Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF eröffnet haben, gehören Macro Advisors, Inc., McKinney Capital Management, LLC, Gerald Baker Financial Group LLC, Gerber Kawasaki Wealth & Investment Management, Per Stirling Capital Management, LLC., Skyview Financial Group LLC, Diversify Wealth Management, Llc, TCFG Investment Advisors, LLC, Purewater Capital LLC, Spartan Wealth Advisory Services LLC, Tortuga Wealth Management, Inc, Winnow Wealth Llc, Advisory Alpha, LLC, Alerus Financial Na, Wealth Management Associates, Inc., Henderson Brothers Financial Partners, LLC, Vantus Wealth LLC, GDS Wealth Management, Baer Investment Advisory LLC, und Victory Financial Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 57.655 | 586,53 | 2.046 | 607,96 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 7.904 | 30,34 | 267 | 28,50 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 53.770 | 1.816 | ||||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 275.552 | 3,22 | 9.305 | 1,75 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 606.620 | 16,65 | 20.486 | 14,98 | ||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 171.415 | 20,05 | 5.789 | 18,34 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 44.418 | 41,19 | 1.500 | 39,18 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 35.087 | 14,39 | 1.185 | 12,76 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 48.122 | 0,17 | 1.625 | -1,22 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 49.843 | 4,86 | 1.683 | 3,38 | ||||
| 2026-04-10 | 13F | Novem Group | 103.238 | 107,15 | 3.486 | 104,22 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 65.521 | 14,01 | 2.213 | 12,40 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 264.029 | 4,30 | 8.916 | 1,63 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 313.972 | 89,11 | 10.603 | 86,43 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 2.158.531 | 1,94 | 72.894 | 0,48 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 6.376 | 215 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 34.228 | 112,50 | 1.156 | 109,62 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 1.225 | 41 | ||||||
| 2026-05-14 | 13F | Traction Financial Partners, LLC | 170.940 | 1.946,94 | 5.773 | 1.918,18 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 1.091.040 | 8,69 | 37.379 | 8,69 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 582.180 | 27,89 | 19.660 | 26,07 | ||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 32.663 | 88,13 | 1.103 | 85,69 | ||||
| 2026-04-09 | 13F | Stewardship Concepts Financial Services Llc | 231.696 | 4,08 | 7.824 | 2,50 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 279.914 | 46,39 | 9.453 | 44,31 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 331.898 | 13,64 | 11.208 | 12,02 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 50.918 | 526,14 | 1.720 | 518,35 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 7.216 | 84,22 | 244 | 81,34 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 12.089 | 11,73 | 408 | 10,27 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 9.062 | 306 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 7.718.941 | 7,44 | 260.665 | 5,90 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 759.862 | 3,82 | 25.660 | 2,33 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 69.813 | 584,11 | 2.358 | 575,36 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 2.924 | 99 | ||||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 185.744 | 13,33 | 6.273 | 11,72 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 9.602 | 324 | ||||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 39.697 | 32,25 | 1.341 | 30,35 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 38.698 | 112,44 | 1.307 | 109,29 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 185.425 | 6.262 | ||||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 622.088 | 8,43 | 21.008 | 6,88 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 22.178 | 22,42 | 749 | 20,65 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1.280.580 | 17,06 | 43 | 16,22 | ||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 42.744 | 1,15 | 1.443 | -0,28 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 49 | -2,00 | ||||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 47.911 | 3,40 | 1.618 | 1,89 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 55.685 | 30,90 | 1.880 | 29,03 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 3.289.880 | 0,83 | 111 | 0,00 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 43.213 | 3,47 | 1.459 | 2,03 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 401.470 | 5,89 | 13.558 | 4,39 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 19.195 | 3,57 | 648 | 2,21 | ||||
| 2026-05-14 | 13F | Frederick Financial Consultants, LLC | 300.188 | 1,25 | 10.137 | -0,20 | ||||
| 2026-04-16 | 13F | Security National Bank | 107 | 4 | ||||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 120.317 | 96,38 | 4.063 | 93,66 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2.616.292 | 5,41 | 88.352 | 3,91 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 32.256 | 51,79 | 1.089 | 49,59 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 132.073 | 1.630,29 | 4.460 | 1.608,81 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 116.142 | 1,22 | 3.922 | -0,23 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 9.794 | 23,02 | 331 | 21,32 | ||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 15.033 | 515 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 28.325 | 203,46 | 957 | 199,69 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 11.249 | 34,59 | 380 | 32,52 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 417.291 | 1,71 | 14.092 | 0,26 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 98.500 | 2,84 | 3.326 | 1,37 | ||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 491.555 | 5,52 | 16.600 | 4,01 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 239.679 | 10,93 | 8.094 | 9,34 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 38.494 | 8,69 | 1.300 | 7,09 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 205.629 | 5,81 | 7.446 | 11,84 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 399.356 | 2,25 | 13.486 | 0,78 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 33.858 | 65,73 | 1.143 | 63,52 | ||||
| 2026-04-27 | 13F | Three Cord True Wealth Management, LLC | 193.221 | 6,91 | 6.525 | 5,38 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 6.073.722 | 9,36 | 205.110 | 7,80 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 6.284 | 212 | ||||||
| 2026-05-08 | 13F | Forge Financial Services LLC | 41.107 | 1,65 | 1.388 | 0,22 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 19.842 | 3,95 | 670 | 2,60 | ||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 15.050 | 30,30 | 508 | 28,61 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 603.047 | 20.365 | ||||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 16.235 | 548 | ||||||
| 2026-05-14 | 13F | McKinney Capital Management, LLC | 1.240.917 | 41.906 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 340.439 | 0,91 | 11.496 | -0,54 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 20.908 | 9,39 | 706 | 7,95 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 26.452 | 3,40 | 893 | 1,94 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 488 | 16 | ||||||
| 2026-04-21 | 13F | Echo Wealth Management, LLC | 32.808 | 23,85 | 1.108 | 22,05 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 19.857 | 142,04 | 671 | 138,43 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 164.854 | 3,31 | 5.648 | 5,91 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 55.207 | 36,64 | 1.891 | 40,07 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 201.100 | 24,51 | 6.791 | 22,74 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 241.917 | 14,62 | 8.170 | 12,99 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 57.785 | 0,14 | 1.951 | -1,32 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 50.163 | 1,63 | 1.791 | 5,11 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 25.444 | 20,29 | 859 | 18,65 | ||||
| 2026-05-01 | 13F | Arlington Capital Management, Inc. | 14.977 | 506 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 403.650 | 7,30 | 13.631 | 5,77 | ||||
| 2026-05-12 | 13F | Alerus Financial Na | 9.548 | 322 | ||||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 235 | 8 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 784.849 | 7,44 | 26.504 | 5,90 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 548 | 19 | ||||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 54.435 | 1,36 | 1.838 | -0,05 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3.011.441 | 131,06 | 101.696 | 127,76 | ||||
| 2026-05-27 | 13F | Capasso Planning Partners LLC | 405.423 | 11,49 | 13.691 | 9,91 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 116.680 | 236,93 | 3.940 | 232,21 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 88.297 | 6,70 | 2.982 | 5,15 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 49 | 2 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 33.636 | 8,60 | 1.136 | 6,97 | ||||
| 2026-04-16 | 13F | Solitude Financial Services | 288.004 | 5,21 | 10.144 | 8,17 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 155.330 | 32,40 | 5.245 | 30,51 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 490.399 | 2,22 | 16.561 | 0,75 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 8.782 | 297 | ||||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 9.137 | 38,61 | 309 | 36,89 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 19.586 | 0,19 | 661 | -1,20 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 32.066 | 8,59 | 1.083 | 7,02 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.984 | 68 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 27.189 | 0,70 | 918 | -0,76 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 8.887.386 | 28,50 | 300.127 | 26,66 | ||||
| 2026-04-22 | 13F | HFG Wealth Management, LLC | 174.174 | 3,04 | 5.882 | 1,55 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 48.058 | 4,11 | 1.623 | 2,59 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 32.424 | 3,27 | 1 | 0,00 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 34.033 | 0,36 | 1.149 | -1,03 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 552.911 | 4,49 | 18.672 | 3,00 | ||||
| 2026-04-07 | 13F | Legacy Solutions, Llc | 12.993 | 6,66 | 439 | 5,04 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 66.654 | 7,74 | 2.251 | 6,18 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 843.779 | 11,86 | 28.494 | 10,26 | ||||
| 2026-05-15 | 13F | Advisory Resource Group | 20.845 | 50,58 | 704 | 48,31 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 37.456 | 7,43 | 1.265 | 5,86 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 8.615 | 7,49 | 291 | 5,84 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 52.375 | 5,63 | 1.769 | 4,12 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 203 | 141,67 | 7 | 250,00 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 202 | 0 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 271.958 | 11,22 | 9.184 | 9,63 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 23.473 | 29,04 | 815 | 30,82 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 637.496 | 0,99 | 22 | 0,00 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 701.672 | 0,53 | 23.695 | -1,74 | ||||
| 2026-05-05 | 13F | Seros Financial, LLC | 260.144 | 31,48 | 8.785 | 29,61 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 39.051 | 39,11 | 1.319 | 37,15 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 2.001.554 | 1,67 | 67.592 | 0,21 | ||||
| 2026-04-14 | 13F | Madrona Financial Services, LLC | 245.078 | 15,37 | 8.276 | 13,73 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 6.497 | 0,09 | 226 | 0,90 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 2.414 | 82 | ||||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 1.049.887 | 3,43 | 35.455 | 1,95 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 50 | 2 | ||||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 117.388 | 7,96 | 3.964 | 6,42 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 114.884 | 1,13 | 4 | 0,00 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 109.417 | 10,54 | 3.695 | 8,96 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 51.474 | 4,13 | 1.738 | 2,66 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 496.290 | 115,28 | 16.760 | 112,19 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 315.475 | 6,38 | 10.654 | 4,86 | ||||
| 2026-05-14 | 13F | Macro Advisors, Inc. | 1.993.551 | 67.322 | ||||||
| 2026-05-12 | 13F | Luken Investment Analytics, LLC | 43.305 | 9,82 | 1.462 | 8,30 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 1.568.092 | 9,73 | 52.954 | 8,16 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 874.769 | 3,97 | 29.541 | 2,48 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 27.467 | 12,39 | 928 | 10,75 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 8.195 | 281 | ||||||
| 2026-02-18 | 13F | Skyview Financial Group LLC | 64.434 | 2.208 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 19.485 | 3,79 | 658 | 2,33 | ||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 162.108 | 3,30 | 5.474 | 1,82 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 35.343 | 1.194 | ||||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 11.528 | 0,43 | 389 | -1,02 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 70.759 | 605,26 | 2.390 | 596,50 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 186.046 | 1,20 | 6.283 | -0,25 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 3.336 | 113 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 415.315 | 99,28 | 14.025 | 96,46 | ||||
| 2026-05-05 | 13F | Trail Ridge Investment Advisors, LLC | 91.202 | 5,09 | 3.080 | 3,57 | ||||
| 2026-05-12 | 13F | Benson Wealth Management INC | 58.004 | 81,43 | 1.959 | 78,81 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 63.387 | 17,85 | 2.141 | 16,18 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 2.342.494 | 86,30 | 79.106 | 83,64 | ||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 23.100 | 12,85 | 780 | 11,27 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 392.738 | 2,24 | 13.263 | 0,78 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 47.273 | 2,69 | 1.596 | 1,20 | ||||
| 2026-05-14 | 13F | Purewater Capital LLC | 24.212 | 818 | ||||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 16.562 | 3,07 | 559 | 1,64 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 91.376 | 3.086 | ||||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 18.307 | 21,07 | 618 | 19,31 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 46.708 | 62,13 | 1.577 | 59,94 | ||||
| 2026-05-08 | 13F | Goldenstone Wealth Management LLC | 412.747 | 8,78 | 13.938 | 7,23 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 7.248 | 53,69 | 246 | 52,17 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 7.992 | 270 | ||||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 11.347 | 383 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 107.564 | 2,50 | 3.632 | 1,03 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 225.340 | 13,69 | 7.610 | 12,06 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 474.516 | 66,02 | 16.024 | 63,66 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 124.732 | 0,95 | 4.212 | -0,47 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 912.623 | 6,11 | 30.819 | 4,59 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 45.160 | 0,97 | 1.525 | -0,46 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 71.789 | 22,04 | 2.459 | 25,14 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 39.077 | 3,64 | 1.320 | 2,17 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 41.722 | 1.409 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 345.296 | 5,97 | 11.661 | 4,45 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 16.580 | 1.678,97 | 550 | 1.674,19 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 101.219 | 0,13 | 3.418 | -1,30 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 10.267 | 4,40 | 347 | 2,98 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 72.162 | 24,93 | 2 | 100,00 | ||||
| 2026-04-23 | 13F | Financial Guidance Group, Inc. | 127.316 | 0,74 | 4.299 | -0,69 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 241.086 | 13,08 | 8.141 | 11,46 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 62.850 | 62.750,00 | 2.122 | 70.633,33 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 431.922 | 36,98 | 14.586 | 35,03 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 56.138 | 1.995 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 13.555 | 3,29 | 0 | |||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 22.044 | 7,52 | 744 | 5,98 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 241.576 | 8.158 | ||||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 140.427 | 4,98 | 4.742 | 3,49 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 5.487.830 | 58,81 | 185.324 | 56,54 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 1.282.008 | 19.371,57 | 43.293 | 19.141,33 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 365.973 | 2,47 | 12.359 | 1,01 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 37.599 | 7,97 | 1.270 | 6,37 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 7.150 | 138,33 | 241 | 136,27 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 78.431 | 66,47 | 2.649 | 63,56 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 3.392 | 115 | ||||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 650.750 | 24,18 | 21.976 | 22,40 | ||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 12.699 | 8,10 | 429 | 6,47 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 8.788 | 6,52 | 297 | 4,96 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 57.387 | 789,58 | 1.938 | 776,47 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 228.761 | 10,55 | 7.725 | 8,97 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 1.229.258 | 16,16 | 41.512 | 14,50 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 7.602 | 257 | ||||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 388.961 | 0,82 | 13.157 | -0,45 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 6.460 | 218 | ||||||
| 2026-05-14 | 13F | Rubicon Advisors, GP | 184.719 | 27,75 | 6.238 | 25,92 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 33.750 | 0,27 | 1.140 | -1,21 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 34.014 | 9,49 | 1.149 | 7,89 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 32.698 | 265,22 | 1.104 | 260,78 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 146.424 | 1,71 | 4.970 | 0,75 | ||||
| 2026-05-20 | 13F | Leigh Baldwin & Co., Llc | 8.052 | 2,12 | 272 | 0,37 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 16.526 | 25,90 | 558 | 24,28 | ||||
| 2026-05-04 | 13F | Nwam Llc | 31.567 | 3,23 | 1.066 | 0,76 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 113.388 | 5,44 | 3.827 | 3,85 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 96.240 | 7,51 | 3.469 | 12,08 | ||||
| 2026-05-12 | 13F | Mission Financial Group, LLC | 8.962 | 1,32 | 303 | -0,33 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 13.500 | 35,00 | 456 | 33,04 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 46.671 | 8,80 | 1.576 | 7,28 | ||||
| 2026-04-23 | 13F | Lighthouse Wealth Management Inc. | 39.558 | 10,88 | 1.336 | 9,25 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 146.163 | 9,85 | 4.936 | 8,27 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 51.083 | 31,54 | 1.725 | 29,70 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 2.146 | 28,73 | 72 | 26,32 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 182.666 | 18,61 | 6.054 | 14,73 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 50.288 | 6,13 | 1.698 | 4,62 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 513.571 | 6,99 | 17.343 | 5,46 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 45.692 | 140,35 | 1.543 | 137,02 | ||||
| 2026-05-19 | 13F | Winnow Wealth Llc | 13.608 | 460 | ||||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 7.992 | 270 | ||||||
| 2026-05-13 | 13F | GKV Capital Management Co., Inc. | 136 | 4 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 160.301 | 8,22 | 5 | 0,00 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 24.940 | 74,76 | 842 | 72,54 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 238.861 | 1,67 | 8.066 | 0,22 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 167.277 | 4,34 | 5.649 | 2,84 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 271.842 | 22,54 | 9.313 | 25,63 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 5.140.529 | 3,55 | 173.596 | 102.014,71 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 11.528.758 | 1,01 | 394.975 | 103.567,98 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 6.093 | 206 | ||||||
| 2026-04-13 | 13F | Chris Bulman Inc | 229.098 | 1,60 | 7.737 | 0,16 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 870 | 29 | ||||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 126.565 | 4.274 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 47.103.344 | 5,56 | 1.590.680 | 4,05 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 13.458.771 | 4,66 | 454.503 | 3,16 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 20.945 | 14,00 | 707 | 12,40 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 254.351 | 4,88 | 8.589 | 3,38 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 936.326 | 0,87 | 31.620 | -0,58 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 98.922 | 17,03 | 3.341 | 15,37 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 437.526 | 99,98 | 14.775 | 97,13 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 116.116 | 123,94 | 3.921 | 120,78 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 35.980 | 0,42 | 1.215 | -0,98 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 547.760 | 1.784,93 | 18.498 | 1.758,99 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 1.429.232 | 19,82 | 48.265 | 18,10 | ||||
| 2026-05-11 | 13F | Cooper Capital Advisors LLC | 420.276 | 1,37 | 14.193 | -0,08 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 42.627 | 468,89 | 1.440 | 462,11 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 149.511 | 2,11 | 5.049 | 0,64 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 85.887 | 0,21 | 2.900 | -1,23 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 753 | 25 | ||||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 230.081 | 7.770 | ||||||
| 2026-05-08 | 13F | Tower Wealth Partners, Inc. | 359.485 | 1,50 | 12.140 | 0,04 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 343.501 | 12,21 | 11.600 | 10,61 | ||||
| 2026-05-07 | 13F | Perissos Private Wealth Management, LLC | 77.131 | 0,88 | 2.605 | -0,57 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 508.888 | 5,59 | 17.185 | 4,08 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 2.235 | 56,51 | 75 | 56,25 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1.613.612 | 0,90 | 54.492 | -0,54 | ||||
| 2026-05-29 | 13F | Ipsen Advisor Group LLC | 67.364 | 20,90 | 2.275 | 19,18 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 40.343 | 49,88 | 1.362 | 42,47 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 10.569 | 60,40 | 357 | 58,22 | ||||
| 2026-05-15 | 13F | Solano Wealth Investment Advisors LLC | 495.059 | 1,30 | 16.718 | -0,15 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 101.351 | 8,74 | 3.423 | 7,17 | ||||
| 2026-05-15 | 13F | FreeGulliver LLC | 230.829 | 0,16 | 7.795 | -1,27 | ||||
| 2026-05-08 | 13F | Equity Wealth Partners, LLC | 18.453 | 0,19 | 623 | -1,27 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 27.400 | 62,28 | 925 | 60,03 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 51.663 | 23,74 | 1.745 | 21,96 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 15.469 | 2.359,30 | 522 | 2.385,71 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 265.486 | 1.012,73 | 8.965 | 997,31 | ||||
| 2026-05-14 | 13F | Synergy Financial Group, LTD | 32.372 | 1,69 | 1.093 | 0,28 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 8.175 | 276 | ||||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 22.100 | 746 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 51 | 10,87 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 34.391 | 0,47 | 1.161 | -0,94 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 38.884 | 2,38 | 1.313 | 0,92 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 77.055 | 12,16 | 2.657 | 12,88 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 47.735 | 11,38 | 1.612 | 9,81 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 42.923 | 115,34 | 1.450 | 112,46 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 372.152 | 12.568 | ||||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 119.597 | 1,14 | 4.039 | -0,32 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 10.945 | 5.570,98 | 370 | 6.050,00 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 112.101 | 190,53 | 3.841 | 197,91 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 179.513 | 7,63 | 6.062 | 6,09 |
