Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF eröffnet haben, gehören Annex Advisory Services, LLC, MCF Advisors LLC, BlueSky Wealth Advisors, LLC, Navigation Group, LLC, GK Wealth Management LLC, IronBridge Private Wealth, LLC, Warren Averett Asset Management, LLC, Navigate Wealth Management, LLC, SB Capital Management Inc, Jacobsen Capital Management, Family Management Corp, Sanchez Levi Garrett, Commerce Bank, Hilltop Holdings Inc., Platform Wealth Management, LLC, Aznar Financial Advisors, LLC, Ponta Wealth Partners, LLC, Cedar Point Capital Partners, LLC, Renaissance Technologies Llc, und Owl Creek Wealth Partners 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 305.373 | 89,73 | 10.422 | 98,82 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 292.372 | 4,03 | 9.900 | 8,15 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 94.385 | 3,40 | 3.196 | 7,47 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 22.949 | 3,33 | 782 | 8,02 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 51.113 | 5,49 | 1.731 | 9,63 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 35.875 | 20,56 | 1.168 | 24,52 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 42.805 | 2,51 | 1.449 | 6,62 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 132.219 | 4.900 | ||||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 23.078 | 1,46 | 1 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 60.864 | 12,78 | 2 | 100,00 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 83.386 | 56,00 | 2.823 | 62,24 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 19.854 | 1,11 | 672 | 5,16 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 317.053 | 6,53 | 10.767 | 11,08 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 52.521 | 534,69 | 1.778 | 560,97 | ||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 67.291 | 25,56 | 2.278 | 30,54 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 173.489 | 152,15 | 5.874 | 162,23 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 28.048 | 950 | ||||||
| 2026-05-14 | 13F | IronBridge Private Wealth, LLC | 205.435 | 6.956 | ||||||
| 2026-05-11 | 13F | Scratch Capital Llc | 7.766 | 2,12 | 263 | 6,07 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 1.447 | 58 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 12.355 | 11,19 | 422 | 16,62 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 80.800 | 2.736 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 1.265.472 | 1,43 | 42.849 | 107.020,00 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 63.759 | 68,11 | 2.159 | 74,74 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 200.492 | 40,80 | 6.789 | 46,39 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 275.705 | 22,49 | 9.335 | 27,35 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 32.941 | 0,16 | 1.115 | 4,11 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 24.984 | 89,57 | 946 | 120,51 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 98.200 | 3,56 | 3.198 | 6,99 | ||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 63.434 | 47,99 | 2.148 | 53,80 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 466.852 | 4,08 | 15.808 | 8,20 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 15.326 | 30,70 | 519 | 35,96 | ||||
| 2026-04-13 | 13F | Bannerman Wealth Management Group, Llc | 167.095 | 4,53 | 5.658 | 8,66 | ||||
| 2026-04-23 | 13F | Exeter Financial, LLC | 41.431 | 25,91 | 1.403 | 30,91 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 109.014 | 5,20 | 3.691 | 9,36 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2.242 | 76 | ||||||
| 2026-02-12 | 13F | Planning Project LLC | 1.344 | 44 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 4.257.033 | 2,78 | 144.037 | 6,75 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 202.275 | 8,10 | 6.849 | 12,39 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 697.279 | 0,21 | 23.610 | 4,17 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 27.241 | 0,02 | 922 | 3,95 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 6.458 | 219 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 12.022 | 68,82 | 392 | 74,55 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 13.340 | 434 | ||||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 293.208 | 1,75 | 9.928 | 5,79 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 67.567 | 4,35 | 2.288 | 8,49 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 140.565 | 9,71 | 4.760 | 14,07 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 4.283 | 0,30 | 145 | 4,32 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 6.201 | 210 | ||||||
| 2026-05-01 | 13F | Silver Oak Advisory Group, Inc. | 6.566 | 3,93 | 0 | |||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2.081 | 70 | ||||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 7 | 0 | ||||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 9.375 | 317 | ||||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 397 | 13 | ||||||
| 2026-04-10 | 13F | Aquire Wealth Advisors, LLC | 1.093.683 | 1,12 | 37.032 | 5,12 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 1.049.627 | 1,04 | 35.540 | 5,05 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 60.853 | 2.060 | ||||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 75.421 | 0,27 | 2.554 | 4,25 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 56.452 | 99,30 | 1.911 | 107,27 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 23.088 | 37,57 | 782 | 43,04 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 146 | 5 | ||||||
| 2026-05-11 | 13F | Canopy Partners, LLC | 11.899 | 0,03 | 403 | 3,88 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 34.966 | 1.184 | ||||||
| 2026-04-27 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 401.152 | 3,09 | 13.583 | 7,18 | ||||
| 2026-04-15 | 13F | Avondale Wealth Management | 417.883 | 8,41 | 14.150 | 12,71 | ||||
| 2026-05-05 | 13F | PFG Advisors | 161.815 | 6,56 | 5.479 | 10,78 | ||||
| 2026-05-11 | 13F | Ponta Wealth Partners, LLC | 51.879 | 1.757 | ||||||
| 2026-04-09 | 13F | Moody National Bank Trust Division | 115.319 | 5,42 | 3.905 | 9,60 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 7.749 | 262 | ||||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 900 | 28,57 | 30 | 36,36 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 194.560 | 5,88 | 6.588 | 10,08 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 7.580 | 0,01 | 257 | 4,07 | ||||
| 2026-05-13 | 13F | Invst, LLC | 33.131 | 1,92 | 1.122 | 5,95 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 3.334 | 17,39 | 113 | 21,74 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 19.241 | 171,92 | 651 | 183,04 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 56.290 | 26,10 | 1.906 | 31,11 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2.681.016 | 7,87 | 90.779 | 12,14 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 33.407 | 37,30 | 1.131 | 42,80 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 18.569 | 8,31 | 629 | 12,54 | ||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 245.836 | 23,68 | 8.324 | 28,60 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.468.867 | 33,86 | 49.736 | 39,16 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 562.999 | 2,46 | 19.063 | 6,52 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 268.745 | 5,47 | 9 | 12,50 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 16.013 | 0,01 | 542 | 4,03 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 183.184 | 8,70 | 6.203 | 13,01 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 23.192 | 6,14 | 785 | 10,10 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 71.501 | 102,24 | 2 | 100,00 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 13.083 | 94,57 | 443 | 101,83 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 52.619 | 90,31 | 1.714 | 96,67 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 36.790 | 0,02 | 1.246 | 3,92 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 88.613 | 1,92 | 3.000 | 5,97 | ||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 464.671 | 0,43 | 15.734 | 4,41 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 773.996 | 4,71 | 26.208 | 8,86 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 65.314 | 4,98 | 2.212 | 9,13 | ||||
| 2026-05-15 | 13F | Note Advisors, LLC | 185.564 | 4,18 | 6.283 | 2,25 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 11.768 | 0,13 | 398 | 4,19 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 405 | 100,50 | 14 | 116,67 | ||||
| 2026-04-28 | 13F | Brighton Jones Llc | 672.686 | 3,25 | 22.777 | 7,34 | ||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 167.063 | 26,11 | 5.657 | 31,11 | ||||
| 2026-04-07 | 13F | Trinity Financial Advisors LLC | 227.921 | 31,50 | 7.717 | 36,73 | ||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 226.648 | 3,52 | 7.674 | 7,61 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 174.313 | 14,78 | 6 | 25,00 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 31.641 | 9,14 | 1.071 | 13,45 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 287.556 | 1,89 | 9.737 | 5,92 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 6.125 | 207 | ||||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 590.888 | 20,94 | 20.007 | 25,74 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 235.333 | 151,43 | 7.968 | 161,42 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 100.959 | 5,86 | 3.285 | 9,28 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 110.218 | 2,16 | 3.732 | 6,18 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 235.507 | 8,33 | 7.974 | 12,63 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 265.921 | 7,22 | 9.935 | 17,56 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 458.919 | 3,35 | 15.539 | 7,44 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 2.129.704 | 5,45 | 72.112 | 9,62 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 206.558 | 15,62 | 6.994 | 20,21 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 77.311 | 2.618 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 574 | 228,00 | 19 | 280,00 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 421.263 | 3,63 | 14.264 | 7,73 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 2.179.072 | 316,37 | 73.783 | 332,87 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 592.361 | 20.057 | ||||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 993 | 34 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 2.549 | 79,25 | 86 | 86,96 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 70.656 | 1,75 | 2.392 | 5,79 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 49.024 | 157,42 | 1.660 | 167,58 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 23.513 | 12,19 | 796 | 16,72 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 9.374 | 10,69 | 317 | 15,27 | ||||
| 2026-05-11 | 13F | Cascade Wealth Advisors, Inc | 16.852 | 0,04 | 678 | 11,90 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 13.225 | 448 | ||||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 567.117 | 5,48 | 19.203 | 9,66 | ||||
| 2026-05-11 | 13F | WPWealth LLP | 873.406 | 1,03 | 29.574 | 5,03 | ||||
| 2026-05-12 | 13F | Professional Financial Solutions Llc /adv | 5.910 | 200 | ||||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 9.129 | 36,27 | 309 | 41,74 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 34.028 | 1.152 | ||||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 9.664 | 0,16 | 327 | -1,51 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 61.316 | 8,15 | 2.076 | 12,46 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 41.185 | 3,92 | 1.556 | 12,18 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 541 | 0,19 | 18 | 5,88 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 84.129 | 0,15 | 2.849 | 4,13 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 27.729 | 6,22 | 939 | 10,35 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 562.413 | 5,09 | 19.043 | 9,25 | ||||
| 2026-05-08 | 13F | CSP Financial Group, LLC | 17.222 | 583 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1.201 | 0,17 | 41 | 2,56 | ||||
| 2026-04-16 | 13F | Kure Advisory, LLC | 266.672 | 0,77 | 9.030 | 4,77 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 19.690 | 667 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 762.201 | 10,92 | 24.825 | 118.109,52 | ||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 57.643 | 2,71 | 1.952 | 6,79 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 339 | 11 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 36 | 1 | ||||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 215.863 | 0,28 | 7.309 | 4,27 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 5.342 | 483,19 | 182 | 527,59 | ||||
| 2026-05-15 | 13F | Capstone Wealth Management, Inc. | 99.184 | 2,91 | 3.377 | 5,37 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 28.557 | 10,17 | 967 | 14,45 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 6.334 | 214 | ||||||
| 2026-04-29 | 13F | Burney Co/ | 32.710 | 7,24 | 1.108 | 11,48 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 14.978 | 37,44 | 507 | 43,22 | ||||
| 2026-04-22 | 13F | Monument Group Wealth Advisors, LLC | 252.834 | 1,73 | 8.561 | 5,76 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 106.980 | 71,71 | 3.622 | 78,51 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 291.935 | 9.885 | ||||||
| 2026-05-11 | 13F | Montis Financial, LLC | 33.712 | 0,15 | 1.141 | 4,11 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 1.075.966 | 12.658,99 | 36.432 | 13.196,35 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 13.949 | 521 | ||||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 233.263 | 12,14 | 7.898 | 12,54 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 239.271 | 8.102 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 779.259 | 4,86 | 26.386 | 9,01 | ||||
| 2026-05-12 | 13F | E6 Portfolios, LLC | 64.091 | 4,11 | 2.170 | 8,23 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 8.816 | 8,08 | 299 | 12,45 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 351.334 | 3,40 | 11.896 | 7,49 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 2 | -90,91 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 106.486 | 24,19 | 3.606 | 29,12 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 81.173 | 4,92 | 2.749 | 9,09 | ||||
| 2026-05-01 | 13F | Financial Alternatives, Inc | 319.154 | 29,09 | 10.807 | 34,20 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 3.043 | 76,41 | 100 | 78,57 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 8.388 | 284 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 1.342.067 | 13,01 | 45.442 | 17,49 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 335.680 | 0,99 | 11.366 | 5,00 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 44.439 | 1,23 | 1.505 | 5,25 | ||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 284.747 | 6,44 | 9.642 | 10,65 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 143.576 | 43,89 | 4.861 | 49,62 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 817.064 | 4,37 | 27.666 | 8,50 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 1.000.247 | 0,66 | 33.868 | 4,65 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 64.880 | 1,78 | 2.197 | 5,78 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 12.398 | 40,49 | 420 | 45,99 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 572.970 | 7,45 | 19.401 | 11,70 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 1.054 | 36 | ||||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 1.325.462 | 2,85 | 44.880 | 6,93 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 131.728 | 8,32 | 4.460 | 12,63 | ||||
| 2026-04-07 | 13F | Dwr Wealth Management, Llc | 208.033 | 19,51 | 6.805 | 19,70 | ||||
| 2026-05-08 | 13F | Chico Wealth RIA | 466.111 | 5,65 | 15.783 | 9,83 | ||||
| 2026-04-30 | 13F | North Capital, Inc. | 146.685 | 3,16 | 4.966 | 7,21 | ||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 769.272 | 1,34 | 26.048 | 5,35 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 2.317.535 | 34,07 | 78.472 | 39,39 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 18.436 | 1,42 | 624 | 5,41 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 78.262 | 0,08 | 2.650 | 4,05 | ||||
| 2026-05-04 | 13F | Prudent Man Investment Management, Inc. | 347.647 | 0,00 | 11.323 | 0,00 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 147.600 | 0,08 | 4.998 | 4,04 | ||||
| 2026-04-24 | 13F | Mitchell Mcleod Pugh & Williams Inc | 27.407 | 928 | ||||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 71.027 | 7,22 | 2.405 | 11,45 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 623 | 20 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 63.574 | 405,92 | 2 | |||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 6.670 | 226 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 610.144 | 298,51 | 23.100 | 363,30 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 21.748 | 41,09 | 736 | 46,61 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 14.174 | 480 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 6.760.200 | 5,28 | 228.900 | 9,45 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 122.159 | 3.979 | ||||||
| 2026-04-08 | 13F | Presidio Capital Management, LLC | 11.032 | 30,34 | 374 | 35,64 | ||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 608.449 | 1,56 | 20.602 | 5,59 | ||||
| 2026-05-05 | 13F | CPA Asset Management LLC | 683.939 | 1,94 | 23.158 | 5,98 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 4.308.904 | 0,37 | 145.899 | 4,34 | ||||
| 2026-05-12 | 13F | Garrison Point Advisors, Llc | 26.782 | 35,76 | 907 | 41,12 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 130.010 | 15,98 | 4.402 | 20,60 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 13.066 | 442 | ||||||
| 2026-04-16 | 13F | Friday Financial | 18.946 | 18,69 | 642 | 23,51 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 21.427 | 8,30 | 726 | 12,58 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 48.340 | 382,00 | 1.637 | 401,84 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 53.059 | 17,66 | 1.797 | 22,34 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 104.638 | 20,16 | 3.543 | 24,93 | ||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 89.942 | 3.045 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 309.692 | 13,86 | 10.486 | 18,37 | ||||
| 2026-04-13 | 13F | Woodside Wealth Management LLC | 15.280 | 63,58 | 517 | 70,07 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 92.520 | 74,96 | 3.133 | 81,88 | ||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 82.588 | 2,21 | 3.148 | 19,65 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 149 | 5 | ||||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 35.077 | 3,97 | 1.188 | 8,11 | ||||
| 2026-04-22 | 13F | Larry Mathis Financial Planning, LLC | 24.279 | 129,65 | 822 | 138,95 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 482.096 | 1,04 | 16.324 | 5,04 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 860 | 23,92 | 29 | 31,82 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 28.711 | 972 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 192.267 | 6.510 | ||||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 70.980 | 3,29 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 8.305 | 281 | ||||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 409.567 | 8,29 | 13.868 | 12,58 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 526.294 | 21,22 | 17.818 | 26,01 | ||||
| 2026-04-23 | 13F | Graver Capital Management, LLC | 239.699 | 4,05 | 8.116 | 8,18 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 497.958 | 1,12 | 16.861 | 5,13 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 11.963 | 1,93 | 405 | 6,02 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 812 | 1,00 | 26 | 36,84 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 73.560 | 28,20 | 2.491 | 33,30 | ||||
| 2026-05-06 | 13F | Trailhead Planners LLC | 42.075 | 2,54 | 1.425 | 6,59 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 7.294 | 247 | ||||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 161.843 | 16,48 | 5.480 | 21,08 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 2.056.150 | 5,48 | 69.621 | 9,65 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 120.229 | 3,68 | 4.071 | 7,79 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 662.686 | 8,31 | 22.439 | 12,61 | ||||
| 2026-04-17 | 13F | Demming Financial Services Corp /adv | 243.278 | 3,03 | 8.237 | 7,11 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 144.948 | 31,86 | 4.908 | 37,07 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 8.403 | 303 | ||||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 434.590 | 0,74 | 16.454 | 17,09 | ||||
| 2026-05-07 | 13F | Washington Trust Bank | 2.606.969 | 3,21 | 88.272 | 7,29 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 79.480 | 21,01 | 2.691 | 25,81 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 181.208 | 168,27 | 6.136 | 178,86 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 184.656 | 0,21 | 6.014 | 3,51 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 395.743 | 16,03 | 13.400 | 20,62 | ||||
| 2026-05-11 | 13F | Kilner Capital Advisors, Llc | 116.453 | 1,91 | 3.943 | 5,97 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 26.501 | 7,41 | 897 | 11,71 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 1.485 | 206,19 | 50 | 233,33 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 601.957 | 20,21 | 20.382 | 24,97 | ||||
| 2026-02-19 | 13F | Aznar Financial Advisors, LLC | 73.716 | 2.401 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2.072.908 | 2,56 | 70.189 | 6,62 | ||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 208.033 | 6.805 | ||||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 12.830 | 1,59 | 434 | 5,60 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 2.046 | 69 | ||||||
| 2026-05-02 | 13F | Burton Enright Welch | 116.328 | 1,50 | 3.939 | 5,52 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 21.124 | 13,85 | 715 | 18,38 | ||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 18.681 | 34,28 | 633 | 39,51 | ||||
| 2026-05-15 | 13F | Fmr Llc | 9.835.944 | 6,14 | 333.045 | 10,35 | ||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 436.182 | 5,78 | 17.338 | 21,88 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 6.797.040 | 10,96 | 230.148 | 15,35 | ||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 53.912 | 1,24 | 1.825 | 5,25 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 17.432 | 9,19 | 590 | 13,68 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 39.168 | 12,86 | 1.326 | 17,35 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 8.565 | 264 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 36.494 | 11,71 | 1.236 | 16,07 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 17.297 | 8,68 | 586 | 12,93 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 9.283 | 4,92 | 314 | 9,03 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 94.409 | 9,25 | 3.197 | 13,57 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 1.036 | 11,40 | 35 | 16,67 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 157.696 | 1,69 | 5.340 | 5,72 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 3.229.392 | 6,42 | 109.347 | 10,64 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 7.156 | 242 | ||||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 335.404 | 9,40 | 11.357 | 13,73 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 4.976 | 168 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 62 | 2 | ||||||
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 98.278 | 10,68 | 3.328 | 15,04 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 266.785 | 7,36 | 9.033 | 2,02 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 18.294 | 6,71 | 18 | -96,77 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 125.496 | 0,00 | 4.525 | 10,72 | ||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 23.274 | 43,88 | 788 | 49,81 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 20.406 | 18,50 | 691 | 23,21 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 11.769 | 25,80 | 401 | 31,58 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 262.545 | 1,58 | 8.890 | 5,61 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 12.025 | 6,98 | 407 | 11,20 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 63.914 | 9,53 | 2.164 | 13,89 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 236.438 | 30,43 | 8.006 | 35,59 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 10.115 | 2,64 | 342 | 6,88 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 50.726 | 1.718 | ||||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 107.449 | 3.638 | ||||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 43.100 | 1.459 | ||||||
| 2026-05-06 | 13F | Heritage Wealth Management, Inc./Texas | 216.940 | 2,37 | 7.346 | 6,43 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 22 | 0 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 12.138 | 411 | ||||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 597.361 | 8,72 | 20.227 | 13,03 | ||||
| 2026-04-13 | 13F | Thayer Financial, L.L.C. | 154.636 | 0,67 | 5.236 | 4,64 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 19.960 | 22,09 | 676 | 26,88 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 18.143 | 131,30 | 614 | 140,78 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 29.261 | 75,85 | 991 | 82,99 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 93.510 | 4,14 | 3.166 | 8,28 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 72.384 | 1,45 | 2.451 | 5,47 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 10.901 | 8.551,59 | 369 | 9.125,00 | ||||
| 2026-05-13 | 13F | Daner Wealth Management, LLC | 119.260 | 1,97 | 4.652 | 10,39 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 153.612 | 38,20 | 5.201 | 43,67 | ||||
| 2026-05-15 | 13F | Family Management Corp | 96.906 | 3.281 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 1.396.774 | 3,72 | 50.102 | 14,23 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 17.544 | 18,94 | 594 | 23,75 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 9.949 | 9,64 | 337 | 13,90 | ||||
| 2026-04-22 | 13F | Millburn Ridgefield Corp | 1.706.676 | 8,73 | 57.788 | 13,04 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 294.457 | 1,01 | 9.970 | 5,01 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 1.284.848 | 1,03 | 43.505 | 5,03 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 109.210 | 7,67 | 3.698 | 11,93 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 222.361 | 22,03 | 7.529 | 26,88 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 498.237 | 1,40 | 16.870 | 5,42 | ||||
| 2026-04-27 | 13F | Baker Boyer National Bank | 102.581 | 1,48 | 3.473 | 5,50 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 679.741 | 0,61 | 23.016 | 4,59 | ||||
| 2026-05-04 | 13F | Nwam Llc | 6.420 | 217 | ||||||
| 2026-05-12 | 13F | Second Half Financial Partners, LLC | 5.918 | 200 | ||||||
| 2026-05-11 | 13F | MCF Advisors LLC | 645.426 | 21.854 | ||||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 54.225 | 20,66 | 1.836 | 25,50 | ||||
| 2026-05-04 | 13F | Stage Harbor Financial, Llc | 6.170 | 209 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 28.157 | 5,89 | 953 | 10,05 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 150 | 5 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.153.999 | 1,35 | 39.074 | 5,36 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 79.662 | 9,95 | 2.697 | 14,33 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 19.006 | 2,25 | 644 | 6,28 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 139.377 | 4,35 | 4.540 | 4,34 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 119.559 | 6,36 | 4.048 | 10,57 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 193 | 6 | ||||||
| 2026-05-15 | 13F | M Wealth Management, LLC | 54.936 | 0,82 | 1.860 | 4,85 | ||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 6.192 | 210 | ||||||
| 2026-05-15 | 13F/A | Vermillion & White Wealth Management Group, LLC | 257.595 | 13,61 | 8.722 | 18,12 | ||||
| 2026-05-11 | 13F | Commerce Bank | 82.012 | 2.777 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 12.408 | 2,12 | 0 | |||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 15 | 0 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 232.657 | 100,47 | 7.878 | 108,39 | ||||
| 2026-04-21 | 13F | Maseco Llp | 1.399.794 | 8,37 | 47.383 | 12,61 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 11.079 | 33,95 | 375 | 39,41 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 210 | 7 | ||||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 76.446 | 2.490 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 201.754 | 3,38 | 6.844 | 7,66 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 62.424 | 2,83 | 2.114 | 6,88 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 28.820 | 976 | ||||||
| 2026-05-01 | 13F | Navigoe, LLC | 142.038 | 3,68 | 5 | 0,00 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 64.978 | 0,07 | 2.200 | 4,07 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 85.083 | 7,27 | 2.881 | 11,50 | ||||
| 2026-04-16 | 13F | Lincoln Capital Corp | 91.032 | 1,02 | 3.082 | 5,04 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 53.598 | 177,97 | 1.815 | 188,85 | ||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 37.244 | 1,29 | 1.261 | 5,35 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 169.072 | 14,17 | 5.725 | 18,68 | ||||
| 2026-04-24 | 13F | Jacobsen Capital Management | 114.024 | 3.861 | ||||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 2.777.922 | 107,17 | 94.060 | 115,37 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 432.990 | 2,30 | 14.661 | 6,35 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 14.860 | 11,39 | 503 | 15,90 | ||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 115.543 | 14,33 | 3.912 | 18,87 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 20.271 | 65,56 | 686 | 72,36 | ||||
| 2026-04-22 | 13F | Sterling Wealth Advisors Inc | 254.342 | 0,96 | 9.566 | 16,58 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 150 | 5 | ||||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 217.654 | 5,93 | 7.370 | 10,12 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2.699 | 240,78 | 88 | 262,50 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 103.759 | 260,50 | 3.513 | 274,92 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 38.968 | 148,60 | 1.319 | 158,63 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 539.918 | 18.282 | ||||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 13.487 | 0,14 | 457 | 4,11 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 88.330 | 4,21 | 2.991 | 8,33 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 107.145 | 99,12 | 3.628 | 107,02 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 2.154.416 | 24,87 | 70.169 | 28,99 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 255.752 | 1,57 | 8.660 | 5,58 | ||||
| 2026-04-20 | 13F | City State Bank | 103.491 | 7,75 | 3.504 | 12,02 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 69.336 | 0,22 | 2.348 | 4,17 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 225.999 | 1,87 | 7.652 | 5,91 | ||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 18.184 | 13,09 | 616 | 17,59 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 33.961 | 0,01 | 1.150 | 3,98 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 16.465 | 29,89 | 558 | 35,19 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 146.488 | 3,43 | 4.960 | 7,52 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 18.076 | 6,17 | 612 | 10,47 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 11.184 | 12,94 | 379 | 17,39 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 488.126 | 1,31 | 16.528 | 5,31 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 675.630 | 3,72 | 22.877 | 7,82 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 945.379 | 4,99 | 32 | 10,34 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 85.573 | 1,03 | 2.898 | 5,04 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 765.800 | 7,28 | 25.930 | 11,53 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 1.232.298 | 19,45 | 41.723 | 24,18 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 17.282 | 12,47 | 585 | 17,00 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 342.023 | 47,93 | 11.581 | 53,78 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 13.725 | 972,27 | 465 | 1.031,71 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 616.667 | 9,52 | 20.880 | 13,86 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 2.099.668 | 71.095 | ||||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 26.665 | 40,93 | 903 | 46,43 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 298 | 10 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 88.134 | 13,29 | 2.984 | 17,80 | ||||
| 2026-04-09 | 13F | Sculati Wealth Management, LLC | 132.524 | 1,78 | 4.487 | 5,83 | ||||
| 2026-05-06 | 13F | Catalyst Capital Advisors LLC | 1.706.676 | 8,73 | 57.788 | 13,04 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1.819.051 | 2,26 | 61.593 | 6,31 |
