Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF, to m.in Alternative Investment Advisors, LLC., Silver Coast Investments LLC, Nearwater Capital Markets, Ltd, Klingenstein Fields & Co Lp, Sonoma Allocations LLC, Wingate Wealth Advisors, Inc., Arista Wealth Management, LLC, MRP Capital Investments, LLC, January Capital Advisors LLC, BetterWealth, LLC, Wiley Bros.-aintree Capital, Llc, Clarion Wealth Managment Partners, LLC, Summit Trail Advisors, Llc, Catalyst Investment Management LLC, Keybank National Association/oh, Citadel Advisors Llc, MOR Wealth Management, LLC, DAVENPORT & Co LLC, IVC Wealth Advisors LLC, i MEMBERS Trust Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | Brio Consultants, LLC | 50 251 | 17,11 | 2 057 | 32,97 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 3 900 | 149 | ||||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 134 685 | 409,55 | 5 153 | 440,71 | ||||
| 2026-05-15 | 13F | CapitalatWork S.A. | 0 | |||||||
| 2026-01-29 | 13F | Comerica Bank | 39 830 | 10,81 | 1 436 | 10,55 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 411 420 | 2,66 | 15 741 | 8,92 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1 190 | 34,77 | 46 | 45,16 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 99 464 | 45,49 | 3 695 | 49,90 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 111 544 | 73,23 | 4 268 | 83,84 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 40 990 | 25,66 | 1 478 | 25,36 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 666 | 25 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 4 778 | 183 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 83 732 | 700,11 | 3 019 | 698,68 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 17 | 1 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 15 721 | 1,34 | 601 | 7,51 | ||||
| 2026-05-05 | 13F | UBS Group AG | 650 432 | 15,14 | 24 886 | 22,16 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 51 097 | 8,84 | 1 955 | 15,48 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 70 911 | 64,21 | 2 713 | 74,25 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 8 300 | 318 | |||||
| 2026-04-23 | 13F | First Pacific Financial | 192 | 7 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 6 318 | 242 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 14 320 | 200,52 | 516 | 200,00 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 11 547 | 442 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1 374 | 53 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 20 979 | 5,65 | 803 | |||||
| 2026-05-13 | 13F | Mariner, LLC | 195 470 | 22,24 | 7 479 | 29,69 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 305 | 31,47 | 12 | 37,50 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 1 223 | 6,63 | 47 | 12,20 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 1 448 | 1,83 | 55 | 7,84 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 9 833 | 4,99 | 355 | 4,73 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 11 995 | 29,52 | 459 | 37,54 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 544 893 | 0,49 | 20 848 | 6,62 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 720 735 | 16,02 | 27 575 | 23,10 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 159 359 | 4,44 | 5 746 | 4,15 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 0 | 0 | ||||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 49 714 | 26,31 | 1 902 | 34,04 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 7 452 | 1,15 | 285 | 7,55 | ||||
| 2026-05-14 | 13F | Betterment LLC | 43 678 | 2,02 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 35 599 | 19,62 | 1 362 | 26,84 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 67 | -25,00 | ||||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 131 072 | 1,48 | 5 015 | -2,66 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 72 | 3 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 8 662 | 0,94 | 331 | 7,12 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 1 857 268 | 0,18 | 71 059 | 6,29 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 439 715 | 559,36 | 16 823 | 599,79 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 98 447 | 2,65 | 3 767 | 8,94 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 10 170 | 12,74 | 389 | 19,69 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 1 469 | 1 446,32 | 56 | 1 766,67 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 322 910 | 3,68 | 12 355 | 10,01 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 2 152 | 82 | ||||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 38 181 | 24,25 | 1 461 | 31,77 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 416 262 | 17,86 | 17 042 | 20,99 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 6 595 | 238 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 1 458 | 26,23 | 0 | |||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 15 091 | 29,08 | 577 | 37,05 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 14 971 | 2,48 | 590 | 9,07 | ||||
| 2026-05-15 | 13F | Nearwater Capital Markets, Ltd | 66 900 | 2 560 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 9 124 | 199,44 | 349 | 220,18 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 538 388 | 18,89 | 20 599 | 26,14 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 12 133 | 31,13 | 464 | 39,34 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 7 330 | 280 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 69 773 | 1,64 | 2 670 | 7,84 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 130 | 5 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 12 081 | 123,89 | 462 | 138,14 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 270 | 1 400,00 | 10 | |||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 250 | 42,86 | 10 | 50,00 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 453 683 | 2,76 | 17 358 | 9,03 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 1 238 | 47 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 141 174 | 3,76 | 5 386 | 6,32 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 78 517 | 34,66 | 3 004 | 42,91 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 10 910 | 417 | ||||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 168 281 | 10,86 | 6 438 | 17,63 | ||||
| 2026-05-14 | 13F | Elgethun Capital Management | 539 773 | 0,56 | 20 652 | 6,70 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 23 | 1 | ||||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 75 477 | 49,43 | 2 888 | 58,54 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 126 869 | 197,88 | 4 903 | 219,41 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 19 966 | 5,75 | 764 | 12,21 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 26 761 | 15,91 | 1 024 | 22,96 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 1 566 | 57,39 | 0 | |||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 348 | 13 | ||||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 132 683 | 2,69 | 5 076 | 8,95 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 97 247 | 14,95 | 3 721 | 21,97 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 5 460 | 0 | ||||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 328 742 | 12 578 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 8 403 | 0,43 | 303 | 0,33 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 222 078 | 1,58 | 8 497 | 7,78 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 16 232 | 621 | ||||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 40 443 | 10,14 | 1 547 | 16,84 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 501 | 18 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 259 210 | 0,71 | 9 917 | 6,85 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 3 165 | 22,67 | 121 | 30,11 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 77 032 | 25,54 | 2 947 | 33,23 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 5 567 | 213 | ||||||
| 2026-04-13 | 13F | Lee Financial Co | 30 354 | 21,09 | 1 161 | 28,57 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 27 826 | 0,85 | 1 065 | 6,93 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 17 731 | 160,98 | 678 | 156,82 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 104 841 | 0,67 | 4 011 | 6,53 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 136 533 | 11,29 | 5 224 | 18,06 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 513 907 | 8,04 | 19 662 | 14,63 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 131 | 5 | ||||||
| 2026-04-24 | 13F | Keybank National Association/oh | 8 556 | 327 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 3 400 | 7,19 | 130 | 14,04 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 6 351 | 243 | ||||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 2 529 | 0,60 | 97 | 6,67 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 31 064 | 15,00 | 1 189 | 21,97 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 84 464 | 707,11 | 3 232 | 754,76 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 105 889 | 0,26 | 4 051 | 6,38 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 5 576 | 15,28 | 213 | 22,41 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 90 031 | 6,25 | 3 445 | 12,73 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 6 519 | 79,34 | 249 | 90,08 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 39 649 | 5,10 | 1 517 | 11,47 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 573 053 | 7,33 | 21 925 | 13,88 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 20 523 | 27 264,00 | 785 | |||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 347 | 13 | ||||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 70 250 | 1,28 | 2 688 | 7,44 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 12 161 | 16,05 | 465 | 23,34 | ||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 334 560 | 56,95 | 12 800 | 66,54 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 6 448 | 95,81 | 247 | 127,78 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 6 321 | 242 | ||||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 77 333 | 2,10 | 2 959 | 8,31 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 2 226 548 | 10,11 | 85 188 | 16,83 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management, LLC | 178 075 | 2 337,05 | 6 813 | 2 490,49 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 391 905 | 372,44 | 14 994 | 401,30 | ||||
| 2026-04-24 | 13F | Essex LLC | 161 351 | 2,04 | 6 173 | 8,26 | ||||
| 2026-05-12 | 13F | Creative Planning | 207 189 | 24,15 | 7 927 | 31,74 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2 799 303 | 29,76 | 107 101 | 37,67 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 13 564 | 94,08 | 519 | 105,56 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 98 401 | 19,00 | 3 740 | 22,86 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 25 823 | 21,25 | 988 | 28,68 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 7 921 | 6,29 | 303 | 13,06 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 82 | 3 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 510 852 | 40,29 | 19 545 | 48,86 | ||||
| 2026-05-08 | 13F | Capital Developers, LLC | 127 312 | 2,85 | 4 871 | 9,12 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 7 902 | 302 | ||||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 128 694 | 4 924 | ||||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 345 179 | 8,02 | 13 207 | 14,61 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 12 186 | 17,05 | 466 | 54,30 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 141 937 | 6,50 | 5 431 | 12,98 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 17 628 | 130,82 | 713 | 148,08 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 25 677 | 1,31 | 982 | 7,56 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 509 567 | 36,21 | 19 496 | 44,53 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 10 393 | 18,14 | 398 | 25,24 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 16 321 | 31,65 | 624 | 39,29 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 7 328 | 280 | ||||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 63 907 | 2 445 | ||||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 9 150 | 0,68 | 350 | -1,13 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 14 999 | 76,50 | 574 | 87,25 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 29 341 | 1 123 | ||||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 7 983 | 3,54 | 305 | 9,71 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 7 001 | 268 | ||||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 8 142 | 312 | ||||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 89 010 | 27,33 | 3 406 | 35,12 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 308 618 | 5,49 | 11 808 | 11,16 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 79 802 | 218,34 | 3 053 | 238,10 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 48 788 | 1 863 | ||||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 379 370 | 1,57 | 14 515 | 7,77 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 95 989 | 0,36 | 3 673 | 6,50 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 3 699 | 142 | ||||||
| 2026-05-08 | 13F | Firestone Capital Management | 21 893 | 0,99 | 838 | 7,17 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 11 977 | 6,19 | 458 | 12,81 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 685 | 88,19 | 26 | 100,00 | ||||
| 2026-05-05 | 13F | Westover Capital Advisors, LLC | 159 685 | 4,02 | 6 110 | 10,37 | ||||
| 2026-05-20 | 13F | January Capital Advisors LLC | 24 156 | 924 | ||||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 433 129 | 0,15 | 16 571 | 6,26 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 95 099 | 4,42 | 4 | 0,00 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 46 400 | 56,76 | 1 775 | 66,35 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 712 019 | 1,90 | 27 242 | 8,11 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 15 864 | 17,73 | 607 | 24,95 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 31 674 | 24,96 | 1 269 | 33,33 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 8 345 | 7,08 | 319 | 13,52 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 197 226 | 22,78 | 7 546 | 30,27 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 43 | 2 | ||||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 1 | 0 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 59 412 | 3,48 | 2 273 | 9,81 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 2 841 | 0,14 | 109 | 5,88 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 5 988 | 229 | ||||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 18 457 | 1,43 | 706 | 7,62 | ||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 563 534 | 24,21 | 21 561 | 31,78 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 5 909 | 1,37 | 226 | 7,62 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 24 195 | 56,30 | 926 | 65,77 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 30 555 | 10,29 | 1 169 | 17,02 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 421 208 | 4,99 | 54 375 | 11,39 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 353 734 | 4,89 | 13 534 | 11,29 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 7 733 | 296 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 4 231 | 83,00 | 162 | 93,98 | ||||
| 2026-05-14 | 13F | MRP Capital Investments, LLC | 25 583 | 979 | ||||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 10 | 0 | ||||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 18 297 | 2,93 | 700 | 9,20 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 63 177 | 0,40 | 2 417 | 6,52 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 73 369 | 0,97 | 2 807 | 7,14 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 5 981 | 229 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 30 724 | 175,45 | 1 175 | 192,29 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 544 | 3,03 | 21 | 5,26 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 13 526 | 7 372,93 | 518 | 8 516,67 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 37 | 1 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 022 318 | 52,46 | 39 114 | 61,76 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 101 713 | 1 348,70 | 3 892 | 1 437,94 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 50 761 | 2,25 | 1 942 | 8,49 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 367 331 | 3,87 | 14 054 | 10,21 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 136 959 | 3,81 | 5 240 | 10,15 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 11 705 | 18,83 | 422 | 18,87 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 32 213 | 1 303 | ||||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 30 092 | 2,44 | 1 151 | 8,69 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 102 427 | 2,37 | 3 919 | 8,62 | ||||
| 2026-04-23 | 13F | Catalyst Investment Management LLC | 8 660 | 353 | ||||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 33 989 | 1 300 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 450 713 | 1,27 | 16 253 | 101 475,00 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1 100 | 42 | ||||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 6 901 | 264 | ||||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 686 | 26 | ||||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 13 030 | 0,70 | 499 | 6,87 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 62 082 | 2 375 | ||||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 66 | 3 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 127 406 | 135,46 | 4 875 | 149,82 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 384 | 15 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 9 513 | 364 | ||||||
| 2026-04-21 | 13F | Abbington Investment Group | 179 260 | 8,63 | 6 859 | 15,26 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 348 345 | 0,78 | 13 328 | 6,93 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 7 736 | 0,61 | 296 | 6,86 | ||||
| 2026-05-08 | 13F | Clarion Wealth Managment Partners, LLC | 9 035 | 346 | ||||||
| 2026-05-14 | 13F | Morningstar Investment Management LLC | 723 788 | 3,27 | 27 692 | 110 668,00 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 124 019 404 | 0,86 | 4 744 982 | 7,02 | ||||
| 2026-05-15 | 13F | Alternative Investment Advisors, LLC. | 156 726 | 5 996 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 11 448 | 8,87 | 438 | 15,57 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 29 186 | 24,03 | 1 | |||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 31 468 | 92,11 | 1 204 | 103,90 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 8 850 | 339 | ||||||
| 2026-04-24 | 13F | BetterWealth, LLC | 11 979 | 458 | ||||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 36 017 | 5,15 | 1 378 | 11,58 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 38 755 | 912,94 | 1 483 | 981,75 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 141 | 5 | ||||||
| 2026-04-27 | 13F | Mosley Wealth Management | 868 | 31 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 108 572 | 2,55 | 4 154 | 8,80 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 332 923 | 6,16 | 12 738 | 12,64 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 228 | 9 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 11 678 | 41,88 | 447 | 50,68 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 5 514 | 211 | ||||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 328 | 13 | ||||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 20 932 | 533,73 | 801 | 572,27 | ||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 171 213 | 6,12 | 6 551 | 12,60 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 2 233 | 176,36 | 85 | 193,10 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 5 314 | 203 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 93 914 | 18,57 | 3 593 | 25,81 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 23 028 | 42,72 | 881 | 51,64 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 1 035 | 40 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 825 | 22,73 | 70 | 30,19 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 7 501 | 287 |
