Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Dimensional ETF Trust - Dimensional U.S. Equity Market ETF eröffnet haben, gehören Owl Creek Wealth Partners LLC, FCG Investment Co, SB Capital Management Inc, Diversify Wealth Management, Llc, GK Wealth Management LLC, Platform Wealth Management, LLC, Everest Financial Group LLC, V2 Financial group LLC, Navigate Wealth Management, LLC, Tiaa-cref Individual & Institutional Services, Llc, E-Wealth Partners, LLC, Archford Capital Strategies, LLC, LifeSteps Financial, Inc., Avail Investment Partners, LLC, Innovative Asset Advisors Group, LLC, WPWealth LLP, XTX Topco Ltd, Facet Wealth, Inc., Natixis Advisors, L.p., und Stephens Inc /ar/ .
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. | 269.699 | 3,31 | 19.124 | -1,22 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 23.182 | 0,07 | 1.644 | -4,37 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 7.392 | 1 | ||||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 827.028 | 5,75 | 58.645 | 1,09 | ||||
| 2026-05-01 | 13F | Warburton Capital Management, LLC | 221.320 | 90,62 | 16 | 100,00 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 2.180.551 | 78,11 | 168.796 | 85,89 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 173.415 | 7,14 | 12.297 | 2,43 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 16.787 | 9,93 | 1.190 | 5,12 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 40.540 | 3.113 | ||||||
| 2026-05-14 | 13F | Tableaux Llc | 4.309 | 306 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 296.747 | 8,40 | 21 | 5,00 | ||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 13.427 | 5,00 | 952 | 0,42 | ||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 107.283 | 0,66 | 7.607 | -3,76 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 2.994.330 | 10,42 | 212.326 | 5,56 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1.865.705 | 21,34 | 128.528 | 11,85 | ||||
| 2026-04-15 | 13F | marrick wealth, LLC | 11.339 | 101,01 | 804 | 92,34 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 524.268 | 3,38 | 37.176 | -1,17 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 5.344 | 0,07 | 416 | 4,80 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 113.071 | 6,56 | 8.080 | 2,68 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 89.394 | 0,16 | 6.339 | -4,25 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 27.808 | 3,60 | 1.972 | -0,95 | ||||
| 2026-04-08 | 13F | Wealth Advisors Northwest LLC | 5.502 | 0,24 | 390 | -4,18 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 16.334 | 0,46 | 1.158 | -3,90 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 40.001 | 9,27 | 2.836 | 3,09 | ||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 80.285 | 12,26 | 5.693 | 7,33 | ||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 8.030 | 62,03 | 569 | 55,04 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 42.388 | 0,03 | 3.006 | -4,36 | ||||
| 2026-05-11 | 13F | Brogan Financial, Inc. | 9.572 | 0,24 | 679 | -4,24 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 12.651 | 22,10 | 897 | 16,80 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 319.697 | 6,05 | 22.670 | 1,39 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 59.744 | 12,94 | 4.236 | 7,98 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 6.977 | 495 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 13.628 | 36,88 | 974 | 31,84 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 4.024 | 0,02 | 298 | 2,41 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 17.881 | 0,83 | 1.268 | -3,65 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 55.048 | 1,27 | 3.903 | -3,18 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 126.220 | 23,79 | 8.950 | 18,35 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 7.031 | 0,24 | 499 | -4,23 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 123.361 | 3,41 | 8.748 | -1,03 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 23.814 | 11,02 | 1.689 | 6,16 | ||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 75.653 | 53,99 | 5.365 | 47,24 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 4.522 | 321 | ||||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 48.690 | 0,00 | 3.453 | -4,40 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 6.747 | 2,15 | 478 | -2,25 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 175.413 | 0,15 | 12.439 | -4,25 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 6.238 | 3,06 | 442 | -1,34 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 4.511 | 320 | ||||||
| 2026-04-15 | 13F | Avondale Wealth Management | 9.936 | 1,38 | 705 | -3,03 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 2.088 | 101,74 | 148 | 94,74 | ||||
| 2026-04-21 | 13F | Yardley Wealth Management LLC | 115.418 | 5,72 | 8.184 | 1,07 | ||||
| 2026-05-11 | 13F | Ponta Wealth Partners, LLC | 44.957 | 27,81 | 3.188 | 22,20 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 3.002 | 223 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 230.266 | 8,27 | 16.328 | 3,51 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 24.587 | 2,25 | 1.743 | 0,11 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 300.466 | 5,15 | 21.306 | 0,53 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 225.132 | 0,41 | 15.964 | -4,00 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 3.924 | 0,26 | 278 | -4,14 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 27.871 | 2,28 | 1.976 | -2,23 | ||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 14.415 | 0,24 | 1.022 | -4,13 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 60.919 | 6,88 | 4.320 | 2,18 | ||||
| 2026-04-09 | 13F | Meritas Wealth Management, LLC | 308.458 | 9,05 | 21.873 | 4,26 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 358.227 | 25 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 104.052 | 2,77 | 7.378 | -1,74 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 10.410 | 1 | ||||||
| 2026-05-04 | 13F | V2 Financial group LLC | 46.168 | 3.274 | ||||||
| 2026-04-14 | 13F | OLIO Financial Planning | 882.588 | 3,08 | 62.584 | -1,45 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 4.324 | 8,75 | 307 | 4,08 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.395.299 | 6,28 | 98.941 | 1,60 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 467.866 | 33.176 | ||||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 725 | 11,37 | 51 | 6,25 | ||||
| 2026-04-13 | 13F | Cypress Point Wealth Management, LLC | 274.221 | 24,73 | 19.445 | 19,26 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 1.133 | 80 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 143.447 | 4,69 | 10.172 | 0,08 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 643.129 | 3,62 | 45.604 | -0,93 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 933.545 | 0,55 | 66.198 | -4,59 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 21.121 | 19,43 | 1.498 | 14,19 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 27.010 | 158,10 | 1.915 | 146,78 | ||||
| 2026-05-15 | 13F | Envision Financial Planning, LLC | 153.828 | 0,88 | 10.908 | -3,56 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 813.517 | 1,36 | 56.043 | -5,86 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 47.973 | 1,64 | 3.402 | 113.266,67 | ||||
| 2026-04-07 | 13F | Trinity Financial Advisors LLC | 302.816 | 13,20 | 21.473 | 8,23 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 149.022 | 0,08 | 11.695 | 5,89 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 196.639 | 5,77 | 13.944 | 1,12 | ||||
| 2026-04-27 | 13F | Mustard Seed Financial, LLC | 14.447 | 7,97 | 1.024 | 3,23 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 31.256 | 0,01 | 2.216 | -4,36 | ||||
| 2026-04-21 | 13F | SpringVest Wealth Management LLC | 16.542 | 32,14 | 1.173 | 26,29 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 5.457 | 15,93 | 387 | 10,60 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 788.008 | 3,51 | 55.878 | -1,04 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 16.482 | 209,23 | 1.169 | 195,70 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 9.608 | 681 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 5.886 | 417 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 6.000 | 425 | ||||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 380.180 | 231,30 | 28.198 | 239,23 | ||||
| 2026-04-24 | 13F | Bayshore Asset Management, Llc | 116.371 | 5,97 | 8.252 | 1,30 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 23.569 | 6,04 | 1.671 | 1,40 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 26.789 | 0,38 | 1.900 | -4,04 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 16.525 | 0,82 | 1.173 | -3,46 | ||||
| 2026-04-28 | 13F | Planning Center, Inc. | 3.203 | 0,25 | 227 | -3,81 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 3.352 | 0,03 | 238 | -4,44 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 9.483 | 0,15 | 672 | -4,27 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 454.165 | 3,62 | 32.205 | -0,93 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 271.982 | 3,08 | 19.286 | -1,45 | ||||
| 2026-04-17 | 13F | Tencap Wealth Coaching, LLC | 842.182 | 3,73 | 59.778 | -0,83 | ||||
| 2026-05-06 | 13F | SP Asset Management LLC | 13.152 | 0,24 | 933 | -4,21 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 20.980 | 1.488 | ||||||
| 2026-05-12 | 13F | Sfmg, Llc | 10.088 | 0,02 | 715 | -4,41 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 76.933 | 5.957 | ||||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 117.174 | 15,03 | 8.309 | 9,97 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 5.909 | 0,66 | 419 | -3,68 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 33.386 | 67,78 | 2.367 | 60,47 | ||||
| 2026-04-15 | 13F | Gradient Capital Advisors, LLC | 5.364 | 5,14 | 380 | 0,53 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 12.085 | 19,05 | 857 | 13,83 | ||||
| 2026-04-09 | 13F | FCG Investment Co | 154.636 | 10.965 | ||||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 4.306 | 0,05 | 305 | -4,39 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 2.450 | 174 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 3.394.161 | 20,12 | 240.680 | 14,84 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 3.251 | 6,10 | 231 | 1,32 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 672.942 | 5,74 | 47.718 | 1,09 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 2.661 | 189 | ||||||
| 2026-05-12 | 13F | Professional Financial Solutions Llc /adv | 198.869 | 3,80 | 14.102 | -0,76 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 8.087 | 0,07 | 573 | -4,34 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 68.985 | 165,99 | 4.892 | 154,34 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 123.909 | 1,57 | 8.786 | -2,90 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 1.105.861 | 1,74 | 85.782 | 4,93 | ||||
| 2026-05-12 | 13F | Prism Planning Partners LLC | 13.997 | 0,01 | 993 | -4,43 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 9.616 | 6,02 | 682 | 1,34 | ||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 4.216 | 0,24 | 299 | -4,18 | ||||
| 2026-05-11 | 13F | WPWealth LLP | 12.812 | 908 | ||||||
| 2026-05-15 | 13F | Principal Street Partners, LLC | 13.130 | 0,24 | 931 | -4,12 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 13.925 | 35,50 | 987 | 29,53 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 53.612 | 0,01 | 3.802 | -4,40 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 3.198 | 227 | ||||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 1.874 | 133 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 50.004 | 4,26 | 3.546 | -0,34 | ||||
| 2026-05-19 | 13F | Winnow Wealth Llc | 3.407 | 890,41 | 242 | 864,00 | ||||
| 2026-04-22 | 13F | LifeSteps Financial, Inc. | 16.282 | 1.155 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 4.633 | 0,22 | 329 | -4,09 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 46.954 | 3.329 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.308.830 | 2,78 | 97.076 | 105.416,30 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 34.152 | 0,14 | 2.422 | -4,27 | ||||
| 2026-04-13 | 13F | Cogent Private Wealth, Inc. | 12.898 | 1,71 | 915 | -2,77 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 13.098 | 929 | ||||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 63.761 | 0,03 | 4.521 | -4,36 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 233.207 | 12,85 | 16.537 | 6,42 | ||||
| 2026-05-12 | 13F | E6 Portfolios, LLC | 3.312 | 9,45 | 235 | 4,46 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 252.541 | 93,95 | 17.908 | 85,43 | ||||
| 2026-04-14 | 13F | Vestia Personal Wealth Advisors | 65.777 | 0,03 | 4.664 | -5,24 | ||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 182.494 | 6,14 | 14.286 | 9,86 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 7.791 | 0,97 | 552 | -3,50 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 31.888 | 20,58 | 2.261 | 15,30 | ||||
| 2026-01-27 | 13F | Grunden Financial Advisory, Inc. | 104.887 | 30,53 | 7.779 | 33,64 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 102.477 | 2,29 | 7.267 | -2,21 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 85.046 | 20,40 | 5.859 | 11,82 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 97.251 | 7,09 | 6.896 | 2,39 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 189.595 | 5,11 | 13.118 | -1,94 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 4.835 | 0,25 | 343 | -4,20 | ||||
| 2026-04-17 | 13F | Great Waters Wealth Management | 2.817.903 | 4,93 | 199.818 | 0,32 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 1.118 | 79 | ||||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 99.462 | 317,21 | 7.053 | 298,87 | ||||
| 2026-05-01 | 13F | Pacific Asset Management, LLC | 5.000 | 0,14 | 355 | -4,32 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 361.057 | 0,29 | 25.603 | -4,11 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 561.269 | 3,53 | 39.800 | -1,02 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 1.315 | 0,23 | 93 | -4,12 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 1.153 | 0,26 | 82 | -4,71 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 8.820 | 2,69 | 625 | -1,88 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 212.156 | 5,22 | 15.044 | 0,60 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 341 | 24 | ||||||
| 2026-05-14 | 13F | Babb Wealth Advisors LLC | 303.546 | 3,98 | 21.524 | -0,59 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 36.112 | 65,42 | 2.561 | 58,12 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 5.221 | 370 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 8.301 | 0,10 | 589 | -4,39 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 36.209 | 24.365,54 | 2.568 | -4,43 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 3.830 | 272 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 9.200 | 2,26 | 652 | -2,25 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 153.893 | 0,20 | 10.913 | -4,21 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 690.457 | 90,01 | 48.961 | 81,67 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 6.719 | 3,35 | 476 | -1,24 | ||||
| 2026-04-29 | 13F | AG Asset Advisory, LLC | 458.308 | 1,31 | 32.499 | -3,14 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 3.422 | 245 | ||||||
| 2026-04-07 | 13F | Dwr Wealth Management, Llc | 75.323 | 97,60 | 5.189 | 82,16 | ||||
| 2026-05-14 | 13F | Clg Llc | 73.257 | 7,61 | 5.195 | 2,87 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 35.407 | 10,32 | 2.511 | 5,46 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 354.994 | 7.245,21 | 25.173 | 6.931,28 | ||||
| 2026-04-08 | 13F | Olistico Wealth, LLC | 3.460 | 0,35 | 245 | -3,92 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 25.813 | 0,88 | 1.830 | -3,53 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 66.073 | 2,79 | 4.685 | -1,72 | ||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 41.850 | 1,61 | 2.968 | -2,85 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 134.127 | 364,19 | 9.511 | 343,77 | ||||
| 2026-04-14 | 13F | Onyx Financial Advisors, LLC | 15.743 | 0,01 | 1.116 | -4,37 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 5.891 | 418 | ||||||
| 2026-04-13 | 13F | Gradient Investments LLC | 92.817 | 6,37 | 6.582 | 1,70 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 54.361 | 185,24 | 3.855 | 172,75 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 113.731 | 8.435 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 13.621 | 1.613 | 138,26 | |||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 5.864 | 0,24 | 416 | -4,16 | ||||
| 2026-04-10 | 13F | Cooke Wealth Management, LLC | 4.840 | 3,29 | 343 | -2,56 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 8.588 | 609 | ||||||
| 2026-05-12 | 13F | Smith Chas P & Associates Pa Cpas | 23.567 | 25,84 | 1.671 | 20,30 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 1.636 | 116 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 12.419 | 154,49 | 881 | 143,77 | ||||
| 2026-04-23 | 13F | Walleye Partners, LLC | 36.580 | 3,32 | 2.594 | -1,22 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 7.289 | 49,76 | 517 | 43,33 | ||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 246.019 | 2,34 | 17.445 | -2,16 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 765.857 | 12,48 | 54.728 | 8,37 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5.911 | 12,63 | 419 | 7,71 | ||||
| 2026-04-21 | 13F | Vigil Wealth Management, LLC | 14.855 | 0,72 | 1.053 | -3,66 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 230.904 | 23,12 | 16.373 | 17,71 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 3.083 | 229 | ||||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 1.157.780 | 2,01 | 82.098 | -2,48 | ||||
| 2026-04-15 | 13F | Rs Crum Inc. | 746.551 | 2,08 | 52.938 | -2,41 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 60.032 | 2,83 | 4.257 | -1,71 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 39.146 | 398,68 | 2.776 | 376,80 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 4.265 | 0,26 | 302 | -4,13 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 9.544 | 0,06 | 677 | -4,38 | ||||
| 2026-04-24 | 13F | Royal Harbor Partners, LLC | 358.725 | 21,76 | 25.437 | 16,42 | ||||
| 2026-04-15 | 13F | Elser Financial Planning, Inc | 931.031 | 2.077,04 | 66.040 | 1.982,59 | ||||
| 2026-04-01 | 13F | Signature Wealth Management Group | 11.444 | 56,90 | 812 | 50,19 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 6.922 | 26,64 | 491 | 20,99 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 723.325 | 13,52 | 51.291 | 8,53 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 147.005 | 54,94 | 10.424 | 48,13 | ||||
| 2026-05-08 | 13F | Dodds Wealth, LLC | 28.379 | 0,14 | 2.012 | -4,24 | ||||
| 2026-02-05 | 13F | Wealth Advisory Team LLC | 152.150 | 0,78 | 11.285 | 11,52 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 2.946 | 209 | ||||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 471.392 | 0,68 | 33.426 | -3,75 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 25.179 | 0,17 | 1.868 | 2,58 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 17.486 | 0,24 | 1.240 | -4,18 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 6.125.950 | 15,13 | 434.391 | 10,07 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 65.312 | 7,83 | 4.631 | 3,09 | ||||
| 2026-04-22 | 13F | Applied Capital LLC | 35.929 | 68,27 | 2.548 | 60,90 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 748.532 | 22,09 | 53.078 | 16,73 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 4.645 | 329 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 93.133 | 4,17 | 6.604 | -0,41 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 34.189 | 2.424 | ||||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 11.255 | 287,70 | 798 | 271,16 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 18.837 | 0,27 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 69.769 | 0,04 | 4.947 | -4,35 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 10.222 | 4,04 | 758 | 48,92 | ||||
| 2026-04-23 | 13F | Guardian Wealth Management, LLC | 497.280 | 4,06 | 35.262 | -0,51 | ||||
| 2026-04-23 | 13F | Graver Capital Management, LLC | 537.935 | 6,10 | 38.145 | 1,44 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 9.264 | 1,38 | 657 | -3,10 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 15.677 | 0,73 | 1.112 | -3,73 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 212.833 | 7,71 | 15.092 | 2,98 | ||||
| 2026-05-15 | 13F | Cladis Investment Advisory, LLC | 7.546 | 7,57 | 535 | 2,88 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 12.671 | 899 | ||||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 73.185 | 6,81 | 5.190 | 2,11 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 18.549 | 1.315 | ||||||
| 2026-05-11 | 13F | SageOak Financial, LLC | 5.424 | 10,81 | 385 | 5,79 | ||||
| 2026-04-15 | 13F | Fmb Wealth Management | 113.450 | 0,91 | 8.045 | -3,54 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 3.321.432 | 4,83 | 235.523 | 0,22 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 4.615 | 327 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 359.042 | 93,14 | 25.460 | 84,66 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 267.323 | 13,63 | 18.956 | 8,63 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 2.307 | 164 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 47.137 | 137,51 | 3.342 | 127,19 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 33.536 | 6,74 | 2.484 | 4,46 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 1.582 | 0,25 | 112 | -4,27 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 9.610 | 0,10 | 681 | -4,35 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 13.409 | 0,25 | 951 | -4,23 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 140.519 | 10,60 | 10.878 | 15,43 | ||||
| 2026-04-17 | 13F | Demming Financial Services Corp /adv | 6.872 | 0,25 | 487 | -4,13 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.570.121 | 1,04 | 111.337 | -3,40 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 6.111 | 0,25 | 433 | -4,20 | ||||
| 2026-04-15 | 13F | Andrews, Lucia Wealth Management Llc | 62.374 | 31,33 | 4.423 | 25,55 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 39.815 | 0,24 | 2.823 | -4,18 | ||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 2.325.624 | 0,77 | 164.910 | -3,66 | ||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 9.969 | 0,24 | 707 | -4,21 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.381.600 | 7,28 | 97.970 | 2,57 | ||||
| 2026-04-20 | 13F | Corundum Group, Inc. | 4.054 | 287 | ||||||
| 2026-04-07 | 13F | GK Wealth Management LLC | 75.323 | 5.189 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 50.970 | 0,23 | 3.614 | -4,16 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 38.849 | 12,78 | 2.755 | 7,83 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 8.479 | 9,90 | 601 | 5,07 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.690.838 | 38,22 | 119.897 | 32,15 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 809 | 0,25 | 64 | 3,28 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 23.018 | 10,32 | 1.632 | 5,49 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 67.387 | 0,66 | 4.778 | -3,77 | ||||
| 2026-05-15 | 13F | Fmr Llc | 88.165 | 4,92 | 6.252 | 0,30 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 14.328 | 0,11 | 1.016 | -4,34 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 42.722 | 54,00 | 3.029 | 47,25 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 13.136 | 0,34 | 931 | -4,12 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 3.724 | 264 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 31.765 | 10,52 | 2.252 | 5,68 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 32.508 | 45,97 | 2.306 | 39,61 | ||||
| 2026-04-22 | 13F | Yoder Wealth Management, Inc. | 30.150 | 0,07 | 2.138 | -4,34 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 12.148 | 861 | ||||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 2.967 | 0,24 | 210 | -4,11 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 24.118 | 0,00 | 1.710 | -4,36 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 3.821 | 0,26 | 271 | -4,26 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 28.012 | 2.078 | ||||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 7.108 | 105,79 | 504 | 96,88 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 171.549 | 1,11 | 12.165 | -3,33 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 1.404 | 0 | ||||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 45.487 | 0,29 | 3.225 | -4,10 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 6.474 | 83,71 | 459 | 75,86 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 5.454 | 2,89 | 387 | -1,78 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 99.833 | 9,69 | 7.079 | 4,87 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 1.691.253 | 14,03 | 119.927 | 9,02 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 634.502 | 6,88 | 44.993 | 2,18 | ||||
| 2026-04-28 | 13F | Northern Financial Advisors Inc | 3.929 | 279 | ||||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 8.157 | 0,23 | 578 | -4,15 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 2.336 | 0,26 | 166 | -4,07 | ||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 830 | 0,24 | 59 | -4,92 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 196.273 | 7,84 | 13.918 | 3,10 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 147.007 | 3,31 | 10.424 | -1,23 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 12.536 | 889 | ||||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 13.868 | 1,47 | 983 | -2,96 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 1.616 | 0,25 | 115 | -4,20 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 5.862 | 66,49 | 416 | 59,00 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 35.567 | 0,10 | 2.522 | -2,96 | ||||
| 2026-04-14 | 13F | Twin Cities Retirement Group LLC | 42.296 | 4,05 | 2.999 | -0,53 | ||||
| 2026-04-10 | 13F | Great Oak Capital Partners, Llc | 8.325 | 0,33 | 614 | -0,49 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 23.195 | 110,44 | 1.645 | 101,22 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 82.369 | 0,74 | 5.843 | -3,66 | ||||
| 2026-05-08 | 13F | Seneschal Advisors, LLC | 122.532 | 1,48 | 8.689 | -2,98 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 1.531.004 | 3,01 | 108.563 | -1,52 | ||||
| 2026-05-06 | 13F | Heritage Wealth Management, Inc./Texas | 894.614 | 1,30 | 63.438 | -3,15 | ||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 644.636 | 1,27 | 45.711 | -3,18 | ||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 3.422 | 0,23 | 243 | -4,35 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 8.043 | 1,11 | 570 | -3,23 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 3.520 | 224 | ||||||
| 2026-04-10 | 13F | BostonPremier Wealth LLC | 146.202 | 4,01 | 10.367 | -0,57 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 4.877 | 346 | ||||||
| 2026-04-06 | 13F | Gpwm Llc | 1.847 | 0,16 | 131 | -3,68 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 269.320 | 62,79 | 19.097 | 55,64 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 3.821 | 0,26 | 271 | -4,26 | ||||
| 2026-05-05 | 13F | Premier Financial Group | 378.298 | 1,16 | 27.176 | -2,55 | ||||
| 2026-04-14 | 13F | Builder Investment Group Inc /adv | 12.971 | 23,86 | 920 | 18,43 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 55.576 | 0,14 | 3.941 | -4,28 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 3.672 | 216,82 | 260 | 205,88 | ||||
| 2026-04-20 | 13F | Tanager Wealth Management LLP | 4.890 | 0,23 | 347 | -4,16 | ||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 345.114 | 2,99 | 24.472 | -1,54 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 443.136 | 1.128,41 | 31.423 | 1.074,65 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 16.533 | 1.172 | ||||||
| 2026-04-22 | 13F | Foundry Financial LLC | 673.205 | 44,17 | 47.737 | 37,83 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 2.533.557 | 4,78 | 179.654 | 0,18 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 201.018 | 8,81 | 14.254 | 4,04 | ||||
| 2026-05-14 | 13F | Broadhurst Jeffrey B | 226.009 | 3,64 | 16.026 | -0,92 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 4.563 | 10,65 | 324 | 5,90 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 10.421 | 0,12 | 739 | -4,40 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 132.085 | 13,99 | 9.366 | 8,98 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 7.959 | 1,82 | 564 | -2,59 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 5.809 | 0,17 | 412 | -2,14 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 28.069 | 0,08 | 1.990 | -4,33 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 4.343 | 0,23 | 308 | -4,36 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 688.729 | 2,29 | 48.838 | -2,21 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 5.469 | 388 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 192.349 | 1,50 | 14 | -7,14 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 4.573 | 324 | ||||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 464.245 | 449,34 | 32.920 | 425,19 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 12.355 | 0,24 | 876 | -4,16 | ||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 3.188 | 0,22 | 226 | -3,83 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 47.914 | 5,31 | 3.398 | 0,68 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 4.557 | 0,24 | 323 | -4,15 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 12.315 | 0,21 | 873 | -4,17 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 1.119 | 79 | ||||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 3.871 | 0,23 | 274 | -4,20 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 68.883 | 9,00 | 4.885 | 4,20 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3.662.750 | 1,69 | 259.726 | -2,78 | ||||
| 2026-05-11 | 13F | Westwood Wealth Management | 7.420 | 2,33 | 526 | -2,05 | ||||
| 2026-05-11 | 13F | Commerce Bank | 11.564 | 1,59 | 820 | -2,84 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 132.731 | 5,92 | 9 | 0,00 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 10.207 | 16,66 | 1 | |||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 15.471 | 0,05 | 1.097 | -4,28 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 24.491 | 0,24 | 1.737 | -4,19 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 88.096 | 2,36 | 6.247 | -2,15 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1.796 | 0,11 | 127 | -4,51 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 27.033 | 1,98 | 1.917 | -2,54 | ||||
| 2026-04-21 | 13F | Maseco Llp | 7.486.563 | 0,35 | 530.947 | -4,01 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 1.913 | 2,19 | 136 | -2,17 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 29.414 | 0,44 | 2.086 | -4,01 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 11.376 | 14,54 | 807 | 9,51 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 575.203 | 3,57 | 40.788 | -0,98 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 2.301 | 163 | ||||||
| 2026-04-15 | 13F | Ridgeline Wealth, LLC | 100.326 | 9,73 | 7.114 | 4,91 | ||||
| 2026-05-07 | 13F | Lakeshore Financial Planning, Inc. | 26.317 | 3,20 | 1.866 | -1,32 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 614.973 | 4,90 | 45.611 | 4,90 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 7.248 | 0,07 | 514 | -4,47 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 93.212 | 15,79 | 6.610 | 10,70 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 35.673 | 13,53 | 2.530 | 8,54 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 27.688 | 0,22 | 1.963 | -4,20 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 170.563 | 11,76 | 12.095 | 6,85 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 5.606 | 4,22 | 398 | -0,25 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 54.738 | 0,14 | 3.881 | -4,27 | ||||
| 2026-04-28 | 13F | Life Planning Partners, Inc | 33.693 | 2,94 | 2.389 | -1,57 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 6.536 | 43,30 | 464 | 36,98 | ||||
| 2026-05-13 | 13F | Monograph Wealth Advisors, Llc | 31.955 | 3,23 | 2.266 | -1,31 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 286.220 | 10,82 | 20.296 | 5,95 | ||||
| 2026-04-20 | 13F | Up Capital Management, Inc. | 3.817 | 0,24 | 271 | -4,26 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 11.568 | 0,21 | 820 | -4,21 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 226 | 17,10 | 16 | 14,29 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 40.872 | 0,02 | 2.898 | -4,36 | ||||
| 2026-02-10 | 13F | Platform Wealth Management, LLC | 57.088 | 4.234 | ||||||
| 2026-04-21 | 13F | PDS Planning, Inc | 4.365 | 0,23 | 310 | -4,04 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 40.887 | 0,05 | 2.899 | -4,35 | ||||
| 2026-05-01 | 13F | Merrithew & Thorsten Inc | 1.384 | 0,22 | 0 | |||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 134.215 | 381,16 | 9.517 | 360,20 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 215 | 15 | ||||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 16.901 | 6,60 | 1.198 | 1,96 | ||||
| 2026-05-14 | 13F | Sterling Wealth Management, Inc. | 48.891 | 0,03 | 3.467 | -4,39 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 40.893 | 8,25 | 2.900 | 3,50 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 9.261.059 | 0,68 | 686.893 | 2,89 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 21.668 | 0,56 | 1.681 | 3,77 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 8.768 | 0,48 | 622 | -4,02 | ||||
| 2026-04-27 | 13F | Legacy Financial Group, Inc. | 234.068 | 3,12 | 16.598 | -1,42 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 5.867 | 0,24 | 416 | -4,15 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 308.441 | 6,07 | 21.872 | 1,40 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 71.943 | 1,82 | 5 | 0,00 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 33.239 | 481,20 | 2.357 | 455,90 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 835.254 | 6,89 | 59.228 | 2,19 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 661.366 | 39,76 | 46.897 | 33,62 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 4.775 | 0,04 | 339 | -4,52 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 30.147 | 3,42 | 2.138 | -1,16 | ||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 658.393 | 6,25 | 46.687 | 1,58 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 4.644 | 329 | ||||||
| 2026-05-13 | 13F | Avail Investment Partners, LLC | 14.328 | 1 | ||||||
| 2026-05-14 | 13F | Aspirean Wealth, LLC | 3.549 | 0,23 | 252 | -4,20 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 69.985 | 0,80 | 4.963 | -3,63 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 203.309 | 5,52 | 14.417 | 0,88 | ||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 5.864 | 29,08 | 416 | 23,51 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 228.984 | 247,39 | 16.237 | 232,18 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 2.536.124 | 8,77 | 179.790 | 3,96 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 3.230 | 229 | ||||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 466.915 | 4,16 | 34.580 | 2,25 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 50.255 | 24,17 | 3.564 | 18,73 |
