46438G166
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | History | Added to | 1,019,718 | 24,095 | 0.31% | 0.1% | 1 | +720,203 | 240.46% | Q3 2026 | Oct 22, 2026 |
| Aptus Capital Advisors, LLC | History | New | 891,229 | 21,059 | 0.13% | — | 2 | +891,229 | New | Q3 2026 | Nov 13, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 782,135 | 18,481 | 6.78% | 5.11% | 3 | +231,022 | 41.92% | Q3 2026 | Oct 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 661,186 | 15,623 | 0.01% | 0.01% | 4 | +107,237 | 19.36% | Q3 2026 | Nov 09, 2026 |
| BlackRock, Inc. | History | Reduced | 305,000 | 7,207 | 0.0% | 0.0% | 5 | -95,000 | -23.75% | Q3 2026 | Nov 13, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 244,579 | 5,779 | 0.53% | 0.3% | 6 | +112,511 | 85.19% | Q3 2026 | Oct 26, 2026 |
| Krilogy Financial LLC | History | Added to | 219,263 | 5,199 | 0.14% | 0.15% | 7 | +15,578 | 7.65% | Q3 2026 | Oct 13, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | New | 212,505 | 5,021 | 3.22% | — | 8 | +212,505 | New | Q3 2026 | Oct 16, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 99,790 | 2,358 | 0.0% | 0.0% | 9 | +34,209 | 52.16% | Q3 2026 | Nov 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 82,889 | 1,963 | 0.0% | 0.0% | 10 | +27,503 | 49.66% | Q3 2026 | Oct 13, 2026 |
| Marathon Mission, Inc. | History | Added to | 75,131 | 1,775 | 0.9% | 0.75% | 11 | +15,010 | 24.97% | Q3 2026 | Oct 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 61,086 | 1,536 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 40,994 | 968 | 0.01% | 0.01% | 13 | +13,213 | 47.56% | Q3 2026 | Oct 14, 2026 |
| Gilbert & Cook, Inc. | History | No change | 27,721 | 697 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stokes Family Office, LLC | History | New | 27,696 | 654 | 0.08% | — | 15 | +27,696 | New | Q3 2026 | Nov 12, 2026 |
| Cetera Investment Advisers | History | Added to | 21,305 | 503 | 0.0% | 0.0% | 16 | +8,520 | 66.64% | Q3 2026 | Nov 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 19,774 | 498 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 19,370 | 457 | 0.14% | 0.04% | 18 | +13,376 | 223.16% | Q3 2026 | Oct 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 17,154 | 431 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Kestra Advisory Services, LLC | History | New | 17,707 | 418 | 0.0% | — | 20 | +17,707 | New | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 16,957 | 400 | 0.0% | 0.0% | 21 | +6,373 | 60.21% | Q3 2026 | Nov 02, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Added to | 13,440 | 317 | 0.13% | 0.13% | 22 | +885 | 7.05% | Q3 2026 | Oct 13, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | New | 12,496 | 295 | 0.24% | — | 23 | +12,496 | New | Q3 2026 | Oct 13, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | New | 12,336 | 291 | 0.03% | — | 24 | +12,336 | New | Q3 2026 | Oct 13, 2026 |
| Lido Advisors, LLC | History | New | 12,264 | 289 | 0.0% | — | 25 | +12,264 | New | Q3 2026 | Nov 04, 2026 |
| Guidance Point Advisors, LLC | History | New | 11,706 | 276 | 0.06% | — | 26 | +11,706 | New | Q3 2026 | Oct 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 11,088 | 262 | 0.0% | 0.0% | 27 | +3,073 | 38.34% | Q3 2026 | Nov 09, 2026 |
| BFC Planning, Inc. | History | Reduced | 10,788 | 254 | 0.01% | 0.01% | 28 | -1,788 | -14.22% | Q3 2026 | Nov 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 10,126 | 239 | 0.0% | — | 29 | +10,126 | New | Q3 2026 | Nov 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 9,244 | 218 | 0.0% | — | 30 | +9,244 | New | Q3 2026 | Nov 12, 2026 |
| UBS Group AG | History | New | 7,400 | 174 | 0.0% | — | 31 | +7,400 | New | Q3 2026 | Nov 10, 2026 |
| Addison Advisors LLC | History | New | 5,834 | 137 | 0.06% | — | 32 | +5,834 | New | Q3 2026 | Nov 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,040 | 95 | 0.0% | 0.0% | 33 | +2,615 | 183.51% | Q3 2026 | Nov 03, 2026 |
| Community Financial Services Group, LLC | History | New | 1,619 | 38 | 0.01% | — | 34 | +1,619 | New | Q3 2026 | Oct 15, 2026 |
| Pioneer Family Office, LLC | History | New | 1,461 | 34 | 0.02% | — | 35 | +1,461 | New | Q3 2026 | Oct 30, 2026 |
| Cherry Tree Wealth Management, LLC | History | New | 1,337 | 31 | 0.01% | — | 36 | +1,337 | New | Q3 2026 | Oct 15, 2026 |
| Capital Analysts, LLC | History | No change | 1,000 | 23 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q3 2026 | Nov 13, 2026 |
| Bullock Wealth Management Group | History | Added to | 547 | 12 | 0.0% | 0.01% | 38 | +6 | 1.11% | Q3 2026 | Oct 09, 2026 |
| High Note Wealth, LLC | History | New | 384 | 9 | 0.0% | — | 39 | +384 | New | Q3 2026 | Oct 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 204 | 4 | 0.0% | — | 40 | +204 | New | Q3 2026 | Nov 13, 2026 |
| Root Financial Partners, LLC | History | New | 64 | 1 | 0.0% | — | 41 | +64 | New | Q3 2026 | Oct 21, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -12,576 | -100.0% | Q3 2026 | Nov 13, 2026 |