Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares Core 1-5 Year USD Bond ETF, to m.in Financial Solutions Advisory Group, Inc., Clear Wave Wealth Management Llc, Becker Capital Management Inc, Planning Directions Inc, Avail Investment Partners, LLC, Picton Mahoney Asset Management, VestGen Advisors, LLC, Commerce Advisors, LLC, Tiaa-cref Individual & Institutional Services, Llc, OneAscent Financial Services LLC, Harmony Asset Management Llc, Guerra Pan Advisors, Llc, Prosperity Consulting Group, LLC, Cornerstone Advisory, LLC, Brookstone Capital Management, Fifth Third Securities, Inc., Turtle Creek Wealth Advisors, LLC, SageView Advisory Group, LLC, Hickory Point Bank & Trust, i Vanguard Advisers Inc .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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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 | Godfrey Financial Associates, Inc. | 12 294 | 0,40 | 596 | -0,67 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 843 | 41 | ||||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 1 128 804 | 6,03 | 54 702 | 5,40 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 94 905 | 0,89 | 4 599 | 0,28 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 102 105 | 21,85 | 4 948 | 21,13 | ||||
| 2026-04-17 | 13F | Values First Advisors, Inc. | 140 270 | 2,29 | 6 797 | 1,68 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 156 944 | 787,04 | 7 606 | 782,25 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 15 561 | 0,03 | 754 | -0,53 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 14 731 | 2,98 | 714 | 2,30 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 9 769 | 17,53 | 473 | 16,79 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 4 166 | 202 | ||||||
| 2026-04-16 | 13F | Security National Bank | 4 263 | 96,63 | 207 | 96,19 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 1 556 | 0,39 | 75 | 0,00 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 33 917 | 1 636 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5 127 | 1,85 | 248 | 1,22 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 7 182 | 0,01 | 348 | -0,57 | ||||
| 2026-04-20 | 13F | Schwab Charitable Fund | 5 708 | 21,76 | 277 | 21,05 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 95 834 | 1 438,76 | 4 644 | 20,69 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 10 260 | 9,22 | 497 | 8,75 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 195 521 | 19,72 | 9 475 | 19,01 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 105 553 | 7,42 | 5 115 | 6,78 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 72 379 | 12,31 | 3 507 | 11,65 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 369 | 2 206,25 | 18 | |||||
| 2026-04-15 | 13F | Independence Financial Advisors, LLC | 156 225 | 1,43 | 7 571 | 0,83 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 139 | 7 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 4 530 | 4,76 | 221 | 4,27 | ||||
| 2026-04-27 | 13F | Turn8 Private Wealth Inc. | 74 100 | 35,26 | 3 591 | 34,49 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 6 224 | 0,45 | 302 | -0,33 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 7 212 | 6,28 | 349 | 5,76 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 6 169 | 1,06 | 299 | 0,34 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 75 111 | 5,73 | 3 640 | 5,08 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 413 258 | 961,38 | 20 026 | 955,11 | ||||
| 2026-04-24 | 13F | Optas, LLC | 6 760 | 328 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 5 709 | 104,11 | 277 | 102,94 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 416 095 | 2,97 | 20 164 | 2,36 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 53 825 | 6,43 | 2 608 | 5,80 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 2 568 895 | 9,54 | 124 489 | 8,89 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 729 039 | 3,26 | 35 395 | 2,82 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 449 530 | 3,56 | 21 784 | 2,95 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 23 660 | 3,49 | 1 147 | 2,87 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 82 799 | 57,73 | 4 003 | 56,31 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 6 691 | 52,24 | 324 | 51,40 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 5 212 | 7,55 | 253 | 6,78 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 245 302 | 12,62 | 11 887 | 11,95 | ||||
| 2026-04-22 | 13F | Abundance Wealth Counselors | 246 328 | 4,66 | 11 937 | 4,04 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 371 376 | 17 997 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 1 333 | 66,62 | 65 | 68,42 | ||||
| 2026-05-15 | 13F | State Of Wisconsin Investment Board | 5 415 025 | 1,93 | 262 412 | 1,32 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 134 983 | 5,94 | 6 541 | 5,31 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 4 160 | 97,16 | 202 | 97,06 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 14 311 | 7,20 | 694 | 6,62 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 834 719 | 7,78 | 40 450 | 7,14 | ||||
| 2026-04-15 | 13F | Spirit Of America Management Corp/ny | 4 560 | 0,75 | 221 | 0,45 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2 895 | 3,02 | 140 | 2,94 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 9 668 | 469 | ||||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 309 | 15 | ||||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 569 876 | 3,23 | 27 616 | 2,62 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 8 686 | 421 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2 289 658 | 2,98 | 110 957 | 2,37 | ||||
| 2026-05-05 | 13F | Bcm Advisors, Llc | 70 639 | 4,07 | 3 407 | 2,90 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 6 524 | 316 | ||||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 124 023 | 15,79 | 6 010 | 15,11 | ||||
| 2026-05-18 | 13F | Cim, Llc | 551 770 | 0,09 | 26 739 | -0,50 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 48 739 | 3,35 | 2 362 | 2,70 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 18 596 | 8,46 | 901 | 7,90 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 4 867 | 5,41 | 236 | 4,44 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1 320 761 | 2,82 | 64 004 | 2,21 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 68 709 | 3 334 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 118 298 | 10,54 | 5 733 | 9,89 | ||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 412 078 | 19 969 | ||||||
| 2026-05-08 | 13F | Joseph Group Capital Management | 33 054 | 15,59 | 1 602 | 14,85 | ||||
| 2026-04-07 | 13F | Eastern Bank | 74 | 4 | ||||||
| 2026-05-14 | 13F | Acorns Advisers, LLC | 11 821 596 | 2,31 | 573 | 1,60 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 19 757 | 3,91 | 954 | 3,02 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 14 646 | 5,72 | 1 | |||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 15 685 | 0,33 | 760 | -0,26 | ||||
| 2026-05-05 | 13F | Harmony Asset Management Llc | 6 552 | 318 | ||||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 9 282 | 55,01 | 450 | 54,30 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 4 317 | 0,14 | 209 | -0,48 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 9 248 | 1,46 | 448 | 0,90 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 19 374 | 939 | ||||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 277 861 | 2,63 | 13 465 | 2,02 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 17 909 | 1,06 | 868 | 0,46 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 224 625 | 5,38 | 10 885 | 4,76 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 1 585 | 77 | ||||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 4 605 | 223 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 16 124 | 0,56 | 781 | 0,00 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 52 204 | 12,19 | 2 530 | 11,51 | ||||
| 2026-04-28 | 13F | Townsend & Associates, Inc | 1 205 567 | 3,33 | 58 506 | 2,89 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 3 095 | 82,60 | 150 | 81,71 | ||||
| 2026-05-07 | 13F | Washington Trust Bank | 85 987 | 48,89 | 4 167 | 47,99 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 4 585 | 222 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 439 895 | 13,97 | 21 317 | 13,30 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 30 447 | 0,33 | 1 475 | -0,27 | ||||
| 2026-04-10 | 13F | Corepath Wealth Partners Llc | 134 589 | 0,54 | 6 518 | -0,15 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 22 246 | 3,34 | 1 078 | 2,76 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 557 462 | 8,54 | 27 015 | 7,89 | ||||
| 2026-04-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 12 636 | 0,27 | 612 | -0,33 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 16 932 | 23,94 | 821 | 23,31 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 478 052 | 7,04 | 23 | 9,52 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 113 731 | 23,71 | 5 520 | 23,19 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 353 | 30,26 | 17 | 30,77 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 200 821 | 9 732 | ||||||
| 2026-04-29 | 13F | Invested Advisors | 74 838 | 25,69 | 3 627 | 24,95 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 325 624 | 7,49 | 15 780 | 6,85 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 10 844 | 4,31 | 526 | 3,75 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 16 551 | 5,29 | 802 | 4,70 | ||||
| 2026-04-21 | 13F | Blue Jean Financial Llc | 22 281 | 2,43 | 1 080 | 1,79 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 559 017 | 8,28 | 27 090 | 7,64 | ||||
| 2026-05-07 | 13F | Maimon Wealth Management Ltd. | 85 760 | 7,70 | 4 147 | 6,85 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 253 484 | 11,36 | 12 284 | 10,69 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 10 708 | 519 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 5 671 | 8,06 | 275 | 7,45 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 632 675 | 3,25 | 30 659 | 2,63 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 266 481 | 12 914 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 309 | 15 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 932 557 | 8,55 | 45 192 | 7,90 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 83 502 | 15,35 | 4 047 | 14,68 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 201 065 | 13,50 | 9 744 | 12,83 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 39 796 | 19,40 | 1 929 | 18,72 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 7 411 | 0,37 | 359 | 0,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 493 | 2,07 | 24 | 0,00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 8 595 | 417 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 181 542 | 31,18 | 9 | 33,33 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 28 943 | 3,28 | 1 403 | 2,64 | ||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 298 194 | 5,99 | 14 450 | 5,36 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 220 154 | 7,31 | 10 669 | 6,67 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 15 719 | 1 | ||||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 10 804 | 524 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 2 658 | 0,04 | 130 | 0,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 26 751 | 19,07 | 1 296 | 18,36 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 905 | 44 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 679 | 0,30 | 33 | -3,03 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 5 727 958 | 3,59 | 277 577 | 2,97 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 245 216 | 16,49 | 11 883 | 15,80 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 54 351 | 4,08 | 2 634 | 3,46 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 4 442 | 350,51 | 215 | 345,83 | ||||
| 2026-05-13 | 13F | Picton Mahoney Asset Management | 36 951 | 2 489 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 11 689 | 5,99 | 566 | 5,40 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 439 | 21 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 21 929 | 2,71 | 1 063 | 2,12 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 9 623 | 466 | ||||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 214 324 | 30,62 | 10 386 | 29,84 | ||||
| 2026-04-30 | 13F | Summa Corp. | 4 200 | 204 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 37 627 | 9,22 | 1 834 | 9,04 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 95 634 | 4 634 | ||||||
| 2026-05-12 | 13F | Sfmg, Llc | 6 411 | 12,00 | 311 | 11,11 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 18 044 | 2,38 | 874 | 1,75 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 274 123 | 36,11 | 13 284 | 35,32 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 17 | 1 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1 762 477 | 23,21 | 85 092 | 22,02 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 3 700 | 85,93 | 179 | 84,54 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 3 | 0 | ||||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 23 154 | 4,29 | 1 122 | 3,70 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 142 | 100,00 | 7 | 100,00 | ||||
| 2026-05-15 | 13F | Osterweis Capital Management Inc | 436 | -0,46 | ||||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 23 366 | 4,88 | 1 132 | 4,24 | ||||
| 2026-04-30 | 13F | Main Street Research LLC | 24 058 | 5,69 | 1 166 | 5,05 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 5 568 | 59,04 | 270 | 58,24 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 64 | 3 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 720 | 0,70 | 35 | 0,00 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 581 180 | 6,67 | 28 164 | 6,04 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 4 550 | 0,62 | 220 | 0,00 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 741 304 | 33,29 | 35 875 | 32,31 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 8 775 | 15,98 | 425 | 15,49 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 35 375 | 0,87 | 1 714 | 0,29 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 278 422 | 4,06 | 13 492 | 3,44 | ||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 1 356 366 | 65 729 | ||||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 147 178 | 2,99 | 7 132 | 2,38 | ||||
| 2026-05-06 | 13F | Alexander Randolph Advisory Inc | 314 851 | 6,54 | 15 258 | 5,91 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 16 488 | 0,85 | 799 | 0,25 | ||||
| 2026-04-15 | 13F | City Holding Co | 62 686 | 9,55 | 3 037 | 8,86 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 29 898 | 3,46 | 1 449 | 2,84 | ||||
| 2026-04-28 | 13F | Wealth Management Resources, Inc. | 330 044 | 0,35 | 15 994 | -0,25 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 28 782 | 4,21 | 1 395 | 3,57 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 948 515 | 16,46 | 46 107 | 16,13 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 75 466 | 1,20 | 3 657 | 0,61 | ||||
| 2026-05-01 | 13F | Fpc Investment Advisory, Inc. | 653 483 | 7,96 | 31 733 | 7,54 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 100 643 | 0,96 | 4 877 | 0,37 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 54 912 | 21,09 | 2 654 | 19,93 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 6 364 | 7,23 | 309 | 6,57 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 26 179 | 1,14 | 1 276 | 0,95 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 6 553 | 2,47 | 318 | 1,93 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 188 022 | 9,05 | 9 112 | 8,40 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 123 547 | 357,53 | 5 987 | 354,94 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 27 531 | 43,38 | 1 334 | 42,52 | ||||
| 2026-05-12 | 13F | Guerra Pan Advisors, Llc | 5 579 | 270 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 20 624 | 10,76 | 999 | 10,14 | ||||
| 2026-04-08 | 13F | General Partner, Inc. | 255 | 4,08 | 12 | 9,09 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 49 325 | 4,78 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 5 477 | 1,46 | 265 | 0,76 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 4 389 | 213 | ||||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 10 229 | 9,34 | 496 | 8,55 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 181 760 | 1,74 | 8 808 | 1,14 | ||||
| 2026-04-22 | 13F | Vicus Capital | 27 236 | 13,12 | 1 320 | 12,45 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 47 969 | 12,21 | 2 325 | 11,57 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 4 503 | 218 | ||||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 18 | 1 | ||||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 902 | 664,41 | 44 | 760,00 | ||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 133 175 | 4,74 | 6 454 | 4,11 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 13 250 | 0,07 | 1 | |||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 1 183 767 | 57 365 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1 028 | 50 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 684 938 | 2,21 | 33 192 | 1,60 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 4 162 | 202 | ||||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 4 768 | 231 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 123 872 | 11,96 | 6 039 | 11,96 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 160 458 | 0,68 | 7 776 | 0,08 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 68 831 | 12,33 | 3 336 | 11,65 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 51 209 | 1,54 | 2 482 | 0,94 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 32 164 | 23,90 | 1 554 | 22,77 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 6 319 | 0,03 | 305 | -0,65 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 3 739 | 4,82 | 181 | 4,62 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 70 155 | 74,06 | 3 400 | 73,07 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 3 | 0 | ||||||
| 2026-04-14 | 13F | eCIO, Inc. | 59 193 | 6,96 | 2 868 | 6,34 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 7 069 | 0,70 | 343 | 0,00 | ||||
| 2026-05-13 | 13F | Hill Island Financial Llc | 19 983 | 0,08 | 968 | -0,51 | ||||
| 2026-05-13 | 13F | Avail Investment Partners, LLC | 49 195 | 2 | ||||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 188 922 | 4,12 | 9 155 | 3,50 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 58 463 | 13,61 | 2 833 | 12,96 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 141 580 | 2,12 | 6 861 | 1,51 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 46 719 | 5,37 | 2 264 | 4,72 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 134 032 | 8,73 | 6 | 0,00 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 4 193 | 203 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 36 941 | 160,13 | 1 790 | 158,67 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 886 118 | 2,30 | 42 941 | 1,69 |
