Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF, to m.in Scarborough Advisors, LLC, Refined Wealth Management, Stillwater Private Wealth, LLC, A4 Wealth Advisors LLC, BlueSky Wealth Advisors, LLC, Beacon Bridge Wealth Partners, LLC, Frisch Financial Group, Inc., Facet Wealth, Inc., Mission Wealth Management, Lp, Parsons Capital Management Inc/ri, Leo Wealth, LLC, TradeWell Securities, LLC., Johnson Investment Counsel Inc, Professional Financial Management, Inc., Legacy Edge Advisors, LLC, Pure Financial Advisors, Inc., Spartan Wealth Advisory Services LLC, Aqr Capital Management Llc, MSH Capital Advisors LLC, i LongView Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 352 | 9 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 344 634 | 36,68 | 8 585 | 35,76 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 46 543 | 0,21 | 1 159 | -0,43 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 84 178 | 2 097 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 50 765 | 5,43 | 1 265 | 4,72 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 184 795 | 23,52 | 4 603 | 22,68 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 9 350 | 8,09 | 233 | 7,41 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 352 097 | 12,63 | 8 770 | 11,88 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 71 802 | 3,23 | 2 | 0,00 | ||||
| 2026-04-07 | 13F | Barden Capital Management, Inc. | 97 823 | 2,11 | 2 437 | 1,42 | ||||
| 2026-05-11 | 13F | Adams Wealth Management | 111 250 | 8,58 | 2 771 | 7,86 | ||||
| 2026-04-24 | 13F | Keystone Global Partners, LLC | 308 868 | 127,13 | 7 694 | 125,60 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 699 480 | 7,59 | 17 | 6,25 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 1 954 043 | 10,42 | 48 675 | 9,68 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 78 024 | 23,63 | 1 944 | 22,82 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1 354 | 5 316,00 | 34 | 0,00 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 12 606 | 10,74 | 314 | 10,18 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 29 126 | 21,80 | 726 | 21,04 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 1 141 716 | 1,73 | 28 | 0,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 309 545 | 27,57 | 7 763 | 27,30 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 14 141 | 31,89 | 352 | 31,34 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 64 942 | 32,10 | 1 618 | 31,25 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 70 097 | 37,56 | 1 746 | 36,62 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4 736 | 57,45 | 118 | 56,00 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 3 897 100 | 6,59 | 97 077 | 5,87 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 20 977 | 0,53 | 523 | -0,19 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 150 239 | 15,09 | 3 742 | 14,33 | ||||
| 2026-05-11 | 13F | Commerce Bank | 58 073 | 43,79 | 1 447 | 42,89 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 62 449 | 1 556 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 850 | 21 | ||||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 11 | 0 | ||||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 18 690 | 23,93 | 466 | 23,02 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 42 758 | 20,01 | 1 065 | 19,26 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 140 | 3 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 24 452 | 26,90 | 609 | 26,09 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 81 385 | 2 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 51 503 | 7,19 | 1 283 | 6,39 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 1 496 | 2,26 | 37 | 2,78 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 355 677 | 48,95 | 9 | 60,00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 3 435 | 86 | ||||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 80 | 2 | ||||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 3 993 213 | 6,12 | 99 471 | 5,40 | ||||
| 2026-05-05 | 13F | UBS Group AG | 648 366 | 55,23 | 16 151 | 54,18 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 924 447 | 28,84 | 22 890 | 27,20 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 35 666 | 6,37 | 888 | 5,71 | ||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 113 664 | 153,30 | 2 831 | 151,64 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 38 139 | 12,21 | 950 | 11,50 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 94 613 | 2 357 | ||||||
| 2026-05-12 | 13F | WorthPointe, LLC | 556 731 | 21,16 | 13 868 | 20,34 | ||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 1 073 | 27 | ||||||
| 2026-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 1 100 | 27 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 44 330 | 3,10 | 1 104 | 2,41 | ||||
| 2026-04-29 | 13F | Walker Financial Services, Inc. | 528 356 | 19,25 | 13 161 | 18,45 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 734 | 18 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 422 095 | 10,26 | 10 514 | 9,52 | ||||
| 2026-04-21 | 13F | Refined Wealth Management | 228 477 | 5 691 | ||||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 197 157 | 6,77 | 4 911 | 6,05 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 108 392 | 1,82 | 2 700 | 1,16 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 145 | 4 | ||||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 111 870 | 28,32 | 2 787 | 27,45 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 22 626 | 12,93 | 564 | 12,15 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 33 820 | 0,65 | 842 | 0,00 | ||||
| 2026-05-05 | 13F | PFG Advisors | 17 823 | 1,23 | 444 | 0,45 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 31 087 | 10,17 | 774 | 9,48 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 694 837 | 4,58 | 17 427 | 4,37 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 5 208 | 130 | ||||||
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 380 634 | 669,55 | 9 482 | 664,60 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 33 624 | 1,51 | 838 | 0,84 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 48 813 | 59,66 | 1 216 | 58,62 | ||||
| 2026-04-27 | 13F | Portland Financial Advisors Inc | 25 885 | 53,77 | 645 | 52,61 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 128 041 | 863,08 | 3 190 | 857,66 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 166 541 | 9,30 | 4 149 | 8,56 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 3 321 | 974,76 | 82 | 1 071,43 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 26 487 | 4,46 | 660 | 3,78 | ||||
| 2026-05-12 | 13F | Professional Financial Management, Inc. | 10 220 | 255 | ||||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 148 | 4 | ||||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 93 394 | 11,49 | 2 326 | 10,76 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 188 | 21,43 | ||||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 120 015 | 4,94 | 3 010 | 4,70 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 500 | 12 | ||||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 100 065 | 8,38 | 2 493 | 7,55 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 3 001 765 | 4,68 | 74 774 | 3,97 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 10 215 | 254 | ||||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 377 569 | 0,93 | 9 404 | 0,23 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 14 871 | 17,03 | 370 | 16,35 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 8 847 | 220 | ||||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 173 051 | 12,44 | 4 311 | 11,69 | ||||
| 2026-04-21 | 13F | Mendel Capital Management LLC | 74 401 | 6,01 | 1 853 | 5,10 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 8 079 | 201 | ||||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 26 561 | 13,87 | 662 | 13,18 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 1 624 915 | 5,16 | 40 477 | 4,44 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 409 | 10 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 24 010 | 4,12 | 598 | 3,46 | ||||
| 2026-04-20 | 13F | Dock Street Asset Management Inc | 316 217 | 28,99 | 7 877 | 28,11 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 348 606 | 108,81 | 8 684 | 107,38 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 3 | 0 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 12 790 | 80,52 | 321 | 79,78 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2 122 593 | 11,74 | 52 874 | 10,98 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 10 | 0 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 18 | 0 | ||||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 1 272 625 | 6,17 | 31 701 | 5,45 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 15 303 | 0,48 | 381 | 0,00 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 433 206 | 4,14 | 10 791 | 3,44 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 9 164 | 228 | ||||||
| 2026-05-14 | 13F | Chancellor Financial Group WB LP | 10 079 | 0,02 | 251 | -0,40 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 44 469 | 23,80 | 1 108 | 23,00 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 51 707 | 33,83 | 1 288 | 33,20 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 47 110 | 3,42 | 1 174 | 2,71 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 1 454 | 36 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 521 716 | 5,29 | 12 996 | 4,57 | ||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 2 | |||||||
| 2026-04-20 | 13F | Holcombe Financial, Inc. | 511 425 | 6,73 | 12 740 | 6,00 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 21 000 | 523 | ||||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 488 632 | 12 172 | ||||||
| 2026-05-07 | 13F | Van Strum & Towne Inc. | 27 245 | 10,01 | 679 | 9,18 | ||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 214 704 | 1,79 | 5 348 | 1,12 | ||||
| 2026-04-09 | 13F | Mfg Wealth Management, Inc. | 60 241 | 6,44 | 1 501 | 5,71 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 458 624 | 8,36 | 11 424 | 7,63 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 2 381 002 | 9,52 | 59 311 | 8,78 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 1 002 894 | 15,11 | 24 982 | 14,33 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 5 976 383 | 14,92 | 148 573 | 13,91 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 30 384 | 757 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 80 590 | 6,77 | 2 | 100,00 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 11 418 | 0,64 | 284 | 0,00 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 21 272 | 530 | ||||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 29 094 | 11,67 | 725 | 10,87 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 17 235 | 11,39 | 429 | 10,57 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 8 712 | 4,01 | 217 | 3,33 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 388 797 | 9 685 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 505 447 | 13,12 | 12 601 | 12,44 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 351 983 | 4,06 | 8 690 | 3,01 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 38 051 | 0,39 | 948 | -0,32 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 1 234 746 | 8,42 | 30 758 | 7,69 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 1 445 430 | 6,64 | 36 006 | 5,92 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 26 877 | 20,39 | 670 | 19,68 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 67 169 | 2,31 | 1 673 | 1,64 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 87 498 | 2,17 | 2 180 | 1,49 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 7 090 | 177 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 128 984 | 5,05 | 3 213 | 4,32 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 13 365 | 2,92 | 333 | 2,15 | ||||
| 2026-04-24 | 13F | United Community Bank | 1 600 | 40 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 36 652 | 104,98 | 913 | 103,57 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 104 075 | 102,72 | 2 593 | 101,40 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 652 805 | 1,32 | 16 261 | 0,64 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 57 869 | 1 442 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 151 786 | 25,74 | 28 691 | 24,89 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 11 589 | 3,75 | 289 | 2,86 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 5 754 | 1,61 | 143 | 0,00 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 28 434 | 21,26 | 708 | 20,41 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 9 179 | 229 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 450 | 11 | ||||||
| 2026-05-08 | 13F | McAdam, LLC | 496 305 | 7,36 | 12 363 | 6,62 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 592 917 | 602,60 | 14 770 | 597,97 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 678 481 | 24,53 | 16 867 | 23,51 | ||||
| 2026-05-01 | 13F | Farrow Financial Inc. | 162 488 | 15,37 | 4 048 | 14,58 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 17 334 539 | 1,48 | 431 805 | 0,80 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 3 480 010 | 9,64 | 86 687 | 8,90 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 8 270 | 0,02 | 206 | -0,48 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 23 384 | 586 | ||||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 12 884 | 3,73 | 321 | 2,89 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 542 | 0,74 | 13 | 0,00 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 11 764 | 19,35 | 293 | 18,62 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 80 293 | 1,19 | 2 000 | 0,50 | ||||
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 121 279 | 39,31 | 3 021 | 38,39 | ||||
| 2026-04-24 | 13F | Lederer & Associates Investment Counsel/ca | 14 528 | 0,94 | 0 | |||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 6 189 094 | 19,66 | 154 170 | 18,85 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 1 570 | 14,35 | 39 | 14,71 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 108 895 | 2,71 | 2 713 | 2,03 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 452 423 | 4,43 | 11 267 | 3,72 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 13 594 | 0,08 | 0 | |||||
| 2026-04-21 | 13F | SWS Partners | 718 928 | 11,24 | 17 908 | 10,48 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 889 | 22 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 4 249 | 119,36 | 106 | 118,75 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 7 622 548 | 5,13 | 189 878 | 4,42 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 8 820 | 220 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 46 083 | 4,05 | 1 148 | 3,33 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 701 706 | 3,91 | 17 480 | 3,20 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 249 546 261 | 4,74 | 6 216 197 | 4,03 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 748 | 19 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 1 504 342 | 12,01 | 37 473 | 11,26 | ||||
| 2026-04-01 | 13F | Beacon Wealthcare LLC | 1 409 411 | 4,74 | 35 108 | 4,03 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 264 060 | 21,81 | 6 578 | 20,99 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2 155 | 4,61 | 54 | 3,92 | ||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 65 811 | 1 639 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 277 186 | 5,94 | 7 | 0,00 | ||||
| 2026-05-06 | 13F | M. Kulyk & Associates, LLC | 27 559 | 27,00 | 686 | 26,10 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 109 112 | 0,16 | 3 | 0,00 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 33 | 1 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 8 013 | 388,60 | 200 | 385,37 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 135 268 | 24,80 | 3 370 | 23,95 | ||||
| 2026-04-17 | 13F | Phil A. Younker & Associates, Ltd. | 80 465 | 192,45 | 2 004 | 190,43 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 4 782 | 17,46 | 119 | 16,67 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 360 906 | 3 680,70 | 8 990 | 3 661,51 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22 879 | 2,59 | 570 | 1,79 | ||||
| 2026-05-14 | 13F | Comprehensive Wealth Management, LLC | 54 545 | 11,30 | 1 359 | 10,50 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 38 550 | 21,74 | 960 | 20,91 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 1 472 | 52,70 | 37 | 50,00 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 5 | 0 | ||||||
| 2026-05-11 | 13F | CacheTech Inc. | 111 250 | 8,58 | 2 771 | 7,86 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 11 299 | 40,26 | 281 | 39,11 | ||||
| 2026-05-11 | 13F | Biltmore Family Office, LLC | 8 | 0 | ||||||
| 2026-04-22 | 13F | Clarity Wealth Development LLC | 444 172 | 14,84 | 11 064 | 14,06 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 38 744 | 965 | ||||||
| 2026-05-14 | 13F | RB Capital Management, LLC | 10 529 | 8,40 | 262 | 7,82 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 11 293 | 21,60 | 281 | 21,12 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 101 934 | 107,89 | 3 | 100,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 111 368 | 133,27 | 2 774 | 131,75 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 1 | 0 | ||||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 3 940 | 98 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 33 238 | 40,52 | 828 | 39,46 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 149 381 | 53,90 | 3 714 | 52,61 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 17 037 | 424 | ||||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 20 256 | 12,73 | 505 | 12,00 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 57 | 1 | ||||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 180 339 | 2,74 | 4 492 | 2,04 | ||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 12 579 | 0,30 | 313 | -0,32 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 410 385 | 0,24 | 10 223 | -0,28 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 275 974 | 692,10 | 6 874 | 687,40 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 1 283 662 | 54,41 | 31 796 | 52,37 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 431 580 | 24,28 | 35 661 | 23,44 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 237 678 | 6,89 | 5 921 | 6,17 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 121 143 | 4,72 | 3 018 | 4,00 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 1 313 | 33 | ||||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 36 798 | 917 | ||||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 53 320 | 8,71 | 1 328 | 7,97 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 242 418 | 2,58 | 6 039 | 1,89 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 22 360 | 557 | ||||||
| 2026-04-15 | 13F | Code Waechter LLC | 215 982 | 5,15 | 5 380 | 4,45 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 44 087 | 10,74 | 1 098 | 10,02 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 170 084 | 4 237 | ||||||
| 2026-02-09 | 13F | Quest Partners LLC | 1 921 346 | 643,69 | 48 187 | 642,25 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 129 700 | 188,22 | 3 231 | 186,35 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 4 647 990 | 35,96 | 115 781 | 35,04 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 292 394 | 13,18 | 7 284 | 12,41 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 101 926 | 7,91 | 2 539 | 7,18 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 4 217 002 | 4,65 | 105 046 | 3,94 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 164 816 | 180,69 | 4 089 | 177,79 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 344 118 | 6,20 | 8 558 | 5,32 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 288 924 | 28,30 | 7 197 | 27,45 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 11 912 | 297 | ||||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 44 728 | 1,88 | 1 114 | 1,18 | ||||
| 2026-04-20 | 13F | New Hampshire Trust | 39 717 | 13,43 | 989 | 12,64 | ||||
| 2026-04-13 | 13F | TradeWell Securities, LLC. | 16 079 | 400 | ||||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 8 336 | 208 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 4 569 | 114 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 27 413 | 23,44 | 680 | 22,30 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 16 759 | 110,07 | 417 | 108,50 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 59 102 | 5,66 | 1 472 | 4,99 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 9 711 | 242 | ||||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 221 905 | 3,35 | 5 528 | 2,66 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 410 404 | 0,09 | 10 223 | -0,58 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 36 000 | 903 | ||||||
| 2026-05-07 | 13F | First National Trust Co | 1 247 877 | 2,17 | 31 085 | 1,48 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 21 813 | 69,96 | 543 | 69,16 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 36 | 1 | ||||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 5 985 | 89,16 | 149 | 88,61 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 810 702 | 3,62 | 45 105 | 2,92 | ||||
| 2026-05-14 | 13F | Harvest Portfolios Group Inc. | 305 958 | 10,51 | 7 621 | 9,77 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 1 075 376 | 1,01 | 26 788 | 0,32 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 379 249 | 5,34 | 9 512 | 105 577,78 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 1 933 622 | 35,93 | 48 022 | 34,61 | ||||
| 2026-05-05 | 13F | HC Advisors, LLC | 899 471 | 4,87 | 22 406 | 4,16 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 163 | 4 | ||||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 113 265 | 1,07 | 2 821 | 0,39 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 559 583 | 1,18 | 13 939 | 0,50 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 21 449 | 0,18 | 534 | -0,37 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 12 813 | 0,19 | 319 | -0,31 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 17 817 | 6,50 | 0 | |||||
| 2026-05-15 | 13F | Summit Financial, LLC | 916 786 | 49,59 | 22 837 | 48,58 | ||||
| 2026-04-13 | 13F | Advocate Group Llc | 429 999 | 6,07 | 10 711 | 5,35 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 265 821 | 6 622 | ||||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 18 654 | 1,93 | 465 | 1,31 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 31 803 | 4,45 | 792 | 3,80 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 86 626 | 4,27 | 2 157 | 3,55 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 154 577 | 3 851 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 12 255 | 289 | ||||||
| 2026-04-20 | 13F | Crane Advisory, LLC | 2 791 682 | 0,30 | 69 541 | -0,34 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 9 099 | 227 | ||||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 43 586 | 0,39 | 1 086 | -0,28 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 2 232 | 56 | ||||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 295 042 | 20,54 | 7 349 | 19,73 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 262 411 | 4,13 | 6 537 | 3,21 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 1 118 | 847,46 | 28 | 1 250,00 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 884 | 22 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 49 027 | 13,64 | 1 221 | 12,85 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 539 264 | 7,84 | 13 433 | 7,12 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 19 449 | 11,11 | 484 | 10,25 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 17 327 | 432 | ||||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 9 522 | 119,40 | 237 | 119,44 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 246 | 50,00 | 0 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 92 156 | 6 403,60 | 2 296 | 6 457,14 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 85 612 | 451,52 | 2 133 | 448,07 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 80 | 2 | ||||||
| 2026-05-07 | 13F | Key Capital Management, INC | 185 | 5 | ||||||
| 2026-04-14 | 13F | eCIO, Inc. | 21 107 | 4,25 | 526 | 3,55 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 175 882 | 5,47 | 4 381 | 4,76 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 200 | 5 | ||||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 164 648 | 19,47 | 4 101 | 18,66 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 10 503 | 21,34 | 262 | 20,28 | ||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 101 382 | 1,75 | 2 525 | 1,04 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 459 338 | 5,26 | 11 | 10,00 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 149 613 | 32,89 | 3 727 | 31,99 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 223 175 | 6 | ||||||
| 2026-04-28 | 13F | Hapanowicz & Associates Financial Services, Inc | 1 397 138 | 4,57 | 34 803 | 3,86 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 329 679 | 20,48 | 8 213 | 19,66 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 215 482 | 5,38 | 5 368 | 4,66 | ||||
| 2026-04-14 | 13F | Tran Capital Management, L.p. | 114 878 | 3,40 | 2 862 | 2,69 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 37 586 | 9,97 | 936 | 9,22 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 10 102 | 6,28 | 252 | 5,46 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 85 956 | 5,73 | 2 141 | 5,00 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 245 471 | 34,27 | 6 115 | 33,35 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 794 905 | 1 269,09 | 19 801 | 1 259,96 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 261 725 | 40,99 | 6 520 | 40,04 |
