Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF, to m.in AssuredPartners Investment Advisors, LLC, Cerity Partners LLC, Hills Bank & Trust Co, Beaumont Financial Advisors, LLC, Diversify Wealth Management, Llc, Cove Private Wealth, LLC, Aprio Wealth Management, LLC, Arkadios Wealth Advisors, Walser Wealth Management Company, A Ltd Liability Co, Spartan Wealth Advisory Services LLC, Livet Wealth, LLC, Curbstone Financial Management Corp, Warren Averett Asset Management, LLC, Beacon Financial Planning, Inc, Farnam Financial LLC, Fortune Financial Group, Inc., Summit Trail Advisors, Llc, Meridian Wealth Management, LLC, Csenge Advisory Group, i Seeds Investor Llc .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Focused Alpha, Llc | 34 120 | 1,39 | 827 | 1,22 | ||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 990 460 | 3,23 | 24 009 | 3,06 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 313 639 | 17,10 | 7 603 | 16,90 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 34 170 | 240,24 | 828 | 240,74 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 564 | -33,06 | ||||||
| 2026-05-07 | 13F | Winthrop Partners - Wny, Llc | 245 120 | 2,18 | 5 942 | 2,01 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 612 998 | 1,87 | 14 859 | 1,70 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 564 254 | 7,38 | 13 700 | 7,11 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 58 483 | 0,65 | 1 418 | 0,50 | ||||
| 2026-05-13 | 13F | Godshalk Welsh Capital Management, Inc. | 125 335 | 12,28 | 3 038 | 12,10 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 186 057 | 1,59 | 4 510 | 1,44 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 9 059 | 0,04 | 220 | 0,00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 102 620 | 26,77 | 2 488 | 26,56 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 14 360 | 12,01 | 348 | 11,90 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 48 942 | 0,32 | 1 186 | 0,17 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 46 618 | 13,81 | 1 130 | 13,68 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 144 099 | 15,58 | 3 481 | 14,92 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 8 500 | 206 | ||||||
| 2026-05-01 | 13F | Rossmore Private Capital | 110 108 | 7,20 | 2 669 | 7,06 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 9 571 | 232 | ||||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 857 584 | 6,73 | 20 788 | 6,56 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 330 998 | 57,05 | 8 023 | 56,79 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 61 475 | 2,06 | 1 490 | 1,92 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 7 460 | 3,01 | 181 | 2,86 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 33 124 | 41,29 | 803 | 40,95 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 75 147 | 0,47 | 1 822 | 0,33 | ||||
| 2026-04-06 | 13F | CX Institutional | 575 | 0,70 | 0 | |||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 9 056 | 4,72 | 220 | 4,78 | ||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 338 044 | 3,15 | 8 194 | 2,99 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 4 716 | 114 | ||||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 25 823 | 3,00 | 626 | 2,80 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 47 931 | 1 161 | ||||||
| 2026-05-11 | 13F | Cornerstone Planning, LLC | 398 278 | 11,07 | 9 673 | 10,99 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 32 275 | 2,22 | 782 | 2,09 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 216 807 | 1,39 | 5 255 | 1,23 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 269 497 | 33,60 | 6 533 | 33,39 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 52 695 | 2,27 | 1 277 | 2,16 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 20 472 | 496 | -1,78 | |||||
| 2026-05-14 | 13F | Tableaux Llc | 30 306 | 51,27 | 735 | 51,03 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 51 437 | 1 247 | ||||||
| 2026-05-13 | 13F | Black Cypress Capital Management, LLC | 5 800 | 75,76 | 141 | 75,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 272 482 | 0,30 | 6 605 | 0,14 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 29 322 | 23,61 | 711 | 23,48 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 16 306 | 0,01 | 395 | 0,00 | ||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 85 133 | 40,38 | 2 064 | 40,15 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 113 786 | 614,78 | 2 758 | 614,51 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 61 533 | 6,45 | 1 492 | 6,27 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 556 683 | 6,65 | 13 494 | 6,47 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 15 941 | 386 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 31 643 | 767 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 257 207 | 204,79 | 6 238 | 204,59 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 53 485 | 464,13 | 1 296 | 463,48 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 11 277 | 10,23 | 273 | 10,08 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 1 003 964 | 25,17 | 24 336 | 24,97 | ||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 148 278 | 1,28 | 3 594 | 1,13 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 71 499 | 1,12 | 1 733 | 0,99 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 859 | -31,14 | ||||||
| 2026-05-05 | 13F | Dudley Capital Management, Llc | 42 175 | 23,41 | 1 022 | 23,28 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 710 353 | 4,48 | 41 459 | 4,31 | ||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 105 135 | 2,29 | 3 | 0,00 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 28 946 | 6,69 | 702 | 6,53 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 2 838 | 69 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 246 380 | 42,52 | 6 | 25,00 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 33 489 | 22,25 | 812 | 21,95 | ||||
| 2026-05-14 | 13F | Peloton Wealth Strategists | 351 820 | 0,40 | 9 | 0,00 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 2 089 | 0,67 | 51 | 0,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3 437 609 | 5,83 | 83 328 | 5,65 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 2 310 | 548,88 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 14 646 | 0,50 | 355 | 0,57 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 265 210 | 0,35 | 6 429 | 0,19 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 88 262 | 2 132 | ||||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 250 308 | 27,26 | 6 067 | 27,06 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 12 800 | 310 | ||||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 170 074 | 11,69 | 4 123 | 11,50 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 398 322 | 3,22 | 9 655 | 3,05 | ||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 68 500 | 5,06 | 1 660 | 4,86 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 15 980 | 387 | ||||||
| 2026-05-13 | 13F | Crews Bank & Trust | 222 525 | 4,55 | 5 394 | 4,39 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 77 378 | 34,86 | 1 876 | 34,60 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 29 808 | 2,38 | 723 | 2,27 | ||||
| 2026-04-10 | 13F | Financial Advisory Corp | 15 178 | 0,70 | 368 | 0,55 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 201 097 | 30,68 | 4 875 | 30,46 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 34 137 | 32,79 | 827 | 32,53 | ||||
| 2026-01-29 | 13F | Comerica Bank | 48 253 | 16,97 | 1 172 | 16,63 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 29 655 | 719 | ||||||
| 2026-05-07 | 13F | Harbor Advisory Corp /ma/ | 83 433 | 9,44 | 2 022 | 9,30 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 483 816 | 10,62 | 11 728 | 10,43 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 15 632 | 0,74 | 379 | 0,53 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 8 285 | 47,63 | 201 | 47,06 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 63 106 | 12,84 | 1 530 | 12,68 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 8 907 | 216 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1 819 241 | 5,76 | 44 040 | 5,44 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 680 902 | 16,01 | 16 505 | 15,82 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 15 200 | 3,40 | 368 | 3,37 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 108 274 | 1,46 | 2 625 | 1,31 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 280 567 | 15,54 | 6 801 | 15,35 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 251 668 | 4,20 | 6 100 | 4,04 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 65 | 0,00 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 4 400 005 | 6,29 | 106 656 | 6,12 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 21 712 | 526 | ||||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 23 751 | 0,23 | 576 | 0,00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 22 769 | 1 521,72 | 552 | 1 520,59 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 118 459 | 3,78 | 2 871 | 3,61 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 56 945 | 0,01 | 1 380 | -0,14 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 4 553 | 80,46 | 110 | 80,33 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 13 663 | 11,24 | 331 | 11,07 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 1 295 766 | 1,45 | 31 409 | 1,29 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 10 488 | -2,06 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 159 136 | 5,95 | 3 857 | 5,79 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 55 515 | 3,16 | 1 346 | 2,99 | ||||
| 2026-04-14 | 13F | LifePlan Financial, LLC | 117 124 | 6,55 | 2 839 | 6,41 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 48 515 | 1 176 | ||||||
| 2026-04-13 | 13F | Mlp3, Llc | 215 | 0,00 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 15 138 | 24,24 | 367 | 24,07 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 192 727 | 6,54 | 4 672 | 6,35 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 893 964 | 10,59 | 21 670 | 10,40 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3 375 777 | 0,85 | 81 829 | 0,68 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 19 600 | 0,01 | 475 | 0,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 375 764 | 27,83 | 9 109 | 27,62 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 772 155 | 1,22 | 18 717 | 1,06 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 20 757 | 73,70 | 503 | 73,45 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 18 490 | 448 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 11 928 | 3,51 | 289 | 3,58 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 88 225 | 10,27 | 2 139 | 10,09 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 263 207 | 5,41 | 6 | 0,00 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 10 073 | 244 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 582 167 | 16,49 | 14 112 | 117 491,67 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 279 164 | 64,34 | 6 761 | 63,94 | ||||
| 2026-05-05 | 13F | UBS Group AG | 4 263 390 | 9,25 | 103 345 | 9,07 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 167 679 | 2,74 | 4 056 | 2,37 | ||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 110 707 | 1,49 | 2 684 | 1,32 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 10 150 | 19,41 | 246 | 19,42 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 15 528 | 13,49 | ||||||
| 2026-05-12 | 13F | Meiji Yasuda Life Insurance Co | 755 000 | 32,92 | 18 301 | 32,70 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1 455 970 | 6,99 | 35 293 | 6,81 | ||||
| 2026-05-07 | 13F | Hamel Associates, Inc. | 272 676 | 4,86 | 6 610 | 4,69 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 189 888 | 6,71 | 4 603 | 6,53 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 121 268 | 14,74 | 2 940 | 14,54 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 715 | 17 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 79 079 | 1 917 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 222 935 | 0,83 | 5 399 | 0,41 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 80 828 | 2,37 | 1 959 | 2,19 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 145 628 | 4,18 | 3 530 | 4,04 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 23 889 | -4,22 | ||||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 11 710 | 5,88 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 731 736 | 137,41 | 17 767 | 136,82 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 244 671 | 104,56 | 5 921 | 103,89 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 9 416 | 229 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 11 383 | 276 | ||||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 86 797 | 0,10 | 2 104 | -0,10 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 72 703 | 8,55 | 1 762 | 8,36 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 11 245 | 1,06 | 272 | 0,37 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 27 597 | 0,11 | 669 | -0,15 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 22 478 | 9,77 | 545 | 9,46 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 1 762 449 | 8,72 | 42 722 | 8,54 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 32 000 | 776 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 121 828 | 17,79 | 2 953 | 17,60 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 19 430 | 471 | -0,21 | |||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 1 551 | 1,51 | 38 | 0,00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 261 023 | 3,57 | 6 380 | 4,01 | ||||
| 2026-04-14 | 13F | Twin Cities Retirement Group LLC | 39 151 | 0,51 | 949 | 0,42 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 1 217 920 | 4,04 | 29 522 | 3,87 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 233 352 | 2,73 | 5 656 | 2,56 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 739 406 | 90,23 | 17 923 | 89,92 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 5 976 | -4,58 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 28 715 | 2,99 | 1 | |||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 67 945 | 44,23 | 1 647 | 44,01 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 701 448 | 4,81 | 17 003 | 4,65 | ||||
| 2026-04-24 | 13F | Balentine LLC | 47 020 | 0,62 | 1 140 | 0,44 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 323 661 | 136,00 | 7 846 | 135,66 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 83 371 | 296,99 | 2 | |||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 26 805 | 5,78 | 647 | 5,20 | ||||
| 2026-04-14 | 13F | Arnold Financial Planning LLC | 10 003 | 242 | ||||||
| 2026-03-12 | 13F | Farmers National Bank | 46 997 | 1,21 | 1 141 | 0,97 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 334 454 | 3,74 | 8 107 | 3,58 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 4 286 | 1,93 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 59 975 | 1 454 | ||||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 2 048 974 | 3,34 | 49 667 | 3,17 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 207 912 | 5,70 | 5 040 | 5,53 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 24 597 | 10,63 | 596 | 10,58 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 986 619 | 6,68 | 23 916 | 6,51 | ||||
| 2026-04-13 | 13F | Trust Co | 6 938 | 0,35 | 168 | 0,60 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 34 856 | 0,70 | 845 | 0,48 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 89 383 | 3,27 | 2 167 | 3,09 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 283 263 | 6,19 | 6 852 | 5,64 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 60 571 | 249,50 | 1 468 | 249,52 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 2 590 | 0,70 | 63 | 0,00 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 172 785 | 4,07 | 4 188 | 3,89 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 83 159 | 814,04 | 2 016 | 815,91 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 44 015 | 0,73 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 786 | 0,77 | 19 | 5,56 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 9 267 348 | 3,49 | 224 641 | 3,32 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 18 649 | 452 | ||||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 9 400 | 228 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 354 327 | 17,09 | 8 589 | 16,89 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 203 090 | 1,78 | 4 923 | 1,61 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 10 540 | 1,06 | 255 | 0,79 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 8 440 | 0,70 | 205 | 0,49 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 60 053 | 0,53 | 1 458 | 0,34 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 52 598 | 4,46 | 1 275 | 4,26 | ||||
| 2026-05-07 | 13F | First National Trust Co | 579 749 | 32,34 | 14 053 | 32,13 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 49 937 | 28,43 | 1 210 | 28,18 | ||||
| 2026-04-28 | 13F | McGuire Investment Group, LLC | 9 661 | 7,98 | 234 | 7,83 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 30 344 | 20,29 | 736 | 20,10 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 24 210 | 6,77 | 587 | 6,55 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 36 654 | 3,04 | 888 | 2,90 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 5 201 127 | 0,49 | 126 075 | 0,34 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 9 126 | 0,37 | 221 | 0,45 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 591 182 | 59,52 | 14 330 | 59,26 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 102 848 | 11,96 | 2 493 | 11,79 | ||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 307 305 | 1,87 | 7 449 | 1,71 | ||||
| 2026-04-17 | 13F | Michael S. Ryan, Inc. | 110 552 | 4,20 | 2 680 | 4,04 | ||||
| 2026-04-28 | 13F | Farnam Financial LLC | 14 390 | 349 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 837 | 0,84 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2 791 | 13,73 | 68 | 13,56 | ||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 1 620 | 39 | ||||||
| 2026-05-07 | 13F | Jefferson Bridge Capital, LLC | 60 133 | 2,78 | 1 458 | 2,61 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 112 741 | 30,21 | ||||||
| 2026-04-21 | 13F | Riverstone Advisors, LLC | 9 342 | 0,31 | 226 | 0,00 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 23 798 | 110,51 | 577 | 110,22 | ||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 11 996 | 0,37 | 291 | 0,00 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 147 070 | 2,45 | 3 552 | 1,92 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 15 382 | 373 | -6,30 | |||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 6 155 | 149 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 99 257 | 14,18 | 2 406 | 13,98 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 135 396 | 3,60 | 3 282 | 3,40 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 72 465 | 50,72 | 1 757 | 50,47 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 46 823 | 5,27 | 1 134 | 5,10 | ||||
| 2026-04-29 | 13F | Es4, Llc | 215 592 | 0,70 | 5 226 | 0,52 | ||||
| 2026-04-24 | 13F | United Community Bank | 12 580 | 305 | ||||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 49 557 | 1 201 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 54 274 | 37,19 | 1 316 | 36,98 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 21 896 | 4,22 | 531 | 3,92 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 242 321 | 35,34 | 5 862 | 34,83 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1 777 | 43 | ||||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 281 089 | 7,53 | 6 814 | 7,34 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 18 143 | 1,87 | 440 | 1,62 | ||||
| 2026-04-20 | 13F | One + One Wealth Management, Llc | 57 473 | 5,54 | 1 393 | 5,37 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 34 024 | 2,94 | 825 | 2,61 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 203 315 | 2,89 | 4 928 | 2,73 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 11 875 | 288 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 12 453 | 22,04 | 0 | |||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 375 457 | 6,27 | 9 101 | 6,10 | ||||
| 2026-05-04 | 13F | Foundation Wealth Management, LLC | 136 758 | 3 315 | 1,31 | |||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2 000 | 48 | ||||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 13 330 | 44,84 | 323 | 44,84 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 46 641 | 11,95 | 1 131 | 11,77 | ||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 27 128 | 179,53 | 657 | 179,57 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 5 266 | 2,63 | ||||||
| 2026-05-11 | 13F | American Money Management, LLC | 17 797 | 0,01 | 431 | -0,23 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 6 825 | 214,52 | 165 | 217,31 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 5 244 | 127 | ||||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 615 | -0,16 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 258 026 | 20,45 | 6 233 | 19,82 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 3 300 | 80 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 59 021 | 25,31 | 1 431 | 25,11 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 76 976 | 2,58 | 1 866 | 2,42 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 3 500 | 85 | ||||||
| 2026-05-01 | 13F | Associated Banc-corp | 108 359 | 1,64 | 2 627 | 1,47 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 236 946 | 0,46 | 5 744 | 0,30 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 666 245 | 4,56 | 16 150 | 4,38 | ||||
| 2026-05-15 | 13F | Reliant Wealth Planning | 56 564 | 0,81 | 1 371 | 0,66 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1 150 506 | 1,53 | 27 888 | 1,36 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 38 294 | 5,11 | 928 | 4,98 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 187 025 | 19,41 | 4 533 | 19,23 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 143 164 | 4,85 | 3 470 | 4,68 | ||||
| 2026-04-28 | 13F | Timber Creek Capital Management LLC | 38 940 | 0,04 | 944 | -0,21 | ||||
| 2026-04-20 | 13F | Threadgill Financial, Llc | 1 420 636 | 63,96 | 34 436 | 59,31 | ||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 88 107 | 3,34 | 2 136 | 3,14 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 5 850 | 39,29 | 142 | 39,60 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 466 908 | 7,43 | 11 318 | 7,25 | ||||
| 2026-02-11 | 13F | Commonwealth Retirement Investments LLC | 0 | 0 | ||||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 451 426 | 201,34 | 10 943 | 200,85 | ||||
| 2026-05-04 | 13F | Gratus Wealth Advisors, LLC | 1 465 127 | 4,50 | 35 515 | 4,33 | ||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 12 191 | 7,66 | 296 | 7,66 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 34 727 | 15,03 | 839 | 14,32 | ||||
| 2026-04-07 | 13F | InvesTrust | 347 814 | 1,13 | 8 431 | 0,97 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 13 404 | 325 | ||||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 1 933 008 | 4,95 | 46 856 | 4,78 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 16 185 | 392 | ||||||
| 2026-05-06 | 13F | Sentinus, LLC | 18 691 | 37,97 | 453 | 38,11 | ||||
| 2026-05-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 45 104 | 45,91 | 1 093 | 45,73 | ||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 233 185 | 83,74 | 5 652 | 0,71 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 31 214 | 757 | ||||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 9 103 | 221 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 787 989 | 7,90 | 19 101 | 7,72 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 171 240 | 28,08 | 4 151 | 27,85 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 614 150 | 16,31 | 14 887 | 16,12 | ||||
| 2026-04-10 | 13F | Novem Group | 520 477 | 26,67 | 12 616 | 26,46 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 5 318 | 129 | ||||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 259 209 | 6 283 | 6,28 | |||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 813 | 0,62 | 20 | 0,00 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 1 371 208 | 8,92 | 33 238 | 8,75 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 26 619 | 14,33 | 644 | 13,98 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 114 766 | 9,94 | 2 782 | 9,75 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 117 004 | 28,06 | 2 836 | 27,86 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 1 269 820 | 2,61 | 30 780 | 2,44 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1 537 007 | 17,58 | 37 319 | 120 280,65 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 75 236 | 8,64 | 1 824 | 8,45 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 9 667 | 0 | ||||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 15 048 | 26,54 | 364 | 26,39 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 4 510 | 8,49 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 293 757 | 3,06 | 7 121 | 2,89 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 98 054 | 168,16 | 2 377 | 167,87 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 26 265 | 5,47 | 637 | 5,30 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 41 128 | 13,14 | 997 | 12,93 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 34 323 | 2,59 | 832 | 2,46 | ||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 119 133 | 59,44 | 2 888 | 59,15 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 9 001 | 0,70 | 218 | 0,46 | ||||
| 2026-05-13 | 13F | Wiregrass Investment Management Llc | 18 500 | 23,33 | 448 | 23,08 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 104 366 | 7,68 | 2 530 | 7,48 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 222 541 | 0,21 | 5 | 0,00 |
