Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Core International Aggregate Bond ETF eröffnet haben, gehören TIAA Wealth Investment Management LLC, Annex Advisory Services, LLC, Kestra Investment Management, LLC, Tiaa-cref Individual & Institutional Services, Llc, Granite Bay Wealth Management, LLC, Aznar Financial Advisors, LLC, Resolute Wealth Advisor, Inc., Veratis Advisors, Inc., Headinvest, Llc, Fairview Capital Investment Management, Llc, Golden State Equity Partners, Able Wealth Management LLC, Strathmore Capital Advisors, Inc., Strategic Financial Planning, Inc., Asempa Wealth Advisors, Sanchez Gaunt Capital Management, LLC, BlueSky Wealth Advisors, LLC, Zhang Financial LLC, Pacific Excel Wealth Advisors, Inc., und EFG International AG .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-02 | 13F | Aspect Partners, LLC | 17.563 | 33,92 | 879 | 34,05 | ||||
| 2026-04-29 | 13F | LiftPoint Family Wealth Advisors LLC | 6.327 | 3,93 | 317 | 3,95 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 93.719 | 59,41 | 4.666 | 58,01 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 1.681 | 230,26 | 84 | 236,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 11.025.231 | 11,64 | 551.703 | 11,70 | ||||
| 2026-05-14 | 13F | Strategic Financial Planning, Inc. | 10.360 | 257 | ||||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 34.595 | 0,66 | 1.725 | 0,41 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 4.662 | 2,76 | 233 | 3,10 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 42.930 | 730,69 | 2.148 | 732,56 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 157.788 | 9,78 | 7.896 | 9,85 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 19.937 | 998 | ||||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 680 | 107,95 | 34 | 112,50 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 6.043 | 14,19 | 302 | 14,39 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 16.464 | 825 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 240.697 | 2,62 | 12.037 | 2,62 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 5.913 | 21,84 | 296 | 21,90 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 597.376 | 6,57 | 29.893 | 6,63 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.258.169 | 18,48 | 62.960 | 18,56 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 4.525 | 226 | ||||||
| 2026-05-15 | 13F | 10Elms LLP | 205 | 10 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 2.223.553 | 22,24 | 111 | 23,33 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 2.002 | 0,20 | 100 | 1,01 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 57.021 | 6,32 | 2.853 | 6,38 | ||||
| 2026-04-13 | 13F | Bannerman Wealth Management Group, Llc | 69.872 | 0,98 | 3.496 | 1,04 | ||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 18.393 | 54,93 | 920 | 55,14 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 63 | 3 | ||||||
| 2026-04-30 | 13F | Fortune Financial Advisors, LLC | 5.482 | 274 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 1.041.449 | 3,04 | 52.114 | 3,10 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 47.008 | 36,55 | 2.344 | 35,49 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 45 | 2 | ||||||
| 2026-05-13 | 13F | Argent Trust Co | 6.986 | 62,35 | 350 | 62,33 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 10 | 0 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 127.038 | 364,63 | 6.330 | 361,71 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 37.943 | 366,13 | 1.899 | 366,34 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 25.330 | 5,64 | 1.267 | 5,67 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 31.683 | 2,13 | 1.585 | 2,19 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 37.183 | 4,33 | 1.861 | 4,38 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 41 | 2 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 22.123 | 22,02 | 1.107 | 22,19 | ||||
| 2026-04-23 | 13F | Unify Financial Advisors | 19.165 | 19,80 | 959 | 19,88 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 31.533 | 1.578 | ||||||
| 2026-05-13 | 13F | Forum Private Client Group LLC | 173.711 | 4,95 | 8.696 | 5,05 | ||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 4.988 | 4,66 | 250 | 4,62 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 13.929 | 697 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 290.301 | 15,87 | 14.527 | 15,94 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 190 | 9 | ||||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 123.590 | 1.371,13 | 6.184 | 1.372,38 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 21.162 | 33,16 | 1.054 | 32,62 | ||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 7.747 | 388 | ||||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 339.308 | 25,99 | 16.979 | 26,06 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 10.059 | 78,79 | 503 | 78,37 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 46.622 | 2.331 | ||||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 10.151 | 7,92 | 508 | 7,87 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 46.089 | 511,67 | 2.306 | 513,30 | ||||
| 2026-04-22 | 13F | Aspire Private Capital, LLC | 10.434 | 7,74 | 522 | 7,85 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 6.422.057 | 319.883 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 21.090 | 99,94 | 1.055 | 100,19 | ||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 67.494 | 17,97 | 3.377 | 18,04 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 362.467 | 27,35 | 18.138 | 27,42 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 10.489 | 21,91 | 525 | 21,30 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 17 | 1 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 55.474 | 5,18 | 2.776 | 5,23 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 922.432 | 6,60 | 45.986 | 6,27 | ||||
| 2026-05-15 | 13F/A | Prepared Retirement Institute LLC | 49.046 | 4,39 | 2.454 | 4,47 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 104.499 | 257,93 | 5.229 | 258,40 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 3 | 0 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 64.451 | 8,25 | 3.225 | 8,33 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 15.227 | 222,20 | 762 | 222,46 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 12.457 | 49,51 | 623 | 49,76 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 47.973 | 2.401 | ||||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 18.769 | 6,72 | 939 | 4,22 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 896.069 | 67,30 | 44.839 | 67,40 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 5.012 | 251 | ||||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 53 | 10,42 | 3 | 0,00 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 25.616 | 32,25 | 1.282 | 32,33 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 7.928 | 397 | ||||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 68.409 | 15,50 | 3.423 | 15,60 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 179 | 0,56 | 9 | 0,00 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 16.631 | 4,91 | 832 | 5,05 | ||||
| 2026-01-29 | 13F | Comerica Bank | 18.096 | 8,57 | 905 | 5,98 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 792 | 473,91 | 40 | 550,00 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 54.823 | 14,84 | 2.743 | 14,91 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 46.714 | 2.338 | ||||||
| 2026-04-16 | 13F | Vested Financial Planning, LLC | 17.163 | 22,31 | 859 | 22,40 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 153.503 | 18,10 | 7.681 | 18,17 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 122.897 | 10,05 | 6.150 | 10,12 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 1.484.389 | 0,31 | 74.279 | 0,37 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 4.104 | 205 | ||||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 118.899 | 5.950 | ||||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 16.135 | 807 | ||||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | 0 | ||||||
| 2026-04-10 | 13F | Corepath Wealth Partners Llc | 46.376 | 6,12 | 2.325 | 5,78 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 4.133 | 207 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 79.303 | 3.968 | ||||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 8.927 | 0,09 | 447 | 0,00 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 27.150 | 9,30 | 1.359 | 9,34 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 18.297 | 2,82 | 915 | 0,44 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 56.071 | 31,79 | 3 | 0,00 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 45.613 | 26,83 | 2.282 | 26,92 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 125.985 | 12,33 | 6.304 | 12,41 | ||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 21.039 | 19,93 | 1.053 | 19,95 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 12.025.033 | 18,49 | 598.967 | 18,02 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 27.578 | 27,74 | 1.380 | 27,90 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 2 | 0 | ||||||
| 2026-04-22 | 13F | DORVAL Corp | 378.343 | 9,76 | 18.932 | 9,82 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 125.443 | 1.788,92 | 6.277 | 1.790,66 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 13.095 | 1,46 | 655 | 1,55 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 93.249 | 1,08 | 4.666 | 1,15 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 366.684 | 4,53 | 18.349 | 4,59 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 5.724 | 286 | ||||||
| 2026-04-27 | 13F | Moneywise, Inc. | 102.246 | 52,79 | 5.116 | 52,90 | ||||
| 2026-04-08 | 13F | Exchange Bank | 28.446 | 16,74 | 1.423 | 16,83 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 578.297 | 11,65 | 28.938 | 11,71 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 4.881 | 244 | ||||||
| 2026-05-15 | 13F | Note Advisors, LLC | 19.933 | 6,39 | 997 | 6,18 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 4.868 | 5,44 | 244 | 5,65 | ||||
| 2026-04-28 | 13F | Cobblestone Asset Management LLC | 87.135 | 6,98 | 4.360 | 7,05 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 184.882 | 11,47 | 9.252 | 11,54 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 57.530 | 13,46 | 2.879 | 13,53 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1.588.557 | 17,52 | 79.491 | 17,59 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 17.236 | 893,43 | 862 | 902,33 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 1.210.409 | 0,13 | 60.569 | 0,19 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 23.614 | 5,68 | 1.182 | 5,73 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 12.318 | 616 | ||||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 5.328 | 267 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 220.342 | 14,70 | 11.026 | 14,76 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 4.899 | 245 | ||||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 9.642 | 482 | ||||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 22.787 | 1,01 | 1.140 | 1,06 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 6.282 | 32,09 | 314 | 32,49 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 181 | 852,63 | 9 | |||||
| 2026-04-30 | 13F | Range Financial Group LLC | 33.754 | 11,58 | 1.689 | 11,71 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 455 | 23 | ||||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 4.132 | 207 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 830.312 | 8,19 | 41.549 | 8,25 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 2.075 | 65,60 | 104 | 66,13 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 40.529 | 148,34 | 2.028 | 148,53 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 19.823 | 992 | ||||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 80.531 | 120,74 | 4 | 300,00 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 330.887 | 67,41 | 16.558 | 67,51 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 652 | 33 | ||||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 32.657 | 1.652 | ||||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 7.058 | 0,87 | 353 | 1,15 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 17.428 | 12.714,71 | 872 | 14.433,33 | ||||
| 2026-04-21 | 13F | Financial Architects, LLC | 34.210 | 469,69 | 1.712 | 470,33 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 79.630 | 42,84 | 3.985 | 42,95 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 48.095 | 7,80 | 2.407 | 7,84 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 152.725 | 46,79 | 7.642 | 46,88 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 3.503 | 10,33 | 175 | 10,76 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 46.473 | 15,36 | 2.326 | 15,44 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 663 | 2,31 | 33 | 3,13 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 4.931 | 18,59 | 247 | 18,84 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 1.326 | 66 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 58.904 | 11,51 | 2.948 | 11,59 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 91.004 | 2,41 | 4.554 | 2,45 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2.170.574 | 8,88 | 108.550 | 6,29 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 1.050 | 11,82 | 53 | 13,04 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 18.015 | 202,21 | 901 | 202,35 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 75.903 | 42,94 | 3.798 | 43,05 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 136.284 | 2,72 | 6.820 | 2,77 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 545.755 | 83,19 | 27.310 | 83,31 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 211.579 | 9,51 | 10.587 | 9,57 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 717.308 | 37,83 | 36.016 | 38,38 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 36.045 | 32,88 | 1.804 | 32,96 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 36.165 | 0,48 | 1.813 | 0,28 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 481 | 87,89 | 24 | 84,62 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 82.528 | 7,10 | 4.130 | 7,16 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 15.828 | 11,39 | 792 | 11,55 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 104.367 | 134,52 | 5.223 | 134,70 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 33.925 | 6,75 | 1.698 | 6,80 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 77.032 | 3,43 | 3.855 | 3,49 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 235 | 12 | ||||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 88.287 | 7,47 | 4.418 | 7,23 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 133.372 | 10,32 | 6.674 | 10,39 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 32 | 2 | ||||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 143.849 | 5,99 | 7 | 16,67 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 64.299 | 5,98 | 3.218 | 6,03 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 22.623 | 1.132 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 14.942 | 10,86 | 748 | 10,83 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 46.272 | 7,53 | 2.315 | 7,52 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 5.421 | 28,95 | 271 | 29,05 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 67.650 | 4,82 | 3.385 | 4,90 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 206.345 | 11,32 | 10.303 | 11,13 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 1.128.239 | 194,23 | 56.457 | 194,41 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 7.410 | 18,39 | 371 | 18,21 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 6.660 | 59,41 | 333 | 60,10 | ||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 34.839 | 8,05 | 1.743 | 8,13 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 5.356 | 13,50 | 268 | 13,56 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 10.075 | 4,05 | 504 | 4,13 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 107.033 | 18,69 | 5.356 | 18,76 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 19.493 | 15,40 | 975 | 15,52 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 10.603 | 19,47 | 531 | 19,64 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 9.540 | 29,15 | 477 | 29,27 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 232.388 | 10,10 | 11.602 | 9,91 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 595 | 96,37 | 30 | 93,33 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 188.334 | 5,47 | 9.419 | 2,96 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 3.178 | 159 | ||||||
| 2026-04-14 | 13F | Portfolio Resources Advisor Group, Inc. | 29.234 | 12,30 | 1.463 | 12,38 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 6.505 | 326 | ||||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8.809 | 8,81 | 441 | 8,91 | ||||
| 2026-05-05 | 13F | Midwestern Financial, LLC /IA | 67.458 | 24,52 | 3.376 | 24,58 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 48.742 | 114,62 | 2.439 | 114,89 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 92.647 | 13,25 | 4.636 | 13,32 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 291.951 | 33,30 | 14.609 | 33,38 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 10.301 | 514 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 68.591 | 4,66 | 3.432 | 4,73 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2.291.968 | 4,51 | 114.690 | 4,57 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 289 | 622,50 | 14 | 600,00 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 11.703 | 4,63 | 586 | 4,65 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 18.921 | 947 | ||||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 72.149 | 4,99 | 3.610 | 5,06 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 2.001 | 100 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 32.558 | 34,96 | 1.629 | 35,07 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 68.567 | 5,73 | 3.431 | 5,80 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 4.950 | 4,12 | 248 | 4,22 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 6.906 | 346 | ||||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 4.275 | 214 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 810.366 | 7,47 | 40.578 | 7,53 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 928.734 | 9,84 | 46.474 | 9,90 | ||||
| 2026-04-13 | 13F | Trust Co | 20 | 1 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 11.395 | 49,44 | 570 | 49,61 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 710 | 20,34 | 36 | 20,69 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 18.381 | 46,21 | 916 | 45,86 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 7.206 | 1,28 | 361 | 1,41 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 736.346 | 36.847 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 31.468 | 14,73 | 1.567 | 14,13 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 37.835 | 15,64 | 1.893 | 15,71 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 95.019 | 948,77 | 4.755 | 949,45 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 83.332 | 1,15 | 4.170 | 1,21 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 5.434 | 6,34 | 272 | 6,27 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 22.246 | 1,34 | 1.113 | 1,46 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 20 | 1 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 104.313 | 10,16 | 5.220 | 10,22 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 165.811 | 0,66 | 8.297 | 0,73 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 54.935 | 15,02 | 2.749 | 15,08 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 62.231 | 11,38 | 3.114 | 11,45 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 285 | 5,17 | 14 | 7,69 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 7.746 | 20,52 | 388 | 20,56 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 5.659 | 6,37 | 283 | 6,39 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3.679.041 | 14,95 | 184.099 | 15,02 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 109.828 | 4,11 | 5.496 | 4,17 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 28 | 2.700,00 | 1 | |||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 268.046 | 18,80 | 13.413 | 18,88 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 1.062.201 | 5,55 | 53.153 | 5,61 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 195.228 | 7,18 | 9.768 | 7,24 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 203 | 10 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 152 | 8 | ||||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 176 | 9 | ||||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 597.871 | 3,72 | 29.917 | 3,78 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 71.738 | 21,07 | 3.590 | 21,13 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1.455.696 | 12,21 | 73 | 12,50 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 104.806 | 6,90 | 5.244 | 6,98 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 250.189 | 7,53 | 12.474 | 7,20 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 203 | 0,50 | 0 | |||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 37.549 | 31,78 | 1.879 | 31,88 | ||||
| 2026-05-05 | 13F | GuidedMoney, LLC | 4.284 | 214 | ||||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 18.352 | 14,80 | 918 | 14,89 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 5.322 | 2,48 | 266 | 2,70 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 257.623 | 3,22 | 13 | 0,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 238.543 | 16,92 | 11.937 | 16,99 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 4.474 | 224 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 19.333 | 12,60 | 967 | 12,57 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 19.253 | 17,19 | 963 | 17,30 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 225.372 | 16,39 | 11.221 | 15,87 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 62.468 | 9,59 | 3.126 | 9,65 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 20.835 | 30,43 | 1.043 | 30,58 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 8.663 | 8,65 | 433 | 8,79 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 6.161 | 10,31 | 308 | 10,39 | ||||
| 2026-04-08 | 13F | Sharper & Granite LLC | 9.289 | 25,53 | 465 | 25,41 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 16.649 | 29,37 | 833 | 29,55 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 44 | 2 | ||||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 9.783 | 490 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 102.142 | 5,96 | 5.111 | 6,04 | ||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 275.375 | 13.749 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 8.944 | 9,68 | 448 | 9,83 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 1.192 | 60 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 87.313 | 679,58 | 4.369 | 680,18 | ||||
| 2026-05-14 | 13F | Blalock Williams, Llc | 7.201 | 27,52 | 360 | 27,66 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 2.613.479 | 6,36 | 130.778 | 6,43 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 305.735 | 5,33 | 15.299 | 5,39 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 187.217 | 49,56 | 9.368 | 49,65 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 45.838 | 23,14 | 2.294 | 22,62 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 120.458 | 6.028 | ||||||
| 2026-05-07 | 13F | Key Capital Management, INC | 260 | 13,04 | 13 | 18,18 | ||||
| 2026-04-07 | 13F | Stonekeep Investments, LLC | 47.790 | 3,46 | 2.391 | 119.450,00 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 26.599 | 43,76 | 1.331 | 43,89 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 216 | 8,54 | 11 | 11,11 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 52.618 | 101,78 | 2.631 | 97,08 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 6.491 | 29,23 | 325 | 29,08 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.944.418 | 4,14 | 97.240 | 102.257,89 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 8.763 | 438 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 286 | 83,33 | 14 | 100,00 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 5.677 | 284 | ||||||
| 2026-02-19 | 13F | Aznar Financial Advisors, LLC | 153.494 | 7.676 | ||||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 104 | 5 | ||||||
| 2026-05-13 | 13F | Keystone Financial Group | 82.822 | 11,99 | 4.144 | 12,06 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 6.751 | 0,25 | 338 | 0,30 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 34.773 | 4,37 | 1.740 | 4,44 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 38.069 | 108,04 | 1.905 | 108,09 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 173.048 | 4,30 | 9 | 0,00 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 33.650 | 10,62 | 1.684 | 10,65 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 111.435 | 12,60 | 5.576 | 12,67 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 91.365 | 8,83 | 4.572 | 8,89 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 271.521 | 4,42 | 13.579 | 1,93 | ||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 39.638 | 21,79 | 1.983 | 21,88 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 30.551 | 9,58 | 1.529 | 9,61 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 204.757 | 6,61 | 10.246 | 6,67 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 4.593 | 230 | ||||||
| 2026-05-01 | 13F | Securian Asset Management, Inc | 174.026 | 4,44 | 8.708 | 4,51 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 11.043 | 0,15 | 553 | 0,00 | ||||
| 2026-04-20 | 13F | Boston Standard Wealth Management, LLC | 813.058 | 3,29 | 40.539 | 2,98 | ||||
| 2026-04-23 | 13F | Tarbox Family Office, Inc. | 10.941 | 1,96 | 547 | 2,05 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 20.996 | 18,65 | 1.051 | 18,78 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 125.335 | 10,73 | 6.272 | 10,80 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 4.631 | 11,54 | 232 | 11,59 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 11.586 | 7,03 | 580 | 7,02 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 29.876 | 3,48 | 1.495 | 3,53 | ||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 165.810 | 10,01 | 8.297 | 10,08 | ||||
| 2026-04-21 | 13F | Northern Lights Advisors, Inc. | 36.410 | 4,08 | 1.822 | 4,12 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 33.902 | 8,85 | 1.696 | 8,93 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 42.199 | 17,66 | 2.110 | 14,86 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 42.141 | 101,15 | 2.109 | 101,34 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 106.124 | 50,69 | 5.310 | 50,81 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 10.834 | 22,81 | 542 | 22,90 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 5.418 | 0 | ||||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 10.755 | 5,25 | 538 | 5,28 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 66.483 | 21,29 | 3.327 | 20,81 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 8.625 | 24,26 | 432 | 24,21 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 897.660 | 36,00 | 44.919 | 36,08 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 993.350 | 5,01 | 49.707 | 5,07 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 8.939 | 8,06 | 447 | 8,23 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 905.012 | 15,95 | 45.287 | 16,02 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 1.303.387 | 122,85 | 65.221 | 122,98 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 11.523 | 4,12 | 577 | 4,16 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 90.953 | 12,82 | 4.551 | 12,90 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 12.636 | 8,49 | 632 | 8,59 | ||||
| 2026-04-21 | 13F | WealthNavi Inc. | 6.048.314 | 19,86 | 303 | 19,84 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 6.444 | 6,32 | 322 | 6,27 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 236.690 | 19,08 | 11.844 | 19,14 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 6.802 | 340 | ||||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 7.539 | 1,59 | 377 | 1,62 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 938.550 | 67,50 | 46.965 | 67,60 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 477.394 | 32,19 | 24 | 27,78 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 50.996 | 1,59 | 2.552 | 1,63 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 22 | 1 | ||||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 20.953 | 7,78 | 1.048 | 7,82 | ||||
| 2026-04-14 | 13F | Xena Financial Planning, LLC | 98.980 | 19,09 | 4.953 | 19,15 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 49 | 2,08 | 2 | 0,00 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 54.418 | 9,78 | 2.723 | 9,84 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 2.470.476 | 5,10 | 123.623 | 5,16 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1 | 0 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 446.943 | 22.365 | ||||||
| 2026-05-05 | 13F | Theory Financial Llc | 41.440 | 7,20 | 2.074 | 6,80 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 6.075 | 304 | ||||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 7.991 | 1,81 | 400 | 1,79 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 88.917 | 10,93 | 4.450 | 11,00 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 52.330 | 15,06 | 2.619 | 15,13 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 8.528 | 20,37 | 427 | 20,34 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 31.989 | 258,46 | 1.601 | 258,74 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 1.337 | 0,07 | 67 | 0,00 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 6.259 | 13,84 | 313 | 14,23 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 7 | 0 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 38.480 | 17,45 | 1.926 | 17,52 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 1.150 | 0 | ||||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 337.696 | 5,75 | 16.898 | 5,82 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 26.435.427 | 19,59 | 1.322.829 | 19,66 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 13.591 | 22,65 | 680 | 22,74 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 16.900 | 6,27 | 846 | 6,29 | ||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 58.345 | 7,80 | 2.920 | 7,87 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 16.798 | 3,40 | 841 | 3,45 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 39.220 | 9,22 | 1.963 | 9,30 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 15.345 | 27,94 | 768 | 28,05 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 2.143 | 107 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 11.727 | 681,80 | 587 | 681,33 | ||||
| 2026-05-14 | 13F | Comprehensive Wealth Management, LLC | 37.168 | 12,39 | 1.860 | 12,46 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 27.214 | 83,38 | 1.362 | 83,42 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 23.229 | 0,83 | 1.190 | 0,59 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 39 | 2 | ||||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 715 | 36 | ||||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 93.827 | 1,27 | 4.695 | 1,34 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 44.054 | 18,83 | 2.204 | 18,88 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 100 | 5 | ||||||
| 2026-05-15 | 13F | Janus Henderson Group Plc | 3.157.170 | 29,06 | 157.985 | 29,14 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 73.863 | 5,20 | 3.687 | 4,48 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 205 | 0 | ||||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 92.425 | 8,85 | 4.625 | 6,30 | ||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 1.778 | 2,60 | 89 | 2,33 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 28.365 | 1.419 | ||||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 39.644 | 4,81 | 1.984 | 4,87 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 62.001 | 4,31 | 3.103 | 4,37 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 44.115 | 1,83 | 2.208 | 1,89 | ||||
| 2026-05-15 | 13F | EFG International AG | 7.903 | 395 | ||||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 226.200 | 0,94 | 11.312 | -1,45 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 58.826 | 4,99 | 2.944 | 5,03 | ||||
| 2026-04-14 | 13F | New Capital Management LP | 152.395 | 57,45 | 7.626 | 57,54 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 18.501.989 | 4,40 | 925.840 | 4,46 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1.170 | 18,90 | 59 | 18,37 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 11.088 | 12,17 | 555 | 12,15 | ||||
| 2026-05-15 | 13F | Stadion Money Management, LLC | 304.802 | 0,27 | 15 | -99,90 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 25.456 | 35,81 | 1.274 | 32,60 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 21.376 | 82,86 | 1.070 | 83,05 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 232.948 | 2,10 | 11.657 | 2,16 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 97.909 | 10,17 | 4.899 | 10,24 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 5.513.003 | 128,00 | 273.887 | 126,50 | ||||
| 2026-04-20 | 13F | City State Bank | 42.040 | 0,68 | 2.104 | 0,72 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 5.280 | 264 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 17.201 | 9,53 | 861 | 9,55 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 144.375 | 29,36 | 7.225 | 29,44 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 220.898 | 12,05 | 10.949 | 11,07 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 15.529 | 111,19 | 777 | 111,72 | ||||
| 2026-04-13 | 13F | Wiser Wealth Management, Inc | 94.866 | 3,75 | 4.747 | 3,83 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 7.511 | 60,84 | 376 | 60,94 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 34.856 | 16,41 | 1.744 | 16,50 | ||||
| 2026-05-15 | 13F | Anderson Financial Strategies, LLC | 241.993 | 6,83 | 12.068 | 6,54 | ||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 66.850 | 189,81 | 3.345 | 188,86 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 4.169 | 4,41 | 208 | 3,50 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 555.703 | 12,03 | 27.807 | 12,10 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 14.853 | 6,09 | 743 | 6,14 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 19.586 | 18,84 | 980 | 18,93 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 52.631 | 7,90 | 2.634 | 7,95 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 106.645 | 93,15 | 5.333 | 88,58 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 88.451 | 8,92 | 4.426 | 8,99 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 211.618 | 1,27 | 10.589 | 1,33 | ||||
| 2026-05-11 | 13F | Prudent Investors Network | 867.905 | 9,38 | 43.430 | 9,44 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 145.180 | 25,37 | 7.263 | 25,07 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 60.766 | 17,64 | 3.041 | 17,69 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 79.503 | 3,36 | 3.978 | 3,43 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 144.391 | 6,23 | 7.225 | 6,30 | ||||
| 2026-05-14 | 13F | BNP Paribas Asset Management Holding S.A. | 5.175.776 | 0,90 | 257.805 | 100.605,08 | ||||
| 2026-04-14 | 13F | Sensenig Capital Advisors, Inc | 8.428 | 0,64 | 422 | 0,72 | ||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 26.393 | 8,81 | 1.321 | 8,82 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 4.285 | 214 | ||||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 65.227 | 1,58 | 3.264 | 1,62 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 440.997 | 7,66 | 21.988 | 7,34 | ||||
| 2026-05-18 | 13F | Vestwell Advisors, LLC | 9.262 | 16,80 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 2.255.829 | 3,57 | 112.882 | 104.419,44 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 629.064 | 2,68 | 31.478 | 2,74 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 31.920 | 12,50 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 24.864 | 3,26 | 1.244 | 3,32 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 23.308 | 9,39 | 1.166 | 9,48 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 19.110 | 3,81 | 956 | 3,91 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 2.245 | 0,81 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 363.745 | 9,32 | 18.202 | 9,39 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 5.142 | 257 | ||||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 22.101 | 0,42 | 1.106 | 0,45 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5.108 | 256 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 15.045 | 6,95 | 753 | 8,20 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 7.719 | 11,21 | 386 | 6,65 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 1.346.915 | 67.400 | ||||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 13.511 | 0,09 | 676 | 0,15 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 25 | 1 | ||||||
| 2026-05-12 | 13F | Creative Planning | 2.378.106 | 1.008,77 | 119.000 | 1.009,45 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 11.600 | 4,51 | 580 | 4,50 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 7.820 | 48,75 | 391 | 49,24 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 77.070 | 310,65 | 3.857 | 311,09 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 30.496 | 11,17 | 1.526 | 11,31 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 43.287 | 10,15 | 2.166 | 10,23 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 1.936 | 31,97 | 97 | 31,51 | ||||
| 2026-05-07 | 13F | Nyl Investors Llc | 352.312 | 3,21 | 17.630 | 3,27 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 13 | 1 | ||||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 10.234 | 18,38 | 512 | 18,52 | ||||
| 2026-04-28 | 13F | Hobbs Wealth Management, LLC | 15.541 | 35,29 | 778 | 35,37 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 823 | 3,91 | 41 | 5,13 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 67.040 | 11,23 | 3.355 | 11,28 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 14.592 | 12,69 | 730 | 12,83 | ||||
| 2026-04-17 | 13F | Amarillo National Bank | 596.651 | 3,99 | 29.856 | 4,05 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 4.774 | 4,08 | 239 | 3,93 | ||||
| 2026-05-04 | 13F | Nwam Llc | 20.870 | 23,11 | 1.044 | 22,82 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 16.419.088 | 2,07 | 821.611 | 2,13 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 69.506 | 125,37 | 3.478 | 127,02 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 7.126 | 2,95 | 357 | 2,89 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 25.251 | 16,16 | 1.264 | 16,19 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 58.700 | 2.937 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 6.236 | 312 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 682.304 | 8,96 | 34 | 9,68 | ||||
| 2026-04-27 | 13F | Matson Money. Inc. | 9.753.565 | 4,62 | 488.068 | 4,56 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 5.702 | 285 | ||||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 350.895 | 4,19 | 17.499 | 3,90 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 88.293 | 10,27 | 4.418 | 10,34 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 86.088 | 3,74 | 4.308 | 3,78 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 6.679 | 334 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 301 | 276,25 | 15 | 275,00 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 10.332 | 4,74 | 517 | 4,87 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 85.342 | 18,03 | 4.271 | 18,12 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 15.428 | 9,85 | 772 | 9,97 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 6.019 | 301 | ||||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 17.143 | 20,17 | 858 | 20,20 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 14.531 | 60,99 | 727 | 61,20 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 135.167 | 7,65 | 6.764 | 7,71 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 10.487 | 8,89 | 525 | 6,50 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 12.837 | 2,92 | 642 | 3,05 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 24.557 | 6,17 | 1.229 | 6,23 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 19.102 | 3,31 | 956 | 3,35 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 855 | 65,70 | 43 | 68,00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 1.991.200 | 10,12 | 100 | 10,00 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 44.589 | 43,71 | 2.231 | 43,78 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 25.730 | 38,74 | 1 | |||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 53.229 | 504,81 | 2.655 | 503,41 | ||||
| 2026-04-22 | 13F | RBA Wealth Management, LLC | 5.950 | 0,57 | 298 | 0,68 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 26.212 | 135,06 | 1.310 | 135,19 | ||||
| 2026-04-21 | 13F | Polaris Investment Advisors, LLC | 38.491 | 7,35 | 1.926 | 7,42 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 737.294 | 13,98 | 36.894 | 14,05 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 15.101 | 39,99 | 756 | 40,07 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 15.359 | 38,48 | 769 | 38,63 |
