Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in BlackRock ETF Trust II - iShares Flexible Income Active ETF eröffnet haben, gehören Cliftonlarsonallen Wealth Advisors, Llc, Advisor OS, LLC, Mjp Associates Inc /adv, Northcape Wealth Management, Llc, Storen Legacy Partners, LLC, Gts Financial, Llc, Refined Wealth Management, Lincoln Capital Corp, Segall Bryant & Hamill, Llc, Larch Capital Partners Llc, Jeter Robert S II, Ubs Asset Management Americas Inc, Seeds Investor Llc, Corrado Advisors, Llc, Members Advisory Group LLC, Pathstone Holdings, LLC, Resolute Wealth Advisor, Inc., Intentional Wealth Strategies, LLC, Bleakley Financial Group, LLC, und Sanchez Gaunt Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-22 | 13F | Wellington Grp LLC | 438 | 726,42 | 23 | 1.000,00 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 18.883 | 34,18 | 981 | 32,08 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 31.220 | 0,91 | 1.662 | 1,28 | ||||
| 2026-05-15 | 13F | Lionsbridge Wealth Management LLC | 20.126 | 2,18 | 1.045 | 0,58 | ||||
| 2026-04-27 | 13F | Vivid Wealth Management, LLC | 437.676 | 0,26 | 22.729 | -1,34 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 11.621.458 | 11,90 | 603.502 | 10,12 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 5.315 | 276 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 774.495 | 82,84 | 40.220 | 79,93 | ||||
| 2026-05-05 | 13F | Dudley Capital Management, Llc | 23.593 | 0,02 | 1.225 | -1,53 | ||||
| 2026-01-12 | 13F | Lanham O'Dell & Company, Inc. | 1.337.104 | 24,61 | 70.559 | 23,51 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 386.943 | 1,38 | 20.094 | -0,24 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 4.848 | 25,92 | 252 | 23,65 | ||||
| 2026-05-04 | 13F | First Growth Capital LLC | 14.252 | 739 | ||||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 4.363 | 227 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 8.171 | 4,09 | 428 | 3,38 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 25.899 | 1.345 | ||||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 17.973 | 66,69 | 933 | 64,26 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 404.938 | 21.028 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 12.141 | 0,62 | 630 | -0,94 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.879.840 | 19,44 | 97.620 | 17,54 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 180 | 9 | ||||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 135.950 | 194,68 | 7.060 | 190,02 | ||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 15.042 | 0,82 | 781 | -0,76 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 135.498 | 19,74 | 7.036 | 17,84 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 19.348 | 0,39 | 1.005 | -1,76 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 6.971 | 23,58 | 362 | 21,89 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1.036.342 | 151.633,82 | 53.817 | 149.391,67 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 71.920 | 3.769 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 52.640 | 2.734 | ||||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 8.945 | 36,25 | 465 | 34,10 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 3.906 | 203 | ||||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 12.060 | 5,42 | 626 | 3,81 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 4.216 | 219 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 852 | 44 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 23.016 | 37,34 | 1.195 | 35,18 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 328.498 | 5,36 | 17.151 | 4,22 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 400 | 100,00 | 21 | 100,00 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 23.164 | 23,19 | 1.201 | 20,97 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 112.224 | 27,65 | 5.828 | 25,61 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 911 | 0,89 | 47 | 0,00 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 27.238 | 34,08 | 1.423 | 32,65 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 44.880 | 2.350 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 27.241 | 27,76 | 1.415 | 25,69 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 9.710 | 11,80 | 504 | 10,04 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 78.193 | 19,85 | 4.061 | 17,95 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 240.878 | 16,12 | 12.509 | 14,27 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 4.524 | 9,83 | 235 | 7,83 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 2.200 | 115 | ||||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 220 | 0,92 | 11 | 0,00 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 15.423 | 127,98 | 806 | 126,12 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 6.909 | 37,93 | 359 | 35,61 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 302.767 | 15.723 | ||||||
| 2026-04-21 | 13F | Refined Wealth Management | 148.168 | 7.694 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 494.522 | 45,16 | 25.681 | 42,85 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 42.781 | 0,43 | 2.229 | -1,50 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 14.627 | 13,43 | 760 | 11,62 | ||||
| 2026-04-15 | 13F | Pullen Investment Management, LLC | 7.758 | 0,60 | 403 | -0,99 | ||||
| 2026-04-20 | 13F | RiverTree Advisors, LLC | 11.884 | 617 | ||||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 22.741 | 5,87 | 1.200 | 4,99 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 48.671 | 8,41 | 2.528 | 6,67 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 6.027 | 58,61 | 313 | 56,00 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 68.548 | 3.560 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 444.545 | 6,49 | 23.085 | 4,80 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 16.457 | 11,91 | 855 | 10,05 | ||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 83.736 | 57,15 | 4.348 | 54,68 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 25.619 | 36,86 | 1.330 | 34,75 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 26.616 | 1.382 | ||||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 3.871 | 201 | ||||||
| 2026-04-10 | 13F | Novem Group | 5.458 | 283 | ||||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 5.551.033 | 51,25 | 288.265 | 48,84 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 64.881 | 2,50 | 3.369 | 0,87 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 36.036 | 1.871 | ||||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 173.701 | 2,07 | 9.020 | 0,45 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.504.289 | 14,24 | 78.141 | 12,41 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 10.632 | 25,35 | 552 | 23,49 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 29.693 | 13,03 | 1.542 | 11,18 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 29.033 | 49,66 | 1.508 | 47,31 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 486.278 | 42,49 | 25.252 | 40,22 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 50.097 | 11,57 | 2.602 | 9,79 | ||||
| 2026-05-07 | 13F | First National Trust Co | 15.122 | 127,74 | 785 | 124,29 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 13.446 | 10,83 | 698 | 9,06 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5.847.098 | 18,46 | 303.640 | 16,58 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 150 | 183,02 | 8 | 0,00 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 43.141 | 564,12 | 2.240 | 554,97 | ||||
| 2026-04-15 | 13F | City Holding Co | 1.125 | 58 | ||||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 18.417 | 14,09 | 956 | 12,34 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 5.650.823 | 122.877,65 | 293.447 | 121.159,09 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 23.860 | 6,00 | 1.239 | 4,38 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 22.396 | 1.163 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 122.464 | 43,74 | 6.360 | 41,47 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 1.197.568 | 6,95 | 62.190 | 5,25 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 11.172 | 4,47 | 580 | 2,84 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 30.812 | 34,26 | 1.600 | 32,12 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 44.594 | 9,55 | 2.316 | 7,77 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 4.876 | 4,03 | 253 | 2,43 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 192.616 | 7,22 | 10.003 | 5,51 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 60.574 | 15,19 | 3.146 | 13,37 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 898.345 | 46.651 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 10.910 | 10,16 | 1 | |||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 64.122 | 14,00 | 3.330 | 12,16 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 16.219 | 61,33 | 842 | 58,87 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 645.623 | 7,98 | 33.527 | 6,27 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 6.930 | 360 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 8.563 | 445 | ||||||
| 2026-05-18 | 13F | Claris Financial LLC | 20.557 | 80,56 | 1.068 | 77,83 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 29.571 | 6,94 | 1.536 | 5,21 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 9.308 | 37,88 | 483 | 35,67 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 16.672 | 4,72 | 866 | 2,98 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 344.220 | 19,91 | 17.875 | 16,92 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 27.497 | 11,22 | 1.428 | 9,43 | ||||
| 2026-04-28 | 13F | RW Investment Management LLC | 11.238 | 584 | ||||||
| 2026-04-30 | 13F | Corrado Advisors, Llc | 39.680 | 2.061 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 6.879 | 357 | ||||||
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 27.908 | 1,27 | 1.449 | -0,34 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 24.529 | 7,43 | 1.274 | 5,73 | ||||
| 2026-05-06 | 13F | Eq Llc | 66.583 | 9,13 | 3.458 | 7,39 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 15.277 | 1,77 | 806 | 0,88 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 51.936 | 59,91 | 2.697 | 57,44 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 68.751 | 0,82 | 3.570 | -0,78 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 20.766.582 | 37,62 | 1.078.409 | 35,43 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 76.218 | 198,43 | 3.958 | 193,76 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 38.717 | 4,65 | 2.011 | 2,97 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 380.357 | 19.752 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 565.454 | 2,23 | 29.364 | 0,60 | ||||
| 2026-05-13 | 13F | Ascension Capital Advisors, Inc. | 4.847 | 10,56 | 252 | 8,66 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 43.303 | 11,68 | 2.285 | 10,71 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 2.899.173 | 150.554 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 9.135 | 32,58 | 474 | 30,58 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 586.763 | 429,88 | 30.471 | 421,48 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 957.015 | 12,84 | 50.499 | 12,83 | ||||
| 2026-05-15 | 13F | Family Management Corp | 132.015 | 4,32 | 6.856 | 2,67 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20.106 | 44,73 | 1.044 | 42,43 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 5.736 | 42,19 | 298 | 40,09 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 681.950 | 60,12 | 34.949 | 55,50 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 192 | 10 | ||||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 135.898 | 12,41 | 7.057 | 10,63 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1.741 | 5,45 | 90 | 3,45 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 22.679 | 30,83 | 1.178 | 28,77 | ||||
| 2026-05-12 | 13F | Creative Planning | 43.423 | 29,59 | 2.255 | 27,49 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 123.914 | 27,93 | 6.539 | 26,80 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 121.689 | 47,83 | 6.319 | 45,50 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 1.357.611 | 23,34 | 70.501 | 21,37 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 26.509 | 5,99 | 1.377 | 4,32 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 216.933 | 10,64 | 11.265 | 8,88 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 10.284 | 56,22 | 534 | 53,89 | ||||
| 2026-05-20 | 13F | Leigh Baldwin & Co., Llc | 55.683 | 10,44 | 2.892 | 8,64 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 606 | 31 | ||||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 4.964 | 16,55 | 258 | 14,73 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 42.209 | 78,75 | 2.192 | 75,84 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 158.527 | 9,11 | 8.232 | 7,37 | ||||
| 2026-04-21 | 13F | FSA Investment Group, LLC | 68.721 | 3.569 | ||||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 2.713.762 | 16,97 | 140.926 | 15,11 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 4.975 | 18,11 | 258 | 16,22 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.344.398 | 37.306,73 | 69.815 | 36.838,62 | ||||
| 2026-05-05 | 13F | Members Advisory Group LLC | 39.230 | 2.037 | ||||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 64.067 | 1,07 | 3.327 | -0,51 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 8.235 | 428 | ||||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 75.754 | 19,60 | 3.934 | 17,68 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 17.159 | 891 | ||||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 1.836.270 | 46,64 | 95.358 | 44,30 | ||||
| 2026-05-12 | 13F | Vines Capital Management, LLC | 40.643 | 13,82 | 2.111 | 12,00 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 76.410 | 639,69 | 3.968 | 627,89 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 106.015 | 7,06 | 5.505 | 5,36 | ||||
| 2026-05-05 | 13F | UBS Group AG | 4.966.240 | 12,21 | 257.897 | 10,43 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 82.621 | 20,58 | 4.290 | 18,67 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 12.396 | 55,12 | 644 | 52,73 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 30.897 | 191,51 | 1.605 | 186,94 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 16.121 | 16,03 | 837 | 14,03 | ||||
| 2026-05-01 | 13F | Northcape Wealth Management, Llc | 347.058 | 18.023 | ||||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 880.911 | 40,74 | 45.767 | 138.587,88 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 42.176 | 2,53 | 2.190 | 0,92 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.501.080 | 46,91 | 77.516 | 43,77 | ||||
| 2026-05-15 | 13F | Alternative Investment Advisors, LLC. | 165.140 | 10,27 | 8.576 | 8,50 | ||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 16.698 | 7,58 | 866 | 5,49 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 10.217 | 22,40 | 531 | 20,45 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 36.194 | 31,98 | 1.880 | 29,85 | ||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 2.851 | 1.005,04 | 148 | 1.038,46 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 21.205 | 19,28 | 1.101 | 17,38 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 61.164 | 52,56 | 3.176 | 50,17 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 343.993 | 9,56 | 17.864 | 7,82 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 392.844 | 14,31 | 20.400 | 12,50 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 42.834 | 2,31 | 2.224 | 0,68 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 5.443.735 | 16,17 | 282.693 | 14,32 | ||||
| 2026-05-15 | 13F | EFG International AG | 11.815 | 614 | ||||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 10.369 | 253,77 | 538 | 249,35 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 99.026 | 101,53 | 5.142 | 98,38 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 1.534.057 | 5,53 | 79.664 | 3,85 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 74.410 | 204,46 | 4 | 200,00 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 196.352 | 4,66 | 10.361 | 3,73 | ||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 18.751 | 3,57 | 974 | 1,88 | ||||
| 2026-05-15 | 13F | Signal Tree Financial Partners Llc | 214.932 | 4,58 | 11.161 | 2,91 | ||||
| 2026-05-15 | 13F | Royal Capital Wealth Management, LLC | 42.390 | 1,09 | 2.201 | -0,50 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 53.146 | 10,33 | 2.758 | 8,71 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 229 | 12 | ||||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 68.100 | 25,65 | 3.535 | 23,43 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 49.461 | 7,40 | 2.569 | 5,68 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 87.021 | 15,29 | 4.519 | 13,49 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 159.223 | 12,24 | 8.268 | 10,46 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 27.505 | 8,01 | 1.428 | 6,33 | ||||
| 2026-05-18 | 13F | Bull Harbor Capital LLC | 24.044 | 1.249 | ||||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 13.319 | 0,92 | 690 | -0,86 | ||||
| 2026-04-30 | 13F | First National Bank & Trust Co Of Newtown | 150.080 | 71,99 | 7.794 | 69,27 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 105.906 | 62,32 | 5.500 | 52,71 | ||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 4.026 | 209 | ||||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 295.026 | 4,85 | 15.321 | 3,18 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 334.470 | 2,86 | 17.346 | 1,10 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 12.700 | 26,37 | 660 | 24,34 | ||||
| 2026-05-15 | 13F | Chokshi & Queen Wealth Advisors, Inc | 5.100 | 265 | ||||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 746.729 | 12,03 | 39 | 8,57 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 8.872 | 461 | ||||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 103.780 | 3,58 | 5.389 | 1,93 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 4.083 | 212 | ||||||
| 2026-05-04 | 13F | Element Wealth, LLC | 31.174 | 3,60 | 1.619 | 1,95 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 39.743 | 2,20 | 2.066 | -0,19 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 7.743 | 2,47 | 402 | 1,01 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 5.180 | 0,70 | 269 | -1,11 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 21.769 | 7,71 | 1.130 | 6,00 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 148.581 | 268,60 | 7.716 | 262,72 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 6.571 | 341 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 4.833.094 | 6,41 | 250.983 | 4,71 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 431.370 | 5,07 | 22.763 | 4,15 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 446.029 | 3,46 | 23.162 | 1,82 | ||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 2.592.485 | 11,78 | 134.628 | 10,00 | ||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 39.818 | 12,64 | 2.068 | 10,36 | ||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 188.064 | 9,73 | 9.766 | 8,00 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 69.968 | 6,49 | 3.633 | 4,79 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 109.765 | 6,09 | 5.700 | 4,41 | ||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 2.317 | 5,70 | 120 | 4,35 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 23.847 | 13,32 | 1.238 | 11,53 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 53.764 | 98,46 | 2.792 | 95,31 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 73.667 | 16,84 | 3.826 | 14,97 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 10.702 | 7,84 | 556 | 6,12 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 4.530 | 235 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 170.296 | 74,22 | 8.843 | 71,44 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 6.858 | 15,32 | 356 | 13,74 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 10.010 | 3,26 | 528 | -0,94 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 4.967 | 258 | ||||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 9.356 | 486 | ||||||
| 2026-04-24 | 13F | Canton Hathaway, LLC | 1.300 | 116,67 | 68 | 116,13 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 82.260 | 78,88 | 4.272 | 76,05 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 41.310 | 2.145 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 119.179 | 16,78 | 6.187 | 14,60 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 10.570 | 94,77 | 549 | 91,61 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 354.243 | 13,33 | 18.396 | 11,53 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 33.973 | 53,77 | 1.764 | 51,42 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 4.723 | 245 | ||||||
| 2026-04-20 | 13F | Payne Capital LLC | 8.782 | 102,96 | 456 | 100,00 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 9.364 | 28,01 | 486 | 25,91 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 38.343 | 14,64 | 1.991 | 12,87 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 6.695 | 4,87 | 348 | 3,27 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 233.729 | 0,26 | 12.210 | -0,76 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 12.975 | 50,89 | 674 | 47,26 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 29.796 | 3,63 | 1.547 | 1,98 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 165.907 | 58,99 | 8.698 | 57,97 | ||||
| 2026-05-07 | 13F | Carson Advisory Inc. | 92.546 | 5,95 | 4.806 | 4,25 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 247.530 | 18,82 | 12.854 | 16,93 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 5.938 | 2,84 | 308 | 1,32 | ||||
| 2026-04-16 | 13F | Strong Tower Advisory Services | 551.018 | 10,17 | 28.614 | 8,42 | ||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 597.500 | 1,16 | 31.028 | -0,45 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 4.249 | 25,90 | 221 | 23,60 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 21.560 | 282,20 | 1.120 | 276,77 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 33.644 | 1.747 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 515.036 | 12,73 | 26.746 | 10,93 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 55.419 | 83,41 | 2.878 | 80,49 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 517.003 | 5,98 | 26.848 | 4,29 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 10.019 | 125,96 | 520 | 123,18 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 304.457 | 4,52 | 15.810 | 2,86 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 50.580 | 2.627 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 362.397 | 9,90 | 18.819 | 8,15 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 481.586 | 3,76 | 25.009 | 2,11 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 9.459 | 1,68 | 491 | 0,20 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 6.136 | 14,24 | 319 | 12,37 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 19.943 | 7,16 | 1.036 | 5,40 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 183.004 | 840,41 | 9.503 | 826,22 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 126.378 | 0,25 | 6.563 | -1,35 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 112.503 | 82,59 | 5.842 | 79,70 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 122.311 | 14,57 | 6.352 | 12,75 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 12.399 | 25,76 | 644 | 23,65 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 20.232 | 7,58 | 1.051 | 5,85 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 344.670 | 26,02 | 17.899 | 24,02 | ||||
| 2026-04-24 | 13F | Bedminster, LLC | 96.009 | 6,16 | 4.986 | 4,46 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 11.082 | 7,17 | 576 | 5,50 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 28.250 | 47,65 | 1.467 | 45,39 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 149.071 | 1,09 | 8 | 0,00 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 7.108 | 6,39 | 369 | 4,83 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 28.466 | 143,34 | 1.478 | 139,55 | ||||
| 2026-05-12 | 13F | Jeter Robert S II | 53.136 | 2.782 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 221.426 | 232,87 | 11.567 | 228,33 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 27.675 | 16,09 | 1.437 | 14,23 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 7.374 | 383 | ||||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 31.046 | 12,51 | 1.612 | 10,71 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 117.752 | 13,21 | 6.115 | 11,41 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 21.942 | 13,58 | 1.139 | 11,78 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 60.229 | 15,74 | 3.128 | 13,92 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 600 | 31 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 37.310 | 1.938 | ||||||
| 2026-04-13 | 13F | Bay Rivers Group | 206.250 | 43,33 | 10.711 | 41,05 | ||||
| 2026-05-19 | 13F | Gts Financial, Llc | 176.774 | 9.259 | ||||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 113 | 6 | ||||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 15.100 | 4,14 | 797 | 3,24 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 30.080 | 42,54 | 1.562 | 40,34 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 597.421 | 1,47 | 31.024 | -0,15 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 15.746 | 146,42 | 818 | 142,43 | ||||
| 2026-04-20 | 13F | TrueMark Investments, LLC | 47.424 | 5,39 | 2.463 | 3,71 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 72.235 | 37,86 | 3.751 | 35,71 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 893.495 | 46.399 | ||||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 231 | 12 | ||||||
| 2026-04-15 | 13F | Asio Capital, LLC | 251.273 | 1,70 | 13.049 | 0,08 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 87.668 | 6,34 | 4.553 | 4,64 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 5.795 | 301 | ||||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 16.013 | 1,06 | 832 | -0,60 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 411.048 | 10,27 | 21.346 | 8,51 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 117.430 | 104,31 | 6.098 | 101,06 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 34.244 | 10,43 | 1.775 | 8,50 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 16.472 | 16,46 | 855 | 14,61 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 3.633 | 23,99 | 189 | 22,08 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 16.995 | 129,79 | 883 | 126,15 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 11.536 | 5,11 | 599 | 2,74 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 2.435 | 126 | ||||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 2.123.686 | 110.283 | ||||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 4.010 | 208 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 175.263 | 19,60 | 9.101 | 17,69 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 862.583 | 0,94 | 45 | -2,22 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 15.777.188 | 1,07 | 819.309 | -0,54 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 20.744 | 61,89 | 1.077 | 59,32 | ||||
| 2026-04-30 | 13F | Cherry Creek Investment Advisors, Inc. | 4.861 | 0,75 | 252 | -0,79 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 928.138 | 12,60 | 48.198 | 10,81 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 8.716.481 | 2,81 | 452.647 | 1,17 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 93 | 1,09 | 5 | 0,00 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1.087 | 56 | ||||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 4.389 | 228 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.485.416 | 23,36 | 77.138 | 21,40 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 1.194.330 | 12,91 | 62.022 | 11,11 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 743.242 | 3.617,33 | 38.597 | 3.558,39 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 324.790 | 137,89 | 16.866 | 134,12 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 1.763 | 5.085,29 | 92 | 9.000,00 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 9.674 | 3,34 | 505 | 2,43 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 228.579 | 11.870 | ||||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 17.960 | 6,42 | 933 | 4,72 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 181.079 | 12,72 | 9.403 | 10,94 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 35.062 | 7,81 | 1.821 | 6,06 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 58.455 | 4,30 | 3.036 | 2,64 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 215.787 | 33,82 | 11.387 | 32,64 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 244.731 | 10,31 | 12.709 | 8,55 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 2.374.421 | 7,01 | 123.304 | 5,31 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 15.624 | 281,91 | 811 | 277,21 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 41.070 | 21,01 | 2.133 | 19,11 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 5.889 | 0,03 | 306 | -1,61 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 4.723 | 245 | ||||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 8.668 | 32,76 | 450 | 30,81 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 8.150 | 0,90 | 423 | -0,70 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 31.619 | 340,38 | 1.642 | 334,13 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 11.030 | 69,17 | 573 | 66,28 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.599 | 84 | ||||||
| 2026-04-09 | 13F | ASL Financial, LLC | 11.258 | 11,72 | 585 | 9,98 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 2.727 | 89,90 | 142 | 88,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 79.494 | 12,91 | 4.128 | 11,12 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 660.637 | 0,49 | 34.307 | -1,11 | ||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 26.329 | 3,11 | 1.367 | 1,48 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 12.549 | 6,58 | 652 | 4,83 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 112.411 | 15,62 | 5.838 | 13,78 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 865 | 45 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 20.282 | 88,21 | 1.053 | 85,39 | ||||
| 2026-06-04 | 13F | Town Capital LLC | 36.430 | 37,47 | 1.892 | 35,26 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 100.105 | 36,33 | 5.283 | 35,12 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 2.055 | 107 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 130.612 | 28,38 | 6.783 | 26,34 | ||||
| 2026-05-04 | 13F | Nwam Llc | 11.366 | 6,35 | 590 | 4,06 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 477.623 | 1,91 | 24.803 | 0,29 | ||||
| 2026-05-06 | 13F | Finhabits Advisors LLC | 54.475 | 8,80 | 2.829 | 7,04 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 2.691 | 0,52 | 140 | -1,42 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 4.248 | 221 | ||||||
| 2026-05-20 | 13F/A | J. Mark Nickell & Co. | 85.127 | 1,72 | 4.421 | 0,09 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 188.011 | 49,36 | 9.921 | 48,05 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 45.874 | 9,50 | 2.382 | 7,78 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 74.576 | 248,13 | 3.873 | 242,65 | ||||
| 2026-05-07 | 13F/A | Triad Investment Management | 29.213 | 0,07 | 1.517 | -1,49 | ||||
| 2026-05-11 | 13F | Collier Financial | 136 | 0,74 | 7 | 0,00 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 34.981 | 1.817 | ||||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 276.049 | 13,95 | 14.335 | 12,13 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 4.099 | 213 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 693.123 | 385,41 | 35.994 | 377,68 | ||||
| 2026-05-15 | 13F | Brooks, Moore & Associates, Inc. | 52.675 | 1,44 | 2.735 | -0,18 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.675.626 | 12,63 | 88.423 | 111.826,58 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 4.588 | 0,84 | 238 | -0,83 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 10.160 | 2.932,84 | 527 | 2.994,12 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 515.815 | 187,80 | 26.786 | 183,24 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 105.521 | 6,17 | 5.480 | 4,48 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 344.179 | 1,71 | 17.873 | 0,09 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.638.129 | 10,29 | 136.999 | 8,54 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 13.782.273 | 11,65 | 713.371 | 9,51 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 17.653 | 19,20 | 917 | 17,29 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 92.995 | 51,49 | 4.829 | 49,09 | ||||
| 2026-05-08 | 13F | STAR Financial Bank | 267.309 | 39,08 | 13.881 | 36,87 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 1.173.146 | 9,92 | 60.921 | 8,17 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 4.000 | 208 | ||||||
| 2026-04-30 | 13F | First Horizon Corp | 3.600 | 71,43 | 187 | 69,09 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 38.425 | 16,43 | 1.995 | 14,59 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 237.669 | 1,31 | 12.342 | -0,30 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 64.324 | 3,10 | 3.340 | 1,46 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 127.992 | 94,34 | 6.647 | 91,25 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 309.343 | 7,24 | 16.064 | 5,53 | ||||
| 2026-05-13 | 13F | J Hagan Capital, Inc. | 174.718 | 21,19 | 9.073 | 19,27 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 555.500 | 9,79 | 28.847 | 8,05 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 22.072 | 77,06 | 1.146 | 74,43 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 592.874 | 15,91 | 31.286 | 14,88 | ||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 56.916 | 74,33 | 2.956 | 71,60 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 115.215 | 11,24 | 5.983 | 9,48 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 184.473 | 2.332,72 | 9.580 | 2.294,75 | ||||
| 2026-04-14 | 13F | New Capital Management LP | 215.491 | 6,03 | 11.190 | 4,35 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 8.864 | 4,78 | 460 | 3,14 | ||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 18.710 | 59,85 | 972 | 57,37 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 93 | 5 | ||||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1.004 | 52 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 7.222 | 137,64 | 0 | |||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 213.536 | 2,03 | 11.268 | 1,13 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 32.993 | 1.713 | ||||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 19.439 | 30,22 | 1.009 | 28,21 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 35.844 | 2 | ||||||
| 2026-05-11 | 13F | Ducere Wealth Management LLC | 243.003 | 11,93 | 12.619 | 10,15 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 1.304.331 | 18,67 | 67.734 | 16,78 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 822 | 43 | ||||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 358.530 | 3,89 | 18.618 | 2,23 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 7.341 | 32,94 | 381 | 30,93 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 49.163 | 1,17 | 2.553 | -0,43 | ||||
| 2026-04-13 | 13F | Trust Co | 3.823 | 66,58 | 199 | 63,64 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 2.524 | 30,44 | 131 | 28,43 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 149.876 | 13,79 | 7.783 | 11,99 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 5.370 | 33,09 | 279 | 31,13 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 11.317 | 100,41 | 588 | 97,64 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.026 | 54 | ||||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 195.501 | 7,61 | 10.152 | 5,90 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 34.036 | 422,83 | 1.768 | 415,16 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 18.903 | 74,90 | 982 | 72,11 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 89.202 | 32,31 | 4.624 | 30,00 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 75.064 | 187,12 | 3.898 | 182,67 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 35.413 | 225,73 | 1.851 | 221,74 | ||||
| 2026-05-13 | 13F | B & T Capital Management DBA Alpha Capital Management | 25.070 | 1.302 | ||||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 15.467 | 42,20 | 803 | 40,14 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 16.191 | 9,37 | 841 | 7,55 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 4.500 | 234 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 501 | 5,25 | 26 | 4,00 | ||||
| 2026-05-05 | 13F | Mcmorgan & Co Llc | 345.019 | 1,88 | 17.917 | 0,25 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 41.441 | 80,24 | 2.152 | 77,41 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 577.321 | 31,59 | 29.980 | 29,50 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 74.257 | 10,61 | 3.856 | 8,87 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 17.213 | 11,74 | 894 | 9,71 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 532.915 | 18,10 | 28 | 17,39 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 388.399 | 21,15 | 20.170 | 19,22 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 46.690 | 314,62 | 2.425 | 308,08 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 6.805 | 30,11 | 353 | 28,36 | ||||
| 2026-04-07 | 13F | Ables, Iannone, Moore & Associates, Inc. | 3.986 | 207 | ||||||
| 2026-04-16 | 13F | Lincoln Capital Corp | 88.545 | 4.598 | ||||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 18.835 | 173,49 | 978 | 169,42 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 7.741 | 402 | ||||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 318.371 | 1,69 | 16.533 | 0,07 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 72.076 | 9,05 | 3.743 | 7,31 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 5.108 | 11,26 | 265 | 9,50 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 79.610 | 113,82 | 4.134 | 110,49 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 26 | 1 | ||||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 179.034 | 11,97 | 9.297 | 10,19 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 33.830 | 1.757 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 60.964 | 9,37 | 3.166 | 7,62 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 535 | 0,94 | 28 | 0,00 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 19.301 | 101,37 | 1.002 | 98,42 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 861.802 | 6,20 | 44.753 | 4,50 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 11.402 | 13,09 | 592 | 11,28 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 11.166 | 7,99 | 580 | 5,27 | ||||
| 2026-05-14 | 13F | Blalock Williams, Llc | 8.978 | 22,99 | 466 | 21,04 | ||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 11.897 | 6,62 | 618 | 4,93 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 27.962 | 228,39 | 1.452 | 223,39 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 201 | 1,01 | 10 | 0,00 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 12.025.663 | 33,73 | 624.493 | 31,60 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 26.937 | 393,44 | 1.399 | 385,42 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 75.998 | 29,48 | 3.947 | 27,41 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 10.864 | 35,95 | 569 | 34,28 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 9.884.326 | 6,12 | 513.293 | 4,43 | ||||
| 2026-05-14 | 13F | Betterment LLC | 603.679 | 7,51 | 31 | 6,90 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 4.930 | 256 | ||||||
| 2026-05-15 | 13F | Readystate Asset Management Lp | 190.000 | 9.867 | ||||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 10.457 | 1,27 | 543 | -0,18 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 4.419 | 7,21 | 229 | 5,53 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 402.307 | 25,05 | 20.856 | 22,84 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 113.911 | 61,65 | 5.915 | 59,09 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 26 | -26,47 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1.634 | 58,33 | 85 | 55,56 | ||||
| 2026-04-29 | 13F | Avory & Company, LLC | 9.875 | 513 | ||||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 24.786 | 27,74 | 1.287 | 25,81 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 10.231 | 531 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 18.746 | 38,59 | 973 | 36,47 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 37.395 | 0,71 | 1.952 | -0,36 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 7.275 | 3,59 | 378 | 1,89 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 2.000 | 0 | ||||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 30.739 | 5,99 | 1.596 | 4,31 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 32.640 | 720,72 | 1.695 | 710,53 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 121 | 6 | ||||||
| 2026-05-15 | 13F | Adalta Capital Management LLC | 7.300 | 379 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 332.175 | 10,34 | 17.250 | 8,58 | ||||
| 2026-04-09 | 13F | Sculati Wealth Management, LLC | 33.500 | 11,28 | 1.740 | 9,51 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 45.179 | 6,99 | 2.346 | 5,30 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 35.235 | 26,81 | 1.830 | 24,76 |
