Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares ESG MSCI KLD 400 ETF eröffnet haben, gehören Chilton Investment Co Llc, Allred Capital Management, LLC, Charter Trust Co, Canandaigua National Corp, Navigation Group, LLC, Envision Financial LLC, Becker Capital Management Inc, Tiaa-cref Individual & Institutional Services, Llc, Vantus Wealth LLC, Gts Financial, Llc, Advyzon Investment Management, LLC, Beacon Investment Advisory Services, Inc., AG Campbell Advisory, LLC, Vanguard Advisers Inc, EFG International AG, Strategic Advisory Partners, Llc, TIAA Wealth Investment Management LLC, Innovative Asset Advisors Group, LLC, und Silver Grove Financial Group, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 410 | 53 | ||||||
| 2026-05-01 | 13F | Rossmore Private Capital | 3.868 | 0,03 | 469 | -6,02 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 11.764 | 10,08 | 1.426 | 3,56 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 164.023 | 70,63 | 19.878 | 60,51 | ||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 5.902 | 40,83 | 715 | 32,65 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 2.061 | 2,90 | 250 | -3,49 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 6.483 | 0,03 | 786 | -5,88 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 7.757 | 55,23 | 940 | 46,19 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 33.362 | 159,91 | 4.043 | -5,78 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 1.089 | 0,28 | 132 | -5,76 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 38.277 | 401,66 | 4.639 | 372,30 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 3.527 | 62,53 | 427 | 53,05 | ||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 4.279 | 36,75 | 519 | 28,54 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 8.218 | 7,52 | 996 | 1,12 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 657 | 0,92 | 80 | -4,82 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 2.870 | 2,43 | 348 | -3,88 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 5.093 | 19,02 | 617 | 11,98 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 7.266 | 33,08 | 978 | 36,45 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 44.257 | 49,94 | 5.363 | 41,06 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 26.489 | 0,24 | 3.210 | -5,70 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 6.034 | 0,25 | 731 | -5,68 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 145.400 | 40,13 | 17.621 | 31,82 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 17.678 | 1,60 | 2.142 | -4,42 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 170 | 22 | ||||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 3.897 | 0,26 | 472 | -5,60 | ||||
| 2026-05-01 | 13F | Concord Asset Management, LLC/VA | 2.030 | 14,04 | 246 | 7,42 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 10.106 | 24,94 | 1.225 | 17,47 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 1.965 | 0,67 | 238 | -5,18 | ||||
| 2026-04-29 | 13F | Impact Investors, Inc | 28.375 | 10,23 | 3.439 | 3,68 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 300 | 36 | ||||||
| 2026-04-24 | 13F | Keybank National Association/oh | 21.258 | 0,93 | 2.576 | -5,05 | ||||
| 2026-05-13 | 13F | Allred Capital Management, LLC | 7.372 | 893 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 84.081 | 0,78 | 10 | 0,00 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 12.270 | 6,95 | 1.487 | 0,61 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 219.699 | 8,05 | 28.304 | 113.112,00 | ||||
| 2026-04-16 | 13F | Envision Financial LLC | 4.370 | 530 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 9.092 | 6,21 | 1.102 | -0,09 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 12.942 | 1,17 | 1.568 | -4,80 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 412.576 | 1,14 | 49.743 | -4,84 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 11.517 | 160,74 | 1.484 | 166,73 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 850 | 103 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 2.803 | 1,93 | 340 | -3,68 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 11.292 | 4,76 | 1.368 | -1,44 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 95.999 | 2,69 | 11.634 | -3,40 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 4.120 | 2.103,21 | 561 | 2.233,33 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 3.936 | 2.951,16 | 477 | -5,92 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 11.434 | 0,30 | 1.386 | -5,65 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 3.273 | 0,21 | 397 | -5,71 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 221.974 | 19.185,32 | 28.597 | 19.758,33 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 5.675 | 0,21 | 688 | -5,76 | ||||
| 2026-05-14 | 13F | Investors Portfolio Services LLC | 316 | 0,32 | 38 | -5,00 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 3.587 | 2,69 | 435 | -3,56 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 3.408 | 7,04 | 413 | 0,73 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 1.920 | 87,32 | 0 | |||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 3.769 | 0,51 | 457 | -5,59 | ||||
| 2025-12-16 | 13F | Emergent Wealth Advisors, LLC | 2.090 | 0,38 | 227 | 5,09 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 5.659 | 1 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 14.830 | 0,64 | 1.797 | -5,32 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 4.252 | 18,74 | 515 | 11,71 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 1.371 | 166 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 4 | 1 | ||||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 3.264 | 0,71 | 396 | -5,28 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 883 | 107 | ||||||
| 2026-04-03 | 13F | Investors Research Corp | 15.260 | 0,54 | 1.849 | -5,42 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 54.922 | 2,07 | 6.656 | -3,98 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 2.155 | 19,13 | 261 | 12,02 | ||||
| 2026-05-19 | 13F | Gts Financial, Llc | 2.205 | 226 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1.488 | 180 | ||||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 9.202 | 1.115 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 3.689 | 0,05 | 475 | 2,37 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 55 | 6 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 1.747 | 0,17 | 212 | -5,80 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 7.541 | 0,99 | 914 | -4,99 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 64.315 | 4,36 | 7.794 | -1,83 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 37.764 | 138,83 | 4.577 | 124,64 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 5.279 | 25,15 | 640 | 17,68 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 33.306 | 4.036 | ||||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 11.290 | 0,26 | 1.380 | -4,90 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 3.643 | 0,36 | 441 | -5,57 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 3.165 | 55,38 | 384 | 46,18 | ||||
| 2026-05-12 | 13F | Creative Planning | 216.456 | 21,65 | 26.232 | 14,44 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 7.510 | 4,48 | 910 | -1,73 | ||||
| 2026-04-16 | 13F | Koenig Investment Advisory, LLC | 2.044 | 3,49 | 248 | -3,14 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 3.317 | 0,03 | 402 | -6,09 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 70.112 | 650,26 | 8.497 | 606,23 | ||||
| 2026-05-07 | 13F | JSF Financial, LLC | 1.960 | 4,42 | 238 | -1,66 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 2.780 | 0,04 | 337 | -5,88 | ||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 42.790 | 24,72 | 5.186 | 17,33 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 13.192 | 32,48 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 16.431 | 0,45 | 1.991 | -5,51 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 18.877 | 0,02 | 2.288 | -5,92 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2.447 | 208,58 | 297 | 190,20 | ||||
| 2026-04-17 | 13F | Charter Trust Co | 6.693 | 811 | ||||||
| 2026-05-11 | 13F | Bailard, Inc. | 31.855 | 2,94 | 3.861 | -3,16 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 28.338 | 39,49 | 3.342 | 27,70 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 113.725 | 19,19 | 13.782 | 12,13 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 2.003 | 8,56 | 243 | 2,11 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 65.586 | 204,17 | 7.948 | 186,21 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1.254.533 | 57,75 | 152.037 | 48,39 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 2.709 | 328 | ||||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 3.709 | 449 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 247.083 | 27,04 | 29.944 | 19,50 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 22.037 | 0,07 | 2.671 | -5,85 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 44.888 | 11,19 | 5.440 | 4,60 | ||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 3.127 | 1,33 | 379 | -4,79 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 5.840 | 708 | ||||||
| 2026-05-06 | 13F | Eq Llc | 4.991 | 11,31 | 605 | 4,68 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 14.462 | 192,93 | 1.753 | 175,91 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 163.687 | 21,59 | 19.837 | 14,39 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 29.260 | 12,76 | 3.546 | 6,07 | ||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 24.716 | 1,83 | 2.995 | -4,19 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 61.751 | 2,33 | 7.364 | -5,27 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 1.800 | 218 | ||||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 35.494 | 1,79 | 4.302 | -4,25 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 92.336 | 13,93 | 11.190 | 7,17 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 3.326 | 9,81 | 403 | 3,33 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 4.806 | 0,08 | 582 | -5,83 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 1.893 | 7,25 | 229 | 0,88 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 2.122 | 0,43 | 257 | -5,51 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 445 | 54 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 6.213 | 0,37 | 753 | -5,65 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 18.070 | 0,16 | 2.328 | 2,42 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 5.048 | 34,40 | 612 | 26,24 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 19.330 | 0,54 | 2.343 | -5,41 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 211 | 0,48 | 28 | 3,70 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 142.366 | 39,21 | 18.341 | 40,74 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 20 | 25,00 | 2 | 0,00 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 16 | 2 | ||||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 4.535 | 0,55 | 641 | 9,22 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 10.951 | 10,66 | 1.488 | 14,73 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 4.498 | 0,51 | 545 | -5,38 | ||||
| 2026-05-15 | 13F | EFG International AG | 340 | 41 | ||||||
| 2026-05-15 | 13F | Brown Financial Advisors | 2.352 | 2,26 | 285 | -3,72 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 35.191 | 0,30 | 4.265 | -5,64 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 23.106 | 368,68 | 2.800 | 340,94 | ||||
| 2026-04-08 | 13F | Erickson Financial Group, LLC | 2.941 | 0,27 | 356 | -5,57 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 730 | 4,14 | 88 | -2,22 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 4.028 | 488 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 1.857 | 1,81 | 225 | -4,26 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 11.367 | 0,13 | 1.378 | -5,81 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 57 | 7 | ||||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 7.071 | 0,03 | 857 | -5,93 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 2.315 | 298 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 444 | 60,29 | 54 | 51,43 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 5.905 | 0,25 | 716 | -5,67 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 529 | 605,33 | 68 | 871,43 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 0 | 0 | ||||||
| 2026-05-19 | 13F/A | Eley Financial Management, Inc | 23.139 | 1,87 | 2.804 | -4,17 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3.971.726 | 2,71 | 481.334 | -3,38 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 2.912 | 12,65 | 353 | 5,71 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 757 | 3,42 | 92 | -3,19 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 8.782 | 6,54 | 1.064 | 0,28 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 1.659 | 0,06 | 201 | -5,63 | ||||
| 2026-05-06 | 13F | SK Wealth Management, LLC | 4.281 | 0,05 | 526 | -6,42 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 541 | 14,14 | 66 | 8,20 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 8.322 | 0,57 | 1.072 | 2,88 | ||||
| 2026-04-16 | 13F | Forbes J M & Co Llp | 29.299 | 4,11 | 3.551 | -2,07 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 13.196 | 14,32 | 1.599 | 7,53 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 138.689 | 1,60 | 16.808 | -4,42 | ||||
| 2026-05-11 | 13F | Allianz Se | 57.368 | 7,52 | 6.952 | 1,15 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 21.175 | 5,15 | 2.566 | -1,08 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 21.240 | 239,41 | 2.574 | 219,35 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 132 | -5,71 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 300.562 | 1,18 | 36.425 | -4,82 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 1.629 | 0,12 | 210 | 2,45 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 5.584 | 54,08 | 677 | 45,06 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 3.500 | 2,04 | 424 | -3,85 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 2.320 | 40,69 | 281 | 32,55 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 4.943 | 1,23 | 602 | -4,29 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 2.094 | 0,19 | 254 | -5,95 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 14.343 | 26,15 | 1.581 | 10,41 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 2.924 | 6,17 | 354 | 0,00 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 911 | 5,07 | 110 | -0,90 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 1.282 | 149 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 9.107 | 3,55 | 1.104 | -2,65 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 66.795 | 8,13 | 8.095 | 1,71 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 6.185 | 2,49 | 750 | -3,60 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 5.888 | 2,17 | 797 | 7,41 | ||||
| 2026-05-13 | 13F | Northstar Asset Management Inc | 212.270 | 107,32 | 25.725 | 95,03 | ||||
| 2026-05-13 | 13F | Somerset Group LLC | 2.615 | 3,28 | 349 | 5,45 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 5.089 | 617 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3.695 | 3.595,00 | 448 | 3.625,00 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 4.694 | 5,01 | 569 | -1,22 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 847 | 381,25 | 103 | 363,64 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 12.308 | 8,25 | 1.586 | 10,68 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 7.128 | 88,47 | 864 | 77,21 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 4.201 | 0,74 | 509 | -5,21 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 11.267 | 12,33 | 1.365 | 5,65 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 1.667 | 42,36 | 202 | 34,67 | ||||
| 2026-04-29 | 13F | Birch Hill Investment Advisors LLC | 3.299 | 2,33 | 400 | -3,86 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.186 | 144 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 6.755 | 4,28 | 819 | -1,92 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 2.733 | 0,74 | 331 | -5,16 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 31.548 | 19,04 | 3.823 | 11,98 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 5.435 | 0,26 | 659 | -5,73 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 624 | 1,79 | 76 | -3,85 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 12.052 | 11,92 | 1.461 | 5,26 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 42 | 5 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 18.606 | 3,96 | 2.255 | -2,21 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2.167 | 18,42 | 265 | 12,34 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 13 | 30,00 | 2 | 0,00 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 6.214 | 5,77 | 753 | -0,40 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 18.001 | 333,86 | 2.182 | 308,43 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 61.507 | 3,44 | 7.454 | -2,69 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2.683 | 37,87 | 325 | 30,00 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 380 | 46 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 564 | 3,68 | 73 | 5,88 | ||||
| 2026-04-28 | 13F | Oxler Private Wealth LLC | 3.205 | 0,25 | 388 | -5,60 | ||||
| 2026-04-28 | 13F | Umpqua Bank | 35.440 | 1,72 | 4.295 | -4,32 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 2.715 | 12,75 | 329 | 6,13 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 62.899 | 6,79 | 8.564 | 12,86 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 11.320 | 12,64 | 1.372 | 5,95 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 3.701 | 84,59 | 449 | 73,64 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 3.394 | 0,18 | 411 | -5,73 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 39.065 | 534,07 | 4.734 | 496,97 | ||||
| 2026-04-06 | 13F | CX Institutional | 15.991 | 4,28 | 2 | 0,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 16.314 | 8,40 | 1.993 | 2,79 | ||||
| 2026-05-11 | 13F | Potentia Wealth | 12.502 | 7,25 | 1.515 | 0,93 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 733 | 90,89 | 89 | 79,59 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 156.910 | 1,33 | 19.016 | -4,68 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 3.119 | 95,06 | 378 | 83,90 | ||||
| 2026-05-13 | 13F | Hill Island Financial Llc | 8.237 | 4,77 | 998 | -1,38 | ||||
| 2026-05-15 | 13F | Fmr Llc | 28.717 | 38,93 | 3.480 | 30,73 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 1.764 | 0,06 | 214 | -6,17 |
