Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF eröffnet haben, gehören Navigation Group, LLC, Veratis Advisors, Inc., SB Capital Management Inc, TRB Wealth Management, LLC, Platform Wealth Management, LLC, Total Clarity Wealth Management, Inc., Summit Portfolio Management, LTD., 3 Factor Indexing, Llc, Money Concepts Capital Corp, Navigate Wealth Management, LLC, Tiaa-cref Individual & Institutional Services, Llc, MSA Advisors, LLC, Action Point Financial Planning, Llc, Good Harbor Advisors, Inc., E-Wealth Partners, LLC, West Wealth Group, LLC, My Purposeful Wealth Corp., Diversify Wealth Management, Llc, Everest Financial Group LLC, und Moss Adams Wealth Advisors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 216.534 | 3,61 | 13.523 | 8,67 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 1.637 | 102 | ||||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 5.738 | 2,08 | 358 | 7,19 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 4.033 | 1,51 | 252 | 6,36 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 536.210 | 2,14 | 33.486 | 7,13 | ||||
| 2026-04-30 | 13F | Forza Wealth Management, LLC | 14.435 | 28,48 | 901 | 34,88 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 10.787 | 0,06 | 674 | 4,99 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 15.097 | 211,66 | 943 | 227,08 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 500 | 31 | ||||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 170.123 | 3,64 | 10.624 | 8,71 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 5.716.140 | 7,96 | 356.950 | 13,23 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 32.069 | 2.128 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 452.454 | 2,63 | 28.256 | 7,64 | ||||
| 2026-04-15 | 13F | ShankerValleau Wealth Advisors, Inc. | 215.344 | 1,17 | 13.448 | 6,12 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 16.672 | 114,76 | 1.079 | 127,91 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 19.771 | 49,59 | 1.235 | 57,00 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 7.635 | 80,50 | 477 | 89,64 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 23.390 | 0,01 | 1.461 | 4,89 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 250.961 | 49,80 | 16 | 66,67 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 13.371 | 140,70 | 1 | |||||
| 2026-02-13 | 13F | Sei Investments Co | 16.192 | 4,61 | 964 | 6,99 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 307.099 | 4,13 | 19.178 | 9,22 | ||||
| 2026-04-23 | 13F | Bridge Generations Wealth Management Llc | 310.500 | 3,04 | 19.391 | 8,08 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 133.762 | 29,34 | 8.353 | 35,67 | ||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 12.982 | 8,36 | 872 | 22,16 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 21.398 | 1.336 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1.383 | 86 | ||||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 8.747 | 16,49 | 546 | 22,15 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 912.352 | 5,12 | 56.976 | 10,26 | ||||
| 2026-05-04 | 13F | Mattern Capital Management, Llc | 12.546 | 31,17 | 784 | 37,61 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 11.878 | 14,59 | 742 | 20,10 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 47.860 | 57,24 | 2.989 | 64,90 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 854.684 | 1,91 | 53.363 | 6,83 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 33.339 | 21,39 | 2.082 | 27,28 | ||||
| 2026-04-28 | 13F | Schubert & Co | 32.056 | 0,13 | 2.002 | 4,98 | ||||
| 2026-05-12 | 13F | Integras Partners LLC | 74.113 | 1.068,61 | 4.628 | 1.127,59 | ||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 104.101 | 0,00 | 6.501 | -4,98 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2.333 | 1,13 | 146 | 5,84 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 4.091 | 106,30 | 255 | 116,10 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 4.457 | 278 | ||||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 4.637 | 36,50 | 290 | 43,07 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 4.301.015 | 2,81 | 268.598 | 7,83 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1.491.922 | 5,09 | 91.335 | 6,96 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 38.979 | 4,43 | 2.592 | 16,61 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 59.166 | 1,65 | 3.695 | 6,64 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 57.372 | 0,97 | 3.583 | 5,88 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 6.382 | 0,35 | 399 | 5,29 | ||||
| 2026-05-15 | 13F | Peterson Wealth Management | 816 | 51 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 22.140 | 1.383 | ||||||
| 2026-05-05 | 13F | One Day In July LLC | 3.277 | 205 | ||||||
| 2026-04-21 | 13F | Sensible Money, LLC | 1.068.341 | 4,65 | 66.718 | 9,76 | ||||
| 2026-04-22 | 13F | BluePrint Investing LLC | 48.320 | 2,25 | 3.018 | 7,25 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 10.349.578 | 1,39 | 646.331 | 6,35 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 50.716 | 275,15 | 3.167 | 293,91 | ||||
| 2026-04-14 | 13F | Quantum Financial Planning Services, Inc. | 100.283 | 13,65 | 6.263 | 19,21 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 17.620 | 65,07 | 1.100 | 73,23 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 457.022 | 7,19 | 28.541 | 12,42 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 7.833 | 62,44 | 466 | 84,92 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 105.387 | 1,20 | 6.581 | 6,15 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 87.224 | 7,76 | 5.447 | 13,03 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 5.913 | 0,20 | 369 | 5,13 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 18.869 | 6,39 | 1.178 | 11,66 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 13.116 | 819 | ||||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 14.846 | 8,67 | 927 | 14,02 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 11.791 | 0,03 | 736 | 4,99 | ||||
| 2026-04-23 | 13F | Graver Capital Management, LLC | 246.466 | 5,26 | 15.392 | 10,41 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 31.945 | 5,06 | 1.995 | 10,17 | ||||
| 2026-04-23 | 13F | Exeter Financial, LLC | 8.723 | 0,33 | 545 | 5,22 | ||||
| 2026-05-04 | 13F | Syverson Strege & Co | 5.926 | 0,27 | 370 | 5,41 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 3.734 | 233 | ||||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 349.645 | 20,35 | 21.834 | 26,22 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 26.349 | 1,86 | 1.645 | 6,82 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 3.742 | 247 | ||||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 15.001 | 26,03 | 937 | 32,20 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 8.169 | 510 | ||||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 16.281 | 0,33 | 1.017 | 5,18 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 52.084 | 229,08 | 3.235 | 243,42 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 57.316 | 7,72 | 3.579 | 12,97 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 4.298 | 268 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 4.648 | 0,22 | 277 | 2,60 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 5.022 | 0,34 | 314 | 5,03 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 4.974 | 8,58 | 322 | 18,38 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 7.309 | 0,74 | 456 | 5,80 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 390.998 | 32,02 | 24.418 | 38,47 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 62.624 | 59,21 | 4.171 | 61,60 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 178.309 | 1,26 | 11.135 | 6,21 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 488.594 | 1,23 | 30.513 | 6,18 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 12.022 | 8,62 | 751 | 13,98 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 19.425 | 32,04 | 1.213 | 38,63 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 10 | 1 | ||||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 4.144 | 259 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 13.036 | 0,92 | 814 | 5,85 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 153.733 | 6,73 | 9.601 | 11,94 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 4.891 | 0,33 | 306 | 5,17 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 22.763 | 54,00 | 1.355 | 57,56 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 8.099 | 15,39 | 523 | 19,41 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 1.272 | 79 | ||||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 46.131 | 3,74 | 2.881 | 8,80 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 3.428 | 214 | ||||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 3.598 | 225 | ||||||
| 2026-05-07 | 13F | Richard Young Associates, Ltd. | 558.976 | 0,95 | 34.908 | 5,89 | ||||
| 2026-05-11 | 13F | Bannerstone Capital Management, LLC | 5.254 | 0,65 | 328 | 5,81 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 1.510 | 1.168,91 | 94 | 1.242,86 | ||||
| 2026-05-05 | 13F | Generations Wealth, LLC | 53.732 | 12,47 | 3.356 | 17,97 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 7.853 | 490 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2.048.713 | 15,17 | 127.942 | 20,80 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 418.599 | 2,40 | 26.141 | 7,41 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 28.983 | 2,25 | 1.726 | 4,61 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 10.291 | 8,86 | 643 | 14,23 | ||||
| 2026-04-27 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 299.441 | 3,11 | 18.700 | 8,16 | ||||
| 2026-05-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 56.313 | 0,35 | 3.517 | 5,24 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 4.035 | 0,20 | 252 | 5,44 | ||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 5.258 | 0,32 | 328 | 5,13 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 3.070 | 0 | ||||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 4.575 | 0,09 | 286 | 4,78 | ||||
| 2026-04-15 | 13F | Avondale Wealth Management | 133.485 | 4,15 | 8.336 | 9,25 | ||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 6.081 | 380 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 58.048 | 185,61 | 3.625 | 199,59 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 271.234 | 19,20 | 16.939 | 25,03 | ||||
| 2026-05-11 | 13F | Ponta Wealth Partners, LLC | 30.936 | 84,00 | 1.932 | 92,91 | ||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 111.791 | 0,29 | 6.981 | 5,18 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 131.220 | 2,27 | 8.195 | 7,27 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 23.018 | 13,52 | 1.437 | 19,06 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 3.271 | 204 | ||||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 15.928 | 151,43 | 995 | 163,66 | ||||
| 2026-05-05 | 13F | PFG Advisors | 11.551 | 11,39 | 721 | 16,86 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 327.391 | 0,33 | 20.444 | 5,23 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 27.833 | 32,04 | 1.738 | 38,49 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 18.133 | 4,59 | 1.132 | 9,69 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 253.054 | 31,29 | 15.803 | 37,72 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 1.373.292 | 2,49 | 85.762 | 7,50 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 300 | 163,16 | 19 | 200,00 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 12.851 | 20,69 | 1 | |||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 20.549 | 26,94 | 1.283 | 33,23 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 4.316 | 270 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 13 | 1 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 39.013 | 31,41 | 2.436 | 37,86 | ||||
| 2026-04-29 | 13F | SwitchPoint Financial Planning, LLC | 92.239 | 0,14 | 5.760 | 5,03 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 35.904 | 4,42 | 2.242 | 9,53 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 3.296 | 206 | ||||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 187.209 | 8,40 | 11.691 | 13,70 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 230.282 | 1,72 | 14.381 | 6,69 | ||||
| 2026-05-15 | 13F | Fmr Llc | 40.308 | 31,21 | 2.517 | 37,62 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 12.197 | 0,02 | 762 | 4,82 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 57.032 | 1,49 | 3.562 | 6,46 | ||||
| 2026-05-08 | 13F | Crestmont Private Wealth LLC | 194.754 | 2,77 | 12.162 | 7,80 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 49.171 | 26,36 | 3 | 50,00 | ||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 4.195 | 13,19 | 262 | 18,64 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 3.319 | 207 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 17.186 | 339,09 | 1.073 | 360,52 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 15.701 | 16,58 | 981 | 22,35 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 687.802 | 12,00 | 42.953 | 17,48 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 66.390 | 0,55 | 4.146 | 5,47 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 9.749 | 580 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 35.241 | 3,80 | 2.201 | 8,86 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 294.144 | 0,33 | 18.369 | 5,23 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 62.318 | 0,09 | 3.892 | 4,96 | ||||
| 2026-05-11 | 13F | Kondo Wealth Advisors, Inc. | 22.095 | 0,12 | 1.380 | 5,03 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 20.511 | 28,77 | 1.281 | 35,02 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 5.103 | 319 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 298.819 | 43,45 | 18.661 | 50,46 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 24.754 | 45,98 | 1.546 | 53,12 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 32.502 | 10,68 | 2.030 | 16,08 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 5.279 | 22,74 | 330 | 28,52 | ||||
| 2026-04-13 | 13F | Invariant Investment Management | 3.090 | 201 | ||||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 1.649 | 0,24 | 103 | 5,15 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 1.495.511 | 2,58 | 93.395 | 7,60 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 75.161 | 12,96 | 4.694 | 18,48 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 106.634 | 10,30 | 6.659 | 133.080,00 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 813.483 | 2,60 | 50.802 | 7,61 | ||||
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 36.531 | 5,75 | 2.281 | 10,94 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 3.207 | 200 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 63.785 | 11,86 | 3.983 | 17,35 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 10.533 | 1,31 | 658 | 6,14 | ||||
| 2026-04-22 | 13F | Foundation Wealth Management, LLC\PA | 23.119 | 0,10 | 1.444 | 4,95 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.531.232 | 17,28 | 95.625 | 23,01 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 8.977 | 0,23 | 561 | 5,07 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 2.714 | 36,45 | 169 | 43,22 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 168.765 | 9,45 | 10.539 | 8,65 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 41.159 | 5,07 | 2.570 | 10,21 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 164 | 0,61 | 10 | 11,11 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 17.900 | 1.118 | ||||||
| 2026-05-21 | 13F | BankChampaign, National Association | 2.063 | 5.328,95 | 129 | -6,57 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 34.801 | 19,57 | 2.173 | 25,46 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 3.093 | 193 | ||||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 5.498 | 0,02 | 343 | 4,89 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 5.579 | 32,20 | 348 | 38,65 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 25.353 | 1,08 | 1.583 | 6,03 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 5.517.252 | 344.552 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 37.771 | 1,51 | 2.359 | 6,46 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 6.673 | 4,64 | 417 | 9,76 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 104.585 | 1,07 | 6.531 | 6,02 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 10.082 | 0,34 | 630 | 5,18 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 440.572 | 3,09 | 27.514 | 8,13 | ||||
| 2026-04-14 | 13F | Twin Cities Retirement Group LLC | 145.353 | 5,90 | 9.077 | 11,07 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 4.268 | 9,24 | 267 | 15,09 | ||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 1.432.301 | 2,48 | 92.656 | 10,43 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 3.636 | 227 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 12.132 | 28,71 | 758 | 34,94 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 12.827 | 0,30 | 801 | 5,26 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 5.514 | 1,10 | 344 | 6,17 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 3.261 | 204 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 245.242 | 4,08 | 15.315 | 9,17 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 1.264 | 29,38 | 80 | 37,93 | ||||
| 2026-04-28 | 13F | Planning Center, Inc. | 467.598 | 1,40 | 29.202 | 6,36 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 26.382 | 8,18 | 1.648 | 13,51 | ||||
| 2026-04-13 | 13F | Thayer Financial, L.L.C. | 57.693 | 1,85 | 3.603 | 6,82 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 110.160 | 0,77 | 6.879 | 5,68 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 72.272 | 4.513 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3.710 | 232 | ||||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 95.923 | 5,73 | 5.990 | 10,91 | ||||
| 2026-05-15 | 13F | MSA Advisors, LLC | 21.687 | 1.354 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 16.182 | 12,36 | 1 | |||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 5.710 | 377 | ||||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 317.234 | 3,75 | 19.811 | 8,82 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 440.537 | 3,13 | 27.512 | 8,17 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 19.138 | 0,16 | 1.195 | 5,10 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 26.647 | 0,90 | 1.664 | 5,85 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 147.118 | 0,19 | 9.188 | 5,09 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 868 | 54 | ||||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 3.727 | 0,32 | 233 | 4,98 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 3.260 | 204 | ||||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 199.697 | 3,96 | 12.471 | 9,04 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 59.415 | 11,08 | 3.710 | 16,52 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 7.499 | 0,40 | 468 | 7,83 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 520 | 2,36 | 32 | 6,67 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 174 | 2,35 | 11 | 0,00 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 17.501 | 2,92 | 1.093 | 7,91 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 11.743 | 0,27 | 733 | 5,16 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 357 | 22 | ||||||
| 2026-05-04 | 13F | Entelevest, LLC | 46.714 | 5,09 | 2.917 | 10,24 | ||||
| 2026-05-11 | 13F | Cascade Wealth Advisors, Inc | 10.741 | 0,06 | 722 | 6,65 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 467.017 | 2,10 | 29.165 | 7,09 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 222.309 | 437,50 | 10.969 | 548.300,00 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 5.717 | 0,33 | 357 | 5,31 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 390.016 | 10,92 | 24.356 | 23,66 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 1.089 | 68 | ||||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 37.762 | 2.358 | ||||||
| 2026-05-12 | 13F | Professional Financial Solutions Llc /adv | 236.033 | 2,46 | 14.740 | 7,47 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1.047.209 | 3,90 | 65.398 | 8,97 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 21.225 | 28,47 | 1.326 | 34,79 | ||||
| 2026-04-28 | 13F | Mokosak Advisory Group, LLC | 4.053 | 0,35 | 253 | 5,42 | ||||
| 2026-05-05 | 13F | Financial Concepts Unlimited, Inc. | 3.204 | 200 | ||||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 4.868 | 10,19 | 304 | 15,59 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 4.083 | 0,05 | 255 | 4,53 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 3.949 | 0,33 | 247 | 5,13 | ||||
| 2026-05-12 | 13F | Mission Financial Group, LLC | 9.166 | 42,13 | 572 | 49,35 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 7.366 | 25,74 | 460 | 31,90 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 4.576 | 286 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 306.813 | 5,77 | 19.160 | 10,94 | ||||
| 2026-05-11 | 13F | Lionshead Wealth Management, LLC | 84.793 | 0,29 | 5.295 | 5,21 | ||||
| 2026-05-14 | 13F | Betterment LLC | 366.700 | 2,62 | 23 | 4,76 | ||||
| 2026-05-06 | 13F | Astra Wealth Partners LLC | 47.362 | 10,11 | 2.958 | 15,51 | ||||
| 2026-05-04 | 13F | Nwam Llc | 3.828 | 239 | ||||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 166.704 | 9.162 | ||||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 25.175 | 5,15 | 1.572 | 10,32 | ||||
| 2026-05-11 | 13F | Wealth Management Strategies, Inc. | 10.413 | 0,31 | 650 | 5,18 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 3.814 | 0,34 | 238 | 5,31 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 24.309 | 14,10 | 1.518 | 19,72 | ||||
| 2026-04-30 | 13F | Triune Financial Partners, LLC | 355.699 | 1,05 | 22.213 | -0,50 | ||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 4.844 | 0,17 | 302 | 5,23 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 87.135 | 3,19 | 5.442 | 8,24 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 3.323 | 208 | ||||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 51.489 | 3,74 | 3.215 | 8,80 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 78.863 | 2,43 | 4.925 | 7,44 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 70.723 | 6,71 | 4.430 | 12,27 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 5.233 | 22,98 | 327 | 28,85 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2.942 | 0,20 | 184 | 5,17 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 77.195 | 8,62 | 4.821 | 13,92 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 15.364 | 56,79 | 959 | 64,78 | ||||
| 2026-04-20 | 13F | First Bancorp, Inc /ME/ | 3.286 | 205 | ||||||
| 2026-05-15 | 13F | Capstone Wealth Management, Inc. | 111.193 | 10,98 | 6.990 | 17,07 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 40.843 | 1,63 | 2.551 | 6,61 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 128.806 | 1,77 | 8.044 | 6,74 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 37.993 | 2.373 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 30.197 | 19,35 | 1.886 | 25,17 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 76.054 | 10,43 | 4.750 | 15,83 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 32.541 | 8,28 | 2.032 | 13,58 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 908 | 57 | ||||||
| 2026-05-15 | 13F | Greenline Partners, LLC | 7.264 | 0,25 | 454 | 5,10 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 7.359 | 0,34 | 460 | 5,28 | ||||
| 2026-04-22 | 13F | Youngs Advisory Group, Inc. | 275.994 | 2,02 | 17.236 | 7,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 1.552.638 | 9,03 | 96.962 | 14,36 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 7.445 | 0,03 | 465 | 4,74 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 12.126 | 2,48 | 1 | |||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 5.022 | 314 | ||||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 53.266 | 1,15 | 3.326 | 6,09 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 5.459 | 341 | ||||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 83.791 | 10,49 | 4.989 | 13,00 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 3.280 | 205 | ||||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 8.610 | 0,20 | 538 | 5,09 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 192.976 | 12.051 | ||||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 42.925 | 21,49 | 2.681 | 27,44 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 9.432 | 0,33 | 589 | 5,19 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 446.289 | 8,16 | 27.871 | 13,44 | ||||
| 2026-05-04 | 13F | John A. Wolfe & Associates, Inc. | 1.163 | 73 | ||||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 25.341 | 36,83 | 1.583 | 43,56 | ||||
| 2026-05-07 | 13F | Lakeshore Financial Planning, Inc. | 129.865 | 5,52 | 8.110 | 10,69 | ||||
| 2026-04-20 | 13F | City State Bank | 133.825 | 10,04 | 8.357 | 15,41 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 1.991 | 124 | ||||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 3.290 | 205 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 13.939 | 0,02 | 871 | 4,95 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 9.607 | 9,28 | 600 | 14,53 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 633.944 | 42,96 | 39.014 | 47,76 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 94.046 | 5.873 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 249.454 | 8,72 | 16 | 15,38 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 104.131 | 1,12 | 6.503 | 6,05 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 6.456 | 12,69 | 403 | 18,18 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 7.853 | 63,23 | 490 | 71,33 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 55.017 | 1,05 | 3.436 | 5,99 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 853.409 | 3,65 | 53.295 | 8,71 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 20.289 | 0,26 | 1.267 | 5,23 | ||||
| 2026-04-15 | 13F | Weil Company, Inc. | 3.312 | 207 | ||||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 9.342 | 0,02 | 583 | 4,86 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 396.894 | 0,12 | 24.786 | 5,02 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 11.084 | 0,12 | 692 | 5,01 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 24.059 | 20,05 | 1.502 | 25,90 | ||||
| 2026-04-23 | 13F | Master's Wealth Management Inc. | 364.328 | 0,63 | 22.752 | 5,55 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 371 | 23 | ||||||
| 2026-05-14 | 13F | Babb Wealth Advisors LLC | 438.199 | 2,25 | 27.366 | 7,25 | ||||
| 2026-05-08 | 13F | Weinberger Asset Management, Inc | 91.560 | 5,64 | 5.718 | 10,79 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 103.070 | 51,17 | 6.437 | 58,56 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 3.949 | 7,60 | 247 | 12,84 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 5.018 | 346,84 | 313 | 374,24 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 137.315 | 0,79 | 8.562 | 5,51 | ||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 84.122 | 5.009 | ||||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 24.525 | 0,19 | 1.532 | 5,08 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 5.336 | 34,41 | 333 | 41,10 | ||||
| 2026-05-14 | 13F | Mason Investment Advisory Services, Inc. | 120.255 | 0,02 | 7.510 | 4,90 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 254.576 | 75,82 | 15.898 | 84,43 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 11.656 | 31,32 | 728 | 37,69 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 166.376 | 1,54 | 10.390 | 6,51 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 16.772 | 2,77 | 1.047 | 7,83 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 94.298 | 0,63 | 5.889 | 5,54 | ||||
| 2026-04-29 | 13F | AG Asset Advisory, LLC | 54.241 | 18,09 | 3.387 | 23,88 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 33.606 | 29,63 | 2.099 | 35,97 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 31.596 | 6,26 | 1.973 | 11,47 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 64.770 | 0,57 | 4.045 | 5,48 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 549 | 0,73 | 34 | 6,25 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 3.645 | 0,14 | 228 | 5,09 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 731.710 | 4,61 | 45.695 | 9,72 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 20.039 | 152,51 | 1.251 | 165,04 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 21.123 | 0,04 | 1.374 | 2,77 | ||||
| 2026-04-27 | 13F | Heffernan Advisory, Inc | 4.018 | 0,30 | 251 | 5,04 | ||||
| 2026-05-05 | 13F | Good Harbor Advisors, Inc. | 13.465 | 841 | ||||||
| 2026-04-30 | 13F | North Capital, Inc. | 4.428 | 0,32 | 277 | 5,34 | ||||
| 2026-04-30 | 13F | Summit Portfolio Management, LTD. | 42.991 | 2.685 | ||||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 74.273 | 10,36 | 4.638 | 15,78 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 50.327 | 92,89 | 3.143 | 102,32 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 13.284.203 | 0,31 | 790.941 | 2,60 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 158.233 | 0,40 | 9.882 | 5,31 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 2.642 | 14,97 | 165 | 20,59 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 210.687 | 4,84 | 13.157 | 9,97 | ||||
| 2026-05-05 | 13F | Financial Harvest, LLC | 507.634 | 4,15 | 31.702 | 9,23 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 130.198 | 7.752 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 3.442 | 336 | 191,30 | |||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 978 | 11,77 | 61 | 17,31 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 29.712 | 21,30 | 1.856 | 27,23 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 2.554 | 0,27 | 159 | 5,30 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 24.995 | 9,45 | 1.561 | 14,79 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 19.163 | 41,72 | 1.197 | 48,57 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 5.544 | 1,09 | 346 | 6,13 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 2.132.827 | 29,33 | 141.257 | 43,86 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 346.639 | 2,09 | 21.648 | 7,08 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 46.178 | 0,35 | 2.884 | 5,26 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 60 | 4 | ||||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 364.224 | 4,05 | 22.746 | 9,14 | ||||
| 2026-04-20 | 13F | 25 Llc | 25.736 | 0,27 | 1.607 | 5,17 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1.125.679 | 4,98 | 70.299 | 8,25 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 268.647 | 18,51 | 16.828 | 24,68 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 650.733 | 4,07 | 40.638 | 9,16 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 2.840.246 | 0,22 | 183.508 | 4,97 |
