Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF, to m.in RMG Wealth Management LLC, Gsa Capital Partners Llp, Keeler THomas Management LLC, Versant Capital Management, Inc, BlueSky Wealth Advisors, LLC, LightSquare Wealth Management, LLC, Hidden Cove Wealth Management, LLC, Titleist Asset Management, Llc, Diversify Wealth Management, Llc, Seeds Investor Llc, Elevation Capital Advisory, LLC, Sanchez Gaunt Capital Management, LLC, Essential Partners LLC, Lewis Asset Management, LLC, Sage Advisors, Llc, Navigation Group, LLC, Accent Capital Management, LLC, Emerald Investment Advisers, LLC, Higgins & Schmidt Wealth Strategies LLC, i Pacific Excel Wealth Advisors, 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.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Archer Investment Corp | 497 | 874,51 | 26 | 1 200,00 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 6 985 | 372 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 201 | 11 | ||||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 6 386 | 7,15 | 340 | 5,61 | ||||
| 2026-05-14 | 13F | Sandhill Capital Partners LLC | 7 682 | 3,71 | 409 | 2,26 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 64 612 | 0,48 | 3 439 | -0,75 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 56 | 3 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 9 758 | 69,35 | 519 | 67,42 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 13 122 | 31,43 | 698 | 29,98 | ||||
| 2026-04-22 | 13F | WestEnd Advisors, LLC | 527 | 3,13 | 28 | 3,70 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 1 466 937 | 6,85 | 78 070 | 5,54 | ||||
| 2026-04-24 | 13F | Heritage Investors Management Corp | 5 815 | 2,92 | 0 | |||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 26 951 | 556,54 | 1 434 | 548,87 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 86 431 | 2,13 | 4 600 | 0,88 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 3 739 | 12,32 | 199 | 10,61 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 477 | 15,15 | 238 | 13,88 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 373 031 | 4,22 | 19 853 | 2,94 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 15 278 | 0,02 | 813 | -1,22 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 100 209 | 0,26 | 5 333 | -0,97 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 4 569 | 0,71 | 243 | -0,41 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 4 396 | 234 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 118 184 | 3,84 | 59 510 | 2,56 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 10 624 | 3,69 | 565 | 2,36 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 1 203 811 | 4,06 | 64 067 | 2,79 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 19 902 | 1 058 | ||||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 8 449 | 450 | ||||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 11 850 | 0,78 | 631 | -0,47 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 94 017 | 31,31 | 5 004 | 29,71 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 13 430 | 715 | ||||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 77 | 4 | ||||||
| 2026-05-13 | 13F | Franklin Resources Inc | 1 930 392 | 3,69 | 102 735 | 2,42 | ||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 187 861 | 12,31 | 9 998 | 10,93 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 37 943 | 2 019 | ||||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 3 350 | 178 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 713 905 | 138,50 | 37 994 | 135,59 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 2 098 568 | 1,91 | 111 686 | 0,67 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 15 737 | 3,35 | 838 | 2,07 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 703 498 | 37 440 | ||||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 246 092 | 8,35 | 13 097 | 7,03 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 39 174 | 0,79 | 2 085 | -0,48 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 288 | 1,77 | 15 | 0,00 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 17 166 | 914 | ||||||
| 2026-04-13 | 13F | Gradient Investments LLC | 758 240 | 5,07 | 40 354 | 3,78 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 262 174 | 1,99 | 13 953 | 0,74 | ||||
| 2026-05-28 | 13F | Blue Fin Capital, Inc. | 256 274 | 9,21 | 13 639 | 7,87 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 44 411 | 6,22 | 2 364 | 4,93 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 7 | 0 | ||||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 9 807 | 0,31 | 522 | -0,95 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 37 | 2 | ||||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 449 962 | 18,54 | 23 947 | 17,08 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 20 650 | 0,09 | 1 099 | -1,17 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 521 769 | 9,70 | 27 617 | 7,77 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 3 329 | 0,54 | 177 | -0,56 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 19 458 | 11,96 | 1 036 | 10,58 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 31 260 | 1 664 | ||||||
| 2026-04-24 | 13F | Severin Investments, LLC | 3 889 | 207 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 3 637 273 | 14,98 | 193 576 | 13,57 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 322 146 | 3,69 | 17 145 | 2,42 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 50 051 | 2 664 | ||||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 205 027 | 2,28 | 10 912 | 1,03 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 51 498 | 564,75 | 2 741 | 557,07 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 10 492 | 1,90 | 558 | 0,72 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 0 | 0 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 22 533 | 87,85 | 1 199 | 85,60 | ||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 40 925 | 0,47 | 2 178 | -0,73 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 7 869 | 419 | ||||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 231 | 0,43 | 12 | 0,00 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 6 242 128 | 1,11 | 332 206 | -0,12 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 1 129 499 | 8,34 | 60 112 | 7,01 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 32 014 | 3,52 | 1 704 | 2,22 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 24 905 | 11,52 | 1 325 | 10,14 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 66 672 | 3 548 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 4 336 | 6,12 | 231 | 4,55 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 66 844 | 90,34 | 3 557 | 88,00 | ||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 98 343 | 7,72 | 5 191 | 5,51 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 19 875 | 1 066 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1 293 603 | 8,51 | 68 846 | 7,18 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 948 447 | 5,12 | 50 476 | 3,83 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 44 408 | 31,24 | 2 363 | 29,62 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 8 947 | 5,86 | 475 | 3,95 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 12 520 | 44,97 | 666 | 43,23 | ||||
| 2026-05-12 | 13F | Mitsubishi UFJ Trust & Banking Corp | 942 281 | 19,99 | 50 076 | 18,21 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 58 897 | 19,13 | 3 134 | 17,69 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 26 902 | 12,02 | 1 432 | 10,67 | ||||
| 2026-05-04 | 13F | Legacy Capital Group California, Inc. | 14 773 | 21,45 | 786 | 20,00 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 3 435 | 40,72 | 183 | 38,93 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3 296 746 | 5,80 | 175 450 | 4,50 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 151 188 | 75,84 | 8 046 | 73,70 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 1 079 921 | 57 452 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 707 296 | 9,60 | 37 642 | 8,25 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 93 587 | 32,60 | 4 981 | 30,20 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 287 | 15 | ||||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 185 668 | 37,33 | 9 881 | 35,65 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1 736 033 | 29,18 | 91 419 | 26,26 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 19 070 | 1 015 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1 844 238 | 1,96 | 98 150 | 0,71 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 37 579 | 2,30 | 2 000 | 1,01 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 45 755 | 14,57 | 2 435 | 13,20 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 435 224 | 48,02 | 23 163 | 46,21 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 70 256 | 0,96 | 3 739 | -0,27 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 3 923 | 0,74 | 209 | -0,48 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 4 574 | 243 | ||||||
| 2026-05-08 | 13F | Gsa Capital Partners Llp | 59 201 | 3 | ||||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 9 792 | 521 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 235 926 | 9,75 | 12 556 | 8,40 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 6 758 | 34,73 | 360 | 32,96 | ||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 58 411 | 5,49 | 3 109 | 4,19 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 18 900 | 1,82 | 1 006 | 0,50 | ||||
| 2026-05-15 | 13F | Real Talk Capital, LLC | 27 565 | 20,65 | 1 467 | 19,17 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 9 314 | 4,43 | 496 | 3,13 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 117 806 | 319,04 | 6 | 500,00 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 272 320 | 2,37 | 14 493 | 1,11 | ||||
| 2026-05-11 | 13F | Emerald Investment Advisers, LLC | 9 427 | 502 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 86 681 | 146,72 | 4 613 | 143,69 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 42 998 | 4,32 | 2 288 | 3,06 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 45 337 | 2 413 | ||||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 51 965 | 10,08 | 2 766 | 8,73 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 4 539 | 242 | ||||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 11 270 | 21,33 | 600 | 19,80 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 9 357 | 66,29 | 498 | 64,03 | ||||
| 2026-05-21 | 13F | BankChampaign, National Association | 778 | 72,89 | 41 | 925,00 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 756 | 0,80 | 40 | 0,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 26 467 | 43,06 | 1 426 | 42,60 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 10 677 | 0,81 | 568 | -0,35 | ||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 28 552 | 39,43 | 1 516 | 37,35 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 24 854 | 131,70 | 1 323 | 129,12 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 21 377 | 3,60 | 1 138 | 2,34 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 4 065 | 21,02 | 216 | 20,00 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 5 845 766 | 10,44 | 311 112 | 9,09 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 622 121 | 2,59 | 33 109 | 1,34 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 483 | 26 | ||||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 12 301 | 61,45 | 655 | 59,51 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 6 515 | 0,46 | 347 | -0,86 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 221 084 | 0,50 | 11 766 | -0,73 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1 466 452 | 25,13 | 78 045 | 23,60 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 157 470 | 4,66 | 8 | 0,00 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 321 061 | 0,76 | 17 087 | -0,19 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 14 345 | 31,86 | 763 | 30,20 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 4 805 | 1,91 | 258 | 1,57 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 93 262 | 57,91 | 4 963 | 55,97 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 11 480 | 16,24 | 611 | 14,66 | ||||
| 2026-04-07 | 13F | Agate Pass Investment Management, LLC | 84 010 | 5,51 | 4 471 | 4,22 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 1 308 | -1,95 | ||||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 1 599 851 | 4,71 | 85 144 | 3,42 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 113 408 | 16,34 | 6 110 | 15,90 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 450 | 24 | ||||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 20 415 | 2,82 | 1 092 | 2,34 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 258 717 | 10,29 | 13 769 | 8,93 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 449 664 | 9,93 | 23 999 | 8,89 | ||||
| 2026-04-22 | 13F | Ticino Wealth | 182 324 | 118,61 | 10 480 | 133,23 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 151 454 | 8,31 | 8 060 | 6,98 | ||||
| 2026-04-30 | 13F | Equitable Trust Co | 7 824 | 62,22 | 416 | 60,62 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 80 413 | 1,30 | 4 280 | 0,05 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 423 | 23 | ||||||
| 2026-05-04 | 13F | Retirement Planning Group | 4 328 | 230 | ||||||
| 2026-05-15 | 13F | Mittelman Wealth Management | 213 856 | 8,98 | 11 381 | 7,64 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 204 709 | 7,62 | 10 895 | 6,30 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 487 | 26 | ||||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 42 552 | 7,02 | 2 265 | 5,70 | ||||
| 2026-05-11 | 13F | Mattson Financial Services, LLC | 15 102 | 2,24 | 804 | 1,01 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 204 702 | 14,29 | 10 894 | 12,89 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 10 019 | 112,18 | 533 | 109,84 | ||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 5 505 | 293 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 4 239 | 429,88 | 226 | 423,26 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 10 102 | 538 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 15 079 | 4,91 | 802 | 3,62 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 887 369 | 11,30 | 47 226 | 9,93 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 368 965 | 8,34 | 19 636 | 7,01 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 209 | 64 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 78 030 | 2,49 | 4 153 | 1,22 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 162 508 | 6,08 | 8 649 | 4,77 | ||||
| 2026-04-27 | 13F | BCK Partners, Inc. | 395 914 | 2,87 | 21 071 | 1,61 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1 085 709 | 10,60 | 57 781 | 9,24 | ||||
| 2026-01-13 | 13F | Sage Advisors, Llc | 10 716 | 577 | ||||||
| 2026-04-09 | 13F | Goelzer Investment Management, Inc. | 117 243 | 4,09 | 6 240 | 2,82 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 8 199 | 11,29 | 436 | 10,10 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 47 840 | 8,06 | 2 546 | 6,75 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 201 866 | 2,45 | 10 743 | 1,20 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 18 814 | 87,60 | 1 013 | 87,59 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 446 969 | 4,36 | 23 788 | 3,08 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 35 | 2 | ||||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 31 892 | 67,69 | 1 697 | 65,72 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 73 971 | 14,52 | 3 964 | 13,91 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 1 900 | 101 | ||||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 487 | 0,83 | 26 | -3,85 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 1 793 | 0,22 | 95 | -1,04 | ||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 5 230 | 0,52 | 278 | -0,71 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 207 922 | 3,72 | 11 066 | 2,45 | ||||
| 2026-05-12 | 13F | Creative Planning | 217 887 | 54,36 | 11 596 | 52,47 | ||||
| 2026-04-20 | 13F | Thoma Capital Management LLC | 638 651 | 2,24 | 33 989 | 0,99 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 178 554 | 9 503 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 27 873 | 5,16 | 1 483 | 3,85 | ||||
| 2026-04-06 | 13F | Israel Discount Bank of New York | 60 551 | 52,31 | 3 223 | 50,49 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 6 347 | 2,84 | 338 | 1,51 | ||||
| 2026-04-27 | 13F | Forte Asset Management Llc | 69 592 | 2,97 | 3 704 | 1,70 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 75 315 | 4 008 | ||||||
| 2026-05-11 | 13F | Allstate Corp | 4 326 783 | 38,36 | 230 271 | 36,67 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 3 777 | 0,56 | 201 | -0,99 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 111 323 | 94,70 | 5 925 | 92,34 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 491 205 | 188,19 | 26 142 | 184,67 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 12 321 025 | 6,12 | 655 725 | 4,82 | ||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 208 680 | 0,04 | 11 106 | -1,19 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 120 827 | 1,29 | 6 430 | 0,06 | ||||
| 2026-05-07 | 13F | Winthrop Partners - Wny, Llc | 114 481 | 0,49 | 6 093 | -0,75 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 43 675 | 4,03 | 2 324 | 2,79 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 147 879 | 58,10 | 8 | 40,00 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 196 247 | 2,82 | 10 444 | 1,56 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 2 023 | 15,53 | 108 | 13,83 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 33 542 | 44,96 | 1 785 | 43,26 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 45 641 | 2,10 | 2 429 | 0,87 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 3 824 | 204 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 4 737 | 252 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 116 861 | 12,77 | 6 198 | 11,02 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 46 304 | 126,59 | 2 464 | 123,80 | ||||
| 2026-05-07 | 13F | Bingham Private Wealth, Llc | 12 478 | 19,54 | 664 | 18,15 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 7 331 | 39,35 | 390 | 37,81 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 226 619 | 6,10 | 12 061 | 4,80 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 85 936 | 14,49 | 4 574 | 13,08 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 14 720 | 783 | ||||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 11 919 | 634 | ||||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 37 755 | 19,27 | 2 009 | 17,83 | ||||
| 2026-05-11 | 13F | Accent Capital Management, LLC | 10 065 | 536 | ||||||
| 2026-05-14 | 13F | Cumberland Partners Ltd | 34 953 | 11,11 | 1 860 | 9,80 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 127 384 | 6 779 | ||||||
| 2026-04-20 | 13F | Payne Capital LLC | 17 487 | 0,01 | 931 | -1,27 | ||||
| 2026-05-08 | 13F | Dodds Wealth, LLC | 889 218 | 6,03 | 47 324 | 4,73 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 4 097 | 218 | ||||||
| 2026-04-20 | 13F | Courier Capital Llc | 11 528 | 1,48 | 614 | 0,16 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 16 354 | 870 | ||||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 482 095 | 1,10 | 25 657 | -0,38 | ||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 4 352 | 127,50 | 232 | 124,27 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 9 528 | 17,72 | 507 | 16,28 | ||||
| 2026-04-30 | 13F | Texas Bank & Trust Co | 26 782 | 15,67 | 1 425 | 14,27 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 1 717 626 | 6,70 | 91 412 | 5,40 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 417 222 | 4,49 | 22 205 | 3,21 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 3 656 | 0,03 | 195 | -1,02 | ||||
| 2026-04-20 | 13F | City State Bank | 113 210 | 12,11 | 6 025 | 10,73 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 750 | 40 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 12 028 | 640 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 6 121 | 88,05 | 326 | 85,71 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 4 550 | 11,38 | 242 | 10,00 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 5 504 | 37,50 | 293 | 35,81 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 4 265 | 0,80 | 227 | -0,44 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 340 | 0,89 | 18 | 0,00 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 208 | 890,48 | 11 | 1 000,00 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 335 367 | 2,17 | 17 848 | 0,92 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 51 354 | 1,14 | 2 733 | -0,07 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 17 754 | 0,11 | 945 | -1,15 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 127 763 | 18,19 | 6 800 | 16,74 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 12 014 | 4,05 | 639 | 2,73 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 49 452 | 15,04 | 2 664 | 14,58 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | |||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 47 974 | 402,03 | 2 553 | 396,69 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 5 848 | 11,88 | 310 | 10,32 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 70 924 | 2,32 | 3 821 | 1,92 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 8 805 | 0,09 | 469 | -1,06 | ||||
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 30 385 | 1 617 | ||||||
| 2026-04-09 | 13F | Freestate Advisors LLC | 179 487 | 0,50 | 9 552 | -0,73 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 60 464 | 12,46 | 3 218 | 11,08 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 10 065 | 129,58 | 536 | 127,12 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 143 443 | 5,56 | 7 634 | 4,28 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 1 611 396 | 5,98 | 85 759 | 4,69 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 131 930 | 0,48 | 7 017 | -0,82 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 25 848 | 2,13 | 1 376 | 0,88 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 167 077 | 2,96 | 8 892 | 1,69 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 466 277 | 8,27 | 24 815 | 6,95 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 100 146 | 347,48 | 5 367 | 344,57 | ||||
| 2026-04-15 | 13F | Asio Capital, LLC | 155 921 | 0,38 | 8 298 | -0,85 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 8 366 041 | 36,72 | 445 241 | 35,05 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 6 836 | 0,59 | 364 | -0,82 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 85 327 | 11,67 | 4 541 | 10,30 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 5 235 | 14,20 | 279 | 13,01 | ||||
| 2026-05-13 | 13F | Syon Capital Llc | 564 705 | 7,46 | 30 054 | 6,14 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 120 758 | 6 427 | ||||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 43 570 | 160,51 | 2 319 | 157,27 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 73 295 | 10,31 | 3 901 | 8,97 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 745 628 | 2,01 | 39 682 | 0,76 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 25 906 | 5,69 | 1 379 | 4,39 | ||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 24 656 | 0,76 | 1 312 | -0,46 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 972 | 276,74 | 52 | 292,31 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 741 489 | 2,22 | 39 462 | 0,97 | ||||
| 2026-05-11 | 13F | Commerce Bank | 9 959 | 6,15 | 530 | 4,95 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 246 159 | 49 131,80 | 13 101 | 50 284,62 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 88 398 | 10,53 | 4 705 | 9,17 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 9 729 | 48,15 | 518 | 46,46 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 5 996 | 12,98 | 320 | 11,54 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 6 726 | 358 | ||||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 449 | 0,45 | 24 | -4,17 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 14 844 | 1,70 | 1 | |||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 18 102 | 200,40 | 963 | 197,22 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 385 063 | 7,54 | 20 493 | 6,23 | ||||
| 2026-05-05 | 13F | Holistic Financial Partners | 26 013 | 2,55 | 1 384 | 1,32 | ||||
| 2026-05-05 | 13F | UBS Group AG | 4 089 061 | 4,60 | 217 620 | 3,32 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 494 | 26 | ||||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 16 212 | 8,22 | 863 | 6,82 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 108 835 | 17,11 | 5 792 | 15,68 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 809 747 | 6,51 | 43 095 | 5,21 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 125 464 | 6,55 | 6 760 | 6,14 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 157 997 | 322,98 | 8 409 | 317,89 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 79 764 | 0,37 | 4 298 | -0,02 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 32 852 | 1 748 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 45 857 | 17,84 | 2 441 | 16,41 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 7 997 374 | 8,16 | 425 620 | 6,83 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 621 982 | 1 690,80 | 33 512 | 1 684,45 | ||||
| 2026-04-23 | 13F | Eagle Wealth Advisors LLC | 55 045 | 68,38 | 2 929 | 66,33 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 604 | 32 | ||||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 8 129 | 48,96 | 433 | 46,94 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 300 750 | 24,02 | 16 117 | 23,15 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 4 880 | 13,49 | 258 | 11,26 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 11 785 | 2,78 | 627 | 1,62 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 2 356 271 | 13,62 | 125 401 | 12,22 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 1 968 481 | 4,20 | 104 763 | 2,93 | ||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 400 916 | 63,00 | 21 337 | 61,00 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 7 726 | 411 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 3 841 | 0,23 | 207 | -0,48 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 29 160 | 18,62 | 1 553 | 17,13 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 863 357 | 17,24 | 45 948 | 15,80 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 13 066 | 6,82 | 695 | 5,46 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 5 479 | 22,33 | 292 | 20,75 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 245 812 | 3,22 | 13 082 | 1,96 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 5 337 | 284 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 6 147 | 0,52 | 327 | -0,61 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 15 737 | 274,87 | 838 | 270,35 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 421 | 0,72 | 22 | 0,00 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 9 667 | 514 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1 988 | 95,48 | 106 | 94,44 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 9 408 | 2,69 | 501 | 1,42 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 859 | 3,12 | 46 | 2,27 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 191 090 | 10,52 | 10 170 | 9,17 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 2 400 | 248 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 439 655 | 8,28 | 23 398 | 6,96 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 25 213 | 1 342 | ||||||
| 2026-05-06 | 13F | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3 209 | 508 | ||||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 316 165 | 1,84 | 16 826 | 0,60 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 166 748 | 12,79 | 8 839 | 10,96 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 5 932 | 316 | ||||||
| 2026-05-11 | 13F | Phoenix Holdings Ltd. | 154 070 | 5,59 | 8 195 | 4,33 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 13 942 612 | 13,01 | 742 026 | 11,63 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 201 | 214,06 | 11 | 233,33 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 14 079 | 40,79 | 749 | 39,22 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5 028 190 | 1,96 | 267 600 | 0,71 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 1 815 | 97 | ||||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 96 818 | 17,65 | 5 153 | 16,22 | ||||
| 2026-05-08 | 13F | Stelac Advisory Services LLC | 12 718 | 677 | ||||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 519 337 | 1,00 | 27 639 | -0,23 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 247 990 | 2,54 | 13 153 | 0,94 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1 670 740 | 7,21 | 88 917 | 5,90 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 58 369 | 123,70 | 3 105 | 101,75 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 131 045 | 0,88 | 6 974 | -0,34 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 218 | 12 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 194 126 | 168,18 | 10 | 233,33 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 165 | 1,23 | 9 | 0,00 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 57 820 | 10,08 | 3 077 | 8,73 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 77 163 | 0,04 | 4 107 | -1,18 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 30 613 | 1,09 | 1 629 | -0,12 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 149 373 | 1,75 | 7 950 | 0,51 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 11 854 | 9,45 | 631 | 8,06 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 101 | -32,43 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 7 141 | 3,91 | 380 | 2,70 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3 795 | 9,11 | 202 | 7,49 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 1 060 | 0 | ||||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 89 264 | 0,65 | 4 751 | -0,59 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 215 336 | 17,31 | 11 460 | 15,87 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 4 500 | 239 | |||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 228 | 12 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 31 830 | 0,26 | 2 | 0,00 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 9 290 | 75,98 | 494 | 73,94 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 350 | 19 | ||||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 48 576 | 0,54 | 2 585 | -0,69 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 1 095 757 | 7,81 | 58 316 | 6,49 | ||||
| 2026-04-22 | 13F | Union Bancaire Privee, UBP SA | 27 647 | 9,38 | 1 463 | 7,18 | ||||
| 2026-04-16 | 13F | Vaughan Nelson Investment Management, L.p. | 12 375 | 4,39 | 659 | 3,13 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 5 821 | 13,67 | 310 | 12,36 | ||||
| 2026-05-06 | 13F | Paces Ferry Wealth Advisors, Llc | 15 890 | 1,82 | 846 | 0,60 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 431 965 | 22 989 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 611 | 370,00 | 33 | 357,14 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 10 402 | 6,92 | 554 | 5,53 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 20 716 | 1 103 | ||||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 2 049 | 536,34 | 109 | 541,18 | ||||
| 2026-04-09 | 13F | Tilia Fiduciary Partners, Inc. | 19 801 | 1,28 | 1 054 | 0,00 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 5 577 | 298 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 12 674 | 29,00 | 675 | 27,41 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 163 617 | 9,55 | 8 704 | 8,19 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 16 910 | 31,88 | 900 | 30,10 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 63 675 202 | 0,80 | 3 388 794 | -0,43 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 104 | 6 | ||||||
| 2026-04-27 | 13F | Matson Money. Inc. | 3 662 800 | 5,93 | 194 678 | 4,49 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 7 427 | 17,48 | 395 | 16,18 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 11 076 | 10,66 | 589 | 9,28 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 4 772 | 254 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 82 516 | 16,46 | 4 392 | 15,04 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 33 178 | 6,12 | 1 766 | 4,87 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 171 159 | 3,61 | 9 109 | 2,35 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 405 793 | 4,07 | 21 596 | 2,79 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 41 270 | 15,48 | 2 197 | 14,08 | ||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 24 005 | 8,31 | 1 264 | 5,51 | ||||
| 2026-05-12 | 13F | Keeler THomas Management LLC | 43 402 | 2 310 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 1 279 084 | 16,88 | 68 073 | 15,45 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 191 032 | 23,12 | 10 167 | 21,60 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 25 479 | 81,28 | 1 356 | 79,00 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 40 | 2 | ||||||
| 2026-04-28 | 13F | WESPAC Advisors, LLC | 31 700 | 5,58 | 1 687 | 4,33 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 659 | 0,76 | 35 | 0,00 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 30 968 | 1,24 | 1 648 | 0,00 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 19 | 5,56 | 1 | |||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 72 504 | 164,48 | 3 859 | 161,21 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 1 650 | 89 |
