Basisstatistiken
| Institutionelle Eigentümer | 327 total, 327 long only, 0 short only, 0 long/short - change of 6,58% MRQ |
| Durchschnittliche Portfolioallokation | 0.3750 % - change of 16,18% MRQ |
| Institutionelle Aktien (Long) | 53.588.785 (ex 13D/G) - change of 0,38MM shares 5,22% MRQ |
| Institutioneller Wert (Long) | $ 6.020.027 USD ($1000) |
Institutioneller Eigentümerschaft und Aktionäre
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF (MX:RWL) hat 327 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 53,588,785 Aktien. Die größten Aktionäre sind Invesco Ltd., LPL Financial LLC, Ameriprise Financial Inc, Morgan Stanley, Bank Of America Corp /de/, Vantagepoint Investment Advisers Llc, Bank of New York Mellon Corp, Fusion Family Wealth LLC, Allworth Financial LP, and Advisor Group Holdings, Inc. .
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF (BMV:RWL) Die institutionelle Eigentümerstruktur zeigt die aktuellen Positionen von Institutionen und Fonds im Unternehmen sowie die jüngsten Veränderungen der Positionsgröße. Zu den Großaktionären können Einzelanleger, Investmentfonds, Hedgefonds oder Institutionen gehören. Der Schedule 13D zeigt an, dass der Investor mehr als 5% des Unternehmens hält (oder gehalten hat) und beabsichtigt (oder beabsichtigt hat), aktiv eine Änderung der Geschäftsstrategie zu verfolgen. Schedule 13G zeigt eine passive Investition von über 5% an.
Fondsstimmung-Score
Der Fondsstimmung-Score (auch bekannt als Eigentümer-Akkumulations-Score) ermittelt die Aktien, die am meisten von Fonds gekauft werden. Er ist das Ergebnis eines ausgeklügelten quantitativen Multifaktormodells, das die Unternehmen mit den höchsten institutionellen Käufen identifiziert. Das Scoring-Modell verwendet eine Kombination aus der Gesamtzunahme der offengelegten Eigentümer, den Änderungen der Portfolioallokationen in diesen Eigentümern und anderen Metriken. Die Zahl reicht von 0 bis 100, wobei höhere Zahlen ein höheres Maß an Kapitalakkumulation als bei anderen Unternehmen anzeigen und 50 den Durchschnitt darstellt.
Aktualisierungshäufigkeit: Täglich
Siehe Ownership Explorer, der eine Liste der am höchsten bewerteten Unternehmen enthält.
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13F und NPORT Einreichungen
Details zu 13F-Einreichungen sind kostenlos. Für Details zu NP-Einreichungen ist eine Premium-Mitgliedschaft erforderlich. Grüne Zeilen zeigen neue Positionen an. Rote Zeilen zeigen geschlossene Positionen an. Klicken Sie auf das Link Symbol, um den gesamten Transaktionsverlauf zu sehen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Integrity Wealth Advisors, Inc. | 31.123 | 70,04 | 3.576 | 70,69 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 600 | 500,00 | 69 | 518,18 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 340 | 0,00 | 39 | 2,63 | ||||
| 2026-05-12 | 13F | Creative Planning | 10.130 | 18,07 | 1.164 | 18,53 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 32.518 | -0,42 | 3.737 | -0,05 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 2.136 | 0,00 | 245 | 0,41 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 184.688 | -3,62 | 21.222 | -3,27 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 644 | 131,65 | 74 | 138,71 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 13.046 | -0,54 | 1.499 | -0,13 | ||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 6.600 | 0,00 | 758 | 0,40 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 1.799 | 207 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 11.076 | 1.273 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 287.407 | 3,93 | 33.026 | 4,30 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 9.443 | 1.085 | ||||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 10.675 | 3,38 | 1.227 | 3,72 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 46 | 5 | ||||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 7.362 | 0,00 | 846 | 0,36 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 78.736 | 24,68 | 9.048 | 25,13 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 640 | 0,00 | 74 | 0,00 | ||||
| 2026-01-08 | 13F | True Wealth Design, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | McHugh Group, LLC | 2.080 | 239 | ||||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 20.639 | 48,64 | 2.372 | 49,21 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 65.271 | -8,68 | 7.500 | -8,35 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 208 | 0,48 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 73.596 | 4,17 | 8.457 | 4,54 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 53.045 | 2,03 | 6.095 | 2,40 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 2.997 | 168,31 | 344 | 170,87 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 175.327 | 20.147 | ||||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 543 | 0,00 | 62 | 0,00 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 499 | 0,00 | 57 | 0,00 | ||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 10.161 | -55,01 | 1.168 | -54,85 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 120.694 | 115,16 | 13.869 | 115,95 | ||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 674 | 97,65 | 83 | 112,82 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 58.699 | -48,49 | 6.745 | -48,30 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 2.709 | 115,17 | 250 | 72,92 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 695.950 | 46.576,73 | 80 | |||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 6.145 | -7,58 | 706 | -7,23 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 953 | 100,63 | 110 | 101,85 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 26.618 | 48,03 | 3.059 | 48,59 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1.225 | 2,85 | 141 | 2,94 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 4.407 | 506 | ||||||
| 2026-04-21 | 13F | E&G Advisors, LP | 18.743 | 1,41 | 2.154 | 1,75 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 158.033 | 1,29 | 18.160 | 1,65 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 5.295 | 58,25 | 387 | 4,32 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 1.839 | 211 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 112.802 | 211,35 | 1.869 | -54,97 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 1.562 | 0,13 | 179 | 0,56 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 500 | 0,00 | 57 | 0,00 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 104 | 0,00 | 12 | 0,00 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.077 | -22,74 | 124 | -22,64 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 5.245 | 0,00 | 621 | 0,16 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 3.500 | 0,00 | 402 | 0,50 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 2.658 | 7,61 | 0 | |||||
| 2026-05-11 | 13F | TD Capital Management LLC | 103 | 0,00 | 12 | 0,00 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 14.609 | 23,63 | 1.679 | 24,02 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 15 | 0,00 | 2 | 0,00 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 1.157 | -6,09 | 133 | -6,38 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 295.565 | 3,60 | 33.842 | 7,20 | ||||
| 2026-05-01 | 13F | Avion Wealth | 784 | 1,69 | 0 | |||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 64 | 7 | ||||||
| 2026-05-12 | 13F | M&t Bank Corp | 2.002 | 0,00 | 230 | 0,44 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 1.036 | 120 | ||||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 243.712 | 46,94 | 28.005 | 47,47 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 2.025 | 0,00 | 233 | 0,43 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 105.806 | 2,73 | 12.158 | 3,10 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 2.176 | 0,00 | 250 | 0,40 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 988.544 | 25,10 | 111.516 | 23,14 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 6.141 | 26,28 | 706 | 26,80 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1.541 | 102,76 | 177 | 103,45 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 4.772 | -24,78 | 548 | -24,52 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 231 | 0,00 | 27 | 0,00 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 93.169 | 11,23 | 10.706 | 11,64 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 488 | 0,00 | 56 | 1,82 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 63.910 | 87,45 | 7.344 | 88,14 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 926 | 0,00 | 106 | 0,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 13.354 | 0,58 | 1.539 | 1,18 | ||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 1.677.074 | 2,99 | 192.713 | 3,36 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 46.306 | -0,09 | 5.321 | 0,28 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 385.638 | 0,49 | 44.314 | 0,85 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 13.511 | -56,01 | 1.569 | -55,40 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 3.111 | 0,00 | 357 | 0,28 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 1.996 | 0,00 | 229 | 3,64 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 49.521 | 12,49 | 5.690 | 12,90 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 3.086 | -7,91 | 355 | -10,38 | ||||
| 2026-05-05 | 13F | Altium Investment Strategies LLC | 5.245 | 621 | ||||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 5.791 | 665 | ||||||
| 2026-05-08 | 13F | Forge Financial Services LLC | 38.491 | -0,15 | 4.423 | 0,23 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 198.206 | 8,37 | 22.776 | 8,76 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 33.001 | -0,43 | 3.792 | -2,97 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1.690.687 | 71,62 | 194.277 | 72,24 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 1.184 | 0,00 | 136 | 0,74 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 4.377 | 503 | ||||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 23.803 | 36,49 | 2.735 | 37,02 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 10.533 | 202,06 | 1.210 | 203,26 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 4.854 | -0,84 | 558 | -0,54 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 152.054 | 10,04 | 17.473 | 10,43 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 169.173 | 31,42 | 19.440 | 31,89 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 573 | 73,11 | 66 | 75,68 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 2.520 | 0,00 | 290 | 0,35 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 3.510 | -0,20 | 403 | 0,25 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 1.741 | 200 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 3.289.045 | 4,25 | 377.944 | 4,62 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 13.220 | 13,47 | 1.519 | 13,87 | ||||
| 2026-04-20 | 13F | Gilbert Capital Group, Inc. | 3.168 | 0,00 | 364 | 0,55 | ||||
| 2026-05-07 | 13F | Banta Asset Management Lp | 8.920 | 1.025 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 41 | 64,00 | 5 | 100,00 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 3.800 | 0,00 | 437 | 0,23 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 145.078 | 18,98 | 16.671 | 19,40 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 7.340 | 0,63 | 843 | 0,96 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 329.029 | 8,82 | 37.809 | 9,21 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 299 | 34 | ||||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 1.869 | 0,38 | 215 | 0,47 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 2.964 | -26,85 | 341 | -26,57 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 431 | 13,42 | 50 | 13,95 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 17.086 | -6,30 | 1.959 | -6,18 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 3.022 | -0,98 | 347 | -0,57 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 42.125 | -0,51 | 4.841 | -0,14 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 38.976 | 59,98 | 4 | 100,00 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 4.691 | 0,11 | 539 | 0,56 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 152.833 | 36,36 | 17.562 | 36,85 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 78.687 | 3,16 | 9.042 | 3,53 | ||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 2.577 | 0,19 | 296 | 0,68 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 6.284 | 45,63 | 722 | 46,15 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 14.538 | -8,25 | 1.671 | -7,94 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 2.133 | 0,38 | 245 | 0,82 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 10.631 | -1,34 | 1.222 | -0,97 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Petix & Botte Co | 51.488 | -44,14 | 11.833 | 12,12 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.340 | 138,43 | 154 | 139,06 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 586.597 | 2,01 | 69.952 | 3,04 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 20 | 2 | ||||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 1.856 | 0,38 | 213 | 0,95 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 2.306 | 29,48 | 265 | 30,05 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 37.578 | 6,35 | 4.318 | 6,70 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 528 | 0,00 | 61 | 0,00 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 3.601 | 0,22 | 414 | 0,49 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 22.778 | 15,58 | 2.617 | 16,00 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 1.869 | -1,74 | 232 | 2,67 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.091.140 | 25,54 | 125.383 | 25,99 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 37.234 | 4.279 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.202.494 | 0,09 | 138.205 | 0,44 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 35.816 | 16,28 | 4.116 | 16,70 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 260 | 30 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 293.576 | 15,23 | 33.735 | 15,64 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 234.702 | -29,83 | 26.970 | -29,58 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 32.725 | 63,75 | 3.747 | 69,43 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2.221 | 0,23 | 255 | 0,79 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 5.144 | -10,49 | 591 | -10,18 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 193.233 | 10,62 | 22.204 | 11,01 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 97.079 | -5,51 | 11.284 | -7,34 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 4.046 | 26,08 | 465 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 64.791 | 45,22 | 7.445 | 45,75 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 532.466 | 50,99 | 60.967 | 50,99 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 10.738 | 13,62 | 1.234 | 13,96 | ||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Vantagepoint Investment Advisers Llc | 2.160.662 | -4,86 | 248.282 | -4,52 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 21.844 | -1,60 | 2.510 | -1,22 | ||||
| 2026-05-15 | 13F | Fmr Llc | 15.470 | 11,87 | 1.778 | 12,26 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 42.548 | -2,06 | 4.889 | -1,71 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 5.110 | 127,01 | 1 | |||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 521 | 0,00 | 60 | 0,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 6.598.106 | 12,39 | 758.188 | 12,79 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 4.968 | 84,82 | 571 | 85,67 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 318.852 | 2,02 | 36.639 | 2,38 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 10.729 | 2,86 | 1.233 | 3,18 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 7.978 | 917 | ||||||
| 2026-05-01 | 13F | Mission Hills Financial Advisory, LLC | 67.427 | 1,81 | 7.748 | 2,16 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 1.898 | 218 | ||||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 2.156 | 248 | ||||||
| 2026-05-04 | 13F | Optima Capital Llc | 40.705 | 36,33 | 4.677 | 36,83 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 210 | 0,00 | 24 | 0,00 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 2.758 | -9,99 | 317 | -9,43 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 9.146 | 0,49 | 1.051 | 0,77 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 759.448 | -0,54 | 86.957 | 103.419,05 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 157 | 0,00 | 18 | 5,88 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 21.791 | 3,15 | 2.504 | 3,56 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 9.627 | 251,74 | 1.106 | 253,35 | ||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 79.036 | 12,39 | 9.082 | 12,81 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 28.819 | -1,53 | 3.312 | -1,19 | ||||
| 2026-01-29 | 13F | Comerica Bank | 11.219 | 12,77 | 1.285 | 16,73 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 256.235 | 8,61 | 29.444 | 9,00 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 14 | 0,00 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 37.885 | 87,01 | 4.353 | 87,71 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 72.877 | 2,64 | 8.374 | 3,01 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 17.261 | -10,58 | 1.984 | -10,27 | ||||
| 2026-05-05 | 13F | UBS Group AG | 527.361 | -2,59 | 60.599 | -2,24 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 528 | 61 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 19.137 | 86,83 | 2.199 | 87,63 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 140.791 | 16.178 | ||||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 2.698 | 2,82 | 310 | 3,33 | ||||
| 2026-02-13 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Founders Capital Management | 5 | 0,00 | 1 | |||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 2.380 | 0,00 | 273 | 0,37 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 10.484.128 | 16,47 | 1.204.731 | 16,89 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 56.976 | 3,96 | 6.549 | 4,35 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 168.293 | 5,44 | 19.339 | 5,82 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 49.548 | -46,79 | 5.727 | -47,63 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 3.204 | 368 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 3.223 | 0,37 | 370 | 0,82 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 4.522 | 0,00 | 520 | 0,39 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 12.338 | -0,61 | 1.418 | -0,28 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 16.613 | -9,79 | 1.909 | -9,44 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 574 | 0,00 | 71 | 7,69 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 8.516 | 2,99 | 975 | 6,56 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 2.760 | 0,00 | 317 | 0,32 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 4 | 0,00 | 0 | |||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 162.546 | 12,15 | 18.304 | 10,30 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Beacon Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 40.377 | 73,91 | 4.640 | 74,53 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 157.708 | 13,56 | 18.122 | 13,97 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 16.410 | 1.891 | ||||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 7.507 | 33,86 | 863 | 34,27 | ||||
| 2026-02-06 | 13F | Gsa Capital Partners Llp | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | LWM Advisory Services, LLC | 6.444 | -47,60 | 740 | -47,44 | ||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 2.693 | -0,41 | 309 | 0,00 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 5.263 | -8,41 | 605 | -8,07 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 21.284 | 1,89 | 2.446 | 2,26 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 745 | 0,00 | 86 | 0,00 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 25.529 | 2.934 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 9.474 | 1.089 | ||||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 21.791 | 2.504 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 64.752 | 0,84 | 7.441 | 1,20 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 10.899 | 1.252 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 41.191 | 7,84 | 4.733 | 8,23 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 2.017 | 0,00 | 232 | 0,43 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 2.197 | -2,74 | 252 | -2,33 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 3.951.429 | 4,80 | 454.306 | 5,20 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 66.814 | -0,14 | 7.678 | 0,22 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 170 | 0,00 | 19 | 0,00 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 9.038 | 4,35 | 1.039 | 4,74 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 18.911 | 13,27 | 2.173 | 13,71 | ||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 50.787 | 0,07 | 5.836 | 0,43 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 196.050 | -3,40 | 22.528 | -3,06 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 2.652 | 0,00 | 305 | 0,33 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 45.355 | -5,02 | 5.212 | -4,68 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 3.047 | 0,00 | 350 | 0,57 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 36 | 0,00 | 4 | 33,33 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 24.980 | -0,49 | 2.870 | -0,14 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2.404 | 2,69 | 277 | 0,36 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1.249.240 | -0,98 | 143.550 | -0,63 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 18.328 | 10,33 | 2.107 | 10,73 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 33.505 | 3.850 | ||||||
| 2026-05-11 | 13F | Oxford Wealth Group, LLC | 46.355 | -13,43 | 5.327 | -13,13 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 28.857 | -1,74 | 3.316 | -1,40 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 1.849 | 212 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 297.540 | 88,60 | 34.190 | 89,28 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 31.351 | 40,74 | 3.602 | 41,25 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2.194.937 | 0,25 | 252.220 | 0,61 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 468.418 | 9,27 | 53.826 | 9,66 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 1.700 | 0,00 | 204 | 1,50 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.009.372 | 12,85 | 115.987 | 13,26 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 249.841 | 4,55 | 28.709 | 4,93 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 8.784 | 23,11 | 1.009 | 23,65 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 3.599 | 6,51 | 414 | 6,99 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1.306 | 3,98 | 150 | 4,90 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 3.504 | 426 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 188.740 | 7,70 | 21.688 | 8,09 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Archer Investment Corp | 72 | -72,52 | 8 | -72,41 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 229 | 0,00 | 26 | 0,00 | ||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 5.266 | -1,57 | 605 | -1,14 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 5.450 | 44,72 | 626 | 45,24 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 7.479 | 17,06 | 859 | 17,51 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 20.436 | 308,56 | 2.348 | 310,49 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 213.662 | 23,91 | 24.552 | 24,36 | ||||
| 2026-05-04 | 13F | Nwam Llc | 51.825 | 0,13 | 5.955 | -2,87 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 4.859 | 0,00 | 558 | 0,36 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 15.903 | -66,92 | 1.827 | -66,81 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 2.008 | 231 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 2.501 | 33,96 | 287 | 34,74 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 2.846 | 0,35 | 327 | 0,93 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 43.168 | 4.960 | ||||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 85.150 | -13,75 | 10.539 | -9,46 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 3.195 | 19,89 | 367 | 20,33 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Main Street Group, LTD | 2.803 | -2,91 | 322 | -2,42 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 209.642 | 1,89 | 24 | 4,35 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 36.371 | -5,39 | 4.165 | -2,12 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 74.798 | 5,25 | 8.595 | 5,63 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 15.884 | 6,03 | 1.825 | 6,41 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 3.182 | 0,63 | 366 | 0,83 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 6.281 | 0,08 | 722 | 0,42 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-08 | 13F | Atlantic Family Wealth, Llc | 2.872 | 0,00 | 330 | 0,61 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 66 | 88,57 | 8 | 75,00 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 20.921 | 0,00 | 2.404 | 0,38 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 55.082 | -8,89 | 6.329 | -8,57 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 3.700 | 65,77 | 425 | 66,67 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 9.770 | -2,01 | 1.123 | -1,67 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 38.506 | 2,09 | 4.425 | 2,45 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 12.461 | 1.432 | ||||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 10.222 | -18,14 | 1.175 | -17,84 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 110 | 13 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 12.021 | 1,93 | 1.381 | 3,29 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 161 | 18 | ||||||
| 2026-05-11 | 13F | Carbahal Olsen Financial Services Group, LLC | 1.774 | 204 | ||||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 116 | 0,00 | 13 | 0,00 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 1.093 | 126 | ||||||
| 2026-05-15 | 13F | Solano Wealth Investment Advisors LLC | 18.553 | -1,98 | 2.132 | -1,66 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Franklin Resources Inc | 826 | 95 | ||||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 4.168 | 23,28 | 479 | 23,51 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Fiera Capital Corp | 10.158 | 0,00 | 1.167 | 0,34 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 48.701 | 11,27 | 5.596 | 11,67 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 24.681 | 0,71 | 3 | 0,00 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 264.701 | 9,63 | 30.417 | 10,02 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 13.890 | 384,31 | 1.596 | 386,59 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 16.221 | 2 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 1.992 | 229 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 30 | 0,00 | 3 | 0,00 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 75 | 0,00 | 9 | 0,00 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 284.639 | 4,17 | 32.708 | 4,54 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 785.747 | 1,43 | 90.290 | 1,79 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 158.316 | 21,16 | 18 | 28,57 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 4.538 | -7,67 | 521 | -7,30 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 9 | 0,00 | 1 | 0,00 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 120 | 0,84 | 14 | 0,00 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 46.687 | 0,31 | 5.365 | 0,66 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 2.009 | 231 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 13.572 | 104,74 | 1.560 | 105,67 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 475 | 0,00 | 55 | 0,00 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 42.232 | 0,64 | 4.853 | 1,00 | ||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 90.373 | 0,62 | 10.385 | 0,98 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 105.073 | 15,00 | 12.074 | 15,41 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 3.265 | 0,00 | 375 | 0,54 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 13.649 | 940,32 | 1.568 | 945,33 | ||||
| 2026-05-05 | 13F | Blue Water Asset Management | 140.791 | -1,32 | 16.178 | -0,97 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 332 | 48,88 | 38 | 52,00 | ||||
| 2026-04-23 | 13F | Marmo Financial Group, LLC | 1.828 | -2,14 | 210 | -1,41 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 130 | 0,00 | 15 | 0,00 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 14.703 | 11,39 | 1.690 | 11,78 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Citigroup Inc | 17.872 | 12,27 | 2.054 | 12,68 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 39.242 | -2,19 | 4.509 | -1,83 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 13.164 | 1.513 | ||||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 2.943 | 4,81 | 338 | 5,30 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 6.432 | 4,86 | 741 | 5,56 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 2.146 | 0,28 | 247 | 0,41 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 78.707 | 8,54 | 8.363 | 9,62 |
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