Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Novartis AG - Depositary Receipt (Common Stock) incluem Wcm Investment Management, Llc, Dv Equities, Llc, SALT Holding Corp., Pegasus Asset Management, Inc., Dymon Asia Capital (singapore) Pte. Ltd., Cornerstone Planning, LLC, CMH Wealth Management LLC, DV Trading LLC, Tiaa-cref Individual & Institutional Services, Llc, DV Trading LLC, Madson Wealth Advisors Inc, Dickmeyer Boyce Financial Management, Inc., Davis Investment Partners, LLC, Colter Lewis Investment Partners LLC, Gateway Wealth Partners, LLC, Presilium Private Wealth, Llc, Advisor OS, LLC, Calamos Advisors LLC, ClearAlpha Technologies LP, e Hamilton Wealth, LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | DV Trading LLC | 9,668 | 1,477 | ||||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 55,225 | 0.38 | 8,436 | 11.21 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 47,517 | 392.86 | 7,258 | 446.12 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 22,643 | 121.86 | 3,459 | 145.77 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 53,072 | 12.07 | 8,107 | 24.17 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 6,658 | 4.67 | 1,017 | 15.44 | ||||
| 2026-05-11 | 13F | Citigroup Inc | Put | 300,000 | 45,825 | |||||
| 2026-05-11 | 13F | Citigroup Inc | 348,789 | 388.95 | 53,277 | 441.76 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 7,122 | 11.02 | 1,088 | 22.96 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 5,780 | 7.72 | 883 | 19.35 | ||||
| 2026-05-15 | 13F | Royal Capital Wealth Management, LLC | 1,394 | 213 | ||||||
| 2026-04-28 | 13F | Abel Hall, LLC | 14,499 | 16.78 | 2,215 | 29.40 | ||||
| 2026-04-10 | 13F | Naviter Wealth, LLC | 38,815 | 3.07 | 5,929 | 14.22 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 2,205 | 337 | ||||||
| 2026-04-28 | 13F | Hardy Reed LLC | 1,476 | 225 | ||||||
| 2026-05-11 | 13F | Coleford Investment Management Ltd. | 135,620 | 1.46 | 20,716 | 12.40 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 1,478 | 226 | ||||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 4 | 1 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 2,675 | 11.97 | 409 | 24.01 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 6,847 | 0.06 | 1,046 | 10.82 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 74,666 | 157.27 | 11,566 | 189.15 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 1,471 | 225 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 2,630 | 1.04 | 402 | 12.01 | ||||
| 2026-04-24 | 13F | Stegent Equity Advisors, Inc. | 4,343 | 63.52 | 663 | 81.15 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 875 | 2.34 | 134 | 13.68 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 4,557 | 4.47 | 665 | -2.49 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 45,745 | 0.01 | 6,307 | 7.52 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 120 | 15 | ||||||
| 2026-05-12 | 13F | Fiera Capital Corp | 139,111 | 11.86 | 21,249 | 23.93 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 2,555 | 73.81 | 372 | 83.66 | ||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 1,439 | 220 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 1,591 | 1.60 | 243 | 13.02 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 1,360 | 208 | ||||||
| 2026-04-15 | 13F | Albert D Mason Inc | 25,727 | 0.55 | 3,930 | 11.40 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 374 | 16.88 | 57 | 29.55 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 160,764 | 2.95 | 24,557 | 1.99 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 5,022 | 35.18 | 767 | 49.80 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 1,690 | 15.52 | 258 | 28.36 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 100 | 15 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 2,310 | 2.17 | 353 | 13.18 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 3,783 | 578 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 2,659 | 2.58 | 406 | 13.73 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 1,354 | 4.15 | 207 | 15.08 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 3,679 | 23.83 | 562 | 37.16 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 1,653 | 252 | ||||||
| 2026-05-15 | 13F | Parkwood LLC | 163,364 | 10.94 | 25 | 20.00 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 2,835 | 23.75 | 433 | 37.46 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 2,786,228 | 18.50 | 425,596 | 31.29 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 2,651 | 0.61 | 405 | 11.29 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 2,576 | 0.12 | 394 | 11.02 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 36,200 | 3.89 | 5,530 | 15.12 | ||||
| 2026-05-06 | 13F | Legacy Wealth Advisors, LLC | 1,769 | 270 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 189,167 | 0.40 | 28,895 | 11.24 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 28,041 | 8.35 | 4,285 | 20.06 | ||||
| 2026-05-14 | 13F | Epoch Investment Partners, Inc. | 1,525 | 233 | ||||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 1,405 | 215 | ||||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 4,187 | 1.43 | 640 | 12.30 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 138,600 | 306.45 | 21,171 | 350.35 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | 366,467 | 55,978 | ||||||
| 2026-04-08 | 13F | Cardinal Capital Management | 49,684 | 0.04 | 7,589 | 10.84 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 4,758 | 2.59 | 727 | 13.62 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 573 | 88 | ||||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 114,289 | 153.59 | 17,458 | 180.98 | ||||
| 2026-05-11 | 13F | Lcnb Corp | 9,248 | 0.46 | 1,413 | 11.27 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 22,113 | 0.26 | 3 | 0.00 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 2,896 | 25.97 | 442 | 39.87 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 3,342 | 0.63 | 510 | 11.60 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 4,962,794 | 9.10 | 758,067 | 20.87 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 2,820 | 38.37 | 431 | 53.57 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 941,818 | 6.14 | 143,863 | 17.60 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 19,091 | 0.71 | 2,916 | 11.60 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 43,765 | 6.54 | 6,685 | 18.05 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 1,405 | 215 | ||||||
| 2026-04-24 | 13F | Bayban | 229 | 30.86 | 35 | 41.67 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 470 | 65 | ||||||
| 2026-05-13 | 13F/A | Walleye Capital LLC | 13,734 | 1,373,300.00 | 2,098 | |||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 1,500 | 229 | ||||||
| 2026-05-13 | 13F/A | Walleye Capital LLC | Call | 144,800 | 14.11 | 22,118 | 26.42 | |||
| 2026-05-15 | 13F | Huntington National Bank | 40,680 | 109.32 | 6,214 | 131.91 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 48,906 | 0.67 | 7 | 16.67 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 1,874 | 286 | ||||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 16,986 | 0.75 | 2,595 | 11.62 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 1,067 | 720.77 | 163 | 852.94 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 1,321 | 202 | ||||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 30 | 5 | ||||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 1,626 | 248 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 74 | 11 | ||||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 3,441 | 25.08 | 526 | 38.52 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 11,225 | 1.05 | 1,715 | 11.95 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 69,383 | 0.39 | 10,598 | 11.23 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 41,816 | 12.95 | 6,387 | 25.14 | ||||
| 2026-04-10 | 13F | IAM Advisory, LLC | 16,567 | 2.26 | 2,531 | 13.30 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 3,096 | 28.15 | 473 | 41.74 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 6,153 | 4.18 | 940 | 15.36 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 22,962 | 3,507 | ||||||
| 2026-05-12 | 13F | Argentarii, LLC | 1,561 | 1.23 | 238 | 12.26 | ||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 4,170 | 23.45 | 637 | 36.77 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 22,246 | 11.33 | 3,398 | 23.38 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | Call | 160,000 | 348.18 | 24,440 | 396.65 | |||
| 2026-05-15 | 13F | Millennium Management Llc | Put | 15,800 | 105.19 | 2,413 | 127.43 | |||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 163 | 85.23 | 25 | 100.00 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 4,670 | 90.92 | 713 | 111.57 | ||||
| 2026-04-27 | 13F/A | Value Investment Professionals, LLC | 2,319 | 354 | ||||||
| 2026-05-15 | 13F | ClearAlpha Technologies LP | 3,735 | 571 | ||||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 6,697 | 15.78 | 1,023 | 28.36 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 22,574 | 10.09 | 3,448 | 21.97 | ||||
| 2026-04-28 | 13F | AdvisorShares Investments LLC | 7,810 | 1,193 | ||||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 12,225 | 1.26 | 1,867 | 12.20 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 38 | 375.00 | 6 | 400.00 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 4,286 | 33.94 | 655 | 48.30 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 23,915 | 7.60 | 3,653 | 19.22 | ||||
| 2026-05-04 | 13F | Syverson Strege & Co | 1,973 | 4.12 | 301 | 15.33 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 2,370 | 15.27 | 362 | 27.92 | ||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 1,505 | 0.33 | 230 | 11.17 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 50,553 | 10.12 | 7,722 | 21.99 | ||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 3,446 | 526 | ||||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 453 | 84.90 | 69 | 109.09 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 3,660 | 559 | ||||||
| 2026-04-24 | 13F | Mitchell & Pahl Private Wealth, Llc | 22,931 | 2.60 | 3,503 | 13.66 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 114 | 1.79 | 18 | 13.33 | ||||
| 2026-05-15 | 13F | Qtron Investments LLC | 9,702 | 0.05 | 1,482 | 10.85 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 12,778 | 34.68 | 1,952 | 49.16 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2,901 | 6.65 | 450 | 19.73 | ||||
| 2026-04-30 | 13F | Clear Street Markets Llc | 600 | 92 | ||||||
| 2026-04-09 | 13F | Lantz Financial LLC | 7,900 | 20.76 | 1,207 | 33.85 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 106,950 | 2.01 | 16,337 | 13.01 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 3,414 | 1.76 | 521 | 12.77 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 8,890 | 1.32 | 1,358 | 12.32 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2,949,760 | 5.05 | 450,576 | 16.38 | ||||
| 2026-05-15 | 13F | Wimmer Associates 1, Llc | 2,594 | 2.77 | 396 | 14.12 | ||||
| 2026-05-12 | 13F | Creative Planning | 528,814 | 20.47 | 80,776 | 33.47 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 166 | 93.02 | 25 | 127.27 | ||||
| 2026-04-21 | 13F | SmartHarvest Portfolios, LLC | 4,407 | 55.07 | 673 | 72.12 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 96 | 269.23 | 15 | 366.67 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 806 | 7.47 | 124 | 20.39 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,513 | 13.57 | 1,453 | 25.91 | ||||
| 2026-04-21 | 13F | Value Partners Investments Inc. | 12,121 | 10.09 | 1,852 | 21.86 | ||||
| 2026-05-07 | 13F | University Of Texas/texas Am Investment Managment Co | 21,341 | 451.30 | 3,260 | 511.44 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 2,992 | 2.71 | 457 | 13.97 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 1,088 | 1,548.48 | 166 | 1,744.44 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 2,501 | 0.81 | 382 | 11.70 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 2,399 | 1.91 | 366 | 12.96 | ||||
| 2026-05-08 | 13F | Bluebird Wealth Management LLC | 1,335 | 204 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 233,871 | 25.33 | 35,724 | 38.86 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 892 | 3.36 | 0 | |||||
| 2026-05-07 | 13F | Leith Wheeler Investment Counsel Ltd. | 1,445 | 221 | ||||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 3,892 | 14.74 | 595 | 27.19 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1,343 | 2.68 | 205 | 13.89 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 648 | 99 | ||||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1,176 | 180 | ||||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 1,480 | 204 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 9,073 | 1.70 | 1,386 | 12.69 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 71 | 14.52 | 11 | 25.00 | ||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 2,621 | 0.15 | 400 | 11.11 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 4,089 | 12.00 | 625 | 24.06 | ||||
| 2026-05-08 | 13F | Crestmont Private Wealth LLC | 1,957 | 18.46 | 299 | 31.28 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 5,025 | 30.11 | 768 | 44.17 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 158 | 24 | ||||||
| 2026-05-14 | 13F | Entropy Technologies, LP | 12,359 | 1,888 | ||||||
| 2026-05-05 | 13F | Mcdaniel Terry & Co | 3,325 | 4.92 | 508 | 16.28 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 64 | 10 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 10,643 | 1.32 | 1,626 | 12.22 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 2,186 | 1.91 | 301 | 9.45 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 296 | 9.23 | 45 | 21.62 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 1,669 | 1.95 | 255 | 12.89 | ||||
| 2026-04-15 | 13F | Blue Square Asset Management, Llc | 24,128 | 1.32 | 3,686 | 12.24 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 3,591 | 59.96 | 549 | 77.35 | ||||
| 2026-04-22 | 13F | Viewpoint Investment Partners Corp | 3,400 | 30.77 | 380 | 6.15 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 68,728 | 1,187.76 | 10,498 | 1,328.30 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 7,856 | 1,123 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 1,793,153 | 31.73 | 273,904 | 45.94 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 9,528 | 0.03 | 1,455 | 10.81 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 72 | 350.00 | 11 | 400.00 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 2,755 | 421 | ||||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 3,458 | 2.58 | 528 | 13.79 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 8,929 | 1.50 | 1,364 | 12.46 | ||||
| 2026-04-14 | 13F | Seven Mile Advisory | 4,023 | 1.54 | 615 | 12.45 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 145 | 22 | ||||||
| 2026-05-15 | 13F | Limestone Investment Advisors LP | Put | 1,400 | 214 | |||||
| 2026-05-15 | 13F | Limestone Investment Advisors LP | Call | 200 | 31 | |||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 140,620 | 17.16 | 21,480 | 29.81 | ||||
| 2026-05-12 | 13F | Voya Investment Management Llc | 31,740 | 15.46 | 4,848 | 27.92 | ||||
| 2026-05-15 | 13F | Credit Agricole S A | 5,636 | 861 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1,613 | 12.01 | 246 | 24.24 | ||||
| 2026-05-15 | 13F | Hayek Kallen Investment Management | 38,070 | 6 | ||||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 11,831 | 280.30 | 1,807 | 322.20 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 26,574 | 658.61 | 3,971 | 723.65 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 1,385 | 212 | ||||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 1,395 | 213 | ||||||
| 2026-05-01 | 13F | Ativo Capital Management LLC | 15,831 | 25.21 | 2,418 | 38.73 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 36 | 5 | ||||||
| 2026-05-01 | 13F | Natural Investments, Llc | 5,007 | 6.49 | 1 | |||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 16,432 | 0.59 | 2,510 | 11.41 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 5,353 | 18.77 | 818 | 31.56 | ||||
| 2026-05-15 | 13F | Nomura Holdings Inc | 99,013 | 15,124 | ||||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 14,947 | 13.72 | 2,283 | 25.99 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 1,960 | 390.00 | 299 | 443.64 | ||||
| 2026-05-11 | 13F/A | Foyston, Gordon, & Payne Inc | 10,331 | 1.32 | 1,578 | 12.31 | ||||
| 2026-05-08 | 13F | Bristlecone Value Partners, LLC | 1,794 | 274 | ||||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 2,986 | 27.06 | 456 | 41.18 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 1,353 | 207 | ||||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 1,390 | 212 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 742 | 9.76 | 113 | 21.51 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 1,523 | 233 | ||||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 20,845 | 436.14 | 3,184 | 495.14 | ||||
| 2026-05-28 | 13F | Henshaw Capital LLC | 12,295 | 152.72 | 1,878 | 180.30 | ||||
| 2026-04-28 | 13F | China Universal Asset Management Co., Ltd. | 53,135 | 47.60 | 8,116 | 63.53 | ||||
| 2026-04-16 | 13F | Monarch Capital Management Inc/ | 1,400 | 214 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 3,361 | 0.33 | 513 | 11.28 | ||||
| 2026-05-15 | 13F | Bridgefront Capital, LLC | 7,404 | 1,131 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 58,580 | 417.81 | 8,076 | 418.02 | ||||
| 2026-05-06 | 13F | M. Kulyk & Associates, LLC | 2,488 | 22.20 | 380 | 35.71 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 268,858 | 0.59 | 41,070 | 11.46 | ||||
| 2026-04-20 | 13F | Davis Investment Partners, LLC | 5,658 | 864 | ||||||
| 2026-04-07 | 13F | Cooper Financial Group | 1,375 | 210 | ||||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 2,528 | 43.31 | 386 | 58.85 | ||||
| 2026-05-13 | 13F | Frec Markets, Inc. | 6,262 | 30.27 | 957 | 44.41 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 37,111 | 118.60 | 5,669 | 142.22 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 1,500 | 229 | ||||||
| 2026-05-07 | 13F | Grandfield & Dodd, Llc | 156,906 | 1.00 | 23,967 | 11.91 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 6,112 | 11.21 | 934 | 23.25 | ||||
| 2026-05-15 | 13F | SALT Holding Corp. | 66,844 | 10,210 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 2,236,156 | 166.72 | 342 | 196.52 | ||||
| 2026-02-03 | 13F | Rnc Capital Management Llc | 4,598 | 3.65 | 634 | 11.44 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 3,733 | 44.19 | 570 | 60.11 | ||||
| 2026-04-30 | 13F | Cookson Peirce & Co Inc | 283,617 | 5.46 | 43,322 | 16.84 | ||||
| 2026-05-15 | 13F | Knightsbridge Asset Management, Llc | 5,383 | 24.49 | 822 | 37.92 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 4,265 | 27.31 | 651 | 41.21 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 3,618 | 12.22 | 553 | 24.32 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 523 | 0.38 | 80 | 11.27 | ||||
| 2026-05-13 | 13F | Ingalls & Snyder Llc | 135,882 | 2.30 | 21 | 11.11 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 16,503 | 9.45 | 2,521 | 21.27 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 1,540 | 235 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 8,595 | 9.63 | 1,313 | 21.48 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 60 | 8 | ||||||
| 2026-05-11 | 13F | First Financial Bankshares Inc | 230,854 | 2.70 | 35,263 | 13.79 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 482 | 212.99 | 74 | 247.62 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 24,302 | 0.09 | 4 | 0.00 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 3,094 | 0.45 | 0 | |||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,801 | 6.77 | 1,039 | 18.22 | ||||
| 2026-05-15 | 13F | Van Diest Capital, LLC | 2,181 | 11.11 | 333 | 23.33 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 13,293 | 1.32 | 2,030 | 12.28 | ||||
| 2026-05-15 | 13F | Adage Capital Partners Gp, L.l.c. | 258,000 | 157.52 | 39,410 | 185.32 | ||||
| 2026-04-14 | 13F | Cohen Capital Management, Inc. | 76,849 | 0.31 | 11,739 | 11.13 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 9,716 | 0.14 | 1,484 | 10.99 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 11,411 | 9.20 | 1,743 | 21.04 | ||||
| 2026-05-12 | 13F | Parnassus Investments /ca | 1,999 | 305 | ||||||
| 2026-04-15 | 13F | Third View Private Wealth, LLC | 23,830 | 6.46 | 3,640 | 17.95 | ||||
| 2026-05-15 | 13F | American Trust Investment Advisors, LLC | 1,345 | 205 | ||||||
| 2026-04-17 | 13F | Essex Savings Bank | 4,814 | 0.04 | 735 | 10.86 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1,821,796 | 828.15 | 270,054 | 897.94 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 2,718 | 415 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,325 | 0.57 | 508 | 11.43 | ||||
| 2026-05-06 | 13F | Palladiem, Llc | 2,181 | 0.51 | 338 | 12.29 | ||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 9,899 | 315.23 | 1,512 | 360.98 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 8,623 | 1,317 | ||||||
| 2026-02-13 | 13F | Sei Investments Co | 565,012 | 8.64 | 77,899 | 16.80 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 38,611 | 16.22 | 5,898 | 27.97 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 39,496 | 111.46 | 6,033 | 134.29 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 2,204 | 0.09 | 337 | 10.89 | ||||
| 2026-04-24 | 13F | CHICAGO TRUST Co NA | 8,415 | 2.45 | 1,285 | 13.52 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 1,378 | 211 | ||||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 39,296 | 4.10 | 6,003 | 15.33 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 2,308 | 5.05 | 352 | 16.56 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 567 | 1.98 | 87 | 13.16 | ||||
| 2026-05-15 | 13F | Principal Street Partners, LLC | 5,806 | 1.38 | 887 | 12.29 | ||||
| 2026-05-06 | 13F | Avalon Trust Co | 1,500 | 9.73 | 229 | 21.81 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 63,679 | 20.12 | 9,727 | 33.09 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 10,627 | 5.90 | 2 | 0.00 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 14 | 2 | ||||||
| 2026-05-11 | 13F | MCF Advisors LLC | 1,157 | 39.57 | 177 | 54.39 | ||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 4,933 | 754 | ||||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 2,376 | 6.17 | 363 | 17.53 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 10,552 | 38.73 | 1,612 | 53.72 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 11,769 | 47.46 | 1,798 | 63.36 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 2,988 | 456 | ||||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 583 | 17.78 | 0 | |||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 662 | 33.47 | 101 | 48.53 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 4,073 | 622 | ||||||
| 2026-05-15 | 13F | Brown Financial Advisors | 1,828 | 279 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1,504 | 1.08 | 233 | 13.66 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 8,100 | 55.77 | 1,237 | 72.77 | ||||
| 2026-05-13 | 13F | Arvest Bank Trust Division | 6,176 | 7.93 | 943 | 19.67 | ||||
| 2026-05-14 | 13F | Lord, Abbett & Co. Llc | 830,286 | 126.75 | 127 | 152.00 | ||||
| 2026-05-11 | 13F | Commerce Bank | 32,030 | 41.70 | 4,893 | 57.00 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 546,505 | 8.15 | 83,479 | 19.82 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 4,756 | 26.29 | 727 | 39.88 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 1,713 | 262 | ||||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 110 | 1.85 | 15 | 15.38 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 1,529 | 2.00 | 233 | 13.11 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 2,020 | 309 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 220,134 | 4.72 | 33,625 | 16.03 | ||||
| 2026-05-15 | 13F | Campbell & CO Investment Adviser LLC | 39,646 | 61.04 | 6,056 | 78.40 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 42,951 | 3.16 | 6,561 | 14.29 | ||||
| 2026-05-07 | 13F | Wcm Investment Management, Llc | 1,463,180 | 220,004 | ||||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 5,012 | 0.70 | 766 | 11.52 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 200 | 31 | ||||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 1,267 | 194 | ||||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 1,637 | 250 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 574 | 8.51 | 89 | 17.11 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 2,194 | 335 | ||||||
| 2026-04-09 | 13F | Cullen Investment Group, Ltd. | 50,305 | 52.92 | 7,682 | 64.99 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 62,456 | 7.19 | 9,540 | 18.76 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 1,692,993 | 1.85 | 258,605 | 12.84 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 1,402 | 214 | ||||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 323 | 21.89 | 49 | 36.11 | ||||
| 2026-05-07 | 13F | Xxi Wealth, Llc | 2,468 | 377 | ||||||
| 2026-04-23 | 13F | Rexford Capital Inc | 5,002 | 0.16 | 764 | 11.05 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 1,849 | 1.82 | 282 | 12.80 | ||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | Put | 4 | 0 | |||||
| 2026-05-06 | 13F | Bessemer Group Inc | 59,061 | 46.15 | 9 | 80.00 | ||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 700 | 0 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 537,813 | 6.82 | 82,190 | 27.30 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 31 | 5 | ||||||
| 2026-04-27 | 13F | Greenleaf Trust | 14,482 | 0.40 | 2,212 | 11.27 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 1,243 | 190 | ||||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 42,531 | 631.40 | 6 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 54,803 | 0.61 | 8 | 14.29 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 2,280 | 2.47 | 345 | 12.42 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 2,496 | 20.12 | 381 | 33.22 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 3,981 | 4.32 | 608 | 15.59 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 2,945 | 74.26 | 450 | 92.70 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 136,897 | 15.24 | 20,911 | 27.69 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 171,848 | 11.89 | 26,250 | 23.96 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 8,167 | 3.92 | 1,248 | 15.14 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 3,189 | 6.58 | 487 | 18.20 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 1,713 | 1.06 | 262 | 12.02 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 327,817 | 3.05 | 50,074 | 14.17 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 4,528 | 624.48 | 1 | |||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 284 | 43 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 620,427 | 2.09 | 94,770 | 13.10 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 988 | 0.10 | 151 | 10.29 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 6,559 | 1,002 | ||||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 1,583 | 242 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 9,799 | 32.47 | 1,497 | 46.81 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 38,689 | 21.31 | 5,910 | 34.39 | ||||
| 2026-05-14 | 13F | Delaney Dennis R | 2,575 | 393 | ||||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 3,685 | 7.25 | 563 | 18.82 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 108,594 | 13.71 | 16,588 | 25.98 | ||||
| 2026-05-13 | 13F | Cpwa, Llc | 3,337 | 485 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1,931,873 | 4.67 | 295,061 | 15.95 | ||||
| 2026-04-15 | 13F | Monument Capital Management | 5,076 | 15.73 | 775 | 28.31 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 1,806 | 276 | ||||||
| 2026-04-30 | 13F | Equitable Trust Co | 19,608 | 794.93 | 2,995 | 891.72 | ||||
| 2026-05-06 | 13F | Dorsey Wright & Associates | 16,264 | 2,484 | ||||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 2,283 | 17.26 | 349 | 29.85 | ||||
| 2026-05-08 | 13F | Tower Wealth Partners, Inc. | 2,190 | 8.52 | 335 | 20.14 | ||||
| 2026-05-11 | 13F | Mattson Financial Services, LLC | 1,895 | 289 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 16,614 | 0.36 | 2,538 | 11.17 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 5,004 | 0.44 | 764 | 11.37 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 46,436 | 7,093 | ||||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 150,844 | 13.32 | 23,041 | 25.55 | ||||
| 2026-04-27 | 13F | JM2 Capital Inc. | 2,581 | 1.33 | 394 | 12.25 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 1,484 | 1.92 | 227 | 13.00 | ||||
| 2026-02-11 | 13F | Beddow Capital Management Inc | 4,940 | 11.01 | 1 | |||||
| 2026-05-06 | 13F | Ascent Wealth Partners, LLC | 15,898 | 1.55 | 2,428 | 12.51 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 903 | 114.49 | 138 | 136.21 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 2,987 | 11.96 | 456 | 24.25 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 173,137 | 45.95 | 26,447 | 61.70 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 6,504 | 70.13 | 994 | 88.43 | ||||
| 2026-05-06 | 13F | Intrust Bank Na | 11,348 | 4.01 | 1,733 | 15.23 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 38,960 | 3.33 | 5,951 | 14.49 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 4,955 | 1.21 | 757 | 12.00 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 1,710 | 2.52 | 261 | 13.97 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 22,851 | 1.06 | 3,490 | 11.97 | ||||
| 2026-05-15 | 13F | Strategic Global Advisors, LLC | 16,592 | 11.56 | 2,534 | 23.61 | ||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 210 | 1.94 | 32 | 14.29 | ||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 3,654 | 538 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 60,566 | 267.31 | 9,251 | 307.00 | ||||
| 2026-04-24 | 13F | Optas, LLC | 3,849 | 0.26 | 588 | 10.96 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 2,284 | 15.76 | 349 | 27.94 | ||||
| 2026-04-24 | 13F | Triasima Portfolio Management inc. | 52,470 | 4.57 | 8,015 | 15.86 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 7,098 | 326.56 | 1 | |||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 717 | 0.99 | 110 | 12.37 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 7,871 | 5.50 | 1,202 | 16.93 | ||||
| 2026-04-28 | 13F | Argonautica Private Wealth Management, Inc | 5,416 | 11.19 | 827 | 23.25 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 107,430 | 0.56 | 16,410 | 11.41 | ||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 29,803 | 552.86 | 4,493 | 614.31 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 618,710 | 7.06 | 94,508 | 18.62 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 4,042 | 98.23 | 617 | 119.57 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 1,970 | 0.87 | 301 | 11.52 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 121,040 | 60.62 | 18,489 | 77.96 | ||||
| 2026-05-14 | 13F | Harvest Fund Management Co., Ltd | 2,900 | 0 | ||||||
| 2026-05-05 | 13F | Factory Mutual Insurance Co | 45,066 | 25.90 | 6,884 | 39.47 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 29,730 | 154.15 | 4,099 | 173.20 | ||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 1,333 | 204 | ||||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 2,833 | 65.19 | 433 | 83.05 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 29 | 4 | ||||||
| 2026-04-29 | 13F | Connable Office Inc | 6,401 | 978 | ||||||
| 2026-05-11 | 13F | Boston Partners | 55,173 | 16.63 | 8,431 | 29.11 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 5,342 | 12.77 | 816 | 24.81 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 2,933 | 5.58 | 448 | 17.28 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 2,570 | 392 | ||||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 2,205 | 1.05 | 337 | 12.00 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 2,255 | 0.22 | 344 | 10.97 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 56 | 9 | ||||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 6,772 | 1.47 | 1,034 | 12.39 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 104,146 | 4.32 | 15,908 | 15.58 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 345,410 | 18.91 | 52,762 | 31.74 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 2,591 | 1.21 | 396 | 12.22 | ||||
| 2026-05-13 | 13F | Syon Capital Llc | 4,649 | 0.39 | 710 | 11.29 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 2,978 | 455 | ||||||
| 2026-05-13 | 13F | Xponance, Inc. | 4,507 | 27.10 | 688 | 40.98 | ||||
| 2026-05-15 | 13F | Df Dent & Co Inc | 5,115 | 53.56 | 781 | 70.15 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 59,318 | 16.86 | 9,061 | 29.47 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 1,484 | 227 | ||||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 2,677 | 1.13 | 409 | 12.09 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 5,440 | 5.90 | 831 | 17.23 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 1,747 | 267 | ||||||
| 2026-05-12 | 13F | Aspiriant, Llc | 2,898 | 10.15 | 443 | 22.10 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 12,356 | 1.12 | 1,704 | 8.75 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 4,605 | 703 | ||||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 516 | 79 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 34,514 | 0.40 | 5,352 | 12.94 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2,526 | 44.26 | 386 | 59.75 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 10,249 | 6.27 | 1,566 | 17.76 | ||||
| 2026-04-23 | 13F | Ewa, Llc | 2,786 | 2.96 | 426 | 13.94 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 91 | 167.65 | 14 | 225.00 | ||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 246,655 | 116.86 | 37,677 | 140.28 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 5,576 | 3.59 | 852 | 14.69 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 118,307 | 9.34 | 18,072 | 21.14 | ||||
| 2026-05-13 | 13F | Avail Investment Partners, LLC | 2,374 | 0 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 47,991 | 8.06 | 7,330 | 19.75 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 1,674 | 256 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 5,322 | 5.39 | 813 | 16.81 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 56,894 | 34.43 | 8,690 | 48.93 | ||||
| 2026-05-13 | 13F | Edgemoor Investment Advisors, Inc. | 108,581 | 0.23 | 16,586 | 11.05 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 4,680 | 0.21 | 715 | 11.04 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | 839 | 128 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 15,944 | 0.05 | 2,435 | 10.83 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 4,733 | 10.17 | 723 | 21.96 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 1,326 | 203 | ||||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 1,341 | 205 | ||||||
| 2026-04-20 | 13F | TrueMark Investments, LLC | 11,175 | 14.03 | 1,707 | 26.28 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 2,716 | 1.23 | 0 | |||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 18,910 | 41.92 | 2,889 | 57.30 | ||||
| 2026-05-04 | 13F | Nwam Llc | 3,519 | 9.12 | 538 | 14.26 | ||||
| 2026-04-27 | 13F | V-Square Quantitative Management LLC | 13,520 | 8.33 | 2,065 | 20.06 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Put | 79,500 | 364.91 | 12,144 | 415.19 | |||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 1,816 | 277 | ||||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Call | 42,800 | 9.18 | 6,538 | 20.97 | |||
| 2026-05-05 | 13F | IMC-Chicago, LLC | Call | 68,600 | 5.38 | 10,479 | 16.75 | |||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 28,079 | 4.07 | 4,289 | 15.33 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 96,271 | 48.23 | 14,705 | 62.67 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 2,527 | 2.68 | 386 | 13.86 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 4,227 | 3.58 | 646 | 14.77 | ||||
| 2026-05-11 | 13F | Cornerstone Planning, LLC | 12,659 | 1,935 | ||||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 8,801 | 1.45 | 1,344 | 12.47 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 12,291 | 0.02 | 1,893 | 11.75 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 10,270 | 20.62 | 1,569 | 33.67 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 61 | 8 | ||||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 662 | 0.76 | 101 | 12.22 | ||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 32,458 | 4.17 | 4,958 | 15.39 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 13,529 | 36.59 | 2,067 | 51.36 | ||||
| 2026-04-29 | 13F | Patron Partners Advisors, Llc | 1,325 | 202 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 317,717 | 16.64 | 48,533 | 29.24 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 56 | 5,500.00 | 9 | |||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 3,534 | 18.19 | 540 | 30.83 | ||||
| 2026-05-15 | 13F | LMR Partners LLP | Put | 1,303,800 | 51.11 | 199,155 | 67.42 | |||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 1,804 | 276 | ||||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 9,143 | 17.04 | 1,397 | 29.62 | ||||
| 2026-05-15 | 13F | LMR Partners LLP | 43,105 | 6,584 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 1,449 | 1.61 | 221 | 12.76 | ||||
| 2026-05-11 | 13F/A | Accent Capital Management, LLC | 454 | 69 | ||||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 4,094 | 0.81 | 625 | 11.81 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 1,395 | 213 | ||||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 515 | 2.18 | 79 | 13.04 | ||||
| 2026-05-14 | 13F | Twin Tree Management, LP | 787 | 120 | ||||||
| 2026-04-30 | 13F | Kornitzer Capital Management Inc /ks | 2,405 | 12.38 | 367 | 24.41 | ||||
| 2026-04-13 | 13F | Gateway Investment Advisers Llc | 6,362 | 9.29 | 972 | 21.07 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | Put | 29,800 | 63.74 | 4,552 | 81.39 | |||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 1,452 | 222 | ||||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 4,941 | 10.02 | 755 | 21.81 | ||||
| 2026-04-29 | 13F | R Squared Ltd | 4,097 | 75.61 | 626 | 94.70 | ||||
| 2026-05-05 | 13F | Smart Money Group LLC | 10,591 | 7.95 | 1,618 | 19.60 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 2,272 | 0.09 | 347 | 11.22 | ||||
| 2026-05-15 | 13F | Schonfeld Strategic Advisors LLC | 9,519 | 1,454 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 54,386 | 103.09 | 7,498 | 151.19 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 790 | 8.22 | 121 | 20.00 | ||||
| 2026-04-08 | 13F | E Fund Management (Hong Kong) Co., Ltd. | 90 | 14 | ||||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 2,000 | 306 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 241,552 | 2.15 | 36,890 | 13.13 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 2,622 | 22.07 | 401 | 35.14 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 100 | 15 | ||||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 9 | 1 | ||||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 3,515 | 1 | ||||||
| 2026-05-15 | 13F | Resources Management Corp /ct/ /adv | 450 | 80.00 | 0 | |||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 3,479 | 516 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 4,646 | 3.45 | 710 | 14.54 | ||||
| 2026-05-12 | 13F | XY Capital Ltd | 8,770 | 213.21 | 1,340 | 246.89 | ||||
| 2026-04-20 | 13F | Pegasus Asset Management, Inc. | 27,320 | 4,173 | ||||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 283,837 | 43,356 | ||||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Call | 43,800 | 12.60 | 6,690 | 24.74 | |||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 8,400 | 425.00 | 1,283 | 483.18 | |||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 1,871 | 277 | ||||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 9,019 | 18.44 | 1,378 | 31.27 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 8,267 | 13.23 | 1,263 | 25.45 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 6,394 | 1.72 | 977 | 12.70 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 2,363 | 24.50 | 361 | 36.88 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 68,854 | 13.76 | 10,517 | 26.04 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 6,525,771 | 137.80 | 996,811 | 163.47 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 9,864 | 0.52 | 1,507 | 11.39 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 66,346 | 17.49 | 10 | 42.86 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 1,516 | 232 | ||||||
| 2026-05-15 | 13F | 44 Wealth Management Llc | 3,405 | 41.82 | 520 | 57.10 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 3,167 | 1.47 | 484 | 12.33 | ||||
| 2026-04-20 | 13F | Pathfinder Wealth Consulting, Inc. | 1,327 | 203 | ||||||
| 2026-04-21 | 13F | Claro Advisors LLC | 2,291 | 9.36 | 350 | 21.18 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 13,783 | 331.93 | 2,105 | 366.74 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 4,392 | 7.33 | 671 | 18.79 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 182,356 | 27,855 | ||||||
| 2026-05-05 | 13F | Nolet Wealth Management, LLC | 1,667 | 255 | ||||||
| 2026-04-13 | 13F | Jackson Square Capital, Llc | 3,600 | 3.78 | 550 | 14.85 | ||||
| 2026-05-12 | 13F | Virginia Estate & Retirement Planning Advisors Inc. | 17 | 3 | ||||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 1,973 | 301 | ||||||
| 2026-05-13 | 13F | Aureus Asset Management, LLC | 5,495 | 27.44 | 839 | 41.25 | ||||
| 2026-05-12 | 13F | Palumbo Wealth Management LLC | 1,537 | 4.06 | 235 | 15.27 | ||||
| 2026-05-01 | 13F | Glass Wealth Management Co LLC | 11,730 | 0.39 | 1,792 | 11.17 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 8,660 | 87.49 | 1,323 | 107.86 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 1,687 | 6.91 | 258 | 18.43 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 4,504 | 6.50 | 688 | 17.84 | ||||
| 2026-05-01 | 13F | American Trust | 1,322 | 202 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 203,045 | 13.47 | 31,015 | 25.71 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 24 | 4 | ||||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 14,163 | 9.11 | 2,163 | 20.91 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 18,370 | 1.53 | 2,806 | 12.51 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 142,824 | 7.17 | 21,817 | 18.74 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 10 | 2 | ||||||
| 2026-05-16 | 13F | Opal Capital Llc | 11,175 | 12.19 | 1,707 | 23.98 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 503 | 13.29 | 77 | 24.59 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 7,646 | 0.34 | 1,168 | 11.14 | ||||
| 2026-04-14 | 13F | Granite Group Advisors, LLC | 1,580 | 239 | ||||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 6,164 | 32.84 | 942 | 47.26 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 3,487 | 5.79 | 533 | 17.18 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 9,074 | 12.83 | 1 | 0.00 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 5 | 1 | ||||||
| 2026-05-13 | 13F | Adviser Investments LLC | 12,763 | 25.68 | 1,950 | 39.21 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 7,594 | 5.68 | 1,160 | 17.07 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 5,436 | 6.65 | 830 | 18.23 | ||||
| 2026-05-08 | 13F | Logan Capital Management Inc | Put | 64,670 | 9,878 | |||||
| 2026-05-11 | 13F/A | First Affirmative Financial Network | 12,575 | 14.71 | 1,921 | 36.65 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 6,614 | 2.51 | 1,010 | 13.61 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 2,185 | 3.02 | 338 | 15.41 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 2,118 | 5.43 | 324 | 17.03 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 4,892 | 22.95 | 747 | 36.31 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 38,371 | 0.49 | 5,861 | 11.34 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 1,962 | 1.13 | 300 | 11.99 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 4,413 | 0.68 | 674 | 11.59 | ||||
| 2026-04-07 | 13F | O'Keefe Stevens Advisory, Inc. | 1,373 | 210 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 1,789 | 273 | ||||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 32,730 | 0.77 | 5,000 | 11.63 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 406 | 62 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 5,253 | 6.42 | 802 | 17.94 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 3,776 | 0.48 | 577 | 11.20 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 32,977 | 2.79 | 5,037 | 13.88 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 3,557 | 126.85 | 543 | 151.39 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 2,030 | 0.25 | 310 | 11.11 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 11,053 | 1,688 | ||||||
| 2026-05-15 | 13F | AIMZ Investment Advisors, LLC | 13,334 | 0.05 | 2,037 | 10.83 | ||||
| 2026-04-20 | 13F | Independence Wealth Advisors, LLC | 2,423 | 39.41 | 370 | 54.81 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 72,553 | 52.84 | 11,082 | 69.37 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 2,908 | 29.82 | 442 | 43.18 | ||||
| 2026-05-15 | 13F | Walsky Investment Management, Inc. | 10,572 | 4.65 | 1,615 | 15.95 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 1,829 | 4.93 | 279 | 16.25 | ||||
| 2026-04-27 | 13F | Ethic Inc. | 103,551 | 10.32 | 15,817 | 22.22 | ||||
| 2026-05-06 | 13F | Arjuna Capital | 27,009 | 9.33 | 4,126 | 21.11 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 2,315 | 10.50 | 354 | 22.57 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 92 | 14 | ||||||
| 2026-05-13 | 13F | Protective Life Corp | 153 | 23 | ||||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 3,114 | 476 | ||||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 547 | 85 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 17 | 3 | ||||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 5,640 | 31.28 | 862 | 45.44 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 3,902 | 8.72 | 596 | 20.45 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 3,592 | 58.73 | 549 | 76.21 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 3,726 | 0.24 | 569 | 11.13 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 34,728 | 81.54 | 5,305 | 101.14 | ||||
| 2026-05-13 | 13F | Acumen Wealth Advisors, LLC | 63 | 80.00 | 10 | 125.00 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 471 | 124.29 | 65 | 146.15 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 363 | 55 | ||||||
| 2026-04-30 | 13F | Beacon Financial Group | 20,498 | 1.21 | 3,131 | 12.14 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 10,149 | 0.29 | 1,550 | 11.11 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 35,153 | 139.77 | 5,370 | 165.66 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1,804,676 | 204.51 | 271,351 | 232.09 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 50,600 | 8.42 | 7,729 | 20.13 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 6,503 | 8.93 | 997 | 21.14 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 30,578 | 13.11 | 4,671 | 25.30 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 4,293 | 3.72 | 656 | 14.91 | ||||
| 2026-05-15 | 13F | Maverick Capital Ltd | 15,247 | 37.70 | 2,329 | 52.56 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 1,629 | 4.83 | 249 | 15.89 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 703,178 | 13.73 | 107,410 | 26.01 | ||||
| 2026-04-28 | 13F | Marietta Investment Partners Llc | 20,019 | 9.77 | 3,058 | 21.60 | ||||
| 2026-05-15 | 13F | DV Trading LLC | Put | 8,400 | 1,283 | |||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 1,540 | 235 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 4,799 | 5.36 | 733 | 16.91 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 13,308 | 9.96 | 2,033 | 21.82 | ||||
| 2026-05-14 | 13F | Natixis | 36,500 | 5,575 | ||||||
| 2026-05-13 | 13F | Transmarket Holdings LP | 35,075 | 1,474.28 | 5,358 | 1,644.95 | ||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 2,877 | 439 | ||||||
| 2026-04-28 | 13F | Berkshire Bank | 3,059 | 14.40 | 467 | 26.90 | ||||
| 2026-04-27 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 3,492 | 69.35 | 1 | |||||
| 2026-05-12 | 13F | Acorn Creek Capital Llc | 3,820 | 2.50 | 584 | 13.65 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 12 | 9.09 | 2 | 0.00 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 28,545 | 0.13 | 4,360 | 10.94 | ||||
| 2026-05-15 | 13F | Integral Health Asset Management, LLC | 250,000 | 25.00 | 38,188 | 48.89 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 2,151 | 331 | ||||||
| 2026-05-06 | 13F | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 1,549 | 225 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 10,778 | 1.90 | 1,646 | 22.20 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 18,792 | 2,928 | ||||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 1,361 | 208 | ||||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 50,002 | 0.75 | 7,638 | 11.62 | ||||
| 2026-05-15 | 13F | Hutner Capital Management Inc | 6,834 | 0.03 | 1,044 | 10.84 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 340,728 | 13.13 | 52,046 | 25.34 | ||||
| 2026-05-13 | 13F | Dickmeyer Boyce Financial Management, Inc. | 6,007 | 918 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 6,658 | 43.46 | 1,017 | 59.15 | ||||
| 2026-05-15 | 13F | Beutel, Goodman & Co Ltd. | 18,824 | 0.91 | 3 | 0.00 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 17,301 | 10.57 | 2,643 | 22.48 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 12,612 | 6.22 | 1,926 | 17.73 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 2,536 | 4.36 | 387 | 15.52 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 292 | 45 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 329,910 | 11.92 | 50,393 | 24.00 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 2,715 | 415 | ||||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 263 | 23.47 | 40 | 37.93 | ||||
| 2026-05-12 | 13F | CIBC Asset Management Inc | 27,556 | 4.92 | 4,175 | 16.20 | ||||
| 2026-04-20 | 13F | Meyer Handelman Co | 2,320 | 354 | ||||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 2,123 | 6.90 | 324 | 18.68 | ||||
| 2026-05-05 | 13F | Noesis Capital Mangement Corp | 1,360 | 208 | ||||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 3,892 | 5.85 | 595 | 17.39 | ||||
| 2026-04-13 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 6,998 | 0.32 | 1,078 | 1.60 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 3,782 | 108.15 | 569 | 127.20 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 208,560 | 272.80 | 28,749 | 300.85 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2,311,384 | 29.69 | 353,064 | 43.69 | ||||
| 2026-04-29 | 13F | Frank, Rimerman Advisors LLC | 11,444 | 1.56 | 1,748 | 12.56 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 5,123 | 5.45 | 782 | 16.89 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 3,326 | 508 | ||||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 3,664 | 5.71 | 560 | 17.19 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 26,187 | 0.22 | 4,000 | 11.05 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 35,611 | 14.91 | 5,440 | 27.32 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 3,490 | 1.16 | 533 | 12.21 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 1,498 | 229 | ||||||
| 2026-05-11 | 13F | Knights of Columbus Asset Advisors LLC | 2,435 | 372 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 288 | 60.89 | 44 | 79.17 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 100 | 15 | ||||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 1,371 | 209 | ||||||
| 2026-05-12 | 13F | Entrust Financial Llc | 418 | 391.76 | 64 | 472.73 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 831 | 48.39 | 127 | 63.64 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 4,530 | 0.87 | 692 | 11.63 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 92,055 | 8.25 | 14,061 | 19.93 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 2,960 | 6.98 | 452 | 18.64 | ||||
| 2026-04-09 | 13F | Arlington Partners LLC | 1,579 | 241 | ||||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 7,861 | 2.81 | 1,201 | 13.85 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 4,259 | 26.68 | 630 | 30.77 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 264,639 | 5.28 | 40,424 | 16.64 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 16,889 | 0.63 | 2,580 | 11.50 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 320,027 | 6.65 | 48,884 | 18.16 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 295 | 45 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 84,517 | 26.94 | 12,910 | 40.64 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 8,153 | 3.91 | 1,245 | 15.17 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 10,794 | 3.28 | 1,649 | 14.44 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 4,616 | 705 | ||||||
| 2026-05-15 | 13F | Quantitative Investment Management, LLC | 15,083 | 2 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 7,353 | 1.90 | 1,123 | 12.98 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 21,586 | 8.34 | 3,297 | 20.02 | ||||
| 2026-02-17 | 13F | Dv Equities, Llc | 69,935 | 9,642 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 169,012 | 1.37 | 25,825 | 12.32 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 96,473 | 3.71 | 14,736 | 14.90 | ||||
| 2026-05-14 | 13F | Dymon Asia Capital (singapore) Pte. Ltd. | 20,000 | 3,055 | ||||||
| 2026-05-14 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 1,819 | 278 | ||||||
| 2026-04-06 | 13F | Old Port Advisors | 21,101 | 0.52 | 3,223 | 11.37 | ||||
| 2026-04-21 | 13F | S Harris Financial Group, LLC | 1,706 | 261 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 714,700 | 60.90 | 109,170 | 78.26 | |||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | Call | 37,100 | 178.95 | 5,667 | 209.17 | |||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 63,250 | 585.71 | 9,661 | 660.11 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 2,645 | 364.04 | 404 | 417.95 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 50 | 127.27 | 8 | 133.33 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | Put | 84,000 | 1,050.68 | 12,831 | 1,175.45 | |||
| 2026-05-14 | 13F | Aspen Grove Capital, LLC | 2,167 | 331 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 502 | 56.39 | 73 | 55.32 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 260 | 87.05 | 40 | 105.26 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 3,883 | 24.30 | 593 | 37.91 | ||||
| 2026-04-15 | 13F | Steadtrust LLC | 5,767 | 0.44 | 881 | 11.25 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 17,483 | 7.16 | 2,629 | 16.13 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 517,027 | 4.28 | 71,282 | 12.11 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 20,665 | 0.80 | 3,157 | 11.68 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 3,636 | 0.14 | 555 | 11.00 | ||||
| 2026-05-15 | 13F | Osterweis Capital Management Inc | 12,799 | 5.88 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 8,428 | 0.08 | 1,287 | 10.85 | ||||
| 2026-05-13 | 13F | Acadian Asset Management Llc | 18,704 | 0.13 | 3 | 0.00 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 32,801 | 0.24 | 5,010 | 11.06 | ||||
| 2026-05-01 | 13F | Tevis Investment Management | 1,546 | 236 | ||||||
| 2026-05-13 | 13F | Southeast Asset Advisors Inc. | 6,716 | 3.47 | 1,026 | 14.65 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 33,708 | 3.72 | 5,149 | 14.91 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1,895,677 | 2.91 | 289,565 | 14.02 | ||||
| 2026-05-14 | 13F | August Group Capital Ltd | 1,970 | 3.14 | 301 | 14.07 | ||||
| 2026-05-14 | 13F | Peak6 Llc | 2,779 | 144.63 | 424 | 171.79 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 1,786 | 1.88 | 273 | 12.86 | ||||
| 2026-05-05 | 13F | Haven Private, LLC | 3,654 | 2.96 | 558 | 14.11 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 100 | 15 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 113,276 | 16.47 | 17,303 | 29.03 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 41,281 | 10.48 | 6,306 | 22.40 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1,597 | 2.63 | 244 | 13.55 | ||||
| 2026-04-21 | 13F | LCM Capital Management Inc | 3,272 | 1.77 | 500 | 12.64 | ||||
| 2026-04-21 | 13F | Urban Wealth Management, LLC | 1,329 | 203 | ||||||
| 2026-01-26 | 13F | Dakota Community Bank & Trust NA | 2,143 | 3.03 | 295 | 10.90 | ||||
| 2026-05-18 | 13F/A | Janus Henderson Group Plc | 2,275,938 | 1.86 | 347,649 | 12.85 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 26,190 | 4.91 | 4,001 | 16.25 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 2,058 | 2.49 | 314 | 13.77 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 4,634 | 12.69 | 708 | 24.91 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 12,014 | 0.95 | 1,835 | 11.89 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2,748 | 83.44 | 420 | 103.40 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 13,885,749 | 85.99 | 2,121,048 | 106.06 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 2,687 | 410 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2,989 | 3.64 | 457 | 14.86 | ||||
| 2026-05-04 | 13F | Moment Partners, LLC | 1,365 | 209 | ||||||
| 2026-05-08 | 13F | Glassy Mountain Advisors, Inc. | 50,625 | 0.37 | 7,733 | 11.20 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 1,331 | 203 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 9,719 | 1.39 | 1,485 | 12.34 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 24,066 | 5.14 | 3,676 | 16.51 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 16 | 2 | ||||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 338 | 52 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 126,885 | 472.69 | 19,382 | 534.61 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 2,463 | 0.33 | 374 | 10.65 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 3,219 | 11.00 | 474 | 11.27 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 71 | 11 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 9,953 | 77.42 | 1,520 | 96.64 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 71,531 | 0.89 | 10,926 | 11.77 | ||||
| 2026-05-08 | 13F | Vann Equity Management LLC | 2,231 | 341 | ||||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 51 | 8 | ||||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 61,012 | 1.92 | 9,320 | 12.93 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 8,978 | 1,380 | ||||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 1,788 | 2.58 | 273 | 13.75 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 18,312 | 5.47 | 2,797 | 16.88 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 6,093 | 16.43 | 931 | 28.99 | ||||
| 2026-04-24 | 13F | Ninety One UK Ltd | 76 | 46.15 | 12 | 57.14 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 4,310 | 658 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 126,421 | 55.54 | 19,311 | 72.33 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 6,052 | 0.12 | 924 | 10.92 | ||||
| 2026-05-12 | 13F | Wayfinding Financial, LLC | 2,025 | 10.90 | 0 | |||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 47,699 | 0.96 | 7,286 | 11.87 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 48,040 | 3.03 | 7,338 | 14.16 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 29,981 | 1.25 | 4,580 | 12.18 | ||||
| 2026-04-24 | 13F | Canton Hathaway, LLC | 142 | 22 | ||||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 23,610 | 13.60 | 3,606 | 25.86 | ||||
| 2026-05-07 | 13F | Tandem Investment Advisors, Inc. | 1,596 | 244 | ||||||
| 2026-05-11 | 13F | Td Asset Management Inc | 44,021 | 35.72 | 6,724 | 50.39 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 9,094 | 0.66 | 1,389 | 11.57 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 21,135 | 1.32 | 3,228 | 12.28 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 11,912 | 20.12 | 1,820 | 33.07 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 2,014 | 37.76 | 308 | 52.74 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 2,539 | 19.26 | 388 | 32.08 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 4,010 | 19.95 | 613 | 33.04 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 1,670 | 255 | ||||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 2,102 | 321 | ||||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 24,095 | 22.19 | 3,681 | 35.39 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 11,162 | 6.79 | 1,705 | 18.32 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 6,486 | 0.68 | 991 | 11.49 | ||||
| 2026-04-17 | 13F | First City Capital Management, Inc. | 4,321 | 0.02 | 660 | 10.76 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 4,156 | 1 |
