Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Dimensional ETF Trust - Dimensional International Value ETF eröffnet haben, gehören Quent Long Short Global Small Cap Fund, LP, Penserra Capital Management LLC, BlueSky Wealth Advisors, LLC, Aurdan Capital Management, LLC, SB Capital Management Inc, Bleakley Financial Group, LLC, Navigate Wealth Management, LLC, NewEdge Wealth, LLC, Valmark Advisers, Inc., Redstone Wealth Management, Llc, Mutual Advisors, LLC, Platform Wealth Management, LLC, Vista Investment Partners Ii, Llc, Arkadios Wealth Advisors, Focus Financial Network, Inc., Gotham Asset Management, LLC, Everest Financial Group LLC, Diversify Wealth Management, Llc, Summit Portfolio Management, LTD., und E-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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | UBS Group AG | 2.120.771 | 12,39 | 111.934 | 18,87 | ||||
| 2026-05-11 | 13F | VeraBank, N.A. | 344.701 | 20,04 | 18.193 | 26,98 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 1.895.167 | 65,39 | 105.314 | 84,19 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 333.880 | 15,62 | 18 | 21,43 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 322.412 | 2,59 | 17.017 | 8,51 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 12.596 | 2,81 | 669 | 9,49 | ||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 54.068 | 114,34 | 2.854 | 126,79 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 4.434 | 0,02 | 234 | 5,88 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 14.243 | 16,34 | 752 | 23,11 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 44.644 | 2.356 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 225.485 | 6,84 | 11.901 | 13,01 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 177 | 9 | ||||||
| 2026-04-20 | 13F | 25 Llc | 28.192 | 0,10 | 1.488 | 5,84 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 23.037 | 23,87 | 1.150 | 34,07 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 84.550 | 4.600 | ||||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 994 | 0,10 | 52 | 6,12 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1.083.909 | 40,52 | 55.680 | 44,08 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 768.451 | 10,38 | 40.559 | 16,75 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 30.285 | 39,87 | 1.667 | 53,50 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 18.938 | 26,94 | 1.010 | 35,62 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 46.798 | 2,86 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 852.136 | 11,33 | 44.967 | 17,73 | ||||
| 2026-05-12 | 13F | Integras Partners LLC | 33.022 | 417,34 | 1.743 | 447,80 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 29.461 | 4,30 | 1.555 | 10,29 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 5.286 | 396,80 | 279 | 424,53 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 17.489 | 4,17 | 923 | 10,27 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 82.591 | 131,96 | 4.359 | 145,44 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 19.052 | 12,18 | 1.006 | 18,24 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 4.451 | 235 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 3.937 | 208 | ||||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 100.170 | 3,11 | 5.287 | 9,06 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 17.633 | 4,42 | 931 | 10,45 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 4.120 | 217 | ||||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 1.779.613 | 2,70 | 93.928 | 8,63 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 596.017 | 7,88 | 31.458 | 14,11 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 92.859 | 4,02 | 4.901 | 10,04 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 2.331 | 0,17 | 123 | 6,03 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 44.181 | 6,38 | 2.332 | 12,50 | ||||
| 2026-04-14 | 13F | Global Trust Wealth Management LLC | 17.026 | 48,91 | 899 | 57,54 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 36.846 | 27,38 | 1.945 | 34,72 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 886.759 | 3,27 | 46.803 | 9,23 | ||||
| 2026-04-23 | 13F | Exeter Financial, LLC | 9.451 | 0,20 | 499 | 5,96 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 20.971 | 66,00 | 1.107 | 75,56 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 7.321 | 0,69 | 386 | 6,63 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 184.145 | 8,57 | 9.719 | 14,84 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 290.721 | 9,59 | 15.344 | 15,92 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 4.121 | 0,19 | 217 | 5,85 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 566.736 | 28.280 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 11.406 | 9,52 | 569 | 18,54 | ||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 11.604 | 66,10 | 612 | 75,86 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 17.233 | 46,55 | 910 | 55,12 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 3.318 | 47,60 | 180 | 59,82 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 1.737 | 0,81 | 92 | 7,06 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 619 | 33 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 13.589 | 12,86 | 749 | 20,81 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 76.368 | 6,49 | 4.031 | 12,63 | ||||
| 2026-06-04 | 13F | Fischer Investment Strategies, Llc | 357.778 | 17,61 | 18.884 | 24,39 | ||||
| 2026-05-14 | 13F | RB Capital Management, LLC | 24.957 | 7,18 | 1.317 | 13,44 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 5 | 0 | ||||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 198.642 | 3,38 | 10.484 | 9,36 | ||||
| 2026-05-11 | 13F | Boston Partners | 49.953 | 24,29 | 2.556 | 27,43 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 4.459 | 235 | ||||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 99.466 | 11,01 | 5.250 | 17,43 | ||||
| 2026-05-13 | 13F | B&D White Capital Company, LLC | 326.700 | 27,03 | 17.243 | 34,36 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 930 | 4,38 | 50 | 8,89 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 18.107 | 14,17 | 956 | 20,73 | ||||
| 2026-05-14 | 13F | Alpha Advisors, LLC/VA | 113.836 | 0,58 | 6.008 | 6,39 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 17.677 | 933 | ||||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 1.140 | 64,74 | 60 | 76,47 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 191.458 | 319,63 | 10.105 | 343,98 | ||||
| 2026-04-28 | 13F | Powerhouse Assets LLC | 30.442 | 8,40 | 1.607 | 14,63 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 13.099 | 691 | ||||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 201.567 | 9,04 | 10.639 | 15,33 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 9.906 | 78,74 | 523 | 89,13 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 202.700 | 93,44 | 11 | 100,00 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 4.986 | 263 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 118.206 | 1,23 | 6.239 | 7,07 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 219.204 | 77,47 | 11.624 | 88,61 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 5.219 | 1,24 | 275 | 16,03 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 66.457 | 0,14 | 3.508 | 5,92 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 625 | 33 | ||||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 337.627 | 1,98 | 17.820 | 7,86 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 31.754 | 69,32 | 1.676 | 79,14 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 31.175.901 | 5,81 | 1.645.464 | 11,92 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 713.549 | 98,20 | 37.661 | 109,65 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 232 | 427,27 | 12 | 500,00 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 5.252 | 22,91 | 291 | 36,15 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 10.602 | 0,29 | 560 | 6,07 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 337.549 | 18 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 46.113 | 14,85 | 2.434 | 21,47 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 4.477 | 0,20 | 236 | 6,31 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 21.205 | 0,11 | 1.119 | 5,97 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 24.300 | 11,99 | 1.283 | 18,48 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 19.264 | 31,81 | 1 | |||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 15.641 | 0,03 | 834 | 6,92 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 28.374 | 25,01 | 1.498 | 32,24 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 10.452 | 0,04 | 552 | 5,76 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 67.643 | 2,00 | 3.570 | 7,89 | ||||
| 2026-05-07 | 13F | Mason Street Advisors, Llc | 403.315 | 2,53 | 21.287 | 8,45 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 87.418 | 0,00 | 4.614 | 5,75 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 16.455.753 | 6,34 | 868.535 | 12,48 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 1.472.743 | 3,26 | 77.731 | 8,78 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 76.467 | 134,46 | 3.816 | 153,66 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 4.187.745 | 10,76 | 221.029 | 17,15 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1.079.191 | 11,60 | 56.960 | 118.564,58 | ||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 12.627 | 666 | ||||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 401 | 21 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 153.383 | 1,37 | 8.096 | 7,22 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 3.885 | 205 | ||||||
| 2026-04-07 | 13F | Trinity Financial Advisors LLC | 662.168 | 0,08 | 34.949 | 5,85 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 22.031 | 2,06 | 1.163 | 7,89 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 35.020 | 0,43 | 1.848 | 6,21 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 28.233 | 399,26 | 1.490 | 428,37 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 119.763 | 6,91 | 6.321 | 9,47 | ||||
| 2026-05-13 | 13F | Hudock, Inc. | 663.381 | 33,52 | 35.013 | 41,23 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 600 | 0 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 189.215 | 1,90 | 9.987 | 7,77 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 560 | 7,69 | 30 | 16,00 | ||||
| 2026-04-23 | 13F | American National Bank | 175 | 9 | ||||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 98.542 | 5.201 | ||||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 123.781 | 20,74 | 6.533 | 27,72 | ||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 26.420 | 5,05 | 1.394 | 11,08 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 585.672 | 6,09 | 30.086 | 9,21 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 22.794 | 12,71 | 1.203 | 19,23 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 24.323 | 51,41 | 1.284 | 60,17 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 4.623 | 14,09 | 244 | 20,30 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 2.313 | 122 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 8.529 | 96,34 | 450 | 108,33 | ||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 287.126 | 0,67 | 15.809 | 9,72 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 17.936 | 967 | ||||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 227.168 | 35,08 | 11.990 | 42,86 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 8.251 | 4,95 | 435 | 10,97 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 117.507 | 1,11 | 6.202 | 6,95 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1.002 | 100,40 | 53 | 116,67 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 27.731 | 1,08 | 1.464 | 6,94 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 4.933 | 3,14 | 260 | 9,24 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 16.713 | 0,54 | 882 | 6,39 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1.992 | 61,95 | 105 | 72,13 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 2.897 | 22,60 | 153 | 29,91 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 297.465 | 15.700 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 12.406 | 7,75 | 619 | 16,57 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 8.264 | 412 | ||||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 1.600 | 84 | ||||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 491 | 26 | ||||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 200 | 11 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 193.406 | 5,25 | 10.208 | 11,32 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 105.793 | 1,60 | 5.584 | 2,82 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 4.160 | 220 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 22.261.639 | 3,43 | 1.174.969 | 9,40 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 362 | 19 | ||||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 22.923 | 2,15 | 1.210 | 8,04 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 21.990 | 1.161 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 28.213 | 2,87 | 1.536 | 7,41 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 5.289 | 279 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 165 | 15,38 | 9 | 14,29 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 1.402.336 | 1,12 | 74.015 | 6,96 | ||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 8 | 0 | ||||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 10.908 | 13,96 | 576 | 20,55 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 17.687 | 0,04 | 934 | 5,78 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 706 | 0,14 | 37 | 5,71 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 5.464 | 14,12 | 288 | 21,01 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 7.686 | 406 | ||||||
| 2026-05-12 | 13F | M Holdings Securities, Inc. | 595.886 | 20,65 | 31 | 29,17 | ||||
| 2026-05-15 | 13F | Kinloch Capital, LLC | 4.138 | 218 | ||||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 87.099 | 33,89 | 4.656 | 43,44 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 7.629 | 7,03 | 403 | 13,24 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 4.083 | 216 | ||||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 54.742 | 26,40 | 2.889 | 33,69 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 232.118 | 2,28 | 11.583 | 10,66 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 364.193 | 5,93 | 18.173 | 121.053,33 | ||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 4.135 | 218 | ||||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 5.710 | 2,20 | 301 | 8,27 | ||||
| 2026-04-28 | 13F | Oceanside Advisors LLC | 168.339 | 0,14 | 8.885 | 5,91 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 20.903 | 40,44 | 1.103 | 48,65 | ||||
| 2026-05-12 | 13F | E6 Portfolios, LLC | 20.354 | 14,61 | 1.074 | 21,22 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 9.745 | 1,69 | 514 | 7,53 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 4.025.407 | 64,81 | 212.461 | 74,32 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 8.593 | 29,73 | 454 | 36,45 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 42.807 | 9,90 | 2.259 | 16,26 | ||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 69.473 | 2,71 | 3.667 | 8,62 | ||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 8.302 | 438 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 46.227 | 2,35 | 2.440 | 8,26 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2.647.604 | 48,41 | 135.666 | 52,40 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 7.608 | 402 | ||||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 10.292 | 0,19 | 543 | 6,05 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 85.567 | 39,38 | 4.721 | 50,78 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 15.204 | 15,49 | 802 | 22,26 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 6.418 | 0,20 | 356 | 1,72 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 11.441 | 604 | ||||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 374.794 | 6,55 | 19.778 | 9,01 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 1.625 | 0,18 | 86 | 6,25 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 139.250 | 0,71 | 7.350 | 6,52 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 43.957 | 13,45 | 2.320 | 20,02 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 17.489 | 1,24 | 923 | 7,20 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 206.016 | 3,72 | 10.873 | 9,71 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 74.105 | 7,72 | 3.911 | 13,96 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 14.037 | 2,18 | 741 | 8,03 | ||||
| 2026-04-21 | 13F | Aurdan Capital Management, LLC | 233.625 | 12.331 | ||||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 101.250 | 43,12 | 5.344 | 51,36 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 12.857 | 2,41 | 679 | 8,31 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 138.154 | 8,18 | 7.292 | 14,42 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 7.151 | 70,14 | 377 | 80,38 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 28.282 | 4,79 | 1.493 | 10,85 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 382.407 | 0,76 | 20.183 | 6,57 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 2.404 | 2.328,28 | 127 | 3.050,00 | ||||
| 2026-05-14 | 13F | Clg Llc | 68.603 | 3,47 | 3.621 | 9,43 | ||||
| 2026-04-29 | 13F | AG Asset Advisory, LLC | 78.697 | 10,36 | 4.154 | 16,72 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 4.481 | 237 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1.217 | 1,42 | 64 | 8,47 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 12.315 | 0,09 | 650 | 5,87 | ||||
| 2026-05-13 | 13F | Heron Bay Capital Management | 4.189 | 221 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 3.212.707 | 4,39 | 169.567 | 10,42 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 123.032 | 24,25 | 6.834 | 36,63 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 142.969 | 15.803,11 | 7.546 | 17.047,73 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 41.575 | 2.194 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 455 | 0,22 | 24 | 9,09 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 75.232 | 20,26 | 3.971 | 27,20 | ||||
| 2026-04-27 | 13F | Level Wealth Management LLC | 4.274 | 226 | ||||||
| 2026-04-30 | 13F | Team Hewins, LLC | 1.761.273 | 0,10 | 92.960 | 5,88 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 110.591 | 1,99 | 5.837 | 7,87 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 155.832 | 7.776 | ||||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 4.375 | 231 | ||||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 1.084.979 | 19,31 | 57.265 | 26,20 | ||||
| 2026-04-14 | 13F | Cornerstone National Bank & Trust Co | 10.505 | 560 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 197.532 | 72,29 | 10.426 | 82,22 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 4.471 | 5,15 | 236 | 10,85 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 4.489 | 237 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4.020.264 | 24,21 | 214.400 | 32,75 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 483.191 | 0,71 | 25.503 | 6,52 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 4.726 | 448 | 44.600,00 | |||||
| 2026-04-21 | 13F | Red Tortoise LLC | 45.376 | 0,16 | 2.395 | 5,93 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 6.692 | 353 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.007.846 | 46,74 | 53.194 | 55,21 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 243.563 | 6,40 | 12.855 | 12,55 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 45.326 | 154,55 | 2.392 | 169,37 | ||||
| 2026-04-28 | 13F | Family CFO Inc | 64.609 | 0,54 | 3.410 | 6,36 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 14.325 | 83,91 | 756 | 94,59 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 149.258 | 7,32 | 7.963 | 13,74 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 33.186 | 1.752 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 289.327 | 3,77 | 15.271 | 9,76 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 1.007 | 53 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 7.226.755 | 18,49 | 381.428 | 25,33 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 10.690 | 0,36 | 564 | 6,21 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 251.561 | 25,51 | 13.277 | 32,76 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 10.835 | 17,78 | 572 | 24,40 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 1.403.292 | 9,18 | 74.066 | 15,49 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 15.492 | 24,92 | 818 | 32,20 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 5.442.896 | 13,81 | 286.936 | 20,22 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 7.459 | 394 | ||||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 4.882 | 244 | ||||||
| 2026-05-04 | 13F | Mattern Capital Management, Llc | 15.309 | 48,85 | 808 | 57,50 | ||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 11.736 | 431 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 486.448 | 18,79 | 25.675 | 25,65 | ||||
| 2026-05-05 | 13F | Mraz, Amerine & Associates, Inc. | 269.865 | 0,99 | 14.243 | 6,82 | ||||
| 2026-04-29 | 13F | Tilson Financial Group, Inc. | 101.443 | 2,55 | 5.354 | 8,47 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 20.886 | 1.955,71 | 1.102 | 2.104,00 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 443.679 | 21,73 | 23.417 | 28,76 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 4.833 | 255 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 11.235 | 27,80 | 561 | 38,27 | ||||
| 2026-05-11 | 13F | Financial Symmetry Inc | 9.741 | 4,33 | 537 | 15,27 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 7.805 | 8,45 | 412 | 14,48 | ||||
| 2026-04-28 | 13F | Schubert & Co | 69.211 | 8,42 | 3.653 | 14,66 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 98.046 | 0,73 | 5.175 | 6,55 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 14.571 | 769 | ||||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 198.062 | 25,59 | 10.454 | 32,84 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 6.774 | 83,63 | 338 | 168,25 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 199.793 | 5,40 | 10.545 | 11,49 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 43.670 | 28,33 | 2.305 | 35,69 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 7.943 | 419 | ||||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 40.981 | 3,51 | 2.163 | 9,52 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 791.320 | 10,33 | 41.762 | 16,69 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 32.561 | 56,30 | 1.719 | 65,35 | ||||
| 2026-04-23 | 13F | Graver Capital Management, LLC | 103.135 | 3,48 | 5.443 | 9,45 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 17.472 | 70,79 | 922 | 80,78 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 2.146.371 | 65,11 | 113.285 | 74,63 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 24.557 | 10,14 | 1.296 | 16,55 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 17.434 | 22,44 | 920 | 29,58 | ||||
| 2026-04-29 | 13F | Odyssey Capital Advisors, Inc. | 27.777 | 77,75 | 1.466 | 88,19 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 9.942 | 525 | ||||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 11.350 | 599 | ||||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 632.114 | 33,39 | 33.363 | 41,08 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 8.739 | 461 | ||||||
| 2026-05-14 | 13F | Zacks Investment Management | 38.669 | 26,04 | 2.041 | 33,33 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 402.729 | 25,85 | 21.256 | 33,12 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 552.214 | 31,67 | 29 | 45,00 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 3.791 | 200 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 20.984 | 0,66 | 1.108 | 6,44 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 9.171 | 484 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 53.371 | 1,44 | 2.817 | 7,28 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 2.188 | 0,18 | 115 | 6,48 | ||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 210.747 | 0,74 | 11.123 | 6,55 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 9.723 | 18,52 | 513 | 25,43 | ||||
| 2026-04-29 | 13F | SwitchPoint Financial Planning, LLC | 54.369 | 1,10 | 2.870 | 6,93 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 30.008 | 1.584 | ||||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 5.251 | 16,46 | 277 | 23,66 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 4.749.743 | 25,56 | 250.691 | 32,80 | ||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 4.375 | 0,21 | 231 | 5,99 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 64.090 | 3,41 | 3.383 | 9,38 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 551 | 29 | ||||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 185.042 | 0,50 | 9.767 | 6,29 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 5.000 | 264 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 532.513 | 1,06 | 28.106 | 6,90 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 175.296 | 3,79 | 9.252 | 9,79 | ||||
| 2026-05-07 | 13F | Beta Wealth Group, Inc. | 9.657 | 27,05 | 510 | 34,30 | ||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 12.133 | 21,73 | 640 | 28,77 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 72.059 | 11,80 | 3.803 | 18,25 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 474 | 0,21 | 26 | 0,00 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 124.116 | 749,59 | 6.551 | 799,73 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 15.076 | 752 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 1.787 | 0,06 | 94 | 5,62 | ||||
| 2026-05-15 | 13F | Fmr Llc | 91.474 | 18,08 | 4.828 | 24,89 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 21.835 | 0,18 | 1.152 | 5,98 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 8.262 | 0,85 | 436 | 6,86 | ||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 1.010 | 53 | ||||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 4.499 | 0,20 | 237 | 5,80 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 120.493 | 5,33 | 6.359 | 11,39 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 605 | 51,25 | 30 | 66,67 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 2.239 | 91,37 | 118 | 103,45 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 20.950 | 0,18 | 1.106 | 5,94 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 1.792 | 95 | ||||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 6.274 | 45,57 | 331 | 45,18 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 1.259.446 | 0,84 | 66.474 | 6,66 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 119.689 | 5,70 | 6.317 | 11,81 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 1.795 | 0 | ||||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 42.484 | 30,17 | 2.242 | 37,71 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3.398.047 | 34,01 | 179.349 | 41,75 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 364.862 | 1,76 | 19 | 11,76 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 3.664.235 | 2,61 | 201.973 | 13,34 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 1.010.586 | 52,20 | 53.339 | 60,99 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 33.180 | 1.751 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.463.439 | 8,02 | 77.240 | 14,26 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 10.990 | 23,01 | 580 | 30,34 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 50.044 | 1,83 | 2.641 | 7,71 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1.469 | 78 | ||||||
| 2026-05-08 | 13F | Allen Wealth Management, Llc | 291.996 | 12,43 | 15.412 | 18,91 | ||||
| 2026-05-21 | 13F | BankChampaign, National Association | 2.451 | 600,29 | 129 | -0,77 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 6.488 | 10,66 | 342 | 17,12 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 12.989 | 18,07 | 686 | 25,00 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 67.934 | 650,32 | 3.585 | 694,90 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 52.172 | 2.754 | ||||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 19.495 | 5,09 | 1.029 | 11,14 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 2.657 | 11,64 | 140 | 18,64 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 25.648 | 9,41 | 1.354 | 15,74 | ||||
| 2026-05-14 | 13F | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 532 | 54,20 | 28 | 64,71 | ||||
| 2026-04-29 | 13F | Arbor Trust Wealth Advisors, Llc | 4.126 | 218 | ||||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 142.932 | 1,11 | 7.544 | 6,95 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 3.917 | 207 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 8.433 | 22,70 | 445 | 30,12 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 12.900 | 681 | ||||||
| 2026-05-06 | 13F | Heritage Wealth Management, Inc./Texas | 30.743 | 0,29 | 1.623 | 6,08 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 564.454 | 63,45 | 29.792 | 72,88 | ||||
| 2026-05-29 | 13F | Mullaney, Keating & Wright, Inc. | 17.328 | 0,12 | 915 | 5,91 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 1.733 | 0 | ||||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 1.916 | 3,46 | 101 | 18,82 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 408.490 | 8,65 | 21.560 | 14,92 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 104.631 | 17,24 | 6 | 25,00 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 46.551 | 86,55 | 2.457 | 97,27 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 165 | 9 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 1.215 | 64 | ||||||
| 2026-05-12 | 13F | Causey Wealth LLC | 135.396 | 7,93 | 7.146 | 14,15 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 85.050 | 2,90 | 4.489 | 8,83 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 8.735 | 0,07 | 461 | 5,98 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 25.097 | 0,16 | 1.325 | 5,92 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 16.824 | 1,29 | 888 | 7,13 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 175 | 9 | ||||||
| 2026-05-15 | 13F | Family Management Corp | 62.118 | 3.279 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 120.530 | 4,68 | 6.362 | 10,72 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 4.441 | 10,56 | 234 | 17,00 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 28.920 | 79,90 | 1.526 | 90,27 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 44.758 | 7,40 | 2.362 | 13,61 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 5.818 | 68,64 | 307 | 78,49 | ||||
| 2026-04-22 | 13F | BWM Planning, LLC | 41.109 | 0,32 | 2.170 | 6,12 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 203.030 | 1,23 | 10.716 | 7,08 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 288.772 | 4,95 | 15.241 | 11,01 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 154.937 | 7,43 | 8.178 | 13,63 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 6.963 | 0,53 | 368 | 15,05 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 104.606 | 79,89 | 5.521 | 90,31 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 1.254 | 71,55 | 66 | 83,33 | ||||
| 2026-04-24 | 13F | ProCore Advisors, LLC | 27.253 | 7,67 | 1.438 | 13,86 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 80.163 | 14,15 | 4.231 | 20,72 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 98.346 | 14,70 | 5.191 | 21,32 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 12.177 | 2,44 | 643 | 8,26 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 26.318 | 3,78 | 1.389 | 9,80 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 67.231 | 3.548 | ||||||
| 2026-04-28 | 13F | Quent Capital, LLC | 596.056 | 5,17 | 31.460 | 11,24 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 4.980 | 95,83 | 263 | 107,94 | ||||
| 2026-05-04 | 13F | Stage Harbor Financial, Llc | 19.773 | 49,31 | 1.044 | 58,03 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 101.568 | 42,69 | 5.361 | 50,94 | ||||
| 2026-05-14 | 13F | Broadhurst Jeffrey B | 50.222 | 0,01 | 2.651 | 5,79 | ||||
| 2026-04-20 | 13F | City State Bank | 83.370 | 8,64 | 4.400 | 14,91 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 3.970 | 210 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 15.888 | 4,56 | 839 | 10,55 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 49.128 | 4,04 | 2.593 | 10,02 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 3.327 | 0,21 | 176 | 6,06 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 145 | 8 | ||||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 78.123 | 7,50 | 4.123 | 13,71 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 441.858 | 12,53 | 23.321 | 19,03 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.333.518 | 5,76 | 123.163 | 11,87 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 167 | 9 | ||||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 1.293 | 68 | ||||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 27.910 | 0,02 | 1.473 | 5,82 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 118.599 | 6,30 | 6.260 | 12,43 | ||||
| 2026-04-06 | 13F | CX Institutional | 1.448 | 0,21 | 0 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 62.617 | 15,85 | 3 | 50,00 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 18.087 | 4,58 | 1 | |||||
| 2026-05-07 | 13F | Flavin Financial Services, Inc. | 6.553 | 4,03 | 346 | 9,87 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 916 | 48 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 8.757.746 | 1,96 | 462.234 | 7,84 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 38.203 | 4,27 | 2.016 | 10,28 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 4.960 | 262 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 6.736 | 0,03 | 356 | 5,65 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.054 | 56 | ||||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 152.623 | 39,13 | 8.055 | 47,15 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 38 | 2 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 8.556 | 452 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 92.758 | 1.440,57 | 4.896 | 1.531,67 | ||||
| 2026-05-07 | 13F | Lakeshore Financial Planning, Inc. | 66.822 | 0,43 | 3.527 | 6,23 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 11.138 | 0,01 | 588 | 5,77 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 19.740 | 0,02 | 1.042 | 5,79 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 3.937 | 208 | ||||||
| 2026-04-22 | 13F | First Financial Group Corp | 10.110 | 2,54 | 534 | 8,33 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 76.368 | 12,83 | 4.031 | 29,13 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 90.995 | 3,70 | 4.803 | 9,68 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 42.444 | 22,16 | 2.240 | 29,26 | ||||
| 2026-05-01 | 13F | Platt Wealth Management LLC | 88.920 | 13,77 | 5 | 33,33 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 756.132 | 26,71 | 37.731 | 26,71 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 78.964 | 16,36 | 4.168 | 23,07 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 3.423 | 0,09 | 181 | 5,88 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 364.874 | 2,12 | 19.258 | 8,02 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 145 | 8 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 81.806 | 4.318 | ||||||
| 2026-05-12 | 13F | Aspiriant, Llc | 205.792 | 0,28 | 10.862 | 6,06 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 118.843 | 24,08 | 6.273 | 31,24 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 44.203 | 1.227,82 | 2.333 | 1.305,42 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1.045 | 55 | ||||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 3.820 | 209 | ||||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 5.640 | 0,16 | 298 | 6,07 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 8.272 | 50,92 | 437 | 59,71 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 3.800 | 201 | ||||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 77.113 | 0,19 | 4.070 | 5,99 | ||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 46.646 | 2.328 | ||||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 35.054 | 1,32 | 1.850 | 7,18 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 111.433 | 3,28 | 5.881 | 9,25 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 77.200 | 2,32 | 4.075 | 8,24 | ||||
| 2026-05-07 | 13F | Grant Street Asset Management, Inc. | 6.332 | 0,19 | 334 | 6,03 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 45.626 | 0,69 | 2.408 | 6,50 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 12.624 | 106,48 | 666 | 118,36 | ||||
| 2026-04-29 | 13F | Frankly Finances, LLC | 105.851 | 0,16 | 5.587 | 5,94 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 106.938 | 0,50 | 5.644 | 6,31 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 3.534 | 35.240,00 | 187 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 13.823.466 | 12,57 | 689.791 | 21,79 | ||||
| 2026-04-30 | 13F | Summit Portfolio Management, LTD. | 16.959 | 895 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 289.269 | 292,34 | 15.268 | 314,98 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 607.270 | 4,00 | 32.052 | 10,00 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 54.218 | 2,26 | 2.862 | 8,17 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 52.880 | 9,09 | 2.791 | 15,43 | ||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 84 | 31,25 | 4 | 33,33 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 42.500 | 0,02 | 2.351 | 5,57 | ||||
| 2026-04-16 | 13F | Redstone Wealth Management, Llc | 63.787 | 3.367 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 872.659 | 5,74 | 46.059 | 11,84 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 1.328.121 | 4,36 | 70.098 | 10,38 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 6.055.401 | 4,86 | 319.558 | 10,90 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 4.208 | 222 | ||||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 20.582 | 4,93 | 1.086 | 11,04 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 18.469 | 5,52 | 975 | 11,57 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.864.900 | 11,39 | 98.429 | 17,82 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 193.907 | 88,85 | 10.235 | 99,77 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 14.500 | 765 | ||||||
| 2026-04-09 | 13F | Sculati Wealth Management, LLC | 142.467 | 0,88 | 7.519 | 6,70 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 447.138 | 7,09 | 23.600 | 13,27 |
