Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF, to m.in Arq Wealth Advisors, Llc, IFC & Insurance Marketing, Inc., Capital Group Private Client Services, Inc., Spartan Wealth Advisory Services LLC, GatePass Capital, LLC, Vanguard Advisers Inc, Vanguard National Trust Co, Tiaa-cref Individual & Institutional Services, Llc, MSA Advisors, LLC, First National Trust Co, Everest Financial Group LLC, Zwj Investment Counsel Inc, InTrack Investment Management Inc, Partners in Financial Planning, BetterWealth, LLC, Moors & Cabot, Inc., Arkadios Wealth Advisors, Fountainhead AM, LLC, Investment Planning Advisors, Inc., i Indivisible Partners .
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.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 813 606 | 22 659 | ||||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 13 545 | 9,87 | 377 | 12,54 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 1 047 751 | 1,11 | 29 180 | 3,49 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 6 300 154 | 3,07 | 175 459 | 5,49 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 882 278 | 5,47 | 24 571 | 7,95 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 203 798 | 0,44 | 5 676 | 2,79 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1 256 720 | 4,18 | 34 985 | 6,57 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1 498 468 | 5,49 | 39 887 | 6,77 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 151 291 | 1,54 | 4 213 | 3,92 | ||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 9 368 | 273 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 214 229 | 180,84 | 5 966 | 187,52 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 1 823 | 0,05 | 51 | 2,04 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 318 893 | 13,13 | 9 | 14,29 | ||||
| 2026-04-06 | 13F | CX Institutional | 500 | 390,20 | 0 | |||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 46 452 | 184,06 | 1 294 | 191,22 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 119 620 | 3 331 | ||||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 14 627 | 407 | ||||||
| 2026-05-07 | 13F | Coastwise Capital Group, LLC | 12 609 | 0,41 | 351 | 2,93 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 2 643 | 2,20 | 74 | 4,29 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 103 441 | 0,63 | 2 881 | 2,97 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 141 | 4 | ||||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 9 992 | 278 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1 664 | 45 | ||||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 51 224 | 1 427 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 47 874 | 1,25 | 1 333 | 3,65 | ||||
| 2026-05-13 | 13F | Boulay Financial Advisors, LLC | 9 567 867 | 4,84 | 266 465 | 7,30 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 113 083 | 3,88 | 3 149 | 6,35 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 167 | 2,45 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 184 641 | 3,84 | 5 142 | 6,28 | ||||
| 2026-05-14 | 13F | Betterment LLC | 82 460 | 141,03 | 2 | |||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 2 178 555 | 8,20 | 60 673 | 10,74 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 35 388 | 7,11 | 986 | 9,69 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 62 257 | 28,02 | 1 734 | 30,99 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 39 040 | 39,38 | 1 087 | 42,65 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 249 | 7 | ||||||
| 2026-05-11 | 13F | Haverford Trust Co | 900 180 | 2,92 | 25 070 | 5,34 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 652 918 | 2,78 | 18 184 | 5,20 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 11 686 | 318 | ||||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 156 749 | 23,49 | 4 365 | 26,41 | ||||
| 2025-12-16 | 13F | Emergent Wealth Advisors, LLC | 0 | 0 | ||||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 1 594 298 | 1,12 | 44 401 | 3,50 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 137 409 | 0,12 | 3 739 | 3,57 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 65 507 | 26,89 | 1 782 | 31,32 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 1 702 554 | 29,29 | 47 416 | 32,34 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 169 260 | 0,11 | 4 714 | 2,46 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 383 541 | 10 682 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 11 940 | 0,23 | 333 | 2,47 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 7 888 | 220 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 67 238 | 11,31 | 1 873 | 13,94 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 10 577 | 5,09 | 295 | 7,69 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 108 898 | 0,98 | 3 033 | 3,34 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 113 931 | 41,29 | 3 100 | 46,23 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 43 547 | 1,71 | 1 213 | 4,03 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 74 367 | 18,93 | 2 071 | 21,75 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 13 458 | 1,53 | 375 | 3,89 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 22 069 | 41,08 | 615 | 44,47 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 13 | 0 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 71 003 | 38,63 | 1 977 | 41,92 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 7 296 | 203 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1 458 | 41 | ||||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 228 662 | 7,85 | 6 368 | 10,38 | ||||
| 2026-05-11 | 13F | Timmons Wealth Management, LLC | 423 721 | 2,88 | 11 801 | 5,29 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 67 369 | 123,71 | 1 876 | 129,06 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 9 874 | 275 | ||||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 1 929 | 54 | ||||||
| 2026-04-16 | 13F | Solitude Financial Services | 935 707 | 1,88 | 27 145 | 8,62 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 768 156 | 2,98 | 21 393 | 5,40 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 179 386 | 20,29 | 4 996 | 23,12 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 70 689 | 2,37 | 1 969 | 4,79 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 163 487 | 71,83 | 4 553 | 75,93 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 313 460 | 113,40 | 8 561 | 114,21 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 518 | 14 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 70 728 | 4,81 | 1 970 | 7,24 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 8 425 671 | 4,94 | 234 655 | 7,41 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 33 975 | 12,09 | 946 | 14,81 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 666 | 19 | ||||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 7 260 | 202 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 3 891 438 | 2,87 | 108 377 | 5,29 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 420 | 0 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 12 652 | 20,61 | 353 | 23,86 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 52 784 | 9,71 | 1 470 | 12,30 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 30 918 | 691,55 | 861 | 712,26 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 2 248 | 0,31 | 63 | 1,64 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 105 539 | 1,13 | 2 939 | 3,52 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 563 449 | 1,96 | 15 692 | 4,36 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 637 515 | 603,01 | 17 755 | 619,66 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 1 532 | 7,43 | 43 | 10,53 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 264 710 | 7 372 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 8 898 | 248 | ||||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 36 080 | 0,41 | 1 005 | 2,76 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 62 929 | 7,23 | 1 753 | 9,77 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 615 116 | 7,15 | 17 131 | 9,67 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 116 986 | 82,04 | 3 258 | 86,38 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 7 510 | 209 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 5 199 | 0,06 | 145 | 2,13 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 2 286 | 64 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3 144 222 | 0,43 | 87 567 | 2,79 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 219 974 | 9,19 | 6 126 | 11,77 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 521 499 | 6,22 | 14 524 | 8,71 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 9 908 | 276 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 27 495 487 | 28,52 | 765 687 | 31,54 | ||||
| 2026-05-12 | 13F | Creative Planning | 2 169 172 | 2,24 | 60 411 | 4,64 | ||||
| 2026-05-08 | 13F | Allen Wealth Management, Llc | 962 107 | 4,70 | 26 795 | 7,16 | ||||
| 2026-05-08 | 13F | Bristlecone Value Partners, LLC | 375 200 | 4,10 | 10 449 | 6,56 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 411 084 | 1,14 | 11 449 | 3,52 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 9 370 273 | 2,07 | 260 962 | 4,48 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 29 575 | 0,19 | 824 | 2,49 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 150 000 | 4 178 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 121 637 | 172,91 | 3 388 | 179,46 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 11 165 | 10,09 | 311 | 12,73 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 28 094 | 0,64 | 782 | 3,03 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2 024 776 | 4,53 | 56 390 | 6,99 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 45 548 | 6,94 | 1 269 | 9,50 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 93 876 | 58,72 | 2 614 | 62,46 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 189 211 | 0,08 | 5 270 | 2,43 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 449 824 | 5,65 | 12 528 | 8,13 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 8 819 | 0,36 | 245 | 2,51 | ||||
| 2026-05-13 | 13F | Roger Wittlin Investment Advisory, LLC | 12 642 | 0,41 | 352 | 2,92 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 149 | 4 | ||||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 48 208 | 18,66 | 1 343 | 21,45 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 19 657 | 46,07 | 547 | 49,45 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 39 043 | 1 087 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 2 175 364 | 17,72 | 61 | 20,00 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 8 737 | 243 | ||||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 741 202 | 0,50 | 20 642 | 2,87 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 888 910 | 2,22 | 24 756 | 4,63 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2 224 | 63,77 | 62 | 69,44 | ||||
| 2026-05-12 | 13F | Channel Wealth Llc | 15 062 | 0,02 | 419 | 2,44 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 29 749 | 1,01 | 1 | |||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 29 031 | 3,50 | 809 | 5,90 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 308 870 | 15,23 | 8 602 | 17,95 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 19 602 | 0,05 | 546 | 2,25 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 22 961 | 4 232,26 | 639 | 4 464,29 | ||||
| 2026-04-10 | 13F | Novem Group | 223 227 | 32,12 | 6 217 | 35,22 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 28 407 | 3,72 | 791 | 6,17 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 19 102 | 45,35 | 532 | 49,02 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 21 231 | 2,04 | 591 | 4,42 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 37 967 | 1,34 | 1 057 | 3,73 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 21 374 | 1,04 | 595 | 3,48 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 1 138 243 | 2,52 | 31 700 | 4,93 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 180 450 | 10,90 | 5 026 | 13,51 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 20 441 | 11,83 | 569 | 14,49 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 13 457 | 2,91 | 375 | 5,35 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 927 402 | 4,55 | 27 386 | 10,65 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 6 622 443 | 28,49 | 184 435 | 31,51 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 18 410 | 0,77 | 513 | 3,02 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 35 801 | 42,71 | 997 | 40,62 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 111 013 | 1,87 | 3 098 | 4,49 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 381 483 | 10 624 | ||||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 1 608 | 0 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 870 | 24 | ||||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 207 036 | 2,38 | 5 766 | 4,78 | ||||
| 2026-04-28 | 13F | Strata Wealth Advisors, LLC | 594 200 | 7,25 | 16 548 | 9,77 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 140 123 | 32,77 | 3 902 | 35,91 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 1 421 | 0,35 | 40 | 2,63 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 372 | 10 | ||||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 6 932 | 201 | ||||||
| 2026-05-15 | 13F | Aufman Associates Inc | 678 694 | 18,11 | 18 902 | 20,89 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 4 671 904 | 0,11 | 130 113 | 2,47 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 11 325 | 4,45 | 315 | 6,78 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 1 316 | 161,11 | 37 | 176,92 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 19 327 | 538 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 9 989 | 0,02 | 278 | 2,58 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 28 906 | 805 | ||||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 481 843 | 7,88 | 13 | 8,33 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 15 191 | 25,89 | 423 | 28,96 | ||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 9 287 | 0,23 | 259 | 2,38 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 24 449 | 122,22 | 681 | 127,42 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 7 903 | 220 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 157 807 | 37,49 | 4 398 | 40,83 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 7 285 | 203 | ||||||
| 2026-05-08 | 13F | Urban Financial Advisory Corp | 1 078 214 | 35,77 | 30 028 | 38,97 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 544 387 | 22,05 | 15 161 | 24,93 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 316 570 | 5,37 | 8 816 | 7,85 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 81 804 | 1,22 | 2 278 | 3,64 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 12 071 | 336 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 10 839 | 5,20 | 302 | 7,50 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1 725 | 442,45 | 0 | |||||
| 2026-05-13 | 13F | Franklin Resources Inc | 15 199 | 4,14 | 423 | 6,55 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 84 475 | 5,19 | 2 299 | 8,81 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 217 446 | 3,54 | 6 056 | 5,97 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 585 044 | 20,57 | 16 293 | 23,41 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 548 912 | 42,19 | 15 287 | 45,54 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 100 547 | 0,10 | 2 800 | 2,45 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 1 842 | 50 | ||||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 84 288 | 7,52 | 2 347 | 10,03 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 3 393 | 9,59 | 94 | 11,90 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 20 039 | 1 209,74 | 558 | 1 260,98 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 14 212 | 0,16 | 396 | 2,33 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 83 755 | 5,82 | 2 123 | 6,26 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 48 046 | 6,60 | 1 338 | 9,14 | ||||
| 2026-05-08 | 13F | Equity Wealth Partners, LLC | 454 730 | 13,26 | 12 664 | 15,93 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 18 470 | 47,68 | 1 | |||||
| 2026-04-20 | 13F | White Pine Investment CO | 605 014 | 2,60 | 17 | 0,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 351 073 | 2,43 | 9 777 | 4,84 | ||||
| 2026-04-24 | 13F | Legend Financial Advisors, Inc. | 382 602 | 0,05 | 10 655 | 2,41 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 7 377 | 223 | ||||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 1 127 401 | 31 398 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 448 705 | 18,11 | 12 286 | 18,84 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 1 318 | 0,38 | 37 | 2,86 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 159 284 | 36,30 | 4 436 | 39,54 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 67 871 | 0,41 | 1 890 | 2,77 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 24 940 | 41,01 | 695 | 44,28 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 9 188 | 19,22 | 256 | 22,01 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 11 904 | 9,49 | 332 | 12,20 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 39 450 | 11,97 | 1 099 | 14,61 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 3 684 | 103 | ||||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 2 996 | 0,44 | 83 | 2,47 | ||||
| 2026-05-11 | 13F | Stillwater Wealth Management Group | 156 852 | 58,48 | 4 368 | 62,26 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 32 187 | 896 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 516 215 | 13,28 | 14 377 | 15,94 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 71 017 | 138,37 | 1 978 | 144,07 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 28 436 | 199,96 | 1 | |||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 780 | 22 | ||||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 46 642 | 1 299 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 89 157 | 0,82 | 2 483 | 6,80 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 97 047 | 2 703 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 10 690 | 0,44 | 298 | 2,77 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 44 479 | 157,03 | 1 239 | 163,40 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 25 364 | 1,57 | 706 | 3,98 | ||||
| 2026-04-16 | 13F | VVR Holdings LLC | 643 199 | 1,39 | 17 913 | 3,78 | ||||
| 2026-04-28 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 20 908 | 20,97 | 582 | 23,83 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 166 819 | 27,39 | 4 646 | 30,37 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1 011 | 28 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 11 235 | 1,76 | 313 | 4,00 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 8 480 | 0,04 | 236 | 2,61 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 688 232 | 4,73 | 19 167 | 7,19 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 16 667 | 464 | ||||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 704 | 20 | ||||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 1 500 003 | 1,40 | 41 775 | 3,78 | ||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 74 801 | 0,01 | 2 083 | 2,36 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 10 747 | 526 | ||||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 5 311 | 148 | ||||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 17 576 | 19,39 | 489 | 22,25 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 144 819 | 2,57 | 4 033 | 5,00 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 8 960 | 0,01 | 250 | 2,47 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 19 445 | 16,11 | 542 | 18,90 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 75 944 | 117,69 | 2 115 | 122,87 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 13 946 | 7,19 | 388 | 9,60 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 38 786 | 84,46 | 1 080 | 88,81 | ||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 370 631 | 4,74 | 10 322 | 7,21 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 238 448 | 3,56 | 6 641 | 6,00 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 13 617 | 4,82 | 379 | 7,37 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1 696 212 | 8,56 | 51 209 | 15,89 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 43 391 | 160,17 | 1 208 | 166,67 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 3 107 | 155 250,00 | 87 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 5 436 335 | 4,10 | 151 402 | 6,55 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 11 546 | 322 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 11 782 | 328 | ||||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 15 675 | 437 | ||||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 39 695 | 8,08 | 1 106 | 10,61 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 43 406 | 0,01 | 1 245 | 3,75 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 9 286 | 259 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 8 557 | 238 | ||||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 293 128 | 3,07 | 8 146 | 5,26 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 1 465 255 | 7,11 | 40 807 | 9,63 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 127 177 | 1 073,33 | 3 542 | 1 104,42 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 5 825 215 | 13,08 | 162 232 | 15,74 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 19 175 | 5,85 | 534 | 8,54 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 15 666 | 1,38 | 436 | 3,81 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 170 866 | 7,84 | 4 649 | 11,57 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 30 352 | 170,30 | 845 | 177,05 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 753 | 21 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 20 250 | 564 | ||||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 53 740 | 0,40 | 1 497 | 2,75 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 14 645 | 84,70 | 408 | 89,30 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 3 497 | 95 | ||||||
| 2026-05-12 | 13F | Jeter Robert S II | 8 604 | 261 | ||||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2 093 | 0,43 | 58 | 3,57 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 497 884 | 47,68 | 13 866 | 51,16 | ||||
| 2026-05-15 | 13F | Gross & Hartman Investments LLC | 301 018 | 6,90 | 8 383 | 9,42 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 60 409 | 0,43 | 1 686 | 3,06 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 415 305 | 17,86 | 11 566 | 20,64 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 18 121 | 3,83 | 505 | 6,33 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 68 413 | 2,08 | 1 905 | 4,50 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 159 235 | 3,56 | 4 435 | 6,00 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 121 403 | 15,25 | 3 381 | 17,97 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 361 | 10 | ||||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 5 988 | 167 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 649 070 | 22,56 | 18 077 | 25,44 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 13 571 | 0,19 | 378 | 2,45 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 65 555 | 0,10 | 1 826 | 2,47 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 151 966 | 6,71 | 4 232 | 9,24 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 382 404 | 26,18 | 10 650 | 29,14 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 49 343 | 7,85 | 1 374 | 10,45 | ||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 191 609 | 59,49 | 5 336 | 63,23 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 7 392 | 0,01 | 206 | 1,99 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 131 337 | 0,94 | 3 658 | 3,31 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 16 848 | 1,18 | 469 | 3,53 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 15 772 | 16,21 | 439 | 18,97 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 365 247 | 7,45 | 10 172 | 9,98 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 72 | 2 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 25 994 | 9,90 | 724 | 12,44 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 2 073 839 | 57 756 | ||||||
| 2026-05-12 | 13F | Hrc Wealth Management, Llc | 32 132 | 0,56 | 895 | 2,88 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 603 952 | 2,55 | 16 820 | 4,96 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 672 060 | 59,59 | 18 717 | 63,34 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 198 002 | 15,44 | 5 514 | 18,17 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 11 847 | 0,41 | 330 | 2,49 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 191 643 | 21,29 | 5 337 | 24,15 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 7 941 | 102,06 | 221 | 108,49 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 15 371 | 77,86 | 428 | 82,13 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 8 334 | 232 | ||||||
| 2026-05-15 | 13F | Destination Wealth Management | 21 872 | 12,79 | 609 | 15,56 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 12 454 472 | 50,20 | 346 857 | 53,74 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 24 777 | 5,94 | 690 | 8,49 | ||||
| 2026-05-12 | 13F | Kuhn & Co Investment Counsel | 45 507 | 8,69 | 1 267 | 11,24 | ||||
| 2026-04-27 | 13F | Burford Brothers, Inc. | 14 574 | 0,39 | 406 | 2,53 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 27 659 | 0,81 | 770 | 3,22 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 331 660 | 0,32 | 9 237 | 2,68 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 14 192 | 395 | ||||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 555 | 15 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 31 342 | 0,37 | 873 | 2,71 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 52 552 | 0,01 | 1 464 | 2,38 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 375 907 | 2,44 | 10 469 | 4,85 | ||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 105 806 | 4,45 | 2 947 | 6,89 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 9 624 | 13,76 | 268 | 16,52 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 12 650 | 16,40 | 352 | 19,32 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 26 350 | 9,56 | 734 | 12,08 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 120 471 | 1,64 | 3 355 | 111 733,33 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 89 522 | 2 493 | ||||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 959 | 26 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 26 102 | 10,94 | 727 | 13,44 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 41 338 | 65,29 | 1 151 | 69,26 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 268 | 7 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 1 105 098 | 20,52 | 30 777 | 23,36 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 24 442 | 0,11 | 1 | |||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 28 919 | 161,85 | 805 | 168,33 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 7 369 | 0,40 | 205 | 3,02 | ||||
| 2026-05-15 | 13F | MSA Advisors, LLC | 20 952 | 584 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 10 924 | 304 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 392 060 | 3,12 | 10 919 | 5,55 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 586 | 0,17 | 16 | 6,67 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 2 683 602 | 1,30 | 74 738 | 3,69 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 1 500 | 42 | ||||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 675 288 | 0,50 | 18 807 | 2,86 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 776 713 | 1,04 | 21 631 | 3,41 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 50 175 | 1,45 | 1 397 | 3,87 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 9 606 | 8,08 | 261 | 12,02 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 166 819 | 27,39 | 4 646 | 30,37 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 5 438 | 1,08 | 151 | 3,42 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 419 422 622 | 1,45 | 11 680 920 | 3,83 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 288 | 8 | ||||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 17 498 | 10,54 | 487 | 13,26 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 4 208 | 0,62 | 117 | 3,54 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 13 904 | 387 | ||||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 48 309 | 2,72 | 1 345 | 5,16 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 119 602 | 0,01 | 3 331 | 2,34 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 429 428 | 5,02 | 11 960 | 7,50 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 35 210 | 291,48 | 981 | 301,64 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 109 100 | 3 038 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 2 912 | 0,28 | 81 | 2,53 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 954 774 | 22,47 | 26 590 | 25,35 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 10 173 | 15,41 | 283 | 18,41 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 359 192 | 2,59 | 10 003 | 5,01 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 9 360 | 278 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 21 715 | 3,30 | 605 | 5,59 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 17 738 | 32,48 | 494 | 30,69 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 152 815 | 18,62 | 4 256 | 21,40 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 89 | 2 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 705 882 | 14,56 | 19 659 | 17,25 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 422 | 0,48 | 12 | 0,00 | ||||
| 2026-05-07 | 13F | Next Capital Management LLC | 128 008 | 6,46 | 3 565 | 8,99 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 1 914 777 | 4,97 | 53 327 | 7,44 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 409 100 | 0,00 | 11 393 | 2,35 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 32 285 | 36,97 | 878 | -39,82 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 7 301 | 203 | ||||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 3 987 | 111 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 87 404 | 120,16 | 2 434 | 125,37 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 394 397 | 17,37 | 10 984 | 20,12 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 26 725 | 0,37 | 744 | 2,76 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 35 995 | 182,31 | 1 002 | 189,60 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 61 975 | 39,53 | 1 726 | 42,80 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 8 720 | 0 | ||||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 3 375 | 94 | ||||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 7 727 | 0,19 | 215 | 2,87 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 742 041 | 3,70 | 20 666 | 6,14 | ||||
| 2026-04-27 | 13F | Directional Asset Management | 56 296 | 0,40 | 1 568 | 2,75 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 37 643 | 1 048 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 150 800 | 0,57 | 4 103 | 0,59 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 961 046 | 3,72 | 26 765 | 6,16 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 23 542 | 10,24 | 656 | 12,74 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 21 753 | 2,90 | 606 | 5,22 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 40 300 | 49,84 | 1 122 | 53,49 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 127 507 | 5,42 | 3 551 | 7,90 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 3 369 | 102 | ||||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 236 154 | 2,92 | 6 577 | 5,33 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 14 858 | 0,36 | 414 | 2,74 | ||||
| 2026-05-07 | 13F | First National Trust Co | 20 860 | 581 | ||||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 7 826 | 0,36 | 218 | 2,36 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 17 403 | 0,03 | 485 | 2,33 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 273 605 | 11,53 | 7 620 | 14,14 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 57 862 | 1,31 | 1 611 | 3,67 | ||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 228 266 | 0,16 | 6 357 | 2,52 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 13 916 | 84,34 | 388 | 88,78 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 602 | 0,33 | 17 | 0,00 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 701 | 20 | ||||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 346 925 | 4,11 | 9 662 | 6,56 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 1 278 | 36 | ||||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 22 411 | 14,21 | 624 | 17,07 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 24 691 | 4,61 | 688 | 7,01 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 7 924 | 0,41 | 221 | 2,80 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 377 494 | 4,77 | 11 | 11,11 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 12 861 | 358 | ||||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 1 092 | 30 | ||||||
| 2026-05-01 | 13F | Platt Wealth Management LLC | 36 443 | 10,50 | 1 | |||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 734 136 | 4,05 | 20 446 | 6,50 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 327 868 | 4,49 | 9 131 | 6,96 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 2 371 188 | 0,63 | 66 038 | 2,99 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 10 225 | 9,29 | 285 | 11,81 | ||||
| 2026-05-04 | 13F | Wealth Forward, LLC | 561 949 | 2,46 | 15 650 | 4,86 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 65 072 | 10,13 | 1 812 | 12,76 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 13 482 | 1,64 | 375 | 4,17 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 12 412 | 1,95 | 346 | 4,23 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 53 703 | 153,94 | 1 496 | 160,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 2 629 717 | 4,00 | 73 238 | 6,44 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 6 979 | 103,35 | 190 | 133,33 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 30 650 | 1,31 | 854 | 3,65 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 1 006 825 | 23,98 | 28 040 | 26,90 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 14 600 | 0,23 | 407 | 2,53 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 22 545 | 0,23 | 628 | 2,45 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 8 640 | 0,41 | 241 | 2,56 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 14 288 | 398 | ||||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 494 636 | 7,82 | 13 776 | 10,35 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 149 389 | 27,14 | 4 065 | 31,52 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 2 494 669 | 1,33 | 69 477 | 3,72 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 60 896 | 17,28 | 1 696 | 20,04 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 14 161 | 0,32 | 394 | 2,60 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 3 218 779 | 3,51 | 89 643 | 5,94 | ||||
| 2026-04-09 | 13F | Yanni & Associates Investment Advisors, LLC | 171 751 | 2,18 | 4 783 | 4,59 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 25 449 | 169,53 | 709 | 176,56 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 645 | 19 | ||||||
| 2026-05-12 | 13F | Safe Harbor Family Capital, LLC | 145 345 | 15,22 | 4 048 | 17,92 |
