Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF eröffnet haben, gehören Arq Wealth Advisors, Llc, IFC & Insurance Marketing, Inc., Capital Group Private Client Services, Inc., Spartan Wealth Advisory Services LLC, GatePass Capital, LLC, Vanguard Advisers Inc, Vanguard National Trust Co, Tiaa-cref Individual & Institutional Services, Llc, MSA Advisors, LLC, First National Trust Co, Everest Financial Group LLC, Zwj Investment Counsel Inc, InTrack Investment Management Inc, Partners in Financial Planning, BetterWealth, LLC, Moors & Cabot, Inc., Arkadios Wealth Advisors, Fountainhead AM, LLC, Investment Planning Advisors, Inc., und Indivisible Partners .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 813.606 | 22.659 | ||||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 13.545 | 9,87 | 377 | 12,54 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 1.047.751 | 1,11 | 29.180 | 3,49 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 6.300.154 | 3,07 | 175.459 | 5,49 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 882.278 | 5,47 | 24.571 | 7,95 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 203.798 | 0,44 | 5.676 | 2,79 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1.256.720 | 4,18 | 34.985 | 6,57 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.498.468 | 5,49 | 39.887 | 6,77 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 151.291 | 1,54 | 4.213 | 3,92 | ||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 9.368 | 273 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 214.229 | 180,84 | 5.966 | 187,52 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 1.823 | 0,05 | 51 | 2,04 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 318.893 | 13,13 | 9 | 14,29 | ||||
| 2026-04-06 | 13F | CX Institutional | 500 | 390,20 | 0 | |||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 46.452 | 184,06 | 1.294 | 191,22 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 119.620 | 3.331 | ||||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 14.627 | 407 | ||||||
| 2026-05-07 | 13F | Coastwise Capital Group, LLC | 12.609 | 0,41 | 351 | 2,93 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 2.643 | 2,20 | 74 | 4,29 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 103.441 | 0,63 | 2.881 | 2,97 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 141 | 4 | ||||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 9.992 | 278 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.664 | 45 | ||||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 51.224 | 1.427 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 47.874 | 1,25 | 1.333 | 3,65 | ||||
| 2026-05-13 | 13F | Boulay Financial Advisors, LLC | 9.567.867 | 4,84 | 266.465 | 7,30 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 113.083 | 3,88 | 3.149 | 6,35 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 167 | 2,45 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 184.641 | 3,84 | 5.142 | 6,28 | ||||
| 2026-05-14 | 13F | Betterment LLC | 82.460 | 141,03 | 2 | |||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 2.178.555 | 8,20 | 60.673 | 10,74 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 35.388 | 7,11 | 986 | 9,69 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 62.257 | 28,02 | 1.734 | 30,99 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 39.040 | 39,38 | 1.087 | 42,65 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 249 | 7 | ||||||
| 2026-05-11 | 13F | Haverford Trust Co | 900.180 | 2,92 | 25.070 | 5,34 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 652.918 | 2,78 | 18.184 | 5,20 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 11.686 | 318 | ||||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 156.749 | 23,49 | 4.365 | 26,41 | ||||
| 2025-12-16 | 13F | Emergent Wealth Advisors, LLC | 0 | 0 | ||||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 1.594.298 | 1,12 | 44.401 | 3,50 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 137.409 | 0,12 | 3.739 | 3,57 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 65.507 | 26,89 | 1.782 | 31,32 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 1.702.554 | 29,29 | 47.416 | 32,34 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 169.260 | 0,11 | 4.714 | 2,46 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 383.541 | 10.682 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 11.940 | 0,23 | 333 | 2,47 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 7.888 | 220 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 67.238 | 11,31 | 1.873 | 13,94 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 10.577 | 5,09 | 295 | 7,69 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 108.898 | 0,98 | 3.033 | 3,34 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 113.931 | 41,29 | 3.100 | 46,23 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 43.547 | 1,71 | 1.213 | 4,03 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 74.367 | 18,93 | 2.071 | 21,75 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 13.458 | 1,53 | 375 | 3,89 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 22.069 | 41,08 | 615 | 44,47 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 13 | 0 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 71.003 | 38,63 | 1.977 | 41,92 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 7.296 | 203 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.458 | 41 | ||||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 228.662 | 7,85 | 6.368 | 10,38 | ||||
| 2026-05-11 | 13F | Timmons Wealth Management, LLC | 423.721 | 2,88 | 11.801 | 5,29 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 67.369 | 123,71 | 1.876 | 129,06 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 9.874 | 275 | ||||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 1.929 | 54 | ||||||
| 2026-04-16 | 13F | Solitude Financial Services | 935.707 | 1,88 | 27.145 | 8,62 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 768.156 | 2,98 | 21.393 | 5,40 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 179.386 | 20,29 | 4.996 | 23,12 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 70.689 | 2,37 | 1.969 | 4,79 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 163.487 | 71,83 | 4.553 | 75,93 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 313.460 | 113,40 | 8.561 | 114,21 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 518 | 14 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 70.728 | 4,81 | 1.970 | 7,24 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 8.425.671 | 4,94 | 234.655 | 7,41 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 33.975 | 12,09 | 946 | 14,81 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 666 | 19 | ||||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 7.260 | 202 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 3.891.438 | 2,87 | 108.377 | 5,29 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 420 | 0 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 12.652 | 20,61 | 353 | 23,86 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 52.784 | 9,71 | 1.470 | 12,30 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 30.918 | 691,55 | 861 | 712,26 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 2.248 | 0,31 | 63 | 1,64 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 105.539 | 1,13 | 2.939 | 3,52 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 563.449 | 1,96 | 15.692 | 4,36 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 637.515 | 603,01 | 17.755 | 619,66 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 1.532 | 7,43 | 43 | 10,53 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 264.710 | 7.372 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 8.898 | 248 | ||||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 36.080 | 0,41 | 1.005 | 2,76 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 62.929 | 7,23 | 1.753 | 9,77 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 615.116 | 7,15 | 17.131 | 9,67 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 116.986 | 82,04 | 3.258 | 86,38 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 7.510 | 209 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 5.199 | 0,06 | 145 | 2,13 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 2.286 | 64 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3.144.222 | 0,43 | 87.567 | 2,79 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 219.974 | 9,19 | 6.126 | 11,77 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 521.499 | 6,22 | 14.524 | 8,71 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 9.908 | 276 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 27.495.487 | 28,52 | 765.687 | 31,54 | ||||
| 2026-05-12 | 13F | Creative Planning | 2.169.172 | 2,24 | 60.411 | 4,64 | ||||
| 2026-05-08 | 13F | Allen Wealth Management, Llc | 962.107 | 4,70 | 26.795 | 7,16 | ||||
| 2026-05-08 | 13F | Bristlecone Value Partners, LLC | 375.200 | 4,10 | 10.449 | 6,56 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 411.084 | 1,14 | 11.449 | 3,52 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 9.370.273 | 2,07 | 260.962 | 4,48 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 29.575 | 0,19 | 824 | 2,49 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 150.000 | 4.178 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 121.637 | 172,91 | 3.388 | 179,46 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 11.165 | 10,09 | 311 | 12,73 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 28.094 | 0,64 | 782 | 3,03 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2.024.776 | 4,53 | 56.390 | 6,99 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 45.548 | 6,94 | 1.269 | 9,50 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 93.876 | 58,72 | 2.614 | 62,46 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 189.211 | 0,08 | 5.270 | 2,43 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 449.824 | 5,65 | 12.528 | 8,13 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 8.819 | 0,36 | 245 | 2,51 | ||||
| 2026-05-13 | 13F | Roger Wittlin Investment Advisory, LLC | 12.642 | 0,41 | 352 | 2,92 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 149 | 4 | ||||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 48.208 | 18,66 | 1.343 | 21,45 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 19.657 | 46,07 | 547 | 49,45 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 39.043 | 1.087 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 2.175.364 | 17,72 | 61 | 20,00 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 8.737 | 243 | ||||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 741.202 | 0,50 | 20.642 | 2,87 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 888.910 | 2,22 | 24.756 | 4,63 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2.224 | 63,77 | 62 | 69,44 | ||||
| 2026-05-12 | 13F | Channel Wealth Llc | 15.062 | 0,02 | 419 | 2,44 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 29.749 | 1,01 | 1 | |||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 29.031 | 3,50 | 809 | 5,90 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 308.870 | 15,23 | 8.602 | 17,95 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 19.602 | 0,05 | 546 | 2,25 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 22.961 | 4.232,26 | 639 | 4.464,29 | ||||
| 2026-04-10 | 13F | Novem Group | 223.227 | 32,12 | 6.217 | 35,22 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 28.407 | 3,72 | 791 | 6,17 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 19.102 | 45,35 | 532 | 49,02 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 21.231 | 2,04 | 591 | 4,42 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 37.967 | 1,34 | 1.057 | 3,73 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 21.374 | 1,04 | 595 | 3,48 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 1.138.243 | 2,52 | 31.700 | 4,93 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 180.450 | 10,90 | 5.026 | 13,51 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 20.441 | 11,83 | 569 | 14,49 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 13.457 | 2,91 | 375 | 5,35 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 927.402 | 4,55 | 27.386 | 10,65 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 6.622.443 | 28,49 | 184.435 | 31,51 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 18.410 | 0,77 | 513 | 3,02 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 35.801 | 42,71 | 997 | 40,62 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 111.013 | 1,87 | 3.098 | 4,49 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 381.483 | 10.624 | ||||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 1.608 | 0 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 870 | 24 | ||||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 207.036 | 2,38 | 5.766 | 4,78 | ||||
| 2026-04-28 | 13F | Strata Wealth Advisors, LLC | 594.200 | 7,25 | 16.548 | 9,77 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 140.123 | 32,77 | 3.902 | 35,91 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 1.421 | 0,35 | 40 | 2,63 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 372 | 10 | ||||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 6.932 | 201 | ||||||
| 2026-05-15 | 13F | Aufman Associates Inc | 678.694 | 18,11 | 18.902 | 20,89 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 4.671.904 | 0,11 | 130.113 | 2,47 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 11.325 | 4,45 | 315 | 6,78 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 1.316 | 161,11 | 37 | 176,92 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 19.327 | 538 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 9.989 | 0,02 | 278 | 2,58 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 28.906 | 805 | ||||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 481.843 | 7,88 | 13 | 8,33 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 15.191 | 25,89 | 423 | 28,96 | ||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 9.287 | 0,23 | 259 | 2,38 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 24.449 | 122,22 | 681 | 127,42 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 7.903 | 220 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 157.807 | 37,49 | 4.398 | 40,83 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 7.285 | 203 | ||||||
| 2026-05-08 | 13F | Urban Financial Advisory Corp | 1.078.214 | 35,77 | 30.028 | 38,97 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 544.387 | 22,05 | 15.161 | 24,93 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 316.570 | 5,37 | 8.816 | 7,85 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 81.804 | 1,22 | 2.278 | 3,64 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 12.071 | 336 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 10.839 | 5,20 | 302 | 7,50 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1.725 | 442,45 | 0 | |||||
| 2026-05-13 | 13F | Franklin Resources Inc | 15.199 | 4,14 | 423 | 6,55 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 84.475 | 5,19 | 2.299 | 8,81 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 217.446 | 3,54 | 6.056 | 5,97 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 585.044 | 20,57 | 16.293 | 23,41 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 548.912 | 42,19 | 15.287 | 45,54 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 100.547 | 0,10 | 2.800 | 2,45 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 1.842 | 50 | ||||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 84.288 | 7,52 | 2.347 | 10,03 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 3.393 | 9,59 | 94 | 11,90 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 20.039 | 1.209,74 | 558 | 1.260,98 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 14.212 | 0,16 | 396 | 2,33 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 83.755 | 5,82 | 2.123 | 6,26 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 48.046 | 6,60 | 1.338 | 9,14 | ||||
| 2026-05-08 | 13F | Equity Wealth Partners, LLC | 454.730 | 13,26 | 12.664 | 15,93 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 18.470 | 47,68 | 1 | |||||
| 2026-04-20 | 13F | White Pine Investment CO | 605.014 | 2,60 | 17 | 0,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 351.073 | 2,43 | 9.777 | 4,84 | ||||
| 2026-04-24 | 13F | Legend Financial Advisors, Inc. | 382.602 | 0,05 | 10.655 | 2,41 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 7.377 | 223 | ||||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 1.127.401 | 31.398 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 448.705 | 18,11 | 12.286 | 18,84 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 1.318 | 0,38 | 37 | 2,86 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 159.284 | 36,30 | 4.436 | 39,54 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 67.871 | 0,41 | 1.890 | 2,77 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 24.940 | 41,01 | 695 | 44,28 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 9.188 | 19,22 | 256 | 22,01 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 11.904 | 9,49 | 332 | 12,20 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 39.450 | 11,97 | 1.099 | 14,61 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 3.684 | 103 | ||||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 2.996 | 0,44 | 83 | 2,47 | ||||
| 2026-05-11 | 13F | Stillwater Wealth Management Group | 156.852 | 58,48 | 4.368 | 62,26 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 32.187 | 896 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 516.215 | 13,28 | 14.377 | 15,94 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 71.017 | 138,37 | 1.978 | 144,07 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 28.436 | 199,96 | 1 | |||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 780 | 22 | ||||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 46.642 | 1.299 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 89.157 | 0,82 | 2.483 | 6,80 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 97.047 | 2.703 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 10.690 | 0,44 | 298 | 2,77 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 44.479 | 157,03 | 1.239 | 163,40 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 25.364 | 1,57 | 706 | 3,98 | ||||
| 2026-04-16 | 13F | VVR Holdings LLC | 643.199 | 1,39 | 17.913 | 3,78 | ||||
| 2026-04-28 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 20.908 | 20,97 | 582 | 23,83 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 166.819 | 27,39 | 4.646 | 30,37 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1.011 | 28 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 11.235 | 1,76 | 313 | 4,00 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 8.480 | 0,04 | 236 | 2,61 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 688.232 | 4,73 | 19.167 | 7,19 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 16.667 | 464 | ||||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 704 | 20 | ||||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 1.500.003 | 1,40 | 41.775 | 3,78 | ||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 74.801 | 0,01 | 2.083 | 2,36 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 10.747 | 526 | ||||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 5.311 | 148 | ||||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 17.576 | 19,39 | 489 | 22,25 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 144.819 | 2,57 | 4.033 | 5,00 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 8.960 | 0,01 | 250 | 2,47 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 19.445 | 16,11 | 542 | 18,90 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 75.944 | 117,69 | 2.115 | 122,87 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 13.946 | 7,19 | 388 | 9,60 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 38.786 | 84,46 | 1.080 | 88,81 | ||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 370.631 | 4,74 | 10.322 | 7,21 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 238.448 | 3,56 | 6.641 | 6,00 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 13.617 | 4,82 | 379 | 7,37 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1.696.212 | 8,56 | 51.209 | 15,89 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 43.391 | 160,17 | 1.208 | 166,67 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 3.107 | 155.250,00 | 87 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 5.436.335 | 4,10 | 151.402 | 6,55 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 11.546 | 322 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 11.782 | 328 | ||||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 15.675 | 437 | ||||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 39.695 | 8,08 | 1.106 | 10,61 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 43.406 | 0,01 | 1.245 | 3,75 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 9.286 | 259 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 8.557 | 238 | ||||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 293.128 | 3,07 | 8.146 | 5,26 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 1.465.255 | 7,11 | 40.807 | 9,63 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 127.177 | 1.073,33 | 3.542 | 1.104,42 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 5.825.215 | 13,08 | 162.232 | 15,74 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 19.175 | 5,85 | 534 | 8,54 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 15.666 | 1,38 | 436 | 3,81 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 170.866 | 7,84 | 4.649 | 11,57 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 30.352 | 170,30 | 845 | 177,05 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 753 | 21 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 20.250 | 564 | ||||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 53.740 | 0,40 | 1.497 | 2,75 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 14.645 | 84,70 | 408 | 89,30 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 3.497 | 95 | ||||||
| 2026-05-12 | 13F | Jeter Robert S II | 8.604 | 261 | ||||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2.093 | 0,43 | 58 | 3,57 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 497.884 | 47,68 | 13.866 | 51,16 | ||||
| 2026-05-15 | 13F | Gross & Hartman Investments LLC | 301.018 | 6,90 | 8.383 | 9,42 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 60.409 | 0,43 | 1.686 | 3,06 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 415.305 | 17,86 | 11.566 | 20,64 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 18.121 | 3,83 | 505 | 6,33 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 68.413 | 2,08 | 1.905 | 4,50 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 159.235 | 3,56 | 4.435 | 6,00 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 121.403 | 15,25 | 3.381 | 17,97 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 361 | 10 | ||||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 5.988 | 167 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 649.070 | 22,56 | 18.077 | 25,44 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 13.571 | 0,19 | 378 | 2,45 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 65.555 | 0,10 | 1.826 | 2,47 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 151.966 | 6,71 | 4.232 | 9,24 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 382.404 | 26,18 | 10.650 | 29,14 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 49.343 | 7,85 | 1.374 | 10,45 | ||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 191.609 | 59,49 | 5.336 | 63,23 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 7.392 | 0,01 | 206 | 1,99 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 131.337 | 0,94 | 3.658 | 3,31 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 16.848 | 1,18 | 469 | 3,53 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 15.772 | 16,21 | 439 | 18,97 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 365.247 | 7,45 | 10.172 | 9,98 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 72 | 2 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 25.994 | 9,90 | 724 | 12,44 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 2.073.839 | 57.756 | ||||||
| 2026-05-12 | 13F | Hrc Wealth Management, Llc | 32.132 | 0,56 | 895 | 2,88 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 603.952 | 2,55 | 16.820 | 4,96 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 672.060 | 59,59 | 18.717 | 63,34 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 198.002 | 15,44 | 5.514 | 18,17 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 11.847 | 0,41 | 330 | 2,49 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 191.643 | 21,29 | 5.337 | 24,15 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 7.941 | 102,06 | 221 | 108,49 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 15.371 | 77,86 | 428 | 82,13 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 8.334 | 232 | ||||||
| 2026-05-15 | 13F | Destination Wealth Management | 21.872 | 12,79 | 609 | 15,56 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 12.454.472 | 50,20 | 346.857 | 53,74 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 24.777 | 5,94 | 690 | 8,49 | ||||
| 2026-05-12 | 13F | Kuhn & Co Investment Counsel | 45.507 | 8,69 | 1.267 | 11,24 | ||||
| 2026-04-27 | 13F | Burford Brothers, Inc. | 14.574 | 0,39 | 406 | 2,53 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 27.659 | 0,81 | 770 | 3,22 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 331.660 | 0,32 | 9.237 | 2,68 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 14.192 | 395 | ||||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 555 | 15 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 31.342 | 0,37 | 873 | 2,71 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 52.552 | 0,01 | 1.464 | 2,38 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 375.907 | 2,44 | 10.469 | 4,85 | ||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 105.806 | 4,45 | 2.947 | 6,89 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 9.624 | 13,76 | 268 | 16,52 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 12.650 | 16,40 | 352 | 19,32 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 26.350 | 9,56 | 734 | 12,08 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 120.471 | 1,64 | 3.355 | 111.733,33 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 89.522 | 2.493 | ||||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 959 | 26 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 26.102 | 10,94 | 727 | 13,44 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 41.338 | 65,29 | 1.151 | 69,26 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 268 | 7 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 1.105.098 | 20,52 | 30.777 | 23,36 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 24.442 | 0,11 | 1 | |||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 28.919 | 161,85 | 805 | 168,33 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 7.369 | 0,40 | 205 | 3,02 | ||||
| 2026-05-15 | 13F | MSA Advisors, LLC | 20.952 | 584 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 10.924 | 304 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 392.060 | 3,12 | 10.919 | 5,55 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 586 | 0,17 | 16 | 6,67 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 2.683.602 | 1,30 | 74.738 | 3,69 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 1.500 | 42 | ||||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 675.288 | 0,50 | 18.807 | 2,86 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 776.713 | 1,04 | 21.631 | 3,41 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 50.175 | 1,45 | 1.397 | 3,87 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 9.606 | 8,08 | 261 | 12,02 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 166.819 | 27,39 | 4.646 | 30,37 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 5.438 | 1,08 | 151 | 3,42 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 419.422.622 | 1,45 | 11.680.920 | 3,83 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 288 | 8 | ||||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 17.498 | 10,54 | 487 | 13,26 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 4.208 | 0,62 | 117 | 3,54 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 13.904 | 387 | ||||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 48.309 | 2,72 | 1.345 | 5,16 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 119.602 | 0,01 | 3.331 | 2,34 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 429.428 | 5,02 | 11.960 | 7,50 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 35.210 | 291,48 | 981 | 301,64 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 109.100 | 3.038 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 2.912 | 0,28 | 81 | 2,53 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 954.774 | 22,47 | 26.590 | 25,35 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 10.173 | 15,41 | 283 | 18,41 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 359.192 | 2,59 | 10.003 | 5,01 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 9.360 | 278 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 21.715 | 3,30 | 605 | 5,59 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 17.738 | 32,48 | 494 | 30,69 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 152.815 | 18,62 | 4.256 | 21,40 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 89 | 2 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 705.882 | 14,56 | 19.659 | 17,25 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 422 | 0,48 | 12 | 0,00 | ||||
| 2026-05-07 | 13F | Next Capital Management LLC | 128.008 | 6,46 | 3.565 | 8,99 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 1.914.777 | 4,97 | 53.327 | 7,44 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 409.100 | 0,00 | 11.393 | 2,35 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 32.285 | 36,97 | 878 | -39,82 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 7.301 | 203 | ||||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 3.987 | 111 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 87.404 | 120,16 | 2.434 | 125,37 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 394.397 | 17,37 | 10.984 | 20,12 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 26.725 | 0,37 | 744 | 2,76 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 35.995 | 182,31 | 1.002 | 189,60 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 61.975 | 39,53 | 1.726 | 42,80 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 8.720 | 0 | ||||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 3.375 | 94 | ||||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 7.727 | 0,19 | 215 | 2,87 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 742.041 | 3,70 | 20.666 | 6,14 | ||||
| 2026-04-27 | 13F | Directional Asset Management | 56.296 | 0,40 | 1.568 | 2,75 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 37.643 | 1.048 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 150.800 | 0,57 | 4.103 | 0,59 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 961.046 | 3,72 | 26.765 | 6,16 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 23.542 | 10,24 | 656 | 12,74 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 21.753 | 2,90 | 606 | 5,22 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 40.300 | 49,84 | 1.122 | 53,49 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 127.507 | 5,42 | 3.551 | 7,90 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 3.369 | 102 | ||||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 236.154 | 2,92 | 6.577 | 5,33 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 14.858 | 0,36 | 414 | 2,74 | ||||
| 2026-05-07 | 13F | First National Trust Co | 20.860 | 581 | ||||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 7.826 | 0,36 | 218 | 2,36 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 17.403 | 0,03 | 485 | 2,33 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 273.605 | 11,53 | 7.620 | 14,14 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 57.862 | 1,31 | 1.611 | 3,67 | ||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 228.266 | 0,16 | 6.357 | 2,52 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 13.916 | 84,34 | 388 | 88,78 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 602 | 0,33 | 17 | 0,00 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 701 | 20 | ||||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 346.925 | 4,11 | 9.662 | 6,56 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 1.278 | 36 | ||||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 22.411 | 14,21 | 624 | 17,07 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 24.691 | 4,61 | 688 | 7,01 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 7.924 | 0,41 | 221 | 2,80 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 377.494 | 4,77 | 11 | 11,11 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 12.861 | 358 | ||||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 1.092 | 30 | ||||||
| 2026-05-01 | 13F | Platt Wealth Management LLC | 36.443 | 10,50 | 1 | |||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 734.136 | 4,05 | 20.446 | 6,50 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 327.868 | 4,49 | 9.131 | 6,96 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 2.371.188 | 0,63 | 66.038 | 2,99 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 10.225 | 9,29 | 285 | 11,81 | ||||
| 2026-05-04 | 13F | Wealth Forward, LLC | 561.949 | 2,46 | 15.650 | 4,86 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 65.072 | 10,13 | 1.812 | 12,76 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 13.482 | 1,64 | 375 | 4,17 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 12.412 | 1,95 | 346 | 4,23 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 53.703 | 153,94 | 1.496 | 160,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 2.629.717 | 4,00 | 73.238 | 6,44 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 6.979 | 103,35 | 190 | 133,33 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 30.650 | 1,31 | 854 | 3,65 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 1.006.825 | 23,98 | 28.040 | 26,90 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 14.600 | 0,23 | 407 | 2,53 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 22.545 | 0,23 | 628 | 2,45 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 8.640 | 0,41 | 241 | 2,56 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 14.288 | 398 | ||||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 494.636 | 7,82 | 13.776 | 10,35 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 149.389 | 27,14 | 4.065 | 31,52 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 2.494.669 | 1,33 | 69.477 | 3,72 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 60.896 | 17,28 | 1.696 | 20,04 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 14.161 | 0,32 | 394 | 2,60 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 3.218.779 | 3,51 | 89.643 | 5,94 | ||||
| 2026-04-09 | 13F | Yanni & Associates Investment Advisors, LLC | 171.751 | 2,18 | 4.783 | 4,59 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 25.449 | 169,53 | 709 | 176,56 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 645 | 19 | ||||||
| 2026-05-12 | 13F | Safe Harbor Family Capital, LLC | 145.345 | 15,22 | 4.048 | 17,92 |
