Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Blackrock ETF Trust - iShares A.I. Innovation and Tech Active ETF eröffnet haben, gehören Cerity Partners LLC, Wharton Business Group, LLC, Storen Legacy Partners, LLC, Cahill Financial Advisors Inc, Resolute Wealth Advisor, Inc., Lincoln Capital Corp, Clear Wave Wealth Management Llc, Central Pacific Bank - Trust Division, Skyline Advisors, Inc., Milestone Asset Management, Llc, Intentional Wealth Strategies, LLC, Capital Investment Advisory Services, LLC, Strategies Wealth Advisors, LLC, Bull Harbor Capital LLC, Venturi Wealth Management, LLC, Financial Life Advisors, Sanchez Gaunt Capital Management, LLC, Armor Investment Advisors, LLC, Novem Group, und Balyasny Asset Management 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.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Unique Wealth, Llc | 634.211 | 67,65 | 20.897 | 65,89 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 999.677 | 8,08 | 32.939 | 6,95 | ||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 140.289 | 0,05 | 4.623 | -1,01 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 469.968 | 10,72 | 15.485 | 9,55 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 216.119 | 71,14 | 7.121 | 69,35 | ||||
| 2026-04-08 | 13F | StoneCrest Wealth Management, Inc. | 154.992 | 2,66 | 5.107 | 1,57 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 2.427.719 | 13,02 | 79.993 | 11,84 | ||||
| 2026-04-13 | 13F | Accelerate Investment Advisors LLC | 21.599 | 10,08 | 712 | 8,88 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 14.645 | 8,07 | 483 | 6,87 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 86.826 | 56,50 | 2.861 | 54,85 | ||||
| 2026-04-30 | 13F | Hyposwiss Advisors SA | 2.030 | 146,06 | 67 | 144,44 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 6.752.705 | 31,48 | 222.502 | 30,10 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 336.584 | 1,26 | 11.090 | 0,20 | ||||
| 2026-04-29 | 13F | LiftPoint Family Wealth Advisors LLC | 106.999 | 31,01 | 3.526 | 29,64 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 234 | 8 | ||||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 16.988 | 44,10 | 560 | 42,60 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 2.789 | 4,93 | 92 | 3,41 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 7.830 | 258 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 181.125 | 730,89 | 5.968 | 723,17 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 251.503 | 32,44 | 8.287 | 31,06 | ||||
| 2026-05-15 | 13F | Fmr Llc | 4.708 | 231,08 | 155 | 229,79 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 193.806 | 14,67 | 6.386 | 13,45 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 171.630 | 10,23 | 7.404 | 36,98 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 12.507 | 412 | ||||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 47.072 | 3,98 | 1.551 | -0,83 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 92.274 | 49,39 | 4.132 | 85,46 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 1.786 | 1,08 | 59 | 0,00 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 135.065 | 21,24 | 6.317 | 70,32 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 27.205 | 69,58 | 896 | 67,79 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 326.924 | 24,69 | 10.772 | 23,39 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 30.566 | 1,92 | 1.007 | 0,90 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 24.662 | 16,45 | 813 | 15,18 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 25 | 212,50 | 1 | |||||
| 2026-05-15 | 13F | Change Path, LLC | 809.890 | 7,62 | 26.686 | 6,49 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 27.331 | 30,14 | 1.134 | 62,23 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3.672.660 | 35,18 | 121.014 | 33,76 | ||||
| 2026-05-05 | 13F | PFG Advisors | 81.931 | 12,40 | 2.700 | 11,21 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 9.182 | 364 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 945.924 | 42,32 | 31.168 | 40,83 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 35.048 | 224,70 | 1.155 | 213,59 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 511.188 | 9,13 | 16.844 | 7,99 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 22.412 | 13,95 | 739 | 12,67 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 52.073 | 42,99 | 1.774 | 46,37 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 104.177 | 6,17 | 3.433 | 5,05 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 207.411 | 7,81 | 6.834 | 6,68 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 17.995 | 74,96 | 593 | 73,10 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 246.223 | 51,86 | 8.389 | 55,36 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 602.252 | 54,72 | 19.844 | 53,09 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 19.459 | 14,21 | 641 | 13,05 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 47.260 | 27,58 | 1.557 | 26,28 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 214 | 7 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 12.400 | 409 | |||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 9.448.464 | 37,97 | 311.160 | 36,49 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 144.740 | 47,56 | 4.769 | 46,02 | ||||
| 2026-04-23 | 13F | Unify Financial Advisors | 31.197 | 12,34 | 1.028 | 11,15 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 69.544 | 3,48 | 2.291 | 2,37 | ||||
| 2026-04-10 | 13F | Novem Group | 40.003 | 1.318 | ||||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 45.752 | 1.508 | ||||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 8.809 | 12,19 | 290 | 11,11 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 31.352 | 4.212,52 | 1.033 | 4.204,17 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 62.529 | 49,33 | 2.060 | 47,78 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 1.149 | 24,62 | 38 | 23,33 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 2.123.297 | 2,01 | 69.963 | 0,94 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 260.779 | 5,57 | 8.593 | 1,12 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 1.051.252 | 6,98 | 34.639 | 5,86 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 148.946 | 4.908 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 97.599 | 10,13 | 3.216 | 8,95 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 386.284 | 4,67 | 12.728 | 3,58 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 622.968 | 24,89 | 20.527 | 23,58 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 7.197 | 7,87 | 237 | 6,76 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 595 | 495,00 | 20 | 533,33 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 21.459 | 11,35 | 707 | 10,30 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 3.536 | 103,69 | 117 | 103,51 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 192.615 | 6,77 | 6.347 | 5,64 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 42.278 | 42,38 | 1.393 | 40,99 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.345 | 44 | ||||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 332.160 | 6,70 | 10.945 | 5,58 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 51.024 | 5,46 | 1.681 | 4,35 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 10.508 | 152,84 | 346 | 150,72 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 34.505 | 143,22 | 1.149 | 137,40 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 5.235 | 4,78 | 172 | 3,61 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 41.280 | 9,24 | 1.360 | 8,11 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 54.046 | 2,81 | 1.685 | -3,77 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 12.307 | 34,47 | 409 | 34,54 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 20.379 | 5,23 | 672 | 4,19 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 131.424 | 104,76 | 4.330 | 102,62 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 289.074 | 28,86 | 9.525 | 27,50 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 634 | 22,63 | 21 | 17,65 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 16.205 | 24,05 | 534 | 22,81 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 9.998 | 329 | ||||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 6.270 | 207 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.600.978 | 50,94 | 52.765 | 49,33 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 46.712 | 14,78 | 1.539 | 13,58 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 24.427 | 18,65 | 805 | 17,37 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 31.799 | 23,53 | 1.048 | 22,17 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 928 | 37,89 | 31 | 36,36 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 5.585.010 | 1,17 | 184.026 | 0,11 | ||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 2.602.652 | 5,72 | 85.757 | 4,61 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 8.488 | 280 | ||||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 139.505 | 29,35 | 4.597 | 27,99 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 683.919 | 27,05 | 22.535 | 25,71 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 7.014 | 231 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 709.777 | 46,58 | 23.635 | 46,58 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 41.034 | 1.352 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 130.586 | 363,12 | 4.303 | 358,64 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 118 | 4 | ||||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 641.141 | 84,83 | 21.126 | 82,88 | ||||
| 2026-05-06 | 13F | Eq Llc | 386.872 | 7,74 | 12.747 | 6,61 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 37.724 | 47,22 | 1.243 | 45,72 | ||||
| 2026-04-22 | 13F | Abundance Wealth Counselors | 1.114.217 | 1,23 | 36.713 | 0,17 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 259.833 | 4,18 | 8.561 | 3,08 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 243.329 | 3,59 | 8.103 | 0,97 | ||||
| 2026-05-12 | 13F | Creative Planning | 23.923 | 73,87 | 788 | 72,05 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 29.527 | 137,76 | 973 | 135,35 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 238.252 | 12,38 | 7.850 | 11,19 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 402.514 | 115,58 | 13 | 116,67 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 174.444 | 125,95 | 5.748 | 123,66 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 233.546 | 108,56 | 7.695 | 106,41 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 139.798 | 16,14 | 4.606 | 14,92 | ||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 34.712 | 28,54 | 1.144 | 27,14 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 572.123 | 166,90 | 18.851 | 164,09 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 182.940 | 12,13 | 6.028 | 10,93 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 32.369 | 25,49 | 1.067 | 20,32 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 61.599 | 0,47 | 2.030 | -0,59 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 3.336 | 110 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 28 | 1 | ||||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 8.250 | 6,45 | 272 | 5,04 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 9 | 0 | ||||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 16.833 | 2,62 | 555 | 1,47 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 403 | 13 | ||||||
| 2026-04-21 | 13F | Patton Albertson Miller Group, Llc | 662.075 | 31,40 | 21.815 | 30,01 | ||||
| 2026-05-15 | 13F | Family Management Corp | 26.002 | 14,52 | 857 | 13,23 | ||||
| 2026-05-04 | 13F | Nwam Llc | 22.495 | 114,98 | 741 | 105,26 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 392.035 | 12.918 | ||||||
| 2026-04-28 | 13F | Cobblestone Asset Management LLC | 157.843 | 1,59 | 5.201 | 0,52 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 2.652 | 84,55 | 87 | 85,11 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 62.269 | 12,94 | 2.052 | 11,77 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 286.144 | 17,72 | 9.428 | 16,50 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 10.027 | 8,53 | 330 | 7,49 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 7.716 | 254 | ||||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 142.976 | 12,21 | 4.711 | 11,06 | ||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 11.589 | 382 | ||||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 6.828 | 3,69 | 225 | 2,28 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 16.840 | 19,79 | 555 | 18,38 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 25 | 1 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 286.336 | 10,24 | 9.435 | 9,08 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 137.784 | 151,19 | 4.540 | 148,58 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 12.258 | 95,19 | 404 | 92,82 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 432.972 | 9,27 | 14.266 | 8,12 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 20.002 | 100,72 | 659 | 99,09 | ||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 26.329 | 25,84 | 1 | |||||
| 2026-05-20 | 13F | Leigh Baldwin & Co., Llc | 39.000 | 30,31 | 1.285 | 28,89 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 46.628 | 7,44 | 1.536 | 6,30 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 8.976 | 0,03 | 296 | -1,01 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 194.031 | 4,75 | 6.393 | 3,65 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 18.779 | 29,81 | 619 | 28,48 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 7.930.885 | 49,04 | 261.323 | 47,48 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 75.623 | 10,47 | 2.492 | 9,30 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 9.338 | 45,16 | 308 | 43,46 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.242.743 | 82,20 | 40.948 | 80,28 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 837 | 5,68 | 29 | 7,69 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 83.376 | 4,19 | 2.747 | 3,12 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 25.953 | 864 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 29.445 | 2,97 | 970 | 1,89 | ||||
| 2026-04-15 | 13F | Buttonwood Financial Group, LLC | 353.593 | 23,25 | 11.651 | 18,30 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 143.769 | 1.023,20 | 4.737 | 1.011,97 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 249 | 0,81 | 8 | 0,00 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 251.729 | 3,50 | 8.294 | 4,48 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 14.372 | 0,54 | 474 | -0,63 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 183.998 | 6,17 | 6.063 | 5,06 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 93.581 | 8,13 | 3.083 | 7,01 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 9.995 | 27,67 | 329 | 29,02 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 152.542 | 8,51 | 5.026 | 7,37 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 8.633 | 284 | ||||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 22.858 | 26,95 | 753 | 25,71 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 484 | 184,71 | 16 | 220,00 | ||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 136.607 | 4,00 | 4.501 | 2,93 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 26.423 | 3,82 | 871 | 2,72 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 146.885 | 5,35 | 4.840 | 4,24 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 9.591 | 316 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 503.816 | 11,93 | 16.601 | 10,75 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 131.511 | 3,65 | 4.333 | 2,56 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 268.415 | 61,54 | 8.938 | 57,47 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 9.529 | 10,83 | 314 | 9,44 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 49.334 | 68,80 | 1.626 | 67,01 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 2.577 | 59,76 | 85 | 58,49 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 476.114 | 5,98 | 20.204 | 34,89 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 96.290 | 3,51 | 3.173 | 2,42 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 69.350 | 7,10 | 2.285 | 5,98 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 1.647.452 | 6,40 | 54.284 | 5,28 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 7.389 | 9,29 | 243 | 8,00 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 331.349 | 5,67 | 10.918 | 4,55 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 20.644 | 680 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 145.814 | 35,73 | 4.805 | 34,30 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 409 | 13 | ||||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 230.868 | 17,90 | 7.607 | 16,67 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 386.610 | 14,23 | 12.874 | 11,36 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 31.798 | 11,79 | 1.048 | 10,56 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 227.582 | 0,75 | 7.499 | -0,31 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 129.110 | 1.245,74 | 4.254 | 1.233,54 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 230 | 8 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 5.610.905 | 9,57 | 184.879 | 108.652,35 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 82.657 | 16,61 | 2.724 | 15,38 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 15.673 | 23,39 | 516 | 22,27 | ||||
| 2026-05-15 | 13F | EFG International AG | 26.255 | 865 | ||||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 8.423 | 2,48 | 278 | 1,47 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 33.558 | 1.106 | ||||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 73.645 | 4,34 | 2.427 | 3,23 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 845.898 | 7,30 | 27.872 | 6,18 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 24.144 | 25,12 | 823 | 28,04 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 5.232.572 | 0,86 | 172.413 | -0,20 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 11.162 | 368 | ||||||
| 2026-04-27 | 13F | Mosley Wealth Management | 28.190 | 0,73 | 963 | -3,70 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 143.660 | 121,47 | 4.734 | 119,12 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 4.671 | 14.054,55 | 154 | 15.200,00 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 130 | 6 | ||||||
| 2026-05-07 | 13F | Regimen Wealth, Llc | 28.667 | 82,58 | 945 | 80,84 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 7.744 | 255 | ||||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 12.995 | 9,51 | 428 | 8,35 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 26.480 | 16,93 | 873 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 4.800.643 | 11,56 | 158.181 | 10,39 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 131.395 | 5,77 | 4.329 | 4,67 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 71.572 | 2.358 | ||||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 340.183 | 5,21 | 11.168 | 3,72 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 18.609 | 3,69 | 613 | 2,68 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 8.060 | 11,03 | 266 | 9,96 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 52.948 | 43,40 | 1.745 | 40,42 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 502 | 17 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 98.589 | 96,68 | 3.249 | 94,61 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 105.035 | 11,16 | 4.297 | 36,55 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 158.345 | 10,20 | 5.217 | 9,05 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 593.338 | 4,01 | 19.551 | 2,92 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 13.651 | 20,14 | 450 | 18,78 | ||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 556.675 | 18.342 | ||||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 252 | 8 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 2.674.692 | 19,93 | 88.131 | 18,67 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 23.820 | 53,64 | 785 | 51,94 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 46.350 | 13,10 | 1.527 | 11,95 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 13.264 | 0,35 | 437 | -0,68 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 48.474 | 22,76 | 1.597 | 21,54 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 6.238.515 | 8,82 | 206 | 7,89 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 55.261 | 7,62 | 1.821 | 6,50 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 17.230 | 92,54 | 568 | 90,27 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 399.006 | 15,79 | 13.147 | 14,57 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 108.737 | 6,54 | 3.583 | 5,41 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 95.761 | 3,14 | 3.155 | 2,07 | ||||
| 2026-05-04 | 13F | Northland Securities, Inc. | 37.905 | 10,28 | 1.249 | 9,09 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 3.888 | 104,63 | 128 | 103,17 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 359.498 | 11,52 | 12.248 | 14,09 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 201.469 | 289,03 | 6.638 | 285,03 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 95.688 | 1,74 | 3.153 | 0,67 | ||||
| 2026-05-14 | 13F | Betterment LLC | 16.377 | 65,07 | 1 | |||||
| 2026-04-16 | 13F | True Vision MN LLC | 134.207 | 15,66 | 4.422 | 14,44 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 20.076 | 8,67 | 662 | 7,48 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 441.841 | 492,10 | 14.559 | 486,07 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 890.399 | 29.339 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 246.326 | 8,27 | 8.116 | 7,14 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 10.496 | 14,09 | 346 | 12,75 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 32.055 | 3,39 | 1.056 | 2,33 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 192.024 | 17,19 | 6.328 | 15,98 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 265.744 | 870,51 | 9.094 | 864,26 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 8.023 | 2.302,10 | 273 | 2.381,82 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 14.374 | 474 | ||||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 7.219 | 2,05 | 238 | 0,85 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 238.727 | 8,72 | 9.642 | 31,87 | ||||
| 2026-05-06 | 13F | Berbice Capital Management LLC | 82.358 | 18,32 | 2.714 | 17,09 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 27.238 | 133,50 | 897 | 131,19 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 256.221 | 15,35 | 8.442 | 14,14 | ||||
| 2026-04-29 | 13F | Financial Life Advisors | 43.142 | 1.422 | ||||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 721.285 | 17,09 | 29.941 | 45,96 | ||||
| 2026-04-13 | 13F | Arwa Llc | 10.036 | 375 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 22.333 | 1,32 | 744 | -1,20 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 307.658 | 10.137 | ||||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 199.750 | 2,09 | 6.582 | 1,01 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 309.678 | 21,69 | 10.204 | 20,40 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 1.472 | 52,70 | 48 | 50,00 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 23.527 | 9,13 | 775 | 8,09 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 188 | 6 | ||||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 6.492 | 2,53 | 214 | 1,43 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 16.980 | 10,02 | 560 | 8,97 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 11.715 | 386 | ||||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 150.554 | 17,01 | 4.961 | 15,78 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 11.793 | 2,49 | 389 | 1,31 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 2.546 | 84 | ||||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 63.904 | 5,19 | 2.106 | 4,10 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 240.859 | 8,30 | 7.936 | 7,17 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 215.592 | 25,76 | 7.104 | 24,44 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 36.931 | 8,19 | 1.217 | 7,04 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 435.284 | 6,42 | 14.343 | 5,30 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 509 | 17 | ||||||
| 2026-05-13 | 13F | Keystone Financial Group | 418.803 | 16,60 | 13.800 | 15,37 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 11.543 | 1,48 | 380 | 0,53 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 1.516.138 | 1,65 | 49.705 | 0,08 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 41.353 | 1.363 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 742.434 | 10,04 | 24.463 | 8,88 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 206.879 | 11,23 | 6.817 | 10,06 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2.054 | 7,09 | 68 | 6,35 | ||||
| 2026-04-24 | 13F | Bedminster, LLC | 100.542 | 9,45 | 3.313 | 8,31 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 50.788 | 166,03 | 1.673 | 163,46 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 73.995 | 11,63 | 2.438 | 10,47 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 108 | 4 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 46 | 2 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 44.134 | 12,70 | 1.454 | 11,50 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 79 | 3 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 248.841 | 71,02 | 10.329 | 102,61 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 29.867 | 3,79 | 984 | 2,71 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 6.485 | 214 | ||||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 37.800 | 1.246 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 32.749 | 81,91 | 1.079 | 80,13 | ||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 134.562 | 4.434 | ||||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 74.466 | 5,71 | 2.454 | 4,61 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 24.191 | 42,10 | 797 | 40,81 | ||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 479.288 | 15,33 | 15.793 | 14,12 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 27.104 | 28,01 | 893 | 26,67 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 9.094.623 | 31,93 | 299.668 | 30,54 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 34.174 | 26,68 | 1.065 | 17,29 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 267.902 | 23,52 | 8.827 | 22,22 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 428.244 | 4,36 | 14 | 7,69 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 85.488 | 13,28 | 2.817 | 7,98 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 81 | 523,08 | 3 | |||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 201.961 | 20,11 | 6.655 | 18,84 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 3.721.827 | 13,99 | 123 | 12,96 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 23.291 | 3,96 | 767 | 2,82 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 474.421 | 62,48 | 15.632 | 60,77 | ||||
| 2026-04-24 | 13F | Greater Midwest Financial Group, LLC | 254.173 | 1,51 | 8.375 | 0,43 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 371 | 12 | ||||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 72.364 | 21,92 | 2.384 | 20,65 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 15.522 | 1,87 | 511 | 0,79 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 958 | 32 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 27.365.121 | 16,91 | 901.681 | 15,68 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 29.739 | 980 | ||||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 25.211 | 3,83 | 831 | 2,72 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 36.960 | 1.218 | ||||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 11.957 | 5,83 | 394 | 4,52 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2.837.228 | 97.735,45 | 93.487 | 97.281,25 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 20.362 | 678 | ||||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 14.583 | 7,13 | 481 | 5,96 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 66.537.668 | 14,96 | 2.192.416 | 13,75 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 6.090 | 201 | ||||||
| 2026-04-23 | 13F | Ewa, Llc | 230.029 | 2,80 | 7.579 | 1,72 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 19.255 | 28,49 | 634 | 27,05 | ||||
| 2026-05-05 | 13F | Theory Financial Llc | 68.517 | 0,45 | 2.258 | -4,24 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 83.553 | 7,17 | 2.753 | 6,05 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 15.014 | 16,83 | 561 | 31,15 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 59.737 | 15,49 | 1.968 | 14,29 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 36.314 | 11,35 | 1.197 | 10,13 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 116.237 | 11,55 | 3.830 | 10,37 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 618.804 | 18,35 | 20.390 | 17,10 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 19.520 | 18,85 | 643 | 17,77 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 145.234 | 5,78 | 4.786 | 4,66 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 231.592 | 10,66 | 7.631 | 9,48 | ||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 40.536 | 1.336 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 388.529 | 375,15 | 12.802 | 370,32 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 7.704 | 15,35 | 254 | 13,96 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 7.698 | 254 | ||||||
| 2026-05-15 | 13F | Destination Wealth Management | 1.478.750 | 5,53 | 48.725 | 4,42 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 21.395 | 131,92 | 705 | 129,32 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 372.014 | 12.258 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 2.517.315 | 16,15 | 82.946 | 14,93 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 34.070 | 110,05 | 1.123 | 107,78 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 29 | 7,41 | 1 | |||||
| 2026-04-27 | 13F | PFG Investments, LLC | 21.039 | 47,57 | 693 | 46,20 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 45.790 | 20,95 | 1.509 | 19,68 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 8.015 | 264 | ||||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 10.121 | 25,84 | 333 | 24,72 | ||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 116.407 | 40,96 | 3.836 | 39,51 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 2.950 | 97 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 865.863 | 11,37 | 28.530 | 10,21 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 36.041 | 36,96 | 1.188 | 35,50 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 104.072 | 23,40 | 3.429 | 22,12 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 100.845 | 3.323 | ||||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 23.354 | 8,19 | 770 | 7,10 | ||||
| 2026-05-18 | 13F | Bull Harbor Capital LLC | 55.547 | 1.830 | ||||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 82.154 | 64,27 | 2.707 | 62,52 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 152.097 | 16,21 | 5.012 | 8,35 | ||||
| 2026-06-04 | 13F | Town Capital LLC | 139.950 | 20,98 | 4.611 | 19,70 | ||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 53.181 | 17,35 | 1.752 | 16,10 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 164.341 | 8,90 | 5.473 | 6,15 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 69.959 | 2.305 | ||||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 271.231 | 2,90 | 8.937 | 1,82 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 318 | 6,00 | 10 | 11,11 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 146.377 | 1,95 | 4.823 | 0,88 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 330.917 | 18,56 | 10.904 | 17,31 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 977 | 38,58 | 33 | 33,33 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 220.135 | 114,49 | 7.331 | 109,13 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.100 | 36 | ||||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 86.310 | 2.844 | ||||||
| 2026-04-23 | 13F | SMART Wealth LLC | 12.769 | 421 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 163.804 | 15,47 | 5.397 | 14,27 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 414.031 | 16,80 | 13.642 | 15,58 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 49.089 | 212,63 | 1.617 | 209,77 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 7.445.617 | 59,43 | 245.333 | 57,75 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 889.500 | 11,30 | 29.309 | 10,13 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 38.410 | 14,30 | 1.266 | 13,05 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 736.770 | 175,09 | 24.277 | 172,21 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 247.412 | 5,47 | 8.152 | 4,37 | ||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 610 | 5,17 | 20 | 5,26 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 20.369.595 | 25,47 | 634.920 | 17,44 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 91.415 | 12,87 | 3.012 | 11,68 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 316.823 | 6,32 | 10.439 | 5,21 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1.700.407 | 9,87 | 56.028 | 8,72 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 62.836 | 5,12 | 2.070 | 4,02 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 433.429 | 92,13 | 14.281 | 90,11 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 8.945 | 1.121,99 | 295 | 1.125,00 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 63.794 | 1,97 | 2.102 | 0,86 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 5.078 | 27,68 | 0 | |||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 101.425 | 21,86 | 3.342 | 20,57 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 65.892 | 14,22 | 2.171 | 13,01 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 2.467.105 | 50,25 | 82.155 | 146.603,57 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 48.843 | 5,12 | 1.609 | 4,01 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 627.606 | 22,98 | 20.680 | 21,69 | ||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 108.510 | 6,23 | 3.575 | 1,27 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 67.739 | 11,43 | 2.232 | 10,23 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 74.144 | 18,95 | 2 | 0,00 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 845.384 | 4,58 | 28.151 | 1,94 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 38.782 | 29,71 | 1.278 | 28,34 | ||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 7.772 | 256 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 65 | 2 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 26.370 | 46,53 | 869 | 44,91 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 3.198.581 | 10,38 | 105.393 | 9,22 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 469.158 | 4,23 | 15.459 | 3,13 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 202.464 | 153,97 | 6.671 | 152,59 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 84.998 | 2.801 | ||||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 73.113 | 12,43 | 2.409 | 11,27 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 601 | 16,70 | 20 | 11,76 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 738.319 | 12,32 | 24 | 14,29 | ||||
| 2026-04-29 | 13F | W Advisors, Llc | 30.871 | 28,24 | 1.017 | 26,97 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 122 | 4 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 1.605.454 | 8,23 | 52.900 | 7,09 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 21.709 | 715 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 151.605 | 9,71 | 4.995 | 8,56 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 5.890 | 35,31 | 194 | 34,72 | ||||
| 2026-04-23 | 13F | Catalyst Investment Management LLC | 21.706 | 886 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 248 | 8 | ||||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 8.803 | 9,46 | 290 | 8,61 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 14.671 | 2,80 | 483 | 1,68 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 33.785 | 3,32 | 1.113 | 2,30 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 296.399 | 45,32 | 9.770 | 43,45 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 10.711 | 353 | ||||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 43.091 | 2,77 | 1.420 | 1,65 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 732.673 | 311,19 | 24.142 | 306,89 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 68.819 | 385,22 | 3.106 | 532,59 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 34 | |||||||
| 2026-04-10 | 13F | MKT Advisors LLC | 24.295 | 11,50 | 844 | 13,90 | ||||
| 2026-04-16 | 13F | Lincoln Capital Corp | 146.820 | 4.838 | ||||||
| 2026-05-05 | 13F | Mcmorgan & Co Llc | 331.308 | 1,29 | 10.917 | 0,23 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 21.281 | 5,01 | 701 | 4,01 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 37.924 | 81,34 | 1.250 | 79,45 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 384.843 | 5,97 | 12.681 | 4,85 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 159.673 | 6,22 | 5.261 | 5,11 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 65 | 2 | ||||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 356.430 | 10,78 | 11.744 | 9,61 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 10.452 | 111,97 | 344 | 109,76 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 34.346 | 37,65 | 1.144 | 26,58 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 17.703 | 101,22 | 583 | 99,66 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 27.813 | 26,11 | 916 | 24,80 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.081.802 | 43,66 | 35.645 | 42,15 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 11.638 | 27,68 | 383 | 26,40 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 34.410 | 6,57 | 1.134 | 1,89 | ||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 14.660 | 9,46 | 483 | 8,54 | ||||
| 2026-05-08 | 13F | Bokf, Na | 1.390 | 46 | ||||||
| 2026-05-14 | 13F | Blalock Williams, Llc | 54.880 | 15,86 | 1.808 | 14,65 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 19.651.117 | 64,58 | 647.504 | 62,85 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 14.613 | 16,75 | 481 | 15,63 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 973.080 | 5,09 | 32.063 | 3,99 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 14.816 | 93,90 | 488 | 92,13 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 14.156 | 7,26 | 482 | 4,78 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 9.806 | 38,52 | 388 | 57,72 | ||||
| 2026-04-28 | 13F | Hobbs Wealth Management, LLC | 132.956 | 1,50 | 4.381 | 0,41 | ||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 12.150 | 8,97 | 400 | 7,82 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 55.080 | 14,25 | 1.815 | 13,02 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 11.389 | 375 | ||||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 69.169 | 44,97 | 2.279 | 43,51 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 267.145 | 7,29 | 8.802 | 6,16 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 55.885 | 1,37 | 1.841 | 0,33 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 7.181 | 4,63 | 237 | 3,51 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 276.461 | 2,77 | 9.109 | 1,69 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 95.694 | 3.153 | ||||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 71.818 | 38,21 | 2.682 | 55,03 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 176.473 | 9,96 | 5.815 | 8,79 |
