13F | Sims Investment Management, Llc | 48.243 | 2,32 | 11.463 | -3,87 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 20.973 | 0,68 | 4.984 | -5,41 | ||||
| 2026-04-24 | 13F | Reality Financial Planning Services, LLC | 2.969 | 1,19 | 705 | -4,99 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 60 | 14 | ||||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 142.992 | 11,21 | 33.978 | 4,49 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 2.612 | 14,26 | 621 | 7,27 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 480.372 | 25,08 | 114.151 | 17,52 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 6.606 | 2,56 | 1.570 | -3,68 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 5.090 | 21,48 | 1.209 | 14,16 | ||||
| 2026-05-11 | 13F | Accent Capital Management, LLC | 1.146 | 328 | ||||||
| 2026-04-28 | 13F | Cabana Llc | 8.322 | 3,62 | 1.978 | -2,66 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1.263 | 4,90 | 300 | -1,32 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 38.660 | 23,49 | 10.730 | 33,68 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 1.875 | 2,18 | 446 | -4,09 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 1.290 | 0,08 | 307 | -6,13 | ||||
| 2026-05-11 | 13F | Stillwater Wealth Management Group | 1.780 | 13,30 | 423 | 6,55 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 100 | 24 | ||||||
| 2026-05-15 | 13F | Norinchukin Bank, The | 823.000 | 112,66 | 195.561 | 99,80 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 80.695 | 0,55 | 19.175 | -5,53 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 36 | 9 | ||||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 38.647 | 114,69 | 9.183 | 101,74 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 1.240 | 10,03 | 295 | 3,52 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 189 | 45 | ||||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2.717 | 11,12 | 646 | 4,37 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 23.370 | 54,98 | 5.553 | 45,63 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 1.636 | 0,18 | 389 | -6,05 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 64.600 | 6,15 | 16.956 | 11,28 | ||||
| 2026-04-09 | 13F | Prota Financial, LLC | 42.873 | 8,52 | 10.187 | 1,95 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 179.046 | 43,98 | 42.545 | 35,27 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 2.951 | 93,89 | 1 | |||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 353 | 84 | ||||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 6.028 | 10,67 | 1.432 | 3,99 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 6.850 | 7,54 | 1.628 | 0,99 | ||||
| 2026-04-08 | 13F | Sfm, Llc | 5.575 | 8,17 | 1.325 | 1,61 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 110.811 | 8,86 | 26.331 | 2,28 | ||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3.865 | 918 | ||||||
| 2026-05-05 | 13F | One Day In July LLC | 261.249 | 4,82 | 62.078 | -1,52 | ||||
| 2026-04-23 | 13F | BLVD Private Wealth, LLC | 6.365 | 26,04 | 1.512 | 18,40 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 1.190 | 37,25 | 283 | 28,77 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 119.217 | 497,61 | 28.328 | 461,51 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 1.075 | 41,08 | 258 | 34,38 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 152.725 | 113,83 | 36.291 | 100,90 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 8.256 | 1,98 | 2 | -50,00 | ||||
| 2026-05-07 | 13F | Ckw Financial Group | 116 | 4,50 | 0 | |||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 3.257 | 44,88 | 774 | 36,09 | ||||
| 2026-05-06 | 13F | Spectrum Wealth Advisory Group, LLC | 102.308 | 109,16 | 24.310 | 96,51 | ||||
| 2026-04-17 | 13F | Hamilton Capital Partners, Llc | 11.174 | 146,56 | 2.655 | 131,68 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 5.494 | 256,29 | 1.306 | 234,62 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 2.441 | 614 | ||||||
| 2026-04-29 | 13F | Walker Financial Services, Inc. | 60.605 | 27,76 | 14.401 | 20,04 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 2.575 | 1,62 | 612 | -4,53 | ||||
| 2026-05-08 | 13F | Mystic Asset Management, Inc. | 3.259 | 4,49 | 774 | -1,78 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 1.021 | 243 | ||||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 1.801 | 91,60 | 428 | 80,17 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 4.367 | 22,36 | 1.038 | 14,97 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 1.146 | 19,00 | 328 | 34,98 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 13.258 | 78,44 | 3.150 | 67,64 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 9.075 | 2.146,29 | 2.156 | 2.013,73 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 566 | 21,46 | 134 | 14,53 | ||||
| 2026-05-12 | 13F | Blue Line Capital, LLC / IL | 4.052 | 1,30 | 963 | -4,85 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 222.614 | 5,61 | 52.898 | -0,78 | ||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 122.659 | 5,20 | 29.146 | -1,16 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 25.141 | 0,62 | 5.974 | -5,46 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 1.821 | 0,05 | 433 | -6,09 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 746.482 | 51,67 | 177.379 | 42,49 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 164 | 7,19 | 39 | 0,00 | ||||
| 2026-04-27 | 13F | Three Cord True Wealth Management, LLC | 3.827 | 5,25 | 909 | -1,09 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 2.644 | 3,69 | 628 | -2,79 | ||||
| 2026-05-11 | 13F | Commerce Bank | 14.180 | 3.369 | ||||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 133.367 | 0,12 | 31.691 | -7,08 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 55.087 | 16,75 | 14 | 18,18 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 138.415 | 61,45 | 33.298 | 53,56 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 5 | 1 | ||||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 1.624 | 386 | ||||||
| 2026-04-23 | 13F | O'Connor Financial Group LLC | 1.371 | 1,48 | 326 | -6,07 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 1.666 | 396 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 43.452 | 6,51 | 10.325 | 0,08 | ||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 23.275 | 3,91 | 5.527 | -2,44 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 2.115 | 0,14 | 503 | -5,99 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 5.778 | 33,72 | 1.373 | 25,73 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 2.103 | 500 | ||||||
| 2026-05-14 | 13F | Strategic Advisors LLC | 22.291 | 7,21 | 5.297 | 0,72 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 7.007 | 0,10 | 1.665 | -5,93 | ||||
| 2026-05-04 | 13F | Paragon Advisors, LLC | 287.831 | 6,74 | 68.394 | 0,29 | ||||
| 2026-04-24 | 13F | Whelan Financial | 213.128 | 1,10 | 50.644 | -5,01 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 227.469 | 0,88 | 54.051 | -5,22 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 1.494 | 0,07 | 355 | -5,84 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 14.092 | 102,56 | 3.455 | 96,36 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 19.020 | 0,79 | 4.520 | -5,30 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 1.703 | 405 | ||||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 8.658 | 15,21 | 2.057 | 8,26 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 112.808 | 5,98 | 26.805 | -0,43 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 2.865 | 9,39 | 681 | 2,72 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 91 | 51,67 | 22 | 40,00 | ||||
| 2026-04-09 | 13F | Herbst Group, Llc | 1.458 | 347 | ||||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 5.333 | 0,08 | 1.267 | -5,94 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 187.473 | 3,43 | 44.547 | -2,83 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 3.401 | 22,16 | 808 | 14,77 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 15.060 | 3.579 | ||||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 2.430 | 0,50 | 577 | -7,09 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 60 | 14 | ||||||
| 2026-04-17 | 13F | Braeburn Wealth Management LLC | 2.976 | 1,33 | 707 | -4,72 | ||||
| 2026-04-22 | 13F | BluePath Capital Management, LLC | 4.604 | 0,07 | 1.094 | -5,93 | ||||
| 2026-04-29 | 13F | Sanchez Wealth Management Group | 12.819 | 47,74 | 3.046 | 38,79 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 19.674 | 5 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 36.010 | 194,87 | 8.557 | 177,07 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 167 | 40 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1.704 | 405 | ||||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 44.382 | 15,51 | 10.546 | 8,52 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 73.291 | 8,91 | 17.415 | 2,32 | ||||
| 2026-05-01 | 13F | Mueller Wealth, LLC | 28.685 | 6.816 | ||||||
| 2026-04-08 | 13F | E Fund Management (Hong Kong) Co., Ltd. | 7.365 | 158,78 | 1.750 | 138,74 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 1.106 | 0,64 | 263 | -5,76 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 4.409 | 41,81 | 1.048 | 33,21 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 1 | 0 | ||||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 2.107 | 10,49 | 501 | 3,73 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 8.357 | 127,53 | 1.986 | 113,90 | ||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 2.958 | 703 | ||||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 117.919 | 3,89 | 28.020 | -2,40 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 58 | 107,14 | 15 | 133,33 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 2.732 | 9,41 | 649 | 3,67 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 1.032 | 0,68 | 245 | -5,41 | ||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 1.312 | 27,75 | 312 | 20,08 | ||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 24.491 | 18,39 | 5.820 | 9,11 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 130.761 | 18,87 | 31 | 14,81 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2.217.040 | 5,73 | 526.813 | -0,67 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 76.743 | 63,82 | 18.236 | 53,91 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 11.136 | 26,89 | 2.646 | 19,24 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 25.187 | 0,27 | 5.985 | -5,78 | ||||
| 2026-04-21 | 13F | Blue Jean Financial Llc | 5.762 | 2,76 | 1.369 | -3,46 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 77.088 | 12,92 | 18.318 | 6,09 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 4.001 | 4,46 | 951 | -1,86 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 1.921 | 456 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 1.228 | 292 | ||||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 415 | 0,73 | 99 | -5,77 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 14.636 | 11,44 | 3.478 | 4,67 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 2.723 | 52,72 | 647 | 43,78 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 266.867 | 1,03 | 63.413 | -5,08 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 5.281 | 1,75 | 1.255 | -4,42 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | Call | 4.300 | 1.022 | |||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | Put | 100 | 24 | |||||
| 2026-04-17 | 13F | Aspire Growth Partners LLC | 29.823 | 10,65 | 7.087 | 3,95 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 5.133 | 7,21 | 1.220 | 0,74 | ||||
| 2026-05-15 | 13F | Fmr Llc | 2.080.865 | 7,22 | 494.455 | 0,14 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 5.248 | 0,02 | 1.544 | 15,93 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 4.486 | 6,08 | 1.066 | -0,28 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 27.215 | 6,72 | 6.467 | 0,28 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 16.961 | 12,72 | 4.030 | 5,91 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 4.476 | 54,13 | 1.064 | 44,82 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | Put | 5.100 | 10,87 | 1.212 | 4,13 | |||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 5.186 | 0,27 | 1.232 | -5,81 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 1.584 | 0,13 | 376 | -6,00 | ||||
| 2026-05-12 | 13F | Creative Planning | 98.804 | 17,09 | 23.478 | 10,01 | ||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 17.969 | 17,32 | 4.270 | 10,22 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 11.841 | 3,90 | 2.814 | -2,39 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 44.397 | 0,65 | 10.537 | -5,55 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 12 | 3 | ||||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 11.206 | 3,86 | 2.663 | -2,42 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 26.769 | 2,06 | 6.361 | -4,12 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 1.187 | 49,12 | 282 | 40,30 | ||||
| 2026-05-07 | 13F | First National Trust Co | 1.400 | 1,45 | 333 | -4,87 | ||||
| 2026-05-14 | 13F | Comprehensive Wealth Management, LLC | 10.101 | 6,02 | 2.400 | -0,37 | ||||
| 2026-05-12 | 13F | Luken Investment Analytics, LLC | 19.291 | 54,97 | 4.584 | 45,58 | ||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 1.355 | 0,15 | 322 | -6,14 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 1.126 | 268 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 19.737 | 3,85 | 4.690 | -0,15 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 40 | 14,29 | 10 | 12,50 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 2.712 | 14,29 | 623 | 3,83 | ||||
| 2026-01-29 | 13F | Comerica Bank | 10.075 | 0,01 | 2.548 | 2,33 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 1.550 | 1.419,61 | 368 | 1.372,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | Put | 800 | 190 | |||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 4.792 | 37,03 | 1.139 | 28,73 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 10.826 | 2.572 | ||||||
| 2026-05-05 | 13F | UBS Group AG | Call | 3.510 | 834 | |||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 139 | 33,65 | 33 | 26,92 | ||||
| 2026-05-13 | 13F | Tandem Investment Partners LLC | 8.152 | 7,53 | 1.937 | 1,04 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 134.325 | 0,32 | 31.918 | -5,75 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 884 | 210 | ||||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 20.851 | 18,25 | 4.955 | 11,10 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 30 | 7 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 8.247 | 8,67 | 1.960 | 2,08 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 21.134 | 16,51 | 5.022 | 9,46 | ||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 2.239 | 15,17 | 569 | 15,89 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 1.963 | 131,21 | 466 | 117,76 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 2.811 | 668 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co | 631 | 13,49 | 153 | 7,04 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 6.076 | 0,21 | 1.444 | -5,87 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2.592 | 23,25 | 623 | 16,01 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 1.236 | 0,16 | 294 | -6,09 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 49.317 | 36,08 | 11.719 | 27,84 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 5.796 | 49,30 | 1.377 | 40,37 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 6.568 | 0,74 | 1.561 | -5,34 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 74.200 | 8,17 | 17.631 | 1,63 | ||||
| 2026-04-21 | 13F | New Perspectives, Inc | 30.617 | 16,24 | 7.275 | 9,22 | ||||
| 2026-05-11 | 13F | Clarendon Private LLC | 4.730 | 5,82 | 1.124 | -0,62 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 3.434 | 6,38 | 816 | -0,61 | ||||
| 2026-04-27 | 13F | Appalachian Capital Management Ltd | 26.221 | 5,88 | 6.231 | -0,53 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 27.202 | 1,17 | 6.464 | -4,96 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 2.039 | 4,67 | 485 | -1,63 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 1.610 | 20,69 | 383 | 16,11 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 3.992 | 4,37 | 949 | -1,96 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 28.865 | 15,91 | 6.859 | 8,89 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 217.138 | 2,26 | 51.596 | -3,92 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 29.170 | 19,53 | 6.931 | 12,32 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 438.348 | 14,12 | 104.160 | 7,22 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 9.576 | 4,36 | 2.276 | -1,94 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 141.616 | 1,97 | 33.651 | -4,19 | ||||
| 2026-05-14 | 13F | Betterment LLC | 201.037 | 15,49 | 48 | 6,82 | ||||
| 2026-05-05 | 13F | PFG Advisors | 14.992 | 22,81 | 3.562 | 15,39 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 1.375 | 327 | ||||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 10.393 | 25,72 | 2.470 | 18,13 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 3.491 | 830 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 1.823 | 58,66 | 433 | 49,31 | ||||
| 2026-04-23 | 13F | BXM Wealth LLC | 6.618 | 0,17 | 1.573 | -5,92 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 8.085 | 95,01 | 1.921 | 83,30 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 34.046 | 24,69 | 8.611 | 27,61 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 3.891 | 0,10 | 925 | -6,00 | ||||
| 2026-05-06 | 13F | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 20.226 | 4.103 | ||||||
| 2026-05-14 | 13F | Purewater Capital LLC | 1.100 | 261 | ||||||
| 2026-04-13 | 13F | Breachway Investments LLC | 2.338 | 11,71 | 562 | 6,24 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 13.101 | 1.501,59 | 3.113 | 1.403,86 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 1.226 | 60,68 | 291 | 51,56 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 2.464 | 585 | ||||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 2.270 | 13,61 | 539 | 6,73 | ||||
| 2026-05-06 | 13F | CNB Bank | 111 | 26 | ||||||
| 2026-05-04 | 13F | AMG National Trust Bank | 13.635 | 85,97 | 3.240 | 74,70 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 4.364 | 3,93 | 1.037 | -2,45 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 1.319 | 10,19 | 313 | 3,64 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 110.105 | 15,63 | 26.488 | 9,98 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 60.126 | 35,56 | 14.287 | 27,36 | ||||
| 2026-04-28 | 13F | McGinn Investment Management, Inc. | 423 | 7,09 | 0 | |||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2.748.266 | 10,92 | 655.870 | 4,64 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 9.731 | 251,30 | 2.312 | 230,29 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 3.603 | 15,93 | 856 | 8,91 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 259.607 | 22,45 | 61.688 | 15,04 | ||||
| 2026-04-14 | 13F | Cdm Financial Counseling Services, Inc. | 4.663 | 10,50 | 1.120 | 4,87 | ||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 3.778 | 9,70 | 1 | |||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 4.871 | 17,86 | 1.157 | 10,72 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 142.718 | 1,90 | 33.913 | -4,26 | ||||
| 2026-05-05 | 13F | Ridgeline Wealth Planning, LLC | 886 | 4,36 | 211 | -1,87 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 443 | 0,23 | 105 | -3,67 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 1.016 | 0,20 | 241 | -5,86 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 110.640 | 14,37 | 26.290 | 7,65 | ||||
| 2026-05-14 | 13F | Main Management Fund Advisors LLC | 1.059.100 | 146,76 | 117 | 8,33 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 12.277 | 1,01 | 2.917 | -5,11 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | Call | 300 | 71 | |||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 16.573 | 19,75 | 3.938 | 12,51 | ||||
| 2026-05-14 | 13F | Bright Financial Advisors, Inc. | 15.754 | 11,34 | 3.744 | 4,61 | ||||
| 2026-05-07 | 13F | Allen Investment Management LLC | 23.590 | 87,40 | 5.605 | 76,09 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 13.350 | 122,50 | 3.172 | 109,10 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 93.782 | 28,61 | 22.285 | 20,83 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 3.731 | 87,39 | 887 | 76,14 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 19.423 | 47,45 | 4.615 | 38,55 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 11.969 | 6,35 | 2.844 | 0,11 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 19.044 | 7,15 | 4.525 | 0,67 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 89.914 | 10,45 | 26.178 | 27,14 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 91.046 | 439,28 | 21.634 | 406,65 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 7.387.215 | 0,10 | 1.755.350 | -5,96 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 2.942 | 6,17 | 699 | -0,14 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 263.368 | 4,35 | 62.582 | -1,96 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 2 | 0 | ||||||
| 2026-05-15 | 13F | Giverny Capital Inc. | 4.222 | 1.003 | ||||||
| 2026-05-06 | 13F | Barings Llc | 39.184 | 19,94 | 9.311 | 12,68 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 1.081 | 280 | ||||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 18.913 | 7,79 | 4.494 | 1,28 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 25.092 | 18,36 | 5.962 | 11,21 | ||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 1.730 | 0,12 | 411 | -5,95 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 15.604 | 178,25 | 3.708 | 161,42 | ||||
| 2026-04-20 | 13F | City State Bank | 5.158 | 7,84 | 1.226 | 1,32 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 12.098 | 7,05 | 2.875 | 0,56 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 2.433 | 22,02 | 578 | 14,68 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 79.927 | 19,52 | 19.021 | 12,29 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 3.769 | 11,44 | 896 | 4,68 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 13.970 | 21,57 | 3.320 | 14,21 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2.028 | 30,33 | 482 | 22,39 | ||||
| 2026-05-08 | 13F | AAFCPAs Wealth Management, LLC | 106.626 | 1,68 | 25.337 | -4,47 | ||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 111.412 | 3,05 | 26.474 | -3,19 | ||||
| 2026-04-24 | 13F | United Community Bank | 78 | 19 | ||||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 2.474 | 66,82 | 588 | 56,53 | ||||
| 2026-04-23 | 13F | URS Advisory LLC | 48.903 | 5,31 | 11.620 | -1,06 | ||||
| 2026-05-20 | 13F | SHUTTLEWORTH & Co | 14.718 | 4,08 | 3.497 | -2,21 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 1.492 | 355 | ||||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 5.642 | 7,08 | 1.341 | 0,60 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 10.294 | 30,12 | 2.446 | 22,30 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 22 | 5 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 127.215 | 1,55 | 30 | -3,23 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 18.045 | 7,37 | 4.288 | 0,87 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 118 | 28 | ||||||
| 2026-05-14 | 13F | Twin Tree Management, LP | Call | 200 | 48 | |||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 11.017 | 2.618 | ||||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 7.909 | 37,17 | 1.879 | 28,88 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 51.246 | 4,68 | 12.177 | -1,65 | ||||
| 2026-04-23 | 13F | RIA Advisory Group LLC | 4.952 | 129,26 | 1.177 | 115,38 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 1.119 | 0,63 | 266 | -5,69 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 10.464 | 7,30 | 2.486 | 0,81 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 2.068 | 57,62 | 491 | 48,34 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 216 | 51 | ||||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 715 | 703,37 | 170 | 668,18 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 1.200 | 28,34 | 328 | 38,98 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 9.410 | 0,50 | 2 | -99,91 | ||||
| 2026-05-06 | 13F | Durante & Waters, Llc | 1.871 | 0,16 | 444 | -5,93 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 112.440 | 4,21 | 26.718 | -2,10 | ||||
| 2026-05-08 | 13F | Bokf, Na | 95.854 | 38,86 | 22.777 | 30,46 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 3.261 | 5,19 | 775 | -1,28 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 168.823 | 14,47 | 40.116 | 7,55 | ||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 141.851 | 1,82 | 33.707 | -4,34 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 356 | 78,00 | 85 | 68,00 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 4.635 | 94,75 | 1.116 | 84,46 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 1.336 | 317 | ||||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 2.520 | 165,54 | 599 | 149,17 | ||||
| 2026-05-15 | 13F | Solano Wealth Investment Advisors LLC | 77.480 | 1,52 | 18.411 | -4,63 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 7.073 | 138,95 | 1.681 | 124,60 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 1.017 | 242 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 54.154 | 9,64 | 12.868 | 3,01 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 197 | 19.600,00 | 47 | |||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 134.065 | 83,03 | 32 | 72,22 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 344.553 | 0,68 | 81.873 | -5,41 | ||||
| 2026-04-29 | 13F | Latko Wealth Management, Ltd. | 107.469 | 2,02 | 25.537 | -4,15 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 5.421 | 1.288 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 24.857 | 6,70 | 5.906 | 0,24 | ||||
| 2026-04-28 | 13F | National Mutual Insurance Federation of Agricultural Cooperatives | 2.691.000 | 2,16 | 639.435 | -4,02 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 201.639 | 2,31 | 47.913 | -3,88 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 118.730 | 1,74 | 28.213 | -4,41 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 8.014 | 3,94 | 1.904 | -2,36 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 3.655 | 176,06 | 868 | 159,88 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 42.186 | 0,04 | 10.024 | -6,01 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 85.718 | 5,00 | 21.680 | 7,47 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 8.534 | 2.028 | ||||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 55.663 | 15,74 | 13.227 | 8,73 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 409.200 | 34,03 | 97.234 | 25,92 | |||
| 2026-04-29 | 13F | Warner Group LLC | 20.529 | 11,93 | 4.878 | 5,17 | ||||
| 2026-04-21 | 13F | BankPlus Wealth Management LLC | 12.867 | 19,49 | 3.060 | 12,26 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 2.821 | 22,28 | 670 | 14,92 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 29.445 | 19,51 | 6.997 | 12,28 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 4.454 | 13,48 | 1.058 | 6,65 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 1.845 | 7,83 | 0 | |||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 17.070 | 16,64 | 4.056 | 9,59 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 33.483 | 10,08 | 7.956 | 3,43 | ||||
| 2026-04-29 | 13F | Ascent Advisors, LLC | 26.567 | 6.313 | ||||||
| 2026-04-21 | 13F | Dougherty & Associates, LLC | 10.229 | 1,07 | 2.431 | -5,04 | ||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 24.336 | 5,45 | 5.783 | -0,94 | ||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 6.207 | 8,04 | 1.486 | 2,41 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 21.964 | 5.219 | ||||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 1.071 | 255 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 12.851 | 8,23 | 3.053 | 1,67 | ||||
| 2026-05-15 | 13F | Gould Capital, LLC | 306 | 8,13 | 73 | 1,41 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 22.748 | 26,93 | 5.405 | 19,26 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 10.012 | 5,27 | 2.379 | -1,08 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 20.618 | 24,96 | 4.905 | 17,55 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 2.056 | 100,19 | 488 | 88,42 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 94.563 | 6,58 | 22.470 | 0,13 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 201 | 28,85 | 48 | 20,51 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 1.597 | 0,13 | 379 | -5,96 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 1.208 | 47,68 | 305 | 50,99 |
