Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares, Inc. - iShares MSCI Emerging Markets ex China ETF, to m.in Bridgewater Associates, LP, Janus Henderson Group Plc, Tiaa-cref Individual & Institutional Services, Llc, Proficio Capital Partners LLC, Robinhood Asset Management, LLC, Alps Advisors Inc, Leo Wealth, LLC, Focused Wealth Management, Inc, Chicago Wealth Management, Inc., Bank Of Hawaii, Circle Wealth Management, LLC, Refined Wealth Management, Sovereign Investment Advisors, LLC, Migdal Insurance & Financial Holdings Ltd., Quent Long Short Global Small Cap Fund, LP, Gradient Capital Advisors, LLC, Per Stirling Capital Management, LLC., Segall Bryant & Hamill, Llc, Terra Nova Asset Management LLC, i Ferguson Wellman Capital Management, Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-05 | 13F | Tucker Asset Management Llc | 2 297 | 167 | ||||||
| 2026-05-08 | 13F | Legal & General Group Plc | 187 195 | 51,95 | 14 725 | 64,42 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 5 656 | 14,06 | 445 | 23,33 | ||||
| 2026-05-18 | 13F/A | Janus Henderson Group Plc | 870 965 | 68 510 | ||||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 137 039 | 96,78 | 10 779 | 112,98 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 268 523 | 2,45 | 21 122 | 10,88 | ||||
| 2026-04-15 | 13F | Myriad Asset Management US LP | 125 552 | 74,79 | 9 876 | 89,20 | ||||
| 2026-05-06 | 13F | Aspetuck Financial Management LLC | 6 445 | 8,41 | 507 | 17,13 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 37 144 | 2,09 | 2 922 | 10,48 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 61 405 | 0,51 | 4 830 | 8,78 | ||||
| 2026-05-15 | 13F | Basso Capital Management, L.p. | 42 132 | 10,21 | 3 314 | 19,29 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 1 930 | 77,23 | 152 | 91,14 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 3 672 | 289 | ||||||
| 2026-05-11 | 13F | Rock Creek Group, LP | 49 981 | 971,63 | 3 932 | 1 063,02 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 10 006 | 787 | ||||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 6 206 | 8,40 | 488 | 6,09 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 23 090 | 7,83 | 2 088 | 34,19 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 7 888 | 3,75 | 620 | 12,32 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 025 675 | 18,67 | 80 680 | 28,44 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 107 857 | 14,33 | 8 484 | 23,73 | ||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 2 779 | 219 | ||||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 709 | 56 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2 016 | 0,05 | 146 | 7,35 | ||||
| 2026-05-08 | 13F | Alps Advisors Inc | 262 650 | 20 660 | ||||||
| 2026-04-24 | 13F | Eagle Bluffs Wealth Management LLC | 204 375 | 2,02 | 16 076 | 10,42 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 22 | 2 | ||||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 583 | 46 | ||||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 51 540 | 1,74 | 4 054 | 10,13 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 5 290 | 0,38 | 416 | 8,62 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 2 733 | 215 | ||||||
| 2026-05-21 | 13F | Essential Partners LLC | 23 933 | 30,06 | 1 883 | 40,76 | ||||
| 2026-05-14 | 13F | Natixis | 12 100 | 23,23 | 924 | 29,23 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 29 323 | 4,16 | 2 307 | 12,76 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 32 361 | 1,34 | 2 546 | 10,08 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 57 340 | 1,70 | 4 510 | 10,08 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 128 | 12,28 | 10 | 25,00 | ||||
| 2026-04-21 | 13F | Refined Wealth Management | 77 434 | 6 091 | ||||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 53 365 | 3,12 | 4 198 | 11,59 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 13 673 534 | 2,29 | 1 075 560 | 10,71 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 14 803 | 0,30 | 1 164 | 8,58 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 378 148 | 23,11 | 29 745 | 33,24 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 3 329 191 | 11,26 | 261 874 | 20,42 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 47 904 | 24,41 | 3 768 | 34,67 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 44 | 3 | ||||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 101 198 | 0,54 | 7 960 | 8,82 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 2 949 | 232 | ||||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 106 197 | 4,27 | 8 353 | 12,85 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 30 133 | 7,55 | 2 370 | 16,40 | ||||
| 2026-05-12 | 13F | Wood Tarver Financial Group, LLC | 66 992 | 19,97 | 5 | 25,00 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 62 845 | 4 943 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 336 708 | 134,73 | 26 485 | 154,05 | ||||
| 2026-04-29 | 13F | Signet Private Wealth LLC | 3 314 | 261 | ||||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 2 815 | 221 | ||||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 1 233 | 1 367,86 | 97 | 1 500,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 50 042 | 443,34 | 3 637 | 485,67 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 6 516 | 8,76 | 513 | 17,70 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 31 309 | 40,32 | 2 463 | 51,88 | ||||
| 2026-04-23 | 13F | Bestgate Wealth Advisors, LLC | 22 682 | 8,57 | 1 784 | 17,52 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 46 579 | 3,72 | 3 664 | 12,26 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 2 925 | 230 | ||||||
| 2026-04-02 | 13F | Lvm Capital Management Ltd/mi | 185 430 | 66,08 | 15 | 75,00 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 11 942 | 45,42 | 939 | 57,55 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 93 313 | 3,84 | 7 340 | 12,39 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 33 826 | 2,69 | 2 661 | 11,11 | ||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 265 518 | 20 886 | ||||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 36 920 | 8,61 | 2 904 | 17,57 | ||||
| 2026-05-04 | 13F | Innealta Capital, Llc | 12 350 | 971 | ||||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 63 987 | 2,03 | 5 033 | 10,42 | ||||
| 2026-01-29 | 13F | Comerica Bank | 43 693 | 0,84 | 3 176 | 8,58 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 164 | 11 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 14 722 | 5,01 | 1 158 | 13,75 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 14 719 | 245,92 | 1 158 | 274,43 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 8 819 | 690 | ||||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 3 361 | 264 | ||||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 99 186 | 13,43 | 7 802 | 22,75 | ||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 93 497 | 34,36 | 7 354 | 45,42 | ||||
| 2026-06-01 | 13F | Dala Group, LLC | 3 485 | 274 | ||||||
| 2026-05-15 | 13F | Shelton Capital Management | 6 288 | 495 | ||||||
| 2026-05-11 | 13F | Seeds Investor Llc | 16 958 | 1 488 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 567 382 | 53,07 | 44 630 | 65,66 | ||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 1 300 | 102 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 5 142 002 | 8,71 | 404 470 | 17,66 | ||||
| 2026-05-15 | 13F | Bridgewater Associates, LP | 1 072 280 | 84 346 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 510 922 | 2,51 | 40 189 | 10,94 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 55 941 | 4 066 | ||||||
| 2026-05-04 | 13F | Sound Portfolio Advisors, LLC | 3 000 | 236 | ||||||
| 2026-05-11 | 13F | Ironsides Asset Advisors, LLC | 116 664 | 7,36 | 9 177 | 16,18 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 21 208 | 1 668 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 9 420 | 7,63 | 741 | 16,69 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 1 807 | 159,25 | 142 | 184,00 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 42 466 | 6,22 | 3 340 | 14,97 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 9 750 | 9,51 | 767 | 18,39 | ||||
| 2026-05-06 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 147 000 | 59,78 | 11 563 | 72,94 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 19 571 | 39,16 | 1 539 | 50,59 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 2 715 | 214 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1 942 935 | 19,64 | 152 831 | 29,48 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 237 729 | 0,51 | 21 324 | 13,46 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2 098 998 | 8,32 | 165 107 | 17,23 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 72 069 | 19,85 | 5 669 | 29,70 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 50 | 4 | ||||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 467 057 | 3 684,60 | 36 739 | 4 000,22 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 17 118 | 4,31 | 1 347 | 12,92 | ||||
| 2026-05-14 | 13F | Campion Asset Management LLC | 18 944 | 0,49 | 1 490 | 8,76 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 31 | 3,33 | 2 | 0,00 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 43 461 | 2,50 | 3 419 | 10,94 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 240 521 | 2 806,25 | 19 | 28,57 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 117 239 | 36,32 | 10 280 | 64,46 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 8 875 | 3,90 | 698 | 12,58 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 3 881 | 6,80 | 305 | 15,53 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 87 042 | 7,84 | 7 | 20,00 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 35 184 | 4,56 | 2 768 | 13,17 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 32 904 | 0,47 | 2 588 | 8,74 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 7 625 | 600 | ||||||
| 2026-04-28 | 13F | K.J. Harrison & Partners Inc | 19 857 | 32,38 | 1 562 | 43,21 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 5 417 | 78,96 | 521 | 123,18 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 54 953 | 0,76 | 3 994 | 8,48 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 9 851 | 1,77 | 775 | 10,10 | ||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 3 487 | 14,22 | 274 | 23,98 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 10 143 | 41,62 | 798 | 53,27 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 16 838 | 41,90 | 1 325 | 53,60 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 33 268 | 2 706 | ||||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 4 170 | 328 | ||||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 38 | 65,22 | 3 | 100,00 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 336 357 | 10,65 | 26 458 | 19,75 | ||||
| 2026-04-22 | 13F | Gold Investment Management Ltd. | 52 761 | 4,27 | 4 150 | 12,86 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 33 189 | 29,01 | 2 611 | 39,65 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 10 900 | 857 | ||||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 2 796 | 0,36 | 220 | 8,42 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 338 981 | 0,08 | 26 664 | 8,31 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 2 563 346 | 0,30 | 201 633 | 8,56 | ||||
| 2026-04-30 | 13F | Myriad Asset Management Advisors LLC | 744 373 | 55,63 | 58 552 | 68,43 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 135 267 | 10 640 | ||||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 1 637 | 129 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 81 490 | 8,79 | 6 410 | 17,73 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 53 830 | 27,54 | 4 234 | 38,05 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 1 499 912 | 646,67 | 117 983 | 708,16 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 44 735 | 0,51 | 3 251 | 8,22 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 18 200 | 256,86 | 1 432 | 286,76 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 6 000 | 472 | |||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 90 205 | 21,86 | 7 | 40,00 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 14 317 | 7,01 | 1 126 | 15,84 | ||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 84 376 | 29,10 | 6 637 | 39,73 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 12 773 | 1 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 60 875 | 3,27 | 4 788 | 11,76 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 329 746 | 1,30 | 25 938 | 9,64 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 747 915 | 56,03 | 58 831 | 68,87 | ||||
| 2026-04-13 | 13F | Ayalon Holdings Ltd. | 328 203 | 38,59 | 26 | 47,06 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 37 853 | 2 978 | ||||||
| 2026-04-22 | 13F | Fearless Solutions, LLC dba Best Invest | 7 009 | 551 | ||||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 216 837 | 234,08 | 17 056 | 261,59 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 905 148 | 9,40 | 71 200 | 18,40 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 389 | 31 | ||||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 71 942 | 7,35 | 5 659 | 16,18 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 31 936 | 11,88 | 2 512 | 21,12 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 207 355 | 8,44 | 16 311 | 17,36 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 213 746 | 23,54 | 16 813 | 33,70 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 557 289 | 1,25 | 40 504 | 9,01 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 649 671 | 5,28 | 51 103 | 13,94 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 77 642 | 20,16 | 6 107 | 30,05 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 38 047 | 1,09 | 2 993 | 9,40 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 173 915 | 40,45 | 13 680 | 52,02 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 8 964 | 10,57 | 705 | 19,69 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 13 268 | 9,31 | 1 044 | 18,25 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 149 | 12 | ||||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 935 113 | 13,60 | 73 556 | 22,95 | ||||
| 2026-04-17 | 13F | Paragon Capital Management Inc | 11 761 | 925 | ||||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 720 812 | 1,55 | 56 699 | 9,91 | ||||
| 2026-05-08 | 13F | Goldenstone Wealth Management LLC | 21 944 | 0,98 | 1 726 | 9,31 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 41 423 | 17,58 | 3 011 | 17,58 | ||||
| 2026-05-15 | 13F | American Trust Investment Advisors, LLC | 10 980 | 864 | ||||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 14 525 | 1,47 | 1 142 | 9,81 | ||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 10 817 | 1,51 | 851 | 9,82 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 12 875 | 28,97 | 1 013 | 39,59 | ||||
| 2026-05-19 | 13F/A | Eley Financial Management, Inc | 78 779 | 2,38 | 6 197 | 10,80 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 33 590 | 1,79 | 2 642 | 10,18 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 36 303 | 2 856 | ||||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 44 563 | 0,33 | 3 505 | 8,58 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 16 045 | 9,29 | 1 262 | 18,28 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 6 760 | 6,47 | 511 | 10,63 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 472 081 | 9,99 | 37 134 | 19,04 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 11 653 | 925 | ||||||
| 2026-05-12 | 13F | Circle Wealth Management, LLC | 80 369 | 6 322 | ||||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 2 578 | 203 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 132 011 | 10 | ||||||
| 2026-04-21 | 13F | Cypress Capital Advisors, LLC | 12 830 | 1 009 | ||||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 6 939 | 546 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 34 931 | 61,03 | 3 132 | 98,67 | ||||
| 2026-05-14 | 13F | Bank Of Hawaii | 81 388 | 6 402 | ||||||
| 2026-05-13 | 13F | Northstar Asset Management Inc | 2 582 | 203 | ||||||
| 2026-04-30 | 13F | LRI Investments, LLC | 6 486 | 510 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 20 | 2 | ||||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 153 922 | 8,77 | 12 | 20,00 | ||||
| 2026-04-21 | 13F | Sugar Maple Asset Management, LLC | 6 995 | 550 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 48 499 | 79,84 | 3 525 | 137,31 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 289 | 23 | ||||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 197 | 60,16 | 15 | 87,50 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 5 660 | 14,30 | 445 | 23,96 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 351 272 | 56,28 | 27 631 | 69,14 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 727 | 372 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 9 012 | 10,78 | 709 | 19,80 | ||||
| 2026-05-06 | 13F | Intrust Bank Na | 3 078 | 242 | ||||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 727 182 | 0,17 | 57 200 | 8,41 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 15 033 | 1 182 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 41 215 | 16,03 | 3 242 | 25,61 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 72 276 | 10,14 | 5 685 | 19,21 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 994 | 74,69 | 78 | 90,24 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 12 355 | 66,04 | 933 | 72,46 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 176 | 12,10 | 14 | 18,18 | ||||
| 2026-04-14 | 13F | Legacy Trust | 8 922 | 92,62 | 702 | 108,63 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 78 042 | 1,12 | 7 075 | 20,38 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 10 595 | 0,84 | 833 | 9,17 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 91 | 7 | ||||||
| 2026-05-01 | 13F | Osprey Private Wealth LLC | 3 125 | 246 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 3 195 110 | 33,93 | 251 327 | 44,95 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 8 862 | 807 | ||||||
| 2026-04-22 | 13F | TPG Advisors LLC | 2 912 | 4,67 | 229 | 13,37 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 29 941 | 33,08 | 2 355 | 44,04 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1 532 | 146,70 | 121 | 166,67 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 46 510 | 51,13 | 3 659 | 63,60 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 10 883 | 4,59 | 856 | 13,23 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 13 019 | 6,34 | 1 024 | 15,19 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 15 943 | 3,94 | 1 254 | 12,57 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 36 370 | 38,68 | 2 861 | 50,05 | ||||
| 2026-05-11 | 13F | Texas Capital Bank Wealth Management Services Inc | 11 101 | 295,19 | 873 | 327,94 | ||||
| 2026-04-17 | 13F | Mainstream Capital Management LLC | 2 611 | 205 | ||||||
| 2026-05-07 | 13F | Summitpoint Capital Management | 8 739 | 635 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 193 608 | 62,70 | 15 229 | 76,10 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 94 186 | 28,70 | 7 409 | 39,30 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 796 785 | 4,83 | 62 675 | 13,45 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2 174 | 59,38 | 171 | 72,73 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 5 371 | 0,32 | 422 | 8,48 | ||||
| 2026-05-12 | 13F | Creative Planning | 805 773 | 1,93 | 63 382 | 10,32 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 18 103 | 210,73 | 1 424 | 236,41 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 84 463 | 1,12 | 6 644 | 9,44 | ||||
| 2026-05-14 | 13F | B&l Asset Management Llc | 29 758 | 33,62 | 2 341 | 44,62 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 78 108 | 66,42 | 6 144 | 80,09 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 71 656 | 15,02 | 5 637 | 24,47 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 9 751 | 869 | ||||||
| 2026-04-07 | 13F | JBGlobal.com LLC | 15 500 | 1 219 | ||||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 18 046 | 0,52 | 1 420 | 8,82 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 17 807 | 2,12 | 1 401 | 10,50 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 2 065 | 162 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 2 622 380 | 12,23 | 198 095 | 16,65 | ||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 3 000 | 236 | ||||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 33 515 | 80,16 | 2 636 | 95,11 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 3 202 | 252 | ||||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 465 156 | 1,31 | 36 585 | 9,64 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 22 995 | 16,81 | 1 809 | 26,43 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 601 628 | 54,34 | 47 | 67,86 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 188 | 15 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 18 060 | 15,11 | 1 | 0,00 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 45 817 | 2,54 | 3 604 | 10,96 | ||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 216 | 8,00 | 17 | 14,29 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 2 570 | 202 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 105 411 | 0,32 | 8 292 | 8,58 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 33 580 | 131,97 | 1 850 | 75,76 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 16 327 | 11,94 | 1 284 | 21,13 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 95 400 | 2,25 | 7 498 | 10,49 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 106 563 | 0,26 | 8 382 | 8,50 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 18 975 | 22,88 | 1 493 | 32,98 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 9 169 | 0,66 | 721 | 8,91 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 48 035 | 3,67 | 3 778 | 12,21 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 497 080 | 5,40 | 39 100 | 14,07 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2 095 181 | 26,89 | 164 807 | 37,33 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 7 725 | 2,86 | 608 | 11,38 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 204 234 | 30,85 | 16 065 | 41,62 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 489 940 | 0,22 | 38 539 | 8,47 | ||||
| 2026-04-23 | 13F | Analyst IMS Investment Management Services Ltd. | 47 530 | 9,19 | 4 | 0,00 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 2 557 | 201 | ||||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 2 835 | 223 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2 056 486 | 36,62 | 161 763 | 47,86 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 5 007 | 28,48 | 394 | 38,87 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 50 500 | 1 013,56 | 3 972 | 1 107,29 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 17 436 | 1 | ||||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 44 345 | 11,69 | 3 488 | 20,90 | ||||
| 2026-05-12 | 13F | Porter White Investment Advisors, Inc. | 4 300 | 338 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 13 945 | 15,26 | 1 097 | 24,69 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 17 637 | 48,85 | 1 387 | 61,09 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 362 | 28 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 1 889 896 | 3,56 | 148 659 | 12,09 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 45 | 4 | ||||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 6 332 | 498 | ||||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 11 762 | 36,31 | 925 | 47,53 | ||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 10 648 | 838 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 10 234 | 805 | ||||||
| 2026-04-20 | 13F | Bennett Associates Wealth Management | 112 627 | 4,81 | 8 859 | 13,43 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 174 343 | 3,40 | 13 714 | 11,91 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 41 437 | 1,35 | 3 259 | 9,69 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 100 736 | 10,62 | 7 924 | 19,72 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 7 166 | 8,99 | 564 | 18,03 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 3 950 640 | 15,32 | 310 560 | 24,71 | ||||
| 2026-05-15 | 13F | City Of London Investment Management Co Ltd | 110 998 | 8 731 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 4 343 507 | 10,72 | 341 660 | 19,83 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 23 523 | 153,07 | 1 850 | 174,07 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 29 679 701 | 14 053,14 | 2 334 605 | 15 217,93 | ||||
| 2026-04-28 | 13F | Seascape Capital Management | 333 323 | 3,71 | 26 | 13,04 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 3 625 | 1 476,09 | 285 | 1 681,25 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 4 634 | 0,96 | 365 | 9,31 | ||||
| 2026-04-24 | 13F | Black Swift Group, LLC | 131 442 | 4,18 | 10 339 | 12,75 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 23 902 | 11,36 | 2 | 0,00 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 32 | 3 | ||||||
| 2026-04-20 | 13F | Courier Capital Llc | 208 015 | 8,49 | 16 362 | 17,42 | ||||
| 2026-05-05 | 13F | Strategic Investment Management, Llc | 27 830 | 2 189 | ||||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 124 401 | 11,54 | 9 785 | 9,92 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 79 862 | 4,09 | 6 282 | 12,64 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 196 230 | 39,61 | 15 435 | 51,10 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 917 | 72 | ||||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 22 820 | 120,82 | 1 795 | 138,88 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 20 131 | 1 804 | ||||||
| 2026-04-16 | 13F | Terra Nova Asset Management LLC | 23 617 | 1 858 | ||||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 3 450 | 0 | ||||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 14 487 | 19,89 | 1 140 | 29,73 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 8 106 | 3,96 | 638 | 12,54 | ||||
| 2026-05-19 | 13F | Gts Financial, Llc | 4 119 | 227 | ||||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 7 611 | 37,81 | 599 | 49,13 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 1 644 | 71,43 | 130 | 88,41 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 7 371 977 | 2,78 | 579 880 | 11,23 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 9 920 | 4,03 | 780 | 12,55 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 7 084 | 10,03 | 557 | 19,27 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 325 408 | 1,57 | 25 597 | 9,93 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 3 477 | 25,93 | 273 | 36,50 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 3 400 240 | 25,65 | 267 464 | 35,99 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 20 268 | 0,32 | 1 594 | 8,58 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 25 152 | 4,69 | 1 978 | 13,29 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 75 595 | 640,33 | 5 494 | 697,39 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 87 086 | 8,20 | 6 850 | 17,11 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 25 541 | 24,23 | 2 009 | 34,47 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 3 607 | 7,06 | 284 | 15,98 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 54 052 | 5,45 | 4 252 | 14,12 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 294 943 | 21,53 | 23 200 | 31,53 | ||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 34 288 | 3,88 | 2 697 | 12,47 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1 148 218 | 1,32 | 90 319 | 9,65 | ||||
| 2026-02-17 | 13F | Harvest Investment Advisors, LLC | 56 497 | 0,36 | 4 106 | 15,53 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 52 674 | 16,92 | 4 143 | 26,54 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 22 370 | 1 760 | ||||||
| 2026-05-04 | 13F | 5th Street Advisors, LLC | 119 782 | 4,49 | 9 422 | 13,10 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 4 262 | 335 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1 530 978 | 9,64 | 120 427 | 18,66 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 21 465 | 2 | ||||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 3 572 | 281 | ||||||
| 2026-05-12 | 13F | Chicago Wealth Management, Inc. | 86 833 | 6 830 | ||||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 105 166 | 55,29 | 8 272 | 68,06 | ||||
| 2026-05-11 | 13F | Commerce Bank | 126 552 | 94,00 | 9 955 | 109,96 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 3 012 | 237 | ||||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 13 853 | 11,32 | 1 090 | 20,46 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 78 875 | 7,83 | 6 204 | 16,70 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 79 652 | 4,15 | 6 265 | 12,72 | ||||
| 2026-05-11 | 13F | Pecaut & Co. | 204 164 | 28,92 | 16 060 | 39,53 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 11 397 | 192,08 | 896 | 223,47 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 10 311 | 1,11 | 811 | 9,45 | ||||
| 2026-04-20 | 13F | Norway Savings Bank | 80 202 | 2,27 | 6 309 | 10,69 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 52 408 | 125,81 | 4 122 | 144,48 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 47 851 | 13,71 | 3 764 | 23,05 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 11 357 | 893 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 3 337 | 18,12 | 262 | 27,80 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 883 | 69 | ||||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 2 175 161 | 8,43 | 171 098 | 3,96 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 42 014 | 14,63 | 3 305 | 24,07 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 65 394 | 7 694,28 | 5 144 | 8 471,67 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 634 182 | 49 885 | ||||||
| 2026-04-29 | 13F | Live Oak Investment Partners | 49 261 | 4,16 | 3 875 | 12,71 | ||||
| 2026-05-07 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 1 500 | 118 | ||||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 4 151 | 16,90 | 327 | 26,36 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 347 122 | 246,82 | 27 | 285,71 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 254 | 1 236,84 | 20 | 1 800,00 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 5 902 | 741,94 | 464 | 828,00 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 18 980 | 41,26 | 1 493 | 52,97 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 12 200 | 960 | |||||
| 2026-04-27 | 13F | F&V Capital Management, LLC | 8 220 | 5,12 | 1 | |||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 36 302 | 30,18 | 2 856 | 40,92 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 7 267 | 572 | ||||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 1 950 | 111 | ||||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 3 743 | 294 | ||||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 2 579 | 2,30 | 0 | |||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 1 120 | 12,22 | 88 | 22,22 | ||||
| 2026-05-20 | 13F/A | J. Mark Nickell & Co. | 44 896 | 19,38 | 3 532 | 29,20 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 7 119 | 6,11 | 560 | 14,78 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 337 | 27 | ||||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 244 964 | 1 333,38 | 19 269 | 1 451,37 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 556 985 | 0,60 | 43 812 | 8,88 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 15 250 | 1 200 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 103 807 | 40,17 | 7 958 | 47,86 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 10 419 | 2,59 | 820 | 10,98 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1 545 | 122 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 5 580 | 439 | ||||||
| 2026-05-05 | 13F | Trail Ridge Investment Advisors, LLC | 250 064 | 3,10 | 19 670 | 11,59 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 7 309 | 31,48 | 575 | 42,08 | ||||
| 2026-05-14 | 13F | ASB Consultores, LLC | 5 389 | 28,99 | 505 | 56,83 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 59 637 | 11,98 | 4 691 | 21,21 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 2 457 | 41,04 | 193 | 53,17 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 27 629 | 81,75 | 2 173 | 96,83 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 5 609 | 441 | ||||||
| 2026-05-04 | 13F | 1st Source Bank | 787 768 | 8,99 | 61 966 | 17,95 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 13 551 | 21,37 | 1 066 | 31,32 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 3 451 | 6,84 | 271 | 15,81 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 20 131 | 4,24 | 1 586 | 12,80 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 3 648 | 0,30 | 287 | 8,33 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 73 | 6 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 385 115 | 8,84 | 30 293 | 17,79 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 78 | 6 | ||||||
| 2026-04-28 | 13F | Cypress Capital, LLC | 44 626 | 3 510 | ||||||
| 2026-04-28 | 13F | Antonelli Financial Advisors, LLC | 44 050 | 56,00 | 3 465 | 68,86 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 181 138 | 25,37 | 14 248 | 35,70 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 157 893 | 37,36 | 12 420 | 48,66 | ||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 20 146 | 8,20 | 1 585 | 17,07 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 289 177 | 247,13 | 22 747 | 275,72 | ||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 2 619 | 206 | ||||||
| 2026-05-14 | 13F | Battery Global Advisors, LLC | 3 504 | 10 205,88 | 276 | 27 400,00 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 59 606 | 3,55 | 4 689 | 12,07 | ||||
| 2026-05-05 | 13F | PFG Advisors | 41 031 | 5,54 | 3 227 | 14,23 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 359 468 | 28 276 | ||||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 127 360 | 7,03 | 10 018 | 15,84 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 597 945 | 16,78 | 47 554 | 27,79 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 239 253 | 18,33 | 18 820 | 28,06 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 4 400 | 346 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 5 666 | 0,89 | 446 | 9,07 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 26 129 | 10,28 | 2 055 | 19,34 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 156 642 | 12 321 | ||||||
| 2026-04-23 | 13F | Catalyst Investment Management LLC | 47 549 | 20,24 | 4 263 | 48,33 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 202 | 27,04 | 16 | 36,36 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 6 414 | 114,87 | 505 | 133,33 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 98 815 | 2,58 | 7 773 | 11,01 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 1 360 | 107 | ||||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 3 973 | 11,41 | 313 | 20,46 | ||||
| 2026-04-13 | 13F | Neumann Capital Management, LLC | 9 033 | 0,37 | 711 | 8,56 | ||||
| 2026-04-24 | 13F | Client First Capital LLC | 71 990 | 5 663 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1 508 424 | 12,39 | 118 654 | 21,63 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 67 114 | 27,17 | 5 279 | 37,65 | ||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 3 557 | 8,94 | 280 | 17,72 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 110 462 | 3,28 | 8 689 | 11,77 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 702 | 269,47 | 55 | 323,08 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 342 | 27 | ||||||
| 2026-04-02 | 13F | Silverleafe Capital Partners, LLC | 52 160 | 27,38 | 4 103 | 37,84 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 6 962 | 31,23 | 548 | 42,08 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 74 188 | 5 836 | ||||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 521 935 | 8,86 | 41 055 | 17,82 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 23 490 | 1,11 | 1 848 | 9,42 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 22 594 | 4,29 | 1 777 | 13,98 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 18 658 | 2,83 | 1 468 | 11,31 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 10 034 | 13,98 | 789 | 23,47 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 451 060 | 0,16 | 35 470 | 8,37 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 10 258 | 8,29 | 807 | 17,15 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 190 528 | 196,04 | 14 987 | 220,42 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 1 795 235 | 2,13 | 141 213 | 10,53 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 1 058 392 | 9,28 | 83 253 | 18,27 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 75 | 6 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 50 | 4 | ||||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 47 412 | 3,49 | 3 729 | 12,02 | ||||
| 2026-04-30 | 13F | GreatBanc Trust CO | 5 585 | 0,81 | 439 | 9,20 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 595 500 | 1,91 | 46 842 | 10,29 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 22 068 | 21,14 | 1 736 | 31,04 | ||||
| 2026-05-04 | 13F | Camden National Bank | 80 693 | 7,25 | 6 347 | 16,08 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 4 085 | 31,01 | 346 | 52,65 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 3 541 | 279 | ||||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 148 108 | 0,49 | 11 650 | 8,76 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 38 | 3 | ||||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 363 713 | 28 635 | ||||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 2 400 | 37,14 | 189 | 48,03 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 238 191 | 7,29 | 18 736 | 16,13 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 12 382 | 1,84 | 974 | 10,19 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 12 301 | 10,82 | 968 | 19,98 | ||||
| 2026-05-14 | 13F | Artemis Wealth Advisors, LLC | 783 254 | 89,38 | 61 611 | 104,97 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 770 | 41,28 | ||||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 116 | 3,57 | 9 | 12,50 | ||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 75 432 | 5 933 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 234 802 | 1,85 | 18 470 | 10,23 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 2 970 | 234 | ||||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 181 109 | 33,82 | 14 246 | 44,84 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 8 395 | 19,28 | 660 | 29,16 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1 873 | 2,18 | 136 | 10,57 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 699 | 8,70 | 135 | 19,47 | ||||
| 2026-05-13 | 13F | Abbot Financial Management, Inc. | 13 020 | 1 024 | ||||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 9 914 | 27,12 | 780 | 37,63 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 64 832 | 16,65 | 5 100 | 26,24 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 11 832 | 13,12 | 931 | 22,37 | ||||
| 2026-04-24 | 13F | Royal Harbor Partners, LLC | 23 912 | 1 881 |
