Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF, to m.in Cerity Partners LLC, Wharton Business Group, LLC, Storen Legacy Partners, LLC, Cahill Financial Advisors Inc, Resolute Wealth Advisor, Inc., Lincoln Capital Corp, Clear Wave Wealth Management Llc, Central Pacific Bank - Trust Division, Skyline Advisors, Inc., Milestone Asset Management, Llc, Intentional Wealth Strategies, LLC, Capital Investment Advisory Services, LLC, Strategies Wealth Advisors, LLC, Bull Harbor Capital LLC, Venturi Wealth Management, LLC, Financial Life Advisors, Sanchez Gaunt Capital Management, LLC, Armor Investment Advisors, LLC, Novem Group, i Balyasny Asset Management Llc .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Unique Wealth, Llc | 634 211 | 67,65 | 20 897 | 65,89 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 999 677 | 8,08 | 32 939 | 6,95 | ||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 140 289 | 0,05 | 4 623 | -1,01 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 469 968 | 10,72 | 15 485 | 9,55 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 216 119 | 71,14 | 7 121 | 69,35 | ||||
| 2026-04-08 | 13F | StoneCrest Wealth Management, Inc. | 154 992 | 2,66 | 5 107 | 1,57 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 2 427 719 | 13,02 | 79 993 | 11,84 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 21 599 | 10,08 | 712 | 8,88 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 14 645 | 8,07 | 483 | 6,87 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 86 826 | 56,50 | 2 861 | 54,85 | ||||
| 2026-04-30 | 13F | Hyposwiss Advisors SA | 2 030 | 146,06 | 67 | 144,44 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 6 752 705 | 31,48 | 222 502 | 30,10 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 336 584 | 1,26 | 11 090 | 0,20 | ||||
| 2026-04-29 | 13F | LiftPoint Family Wealth Advisors LLC | 106 999 | 31,01 | 3 526 | 29,64 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 234 | 8 | ||||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 16 988 | 44,10 | 560 | 42,60 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 2 789 | 4,93 | 92 | 3,41 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 7 830 | 258 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 181 125 | 730,89 | 5 968 | 723,17 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 251 503 | 32,44 | 8 287 | 31,06 | ||||
| 2026-05-15 | 13F | Fmr Llc | 4 708 | 231,08 | 155 | 229,79 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 193 806 | 14,67 | 6 386 | 13,45 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 171 630 | 10,23 | 7 404 | 36,98 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 12 507 | 412 | ||||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 47 072 | 3,98 | 1 551 | -0,83 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 92 274 | 49,39 | 4 132 | 85,46 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 1 786 | 1,08 | 59 | 0,00 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 135 065 | 21,24 | 6 317 | 70,32 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 27 205 | 69,58 | 896 | 67,79 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 326 924 | 24,69 | 10 772 | 23,39 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 30 566 | 1,92 | 1 007 | 0,90 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 24 662 | 16,45 | 813 | 15,18 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 25 | 212,50 | 1 | |||||
| 2026-05-15 | 13F | Change Path, LLC | 809 890 | 7,62 | 26 686 | 6,49 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 27 331 | 30,14 | 1 134 | 62,23 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3 672 660 | 35,18 | 121 014 | 33,76 | ||||
| 2026-05-05 | 13F | PFG Advisors | 81 931 | 12,40 | 2 700 | 11,21 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 9 182 | 364 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 945 924 | 42,32 | 31 168 | 40,83 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 35 048 | 224,70 | 1 155 | 213,59 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 511 188 | 9,13 | 16 844 | 7,99 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 22 412 | 13,95 | 739 | 12,67 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 52 073 | 42,99 | 1 774 | 46,37 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 104 177 | 6,17 | 3 433 | 5,05 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 207 411 | 7,81 | 6 834 | 6,68 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 17 995 | 74,96 | 593 | 73,10 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 246 223 | 51,86 | 8 389 | 55,36 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 602 252 | 54,72 | 19 844 | 53,09 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 19 459 | 14,21 | 641 | 13,05 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 47 260 | 27,58 | 1 557 | 26,28 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 214 | 7 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 12 400 | 409 | |||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 9 448 464 | 37,97 | 311 160 | 36,49 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 144 740 | 47,56 | 4 769 | 46,02 | ||||
| 2026-04-23 | 13F | Unify Financial Advisors | 31 197 | 12,34 | 1 028 | 11,15 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 69 544 | 3,48 | 2 291 | 2,37 | ||||
| 2026-04-10 | 13F | Novem Group | 40 003 | 1 318 | ||||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 45 752 | 1 508 | ||||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 8 809 | 12,19 | 290 | 11,11 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 31 352 | 4 212,52 | 1 033 | 4 204,17 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 62 529 | 49,33 | 2 060 | 47,78 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 1 149 | 24,62 | 38 | 23,33 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 2 123 297 | 2,01 | 69 963 | 0,94 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 260 779 | 5,57 | 8 593 | 1,12 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 1 051 252 | 6,98 | 34 639 | 5,86 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 148 946 | 4 908 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 97 599 | 10,13 | 3 216 | 8,95 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 386 284 | 4,67 | 12 728 | 3,58 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 622 968 | 24,89 | 20 527 | 23,58 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 7 197 | 7,87 | 237 | 6,76 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 595 | 495,00 | 20 | 533,33 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 21 459 | 11,35 | 707 | 10,30 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 3 536 | 103,69 | 117 | 103,51 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 192 615 | 6,77 | 6 347 | 5,64 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 42 278 | 42,38 | 1 393 | 40,99 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1 345 | 44 | ||||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 332 160 | 6,70 | 10 945 | 5,58 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 51 024 | 5,46 | 1 681 | 4,35 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 10 508 | 152,84 | 346 | 150,72 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 34 505 | 143,22 | 1 149 | 137,40 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 5 235 | 4,78 | 172 | 3,61 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 41 280 | 9,24 | 1 360 | 8,11 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 54 046 | 2,81 | 1 685 | -3,77 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 12 307 | 34,47 | 409 | 34,54 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 20 379 | 5,23 | 672 | 4,19 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 131 424 | 104,76 | 4 330 | 102,62 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 289 074 | 28,86 | 9 525 | 27,50 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 634 | 22,63 | 21 | 17,65 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 16 205 | 24,05 | 534 | 22,81 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 9 998 | 329 | ||||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 6 270 | 207 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1 600 978 | 50,94 | 52 765 | 49,33 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 46 712 | 14,78 | 1 539 | 13,58 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 24 427 | 18,65 | 805 | 17,37 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 31 799 | 23,53 | 1 048 | 22,17 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 928 | 37,89 | 31 | 36,36 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 5 585 010 | 1,17 | 184 026 | 0,11 | ||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 2 602 652 | 5,72 | 85 757 | 4,61 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 8 488 | 280 | ||||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 139 505 | 29,35 | 4 597 | 27,99 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 683 919 | 27,05 | 22 535 | 25,71 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 7 014 | 231 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 709 777 | 46,58 | 23 635 | 46,58 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 41 034 | 1 352 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 130 586 | 363,12 | 4 303 | 358,64 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 118 | 4 | ||||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 641 141 | 84,83 | 21 126 | 82,88 | ||||
| 2026-05-06 | 13F | Eq Llc | 386 872 | 7,74 | 12 747 | 6,61 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 37 724 | 47,22 | 1 243 | 45,72 | ||||
| 2026-04-22 | 13F | Abundance Wealth Counselors | 1 114 217 | 1,23 | 36 713 | 0,17 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 259 833 | 4,18 | 8 561 | 3,08 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 243 329 | 3,59 | 8 103 | 0,97 | ||||
| 2026-05-12 | 13F | Creative Planning | 23 923 | 73,87 | 788 | 72,05 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 29 527 | 137,76 | 973 | 135,35 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 238 252 | 12,38 | 7 850 | 11,19 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 402 514 | 115,58 | 13 | 116,67 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 174 444 | 125,95 | 5 748 | 123,66 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 233 546 | 108,56 | 7 695 | 106,41 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 139 798 | 16,14 | 4 606 | 14,92 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 34 712 | 28,54 | 1 144 | 27,14 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 572 123 | 166,90 | 18 851 | 164,09 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 182 940 | 12,13 | 6 028 | 10,93 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 32 369 | 25,49 | 1 067 | 20,32 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 61 599 | 0,47 | 2 030 | -0,59 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 3 336 | 110 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 28 | 1 | ||||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 8 250 | 6,45 | 272 | 5,04 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 9 | 0 | ||||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 16 833 | 2,62 | 555 | 1,47 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 403 | 13 | ||||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 662 075 | 31,40 | 21 815 | 30,01 | ||||
| 2026-05-15 | 13F | Family Management Corp | 26 002 | 14,52 | 857 | 13,23 | ||||
| 2026-05-04 | 13F | Nwam Llc | 22 495 | 114,98 | 741 | 105,26 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 392 035 | 12 918 | ||||||
| 2026-04-28 | 13F | Cobblestone Asset Management LLC | 157 843 | 1,59 | 5 201 | 0,52 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 2 652 | 84,55 | 87 | 85,11 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 62 269 | 12,94 | 2 052 | 11,77 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 286 144 | 17,72 | 9 428 | 16,50 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 10 027 | 8,53 | 330 | 7,49 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 7 716 | 254 | ||||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 142 976 | 12,21 | 4 711 | 11,06 | ||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 11 589 | 382 | ||||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 6 828 | 3,69 | 225 | 2,28 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 16 840 | 19,79 | 555 | 18,38 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 25 | 1 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 286 336 | 10,24 | 9 435 | 9,08 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 137 784 | 151,19 | 4 540 | 148,58 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 12 258 | 95,19 | 404 | 92,82 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 432 972 | 9,27 | 14 266 | 8,12 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 20 002 | 100,72 | 659 | 99,09 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 26 329 | 25,84 | 1 | |||||
| 2026-05-20 | 13F | Leigh Baldwin & Co., Llc | 39 000 | 30,31 | 1 285 | 28,89 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 46 628 | 7,44 | 1 536 | 6,30 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 8 976 | 0,03 | 296 | -1,01 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 194 031 | 4,75 | 6 393 | 3,65 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 18 779 | 29,81 | 619 | 28,48 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 7 930 885 | 49,04 | 261 323 | 47,48 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 75 623 | 10,47 | 2 492 | 9,30 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 9 338 | 45,16 | 308 | 43,46 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1 242 743 | 82,20 | 40 948 | 80,28 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 837 | 5,68 | 29 | 7,69 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 83 376 | 4,19 | 2 747 | 3,12 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 25 953 | 864 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 29 445 | 2,97 | 970 | 1,89 | ||||
| 2026-04-15 | 13F | Buttonwood Financial Group, LLC | 353 593 | 23,25 | 11 651 | 18,30 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 143 769 | 1 023,20 | 4 737 | 1 011,97 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 249 | 0,81 | 8 | 0,00 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 251 729 | 3,50 | 8 294 | 4,48 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 14 372 | 0,54 | 474 | -0,63 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 183 998 | 6,17 | 6 063 | 5,06 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 93 581 | 8,13 | 3 083 | 7,01 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 9 995 | 27,67 | 329 | 29,02 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 152 542 | 8,51 | 5 026 | 7,37 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 8 633 | 284 | ||||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 22 858 | 26,95 | 753 | 25,71 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 484 | 184,71 | 16 | 220,00 | ||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 136 607 | 4,00 | 4 501 | 2,93 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 26 423 | 3,82 | 871 | 2,72 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 146 885 | 5,35 | 4 840 | 4,24 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 9 591 | 316 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 503 816 | 11,93 | 16 601 | 10,75 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 131 511 | 3,65 | 4 333 | 2,56 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 268 415 | 61,54 | 8 938 | 57,47 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 9 529 | 10,83 | 314 | 9,44 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 49 334 | 68,80 | 1 626 | 67,01 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 2 577 | 59,76 | 85 | 58,49 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 476 114 | 5,98 | 20 204 | 34,89 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 96 290 | 3,51 | 3 173 | 2,42 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 69 350 | 7,10 | 2 285 | 5,98 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 1 647 452 | 6,40 | 54 284 | 5,28 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 7 389 | 9,29 | 243 | 8,00 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 331 349 | 5,67 | 10 918 | 4,55 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 20 644 | 680 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 145 814 | 35,73 | 4 805 | 34,30 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 409 | 13 | ||||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 230 868 | 17,90 | 7 607 | 16,67 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 386 610 | 14,23 | 12 874 | 11,36 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 31 798 | 11,79 | 1 048 | 10,56 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 227 582 | 0,75 | 7 499 | -0,31 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 129 110 | 1 245,74 | 4 254 | 1 233,54 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 230 | 8 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 5 610 905 | 9,57 | 184 879 | 108 652,35 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 82 657 | 16,61 | 2 724 | 15,38 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 15 673 | 23,39 | 516 | 22,27 | ||||
| 2026-05-15 | 13F | EFG International AG | 26 255 | 865 | ||||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 8 423 | 2,48 | 278 | 1,47 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 33 558 | 1 106 | ||||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 73 645 | 4,34 | 2 427 | 3,23 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 845 898 | 7,30 | 27 872 | 6,18 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 24 144 | 25,12 | 823 | 28,04 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 5 232 572 | 0,86 | 172 413 | -0,20 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 11 162 | 368 | ||||||
| 2026-04-27 | 13F | Mosley Wealth Management | 28 190 | 0,73 | 963 | -3,70 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 143 660 | 121,47 | 4 734 | 119,12 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 4 671 | 14 054,55 | 154 | 15 200,00 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 130 | 6 | ||||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 28 667 | 82,58 | 945 | 80,84 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 7 744 | 255 | ||||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 12 995 | 9,51 | 428 | 8,35 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 26 480 | 16,93 | 873 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 4 800 643 | 11,56 | 158 181 | 10,39 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 131 395 | 5,77 | 4 329 | 4,67 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 71 572 | 2 358 | ||||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 340 183 | 5,21 | 11 168 | 3,72 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 18 609 | 3,69 | 613 | 2,68 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 8 060 | 11,03 | 266 | 9,96 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 52 948 | 43,40 | 1 745 | 40,42 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 502 | 17 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 98 589 | 96,68 | 3 249 | 94,61 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 105 035 | 11,16 | 4 297 | 36,55 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 158 345 | 10,20 | 5 217 | 9,05 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 593 338 | 4,01 | 19 551 | 2,92 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 13 651 | 20,14 | 450 | 18,78 | ||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 556 675 | 18 342 | ||||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 252 | 8 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 2 674 692 | 19,93 | 88 131 | 18,67 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 23 820 | 53,64 | 785 | 51,94 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 46 350 | 13,10 | 1 527 | 11,95 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 13 264 | 0,35 | 437 | -0,68 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 48 474 | 22,76 | 1 597 | 21,54 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 6 238 515 | 8,82 | 206 | 7,89 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 55 261 | 7,62 | 1 821 | 6,50 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 17 230 | 92,54 | 568 | 90,27 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 399 006 | 15,79 | 13 147 | 14,57 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 108 737 | 6,54 | 3 583 | 5,41 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 95 761 | 3,14 | 3 155 | 2,07 | ||||
| 2026-05-04 | 13F | Northland Securities, Inc. | 37 905 | 10,28 | 1 249 | 9,09 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 3 888 | 104,63 | 128 | 103,17 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 359 498 | 11,52 | 12 248 | 14,09 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 201 469 | 289,03 | 6 638 | 285,03 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 95 688 | 1,74 | 3 153 | 0,67 | ||||
| 2026-05-14 | 13F | Betterment LLC | 16 377 | 65,07 | 1 | |||||
| 2026-04-16 | 13F | True Vision MN LLC | 134 207 | 15,66 | 4 422 | 14,44 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 20 076 | 8,67 | 662 | 7,48 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 441 841 | 492,10 | 14 559 | 486,07 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 890 399 | 29 339 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 246 326 | 8,27 | 8 116 | 7,14 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 10 496 | 14,09 | 346 | 12,75 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 32 055 | 3,39 | 1 056 | 2,33 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 192 024 | 17,19 | 6 328 | 15,98 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 265 744 | 870,51 | 9 094 | 864,26 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 8 023 | 2 302,10 | 273 | 2 381,82 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 14 374 | 474 | ||||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 7 219 | 2,05 | 238 | 0,85 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 238 727 | 8,72 | 9 642 | 31,87 | ||||
| 2026-05-06 | 13F | Berbice Capital Management LLC | 82 358 | 18,32 | 2 714 | 17,09 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 27 238 | 133,50 | 897 | 131,19 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 256 221 | 15,35 | 8 442 | 14,14 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 43 142 | 1 422 | ||||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 721 285 | 17,09 | 29 941 | 45,96 | ||||
| 2026-04-13 | 13F | Arwa Llc | 10 036 | 375 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 22 333 | 1,32 | 744 | -1,20 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 307 658 | 10 137 | ||||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 199 750 | 2,09 | 6 582 | 1,01 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 309 678 | 21,69 | 10 204 | 20,40 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 1 472 | 52,70 | 48 | 50,00 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 23 527 | 9,13 | 775 | 8,09 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 188 | 6 | ||||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 6 492 | 2,53 | 214 | 1,43 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 16 980 | 10,02 | 560 | 8,97 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 11 715 | 386 | ||||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 150 554 | 17,01 | 4 961 | 15,78 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 11 793 | 2,49 | 389 | 1,31 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 2 546 | 84 | ||||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 63 904 | 5,19 | 2 106 | 4,10 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 240 859 | 8,30 | 7 936 | 7,17 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 215 592 | 25,76 | 7 104 | 24,44 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 36 931 | 8,19 | 1 217 | 7,04 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 435 284 | 6,42 | 14 343 | 5,30 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 509 | 17 | ||||||
| 2026-05-13 | 13F | Keystone Financial Group | 418 803 | 16,60 | 13 800 | 15,37 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 11 543 | 1,48 | 380 | 0,53 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 1 516 138 | 1,65 | 49 705 | 0,08 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 41 353 | 1 363 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 742 434 | 10,04 | 24 463 | 8,88 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 206 879 | 11,23 | 6 817 | 10,06 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2 054 | 7,09 | 68 | 6,35 | ||||
| 2026-04-24 | 13F | Bedminster, LLC | 100 542 | 9,45 | 3 313 | 8,31 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 50 788 | 166,03 | 1 673 | 163,46 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 73 995 | 11,63 | 2 438 | 10,47 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 108 | 4 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 46 | 2 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 44 134 | 12,70 | 1 454 | 11,50 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 79 | 3 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 248 841 | 71,02 | 10 329 | 102,61 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 29 867 | 3,79 | 984 | 2,71 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 6 485 | 214 | ||||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 37 800 | 1 246 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 32 749 | 81,91 | 1 079 | 80,13 | ||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 134 562 | 4 434 | ||||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 74 466 | 5,71 | 2 454 | 4,61 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 24 191 | 42,10 | 797 | 40,81 | ||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 479 288 | 15,33 | 15 793 | 14,12 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 27 104 | 28,01 | 893 | 26,67 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 9 094 623 | 31,93 | 299 668 | 30,54 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 34 174 | 26,68 | 1 065 | 17,29 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 267 902 | 23,52 | 8 827 | 22,22 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 428 244 | 4,36 | 14 | 7,69 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 85 488 | 13,28 | 2 817 | 7,98 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 81 | 523,08 | 3 | |||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 201 961 | 20,11 | 6 655 | 18,84 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 3 721 827 | 13,99 | 123 | 12,96 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 23 291 | 3,96 | 767 | 2,82 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 474 421 | 62,48 | 15 632 | 60,77 | ||||
| 2026-04-24 | 13F | Greater Midwest Financial Group, LLC | 254 173 | 1,51 | 8 375 | 0,43 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 371 | 12 | ||||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 72 364 | 21,92 | 2 384 | 20,65 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 15 522 | 1,87 | 511 | 0,79 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 958 | 32 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 27 365 121 | 16,91 | 901 681 | 15,68 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 29 739 | 980 | ||||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 25 211 | 3,83 | 831 | 2,72 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 36 960 | 1 218 | ||||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 11 957 | 5,83 | 394 | 4,52 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2 837 228 | 97 735,45 | 93 487 | 97 281,25 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 20 362 | 678 | ||||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 14 583 | 7,13 | 481 | 5,96 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 66 537 668 | 14,96 | 2 192 416 | 13,75 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 6 090 | 201 | ||||||
| 2026-04-23 | 13F | Ewa, Llc | 230 029 | 2,80 | 7 579 | 1,72 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 19 255 | 28,49 | 634 | 27,05 | ||||
| 2026-05-05 | 13F | Theory Financial Llc | 68 517 | 0,45 | 2 258 | -4,24 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 83 553 | 7,17 | 2 753 | 6,05 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 15 014 | 16,83 | 561 | 31,15 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 59 737 | 15,49 | 1 968 | 14,29 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 36 314 | 11,35 | 1 197 | 10,13 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 116 237 | 11,55 | 3 830 | 10,37 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 618 804 | 18,35 | 20 390 | 17,10 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 19 520 | 18,85 | 643 | 17,77 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 145 234 | 5,78 | 4 786 | 4,66 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 231 592 | 10,66 | 7 631 | 9,48 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 40 536 | 1 336 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 388 529 | 375,15 | 12 802 | 370,32 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 7 704 | 15,35 | 254 | 13,96 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 7 698 | 254 | ||||||
| 2026-05-15 | 13F | Destination Wealth Management | 1 478 750 | 5,53 | 48 725 | 4,42 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 21 395 | 131,92 | 705 | 129,32 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 372 014 | 12 258 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 2 517 315 | 16,15 | 82 946 | 14,93 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 34 070 | 110,05 | 1 123 | 107,78 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 29 | 7,41 | 1 | |||||
| 2026-04-27 | 13F | PFG Investments, LLC | 21 039 | 47,57 | 693 | 46,20 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 45 790 | 20,95 | 1 509 | 19,68 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 8 015 | 264 | ||||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 10 121 | 25,84 | 333 | 24,72 | ||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 116 407 | 40,96 | 3 836 | 39,51 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 2 950 | 97 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 865 863 | 11,37 | 28 530 | 10,21 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 36 041 | 36,96 | 1 188 | 35,50 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 104 072 | 23,40 | 3 429 | 22,12 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 100 845 | 3 323 | ||||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 23 354 | 8,19 | 770 | 7,10 | ||||
| 2026-05-18 | 13F | Bull Harbor Capital LLC | 55 547 | 1 830 | ||||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 82 154 | 64,27 | 2 707 | 62,52 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 152 097 | 16,21 | 5 012 | 8,35 | ||||
| 2026-06-04 | 13F | Town Capital LLC | 139 950 | 20,98 | 4 611 | 19,70 | ||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 53 181 | 17,35 | 1 752 | 16,10 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 164 341 | 8,90 | 5 473 | 6,15 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 69 959 | 2 305 | ||||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 271 231 | 2,90 | 8 937 | 1,82 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 318 | 6,00 | 10 | 11,11 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 146 377 | 1,95 | 4 823 | 0,88 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 330 917 | 18,56 | 10 904 | 17,31 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 977 | 38,58 | 33 | 33,33 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 220 135 | 114,49 | 7 331 | 109,13 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 100 | 36 | ||||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 86 310 | 2 844 | ||||||
| 2026-04-23 | 13F | SMART Wealth LLC | 12 769 | 421 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 163 804 | 15,47 | 5 397 | 14,27 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 414 031 | 16,80 | 13 642 | 15,58 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 49 089 | 212,63 | 1 617 | 209,77 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 7 445 617 | 59,43 | 245 333 | 57,75 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 889 500 | 11,30 | 29 309 | 10,13 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 38 410 | 14,30 | 1 266 | 13,05 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 736 770 | 175,09 | 24 277 | 172,21 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 247 412 | 5,47 | 8 152 | 4,37 | ||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 610 | 5,17 | 20 | 5,26 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 20 369 595 | 25,47 | 634 920 | 17,44 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 91 415 | 12,87 | 3 012 | 11,68 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 316 823 | 6,32 | 10 439 | 5,21 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1 700 407 | 9,87 | 56 028 | 8,72 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 62 836 | 5,12 | 2 070 | 4,02 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 433 429 | 92,13 | 14 281 | 90,11 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 8 945 | 1 121,99 | 295 | 1 125,00 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 63 794 | 1,97 | 2 102 | 0,86 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 5 078 | 27,68 | 0 | |||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 101 425 | 21,86 | 3 342 | 20,57 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 65 892 | 14,22 | 2 171 | 13,01 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 2 467 105 | 50,25 | 82 155 | 146 603,57 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 48 843 | 5,12 | 1 609 | 4,01 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 627 606 | 22,98 | 20 680 | 21,69 | ||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 108 510 | 6,23 | 3 575 | 1,27 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 67 739 | 11,43 | 2 232 | 10,23 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 74 144 | 18,95 | 2 | 0,00 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 845 384 | 4,58 | 28 151 | 1,94 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 38 782 | 29,71 | 1 278 | 28,34 | ||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 7 772 | 256 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 65 | 2 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 26 370 | 46,53 | 869 | 44,91 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 3 198 581 | 10,38 | 105 393 | 9,22 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 469 158 | 4,23 | 15 459 | 3,13 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 202 464 | 153,97 | 6 671 | 152,59 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 84 998 | 2 801 | ||||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 73 113 | 12,43 | 2 409 | 11,27 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 601 | 16,70 | 20 | 11,76 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 738 319 | 12,32 | 24 | 14,29 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 30 871 | 28,24 | 1 017 | 26,97 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 122 | 4 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 1 605 454 | 8,23 | 52 900 | 7,09 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 21 709 | 715 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 151 605 | 9,71 | 4 995 | 8,56 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 5 890 | 35,31 | 194 | 34,72 | ||||
| 2026-04-23 | 13F | Catalyst Investment Management LLC | 21 706 | 886 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 248 | 8 | ||||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 8 803 | 9,46 | 290 | 8,61 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 14 671 | 2,80 | 483 | 1,68 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 33 785 | 3,32 | 1 113 | 2,30 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 296 399 | 45,32 | 9 770 | 43,45 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 10 711 | 353 | ||||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 43 091 | 2,77 | 1 420 | 1,65 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 732 673 | 311,19 | 24 142 | 306,89 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 68 819 | 385,22 | 3 106 | 532,59 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 34 | |||||||
| 2026-04-10 | 13F | MKT Advisors LLC | 24 295 | 11,50 | 844 | 13,90 | ||||
| 2026-04-16 | 13F | Lincoln Capital Corp | 146 820 | 4 838 | ||||||
| 2026-05-05 | 13F | Mcmorgan & Co Llc | 331 308 | 1,29 | 10 917 | 0,23 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 21 281 | 5,01 | 701 | 4,01 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 37 924 | 81,34 | 1 250 | 79,45 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 384 843 | 5,97 | 12 681 | 4,85 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 159 673 | 6,22 | 5 261 | 5,11 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 65 | 2 | ||||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 356 430 | 10,78 | 11 744 | 9,61 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 10 452 | 111,97 | 344 | 109,76 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 34 346 | 37,65 | 1 144 | 26,58 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 17 703 | 101,22 | 583 | 99,66 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 27 813 | 26,11 | 916 | 24,80 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 081 802 | 43,66 | 35 645 | 42,15 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 11 638 | 27,68 | 383 | 26,40 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 34 410 | 6,57 | 1 134 | 1,89 | ||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 14 660 | 9,46 | 483 | 8,54 | ||||
| 2026-05-08 | 13F | Bokf, Na | 1 390 | 46 | ||||||
| 2026-05-14 | 13F | Blalock Williams, Llc | 54 880 | 15,86 | 1 808 | 14,65 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 19 651 117 | 64,58 | 647 504 | 62,85 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 14 613 | 16,75 | 481 | 15,63 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 973 080 | 5,09 | 32 063 | 3,99 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 14 816 | 93,90 | 488 | 92,13 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 14 156 | 7,26 | 482 | 4,78 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 9 806 | 38,52 | 388 | 57,72 | ||||
| 2026-04-28 | 13F | Hobbs Wealth Management, LLC | 132 956 | 1,50 | 4 381 | 0,41 | ||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 12 150 | 8,97 | 400 | 7,82 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 55 080 | 14,25 | 1 815 | 13,02 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 11 389 | 375 | ||||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 69 169 | 44,97 | 2 279 | 43,51 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 267 145 | 7,29 | 8 802 | 6,16 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 55 885 | 1,37 | 1 841 | 0,33 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 7 181 | 4,63 | 237 | 3,51 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 276 461 | 2,77 | 9 109 | 1,69 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 95 694 | 3 153 | ||||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 71 818 | 38,21 | 2 682 | 55,03 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 176 473 | 9,96 | 5 815 | 8,79 |
