Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Vanguard World Fund - Vanguard ESG International Stock ETF, to m.in Vanguard Advisers Inc, Sanchez Levi Garrett, Quent Long Short Global Small Cap Fund, LP, Vanguard National Trust Co, Dorsey & Whitney Trust CO LLC, Barings Llc, FinArc Investments, Inc., Mesirow Financial Investment Management, Inc., Caliber Wealth Management, LLC / KS, Vantus Wealth LLC, Wealth Group Ltd, Madson Wealth Advisors Inc, Tiaa-cref Individual & Institutional Services, Llc, Acropolis Investment Management, LLC, Action Point Financial Planning, Llc, Park Avenue Securities Llc, Chilton Investment Co Llc, Gladstone Institutional Advisory LLC, Sandbox Financial Partners, LLC, i Fortis Capital Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | Apella Capital, LLC | 304 114 | 94,02 | 24 010 | 113,89 | ||||
| 2026-04-28 | 13F | Angeles Investment Advisors, LLC | 172 608 | 2,57 | 12 381 | 2,73 | ||||
| 2026-05-14 | 13F | Prime Buchholz LLC | 287 848 | 2,91 | 20 647 | 3,07 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 463 | 43 | ||||||
| 2026-05-13 | 13F | Choate Investment Advisors | 25 267 | 155,87 | 1 812 | 156,29 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 274 015 | 2,02 | 19 655 | 2,18 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 23 307 | 0,52 | 1 672 | 0,66 | ||||
| 2026-04-28 | 13F | Family CFO Inc | 16 613 | 0,01 | 1 192 | 0,17 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2 009 | 8,71 | 144 | 9,09 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 20 938 | 2 153,82 | 1 502 | 2 174,24 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 5 941 | 426 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 4 402 | 316 | ||||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 87 132 | 6 250 | ||||||
| 2026-04-14 | 13F | Quantum Financial Planning Services, Inc. | 4 169 | 2,28 | 299 | 2,75 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 3 777 | 0,13 | 271 | 0,00 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 95 911 | 9,45 | 6 880 | 9,61 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 6 047 | 38,53 | 434 | 38,78 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 3 072 | 4,17 | 220 | 4,27 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 9 194 | 47,29 | 660 | 47,43 | ||||
| 2026-04-29 | 13F | Bluestem Financial Advisors, Llc | 58 666 | 0,90 | 4 208 | 1,06 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 14 434 | 26,24 | 1 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 3 288 | 2,08 | 236 | 2,17 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 150 006 | 11,03 | 10 760 | 11,19 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 70 404 | 370,11 | 5 050 | 371,08 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 8 701 | 8,44 | 1 | |||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 15 406 | 3,99 | 1 105 | 4,15 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 4 256 | 30,63 | 333 | 42,92 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 6 868 | 0,26 | 493 | 0,41 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 162 123 | 41,82 | 11 629 | 42,04 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 93 324 | 0,64 | 6 694 | 0,80 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 626 | 0,16 | 45 | 0,00 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 189 747 | 9,97 | 13 611 | 10,14 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 83 443 | 27,98 | 5 976 | 32,13 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 2 929 | 210 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 25 485 | 1,53 | 1 828 | 1,73 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 3 883 | 279 | ||||||
| 2026-05-12 | 13F | Creative Planning | 1 573 042 | 12,40 | 112 834 | 12,57 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 10 500 | 3,79 | 753 | 4,01 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 5 961 | 0,57 | 428 | 0,71 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 804 | 58 | ||||||
| 2026-05-11 | 13F | Ellevest, Inc. | 3 646 | 0,52 | 262 | 0,77 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 3 569 | 69,63 | 256 | 70,00 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 26 105 | 23,17 | 1 872 | 23,40 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 10 067 | 0,92 | 722 | 1,12 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 27 570 | 6,01 | 1 978 | 6,18 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 66 008 | 13,46 | 4 735 | 13,63 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 17 406 | 0,30 | 1 249 | 0,48 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 13 247 | 5,24 | 950 | 5,44 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 167 332 | 20,41 | 11 598 | 16,53 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 4 878 | 0,54 | 350 | 0,58 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 311 819 | 15,10 | 22 364 | 15,26 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 4 991 | 1,42 | 358 | 1,70 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 1 419 | 70,96 | 102 | 71,19 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 9 559 | 6,84 | 686 | 7,03 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 154 047 | 0,93 | 11 050 | 1,08 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 3 314 | 238 | ||||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 3 302 | 2,45 | 237 | 2,61 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 57 831 | 0,23 | 4 148 | 0,39 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 2 969 | 213 | ||||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 5 396 | 16,42 | 387 | 16,92 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 133 556 | 3,60 | 10 | 0,00 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 3 595 | 0,62 | 258 | 0,78 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 35 061 | 2 515 | ||||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 4 919 | 352 | ||||||
| 2026-05-12 | 13F | Fiera Capital Corp | 2 812 | 0,57 | 202 | 0,50 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 51 868 | 56,26 | 4 | 50,00 | ||||
| 2026-05-07 | 13F | Amara Financial, Llc. | 16 768 | 4,55 | 1 203 | 4,70 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 9 968 | 0,35 | 715 | 0,56 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 1 005 | 72 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 105 | 8 | ||||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 195 758 | 2,20 | 14 042 | 0,91 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 5 901 | 13,55 | 423 | 13,44 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 77 992 | 0,81 | 5 594 | 0,97 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 14 340 | 2,75 | 1 029 | 2,90 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 8 235 | 0,39 | 591 | 0,51 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 8 668 | 18,53 | 622 | 18,74 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 4 177 | 2,53 | 300 | 2,75 | ||||
| 2026-04-16 | 13F | Thompson Davis & Co., Inc. | 9 451 | 2,33 | 678 | 2,42 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 81 817 | 5 860 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 10 992 | 0,01 | 788 | 0,13 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 257 427 | 2,28 | 18 465 | 2,44 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 176 | 13 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 261 | 19 | ||||||
| 2026-04-20 | 13F | Dagco, Inc. | 439 | 0,69 | 31 | 0,00 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 5 336 | 383 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 12 198 | 11,03 | 1 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 13 200 | 9,77 | 947 | 9,87 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 28 169 | 26,78 | 2 021 | 26,96 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 893 | 524,48 | 65 | 540,00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1 753 | 10,95 | 126 | 10,62 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 16 209 | 11,33 | 1 163 | 11,52 | ||||
| 2026-04-16 | 13F | Orser Capital Management, Llc | 61 080 | 76,94 | 4 381 | 77,22 | ||||
| 2026-05-05 | 13F | UBS Group AG | 228 605 | 2,27 | 16 398 | 2,43 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 125 484 | 4,37 | 9 001 | 4,53 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 9 740 | 66,15 | 699 | 66,59 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 4 925 | 27,10 | 353 | 27,44 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 133 833 | 2,48 | 9 600 | 2,63 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 4 298 | 25,34 | 308 | 25,71 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 34 001 | 0,62 | 2 439 | 0,74 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 3 750 | 0 | ||||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 4 423 | 0,05 | 317 | 0,32 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 10 448 | 8,71 | 749 | 8,87 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 36 384 | 33,47 | 2 610 | 33,66 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 10 420 | 0,30 | 747 | 0,40 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 12 930 | 927 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 4 527 | 4,09 | 325 | 4,18 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 5 175 | 16,50 | 371 | 16,67 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 27 684 | 4,15 | 2 | 0,00 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 7 003 | 6,27 | 502 | 6,36 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 4 900 | 351 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 20 481 | 25,65 | 1 469 | 25,88 | ||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 44 263 | 86,89 | 3 175 | 87,15 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 16 841 | 0,24 | 1 208 | 0,42 | ||||
| 2026-05-04 | 13F | Nwam Llc | 3 060 | 0,53 | 219 | -3,52 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 9 469 | 25,67 | 679 | 25,97 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 4 505 | 2,95 | 323 | 3,19 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 12 180 | 14,76 | 1 | |||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 14 422 | 6,97 | 1 166 | 12,34 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 5 228 | 2,89 | 375 | 3,31 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 157 609 | 0,59 | 11 | 0,00 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 4 587 | 0,15 | 329 | 0,30 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 4 108 | 9,02 | 295 | 9,29 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 47 484 | 0,40 | 3 406 | 0,56 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 17 900 | 4,81 | 1 284 | 4,48 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 26 233 | 7,94 | 1 882 | 8,10 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 397 426 | 15,23 | 28 507 | 15,40 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management (Europe) Ltd | 830 | 123,12 | 60 | 126,92 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 245 569 | 4,71 | 18 | 6,25 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 41 988 | 1,94 | 3 012 | 2,10 | ||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 2 894 | 1,72 | 208 | 1,97 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 60 921 | 13,00 | 4 363 | 145 333,33 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 42 826 | 0,47 | 3 364 | 5,62 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 15 619 | 45,41 | 1 120 | 45,64 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 114 262 | 0,05 | 8 196 | 0,21 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 3 314 | 238 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 3 455 | 248 | ||||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 5 562 | 8,80 | 398 | 12,43 | ||||
| 2026-05-14 | 13F | Betterment LLC | 21 842 | 2,57 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 3 100 | 222 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 4 509 | 98,81 | 323 | 99,38 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 18 035 | 5,19 | 1 249 | 1,79 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 17 677 | 20,75 | 1 268 | 20,90 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 10 212 | 12,81 | 733 | |||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 43 697 | 6,99 | 3 134 | 7,15 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 112 | 8 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 6 434 | 0,50 | 461 | 0,66 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 9 219 | 0,22 | 661 | 0,46 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 3 615 | 259 | ||||||
| 2026-04-28 | 13F | Farnam Financial LLC | 8 932 | 3,60 | 641 | 3,73 | ||||
| 2026-04-21 | 13F | Northeast Investment Management | 4 208 | 10,07 | 302 | 10,26 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 2 891 | 55,18 | 207 | 55,64 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 427 | 31 | ||||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 3 885 | 279 | ||||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 312 | 0,97 | 22 | 0,00 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 4 405 | 0,89 | 316 | 0,96 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 194 326 | 20,19 | 13 939 | 20,36 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 4 865 | 41,10 | 349 | 41,46 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 4 374 | 1,82 | 314 | 1,95 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 41 302 | 3,82 | 2 963 | 3,97 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 79 375 | 3,33 | 5 694 | 3,49 | ||||
| 2026-05-13 | 13F | Cambridge Associates Llc /ma/ /adv | 34 087 | 5,61 | 2 445 | 5,80 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 3 455 | 248 | ||||||
| 2026-05-12 | 13F | KilterHowling LLC | 6 123 | 12,49 | 439 | 12,85 | ||||
| 2026-05-11 | 13F | Wealth Management Strategies, Inc. | 5 483 | 1,20 | 393 | 1,29 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 43 224 | 0,46 | 3 100 | 0,62 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 441 531 | 0,41 | 31 671 | 0,57 | ||||
| 2026-04-08 | 13F | Ervin Investment Management, LLC | 4 228 | 15,27 | 303 | 15,65 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 3 967 148 | 3,86 | 284 127 | 7,23 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 4 856 | 0,10 | 348 | 0,29 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 43 900 | 0,86 | 3 149 | 0,99 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 725 | 291,89 | 52 | 300,00 | ||||
| 2026-05-14 | 13F | Rock Point Advisors, LLC | 11 150 | 4,21 | 800 | 4,31 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 248 507 | 71,36 | 17 825 | 71,63 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 14 106 | 24,57 | 1 012 | 24,66 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 22 279 | 1 598 | ||||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 3 959 | 4,27 | 284 | 4,43 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 4 180 | 0,60 | 300 | 0,67 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 7 255 | 7,90 | 520 | 8,11 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 3 346 | 0,60 | 240 | 0,42 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 4 022 741 | 288 551 | ||||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 20 030 | 4,83 | 1 437 | 4,97 | ||||
| 2026-05-14 | 13F | Stance Capital Llc | 1 167 | 84 | ||||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 8 614 | 7,10 | 620 | 4,56 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 62 833 | 19,26 | 4 507 | 19,45 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2 100 | 481,72 | 151 | 500,00 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 7 906 | 567 | ||||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 4 468 | 320 | ||||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 27 394 | 1 965 | ||||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 3 948 | 0,33 | 283 | 0,71 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 217 098 | 122,10 | 16 | 114,29 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 44 270 | 6,75 | 3 175 | 6,90 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 212 | 15 | ||||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 6 792 | 1,01 | 487 | 1,25 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 17 750 | 0,25 | 1 273 | 0,39 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 1 997 | 143 | ||||||
| 2026-05-13 | 13F | Northstar Asset Management Inc | 184 289 | 69,79 | 13 219 | 70,06 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 2 046 | 0,29 | 147 | 0,00 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 115 474 | 2,65 | 8 283 | 2,81 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 88 116 | 0,02 | 6 321 | 0,17 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 16 326 | 0,59 | 1 171 | 0,77 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 16 814 | 4,00 | 1 302 | 12,45 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 15 581 | 1 042,30 | 1 118 | 0,72 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 75 646 | 2,83 | 5 426 | 3,00 | ||||
| 2026-05-15 | 13F | Fmr Llc | 20 904 | 3,14 | 1 499 | 3,31 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 6 057 | 8,55 | 434 | 8,77 | ||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 3 220 | 1,16 | 231 | 1,32 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 27 391 | 0,05 | 1 965 | 0,20 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 5 053 | 7,15 | 362 | 7,42 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 1 232 | 29,55 | 88 | 29,41 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 2 557 | 0,31 | 183 | 0,55 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 9 400 | 1,52 | 674 | 1,66 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 52 817 | 0,28 | 3 789 | 0,45 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 9 820 | 0,34 | 711 | -2,34 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 2 827 | 0,60 | 203 | 0,50 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 11 653 | 0,15 | 836 | 0,24 | ||||
| 2026-05-06 | 13F | Barings Llc | 17 809 | 1 277 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 9 716 | 16,86 | 697 | 16,97 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 2 970 | 0,61 | 213 | 0,95 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 178 164 | 8,74 | 12 780 | 8,91 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 2 789 | 200 | ||||||
| 2026-05-07 | 13F | Zevin Asset Management Llc | 6 025 | 16,22 | 432 | 16,44 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 3 092 | 1,24 | 222 | 1,38 | ||||
| 2026-05-20 | 13F | FinArc Investments, Inc. | 11 517 | 826 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 6 370 | 2,53 | 457 | 2,70 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 891 | 64 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 13 539 | 7,11 | 971 | 7,29 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 399 | 30,39 | 29 | 33,33 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 126 099 | 60,16 | 9 045 | 60,40 | ||||
| 2026-04-17 | 13F | New Covenant Trust Company, N.A. | 69 465 | 6,24 | 4 983 | 4,88 |
