Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Dimensional ETF Trust - Dimensional International Core Equity 2 ETF eröffnet haben, gehören Mjp Associates Inc /adv, Advisor OS, LLC, Penserra Capital Management LLC, Ubs Asset Management Americas Inc, CSP Financial Group, LLC, Summit Financial, LLC, E-Wealth Partners, LLC, Action Point Financial Planning, Llc, Platform Wealth Management, LLC, VisionPoint Advisory Group, LLC, Miracle Mile Advisors, LLC, Global Financial Private Client, LLC, TCFG Investment Advisors, LLC, Avise Financial Cooperative, Inc., Envision Financial LLC, IF Advisors, LLC, Rsm Us Wealth Management Llc, WealthSpring Partners, LLC, Freedom Day Solutions, LLC, und Aprio Wealth Management, LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 11.323 | 31,04 | 402 | 35,35 | ||||
| 2026-05-11 | 13F | VeraBank, N.A. | 709.168 | 4,97 | 25.197 | 8,23 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 702.122 | 71,22 | 25 | 71,43 | ||||
| 2026-05-05 | 13F | UBS Group AG | 105.646 | 4.217,37 | 3.754 | 4.367,86 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 42.401 | 146,60 | 1.507 | 154,39 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 15.863 | 3,21 | 568 | 7,37 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 822.926 | 6,26 | 29.239 | 9,56 | ||||
| 2026-04-20 | 13F | 25 Llc | 41.427 | 1,26 | 1.472 | 4,40 | ||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 970.099 | 2,19 | 34.468 | 5,36 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 26.104 | 13,31 | 927 | 16,90 | ||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 117.933 | 0,14 | 4 | 0,00 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 388 | 14 | ||||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 397.581 | 2,65 | 14.126 | 5,84 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 3.609 | 128 | ||||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 487.582 | 2,26 | 18.518 | 12,71 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 33.169 | 54,67 | 1.178 | 59,62 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 9.483 | 337 | ||||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 41.379 | 1.470 | ||||||
| 2026-04-20 | 13F | Live Oak Private Wealth LLC | 82.248 | 2,88 | 2.922 | 6,10 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 164.300 | 5,95 | 5.838 | 9,25 | ||||
| 2026-05-11 | 13F | Scratch Capital Llc | 525.870 | 18,98 | 18.684 | 22,68 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 134.158 | 14,95 | 4.767 | 18,53 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 502.259 | 4,93 | 18.116 | 9,83 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 46 | 2 | ||||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 7.747 | 32,45 | 275 | 36,82 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 42.524 | 20,41 | 1.577 | 29,61 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 315.978 | 38,13 | 11 | 57,14 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 1.064.396 | 5,65 | 37.818 | 8,93 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 540.369 | 4,12 | 19.199 | 7,35 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 136.507 | 0,28 | 4.850 | 3,41 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 292.259 | 10.384 | ||||||
| 2026-05-12 | 13F | Integras Partners LLC | 68.947 | 1.072,97 | 2.450 | 1.112,38 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 815 | 29 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 8.381 | 298 | ||||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 55.694 | 526,34 | 1.979 | 546,41 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 29.591 | 1.051 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1.113 | 401,35 | 40 | 471,43 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 17.042 | 16,04 | 605 | 19,57 | ||||
| 2026-04-14 | 13F | Quantum Financial Planning Services, Inc. | 795.841 | 3,02 | 28.276 | 6,22 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 17.401 | 0,09 | 618 | 3,17 | ||||
| 2026-05-13 | 13F | IF Advisors, LLC | 25.700 | 913 | ||||||
| 2026-04-21 | 13F | Sensible Money, LLC | 724.079 | 11,24 | 25.727 | 14,69 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 5.826 | 207 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 21.087 | 31,49 | 749 | 35,69 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 99.534 | 0,05 | 3.639 | 6,13 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 18.794 | 17,10 | 668 | 20,61 | ||||
| 2026-04-21 | 13F | Hippocratic Financial Advisors, LLC | 573.822 | 1,67 | 20.388 | 4,83 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 40.462 | 20,30 | 1.438 | 23,99 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1.389.763 | 6,50 | 49.378 | 9,79 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 222.285 | 12,28 | 7.898 | 15,76 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 697.299 | 9,06 | 24.775 | 12,44 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 5.491 | 208 | ||||||
| 2026-04-06 | 13F | Trust Co of the South | 1.012.932 | 0,21 | 35.990 | 3,32 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 100.200 | 17,49 | 3.560 | 21,17 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 6.089 | 116,69 | 216 | 125,00 | ||||
| 2026-05-13 | 13F | B&D White Capital Company, LLC | 381.045 | 13,41 | 13.539 | 16,93 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 686.966 | 12,03 | 24.408 | 15,51 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 12.555 | 0,20 | 446 | 3,48 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 72.455 | 2.574 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 127.920 | 4.545 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 14.144 | 100,00 | 503 | 106,58 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 35.315 | 107,15 | 1.255 | 113,63 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 916.900 | 6,15 | 32.577 | 9,45 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 13.254 | 471 | ||||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 6.321 | 225 | ||||||
| 2026-04-20 | 13F | Watchman Group, Inc. | 432.729 | 2,14 | 15.375 | 5,31 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 6.157 | 0,20 | 219 | 3,32 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 214.753 | 124,88 | 7.699 | 129,24 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 6.782 | 241 | ||||||
| 2026-05-11 | 13F | Ponta Wealth Partners, LLC | 157.050 | 61,78 | 5.580 | 66,79 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 105.390 | 47,81 | 3.744 | 52,38 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 56.453 | 0,23 | 2.006 | 3,35 | ||||
| 2026-05-13 | 13F | Parkshore Wealth Management, Inc. | 49.175 | 0,05 | 1.747 | 3,19 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 184.742 | 10,44 | 6.564 | 13,86 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 13.308 | 50,14 | 473 | 54,75 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 25.604 | 56,36 | 910 | 61,17 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 1.956.405 | 3,47 | 69.511 | 6,69 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 2.074.009 | 1,30 | 73.690 | 4,44 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 33.640 | 2,55 | 1.195 | 5,75 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 490.498 | 17 | ||||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 20.000 | 711 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 11.616 | 84,00 | 0 | |||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 549.924 | 9,57 | 19.539 | 12,98 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 17.246 | 0,20 | 613 | 3,20 | ||||
| 2026-04-20 | 13F | City State Bank | 336 | 12 | ||||||
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 6.601 | 8,20 | 235 | 11,43 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 5.435.458 | 17,38 | 193.122 | 21,03 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 22.161 | 787 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 9.405 | 0,14 | 337 | 4,02 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 130.206 | 19,55 | 4.626 | 23,26 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 14.508 | 247,75 | 515 | 260,14 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 274 | 10 | ||||||
| 2026-04-28 | 13F | Brighton Jones Llc | 2.078.625 | 2,91 | 73.854 | 6,10 | ||||
| 2026-05-12 | 13F | Orcam Financial Group | 6.089 | 216 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 5.936 | 211 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 16.244 | 18,75 | 577 | 22,51 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 865 | 170,31 | 31 | 172,73 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 755.893 | 146,83 | 26.857 | 154,49 | ||||
| 2026-04-22 | 13F | HFG Wealth Management, LLC | 32.321 | 26,46 | 1.148 | 30,45 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 14.576 | 0,17 | 518 | 3,19 | ||||
| 2026-04-17 | 13F | Riverbridge Partners Llc | 14.944 | 531 | ||||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 12.251 | 435 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 317.527 | 11.282 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 27.926 | 992 | ||||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 44.549 | 8,43 | 1.583 | 11,80 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 153.742 | 4,82 | 5.462 | 8,07 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 349.202 | 2,38 | 12.407 | 5,56 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 38.461.411 | 3,95 | 1.366.534 | 7,18 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 321.536 | 1,75 | 11.424 | 4,91 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 15.723 | 559 | ||||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 963.800 | 2,47 | 34.244 | 5,65 | ||||
| 2026-05-13 | 13F | Cravens & Co Advisors, LLC | 329.479 | 1,16 | 11.706 | 1,45 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 12.257 | 1,38 | 435 | 4,57 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 26.355 | 936 | ||||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 277 | 10 | ||||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 8.544 | 1,91 | 304 | 5,21 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 26.876 | 955 | ||||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 6.554 | 233 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 72.991 | 381,12 | 2.593 | 396,74 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 9.050 | 312 | ||||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11.939 | 424 | ||||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 369.898 | 5,71 | 13.142 | 9,00 | ||||
| 2026-05-05 | 13F | Freedom Day Solutions, LLC | 19.308 | 686 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 598 | 21 | ||||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 1.133 | 0,18 | 40 | 5,26 | ||||
| 2026-05-12 | 13F | Professional Financial Solutions Llc /adv | 320.580 | 7,73 | 11.390 | 11,08 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 3.858 | 0,08 | 137 | 3,79 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 30.232 | 11,12 | 1.074 | 9,04 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 38.374 | 258,40 | 1.363 | 270,38 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 526.521 | 10,02 | 18.707 | 13,44 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 59.041 | 23,44 | 2.130 | 29,19 | ||||
| 2026-05-08 | 13F | CSP Financial Group, LLC | 232.651 | 8.266 | ||||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 8.685 | 309 | ||||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 922 | 33 | ||||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 10.863 | 0,04 | 386 | 2,94 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 683.724 | 0,31 | 24.293 | 32,55 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 66.692 | 308,33 | 2.370 | 321,53 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 163.529 | 14,77 | 5.810 | 18,35 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 7.487 | 266 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 604.385 | 3,76 | 22.483 | 6,56 | ||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 27.844 | 6,47 | 989 | 9,77 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 2.260.897 | 1,42 | 80.330 | 4,56 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 31.571 | 20,27 | 1.122 | 24,00 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 1.062.329 | 1,32 | 37.745 | 4,46 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 397.806 | 5,37 | 14.134 | 8,65 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 139.222 | 259,21 | 4.947 | 270,49 | ||||
| 2026-05-19 | 13F | Winnow Wealth Llc | 5.925 | 838,99 | 211 | 854,55 | ||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 158.066 | 10,52 | 5.616 | 13,96 | ||||
| 2026-05-15 | 13F | Capstone Wealth Management, Inc. | 211.948 | 9,40 | 7.633 | 13,47 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.491.106 | 4,67 | 51.384 | 111.602,17 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 160.347 | 1,26 | 5.697 | 4,42 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 5.632 | 200 | ||||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 2.557.353 | 1,86 | 90.863 | 5,02 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 146.454 | 83,43 | 5.204 | 89,13 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 1.956.559 | 5,79 | 69.517 | 9,07 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 75.246 | 5,35 | 2.673 | 8,61 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 607.940 | 8,47 | 21.600 | 11,84 | ||||
| 2026-04-29 | 13F | Burney Co/ | 967.635 | 8,42 | 34.380 | 11,78 | ||||
| 2026-04-30 | 13F | Selective Wealth Management, Inc. | 45.989 | 304,05 | 1.681 | 315,06 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 3.887.458 | 0,32 | 138.121 | 3,44 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 17.842 | 12,24 | 634 | 15,72 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 94.908 | 3.278 | ||||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 144.865 | 54,52 | 5.147 | 56,40 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 381.794 | 5,63 | 13.565 | 8,91 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 91.672 | 8,74 | 3.257 | 12,12 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 13.769 | 38,48 | 489 | |||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 574.815 | 17,90 | 18.195 | 4,36 | ||||
| 2026-01-27 | 13F | Grunden Financial Advisory, Inc. | 119.769 | 6,25 | 4.127 | 11,66 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 38.434 | 9,59 | 1.366 | 13,00 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 1.419.420 | 2,19 | 50.432 | 5,36 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 476.242 | 103,38 | 16.921 | 109,69 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 436.212 | 0,25 | 15.499 | 3,36 | ||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 146.499 | 1.033,63 | 5.205 | 1.069,66 | ||||
| 2026-02-04 | 13F | Timonier Family Office, LTD. | 414.203 | 4,44 | 14.273 | 9,76 | ||||
| 2026-04-27 | 13F | HTG Investment Advisors, Inc. | 743.701 | 2,12 | 26.424 | 5,29 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 1.017.885 | 15,21 | 36.165 | 18,79 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 1.120.912 | 1,31 | 39.826 | 4,45 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 8.868 | 1,81 | 315 | 5,00 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 726 | 0,14 | 26 | 4,17 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 460.089 | 31,20 | 16.347 | 35,27 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 132.389 | 983,11 | 4.704 | 1.017,10 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 455.932 | 1,58 | 16.199 | 4,73 | ||||
| 2026-05-13 | 13F | Hill Island Financial Llc | 1.096.790 | 1,62 | 38.969 | 4,78 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 27.921 | 4,89 | 992 | 8,18 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 3.455.475 | 0,06 | 122.773 | 3,17 | ||||
| 2026-05-01 | 13F | One Degree Advisors Inc | 1.122.058 | 8,12 | 40 | 11,43 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 15.237 | 29,49 | 541 | 33,58 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 8.359 | 297 | ||||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 26.406 | 16,57 | 938 | 20,26 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 13.855 | 0,52 | 492 | 3,80 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 507.713 | 31,30 | 18.313 | 37,44 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 4.552.460 | 5,96 | 172.902 | 16,78 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 15.411 | 16,06 | 548 | 19,69 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 50.476 | 19,81 | 1.793 | 23,57 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 6.420 | 228 | ||||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 6.732 | 0,15 | 239 | 3,46 | ||||
| 2026-04-21 | 13F | Gutierrez Wealth Advisory, LLC | 9.839 | 350 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 21.520 | 31,56 | 765 | 35,70 | ||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 417.099 | 2,17 | 14.820 | 5,34 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 27.704 | 984 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 14.980 | 11,48 | 532 | 14,90 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 1.395.647 | 1,21 | 49.587 | 4,35 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 2.170.433 | 4,70 | 77.224 | 21,11 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 74.243 | 2,65 | 2.638 | 5,82 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 83.603 | 1,95 | 2.970 | 5,13 | ||||
| 2026-05-01 | 13F | Vestment Financial LLC | 520.520 | 2,00 | 19.696 | 9,03 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 12.235 | 435 | ||||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 7.508 | 20,17 | 267 | 23,72 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 196.038 | 3,62 | 6.965 | 6,84 | ||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 1.273.246 | 1,16 | 45.238 | 4,30 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 18.787 | 1,50 | 668 | 4,71 | ||||
| 2026-05-12 | 13F | Porter White Investment Advisors, Inc. | 159.221 | 0,96 | 5.657 | 4,10 | ||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 416.072 | 15,67 | 15.574 | 25,64 | ||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 498.850 | 28,39 | 17.724 | 32,38 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 711.963 | 12,25 | 25.296 | 15,74 | ||||
| 2026-05-04 | 13F | MB Generational Wealth, LLC | 50.620 | 4,63 | 1.799 | 7,86 | ||||
| 2026-05-01 | 13F | American Trust | 1.088.939 | 8,79 | 38.690 | 12,17 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 6.032 | 2.814,01 | 214 | 0,94 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 6.690 | 0,83 | 238 | 3,95 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 164 | 6 | ||||||
| 2026-05-15 | 13F | Ariadne Wealth Management, LP | 150.081 | 0,13 | 5.332 | -5,66 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 181.694 | 10,61 | 6.456 | 14,05 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 10.447 | 360 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 451 | 16 | ||||||
| 2026-04-30 | 13F | LRI Investments, LLC | 194 | 21,25 | 7 | 20,00 | ||||
| 2026-04-28 | 13F | Schubert & Co | 137.593 | 18,27 | 4.889 | 21,93 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 225.822 | 134,47 | 8.023 | 141,80 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 335.562 | 7,72 | 11.923 | 11,07 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 1.736.974 | 39,85 | 61.715 | 44,20 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 20.427 | 1,10 | 726 | 4,17 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 279.591 | 7,21 | 9.934 | 10,54 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3.536 | 85,13 | 126 | 92,31 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 1.723 | 61 | ||||||
| 2026-04-16 | 13F | Envision Financial LLC | 26.159 | 929 | ||||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 4.478 | 125,59 | 154 | 208,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 2.726.519 | 96.873 | ||||||
| 2026-05-06 | 13F | Trailhead Planners LLC | 60.697 | 1,78 | 2.157 | 4,91 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 13.375 | 3,16 | 475 | 6,50 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 636.539 | 2,87 | 22.616 | 6,06 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 246.022 | 3,90 | 8.741 | 7,13 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 72.161 | 4,84 | 2.695 | 10,63 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 139.106 | 22,61 | 4.942 | 26,43 | ||||
| 2026-05-05 | 13F | Landing Point Financial Group, LLC | 33.006 | 2,51 | 1.173 | 5,68 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 353.079 | 13,14 | 12.545 | 16,66 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 160.236 | 18,10 | 5.693 | 21,78 | ||||
| 2026-05-08 | 13F | Integrated Wealthcare, Llc | 57.902 | 0,20 | 2.057 | 3,31 | ||||
| 2026-05-12 | 13F | Hill Investment Group Partners, LLC | 2.039.273 | 0,41 | 72.455 | 3,52 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 10.895 | 3,86 | 387 | 7,20 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 706.810 | 30,77 | 25.113 | 34,83 | ||||
| 2026-05-15 | 13F | Painted Porch Advisors LLC | 14.157 | 503 | ||||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 150.516 | 2,14 | 5.348 | 5,30 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 8.390 | 0 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 16.161 | 134,42 | 574 | 142,19 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 9.050 | 322 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 321.518 | 11.424 | ||||||
| 2026-05-02 | 13F | Burton Enright Welch | 1.142.023 | 2,71 | 40.576 | 5,90 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 26.592 | 25,07 | 945 | 28,96 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 48.944 | 1.687 | ||||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 476.904 | 7,34 | 16.944 | 9,59 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 1.774.192 | 1,84 | 63.037 | 5,01 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 46.718 | 8,69 | 1.660 | 12,02 | ||||
| 2026-05-15 | 13F | Fmr Llc | 17.360 | 104,36 | 617 | 110,96 | ||||
| 2026-04-29 | 13F | SwitchPoint Financial Planning, LLC | 703.061 | 4,01 | 24.980 | 7,24 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 949.470 | 33.735 | ||||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 6.092 | 216 | ||||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 10.889 | 22,46 | 387 | 18,40 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 3.498.838 | 13,10 | 130.682 | 22,59 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 45.797 | 19,71 | 1.627 | 23,44 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 564.421 | 6,55 | 20.054 | 9,86 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 2.361 | 84 | ||||||
| 2026-05-14 | 13F | Entrewealth, Llc | 86.104 | 0,00 | 3.059 | -4,32 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.463.977 | 20,06 | 52.015 | 23,79 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 90.104 | 28,99 | 3.202 | 32,97 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.151.149 | 4,58 | 40.900 | 7,83 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 526 | 19 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 52.685 | 1.872 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 623.472 | 2,04 | 22.152 | 5,21 | ||||
| 2026-05-06 | 13F | Aire Advisors, Llc | 593.625 | 1,16 | 21.091 | 4,30 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 81.130 | 3,38 | 2.883 | 6,58 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 32.083 | 2,76 | 1.140 | 5,95 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 122.022 | 1,45 | 4.405 | 6,30 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 33.771 | 88,22 | 1.200 | 94,17 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 172.372 | 23,20 | 6.124 | 27,03 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 41.835 | 5,46 | 1.486 | 8,78 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 5.851 | 208 | ||||||
| 2026-04-15 | 13F | BDFS Capital LLC | 171.695 | 4,69 | 6.100 | 7,95 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 982.304 | 1,37 | 34.901 | 4,52 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 8.600 | 306 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 1.967.806 | 0,31 | 69.916 | 3,43 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 25.403 | 0,14 | 903 | 3,20 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 542.085 | 2,19 | 19.260 | 5,37 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 946.775 | 33.639 | ||||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 137 | 5 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 171.649 | 195,86 | 6.099 | 205,05 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 38.896 | 3,51 | 1.382 | 6,72 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 1 | 0 | ||||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 91.096 | 3,06 | 3.139 | 8,32 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 7.910 | 281 | ||||||
| 2026-05-13 | 13F | Daner Wealth Management, LLC | 64.919 | 11,83 | 2.462 | 12,12 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 9.376 | 0,20 | 333 | 3,42 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 5.382 | 191 | ||||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 142.835 | 1,36 | 5.075 | 4,51 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 262 | 9 | ||||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 518.666 | 2,95 | 18.428 | 6,15 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 27.223 | 19,04 | 967 | 22,72 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 437.867 | 16,85 | 15.557 | 20,48 | ||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 33.209 | 1.144 | ||||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 508.253 | 2,07 | 18.058 | 5,24 | ||||
| 2026-04-22 | 13F | Millburn Ridgefield Corp | 1.549.030 | 6,47 | 55.037 | 9,77 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 1.250.586 | 2,74 | 44.433 | 5,94 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 44.663 | 8,54 | 1.587 | 11,93 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 40.662 | 17,43 | 1.445 | 21,14 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 6.199 | 0,13 | 220 | 3,29 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 4.995 | 5,83 | 177 | 9,26 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 31.092 | 33,66 | 1.105 | 37,83 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 6.306 | 224 | ||||||
| 2026-04-28 | 13F | Abel Hall, LLC | 346.155 | 0,39 | 12.299 | 3,50 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 90.951 | 24,87 | 3.231 | 28,73 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 128.021 | 9,17 | 4.549 | 12,55 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 121.426 | 4,39 | 4.314 | 7,63 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 91.374 | 24,80 | 3.247 | 28,66 | ||||
| 2026-05-08 | 13F | Red Lighthouse Investment Management, Llc | 23.202 | 91,70 | 824 | 97,60 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 20.722 | 34,04 | 736 | 38,35 | ||||
| 2026-05-04 | 13F | Nwam Llc | 97.460 | 20,43 | 3.463 | 20,25 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 200.000 | 7.106 | ||||||
| 2026-05-11 | 13F | MCF Advisors LLC | 3.800 | 135 | ||||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 2.829.499 | 3,92 | 100.532 | 7,14 | ||||
| 2026-04-16 | 13F | BCO Wealth Management LLC | 518.097 | 0,13 | 18.408 | 3,24 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 4.115 | 0,10 | 146 | 3,55 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 12.324 | 0,20 | 438 | 3,31 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3.510.772 | 2,12 | 124.738 | 5,29 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 347.871 | 20,77 | 12.360 | 24,51 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 69.695 | 5,67 | 2.476 | 8,98 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 1.236 | 0,16 | 44 | 2,38 | ||||
| 2026-04-17 | 13F | Aspen Capital Management, LLC | 2.275.858 | 0,32 | 80.861 | 3,43 | ||||
| 2026-04-21 | 13F | Maseco Llp | 3.168.524 | 10,09 | 112.594 | 13,54 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 1.332 | 47 | ||||||
| 2026-05-12 | 13F | Creative Planning | 628.566 | 20,40 | 22.333 | 24,14 | ||||
| 2026-04-10 | 13F | McGrath & Associates, Inc. | 83.653 | 98,09 | 1.742 | 19,66 | ||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 1.862.542 | 3,95 | 66.176 | 7,17 | ||||
| 2026-05-05 | 13F | Haven Private, LLC | 7.426 | 264 | ||||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 354.452 | 1,61 | 12.594 | 4,76 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.121 | 40 | ||||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 589 | 0,17 | 0 | |||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 498.420 | 4,52 | 17.709 | 7,77 | ||||
| 2026-04-22 | 13F | First Financial Group Corp | 17.055 | 25,46 | 606 | 29,27 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 15.536 | 70,15 | 552 | 75,48 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 16.811 | 597 | ||||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 117.224 | 1,38 | 4.165 | 4,52 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 56.575 | 9,58 | 2.010 | 12,98 | ||||
| 2026-05-14 | 13F | Betterment LLC | 1.583.801 | 1,30 | 56 | 5,66 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 1.516.156 | 7,57 | 53.869 | 10,91 | ||||
| 2026-04-21 | 13F | Kane Co Wealth Management, Inc. | 197.283 | 1,63 | 7.009 | 4,78 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 52.711 | 55,78 | 1.873 | 60,55 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1.099 | 0,73 | 38 | 5,71 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 503.716 | 14,50 | 17.897 | 18,05 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 1.043.507 | 4,98 | 37.076 | 8,24 | ||||
| 2026-05-06 | 13F | Tandemgrowth Financial Advisors Llc | 180.275 | 13,90 | 6.405 | 17,46 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 1.389 | 77,85 | 49 | 88,46 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 16.750 | 595 | ||||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 509.880 | 465,95 | 18.116 | 483,63 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 50.230 | 13,32 | 1.785 | 16,83 | ||||
| 2026-05-08 | 13F | Tillman Hartley LLC | 384.007 | 1,63 | 13.644 | 4,78 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 7.487 | 4,58 | 266 | 8,13 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 41.228 | 2,82 | 1.465 | 6,01 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 133.599 | 5,54 | 4.747 | 8,80 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 4.786.293 | 7,98 | 170.057 | 11,34 | ||||
| 2026-04-08 | 13F | Wealthspan Partners, Llc | 40.637 | 0,65 | 1.444 | 3,74 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 3.189.176 | 6,51 | 109.899 | 11,94 | ||||
| 2026-05-01 | 13F | United Wealth Management, LLC | 979.558 | 1,60 | 34.804 | 4,75 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 861.971 | 1,01 | 32.410 | 4,33 | ||||
| 2026-04-06 | 13F | CX Institutional | 4.339 | 0,18 | 0 | |||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 96.306 | 2,89 | 3.422 | 6,08 | ||||
| 2026-04-30 | 13F | Summit Portfolio Management, LTD. | 7.390 | 263 | ||||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 151.701 | 16,43 | 5.390 | 20,02 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 8.425 | 299 | ||||||
| 2026-04-27 | 13F | Heffernan Advisory, Inc | 177.205 | 7,23 | 6.296 | 10,57 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 11.948 | 0,31 | 425 | 3,41 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 75 | 5,63 | 3 | 0,00 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 71.893 | 6,03 | 2.554 | 9,33 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 1.038.279 | 5,75 | 36.890 | 9,04 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 107.924 | 0,30 | 3.835 | 3,43 | ||||
| 2026-05-08 | 13F | Oath Planning, LLC | 13.733 | 6,07 | 488 | 9,19 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 10.065 | 10,73 | 358 | 14,06 | ||||
| 2026-05-05 | 13F | Financial Harvest, LLC | 360.566 | 3,98 | 12.811 | 7,21 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 24.816 | 18,16 | 882 | 21,85 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 230.191 | 1.052,45 | 8.179 | 1.088,66 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 162.743 | 2,03 | 5.782 | 5,20 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 776.503 | 9,35 | 27.589 | 12,75 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 2.596.159 | 1,44 | 92.242 | 4,59 | ||||
| 2026-05-06 | 13F | Catalyst Capital Advisors LLC | 1.549.030 | 6,47 | 55.037 | 9,77 |
