Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund eröffnet haben, gehören Baer Investment Advisory LLC, TCFG Investment Advisors, LLC, Spartan Wealth Advisory Services LLC, Accretive Wealth Partners, LLC, Novem Group, Skyview Financial Group LLC, Kapstone Financial Advisors LLC, Sanibel Captiva Trust Company, Inc., Tiaa-cref Individual & Institutional Services, Llc, Oak Barrel Wealth Advisory LLC, Hershey Financial Advisers, LLC, Axiom Investment Management LLC, Platt Wealth Management LLC, Tortuga Wealth Management, Inc, Private Wealth Asset Management, LLC, Allspring Global Investments Holdings, LLC, Vanguard Advisers Inc, Crews Bank & Trust, Golden State Equity Partners, und Silver Grove Financial Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 179.708 | 7,99 | 8.452 | 10,21 | ||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 15.699 | 1,29 | 738 | 3,36 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 41.272 | 1,51 | 1.958 | 0,57 | ||||
| 2026-05-15 | 13F | Variant Private Wealth, LLC | 5.802 | 0,35 | 273 | 2,26 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 18.472 | 2,00 | 869 | 4,08 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 41.041 | 1,08 | 1.930 | 3,21 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 4.878 | 3,63 | 229 | 6,02 | ||||
| 2026-04-10 | 13F | Novem Group | 11.689 | 550 | ||||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 8.793 | 414 | ||||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 146.006 | 1,62 | 6.867 | 3,72 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 8.903 | 3,20 | 419 | 5,29 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 103.786 | 0,87 | 4.881 | 2,95 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 12.592 | 2,59 | 592 | 4,78 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 77.243 | 13,97 | 3.633 | 17,54 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 197 | 9 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 78.237 | 7,73 | 3.679 | 9,95 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 40.854 | 1,51 | 1.921 | 3,61 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 15.692 | 1,63 | 738 | 3,80 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 30.635 | 9,78 | 1.441 | 12,06 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 398.372 | 45,92 | 18.461 | 46,75 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 12.988 | 0,48 | 611 | 2,35 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 86.465 | 0,15 | 4.067 | 2,21 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 483.139 | 3,01 | 22.722 | 5,14 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 58 | 3 | ||||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 33.386 | 1.570 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 13.536 | 96,57 | 637 | 100,63 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 4.552 | 1,61 | 214 | 3,88 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 43.796 | 1,26 | 2.060 | 3,31 | ||||
| 2026-04-16 | 13F | Security National Bank | 823 | 39 | ||||||
| 2026-05-14 | 13F | Prudential Plc | 9.300 | 437 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 106.883 | 97,36 | 5.027 | 101,44 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 7 | 0,00 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 202 | 106,12 | 10 | 125,00 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 19.770 | 3,38 | 930 | 5,45 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 1.048 | 0,48 | 49 | 2,08 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 182.125 | 532,97 | 8.565 | 546,42 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 18.373 | 864 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 100 | 0 | ||||||
| 2026-05-14 | 13F | Virtu Financial LLC | 110.623 | 40,03 | 5 | 66,67 | ||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 4.730 | 218 | ||||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 5.159 | 238 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 124.330 | 2,85 | 5.847 | 4,97 | ||||
| 2026-05-06 | 13F | WealthTrust Asset Management, LLC | 5.478 | 258 | ||||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 102.601 | 2,48 | 4.825 | 4,60 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 148 | 7 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 229.722 | 3,46 | 10.804 | 5,59 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 3.272.443 | 15,62 | 153.903 | 18,00 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 400 | 0 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 14.284 | 6,11 | 672 | 8,23 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 224.600 | 10.563 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 1.140 | 75,12 | 54 | 82,76 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4.812 | 9,96 | 226 | 12,44 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 1.483 | 218,24 | 70 | 228,57 | ||||
| 2026-05-15 | 13F | Fmr Llc | 82.238 | 1,12 | 3.868 | 3,20 | ||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 86.042 | 2,28 | 4.047 | 4,39 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 7.691 | 362 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 5.358 | 252 | ||||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 26.360 | 77,74 | 1.240 | 81,41 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 9.634 | 2,91 | 453 | 5,10 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 70.789 | 3,14 | 3.329 | 5,28 | ||||
| 2026-04-30 | 13F | Cherry Creek Investment Advisors, Inc. | 173.179 | 4,21 | 8.145 | 6,36 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 12.971 | 610 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 36.423 | 1,21 | 1.713 | 3,26 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 11.731 | 10,88 | 552 | 13,14 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 50.976 | 2.397 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 74.133 | 0,08 | 3.486 | 2,14 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 224.953 | 80,96 | 10.580 | 84,69 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 18.378 | 15,19 | 864 | 17,55 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 546.709 | 0,59 | 26 | 0,00 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 8.010 | 5,31 | 375 | 6,23 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 250.591 | 0,71 | 11.785 | 2,79 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 500 | 24 | ||||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 356.142 | 5,45 | 16.749 | 7,63 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 2.683 | 108,47 | 124 | 108,47 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 15.700 | 1,80 | 732 | 2,96 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 379.923 | 174,06 | 17.868 | 179,74 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 6.319 | 0,13 | 297 | 2,41 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 124.035 | 0,28 | 5.872 | 2,95 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 216.419 | 3,23 | 10.178 | 5,36 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 64.750 | 5,37 | 3 | 50,00 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 156.810 | 0,16 | 7.375 | 2,22 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 300 | 14 | ||||||
| 2026-05-13 | 13F | Keystone Financial Group | 34.452 | 13,57 | 1.621 | 16,03 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 13.356 | 12,14 | 1 | |||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 8.240 | 0,26 | 388 | 2,38 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 9.255 | 2,99 | 435 | 1,64 | ||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 17.593 | 2,02 | 827 | 4,16 | ||||
| 2026-04-24 | 13F | Center for Wealth Management Advisory | 173.866 | 2,23 | 8.177 | 4,34 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 489 | 23 | ||||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 25.363 | 0,23 | 1.193 | 2,23 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 9.223 | 0,30 | 425 | -0,24 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 9.392 | 0,41 | 442 | 2,32 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 44.873 | 18,78 | 2.110 | 21,26 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 307.314 | 1,36 | 14.459 | 3,25 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 5.950 | 26,81 | 280 | 29,17 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 245 | 0,41 | 12 | 0,00 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 2.550 | 120 | ||||||
| 2026-02-18 | 13F | Skyview Financial Group LLC | 11.574 | 533 | ||||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 413 | 19 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 60.630 | 1,30 | 2.851 | 3,37 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 8.771 | 0,90 | 412 | 3,00 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 34.846 | 2,49 | 1.639 | 4,60 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 425 | 20 | ||||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 5.353 | 1,52 | 252 | 3,72 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 117 | 5 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 86.423 | 14,91 | 3.982 | 14,52 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 105 | 5 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 13.046 | 7,64 | 1 | |||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 279.941 | 4,80 | 13.194 | 7,18 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 4.777 | 0,38 | 225 | 2,28 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 5.159 | 9,86 | 243 | 12,04 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 1.094 | 51 | ||||||
| 2026-05-04 | 13F | Copia Wealth Management | 347 | 16 | ||||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 10.645 | 501 | ||||||
| 2026-04-23 | 13F | Next Level Private LLC | 72.840 | 0,38 | 3.426 | 2,45 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 14.527 | 0,55 | 683 | 2,71 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 4.923 | 232 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 11.435 | 0,21 | 538 | 2,29 | ||||
| 2026-04-21 | 13F | Main Line Retirement Advisors, LLC | 22.557 | 0,35 | 1.061 | 2,42 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 25 | 1 | ||||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 8.348 | 0,29 | 393 | 2,35 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 72.481 | 10,87 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 495.155 | 11,56 | 23.287 | 13,86 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 6.037 | 0,25 | 284 | 2,17 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 6.849 | 2,76 | 322 | 4,89 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 10.554 | 8,50 | 496 | 10,71 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 494.262 | 2,32 | 23.245 | 4,43 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 500 | 24 | ||||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 31.759 | 0,46 | 1.494 | 2,54 | ||||
| 2026-05-12 | 13F | Benson Wealth Management INC | 6.713 | 0,01 | 316 | 1,94 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 6.059 | 0,18 | 285 | 2,16 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 12.337 | 6,59 | 580 | 8,82 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 271.316 | 3,36 | 12.760 | 5,50 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 38.867 | 1.828 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 38.049 | 0,40 | 1.789 | 2,46 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 20.550 | 14,20 | 1 | |||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 32.549 | 0,24 | 1.531 | 2,27 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 198.163 | 3,30 | 9.320 | 5,43 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 83.555 | 14,63 | 3.930 | 17,00 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 204.164 | 9.602 | ||||||
| 2026-05-08 | 13F | Core Wealth Partners LLC | 5.813 | 0,05 | 273 | 2,25 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 24.308 | 77,22 | 1.143 | 80,85 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 5.367 | 6,17 | 252 | 8,62 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 27.589 | 44,65 | 1.298 | 47,72 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 251.777 | 159,68 | 11.841 | 165,08 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 925 | 0 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 1.770 | 84 | ||||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 1.039 | 0,48 | 49 | 2,13 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 5.118 | 241 | ||||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 6.234 | 293 | ||||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 256 | 0,79 | 12 | 0,00 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 11.965 | 588,04 | 563 | 602,50 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 632 | 30 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 2.345 | 0,77 | 110 | 2,80 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 27.134 | 0,31 | 1.276 | 2,41 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 140 | 0,72 | 7 | 0,00 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 1.182 | 162,67 | 56 | 175,00 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 5.301 | 19,96 | 252 | 21,84 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 80.418 | 650,87 | 3.782 | 667,14 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 501.597 | 0,16 | 23.590 | 2,23 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 10.908 | 3,20 | 513 | 5,34 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 208 | 10 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1.371 | 64 | ||||||
| 2026-05-18 | 13F | Graney & King, LLC | 1.187 | 0,59 | 56 | 1,85 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 13.720 | 8,01 | 646 | 3,53 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 812.645 | 71,68 | 37.877 | 73,66 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1.666 | 78 | ||||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 207.927 | 98,52 | 9.779 | 102,61 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 131.423 | 9,02 | 6.181 | 11,25 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 8.923 | 925,63 | 420 | 947,50 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 23.039 | 1.084 | ||||||
| 2026-04-21 | 13F | Sequent Planning LLC | 31.514 | 2,66 | 1.482 | 4,81 | ||||
| 2026-04-21 | 13F | Worthington Financial Partners, LLC | 65.367 | 4,81 | 3.074 | 7,00 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 4.870 | 0,10 | 229 | 2,23 | ||||
| 2026-05-14 | 13F | Rubicon Advisors, GP | 38.726 | 5,90 | 1.821 | 8,07 | ||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 6.017 | 0,02 | 283 | 1,81 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 48.239 | 4,85 | 2.269 | 6,98 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 15.475 | 0,70 | 728 | 2,68 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 9.229 | 0,13 | 434 | 2,36 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 4.715 | 0,15 | 222 | 2,31 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1.031 | 0 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 6.330 | 0,52 | 298 | 2,06 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 452.776 | 113,01 | 21.294 | 117,42 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 6.171 | 290 | ||||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 103.752 | 1,46 | 4.879 | 3,54 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 7.775 | 1,32 | 366 | 3,40 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 515.180 | 8,58 | 3.270 | -85,04 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 8.497 | 0,01 | 400 | 2,05 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 11.621 | 547 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 27.307 | 41,36 | 1.284 | 44,27 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 40.585 | 2,84 | 1.909 | 4,95 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 46.743 | 0,27 | 2.201 | 2,42 | ||||
| 2026-05-13 | 13F | GKV Capital Management Co., Inc. | 95 | 4 | ||||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 7.688 | 0,55 | 362 | 2,56 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 83.907 | 1.809,15 | 3.946 | 1.853,47 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 842 | 0,48 | 40 | 2,63 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 63.813 | 47,50 | 3.001 | 50,58 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 68.000 | 11,35 | 3.198 | 13,69 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 1.181 | 0,51 | 56 | 1,85 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 17.717 | 0,48 | 833 | 2,59 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 417.920 | 2,25 | 19.258 | 1,90 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 65.919 | 0,75 | 3.100 | 2,82 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 257.139 | 66,97 | 12.154 | 71,28 | ||||
| 2026-05-01 | 13F | Platt Wealth Management LLC | 4.766 | 0 | ||||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 532 | 0,57 | 25 | 4,17 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 976 | 0,51 | 46 | 2,27 | ||||
| 2026-05-12 | 13F | Creative Planning | 98.106 | 6,37 | 4.614 | 8,54 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 15.516 | 53,05 | 730 | 56,10 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 6.021 | 0,17 | 283 | 2,17 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 4.657 | 0,15 | 219 | 1,87 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 12.820 | 13.834,78 | 603 | 2,38 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 4.933 | 6,66 | 232 | 8,92 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 3.280 | 2,50 | 151 | 2,72 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 4.620 | 0,57 | 217 | 2,84 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 11.143 | 0,03 | 524 | 2,14 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 2.966 | 0,37 | 140 | 2,21 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 450 | 21 | ||||||
| 2026-05-14 | 13F | Beacon Investment Advisors Llc | 7.848 | 0,01 | 369 | 2,22 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 53.453 | 1,27 | 3 | 0,00 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 835 | 39 | ||||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 30.786 | 6,77 | 1.448 | 8,96 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 79.320 | 63,18 | 3.730 | 66,59 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 26.162 | 0,18 | 1.230 | 2,24 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 4.699 | 0,02 | 221 | 1,85 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 7.060 | 0,23 | 332 | 2,47 | ||||
| 2026-05-15 | 13F | Solano Wealth Investment Advisors LLC | 390.392 | 4,22 | 18.360 | 6,37 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 21.557 | 1,43 | 1.014 | 3,47 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 596.065 | 10,07 | 27.634 | 10,74 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 37.574 | 2,23 | 1.751 | 3,43 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 8.204 | 11,89 | 387 | 14,54 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 40.209 | 2,62 | 1.891 | 4,76 | ||||
| 2026-04-28 | 13F | Oxler Private Wealth LLC | 5.686 | 0,55 | 267 | 2,69 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 134.540 | 1,53 | 6.327 | 3,62 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 12.984 | 0,86 | 611 | 2,87 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 1.457 | 69 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 6.547 | 308 | ||||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 30.172 | 0,42 | 1.419 | 2,46 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 95.876 | 1,68 | 4.418 | 1,33 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 255.204 | 3,11 | 12.005 | 5,22 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 5.350 | 0,32 | 252 | 2,45 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 763.623 | 0,11 | 35.913 | 2,17 | ||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 2.364 | 132,68 | 111 | 141,30 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 17.560 | 5,48 | 826 | 7,56 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 5.434 | 3,80 | 256 | 5,81 | ||||
| 2026-05-11 | 13F | Commerce Bank | 285.016 | 0,46 | 13.404 | 2,53 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 22.367 | 0,12 | 1.052 | 2,14 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 6.213 | 4,42 | 292 | 6,57 | ||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 12.363 | 5,23 | 581 | 7,39 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 67 | 3 | ||||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 1.075 | 51 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 6.311 | 0,08 | 297 | 2,07 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 483 | 23 | ||||||
| 2026-04-01 | 13F | Signature Wealth Management Group | 4.272 | 201 | ||||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 7.800 | 2,03 | 367 | 3,97 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 25.066 | 9,86 | 1.179 | 12,08 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 106.489 | 20,51 | 5.019 | 23,26 |
