Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w BlackRock ETF Trust II - iShares Flexible Income Active ETF, to m.in Cliftonlarsonallen Wealth Advisors, Llc, Advisor OS, LLC, Mjp Associates Inc /adv, Northcape Wealth Management, Llc, Storen Legacy Partners, LLC, Gts Financial, Llc, Refined Wealth Management, Lincoln Capital Corp, Segall Bryant & Hamill, Llc, Larch Capital Partners Llc, Jeter Robert S II, Ubs Asset Management Americas Inc, Seeds Investor Llc, Corrado Advisors, Llc, Members Advisory Group LLC, Pathstone Holdings, LLC, Resolute Wealth Advisor, Inc., Intentional Wealth Strategies, LLC, Bleakley Financial Group, LLC, i Sanchez Gaunt Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-22 | 13F | Wellington Grp LLC | 438 | 726,42 | 23 | 1 000,00 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 18 883 | 34,18 | 981 | 32,08 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 31 220 | 0,91 | 1 662 | 1,28 | ||||
| 2026-05-15 | 13F | Lionsbridge Wealth Management LLC | 20 126 | 2,18 | 1 045 | 0,58 | ||||
| 2026-04-27 | 13F | Vivid Wealth Management, LLC | 437 676 | 0,26 | 22 729 | -1,34 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 11 621 458 | 11,90 | 603 502 | 10,12 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 5 315 | 276 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 774 495 | 82,84 | 40 220 | 79,93 | ||||
| 2026-05-05 | 13F | Dudley Capital Management, Llc | 23 593 | 0,02 | 1 225 | -1,53 | ||||
| 2026-01-12 | 13F | Lanham O'Dell & Company, Inc. | 1 337 104 | 24,61 | 70 559 | 23,51 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 386 943 | 1,38 | 20 094 | -0,24 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 4 848 | 25,92 | 252 | 23,65 | ||||
| 2026-05-04 | 13F | First Growth Capital LLC | 14 252 | 739 | ||||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 4 363 | 227 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 8 171 | 4,09 | 428 | 3,38 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 25 899 | 1 345 | ||||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 17 973 | 66,69 | 933 | 64,26 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 404 938 | 21 028 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 12 141 | 0,62 | 630 | -0,94 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 879 840 | 19,44 | 97 620 | 17,54 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 180 | 9 | ||||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 135 950 | 194,68 | 7 060 | 190,02 | ||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 15 042 | 0,82 | 781 | -0,76 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 135 498 | 19,74 | 7 036 | 17,84 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 19 348 | 0,39 | 1 005 | -1,76 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 6 971 | 23,58 | 362 | 21,89 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1 036 342 | 151 633,82 | 53 817 | 149 391,67 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 71 920 | 3 769 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 52 640 | 2 734 | ||||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 8 945 | 36,25 | 465 | 34,10 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 3 906 | 203 | ||||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 12 060 | 5,42 | 626 | 3,81 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 4 216 | 219 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 852 | 44 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 23 016 | 37,34 | 1 195 | 35,18 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 328 498 | 5,36 | 17 151 | 4,22 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 400 | 100,00 | 21 | 100,00 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 23 164 | 23,19 | 1 201 | 20,97 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 112 224 | 27,65 | 5 828 | 25,61 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 911 | 0,89 | 47 | 0,00 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 27 238 | 34,08 | 1 423 | 32,65 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 44 880 | 2 350 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 27 241 | 27,76 | 1 415 | 25,69 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 9 710 | 11,80 | 504 | 10,04 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 78 193 | 19,85 | 4 061 | 17,95 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 240 878 | 16,12 | 12 509 | 14,27 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 4 524 | 9,83 | 235 | 7,83 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 2 200 | 115 | ||||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 220 | 0,92 | 11 | 0,00 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 15 423 | 127,98 | 806 | 126,12 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 6 909 | 37,93 | 359 | 35,61 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 302 767 | 15 723 | ||||||
| 2026-04-21 | 13F | Refined Wealth Management | 148 168 | 7 694 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 494 522 | 45,16 | 25 681 | 42,85 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 42 781 | 0,43 | 2 229 | -1,50 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 14 627 | 13,43 | 760 | 11,62 | ||||
| 2026-04-15 | 13F | Pullen Investment Management, LLC | 7 758 | 0,60 | 403 | -0,99 | ||||
| 2026-04-20 | 13F | RiverTree Advisors, LLC | 11 884 | 617 | ||||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 22 741 | 5,87 | 1 200 | 4,99 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 48 671 | 8,41 | 2 528 | 6,67 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 6 027 | 58,61 | 313 | 56,00 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 68 548 | 3 560 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 444 545 | 6,49 | 23 085 | 4,80 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 16 457 | 11,91 | 855 | 10,05 | ||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 83 736 | 57,15 | 4 348 | 54,68 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 25 619 | 36,86 | 1 330 | 34,75 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 26 616 | 1 382 | ||||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 3 871 | 201 | ||||||
| 2026-04-10 | 13F | Novem Group | 5 458 | 283 | ||||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 5 551 033 | 51,25 | 288 265 | 48,84 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 64 881 | 2,50 | 3 369 | 0,87 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 36 036 | 1 871 | ||||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 173 701 | 2,07 | 9 020 | 0,45 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1 504 289 | 14,24 | 78 141 | 12,41 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 10 632 | 25,35 | 552 | 23,49 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 29 693 | 13,03 | 1 542 | 11,18 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 29 033 | 49,66 | 1 508 | 47,31 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 486 278 | 42,49 | 25 252 | 40,22 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 50 097 | 11,57 | 2 602 | 9,79 | ||||
| 2026-05-07 | 13F | First National Trust Co | 15 122 | 127,74 | 785 | 124,29 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 13 446 | 10,83 | 698 | 9,06 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5 847 098 | 18,46 | 303 640 | 16,58 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 150 | 183,02 | 8 | 0,00 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 43 141 | 564,12 | 2 240 | 554,97 | ||||
| 2026-04-15 | 13F | City Holding Co | 1 125 | 58 | ||||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 18 417 | 14,09 | 956 | 12,34 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 5 650 823 | 122 877,65 | 293 447 | 121 159,09 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 23 860 | 6,00 | 1 239 | 4,38 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 22 396 | 1 163 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 122 464 | 43,74 | 6 360 | 41,47 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 1 197 568 | 6,95 | 62 190 | 5,25 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 11 172 | 4,47 | 580 | 2,84 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 30 812 | 34,26 | 1 600 | 32,12 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 44 594 | 9,55 | 2 316 | 7,77 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 4 876 | 4,03 | 253 | 2,43 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 192 616 | 7,22 | 10 003 | 5,51 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 60 574 | 15,19 | 3 146 | 13,37 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 898 345 | 46 651 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 10 910 | 10,16 | 1 | |||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 64 122 | 14,00 | 3 330 | 12,16 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 16 219 | 61,33 | 842 | 58,87 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 645 623 | 7,98 | 33 527 | 6,27 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 6 930 | 360 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 8 563 | 445 | ||||||
| 2026-05-18 | 13F | Claris Financial LLC | 20 557 | 80,56 | 1 068 | 77,83 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 29 571 | 6,94 | 1 536 | 5,21 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 9 308 | 37,88 | 483 | 35,67 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 16 672 | 4,72 | 866 | 2,98 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 344 220 | 19,91 | 17 875 | 16,92 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 27 497 | 11,22 | 1 428 | 9,43 | ||||
| 2026-04-28 | 13F | RW Investment Management LLC | 11 238 | 584 | ||||||
| 2026-04-30 | 13F | Corrado Advisors, Llc | 39 680 | 2 061 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 6 879 | 357 | ||||||
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 27 908 | 1,27 | 1 449 | -0,34 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 24 529 | 7,43 | 1 274 | 5,73 | ||||
| 2026-05-06 | 13F | Eq Llc | 66 583 | 9,13 | 3 458 | 7,39 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 15 277 | 1,77 | 806 | 0,88 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 51 936 | 59,91 | 2 697 | 57,44 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 68 751 | 0,82 | 3 570 | -0,78 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 20 766 582 | 37,62 | 1 078 409 | 35,43 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 76 218 | 198,43 | 3 958 | 193,76 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 38 717 | 4,65 | 2 011 | 2,97 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 380 357 | 19 752 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 565 454 | 2,23 | 29 364 | 0,60 | ||||
| 2026-05-13 | 13F | Ascension Capital Advisors, Inc. | 4 847 | 10,56 | 252 | 8,66 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 43 303 | 11,68 | 2 285 | 10,71 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 2 899 173 | 150 554 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 9 135 | 32,58 | 474 | 30,58 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 586 763 | 429,88 | 30 471 | 421,48 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 957 015 | 12,84 | 50 499 | 12,83 | ||||
| 2026-05-15 | 13F | Family Management Corp | 132 015 | 4,32 | 6 856 | 2,67 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 106 | 44,73 | 1 044 | 42,43 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 5 736 | 42,19 | 298 | 40,09 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 681 950 | 60,12 | 34 949 | 55,50 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 192 | 10 | ||||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 135 898 | 12,41 | 7 057 | 10,63 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1 741 | 5,45 | 90 | 3,45 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 22 679 | 30,83 | 1 178 | 28,77 | ||||
| 2026-05-12 | 13F | Creative Planning | 43 423 | 29,59 | 2 255 | 27,49 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 123 914 | 27,93 | 6 539 | 26,80 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 121 689 | 47,83 | 6 319 | 45,50 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 1 357 611 | 23,34 | 70 501 | 21,37 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 26 509 | 5,99 | 1 377 | 4,32 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 216 933 | 10,64 | 11 265 | 8,88 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 10 284 | 56,22 | 534 | 53,89 | ||||
| 2026-05-20 | 13F | Leigh Baldwin & Co., Llc | 55 683 | 10,44 | 2 892 | 8,64 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 606 | 31 | ||||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 4 964 | 16,55 | 258 | 14,73 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 42 209 | 78,75 | 2 192 | 75,84 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 158 527 | 9,11 | 8 232 | 7,37 | ||||
| 2026-04-21 | 13F | FSA Investment Group, LLC | 68 721 | 3 569 | ||||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 2 713 762 | 16,97 | 140 926 | 15,11 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 4 975 | 18,11 | 258 | 16,22 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1 344 398 | 37 306,73 | 69 815 | 36 838,62 | ||||
| 2026-05-05 | 13F | Members Advisory Group LLC | 39 230 | 2 037 | ||||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 64 067 | 1,07 | 3 327 | -0,51 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 8 235 | 428 | ||||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 75 754 | 19,60 | 3 934 | 17,68 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 17 159 | 891 | ||||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 1 836 270 | 46,64 | 95 358 | 44,30 | ||||
| 2026-05-12 | 13F | Vines Capital Management, LLC | 40 643 | 13,82 | 2 111 | 12,00 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 76 410 | 639,69 | 3 968 | 627,89 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 106 015 | 7,06 | 5 505 | 5,36 | ||||
| 2026-05-05 | 13F | UBS Group AG | 4 966 240 | 12,21 | 257 897 | 10,43 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 82 621 | 20,58 | 4 290 | 18,67 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 12 396 | 55,12 | 644 | 52,73 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 30 897 | 191,51 | 1 605 | 186,94 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 16 121 | 16,03 | 837 | 14,03 | ||||
| 2026-05-01 | 13F | Northcape Wealth Management, Llc | 347 058 | 18 023 | ||||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 880 911 | 40,74 | 45 767 | 138 587,88 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 42 176 | 2,53 | 2 190 | 0,92 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1 501 080 | 46,91 | 77 516 | 43,77 | ||||
| 2026-05-15 | 13F | Alternative Investment Advisors, LLC. | 165 140 | 10,27 | 8 576 | 8,50 | ||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 16 698 | 7,58 | 866 | 5,49 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 10 217 | 22,40 | 531 | 20,45 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 36 194 | 31,98 | 1 880 | 29,85 | ||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 2 851 | 1 005,04 | 148 | 1 038,46 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 21 205 | 19,28 | 1 101 | 17,38 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 61 164 | 52,56 | 3 176 | 50,17 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 343 993 | 9,56 | 17 864 | 7,82 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 392 844 | 14,31 | 20 400 | 12,50 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 42 834 | 2,31 | 2 224 | 0,68 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 5 443 735 | 16,17 | 282 693 | 14,32 | ||||
| 2026-05-15 | 13F | EFG International AG | 11 815 | 614 | ||||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 10 369 | 253,77 | 538 | 249,35 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 99 026 | 101,53 | 5 142 | 98,38 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 1 534 057 | 5,53 | 79 664 | 3,85 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 74 410 | 204,46 | 4 | 200,00 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 196 352 | 4,66 | 10 361 | 3,73 | ||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 18 751 | 3,57 | 974 | 1,88 | ||||
| 2026-05-15 | 13F | Signal Tree Financial Partners Llc | 214 932 | 4,58 | 11 161 | 2,91 | ||||
| 2026-05-15 | 13F | Royal Capital Wealth Management, LLC | 42 390 | 1,09 | 2 201 | -0,50 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 53 146 | 10,33 | 2 758 | 8,71 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 229 | 12 | ||||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 68 100 | 25,65 | 3 535 | 23,43 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 49 461 | 7,40 | 2 569 | 5,68 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 87 021 | 15,29 | 4 519 | 13,49 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 159 223 | 12,24 | 8 268 | 10,46 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 27 505 | 8,01 | 1 428 | 6,33 | ||||
| 2026-05-18 | 13F | Bull Harbor Capital LLC | 24 044 | 1 249 | ||||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 13 319 | 0,92 | 690 | -0,86 | ||||
| 2026-04-30 | 13F | First National Bank & Trust Co Of Newtown | 150 080 | 71,99 | 7 794 | 69,27 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 105 906 | 62,32 | 5 500 | 52,71 | ||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 4 026 | 209 | ||||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 295 026 | 4,85 | 15 321 | 3,18 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 334 470 | 2,86 | 17 346 | 1,10 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 12 700 | 26,37 | 660 | 24,34 | ||||
| 2026-05-15 | 13F | Chokshi & Queen Wealth Advisors, Inc | 5 100 | 265 | ||||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 746 729 | 12,03 | 39 | 8,57 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 8 872 | 461 | ||||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 103 780 | 3,58 | 5 389 | 1,93 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 4 083 | 212 | ||||||
| 2026-05-04 | 13F | Element Wealth, LLC | 31 174 | 3,60 | 1 619 | 1,95 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 39 743 | 2,20 | 2 066 | -0,19 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 7 743 | 2,47 | 402 | 1,01 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 5 180 | 0,70 | 269 | -1,11 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 21 769 | 7,71 | 1 130 | 6,00 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 148 581 | 268,60 | 7 716 | 262,72 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 6 571 | 341 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 4 833 094 | 6,41 | 250 983 | 4,71 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 431 370 | 5,07 | 22 763 | 4,15 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 446 029 | 3,46 | 23 162 | 1,82 | ||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 2 592 485 | 11,78 | 134 628 | 10,00 | ||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 39 818 | 12,64 | 2 068 | 10,36 | ||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 188 064 | 9,73 | 9 766 | 8,00 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 69 968 | 6,49 | 3 633 | 4,79 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 109 765 | 6,09 | 5 700 | 4,41 | ||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 2 317 | 5,70 | 120 | 4,35 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 23 847 | 13,32 | 1 238 | 11,53 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 53 764 | 98,46 | 2 792 | 95,31 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 73 667 | 16,84 | 3 826 | 14,97 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 10 702 | 7,84 | 556 | 6,12 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 4 530 | 235 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 170 296 | 74,22 | 8 843 | 71,44 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 6 858 | 15,32 | 356 | 13,74 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 10 010 | 3,26 | 528 | -0,94 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 4 967 | 258 | ||||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 9 356 | 486 | ||||||
| 2026-04-24 | 13F | Canton Hathaway, LLC | 1 300 | 116,67 | 68 | 116,13 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 82 260 | 78,88 | 4 272 | 76,05 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 41 310 | 2 145 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 119 179 | 16,78 | 6 187 | 14,60 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 10 570 | 94,77 | 549 | 91,61 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 354 243 | 13,33 | 18 396 | 11,53 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 33 973 | 53,77 | 1 764 | 51,42 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 4 723 | 245 | ||||||
| 2026-04-20 | 13F | Payne Capital LLC | 8 782 | 102,96 | 456 | 100,00 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 9 364 | 28,01 | 486 | 25,91 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 38 343 | 14,64 | 1 991 | 12,87 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 6 695 | 4,87 | 348 | 3,27 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 233 729 | 0,26 | 12 210 | -0,76 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 12 975 | 50,89 | 674 | 47,26 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 29 796 | 3,63 | 1 547 | 1,98 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 165 907 | 58,99 | 8 698 | 57,97 | ||||
| 2026-05-07 | 13F | Carson Advisory Inc. | 92 546 | 5,95 | 4 806 | 4,25 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 247 530 | 18,82 | 12 854 | 16,93 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 5 938 | 2,84 | 308 | 1,32 | ||||
| 2026-04-16 | 13F | Strong Tower Advisory Services | 551 018 | 10,17 | 28 614 | 8,42 | ||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 597 500 | 1,16 | 31 028 | -0,45 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 4 249 | 25,90 | 221 | 23,60 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 21 560 | 282,20 | 1 120 | 276,77 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 33 644 | 1 747 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 515 036 | 12,73 | 26 746 | 10,93 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 55 419 | 83,41 | 2 878 | 80,49 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 517 003 | 5,98 | 26 848 | 4,29 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 10 019 | 125,96 | 520 | 123,18 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 304 457 | 4,52 | 15 810 | 2,86 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 50 580 | 2 627 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 362 397 | 9,90 | 18 819 | 8,15 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 481 586 | 3,76 | 25 009 | 2,11 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 9 459 | 1,68 | 491 | 0,20 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 6 136 | 14,24 | 319 | 12,37 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 19 943 | 7,16 | 1 036 | 5,40 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 183 004 | 840,41 | 9 503 | 826,22 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 126 378 | 0,25 | 6 563 | -1,35 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 112 503 | 82,59 | 5 842 | 79,70 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 122 311 | 14,57 | 6 352 | 12,75 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 12 399 | 25,76 | 644 | 23,65 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 20 232 | 7,58 | 1 051 | 5,85 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 344 670 | 26,02 | 17 899 | 24,02 | ||||
| 2026-04-24 | 13F | Bedminster, LLC | 96 009 | 6,16 | 4 986 | 4,46 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 11 082 | 7,17 | 576 | 5,50 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 28 250 | 47,65 | 1 467 | 45,39 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 149 071 | 1,09 | 8 | 0,00 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 7 108 | 6,39 | 369 | 4,83 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 28 466 | 143,34 | 1 478 | 139,55 | ||||
| 2026-05-12 | 13F | Jeter Robert S II | 53 136 | 2 782 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 221 426 | 232,87 | 11 567 | 228,33 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 27 675 | 16,09 | 1 437 | 14,23 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 7 374 | 383 | ||||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 31 046 | 12,51 | 1 612 | 10,71 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 117 752 | 13,21 | 6 115 | 11,41 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 21 942 | 13,58 | 1 139 | 11,78 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 60 229 | 15,74 | 3 128 | 13,92 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 600 | 31 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 37 310 | 1 938 | ||||||
| 2026-04-13 | 13F | Bay Rivers Group | 206 250 | 43,33 | 10 711 | 41,05 | ||||
| 2026-05-19 | 13F | Gts Financial, Llc | 176 774 | 9 259 | ||||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 113 | 6 | ||||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 15 100 | 4,14 | 797 | 3,24 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 30 080 | 42,54 | 1 562 | 40,34 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 597 421 | 1,47 | 31 024 | -0,15 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 15 746 | 146,42 | 818 | 142,43 | ||||
| 2026-04-20 | 13F | TrueMark Investments, LLC | 47 424 | 5,39 | 2 463 | 3,71 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 72 235 | 37,86 | 3 751 | 35,71 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 893 495 | 46 399 | ||||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 231 | 12 | ||||||
| 2026-04-15 | 13F | Asio Capital, LLC | 251 273 | 1,70 | 13 049 | 0,08 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 87 668 | 6,34 | 4 553 | 4,64 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 5 795 | 301 | ||||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 16 013 | 1,06 | 832 | -0,60 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 411 048 | 10,27 | 21 346 | 8,51 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 117 430 | 104,31 | 6 098 | 101,06 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 34 244 | 10,43 | 1 775 | 8,50 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 16 472 | 16,46 | 855 | 14,61 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 3 633 | 23,99 | 189 | 22,08 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 16 995 | 129,79 | 883 | 126,15 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 11 536 | 5,11 | 599 | 2,74 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 2 435 | 126 | ||||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 2 123 686 | 110 283 | ||||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 4 010 | 208 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 175 263 | 19,60 | 9 101 | 17,69 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 862 583 | 0,94 | 45 | -2,22 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 15 777 188 | 1,07 | 819 309 | -0,54 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 20 744 | 61,89 | 1 077 | 59,32 | ||||
| 2026-04-30 | 13F | Cherry Creek Investment Advisors, Inc. | 4 861 | 0,75 | 252 | -0,79 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 928 138 | 12,60 | 48 198 | 10,81 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 8 716 481 | 2,81 | 452 647 | 1,17 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 93 | 1,09 | 5 | 0,00 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1 087 | 56 | ||||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 4 389 | 228 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 485 416 | 23,36 | 77 138 | 21,40 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 1 194 330 | 12,91 | 62 022 | 11,11 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 743 242 | 3 617,33 | 38 597 | 3 558,39 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 324 790 | 137,89 | 16 866 | 134,12 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 1 763 | 5 085,29 | 92 | 9 000,00 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 9 674 | 3,34 | 505 | 2,43 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 228 579 | 11 870 | ||||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 17 960 | 6,42 | 933 | 4,72 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 181 079 | 12,72 | 9 403 | 10,94 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 35 062 | 7,81 | 1 821 | 6,06 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 58 455 | 4,30 | 3 036 | 2,64 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 215 787 | 33,82 | 11 387 | 32,64 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 244 731 | 10,31 | 12 709 | 8,55 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 2 374 421 | 7,01 | 123 304 | 5,31 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 15 624 | 281,91 | 811 | 277,21 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 41 070 | 21,01 | 2 133 | 19,11 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 5 889 | 0,03 | 306 | -1,61 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 4 723 | 245 | ||||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 8 668 | 32,76 | 450 | 30,81 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 8 150 | 0,90 | 423 | -0,70 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 31 619 | 340,38 | 1 642 | 334,13 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 11 030 | 69,17 | 573 | 66,28 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1 599 | 84 | ||||||
| 2026-04-09 | 13F | ASL Financial, LLC | 11 258 | 11,72 | 585 | 9,98 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 2 727 | 89,90 | 142 | 88,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 79 494 | 12,91 | 4 128 | 11,12 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 660 637 | 0,49 | 34 307 | -1,11 | ||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 26 329 | 3,11 | 1 367 | 1,48 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 12 549 | 6,58 | 652 | 4,83 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 112 411 | 15,62 | 5 838 | 13,78 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 865 | 45 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 20 282 | 88,21 | 1 053 | 85,39 | ||||
| 2026-06-04 | 13F | Town Capital LLC | 36 430 | 37,47 | 1 892 | 35,26 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 100 105 | 36,33 | 5 283 | 35,12 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 2 055 | 107 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 130 612 | 28,38 | 6 783 | 26,34 | ||||
| 2026-05-04 | 13F | Nwam Llc | 11 366 | 6,35 | 590 | 4,06 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 477 623 | 1,91 | 24 803 | 0,29 | ||||
| 2026-05-06 | 13F | Finhabits Advisors LLC | 54 475 | 8,80 | 2 829 | 7,04 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 2 691 | 0,52 | 140 | -1,42 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 4 248 | 221 | ||||||
| 2026-05-20 | 13F/A | J. Mark Nickell & Co. | 85 127 | 1,72 | 4 421 | 0,09 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 188 011 | 49,36 | 9 921 | 48,05 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 45 874 | 9,50 | 2 382 | 7,78 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 74 576 | 248,13 | 3 873 | 242,65 | ||||
| 2026-05-07 | 13F/A | Triad Investment Management | 29 213 | 0,07 | 1 517 | -1,49 | ||||
| 2026-05-11 | 13F | Collier Financial | 136 | 0,74 | 7 | 0,00 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 34 981 | 1 817 | ||||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 276 049 | 13,95 | 14 335 | 12,13 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 4 099 | 213 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 693 123 | 385,41 | 35 994 | 377,68 | ||||
| 2026-05-15 | 13F | Brooks, Moore & Associates, Inc. | 52 675 | 1,44 | 2 735 | -0,18 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1 675 626 | 12,63 | 88 423 | 111 826,58 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 4 588 | 0,84 | 238 | -0,83 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 10 160 | 2 932,84 | 527 | 2 994,12 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 515 815 | 187,80 | 26 786 | 183,24 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 105 521 | 6,17 | 5 480 | 4,48 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 344 179 | 1,71 | 17 873 | 0,09 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2 638 129 | 10,29 | 136 999 | 8,54 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 13 782 273 | 11,65 | 713 371 | 9,51 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 17 653 | 19,20 | 917 | 17,29 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 92 995 | 51,49 | 4 829 | 49,09 | ||||
| 2026-05-08 | 13F | STAR Financial Bank | 267 309 | 39,08 | 13 881 | 36,87 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 1 173 146 | 9,92 | 60 921 | 8,17 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 4 000 | 208 | ||||||
| 2026-04-30 | 13F | First Horizon Corp | 3 600 | 71,43 | 187 | 69,09 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 38 425 | 16,43 | 1 995 | 14,59 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 237 669 | 1,31 | 12 342 | -0,30 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 64 324 | 3,10 | 3 340 | 1,46 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 127 992 | 94,34 | 6 647 | 91,25 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 309 343 | 7,24 | 16 064 | 5,53 | ||||
| 2026-05-13 | 13F | J Hagan Capital, Inc. | 174 718 | 21,19 | 9 073 | 19,27 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 555 500 | 9,79 | 28 847 | 8,05 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 22 072 | 77,06 | 1 146 | 74,43 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 592 874 | 15,91 | 31 286 | 14,88 | ||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 56 916 | 74,33 | 2 956 | 71,60 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 115 215 | 11,24 | 5 983 | 9,48 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 184 473 | 2 332,72 | 9 580 | 2 294,75 | ||||
| 2026-04-14 | 13F | New Capital Management LP | 215 491 | 6,03 | 11 190 | 4,35 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 8 864 | 4,78 | 460 | 3,14 | ||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 18 710 | 59,85 | 972 | 57,37 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 93 | 5 | ||||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1 004 | 52 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 7 222 | 137,64 | 0 | |||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 213 536 | 2,03 | 11 268 | 1,13 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 32 993 | 1 713 | ||||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 19 439 | 30,22 | 1 009 | 28,21 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 35 844 | 2 | ||||||
| 2026-05-11 | 13F | Ducere Wealth Management LLC | 243 003 | 11,93 | 12 619 | 10,15 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 1 304 331 | 18,67 | 67 734 | 16,78 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 822 | 43 | ||||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 358 530 | 3,89 | 18 618 | 2,23 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 7 341 | 32,94 | 381 | 30,93 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 49 163 | 1,17 | 2 553 | -0,43 | ||||
| 2026-04-13 | 13F | Trust Co | 3 823 | 66,58 | 199 | 63,64 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 2 524 | 30,44 | 131 | 28,43 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 149 876 | 13,79 | 7 783 | 11,99 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 5 370 | 33,09 | 279 | 31,13 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 11 317 | 100,41 | 588 | 97,64 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1 026 | 54 | ||||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 195 501 | 7,61 | 10 152 | 5,90 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 34 036 | 422,83 | 1 768 | 415,16 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 18 903 | 74,90 | 982 | 72,11 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 89 202 | 32,31 | 4 624 | 30,00 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 75 064 | 187,12 | 3 898 | 182,67 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 35 413 | 225,73 | 1 851 | 221,74 | ||||
| 2026-05-13 | 13F | B & T Capital Management DBA Alpha Capital Management | 25 070 | 1 302 | ||||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 15 467 | 42,20 | 803 | 40,14 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 16 191 | 9,37 | 841 | 7,55 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 4 500 | 234 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 501 | 5,25 | 26 | 4,00 | ||||
| 2026-05-05 | 13F | Mcmorgan & Co Llc | 345 019 | 1,88 | 17 917 | 0,25 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 41 441 | 80,24 | 2 152 | 77,41 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 577 321 | 31,59 | 29 980 | 29,50 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 74 257 | 10,61 | 3 856 | 8,87 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 17 213 | 11,74 | 894 | 9,71 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 532 915 | 18,10 | 28 | 17,39 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 388 399 | 21,15 | 20 170 | 19,22 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 46 690 | 314,62 | 2 425 | 308,08 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 6 805 | 30,11 | 353 | 28,36 | ||||
| 2026-04-07 | 13F | Ables, Iannone, Moore & Associates, Inc. | 3 986 | 207 | ||||||
| 2026-04-16 | 13F | Lincoln Capital Corp | 88 545 | 4 598 | ||||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 18 835 | 173,49 | 978 | 169,42 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 7 741 | 402 | ||||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 318 371 | 1,69 | 16 533 | 0,07 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 72 076 | 9,05 | 3 743 | 7,31 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 5 108 | 11,26 | 265 | 9,50 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 79 610 | 113,82 | 4 134 | 110,49 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 26 | 1 | ||||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 179 034 | 11,97 | 9 297 | 10,19 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 33 830 | 1 757 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 60 964 | 9,37 | 3 166 | 7,62 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 535 | 0,94 | 28 | 0,00 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 19 301 | 101,37 | 1 002 | 98,42 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 861 802 | 6,20 | 44 753 | 4,50 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 11 402 | 13,09 | 592 | 11,28 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 11 166 | 7,99 | 580 | 5,27 | ||||
| 2026-05-14 | 13F | Blalock Williams, Llc | 8 978 | 22,99 | 466 | 21,04 | ||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 11 897 | 6,62 | 618 | 4,93 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 27 962 | 228,39 | 1 452 | 223,39 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 201 | 1,01 | 10 | 0,00 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 12 025 663 | 33,73 | 624 493 | 31,60 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 26 937 | 393,44 | 1 399 | 385,42 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 75 998 | 29,48 | 3 947 | 27,41 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 10 864 | 35,95 | 569 | 34,28 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 9 884 326 | 6,12 | 513 293 | 4,43 | ||||
| 2026-05-14 | 13F | Betterment LLC | 603 679 | 7,51 | 31 | 6,90 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 4 930 | 256 | ||||||
| 2026-05-15 | 13F | Readystate Asset Management Lp | 190 000 | 9 867 | ||||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 10 457 | 1,27 | 543 | -0,18 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 4 419 | 7,21 | 229 | 5,53 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 402 307 | 25,05 | 20 856 | 22,84 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 113 911 | 61,65 | 5 915 | 59,09 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 26 | -26,47 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1 634 | 58,33 | 85 | 55,56 | ||||
| 2026-04-29 | 13F | Avory & Company, LLC | 9 875 | 513 | ||||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 24 786 | 27,74 | 1 287 | 25,81 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 10 231 | 531 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 18 746 | 38,59 | 973 | 36,47 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 37 395 | 0,71 | 1 952 | -0,36 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 7 275 | 3,59 | 378 | 1,89 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 2 000 | 0 | ||||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 30 739 | 5,99 | 1 596 | 4,31 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 32 640 | 720,72 | 1 695 | 710,53 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 121 | 6 | ||||||
| 2026-05-15 | 13F | Adalta Capital Management LLC | 7 300 | 379 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 332 175 | 10,34 | 17 250 | 8,58 | ||||
| 2026-04-09 | 13F | Sculati Wealth Management, LLC | 33 500 | 11,28 | 1 740 | 9,51 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 45 179 | 6,99 | 2 346 | 5,30 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 35 235 | 26,81 | 1 830 | 24,76 |
