Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF, to m.in Compass Financial Services Inc, Huntington National Bank, Elevation Advisory Partners LLC, Fischer Investment Strategies, Llc, Legacy Capital Wealth Partners, LLC, Buska Wealth Management, LLC, Advyzon Investment Management, LLC, 1776 Wealth LLC, TCFG Investment Advisors, LLC, Fifth Third Bancorp, Element Wealth, LLC, Uniting Wealth Partners, LLC, Money Concepts Capital Corp, Gerald Baker Financial Group LLC, Mutual Advisors, LLC, Tortuga Wealth Management, Inc, Alessandra Capital Management, LLC, First Business Financial Services, Inc., Ancora Advisors, LLC, i Cornerstone Wealth Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 9 292 | 4,19 | 237 | 1,28 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 13 513 | 345 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 339 668 | 3,61 | 8 678 | 0,88 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 14 817 | 59,75 | 379 | 55,56 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 24 926 | 637 | ||||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 1 396 | 233,97 | 36 | 250,00 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 571 | 118,80 | 40 | 122,22 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 8 132 | 0,69 | 208 | -1,90 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 206 | 5 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1 517 | 2,15 | 40 | 2,63 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 50 000 | 390,20 | 1 278 | 378,28 | |||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 17 157 | 6,35 | 438 | 3,55 | ||||
| 2026-04-10 | 13F | Novem Group | 19 714 | 5,80 | 504 | 3,07 | ||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 71 123 | 37,97 | 1 817 | 34,39 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 902 | 2,15 | 25 | 0,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 615 145 | 143,50 | 15 717 | 137,12 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 197 467 | 6,36 | 5 045 | 3,57 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 41 025 | 10,65 | 1 048 | 7,82 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10 142 | 4,69 | 259 | 1,97 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 146 144 | 83,68 | 3 734 | 78,87 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 7 000 | 179 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 160 282 | 1,61 | 4 095 | 1,64 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 548 | 14 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2 478 696 | 13,59 | 63 331 | 10,61 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 12 207 | 0,62 | 312 | -2,20 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 38 169 | 21,91 | 975 | 18,76 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 257 486 | 7,29 | 6 579 | 4,46 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 309 334 | 37,65 | 7 904 | 34,04 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 71 580 | 21,40 | 1 829 | 18,16 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 163 434 | 9,13 | 4 176 | 6,26 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 104 223 | 4,83 | 2 663 | 2,07 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 22 881 | 0,27 | 585 | -2,34 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 395 850 | 6,90 | 10 114 | 4,09 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 327 228 | 110,14 | 8 361 | 104,60 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 5 094 | 103,76 | 130 | 100,00 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 8 052 | 206 | ||||||
| 2026-04-20 | 13F | RiverTree Advisors, LLC | 153 122 | 17,44 | 3 912 | 14,35 | ||||
| 2026-05-08 | 13F | 1776 Wealth LLC | 23 519 | 601 | ||||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 23 701 | 0,99 | 606 | -1,63 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 7 500 | 50,00 | 197 | 51,94 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 70 581 | 2,27 | 1 803 | -0,39 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 16 624 | 3,93 | 425 | 1,19 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 120 920 | 12,19 | 3 089 | 9,23 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 678 830 | 21,42 | 17 348 | 18,23 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 42 579 | 1,03 | 1 088 | -1,63 | ||||
| 2026-06-04 | 13F | Fischer Investment Strategies, Llc | 73 205 | 1 870 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29 414 | 1,89 | 752 | -0,79 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3 761 313 | 28,42 | 96 102 | 25,04 | ||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 11 225 | 295 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 281 685 | 4,04 | 7 197 | 1,31 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 671 774 | 4,02 | 17 164 | 1,28 | ||||
| 2026-04-29 | 13F | Centerpoint Advisory Group | 94 263 | 94,02 | 2 408 | 89,01 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 225 802 | 19,57 | 5 769 | 16,43 | ||||
| 2026-05-08 | 13F | Elevation Advisory Partners LLC | 82 064 | 2 231 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 6 352 | 0,73 | 162 | -1,82 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 32 964 | 50,35 | 842 | 46,43 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 10 975 | 21,35 | 280 | 18,14 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 66 047 | 11,45 | 1 688 | 8,56 | ||||
| 2026-05-12 | 13F | Cornerstone Wealth Partners, LLC | 1 856 | 47 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 606 | 16 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 666 175 | 5,97 | 17 | 6,25 | ||||
| 2026-05-13 | 13F/A | Atlas Wealth LLC | 146 954 | 0,56 | 3 755 | -2,09 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 15 757 | 24,27 | 413 | 26,30 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 48 461 | 7,35 | 1 238 | 4,56 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 13 039 | 75,04 | 359 | 75,49 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 522 015 | 303,33 | 13 337 | 292,73 | ||||
| 2026-05-14 | 13F | Aft, Forsyth & Company, Inc. | 13 127 | 9,30 | 335 | 6,35 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 158 181 | 7,82 | 4 042 | 4,99 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 2 072 | 53 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 176 776 | 17,75 | 4 517 | 14,65 | ||||
| 2026-04-30 | 13F | Alessandra Capital Management, LLC | 9 400 | 240 | ||||||
| 2026-05-14 | 13F | Rhodes Investment Advisors Inc /adv | 8 925 | 11,91 | 228 | 9,09 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 51 461 | 4,93 | 1 315 | 2,18 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 186 335 | 2,20 | 4 761 | -0,50 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 48 465 | 3,21 | 1 238 | 0,49 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 50 503 | 29,20 | 1 | 0,00 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 90 166 | 10,43 | 2 304 | 7,52 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 3 193 | 25,56 | 82 | 22,73 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 35 749 | 0,45 | 1 | |||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 346 412 | 1,23 | 8 851 | -1,44 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 145 345 | 3 714 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 203 012 | 6,13 | 5 187 | 3,33 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 95 561 | 0,35 | 2 442 | -2,28 | ||||
| 2026-05-12 | 13F | Creative Planning | 58 255 | 2,52 | 1 488 | -0,20 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 2 312 | 21,17 | 59 | 18,00 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 48 248 | 221,67 | 1 233 | 213,49 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 90 503 | 1,09 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 51 396 | 7,23 | 1 313 | 4,46 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 45 124 | 14,77 | 1 153 | 11,74 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 65 870 | 138,53 | 1 683 | 132,32 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 579 593 | 59,54 | 14 809 | 55,35 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 89 849 | 29,24 | 2 296 | 25,82 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 2 455 677 | 8,64 | 62 743 | 5,79 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 15 275 | 0,30 | 390 | -5,57 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 4 500 | 115 | ||||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 71 558 | 3,19 | 1 828 | 0,49 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 1 191 | 47,77 | 30 | 42,86 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 445 151 | 2,16 | 11 374 | -0,52 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 185 341 | 39,40 | 4 735 | 35,75 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 79 784 | 80,84 | 2 038 | 76,15 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 680 532 | 1,00 | 17 388 | -1,66 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 24 735 | 81,70 | 632 | 76,75 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 97 299 | 120,09 | 2 486 | 114,31 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 21 432 | 1,83 | 562 | 3,31 | ||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 30 100 | 769 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 541 282 | 8,99 | 14 717 | 12,94 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 127 199 | 5,44 | 3 250 | 2,65 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 190 743 | 3,97 | 4 873 | 1,25 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 46 817 | 31,74 | 1 196 | 28,33 | ||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 156 455 | 2,87 | 3 997 | 0,15 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 729 089 | 8,31 | 18 628 | 5,47 | ||||
| 2026-04-30 | 13F | Meadow Creek Wealth Advisors Llc | 173 565 | 2,88 | 4 435 | 0,18 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 40 410 | 50,06 | 1 032 | 46,18 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 24 456 | 31,12 | 625 | 27,61 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 33 640 | 27,23 | 859 | 23,95 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 505 227 | 1,91 | 12 909 | -0,77 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 38 064 | 2,42 | 973 | -0,31 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 23 209 | 593 | ||||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 46 148 | 10,57 | 1 179 | 7,67 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 51 880 | 2,14 | 1 326 | -0,53 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 10 130 | 5,98 | 259 | 3,20 | ||||
| 2026-05-08 | 13F | Core Wealth Partners LLC | 45 244 | 17,01 | 1 156 | 13,91 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 72 075 | 5,41 | 1 842 | 2,62 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 23 209 | 10,92 | 593 | 8,01 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 155 502 | 46,14 | 3 973 | 42,30 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 17 965 | 2,10 | 459 | -0,65 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 554 | 14 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 87 090 | 11,35 | 2 225 | 8,43 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 47 674 | 4,69 | 1 218 | 2,01 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 762 596 | 4,60 | 19 484 | 1,85 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 120 920 | 20,29 | 3 090 | 17,14 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 451 | 12 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 82 277 | 0,13 | 2 102 | -2,50 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 130 044 | 8,38 | 3 323 | 5,53 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 23 762 | 27,57 | 607 | 24,39 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 10 130 | 7,50 | 259 | 4,45 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 32 250 | 25,23 | 824 | 21,93 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 1 146 879 | 29 303 | ||||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 152 564 | 3 898 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 740 | 18 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 161 468 | 336,51 | 4 126 | 325,26 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 264 710 | 69,10 | 6 816 | 65,96 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 13 025 | 333 | ||||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 7 857 | 5,03 | 215 | 4,39 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 12 124 | 310 | ||||||
| 2026-04-21 | 13F | Sequent Planning LLC | 102 446 | 5,72 | 2 617 | 2,95 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 35 331 | 12,87 | 903 | 9,87 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 63 077 | 9,77 | 1 612 | 6,90 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 40 684 | 113,84 | 1 039 | 108,22 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 38 081 | 8,41 | 981 | 6,41 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 11 337 017 | 12,97 | 289 661 | 10,00 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 148 254 | 1,03 | 3 788 | -1,64 | ||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 79 023 | 7,63 | 2 019 | 4,83 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 16 894 | 104,31 | 432 | 99,54 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 1 259 725 | 24,68 | 32 186 | 21,40 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 13 513 | 345 | ||||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 64 270 | 9,17 | 1 642 | 6,35 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 11 397 | 291 | ||||||
| 2026-04-30 | 13F | Indivisible Partners | 73 270 | 48,95 | 1 872 | 45,12 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 94 677 | 610,95 | 2 419 | 593,12 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 19 671 | 9,34 | 503 | 6,57 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 339 193 | 2,42 | 8 666 | -0,28 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 314 448 | 22,84 | 8 251 | 24,71 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 182 728 | 147,84 | 4 669 | 141,37 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 934 811 | 48,75 | 23 884 | 44,84 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 44 025 | 12,59 | 1 125 | 9,55 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2 448 107 | 15,38 | 62 549 | 12,35 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 584 | 5,80 | 15 | 0,00 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 24 801 | 88,31 | 634 | 83,48 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 338 910 | 4,88 | 8 669 | 2,25 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 56 196 | 26,23 | 1 436 | 22,86 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 62 888 | 8,77 | 1 619 | 6,72 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 45 159 | 1,79 | 1 154 | -0,95 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 167 972 | 3,11 | 4 292 | 0,40 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 146 068 | 2,18 | 3 732 | -0,48 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 485 388 | 12,63 | 12 402 | 8,67 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 842 134 | 0,74 | 21 517 | -1,91 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 322 638 | 108,36 | 8 243 | 102,88 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 123 964 | 5,21 | 3 167 | 2,46 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 374 883 | 1 722,74 | 9 578 | 1 676,99 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 621 989 | 1,59 | 15 892 | -1,08 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 84 608 | 17,19 | 2 | 100,00 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 44 064 | 31,77 | 1 126 | 28,28 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 53 493 | 1 367 | ||||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 12 | 216 | ||||||
| 2026-05-11 | 13F | Cooper Capital Advisors LLC | 467 847 | 42,63 | 11 953 | 38,89 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 1 177 764 | 17,72 | 30 092 | 14,62 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 72 141 | 12,18 | 1 843 | 9,25 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 22 752 | 581 | ||||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 20 436 | 5,47 | 522 | 2,76 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 856 | 22 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2 181 726 | 4,18 | 55 746 | 1,44 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 147 317 | 2,01 | 3 764 | -0,69 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 18 205 | 2,85 | 465 | 0,22 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 194 765 | 8,27 | 4 976 | 5,42 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 20 260 | 82,59 | 518 | 77,66 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 8 692 | 3,62 | 222 | 0,91 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 25 174 | 0,37 | 643 | -2,28 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 62 022 | 76,13 | 1 585 | 71,43 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 315 133 | 24,78 | 8 269 | 26,67 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 9 772 | 0,23 | 250 | -2,35 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 23 181 | 1,65 | 592 | -1,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 497 696 | 78,20 | 12 716 | 181 557,14 | ||||
| 2026-04-08 | 13F | StoneCrest Wealth Management, Inc. | 179 288 | 0,27 | 4 581 | -2,39 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 33 107 | 2,96 | 846 | 0,24 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 48 919 | 12,61 | 1 250 | 9,66 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1 974 367 | 1,78 | 51 807 | 103 514,00 |
