Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF, to m.in Stonehage Fleming Financial Services Holdings Ltd, Stillwater Private Wealth, LLC, LaSalle St. Investment Advisors, LLC, Seeds Investor Llc, Eurizon Asset Management Hungary Ltd., Toroso Investments, LLC, Garrison Bradford & Associates Inc, Cooper Financial Group, LFG Wealth Partners, LLC, Sentinel Trust Co Lba, Nikulski Financial, Inc., Madson Wealth Advisors Inc, Independence Bank of Kentucky, Signal Advisors Wealth, LLC, Envision Financial Transparency, LLC, Leo H. Evart, Inc., Tolleson Wealth Management, Inc., Toroso Investments, LLC, BLVD Private Wealth, LLC, i Main Street Financial Solutions, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Northland Securities, Inc. | 9 753 | 26,73 | 435 | 37,66 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 316 420 | 4,77 | 14 119 | 13,80 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 27 763 | 91,15 | 1 239 | 107,72 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 1 024 396 | 2,71 | 45 698 | 11,54 | ||||
| 2026-05-13 | 13F | Capital Wealth Alliance, LLC | 9 717 | 0,75 | 434 | -7,08 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 5 280 | 217 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 186 158 | 39,93 | 8 302 | 51,89 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 396 | 18 | ||||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 132 289 | 5 903 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 8 368 | 7,28 | 373 | 16,56 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 17 637 | 787 | ||||||
| 2026-04-28 | 13F | Encompass More Asset Management | 506 872 | 36,51 | 22 617 | 48,27 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 6 096 | 272 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 2 250 | 100 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 4 610 | 206 | ||||||
| 2026-05-14 | 13F | Harvest Fund Management Co., Ltd | 299 180 | 20,68 | 13 | 30,00 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 14 815 | 5,11 | 661 | 14,16 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 2 032 | 0 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 1 948 | 87 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 17 164 | 0,67 | 705 | 12,44 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 18 402 | 2,76 | 821 | 11,70 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 445 703 | 9,05 | 19 887 | 124 193,75 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 153 285 | 2,61 | 6 840 | 11,46 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 30 517 | 73,67 | 1 362 | 88,77 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 499 442 | 0,42 | 22 285 | 9,07 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 15 635 | 2,98 | 642 | 15,05 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 300 479 | 11,02 | 13 407 | 20,59 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 50 335 | 19,07 | 2 246 | 29,32 | ||||
| 2026-04-23 | 13F | BLVD Private Wealth, LLC | 8 215 | 367 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 1 700 | 76 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 6 353 639 | 45,47 | 273 206 | 52,27 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 141 751 | 6 | ||||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 7 678 | 2,96 | 343 | 11,76 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 8 448 | 6,24 | 0 | |||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 5 208 | 223 | ||||||
| 2026-02-13 | 13F | LFG Wealth Partners, LLC | 21 665 | 890 | ||||||
| 2026-05-11 | 13F | Seeds Investor Llc | 95 237 | 4 396 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 16 079 | 38,71 | 717 | 50,63 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 24 400 | 11,42 | 1 089 | 21,02 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2 272 206 | 10,32 | 101 386 | 19,83 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 29 214 | 3,79 | 1 304 | 12,72 | ||||
| 2026-05-04 | 13F | Paragon Advisors, LLC | 7 876 | 0,40 | 351 | 9,01 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 123 129 | 24,13 | 5 494 | 34,86 | ||||
| 2026-05-07 | 13F | Metis Global Partners, LLC | 6 590 713 | 7,16 | 294 078 | 16,39 | ||||
| 2026-05-12 | 13F | Elite Financial, Inc. | 41 001 | 0,37 | 2 | 0,00 | ||||
| 2026-04-20 | 13F | Pegasus Asset Management, Inc. | 19 604 | 31,24 | 875 | 42,58 | ||||
| 2026-04-29 | 13F | Patron Partners Advisors, Llc | 7 787 | 37,70 | 347 | 49,57 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 102 278 | 6,41 | 4 564 | 15,58 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 75 300 | 209,88 | 3 360 | 236,57 | |||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 496 382 | 6,80 | 20 391 | 119 847,06 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 114 | 5 | ||||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 6 715 | 24,70 | 300 | 35,29 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 692 666 | 28,20 | 30 907 | 39,24 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 8 142 | 0,31 | 363 | 9,01 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 62 185 | 102,37 | 2 775 | 119,81 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 31 829 | 5,99 | 1 420 | 15,17 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 45 099 | 35,94 | 2 012 | 47,72 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 49 315 | 2,44 | 2 200 | 11,28 | ||||
| 2026-05-15 | 13F | Towarzystwo Funduszy Inwestycyjnych Pzu Sa | 13 450 | 80,54 | 600 | 96,08 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 455 | 20 | ||||||
| 2026-05-15 | 13F | Toroso Investments, LLC | Call | 8 300 | 370 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 36 479 | 62,28 | 1 499 | 81,14 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 62 901 | 2 807 | ||||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 4 776 | 236 | ||||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 125 915 | 60,58 | 5 623 | 67,25 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 82 580 | 882,86 | 3 685 | 967,83 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 953 728 | 3 435,60 | 42 555 | 3 740,70 | ||||
| 2026-05-06 | 13F | Gs Investments, Inc. | 123 | 5 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 36 882 | 1 646 | ||||||
| 2026-03-13 | 13F/A | Pensionmark Financial Group, Llc | Put | 23 | ||||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 95 737 | 4 272 | ||||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 6 899 | 308 | ||||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 33 798 | 20,84 | 1 508 | 21,61 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 663 505 | 5,61 | 29 606 | 14,71 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 7 404 | 330 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 44 616 | 28,36 | 1 991 | 39,45 | ||||
| 2026-05-14 | 13F | Cauble & Harre Wealth Management, Inc. | 41 747 | 8,74 | 1 875 | 18,83 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 5 932 | 265 | ||||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 15 489 | 30,12 | 691 | 41,31 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 116 000 | 12,29 | 5 176 | 21,97 | |||
| 2026-05-15 | 13F | Summit Financial, LLC | 14 810 | 661 | ||||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 7 113 | 317 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 28 089 | 68,93 | 1 253 | 83,46 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 200 999 | 13,41 | 8 969 | 23,19 | ||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 9 875 | 406 | ||||||
| 2026-05-12 | 13F | Cooper/haims Advisors, Llc | 17 002 | 75,84 | 759 | 90,93 | ||||
| 2026-01-14 | 13F/A | TABR Capital Management, LLC | 7 717 | 317 | ||||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 452 | 20 | ||||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | 35 900 | 22,95 | 1 602 | 33,53 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 24 514 | 191,07 | 1 113 | 222,32 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 25 | 1 | ||||||
| 2026-04-16 | 13F | Financial Designs Corp | 13 195 | 1,52 | 589 | 10,32 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | Call | 27 | -25,71 | |||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 9 736 | 12,15 | 427 | 19,94 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 275 | 266,67 | 12 | 300,00 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 7 888 | 324 | ||||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 121 677 | 1,69 | 5 429 | -3,60 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 28 189 | 7,18 | 1 258 | 16,39 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 7 832 | 3,08 | 349 | 11,86 | ||||
| 2026-05-07 | 13F | Allium Financial Advisors, Llc | 4 500 | 201 | ||||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 24 994 | 26 775,27 | 1 115 | 37 066,67 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 154 476 | 6,72 | 6 893 | 15,10 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 21 855 | 0,00 | 975 | 8,70 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 108 | 260,00 | 5 | 300,00 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 799 | 36 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 17 804 | 0,42 | 1 | |||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 4 661 | 208 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 11 351 | 506 | ||||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 9 863 | 2,07 | 440 | 11,11 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 9 618 | 14,26 | 395 | 27,83 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 6 726 | 300 | ||||||
| 2026-04-28 | 13F | China Universal Asset Management Co., Ltd. | 276 500 | 35,87 | 12 337 | 47,59 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 53 157 | 12,96 | 2 372 | 22,66 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 300 | 13 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 36 236 | 61,20 | 1 617 | 95,41 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 279 | 12 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 55 100 | 105,60 | 2 459 | 123,45 | |||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2 893 | 119 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 304 581 | 3,69 | 13 590 | 12,62 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 321 585 | 375,04 | 14 349 | 416,15 | ||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 148 573 | 6 629 | ||||||
| 2026-05-01 | 13F | Sachetta, LLC | 3 165 | 8,21 | 141 | 17,50 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 620 280 | 8 327,72 | 27 677 | 9 064,24 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 68 430 | 2,43 | 3 053 | 11,26 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 18 513 | 2,15 | 826 | 11,02 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1 250 | 56 | ||||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 12 008 | 5,33 | 536 | 14,32 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 55 098 | 2,03 | 2 458 | 10,82 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 375 | 581,82 | 17 | 700,00 | ||||
| 2026-04-29 | 13F | Burney Co/ | 5 761 | 257 | ||||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 55 835 | 0,55 | 2 491 | 9,21 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 15 061 | 672 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 358 416 | 0,08 | 15 993 | 8,70 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 582 230 | 34,98 | 25 979 | 46,62 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 13 777 | 35,59 | 615 | 47,24 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 202 747 | 12,41 | 8 718 | 17,67 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3 087 356 | 2,00 | 137 758 | 10,79 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 38 626 | 96,99 | 1 587 | 119,97 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 430 | 19 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 128 748 | 30,34 | 5 286 | 45,35 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 4 846 | 216 | ||||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 38 000 | 35,71 | 1 696 | 47,39 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 6 422 | 9,80 | 287 | 19,67 | ||||
| 2026-05-12 | 13F | Creative Planning | 81 159 | 2,80 | 3 621 | 11,66 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 85 404 | 0,42 | 3 811 | 9,08 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 5 806 | 0 | ||||||
| 2026-04-21 | 13F | Fulcrum Wealth Advisors, Llc | 300 863 | 6,55 | 13 425 | 15,73 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 24 659 | 0,99 | 1 100 | 9,67 | ||||
| 2026-05-14 | 13F | Seven Post Investment Office LP | 20 093 | 29,74 | 897 | 40,88 | ||||
| 2026-05-04 | 13F | Garrison Bradford & Associates Inc | 53 840 | 2 402 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 17 589 | 2,92 | 785 | 11,68 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 139 999 | 8,89 | 6 247 | 18,27 | ||||
| 2026-05-07 | 13F | Eurizon Asset Management Hungary Ltd. | 85 750 | 3 826 | ||||||
| 2026-05-01 | 13F | Avion Wealth | 100 | 0 | ||||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 12 950 | 578 | ||||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 22 718 | 1 014 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 7 565 | 338 | ||||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 25 013 | 46,03 | 1 116 | 58,75 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 147 800 | 198,59 | 6 595 | 224,35 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 18 592 | 8,62 | 830 | 17,92 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 24 476 | 7,48 | 1 | |||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 10 956 | 38,30 | 489 | 50,15 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 13 796 | 5,92 | 616 | 14,95 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 109 | 5 | ||||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 9 780 | 0,20 | 436 | 9,00 | ||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 21 024 | 1 | ||||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 100 | 4 | ||||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 12 503 | 0,97 | 558 | 9,65 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 14 800 | 660 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 3 963 | 177 | ||||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 31 732 | 54,02 | 1 416 | 67,26 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 209 | 9 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 237 | 92,68 | 11 | 100,00 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 50 405 | 497,71 | 2 249 | 550,00 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 26 281 | 1,86 | 1 173 | 10,67 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 170 278 | 979,90 | 7 598 | 1 074,19 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 5 739 | 1,29 | 256 | 10,34 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 20 116 | 898 | ||||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 9 673 | 1,74 | 432 | 10,51 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 15 987 | 14,19 | 713 | 24,00 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 2 751 | 3,77 | 123 | 12,96 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 211 594 | 2,73 | 9 441 | 11,58 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 4 697 | 210 | ||||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 517 | |||||||
| 2026-04-28 | 13F | Timber Creek Capital Management LLC | 262 701 | 13,37 | 11 722 | 23,13 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 4 580 | 204 | ||||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 659 552 | 672,12 | 29 429 | 738,67 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 6 058 | 16,21 | 270 | 26,17 | ||||
| 2026-04-27 | 13F | Byrne Financial Freedom, Llc | 6 605 | 295 | ||||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 36 608 | 48,42 | 1 633 | 61,20 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 2 345 | 105 | ||||||
| 2026-05-13 | 13F | Franklin Resources Inc | 258 871 | 0,24 | 11 551 | 8,88 | ||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 11 074 | 0 | ||||||
| 2026-05-15 | 13F | Northeast Financial Group, Inc. | 9 670 | 8,01 | 431 | 17,44 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 31 526 | 1 407 | ||||||
| 2026-02-13 | 13F | Barclays Plc | 10 000 | 13,74 | 411 | 26,93 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 831 | 97,86 | 38 | 105,56 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1 800 | 4 290,24 | 80 | 8,11 | ||||
| 2026-05-01 | 13F | American Trust | 6 567 | 28,59 | 293 | 40,19 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 46 540 | 555,49 | 2 077 | 613,40 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 10 677 | 476 | ||||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 237 175 | 4,09 | 10 583 | 13,06 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 5 000 | 223 | ||||||
| 2026-04-28 | 13F | CAP Partners, LLC | 4 792 | 214 | ||||||
| 2026-05-11 | 13F | Jackson Wealth Management, LLC | 6 058 | 13,94 | 270 | 23,85 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 754 550 | 21,40 | 33 668 | 31,86 |
