Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares Morningstar Mid-Cap Growth ETF, to m.in Baer Investment Advisory LLC, Natixis Advisors, L.p., Integrity Wealth Partners, LLC, Cpwa, Llc, Sentinel Advisory Group, LLC, Trust Point Inc., FCG Investment Co, Innova Wealth Partners, Keel Point, LLC, Lido Advisors, LLC, Owl Creek Wealth Partners LLC, Rossby Financial, LCC, Vanguard Advisers Inc, Golden State Equity Partners, Lifetime Wealth Management P.C., Protective Life Corp, BOK Financial Private Wealth, Inc., Innovative Asset Advisors Group, LLC, Massmutual Trust Co Fsb/adv, i Parkside Financial Bank & Trust .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | 13F | Asset Dedication, LLC | 49 | 2,08 | 4 | 0,00 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 129 887 | 1,55 | 10 231 | 0,20 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 3 158 | 1,97 | 249 | 0,40 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 99 479 | 3,30 | 7 836 | 1,91 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 3 197 | 252 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 15 122 | 1,70 | 1 191 | 0,34 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 1 565 | 0,13 | 123 | -0,81 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 3 865 | 2,98 | 304 | 1,67 | ||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 133 072 | 6,46 | 10 482 | 5,04 | ||||
| 2026-04-29 | 13F | Unified Investment Management | 4 285 | 3,25 | 338 | 1,81 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 931 000 | 14,95 | 74 538 | 15,23 | ||||
| 2026-05-08 | 13F | Horizon Family Wealth, Inc. | 40 634 | 48,28 | 3 201 | 46,32 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 3 952 | 6,27 | 311 | 5,07 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 13 702 | 1 | ||||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 32 050 | 0,11 | 2 525 | -1,25 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 114 967 | 3,02 | 9 539 | 7,06 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 5 915 | 2,34 | 466 | 0,87 | ||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 145 691 | 8,92 | 11 476 | 7,47 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 9 518 | 2,15 | 750 | 0,81 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 5 079 | 50,76 | 400 | 47,06 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 203 880 | 0,27 | 16 060 | -1,07 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 956 | 75 | ||||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 248 475 | 23,96 | 19 572 | 22,30 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 139 661 | 9,48 | 11 001 | 8,01 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 4 029 | 0,02 | 317 | -1,25 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 37 922 | 0,77 | 2 987 | -0,57 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 943 563 | 2,90 | 74 324 | 1,53 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 58 319 | 33,16 | 5 016 | 37,88 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 4 651 | 366 | ||||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 2 705 | 0,19 | 213 | -0,93 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 9 300 | 0,10 | 733 | -1,21 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 980 | 156 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1 472 | 0,07 | 0 | |||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 592 | 0,51 | 47 | -2,13 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 161 271 | 7,24 | 12 703 | 5,81 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 101 932 | 3,76 | 8 029 | 2,37 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 91 869 | 25,53 | 6 983 | 19,49 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 4 098 | 6,14 | 323 | 4,55 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1 652 | 1 965,00 | 130 | -0,76 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 477 177 | 5,81 | 37 587 | 4,39 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 15 991 | 1,85 | 1 260 | 0,48 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 5 378 | 12,23 | 424 | 10,73 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 50 026 | 1,79 | 4 | 0,00 | ||||
| 2026-05-12 | 13F | Wood Tarver Financial Group, LLC | 107 243 | 6,96 | 8 | 0,00 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 10 878 | 12,38 | 857 | 10,88 | ||||
| 2026-04-30 | 13F | Granite Investment Partners, LLC | 2 210 | 0,05 | 174 | -1,14 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 65 661 | 4,48 | 5 172 | 3,09 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 8 947 | 8,58 | 705 | 7,15 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 21 500 | 10,38 | 1 694 | 8,87 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 725 | 0,28 | 57 | 0,00 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 8 392 | 0,20 | 661 | -1,05 | ||||
| 2026-05-11 | 13F | Chaney Capital Management, Inc. | 59 306 | 9,32 | 4 672 | 7,85 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 17 395 | 81,44 | 1 370 | 79,08 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 31 833 | 0,46 | 2 501 | -3,62 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 97 866 | 22,84 | 7 709 | 21,18 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 382 492 | 8,57 | 34 260 | 16,47 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 980 | 77 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 87 | 7 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 71 521 | 18,79 | 5 634 | 17,18 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 107 018 | 0,79 | 8 430 | -0,57 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 9 444 | 744 | ||||||
| 2026-04-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 88 437 | 2,64 | 6 966 | 1,26 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 12 428 | 1,50 | 979 | 0,20 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 3 386 | 267 | ||||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 1 | 0 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 18 368 | 47,50 | 1 447 | 45,47 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 279 461 | 11,32 | 100 783 | 9,83 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 1 654 | 27,23 | 132 | 23,36 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2 603 354 | 6,33 | 205 066 | 4,91 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 210 | 100,00 | 17 | 100,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 32 224 | 907,00 | 2 538 | 895,29 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 3 071 | 0,07 | 242 | -1,63 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 107 479 | 64,34 | 8 466 | 71,41 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 17 374 | 221,26 | 1 369 | 217,40 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 171 | 13 | ||||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 46 606 | 6,07 | 4 | 0,00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 12 206 | 2 636,77 | 962 | 2 645,71 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 26 098 | 15,28 | 2 056 | 13,72 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 30 306 | 0,02 | 2 387 | -1,32 | ||||
| 2026-04-08 | 13F | Ptm Wealth Management, Llc | 157 049 | 23,07 | 12 658 | 21,45 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 567 589 | 2,82 | 44 709 | 1,44 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 51 612 | 1,35 | 4 065 | 0,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 118 | 9 | ||||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 57 289 | 25,79 | 4 513 | 19,87 | ||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 226 883 | 14,22 | 17 872 | 12,69 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 7 856 | 3,22 | 627 | -0,32 | ||||
| 2026-04-16 | 13F | OxenFree Capital LLC | 110 463 | 20,28 | 9 429 | 28,60 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 42 294 | 59,34 | 3 332 | 57,20 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 22 340 | 1,91 | 1 760 | 0,51 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 20 726 | 3,93 | 1 633 | 2,51 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 3 594 | 13,99 | 283 | 12,75 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 54 568 | 11,96 | 4 298 | 10,46 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 105 | 8 | ||||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 56 619 | 4,88 | 4 460 | 3,46 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 37 954 | 53,65 | 2 922 | 48,17 | ||||
| 2026-05-01 | 13F | Cosner Financial Group, LLC | 273 465 | 1,12 | 21 541 | -0,24 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 70 492 | 11,12 | 5 553 | 9,64 | ||||
| 2026-04-09 | 13F | FCG Investment Co | 3 390 | 267 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 138 725 | 6,85 | 10 927 | 5,42 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 3 946 | 8,14 | 311 | 6,53 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 436 | 34 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 448 504 | 3,55 | 35 329 | 2,17 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 11 090 | 116,64 | 874 | 113,97 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 8 245 | 2,36 | 649 | -2,55 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 338 | 0,30 | 27 | 0,00 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 244 308 | 5,56 | 19 244 | 4,15 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 431 977 | 34 027 | ||||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 40 791 | 1,99 | 3 | 0,00 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 25 050 | 13,29 | 1 973 | 11,78 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 2 674 | 211 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 023 069 | 5,69 | 80 587 | 4,27 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 36 941 | 15,02 | 2 910 | 13,46 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 25 272 | 1,01 | 2 224 | 6,56 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 51 | 4 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 786 | 22,62 | 62 | 19,61 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 2 716 | 0,04 | 225 | -0,88 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 22 310 | 63,19 | 1 757 | 61,04 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 5 067 | 13,58 | 399 | 7,55 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 536 | 0,19 | 42 | 0,00 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 165 140 | 3,65 | 13 008 | 2,26 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 59 594 | 12,27 | 4 694 | 10,76 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 26 930 | 34,05 | 2 121 | 32,23 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 289 294 | 5,91 | 22 788 | 4,49 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 10 429 | 3,10 | 822 | 1,73 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 229 955 | 2,77 | 18 114 | 1,39 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 31 193 | 5,20 | 2 731 | 15,34 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 8 383 | 660 | ||||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 4 563 | 0,15 | 359 | -1,10 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 33 867 | 16,98 | 2 668 | 15,40 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 484 222 | 2,51 | 38 150 | 1,14 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 10 827 | 76,77 | 853 | 74,23 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 6 373 | 2,07 | 502 | 0,80 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 9 825 | 1,07 | 774 | -0,39 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 134 237 | 7,62 | 11 | 11,11 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 5 246 | 3,04 | 413 | 1,72 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 3 044 | 240 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 33 141 | 8,93 | 2 610 | 7,45 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 8 035 | 6,42 | 633 | 4,98 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 10 695 | 12,63 | 842 | 11,08 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 905 | 72 | ||||||
| 2026-04-22 | 13F | DDFG, Inc | 77 581 | 53,76 | 6 111 | 51,71 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 3 071 | 7,30 | 233 | 0,87 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 431 977 | 2,54 | 34 027 | 1,16 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 260 379 | 530,06 | 20 510 | 521,70 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 13 856 | 18,92 | 1 091 | 17,31 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 9 149 | 2,41 | 721 | 0,98 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 64 | -43,36 | ||||||
| 2026-04-24 | 13F | Innova Wealth Partners | 3 170 | 250 | ||||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 9 000 | 709 | ||||||
| 2026-04-15 | 13F | LongView Wealth Management | 4 015 | 3,03 | 343 | 6,52 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 3 300 | 23,27 | 260 | 21,60 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 80 219 | 0,79 | 6 319 | -0,57 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1 180 | 26,88 | 93 | 24,32 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 3 668 | 1,72 | 293 | 1,74 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 2 795 | 0,07 | 223 | 0,00 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 137 244 | 8,59 | 10 811 | 7,13 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 11 720 | 923 | ||||||
| 2026-04-10 | 13F | Cerro Pacific Wealth Advisors LLC | 58 311 | 24,01 | 4 593 | 22,35 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 12 107 | 159,58 | 1 | |||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 7 982 | 22,65 | 629 | 21,00 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 21 | 2 | ||||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 220 414 | 36,25 | 17 362 | 34,42 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 18 199 | 38,47 | 1 434 | 36,61 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 18 944 | 220,70 | 1 492 | 205,74 | ||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 113 | 2 223 | ||||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 4 090 | 0,15 | 328 | -0,30 | ||||
| 2026-05-12 | 13F | Creative Planning | 49 724 | 2,28 | 3 917 | 0,90 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 77 518 | 10,97 | 6 106 | 9,49 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 1 550 | 122 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 11 366 | 0,04 | 895 | -1,32 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 26 373 | 38,30 | 2 077 | 36,47 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 6 614 | 3,42 | 521 | 2,77 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 10 797 | 87,32 | 850 | 84,78 | ||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 21 095 | 0,05 | 1 662 | -1,31 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 4 108 | 2,55 | 324 | 1,25 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 2 643 | 208 | ||||||
| 2026-05-13 | 13F | Cpwa, Llc | 9 306 | 845 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 458 | 367,35 | 36 | 414,29 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 531 | 0,19 | 42 | -2,38 | ||||
| 2026-05-04 | 13F | LaFleur & Godfrey LLC | 11 257 | 0,93 | 887 | -0,45 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 4 679 | 20,44 | 369 | 18,71 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 54 | 4 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 4 635 | 42,66 | 365 | 40,93 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 64 | 5 | ||||||
| 2026-04-10 | 13F | Matrix Trust Co | 203 880 | 0,27 | 16 | 0,00 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 7 074 | 0,03 | 557 | -1,24 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 591 | 0,34 | 47 | -2,13 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 6 907 | 92,34 | 544 | 90,21 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 14 | 1 | ||||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 17 666 | 1,87 | 1 392 | 0,51 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 4 032 | 2,60 | 318 | 1,28 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 16 717 | 183,00 | 1 335 | 173,36 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 13 193 | 4,85 | 1 039 | 3,49 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 11 600 | 5,12 | 914 | 3,63 | ||||
| 2026-05-04 | 13F | Nwam Llc | 51 953 | 0,02 | 4 092 | -5,21 | ||||
| 2026-05-29 | 13F | Ipsen Advisor Group LLC | 80 501 | 1,87 | 6 341 | 0,52 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 291 617 | 0,13 | 22 971 | -1,21 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 107 603 | 6,15 | 8 476 | 4,72 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 8 838 | 19,24 | 696 | 17,77 |
