Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Global X Funds - Global X U.S. Infrastructure Development ETF, to m.in Teamwork Financial Advisors, LLC, Cavalier Investments, LLC, Banque Transatlantique SA, Alaska Permanent Capital Management, Balyasny Asset Management Llc, Diversify Wealth Management, Llc, Vectors Research Management, LLC, Private Wealth Advisors, LLC, Courier Capital Llc, Uniting Wealth Partners, LLC, Cornerstone Wealth, LLC/TN, APCM Wealth Management for Individuals, Modern Wealth Management, LLC, Commerce Advisors, LLC, Sonoma Allocations LLC, Henrickson Nauta Wealth Advisors, Inc., Lifestyle Asset Management, Inc., Laffer Investments, Stableford Capital Ii Llc, i Petra Financial 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.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 14 042 | 714 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 23 829 | 11,45 | 1 211 | 18,51 | ||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 95 387 | 3,67 | 4 847 | 10,24 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 1 221 025 | 1,31 | 62 040 | 7,71 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 45 683 | 52,29 | 2 321 | 61,97 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 4 637 | 9,60 | 236 | 16,34 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 16 118 | 21,88 | 819 | 29,64 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 165 898 | 353,73 | 8 429 | 382,48 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 228 | 12 | ||||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 5 130 | 21,45 | 261 | 29,35 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 4 999 | 0,46 | 254 | 7,17 | ||||
| 2026-05-12 | 13F | Vestcor Inc | 9 170 | 3,09 | 0 | |||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 61 885 | 68,22 | 3 144 | 78,84 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1 202 779 | 23,82 | 61 126 | 31,57 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 133 962 | 2,85 | 6 854 | 10,16 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 455 | 23 | ||||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 63 | 3 | ||||||
| 2026-05-15 | 13F | Rothschild Capital Partners, LLC | 24 353 | 1 237 | ||||||
| 2026-04-22 | 13F | CrossGen Wealth, LLC | 10 151 | 0,50 | 516 | 6,85 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 4 579 | 233 | ||||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 14 259 | 26,52 | 725 | 34,57 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 1 493 832 | 132,54 | 76 | 150,00 | ||||
| 2026-05-04 | 13F | Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 62 840 | 33,39 | 3 193 | 41,36 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 115 992 | 5,92 | 5 894 | 12,61 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 12 071 | 613 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 14 302 | 1,38 | 727 | 7,72 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 717 | 12,56 | 36 | 20,00 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 6 028 | 306 | ||||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 518 | 0,58 | 26 | 8,33 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 15 039 | 54,26 | 777 | 67,10 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 8 460 | 5,98 | 430 | 12,60 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 18 702 | 42,70 | 950 | 51,76 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 309 | 16 | ||||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 876 826 | 69,53 | 44 552 | 79,01 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 25 866 | 1 314 | ||||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 261 279 | 1,26 | 13 276 | 6,93 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 7 700 | 60,42 | 391 | 70,74 | |||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 44 201 | 6,81 | 2 246 | 13,56 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 1 884 | 181,19 | 96 | 196,88 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 19 102 | 971 | ||||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 274 026 | 1,56 | 13 923 | 7,98 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 4 947 | 251 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 875 996 | 16,92 | 44 509 | 24,31 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 120 731 | 0,36 | 6 134 | 6,27 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 5 056 | 0,56 | 257 | 6,67 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 26 310 | 1 337 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 43 186 | 7,00 | 2 194 | 13,80 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 35 947 | 558,37 | 1 826 | 602,31 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 30 081 | 1,39 | 1 528 | 7,83 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 500 | 25 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 566 157 | 1,22 | 27 011 | 1,39 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 9 775 | 22,57 | 497 | 30,18 | ||||
| 2026-04-15 | 13F | Avondale Wealth Management | 6 828 | 3,96 | 347 | 10,54 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 393 120 | 2,44 | 19 974 | 8,92 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 75 537 | 43,91 | 3 838 | 53,03 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 210 477 | 0,73 | 10 694 | 7,09 | ||||
| 2026-04-28 | 13F | Nvest Financial, LLC | 48 323 | 31,01 | 2 455 | 39,33 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 67 889 | 581,82 | 3 449 | 626,11 | ||||
| 2026-05-20 | 13F | Norris Financial Group, LLC | 36 420 | 3,84 | 1 850 | 10,38 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 4 060 | 206 | ||||||
| 2026-05-08 | 13F | Highview Capital Management LLC/DE/ | 5 992 | 304 | ||||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 18 200 | 925 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 69 338 | 33,84 | 3 584 | 44,81 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1 392 | 67 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 30 885 | 111,95 | 1 569 | 125,43 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 9 344 | 4,12 | 475 | 10,72 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 63 | 1 475,00 | 3 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 21 217 | 67,12 | 1 078 | 77,89 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 4 525 | 247 | ||||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 1 098 | 54,21 | 56 | 61,76 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 70 693 | 108,53 | 4 | 200,00 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 47 247 | 8,61 | 2 668 | 25,14 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 10 378 | 2,06 | 527 | 8,66 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 837 150 | 6,71 | 42 536 | 13,45 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 1 205 | 0,67 | 61 | 7,02 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 30 084 | 5,90 | 1 529 | 4,59 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 12 213 | 66,62 | 621 | 77,14 | ||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 16 557 | 16,90 | 841 | 24,41 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 6 410 678 | 35,35 | 315 341 | 39,31 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 80 | 4 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 20 129 | 10,51 | 1 023 | 17,47 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 4 257 | 0 | ||||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 9 809 | 498 | ||||||
| 2026-04-21 | 13F | WT Wealth Management | 100 857 | 12,82 | 5 125 | 19,94 | ||||
| 2026-04-08 | 13F | Exchange Bank | 10 894 | 63,79 | 554 | 74,45 | ||||
| 2026-05-15 | 13F | Cavalier Investments, LLC | Call | 100 000 | 5 081 | |||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 5 192 | 286 | ||||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 5 279 | 0,44 | 252 | 0,80 | ||||
| 2026-05-05 | 13F | Vectors Research Management, LLC | 43 213 | 2 196 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 28 758 | 11,35 | 1 461 | 18,40 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 101 | 5,21 | 5 | 25,00 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 94 | 5 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 65 343 | 3 | ||||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 8 304 | 0,07 | 422 | 6,31 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 128 447 | 8,72 | 6 526 | 15,61 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 520 | 0,78 | 26 | 8,33 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 6 286 | 7,01 | 319 | 13,93 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 64 740 | 24,18 | 3 289 | 32,04 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 17 730 | 94,77 | 901 | 106,90 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 5 447 | 3,32 | 277 | 9,96 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 606 022 | 0,39 | 30 792 | 6,73 | ||||
| 2026-04-27 | 13F | Altus Wealth Group LLC | 7 850 | 2,61 | 399 | 9,04 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 650 | 0 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 46 950 | 88,04 | 2 386 | 99,92 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 255 977 | 3,43 | 13 006 | 9,97 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 27 772 | 0,18 | 1 411 | 6,57 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 10 660 740 | 4,33 | 541 672 | 10,92 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 3 969 | 202 | ||||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 1 625 956 | 8,83 | 82 615 | 15,70 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 16 949 | 1,07 | 861 | 7,49 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 156 752 | 2,82 | 7 965 | 9,32 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 28 243 | 9,60 | 1 435 | 16,57 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 7 790 | 149,28 | 396 | 165,10 | ||||
| 2026-05-14 | 13F | Thryve Wealth Management Llc | 162 940 | 3,56 | 8 279 | 10,09 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 7 640 | 17,50 | 388 | 25,16 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 55 | 3 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 35 890 | 6,35 | 1 824 | 13,09 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 5 556 | 282 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 181 548 | 25,20 | 9 224 | 33,12 | ||||
| 2026-05-15 | 13F | Copley Financial Group, Inc. | 132 333 | 5,23 | 6 724 | 11,88 | ||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 115 273 | 0,62 | 5 857 | 7,00 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 14 629 | 13,44 | 743 | 20,62 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 362 195 | 5,07 | 18 403 | 11,71 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 25 648 | 365,14 | 1 303 | 395,44 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 28 351 | 4,23 | 1 | 0,00 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 31 683 | 62,39 | 1 514 | 62,97 | ||||
| 2026-05-19 | 13F/A | Eley Financial Management, Inc | 5 315 | 270 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1 692 | 3,68 | 86 | 10,39 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 671 | 294,71 | 34 | 325,00 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 60 779 | 6,83 | 3 088 | 12,82 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 294 | 913,79 | 15 | 1 300,00 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 6 022 | 36,28 | 306 | 44,55 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 11 081 | 12,14 | 563 | 19,28 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 273 213 | 19,73 | 13 882 | 27,29 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 66 543 | 4,71 | 3 180 | 5,09 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 282 611 | 0,29 | 14 359 | -0,32 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 5 744 | 255,23 | 275 | 255,84 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 2 044 | 0,10 | 104 | 6,19 | ||||
| 2026-05-13 | 13F | Peck Wealth Management, LLC | 48 740 | 2,25 | 2 476 | 8,74 | ||||
| 2026-04-10 | 13F | Connecticut Capital Management Group, LLC | 4 226 | 215 | ||||||
| 2026-05-07 | 13F | REDW Wealth LLC | 52 364 | 4,07 | 2 661 | 10,65 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 50 560 | 2 787 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 234 | 13 | ||||||
| 2026-04-23 | 13F | Embree Financial Group | 6 191 | 3,32 | 315 | 9,79 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 29 544 | 0,01 | 1 501 | 6,38 | ||||
| 2026-04-30 | 13F | Cookson Peirce & Co Inc | 17 245 | 4,24 | 876 | 10,89 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 5 768 | 0,09 | 293 | 6,55 | ||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 15 620 | 76,76 | 794 | 87,91 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 28 053 | 122,94 | 1 425 | 137,10 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 94 045 | 4 439 | ||||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 1 005 | 51 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 27 781 | 13,40 | 1 116 | -4,70 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 333 425 | 93,73 | 16 941 | 105,99 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 11 474 | 583 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 379 930 | 2,27 | 19 304 | 8,74 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 36 593 | 1 859 | ||||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 60 | 100,00 | 3 | 200,00 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 37 983 | 118,68 | 1 930 | 132,41 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 25 817 | 394,01 | 1 312 | 426,51 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 213 107 | 3,25 | 10 828 | 9,77 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 90 990 | 15,59 | 4 623 | 22,92 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 112 472 | 16,40 | 5 715 | 23,76 | ||||
| 2026-04-20 | 13F | McMahon Financial Advisors, LLC | 335 872 | 4,75 | 17 066 | 11,37 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 27 247 | 43,73 | 1 384 | 52,93 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 74 833 | 17,27 | 3 802 | 24,70 | ||||
| 2026-05-04 | 13F | Bank Hapoalim Bm | 117 840 | 34,15 | 6 | 25,00 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 551 407 | 3,40 | 28 017 | 9,93 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 2 695 326 | 300,01 | 136 950 | 325,29 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 4 087 573 | 40,23 | 207 690 | 49,09 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 4 742 | 138,05 | 241 | 152,63 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 380 581 | 14,52 | 19 | 26,67 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 9 116 | 18,74 | 463 | 26,50 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 4 344 | 5,41 | 221 | 12,24 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 9 761 | 88,84 | 496 | 100,40 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 8 147 | 414 | ||||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 5 541 | 282 | ||||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 156 | 8 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 109 269 | 1,09 | 5 552 | 7,47 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 120 | 0 | ||||||
| 2026-05-15 | 13F | Trask Adam Roland | 300 | 15 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 24 099 | 124,62 | 1 224 | 139,06 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 21 337 | 1 084 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 776 | 0,78 | 39 | 8,33 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 274 142 | 32,13 | 13 647 | 37,64 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 79 127 | 88,96 | 4 020 | 101,50 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 39 410 | 8,34 | 2 002 | 15,19 | ||||
| 2026-04-10 | 13F | Finivi Inc. | 15 093 | 0,02 | 767 | 6,24 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 3 000 | 152 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 17 993 | 10,35 | 914 | 17,33 | ||||
| 2026-04-10 | 13F | Novem Group | 3 963 | 201 | ||||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 69 067 | 7,92 | 3 509 | 14,75 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 206 | 0,49 | 10 | 11,11 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 11 677 | 1,33 | 593 | 7,82 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 9 031 | 459 | ||||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 15 984 | 0,43 | 812 | 6,84 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 20 | 1 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 3 935 893 | 14,97 | 199 776 | 22,52 | ||||
| 2026-01-29 | 13F | Comerica Bank | 57 823 | 8,28 | 2 763 | 8,65 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 21 818 | 112,71 | 1 109 | 126,12 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 3 750 | 0,03 | 191 | 6,15 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 19 310 | 0,31 | 981 | 6,75 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 5 034 | 49,07 | 256 | 58,39 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 8 938 139 | 43,26 | 454 | 51,84 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 179 531 | 91,40 | 9 122 | 103,50 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 7 678 | 51,50 | 390 | 61,16 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 17 084 | 3,85 | 868 | 10,43 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 36 029 | 5,21 | 1 831 | 11,86 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 82 279 | 2,12 | 4 181 | 8,57 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 570 | 29 | ||||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 4 383 | 223 | ||||||
| 2026-05-13 | 13F | Laffer Investments | 10 000 | 508 | ||||||
| 2026-04-07 | 13F | Deane Retirement Strategies, Inc. | 99 448 | 5 047 | ||||||
| 2026-05-13 | 13F | GSG Advisors LLC | 7 809 | 0,66 | 397 | 7,03 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 50 | 3 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 16 695 | 33,86 | 848 | 42,04 | ||||
| 2026-05-14 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 26 275 | 7,30 | 1 335 | 14,10 | ||||
| 2026-04-22 | 13F | Quattro Financial Advisors Llc | 3 937 | 200 | ||||||
| 2026-05-05 | 13F | Bluedoor Private Wealth, Llc | 13 788 | 9,23 | 701 | 16,09 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 9 958 | 8,22 | 506 | 15,03 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 49 547 | 2 517 | ||||||
| 2026-05-12 | 13F | Creative Planning | 96 428 | 32,15 | 4 899 | 40,49 | ||||
| 2026-05-12 | 13F | Holderness Investments Co | 4 761 | 0,72 | 242 | 7,11 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 607 | 0,33 | 31 | 7,14 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 18 171 | 15,69 | 923 | 23,07 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 4 571 | 26,17 | 232 | 34,10 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 129 724 | 45,29 | 4 013 | -10,96 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 49 | 0 | ||||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 25 296 | 1 410 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 304 508 | 22,02 | 14 557 | 22,06 | ||||
| 2026-04-15 | 13F | Peoples Bank/KS | 4 050 | 206 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 4 350 | 0,05 | 221 | 6,76 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 767 | 39 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 758 | 5,57 | 39 | 11,76 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 460 523 | 17,01 | 23 399 | 129 894,44 | ||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 5 352 | 4,59 | 272 | -4,24 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 226 | 11 | ||||||
| 2026-04-20 | 13F | Courier Capital Llc | 31 432 | 1 597 | ||||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 8 404 | 7,69 | 403 | 8,63 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 184 315 | 1,15 | 9 365 | 6,25 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 28 032 | 811,91 | 1 424 | 875,34 | ||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 208 658 | 1,40 | 10 602 | 7,80 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 3 134 | 0,77 | 159 | 7,43 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 26 329 | 0,91 | 1 338 | 7,30 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 911 557 | 3,77 | 46 316 | 10,33 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 2 110 | 107 | ||||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 29 078 | 2,37 | 1 477 | 8,77 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 37 141 | 5,16 | 1 887 | 11,86 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 4 602 | 234 | ||||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 16 519 | 19,61 | 839 | 27,12 | ||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 4 027 | 205 | ||||||
| 2026-04-24 | 13F | Alaska Permanent Capital Management | 78 898 | 4 009 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 7 265 | 369 | ||||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 4 155 | 211 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 25 129 | 1 277 | ||||||
| 2026-05-13 | 13F | Alpha Financial Partners, LLC | 9 382 | 0,67 | 477 | 6,97 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 4 490 | 0,11 | 228 | 6,54 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 13 451 | 683 | ||||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 33 336 | 0,01 | 1 694 | 6,34 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 7 057 | 3,29 | 359 | 9,82 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 68 903 | 24,61 | 3 501 | 32,48 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 3 110 | 6,33 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 31 131 | 7,58 | 1 489 | 7,90 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 119 783 | 11,76 | 6 086 | 18,82 | ||||
| 2026-05-08 | 13F | Walleye Trading LLC | 4 155 | 211 | ||||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 6 918 | 7,01 | 352 | 13,96 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 53 000 | 35,36 | 2 693 | 43,88 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 925 | 47 | ||||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 359 306 | 18 256 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 19 848 | 55,03 | 1 008 | 64,98 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 86 | 72,00 | 4 | 100,00 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 40 474 | 0,01 | 2 056 | 6,03 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 49 520 | 3,84 | 2 367 | 4,18 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 193 855 | 10,48 | 9 850 | 17,46 | ||||
| 2026-05-04 | 13F | 5th Street Advisors, LLC | 158 430 | 4,42 | 8 050 | 11,01 | ||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 12 063 | 38,42 | 613 | 46,06 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 128 131 | 2,93 | 6 510 | 9,43 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 4 408 | 0,41 | 224 | 6,70 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 9 330 | 50,12 | 474 | 59,60 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 9 658 | 7,03 | 491 | 13,69 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 470 | 24 | ||||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 32 235 | 627,32 | 1 638 | 675,83 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 7 481 | 4,85 | 380 | 8,88 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 17 107 | 869 | ||||||
| 2026-04-28 | 13F | Fundamentun, Llc | 5 135 | 0,65 | 261 | 7,00 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 6 492 | 16,93 | 330 | 24,15 | ||||
| 2026-05-12 | 13F | Chicago Wealth Management, Inc. | 195 365 | 9 926 | ||||||
| 2026-05-08 | 13F | AMJ Financial Wealth Management | 11 636 | 66,37 | 591 | 76,95 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 50 184 | 142,00 | 2 550 | 157,21 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 7 659 | 2,70 | 389 | 9,27 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 41 712 | 16,34 | 2 119 | 23,70 | ||||
| 2026-05-14 | 13F | Morse Asset Management, Inc | 76 | 35,71 | 4 | 50,00 | ||||
| 2026-05-12 | 13F | Channel Wealth Llc | 4 096 | 208 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 1 816 | 0,06 | 0 | |||||
| 2026-05-13 | 13F | Franklin Resources Inc | 1 133 | 58 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 610 656 | 8,06 | 81 837 | 14,88 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 83 250 | 135,10 | 4 230 | 149,94 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 665 439 | 1,58 | 33 811 | 8,00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 4 300 | 218 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 13 500 | 25,00 | 686 | 32,75 | |||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 57 115 | 3,62 | 3 | 0,00 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 1 013 | 51 | ||||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 70 507 | 20,64 | 3 582 | 28,25 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 604 | 31 | ||||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 22 339 | 26,22 | 1 135 | 34,32 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 295 | 45,32 | 15 | 55,56 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 17 013 | 875 | ||||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 118 443 | 0,51 | 6 018 | 6,87 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 556 | 28 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 82 632 | 4,37 | 4 199 | 10,97 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 297 545 | 31,67 | 65 928 | 39,99 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 129 135 | 2,92 | 6 561 | 9,42 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 20 268 | 1 048 | ||||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 81 054 | 4 118 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 18 931 | 3,38 | 962 | 9,83 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 5 437 | 21,20 | 276 | 28,97 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3 288 479 | 8,28 | 167 088 | 15,13 | ||||
| 2026-02-04 | 13F | AIFG Consultants Ltd. | 19 194 | 0,99 | 917 | 1,33 | ||||
| 2026-05-07 | 13F | 360 Financial, Inc. | 375 953 | 1,43 | 19 102 | 7,84 | ||||
| 2026-01-16 | 13F | Compagnie Lombard Odier SCmA | 0 | 0 | ||||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 40 658 | 230,53 | 2 066 | 251,79 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 8 675 381 | 13,73 | 440 796 | 20,92 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 1 079 | 509,60 | 55 | 575,00 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 48 292 | 11,64 | 2 454 | 18,67 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 4 285 | 0,54 | 218 | 6,90 | ||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 7 820 | 1,51 | 397 | 7,88 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 544 594 | 16,14 | 27 671 | 23,48 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 43 988 | 2 235 | ||||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 53 800 | 2 734 | ||||||
| 2026-05-11 | 13F | Guardian Capital, LLC | 8 470 | 3,04 | 430 | 9,69 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 153 554 | 1,97 | 7 802 | 7,67 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 30 548 | 307,31 | 1 552 | 333,52 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 6 129 | 0,23 | 311 | 6,51 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 31 724 | 1,28 | 1 612 | 7,62 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 767 | 0,66 | 39 | 5,56 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 27 502 | 1,42 | 1 397 | 7,88 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 40 219 | 3,94 | 2 044 | 10,49 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 91 163 | 2 375,91 | 4 632 | 2 546,29 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 17 372 | 883 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 19 410 | 7,90 | 986 | 14,78 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 448 | 0,45 | 23 | 4,76 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 5 115 | 260 | ||||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 39 847 | 2 025 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 81 439 | 4,94 | 4 138 | 11,57 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 4 473 | 0,63 | 227 | 7,08 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 35 | 2 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 13 918 | 28,63 | 707 | 36,75 | ||||
| 2026-04-07 | 13F | Eastern Bank | 44 | 2 | ||||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 281 | 14 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 50 974 | 9,44 | 2 590 | 16,36 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 43 | 0 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 3 738 | 201 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 16 300 | 828 | |||||
| 2026-04-30 | 13F | Csenge Advisory Group | 4 027 | 205 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 21 260 | 73,52 | 1 080 | 84,62 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 25 969 | 0,60 | 1 342 | 8,84 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 8 406 | 8,21 | 427 | 15,09 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 1 620 | 140,00 | 82 | 156,25 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 1 816 958 | 2,99 | 92 320 | 8,87 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 40 600 | 119,46 | 2 063 | 133,26 | |||
| 2026-04-08 | 13F | Warner Financial, Inc | 5 843 | 0,31 | 297 | |||||
| 2026-05-04 | 13F | Entelevest, LLC | Call | 100 | 5 | |||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 43 328 | 1,94 | 2 201 | 8,37 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 202 | 1,00 | 10 | 11,11 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 6 292 | 1,80 | 320 | 8,14 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 181 | 686,96 | 9 | 800,00 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 7 575 | 29,95 | 385 | 38,13 | ||||
| 2026-05-15 | 13F | Fmr Llc | 82 421 | 11,30 | 4 188 | 18,31 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 137 777 | 5,44 | 7 000 | 12,11 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 15 260 | 44,59 | 1 | |||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 37 615 | 3,89 | 1 911 | 10,46 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 15 279 | 8,33 | 776 | 15,13 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 15 703 | 3,70 | 798 | 10,24 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 3 265 | 2,19 | 166 | 8,55 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 14 524 | 0,08 | 738 | 6,35 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 206 | 0,98 | 10 | 11,11 | ||||
| 2026-05-12 | 13F | Provident Co of the Employees of the Hebrew University LTD | 103 955 | 60,30 | 5 282 | 69,26 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 40 656 | 76,67 | 2 066 | 87,90 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 6 | -93,55 | ||||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 4 759 | 0,30 | 242 | 6,64 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 14 756 | 9,35 | 750 | 16,30 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 21 834 | 0,39 | 1 109 | 6,02 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 63 480 | 1,61 | 3 225 | 8,04 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 27 436 | 1 394 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 479 784 | 28,49 | 24 | 41,18 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 6 320 | 2,12 | 321 | 8,81 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 4 669 | 2,17 | 237 | 8,72 | ||||
| 2026-05-14 | 13F | Stamos Capital Partners, L.p. | 94 151 | 1,23 | 4 784 | 7,63 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 1 567 475 | 46,03 | 79 643 | 55,26 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 89 846 | 6,49 | 4 565 | 13,22 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 23 133 | 69,86 | 1 175 | 79,39 | ||||
| 2026-05-13 | 13F | Private Wealth Advisors, LLC | 38 895 | 1 976 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 36 475 | 624,14 | 1 853 | 672,08 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 4 915 | 1,44 | 250 | 7,79 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 25 499 439 | 3,67 | 1 295 627 | 10,23 | ||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 5 800 | 327 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 45 237 | 18,85 | 2 | 100,00 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 62 123 | 6,51 | 3 156 | 13,24 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 3 652 125 | 6,70 | 174 535 | 7,06 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 4 025 | 205 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 536 445 | 4,66 | 78 067 | 11,28 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 4 031 | 205 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 17 496 | 2,47 | 889 | 8,82 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 25 880 | 10,47 | 1 315 | 17,43 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 14 114 | 30,64 | 717 | 38,15 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 6 432 | 6,47 | 327 | 13,19 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 3 814 | 11,85 | 194 | 19,14 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 567 871 | 5,98 | 28 854 | 12,67 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 1 968 466 | 2,66 | 100 018 | 9,14 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 11 456 | 3,32 | 582 | 10,02 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 4 539 | 0,11 | 231 | 6,48 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 60 379 | 29,13 | 2 563 | 14,68 | ||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 12 742 | 66,00 | 647 | 76,78 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 6 904 | 351 | ||||||
| 2026-04-22 | 13F | Matauro, Llc | 13 549 | 0,39 | 688 | 6,67 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 102 288 | 30,82 | 5 197 | 39,11 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 6 318 | 1,64 | 302 | 1,69 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 39 756 | 2,58 | 2 020 | 9,07 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2 462 236 | 17,20 | 125 106 | 24,61 | ||||
| 2026-05-01 | 13F | Avion Wealth | 144 | 0 | ||||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 7 355 | 1 514 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 37 098 | 7,88 | 1 886 | 14,66 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 28 586 | 4,30 | 1 452 | 10,92 | ||||
| 2026-04-15 | 13F | Peddock Capital Advisors, Llc | 89 379 | 2,99 | 4 541 | 9,50 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 13 226 | 0,60 | 672 | 7,01 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 62 | 3 | ||||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 206 896 | 0,84 | 10 512 | 7,22 | ||||
| 2026-05-07 | 13F | Grandview Asset Management LLC | 11 136 | 4,66 | 566 | 11,22 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 12 467 | 1 116,29 | 633 | 1 218,75 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 17 160 | 5,15 | 872 | 11,81 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 6 765 | 344 | ||||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 7 978 | 2,49 | 405 | 9,16 | ||||
| 2026-04-13 | 13F | Elm3 Financial Group, LLC | 10 212 | 10,86 | 519 | 17,73 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 9 073 | 461 | ||||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 199 | 10 |
