Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF eröffnet haben, gehören TIAA Wealth Investment Management LLC, Tiaa-cref Individual & Institutional Services, Llc, CBIZ Investment Advisory Services, LLC, Quent Long Short Global Small Cap Fund, LP, PFG Investments, LLC, Diversify Wealth Management, Llc, Klaas Financial Asset Advisors, LLC, Allodium Investment Consultants, LLC, JustInvest LLC, SOL Capital Management CO, Aureus Asset Management, LLC, Clune & Associates, Ltd., Action Point Financial Planning, Llc, AAFCPAs Wealth Management, LLC, Empowered Funds, LLC, Legacy Edge Advisors, LLC, Sanchez Levi Garrett, Barden Capital Management, Inc., Merit Financial Group, LLC, und Impact Investors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 30.024 | 26,95 | 1.412 | 29,81 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 15.470 | 19,15 | 1 | |||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 138.397 | 1,03 | 6.507 | 3,32 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 26.309 | 22,88 | 1.237 | 25,71 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 16.277 | 13,35 | 765 | 15,91 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 287.377 | 0,38 | 13.512 | 2,66 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 5.772 | 0,07 | 271 | 2,26 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 16.891 | 852 | ||||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 15.707 | 47,79 | 739 | 51,23 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 28.004 | 1,33 | 1.317 | 3,62 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 430.739 | 11,06 | 20.253 | 13,58 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 7.202 | 0,24 | 339 | 2,42 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 4.900 | 36,04 | 230 | 2,22 | ||||
| 2026-04-16 | 13F | Security National Bank | 411 | 19 | ||||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 5.843 | 1,64 | 275 | 3,79 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 60.602 | 19,55 | 2.850 | 22,27 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 35.119 | 0,31 | 1.651 | 2,61 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 8.466 | 0,01 | 398 | 2,31 | ||||
| 2026-05-12 | 13F | Creative Planning | 1.568.282 | 1,42 | 73.741 | 3,71 | ||||
| 2026-04-29 | 13F | Bluestem Financial Advisors, Llc | 99.516 | 0,85 | 4.679 | 3,15 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 29.243 | 15,05 | 1.375 | 17,72 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 21.494 | 2,20 | 1.011 | 4,45 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 511 | 7,13 | 0 | |||||
| 2026-04-27 | 13F | PFG Investments, LLC | 27.248 | 1.281 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 100.337 | 34.261,99 | 4.613 | 35.384,62 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 112.177 | 0,02 | 5.275 | 2,29 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 115.914 | 18,64 | 5.450 | 21,33 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 15.694 | 36,03 | 1 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 286.524 | 1,23 | 13.174 | 109.683,33 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 1.134 | 2,35 | 53 | 6,00 | ||||
| 2026-04-29 | 13F | Impact Investors, Inc | 4.284 | 201 | ||||||
| 2026-04-07 | 13F | Barden Capital Management, Inc. | 4.475 | 210 | ||||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 6.196 | 291 | ||||||
| 2026-04-24 | 13F | Financial Life Planners | 3 | 0 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 6.218 | 15,11 | 286 | 14,92 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 8.085 | 2,15 | 380 | 4,68 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 10.387 | 16,21 | 488 | 19,02 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 25.866 | 8,34 | 1.216 | 10,85 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 5.570 | 2,30 | 262 | 4,40 | ||||
| 2026-04-23 | 13F | Sawyer & Company, Inc | 325 | 15 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 19.314 | 908 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 3.525 | 0,17 | 162 | 2,53 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 5.826 | 1,59 | 274 | 3,80 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3.238.788 | 10,40 | 152.288 | 12,90 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 42 | 2 | ||||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 4.735 | 223 | ||||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 4.225 | 208 | ||||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 23.172 | 1,09 | 1.090 | 3,32 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 6.617 | 51,77 | 311 | 55,50 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 87.593 | 4.119 | ||||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 6.330 | 20,21 | 298 | 22,73 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 544.385 | 3,91 | 25.597 | 6,26 | ||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 4.550 | 214 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 11.350 | 68,50 | 561 | 81,23 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 306 | 16 | ||||||
| 2026-05-13 | 13F | Aureus Asset Management, LLC | 7.800 | 367 | ||||||
| 2026-04-15 | 13F | Stanich Group LLC | 130.308 | 3,14 | 6.127 | 5,46 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 99.013 | 78,82 | 4.656 | 82,91 | ||||
| 2026-05-05 | 13F | One Day In July LLC | 18.522 | 1,93 | 871 | 4,19 | ||||
| 2026-05-01 | 13F | Keener Financial Planning LLC | 4.622 | 2,55 | 0 | |||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 373 | 0,27 | 18 | 0,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 21.318 | 1.002 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 48.295 | 1,15 | 2.271 | 113.400,00 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 2.925 | 138 | ||||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 13.251 | 6,82 | 623 | 9,30 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 14.658 | 3.466,42 | 689 | 3.727,78 | ||||
| 2026-05-04 | 13F | Fortress Financial Solutions, LLC | 4.259 | 200 | ||||||
| 2026-04-30 | 13F | Mason & Associates Inc | 18.180 | 2,60 | 829 | 1,84 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 46.383 | 1,94 | 2.181 | 4,21 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 9.270 | 0 | ||||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4.270 | 201 | ||||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 30.724 | 1.445 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 262.028 | 277,11 | 12.321 | 285,72 | ||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 45.308 | 0,13 | 2.130 | 2,40 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 36 | 71,43 | 2 | |||||
| 2026-05-05 | 13F | UBS Group AG | 513.701 | 11,03 | 24.154 | 13,54 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 26.288 | 6,44 | 1.236 | 8,90 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1.024.984 | 46.739 | ||||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 2.830 | 0,96 | 133 | 3,91 | ||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 19.019 | 0,26 | 904 | 3,56 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 34.804 | 0,07 | 1.636 | 2,31 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 1.767 | 0,17 | 83 | 2,47 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 21.143 | 0,38 | 994 | 2,69 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 10.579 | 0,01 | 497 | 2,26 | ||||
| 2026-04-22 | 13F | Traphagen Investment Advisors Llc | 4.316 | 203 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 33.162 | 6,61 | 1.559 | 9,02 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 0 | 0 | ||||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 74.954 | 3.446 | ||||||
| 2026-04-20 | 13F | Dagco, Inc. | 430 | 0,23 | 20 | 5,26 | ||||
| 2026-05-07 | 13F | Centerpoint Advisors, LLC | 675 | 19,68 | 0 | |||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 144.606 | 1,39 | 6.799 | 3,69 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 2.107.110 | 2,06 | 99.076 | 4,37 | ||||
| 2026-05-08 | 13F | Riverwater Partners LLC | 7.995 | 0,06 | 376 | 2,18 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 13.753 | 1,18 | 1 | |||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 1.157.902 | 2,17 | 54.445 | 4,49 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 39.797 | 15,19 | 1.999 | 25,82 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 78.829 | 1.952,84 | 3.707 | 2.005,68 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 17.674 | 14,27 | 831 | 16,88 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 7.881 | 0,10 | 371 | 2,21 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 26.743 | 2,90 | 1.257 | 5,19 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 4.395 | 207 | ||||||
| 2026-05-14 | 13F | JustInvest LLC | 11.415 | 537 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 496 | 23 | ||||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 36.552 | 1,49 | 1.719 | 3,74 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 130 | 0 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 708.994 | 33.337 | ||||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 50.556 | 6,48 | 2.377 | 8,89 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 8.428 | 14,90 | 396 | 17,51 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 77.361 | 3,21 | 3.638 | 5,54 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 721.433 | 4,82 | 33.922 | 7,19 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 5.891 | 1,15 | 277 | 3,37 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 940 | 99,15 | 44 | 109,52 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 38.224 | 26,11 | 1.797 | 29,00 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 608.253 | 4,17 | 28.600 | 6,53 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 454.167 | 2,02 | 20.883 | 4,06 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 182.045 | 6,95 | 8.560 | 9,37 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 46.816 | 2,61 | 2.201 | 3,24 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 50.414 | 26,07 | 2.318 | 28,63 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 308.007 | 0,77 | 14.482 | 3,05 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 147.916 | 14,68 | 6.955 | 17,27 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 77.422 | 3,29 | 3.640 | 5,63 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 18.641 | 9.659,69 | 876 | 10.850,00 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 8.823 | 3,22 | 415 | 5,61 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 12.886 | 0,23 | 606 | 2,37 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 1.876 | 49,96 | 88 | 54,39 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 10.714 | 403 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 11.522 | 1.743,52 | 542 | 1.832,14 | ||||
| 2026-05-15 | 13F | Marquette Associates, Inc. | 30.811 | 15,80 | 1.449 | 18,40 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 10.000 | 81,16 | 470 | 85,77 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 1.194 | 169 | ||||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 4.789 | 225 | ||||||
| 2026-04-09 | 13F | Allodium Investment Consultants, LLC | 13.570 | 638 | ||||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 283.141 | 1,16 | 13.313 | 3,44 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 6.721 | 316 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2.064.849 | 13,23 | 97.089 | 15,80 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 6.225 | 0,18 | 293 | 2,46 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3.454 | 162 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 4.304 | 202 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 19.596 | 3,08 | 921 | 5,38 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 14.444 | 13,67 | 679 | 16,27 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 381.872 | 15,27 | 17.956 | 17,88 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 21.996 | 0,27 | 1.034 | 2,58 | ||||
| 2026-05-14 | 13F | Betterment LLC | 1.789.266 | 0,33 | 84 | 2,44 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 18.653 | 0,82 | 881 | 3,65 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 22.064 | 1.037 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 179 | 8 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 138.384 | 24,29 | 6.377 | 24,58 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 21.123 | 0,29 | 993 | 2,58 | ||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 6.317 | 0,51 | 302 | 4,86 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 10.175 | 0,70 | 478 | 3,02 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 80.270 | 0,15 | 3.774 | 2,42 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 743.837 | 3,28 | 34.975 | 5,62 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 107.468 | 27,91 | 5.507 | 42,53 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 14.134 | 39,95 | 665 | 43,10 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 2 | 0 | ||||||
| 2026-04-14 | 13F | Clean Yield Group | 3.223 | 152 | ||||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 18.262 | 0,99 | 840 | 2,94 | ||||
| 2026-05-05 | 13F | Sherman Asset Management, Inc. | 3.307 | 34,65 | 155 | 38,39 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 67.289 | 6,82 | 3.164 | 9,22 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 13.705 | 5,50 | 644 | 7,87 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 137.059 | 6.968,54 | 6.445 | 7.140,45 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 103.992 | 12,10 | 4.890 | 14,63 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 17.324 | 320,69 | 815 | 330,69 | ||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 30.918 | 6,19 | 1.454 | 8,59 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 6.685 | 2,36 | 314 | 4,67 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 17.638 | 1,25 | 829 | 3,50 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 350 | 16 | ||||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 18.063 | 28,32 | 849 | 31,22 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 9.933 | 8,84 | 467 | 11,46 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 23.659 | 8,02 | 1.112 | 10,43 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 25.481 | 1,35 | 1.198 | 3,72 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 11.672 | 2,52 | 549 | 4,78 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 20.058 | 3,80 | 943 | 6,19 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 291 | 14 | ||||||
| 2026-04-15 | 13F | Weil Company, Inc. | 6.400 | 0,17 | 301 | 2,39 | ||||
| 2026-05-01 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 11.095 | 27,37 | 522 | 30,25 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 14.386 | 676 | ||||||
| 2026-04-30 | 13F | Pearl Planning LLC | 43.298 | 3,21 | 2.036 | 5,55 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 79 | 4 | ||||||
| 2026-05-08 | 13F | AAFCPAs Wealth Management, LLC | 5.819 | 274 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1.598 | 74,26 | 76 | 78,57 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 13.813 | 0,04 | 650 | 2,37 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 4.405 | 207 | ||||||
| 2026-04-23 | 13F | Midwest Financial Partners Investments, Inc. | 43.881 | 0,47 | 2.063 | 2,74 | ||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 6.326 | 0,16 | 297 | 2,41 | ||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 7.488 | 6,74 | 352 | 9,32 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 337 | 16 | ||||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 7.622 | 358 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 28.071 | 11,06 | 1.320 | 13,51 | ||||
| 2026-05-08 | 13F | Weinberger Asset Management, Inc | 8.641 | 59,13 | 406 | 63,05 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 8.211 | 3,54 | 386 | 6,04 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 79 | 8,22 | 4 | 0,00 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 4.282 | 201 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 96.063 | 22,19 | 4.516 | 24,96 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 9.520 | 0,04 | 448 | 2,29 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1.669 | 1.268,03 | 76 | 1.420,00 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 131.796 | 4,91 | 6.197 | 7,29 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 143.519 | 0,22 | 6.748 | 2,49 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 14.131 | 45,89 | 670 | 50,34 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 6.824 | 14,94 | 0 | |||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 4.751 | 0,25 | 223 | 2,76 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 5.126 | 3,18 | 241 | 5,70 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 5.842 | 8,65 | 275 | 10,93 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 62.028 | 2,15 | 2.917 | 4,48 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 99.939 | 4.699 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 5.368 | 15,24 | 252 | 17,76 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 37 | 2 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 17.067 | 1,66 | 809 | 4,93 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 36.347 | 71,33 | 1.709 | 75,28 | ||||
| 2026-05-29 | 13F | Ipsen Advisor Group LLC | 8.512 | 90,38 | 400 | 95,12 | ||||
| 2026-05-13 | 13F | Hill Island Financial Llc | 11.056 | 4,91 | 520 | 7,23 |
