Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF, to m.in AssuredPartners Investment Advisors, LLC, Sequoia Financial Advisors, LLC, Independent Advisor Alliance, Cerity Partners LLC, Cove Private Wealth, LLC, Aprio Wealth Management, LLC, Spartan Wealth Advisory Services LLC, Walser Wealth Management Company, A Ltd Liability Co, Fortune Financial Group, Inc., Summit Trail Advisors, Llc, Farnam Financial LLC, Sentinus, LLC, Warren Averett Asset Management, LLC, Arkadios Wealth Advisors, Next Level Wealth Planning, LLC, Seeds Investor Llc, Trust Point Inc., Csenge Advisory Group, Arnold Financial Planning LLC, i Helen Stephens Group, 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.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 25 250 | 214,33 | 640 | 213,24 | ||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 43 395 | 12,30 | 1 099 | 11,80 | ||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 63 379 | 10,20 | 1 605 | 9,71 | ||||
| 2026-05-11 | 13F | Arrow Financial Corp | 577 599 | 2,58 | 14 631 | 2,07 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 25 730 | 1,81 | 652 | 1,24 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 539 668 | 10,47 | 13 670 | 9,92 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 63 200 | 2,48 | 1 601 | 1,98 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 20 939 | 122,00 | 530 | 120,83 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 39 056 | 331,94 | 989 | 330,00 | ||||
| 2026-05-13 | 13F | Godshalk Welsh Capital Management, Inc. | 138 850 | 12,89 | 3 517 | 12,36 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 363 617 | 17,06 | 9 210 | 16,49 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 95 420 | 28,86 | 2 417 | 28,24 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 181 445 | 3,89 | 4 596 | 3,40 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 752 | 0,80 | 19 | 5,56 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 8 908 | 0,74 | 226 | 0,00 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 31 704 | 41,16 | 803 | 40,63 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 65 094 | 1,29 | 1 649 | 0,80 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 85 776 | 19,24 | 2 173 | 18,62 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 32 865 | 1,12 | 832 | 0,60 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 141 568 | 1,54 | 3 586 | 1,01 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 78 335 | 12,26 | 1 984 | 11,71 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 30 842 | 5,66 | 781 | 5,11 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 69 085 | 7,24 | 1 759 | 7,26 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 205 201 | 25,76 | 5 198 | 25,14 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 5 936 | 319,51 | 150 | 316,67 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 794 471 | 8,74 | 20 124 | 8,20 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 177 907 | 130,99 | 4 506 | 129,90 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2 888 | 73 | ||||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 9 633 | 4,21 | 244 | 3,83 | ||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 333 180 | 4,24 | 8 439 | 3,72 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 33 960 | 52,87 | 860 | 52,21 | ||||
| 2026-05-11 | 13F | Cornerstone Planning, LLC | 499 609 | 47,27 | 12 677 | 46,66 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 1 435 556 | 2,33 | 36 363 | 1,83 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 468 086 | 16,32 | 37 186 | 15,75 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 9 193 | 233 | ||||||
| 2026-05-04 | 13F | Element Wealth, LLC | 32 208 | 4,80 | 816 | 4,22 | ||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 43 185 | 71,81 | 1 094 | 71,05 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 270 053 | 25,00 | 6 840 | 24,39 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 16 878 | 161,39 | 428 | 160,37 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 548 869 | 3,88 | 13 903 | 3,37 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 174 348 | 0,46 | 4 416 | -0,02 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 27 578 | 53,74 | 699 | 53,07 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 233 386 | 0,34 | 5 912 | -0,15 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 25 038 | 25,19 | 634 | 24,56 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 16 663 | 83,39 | 422 | 82,68 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 24 579 | 2,95 | 623 | 2,47 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 490 178 | 2,27 | 12 416 | 1,77 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 28 155 | 713 | ||||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 141 483 | 1,27 | 3 584 | 0,76 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 855 757 | 26,08 | 21 676 | 25,46 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 274 028 | 6 941 | ||||||
| 2026-04-22 | 13F | Romano Brothers And Company | 37 568 | 16,62 | 952 | 16,12 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2 513 489 | 10,98 | 63 667 | 10,43 | ||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 102 982 | 2,78 | 3 | 0,00 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 84 363 | 3,41 | 2 | 0,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 4 900 | 124 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 2 730 | 69 | ||||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 168 052 | 24,08 | 4 257 | 23,47 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 26 852 | 52,53 | 680 | 51,79 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 20 004 | 0,15 | 507 | -0,39 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 223 691 | 1,95 | 5 666 | 1,45 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 114 205 | 25,48 | 2 893 | 24,87 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 80 124 | 1,17 | 2 030 | 0,64 | ||||
| 2026-05-14 | 13F | Peloton Wealth Strategists | 399 188 | 2,21 | 10 | 11,11 | ||||
| 2026-04-10 | 13F | Financial Advisory Corp | 12 090 | 0,73 | 306 | 0,33 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 234 759 | 27,01 | 5 946 | 26,38 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 47 794 | 1,79 | 1 211 | 1,26 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 99 114 | 2 502 | ||||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 12 800 | 324 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 10 151 | 257 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 243 888 | 317,72 | 6 178 | 315,68 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 201 975 | 8,53 | 5 116 | 8,00 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 349 330 | 3,36 | 8 849 | 2,85 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 11 096 | 281 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 30 094 | 8,95 | 766 | 8,81 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 28 478 | 1,62 | 721 | 1,12 | ||||
| 2026-04-06 | 13F | CX Institutional | 790 | 0,77 | 0 | |||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 153 618 | 39,80 | 3 891 | 39,11 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 17 997 | 0,01 | 456 | -0,66 | ||||
| 2026-05-07 | 13F | Harbor Advisory Corp /ma/ | 215 277 | 3,13 | 5 453 | 2,62 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 20 919 | 530 | ||||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 29 316 | 31,29 | 743 | 30,63 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 251 652 | 3,57 | 6 374 | 3,06 | ||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 9 719 | 246 | ||||||
| 2026-04-23 | 13F | Spinnaker Trust | 547 809 | 11,97 | 13 876 | 11,42 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 46 536 | 22,45 | 1 179 | 21,82 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 7 978 | 46,95 | 202 | 46,38 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 220 720 | 17,70 | 5 591 | 17,12 | ||||
| 2026-04-07 | 13F | Eastern Bank | 1 295 | 8,37 | 33 | 6,67 | ||||
| 2026-04-20 | 13F | Gilbert Capital Group, Inc. | 57 952 | 0,65 | 1 468 | 0,14 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 8 208 | 208 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 195 823 | 4,61 | 4 960 | 4,09 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 9 350 | 13,33 | 237 | 12,38 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 168 | 4 | ||||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 21 314 | 540 | ||||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 15 595 | 0,48 | 395 | 0,00 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 62 770 | 0,24 | 1 584 | -0,56 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1 634 772 | 1,74 | 41 410 | 1,25 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 182 808 | 5,61 | 4 609 | 4,66 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 53 670 | 0,42 | 1 359 | -0,07 | ||||
| 2026-04-14 | 13F | LifePlan Financial, LLC | 112 577 | 7,01 | 2 852 | 6,46 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 189 941 | 16,43 | 4 811 | 15,87 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 1 278 339 | 2,35 | 32 380 | 1,85 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 3 752 574 | 3,35 | 95 053 | 2,84 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 3 418 | 0,74 | 87 | 0,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3 118 298 | 4,79 | 78 986 | 4,28 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 37 000 | 937 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 25 955 | 657 | ||||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 202 949 | 6,92 | 5 141 | 6,40 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 22 940 | 14,43 | 581 | 13,92 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 114 633 | 10,82 | 2 904 | 10,25 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 25 700 | 54,82 | 651 | 54,03 | ||||
| 2026-05-15 | 13F | Briggs Wealth Management, Inc | 57 227 | 5,94 | 1 450 | 5,38 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 739 662 | 1,51 | 18 736 | 1,01 | ||||
| 2026-05-05 | 13F | UBS Group AG | 3 524 978 | 16,18 | 89 288 | 15,61 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 193 845 | 60,79 | 4 906 | 59,88 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 75 617 | 1 915 | ||||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 498 933 | 3,46 | 12 638 | 2,94 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 172 689 | 5,63 | 4 364 | 4,85 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 1 453 362 | 4,43 | 36 814 | 3,92 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 205 886 | 0,16 | 5 211 | -0,59 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 9 679 | 245 | ||||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 1 304 385 | 2,96 | 33 040 | 2,46 | ||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 69 169 | 4,14 | 1 752 | 3,67 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 4 475 447 | 84,99 | 113 363 | 83,66 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 160 393 | 8,17 | 4 063 | 7,63 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 241 538 | 8,71 | 6 | 20,00 | ||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 94 311 | 1,12 | 2 371 | -0,13 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 488 842 | 9,36 | 12 382 | 8,82 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 192 147 | 4 867 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 266 908 | 7,94 | 6 761 | 112 566,67 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 304 247 | 23,45 | 7 707 | 22,84 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 561 467 | 4,24 | 14 222 | 3,73 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 38 539 | 6,64 | 976 | 6,20 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 44 256 | 4,94 | 1 127 | 4,65 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 73 216 | 15,66 | 1 855 | 15,08 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 184 642 | 755,85 | 4 677 | 751,73 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 76 595 | 2,38 | 1 940 | 1,89 | ||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 64 846 | 16,56 | 1 643 | 15,96 | ||||
| 2026-05-07 | 13F | Hamel Associates, Inc. | 262 868 | 8,54 | 6 658 | 8,01 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 54 866 | 13,38 | 1 390 | 12,84 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 64 012 | 1 621 | ||||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 139 779 | 4,20 | 3 541 | 3,69 | ||||
| 2026-04-13 | 13F | Trust Co | 2 675 | 0,38 | 68 | 0,00 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 28 900 | 732 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1 036 818 | 8,25 | 26 263 | 7,72 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 354 086 | 11,74 | 8 969 | 11,20 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 1 159 226 | 6,48 | 29 363 | 5,96 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 27 547 | 0,11 | 698 | -0,43 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 82 710 | 29,02 | 2 091 | 28,14 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 8 968 | 227 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 12 654 | 55,24 | 322 | 54,81 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 46 872 | 2,04 | 1 193 | 1,79 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 62 103 | 39,83 | 1 573 | 39,20 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 290 513 | 12,09 | 7 446 | 12,56 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 37 068 | 0,00 | 939 | -0,53 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 106 798 | 5,88 | 2 705 | 5,38 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 9 797 | 0,02 | 248 | -0,40 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 637 798 | 100,47 | 16 155 | 99,49 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 291 381 | 142,43 | 7 381 | 141,26 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 505 287 | 2,38 | 12 862 | 2,12 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 41 365 | 91,66 | 1 048 | 90,71 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 92 430 | 244,61 | 2 | |||||
| 2026-05-05 | 13F | Atria Investments Llc | 332 737 | 4,58 | 8 428 | 4,06 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 195 552 | 1,09 | 4 953 | 0,59 | ||||
| 2026-04-24 | 13F | Balentine LLC | 35 069 | 54,86 | 888 | 54,17 | ||||
| 2026-04-14 | 13F | Arnold Financial Planning LLC | 8 910 | 226 | ||||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 1 562 572 | 8,06 | 39 580 | 7,53 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 502 246 | 11,28 | 12 722 | 10,73 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 286 931 | 30,57 | 7 268 | 29,93 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 213 474 | 14,73 | 5 407 | 14,17 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 11 865 | 29,69 | 301 | 29,31 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 167 909 | 1,36 | 4 253 | 0,69 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 232 417 | 69,99 | 5 916 | 69,56 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 45 015 | 1 140 | ||||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 96 057 | 3,00 | 2 433 | 2,53 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 20 755 | 0,45 | 526 | 0,00 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 13 765 | 9,45 | 349 | 8,75 | ||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 246 393 | 3,78 | 6 241 | 3,28 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 670 973 | 3,31 | 16 996 | 2,80 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 6 515 | 0,73 | 165 | 0,61 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 271 817 | 6,71 | 6 872 | 5,97 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 59 274 | 4,80 | 1 501 | 4,31 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 23 843 | 126,45 | 604 | 125,00 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 12 600 | 4,92 | 319 | 4,59 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 29 607 | 0,12 | 750 | -0,40 | ||||
| 2026-04-27 | 13F | Baker Boyer National Bank | 27 023 | 11,02 | 684 | 10,50 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 66 126 | 139,15 | 1 675 | 138,12 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 564 455 | 59,53 | 14 298 | 58,75 | ||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 10 800 | 22,73 | 274 | 21,88 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 8 950 655 | 3,22 | 226 720 | 2,72 | ||||
| 2026-05-07 | 13F | First National Trust Co | 497 869 | 9,52 | 12 611 | 8,98 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 17 606 | 9,82 | 446 | 9,07 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 233 753 | 4,28 | 5 921 | 3,75 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 24 226 | 3,06 | 614 | 2,51 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 213 777 | 0,83 | 5 415 | 0,33 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 41 994 | 44,06 | 1 064 | 43,26 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 8 604 | 218 | ||||||
| 2026-04-28 | 13F | Farnam Financial LLC | 12 431 | 315 | ||||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 137 153 | 2,76 | 3 474 | 2,27 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 40 339 | 2,68 | 1 022 | 2,10 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 28 043 | 168,12 | 710 | 166,92 | ||||
| 2026-04-22 | 13F | Arcataur Capital Management LLC | 92 705 | 16,17 | 2 348 | 15,61 | ||||
| 2026-04-17 | 13F | Michael S. Ryan, Inc. | 105 730 | 4,78 | 2 678 | 4,28 | ||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 2 795 | 71 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 232 750 | 18,80 | 5 875 | 17,81 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 18 132 | 35,00 | 459 | 34,60 | ||||
| 2026-05-07 | 13F | Jefferson Bridge Capital, LLC | 67 397 | 1,70 | 1 707 | 1,25 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 4 649 | 991,31 | 118 | 1 080,00 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 13 655 | 4,67 | 346 | 3,92 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 79 515 | 47,54 | 2 014 | 46,90 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 1 054 382 | 6,18 | 26 708 | 5,66 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 15 373 | 17,58 | 389 | 17,17 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 127 868 | 3,41 | 3 229 | 2,57 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 795 | 0,63 | 20 | 0,00 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 21 088 | 4,11 | 534 | 3,69 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 130 104 | 3,93 | 3 296 | 3,42 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 704 | 0,86 | 0 | |||||
| 2026-04-24 | 13F | United Community Bank | 2 293 | 58 | ||||||
| 2026-04-03 | 13F | Adirondack Trust Co | 121 416 | 18,20 | 3 074 | 17,60 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 114 680 | 2,41 | 2 905 | -0,95 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1 463 | 37 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 60 160 | 64,76 | 1 524 | 63,94 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 56 111 | 6,73 | 1 421 | 6,20 | ||||
| 2026-04-20 | 13F | One + One Wealth Management, Llc | 59 021 | 5,63 | 1 495 | 5,13 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 55 952 | 281,64 | 1 417 | 279,89 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 10 600 | 269 | ||||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 243 639 | 8,17 | 6 171 | 7,66 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 34 071 | 1,95 | 864 | 1,29 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 252 277 | 4,02 | 6 391 | 3,52 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 989 358 | 13,81 | 25 060 | 13,26 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 2 155 | 55 | ||||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 843 | -0,47 | ||||||
| 2026-05-04 | 13F | Foundation Wealth Management, LLC | 76 201 | 5,31 | 1 930 | 4,78 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 45 560 | 22,77 | 1 154 | 22,25 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 343 504 | 6,22 | 8 701 | 5,69 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2 400 | 71,43 | 61 | 71,43 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 107 792 | 7,85 | 2 730 | 7,31 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 8 779 | 0,55 | 222 | 0,00 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 103 258 | 6,27 | 2 616 | 5,74 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 869 218 | 1,40 | 22 017 | 0,90 | ||||
| 2026-04-20 | 13F | Threadgill Financial, Llc | 867 919 | 4 139,75 | 21 984 | 1 948,84 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 248 397 | 5,02 | 6 292 | 4,50 | ||||
| 2026-05-15 | 13F | Reliant Wealth Planning | 68 697 | 0,86 | 1 740 | 0,40 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 21 439 | 8,22 | 543 | 7,74 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 574 314 | 5,10 | 14 547 | 4,58 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 179 814 | 20,91 | 4 555 | 20,32 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 198 024 | 37,44 | 5 016 | 36,76 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 26 200 | 92,65 | 664 | 91,62 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 18 896 | 9,28 | 479 | 8,64 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 433 344 | 7,48 | 10 977 | 6,96 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 3 532 934 | 6,94 | 89 489 | 6,42 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 9 372 | 5,56 | 237 | 5,33 | ||||
| 2026-05-04 | 13F | Gratus Wealth Advisors, LLC | 1 372 168 | 5,44 | 34 757 | 4,92 | ||||
| 2026-04-07 | 13F | InvesTrust | 314 466 | 2,93 | 7 965 | 2,42 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 52 684 | 8,04 | 1 330 | 7,17 | ||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 11 652 | 7,64 | 295 | 7,27 | ||||
| 2026-04-10 | 13F | Novem Group | 498 960 | 11,05 | 12 639 | 10,50 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 13 188 | 334 | ||||||
| 2026-05-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 74 516 | 11,93 | 1 887 | 11,39 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 192 842 | 0,32 | 4 885 | -0,18 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 251 342 | 6,03 | 6 366 | 5,29 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 11 390 | 289 | ||||||
| 2026-05-05 | 13F | Regions Financial Corp | 158 803 | 18,58 | 4 022 | 18,02 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 51 949 | 70,52 | 1 316 | 69,68 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 2 014 | 0,70 | 51 | 2,00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 9 257 | 881,65 | 234 | 875,00 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 5 604 | 142 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 685 | 17 | ||||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 8 695 | 220 | ||||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 223 865 | 2,10 | 5 671 | 1,43 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 245 295 | 21,00 | 6 194 | 20,02 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 385 063 | 29,32 | 9 754 | 28,68 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 10 332 | 27,82 | 262 | 27,32 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 740 653 | 9,60 | 18 760 | 9,06 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 265 068 | 20,56 | 6 714 | 19,98 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 5 087 | 129 | ||||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 20 861 | 16,77 | 527 | 16,08 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 52 194 | 3,66 | 1 322 | 3,20 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1 025 685 | 24,01 | 26 109 | 124 223,81 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 81 462 | 463,59 | 2 063 | 462,13 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 95 471 | 17,74 | 2 418 | 17,15 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 2 940 328 | 28,39 | 74 479 | 27,76 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 9 515 | 0,01 | 241 | -0,41 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4 651 656 | 1,34 | 117 826 | 0,85 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 1 230 626 | 3,37 | 31 172 | 2,86 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 148 814 | 6,37 | 3 769 | 5,84 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 1 306 247 | 9,20 | 33 087 | 8,66 | ||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 36 363 | 0,74 | 921 | 0,33 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 7 970 | 202 | ||||||
| 2026-05-15 | 13F | 10Elms LLP | 107 305 | 129,99 | 2 733 | 130,24 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 9 278 | 0 | ||||||
| 2026-05-07 | 13F | Winthrop Partners - Wny, Llc | 200 024 | 2,88 | 5 067 | 2,36 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 141 953 | 2,99 | 4 | 0,00 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 18 545 | 13,38 | 470 | 12,74 | ||||
| 2026-05-13 | 13F | Wiregrass Investment Management Llc | 17 000 | 30,77 | 431 | 30,30 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 615 991 | 9,89 | 15 680 | 9,61 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 232 558 | 12,53 | 5 891 | 11,98 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 87 944 | 10,19 | 2 228 | 9,65 |
