Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF eröffnet haben, gehören Alternative Investment Advisors, LLC., Silver Coast Investments LLC, Nearwater Capital Markets, Ltd, Klingenstein Fields & Co Lp, Sonoma Allocations LLC, Wingate Wealth Advisors, Inc., Arista Wealth Management, LLC, MRP Capital Investments, LLC, January Capital Advisors LLC, BetterWealth, LLC, Wiley Bros.-aintree Capital, Llc, Clarion Wealth Managment Partners, LLC, Summit Trail Advisors, Llc, Catalyst Investment Management LLC, Keybank National Association/oh, Citadel Advisors Llc, MOR Wealth Management, LLC, DAVENPORT & Co LLC, IVC Wealth Advisors LLC, und MEMBERS Trust Co .
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.
Upgradezum Freischalten von Premium-Daten.
| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | Brio Consultants, LLC | 50.251 | 17,11 | 2.057 | 32,97 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 3.900 | 149 | ||||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 134.685 | 409,55 | 5.153 | 440,71 | ||||
| 2026-05-15 | 13F | CapitalatWork S.A. | 0 | |||||||
| 2026-01-29 | 13F | Comerica Bank | 39.830 | 10,81 | 1.436 | 10,55 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 411.420 | 2,66 | 15.741 | 8,92 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1.190 | 34,77 | 46 | 45,16 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 99.464 | 45,49 | 3.695 | 49,90 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 111.544 | 73,23 | 4.268 | 83,84 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 40.990 | 25,66 | 1.478 | 25,36 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 666 | 25 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 4.778 | 183 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 83.732 | 700,11 | 3.019 | 698,68 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 17 | 1 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 15.721 | 1,34 | 601 | 7,51 | ||||
| 2026-05-05 | 13F | UBS Group AG | 650.432 | 15,14 | 24.886 | 22,16 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 51.097 | 8,84 | 1.955 | 15,48 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 70.911 | 64,21 | 2.713 | 74,25 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 8.300 | 318 | |||||
| 2026-04-23 | 13F | First Pacific Financial | 192 | 7 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 6.318 | 242 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 14.320 | 200,52 | 516 | 200,00 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 11.547 | 442 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1.374 | 53 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 20.979 | 5,65 | 803 | |||||
| 2026-05-13 | 13F | Mariner, LLC | 195.470 | 22,24 | 7.479 | 29,69 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 305 | 31,47 | 12 | 37,50 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 1.223 | 6,63 | 47 | 12,20 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 1.448 | 1,83 | 55 | 7,84 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 9.833 | 4,99 | 355 | 4,73 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 11.995 | 29,52 | 459 | 37,54 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 544.893 | 0,49 | 20.848 | 6,62 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 720.735 | 16,02 | 27.575 | 23,10 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 159.359 | 4,44 | 5.746 | 4,15 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 0 | 0 | ||||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 49.714 | 26,31 | 1.902 | 34,04 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 7.452 | 1,15 | 285 | 7,55 | ||||
| 2026-05-14 | 13F | Betterment LLC | 43.678 | 2,02 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 35.599 | 19,62 | 1.362 | 26,84 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 67 | -25,00 | ||||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 131.072 | 1,48 | 5.015 | -2,66 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 72 | 3 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 8.662 | 0,94 | 331 | 7,12 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 1.857.268 | 0,18 | 71.059 | 6,29 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 439.715 | 559,36 | 16.823 | 599,79 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 98.447 | 2,65 | 3.767 | 8,94 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 10.170 | 12,74 | 389 | 19,69 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 1.469 | 1.446,32 | 56 | 1.766,67 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 322.910 | 3,68 | 12.355 | 10,01 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 2.152 | 82 | ||||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 38.181 | 24,25 | 1.461 | 31,77 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 416.262 | 17,86 | 17.042 | 20,99 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 6.595 | 238 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 1.458 | 26,23 | 0 | |||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 15.091 | 29,08 | 577 | 37,05 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 14.971 | 2,48 | 590 | 9,07 | ||||
| 2026-05-15 | 13F | Nearwater Capital Markets, Ltd | 66.900 | 2.560 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 9.124 | 199,44 | 349 | 220,18 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 538.388 | 18,89 | 20.599 | 26,14 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 12.133 | 31,13 | 464 | 39,34 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 7.330 | 280 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 69.773 | 1,64 | 2.670 | 7,84 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 130 | 5 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 12.081 | 123,89 | 462 | 138,14 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 270 | 1.400,00 | 10 | |||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 250 | 42,86 | 10 | 50,00 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 453.683 | 2,76 | 17.358 | 9,03 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 1.238 | 47 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 141.174 | 3,76 | 5.386 | 6,32 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 78.517 | 34,66 | 3.004 | 42,91 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 10.910 | 417 | ||||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 168.281 | 10,86 | 6.438 | 17,63 | ||||
| 2026-05-14 | 13F | Elgethun Capital Management | 539.773 | 0,56 | 20.652 | 6,70 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 23 | 1 | ||||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 75.477 | 49,43 | 2.888 | 58,54 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 126.869 | 197,88 | 4.903 | 219,41 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 19.966 | 5,75 | 764 | 12,21 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 26.761 | 15,91 | 1.024 | 22,96 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 1.566 | 57,39 | 0 | |||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 348 | 13 | ||||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 132.683 | 2,69 | 5.076 | 8,95 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 97.247 | 14,95 | 3.721 | 21,97 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 5.460 | 0 | ||||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 328.742 | 12.578 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 8.403 | 0,43 | 303 | 0,33 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 222.078 | 1,58 | 8.497 | 7,78 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 16.232 | 621 | ||||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 40.443 | 10,14 | 1.547 | 16,84 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 501 | 18 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 259.210 | 0,71 | 9.917 | 6,85 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 3.165 | 22,67 | 121 | 30,11 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 77.032 | 25,54 | 2.947 | 33,23 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 5.567 | 213 | ||||||
| 2026-04-13 | 13F | Lee Financial Co | 30.354 | 21,09 | 1.161 | 28,57 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 27.826 | 0,85 | 1.065 | 6,93 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 17.731 | 160,98 | 678 | 156,82 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 104.841 | 0,67 | 4.011 | 6,53 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 136.533 | 11,29 | 5.224 | 18,06 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 513.907 | 8,04 | 19.662 | 14,63 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 131 | 5 | ||||||
| 2026-04-24 | 13F | Keybank National Association/oh | 8.556 | 327 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 3.400 | 7,19 | 130 | 14,04 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 6.351 | 243 | ||||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 2.529 | 0,60 | 97 | 6,67 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 31.064 | 15,00 | 1.189 | 21,97 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 84.464 | 707,11 | 3.232 | 754,76 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 105.889 | 0,26 | 4.051 | 6,38 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 5.576 | 15,28 | 213 | 22,41 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 90.031 | 6,25 | 3.445 | 12,73 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 6.519 | 79,34 | 249 | 90,08 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 39.649 | 5,10 | 1.517 | 11,47 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 573.053 | 7,33 | 21.925 | 13,88 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 20.523 | 27.264,00 | 785 | |||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 347 | 13 | ||||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 70.250 | 1,28 | 2.688 | 7,44 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 12.161 | 16,05 | 465 | 23,34 | ||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 334.560 | 56,95 | 12.800 | 66,54 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 6.448 | 95,81 | 247 | 127,78 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 6.321 | 242 | ||||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 77.333 | 2,10 | 2.959 | 8,31 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 2.226.548 | 10,11 | 85.188 | 16,83 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management, LLC | 178.075 | 2.337,05 | 6.813 | 2.490,49 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 391.905 | 372,44 | 14.994 | 401,30 | ||||
| 2026-04-24 | 13F | Essex LLC | 161.351 | 2,04 | 6.173 | 8,26 | ||||
| 2026-05-12 | 13F | Creative Planning | 207.189 | 24,15 | 7.927 | 31,74 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2.799.303 | 29,76 | 107.101 | 37,67 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 13.564 | 94,08 | 519 | 105,56 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 98.401 | 19,00 | 3.740 | 22,86 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 25.823 | 21,25 | 988 | 28,68 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 7.921 | 6,29 | 303 | 13,06 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 82 | 3 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 510.852 | 40,29 | 19.545 | 48,86 | ||||
| 2026-05-08 | 13F | Capital Developers, LLC | 127.312 | 2,85 | 4.871 | 9,12 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 7.902 | 302 | ||||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 128.694 | 4.924 | ||||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 345.179 | 8,02 | 13.207 | 14,61 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 12.186 | 17,05 | 466 | 54,30 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 141.937 | 6,50 | 5.431 | 12,98 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 17.628 | 130,82 | 713 | 148,08 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 25.677 | 1,31 | 982 | 7,56 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 509.567 | 36,21 | 19.496 | 44,53 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 10.393 | 18,14 | 398 | 25,24 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 16.321 | 31,65 | 624 | 39,29 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 7.328 | 280 | ||||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 63.907 | 2.445 | ||||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 9.150 | 0,68 | 350 | -1,13 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 14.999 | 76,50 | 574 | 87,25 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 29.341 | 1.123 | ||||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 7.983 | 3,54 | 305 | 9,71 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 7.001 | 268 | ||||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 8.142 | 312 | ||||||
| 2026-05-01 | 13F/A | Custom Index Systems, Llc | 89.010 | 27,33 | 3.406 | 35,12 | ||||
| 2026-04-23 | 13F | Balanced Wealth Group Llc | 308.618 | 5,49 | 11.808 | 11,16 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 79.802 | 218,34 | 3.053 | 238,10 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 48.788 | 1.863 | ||||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 379.370 | 1,57 | 14.515 | 7,77 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 95.989 | 0,36 | 3.673 | 6,50 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 3.699 | 142 | ||||||
| 2026-05-08 | 13F | Firestone Capital Management | 21.893 | 0,99 | 838 | 7,17 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 11.977 | 6,19 | 458 | 12,81 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 685 | 88,19 | 26 | 100,00 | ||||
| 2026-05-05 | 13F | Westover Capital Advisors, LLC | 159.685 | 4,02 | 6.110 | 10,37 | ||||
| 2026-05-20 | 13F | January Capital Advisors LLC | 24.156 | 924 | ||||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 433.129 | 0,15 | 16.571 | 6,26 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 95.099 | 4,42 | 4 | 0,00 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 46.400 | 56,76 | 1.775 | 66,35 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 712.019 | 1,90 | 27.242 | 8,11 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 15.864 | 17,73 | 607 | 24,95 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 31.674 | 24,96 | 1.269 | 33,33 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 8.345 | 7,08 | 319 | 13,52 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 197.226 | 22,78 | 7.546 | 30,27 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 43 | 2 | ||||||
| 2026-04-27 | 13F | DB Fitzpatrick & Co, Inc | 1 | 0 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 59.412 | 3,48 | 2.273 | 9,81 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 2.841 | 0,14 | 109 | 5,88 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 5.988 | 229 | ||||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 18.457 | 1,43 | 706 | 7,62 | ||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 563.534 | 24,21 | 21.561 | 31,78 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 5.909 | 1,37 | 226 | 7,62 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 24.195 | 56,30 | 926 | 65,77 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 30.555 | 10,29 | 1.169 | 17,02 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.421.208 | 4,99 | 54.375 | 11,39 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 353.734 | 4,89 | 13.534 | 11,29 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 7.733 | 296 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 4.231 | 83,00 | 162 | 93,98 | ||||
| 2026-05-14 | 13F | MRP Capital Investments, LLC | 25.583 | 979 | ||||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 10 | 0 | ||||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 18.297 | 2,93 | 700 | 9,20 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 63.177 | 0,40 | 2.417 | 6,52 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 73.369 | 0,97 | 2.807 | 7,14 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 5.981 | 229 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 30.724 | 175,45 | 1.175 | 192,29 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 544 | 3,03 | 21 | 5,26 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 13.526 | 7.372,93 | 518 | 8.516,67 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 37 | 1 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.022.318 | 52,46 | 39.114 | 61,76 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 101.713 | 1.348,70 | 3.892 | 1.437,94 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 50.761 | 2,25 | 1.942 | 8,49 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 367.331 | 3,87 | 14.054 | 10,21 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 136.959 | 3,81 | 5.240 | 10,15 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 11.705 | 18,83 | 422 | 18,87 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 32.213 | 1.303 | ||||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 30.092 | 2,44 | 1.151 | 8,69 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 102.427 | 2,37 | 3.919 | 8,62 | ||||
| 2026-04-23 | 13F | Catalyst Investment Management LLC | 8.660 | 353 | ||||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 33.989 | 1.300 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 450.713 | 1,27 | 16.253 | 101.475,00 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1.100 | 42 | ||||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 6.901 | 264 | ||||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 686 | 26 | ||||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 13.030 | 0,70 | 499 | 6,87 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 62.082 | 2.375 | ||||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 66 | 3 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 127.406 | 135,46 | 4.875 | 149,82 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 384 | 15 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 9.513 | 364 | ||||||
| 2026-04-21 | 13F | Abbington Investment Group | 179.260 | 8,63 | 6.859 | 15,26 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 348.345 | 0,78 | 13.328 | 6,93 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 7.736 | 0,61 | 296 | 6,86 | ||||
| 2026-05-08 | 13F | Clarion Wealth Managment Partners, LLC | 9.035 | 346 | ||||||
| 2026-05-14 | 13F | Morningstar Investment Management LLC | 723.788 | 3,27 | 27.692 | 110.668,00 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 124.019.404 | 0,86 | 4.744.982 | 7,02 | ||||
| 2026-05-15 | 13F | Alternative Investment Advisors, LLC. | 156.726 | 5.996 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 11.448 | 8,87 | 438 | 15,57 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 29.186 | 24,03 | 1 | |||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 31.468 | 92,11 | 1.204 | 103,90 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 8.850 | 339 | ||||||
| 2026-04-24 | 13F | BetterWealth, LLC | 11.979 | 458 | ||||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 36.017 | 5,15 | 1.378 | 11,58 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 38.755 | 912,94 | 1.483 | 981,75 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 141 | 5 | ||||||
| 2026-04-27 | 13F | Mosley Wealth Management | 868 | 31 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 108.572 | 2,55 | 4.154 | 8,80 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 332.923 | 6,16 | 12.738 | 12,64 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 228 | 9 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 11.678 | 41,88 | 447 | 50,68 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 5.514 | 211 | ||||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 328 | 13 | ||||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 20.932 | 533,73 | 801 | 572,27 | ||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 171.213 | 6,12 | 6.551 | 12,60 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 2.233 | 176,36 | 85 | 193,10 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 5.314 | 203 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 93.914 | 18,57 | 3.593 | 25,81 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 23.028 | 42,72 | 881 | 51,64 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 1.035 | 40 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1.825 | 22,73 | 70 | 30,19 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 7.501 | 287 |
