Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund eröffnet haben, gehören Avidian Wealth Solutions, LLC, Dickmeyer Boyce Financial Management, Inc., Roan Capital Partners, Pasadena Private Wealth, LLC, Keel Point, LLC, DMG Group, LLC, Southern Michigan Bank & Trust, Summit Trail Advisors, Llc, Mount Yale Investment Advisors, LLC, Vestmark Advisory Solutions, Inc., Compass Capital Management, Inc, Hickory Point Bank & Trust, Dunhill Financial, LLC, Mosley Wealth Management, Hantz Financial Services, Inc., Glass Jacobson Investment Advisors llc, Beacon Investment Advisory Services, Inc., Vanguard Advisers Inc, POM Investment Strategies, LLC, und Rosenberg Matthew Hamilton .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-08 | 13F | Winter & Associates, Inc. | 4.347 | 1,02 | 231 | 3,60 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 91.791 | 1,01 | 4.823 | 2,84 | ||||
| 2026-04-27 | 13F | Cape Ann Savings Bank | 11.298 | 6,66 | 594 | 8,61 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 5.110 | 268 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 167.577 | 439,86 | 8.841 | 452,22 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 38.828 | 0,36 | 2.040 | 2,20 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3.519 | 0,09 | 185 | 1,66 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 351 | 18 | ||||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 1.628 | 0,49 | 86 | 2,41 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 3.851 | 202 | ||||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 66.732 | 46,73 | 3.506 | 3,94 | ||||
| 2026-04-17 | 13F | Harbour Wealth Management Group, Inc. | 82.893 | 11,23 | 4.355 | 13,26 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 47.540 | 744,86 | 2.498 | 761,03 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 5.721 | 9,41 | 301 | 11,52 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 86.936 | 1,38 | 4.567 | 3,21 | ||||
| 2026-05-21 | 13F | Compass Capital Management, Inc | 4.000 | 210 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 54.662 | 0,77 | 2.872 | 2,57 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 16.532 | 53,41 | 869 | 56,12 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 72.075 | 0,49 | 3.787 | 2,30 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 12.076 | 5,76 | 634 | 7,64 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 15.021 | 19,39 | 789 | 21,57 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 7.868 | 7,24 | 413 | 9,26 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 5.219 | 0,77 | 274 | 2,62 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 6.069 | 0,03 | 319 | 1,60 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 48.112 | 3,11 | 2.528 | 4,99 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 388.062 | 4,45 | 20.389 | 6,35 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 500.699 | 1,52 | 26.307 | 3,37 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 71.961 | 42.230,00 | 4 | 0,00 | ||||
| 2026-05-06 | 13F | Redmond Asset Management, LLC | 11.640 | 0,41 | 612 | 2,17 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 8.515 | 1,47 | 447 | 3,23 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 48.272 | 0,89 | 2.536 | 2,76 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 142.778 | 0,90 | 7.502 | 2,74 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 233.065 | 2,56 | 12.245 | 4,43 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 44.384 | 30,23 | 2.332 | 32,59 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 13.130 | 33,98 | 678 | 32,23 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 28.360 | 6,70 | 1.490 | 8,68 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 97.778 | 5.137 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 679 | 1,80 | 36 | 2,94 | ||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 17.892 | 4,80 | 940 | 6,82 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 25.458 | 1,11 | 1.338 | -1,26 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 3.853 | 12,69 | 202 | 14,77 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 33.646 | 9,45 | 1.768 | 11,41 | ||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 5.560 | 0,04 | 292 | 2,10 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 37.543 | 17,32 | 1.937 | 15,78 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 145.594 | 3,49 | 7.650 | 5,37 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 229 | 0,44 | 0 | |||||
| 2026-04-29 | 13F/A | Farmers & Merchants Trust Co of Chambersburg PA | 50.505 | 31,50 | 3 | 100,00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 358.439 | 6,85 | 18.832 | 8,79 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2.390.779 | 0,67 | 125.612 | 2,50 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 49.664 | 105,96 | 2.609 | 109,73 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 13.940 | 732 | ||||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 19.587 | 1,95 | 1.029 | 3,83 | ||||
| 2026-05-14 | 13F | Biondo Investment Advisors, LLC | 30.848 | 0,82 | 1.621 | 2,66 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 12.376 | 0,42 | 650 | 2,36 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 354.423 | 3,39 | 18.621 | 5,28 | ||||
| 2026-05-13 | 13F | Dickmeyer Boyce Financial Management, Inc. | 123.701 | 6.499 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 71.337 | 5,01 | 4 | 0,00 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 10.624 | 4,94 | 558 | 6,90 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 231.196 | 12.147 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 12.344 | 156,15 | 649 | 161,29 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 118.673 | 0,92 | 6.235 | 2,77 | ||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 206 | 1,49 | ||||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 5.942 | 1,62 | 315 | 4,65 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 24.817 | 18.786 | 8,11 | |||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 29.251 | 4,79 | 1.537 | 6,67 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 9.432 | 0,50 | 496 | 2,27 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 74.911 | 9,60 | 4 | 0,00 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 7.128 | 375 | ||||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 68.062 | 5,09 | 3.775 | 12,99 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 41.307 | 0,81 | 2.170 | 2,65 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 4.411 | 0,50 | 232 | 2,21 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 58.844 | 3.092 | ||||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 614 | 0,33 | 32 | 3,23 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 13.548 | 43,61 | 712 | 46,30 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 31.110 | 1.635 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 1.118 | 0,09 | 59 | 1,75 | ||||
| 2026-05-01 | 13F | Financial Advisory Partners, Llc | 35.077 | 8,99 | 1.843 | 10,96 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 115.814 | 3,56 | 5.976 | 2,15 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 433 | 266,95 | 23 | 266,67 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 5.210 | 275 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 22.815 | 256,21 | 1.199 | 263,03 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 7.088 | 0,07 | 372 | 1,92 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 221.372 | 3,77 | 11.631 | 5,56 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 7.059 | 20,73 | 371 | 22,92 | ||||
| 2026-05-01 | 13F | Concord Asset Management, LLC/VA | 172.926 | 6,45 | 9.086 | 8,39 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 81.164 | 2,49 | 4.188 | 1,13 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 54.339 | 56,03 | 2.855 | 58,82 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 55.409 | 0,07 | 2.911 | 1,89 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 4.913 | 0,10 | 258 | 1,98 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 3.108 | 163 | ||||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 56.750 | 5,23 | 2.982 | 7,15 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 4.579 | 0,50 | 241 | 2,13 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 5.839 | 2,65 | 307 | 4,44 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 22.954 | 10,09 | 1.206 | 12,19 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 28.591 | 7,78 | 1.502 | 9,80 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 8.157 | 110,34 | 429 | 114,00 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 14.306 | 1.036,30 | 752 | 1.073,44 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 304.356 | 0,42 | 15.991 | 2,25 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.883.131 | 8,79 | 98.940 | 10,77 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 142.219 | 6,46 | 7.339 | 5,04 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 17.014 | 1,57 | 894 | 3,36 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1.081 | 57 | ||||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 3.816 | 200 | ||||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 365.015 | 1,99 | 19.178 | 3,84 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 49.263 | 1,30 | 2.588 | 3,15 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 11.315 | 1,44 | 594 | 3,30 | ||||
| 2026-04-28 | 13F | Northern Financial Advisors Inc | 4.118 | 216 | ||||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 3.998 | 0,50 | 210 | 2,44 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 28.979 | 1.487,02 | 1.523 | 1.519,15 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 45.794 | 8,25 | 2.406 | 10,27 | ||||
| 2026-05-15 | 13F | Private Capital Management, LLC | 92.190 | 6,51 | 4.844 | 8,44 | ||||
| 2026-04-07 | 13F | Eastern Bank | 275.531 | 24,30 | 14.476 | 26,57 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 57.465 | 0,19 | 3.019 | 2,03 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 3.129 | 0,10 | 164 | 1,86 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 10.742 | 564 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 7.311 | 1,29 | 384 | 3,23 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 1.968 | 530,77 | 103 | 543,75 | ||||
| 2026-04-06 | 13F | CX Institutional | 178.692 | 0,59 | 9 | 0,00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 161.013 | 1,09 | 8.460 | 2,93 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 3.645 | 192 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 12.684 | 0,30 | 666 | 2,15 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 377 | 19,68 | 19 | 18,75 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 299.971 | 7,81 | 15.760 | 5,11 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 274 | 14 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 4.379 | 230 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.658.884 | 23,13 | 85.773 | 23,38 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 4.470 | 1,50 | 235 | 3,08 | ||||
| 2026-04-30 | 13F | DMG Group, LLC | 7.369 | 387 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 6.149 | 0,11 | 323 | 2,22 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 18.057 | 949 | ||||||
| 2026-03-12 | 13F | Farmers National Bank | 41.713 | 1,16 | 2.152 | -0,19 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 5.505 | 8,26 | 289 | 10,31 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 24.752 | 6,65 | 1.300 | 5,01 | ||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 3.871 | 203 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 405.679 | 7,99 | 21.315 | 9,95 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 13.626 | 30,97 | 716 | 33,40 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 5.262 | 2,43 | 276 | 4,15 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 42.476 | 14,93 | 2.232 | 16,99 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 10.488 | 9,22 | 551 | 11,31 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 7.509 | 37,96 | 395 | 40,71 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 79.420 | 28,11 | 4.173 | 30,46 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 7.614 | 0,01 | 400 | 2,04 | ||||
| 2026-05-05 | 13F | Prairie Wealth Advisors, Inc. | 0 | 981 | -0,81 | |||||
| 2026-05-01 | 13F | Concord Wealth Partners | 237.162 | 3,56 | 12.460 | 5,45 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 3.924 | 0,51 | 206 | 2,49 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 928 | 49 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.001.100 | 0,27 | 52.598 | 2,09 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 31.571 | 1,93 | 1.659 | 3,75 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.000 | 53 | ||||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 781 | 104,99 | 41 | 115,79 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 12.848 | 3,01 | 675 | 4,98 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 512.431 | 0,82 | 26.923 | 2,66 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 5.499 | 0,35 | 289 | 2,13 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 3.347 | 143,77 | 168 | 138,57 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 5.639 | 0,30 | 308 | 6,21 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 9 | 0 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 23.076 | 1,87 | 1.212 | 3,77 | ||||
| 2026-05-07 | 13F | New Insight Wealth Advisors | 11.903 | 3,60 | 625 | 5,57 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 8.417 | 0,01 | 442 | 1,84 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 4.379 | 230 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 16.934 | 4.939,88 | 890 | 5.129,41 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 77.051 | 3,53 | 4.048 | 5,42 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 71 | 317,65 | 4 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 101.245 | 1,71 | 5.319 | 3,56 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 450 | 24 | ||||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 5.720 | 0,69 | 295 | -0,67 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 137.789 | 2,37 | 7.239 | 4,23 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 1.419 | 0,14 | 75 | 1,37 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 175.404 | 1,19 | 9 | 12,50 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1.440 | 76 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 10.393 | 19,13 | 546 | 21,33 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 7.475 | 0,05 | 393 | 1,82 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 226.934 | 7,49 | 11.923 | 9,45 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 31.686 | 5,01 | 1.665 | 6,94 | ||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 47.361 | 1,10 | 2.488 | 2,94 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 15.349 | 1,45 | 806 | 3,20 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 4.626 | 0,02 | 243 | 2,10 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 21 | 1 | ||||||
| 2026-04-27 | 13F | Mosley Wealth Management | 1.208 | 63 | ||||||
| 2026-05-08 | 13F | Weinberger Asset Management, Inc | 5.413 | 10,36 | 284 | 12,25 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.798 | 147 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 1.430 | 81,01 | 0 | |||||
| 2026-04-14 | 13F | Lee-Kelleher Wealth Management | 221.346 | 3,52 | 11.630 | 5,41 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 25.627 | 1,15 | 1.346 | 2,98 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 32.012 | 182,24 | 2 | |||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 7.937 | 8,95 | 417 | 11,20 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 712.930 | 15,81 | 37.457 | 17,92 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1.139 | 0 |
