CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF – Własność instytucjonalna – Sprzedawcy

Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
US ˙ BATS ˙ US69374H8575

Własność instytucjonalna i funduszowa – Sprzedający

Na tej stronie znajdują się instytucje, fundusze i głównych akcjonariuszy, którzy zmniejszyli swoje udziały lub zamknęli swoje pozycje w ostatnim okresie sprawozdawczym. Czerwone rzędy wskazują pozycje zamknięte. Kliknij 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
(%)
2026-05-14 13F Hazlett, Burt & Watson, Inc. 12 818 -0,13 1
2026-04-17 13F Nautilus Advisors LLC 9 479 -10,46 425 -9,38
2026-04-27 13F Truist Financial Corp 15 449 -28,06 713 -25,45
2026-04-20 13F Penobscot Wealth Management 0 -100,00 0
2026-05-11 13F Ashton Thomas Private Wealth, LLC 17 363 -2,90 779 -2,50
2026-02-17 13F Snowden Capital Advisors LLC 12 813 -0,09 573 1,96
2026-04-24 13F Private Advisor Group, LLC 103 242 -4,08 4 633 -2,99
2026-04-23 13F Intrua Financial, LLC 7 219 -2,26 324 -1,22
2026-05-14 13F Cwm, Llc 6 177 -4,02 277
2026-01-21 13F Kraematon Investment Advisors, Inc 0 -100,00 0
2026-04-14 13F Prospera Financial Services Inc 47 834 -2,17 2 147 -1,06
2026-05-11 13F Savvy Advisors, Inc. 11 551 -4,69 518 -3,54
2026-05-12 13F Ausdal Financial Partners, Inc. 56 963 -41,99 2 556 -41,36
2026-02-17 13F TCG Advisory Services, LLC 0 -100,00 0
2026-05-08 13F Moors & Cabot, Inc. 37 021 -5,05 1 661 -3,99
2026-05-13 13F Transcend Wealth Collective, Llc 20 792 -6,81 933 -5,76
2026-05-15 13F Prelude Capital Management, Llc 0 -100,00 0
2026-01-08 13F True Wealth Design, LLC 0 -100,00 0
2026-05-14 13F Mcguire Capital Advisors Inc 838 -8,62 38 -7,50
2026-05-07 13F Perissos Private Wealth Management, LLC 0 -100,00 0
2026-05-13 13F Keystone Financial Group 4 929 -4,16 221 -3,07
2026-04-20 13F First PREMIER Bank 47 965 -3,10 2 0,00
2026-05-05 13F PFG Advisors 26 106 -32,74 1 171 -32,00
2026-05-01 13F Compass Financial Services Inc 0 -100,00 0
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-05-13 13F SRS Capital Advisors, Inc. 7 919 -13,65 355 -12,56
2026-05-19 13F Western Wealth Management, LLC 28 766 -17,04 1 291 -16,12
2026-01-12 13F Focus Financial Network, Inc. 0 -100,00 0
2026-01-22 13F Bfsg, Llc 0 -100,00 0
2026-05-15 13F Wellspring Financial Advisors, LLC 0 -100,00 0
2026-04-10 13F Financial Partners Group, Inc 7 563 -6,01 339 -7,12
2026-05-19 13F Mascagni Wealth Management, Inc. 5 626 -3,33 252 -2,33
2026-05-06 13F Avalon Trust Co 0 -100,00 0
2026-05-07 13F Northwestern Mutual Wealth Management Co 1 310 020 -17,94 58 781 -17,02
2026-04-17 13F Certified Advisory Corp 36 723 -55,67 1 648 -55,18
2026-05-08 13F Russell Investments Group, Ltd. 4 321 -37,76 194 -37,34
2026-05-05 13F UBS Group AG 1 144 105 -5,85 51 336 -4,79
2026-05-15 13F Advisor Group Holdings, Inc. 674 054 -10,73 30 254 -9,74
2026-05-15 13F Two Sigma Investments, Lp 124 500 -78,83 5 586 -78,59
2026-05-15 13F Tower Research Capital LLC (TRC) 16 567 -56,58 743 -56,11
2026-05-06 13F American Financial & Tax Strategies Inc 45 221 -1,54 2 029 -0,39
2026-04-13 13F Creative Financial Designs Inc /adv 6 860 -55,10 308 -54,65
2026-01-23 13F Cathy Pareto & Associates, Inc 0 -100,00 0
2026-05-14 13F Allworth Financial LP 15 127 -9,86 679 -8,87
2026-04-27 13F Pensionmark Financial Group, Llc 7 119 -15,49 319 -14,48
2026-04-30 13F Kestra Advisory Services, LLC 325 733 -24,04 14 616 -23,19
2026-05-04 13F Carrera Capital Advisors 0 -100,00 0
2026-05-06 13F Ceera Investments, Llc 5 585 -1,85 251 -0,79
2026-04-17 13F BCS Wealth Management 45 101 -53,83 2 024 -53,32
2026-05-13 13F AE Wealth Management LLC 1 718 -26,42 77 -25,24
2026-04-23 13F Oppenheimer & Co Inc 100 111 -3,77 4 492 -2,71
2026-02-03 13F Orion Capital Management LLC 0 -100,00 0
2026-05-01 13F Global Assets Advisory, LLC 0 -100,00 0
2026-05-14 13F Modern Wealth Management, LLC 27 771 -89,97 1 248 -89,85
2026-05-14 13F Captrust Financial Advisors 57 660 -6,07 2 587 -4,99
2026-02-17 13F Mpwm Advisory Solutions, Llc 0 -100,00 0
2026-05-13 13F Calton & Associates, Inc. 8 580 -1,99 385 -0,77
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-04-09 13F TrueWealth Advisors, LLC 8 521 -16,57 382 -15,67
2026-04-28 13F Belpointe Asset Management LLC 13 398 -8,59 601 -7,54
2026-04-22 13F Janney Montgomery Scott LLC 117 925 -73,77 5 -73,68
2026-05-13 13F Signature Equity Partners, LLC 26 074 -16,77 1 170 -15,90
2026-05-11 13F National Wealth Management Group, LLC 9 237 -0,41 414 0,73
2026-05-01 13F Monetary Solutions, Ltd 2 934 -7,71 132 -7,09
2026-01-29 13F West Bancorporation Inc 0 -100,00 0 -100,00
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 613 217 -15,92 28 -15,62
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-05 13F BlueChip Wealth Advisors LLC 15 921 -28,67 668 -32,53
2026-05-07 13F Key Capital Management, INC 495 -4,62 22 -4,35
2026-01-09 13F Teamwork Financial Advisors, LLC 0 -100,00 0
2026-05-06 13F LPL Financial LLC 3 137 746 -12,03 140 791 -11,04
2026-02-05 13F 626 Financial, LLC 0 -100,00 0
2026-04-15 13F Bright Futures Wealth Management, LLC. 5 739 -8,34 257 -7,22
2026-04-06 13F CX Institutional 0 -100,00 0
2026-05-13 13F/A Atlas Wealth LLC 70 562 -1,00 3 166 0,13
2026-05-14 13F Raymond James Financial Inc 1 636 696 -29,34 73 439 -28,54
2026-04-21 13F Claro Advisors LLC 41 427 -1,68 1 859 -0,59
2026-04-16 13F Sheets Smith Wealth Management 19 668 -5,72 883 -4,65
2026-01-21 13F Indiana Trust & Investment Management CO 0 -100,00 0
2026-04-14 13F Nbc Securities, Inc. 1 503 -19,88 67 -19,28
2026-02-10 13F Ritter Daniher Financial Advisory LLC / DE 0 -100,00 0
2026-05-11 13F Wells Fargo & Company/mn 1 585 707 -29,61 71 151 -28,81
2026-05-07 13F Commonwealth Financial Services, LLC 9 509 -4,49 427 -3,40
2026-04-24 13F National Asset Management, Inc. 7 143 -7,93 314 -8,72
2026-02-11 13F J.Safra Asset Management Corp 0 -100,00 0
2026-05-04 13F Geneos Wealth Management Inc. 45 181 -13,21 2 027 -12,21
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-05-15 13F PSI Advisors, LLC 164 120 -3,77 7 364 -3,41
2026-05-05 13F Smith, Moore & Co. 5 659 -1,55 254 -0,78
2026-05-14 13F Tempo Wealth, LLC 7 024 -57,00 315 -56,49
2026-05-15 13F Tradition Wealth Management, LLC 7 582 -6,87 340 -5,82
2026-05-12 13F Ameritas Advisory Services, LLC 0 -100,00 0
2026-04-15 13F Northbridge Financial Group, Llc 38 557 -2,61 1 778 1,25
2026-04-14 13F Drive Wealth Management, Llc 37 097 -17,51 1 665 -17,21
2026-05-13 13F Intrepid Financial Planning Group LLC 4 631 -4,50 208 -3,72
2026-02-06 13F Rps Advisory Solutions Llc 0 -100,00 0
2026-01-27 13F 5T Wealth, LLC 0 -100,00 0
2026-04-27 13F Moneywise, Inc. 25 508 -17,93 1 145 -17,04
2026-05-15 13F Glen Eagle Advisors, LLC 18 618 -12,73 835 -11,73
2026-05-13 13F Mariner, LLC 109 901 -41,26 4 931 -40,59
2026-05-01 13F Sachetta, LLC 124 -9,49 6 -16,67
2026-05-15 13F Royal Bank Of Canada 829 581 -13,70 37 223 -12,72
2026-05-06 13F Dunhill Financial, LLC 0 -100,00 0
2026-02-05 13F Plante Moran Financial Advisors, LLC 0 -100,00 0
2026-02-27 13F Instrumental Wealth, Llc 0 -100,00 0
2026-02-12 13F BRYN MAWR TRUST Co 0 -100,00 0 -100,00
2026-05-04 13F Mml Investors Services, Llc 349 901 -35,33 15 700 -34,60
2026-04-28 13F Clay Northam Wealth Management, LLC 71 820 -3,27 3 223 -2,19
2026-05-14 13F Tripletail Wealth Management, LLC 9 445 -21,85 426 -20,52
2026-05-05 13F Capital Investment Advisory Services, LLC 2 783 -44,86 125 -44,39
2026-05-14 13F Trustmark National Bank Trust Department 6 431 -86,47 289 -86,34
2026-05-13 13F Kingdom Financial Group LLC. 0 -100,00 0
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 75 457 -41,38 3 374 -40,93
2026-05-04 13F Sigma Planning Corp 22 291 -48,66 1 000 -48,08
2026-05-14 13F Level Four Advisory Services, Llc 35 103 -0,83 1 575 0,32
2026-05-04 13F Procyon Private Wealth Partners, LLC 232 785 -1,37 10 445 -0,26
2026-05-13 13F Brinker Capital Investments, LLC 0 -100,00 0
2026-05-14 13F Us Bancorp \de\ 0 -100,00 0
2026-02-17 13F Quadrature Capital Ltd 0 -100,00 0
2026-04-22 13F Wetzel Investment Advisors, Inc. 6 451 -6,41 289 -6,17
2026-04-22 13F BigSur Wealth Management LLC 13 100 -9,30 588 -8,99
2026-01-26 13F Mountain Hill Investment Partners Corp. 0 -100,00 0
2026-02-12 13F Commonwealth Equity Services, Llc 751 751 -11,69 33 355 90 048,65
2026-05-07 13F VisionPoint Advisory Group, LLC 7 129 -4,92 320 -3,92
2026-05-15 13F Tudor Investment Corp Et Al 0 -100,00 0
2026-02-04 13F/A Nwam Llc 0 -100,00 0
2026-02-06 13F Global Retirement Partners, LLC 35 565 -7,76 1 578 -6,52
2026-05-12 13F Moneta Group Investment Advisors Llc 42 748 -26,83 1 918 -26,00
2026-04-24 13F Root Financial Partners, LLC 0 -100,00 0
2026-05-15 13F Equitable Holdings, Inc. 95 041 -9,73 4 217 -9,72
2026-04-15 13F Signature Estate & Investment Advisors Llc 20 241 -10,36 908 -9,29
2026-05-15 13F Bank Of America Corp /de/ 11 003 225 -7,25 493 715 -6,21
2026-04-21 13F Laurel Oak Wealth Management, Llc 28 565 -21,15 1 282 -20,29
2026-01-29 13F Concurrent Investment Advisors, LLC 66 210 -3,50 2 938 -2,20
2026-04-21 13F Moseley Investment Management Inc 10 100 -4,62 453 -3,41
2026-04-20 13F Ronald Blue Trust, Inc. 12 -62,50 1 -100,00
2026-05-12 13F Channel Wealth Llc 9 038 -8,81 406 -7,74
2026-04-28 13F Jacksonville Wealth Management, LLC 0 -100,00 0
2026-01-12 13F CVA Family Office, LLC 0 -100,00 0
2026-05-05 13F Coquina Private Wealth LLC 6 764 -34,94 304 -34,27
2026-05-12 13F Benjamin Edwards Inc 42 795 -1,49 1 920 -0,36
2026-05-15 13F CI Private Wealth, LLC 46 530 -10,13 2 088 -9,14
2026-04-10 13F Wealth Group Ltd 23 177 -24,87 1 040 -24,05
2026-04-03 13F Adirondack Trust Co 3 736 -14,11 168 -13,02
2026-04-22 13F Fearless Solutions, LLC dba Best Invest 227 341 -2,24 10 201 -1,14
2026-05-04 13F Inlight Wealth Management, LLC 73 787 -5,41 3 311 -4,36
2026-04-23 13F J.w. Cole Advisors, Inc. 74 515 -15,27 3 343 -13,68
2026-05-08 13F Firestone Capital Management 32 166 -11,29 1 443 -10,26
2026-05-15 13F Morgan Stanley 4 163 623 -13,16 186 822 -12,18
2026-02-05 13F Dana Investment Advisors, Inc. 0 -100,00 0
2026-05-14 13F Atomi Financial Group, Inc. 0 -100,00 0
2026-05-04 13F Bleakley Financial Group, LLC 0 -100,00 0
2026-05-15 13F Ameriprise Financial Inc 374 214 -12,29 16 786 -11,19
2026-04-15 13F Silverlake Wealth Management Llc 5 582 -0,62 250 0,40
2026-01-27 13F Fortitude Financial, LLC 0 -100,00 0
2026-02-12 13F Wealthspire Advisors, LLC 0 -100,00 0
2026-05-15 13F Advisory Services Network, LLC 20 016 -21,28 898 -20,39
2026-05-22 13F WNY Asset Management, LLC 38 566 -6,36 1 730 -4,05
2026-05-13 13F Triumph Capital Management 169 -5,59 8 0,00
2026-05-04 13F 1 North Wealth Services Llc 0 -100,00 0 -100,00
2026-04-21 13F Trilogy Capital Inc. 9 093 -7,25 408 -6,21
2026-03-04 13F/A Savant Capital, LLC 0 -100,00 0
2026-05-15 13F Warren Averett Asset Management, LLC 5 567 -10,56 250 -9,78
2026-05-08 13F Steward Partners Investment Advisory, Llc 287 374 -1,36 12 894 -0,25
2026-01-20 13F Sylvest Advisors, LLC 0 -100,00 0
2026-04-27 13F Carter Financial Group, INC. 106 008 -0,46 4 757 -0,08
2026-05-13 13F Cetera Investment Advisers 1 838 316 -4,41 82 485 -3,33
2026-01-22 13F Premier Path Wealth Partners, LLC 56 507 -6,80 2 507 -5,54
2026-02-03 13F Mma Asset Management Llc 0 -100,00 0
2026-05-14 13F CIBC World Markets Inc. 0 -100,00 0
2026-02-03 13F Centerpoint Advisory Group 0 -100,00 0
2026-02-06 13F Kilter Group LLC 0 -100,00 0
2026-05-28 13F Cozad Asset Management Inc 54 869 -17,45 2 462 -16,55
2026-05-12 13F Leavell Investment Management, Inc. 0 -100,00 0
2026-05-05 13F West Michigan Advisors, Llc 6 508 -24,71 292 -24,35
2026-05-15 13F Summit Financial, LLC 80 749 -8,98 3 623 -8,63
2026-04-07 13F CoreCap Advisors, LLC 31 -89,38 1 -91,67
2026-05-14 13F Hilltop Holdings Inc. 4 614 -7,42 207 -6,33
2026-01-29 13F Comerica Bank 19 120 -44,68 848 -43,95
2026-02-13 13F Barclays Plc 0 -100,00 0
2026-05-15 13F IHT Wealth Management, LLC 45 916 -16,22 2 060 -15,26
2026-05-04 13F Bedel Financial Consulting, Inc. 37 429 -2,25 1 679 -1,12
2026-05-04 13F Copia Wealth Management 37 860 -27,15 1 699 -26,33
2026-05-13 13F Garden State Investment Advisory Services LLC 17 852 -10,03 801 -8,98
2026-05-14 13F Capital Analysts, Inc. 17 864 -9,85 1
2026-05-15 13F MAI Capital Management 16 055 -3,77 720 -2,70
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7 742 -5,85 347 -4,67
2026-05-04 13F Worth Financial Advisory Group, LLC 0 -100,00 0
2026-01-20 13F AdvisorNet Financial, Inc 0 -100,00 0
2026-02-12 13F CIBC Private Wealth Group, LLC 65 -92,05 3 -94,29
2026-05-06 13F Assetmark, Inc 1 396 -0,36 63 0,00
2026-04-27 13F Nvwm, Llc 6 064 -0,30 272 1,12
2026-04-24 13F Mitchell Mcleod Pugh & Williams Inc 30 677 -21,69 1 376 -24,85
2026-02-17 13F Capasso Planning Partners LLC 0 -100,00 0
2026-05-15 13F Ameriflex Group, Inc. 5 158 -8,22 231 -7,23
2026-05-15 13F Beacon Pointe Advisors, LLC 17 439 -7,27 783 -6,24
2026-01-23 13F Rsm Us Wealth Management Llc 0 -100,00 0
2026-05-15 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2026-05-11 13F Insight Advisors, LLC/ PA 0 -100,00 0
2026-04-28 13F Stratos Wealth Advisors, LLC 40 679 -32,17 1 825 -31,42
2026-05-15 13F GWM Advisors LLC 110 692 -44,02 2 476 -71,78
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2026-04-28 13F Stratos Wealth Partners, LTD. 55 046 -4,35 2 470 -3,29
2026-04-15 13F DAVENPORT & Co LLC 45 397 -4,15 2 037 -3,09
2026-05-05 13F D.a. Davidson & Co. 420 172 -14,54 18 853 -13,58
2026-05-11 13F Integrity Alliance, Llc. 12 896 -81,17 579 -80,98
2026-02-05 13F Bessemer Group Inc 0 -100,00 0
2026-04-17 13F HHM Wealth Advisors, LLC 380 206 -49,91 17 060 -49,34
2026-04-13 13F IFP Advisors, Inc 23 036 -4,88 1 034 -3,82
2026-05-15 13F/A EverSource Wealth Advisors, LLC 68 439 -16,85 3 071 -15,91
2026-04-27 13F PFG Investments, LLC 5 019 -0,44 225 0,90
2026-05-08 13F Comprehensive Financial Consultants Institutional, Inc. 6 077 -3,06 273 -2,16
2026-05-04 13F Avantax Planning Partners, Inc. 7 611 -2,72 342 -1,73
2026-02-17 13F Two Sigma Securities, Llc 0 -100,00 0
2026-04-23 13F Fortune Financial Group, Inc. 0 -100,00 0
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-20 13F Heritage Wealth Management, Inc. 6 106 -20,15 274 -19,47
2026-05-15 13F Family Management Corp 101 275 -27,60 4 544 -26,78
2026-05-13 13F NewEdge Wealth, LLC 10 395 -15,49 466 -14,50
2026-05-05 13F Sanctuary Advisors, LLC 94 346 -18,18 4 233 -17,26
2026-02-17 13F Fairscale Capital, LLC 0 -100,00 0
2026-04-08 13F Clarus Wealth Advisors 102 832 -3,06 4 674 -3,47
2026-04-30 13F Millstone Evans Group, LLC 14 532 -0,64 652 0,62
2026-04-14 13F Opal Wealth Advisors, LLC 7 063 -7,93 317 -7,06
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 17 533 -1,64 787 -5,64
2026-04-21 13F Long Island Wealth Management, Inc. 175 968 -3,06 7 896 -1,97
2026-05-07 13F Z3 Capital Partners, LLC 17 638 -8,24 791 -7,16
2026-05-21 13F Verus Capital Partners, Llc 62 155 -3,35 2 789 -2,28
2026-02-13 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-02-13 13F Allie Family Office LLC 0 -100,00 0
2026-05-12 13F Kingsview Wealth Management, LLC 33 050 -9,66 1 483 -8,69
2026-04-16 13F IVC Wealth Advisors LLC 5 186 -20,19 233 -19,44
2026-04-30 13F LRI Investments, LLC 0 -100,00 0
2026-05-14 13F Rubicon Advisors, GP 0 -100,00 0
2025-12-16 13F Garde Capital, Inc. 0 -100,00 0
2026-04-28 13F Golden State Wealth Management, LLC 877 -45,86 39 -45,07
2026-05-14 13F Gwn Securities Inc. 4 696 -1,68 211 -0,47
2026-05-14 13F We Are One Seven, LLC 9 735 -5,03 437 -3,96
2026-05-11 13F SCS Capital Management LLC 0 -100,00 0
2026-04-28 13F Oxler Private Wealth LLC 4 683 -6,45 210 -5,41
2026-05-15 13F AlphaCore Capital LLC 0 -100,00 0
2026-01-27 13F Tme Financial, Inc. 0 -100,00 0
2026-02-02 13F B.O.S.S. Retirement Advisors, LLC 0 -100,00 0
2026-04-24 13F Goldstone Financial Group, LLC 19 193 -10,26 861 -9,18
2026-04-24 13F KPP Advisory Services LLC 26 895 -27,52 1 207 -26,73
2026-05-19 13F Paragon Private Wealth Management, LLC 14 587 -3,94 655 -2,82
2026-05-18 13F Centaurus Financial, Inc. 10 573 -86,28 0 -100,00
2026-02-05 13F Atria Investments Llc 0 -100,00 0
2026-04-09 13F Whitaker-Myers Wealth Managers, LTD. 8 651 -6,46 388 -5,37
2026-04-28 13F Flagship Harbor Advisors, Llc 7 914 -12,98 355 -11,91
2026-05-11 13F OpenArc Corporate Advisory, LLC 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 245 704 -32,18 11 094 -32,88
2026-05-12 13F Creative Planning 7 998 -11,03 359 -10,05
2026-04-07 13F Howard Financial Services, Ltd. 180 235 -14,33 8 087 -13,36
2026-05-04 13F HBW Advisory Services LLC 4 824 -13,47 216 -12,55
2026-05-04 13F Envestnet Asset Management Inc 1 011 781 -8,14 45 399 -7,11
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 0 -100,00 0
2026-05-07 13F MONECO Advisors, LLC 7 151 -21,27 321 -20,40
2026-04-16 13F Financial Management Network Inc 6 955 -45,75 319 -44,60
2026-04-16 13F Capital Advisors, Ltd. LLC 9 453 -16,40 0
2026-05-13 13F/A Jpmorgan Chase & Co 2 786 -20,54 123 -21,29
2026-05-07 13F Rothschild Investment Llc 465 -4,12 21 -4,76
2026-05-12 13F Ellis Investment Partners, LLC 58 357 -5,20 2 619 -4,14
2026-05-01 13F International Assets Investment Management, Llc 15 614 -3,29 702 -2,09
2026-01-08 13F Cooper Financial Group 0 -100,00 0
2026-01-22 13F Apollon Wealth Management, LLC 0 -100,00 0
2026-05-05 13F HighTower Advisors, LLC 248 207 -2,38 11 137 -1,28
2026-05-15 13F Harbour Investments, Inc. 28 411 -3,38 1 275 -2,30
2026-04-27 13F Sound Income Strategies, LLC 912 -65,02 41 -66,10
2026-05-05 13F Gaddis Premier Wealth Advisors LLC 6 955 -13,80 312 -12,61
2026-04-13 13F Plan Group Financial, LLC 21 242 -29,91 953 -29,09
2026-02-13 13F Bey-Douglas LLC 0 -100,00 0
2026-01-15 13F One + One Wealth Management, Llc 0 -100,00 0
2026-05-04 13F Chicago Partners Investment Group LLC 36 660 -7,58 1 766 -2,11
2026-05-15 13F United Capital Financial Advisers, Llc 9 130 -11,88 410 -10,89
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