Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Dimensional ETF Trust - Dimensional International Core Equity 2 ETF, to m.in Mjp Associates Inc /adv, Advisor OS, LLC, Penserra Capital Management LLC, Ubs Asset Management Americas Inc, CSP Financial Group, LLC, Summit Financial, LLC, E-Wealth Partners, LLC, Action Point Financial Planning, Llc, Platform Wealth Management, LLC, VisionPoint Advisory Group, LLC, Miracle Mile Advisors, LLC, Global Financial Private Client, LLC, TCFG Investment Advisors, LLC, Avise Financial Cooperative, Inc., Envision Financial LLC, IF Advisors, LLC, Rsm Us Wealth Management Llc, WealthSpring Partners, LLC, Freedom Day Solutions, LLC, i Aprio Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 11 323 | 31,04 | 402 | 35,35 | ||||
| 2026-05-11 | 13F | VeraBank, N.A. | 709 168 | 4,97 | 25 197 | 8,23 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 702 122 | 71,22 | 25 | 71,43 | ||||
| 2026-05-05 | 13F | UBS Group AG | 105 646 | 4 217,37 | 3 754 | 4 367,86 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 42 401 | 146,60 | 1 507 | 154,39 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 15 863 | 3,21 | 568 | 7,37 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 822 926 | 6,26 | 29 239 | 9,56 | ||||
| 2026-04-20 | 13F | 25 Llc | 41 427 | 1,26 | 1 472 | 4,40 | ||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 970 099 | 2,19 | 34 468 | 5,36 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 26 104 | 13,31 | 927 | 16,90 | ||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 117 933 | 0,14 | 4 | 0,00 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 388 | 14 | ||||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 397 581 | 2,65 | 14 126 | 5,84 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 3 609 | 128 | ||||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 487 582 | 2,26 | 18 518 | 12,71 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 33 169 | 54,67 | 1 178 | 59,62 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 9 483 | 337 | ||||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 41 379 | 1 470 | ||||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 82 248 | 2,88 | 2 922 | 6,10 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 164 300 | 5,95 | 5 838 | 9,25 | ||||
| 2026-05-11 | 13F | Scratch Capital Llc | 525 870 | 18,98 | 18 684 | 22,68 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 134 158 | 14,95 | 4 767 | 18,53 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 502 259 | 4,93 | 18 116 | 9,83 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 46 | 2 | ||||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 7 747 | 32,45 | 275 | 36,82 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 42 524 | 20,41 | 1 577 | 29,61 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 315 978 | 38,13 | 11 | 57,14 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 1 064 396 | 5,65 | 37 818 | 8,93 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 540 369 | 4,12 | 19 199 | 7,35 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 136 507 | 0,28 | 4 850 | 3,41 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 292 259 | 10 384 | ||||||
| 2026-05-12 | 13F | Integras Partners LLC | 68 947 | 1 072,97 | 2 450 | 1 112,38 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 815 | 29 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 8 381 | 298 | ||||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 55 694 | 526,34 | 1 979 | 546,41 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 29 591 | 1 051 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 113 | 401,35 | 40 | 471,43 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 17 042 | 16,04 | 605 | 19,57 | ||||
| 2026-04-14 | 13F | Quantum Financial Planning Services, Inc. | 795 841 | 3,02 | 28 276 | 6,22 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 17 401 | 0,09 | 618 | 3,17 | ||||
| 2026-05-13 | 13F | IF Advisors, LLC | 25 700 | 913 | ||||||
| 2026-04-21 | 13F | Sensible Money, LLC | 724 079 | 11,24 | 25 727 | 14,69 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 5 826 | 207 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 21 087 | 31,49 | 749 | 35,69 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 99 534 | 0,05 | 3 639 | 6,13 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 18 794 | 17,10 | 668 | 20,61 | ||||
| 2026-04-21 | 13F | Hippocratic Financial Advisors, LLC | 573 822 | 1,67 | 20 388 | 4,83 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 40 462 | 20,30 | 1 438 | 23,99 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1 389 763 | 6,50 | 49 378 | 9,79 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 222 285 | 12,28 | 7 898 | 15,76 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 697 299 | 9,06 | 24 775 | 12,44 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 5 491 | 208 | ||||||
| 2026-04-06 | 13F | Trust Co of the South | 1 012 932 | 0,21 | 35 990 | 3,32 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 100 200 | 17,49 | 3 560 | 21,17 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 6 089 | 116,69 | 216 | 125,00 | ||||
| 2026-05-13 | 13F | B&D White Capital Company, LLC | 381 045 | 13,41 | 13 539 | 16,93 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 686 966 | 12,03 | 24 408 | 15,51 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 12 555 | 0,20 | 446 | 3,48 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 72 455 | 2 574 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 127 920 | 4 545 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 14 144 | 100,00 | 503 | 106,58 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 35 315 | 107,15 | 1 255 | 113,63 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 916 900 | 6,15 | 32 577 | 9,45 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 13 254 | 471 | ||||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 6 321 | 225 | ||||||
| 2026-04-20 | 13F | Watchman Group, Inc. | 432 729 | 2,14 | 15 375 | 5,31 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 6 157 | 0,20 | 219 | 3,32 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 214 753 | 124,88 | 7 699 | 129,24 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 6 782 | 241 | ||||||
| 2026-05-11 | 13F | Ponta Wealth Partners, LLC | 157 050 | 61,78 | 5 580 | 66,79 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 105 390 | 47,81 | 3 744 | 52,38 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 56 453 | 0,23 | 2 006 | 3,35 | ||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 49 175 | 0,05 | 1 747 | 3,19 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 184 742 | 10,44 | 6 564 | 13,86 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 13 308 | 50,14 | 473 | 54,75 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 25 604 | 56,36 | 910 | 61,17 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 1 956 405 | 3,47 | 69 511 | 6,69 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 2 074 009 | 1,30 | 73 690 | 4,44 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 33 640 | 2,55 | 1 195 | 5,75 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 490 498 | 17 | ||||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 20 000 | 711 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 11 616 | 84,00 | 0 | |||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 549 924 | 9,57 | 19 539 | 12,98 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 17 246 | 0,20 | 613 | 3,20 | ||||
| 2026-04-20 | 13F | City State Bank | 336 | 12 | ||||||
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 6 601 | 8,20 | 235 | 11,43 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 5 435 458 | 17,38 | 193 122 | 21,03 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 22 161 | 787 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 9 405 | 0,14 | 337 | 4,02 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 130 206 | 19,55 | 4 626 | 23,26 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 14 508 | 247,75 | 515 | 260,14 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 274 | 10 | ||||||
| 2026-04-28 | 13F | Brighton Jones Llc | 2 078 625 | 2,91 | 73 854 | 6,10 | ||||
| 2026-05-12 | 13F | Orcam Financial Group | 6 089 | 216 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 5 936 | 211 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 16 244 | 18,75 | 577 | 22,51 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 865 | 170,31 | 31 | 172,73 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 755 893 | 146,83 | 26 857 | 154,49 | ||||
| 2026-04-22 | 13F | HFG Wealth Management, LLC | 32 321 | 26,46 | 1 148 | 30,45 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 14 576 | 0,17 | 518 | 3,19 | ||||
| 2026-04-17 | 13F | Riverbridge Partners Llc | 14 944 | 531 | ||||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 12 251 | 435 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 317 527 | 11 282 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 27 926 | 992 | ||||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 44 549 | 8,43 | 1 583 | 11,80 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 153 742 | 4,82 | 5 462 | 8,07 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 349 202 | 2,38 | 12 407 | 5,56 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 38 461 411 | 3,95 | 1 366 534 | 7,18 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 321 536 | 1,75 | 11 424 | 4,91 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 15 723 | 559 | ||||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 963 800 | 2,47 | 34 244 | 5,65 | ||||
| 2026-05-13 | 13F | Cravens & Co Advisors, LLC | 329 479 | 1,16 | 11 706 | 1,45 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 12 257 | 1,38 | 435 | 4,57 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 26 355 | 936 | ||||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 277 | 10 | ||||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 8 544 | 1,91 | 304 | 5,21 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 26 876 | 955 | ||||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 6 554 | 233 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 72 991 | 381,12 | 2 593 | 396,74 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 9 050 | 312 | ||||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11 939 | 424 | ||||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 369 898 | 5,71 | 13 142 | 9,00 | ||||
| 2026-05-05 | 13F | Freedom Day Solutions, LLC | 19 308 | 686 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 598 | 21 | ||||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 1 133 | 0,18 | 40 | 5,26 | ||||
| 2026-05-12 | 13F | Professional Financial Solutions Llc /adv | 320 580 | 7,73 | 11 390 | 11,08 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 3 858 | 0,08 | 137 | 3,79 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 30 232 | 11,12 | 1 074 | 9,04 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 38 374 | 258,40 | 1 363 | 270,38 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 526 521 | 10,02 | 18 707 | 13,44 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 59 041 | 23,44 | 2 130 | 29,19 | ||||
| 2026-05-08 | 13F | CSP Financial Group, LLC | 232 651 | 8 266 | ||||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 8 685 | 309 | ||||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 922 | 33 | ||||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 10 863 | 0,04 | 386 | 2,94 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 683 724 | 0,31 | 24 293 | 32,55 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 66 692 | 308,33 | 2 370 | 321,53 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 163 529 | 14,77 | 5 810 | 18,35 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 7 487 | 266 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 604 385 | 3,76 | 22 483 | 6,56 | ||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 27 844 | 6,47 | 989 | 9,77 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 2 260 897 | 1,42 | 80 330 | 4,56 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 31 571 | 20,27 | 1 122 | 24,00 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 1 062 329 | 1,32 | 37 745 | 4,46 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 397 806 | 5,37 | 14 134 | 8,65 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 139 222 | 259,21 | 4 947 | 270,49 | ||||
| 2026-05-19 | 13F | Winnow Wealth Llc | 5 925 | 838,99 | 211 | 854,55 | ||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 158 066 | 10,52 | 5 616 | 13,96 | ||||
| 2026-05-15 | 13F | Capstone Wealth Management, Inc. | 211 948 | 9,40 | 7 633 | 13,47 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1 491 106 | 4,67 | 51 384 | 111 602,17 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 160 347 | 1,26 | 5 697 | 4,42 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 5 632 | 200 | ||||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 2 557 353 | 1,86 | 90 863 | 5,02 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 146 454 | 83,43 | 5 204 | 89,13 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 1 956 559 | 5,79 | 69 517 | 9,07 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 75 246 | 5,35 | 2 673 | 8,61 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 607 940 | 8,47 | 21 600 | 11,84 | ||||
| 2026-04-29 | 13F | Burney Co/ | 967 635 | 8,42 | 34 380 | 11,78 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 45 989 | 304,05 | 1 681 | 315,06 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 3 887 458 | 0,32 | 138 121 | 3,44 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 17 842 | 12,24 | 634 | 15,72 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 94 908 | 3 278 | ||||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 144 865 | 54,52 | 5 147 | 56,40 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 381 794 | 5,63 | 13 565 | 8,91 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 91 672 | 8,74 | 3 257 | 12,12 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 13 769 | 38,48 | 489 | |||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 574 815 | 17,90 | 18 195 | 4,36 | ||||
| 2026-01-27 | 13F | Grunden Financial Advisory, Inc. | 119 769 | 6,25 | 4 127 | 11,66 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 38 434 | 9,59 | 1 366 | 13,00 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 1 419 420 | 2,19 | 50 432 | 5,36 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 476 242 | 103,38 | 16 921 | 109,69 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 436 212 | 0,25 | 15 499 | 3,36 | ||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 146 499 | 1 033,63 | 5 205 | 1 069,66 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 414 203 | 4,44 | 14 273 | 9,76 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 743 701 | 2,12 | 26 424 | 5,29 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 1 017 885 | 15,21 | 36 165 | 18,79 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 1 120 912 | 1,31 | 39 826 | 4,45 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 8 868 | 1,81 | 315 | 5,00 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 726 | 0,14 | 26 | 4,17 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 460 089 | 31,20 | 16 347 | 35,27 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 132 389 | 983,11 | 4 704 | 1 017,10 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 455 932 | 1,58 | 16 199 | 4,73 | ||||
| 2026-05-13 | 13F | Hill Island Financial Llc | 1 096 790 | 1,62 | 38 969 | 4,78 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 27 921 | 4,89 | 992 | 8,18 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 3 455 475 | 0,06 | 122 773 | 3,17 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 1 122 058 | 8,12 | 40 | 11,43 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 15 237 | 29,49 | 541 | 33,58 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 8 359 | 297 | ||||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 26 406 | 16,57 | 938 | 20,26 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 13 855 | 0,52 | 492 | 3,80 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 507 713 | 31,30 | 18 313 | 37,44 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 4 552 460 | 5,96 | 172 902 | 16,78 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 15 411 | 16,06 | 548 | 19,69 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 50 476 | 19,81 | 1 793 | 23,57 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 6 420 | 228 | ||||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 6 732 | 0,15 | 239 | 3,46 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 9 839 | 350 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 21 520 | 31,56 | 765 | 35,70 | ||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 417 099 | 2,17 | 14 820 | 5,34 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 27 704 | 984 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 14 980 | 11,48 | 532 | 14,90 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 1 395 647 | 1,21 | 49 587 | 4,35 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 2 170 433 | 4,70 | 77 224 | 21,11 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 74 243 | 2,65 | 2 638 | 5,82 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 83 603 | 1,95 | 2 970 | 5,13 | ||||
| 2026-05-01 | 13F | Vestment Financial LLC | 520 520 | 2,00 | 19 696 | 9,03 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 12 235 | 435 | ||||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 7 508 | 20,17 | 267 | 23,72 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 196 038 | 3,62 | 6 965 | 6,84 | ||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 1 273 246 | 1,16 | 45 238 | 4,30 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 18 787 | 1,50 | 668 | 4,71 | ||||
| 2026-05-12 | 13F | Porter White Investment Advisors, Inc. | 159 221 | 0,96 | 5 657 | 4,10 | ||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 416 072 | 15,67 | 15 574 | 25,64 | ||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 498 850 | 28,39 | 17 724 | 32,38 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 711 963 | 12,25 | 25 296 | 15,74 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 50 620 | 4,63 | 1 799 | 7,86 | ||||
| 2026-05-01 | 13F | American Trust | 1 088 939 | 8,79 | 38 690 | 12,17 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 6 032 | 2 814,01 | 214 | 0,94 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 6 690 | 0,83 | 238 | 3,95 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 164 | 6 | ||||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 150 081 | 0,13 | 5 332 | -5,66 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 181 694 | 10,61 | 6 456 | 14,05 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 10 447 | 360 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 451 | 16 | ||||||
| 2026-04-30 | 13F | LRI Investments, LLC | 194 | 21,25 | 7 | 20,00 | ||||
| 2026-04-28 | 13F | Schubert & Co | 137 593 | 18,27 | 4 889 | 21,93 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 225 822 | 134,47 | 8 023 | 141,80 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 335 562 | 7,72 | 11 923 | 11,07 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 1 736 974 | 39,85 | 61 715 | 44,20 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 20 427 | 1,10 | 726 | 4,17 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 279 591 | 7,21 | 9 934 | 10,54 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3 536 | 85,13 | 126 | 92,31 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 1 723 | 61 | ||||||
| 2026-04-16 | 13F | Envision Financial LLC | 26 159 | 929 | ||||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 4 478 | 125,59 | 154 | 208,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 2 726 519 | 96 873 | ||||||
| 2026-05-06 | 13F | Trailhead Planners LLC | 60 697 | 1,78 | 2 157 | 4,91 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 13 375 | 3,16 | 475 | 6,50 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 636 539 | 2,87 | 22 616 | 6,06 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 246 022 | 3,90 | 8 741 | 7,13 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 72 161 | 4,84 | 2 695 | 10,63 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 139 106 | 22,61 | 4 942 | 26,43 | ||||
| 2026-05-05 | 13F | Landing Point Financial Group, LLC | 33 006 | 2,51 | 1 173 | 5,68 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 353 079 | 13,14 | 12 545 | 16,66 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 160 236 | 18,10 | 5 693 | 21,78 | ||||
| 2026-05-08 | 13F | Integrated Wealthcare, Llc | 57 902 | 0,20 | 2 057 | 3,31 | ||||
| 2026-05-12 | 13F | Hill Investment Group Partners, LLC | 2 039 273 | 0,41 | 72 455 | 3,52 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 10 895 | 3,86 | 387 | 7,20 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 706 810 | 30,77 | 25 113 | 34,83 | ||||
| 2026-05-15 | 13F | Painted Porch Advisors LLC | 14 157 | 503 | ||||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 150 516 | 2,14 | 5 348 | 5,30 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 8 390 | 0 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 16 161 | 134,42 | 574 | 142,19 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 9 050 | 322 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 321 518 | 11 424 | ||||||
| 2026-05-02 | 13F | Burton Enright Welch | 1 142 023 | 2,71 | 40 576 | 5,90 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 26 592 | 25,07 | 945 | 28,96 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 48 944 | 1 687 | ||||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 476 904 | 7,34 | 16 944 | 9,59 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 1 774 192 | 1,84 | 63 037 | 5,01 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 46 718 | 8,69 | 1 660 | 12,02 | ||||
| 2026-05-15 | 13F | Fmr Llc | 17 360 | 104,36 | 617 | 110,96 | ||||
| 2026-04-29 | 13F | SwitchPoint Financial Planning, LLC | 703 061 | 4,01 | 24 980 | 7,24 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 949 470 | 33 735 | ||||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 6 092 | 216 | ||||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 10 889 | 22,46 | 387 | 18,40 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 3 498 838 | 13,10 | 130 682 | 22,59 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 45 797 | 19,71 | 1 627 | 23,44 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 564 421 | 6,55 | 20 054 | 9,86 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 2 361 | 84 | ||||||
| 2026-05-14 | 13F | Entrewealth, Llc | 86 104 | 0,00 | 3 059 | -4,32 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 463 977 | 20,06 | 52 015 | 23,79 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 90 104 | 28,99 | 3 202 | 32,97 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1 151 149 | 4,58 | 40 900 | 7,83 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 526 | 19 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 52 685 | 1 872 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 623 472 | 2,04 | 22 152 | 5,21 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 593 625 | 1,16 | 21 091 | 4,30 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 81 130 | 3,38 | 2 883 | 6,58 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 32 083 | 2,76 | 1 140 | 5,95 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 122 022 | 1,45 | 4 405 | 6,30 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 33 771 | 88,22 | 1 200 | 94,17 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 172 372 | 23,20 | 6 124 | 27,03 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 41 835 | 5,46 | 1 486 | 8,78 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 5 851 | 208 | ||||||
| 2026-04-15 | 13F | BDFS Capital LLC | 171 695 | 4,69 | 6 100 | 7,95 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 982 304 | 1,37 | 34 901 | 4,52 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 8 600 | 306 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 1 967 806 | 0,31 | 69 916 | 3,43 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 25 403 | 0,14 | 903 | 3,20 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 542 085 | 2,19 | 19 260 | 5,37 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 946 775 | 33 639 | ||||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 137 | 5 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 171 649 | 195,86 | 6 099 | 205,05 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 38 896 | 3,51 | 1 382 | 6,72 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 1 | 0 | ||||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 91 096 | 3,06 | 3 139 | 8,32 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 7 910 | 281 | ||||||
| 2026-05-13 | 13F | Daner Wealth Management, LLC | 64 919 | 11,83 | 2 462 | 12,12 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 9 376 | 0,20 | 333 | 3,42 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 5 382 | 191 | ||||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 142 835 | 1,36 | 5 075 | 4,51 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 262 | 9 | ||||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 518 666 | 2,95 | 18 428 | 6,15 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 27 223 | 19,04 | 967 | 22,72 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 437 867 | 16,85 | 15 557 | 20,48 | ||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 33 209 | 1 144 | ||||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 508 253 | 2,07 | 18 058 | 5,24 | ||||
| 2026-04-22 | 13F | Millburn Ridgefield Corp | 1 549 030 | 6,47 | 55 037 | 9,77 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 1 250 586 | 2,74 | 44 433 | 5,94 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 44 663 | 8,54 | 1 587 | 11,93 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 40 662 | 17,43 | 1 445 | 21,14 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 6 199 | 0,13 | 220 | 3,29 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 4 995 | 5,83 | 177 | 9,26 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 31 092 | 33,66 | 1 105 | 37,83 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 6 306 | 224 | ||||||
| 2026-04-28 | 13F | Abel Hall, LLC | 346 155 | 0,39 | 12 299 | 3,50 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 90 951 | 24,87 | 3 231 | 28,73 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 128 021 | 9,17 | 4 549 | 12,55 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 121 426 | 4,39 | 4 314 | 7,63 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 91 374 | 24,80 | 3 247 | 28,66 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 23 202 | 91,70 | 824 | 97,60 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 20 722 | 34,04 | 736 | 38,35 | ||||
| 2026-05-04 | 13F | Nwam Llc | 97 460 | 20,43 | 3 463 | 20,25 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 200 000 | 7 106 | ||||||
| 2026-05-11 | 13F | MCF Advisors LLC | 3 800 | 135 | ||||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 2 829 499 | 3,92 | 100 532 | 7,14 | ||||
| 2026-04-16 | 13F | BCO Wealth Management LLC | 518 097 | 0,13 | 18 408 | 3,24 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 4 115 | 0,10 | 146 | 3,55 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 12 324 | 0,20 | 438 | 3,31 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3 510 772 | 2,12 | 124 738 | 5,29 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 347 871 | 20,77 | 12 360 | 24,51 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 69 695 | 5,67 | 2 476 | 8,98 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 1 236 | 0,16 | 44 | 2,38 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 2 275 858 | 0,32 | 80 861 | 3,43 | ||||
| 2026-04-21 | 13F | Maseco Llp | 3 168 524 | 10,09 | 112 594 | 13,54 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 1 332 | 47 | ||||||
| 2026-05-12 | 13F | Creative Planning | 628 566 | 20,40 | 22 333 | 24,14 | ||||
| 2026-04-10 | 13F | McGrath & Associates, Inc. | 83 653 | 98,09 | 1 742 | 19,66 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 1 862 542 | 3,95 | 66 176 | 7,17 | ||||
| 2026-05-05 | 13F | Haven Private, LLC | 7 426 | 264 | ||||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 354 452 | 1,61 | 12 594 | 4,76 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 121 | 40 | ||||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 589 | 0,17 | 0 | |||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 498 420 | 4,52 | 17 709 | 7,77 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 17 055 | 25,46 | 606 | 29,27 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 15 536 | 70,15 | 552 | 75,48 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 16 811 | 597 | ||||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 117 224 | 1,38 | 4 165 | 4,52 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 56 575 | 9,58 | 2 010 | 12,98 | ||||
| 2026-05-14 | 13F | Betterment LLC | 1 583 801 | 1,30 | 56 | 5,66 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 1 516 156 | 7,57 | 53 869 | 10,91 | ||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 197 283 | 1,63 | 7 009 | 4,78 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 52 711 | 55,78 | 1 873 | 60,55 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1 099 | 0,73 | 38 | 5,71 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 503 716 | 14,50 | 17 897 | 18,05 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 1 043 507 | 4,98 | 37 076 | 8,24 | ||||
| 2026-05-06 | 13F | Tandemgrowth Financial Advisors Llc | 180 275 | 13,90 | 6 405 | 17,46 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 1 389 | 77,85 | 49 | 88,46 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 16 750 | 595 | ||||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 509 880 | 465,95 | 18 116 | 483,63 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 50 230 | 13,32 | 1 785 | 16,83 | ||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 384 007 | 1,63 | 13 644 | 4,78 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 7 487 | 4,58 | 266 | 8,13 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 41 228 | 2,82 | 1 465 | 6,01 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 133 599 | 5,54 | 4 747 | 8,80 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 4 786 293 | 7,98 | 170 057 | 11,34 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 40 637 | 0,65 | 1 444 | 3,74 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 3 189 176 | 6,51 | 109 899 | 11,94 | ||||
| 2026-05-01 | 13F | United Wealth Management, LLC | 979 558 | 1,60 | 34 804 | 4,75 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 861 971 | 1,01 | 32 410 | 4,33 | ||||
| 2026-04-06 | 13F | CX Institutional | 4 339 | 0,18 | 0 | |||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 96 306 | 2,89 | 3 422 | 6,08 | ||||
| 2026-04-30 | 13F | Summit Portfolio Management, LTD. | 7 390 | 263 | ||||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 151 701 | 16,43 | 5 390 | 20,02 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 8 425 | 299 | ||||||
| 2026-04-27 | 13F | Heffernan Advisory, Inc | 177 205 | 7,23 | 6 296 | 10,57 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 11 948 | 0,31 | 425 | 3,41 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 75 | 5,63 | 3 | 0,00 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 71 893 | 6,03 | 2 554 | 9,33 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 1 038 279 | 5,75 | 36 890 | 9,04 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 107 924 | 0,30 | 3 835 | 3,43 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 13 733 | 6,07 | 488 | 9,19 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 10 065 | 10,73 | 358 | 14,06 | ||||
| 2026-05-05 | 13F | Financial Harvest, LLC | 360 566 | 3,98 | 12 811 | 7,21 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 24 816 | 18,16 | 882 | 21,85 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 230 191 | 1 052,45 | 8 179 | 1 088,66 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 162 743 | 2,03 | 5 782 | 5,20 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 776 503 | 9,35 | 27 589 | 12,75 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 2 596 159 | 1,44 | 92 242 | 4,59 | ||||
| 2026-05-06 | 13F | Catalyst Capital Advisors LLC | 1 549 030 | 6,47 | 55 037 | 9,77 |
