Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF eröffnet haben, gehören Spartan Planning & Wealth Management, Addison Capital Co, Baer Investment Advisory LLC, Tiaa-cref Individual & Institutional Services, Llc, Brookwood Investment Group LLC, EP Wealth Advisors, Inc., Harborfront Financial Group LLC, EdgeRock Capital LLC, PCM Encore, LLC, Brookfield Asset Management Inc., Bayban, Ashton Thomas Securities, Llc, Anfield Capital Management, LLC, Sound Income Strategies, LLC, GHP Investment Advisors, Inc., Aventura Private Wealth, LLC, Mosley Wealth Management, Evermay Wealth Management Llc, Silver Grove Financial Group, Inc., und Vanguard Advisers Inc .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 74.350 | 5,24 | 7.449 | 5,51 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 5.887 | 25,50 | 590 | 25,85 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 2.292 | 214 | ||||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 18.587 | 12,74 | 1.862 | 13,05 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.204.250 | 7,62 | 120.654 | 7,89 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 162.293 | 42,56 | 15.926 | 39,99 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 958.193 | 1,63 | 95.762 | 1,60 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 5.318 | 533 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 6.228 | 58,07 | 624 | 57,72 | ||||
| 2026-05-14 | 13F | Synergy Financial Group, LTD | 5.938 | 35,82 | 595 | 36,24 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 15.150 | 1.577,74 | 1.514 | 1.582,22 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 182 | 15,92 | 18 | 20,00 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2.697 | 8,57 | 270 | 8,87 | ||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 64.847 | 22,11 | 6.497 | 22,42 | ||||
| 2026-05-12 | 13F | Creative Planning | 3.791 | 380 | ||||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 18 | 2 | ||||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 31.321 | 143,93 | 3.138 | 144,58 | ||||
| 2026-04-07 | 13F | Stonekeep Investments, LLC | 2.266 | 227 | ||||||
| 2026-04-24 | 13F | Cane Capital Partners, LLC | 2.300 | 12,20 | 230 | 12,75 | ||||
| 2026-05-12 | 13F | Resolute Capital, Llc | 183.500 | 0,45 | 18.385 | 0,70 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 1.462 | 146 | ||||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 3.163 | 317 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 515.609 | 68,96 | 51.760 | 69,80 | ||||
| 2026-04-29 | 13F | Harbour Capital Advisors, LLC | 34.136 | 193,01 | 3.417 | 193,56 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 113.491 | 8,11 | 11.342 | 7,92 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 16.266 | 62,11 | 1.630 | 62,57 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 8.304 | 21,03 | 832 | 21,31 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 457 | 46 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 255.434 | 30,62 | 25.572 | 30,58 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 54.992 | 31,40 | 5.510 | 31,29 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 5.173 | 138,06 | 518 | 138,71 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 33.293 | 17,32 | 3.336 | 17,60 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4.442 | 23,80 | 445 | 23,96 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 157.901 | 15,55 | 15.820 | 15,44 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 2.119 | 45,84 | 212 | 46,21 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 158 | 58,00 | 16 | 50,00 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 325 | 33 | ||||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 19.096 | 0,08 | 1.913 | 0,37 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 22.113 | 21,74 | 2.216 | 22,04 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 4.100 | 144,63 | 411 | 145,51 | ||||
| 2026-04-24 | 13F | Bayban | 754 | 76 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 7.219 | 27,88 | 723 | 28,19 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 34 | 3 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 91.429 | 11,76 | 9.160 | 12,05 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 375.153 | 55,67 | 37.587 | 56,06 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 3.003 | 301 | ||||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 4.825 | 370,73 | 483 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 46.316 | 12,09 | 4.629 | 11,76 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 1.195 | 171,59 | 120 | 176,74 | ||||
| 2026-05-14 | 13F | Betterment LLC | 6.099.166 | 4,04 | 611 | 4,44 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 63.978 | 197,42 | 6.410 | 198,23 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 231.921 | 20,25 | 23.236 | 20,56 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 3.225 | 323 | ||||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 2.232.002 | 33,88 | 223.624 | 34,21 | ||||
| 2026-04-30 | 13F | ACR Alpine Capital Research, LLC | 11.133.728 | 37,19 | 1.115.488 | 37,53 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 384.220 | 0,16 | 38.399 | 100.947,37 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 8.438 | 60,30 | 845 | 60,65 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 133.676 | 25,74 | 13.393 | 26,06 | ||||
| 2026-05-13 | 13F | Syon Capital Llc | 44.458 | 4,01 | 4.454 | 4,28 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 53.098 | 20,30 | 5.310 | 20,30 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 3.258 | 1,75 | 326 | 2,19 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 | 0 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 360.083 | 61,80 | 36.077 | 62,20 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2.271 | 14,93 | 228 | 15,23 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 6.000 | 601 | ||||||
| 2026-05-14 | 13F | Acorns Advisers, LLC | 536.466 | 4,90 | 54 | 3,92 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 119.526 | 1,74 | 11.975 | 1,99 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 23.601 | 10,94 | 2.365 | 11,19 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 82.472 | 2,69 | 8.242 | 2,70 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 2.699 | 33,81 | 270 | 34,33 | ||||
| 2026-04-15 | 13F | Blue Square Asset Management, Llc | 147.926 | 60,53 | 14.821 | 60,93 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 4.221 | 22,99 | 423 | 23,39 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 39.915 | 1,31 | 3.999 | 1,57 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 9.818 | 984 | ||||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 890.986 | 508,54 | 89.259 | 508,11 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 65 | 8,33 | 6 | 20,00 | ||||
| 2026-04-07 | 13F | Five Oceans Advisors | 2.584 | 4,19 | 259 | 4,45 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 2 | 0 | ||||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 7.389 | 740 | ||||||
| 2026-05-12 | 13F | PCM Encore, LLC | 2.003 | 201 | ||||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 5.893 | 590 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 34.071 | 7,74 | 3.414 | 8,01 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 81.069 | 810.590,00 | 8.122 | |||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 3.448 | 3,33 | 346 | 3,60 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 8.861 | 115,07 | 888 | 115,82 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 36 | 4 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 71.923 | 80,66 | 7.206 | 81,15 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 61.122 | 660,22 | 6.124 | 662,52 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 17.376 | 49,29 | 1.741 | 49,61 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 20.882 | 28,93 | 2.092 | 29,30 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 327 | 0,93 | 33 | 0,00 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 30.288 | 5,34 | 3 | 50,00 | ||||
| 2026-04-27 | 13F | Capital Financial Group Inc\co\ /adv | 40.020 | 5,36 | 4.010 | 5,61 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 174.028 | 8,96 | 17.436 | 9,23 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 2.150 | 215 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 2.900 | 7,41 | 291 | 7,81 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 8.020 | 1,54 | 804 | 1,77 | ||||
| 2026-05-06 | 13F | Finhabits Advisors LLC | 72.308 | 5,05 | 7.245 | 5,32 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 14.958 | 166,16 | 1.499 | 167,02 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 18.621 | 439,58 | 1.866 | 442,15 | ||||
| 2026-05-15 | 13F | Brookfield Asset Management Inc. | 1.390 | 139 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 160.958 | 10,53 | 16.129 | 10,81 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 136.966 | 12,75 | 13.723 | 13,03 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 2.170 | 217 | ||||||
| 2026-02-13 | 13F | Harborfront Financial Group LLC | 2.662 | 266 | ||||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 8.418 | 17,77 | 843 | 18,07 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 72.702 | 17,77 | 7.284 | 18,07 | ||||
| 2026-05-15 | 13F | Copley Financial Group, Inc. | 17.048 | 59,91 | 1.708 | 60,38 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 278.409 | 29,49 | 27.894 | 29,81 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 110.539 | 208,66 | 11.074 | 209,39 | ||||
| 2026-05-14 | 13F | Hara Capital LLC | 25.808 | 1,65 | 2.586 | 1,57 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 512 | 51 | ||||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 643.921 | 1,73 | 64.514 | 1,98 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 51.120 | 20,97 | 5.122 | 21,26 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 48.730 | 290,59 | 4.882 | 291,81 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 15.288 | 1.532 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.844.300 | 6,80 | 184.780 | 7,06 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 1 | 0 | ||||||
| 2026-04-16 | 13F | Spartan Planning & Wealth Management | 74.051 | 7.419 | ||||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 175.067 | 295,90 | 17.540 | 296,90 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 38.724 | 3.880 | ||||||
| 2026-05-07 | 13F | Cannon Capital Management, Inc. | 143.322 | 26,98 | 14.359 | 27,30 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 2.145 | 215 | ||||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 178.311 | 730,78 | 17.865 | 732,82 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 17 | 2 | 0,00 | |||||
| 2026-05-07 | 13F | Warberg Asset Management LLC | 4.000 | 401 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 129 | 5,74 | 13 | 0,00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 765 | 57,41 | 77 | 58,33 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.056.056 | 1,84 | 205.996 | 2,09 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 3.852 | 386 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 10.446 | 26,77 | 1.047 | 27,10 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 24.666 | 15,94 | 2.471 | 15,85 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 28.958 | 231,40 | 2.901 | 232,30 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 2.430 | 243 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 114 | 11 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 9.454 | 43,11 | 947 | 43,48 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 508.987 | 50.995 | ||||||
| 2026-05-14 | 13F | Retirement Capital Strategies | 71.602 | 12,39 | 7.174 | 12,68 | ||||
| 2026-04-21 | 13F | Fulcrum Wealth Advisors, Llc | 2.239 | 5,07 | 224 | 5,66 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 6.725 | 16,85 | 673 | 17,04 | ||||
| 2026-05-01 | 13F | Tevis Investment Management | 208.435 | 205,59 | 20.883 | 205,49 | ||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 3.476 | 13,19 | 348 | 13,73 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4.313 | 1.037,99 | 432 | 1.067,57 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 8.045 | 12,99 | 806 | 13,36 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 4.073 | 4,52 | 408 | 4,88 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.343.187 | 1,51 | 134.573 | 1,77 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 398.226 | 10,92 | 39.898 | 11,20 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 27 | 3 | ||||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 11.554 | 0,89 | 1.158 | 1,14 | ||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 38.690 | 43,96 | 3.876 | 44,36 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 5.287 | 4,20 | 530 | 4,34 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 2.000 | 200 | ||||||
| 2026-04-29 | 13F | Addison Capital Co | 45.887 | 4.597 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 10 | 1 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 2.301 | 231 | ||||||
| 2026-04-03 | 13F | Investors Research Corp | 1.846 | 3,07 | 185 | 3,37 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 24.849 | 11,54 | 2.490 | 11,81 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 8.004 | 172,24 | 800 | 171,77 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 40 | 4 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 882.223 | 2,27 | 88.379 | 2,51 | ||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 15.764 | 11,69 | 1.579 | 11,99 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 8.103 | 0,05 | 812 | 0,25 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 51.494 | 12,13 | 5.159 | 12,42 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 2.562 | 257 | ||||||
| 2026-05-15 | 13F | Hamilton Capital, LLC | 13.213 | 23,39 | 1.324 | 23,64 | ||||
| 2026-04-28 | 13F | Q3 Asset Management | 50.862 | 5 | ||||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 15.288 | 2,87 | 1.532 | 3,10 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 28.205 | 0,06 | 2.826 | 0,28 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 11.233 | 0,47 | 1.124 | 0,63 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 10.751 | 17,16 | 1.077 | 17,45 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 218.938 | 5,97 | 21.935 | 6,24 | ||||
| 2026-04-30 | 13F | Cohalo Advisory LLC | 1.828 | 7,34 | 183 | 7,65 | ||||
| 2026-05-07 | 13F | Titan Global Capital Management Usa Llc | 18.600 | 58,72 | 1.863 | 59,09 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 3.818 | 383 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 1.089 | 408,88 | 109 | 419,05 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 70.243 | 11,01 | 7.038 | 11,29 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 28.619 | 149,45 | 2.867 | 149,74 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 8 | 1 | ||||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 162.680 | 42,08 | 16.299 | 42,43 | ||||
| 2026-05-14 | 13F | St. James Investment Company, LLC | 1.653.867 | 268,85 | 165.701 | 269,78 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 14.680 | 49,72 | 1.471 | 50,15 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 69.000 | 6.913 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 13.548 | 419,88 | 1.357 | 421,92 | ||||
| 2026-04-10 | 13F | Salvus Wealth Management, LLC | 52.374 | 257,11 | 5.247 | 258,16 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 2.432 | 244 | ||||||
| 2026-04-13 | 13F | Bourgeon Capital Management Llc | 16.686 | 42,59 | 1.672 | 42,94 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 45.637 | 4,62 | 4.572 | 4,53 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 5.099 | 95,29 | 511 | 96,15 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 645 | 0,94 | 65 | 1,59 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 8.690 | 42,34 | 869 | 42,06 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 6.671 | 4,51 | 668 | 4,87 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 7.515 | 41,10 | 753 | 41,35 | ||||
| 2026-04-22 | 13F | Vicus Capital | 26.260 | 5,11 | 2.631 | 5,37 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 8.235 | 12,32 | 825 | 12,70 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 3.427 | 29,17 | 343 | 29,43 | ||||
| 2026-04-24 | 13F | United Community Bank | 12.440 | 1.246 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 8.505 | 0,89 | 852 | 1,19 | ||||
| 2026-04-17 | 13F | Values First Advisors, Inc. | 2.480 | 0,81 | 249 | 1,22 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 19.858 | 13,36 | 1.989 | 13,66 | ||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 26.409 | 116,08 | 2.646 | 116,63 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 11.014 | 77,24 | 1.103 | 77,90 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 19.588 | 0,90 | 1.963 | 1,13 | ||||
| 2026-05-04 | 13F | Hibernia Wealth Partners, LLC | 6.267 | 99,90 | 628 | 100,32 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 38.506 | 2,78 | 3.858 | 3,02 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 38.925 | 15,19 | 3.900 | 15,46 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 5.293 | 530 | ||||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 118.585 | 168,26 | 11.881 | 168,98 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.767.044 | 108,13 | 277.230 | 108,65 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 162.950 | 5,86 | 16.326 | 6,12 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 6.751 | 676 | ||||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 550 | 55 | ||||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 475 | 48 | ||||||
| 2026-05-12 | 13F | One Capital Management, LLC | 96.350 | 6,43 | 9.653 | 6,70 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 17.423 | 11,97 | 1.746 | 12,22 | ||||
| 2026-04-23 | 13F | Financial & Tax Architects, LLC | 42.947 | 14,59 | 4.303 | 14,87 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2.552.193 | 17,35 | 255.704 | 17,65 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 18.434 | 21,61 | 1.847 | 21,93 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 17.656 | 4,36 | 1.769 | 4,67 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 20.125 | 9,24 | 2.016 | 9,51 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 45.899 | 334,32 | 4.599 | 334,59 |
