Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF, to m.in Ubs Asset Management Americas Inc, NorthCrest Asset Manangement, LLC, Evergreen Wealth Solutions, LLC, Golden State Equity Partners, Oak Barrel Wealth Advisory LLC, Unique Wealth, Llc, Level Four Advisory Services, Llc, Merit Financial Group, LLC, Northern Trust Corp, Hrt Financial Lp, Mayflower Financial Advisors, LLC, Asset One Wealth Management LLC, Emergent Wealth Advisors, LLC, Johnson Financial Group, LLC, Brand Asset Management Group, Inc., Retirement Planning Group, Baer Investment Advisory LLC, Victory Financial Group, Llc, Inspire Advisors, LLC, i Segall Bryant & Hamill, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-29 | 13F | Saxon Interests, Inc. | 9 882 | 37,98 | 835 | 25,75 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 6 867 | 52,60 | 580 | 39,09 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 181 868 | 4,00 | 15 373 | -5,27 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 2 627 | 10,05 | 222 | 0,45 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 7 948 | 0,97 | 672 | -8,08 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 4 743 | 76,85 | 401 | 61,29 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 16 914 | 11,03 | 1 430 | 1,13 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1 457 | 0 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 20 301 | 6,89 | 1 716 | -2,67 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 124 022 | 10 482 | ||||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 7 652 | 5,53 | 647 | -3,87 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 99 912 | 5,87 | 8 445 | -3,57 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 4 619 | 390 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 193 170 | 6 095,32 | 16 327 | 5 549,13 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 43 212 | 3 653 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 55 940 | 13,85 | 4 728 | 3,71 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 3 970 | 4,86 | 336 | -4,56 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 3 908 | 8,71 | 330 | -0,90 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 22 350 | 12,25 | 1 889 | 2,27 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 36 370 | 19,11 | 3 074 | 8,51 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 10 637 | 84,29 | 899 | 70,91 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 12 470 | 4,71 | 1 | 0,00 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 524 474 | 8,81 | 44 329 | -0,90 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 80 303 | 20,63 | 7 | 0,00 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 22 953 | 267,78 | 1 940 | 234,89 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 66 749 | 4,37 | 6 194 | 3,32 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 4 746 | 4,38 | 459 | 9,03 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 909 712 | 70,86 | 76 889 | 55,62 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 13 413 | 21,01 | 1 134 | 10,21 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 14 980 | 22,18 | 1 266 | 11,35 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 5 138 | 12,80 | 434 | 2,84 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 5 774 | 2,30 | 488 | -6,69 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 18 993 | 6,66 | 1 787 | 9,44 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 11 070 | 936 | ||||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 107 844 | 6,37 | 9 115 | -3,11 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 98 963 | 101,27 | 8 814 | 93,20 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 249 | 21 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 326 607 | 4,27 | 27 605 | -5,03 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 25 922 | 21,51 | 2 191 | 10,66 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 13 421 | 27,23 | 1 157 | 20,17 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 524 | 9,39 | 44 | 0,00 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 36 393 | 0,87 | 3 076 | -8,12 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 28 278 | 2 390 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 3 109 | 263 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 3 574 | 24,01 | 302 | 13,11 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 667 338 | 3,42 | 61 929 | 2,37 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 805 | 165,68 | 68 | 142,86 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 38 360 | 4,71 | 3 242 | -4,62 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 195 610 | 5,82 | 16 533 | -3,62 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 11 524 | 0,51 | 974 | -8,46 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 40 | 3 | ||||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 5 860 | 5,93 | 495 | -3,51 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 5 562 | 1,00 | 470 | -8,02 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 15 838 | 1,41 | 1 339 | -7,66 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 80 | 7 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 426 | 0,47 | 36 | -7,69 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 60 | 5 | ||||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 14 943 | 1 387 | ||||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 136 156 | 16,03 | 11 508 | 5,67 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 11 307 | 4,62 | 956 | -4,69 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 3 446 | 291 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 36 689 | 1 599,35 | 3 101 | 1 450,00 | ||||
| 2026-05-01 | 13F | American Trust | 604 032 | 5,06 | 51 053 | -4,32 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 2 620 | 1,00 | 221 | -7,92 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 7 840 | 19,53 | 1 | |||||
| 2026-05-15 | 13F | Summit Financial, LLC | 14 221 | 38,63 | 1 202 | 26,29 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 2 537 | 12,61 | 0 | |||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 194 940 | 3,20 | 16 476 | -6,01 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 517 947 | 3,97 | 43 777 | -5,31 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 2 352 | 12,05 | 199 | 2,06 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 85 415 | 1 318,85 | 7 257 | 1 200,36 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 10 950 | 926 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 9 795 | 19,15 | 828 | 8,53 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 21 535 | 73,73 | 1 998 | 71,94 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 196 206 | 123,16 | 101 103 | 103,25 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 96 143 | 2,82 | 8 126 | -6,35 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 12 932 | 7,44 | 1 200 | 6,38 | ||||
| 2026-04-22 | 13F | Motco | 48 969 | 21,70 | 4 139 | 10,85 | ||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 421 | 9,64 | 36 | 0,00 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 404 453 | 23,89 | 34 184 | 12,84 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 988 | 93 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 17 060 | 1 442 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 470 | 40 | ||||||
| 2026-05-05 | 13F | Luts & Greenleigh Group, Inc | 2 861 | 6,59 | 242 | -3,21 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 6 894 | 56,08 | 583 | 42,30 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 40 947 | 13,75 | 3 461 | 3,59 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 28 656 | 14,38 | 2 422 | 4,22 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 14 166 | 18,71 | 1 197 | 8,13 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 3 229 | 4,70 | 273 | -4,90 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 9 038 | 12,40 | 764 | 2,28 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 4 668 574 | 0,61 | 394 525 | -8,37 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 32 806 | 31,05 | 2 773 | 19,33 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 453 276 | 2,61 | 38 311 | -6,55 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 357 993 | 211,03 | 30 258 | 183,28 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 78 212 | 134,69 | 6 611 | 113,78 | ||||
| 2026-05-15 | 13F | Fmr Llc | 389 605 | 1,87 | 32 929 | -7,22 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 38 521 | 13,43 | 3 256 | 3,30 | ||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 4 960 | 18,75 | 419 | 8,27 | ||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 34 397 | 8,59 | 2 907 | -1,09 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 2 969 | 261 | ||||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 3 267 | 276 | ||||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 357 252 | 10,54 | 30 195 | 0,68 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 36 139 | 15,61 | 3 054 | 5,31 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 23 703 | 8,18 | 2 024 | -0,49 | ||||
| 2026-05-12 | 13F | Vienna Asset Management LLC | 15 274 | 16,52 | 1 291 | 6,09 | ||||
| 2026-04-27 | 13F | Nixon Peabody Trust Co | 28 159 | 3,61 | 2 380 | -5,67 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 42 424 | 8,27 | 3 586 | -1,40 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 8 729 | 13,78 | 738 | 3,66 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 220 | 83,33 | 19 | 63,64 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 243 522 | 59,82 | 20 582 | 45,56 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 16 514 | 74,55 | 1 396 | 59,06 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 7 301 993 | 5,48 | 617 164 | -3,93 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 442 | 37 | ||||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 86 814 | 19,98 | 7 338 | 9,26 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 5 055 | 33,73 | 427 | 22,00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 237 | 11,79 | 20 | 5,26 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 521 998 | 1,81 | 44 120 | -7,28 | ||||
| 2026-04-21 | 13F | Welch Financial Planning, LLC | 138 201 | 2,81 | 11 681 | -6,37 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 80 199 | 23,82 | 6 778 | 11,63 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 601 161 | 11,49 | 50 810 | 1,55 | ||||
| 2026-05-05 | 13F | Advantage Trust Co | 285 609 | 2,78 | 24 140 | -6,39 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 12 552 | 3,67 | 1 061 | -5,61 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 292 | 734,29 | 25 | 700,00 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 56 068 | 1,15 | 4 739 | -7,89 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 15 561 | 24,66 | 1 315 | 13,56 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 8 714 | 1 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 134 | 11 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 50 800 | 17,41 | 4 294 | 6,92 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 4 292 843 | 9,59 | 362 776 | -0,20 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 3 267 | 276 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 10 627 | 12,65 | 995 | 13,97 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1 442 448 | 11,51 | 133 859 | 110 527,27 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 445 778 | 5,87 | 37 677 | -3,57 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 14 997 | 9,08 | 1 268 | -0,63 | ||||
| 2026-04-28 | 13F | SBI Okasan Asset Management Co.Ltd. | 5 279 | 1,83 | 430 | -11,52 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2 889 | 34,62 | 244 | 22,61 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 7 777 | 27,32 | 657 | 16,08 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 9 450 | 173,91 | 799 | 149,38 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 13 128 939 | 1,44 | 1 070 402 | -10,88 | ||||
| 2026-04-08 | 13F | Orrstown Financial Services Inc | 234 992 | 9,01 | 19 862 | -0,72 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 172 227 | 68,31 | 14 557 | 53,29 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 439 640 | 27,32 | 37 158 | 15,96 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 7 143 | 5,90 | 604 | -3,52 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 234 442 | 11,34 | 104 335 | 1,41 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 29 570 | 17,91 | 2 499 | 7,39 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 13 547 | 9,16 | 1 145 | 1,96 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3 325 814 | 44,19 | 281 098 | 31,32 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 18 164 | 12,69 | 1 535 | 2,68 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 64 984 | 14,09 | 5 492 | 3,86 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 25 854 | 52,57 | 2 185 | 38,99 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 43 | 4 | ||||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 4 050 | 15,71 | 342 | 5,56 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 678 390 | 5,21 | 57 338 | -4,18 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 3 287 | 29,72 | 278 | 17,87 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1 657 | 0,30 | 140 | -8,50 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 215 646 | 9,34 | 18 226 | -0,42 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 29 595 | 99,55 | 2 501 | 81,76 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 6 062 | 2 479,57 | 512 | 2 338,10 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 4 007 | 8,65 | 339 | -1,17 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 24 | 0 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2 231 576 | 14,00 | 188 613 | 3,83 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 479 593 | 17,53 | 40 535 | 7,05 | ||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 48 624 | 4,37 | 4 110 | -4,95 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 43 981 | 3 758 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 98 750 | 100,80 | 8 346 | 82,91 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 4 039 | 44,15 | 341 | 31,15 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2 930 243 | 17,99 | 240 339 | 4,28 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 10 440 | 148,81 | 882 | 126,74 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 3 307 | 42,36 | 280 | 29,77 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 2 488 | 210 | ||||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 5 471 | 504 | ||||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 9 605 | 2,89 | 812 | -6,35 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 28 096 | 2 375 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 76 009 | 2 528,25 | 6 424 | 2 297,01 | ||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 1 303 | 3,00 | 110 | -5,98 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 18 381 | 5,10 | 1 554 | -4,25 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 56 072 | 52,18 | 4 739 | 38,61 | ||||
| 2026-04-21 | 13F | Aurdan Capital Management, LLC | 75 919 | 14,22 | 6 417 | 4,02 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 4 827 | 54,22 | 408 | 40,34 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 12 024 | 17,77 | 1 016 | 7,29 | ||||
| 2026-04-21 | 13F | Broadway Wealth Solutions, Inc. | 44 986 | 4,25 | 3 802 | -5,04 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 145 063 | 147,87 | 12 261 | 125,74 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 3 354 | 283 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1 450 | 541,59 | 123 | 510,00 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 11 038 | 26,47 | 1 | |||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 14 589 | 19,12 | 1 233 | 8,54 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 9 727 | 7,22 | 822 | -2,26 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 13 508 | 1 142 | ||||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 43 531 | 25,09 | 3 679 | 13,94 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 6 899 | 583 | ||||||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 6 734 | 5,90 | 569 | -3,56 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 11 306 | 7,44 | 956 | -2,15 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 63 750 | 5,21 | 5 443 | -3,20 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 369 434 | 3,12 | 31 225 | -6,08 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 55 | 3,77 | 5 | 0,00 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 8 476 | 91,50 | 716 | 74,63 | ||||
| 2026-04-22 | 13F | Strategic Planning Group, Llc | 2 579 | 3,37 | 218 | -5,63 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 10 430 | 882 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1 061 | 90 | ||||||
| 2026-04-13 | 13F | Trust Co | 421 866 | 4,61 | 35 656 | -4,72 | ||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 5 729 | 484 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 2 868 | 2,98 | 242 | -6,20 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 21 354 | 7,39 | 1 805 | -2,22 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 20 255 | 13,66 | 1 712 | 3,51 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 5 010 | 423 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 14 982 | 149,12 | 1 266 | 126,88 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 348 530 | 6,50 | 113 978 | -3,00 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 7 | 1 | ||||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 353 | 30 | ||||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 12 066 | 8,22 | 1 020 | -1,45 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 67 440 | 4,72 | 5 700 | -4,62 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 74 164 | 1,39 | 6 268 | -7,65 | ||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 160 789 | 5,64 | 13 590 | -3,79 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 21 078 | 2,91 | 1 782 | -6,26 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 26 045 | 0,86 | 2 417 | -0,17 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 20 036 | 14,48 | 1 693 | 4,25 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 211 610 | 9,91 | 17 885 | 0,10 |
