Estatísticas Básicas
| Proprietários Institucionais | 3973 total, 3766 long only, 70 short only, 137 long/short - change of 1.90% MRQ |
| Preço da Ação | 734.07 |
| Alocação Média no Portfólio | 1.8234 % - change of -9.57% MRQ |
| Ações Institucionais (Longas) | 236,567,702 (ex 13D/G) - change of -18.14MM shares -7.12% MRQ |
| Valor Institucional (Longa) | $ 128,048,426 USD ($1000) |
Propriedade Institucional e Acionistas
Invesco QQQ Trust, Series 1 (KZ:QQQ_KZ) tem 3973 proprietários e acionistas institucionais que enviaram os formulários 13D/G ou 13F para a Comissão de Valores Mobiliários (SEC). Essas instituições possuem um total de 236,567,702 ações. Os maiores acionistas incluem Jane Street Group, Llc, Susquehanna International Group, Llp, Susquehanna International Group, Llp, Citadel Advisors Llc, Jane Street Group, Llc, Alkeon Capital Management Llc, Morgan Stanley, Citadel Advisors Llc, Barclays Plc, and Bank Of America Corp /de/ .
Invesco QQQ Trust, Series 1 (KAS:QQQ_KZ) a estrutura de propriedade institucional mostra as posições atuais na empresa por instituições e fundos, bem como as últimas mudanças no tamanho da posição. Os principais acionistas podem incluir investidores individuais, fundos mútuos, fundos de cobertura ou instituições. O Schedule 13D indica que o investidor possui (ou possuía) mais de 5% da empresa e pretende (ou pretendia) buscar ativamente uma mudança na estratégia de negócios. O Schedule 13G indica um investimento passivo de mais de 5%.
The share price as of June 5, 2026 is 734.07 / share. Previously, on June 12, 2025, the share price was 535.91 / share. This represents an increase of 36.98% over that period.
Pontuação do Sentimento do Fundo
A Pontuação do Sentimento do Fundo (anteriormente conhecida como Pontuação de Acumulação de Propriedade) identifica as ações que estão sendo mais compradas pelos fundos. É o resultado de um modelo quantitativo sofisticado e multifatorial que identifica empresas com os maiores níveis de acumulação institucional. O modelo de pontuação utiliza uma combinação do aumento total em proprietários divulgados, as mudanças nas alocações de portfólio desses proprietários e outras métricas. O número varia de 0 a 100, com números mais altos indicando um nível maior de acumulação em relação aos seus pares, sendo 50 a média.
Frequência de Atualização: Diariamente
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Arquivamentos 13F e NPORT
Detalhes sobre Formulários 13F são gratuitos. Detalhes sobre Formulários NP requerem uma assinatura premium. Linhas verdes indicam novas posições. Linhas vermelhas indicam posições fechadas. Clique no ícone de link para ver o histórico completo de transações.
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Load All| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-23 | 13F | Emerald Advisors, LLC | 1,599 | 4.58 | 923 | -1.81 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 5,653 | 0.05 | 3,263 | -5.99 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 182,913 | -0.63 | 105,574 | -6.64 | ||||
| 2026-05-14 | 13F | Ted Buchan & Co | 1,337 | -2.19 | 772 | -8.10 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 1,435 | 8.22 | 829 | 0.36 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 6,077 | 7.56 | 3,508 | 1.07 | ||||
| 2026-05-13 | 13F | Lynch Investment Planning, LLC | 2,422 | -1.58 | 1,398 | -7.54 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 29,633 | 2.59 | 17,104 | -3.61 | ||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 270 | 0.00 | 156 | -6.06 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 3,426 | 0.00 | 1,977 | -6.04 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 3,043 | 1,756 | ||||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | Put | 8,000 | -20.00 | 4,617 | -24.84 | |||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 2,537 | 0.00 | 1,464 | -6.03 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 33 | 0.00 | 19 | -5.00 | ||||
| 2026-04-24 | 13F | Cannon Advisors, Inc. | 15,315 | 2.29 | 8,839 | -4.70 | ||||
| 2026-01-22 | 13F | AllGen Financial Advisors, Inc. | 12,544 | 13.37 | 7,706 | 15.99 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 721 | 0.00 | 416 | -5.88 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 182 | 0.55 | 105 | -5.41 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 770 | 0.00 | 511 | 8.03 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 49,960 | -1.50 | 30,692 | 0.79 | ||||
| 2026-04-08 | 13F | Eastover Investment Advisors LLC | 1,475 | -3.28 | 851 | -9.08 | ||||
| 2026-05-05 | 13F | Correct Capital Wealth Management | 1,916 | -1.54 | 1,106 | -7.53 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 36,854 | 24.68 | 22,640 | 26.96 | ||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 6 | 0.00 | 3 | 0.00 | ||||
| 2026-05-04 | 13F | Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 11,642 | -12.31 | 6,720 | -17.72 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 855 | -1.16 | 493 | -7.16 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 497 | 0.00 | 287 | -6.23 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management Services Ltd | 10,000 | 0.00 | 5,772 | -6.06 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 3,242 | 1.38 | 1,871 | -4.74 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 1,256 | 0.00 | 725 | -6.10 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 9,874 | 2.28 | 5,699 | -3.91 | ||||
| 2026-05-06 | 13F | Ceera Investments, Llc | 2,725 | 40.39 | 1,573 | 31.88 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 41,200 | 0.49 | 23,666 | -6.04 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 823 | -43.55 | 475 | -46.93 | ||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 385 | 0.00 | 0 | |||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 60,737 | -27.52 | 35,056 | -31.90 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | Call | 200 | 115 | |||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 12,478 | -10.37 | 7,202 | -15.79 | ||||
| 2026-04-24 | 13F | Optas, LLC | 2,167 | 152.56 | 1,251 | 137.64 | ||||
| 2026-05-14 | 13F | Foster Dykema Cabot & Partners, Llc | 1,615 | 0.00 | 932 | -6.05 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 3,502 | 9.16 | 2,021 | 2.59 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 20,131 | 0.31 | 11,620 | -5.67 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 10 | 6 | ||||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 16,030 | -6.05 | 9,252 | -11.74 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 1,270 | -52.86 | 733 | -55.71 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 412 | 32.05 | 0 | |||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 899 | 0.00 | 1 | |||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 14,424 | 21.39 | 9,832 | 33.28 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 756,926 | -16.40 | 436,883 | -21.45 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 1,954 | -32.76 | 1,128 | -36.86 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 431 | 0.23 | 249 | -6.06 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 2,095 | -24.50 | 1,209 | -29.11 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 7,891 | 4.50 | 4,554 | -1.81 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 7,271 | 0.92 | 4,197 | -5.20 | ||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 2,531 | 1,556 | ||||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 352 | 203 | ||||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | Put | 2,300 | 1,328 | |||||
| 2026-05-15 | 13F | Moore Capital Management, Lp | Put | 284,900 | -33.96 | 164,439 | -37.95 | |||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 4,789 | -6.26 | 2,764 | -11.95 | ||||
| 2026-05-15 | 13F | Moore Capital Management, Lp | Call | 501,900 | 289,687 | |||||
| 2026-05-12 | 13F | Teachers Insurance & Annuity Association Of America | 349 | -19.77 | 201 | -24.72 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 2,150 | 2.77 | 1,548 | 20.39 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 1,826 | 23.55 | 1,054 | 15.97 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 35,004 | -1.69 | 21,359 | -2.35 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 6,499,473 | -13.65 | 3,751,366 | -18.87 | ||||
| 2026-05-14 | 13F | Permanent Capital Management, LP | 1,423 | -34.51 | 950 | -28.79 | ||||
| 2026-04-21 | 13F | Dougherty Wealth Advisers LLC | 9,272 | -64.13 | 5,352 | -66.30 | ||||
| 2026-05-15 | 13F | Amussen Hunsaker Associates Llc | 7,683 | -0.84 | 4,436 | -6.81 | ||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 3,716 | -6.70 | 2,145 | -12.35 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 1,821 | -26.48 | 1,051 | -30.97 | ||||
| 2026-05-04 | 13F | H&H Retirement Design & Management INC | 621 | 0.00 | 419 | 7.73 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 3,599 | 23.21 | 2,077 | 15.77 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 728 | -4.34 | 420 | -10.06 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 14,241 | -1.43 | 8,219 | -7.39 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | Call | 737 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | Call | 3,336,300 | -44.64 | 1,925,646 | -47.98 | |||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | Put | 2,898,000 | -42.16 | 1,672,668 | -45.66 | |||
| 2026-04-22 | 13F | tru Independence LLC | 650 | 375 | ||||||
| 2026-04-21 | 13F | Yardley Wealth Management LLC | 508 | -23.49 | 293 | -28.01 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 384,148 | -3.38 | 221,723 | -9.22 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 2,228 | 22.62 | 1,286 | 15.14 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 3,586 | 28.48 | 2,070 | 20.71 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 1,351 | -16.50 | 780 | -21.55 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 471 | 0.00 | 272 | -6.23 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 736 | 0.14 | 425 | -5.99 | ||||
| 2026-04-22 | 13F | J. Team Financial, Inc. | 12,019 | 9.10 | 6,937 | 2.50 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 49,693 | 0.35 | 28,682 | -5.72 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 264 | -45.68 | 152 | -49.50 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 2,146 | 5.61 | 1,239 | -0.80 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-23 | 13F | Lazari Capital Management, Inc. | 3,193 | 0.25 | 1,843 | -5.83 | ||||
| 2026-02-12 | 13F | Pinnacle Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 695 | 0.00 | 455 | 4.84 | ||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 1,432 | -2.59 | 826 | -8.43 | ||||
| 2026-05-15 | 13F | Fullerton Fund Management Co Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 41,675 | -4.05 | 24,054 | -9.85 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 11,465 | 49.77 | 6,617 | 40.73 | ||||
| 2026-04-17 | 13F | Clear Trail Advisors, LLC | 3,859 | -4.00 | 2,227 | -9.80 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 5,503 | 1.25 | 3,176 | -4.85 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 1,932 | -56.40 | 1 | -50.00 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | Call | 313,300 | 135.21 | 180,830 | 120.99 | |||
| 2026-05-06 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 53,250 | -24.73 | 30,735 | -29.29 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | Put | 138,500 | -55.18 | 79,939 | -57.89 | |||
| 2026-05-14 | 13F | Marshall Wace, Llp | 107,521 | 205.62 | 62,059 | 187.15 | ||||
| 2026-05-15 | 13F | Shepherd Kaplan Krochuk, Llc | 932 | 1.30 | 538 | -4.78 | ||||
| 2026-04-21 | 13F | WT Wealth Management | 3,250 | 11.57 | 1,876 | 4.81 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 1,770 | -43.95 | 1,022 | -47.37 | ||||
| 2026-05-12 | 13F | Chesapeake Asset Management Llc | 1,836 | 0.00 | 1,060 | -6.03 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 25,527 | -2.73 | 14,734 | -8.61 | ||||
| 2026-04-21 | 13F | Trevian Wealth Management LLC | 602 | 0.00 | 348 | -5.96 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 2,972 | 13.18 | 1,715 | 6.39 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 8,355 | 1.72 | 4,822 | -4.44 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 6,177 | 6.19 | 3,565 | -0.22 | ||||
| 2026-05-14 | 13F | Bleichroeder LP | 4,640 | 0.00 | 2,678 | -6.04 | ||||
| 2026-05-12 | 13F | Ruggiero Investments, Inc. | 12,407 | -49.63 | 7,161 | -52.67 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 3,020 | 0.00 | 1,743 | -6.04 | ||||
| 2026-05-14 | 13F | Marathon Trading Investment Management LLC | 862 | -90.98 | 498 | -91.54 | ||||
| 2026-05-01 | 13F | Farrow Financial Inc. | 4,676 | 0.15 | 2,699 | -5.93 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 68,691 | -68.91 | 39,647 | -70.79 | ||||
| 2026-05-06 | 13F | BOCHK Asset Management Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | Put | 346 | 41.22 | |||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-22 | 13F | Ohio National Investments, Inc. | 179,026 | 0.00 | 103,330 | -6.04 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 832 | 1.34 | 480 | -4.76 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 1,938 | 230.72 | 1,119 | 211.42 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 21,688 | -0.98 | 12,518 | -6.97 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 1,480 | -18.82 | 854 | -24.82 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 67,694 | -34.23 | 39,030 | -38.28 | ||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 1,399 | 10.42 | 807 | 3.73 | ||||
| 2026-01-21 | 13F | Jacobson & Schmitt Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 3,884 | 0.00 | 2,386 | 2.32 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 888 | -1.44 | 513 | -7.41 | ||||
| 2026-04-08 | 13F | Significant Wealth Partners LLC | 1,779 | -9.19 | 1,027 | -14.71 | ||||
| 2026-05-15 | 13F | Cavalier Investments, LLC | Call | 1,300,000 | 157.83 | 750,334 | 142.25 | |||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 7,158 | 1.33 | 4,131 | -4.79 | ||||
| 2026-05-15 | 13F | Cavalier Investments, LLC | 103,144 | 258.97 | 59,533 | 237.29 | ||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 14,290 | -3.23 | 8,248 | -9.07 | ||||
| 2026-01-29 | 13F | Comerica Bank | 137,523 | -4.39 | 84,482 | -2.17 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 9,509 | -0.68 | 5,488 | -6.68 | ||||
| 2026-05-07 | 13F | First National Trust Co | 7,743 | -0.83 | 4,469 | -6.82 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 605 | -97.70 | 349 | -97.84 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 7,546 | 1.36 | 4 | 0.00 | ||||
| 2026-04-13 | 13F | BFI Infinity Ltd. | 766 | -95.93 | 442 | -96.18 | ||||
| 2026-05-15 | 13F | Cavalier Investments, LLC | Put | 1,250,000 | 253.41 | 721,475 | 232.05 | |||
| 2026-05-01 | 13F | Consilio Wealth Advisors, Llc | 13,503 | -57.06 | 7,793 | -59.66 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 2,161 | -23.59 | 1,247 | -28.21 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 1,786 | 1.02 | 1,170 | 5.79 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 12,727 | -0.58 | 7,346 | -6.59 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | Put | 115 | -5.74 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 850,685 | 1.13 | 491 | -5.04 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 12,584 | 13.74 | 7,263 | 6.87 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 415 | -22.72 | 240 | -27.36 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 542 | 46.09 | 313 | 37.89 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 7,695 | 890.35 | 4,443 | 831.45 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 35,708 | -20.05 | 25,521 | -7.28 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 186,155 | 3.38 | 107,445 | -2.86 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | Call | 1,200 | 693 | |||||
| 2026-04-22 | 13F | Hartmann Taylor Wealth Management, LLC | 1,022 | 0.00 | 590 | -6.06 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 977 | -1.31 | 564 | -7.40 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 6,560 | -2.40 | 3,786 | -8.28 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 498 | -20.45 | 287 | -25.26 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 9,318 | -14.65 | 5,378 | -19.80 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 97,210 | 0.35 | 56,108 | -5.71 | ||||
| 2026-04-13 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 3,563 | 3.70 | 2,056 | -2.56 | ||||
| 2026-05-04 | 13F | IFC Advisors LLC | 476 | -17.36 | 275 | -22.38 | ||||
| 2026-05-14 | 13F | Miura Global Management, LLC | Put | 40,000 | -77.46 | 22,572 | -79.30 | |||
| 2026-05-15 | 13F | Pitti Group Wealth Management, LLC | 1,114 | -0.09 | 643 | -5.99 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 2,633 | 0.00 | 1,520 | -6.06 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 27,920 | -8.49 | 16,115 | -14.02 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 24,869 | 1.44 | 14 | -6.67 | ||||
| 2026-05-18 | 13F | Twin Lakes Capital Management, LLC | 853 | 0.12 | 492 | -5.93 | ||||
| 2026-05-15 | 13F | CSM Advisors, LLC | 153,111 | -20.49 | 88 | -25.42 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 7,222 | 0.89 | 4,168 | -5.21 | ||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 4,110 | 20.39 | 2,372 | 13.11 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | Call | 0 | -100.00 | 0 | ||||
| 2026-02-23 | 13F | Leonteq Securities AG | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-02-17 | 13F | Peloton Wealth Strategists | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Summa Corp. | 1,796 | -2.71 | 1,037 | -8.64 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 18,440 | -31.44 | 10,643 | -35.58 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 599 | 0.00 | 346 | -6.25 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 7,141 | -4.43 | 4,122 | -9.55 | ||||
| 2026-05-05 | 13F | Freedom Day Solutions, LLC | 515 | 0.00 | 297 | -6.01 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 9,745 | 8.63 | 5,625 | 2.07 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 409 | 236 | ||||||
| 2026-02-17 | 13F | Atom Investors LP | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | James Investment Research Inc | 2,015 | -1.71 | 1,163 | -7.63 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 1,725 | 3.54 | 995 | -2.74 | ||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 1,185 | -10.30 | 684 | -15.78 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 2,904 | -20.96 | 1,676 | -25.71 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 1,131 | -1.57 | 653 | -7.52 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 2,103 | 10.45 | 1,214 | 3.85 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 1,209 | -11.88 | 698 | -17.22 | ||||
| 2026-05-15 | 13F | Permanens Capital L.P. | 2,204 | 99.46 | 1,272 | 87.46 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 2,103 | -87.50 | 1,214 | -49.67 | ||||
| 2026-05-12 | 13F | Tufton Capital Management | 614 | -0.32 | 0 | |||||
| 2026-05-12 | 13F | Vines Capital Management, LLC | 6,138 | -0.52 | 3,543 | -6.54 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 54,457 | 3.04 | 33,454 | 5.30 | ||||
| 2026-04-08 | 13F | Heritage Family Offices, LLP | 623 | -0.16 | 360 | -6.27 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 2,608 | -27.25 | 1,505 | -31.65 | ||||
| 2026-04-21 | 13F | Fulcrum Wealth Advisors, Llc | 586 | 0.00 | 338 | -5.85 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 1,688 | 13.44 | 974 | 6.68 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 223,759 | 7.97 | 129,150 | 1.44 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 170,245 | -32.91 | 98,262 | 63,294.84 | ||||
| 2026-04-09 | 13F | Wincap Financial Llc | 610 | 0.00 | 352 | -6.15 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 1,545 | -1.65 | 892 | -7.67 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 1,233 | -1.99 | 712 | -7.90 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 50,322 | 1,007.19 | 30,914 | 1,033.17 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 44,576 | -5.56 | 25,728 | -9.64 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 927 | 27.51 | 535 | 19.96 | ||||
| 2026-05-12 | 13F | ESG Planning | 607 | 351 | ||||||
| 2026-04-03 | 13F | Investors Research Corp | 417 | 0.24 | 241 | -5.88 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 1,191 | 0.17 | 687 | -5.89 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 630 | 0.00 | 364 | -5.96 | ||||
| 2026-05-08 | 13F | Dash Acquisitions Inc. | 4,405 | 1.87 | 2,849 | 8.78 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 11,277 | 1.54 | 6,509 | -4.60 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 1,105 | 1.84 | 638 | -4.35 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 3,780 | -60.36 | 2,182 | -62.77 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 234,335 | 32.08 | 135,253 | 24.09 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 31,407 | 1.60 | 20,378 | 6.98 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 2,353 | 1.29 | 1,358 | -4.84 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 23,898 | -0.99 | 13,793 | -6.98 | ||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 35,004 | -0.53 | 20,204 | -6.54 | ||||
| 2026-05-15 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 1,964 | -51.08 | 1,134 | -54.06 | ||||
| 2026-05-15 | 13F | Bluefin Capital Management, Llc | Put | 45,000 | -63.27 | 669 | -15.01 | |||
| 2026-05-04 | 13F | Mosaic Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Agf Management Ltd | 16,648 | -6.85 | 9,609 | -12.49 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 1,013 | 120.22 | 592 | 109.93 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 2,685 | 63.52 | 1,550 | 53.67 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 2,218 | -18.40 | 1,280 | -23.31 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 71,039 | -7.14 | 41,003 | -12.75 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 23,158 | -0.85 | 13,367 | -6.84 | ||||
| 2026-05-14 | 13F | Lighthouse Investment Partners, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 598 | -9.26 | 345 | -14.60 | ||||
| 2026-05-13 | 13F | Capital CS Group, LLC | 1,134 | -76.64 | 655 | -78.06 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | Call | 400 | 0.00 | 231 | -6.12 | |||
| 2026-05-16 | 13F | Opal Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 36,206 | -4.92 | 20,898 | -10.67 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 52,760 | -4.68 | 30,452 | -10.44 | ||||
| 2026-05-08 | 13F | Tower Wealth Partners, Inc. | 4,182 | 0.97 | 2,414 | -5.15 | ||||
| 2026-05-15 | 13F | Bluefin Capital Management, Llc | Call | 93,300 | 6.63 | 15 | -93.30 | |||
| 2026-05-15 | 13F | Bluefin Capital Management, Llc | 4,000 | -91.12 | 2,309 | -91.65 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 34,975 | 0.04 | 20,187 | -6.01 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 16,867 | -25.85 | 9,735 | 74,776.92 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 42,413 | 224.63 | 24,480 | 205.03 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 13,670 | -1.92 | 7,890 | -7.85 | ||||
| 2026-05-08 | 13F | Searle & Co. | 9,364 | 0.00 | 5,405 | -6.05 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 14,080 | 4.47 | 8,127 | -1.85 | ||||
| 2026-04-23 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 6,148 | -1.01 | 3,549 | 168.58 | ||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 45,929 | 9.60 | 26,959 | 4.72 | ||||
| 2026-02-09 | 13F | V. M. Manning & Co., Inc. | 979 | 601 | ||||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 72,964 | -2.28 | 42,113 | -8.19 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 1,649 | 0.00 | 952 | -6.03 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 926 | 1.87 | 535 | -4.30 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 26,972 | -5.84 | 15,567 | -11.53 | ||||
| 2026-05-14 | 13F | Glenorchy Capital Ltd | Put | 2,265,800 | 11.14 | 1,307,774 | 4.42 | |||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 4,051 | -0.07 | 2,338 | -6.10 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 4,367 | 7.61 | 2,520 | 1.12 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 10,732 | 3.26 | 6 | 0.00 | ||||
| 2026-04-10 | 13F | Salvus Wealth Management, LLC | 589 | 18.99 | 340 | 11.88 | ||||
| 2026-05-01 | 13F | TLW Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 6,204 | 3.54 | 3,581 | -2.72 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 27,109 | 0.87 | 15,647 | -5.22 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Constant Guidance Financial LLC | 18,385 | 10,612 | ||||||
| 2026-05-04 | 13F | Bank Hapoalim Bm | 63,420 | -48.88 | 37 | -52.63 | ||||
| 2026-04-14 | 13F | Legacy Trust | 1,292 | 0.00 | 746 | -6.05 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 15,361 | 25.52 | 8,866 | 17.95 | ||||
| 2026-04-08 | 13F | Icapital Wealth Llc | 5,817 | -15.79 | 3,357 | -20.90 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 111,706 | 2.67 | 64,474 | -3.53 | ||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 501 | -8.58 | 289 | -13.99 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 9,601 | -3.94 | 5,541 | -9.74 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 9,720 | -0.41 | 5,610 | -6.42 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 15,599 | 7.24 | 9,003 | 0.76 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 1,335 | 0.00 | 770 | -5.98 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 4,169 | 3.45 | 2,406 | -2.79 | ||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 1,585 | -15.51 | 915 | -20.66 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 20,336 | -9.13 | 11,738 | -14.61 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-28 | 13F | Corecam Pte. Ltd. | Put | 0 | -100.00 | 0 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 31,498 | 0.79 | 18,180 | -5.31 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 22,881 | -0.31 | 13,207 | -6.34 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 7,464 | 25.87 | 4,308 | 18.25 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 30,101 | -0.41 | 17,374 | -6.44 | ||||
| 2026-05-14 | 13F | Rare Wolf Capital LLC | 647 | 0.00 | 373 | -6.05 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 19,505 | 7.15 | 11,982 | 9.64 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 107,892 | 526.11 | 71,378 | 561.45 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1,325,658 | -2.99 | 765,147 | -8.86 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 262,925 | -1.88 | 151,755 | -7.81 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | Put | 100 | 1 | |||||
| 2026-05-15 | 13F | Toroso Investments, LLC | Call | 1,445,000 | 6,438.46 | 834,025 | 6,043.38 | |||
| 2026-05-07 | 13F | Vision Retirement, LLC | 86,038 | 0.45 | 49,659 | -5.62 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 2,529 | -0.04 | 1,460 | -6.11 | ||||
| 2025-12-15 | 13F/A | Mirabella Financial Services Llp | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | White Pine Investment CO | 13,355 | 6.08 | 8 | 0.00 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | Put | 736,800 | 3,233.94 | 425,266 | 3,032.48 | |||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 27,888 | -4.20 | 16,903 | -6.42 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 69,621 | 8.42 | 40,184 | 1.86 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 497 | 0.00 | 287 | -6.23 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 597 | -1.65 | 345 | -7.53 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 111 | 64 | ||||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 5,050 | -5.61 | 2,915 | -11.32 | ||||
| 2026-05-13 | 13F | Lavaca Capital Llc | Put | 5,500 | 0.00 | 3,174 | -6.04 | |||
| 2026-05-12 | 13F | Focused Alpha, Llc | 2,193 | 0.60 | 1,266 | -5.53 | ||||
| 2026-04-15 | 13F | Ai Financial Services Llc | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | North Forty Two & Co. | 377 | 0.00 | 218 | -6.06 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 58,570 | 19.49 | 33,805 | 12.27 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 651 | 375 | ||||||
| 2026-04-15 | 13F | JP Wealth Management, Inc. | 18,646 | -1.83 | 10,762 | -7.76 | ||||
| 2026-05-15 | 13F | Summit Partners Public Asset Management, Llc | Put | 230,000 | 132,751 | |||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 9,306 | 0.11 | 5,371 | -5.94 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 4,519 | -44.26 | 2,608 | -47.63 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 753 | 16.20 | 435 | 9.05 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 6,578 | 6.91 | 3,796 | 0.45 | ||||
| 2026-04-24 | 13F | WHI TRUST Co LLC | 500 | 0.00 | 289 | -6.19 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 210 | 0.00 | 0 | |||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 3,033 | -54.77 | 1,751 | -57.51 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 3,213 | 2.32 | 1,854 | -3.84 | ||||
| 2026-05-15 | 13F | Concentric Capital Strategies, LP | 10,023 | 5,785 | ||||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 6,772 | -0.06 | 3,909 | -6.10 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 1,680 | 7.01 | 970 | 0.52 | ||||
| 2026-04-23 | 13F | 626 Financial, LLC | 409 | 15.54 | 236 | 8.76 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 569 | 1.43 | 328 | -4.65 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 1,668 | 465.42 | 963 | 431.49 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 108,810 | -14.46 | 62,803 | -19.64 | ||||
| 2026-04-24 | 13F | Cane Capital Partners, LLC | 1,387 | 19.16 | 801 | 11.89 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 27,164 | -40.26 | 15,679 | -43.87 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 1,592 | -12.33 | 919 | -17.67 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 76,016 | 61.85 | 43,875 | 52.07 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 566 | -0.70 | 327 | -6.86 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | Call | 6,000 | -57.14 | 3,463 | -59.73 | |||
| 2026-04-21 | 13F | Barlow Wealth Partners, Inc. | 1,007 | 0.00 | 653 | 3.49 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | Put | 864,400 | -17.52 | 498,914 | -22.50 | |||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 1,863 | 4.43 | 1,144 | 6.82 | ||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 2,525 | -3.70 | 1,457 | -9.50 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 1,408 | 0.28 | 813 | -5.80 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 191,694 | -0.54 | 110,642 | -6.55 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 59,807 | 0.58 | 34,519 | -5.49 | ||||
| 2026-04-17 | 13F | Defined Wealth Management, Llc | 7,445 | -1.61 | 4,297 | -7.55 | ||||
| 2026-04-22 | 13F | Finley Financial, LLC | 24,001 | -0.97 | 13,853 | -6.96 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 9,639 | 12.66 | 5,563 | 5.84 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 3,931 | -5.78 | 2,269 | -11.51 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 15,425 | -78.06 | 8,903 | -79.39 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 5 | 3 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 15,623 | 13.88 | 9,017 | 7.00 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 3,826 | -3.09 | 2,209 | -8.95 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 25,209 | 7.88 | 14,594 | 1.62 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 1,849 | 4.29 | 1,067 | -1.93 | ||||
| 2026-05-19 | 13F/A | Anson Funds Management LP | Put | 15,000 | 8,658 | |||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 299 | 0.00 | 173 | -6.01 | ||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 550 | -11.15 | 317 | 4.97 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 1,886 | -0.11 | 1,089 | -6.13 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | Call | 11,100 | 0.00 | 6,407 | -6.04 | |||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 32 | -43.86 | 18 | -48.57 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | Put | 11,100 | 0.00 | 6,407 | -6.04 | |||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 55,406 | 10.63 | 31,979 | 3.95 | ||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 2,898 | 1,378.57 | 1,672 | 1,293.33 | ||||
| 2026-05-15 | 13F | Monarch Alternative Capital LP | Put | 900,000 | 519,462 | |||||
| 2026-05-15 | 13F | Moore Capital Management, Lp | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-14 | 13F | Fort Point Capital Partners LLC | 4,207 | 0.21 | 2,428 | -6.97 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 3,068 | -2.51 | 1,771 | -8.43 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 32,748 | 1.57 | 18 | -5.26 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 4,182 | -1.95 | 2,414 | -7.90 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 8,695 | -1.87 | 5,018 | -7.81 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 916 | 0.00 | 529 | -6.05 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 125,984 | -10.73 | 72,715 | -16.12 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 25,017 | 17.89 | 14,485 | 11.12 | ||||
| 2026-04-01 | 13F | Rowland & Co Investment Counsel/adv | 374 | 28.52 | 216 | 20.79 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 33,568 | 1.98 | 19,375 | -4.18 | ||||
| 2026-04-23 | 13F | Harbour Investment Management Llc | 347 | -11.93 | 200 | -17.36 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 1,077 | 0.00 | 621 | -6.05 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 5,628 | -4.14 | 3,248 | -9.93 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 1,257 | 10.65 | 874 | 25.39 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1,130,072 | -2.14 | 652,255 | -8.05 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 572 | -5.14 | 330 | -12.23 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 9,743 | 2.85 | 5,624 | -3.37 | ||||
| 2026-02-17 | 13F | Hotchkis & Wiley Capital Management Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 3,230 | 6.28 | 1,864 | -0.16 | ||||
| 2026-05-12 | 13F | Sivia Capital Partners, LLC | 1,054 | -43.00 | 608 | -46.43 | ||||
| 2026-05-13 | 13F | Concord Investment Counsel Inc. | 21,123 | -12.28 | 12,192 | -17.58 | ||||
| 2026-05-15 | 13F | Aristeia Capital Llc | Put | 275,000 | -72.91 | 158,724 | -74.54 | |||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 1,010 | 583 | ||||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 1,008 | 7.23 | 582 | 0.69 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 400 | -17.53 | 231 | -22.56 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 878 | 5.78 | 506 | -0.39 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 12,807 | 4.71 | 7,392 | -1.62 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 4,104 | 0.00 | 2,369 | -6.03 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 19,510 | 62.88 | 11,261 | 53.03 | ||||
| 2026-04-16 | 13F | CPR Investments Inc. | 8,799 | -58.06 | 5,078 | -60.60 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 1,306 | 15.37 | 754 | 8.35 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 1,127 | 9.74 | 650 | 3.17 | ||||
| 2026-04-23 | 13F | Conscious Wealth Investments, Llc | 3,362 | 70.06 | 2,143 | 81.53 | ||||
| 2026-05-11 | 13F | Investidor Profissional Gestao de Recursos Ltda. | Put | 144,300 | 227.95 | 83,287 | 208.14 | |||
| 2026-05-15 | 13F | Ascent Group, LLC | 1,660 | -3.04 | 958 | -8.85 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 18,120 | 5.28 | 10,459 | -1.08 | ||||
| 2026-04-23 | 13F | Johnson Wealth Management, LLC | 1,364 | 0.22 | 787 | -5.86 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 7,161 | -1.36 | 4,819 | 6.01 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 37,304 | 3.53 | 21,531 | -2.73 | ||||
| 2026-05-14 | 13F | Galaxy Digital Inc. | Put | 40,000 | 23,087 | |||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 2,699 | 160.02 | 1,558 | 144.43 | ||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 503 | 0.60 | 290 | -5.54 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 2,776 | 7.81 | 1,602 | 1.26 | ||||
| 2026-05-04 | 13F | Triglav Skladi, D.o.o. | 2,063 | -50.65 | 1,191 | -53.64 | ||||
| 2026-04-09 | 13F | Herbst Group, Llc | 14,264 | -4.95 | 8,233 | -10.69 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 545 | 0.00 | 315 | -5.99 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 83,261 | -7.17 | 48,056 | -4.46 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 709 | 0.00 | 409 | -5.98 | ||||
| 2026-04-21 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 765 | 0.00 | 442 | -5.97 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 20,253 | -0.18 | 11,690 | -6.22 | ||||
| 2026-02-17 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | TCM Advisors, LLC | 32,694 | -4.19 | ||||||
| 2026-05-15 | 13F | Journey Retirement Planning & Investment Management Llc | 365 | -60.37 | 211 | -62.83 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 15 | 0.00 | 9 | -11.11 | ||||
| 2026-05-18 | 13F | Anchor Capital Management Group Inc | 132,500 | -25.77 | 76,476 | -37.25 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 12,931 | -19.15 | 7,463 | -24.04 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 1,554 | 16.23 | 897 | 9.26 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 6,828 | 13.12 | 3,941 | 6.29 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | Put | 600 | 346 | |||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 4,410 | 99.10 | 2,545 | 87.13 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 5,013 | -24.67 | 2,894 | -29.23 | ||||
| 2026-05-12 | 13F | Pilgrim Partners Asia Pte Ltd | 61,200 | -7.55 | 35,323 | -13.14 | ||||
| 2026-05-12 | 13F | Pilgrim Partners Asia Pte Ltd | Call | 400 | 0 | |||||
| 2026-05-08 | 13F | Private Management Group Inc | 903 | -18.13 | 521 | -23.04 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 24,460 | 4.80 | 14,118 | -1.53 | ||||
| 2026-04-30 | 13F | Commons Capital, Llc | 993 | -12.43 | 573 | -17.82 | ||||
| 2026-05-01 | 13F | Van Cleef Asset Management,Inc | 2,644 | -1.49 | 1,526 | -7.40 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 88,767 | 2.89 | 51,234 | -3.33 | ||||
| 2026-05-11 | 13F | Mizuho Securities Usa Llc | 1,500 | 866 | ||||||
| 2026-05-14 | 13F | ExodusPoint Capital Management, LP | Put | 177,400 | -29.63 | 105,529 | -30.26 | |||
| 2026-04-09 | 13F | ASL Financial, LLC | 427 | -45.54 | 246 | -48.86 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | Put | 900 | 0.00 | 519 | -5.98 | |||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 1,937 | -12.83 | 1,118 | -18.11 | ||||
| 2026-05-11 | 13F | Rinkey Investments | 4,858 | 5.61 | 2,804 | -0.74 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 19,047 | -1.79 | 10,994 | -7.73 | ||||
| 2026-05-14 | 13F | ExodusPoint Capital Management, LP | 24,529 | 14,158 | ||||||
| 2026-05-15 | 13F | Amundi | 48,422 | 3.86 | 27,948 | -2.41 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 17,319 | 0.02 | 9,996 | -6.03 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 536 | -2.90 | 309 | -8.85 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 29,356 | -5.33 | 16,944 | -11.05 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 2,071 | 1.32 | 1,195 | -4.78 | ||||
| 2026-04-14 | 13F | Affiance Financial, LLC | 3,560 | 0.17 | 2,055 | -5.86 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 1,338 | 0.90 | 822 | 3.27 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 385 | -3.75 | 222 | -9.39 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 8,178 | -0.58 | 4,720 | -6.59 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 2,250 | 0.00 | 1,299 | -6.08 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 5,240 | 0.00 | 3,024 | -7.18 | ||||
| 2026-04-15 | 13F | Park Capital Management, LLC / WI | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Parkman Healthcare Partners LLC | Put | 0 | -100.00 | 0 | ||||
| 2026-05-14 | 13F | Aristides Capital LLC | 18,363 | 12.31 | 10,599 | 5.53 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 1,941 | 1.04 | 1,192 | 3.38 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 712 | 5.95 | 411 | -0.24 | ||||
| 2026-04-28 | 13F | BW Gestao de Investimentos Ltda. | Put | 100,000 | -66.67 | 57,718 | -68.68 | |||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 6,399 | 3.86 | 3,694 | -2.40 | ||||
| 2026-04-27 | 13F | F&V Capital Management, LLC | 3,591 | -6.75 | 2 | 0.00 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 23,810 | -6.47 | 13,743 | -12.12 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 15,902 | -18.09 | 9,178 | -23.04 | ||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 11,636 | -0.71 | 6,716 | -6.71 | ||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 19,664 | -11.47 | 11,350 | -16.82 | ||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 1,517 | 0.66 | 954 | 3.03 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 734 | 424 | ||||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 19,491 | 7.19 | 10,881 | -2.58 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 490 | 0.00 | 283 | -6.31 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 2,635 | -0.75 | 1,521 | -6.75 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 819 | 0.74 | 479 | -4.21 | ||||
| 2026-02-09 | 13F | LongView Asset Management LLC | 2,257 | -53.22 | 1,386 | -52.14 | ||||
| 2026-05-15 | 13F | Family Management Corp | 12,021 | -22.88 | 6,938 | -27.54 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 1,662 | 959 | ||||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 100,738 | 0.68 | 58,144 | -5.40 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 1,907 | -12.60 | 1,101 | -12.83 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 22,523 | 13.90 | 13,000 | 7.01 | ||||
| 2026-05-01 | 13F | Campbell Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 2,317 | 12.31 | 1,337 | 5.52 | ||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 905 | -8.12 | 523 | -13.72 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 1,222 | -5.12 | 705 | -10.87 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 11,665 | 1.57 | 7,166 | 3.92 | ||||
| 2026-02-17 | 13F | Parallax Volatility Advisers, L.P. | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-13 | 13F | Bradley & Co. Private Wealth Management, LLC | 3,563 | 0.00 | 2,057 | -6.03 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 2,271 | -3.32 | 1,311 | -9.22 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-12 | 13F | Culbertson A N & Co Inc | 1,027 | 9.61 | 593 | 2.96 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 73,275 | 0.69 | 42,293 | -5.40 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 27,889 | 9.69 | 16,097 | 3.06 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 6,283 | 34.94 | 3,626 | 26.78 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 5 | 3 | ||||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 16,491 | 9,518 | ||||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 1,423 | 0.28 | 879 | 1.04 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 4,711 | -1.36 | 2,719 | -7.33 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 16,913 | 127.66 | 9,775 | 114.20 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 27,382 | 147.13 | 15,805 | 132.21 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 3,359 | 0.18 | 1,939 | -5.92 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 20 | 33.33 | 12 | 22.22 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 6,417 | 0.88 | 3,704 | -5.22 | ||||
| 2026-05-05 | 13F | Gentry Private Wealth, Llc | 2,748 | -4.55 | 1,586 | -10.29 | ||||
| 2026-04-28 | 13F | LWM Advisory Services, LLC | 4,047 | -21.57 | 2,336 | -26.31 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 6,010 | 0.00 | 3,469 | -6.04 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 39,951 | -1.37 | 23,059 | -7.33 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 44,164 | -5.57 | 25,491 | -11.27 | ||||
| 2026-02-04 | 13F | Valeo Financial Advisors, LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-21 | 13F | PDS Planning, Inc | 2,014 | 16.96 | 1,162 | 9.93 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 2,980 | 0.07 | 1,720 | -6.01 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 16,576 | 9,567 | ||||||
| 2026-05-15 | 13F | M Wealth Management, LLC | 1,244 | 0.00 | 718 | -6.02 | ||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 4,123 | -28.40 | 2,380 | -32.74 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 14,305 | -6.75 | 8,257 | -12.38 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 21,196 | -4.65 | 13,021 | -2.43 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 1,407 | 10.70 | 812 | 3.97 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 1,352 | -89.12 | 780 | -89.78 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 13,922 | 20.99 | 8,036 | 13.68 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 6,508 | -48.52 | 3,756 | -51.63 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 27,774 | -0.82 | 16,031 | -6.82 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 8,572 | 18.15 | 4,948 | 11.02 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 118 | 0.00 | 68 | -5.56 | ||||
| 2026-04-28 | 13F | Wealth Management Resources, Inc. | 399 | 230 | ||||||
| 2026-05-05 | 13F | Regions Financial Corp | 71,662 | 6.88 | 41,362 | 0.42 | ||||
| 2026-04-21 | 13F | Torrey Growth & Income Advisors | 985 | 0.00 | 560 | -7.45 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 4,678 | 24.28 | 2,700 | 16.83 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 252 | -11.89 | 145 | -17.14 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 8,609 | -2.13 | 5 | -20.00 | ||||
| 2026-04-30 | 13F | Diversified Investment Strategies, LLC | 2,147 | 0.00 | 1,239 | -5.99 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | Call | 27,100 | -1.09 | 2,317 | -24.46 | |||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 479 | 3.46 | 276 | -2.82 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 4,235 | 78.17 | 2,444 | 65.69 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 15,445 | 1.31 | 8,915 | -4.82 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 31,469 | -0.30 | 18,164 | -6.32 | ||||
| 2026-04-24 | 13F | Client First Capital LLC | 76,863 | 0.84 | 44,364 | -5.25 | ||||
| 2026-05-11 | 13F | O'Neil Global Advisors, Inc. | 1,831 | 1,057 | ||||||
| 2026-05-07 | 13F | Advisor Resource Council | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-29 | 13F | Mycio Wealth Partners, Llc | 710 | 0.00 | 410 | -6.19 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 49,264 | -7.91 | 28,434 | -13.47 | ||||
| 2026-05-07 | 13F | American Asset Management Inc. | 1,110 | 117.65 | 641 | 104.47 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 11,582 | 1.21 | 6,685 | -4.91 | ||||
| 2026-05-19 | 13F | Kensington Investment Counsel, LLC | 9,106 | 2.90 | 5,256 | -3.33 | ||||
| 2026-04-14 | 13F | Bayshore Capital Advisors, LLC | 1,773 | 0.00 | 1,023 | -6.06 | ||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 654 | 0.00 | 377 | -5.99 | ||||
| 2026-05-05 | 13F | UBS Group AG | Call | 5,091,218 | 158.69 | 2,938,549 | 143.05 | |||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 17,386 | -24.83 | 10,101 | -28.91 | ||||
| 2026-04-23 | 13F | Narwhal Capital Management | 12,877 | 3.08 | 7,433 | -3.14 | ||||
| 2026-04-28 | 13F | Schear Investment Advisers, LLC | 687 | -66.11 | 397 | -68.19 | ||||
| 2026-05-05 | 13F | UBS Group AG | 6,119,863 | 2.65 | 3,532,263 | -3.56 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 26,231 | 3.03 | 15,140 | -3.20 | ||||
| 2026-05-04 | 13F | Gratus Wealth Advisors, LLC | 64,114 | -6.07 | 37,005 | -11.74 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 2,455 | -1.05 | 1,417 | -7.02 | ||||
| 2026-05-05 | 13F | UBS Group AG | Put | 6,901,300 | 92.86 | 3,983,292 | 81.20 | |||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 25,923 | 30.50 | 14,962 | 22.62 | ||||
| 2026-05-14 | 13F | Twin Tree Management, LP | Put | 65,300 | 326.80 | 37,690 | 301.03 | |||
| 2026-05-14 | 13F | Twin Tree Management, LP | Call | 427,700 | 1,216.00 | 246,860 | 1,136.46 | |||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 2,968 | -0.34 | 1,713 | -6.34 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 2,076 | 50.65 | 1,198 | 41.61 | ||||
| 2026-05-29 | 13F/A | Ramiah Investment Group | 945 | -93.28 | 545 | -93.69 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 21,339 | 46.56 | 12,316 | 37.70 | ||||
| 2026-05-11 | 13F | Carbahal Olsen Financial Services Group, LLC | 27,891 | -0.72 | 16,098 | -6.72 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 1,003 | -0.40 | 579 | -6.31 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 13,000 | 0.00 | 7,783 | 0.00 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 26,563 | 26.35 | 15,332 | 18.72 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 16,403 | -3.48 | 9,468 | -9.32 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 1,662 | 0.00 | 960 | -5.98 | ||||
| 2026-04-02 | 13F | McAlister, Sweet & Associates, Inc. | 19,906 | 11,489 | ||||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 1,863 | 1,075 | ||||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 837 | -10.48 | 511 | -11.15 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 4,560 | 1.99 | 2,632 | -4.19 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 60,777 | -17.78 | 35,080 | -22.75 | ||||
| 2026-05-15 | 13F | Saranac Partners Ltd | Put | 1,800 | 3,990.91 | 1,039 | 3,892.31 | |||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 119,311 | -18.91 | 68,864 | -23.81 | ||||
| 2026-05-15 | 13F | Lonestar Capital Management LLC | Put | 2,000 | -20.00 | 115,436 | -24.84 | |||
| 2026-04-29 | 13F | Latko Wealth Management, Ltd. | 13,458 | -1.67 | 7,768 | -7.61 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 4,025 | 10.88 | 2,323 | 4.17 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 56,430 | -4.95 | 32,570 | -10.70 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 88,301 | 1.37 | 50,966 | -4.76 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Sunesis Advisors, LLC | 1,306 | 0.00 | 754 | -6.11 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 2,632 | -3.13 | 1,519 | -8.99 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 367 | -1.61 | 212 | -7.86 | ||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 18,467 | 4.25 | 10,734 | -1.17 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 4,887 | 10.37 | 2,821 | 3.68 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 56,891 | -24.11 | 32,836 | -28.69 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1,484,321 | 3.72 | 856,720 | -2.36 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 375 | 0.00 | 216 | -6.09 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 562 | -31.30 | 325 | -35.46 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 14,698 | -2.87 | 8,483 | -8.75 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 9,130 | 7.24 | 5,270 | 0.75 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 30,581 | 1.58 | 17,664 | -4.48 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 1,038 | 599 | ||||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 20,273 | -9.85 | 11,702 | -15.30 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 416 | 23.08 | 240 | 15.94 | ||||
| 2026-04-15 | 13F | Krs Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 15,429 | -0.07 | 8,905 | -6.11 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 6,767 | -6.14 | 3,906 | -11.83 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 9,092 | 0.08 | 5,248 | -5.98 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 265,197 | -46.51 | 153,066 | -49.74 | ||||
| 2026-05-11 | 13F | F/M Investments LLC | 3,762 | 0.48 | 2,171 | -5.57 | ||||
| 2026-04-29 | 13F | Mirae Asset Securities (usa) Inc. | 519,624 | -0.24 | 299,917 | -6.27 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2,974,572 | -2.04 | 1,716,864 | -7.96 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 1,566 | 0.13 | 905 | -5.93 | ||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 1,079 | -2.44 | 623 | -8.39 | ||||
| 2026-05-11 | 13F | Lcnb Corp | 1,863 | 2.76 | 1,075 | -3.41 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 20,044 | -6.90 | 11,569 | -12.53 | ||||
| 2026-05-12 | 13F | Argentarii, LLC | 2,001 | -3.61 | 1,155 | -9.49 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 17,254,676 | -11.73 | 9,959,054 | -17.06 | ||||
| 2026-05-15 | 13F | Prosperitas Financial LLC | 16,805 | -4.02 | 9,699 | -9.82 | ||||
| 2026-04-10 | 13F | Smh Capital Advisors Inc | 201 | -42.24 | 201 | -6.07 | ||||
| 2026-05-14 | 13F | Cedrus Wealth Group LLC | 3,122 | 8.93 | 1,802 | 2.33 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 94,747 | -1.81 | 54,686 | -7.74 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 73,972 | -5.01 | 42,695 | -10.75 | ||||
| 2026-01-20 | 13F | Joule Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Legacy Wealth Management, Inc | 533 | 3.90 | 308 | -2.23 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 353 | 0.00 | 204 | -6.02 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 1,882 | 14.76 | 1 | 0.00 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 4,057 | 0.52 | 2 | 0.00 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 1,299 | -21.18 | 750 | -25.99 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 1,180 | 0.00 | 681 | -5.94 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 29,854 | 5.70 | 17,231 | -0.69 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 6,134 | -0.82 | 3,540 | -6.82 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 22 | 0.00 | 0 | |||||
| 2026-02-13 | 13F | Solstein Capital, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-05-01 | 13F | Welch & Forbes Llc | 10,091 | 2.83 | 5,824 | -3.38 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 17,319 | -3.05 | 9,997 | -8.90 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 160 | 2.56 | 92 | -3.16 | ||||
| 2026-04-29 | 13F | Investment Insight Wealth Management, LLC | 502 | 0.60 | 290 | -5.56 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 190,637 | 35.05 | 110,032 | 26.89 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | Call | 1,110,400 | -42.42 | 640,901 | -45.90 | |||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 623 | -15.24 | 360 | -20.40 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 6,605 | 0.00 | 3,812 | -6.04 | ||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 1,135 | -6.97 | 655 | -12.55 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 3,453 | -1.34 | 1,993 | -7.26 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 2,338 | -0.68 | 1,350 | -6.71 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 237 | 0.00 | 137 | -6.21 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 132 | 4.76 | 0 | |||||
| 2026-04-21 | 13F | Asset Planning Services Inc /la/ /adv | 1,182 | 3.14 | 1 | |||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 78,030 | 13.68 | 45,037 | 6.81 | ||||
| 2026-06-04 | 13F | Fischer Investment Strategies, Llc | 5,753 | -25.48 | 3,321 | -29.99 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 8,864 | 77.67 | 5,161 | 68.41 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 3,001 | 7.68 | 1,732 | 1.17 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 9,039 | 1.25 | 5,217 | -4.85 | ||||
| 2026-05-16 | 13F | Pine Ridge Advisers LLC | 142,803 | 0.06 | 82,423 | -5.99 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 786 | 2.75 | 454 | -3.41 | ||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 99,315 | -0.27 | 57,323 | -6.29 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 762 | 0.13 | 440 | -6.00 | ||||
| 2026-05-11 | 13F | Chaney Capital Management, Inc. | 31,405 | 3.87 | 18,127 | -2.41 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 4,639 | -25.17 | 2,678 | -29.70 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 206 | 2.49 | 119 | -4.07 | ||||
| 2026-05-15 | 13F | J. Goldman & Co LP | Put | 47,600 | -71.57 | 27,474 | -73.28 | |||
| 2026-05-08 | 13F | Glenview Trust Co | 8,405 | -3.49 | 4,851 | -9.33 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 22,244 | -1.04 | 12,841 | -7.02 | ||||
| 2026-03-09 | 13F/A | CI Private Wealth, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 76,477 | 6.12 | 44,141 | -0.30 | ||||
| 2026-05-15 | 13F | J. Goldman & Co LP | 876 | -94.41 | 506 | -94.76 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 2,311 | -2.45 | 1 | 0.00 | ||||
| 2026-05-12 | 13F | Matters Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | QVT Financial LP | 63,495 | 48.32 | 36,648 | 39.36 | ||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 4,218 | 2,434 | ||||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 481 | 0.00 | 277 | -7.97 | ||||
| 2026-04-14 | 13F | Foresight Capital Management Advisors, Inc. | 9,622 | -0.50 | 5,548 | -6.60 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 467 | 0.00 | 270 | -5.94 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 6,979 | -20.93 | 4,028 | -25.70 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 5,571 | -0.78 | 3,215 | -6.78 | ||||
| 2026-05-12 | 13F | Cornerstone Capital, Inc. | 981 | -56.34 | 566 | -58.99 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 11,509 | -8.02 | 6,642 | -13.64 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 65,744 | 1.54 | 37,946 | -4.60 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 10,361 | -5.13 | 5,980 | -10.85 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 6,495 | 0.78 | 3,749 | -5.33 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 37,122 | 0.84 | 21,426 | -5.26 | ||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 1,793 | -92.52 | 1,035 | -92.98 | ||||
| 2026-05-18 | 13F | Unconventional Investor, LLC | 1,045 | 52.33 | 603 | 43.23 | ||||
| 2026-04-15 | 13F | Massachusetts Wealth Management | 4,499 | -6.23 | 2,597 | -11.91 | ||||
| 2026-05-15 | 13F | CastleKnight Management LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-30 | 13F | DMG Group, LLC | 652 | 3.49 | 376 | -2.84 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 835 | 0.00 | 482 | -6.77 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 36 | 500.00 | 21 | 566.67 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 645 | 3.20 | 372 | -2.87 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 402 | -4.74 | 232 | -10.42 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 524 | -3.32 | 302 | -9.04 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 3,232 | 0.12 | 1,865 | -5.95 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 108,592 | 8.05 | 66,709 | 8.05 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 131,171 | -2.16 | 75,801 | -7.97 | ||||
| 2026-05-07 | 13F | Alchemi Wealth, LLC | 1,139 | -3.96 | 658 | -9.75 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management (Europe) Ltd | 3,138 | -1.63 | 1,811 | -7.55 | ||||
| 2026-04-16 | 13F | Ellsworth Advisors, LLC | 1,675 | 0.60 | 967 | -6.67 | ||||
| 2026-05-14 | 13F | Gamco Investors, Inc. Et Al | 14,196 | -1.72 | 8,193 | -7.65 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 1,354 | 79.58 | 781 | 69.05 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 632 | 0.16 | 0 | |||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 664 | -3.07 | 447 | 6.43 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 54,916 | -1.20 | 31,696 | -7.18 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 78,489 | -5.13 | 45,302 | -10.86 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 1,302,412 | -3.71 | 751,727 | -9.53 | ||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 645 | -1.07 | 373 | -7.00 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | Put | 500 | -16.67 | 8 | -98.10 | |||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 7,371 | -17.74 | 4,254 | -22.71 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 47,188 | -34.36 | 27,236 | -38.32 | ||||
| 2026-05-07 | 13F | Paradigm, Strategies in Wealth Management, LLC | 503 | -17.00 | 290 | -22.04 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 10,971 | 4.76 | 6,332 | -1.57 | ||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 4,135 | -0.36 | 2,387 | -6.39 | ||||
| 2026-04-29 | 13F | Solidarilty Wealth, LLC | 5,773 | 23.01 | 3,332 | 15.57 | ||||
| 2026-05-14 | 13F | Camarda Financial Advisors, LLC | 5,084 | -56.21 | 2,935 | -58.86 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 10,378 | 0.92 | 5,990 | -5.18 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 6 | 0.00 | 3 | 0.00 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 46,287 | 0.37 | 26,716 | -5.70 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 4,712 | 3.40 | 2,720 | -2.86 | ||||
| 2026-05-15 | 13F | DV Trading LLC | Call | 299,200 | 363.88 | 172,692 | 335.85 | |||
| 2026-05-08 | 13F | Align Financial, LLC | 2,070 | -99.84 | 1,195 | -6.06 | ||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 3,665 | -5.83 | 2,115 | -11.51 | ||||
| 2026-04-01 | 13F | Adelphi Trust Co | 861 | 11.38 | 497 | 4.64 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 506 | 146.83 | 292 | 133.60 | ||||
| 2026-05-05 | 13F | NerdWallet Wealth Partners, LLC | 781 | 29.52 | 451 | 21.62 | ||||
| 2026-04-17 | 13F | Kirr Marbach & Co Llc /in/ | 750 | 0.00 | 433 | -6.09 | ||||
| 2026-05-07 | 13F | Grandfield & Dodd, Llc | 628 | 0.00 | 362 | -5.97 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 12,160 | 4.48 | 7,019 | -1.83 | ||||
| 2026-05-06 | 13F | AIA Group Ltd | 827,892 | -14.65 | 477,843 | -19.81 | ||||
| 2026-04-29 | 13F | Koa Wealth Management, LLC | 940 | -4.95 | 543 | -10.71 | ||||
| 2026-04-10 | 13F | Sulzberger Capital Advisors, Inc. | 2,140 | -3.52 | 1,235 | -9.32 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 30,891 | 30.70 | 17,829 | 22.80 | ||||
| 2026-01-08 | 13F | Signet Financial Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 226,775 | -2.05 | 130,890 | -7.97 | ||||
| 2026-05-12 | 13F | Beaton Management Co. Inc. | 6,615 | -1.49 | 4 | -25.00 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 93 | 0.00 | 54 | -5.36 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 4,102 | -2.40 | 2,367 | -8.33 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 57,268 | 862.49 | 33,054 | 804.32 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 56,914 | 4.49 | 32,850 | -1.82 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 3,452 | -20.15 | 2 | -50.00 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 3,358 | -16.72 | 1,938 | -13.29 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | Put | 500 | 521 | |||||
| 2026-04-20 | 13F | YANKCOM Partnership | 730 | 0.00 | 421 | -6.03 | ||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 2,110 | 0.00 | 1,218 | -5.37 | ||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 23,222 | 0.92 | 13,404 | -5.19 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 22,699 | -29.30 | 13,102 | -33.57 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 8,913 | -60.76 | 5,145 | -63.14 | ||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | Put | 1,855 | -6.46 | |||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | Call | 289 | -96.37 | |||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 146,100 | -9.03 | 84,326 | -14.53 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 1,477 | 18.73 | 852 | 11.52 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 31,797 | 3.28 | 18,352 | -2.97 | ||||
| 2026-04-28 | 13F | Jacksonville Wealth Management, LLC | 23,181 | 8.64 | 13,380 | 2.07 | ||||
| 2026-05-15 | 13F | Eversept Partners, LP | Put | 238,700 | 6.09 | 137,773 | -0.32 | |||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 722 | -1.23 | 417 | -7.14 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 2,219 | -3.81 | 1,281 | -9.67 | ||||
| 2026-04-20 | 13F | Davis Investment Partners, LLC | 3,833 | 0.03 | 2,212 | -5.83 | ||||
| 2026-05-05 | 13F | Members Advisory Group LLC | 8,363 | -6.46 | 4,837 | -12.14 | ||||
| 2026-05-04 | 13F | Checchi Capital Advisers, LLC | Put | 252,500 | -47.54 | 145,738 | -50.71 | |||
| 2026-05-13 | 13F | Trajan Wealth LLC | 2,230 | 6.29 | 1,287 | -0.16 |
