Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Watsco, Inc. incluem Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, Vanguard Fiduciary Trust Co, Junto Capital Management LP, SG Capital Management LLC, DDD Partners, LLC, Caption Management, LLC, VANGUARD ASSET MANAGEMENT, Ltd, Vanguard Investments Australia, Ltd., Vanguard Global Advisers, LLC, Hosking Partners LLP, SEB Asset Management AB, Ilmarinen Mutual Pension Insurance Co, Eurizon Capital SGR S.p.A., Warren Averett Asset Management, LLC, TradeLink Capital LLC, WoodTrust Financial Corp, Harrell Investment Partners, Llc, Nicolet Bankshares Inc, e Ritholtz Wealth Management .
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.
Upgrade para desbloquear dados premium.
| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | 13F | Vanguard Portfolio Management Llc | 1,751,054 | 637,016 | ||||||
| 2026-05-08 | 13F | SG Capital Management LLC | Put | 100,000 | 36,379 | |||||
| 2026-05-08 | 13F | SG Capital Management LLC | 161,191 | 58,640 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 545,278 | 15.97 | 198,367 | 24.53 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 17,970 | 99.87 | 6,537 | 115.81 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 443 | 3.26 | 161 | 11.81 | ||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 654,030 | 2.51 | 237,450 | 10.77 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 21 | 8 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 12,822 | 21.58 | 4,665 | 31.27 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 325,306 | 1.93 | 118,343 | 10.04 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 2,767 | 6.67 | 1,007 | 15.23 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 1,115 | 5.09 | 406 | 13.45 | ||||
| 2026-04-10 | 13F | Carderock Capital Management Inc | 3,650 | 29.34 | 1,328 | 39.68 | ||||
| 2026-05-14 | 13F | Ostrum Asset Management | 973 | 472.35 | 354 | 519.30 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 3,736 | 0.03 | 1,359 | 8.03 | ||||
| 2026-02-17 | 13F | Weiss Asset Management LP | 5,519 | 1,860 | ||||||
| 2026-02-17 | 13F | Two Sigma Advisers, Lp | 234,580 | 292.93 | 79,042 | 227.48 | ||||
| 2026-04-15 | 13F | Birch Capital Management, LLC | 5,103 | 21.53 | 1,856 | 31.26 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 610 | 222 | ||||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 58 | 87.10 | 21 | 110.00 | ||||
| 2026-05-15 | 13F | Bamco Inc /ny/ | 227 | 120.39 | 83 | 141.18 | ||||
| 2026-05-08 | 13F | Boyar Asset Management Inc. | 583 | 212 | ||||||
| 2026-05-13 | 13F | Xponance, Inc. | 6,411 | 17.81 | 2,332 | 27.22 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 122,206 | 11.49 | 44,457 | 20.38 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 22,374 | 9.88 | 8,139 | 18.63 | ||||
| 2026-05-12 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 36,678 | 11.50 | 13,343 | 16.79 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 18 | 12.50 | 6 | 20.00 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 6 | 20.00 | 2 | 100.00 | ||||
| 2026-05-14 | 13F | Caxton Associates Llp | 2,810 | 16.79 | 1,022 | 26.17 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 635 | 4.10 | 231 | 12.68 | ||||
| 2026-05-11 | 13F | 1015 Capital Partners, LLC | 2 | 100.00 | 1 | |||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 22,164 | 16.35 | 8,063 | 25.63 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 357 | 15.91 | 130 | 25.24 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 890,992 | 8.02 | 324,135 | 16.62 | ||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 69,933 | 4.88 | 25,441 | 13.23 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 601 | 219 | ||||||
| 2026-05-13 | 13F | Southernsun Asset Management, Llc | 18,646 | 1.02 | 6,783 | 9.07 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 110,760 | 7.01 | 40,296 | 15.53 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 1,714 | 1 | ||||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 7 | 3 | ||||||
| 2026-05-08 | 13F | Buckhead Capital Management Llc | 12,430 | 19.78 | 4,522 | 29.35 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 30 | 3.45 | 11 | 11.11 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 14,330 | 5,213 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 3 | 1 | ||||||
| 2026-05-15 | 13F | Nissay Asset Management Corp /japan/ /adv | 4,681 | 1.58 | 1,703 | 9.66 | ||||
| 2026-04-24 | 13F | Crown Oak Advisors, LLC | 27,097 | 1.41 | 9,858 | 9.49 | ||||
| 2026-05-14 | 13F | Centiva Capital, LP | 3,965 | 1,442 | ||||||
| 2026-05-14 | 13F | Meiji Yasuda Asset Management Co Ltd. | 1,510 | 1.96 | 549 | 10.02 | ||||
| 2026-04-16 | 13F | BI Asset Management Fondsmaeglerselskab A/S | 3,405 | 210.96 | 1 | |||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 1,320 | 480 | ||||||
| 2026-05-14 | 13F | Pembroke Management, LTD | 51,878 | 10.84 | 18,873 | 19.67 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 656 | 55.82 | 229 | 59.03 | ||||
| 2026-05-04 | 13F | Teachers Retirement System Of The State Of Kentucky | 31,968 | 0.76 | 12 | 10.00 | ||||
| 2026-05-15 | 13F | Jain Global LLC | 3,363 | 1,223 | ||||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 1,326 | 499 | ||||||
| 2026-05-08 | 13F | Vanguard Investments Australia, Ltd. | 16,021 | 5,828 | ||||||
| 2026-05-15 | 13F | Perbak Capital Partners LLP | 2,700 | 105.79 | 982 | 122.17 | ||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 14,168 | 5,154 | ||||||
| 2026-02-10 | 13F | Norges Bank | 328,989 | 110,853 | ||||||
| 2026-05-12 | 13F | Tredje AP-fonden | 8,497 | 3,091 | ||||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 17 | 183.33 | 6 | 200.00 | ||||
| 2026-05-07 | 13F | Swiss National Bank | 102,484 | 7.15 | 37,283 | 15.69 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 600 | 218 | ||||||
| 2026-04-17 | 13F | Riverbridge Partners Llc | 131,738 | 89.80 | 47,925 | 104.92 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 8,140 | 8.14 | 2,961 | 16.76 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 35 | 13 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 5,270 | 16.77 | 1,917 | 26.12 | ||||
| 2026-05-13 | 13F | Mirabaud Asset Management Ltd | 3,851 | 20.46 | 1,344 | -10.94 | ||||
| 2026-05-15 | 13F | Annandale Capital, LLC | 3,516 | 0.80 | 1 | 0.00 | ||||
| 2026-05-06 | 13F | Patrick Mauro Investment Advisor, INC. | 35,170 | 3.04 | 12,794 | 11.25 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 912 | 0.77 | 332 | 8.88 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 2,718 | 10.04 | 989 | 18.75 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 1,687 | 0.12 | 614 | 8.11 | ||||
| 2026-04-28 | 13F | Intrinsic Value Partners, LLC | 1,789 | 2.88 | 651 | 11.11 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 77 | 14.93 | 28 | 27.27 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 660 | 8.55 | 240 | 17.65 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 926 | 15.17 | 337 | 4.01 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 11,447 | 1.59 | 4,164 | 9.69 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 676 | 246 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 17,919 | 5.05 | 6,519 | 13.42 | ||||
| 2026-04-30 | 13F | Resona Asset Management Co.,Ltd. | 11,565 | 5.24 | 4,185 | 12.44 | ||||
| 2026-04-08 | 13F | Significant Wealth Partners LLC | 1,154 | 420 | ||||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 1,312 | 11.75 | 477 | 20.76 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 1 | 0 | ||||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 20,246 | 0.52 | 7,365 | 8.53 | ||||
| 2026-05-11 | 13F | ICW Investment Advisors LLC | 1,343 | 21.43 | 488 | 31.18 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 2,254 | 29.99 | 820 | 40.24 | ||||
| 2026-05-13 | 13F | Capital Research Global Investors | 1,898,603 | 690,677 | ||||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 22 | 8 | ||||||
| 2026-05-15 | 13F | Kemnay Advisory Services Inc. | 14 | 5 | ||||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 17,374 | 0.14 | 6,320 | 8.13 | ||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 54,962 | 1.67 | 19,995 | 9.77 | ||||
| 2026-05-11 | 13F | Gulf International Bank (UK) Ltd | 2,736 | 42.95 | 1 | |||||
| 2026-05-07 | 13F | Agf Management Ltd | 9,685 | 4.41 | 3,523 | 12.74 | ||||
| 2026-05-13 | 13F | TradeLink Capital LLC | 3,057 | 1 | ||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 24,294 | 241.40 | 8,838 | 268.67 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 4,843 | 11.33 | 1,762 | 20.20 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 3,476 | 9.24 | 1,264 | 17.91 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 17,490 | 0.15 | 6,363 | 8.12 | ||||
| 2026-05-15 | 13F | Fenimore Asset Management Inc | 80,971 | 33.05 | 29,456 | 43.65 | ||||
| 2026-05-12 | 13F | Creative Planning | 14,994 | 70.31 | 5,455 | 83.88 | ||||
| 2026-05-14 | 13F | Taylor Securities Services, Inc. | 23,825 | 0.95 | 8,667 | 8.99 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 70 | 25 | ||||||
| 2026-05-15 | 13F | Whetstone Capital Advisors, LLC | 668 | 1.83 | 243 | 9.95 | ||||
| 2026-04-21 | 13F | Hosking Partners LLP | 7,092 | 2,580 | ||||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 3 | 1 | ||||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 819 | 4.60 | 298 | 12.93 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 689 | 251 | ||||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 2,236 | 1.45 | 813 | 9.57 | ||||
| 2026-05-06 | 13F | Heartland Advisors Inc | 51,593 | 14.27 | 18,769 | 23.37 | ||||
| 2026-05-12 | 13F | CIBC Asset Management Inc | 2,332 | 4.57 | 848 | 12.92 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 1,158 | 0.35 | 421 | 8.51 | ||||
| 2026-05-16 | 13F | Guardian Partners Inc. | 708 | 3.21 | 258 | -8.54 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 891 | 55.77 | 324 | 51.40 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 71,088 | 7.10 | 25,861 | 15.63 | ||||
| 2026-05-08 | 13F | VANGUARD ASSET MANAGEMENT, Ltd | 17,341 | 6,308 | ||||||
| 2026-05-06 | 13F | Redmond Asset Management, LLC | 30,579 | 2.28 | 11,124 | 10.43 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 7,869 | 0.06 | 3 | 0.00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 1,513 | 550 | ||||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 667 | 243 | ||||||
| 2026-05-15 | 13F | OMERS ADMINISTRATION Corp | 1,734 | 42.25 | 631 | 53.66 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 239,606 | 12.17 | 87,166 | 21.11 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 2,433 | 102.75 | 885 | 111.48 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 1,182 | 354.62 | 444 | 410.34 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 1,878 | 16.07 | 683 | 25.32 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 3,100 | 1,128 | ||||||
| 2026-05-08 | 13F | Eurizon Capital SGR S.p.A. | 3,958 | 1,436 | ||||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 16 | 100.00 | 6 | 150.00 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 987 | 2.07 | 0 | |||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 9,819 | 1.73 | 3,572 | 9.84 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 144,173 | 4.73 | 52,448 | 13.07 | ||||
| 2026-04-29 | 13F | Swedbank AB | 58,214 | 11.21 | 21,178 | 20.07 | ||||
| 2026-05-07 | 13F | SEB Asset Management AB | 6,993 | 2,544 | ||||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 1,329 | 26.45 | 483 | 36.44 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 141,300 | 427.24 | 51,404 | 469.25 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 25,075 | 9,122 | ||||||
| 2026-04-14 | 13F | Legacy Trust | 551 | 200 | ||||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 374 | 14.37 | 136 | 23.64 | ||||
| 2026-05-15 | 13F | State Street Corp | 1,273,941 | 2.68 | 463,447 | 10.86 | ||||
| 2026-05-11 | 13F | Westfield Capital Management Co Lp | 9,822 | 3,573 | ||||||
| 2026-05-08 | 13F | Alps Advisors Inc | 71,467 | 0.98 | 25,999 | 9.02 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 1,042 | 379 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 149,700 | 68.58 | 54,459 | 82.01 | |||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 1,214 | 442 | ||||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 950 | 346 | ||||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 1,923 | 703 | ||||||
| 2026-05-14 | 13F | Monte Financial Group, LLC | 11,712 | 15.62 | 4,261 | 24.82 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 58,665 | 2,503.86 | 20,371 | 2,583.93 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 1,373 | 52.22 | 500 | 64.69 | ||||
| 2026-05-12 | 13F | Sumitomo Life Insurance Co | 497 | 3.33 | 181 | 11.11 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 3,094 | 17.15 | 1 | |||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 6,728 | 2.44 | 2 | 0.00 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 16 | 6 | ||||||
| 2026-05-13 | 13F | Havemeyer Place LP | 5,648 | 132.05 | 2,055 | 150.49 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 34,212 | 185.00 | 12,446 | 207.74 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 36,912 | 9.24 | 13 | 18.18 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 4,090,055 | 10.98 | 1,487,921 | 19.82 | ||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 64 | 23.08 | 23 | 35.29 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 20,823 | 25.26 | 7,016 | 4.39 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 1,029 | 374 | ||||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co 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 | 216,751 | 78,852 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 19 | 11.76 | 7 | 20.00 | ||||
| 2026-05-15 | 13F | Lombard Odier Asset Management (USA) Corp | 886 | 322 | ||||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 29,861 | 0.05 | 10,863 | 8.03 | ||||
| 2026-05-14 | 13F | MetLife Investment Management, LLC | 17,180 | 0.68 | 6,250 | 8.70 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 4,510 | 7.87 | 1,641 | 16.48 | ||||
| 2026-05-15 | 13F | Atom Investors LP | 5,848 | 2,127 | ||||||
| 2026-05-15 | 13F | Worldquant Millennium Advisors Llc | 6,418 | 2,335 | ||||||
| 2026-04-28 | 13F | Argonautica Private Wealth Management, Inc | 662 | 10.70 | 241 | 19.40 | ||||
| 2026-05-15 | 13F | Quarry LP | 167 | 50.45 | 61 | 62.16 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 46,769 | 64.94 | 17,014 | 78.08 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | 214 | 2,040.00 | 78 | 2,466.67 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 91,378 | 7.01 | 33,242 | 15.54 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | Put | 500 | 25.00 | 182 | 35.07 | |||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 719 | 262 | ||||||
| 2026-05-07 | 13F | Dimensional Fund Advisors Lp | 226,917 | 0.74 | 82,525 | 8.72 | ||||
| 2026-05-12 | 13F | Landscape Capital Management, L.l.c. | 10,310 | 126.29 | 3,751 | 144.30 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 62 | 21.57 | 23 | 35.29 | ||||
| 2026-04-27 | 13F | Fjarde Ap-fonden /fourth Swedish National Pension Fund | 11,619 | 24.15 | 4,227 | 34.03 | ||||
| 2026-04-30 | 13F | ASR Vermogensbeheer N.V. | 683 | 2.40 | 248 | 10.71 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 4 | 300.00 | 2 | |||||
| 2026-05-05 | 13F | Napier Financial, LLC | 14 | 5 | ||||||
| 2026-05-11 | 13F | Alamea Verwaltungs GmbH | 1,789 | 17.16 | 651 | 10.17 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 680 | 247 | ||||||
| 2026-05-07 | 13F | Wcm Investment Management, Llc | 4,350 | 2.35 | 1,518 | 4.12 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 1,598 | 22.73 | 581 | 32.65 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 69 | 25 | ||||||
| 2026-04-29 | 13F | Unified Investment Management | 1,312 | 477 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 1,439 | 161.16 | 524 | 183.24 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 11 | 83.33 | 5 | 100.00 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 46,556 | 1.16 | 16,937 | 9.22 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 3,000 | 1,091 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 1,523 | 39.34 | 554 | 50.27 | ||||
| 2026-05-15 | 13F | Freestone Grove Partners LP | 23,359 | 8,498 | ||||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 36,319 | 0.62 | 13,212 | 8.63 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 1,793 | 12.27 | 652 | 21.19 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 477 | 13.30 | 174 | 22.70 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 107,110 | 3.62 | 38,965 | 11.88 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 1 | 0 | ||||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 16,865 | 74.71 | 6,135 | 88.65 | ||||
| 2026-05-12 | 13F | Danske Bank A/s | 16,397 | 6.22 | 5,965 | 14.69 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 634 | 231 | ||||||
| 2026-02-12 | 13F | Cibc World Markets Corp | 4,911 | 238.92 | 1,655 | 158.84 | ||||
| 2026-05-14 | 13F | DnB Asset Management AS | 10,505 | 9.07 | 3,822 | 17.75 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 3 | 50.00 | 1 | |||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 11,632 | 2.75 | 4,232 | 10.93 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 1,340 | 47.90 | 487 | 59.67 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 15 | 650.00 | 5 | |||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 6,435 | 17.99 | 2,341 | 27.38 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 5,560 | 134.40 | 2,023 | 153.07 | ||||
| 2026-05-04 | 13F | LaFleur & Godfrey LLC | 37,030 | 0.08 | 13,471 | 8.06 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 585 | 28.85 | 213 | 39.47 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 4 | 100.00 | 1 | |||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 18 | 200.00 | 7 | 200.00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 146 | 440.74 | 53 | 488.89 | ||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 200 | 0 | ||||||
| 2026-04-30 | 13F | Nuveen, LLC | 75,300 | 23.31 | 27,393 | 33.13 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 428 | 205.71 | 144 | 157.14 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 1,136 | 2.07 | 413 | 10.13 | ||||
| 2026-05-08 | 13F | Northwestern Mutual Investment Management Company, Llc | 7,825 | 0.14 | 2,847 | 8.13 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 16,196 | 2.43 | 5,892 | 10.61 | ||||
| 2026-05-18 | 13F | Intrinsic Edge Capital Management LLC | 40,000 | 14,552 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 793 | 11.69 | 289 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 78 | 26 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 149,692 | 16.42 | 54,456 | 25.69 | ||||
| 2026-04-20 | 13F | Louisiana State Employees Retirement System | 10,100 | 4.12 | 3,674 | 12.42 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 102,900 | 4,045.85 | 37,434 | 4,377.63 | ||||
| 2026-04-28 | 13F | Handelsbanken Fonder AB | 52,738 | 26.60 | 19 | 35.71 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 8,381 | 49.85 | 3,049 | 61.78 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 15 | 7.14 | 5 | 25.00 | ||||
| 2026-05-08 | 13F | Baillie Gifford & Co | 1,137,258 | 23.95 | 413,723 | 33.83 | ||||
| 2026-05-01 | 13F | Markel Corp | 582,169 | 0.78 | 211,787 | 8.81 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 13,331 | 3.45 | 4,850 | 7.88 | ||||
| 2026-05-07 | 13F | Bahl & Gaynor Inc | 261,924 | 0.44 | 95,285 | 8.44 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 2,108 | 21.15 | 767 | 30.72 | ||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 1,424 | 494 | ||||||
| 2026-04-10 | 13F | Oak Thistle LLC | 4,428 | 90.86 | 1,611 | 106.15 | ||||
| 2026-05-11 | 13F | Universal- Beteiligungs- und Servicegesellschaft mbH | 11,900 | 23.38 | 4,336 | 32.25 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 47,567 | 2,882.26 | 17,304 | 3,122.35 | ||||
| 2026-05-08 | 13F | Legal & General Group Plc | 103,754 | 3.29 | 37,745 | 11.51 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 388 | 29.33 | 147 | 36.45 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 1,622 | 6.99 | 590 | 15.69 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 1,776 | 45.69 | 761 | 66.89 | ||||
| 2026-05-08 | 13F | Oslo Pensjonsforsikring AS | 587 | 214 | ||||||
| 2026-05-12 | 13F | National Pension Service | 5,383 | 80.52 | 1,958 | 95.02 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 706 | 7.29 | 257 | 15.84 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 7,649 | 18.39 | 2,783 | 27.79 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 10 | 4 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 560,672 | 83.97 | 203,967 | 98.62 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 127,904 | 10,124.14 | 46,527 | 9,113.07 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 28 | 10 | ||||||
| 2026-05-15 | 13F | Saudi Central Bank | 1,289 | 469 | ||||||
| 2026-05-11 | 13F | Catalyst Funds Management Pty Ltd | 645 | 235 | ||||||
| 2026-05-15 | 13F | Df Dent & Co Inc | 22,836 | 5.72 | 8,307 | 14.14 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 162,639 | 47.95 | 59,166 | 59.73 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 923 | 336 | ||||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 1,412 | 53.65 | 514 | 66.02 | ||||
| 2026-05-14 | 13F | Phillips Wealth Planners LLC | 1,342 | 45.24 | 570 | 60.28 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 3 | 1 | ||||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 6,434 | 0.53 | 2,341 | 8.53 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 174,551 | 124.47 | 63,505 | 142.36 | ||||
| 2026-05-15 | 13F | Voleon Capital Management Lp | 11,290 | 183.74 | 4,107 | 206.49 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1,471 | 111.65 | 535 | 128.63 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 956 | 3.91 | 348 | 12.30 | ||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 1,294 | 22.54 | 471 | 32.39 | ||||
| 2026-04-16 | 13F | Aegon Asset Management Uk Plc | 125,107 | 9.74 | 45,040 | 17.17 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 11,287 | 17.52 | 4,106 | 26.89 | ||||
| 2026-05-14 | 13F | Blalock Williams, Llc | 2,332 | 3.78 | 848 | 12.02 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 231 | 84 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 13 | 8.33 | 5 | 0.00 | ||||
| 2026-05-04 | 13F | Mattern Capital Management, Llc | 3,614 | 12.06 | 1,315 | 20.99 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 292,356 | 33.75 | 106,356 | 44.40 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 1,056 | 4.35 | 384 | 12.94 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 2,409 | 6.73 | 877 | 15.26 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 29,563 | 0.56 | 10,761 | 8.58 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 32,288 | 8.37 | 11,746 | 17.02 | ||||
| 2026-05-14 | 13F | Aviva Plc | 28,513 | 2.10 | 10,373 | 10.22 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 3,048 | 1.03 | 1,109 | 9.06 | ||||
| 2026-05-01 | 13F | Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 8,750 | 0.13 | 3,183 | 8.12 | ||||
| 2026-05-15 | 13F | Caption Management, LLC | Put | 45,000 | 16,371 | |||||
| 2026-05-07 | 13F | Advisor OS, LLC | 1,329 | 38.58 | 483 | 49.54 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 1,339 | 1.21 | 487 | 9.44 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 684 | 11.40 | 249 | 20.39 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 8 | 3 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 1,700 | 70.00 | 618 | 83.93 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 7,200 | 414.29 | 2,619 | 456.05 | |||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 931 | 6.28 | 350 | 18.31 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 496 | 10.47 | 0 | |||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 10 | 4 | ||||||
| 2026-05-01 | 13F | Citizens Business Bank | 1,239 | 451 | ||||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 14,321 | 1.21 | 5,210 | 9.27 | ||||
| 2026-05-08 | 13F | Amalgamated Bank | 15,705 | 1.49 | 6 | 0.00 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 56,583 | 1.35 | 20,585 | 9.43 | ||||
| 2026-05-12 | 13F | Taylor Hoffman Capital Management LLC | 731 | 0.97 | 266 | 9.05 | ||||
| 2026-04-22 | 13F | Harrell Investment Partners, Llc | 1,669 | 607 | ||||||
| 2026-05-15 | 13F | Verition Fund Management LLC | 9,156 | 41.01 | 3,331 | 52.26 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 831 | 0.48 | 302 | 8.63 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 1 | 0 | ||||||
| 2026-05-14 | 13F | Wealth Alliance | 2,237 | 5.52 | 814 | 13.87 | ||||
| 2026-05-12 | 13F | Cambiar Investors Llc | 9,147 | 3,328 | ||||||
| 2026-04-24 | 13F | Patten Group, Inc. | 1,134 | 413 | ||||||
| 2026-02-13 | 13F | Sei Investments Co | 36,751 | 2.94 | 12,384 | -14.20 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 203 | 4.64 | 77 | 10.14 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | Put | 1,000 | 364 | |||||
| 2026-05-14 | 13F | Treasurer of the State of North Carolina | 14,899 | 2.15 | 5 | 25.00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 987 | 1.54 | 359 | 9.48 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 112 | 41 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 22,509 | 1,047.25 | 8,189 | 1,138.73 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 46,000 | 2.42 | 16,734 | 10.59 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1,801 | 0.73 | 655 | 8.80 | ||||
| 2026-05-04 | 13F | State Of Michigan Retirement System | 8,383 | 1.21 | 3,050 | 9.28 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 1,825 | 1 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 1,115 | 2.67 | 406 | 10.66 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 86 | 31 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 68,572 | 83.04 | 24,946 | 97.62 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 50,496 | 18,370 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 2,111 | 23.23 | 768 | 33.10 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 7,081 | 1,088.09 | 2,576 | 1,187.50 | ||||
| 2026-05-12 | 13F | Abn Amro Investment Solutions | 3,672 | 56.99 | 1,336 | 69.42 | ||||
| 2026-05-14 | 13F | DC Investments Management, LLC | 567 | 206 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 806 | 0.50 | 293 | 8.52 | ||||
| 2026-05-13 | 13F | Korea Investment CORP | 28,745 | 10.42 | 10,457 | 19.22 | ||||
| 2026-05-12 | 13F | Ilmarinen Mutual Pension Insurance Co | 5,096 | 2 | ||||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 68 | 4.62 | 25 | 14.29 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 2,615 | 1.55 | 951 | 9.69 | ||||
| 2026-05-14 | 13F | Swiss Life Asset Management Ltd | 7,932 | 30.65 | 2,886 | 41.08 | ||||
| 2026-04-22 | 13F | Groesbeck Investment Management Corp /nj/ | 697 | 1.60 | 0 | |||||
| 2026-04-29 | 13F | Oregon Public Employees Retirement Fund | 7,108 | 2.79 | 2,586 | 10.94 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 63,225 | 10.97 | 23 | 21.05 | ||||
| 2026-04-24 | 13F | Conestoga Capital Advisors, LLC | 121,904 | 5.48 | 44,347 | 13.89 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 5 | 2 | ||||||
| 2026-05-08 | 13F | Roundview Capital LLC | 2,181 | 793 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 21,160 | 41.53 | 7,582 | 50.53 | ||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 586 | 213 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 4,247 | 19.87 | 1,545 | 27.16 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 23,306 | 61.57 | 8,479 | 74.44 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 4,539 | 4.08 | 1,651 | 12.39 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 11,127 | 1.64 | 4,048 | 9.73 | ||||
| 2026-04-27 | 13F | V-Square Quantitative Management LLC | 471 | 15.44 | 171 | 24.82 | ||||
| 2026-05-13 | 13F | Capital International Inc /ca/ | 63,551 | 8.70 | 23,119 | 17.37 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 1 | 0 | ||||||
| 2026-04-29 | 13F | Klp Kapitalforvaltning As | 12,600 | 1.61 | 4,584 | 9.69 | ||||
| 2026-05-15 | 13F | FIL Ltd | 275 | 511.11 | 100 | 566.67 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 15 | 36.36 | 5 | 66.67 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 7,983 | 19.06 | 2,904 | 28.55 | ||||
| 2026-05-15 | 13F | Ironvine Capital Partners, LLC | 18,947 | 96.42 | 6,893 | 112.06 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 582 | 212 | ||||||
| 2026-05-15 | 13F | Junto Capital Management LP | 145,151 | 52,804 | ||||||
| 2026-04-22 | 13F | Arcadia Investment Management Corp/mi | 18,065 | 0.28 | 6,572 | 8.25 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 553 | 201 | ||||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 29,712 | 6.34 | 10,809 | 14.81 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 6,127 | 17.87 | 2,229 | 27.24 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 13,412 | 14.54 | 4,893 | 24.03 | ||||
| 2026-05-11 | 13F | Elequin Capital Lp | 80 | 29 | ||||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 1,756 | 16.06 | 639 | 25.34 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 2,651 | 4.66 | 964 | 13.01 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 583 | 14.09 | 212 | 23.26 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 63,568 | 136.65 | 23,125 | 155.50 | ||||
| 2026-05-15 | 13F/A | Woodline Partners LP | 1,367 | 112.60 | 497 | 130.09 | ||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | 1,429 | 0.21 | 520 | 8.13 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 1,373 | 15.96 | 499 | 25.38 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 1 | 0 | ||||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 11,852 | 12.29 | 4,312 | 21.23 | ||||
| 2026-05-14 | 13F | Arrowstreet Capital, Limited Partnership | 4,630 | 1,684 | ||||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 0 | 0 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 13 | 5 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 10,775 | 191.85 | 3,920 | 215.03 | ||||
| 2026-05-13 | 13F | Daiwa Securities Group Inc. | 4,017 | 7.52 | 1,461 | 146,000.00 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 1,040 | 16.46 | 378 | 26.00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 8,000 | 53.85 | 2,910 | 66.10 | |||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 62 | 5.08 | 23 | 15.79 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 6 | 20.00 | 2 | 100.00 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 19,201 | 7.23 | 7 | 0.00 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 3,490 | 0.93 | 1,270 | 8.93 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 555 | 0.18 | 202 | 8.06 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 10,373 | 9.95 | 4 | 0.00 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 589 | 215 | ||||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 1,938 | 21.73 | 705 | 31.53 | ||||
| 2026-01-29 | 13F | Comerica Bank | 45,756 | 36.32 | 15,417 | 13.61 | ||||
| 2026-05-01 | 13F | Vantage Investment Partners, LLC | 171,864 | 3.43 | 62,522 | 11.66 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 784 | 0.77 | 285 | 8.78 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 7 | 2 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 5,778 | 20.02 | 2,102 | 29.53 | ||||
| 2026-05-05 | 13F | UBS Group AG | 363,127 | 94.32 | 132,102 | 109.79 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 3,111 | 74.29 | 1,132 | 88.19 | ||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 1,567,499 | 570,240 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 10,573 | 0.54 | 3,846 | 8.52 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1,558 | 104.46 | 1 | |||||
| 2026-04-02 | 13F | Somerset Trust Co | 684 | 2.40 | 249 | 10.22 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 2,610 | 87.10 | 949 | 102.35 | ||||
| 2026-05-14 | 13F | Osmosis Investment Management UK Ltd | 1,004 | 365 | ||||||
| 2026-04-24 | 13F | IFM Investors Pty Ltd | 7,461 | 2,714 | ||||||
| 2026-04-09 | 13F | Park Place Capital Corp | 1,362 | 37.30 | 495 | 48.20 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 9 | 125.00 | 3 | 200.00 | ||||
| 2026-04-29 | 13F | Burney Co/ | 832 | 1.84 | 303 | 9.82 | ||||
| 2026-05-11 | 13F | Crossmark Global Holdings, Inc. | 2,113 | 19.38 | 769 | 28.86 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 16 | 6 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 110 | 0.92 | 40 | 8.11 | ||||
| 2026-05-11 | 13F | Allstate Corp | 4,872 | 104.45 | 1,772 | 120.95 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 539 | 232 | ||||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 29 | 16.00 | 11 | 25.00 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 2,688 | 9.67 | 978 | 18.42 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 603 | 219 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 426,905 | 8.39 | 155,304 | 17.02 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 23 | 2,200.00 | 8 |
