Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF, to m.in Asset One Wealth Management LLC, Retirement Planning Group, Harborfront Financial Group LLC, Skyview Financial Group LLC, Leo H. Evart, Inc., Fortis Capital Advisors, LLC, Fort Sheridan Advisors Llc, Immaculate Wealth Management LLC, Ballast Advisors Llc, Zwj Investment Counsel Inc, Titleist Asset Management, Llc, Dean, Jacobson Financial Services, LLC, RFG Advisory, LLC, Brookstone Capital Management, Integrity Alliance, Llc., Litman Gregory Asset Management LLC, UMA Financial Services, Inc., Abound Wealth Management, Larson Financial Group LLC, i Tradewinds Capital Management, LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 259 896 | 2,63 | 9 250 | -4,43 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 443 936 | 0,46 | 15 800 | -6,46 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 5 652 | 201 | ||||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 14 497 | 1 | ||||||
| 2026-04-23 | 13F | Jones Kertz & Associates, Inc. | 16 887 | 12,23 | 601 | 4,52 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 508 192 | 8,93 | 53 677 | 1,44 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 78 355 | 142,36 | 2 789 | 125,75 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 1 043 | 40 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 225 188 | 3,58 | 8 014 | -3,55 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 240 151 | 6,31 | 8 547 | -1,01 | ||||
| 2026-04-29 | 13F | Centerpoint Advisory Group | 113 537 | 1,30 | 4 041 | -5,67 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 67 271 | 3,02 | 2 394 | -4,05 | ||||
| 2026-05-13 | 13F | Godshalk Welsh Capital Management, Inc. | 48 875 | 5,05 | 1 739 | -2,19 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 50 | 2 | ||||||
| 2026-05-04 | 13F | Retirement Planning Group | 98 129 | 3 492 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 6 012 | 214 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 16 125 214 | 8,01 | 573 896 | 0,58 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 133 489 | 12,08 | 5 102 | 12,09 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 291 582 | 4,67 | 10 378 | -2,53 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 68 302 | 1,64 | 2 431 | 121 400,00 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 111 420 | 0,75 | 3 965 | -6,18 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 21 034 | 4,63 | 749 | -2,60 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1 958 841 | 19,83 | 67 678 | 8,32 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 141 741 | 5 698 | ||||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 12 606 | 449 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 39 571 | 27,20 | 1 408 | 18,42 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 34 277 | 0,94 | 1 220 | -6,80 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 1 528 965 | 68,89 | 54 416 | 57,27 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 6 126 | 8,06 | 218 | 0,93 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 596 | 21 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 899 094 | 14,24 | 31 999 | 6,38 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 455 037 | 16,14 | 16 | 14,29 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 486 234 | 26,66 | 17 305 | 17,95 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 11 474 | 3,70 | 451 | 6,12 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 20 353 | 8,11 | 724 | 0,70 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 15 227 | 0,39 | 542 | -6,56 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 60 010 | 21,82 | 2 136 | 13,44 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 155 583 | 19,49 | 5 537 | 11,27 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 254 458 | 0,74 | 9 056 | -6,18 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 106 367 | 0,26 | 3 786 | -6,64 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 5 757 | 205 | ||||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 146 668 | 4,93 | 5 220 | -2,30 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 11 937 | 3 197,51 | 425 | 3 161,54 | ||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 43 462 | 28,77 | 1 547 | 21,92 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 22 237 | 791 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 67 761 | 94,43 | 2 412 | 81,01 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 134 004 | 164,23 | 4 769 | 146,08 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 25 452 | 26,36 | 906 | 17,69 | ||||
| 2026-05-08 | 13F | CMC Financial Group | 21 127 | 2,37 | 752 | -4,70 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 63 929 | 11,42 | 2 275 | 19,17 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 102 807 | 63,90 | 4 | 50,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 5 233 638 | 4,81 | 200 030 | 106 298,40 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 169 066 | 722,35 | 6 022 | 667,13 | ||||
| 2026-04-28 | 13F | Dean, Jacobson Financial Services, LLC | 7 562 | 269 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 600 | 21 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 193 835 | 199,85 | 6 899 | 179,27 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 59 678 | 2 124 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 34 905 | 9 816,19 | 1 242 | 9 453,85 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 1 066 340 | 3,60 | 37 951 | -3,53 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 354 522 | 0,88 | 12 617 | -6,06 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 157 797 | 8,08 | 5 616 | 0,65 | ||||
| 2026-05-04 | 13F | Paragon Advisors, LLC | 159 910 | 0,11 | 5 691 | -6,78 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 24 210 | 862 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 508 404 | 8,07 | 18 094 | 0,63 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 20 354 | 13,52 | 1 | |||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 396 884 | 1,37 | 14 125 | -5,61 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 170 293 | 6,16 | 6 061 | -1,14 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 64 211 | 0,20 | 2 285 | -6,70 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 777 194 | 4,76 | 27 660 | -2,45 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 81 378 | 8,26 | 2 896 | 0,80 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 226 823 | 1,73 | 8 073 | -5,27 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 374 158 | 10,39 | 13 316 | 2,79 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 18 164 | 237,37 | 646 | 215,12 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 5 944 | 4,03 | 239 | 11,21 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 270 | 10 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 3 656 | 61,84 | 140 | 63,53 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 110 530 | 81,24 | 3 934 | 68,80 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 901 881 | 11,00 | 67 688 | 3,36 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 285 230 | 0,83 | 10 151 | -6,10 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 109 147 | 6,15 | 3 885 | -1,15 | ||||
| 2026-05-29 | 13F | Immaculate Wealth Management LLC | 16 250 | 578 | ||||||
| 2026-02-13 | 13F | Harborfront Financial Group LLC | 66 740 | 2 551 | ||||||
| 2026-05-14 | 13F | RM Financial Services, LLC | 27 987 | 42,96 | 996 | 33,16 | ||||
| 2026-02-18 | 13F | Skyview Financial Group LLC | 43 976 | 1 681 | ||||||
| 2026-05-04 | 13F | V2 Financial group LLC | 195 612 | 6,86 | 6 962 | -0,50 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 78 819 | 2,38 | 2 805 | -4,66 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 99 115 | 0,36 | 3 055 | -19,08 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 141 574 | 39,57 | 5 039 | 29,98 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 418 559 | 9,19 | 14 897 | 1,68 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 19 248 | 2,96 | 685 | -4,06 | ||||
| 2026-05-12 | 13F | Harfst & Associates, Inc. | 372 015 | 4,73 | 13 240 | -2,47 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 506 093 | 6,56 | 18 012 | -0,78 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 34 276 | 0,94 | 1 220 | -6,01 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 23 132 | 12,74 | 823 | 4,97 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 152 741 | 542,17 | 5 436 | 498,02 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 83 928 | 10,26 | 2 987 | 2,65 | ||||
| 2026-05-12 | 13F | Creative Planning | 1 622 017 | 6 538,36 | 57 728 | 6 087,25 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 67 285 | 0,00 | 2 395 | -6,88 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 3 130 | 20,15 | 111 | 12,12 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 114 084 | 4 023 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 140 339 | 5,66 | 4 995 | -1,62 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 51 838 | 1,41 | 1 845 | -5,58 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 52 997 | 120,79 | 1 886 | 105,67 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 6 861 | 19,78 | 244 | 11,93 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 49 629 | 7,14 | 1 766 | -0,23 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 35 047 | 0,19 | 1 247 | 124 600,00 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 202 762 | 20,52 | 7 216 | 12,22 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 8 356 | 297 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 56 925 | 14,13 | 2 026 | 6,24 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 240 993 | 4,59 | 8 577 | -2,61 | ||||
| 2026-05-13 | 13F | Lighthouse Financial LLC | 175 896 | 29,20 | 6 260 | 20,32 | ||||
| 2026-04-07 | 13F | Eastern Bank | 662 241 | 52,03 | 23 569 | 41,57 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 3 040 | 116,99 | 109 | 103,77 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 246 | 9 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 4 072 678 | 23,76 | 144 947 | 15,24 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 34 048 | 54,91 | 1 301 | 57,13 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 171 801 | 21,46 | 6 | 20,00 | ||||
| 2026-05-04 | 13F | Financial Security Advisor, Inc. | 200 671 | 12,27 | 7 142 | 4,54 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 16 278 | 11,66 | 579 | 3,95 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1 046 181 | 3,50 | 37 234 | -3,63 | ||||
| 2026-05-14 | 13F | Ade, Llc | 604 022 | 8,63 | 21 497 | 1,16 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 64 686 | 3,12 | 2 302 | -3,96 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 76 763 | 9,63 | 2 732 | 2,06 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 7 416 | 4,83 | 264 | -2,59 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 1 822 217 | 34,09 | 64 853 | 24,86 | ||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 16 423 | 102,15 | 584 | 88,39 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 36 862 | 1 312 | ||||||
| 2026-04-09 | 13F | Diversified Management Inc | 149 035 | 0,52 | 5 304 | -6,39 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 24 265 804 | 27,25 | 864 | 18,36 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 406 583 | 11,27 | 14 479 | 3,60 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 146 291 | 1,89 | 5 | 0,00 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 10 757 | 383 | ||||||
| 2026-02-09 | 13F | Huntington National Bank | 32 | 3,23 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 23 677 | 1,76 | 843 | -5,29 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 90 637 | 3,69 | 3 226 | -3,44 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 256 419 | 3,32 | 9 126 | -3,80 | ||||
| 2026-05-07 | 13F | Hopwood Financial Services, Inc. | 9 395 | 4,45 | 334 | -2,62 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 260 259 | 2,73 | 9 263 | -4,34 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 21 672 | 771 | ||||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 14 926 | 1,63 | 531 | -5,35 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 12 419 | 0,40 | 442 | -6,57 | ||||
| 2026-02-03 | 13F | McCarthy Asset Management, Inc. | 575 554 | 6,35 | 21 998 | 7,82 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1 440 987 | 0,06 | 51 285 | -6,83 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 17 525 | 1,57 | 624 | -5,46 | ||||
| 2026-05-07 | 13F | Z3 Capital Partners, LLC | 35 357 | 1,00 | 1 258 | -5,91 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 49 113 | 6,42 | 1 748 | -0,91 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 17 775 | 633 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 10 131 | 4,24 | 361 | -2,96 | ||||
| 2026-05-14 | 13F | Rubicon Advisors, GP | 67 759 | 33,91 | 2 412 | 24,66 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 24 210 | 862 | ||||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 351 581 | 2,61 | 12 513 | -4,45 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 226 809 | 2,57 | 8 077 | -4,48 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 55 050 | 9,65 | 2 053 | 7,04 | ||||
| 2026-04-22 | 13F | Vicus Capital | 44 008 | 75,42 | 1 566 | 63,47 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 124 856 | 19,22 | 4 444 | 11,02 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 163 913 | 19,57 | 5 834 | 11,34 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 8 746 | 8,67 | 313 | 1,63 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 90 302 | 2,17 | 3 214 | -4,88 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 6 198 | 3,04 | 221 | -3,93 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 6 826 | 0,37 | 243 | -6,56 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 3 155 | 36,88 | 112 | 27,27 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 119 709 | 6,72 | 4 260 | -0,63 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 1 194 405 | 2,97 | 42 509 | -4,11 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 16 970 | 80,53 | 604 | 67,97 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 89 806 | 24,50 | 3 432 | 26,22 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 27 870 | 13,58 | 992 | 5,76 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 312 811 | 6,10 | 11 133 | -1,21 | ||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 15 118 | 538 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 1 214 069 | 2,23 | 43 209 | -4,80 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 2 048 446 | 18,73 | 73 | 10,77 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 649 614 | 79,66 | 23 120 | 67,30 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 22 801 | 31,33 | 811 | 22,32 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 6 263 | 223 | ||||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 23 469 | 285,56 | 835 | 259,91 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 77 326 | 6,02 | 2 752 | -1,26 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 5 615 473 | 3,68 | 199 855 | -3,45 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 21 406 | 122,19 | 762 | 106,79 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 115 055 | 6,34 | 4 397 | 7,80 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 184 199 | 3,35 | 6 556 | -3,77 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 309 857 | 0,21 | 11 028 | -6,69 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 9 373 | 19,43 | 334 | 11,37 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 97 445 | 11,29 | 3 468 | 3,65 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 71 808 | 22,00 | 2 556 | 13,61 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 220 716 | 8 573 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 112 117 | 132,91 | 3 990 | 116,97 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 208 748 | 28,38 | 7 426 | 19,50 | ||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 61 885 | 4,45 | 2 202 | -2,74 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 5 927 | 211 | ||||||
| 2026-05-05 | 13F | Gaddis Premier Wealth Advisors LLC | 8 541 | 34,25 | 304 | 24,69 | ||||
| 2026-05-07 | 13F | Carson Advisory Inc. | 219 371 | 4,28 | 7 807 | -2,90 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 30 808 | 1 096 | ||||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 135 619 | 7,13 | 4 827 | -0,25 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 10 262 | 4,42 | 365 | -2,67 |
