Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares MSCI EAFE Min Vol Factor ETF eröffnet haben, gehören Penserra Capital Management LLC, Clear Wave Wealth Management Llc, BlueStem Wealth Partners, LLC, Diversify Wealth Management, Llc, Aznar Financial Advisors, LLC, SILVER OAK SECURITIES, Inc, Heirloom Wealth Management, Private Advisory Group LLC, Segall Bryant & Hamill, Llc, Annis Gardner Whiting Capital Advisors, LLC, D. E. Shaw & Co., Inc., Vanguard National Trust Co, Invariant Investment Management, United Advisor Group, LLC, Summit Wealth Group Llc / Co, Mount Yale Investment Advisors, LLC, Silver Grove Financial Group, Inc., Vanguard Advisers Inc, Allspring Global Investments Holdings, LLC, und Rossby Financial, LCC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 2.941 | 7,37 | 269 | 13,56 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 775 | 71 | ||||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 40.741 | 19,59 | 3.623 | 17,86 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 13.719 | 12,66 | 1.254 | 19,33 | ||||
| 2026-05-27 | 13F | Alpha Capital Advisors Inc /adv | 84.872 | 3,18 | 7.755 | 8,45 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 596 | 93,51 | 54 | 107,69 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 8.731 | 89,35 | 798 | 100,76 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 2.313 | 211 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 12.384 | 29,46 | 1.068 | 31,69 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 3.100 | 283 | |||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 35.182 | 15,70 | 3.215 | 22,58 | ||||
| 2026-01-29 | 13F | Comerica Bank | 108.923 | 1,49 | 9.395 | 3,19 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 221.426 | 0,97 | 20.232 | 6,96 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 3.685 | 5,08 | 337 | 11,26 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 1.076 | 98 | ||||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 25.814 | 10,39 | 2.359 | 16,96 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 6.745 | 45,18 | 616 | 54,00 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 82.525 | 1,69 | 7.118 | 2,92 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 161 | 15 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 2.826 | 15,91 | 258 | 22,86 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 2.835 | 259 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1.125 | 0 | ||||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 51.749 | 5,40 | 4.709 | 11,14 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 2.900 | 265 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 25.310 | 24,36 | 2.313 | 31,74 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 29.096 | 2.620 | ||||||
| 2026-05-14 | 13F | Cowa, Llc | 7.572 | 35,53 | 692 | 43,66 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 3.147 | 5,82 | 288 | 12,11 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 5.825 | 532 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 379 | 203,20 | 35 | 240,00 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 42.122 | 143,48 | 3.849 | 157,91 | ||||
| 2026-05-06 | 13F | Ceera Investments, Llc | 4.090 | 7,35 | 374 | 13,72 | ||||
| 2026-05-12 | 13F | Creative Planning | 400.990 | 2,05 | 36.638 | 8,11 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 22.706 | 3,00 | 2.075 | 9,10 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 39.919 | 0,74 | 3.647 | 6,73 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 3.438 | 8,08 | 314 | 14,60 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 374.321 | 0,72 | 34.202 | 6,69 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 19.512 | 67,01 | 1.683 | 69,73 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 50.725 | 2,13 | 4.635 | 8,20 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 356.879 | 2,52 | 32.608 | 8,61 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 158.276 | 4,46 | 14.462 | 10,66 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 582 | 53 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 29.315 | 2.679 | ||||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 12.146 | 1.110 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 672.215 | 7,30 | 61.436 | 13,70 | ||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 62.622 | 5.722 | ||||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 28.082 | 16,90 | 2.566 | 23,85 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 14.264 | 0,87 | 1.303 | 6,89 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 5.757 | 54,26 | 526 | 63,86 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 31.297 | 240,00 | 3 | |||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 81 | 7 | ||||||
| 2026-05-13 | 13F | Franklin Resources Inc | 8.091 | 3,88 | 739 | 10,13 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 11.830 | 116,67 | 1.081 | 129,79 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 6.278 | 1,26 | 574 | 7,30 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 6.148 | 11,80 | 562 | 18,35 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 638 | 58 | ||||||
| 2026-04-23 | 13F | Ewa, Llc | 4.522 | 7,72 | 413 | 14,09 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 2.256 | 206 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 8.810 | 35,37 | 805 | 43,32 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 3.526 | 1,97 | 322 | 8,05 | ||||
| 2026-04-16 | 13F/A | Wright Fund Managment, LLC | 99.751 | 9.114 | ||||||
| 2026-05-11 | 13F | MCF Advisors LLC | 1.484 | 642,00 | 136 | 694,12 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 115.595 | 1,93 | 10.562 | 7,97 | ||||
| 2026-02-19 | 13F | Aznar Financial Advisors, LLC | 15.637 | 1.349 | ||||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 197.690 | 18 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 41.949 | 3.833 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 18.654 | 6,66 | 1.704 | 13,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 948.326 | 5,65 | 86.649 | 11,93 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 8.280 | 757 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 36.718 | 7,04 | 3.355 | 13,39 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 1.586 | 145 | ||||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 16.616 | 2,50 | 1.518 | 8,58 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 23.144 | 112,17 | 2.115 | 124,89 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 8.563 | 782 | ||||||
| 2026-04-13 | 13F | Invariant Investment Management | 2.567 | 240 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.037.443 | 7,07 | 94.791 | 13,43 | ||||
| 2026-05-11 | 13F | Commerce Bank | 3.514 | 10,05 | 321 | 16,73 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 4.574 | 2,90 | 418 | 8,88 | ||||
| 2026-04-29 | 13F | Invested Advisors | 3.209 | 8,01 | 293 | 14,45 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 68.262 | 8,84 | 6.237 | 15,31 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 129.395 | 88,74 | 11.823 | 99,93 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 67.369 | 5,94 | 6.155 | 12,24 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 750 | 50,00 | 69 | 58,14 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 20.112 | 0,71 | 1.735 | 2,36 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 13.565 | 1.239 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 365 | 630,00 | 33 | 725,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 68.778 | 0,94 | 5.932 | 2,63 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 92.883 | 3,18 | 8.487 | 9,30 | ||||
| 2026-05-07 | 13F | CFG Wealth Management Services, Inc. | 10.991 | 0,16 | 997 | 5,29 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 4.685 | 6,67 | 428 | 13,23 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 3.385 | 18,73 | 309 | 26,12 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 2.817 | 1,88 | 257 | 7,98 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2.473.399 | 7,07 | 225.995 | 13,42 | ||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 25.802 | 2.358 | ||||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 8.519 | 5,45 | 778 | 11,78 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 111.122 | 5.456,10 | 10.153 | 5.802,91 | ||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 6.076 | 5,67 | 1 | |||||
| 2026-02-13 | 13F | Sei Investments Co | 667.769 | 5,35 | 57.603 | 7,13 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 3.557 | 0,76 | 325 | 6,58 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 2.194 | 200 | ||||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 5.098 | 462 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 3.898 | 358 | ||||||
| 2026-05-07 | 13F | BlueStem Wealth Partners, LLC | 39.718 | 3.629 | ||||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 301.092 | 0,28 | 27.511 | 3,09 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 13.504 | 28,10 | 1.234 | 35,64 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 14.380 | 1.314 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 15.236 | 2,54 | 1 | 0,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 4.399 | 1,59 | 402 | 7,51 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 531.483 | 14,78 | 48.562 | 21,60 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 2.134 | 30,60 | 197 | 39,72 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 28.604 | 3,62 | 2.614 | 9,79 | ||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 2.198 | 201 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 5.854 | 1 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 42.975 | 3,69 | 3.927 | 9,85 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 433.231 | 0,51 | 40 | 5,41 | ||||
| 2026-05-05 | 13F | UBS Group AG | 685.031 | 7,87 | 62.591 | 14,27 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 12.777 | 1,00 | 1.168 | 8,76 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 12.751 | 6,94 | 1.165 | 13,33 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 4.007 | 5,92 | 366 | 12,27 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 102.020 | 13,86 | 9.322 | 20,61 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 363 | 33 | ||||||
| 2026-04-22 | 13F | Caldwell Trust Co | 212 | 143,68 | 19 | 171,43 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 2.410 | 0,92 | 220 | 7,32 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 27.687 | 5,67 | 2.530 | 11,95 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 4.396 | 25,06 | 402 | 32,34 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 9.943 | 1,02 | 929 | 0,76 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 32.433 | 13,57 | 2.963 | 20,30 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 3.226 | 3,76 | 295 | 9,70 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 258 | 5,31 | 24 | 9,52 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 207.247 | 13,81 | 18.404 | 17,17 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 13.549 | 1,22 | 1.238 | 7,19 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 24.431 | 1,65 | 2.232 | 7,72 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 140.522 | 5,38 | 12.840 | 11,63 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 147.807 | 0,95 | 13.505 | 6,94 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 120.355 | 0,77 | 10.997 | 6,75 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 6.802 | 10,12 | 622 | 16,73 | ||||
| 2026-05-04 | 13F | Brickley Wealth Management | 31.271 | 0,87 | 2.857 | 6,88 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 14.859 | 9,49 | 1.358 | 15,98 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 41 | 4 | ||||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 132.656 | 50,95 | 12.121 | 59,92 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 2.966 | 0,99 | 271 | 7,11 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 4.059 | 34,90 | 371 | 42,86 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.195.141 | 3,43 | 109.200 | 9,57 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 3.468 | 11,51 | 299 | 13,69 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 23.187 | 7,39 | 2.119 | 13,75 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 3.785 | 14,04 | 346 | 20,63 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 3.648 | 7,20 | 333 | 13,65 | ||||
| 2026-05-13 | 13F | Corsicana & Co. | 37.994 | 1,66 | 2.960 | -8,16 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 213.922 | 98,75 | 19.546 | 110,56 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 26.082 | 2,25 | 2.383 | 8,32 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 25.225 | 2,12 | 2.305 | 8,17 | ||||
| 2026-04-15 | 13F | Oak Asset Management, LLC | 2.223 | 203 | ||||||
| 2026-04-24 | 13F | Ledyard National Bank | 152.033 | 1,64 | 13.891 | 7,68 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 5.651 | 2,04 | 523 | 9,43 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 40.258 | 20,85 | 3.678 | 28,02 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 3.957 | 6,74 | 362 | 13,17 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 22.835 | 7,06 | 2.086 | 13,43 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 943 | 1,29 | 86 | 7,50 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 858 | 5,41 | 78 | 11,43 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 25.452 | 0,13 | 2.326 | 6,21 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 68 | 6 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 3.342 | 2,39 | 305 | 8,54 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 2.877 | 263 | ||||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 527 | 109,13 | 48 | 128,57 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 353 | 11,36 | 32 | 18,52 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 235 | 21 | ||||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 7.206 | 1,56 | 658 | 9,48 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 48.687 | 0,39 | 4.449 | 6,36 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 39.182 | 4,89 | 4 | 0,00 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 250 | 23 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 10.765 | 4,47 | 984 | 10,70 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 5.039 | 99,25 | 460 | 111,01 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 5.000 | 457 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 19.516 | 0,58 | 1.783 | 6,58 | ||||
| 2026-04-23 | 13F | Catalyst Investment Management LLC | 2.921 | 0,03 | 273 | 8,37 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 10.529 | 8,91 | 962 | 15,49 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3.437 | 1.145,29 | 314 | 1.265,22 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 42.120 | 486,14 | 3.849 | 521,65 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 9.664 | 1,07 | 883 | 7,16 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 4.233 | 0,81 | 387 | 6,63 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 5.401 | 1,37 | 466 | 3,10 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 2.508 | 229 | ||||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 65.514 | 100,00 | 5.525 | 100,04 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 552 | 520,22 | 50 | 614,29 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 225.983 | 3,40 | 20.648 | 9,54 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 17.805 | 0,21 | 1.627 | 6,14 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 311 | 28 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 7.842 | 290,15 | 717 | 313,87 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 2.256 | 206 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 12 | 1 | ||||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 42.851 | 13,47 | 3.915 | 20,20 | ||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 12.208 | 0,61 | 1.115 | 6,60 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 324 | 30 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 20 | 5,56 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 4.564 | 0,46 | 417 | 6,65 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 849 | 0,24 | 73 | 2,82 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 8.732 | 10,71 | 798 | 17,21 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 462 | 42 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 58.935 | 28,66 | 5.385 | 36,30 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 1.163 | 27,10 | 106 | 35,90 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 5.676 | 31,06 | 519 | 38,87 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 2.499 | 228 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 12.525 | 20,19 | 1.144 | 27,39 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 33.665 | 55,88 | 3.076 | 65,15 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 59 | 5 | ||||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 8.784 | 4,10 | 803 | 10,32 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 50 | 5 | ||||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 2.887 | 0,70 | 264 | 6,48 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 10.916 | 994 | ||||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 4.724 | 3,94 | 432 | 9,95 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 3.635 | 11,40 | 332 | 18,15 |
