Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF eröffnet haben, gehören Howard Capital Management Inc., Diversify Wealth Management, Llc, Integrated Wealth Concepts LLC, Balance Wealth, LLC, Retirement Financial Solutions, Llc, Equitable Holdings, Inc., Goldman Sachs Group Inc, PlanVest Financial, Inc, Brookstone Capital Management, LexAurum Advisors, LLC, Ritholtz Wealth Management, Holos Integrated Wealth LLC, Integrity Wealth Partners, LLC, Owen LaRue, LLC, Savvy Advisors, Inc., HB Wealth Management, LLC, Greenwich Wealth Management LLC, Vontobel Holding Ltd., XTX Topco Ltd, und Luts & Greenleigh 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-19 | 13F | Western Wealth Management, LLC | 344.564 | 8.225 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 257.604 | 3,88 | 6.149 | 0,16 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 200 | 700,00 | 5 | 0,00 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1.748 | 41 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.060 | 78,15 | 25 | 78,57 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 169.047 | 6,38 | 4.186 | 5,39 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 9.215 | 220 | ||||||
| 2026-05-13 | 13F | Cornerstone Select Advisors, LLC | 9.677 | 16,38 | 231 | 12,20 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 9.816 | 12,26 | 234 | 8,33 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 285.543 | 6.816 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 554.568 | 36,37 | 13.731 | 137.210,00 | ||||
| 2026-05-06 | 13F | Berbice Capital Management LLC | 2.000 | 48 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 5.252.014 | 60,27 | 125.366 | 54,51 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 273.341 | 0,33 | 6.525 | -3,28 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 157.594 | 71,90 | 3.762 | 65,76 | ||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 9.202 | 7,41 | 220 | 3,30 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 401.735 | 8,38 | 9.589 | 4,48 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 1.413.116 | 6,84 | 33.731 | 3,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 462.170 | 12,26 | 11.032 | 8,22 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 281.519 | 72,88 | 6.720 | 66,64 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 500.293 | 2.113,10 | 12.218 | 2.085,69 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 47.018 | 3,66 | 1.122 | -0,09 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 60.896 | 7,25 | 1.454 | 3,42 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 38.659 | 0,21 | 923 | -3,46 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 192.552 | 4.596 | ||||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 46.303 | 2,12 | 1.105 | -4,74 | ||||
| 2026-05-05 | 13F | UBS Group AG | 609.508 | 347,79 | 14.549 | 331,69 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 56.354 | 18,98 | 1.345 | 134.400,00 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 5 | 0 | ||||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 169.427 | 3,02 | 4.044 | -0,69 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 500 | 12 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 346.944 | 3,67 | 8.282 | -0,06 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 65.805 | 22,30 | 1.571 | 17,87 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 25.870 | 618 | ||||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 124.587 | 18.522,87 | 2.974 | 18.481,25 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 814 | 19 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 17.716 | 423 | ||||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 438.361 | 3,98 | 10.464 | 0,24 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 64.228 | 3,43 | 1.590 | 2,51 | ||||
| 2026-04-29 | 13F | Geneva Partners, LLC | 33.514 | 18,26 | 800 | 13,98 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 104.871 | 48,27 | 2.503 | 42,95 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 90.674 | 331,17 | 2.164 | 316,15 | ||||
| 2026-05-12 | 13F | Fidelis Wealth Advisors LLC | 122.088 | 3,07 | 2.914 | -0,61 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 107.745 | 2.572 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 65.246 | 0,19 | 1.557 | -3,41 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 94.617 | 24,31 | 2.259 | 19,85 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 180.735 | 20,24 | 4.314 | 15,94 | ||||
| 2026-02-13 | 13F | Brick & Kyle, Associates | 223.159 | 226,82 | 6 | 400,00 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 9.087 | 217 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 569 | 22,37 | 14 | 18,18 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 554 | 13 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 11.806 | 282 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 300.430 | 162,27 | 7.171 | 152,86 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 80.111 | 55,54 | 1.912 | 49,96 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 186.681 | 10,21 | 4.456 | 6,27 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 9.559 | 2,12 | 228 | -1,30 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 1.316.615 | 44,09 | 31.428 | 38,91 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 10.275 | 245 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 33.281 | 794 | ||||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 27.800 | 44,04 | 664 | 38,99 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 320.730 | 56,47 | 7.656 | 50,84 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 492.450 | 35,49 | 11.755 | 30,61 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 121.864 | 27,06 | 2.909 | 22,49 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 185.736 | 4.434 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 87.433 | 2.087 | ||||||
| 2026-04-21 | 13F | Willow Financial LLC | 342.365 | 36,63 | 8.172 | 31,72 | ||||
| 2026-05-11 | 13F | Commerce Bank | 18.747 | 447 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 11.060 | 117,37 | 264 | 111,20 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50.483 | 22,50 | 1.205 | 18,14 | ||||
| 2026-05-04 | 13F | NBZ Investment Advisors LLC | 573.972 | 3,58 | 13.701 | -0,14 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 8.640 | 206 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 127.527 | 18,59 | 3.044 | 14,35 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 730.842 | 4.459,78 | 17.445 | 4.305,30 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 9.805 | 234 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 13.460 | 37,56 | 321 | 32,64 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 271.800 | 247,13 | 6.488 | 234,73 | |||
| 2026-04-28 | 13F | Northstar Group, Inc. | 13.200 | 315 | ||||||
| 2026-04-21 | 13F | Berkshire Money Management, Inc. | 304.485 | 5,90 | 7.268 | 2,09 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 63.276 | 1.533 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 47.026 | 202,26 | 1.123 | 191,43 | ||||
| 2026-05-07 | 13F | Legacy Capital Wealth Management, Llc | 208.368 | 4,15 | 4.974 | 0,40 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 138.200 | 150,82 | 3.299 | 141,79 | |||
| 2026-05-14 | 13F | Us Bancorp \de\ | 7.439 | 3,12 | 178 | -0,56 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.596.784 | 42,90 | 38.115 | 37,77 | ||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 179.977 | 153,41 | 4.296 | 144,37 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 2.874 | 69 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1.937 | 0,41 | 46 | -2,13 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 46.048 | 1.099 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 244.821 | 2,74 | 5.844 | -0,95 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 339.453 | 43,85 | 8.102 | 38,69 | ||||
| 2026-04-16 | 13F | Financial Designs Corp | 163.903 | 11,53 | 3.912 | 7,53 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 56.758 | 245,10 | 1 | |||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 173.227 | 137,82 | 4.135 | 129,28 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 14.500 | 15,08 | 346 | 11,25 | ||||
| 2026-05-12 | 13F | Creative Planning | 35.234 | 2,78 | 841 | -0,83 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 146.975 | 1,67 | 4.005 | 11,90 | ||||
| 2026-05-13 | 13F | Intrepid Financial Planning Group LLC | 18.069 | 6,96 | 431 | 3,11 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 276.819 | 19,81 | 6.608 | 15,51 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.216 | 116,76 | 29 | 123,08 | ||||
| 2026-05-05 | 13F | Luts & Greenleigh Group, Inc | 23.295 | 556 | ||||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 333.932 | 7,40 | 7.971 | 3,53 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 28.713 | 685 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 74.219 | 5,64 | 1.838 | 4,67 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 17.129 | 409 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 54.044 | 7,66 | 1.290 | 3,86 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 48 | 60,00 | 1 | |||||
| 2026-05-05 | 13F | Longitude (Cayman) Ltd. | 174.000 | 24,29 | 4.153 | 19,82 | ||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 27.045 | 1 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 12.116 | 14,71 | 289 | 10,73 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 18.872 | 75,67 | 450 | 69,81 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 14.196 | 18,25 | 339 | 13,80 | ||||
| 2026-01-29 | 13F | Comerica Bank | 6.368 | 158 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 33.486 | 799 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 75.356 | 1.799 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 253 | 6 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 46.603 | 6,29 | 1.112 | 2,49 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 220.925 | 162,16 | 5.273 | 152,78 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 180.500 | 31,27 | 4.309 | 26,56 | |||
| 2026-05-15 | 13F | Weaver Consulting Group | 257.643 | 3,58 | 6.150 | -0,15 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 43.181 | 89,00 | 1.031 | 82,30 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 784.245 | 1,66 | 18.720 | -2,00 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 3.593 | 2,22 | 86 | -2,30 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 17.476 | 13,98 | 417 | 10,03 | ||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 28.774 | 18,23 | 687 | 13,95 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 3.660 | 30,95 | 87 | 26,09 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1.796 | 255,64 | 44 | 266,67 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.443.861 | 276,02 | 34.465 | 262,51 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 5.879.940 | 10,53 | 140.354 | 6,56 | ||||
| 2026-04-28 | 13F | Blue Sky Capital Consultants Group, Inc. | 558.961 | 11,89 | 13.342 | 7,87 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 72.535 | 35,36 | 1.731 | 30,54 | ||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 27.227 | 650 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 487.539 | 19,45 | 11.638 | 15,16 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 19.299 | 79 | ||||||
| 2026-04-10 | 13F | DKM Wealth Management, Inc. | 479.752 | 9,91 | 11.452 | 5,96 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 60.791 | 9,09 | 1.451 | 5,22 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 634.351 | 6,28 | 15.142 | 2,46 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 8.300 | 2,80 | 206 | 1,99 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 97 | 86,54 | 0 | |||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 59.186 | 5,10 | 1.554 | 14,61 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 143.755 | 10,59 | 3.772 | 13,68 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1.905 | 45 | ||||||
| 2026-05-04 | 13F | Concentrum Wealth Management | 102.838 | 5,67 | 2.455 | 1,87 | ||||
| 2026-04-13 | 13F | Bnc Wealth Management, Llc | 31.182 | 13,51 | 744 | 9,41 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 12.575 | 4,57 | 300 | 1,01 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 8.116 | 6,12 | 194 | 2,12 | ||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 16.193 | 387 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1.124.735 | 8,51 | 27 | 4,00 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1.400 | 40,00 | 33 | 37,50 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 227.445 | 21,04 | 5.632 | 19,94 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 277 | 12,60 | 7 | 0,00 | ||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 1.297.023 | 1,86 | 30.960 | -1,80 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 311.160 | 1,31 | 7.427 | -2,33 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 16.550 | 395 | ||||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 220 | 29,41 | 5 | 25,00 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 104.072 | 8,72 | 2.484 | 4,81 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 648 | 15 | ||||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 260.979 | 0,26 | 6.230 | -3,35 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 89.006 | 4,97 | 2.125 | 1,19 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 38.377 | 4,29 | 916 | 0,55 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 472.278 | 11.273 | ||||||
| 2026-04-30 | 13F | Socha Financial Group, LLC | 1.201.093 | 5,13 | 28.670 | 1,35 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 66.140 | 832,86 | 1.579 | 801,71 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 438.565 | 91,23 | 10.469 | 84,36 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 26.757 | 639 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 12.479 | 3,84 | 298 | 0,00 | ||||
| 2026-04-14 | 13F | Act Wealth Management, Llc | 11.025 | 4,24 | 263 | 0,77 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 14 | 7,69 | 0 | |||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 464.647 | 3,80 | 12.555 | 13,27 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 4.273 | 24,83 | 102 | 20,24 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1.100 | 26 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 110.670 | 34,67 | 2.642 | 29,84 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 291.705 | 2,51 | 6.963 | -1,16 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 233.231 | 20,05 | 5.567 | 15,74 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 46.515 | 14,81 | 1.110 | 10,67 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 26.270 | 0,02 | 627 | -3,54 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 54.736 | 16,57 | 1.307 | 12,39 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 4.030 | 96 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 178.871 | 471,22 | 4.270 | 450,84 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 147.193 | 11,62 | 3.513 | 7,60 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 51.307 | 8,32 | 1.225 | 4,44 | ||||
| 2026-05-15 | 13F | Reliant Wealth Planning | 1.023.165 | 4,44 | 24.423 | 0,68 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 61.758 | 1.474 | ||||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 20.831 | 12,35 | 497 | 8,28 | ||||
| 2026-05-05 | 13F | Cedarwood Wealth LLC | 98.186 | 17,86 | 2.344 | 9,69 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1.084.923 | 18,72 | 25.897 | 117.613,64 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 500.670 | 11.951 | ||||||
| 2026-04-28 | 13F | Oxler Private Wealth LLC | 77.508 | 6,05 | 1.850 | 2,27 | ||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 61.534 | 0,16 | 1.469 | -3,48 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 4.780 | 67,72 | 114 | 62,86 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 425 | 10 | ||||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 103.202 | 4,73 | 2.759 | 11,12 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 4.374 | 104 | ||||||
| 2026-05-08 | 13F | Emissary Wealth LLC | 277.553 | 35,30 | 6.625 | 30,44 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 60.357 | 4,88 | 1.441 | 1,12 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 38.102 | 909 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 49.759 | 3,77 | 1.188 | 0,00 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 86.115 | 6,11 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 672.268 | 16.047 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 12.096 | 33,17 | 289 | 28,57 | ||||
| 2026-05-15 | 13F | Family Management Corp | 8.851 | 211 | ||||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 49.461 | 8,12 | 1.181 | 4,24 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 6.826.600 | 162.951 | ||||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 19.489 | 483 | ||||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 13.950 | 333 | ||||||
| 2026-04-29 | 13F | Mirae Asset Securities (usa) Inc. | 21.479 | 154,40 | 513 | 144,98 | ||||
| 2026-04-27 | 13F | Vivid Wealth Management, LLC | 205.405 | 2,70 | 4.903 | -0,99 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 1.063.048 | 27.777 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 217.551 | 532,58 | 5.387 | 527,01 | ||||
| 2026-05-06 | 13F | Arcus Capital Partners, LLC | 742.739 | 7,92 | 17.729 | 4,04 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 63.585 | 10,24 | 1.518 | 6,23 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 39.816 | 1 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 23.184 | 553 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 65.754 | 161,69 | 1.570 | 152,25 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 69.189 | 145,61 | 1.652 | 136,87 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 66.879 | 4,51 | 1.596 | 0,76 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 149.095 | 134,07 | 3.559 | 125,62 | ||||
| 2026-05-13 | 13F | Mainsail Asset Management, Llc | 14.330 | 4,24 | 342 | 0,59 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 120.480 | 12,62 | 2.876 | 8,57 |
