Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund, to m.in Golden State Equity Partners, Gts Securities Llc, TCFG Investment Advisors, LLC, Retirement Planning Group, Pinnacle Financial Partners, Inc., Seacrest Wealth Management, Llc, Dimension Capital Management Llc, Tiaa-cref Individual & Institutional Services, Llc, Inspire Advisors, LLC, DDD Partners, LLC, Greenwich Wealth Management LLC, Holos Integrated Wealth LLC, SHP Wealth Management, Private Wealth Asset Management, LLC, True Wealth Design, LLC, Park Place Capital Corp, Dunhill Financial, LLC, i Motiv8 Investments 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-19 | 13F | Western Wealth Management, LLC | 15 529 | 73,04 | 678 | 100,00 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 29 449 | 5,81 | 1 115 | 4,69 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 6 067 | 1,12 | 265 | 16,30 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 48 204 | 88,33 | 2 156 | 122,50 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 2 001 | 87 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 62 975 | 0,48 | 2 749 | 15,84 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 44 059 | 41,79 | 1 924 | 63,52 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 40 745 | 1,58 | 1 779 | 17,13 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 901 | 46,27 | 39 | 69,57 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 9 690 | 16,75 | 423 | 34,71 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 101 | 4 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 93 728 | 16,99 | 4 092 | 34,92 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 79 677 | 2,83 | 3 479 | 18,54 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 12 698 | 8,91 | 554 | 25,62 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 24 198 | 1 056 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 20 145 | 9,56 | 880 | 26,29 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 89 691 | 83,88 | 3 582 | 93,94 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 9 771 | 7,63 | 427 | 24,20 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 11 | 0 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 450 | 0,67 | 20 | 18,75 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 8 408 | 2,44 | 367 | 18,39 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 73 194 | 0,03 | 3 196 | 15,30 | ||||
| 2026-05-12 | 13F | Wood Tarver Financial Group, LLC | 19 793 | 10,95 | 1 | |||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 8 715 | 15,37 | 380 | 32,87 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 6 811 | 0,46 | 297 | 16,02 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 438 | 0,69 | 17 | 0,00 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 91 772 | 59,99 | 4 007 | 84,44 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 1 055 465 | 4,47 | 39 970 | 5,53 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 13 800 | 100,00 | 603 | 130,65 | ||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 51 883 | 0,64 | 2 265 | 16,03 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 70 | 15,00 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 1 535 | 492,66 | 67 | 644,44 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 4 923 | 215 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 31 139 | 2,71 | 1 360 | 18,38 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 5 387 | 235 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 205 | 0,49 | 9 | 14,29 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 5 173 | 226 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 31 261 | 150,67 | 1 365 | 188,98 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 868 723 | 10,62 | 37 928 | 27,53 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 101 | 4 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 121 498 | 5 305 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2 397 700 | 2,07 | 104 684 | 17,68 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 20 366 | 889 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 5 132 | 224 | ||||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 10 246 | 447 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 241 | 11 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 503 | 22 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 9 | 0 | ||||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 14 064 | 49,87 | 614 | 72,96 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 125 | 5 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 54 188 | 2 366 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 595 | 244 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 12 033 | 0,45 | 525 | 15,89 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 219 537 | 9,58 | 9 585 | 26,32 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 94 373 | 38,01 | 4 120 | 59,13 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 90 882 | 1,43 | 3 968 | 16,92 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 103 922 | 2,18 | 5 | 33,33 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 5 727 | 250 | ||||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 28 352 | 11,02 | 1 238 | 35,93 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 1 696 | 74 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 33 207 | 36,44 | 1 450 | 57,33 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 17 857 | 0,01 | 780 | 15,24 | ||||
| 2026-05-15 | 13F | Fmr Llc | 54 | 2 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 940 | 0 | ||||||
| 2026-05-12 | 13F | Creative Planning | 9 990 | 10,91 | 436 | 27,86 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 13 726 | 1,05 | 614 | 15,66 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 27 476 | 13,65 | 1 200 | 31,04 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 11 003 | 11,83 | 480 | 29,03 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 128 024 | 6,63 | 5 590 | 22,94 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 47 | 104,35 | 0 | |||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 9 756 | 0,03 | 426 | 15,18 | ||||
| 2026-05-15 | 13F | ARGI Investment Services, LLC | 1 835 297 | 227,62 | 80 129 | 277,72 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 12 598 | 84,34 | 1 | |||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 3 674 | 3,79 | 160 | 19,40 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 293 750 | 2,06 | 13 | 20,00 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 13 211 | 2,80 | 577 | 18,52 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 275 467 | 25,23 | 12 | 50,00 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 2 362 | 0,04 | 103 | 15,73 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 2 365 | 104 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2 383 147 | 12,05 | 104 048 | 29,18 | ||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 19 555 | 34,03 | 854 | 54,53 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 2 596 | 0 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 5 934 | 0,32 | 259 | 15,63 | ||||
| 2026-04-16 | 13F | Lee Johnson Capital Management, Llc | 9 677 | 2,63 | 422 | 18,21 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 161 621 | 17,89 | 7 056 | 35,93 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 17 523 | 38,52 | 765 | 59,71 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 12 620 | 14,60 | 551 | 31,89 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 22 775 | 104,59 | 994 | 136,10 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 48 047 | 0,65 | 2 098 | 16,05 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1 197 | 0,67 | 52 | 15,56 | ||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 16 855 | 9,09 | 736 | 25,64 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 43 398 | 0,03 | 1 645 | -0,96 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 17 543 | 7,38 | 766 | 23,79 | ||||
| 2026-04-30 | 13F | Cherry Creek Investment Advisors, Inc. | 27 596 | 0,65 | 1 205 | 15,99 | ||||
| 2026-01-29 | 13F | Comerica Bank | 169 175 | 0,90 | 6 407 | -0,20 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 709 | 31 | ||||||
| 2026-05-12 | 13F | Americana Partners, LLC | 19 827 | 23,79 | 866 | 42,74 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 474 357 | 2,59 | 20 710 | 18,28 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 15 317 | 148,94 | 669 | 186,70 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 18 700 | 708 | ||||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 183 | 8 | ||||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 4 795 | 0 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 7 297 | 0,58 | 319 | 16,06 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 8 507 | 0,05 | 371 | 15,22 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 32 838 | 462,29 | 1 434 | 548,42 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 7 958 | 347 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 57 842 | 3,65 | 2 531 | 19,78 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 23 837 | 2,31 | 1 041 | 17,38 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 1 081 | 90,99 | 47 | 123,81 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 3 094 | 0,36 | 135 | 16,38 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 69 530 | 5,32 | 3 036 | 21,40 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 146 464 | 1,01 | 6 395 | 16,45 | ||||
| 2026-05-07 | 13F | 360 Financial, Inc. | 27 569 | 43,60 | 1 204 | 65,47 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 149 839 | 192,56 | 6 542 | 237,34 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 399 715 | 3,76 | 17 452 | 19,63 | ||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 11 800 | 2,24 | 515 | 17,85 | ||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 22 909 | 0,03 | 1 000 | 15,34 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 39 222 | 0,66 | 1 712 | 16,07 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 6 238 | 4,86 | 272 | 20,89 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 212 053 | 2,15 | 9 258 | 17,77 | ||||
| 2026-05-07 | 13F | Next Capital Management LLC | 19 753 | 2,11 | 862 | 17,76 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 5 404 | 236 | ||||||
| 2026-05-04 | 13F | Retirement Planning Group | 11 437 | 499 | ||||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 28 548 | 3,69 | 1 246 | 19,58 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 12 793 | 29,90 | 559 | 50,00 | ||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 12 413 | 0,40 | 542 | 15,60 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 19 160 | 3,88 | 837 | 19,77 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 13 129 | 0,02 | 573 | 15,29 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 18 537 | 0,74 | 809 | 16,24 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 7 866 | 343 | ||||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 958 838 | 67,60 | 41 863 | 93,23 | ||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 16 193 | 707 | ||||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 6 506 | 0,45 | 284 | 15,92 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 77 658 | 4,16 | 3 391 | 20,09 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 22 720 | 992 | ||||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 5 898 | 0,19 | 258 | 15,77 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 7 200 | 314 | ||||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 16 309 | 0,58 | 698 | 8,05 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 98 637 | 4 306 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 266 481 | 50,95 | 11 640 | 74,11 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 218 | 9,00 | 10 | 28,57 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 13 086 | 15,84 | 571 | 33,72 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 22 720 | 0,41 | 992 | 15,77 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 218 601 | 6,87 | 9 544 | 23,21 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 105 236 | 14,91 | 4 595 | 32,47 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 22 164 | 3,18 | 1 | |||||
| 2026-05-07 | 13F | Beck Bode, LLC | 6 549 | 0,66 | 286 | 15,85 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 5 332 | 233 | ||||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 71 842 | 12,94 | 3 137 | 30,23 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 9 322 | 407 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 8 064 | 9,59 | 352 | 26,62 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 9 582 | 0,83 | 418 | 15,15 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2 560 | 112 | ||||||
| 2026-04-21 | 13F | Worthington Financial Partners, LLC | 24 692 | 8,90 | 1 078 | 25,64 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 17 000 | 97,28 | 742 | 127,61 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 91 380 | 97,04 | 3 990 | 127,16 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 23 615 | 0,43 | 1 031 | 15,84 | ||||
| 2026-04-06 | 13F | CX Institutional | 2 056 | 10,30 | 0 | |||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 87 745 | 30,80 | 3 831 | 50,79 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 4 826 | 211 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1 567 | 68 | ||||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 128 749 | 0,10 | 6 | 25,00 | ||||
| 2026-05-15 | 13F | Dimension Capital Management Llc | 6 877 | 300 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 775 906 | 3,54 | 33 899 | 19,38 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 14 109 | 3,14 | 616 | 18,92 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3 687 | 0,24 | 161 | 15,11 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2 620 632 | 6,21 | 114 417 | 22,44 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 80 290 | 8,95 | 3 505 | 25,63 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 15 526 | 0,55 | 678 | 14,94 | ||||
| 2026-05-13 | 13F | GKV Capital Management Co., Inc. | 56 | 2 | ||||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 73 496 | 422,77 | 3 209 | 503,01 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 7 520 | 1,38 | 328 | 17,14 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 96 028 | 4,66 | 4 193 | 20,67 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 194 571 | 2,23 | 8 495 | 17,86 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 79 456 | 0,67 | 3 469 | 16,10 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 280 | 0,72 | 12 | 20,00 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 47 494 | 124,04 | 2 074 | 158,48 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 2 806 310 | 3,49 | 122 524 | 19,31 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 125 231 | 2,59 | 5 468 | 18,28 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 0 | 0 | ||||||
| 2026-04-24 | 13F | Walker Asset Management, LLC | 42 734 | 0,24 | 1 866 | 15,55 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 6 590 | 18,80 | 288 | 36,67 | ||||
| 2026-05-14 | 13F | Vernal Point Advisors, LLC | 297 658 | 14,47 | 12 996 | 31,97 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 7 300 | 1,97 | 0 | |||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 11 141 | 3,00 | 486 | 18,83 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 3 420 | 3,79 | 149 | 20,16 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 19 102 | 0,20 | 834 | 15,67 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 159 343 | 6 957 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 7 398 | 28,59 | 323 | 48,39 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 25 398 | 0,36 | 1 109 | 15,66 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 882 | 0,34 | 39 | 15,15 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 35 | 2 | ||||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 110 668 | 3,32 | 4 832 | 19,11 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 27 127 | 16,49 | 1 170 | 32,69 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 805 935 | 6,10 | 30 521 | 105 141,38 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 158 179 | 46,07 | 6 938 | 69,20 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 11 743 | 3,53 | 513 | 19,35 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 53 089 | 1,72 | 2 318 | 17,26 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 12 646 | 0,68 | 557 | 18,51 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 74 246 | 89,22 | 3 242 | 118,25 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 4 924 | 215 | ||||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 41 003 | 0,39 | 1 799 | 16,36 | ||||
| 2026-05-14 | 13F | Artemis Wealth Advisors, LLC | 6 853 | 0,68 | 299 | 16,34 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 64 006 | 2 795 | ||||||
| 2026-05-15 | 13F | Windsor Advisory Group, LLC | 67 787 | 94,40 | 2 960 | 124,17 | ||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 15 290 | 0,18 | 668 | 15,60 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 6 920 | 302 | ||||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 319 084 | 2,89 | 13 931 | 18,63 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 14 260 | 18,69 | 623 | 37,00 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 105 959 | 0,15 | 4 548 | 9,33 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 57 449 | 3,18 | 2 508 | 20,11 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 7 818 | 8,87 | 341 | 25,83 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 3 642 | 4,09 | 159 | 20,45 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 4 277 778 | 2,10 | 186 768 | 17,71 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 630 | 81,03 | 28 | 107,69 |
