Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Core 80/20 Aggressive Allocation ETF eröffnet haben, gehören Madrid Financial Services, Cerity Partners Retirement Plan Advisors LLC, Nicolet Bankshares Inc, Clearview Wealth Management LLC, Vertrix Wealth Management, LLC, Optivise Advisory Services LLC, Purpose Unlimited Inc., Lifelong Wealth Advisors, Inc., Kingswood Wealth Advisors, Llc, Ameriflex Group, Inc., Holistic Planning, LLC, Signal Advisors Wealth, LLC, Wright Fund Managment, LLC, PFG Advisors, Highland Financial Advisors, LLC, Phil A. Younker & Associates, Ltd., Bond & Devick Financial Network, Inc., Synergy Investment Management, LLC, Pacifica Partners Inc., und Capital Advisor Network LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
Upgradezum Freischalten von Premium-Daten.
| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2.209 | 65,97 | 196 | 63,87 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 10.220 | 99,69 | 956 | 104,06 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 4.220 | 21,23 | 373 | |||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 8.042 | 8,35 | 758 | 11,47 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 48.523 | 38,39 | 4.320 | 37,55 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 8.765 | 35,62 | 776 | 34,08 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 88 | 41,94 | 8 | 40,00 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 12.554 | 1.118 | ||||||
| 2026-04-08 | 13F | Choice Wealth Advisors, LLC | 3.680 | 5,20 | 326 | 3,83 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 43 | 4 | ||||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 8.732 | 8,88 | 777 | 7,62 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 2.976 | 18,99 | 263 | 17,94 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 12.584 | 1.114 | ||||||
| 2026-05-15 | 13F | Cerity Partners Retirement Plan Advisors LLC | 15.504 | 1.336 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 19.024 | 16,76 | 1.683 | 15,35 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 15.453 | 0,05 | 1.367 | -1,16 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 85.035 | 9,27 | 7.525 | 7,96 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 11.801 | 1.044 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 350 | 31 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 106.172 | 10,24 | 9 | 12,50 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 6.336 | 2,69 | 561 | 1,45 | ||||
| 2026-04-24 | 13F | Secured Retirement Advisors, Llc | 3.763 | 5,79 | 333 | 4,72 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 1.660 | 38,80 | 147 | 36,45 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 11.671 | 2,06 | 1.045 | 3,77 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 1.970 | 43,27 | 174 | 41,46 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 6.740 | 3,00 | 596 | 1,71 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 34.057 | 2,16 | 3.014 | 0,94 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 3.270 | 7,18 | 289 | -3,34 | ||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 10.185 | 901 | ||||||
| 2026-05-15 | 13F | Weaver Consulting Group | 54.280 | 19,41 | 4.803 | 18,01 | ||||
| 2026-05-15 | 13F | Fmr Llc | 9.946 | 9,76 | 880 | 8,51 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 45 | 4 | ||||||
| 2026-04-14 | 13F | Well Done, LLC | 3.986 | 4,21 | 353 | 2,92 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 213 | 10,94 | 19 | 5,88 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 20.941 | 2,94 | 1.870 | 2,64 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 25.581 | 3,52 | 2.264 | 2,26 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 19.466 | 1,44 | 1.723 | 0,23 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 4.750 | 3,87 | 420 | 2,69 | ||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 519 | 46 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 10.692 | 5,22 | 946 | 3,96 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 6.756 | 598 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 13.272 | 9,38 | 1.262 | 12,58 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 3.664 | 4,84 | 324 | 3,18 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 133 | 12 | ||||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 6.647 | 3,07 | 630 | 6,60 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 3.202 | 283 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 16.924 | 1,90 | 1.498 | 0,67 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1.255 | 1.294,44 | 111 | -0,89 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 4.713 | 0,28 | 417 | -0,71 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 51 | 41,67 | 5 | 33,33 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 138.998 | 3,39 | 12.300 | 2,15 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 35 | 2,94 | 3 | 0,00 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 3.992 | 11,10 | 353 | 9,97 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 2.851 | 0,21 | 252 | -0,79 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.000 | 88 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3.405 | 13,50 | 0 | |||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 20.322 | 3,55 | 1.820 | 5,26 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 24.096 | 32,30 | 2.131 | 30,66 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 7.853 | 1,09 | 695 | -0,14 | ||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 5.315 | 2,37 | 470 | 1,29 | ||||
| 2026-05-07 | 13F | Ckw Financial Group | 770 | 0,92 | 0 | |||||
| 2026-05-11 | 13F | MCF Advisors LLC | 303 | 27 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 3.009 | 266 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 30.493 | 7,11 | 2.698 | 5,85 | ||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 7.055 | 3,57 | 624 | 2,30 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 216.273 | 21,60 | 19.138 | 20,15 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 16.664 | 3,70 | 1.475 | 2,43 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2.977 | 15,84 | 263 | 14,41 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 20.425 | 8,60 | 1.807 | 7,30 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 2.560 | 3,43 | 227 | 2,26 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 4.367 | 9,23 | 386 | 5,75 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 6.288 | 7,16 | 556 | 5,90 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 69.573 | 21,53 | 6.157 | 20,09 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 1.199 | 209,82 | 106 | 211,76 | ||||
| 2026-05-15 | 13F | Madrid Financial Services | 23.759 | 2.102 | ||||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 2.151 | 8,04 | 190 | 6,74 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 5.886 | 7,27 | 521 | 5,91 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 3.772 | 334 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 12.991 | 198,71 | 1.150 | 195,37 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 36.270 | 56,16 | 3.210 | 54,28 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 697 | 3,41 | 62 | 1,67 | ||||
| 2026-04-20 | 13F | Fort Henry Capital, LLC | 49.327 | 2,69 | 4.365 | 1,44 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 2.565 | 12,30 | 235 | 14,71 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 68.745 | 137,66 | 6.084 | 134,90 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 3.595 | 15,37 | 318 | 13,98 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 262 | 23 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 59.700 | 14,75 | 5.146 | 10,43 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 2.592 | 0,54 | 229 | -0,43 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 9.036 | 31,18 | 800 | 29,71 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 7.528 | 1,74 | 666 | 0,60 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 244.856 | 2,10 | 21.667 | 0,88 | ||||
| 2026-01-29 | 13F | Comerica Bank | 3.372 | 1,26 | 302 | 2,73 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 5.338 | 472 | ||||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 3.904 | 4,89 | 346 | 3,60 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 264 | 0,76 | 23 | 0,00 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1.179 | 83,07 | 104 | 82,46 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 8.429 | 14,87 | 746 | 13,39 | ||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 31.876 | 1,41 | 2.812 | -0,11 | ||||
| 2026-04-16 | 13F | Vested Financial Planning, LLC | 3.096 | 6,46 | 274 | 5,00 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 9.589 | 0,05 | 849 | -1,17 | ||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 112.097 | 4,46 | 9.919 | 3,22 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 3.651 | 323 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 936 | 0,21 | 83 | -2,35 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 40.009 | 4,72 | 3.540 | 3,48 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 16.442 | 7,29 | 1.455 | 5,98 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 15.832 | 233,59 | 1.401 | 229,41 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 5.241 | 110,40 | 464 | 107,62 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 23.447 | 9,50 | 2.075 | 8,19 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 33.912 | 10,20 | 3.001 | 8,89 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 11.665 | 12,76 | 1.032 | 11,45 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 5.566 | 153,69 | 493 | 151,02 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 2.766 | 0,07 | 245 | -1,21 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 131 | 4,80 | 12 | 0,00 | ||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 2.891 | 3,10 | 256 | 1,59 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 67 | 6 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 3.902 | 24,62 | 345 | 23,21 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 21.601 | 7,60 | 1.911 | 6,34 | ||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 3.194 | 0,79 | 283 | -3,42 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 30.994 | 0,16 | 2.743 | -1,05 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 8.190 | 7,00 | 766 | 8,66 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 2.367 | 2,87 | 209 | 1,46 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 27 | 2 | ||||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 386 | 25,32 | 34 | 25,93 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 3.109 | 275 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 16.536 | 31,19 | 1.463 | 29,70 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 6.995 | 24,33 | 659 | 27,77 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 8.206 | 42,24 | 726 | 40,70 | ||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 12.647 | 1,35 | 1.119 | 0,18 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 13.073 | 264,86 | 1.128 | 252,50 | ||||
| 2026-05-06 | 13F | Topel & Distasi Wealth Management, LLC | 7.275 | 0,94 | 644 | -0,31 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 21.686 | 1,60 | 1.919 | 0,37 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2.762 | 36,60 | 244 | 34,81 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 2.616 | 0,35 | 232 | -0,86 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 18.113 | 594,78 | 1.603 | 587,55 | ||||
| 2026-04-09 | 13F | Somnio Financial Group, LLC | 26.125 | 2,30 | 2.312 | 1,05 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 748 | 0 | ||||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 331 | 29 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 2.139 | 20,98 | 192 | 23,23 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 8.913 | 7,28 | 789 | 5,91 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 33.389 | 20,87 | 2.955 | 19,40 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 3.391 | 3,48 | 300 | 2,39 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 16.756 | 58,79 | 1.483 | 56,83 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 2.616 | 232 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 10.233 | 3,00 | 906 | 3,31 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 3.660 | 4,30 | 324 | 2,87 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 1.372 | 8,03 | 121 | 7,08 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 171.267 | 22,33 | 15.156 | 20,87 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 7.108 | 22,93 | 629 | 21,47 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 23.993 | 0,66 | 2.123 | -0,52 | ||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 3.228 | 3,23 | 0 | |||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 3.651 | 4,97 | 323 | 3,86 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 3.034 | 22,83 | 268 | 21,27 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 135 | 3,85 | 12 | 0,00 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 2.612 | 390,98 | 232 | 391,49 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 2.304 | 3,13 | 204 | 1,50 | ||||
| 2026-04-17 | 13F | Phil A. Younker & Associates, Ltd. | 2.282 | 202 | ||||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 6.333 | 560 | ||||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 3.726 | 40,87 | 330 | 39,41 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 7.737 | 4,71 | 685 | 3,48 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 291 | 26 | ||||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 70.340 | 4,08 | 6.224 | 2,84 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 2.938 | 1,59 | 260 | 0,00 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 22.917 | 21,07 | 2.028 | 19,59 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 16.793 | 3,34 | 1.486 | 2,13 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 8.082 | 5,21 | 715 | 1,56 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 4.456 | 820,66 | 394 | 816,28 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 54 | 5 | ||||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 2.730 | 242 | ||||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 2.477 | 5,63 | 219 | 4,29 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 23.698 | 10,73 | 2.097 | 9,45 | ||||
| 2026-05-14 | 13F | Thryve Wealth Management Llc | 12.075 | 0,80 | 1.069 | -0,37 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 46.379 | 65,01 | 4.104 | 63,05 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 15.968 | 3,06 | 1.413 | 1,87 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 44.938 | 5,06 | 3.977 | 3,81 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 3.238 | 0,28 | 287 | -1,04 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 252 | 712,90 | 22 | 1.000,00 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 57 | 14,00 | 5 | 25,00 | ||||
| 2026-01-12 | 13F | Divergent Planning, LLC | 5.047 | 1,45 | 454 | 3,18 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 15.290 | 3,72 | 1.353 | 2,42 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 3.727 | 329 | ||||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 194 | 0,52 | 17 | 0,00 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 2.287 | 202 | ||||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 2.960 | 2,56 | 271 | 4,65 | ||||
| 2026-05-05 | 13F | PFG Advisors | 2.292 | 203 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 125 | 23,76 | 11 | 37,50 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 37.232 | 2,40 | 3.295 | 1,17 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 10.909 | 0,79 | 965 | -0,41 | ||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 2.306 | 204 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 96.306 | 4,39 | 8.522 | 3,15 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 8.426 | 4,02 | 746 | 2,76 | ||||
| 2026-05-08 | 13F | MPS Loria Financial Planners, LLC | 10.772 | 15,70 | 953 | 14,41 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 82.575 | 9,44 | 7.307 | 8,14 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 12.561 | 0,31 | 1.151 | 3,98 | ||||
| 2026-05-27 | 13F | Westshore Wealth, LLC | 3.240 | 2,69 | 287 | 1,42 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.587 | 4,55 | 140 | 3,70 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 27.262 | 6,11 | 2.412 | 4,87 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 19.800 | 19,03 | 1.773 | 19,07 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 5.182 | 0,54 | 459 | -0,65 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3.068 | 1,96 | 271 | 0,74 | ||||
| 2026-04-13 | 13F | TL Private Wealth | 2.636 | 2,89 | 241 | 2,99 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 10.724 | 1,47 | 949 | 0,21 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 184 | 0 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 556.687 | 0,52 | 49.261 | -0,68 | ||||
| 2026-05-14 | 13F | Boyer & Corporon Wealth Management, LLC | 10.204 | 0,38 | 903 | -0,88 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 10.800 | 107,69 | 956 | 105,38 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9.023 | 4,00 | 798 | 2,70 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 30.634 | 2.711 | ||||||
| 2026-05-06 | 13F | Sentinus, LLC | 13.954 | 4,49 | 1.235 | 3,18 | ||||
| 2026-05-04 | 13F | Wealth Forward, LLC | 27.855 | 6,98 | 2.465 | 5,71 | ||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 1 | 0 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 5.114 | 8,42 | 453 | 7,11 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 9.955 | 7,08 | 881 | 5,77 | ||||
| 2026-05-15 | 13F | Palisade Capital Management Llc/nj | 6.282 | 2,40 | 556 | 1,09 | ||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 8.313 | 7,72 | 736 | 6,37 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 6.599 | 24,91 | 584 | 23,26 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 2.044 | 7,64 | 181 | 5,88 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 215 | 59,26 | 19 | 58,33 | ||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 15.145 | 2,14 | 1.340 | 0,98 | ||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 13.444 | 17,35 | 1.190 | 16,00 | ||||
| 2026-05-13 | 13F | Mainsail Asset Management, Llc | 13.812 | 2,94 | 1.222 | 1,75 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 4.681 | 14,51 | 414 | 13,11 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 10.406 | 8,71 | 921 | 7,35 | ||||
| 2026-04-27 | 13F | Forte Asset Management Llc | 3.033 | 3,83 | 268 | 2,68 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 10.412 | 3,06 | 921 | 1,88 | ||||
| 2026-05-14 | 13F | Andrews Advisory Associates, LLC | 3.807 | 0,61 | 337 | -0,59 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 6.330 | 0,89 | 560 | -0,18 | ||||
| 2026-05-15 | 13F | Eight 31 Financial Llc | 6.217 | 0,47 | 550 | -0,72 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 13.319 | 0,70 | 1.179 | -0,51 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 11.921 | 5,60 | 1.055 | 4,25 | ||||
| 2026-05-07 | 13F | Mullooly Asset Management, Inc. | 8.494 | 1,97 | 752 | 0,67 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 23.839 | 0,92 | 2.110 | -0,28 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 2.892 | 256 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1.000 | 88 | ||||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 2.269 | 201 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 943 | 351,20 | 83 | 361,11 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 311.488 | 16,92 | 27.564 | 15,52 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 3.867 | 50,70 | 342 | 49,34 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 126.421 | 1,28 | 11.187 | 0,07 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 209.260 | 9,01 | 18.517 | 7,71 |
