Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF, to m.in Spartan Planning & Wealth Management, Addison Capital Co, Baer Investment Advisory LLC, Tiaa-cref Individual & Institutional Services, Llc, Brookwood Investment Group LLC, EP Wealth Advisors, Inc., Harborfront Financial Group LLC, EdgeRock Capital LLC, PCM Encore, LLC, Brookfield Asset Management Inc., Bayban, Ashton Thomas Securities, Llc, Anfield Capital Management, LLC, Sound Income Strategies, LLC, GHP Investment Advisors, Inc., Aventura Private Wealth, LLC, Mosley Wealth Management, Evermay Wealth Management Llc, Silver Grove Financial Group, Inc., i Vanguard Advisers 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.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 74 350 | 5,24 | 7 449 | 5,51 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 5 887 | 25,50 | 590 | 25,85 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 2 292 | 214 | ||||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 18 587 | 12,74 | 1 862 | 13,05 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1 204 250 | 7,62 | 120 654 | 7,89 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 162 293 | 42,56 | 15 926 | 39,99 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 958 193 | 1,63 | 95 762 | 1,60 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 5 318 | 533 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 6 228 | 58,07 | 624 | 57,72 | ||||
| 2026-05-14 | 13F | Synergy Financial Group, LTD | 5 938 | 35,82 | 595 | 36,24 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 15 150 | 1 577,74 | 1 514 | 1 582,22 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 182 | 15,92 | 18 | 20,00 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2 697 | 8,57 | 270 | 8,87 | ||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 64 847 | 22,11 | 6 497 | 22,42 | ||||
| 2026-05-12 | 13F | Creative Planning | 3 791 | 380 | ||||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 18 | 2 | ||||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 31 321 | 143,93 | 3 138 | 144,58 | ||||
| 2026-04-07 | 13F | Stonekeep Investments, LLC | 2 266 | 227 | ||||||
| 2026-04-24 | 13F | Cane Capital Partners, LLC | 2 300 | 12,20 | 230 | 12,75 | ||||
| 2026-05-12 | 13F | Resolute Capital, Llc | 183 500 | 0,45 | 18 385 | 0,70 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 1 462 | 146 | ||||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 3 163 | 317 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 515 609 | 68,96 | 51 760 | 69,80 | ||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 34 136 | 193,01 | 3 417 | 193,56 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 113 491 | 8,11 | 11 342 | 7,92 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 16 266 | 62,11 | 1 630 | 62,57 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 8 304 | 21,03 | 832 | 21,31 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 457 | 46 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 255 434 | 30,62 | 25 572 | 30,58 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 54 992 | 31,40 | 5 510 | 31,29 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 5 173 | 138,06 | 518 | 138,71 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 33 293 | 17,32 | 3 336 | 17,60 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4 442 | 23,80 | 445 | 23,96 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 157 901 | 15,55 | 15 820 | 15,44 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 2 119 | 45,84 | 212 | 46,21 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 158 | 58,00 | 16 | 50,00 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 325 | 33 | ||||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 19 096 | 0,08 | 1 913 | 0,37 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 22 113 | 21,74 | 2 216 | 22,04 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 4 100 | 144,63 | 411 | 145,51 | ||||
| 2026-04-24 | 13F | Bayban | 754 | 76 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 7 219 | 27,88 | 723 | 28,19 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 34 | 3 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 91 429 | 11,76 | 9 160 | 12,05 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 375 153 | 55,67 | 37 587 | 56,06 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 3 003 | 301 | ||||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 4 825 | 370,73 | 483 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 46 316 | 12,09 | 4 629 | 11,76 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 1 195 | 171,59 | 120 | 176,74 | ||||
| 2026-05-14 | 13F | Betterment LLC | 6 099 166 | 4,04 | 611 | 4,44 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 63 978 | 197,42 | 6 410 | 198,23 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 231 921 | 20,25 | 23 236 | 20,56 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 3 225 | 323 | ||||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 2 232 002 | 33,88 | 223 624 | 34,21 | ||||
| 2026-04-30 | 13F | ACR Alpine Capital Research, LLC | 11 133 728 | 37,19 | 1 115 488 | 37,53 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 384 220 | 0,16 | 38 399 | 100 947,37 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 8 438 | 60,30 | 845 | 60,65 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 133 676 | 25,74 | 13 393 | 26,06 | ||||
| 2026-05-13 | 13F | Syon Capital Llc | 44 458 | 4,01 | 4 454 | 4,28 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 53 098 | 20,30 | 5 310 | 20,30 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 3 258 | 1,75 | 326 | 2,19 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 | 0 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 360 083 | 61,80 | 36 077 | 62,20 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2 271 | 14,93 | 228 | 15,23 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 6 000 | 601 | ||||||
| 2026-05-14 | 13F | Acorns Advisers, LLC | 536 466 | 4,90 | 54 | 3,92 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 119 526 | 1,74 | 11 975 | 1,99 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 23 601 | 10,94 | 2 365 | 11,19 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 82 472 | 2,69 | 8 242 | 2,70 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 2 699 | 33,81 | 270 | 34,33 | ||||
| 2026-04-15 | 13F | Blue Square Asset Management, Llc | 147 926 | 60,53 | 14 821 | 60,93 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 4 221 | 22,99 | 423 | 23,39 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 39 915 | 1,31 | 3 999 | 1,57 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 9 818 | 984 | ||||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 890 986 | 508,54 | 89 259 | 508,11 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 65 | 8,33 | 6 | 20,00 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 2 584 | 4,19 | 259 | 4,45 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 2 | 0 | ||||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 7 389 | 740 | ||||||
| 2026-05-12 | 13F | PCM Encore, LLC | 2 003 | 201 | ||||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 5 893 | 590 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 34 071 | 7,74 | 3 414 | 8,01 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 81 069 | 810 590,00 | 8 122 | |||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 3 448 | 3,33 | 346 | 3,60 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 8 861 | 115,07 | 888 | 115,82 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 36 | 4 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 71 923 | 80,66 | 7 206 | 81,15 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 61 122 | 660,22 | 6 124 | 662,52 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 17 376 | 49,29 | 1 741 | 49,61 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 20 882 | 28,93 | 2 092 | 29,30 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 327 | 0,93 | 33 | 0,00 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 30 288 | 5,34 | 3 | 50,00 | ||||
| 2026-04-27 | 13F | Capital Financial Group Inc\co\ /adv | 40 020 | 5,36 | 4 010 | 5,61 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 174 028 | 8,96 | 17 436 | 9,23 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 2 150 | 215 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 2 900 | 7,41 | 291 | 7,81 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 8 020 | 1,54 | 804 | 1,77 | ||||
| 2026-05-06 | 13F | Finhabits Advisors LLC | 72 308 | 5,05 | 7 245 | 5,32 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 14 958 | 166,16 | 1 499 | 167,02 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 18 621 | 439,58 | 1 866 | 442,15 | ||||
| 2026-05-15 | 13F | Brookfield Asset Management Inc. | 1 390 | 139 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 160 958 | 10,53 | 16 129 | 10,81 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 136 966 | 12,75 | 13 723 | 13,03 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 2 170 | 217 | ||||||
| 2026-02-13 | 13F | Harborfront Financial Group LLC | 2 662 | 266 | ||||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 8 418 | 17,77 | 843 | 18,07 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 72 702 | 17,77 | 7 284 | 18,07 | ||||
| 2026-05-15 | 13F | Copley Financial Group, Inc. | 17 048 | 59,91 | 1 708 | 60,38 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 278 409 | 29,49 | 27 894 | 29,81 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 110 539 | 208,66 | 11 074 | 209,39 | ||||
| 2026-05-14 | 13F | Hara Capital LLC | 25 808 | 1,65 | 2 586 | 1,57 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 512 | 51 | ||||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 643 921 | 1,73 | 64 514 | 1,98 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 51 120 | 20,97 | 5 122 | 21,26 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 48 730 | 290,59 | 4 882 | 291,81 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 15 288 | 1 532 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 844 300 | 6,80 | 184 780 | 7,06 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 1 | 0 | ||||||
| 2026-04-16 | 13F | Spartan Planning & Wealth Management | 74 051 | 7 419 | ||||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 175 067 | 295,90 | 17 540 | 296,90 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 38 724 | 3 880 | ||||||
| 2026-05-07 | 13F | Cannon Capital Management, Inc. | 143 322 | 26,98 | 14 359 | 27,30 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 2 145 | 215 | ||||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 178 311 | 730,78 | 17 865 | 732,82 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 17 | 2 | 0,00 | |||||
| 2026-05-07 | 13F | Warberg Asset Management LLC | 4 000 | 401 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 129 | 5,74 | 13 | 0,00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 765 | 57,41 | 77 | 58,33 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2 056 056 | 1,84 | 205 996 | 2,09 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 3 852 | 386 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 10 446 | 26,77 | 1 047 | 27,10 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 24 666 | 15,94 | 2 471 | 15,85 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 28 958 | 231,40 | 2 901 | 232,30 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 2 430 | 243 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 114 | 11 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 9 454 | 43,11 | 947 | 43,48 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 508 987 | 50 995 | ||||||
| 2026-05-14 | 13F | Retirement Capital Strategies | 71 602 | 12,39 | 7 174 | 12,68 | ||||
| 2026-04-21 | 13F | Fulcrum Wealth Advisors, Llc | 2 239 | 5,07 | 224 | 5,66 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 6 725 | 16,85 | 673 | 17,04 | ||||
| 2026-05-01 | 13F | Tevis Investment Management | 208 435 | 205,59 | 20 883 | 205,49 | ||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 3 476 | 13,19 | 348 | 13,73 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4 313 | 1 037,99 | 432 | 1 067,57 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 8 045 | 12,99 | 806 | 13,36 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 4 073 | 4,52 | 408 | 4,88 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 343 187 | 1,51 | 134 573 | 1,77 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 398 226 | 10,92 | 39 898 | 11,20 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 27 | 3 | ||||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 11 554 | 0,89 | 1 158 | 1,14 | ||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 38 690 | 43,96 | 3 876 | 44,36 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 5 287 | 4,20 | 530 | 4,34 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 2 000 | 200 | ||||||
| 2026-04-29 | 13F | Addison Capital Co | 45 887 | 4 597 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 10 | 1 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 2 301 | 231 | ||||||
| 2026-04-03 | 13F | Investors Research Corp | 1 846 | 3,07 | 185 | 3,37 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 24 849 | 11,54 | 2 490 | 11,81 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 8 004 | 172,24 | 800 | 171,77 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 40 | 4 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 882 223 | 2,27 | 88 379 | 2,51 | ||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 15 764 | 11,69 | 1 579 | 11,99 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 8 103 | 0,05 | 812 | 0,25 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 51 494 | 12,13 | 5 159 | 12,42 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 2 562 | 257 | ||||||
| 2026-05-15 | 13F | Hamilton Capital, LLC | 13 213 | 23,39 | 1 324 | 23,64 | ||||
| 2026-04-28 | 13F | Q3 Asset Management | 50 862 | 5 | ||||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 15 288 | 2,87 | 1 532 | 3,10 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 28 205 | 0,06 | 2 826 | 0,28 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 11 233 | 0,47 | 1 124 | 0,63 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 10 751 | 17,16 | 1 077 | 17,45 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 218 938 | 5,97 | 21 935 | 6,24 | ||||
| 2026-04-30 | 13F | Cohalo Advisory LLC | 1 828 | 7,34 | 183 | 7,65 | ||||
| 2026-05-07 | 13F | Titan Global Capital Management Usa Llc | 18 600 | 58,72 | 1 863 | 59,09 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 3 818 | 383 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 1 089 | 408,88 | 109 | 419,05 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 70 243 | 11,01 | 7 038 | 11,29 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 28 619 | 149,45 | 2 867 | 149,74 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 8 | 1 | ||||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 162 680 | 42,08 | 16 299 | 42,43 | ||||
| 2026-05-14 | 13F | St. James Investment Company, LLC | 1 653 867 | 268,85 | 165 701 | 269,78 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 14 680 | 49,72 | 1 471 | 50,15 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 69 000 | 6 913 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 13 548 | 419,88 | 1 357 | 421,92 | ||||
| 2026-04-10 | 13F | Salvus Wealth Management, LLC | 52 374 | 257,11 | 5 247 | 258,16 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 2 432 | 244 | ||||||
| 2026-04-13 | 13F | Bourgeon Capital Management Llc | 16 686 | 42,59 | 1 672 | 42,94 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 45 637 | 4,62 | 4 572 | 4,53 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 5 099 | 95,29 | 511 | 96,15 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 645 | 0,94 | 65 | 1,59 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 8 690 | 42,34 | 869 | 42,06 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 6 671 | 4,51 | 668 | 4,87 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 7 515 | 41,10 | 753 | 41,35 | ||||
| 2026-04-22 | 13F | Vicus Capital | 26 260 | 5,11 | 2 631 | 5,37 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 8 235 | 12,32 | 825 | 12,70 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 3 427 | 29,17 | 343 | 29,43 | ||||
| 2026-04-24 | 13F | United Community Bank | 12 440 | 1 246 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 8 505 | 0,89 | 852 | 1,19 | ||||
| 2026-04-17 | 13F | Values First Advisors, Inc. | 2 480 | 0,81 | 249 | 1,22 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 19 858 | 13,36 | 1 989 | 13,66 | ||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 26 409 | 116,08 | 2 646 | 116,63 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 11 014 | 77,24 | 1 103 | 77,90 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 19 588 | 0,90 | 1 963 | 1,13 | ||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 6 267 | 99,90 | 628 | 100,32 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 38 506 | 2,78 | 3 858 | 3,02 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 38 925 | 15,19 | 3 900 | 15,46 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 5 293 | 530 | ||||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 118 585 | 168,26 | 11 881 | 168,98 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2 767 044 | 108,13 | 277 230 | 108,65 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 162 950 | 5,86 | 16 326 | 6,12 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 6 751 | 676 | ||||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 550 | 55 | ||||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 475 | 48 | ||||||
| 2026-05-12 | 13F | One Capital Management, LLC | 96 350 | 6,43 | 9 653 | 6,70 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 17 423 | 11,97 | 1 746 | 12,22 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 42 947 | 14,59 | 4 303 | 14,87 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2 552 193 | 17,35 | 255 704 | 17,65 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 18 434 | 21,61 | 1 847 | 21,93 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 17 656 | 4,36 | 1 769 | 4,67 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 20 125 | 9,24 | 2 016 | 9,51 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 45 899 | 334,32 | 4 599 | 334,59 |
