Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF eröffnet haben, gehören Parkside Investments, LLC, Skyview Financial Group LLC, Ethos Financial Group, LLC, Scarborough Advisors, LLC, Beacon Financial Advisory LLC, TCFG Investment Advisors, LLC, Tortuga Wealth Management, Inc, Leo Wealth, LLC, Everest Financial Group LLC, Fisher Asset Management, LLC, Legacy Edge Advisors, LLC, Thompson Siegel & Walmsley Llc, Excelsior Advisor Network LLC, True Wealth Design, LLC, Archetype Wealth Partners, Kingdom Financial Group LLC., Community Financial Services Group, LLC, Anfield Capital Management, LLC, Smallwood Wealth Investment Management, LLC, und SageView Advisory Group, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Family Legacy, Inc. | 305.096 | 2,51 | 5.415 | -0,13 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 572 | 10 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 369.930 | 7,38 | 6.566 | 4,60 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 1.789.032 | 31.755 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 497.762 | 40,31 | 8.836 | 36,70 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 924.872 | 23,32 | 16.416 | 20,14 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 10.202.985 | 7,09 | 181.103 | 4,33 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 77.930 | 6,74 | 1.420 | 6,61 | ||||
| 2026-05-14 | 13F | Integrity Wealth Advisors, Inc. | 695.005 | 4,53 | 12.336 | 1,39 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 64.882 | 18,30 | 1.152 | 15,22 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 17.020.549 | 6,84 | 302.115 | 4,09 | ||||
| 2026-05-15 | 13F | ROI Financial Advisors, LLC | 121.936 | 2,59 | 2.164 | -0,05 | ||||
| 2026-05-06 | 13F | Juno Financial Group LLC | 323.559 | 6,01 | 5.743 | 3,29 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 27.291 | 24,91 | 484 | 21,61 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 18.161 | 40,07 | 322 | 36,44 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.527.949 | 21,95 | 44.871 | 18,81 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 15.730 | 0,29 | 285 | 0,00 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 172 | 177,42 | 3 | 200,00 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 71.765 | 2,63 | 1.274 | -0,08 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 199.061 | 18,77 | 3.533 | 15,72 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 5.170 | 92 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 18.630 | 0,19 | 331 | -2,37 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 730 | 82,04 | 13 | 71,43 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 49.608 | 2,16 | 885 | -0,45 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.378.591 | 1,38 | 25.118 | 104.554,17 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 33.848 | 1,33 | 601 | -1,32 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 5.000 | 89 | ||||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 12.139 | 1,84 | 215 | -0,92 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 5.501 | 598,98 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 162.535 | 13,89 | 2.961 | 13,75 | ||||
| 2026-04-16 | 13F | PMV Capital Advisers, LLC | 11 | 0 | ||||||
| 2026-04-13 | 13F | Gradient Investments LLC | 424.145 | 1,13 | 7.529 | -1,48 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 13.510 | 9,07 | 240 | 6,22 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.997.960 | 6,95 | 35.464 | 4,19 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 696 | 1,46 | 12 | 0,00 | ||||
| 2026-05-07 | 13F | Coastwise Capital Group, LLC | 23.699 | 0,16 | 421 | -2,55 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 10.890 | 193 | ||||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 47.183 | 838 | ||||||
| 2026-05-13 | 13F | Kraematon Investment Advisors, Inc | 55.715 | 1,73 | 989 | -0,90 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1.504.232 | 27,88 | 26.700 | 24,58 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 169.985 | 8,60 | 3.018 | 5,79 | ||||
| 2026-05-15 | 13F | Fmr Llc | 193 | 3 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 3.714 | 66 | -67,66 | |||||
| 2026-05-14 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 13.397 | 238 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 474 | -5,02 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 68.839 | 37,20 | 1.222 | 35,82 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 19.593 | 9,23 | 348 | 6,44 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 86.076 | 6,11 | 1.528 | 3,32 | ||||
| 2026-04-16 | 13F | Security National Bank | 9.995 | 5,68 | 177 | 2,91 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 64.165 | 1.139 | ||||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 635.777 | 10,41 | 11.285 | 7,56 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 459.787 | 2,28 | 8.161 | -0,35 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 440.420 | 1,13 | 7.817 | -1,47 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 10.502 | 186 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 197.969 | 4,82 | 3.514 | 2,09 | ||||
| 2026-04-16 | 13F | Trinity Legacy Partners, LLC | 591.245 | 4,89 | 10.696 | 4,14 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 24.276 | 12,09 | 431 | 9,14 | ||||
| 2026-05-15 | 13F | Excelsior Advisor Network LLC | 11.453 | 203 | ||||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 23.466 | 428 | ||||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 314.874 | 9,67 | 5.589 | 6,84 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 5.112 | 91 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 8.652.282 | 5,44 | 153.578 | 2,72 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 391.211 | 13,91 | 6.944 | 10,98 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 130.062 | 1,55 | 2.309 | -1,07 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 42.308 | 1,19 | 751 | -1,31 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 16.376 | 291 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 19.511 | 41,95 | 346 | 38,40 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 403.225 | 0,19 | 7.157 | -2,39 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 346.152 | 40,26 | 6.144 | 36,65 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 60.980 | 6,53 | 1.082 | 3,84 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 3.444 | 61 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 30.429 | 2,44 | 540 | -0,18 | ||||
| 2026-05-08 | 13F | Aspen Wealth Strategies, LLC | 12.777 | 1,06 | 227 | -1,74 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1.205.823 | 2,57 | 21 | 0,00 | ||||
| 2026-05-15 | 13F | Readystate Asset Management Lp | 59.326 | 9,63 | 1.053 | 6,80 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 668.860 | 17,20 | 11.872 | 13,55 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 184.631 | 6,68 | 3.277 | 3,93 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 1.402 | 31,64 | 25 | 26,32 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 12.055 | 0,27 | 214 | -2,74 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 161.582 | 30,93 | 2.868 | 27,58 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 58.634 | 5,97 | 1.041 | 3,17 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 260.198 | 6,47 | 4.619 | 3,73 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1.651 | 29 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 172.796 | 3.067 | ||||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 40.658 | 3,47 | 722 | 0,84 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1.024.249 | 4,22 | 18.180 | 1,53 | ||||
| 2026-04-06 | 13F | CX Institutional | 1.369 | 1,41 | 0 | |||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 138.325 | 295,28 | 2.455 | 285,40 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 151.554 | 2.690 | ||||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 14.010 | 0,86 | 249 | -1,98 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 850 | 15 | ||||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 10.013 | 178 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 30.516 | 0,76 | 542 | -1,81 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 16.787 | 0 | ||||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 1.514.417 | 11,21 | 26.881 | 8,34 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 877 | 16 | ||||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 3.400 | 0 | ||||||
| 2026-04-15 | 13F | Midwest Heritage Bank, FSB | 475.098 | 20,54 | 8.433 | 17,42 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 573 | 10 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 92.359 | 57,08 | 1.639 | 53,03 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 6.045 | 1,10 | 107 | -0,93 | ||||
| 2026-05-15 | 13F | Note Advisors, LLC | 214.241 | 3.803 | ||||||
| 2026-04-24 | 13F | Center for Wealth Management Advisory | 31.756 | 33,14 | 564 | 29,72 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 28.350 | 5,10 | 503 | 2,44 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 804.883 | 3,60 | 14.287 | 0,93 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 716.495 | 7,52 | 12.718 | 4,74 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 56.919 | 9,63 | 1.038 | 9,39 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 99.426 | 27,55 | 1.765 | 24,14 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 20.706 | 8,65 | 368 | 5,76 | ||||
| 2026-05-12 | 13F | Creative Planning | 157.575 | 3,86 | 2.797 | 1,16 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 145.866 | 2,96 | 2.589 | 0,31 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 428.583 | 2,11 | 7.607 | -0,52 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 206.389 | 150,81 | 3.663 | 144,36 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 88.378 | 6,28 | 1.569 | 3,50 | ||||
| 2026-05-05 | 13F | Seros Financial, LLC | 518.453 | 1,92 | 9.203 | -0,71 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 435.544 | 7.731 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 590 | 11 | ||||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 824 | 15 | ||||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 125.137 | 31,36 | 2.221 | 28,01 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 451.344 | 17,51 | 8.011 | 14,48 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 138.244 | 1,25 | 2.454 | -1,37 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 119 | 1,71 | 2 | 0,00 | ||||
| 2026-04-24 | 13F | Vision Financial Markets Llc | 327 | 1,24 | 6 | 0,00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 2.353.154 | 4,27 | 41.769 | 1,58 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 406.889 | 3,11 | 7.222 | 0,45 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 37.032 | 0,86 | 657 | -1,65 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 14.621 | 260 | ||||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 1.866.242 | 4,82 | 33.126 | 2,11 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 63.321 | 0,21 | 1.124 | -2,43 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 7.527 | 0,60 | 134 | -2,21 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 14.110 | 0,66 | 250 | -1,96 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 31.534 | 6,80 | 560 | 4,10 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 121.666 | 3,03 | 2.160 | 0,37 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 11.568 | 3,58 | 205 | 0,99 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 340.840 | 64,41 | 6.050 | 60,15 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 659 | 1,07 | 12 | 0,00 | ||||
| 2026-02-18 | 13F | Skyview Financial Group LLC | 212.196 | 3.866 | ||||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 1.000 | 18 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 2.425.646 | 4,66 | 43.055 | 1,96 | ||||
| 2026-04-15 | 13F | Mainsail Financial Group, LLC | 400.852 | 191,46 | 7.115 | 184,03 | ||||
| 2026-01-29 | 13F | Comerica Bank | 476.833 | 5,58 | 8.688 | 5,46 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 11.716 | 0,17 | 208 | -2,82 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 206.493 | 1,32 | 3.665 | -1,29 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 99.241 | 7,94 | 1.762 | 5,13 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 26.401 | 48,45 | 469 | 44,44 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 17.837.734 | 6,05 | 316.620 | 3,31 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 12.490 | 0,38 | 222 | -2,21 | ||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 10.511 | 1,40 | 187 | -1,06 | ||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 674.877 | 11.979 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2.964.486 | 14,85 | 52.620 | 11,89 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 377.767 | 4,77 | 6.705 | 1,51 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 85.427 | 1,34 | 1.516 | -1,24 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 659.740 | 5,35 | 11.710 | 2,64 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 32.738 | 581 | ||||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 287 | 131,45 | 0 | -100,00 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 54.096 | 42,77 | 960 | 39,13 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 23.311 | 6,07 | 414 | 3,25 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 24.036 | 18,38 | 427 | 14,82 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 107.938 | 0,98 | 1.923 | -1,23 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1.125.791 | 9,43 | 19.983 | 6,60 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 32.738 | 581 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 850 | 15 | ||||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 190.990 | 3,85 | 3.390 | 1,19 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 42.296 | 751 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 41.238 | 115,75 | 732 | 110,06 | ||||
| 2026-04-24 | 13F | Essex LLC | 56.988 | 7,96 | 1.012 | 5,20 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 289.600 | 5,60 | 5.140 | 2,88 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 39.091 | 10,31 | 694 | 7,44 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 556.769 | 265,53 | 9.883 | 256,11 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 700 | 12 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 183.901 | 2,64 | 3.264 | 0,00 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 213.045 | 12,48 | 3.782 | 9,56 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 4.195 | 97,32 | 74 | 94,74 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 47.240 | 8,69 | 839 | 5,94 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 55.782 | 1,05 | 990 | -1,49 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 1.962.134 | 10,75 | 34.828 | 7,89 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 30.636 | 544 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 51.464 | 10,19 | 913 | 7,41 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 258.159 | 5,53 | 4.582 | 2,80 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 454.311 | 8.064 | ||||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 999.249 | 0,11 | 17.737 | -2,47 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 15.233 | 0,47 | 270 | -2,17 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 17.100 | 304 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 285.818 | 3,84 | 5.073 | 1,18 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 784.275 | 3,64 | 13.921 | 0,96 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 303.300 | 86,31 | 5.384 | 81,49 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 2.686 | 48 | ||||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 467.297 | 4,01 | 8.295 | 1,32 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.239.522 | 4,35 | 22.002 | 1,66 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 744.790 | 11,37 | 13.218 | 8,26 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 12.951 | 230 | ||||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 21.883 | 1,13 | 388 | -1,52 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 5.026.933 | 7,76 | 89.230 | 5,00 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 18.277 | 3,75 | 324 | 1,25 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 64.892 | 78,21 | 1.152 | 73,60 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 536.184 | 6,19 | 9.517 | 3,45 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 19.148 | 5,55 | 340 | 2,73 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 235.270 | 15,37 | 4 | 33,33 | ||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 11.677 | 3,51 | 207 | 0,98 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 1.885.667 | 5,84 | 33.471 | 3,11 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 10.653 | 0,63 | 189 | -1,56 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 23.461 | 18,78 | 0 | |||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 69.930 | 37,51 | 1.241 | 34,02 | ||||
| 2026-04-10 | 13F | Affinity Wealth Management Llc | 1.487.952 | 1,25 | 26.411 | -1,36 | ||||
| 2026-05-15 | 13F/A | Tudor Financial Inc. | 26.435 | 2,82 | 469 | 0,21 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 20.934 | 36,72 | 372 | 33,45 | ||||
| 2026-05-15 | 13F | Pursuit Wealth Strategies, Llc | 28.025 | 1,16 | 497 | -1,39 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 44.472 | 183 | ||||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 27.698 | 94,18 | 492 | 89,58 | ||||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 11.670 | 0 | ||||||
| 2026-05-13 | 13F | GKV Capital Management Co., Inc. | 29 | 1 | ||||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 340.868 | 3,37 | 6.050 | 0,70 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 16.092 | 3,13 | 286 | 0,35 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 40.340 | 14,63 | 1 | |||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 213.218 | 2,84 | 3.785 | 0,19 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 3.705 | 20.483,33 | 66 | -2,99 | ||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 124.129 | 2,86 | 2.203 | 0,23 | ||||
| 2026-05-08 | 13F | Glassy Mountain Advisors, Inc. | 494.765 | 6,50 | 8.782 | 3,76 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 299.448 | 10,14 | 5 | 25,00 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 22.387 | 1,08 | 397 | -1,49 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 18.089 | 321 | ||||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 100.942 | 1.792 | ||||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 16.317 | 46,67 | 290 | 27,88 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 60.651 | 3,92 | 1.077 | 1,22 | ||||
| 2026-04-21 | 13F | Econ Financial Services Corp | 180.142 | 54,15 | 3.198 | 50,16 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 2.686 | 48 | ||||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 47.762 | 20,52 | 848 | 17,31 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 632.533 | 1,08 | 11.227 | -1,64 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 3.923.229 | 1.723,65 | 221 | -94,36 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 477.944 | 8.484 | ||||||
| 2026-05-11 | 13F | Capital Square, LLC | 13.794 | 16,73 | 250 | 15,81 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 3.461.437 | 4,87 | 61.440 | 2,17 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 15.300 | 0,66 | 272 | -1,81 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 204.902 | 0,30 | 3.637 | -2,28 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 98.875 | 1.755 | ||||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 17.074 | 0,41 | 303 | -1,94 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 15.391 | 0,08 | 273 | -2,50 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.317.537 | 10,28 | 23.386 | 7,43 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 472.233 | 1,58 | 8.557 | 0,47 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 37.669 | 7,28 | 664 | 3,76 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 1.667 | 30 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 144.790 | 8,42 | 2.638 | 8,34 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 625.425 | 66,08 | 11.291 | 64,57 | ||||
| 2026-04-16 | 13F | Blue Zone Wealth Advisors, LLC | 11.475 | 2,62 | 204 | 0,00 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 40.165 | 2,41 | 713 | -0,14 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 12.443 | 221 | ||||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 6.719 | 9,81 | 122 | 9,91 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 1.531 | 27 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 478 | 8 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 115.308 | 25,24 | 2.047 | 22,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 650.615 | 20,05 | 11.418 | 15,64 | ||||
| 2026-04-10 | 13F | Ballew Advisors, Inc | 39.405 | 5,15 | 711 | 3,50 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 21.353 | 379 | ||||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 175.213 | 11,52 | 3.110 | 8,63 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 66.082 | 0,17 | 1.173 | -2,41 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2.240.777 | 4,70 | 39.774 | 2,00 |
