Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Litman Gregory Funds Trust - iMGP DBi Managed Futures Strategy ETF eröffnet haben, gehören TIAA Wealth Investment Management LLC, Edge Wealth Management LLC, Prentice Wealth Management LLC, Capitolis Liquid Global Markets Llc, Mission Creek Capital Partners, Inc., Collaborative Fund Advisors, LLC, Forum Finance Group S.A., Rubicon Advisors, GP, Clarity Asset Management, Inc., Independent Advisor Alliance, ATX Financial Planning, LLC, LS Investment Advisors, LLC, Tiaa-cref Individual & Institutional Services, Llc, Liberty One Investment Management, Llc, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, Foundations Investment Advisors, LLC, Fifth Third Bancorp, Cornerstone Wealth Management, LLC, Trademark Financial Management, LLC, und BEAM 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-13 | 13F | Mkd Wealth Coaches, Llc | 95.835 | 4,28 | 2.889 | 12,06 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 27.210 | 2,53 | 820 | 10,22 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 6.708 | 202 | ||||||
| 2026-05-01 | 13F | Smart Portfolios, LLC | 53.108 | 4,73 | 1.601 | 12,59 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 14.475 | 436 | ||||||
| 2026-05-27 | 13F | Alpha Capital Advisors Inc /adv | 52.201 | 5,28 | 1.574 | 10,15 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 17.383 | 1 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 10.267 | 29,31 | 310 | 39,19 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 332 | 140,58 | 10 | 233,33 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 24.023 | 724 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 10.457 | 1,69 | 315 | 9,38 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 145.714 | 6,36 | 4.393 | 14,28 | ||||
| 2026-04-20 | 13F | LS Investment Advisors, LLC | 47.530 | 1.433 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1.089 | 211,14 | 33 | 255,56 | ||||
| 2026-05-05 | 13F | Sky-mountain Capital Management, Inc. | 137.123 | 37,26 | 4.134 | 41,29 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 46.356 | 1.398 | ||||||
| 2026-04-28 | 13F | Collaborative Fund Advisors, LLC | 93.486 | 2.819 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 922.338 | 21,36 | 27.808 | 30,40 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 315 | 3,62 | 9 | 12,50 | ||||
| 2026-04-15 | 13F | Ai Financial Services Llc | 357.497 | 10,90 | 10.779 | 19,16 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 77.554 | 2 | ||||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 24.577 | 741 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 22.024.213 | 290,66 | 664.030 | 319,76 | ||||
| 2026-05-08 | 13F | Sound Financial Strategies Group, LLC | 101.535 | 33,88 | 3.061 | 43,84 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 148.138 | 15,07 | 4.157 | 18,24 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 742.623 | 19,29 | 22.390 | 28,18 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 1.234.297 | 5,98 | 37.214 | 13,88 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 17.903 | 540 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 12.950 | 90,36 | 390 | 105,26 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 7.363 | 222 | ||||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 612.604 | 2,22 | 18.470 | 9,84 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 34.114 | 1.029 | ||||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 21.091 | 636 | ||||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 6.985 | 211 | ||||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 11.916 | 17,32 | 359 | 25,96 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 6.805 | 205 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 32.173 | 4,67 | 970 | 12,53 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 15.787 | 132,95 | 0 | |||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 316.920 | 58,32 | 9.555 | 70,11 | ||||
| 2026-04-30 | 13F | Beacon Harbor Wealth Advisors, Inc. | 447.198 | 2,33 | 13.483 | 9,96 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 10.903 | 329 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 121.616 | 320,08 | 3.667 | 351,48 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 149.763 | 7,00 | 4.515 | 14,97 | ||||
| 2026-04-14 | 13F | FMA Wealth Management, LLC | 248.127 | 0,26 | 7.481 | 7,73 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 17.504 | 543 | ||||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 13.262 | 5,38 | 400 | 8,72 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 402.206 | 36,92 | 12.127 | 47,12 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 32.970 | 9,05 | 994 | 17,22 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 34 | 1 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 781 | 24 | ||||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 13.405 | 404 | ||||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 11.949 | 16,75 | 360 | 25,44 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 23.640 | 99,49 | 713 | 114,46 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 74.778 | 16,72 | 2.255 | 23,51 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 16.244 | 490 | ||||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 166.296 | 2,84 | 5.014 | 10,49 | ||||
| 2026-05-07 | 13F | Paul R. Ried Financial Group, LLC | 6.697 | 202 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 91.255 | 517,34 | 2.751 | 564,49 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 34.433 | 1.038 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.887.522 | 29,53 | 56.909 | 39,18 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 205 | 24,24 | 6 | 50,00 | ||||
| 2026-06-01 | 13F | Caerus Investment Advisors, LLC | 7.319 | 221 | ||||||
| 2026-04-13 | 13F | Arwa Llc | 79.997 | 177,33 | 2.422 | 199,26 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 19.215 | 0,76 | 1 | |||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 45.374 | 7,37 | 1.368 | 15,44 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 9.019 | 272 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 1.135 | 0 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 61.721 | 3,74 | 1.861 | 11,44 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 10.835 | 327 | ||||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 10.675 | 4,17 | 322 | 11,85 | ||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 37.745 | 1.138 | ||||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 496.637 | 10,69 | 14.974 | 18,94 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.519.544 | 625,06 | 45.814 | 679,15 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2.415.743 | 11,44 | 72.835 | 19,75 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 11.177 | 3,80 | 337 | 11,26 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 13.026 | 366 | ||||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 1.002 | 30 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 116 | 3 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 166.095 | 30,15 | 5.008 | 39,82 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 274.508 | 30,41 | 7.703 | 30,41 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 185.040 | 358,03 | 5.579 | 392,41 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 18.009 | 543 | ||||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 146.677 | 102,96 | 4.434 | 118,10 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 149.281 | 8,80 | 4.501 | 16,91 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 125.678 | 29,09 | 3.789 | 38,74 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 277.807 | 2,63 | 8.376 | 10,27 | ||||
| 2026-05-14 | 13F | Towle & Co | 9.644 | 291 | ||||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 2.861.026 | 86.432 | ||||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 589.782 | 10,89 | 18 | 21,43 | ||||
| 2026-05-13 | 13F | Marex Group plc | 12.500 | 377 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 22.603 | 681 | ||||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 2.430 | 73 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 548.434 | 4,19 | 15.389 | 109.821,43 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 37.908 | 1.143 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 37.386 | 1.127 | ||||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 80 | 0 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 13.080 | 3,49 | 394 | 11,30 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 805 | 24 | ||||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 229 | 7 | ||||||
| 2026-05-04 | 13F | Good Steward Wealth Advisors,LLC | 85.828 | 5,16 | 2.588 | 12,97 | ||||
| 2026-05-15 | 13F | Capitolis Liquid Global Markets Llc | 181.800 | 5.481 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 759 | 63,93 | 23 | 83,33 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 186.740 | 4,21 | 5.630 | 11,97 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 7.570.891 | 2,66 | 228.717 | 10,53 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 138.109 | 5,86 | 4.164 | 5,85 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 11.221 | 338 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 7 | |||||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 90.412 | 230,16 | 2.726 | 254,82 | ||||
| 2026-05-01 | 13F | Sage Private Wealth Group, Llc | 495.467 | 0,28 | 14.938 | 7,75 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 6.811 | 205 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 1.957.169 | 59 | ||||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 50.418 | 42,01 | 1.520 | 52,61 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 99.490 | 246,63 | 3.000 | 272,55 | ||||
| 2026-05-15 | 13F | Stansberry Asset Management, Llc | 117.865 | 0,05 | 3.554 | 7,50 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 1.067.012 | 12.579,88 | 32.170 | 13.531,36 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 24.202 | 2,67 | 730 | 10,29 | ||||
| 2026-04-16 | 13F | Sterneck Capital Management, LLC | 131.203 | 1,55 | 3.956 | 9,10 | ||||
| 2026-04-29 | 13F | Live Oak Investment Partners | 144.036 | 4,36 | 4.343 | 12,14 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 6.518 | 270,55 | 197 | 300,00 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 459 | 0,44 | 14 | 8,33 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 21.993 | 663 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 35.945 | 1.084 | ||||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 70.191 | 2.116 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 360.299 | 1.176,93 | 10.863 | 1.273,32 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 10.856 | 0 | ||||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 8.147 | 8,54 | 246 | 16,67 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 164 | 5 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 884 | 1,14 | 27 | 8,33 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 296.950 | 2,34 | 8.953 | 9,97 | ||||
| 2026-05-11 | 13F | Guardian Capital, LLC | 47.414 | 170,63 | 1.430 | 191,04 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 10.065 | 32,03 | 303 | 42,25 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 89.137 | 17,37 | 2.688 | 26,09 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 123.419 | 3.721 | ||||||
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 213.768 | 1,04 | 6.445 | 8,57 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 11.076 | 45,91 | 334 | 56,34 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 11.223 | 5,21 | 338 | 13,04 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 22.464 | 66,68 | 677 | 79,10 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 66.339 | 2.000 | ||||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 80.922 | 0,43 | 2.440 | 7,87 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 23.754 | 124,69 | 716 | 141,89 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 10.468 | 316 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 728 | 22 | ||||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 37.439 | 86,47 | 1.129 | 100,36 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 627.654 | 3,57 | 18.924 | 11,29 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 8.671 | 261 | ||||||
| 2026-04-17 | 13F | Prentice Wealth Management LLC | 435.694 | 13.136 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 9.051.220 | 15,37 | 272.894 | 23,97 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 91.670 | 5,19 | 92 | -96,28 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 26.031 | 785 | ||||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 27.210 | 2,53 | 820 | 10,22 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 181.221 | 3,93 | 5.464 | 136.475,00 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 121.103 | 1,43 | 3.651 | 8,99 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 6.856 | 207 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 50.832 | 1,18 | 1.533 | 8,73 | ||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 296.205 | 15,04 | 8.931 | 23,62 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 68.054 | 2 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 400 | 12 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 7.218 | 0 | ||||||
| 2026-04-10 | 13F | ALM First Financial Advisors, LLC | 512.410 | 8,49 | 15.449 | 16,58 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 83 | 0 | ||||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 20.534 | 619 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 33.715 | 22,54 | 1.016 | 31,61 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 6.320 | 1.131,97 | 191 | 1.257,14 | ||||
| 2026-04-22 | 13F | Omnitrust Wealth Management, Inc | 12.140 | 1,84 | 366 | 9,58 | ||||
| 2026-05-14 | 13F | Rubicon Advisors, GP | 74.893 | 2.258 | ||||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 31.412 | 24,42 | 947 | 33,76 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 1.062.448 | 1,13 | 32.033 | 8,66 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 235 | 7 | ||||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 87.437 | 58,04 | 3 | 100,00 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 88.944 | 39,19 | 2.682 | 49,53 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 59.282 | 210,65 | 1.787 | 234,02 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 23.359 | 14,46 | 704 | 23,08 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 39.608 | 1,92 | 1.194 | 9,54 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 18.329 | 184,21 | 553 | 204,97 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 5.637 | 170 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 10.883 | 328 | ||||||
| 2026-04-23 | 13F | Lighthouse Wealth Management Inc. | 22.524 | 77,97 | 679 | 91,27 | ||||
| 2026-05-12 | 13F/A | Bellecapital International Ltd. | 14.966 | 451 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 29.058 | 5,55 | 815 | 8,52 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 286.203 | 16,14 | 8.629 | 24,80 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 18.245 | 550 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 419 | 13 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 96.748 | 2.917 | ||||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 9.318 | 0,69 | 281 | 8,11 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 424.687 | 2.404,20 | 12.804 | 2.595,58 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 8.940 | 270 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 117 | 4 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 739.944 | 143,46 | 22.354 | 162,11 | ||||
| 2026-04-23 | 13F | Ferguson Shapiro LLC | 10.220 | 308 | ||||||
| 2026-05-04 | 13F | Entelevest, LLC | 21.349 | 40,67 | 644 | 51,29 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 46.223 | 27,91 | 1.394 | 37,51 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 14.838 | 25,58 | 447 | 35,05 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 105 | 3 | ||||||
| 2026-04-20 | 13F | Edge Wealth Management LLC | 1.062.494 | 32.034 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 18.499 | 137,29 | 558 | 155,50 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 41.193 | 2,45 | 1.242 | 10,02 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 37.139 | 22,90 | 1.120 | 32,11 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 37.166 | 1.121 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 51.841 | 122,84 | 1.563 | 139,72 | ||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 682.558 | 19,68 | 20.579 | 28,59 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 2.958 | 89 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 10.833 | 327 | ||||||
| 2026-05-14 | 13F | Potomac Fund Management Inc /adv | 945.021 | 9,99 | 28.492 | 18,18 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 207.866 | 1,74 | 6.267 | 9,33 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 77.047 | 7,28 | 2.323 | 15,24 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 8.197 | 247 | ||||||
| 2026-04-22 | 13F | Rainey & Randall Investment Management Inc. | 68.986 | 1,13 | 2.080 | 8,62 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 32.557 | 22,06 | 982 | 31,15 | ||||
| 2026-05-15 | 13F | Fmr Llc | 611 | 18 | ||||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 19.519 | 2,37 | 588 | 9,91 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 89.621 | 958,10 | 2.702 | 1.040,08 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 39.931 | 2,00 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 12.766 | 8,31 | 390 | 17,88 | ||||
| 2026-05-05 | 13F | PFG Advisors | 43.570 | 1.314 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 101 | 57,81 | 3 | 200,00 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 7.791 | 235 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 47.065 | 44,71 | 1.321 | 48,65 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 102.256 | 14,63 | 3.083 | 23,17 | ||||
| 2026-04-30 | 13F | ATX Financial Planning, LLC | 55.784 | 1.682 | ||||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 200.174 | 2,16 | 6.035 | 9,77 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 68.393 | 2.062 |
