Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF, to m.in Heartland Bank & Trust Co, Ubs Asset Management Americas Inc, Premier Private Wealth Management LLC, Independent Wealth Network Inc., Endeavor Private Wealth, Inc., Romano Brothers And Company, PlanVest Financial, Inc, TCFG Investment Advisors, LLC, CMC Financial Group, Park National Corp /oh/, Ritter Daniher Financial Advisory LLC / DE, Laurel Oak Wealth Management, Llc, Plotkin Financial Advisors, LLC, TradeWell Securities, LLC., Leo Wealth, LLC, Sapient Capital Llc, Founders Financial Securities Llc, Grantvest Financial Group LLC, Alessandra Capital Management, LLC, i TRB Wealth Management, LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | Hartland & Co., LLC | 37 | 2,78 | 2 | 0,00 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 322 | 103,80 | 16 | 128,57 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 43 778 | 1,53 | 2 181 | 1,16 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1 311 | 77,88 | 65 | 80,56 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 222 253 | 16,78 | 60 880 | 16,36 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 16 976 | 0,88 | 846 | 0,48 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 53 546 | 10,33 | 2 667 | 9,93 | ||||
| 2026-05-14 | 13F | Integrity Wealth Advisors, Inc. | 11 850 | 83,01 | 590 | 82,10 | ||||
| 2026-04-10 | 13F | Novem Group | 5 083 | 253 | ||||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 6 632 | 0,74 | 330 | 0,30 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 4 524 | 225 | ||||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 206 776 | 48,75 | 10 300 | 48,21 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 172 500 | 2,93 | 8 592 | 2,57 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 5 757 | 0,66 | 287 | 0,35 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 26 364 | 1,87 | 1 313 | 1,55 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 6 705 | 0,15 | 334 | -0,30 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 62 542 | 0,36 | 3 115 | 0,00 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 95 029 | 3,52 | 4 733 | 3,14 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 550 | 27 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 30 120 | 4,55 | 1 500 | 4,17 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 116 735 | 57,97 | 5 835 | 57,96 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 184 855 | 57,18 | 9 211 | 56,68 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 97 976 | 949,44 | 4 880 | 947,21 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 11 376 | 567 | ||||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 139 471 | 8,57 | 6 947 | 8,19 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 584 447 | 7,24 | 29 111 | 6,86 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 38 759 | 80,00 | 1 931 | 79,37 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 72 629 | 612,54 | 3 618 | 610,61 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 160 | 1,27 | 8 | 0,00 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 28 495 | 14,60 | 1 419 | 14,16 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 127 | 78,87 | 6 | 100,00 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 3 950 | 11,24 | 197 | 10,73 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 258 680 | 6,98 | 12 885 | 6,59 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 7 280 | 26,85 | 363 | 26,57 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 5 838 | 1,51 | 291 | 1,05 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 20 043 | 36,43 | 998 | 35,97 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 7 378 | 367 | ||||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 2 201 | 110 | ||||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 5 551 | 276 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 88 281 | 4 397 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 536 683 | 23,50 | 26 743 | 23,04 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 45 879 | 2 285 | ||||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 1 102 | 55 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 318 440 | 1,40 | 15 861 | 1,04 | ||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 4 723 | 0,85 | 235 | 0,43 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 22 206 | 27,65 | 1 106 | 27,27 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 140 247 | 3,02 | 6 986 | 2,65 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 48 982 | 46,91 | 2 | 100,00 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 68 011 | 1,04 | 3 388 | 0,68 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 540 | 27 | ||||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 15 100 | 1,74 | 752 | 1,48 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 657 287 | 7,69 | 32 739 | 7,30 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 35 408 | 3,74 | 1 764 | 3,34 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 13 596 | 402,44 | 677 | 401,48 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 45 500 | 49,39 | 2 266 | 48,88 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 20 107 | 1 002 | ||||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 252 406 | 12,97 | 12 572 | 12,56 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 124 666 | 6 210 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 182 012 | 5,11 | 9 | 12,50 | ||||
| 2026-05-13 | 13F | Carter Financial, LLC | 238 837 | 14,94 | 11 896 | 14,53 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 4 106 569 | 0,98 | 204 548 | 0,62 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 316 302 | 7,60 | 15 755 | 7,22 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 120 237 | 136,48 | 5 989 | 135,66 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 6 688 | 14,05 | 333 | 13,65 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 31 163 | 44,02 | 1 552 | 43,57 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 1 123 | 0 | ||||||
| 2026-05-11 | 13F | Condor Capital Management | 62 696 | 19,98 | 3 123 | 19,53 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 45 787 | 2,87 | 2 281 | 2,47 | ||||
| 2026-05-08 | 13F | CMC Financial Group | 12 706 | 633 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5 782 914 | 4,72 | 288 047 | 4,35 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 45 458 | 25,39 | 2 264 | 24,94 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 93 770 | 4,03 | 4 671 | 3,66 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 740 868 | 33,36 | 37 | 33,33 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 15 077 | 76,01 | 751 | 75,23 | ||||
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 63 435 | 422,49 | 3 160 | 421,29 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 18 139 | 5,71 | 904 | 5,37 | ||||
| 2026-05-15 | 13F | Fmr Llc | 212 | 11 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 16 387 | 9,52 | 816 | 9,24 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 47 284 | 0,04 | 2 364 | 0,42 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 7 682 | 383 | ||||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 5 481 | 4,44 | 273 | 4,20 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 121 | 6 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 6 219 | 42,60 | 311 | 42,86 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 250 985 | 90,44 | 12 502 | 89,75 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 3 375 | 1,99 | 169 | 2,44 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 208 437 | 5,96 | 10 382 | 5,58 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 702 | 35 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 882 346 | 7,73 | 43 950 | 7,35 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 122 572 | 17,83 | 6 110 | 16,89 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 18 665 | 11,57 | 930 | 11,12 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 45 819 | 32,64 | 2 282 | 32,21 | ||||
| 2026-05-14 | 13F | Betterment LLC | 4 240 | 3,34 | 0 | |||||
| 2026-04-17 | 13F | Certified Advisory Corp | 6 452 | 3,20 | 321 | 2,88 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 51 895 | 37,55 | 2 585 | 37,01 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 36 988 | 18,91 | 1 842 | 18,46 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 4 280 | 213 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 60 430 | 9,30 | 3 010 | 8,94 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2 001 550 | 11,86 | 99 697 | 11,46 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 19 370 | 19,82 | 965 | 19,31 | ||||
| 2026-04-30 | 13F | Alessandra Capital Management, LLC | 4 900 | 244 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 3 242 866 | 12,99 | 161 527 | 12,58 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 16 370 | 0,37 | 815 | 0,00 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 48 405 | 357,60 | 2 411 | 356,63 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 5 516 | 22,99 | 275 | 22,77 | ||||
| 2026-05-11 | 13F | Fairway Financial, LLC | 142 132 | 1,87 | 7 080 | 1,51 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 120 305 | 8,34 | 5 992 | 7,94 | ||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 12 817 | 5,43 | 638 | 5,11 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 610 228 | 33,14 | 30 395 | 32,66 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 194 | 10 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 138 702 | 216,66 | 6 909 | 215,58 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 178 790 | 7,46 | 8 906 | 7,07 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 315 355 | 5,62 | 15 708 | 5,24 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 435 659 | 0,15 | 21 700 | -0,21 | ||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 63 570 | 3 166 | ||||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 32 586 | 58 089,29 | 1 623 | 81 050,00 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 5 995 | 300 | ||||||
| 2026-04-21 | 13F | Chiron Capital Management, Llc | 6 993 | 5,27 | 348 | 5,45 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 20 581 | 211,46 | 1 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 142 060 | 46,55 | 7 076 | 46,05 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 71 458 | 5,02 | 3 559 | 4,65 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 143 | 7 | ||||||
| 2026-04-08 | 13F | Wisconsin Wealth Advisors, LLC | 35 258 | 7,61 | 1 756 | 7,27 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 9 053 | 57,50 | 451 | 56,79 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 74 544 | 7,38 | 3 713 | 7,00 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 23 016 | 1 146 | ||||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 7 068 | 9,39 | 352 | 9,32 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 23 548 | 22,02 | 1 173 | 21,58 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 224 890 | 2,30 | 11 202 | 1,93 | ||||
| 2026-04-27 | 13F | Northeast Planning Associates, Inc. / Nh / | 68 646 | 2,10 | 3 419 | 1,73 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 4 951 | 0,14 | 247 | -0,40 | ||||
| 2026-04-14 | 13F | Searcy Financial Services Inc /adv | 437 090 | 3,53 | 21 771 | 3,16 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 43 438 | 2 164 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 730 620 | 38,14 | 36 392 | 37,65 | ||||
| 2026-04-15 | 13F | Mainsail Financial Group, LLC | 154 233 | 6,30 | 7 682 | 5,91 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 11 939 | 595 | ||||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 1 023 | 0,99 | 51 | 0,00 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 405 775 | 7,80 | 20 212 | 7,41 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 23 070 | 15,21 | 1 149 | 14,90 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 14 918 | 2,56 | 743 | 2,20 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 15 352 826 | 8,50 | 764 724 | 8,11 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 37 545 | 27,82 | 1 870 | 186 900,00 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 51 512 | 4,24 | 2 566 | 3,85 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 483 115 | 23,90 | 24 064 | 126 547,37 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 18 476 | 19,72 | 920 | 19,33 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 58 227 | 22,79 | 2 900 | 22,36 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 36 601 | 31,28 | 1 823 | 30,87 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 15 389 | 3,43 | 767 | 3,10 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 255 771 | 5 028,75 | 12 740 | 5 016,06 | ||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 379 432 | 4,58 | 18 896 | 4,22 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 50 290 | 5,06 | 2 514 | 5,46 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 203 666 | 2,97 | 10 145 | 2,60 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 278 055 | 10,07 | 13 850 | 9,67 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 6 679 | 333 | ||||||
| 2026-04-30 | 13F | Arbor Capital Management Inc /adv | 9 868 | 0,01 | 494 | 0,00 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 119 024 | 0,19 | 5 929 | -0,17 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 234 889 | 39,42 | 11 700 | 38,91 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 85 015 | 8,65 | 4 235 | 8,26 | ||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 9 200 | 458 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 11 533 | 4,79 | 574 | 4,36 | ||||
| 2026-04-24 | 13F | ProCore Advisors, LLC | 37 719 | 72,16 | 1 879 | 71,51 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 895 651 | 20,97 | 44 612 | 20,54 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 6 943 | 3,12 | 346 | 2,68 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 1 127 689 | 6,90 | 56 170 | 6,51 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 10 185 | 507 | ||||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 11 607 | 4,63 | 578 | 4,33 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 227 836 | 11,28 | 11 349 | 10,89 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 447 057 | 39,01 | 22 268 | 38,51 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 36 944 | 0,16 | 1 840 | -0,16 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 177 725 | 28,69 | 8 852 | 28,23 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 22 852 | 1 138 | ||||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 10 454 | 23,25 | 521 | 22,93 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 10 079 | 56,87 | 502 | 56,39 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 0 | 0 | ||||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 18 037 | 898 | ||||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 76 862 | 3,67 | 3 828 | 3,29 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 42 149 | 6,31 | 2 099 | 5,96 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 10 390 | 34,88 | 518 | 34,29 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 189 086 | 24,74 | 9 418 | 24,30 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 18 004 | 8,15 | 897 | 7,69 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 374 703 | 246,46 | 18 664 | 245,23 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 4 478 | 0,79 | 223 | 0,45 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 6 464 | 5,31 | 322 | 4,90 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 7 914 | 1,42 | 394 | 1,03 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 22 053 | 1 098 | ||||||
| 2026-04-27 | 13F | Insight Inv LLC | 52 133 | 10,38 | 2 597 | 9,95 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 169 216 | 10,75 | 8 429 | 10,36 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 39 251 | 30,40 | 1 956 | 29,99 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 65 706 | 3 273 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 4 100 | 9,33 | 204 | 9,09 | ||||
| 2026-05-14 | 13F | Rubicon Advisors, GP | 14 465 | 1,20 | 721 | 0,84 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 12 336 806 | 7,17 | 614 496 | 6,79 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 9 209 | 96,35 | 459 | 95,73 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 113 616 | 5 659 | ||||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 13 971 | 45,53 | 696 | 45,09 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 5 702 | 53,24 | 283 | 52,15 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 27 586 | 2,69 | 1 374 | 2,38 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 184 095 | 18,04 | 9 170 | 18,08 | ||||
| 2026-05-13 | 13F | Capital CS Group, LLC | 10 253 | 0,29 | 511 | -0,20 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3 000 | 5,52 | 149 | 4,93 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 4 595 | 229 | ||||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 68 256 | 1,62 | 3 400 | 1,25 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 909 130 | 6,63 | 45 284 | 6,24 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 833 477 | 1,50 | 41 515 | 1,14 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 234 206 | 18,23 | 11 666 | 17,79 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2 551 727 | 7,21 | 127 102 | 6,83 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 38 556 | 6,66 | 1 920 | 6,25 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 4 721 | 235 | ||||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 6 687 | 1,67 | 333 | 1,52 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 193 738 | 1,29 | 9 650 | 0,96 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 15 027 | 887,97 | 748 | 884,21 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 152 991 | 83,22 | 7 621 | 82,56 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 11 884 | 1,89 | 592 | 1,37 | ||||
| 2026-05-04 | 13F | Moment Partners, LLC | 4 147 | 207 | ||||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 481 | 24 | ||||||
| 2026-05-05 | 13F | Helium Advisors LLC | 20 861 | 1,02 | 1 039 | 0,68 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 32 450 | 1 616 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 47 689 | 0,67 | 2 375 | 0,30 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 1 207 824 | 46,42 | 60 379 | 47,01 | ||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 53 103 | 2 645 | ||||||
| 2026-05-13 | 13F | GKV Capital Management Co., Inc. | 32 | 2 | ||||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 354 019 | 86,76 | 17 634 | 86,10 | ||||
| 2026-04-13 | 13F | TradeWell Securities, LLC. | 8 356 | 416 | ||||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 434 819 | 3,30 | 21 658 | 2,93 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 10 611 | 6,30 | 529 | 6,02 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 9 411 | 469 | ||||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 7 243 | 14 386,00 | 361 | -0,55 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 14 120 | 7,18 | 704 | 6,84 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 294 031 | 7 161,82 | 14 646 | 7 150,00 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 142 243 | 2,30 | 7 085 | 1,94 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 4 739 | 0,38 | 236 | 0,00 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 140 622 | 15,87 | 7 004 | 15,46 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 1 520 880 | 15,09 | 75 755 | 14,68 | ||||
| 2026-05-13 | 13F | Abbot Financial Management, Inc. | 54 031 | 3,82 | 2 691 | 3,46 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 279 354 | 3,20 | 13 965 | 3,61 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 13 576 | 14,99 | 676 | 14,58 | ||||
| 2026-05-12 | 13F | Creative Planning | 13 570 | 45,18 | 676 | 44,54 | ||||
| 2026-04-27 | 13F | Dominguez Wealth Management Solutions, Inc. | 65 855 | 1,64 | 3 280 | 1,27 | ||||
| 2026-05-05 | 13F | UBS Group AG | 4 736 195 | 2,70 | 235 910 | 2,33 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 16 347 | 2,79 | 817 | 3,29 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 5 311 | 3,31 | 265 | 3,13 | ||||
| 2026-04-13 | 13F | TL Private Wealth | 337 106 | 1,29 | 16 852 | 0,91 | ||||
| 2026-04-23 | 13F | Ferguson Shapiro LLC | 90 590 | 6,08 | 4 512 | 5,72 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 5 920 | 6,00 | 295 | 5,38 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 186 130 | 6,69 | 9 271 | 6,31 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 43 | 230,77 | 2 | |||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 30 385 | 24,02 | 1 513 | 23,61 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 39 293 | 2,97 | 1 957 | 2,62 | ||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 311 459 | 1,99 | 15 514 | 1,62 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 558 041 | 13,71 | 27 796 | 13,30 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 196 111 | 9 768 | ||||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 30 141 | 1,20 | 1 501 | 0,87 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 12 217 | 256,08 | 609 | 255,56 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 121 692 | 16,41 | 6 083 | 16,87 | ||||
| 2026-04-10 | 13F | Ballew Advisors, Inc | 12 266 | 4,25 | 613 | 3,90 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 692 483 | 2,91 | 34 500 | 2,53 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 38 | 2 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 33 683 | 3,36 | 1 678 | 2,95 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 81 307 | 6,49 | 4 050 | 6,11 | ||||
| 2026-05-01 | 13F | Smart Portfolios, LLC | 11 428 | 3,25 | 569 | 2,89 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 190 090 | 8,75 | 9 468 | 8,35 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 19 | 1 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 62 | 3 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 643 464 | 68,24 | 31 884 | 66,76 | ||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 263 945 | 5,52 | 13 036 | 4,35 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1 176 318 | 14,87 | 58 804 | 117 508,00 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 5 346 | 12,90 | 266 | 12,71 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 314 942 | 2,46 | 15 687 | 2,10 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1 870 625 | 28,64 | 93 176 | 28,18 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 1 090 | 54 | ||||||
| 2026-04-15 | 13F | City Holding Co | 55 435 | 1,18 | 2 761 | 0,84 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 32 335 | 29,87 | 1 611 | 29,42 |
