Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Core MSCI International Developed Markets ETF eröffnet haben, gehören Richard Bernstein Advisors LLC, ESL Trust Services, LLC, Cambridge Associates Llc /ma/ /adv, Ausdal Financial Partners, Inc., ARGI Investment Services, LLC, Stark Wealth Management LLC, Wright Fund Managment, LLC, Mount Yale Investment Advisors, LLC, Vertex Planning Partners, LLC, Atria Investments Llc, Brown Advisory Inc, Evolve Private Wealth, Llc, Purkiss Capital Advisors LLC, Argent Trust Co, Ehrlich Financial Group, Sanchez Gaunt Capital Management, LLC, My Purposeful Wealth Corp., Collaborative Fund Advisors, LLC, E-Wealth Partners, LLC, und ASB Consultores, LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 175.025 | 6,52 | 14.627 | 7,93 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 74.339 | 279,44 | 6.213 | 272,20 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 7.472 | 1,36 | 624 | 2,63 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.835.423 | 23,63 | 153.386 | 25,26 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 419.077 | 6,46 | 35.022 | 7,87 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 46.671 | 919,24 | 4.024 | 937,11 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 167.203 | 173,98 | 13.791 | 174,01 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 3.000 | 251 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 4.122 | 344 | ||||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 12.159 | 1.067 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 489.301 | 2,54 | 40.891 | 3,89 | ||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 14.021 | 1,00 | 1.183 | 3,32 | ||||
| 2026-05-11 | 13F | Rock Creek Group, LP | 606.193 | 5,87 | 50.660 | 7,26 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 19.695 | 18,03 | 1.646 | 19,55 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 101.566 | 8.488 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 63 | 5 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1.042 | 15,78 | 87 | 17,57 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 90.359 | 4,74 | 7.551 | 6,13 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 27.736 | 2.318 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 39.041 | 28,42 | 3.263 | 30,12 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 11.786 | 985 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 71.061 | 0,04 | 5.939 | 1,37 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 52.672 | 24,59 | 4 | 33,33 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 8 | 1 | ||||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 3.684 | 7,44 | 308 | 8,48 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 158.079 | 2,07 | 13.211 | 3,42 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 6.836 | 6,07 | 571 | 7,53 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 29.378 | 3,70 | 2.455 | 5,09 | ||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 564.751 | 47.196 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 908 | 76 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 31.487 | 29,41 | 2.597 | 33,18 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 4.880 | 408 | ||||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 191.163 | 10,39 | 15.975 | 11,85 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 5.503 | 0,35 | 460 | 1,55 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 937.195 | 0,47 | 78.317 | 1,78 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 127.711 | 7,00 | 10.710 | 8,79 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 2.917 | 244 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2.019.870 | 6,16 | 168.801 | 7,56 | ||||
| 2026-04-09 | 13F | Epiq Partners, Llc | 3.065 | 256 | ||||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 36.574 | 3.056 | ||||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 186 | 16 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 313.226 | 4,51 | 27.445 | 11,02 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 301.018 | 5,68 | 25.156 | 7,08 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 2.382 | 199 | ||||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 62.977 | 25,16 | 5.263 | 26,80 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 3.364 | 281 | ||||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 99.681 | 4,41 | 8.330 | 2,33 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 28.149 | 1.883,72 | 2.352 | 1.910,26 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 3.278.313 | 1,75 | 270.395 | 4,68 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 9.346 | 781 | ||||||
| 2026-04-20 | 13F | MBA Advisors LLC | 95.511 | 4,97 | 7.982 | 6,36 | ||||
| 2026-04-30 | 13F | Corrado Advisors, Llc | 7.233 | 8,80 | 604 | 10,22 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 21.646 | 94,75 | 1.809 | 97,38 | ||||
| 2026-04-22 | 13F | J. Team Financial, Inc. | 7.993 | 12,70 | 668 | 14,21 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 37.136 | 2.251,87 | 3.063 | 2.330,16 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 16.994 | 88,42 | 1.420 | 91,12 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 381 | 32 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 34.279 | 87,67 | 2.865 | 90,17 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 6.969 | 3,77 | 582 | 5,24 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 91.986 | 0,14 | 7.687 | 1,47 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 10.004 | 1,18 | 836 | 2,58 | ||||
| 2026-04-07 | 13F | Eastern Bank | 334 | 475,86 | 28 | 575,00 | ||||
| 2026-02-04 | 13F | VanderPol Investments L.L.C. | 28.290 | 4,37 | 2.333 | 5,90 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 88.353 | 387,14 | 7.384 | 393,85 | ||||
| 2026-05-12 | 13F | Tannin Capital LLC | 3.999 | 334 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 3.642 | 1,59 | 304 | 3,05 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 36.166 | 105,86 | 3.017 | 108,21 | ||||
| 2026-05-15 | 13F | Connors Investor Services Inc | 6.940 | 580 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 668 | 0,45 | 56 | 1,85 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 9.620 | 804 | ||||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 86.068 | 19,45 | 7.193 | 21,04 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 437 | 37 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 3.202 | 450,17 | 285 | 491,67 | ||||
| 2026-04-22 | 13F | Motco | 2.078 | 174 | ||||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 4.088 | 0,44 | 342 | 1,79 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 24.745 | 2.068 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 679.524 | 1,96 | 56.774 | 3,28 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 78.837 | 867,68 | 6.588 | 881,82 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 121.474 | 218,55 | 10.152 | 222,77 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 3.399 | 18,56 | 284 | 20,34 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 3.153 | 23,21 | 263 | 24,64 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 3.178 | 266 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.166.486 | 9,63 | 97.483 | 11,08 | ||||
| 2026-05-13 | 13F | Syon Capital Llc | 3.790 | 317 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 15.287 | 11,67 | 1.346 | 14,27 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 4.628.401 | 4,41 | 374.947 | 2,55 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 12.053 | 4,13 | 1.007 | 5,56 | ||||
| 2026-04-27 | 13F | Hi-Line Capital Management, LLC | 395.579 | 26,64 | 33.059 | 28,31 | ||||
| 2026-05-13 | 13F | Alliance Private Wealth, LLC | 153.687 | 1,77 | 12.844 | -2,28 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 5.562.808 | 23,28 | 464.884 | 24,91 | ||||
| 2026-05-14 | 13F | Betterment LLC | 14.868 | 10,90 | 1 | 0,00 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 2.650 | 221 | ||||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 8.689 | 726 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 7.729 | 6,71 | 646 | 8,04 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 14.187 | 1.186 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 119.419 | 3,54 | 9.980 | 4,91 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 12.146.738 | 4,47 | 1.001.858 | 7,48 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 3.016 | 268 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 30.199 | 15,73 | 2.524 | 17,24 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 17.161 | 20,18 | 1.434 | 21,84 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 3.779.896 | 5,78 | 315.621 | 7,09 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 137.539 | 14,06 | 11.490 | 15,52 | ||||
| 2026-04-10 | 13F | Green Ridge Wealth Planning LLC | 122.277 | 4,15 | 10.219 | 5,53 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 137.539 | 11.490 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 12.300 | 5,72 | 1.028 | 7,09 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 4.094 | 342 | ||||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 3.708 | 37,13 | 310 | 31,49 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 137 | 11 | ||||||
| 2026-04-24 | 13F | Mann Financial Group, Inc. | 14.843 | 59,64 | 1.240 | 61,88 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 31.950 | 3,08 | 2.635 | 6,08 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1.265 | 572,87 | 106 | 600,00 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 3.294.618 | 15.141,57 | 275.331 | 15.350,67 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 40.947 | 996,60 | 3.422 | 1.014,33 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 35.276 | 3 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 34.381 | 557,63 | 2.836 | 687,50 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 27.694 | 21,07 | 2.314 | 22,69 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 2.759 | 231 | ||||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 267.895 | 9,92 | 22.388 | 11,37 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 66 | 6 | ||||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 31.107 | 0,09 | 2.600 | 1,40 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 147.235 | 6,01 | 12.304 | 7,41 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 81.373 | 9,66 | 6.800 | 11,11 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 113.746 | 1.817,82 | 9.506 | 1.843,76 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 3.516.695 | 3,21 | 290.057 | 6,19 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 617 | 60,68 | 0 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 366.623 | 160,77 | 30.639 | 164,21 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 6.393 | 7,21 | 534 | 4,30 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 44.270 | 3.700 | ||||||
| 2026-05-12 | 13F | Prism Planning Partners LLC | 123.615 | 1,57 | 10.330 | 2,92 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 4.064.751 | 5,37 | 339.691 | 6,76 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 221.475 | 18.509 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 29.795 | 35,90 | 2.490 | 37,67 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 424.183 | 5,55 | 35.449 | 6,94 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 2.896 | 4,17 | 242 | 5,68 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 55 | 5 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 23.536 | 19,75 | 2 | 0,00 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 10.307 | 835 | ||||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 20.806 | 1,13 | 1.739 | 2,48 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 83.039 | 1,06 | 6.940 | 2,39 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 3.053.125 | 1.299.102,13 | 255.150 | 1.342.789,47 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 6.180 | 22,11 | 524 | 21,30 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 278.399 | 10,34 | 23.266 | 11,79 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 64 | 5 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 28.342 | 26,64 | 2.369 | 28,35 | ||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 3.818 | 44,18 | 319 | 46,33 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 2.395 | 200 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 21.091 | 143,91 | 1.763 | 147,12 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 2.471 | 207 | ||||||
| 2026-04-14 | 13F | BSW Wealth Partners | 342.034 | 0,40 | 28.584 | 1,73 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 910 | 76 | ||||||
| 2026-05-14 | 13F | Bank Of Korea | 14.003.997 | 84,07 | 1.170.314 | 86,50 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1.727 | 144 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.951 | 12,58 | 163 | 14,79 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 11.531 | 1,08 | 964 | 2,45 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 2.552 | 213 | ||||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 4.317 | 39,21 | 361 | 41,18 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 30.389 | 2.540 | ||||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 43.711 | 8,29 | 3.653 | 9,70 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 34.228 | 7,72 | 2.860 | 9,16 | ||||
| 2026-05-13 | 13F | Cambridge Associates Llc /ma/ /adv | 240.714 | 20.116 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 3.109.957 | 10,69 | 259.899 | 12,15 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 1.862 | 156 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 13.293.015 | 10,04 | 1.110.897 | 11,49 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 624 | 267,06 | 52 | 271,43 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 3.000 | 251 | ||||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 2.220 | 186 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 26.109 | 11,07 | 2.182 | 12,54 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 2.410 | 201 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 13.961 | 11,68 | 1.167 | 13,09 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 1.493.767 | 0,81 | 123.206 | 3,71 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 34.614 | 46,50 | 2.893 | 48,46 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 1.668.425 | 2,31 | 139.430 | 3,66 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 1.281.026 | 918,34 | 107.055 | 931,86 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 8.809 | 51,20 | 736 | 53,33 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 13.186 | 9,16 | 1.102 | 10,54 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 80.895 | 6.760 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 135.942 | 245,39 | 11.361 | 249,97 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 36 | 3 | ||||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 46.907 | 13,03 | 3.920 | 14,55 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 15 | 1 | ||||||
| 2026-05-11 | 13F | Arrow Financial Corp | 558.240 | 2,19 | 46.652 | 3,54 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 1.037 | 6,69 | 87 | 7,50 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 898.464 | 29,15 | 75.084 | 30,85 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 9.686 | 88,00 | 809 | 90,80 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 2.975 | 14,25 | 249 | 15,89 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 55.478 | 8,48 | 4.636 | 9,91 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 49.765 | 24,83 | 4.159 | 26,46 | ||||
| 2026-04-20 | 13F | Peirce Capital Management, LLC | 178.493 | 0,66 | 14.917 | 1,99 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 5.031 | 420 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 26.403 | 111,75 | 2.240 | 117,80 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 55 | 5 | ||||||
| 2026-05-12 | 13F | Aspiriant, Llc | 110.712 | 7,77 | 9.252 | 9,21 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 22.129 | 16,81 | 1.849 | 18,37 | ||||
| 2026-04-28 | 13F | Collaborative Fund Advisors, LLC | 18.589 | 1.553 | ||||||
| 2026-04-08 | 13F | Gainplan LLC | 11.722 | 6,74 | 980 | 8,18 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 2.805 | 234 | ||||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 12.512 | 11,73 | 1.046 | 13,22 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1.072 | 214,37 | 90 | 217,86 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 1.210 | 365,38 | 101 | 380,95 | ||||
| 2026-05-15 | 13F | Peterson Wealth Management | 1.367 | 114 | ||||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 22.497 | 0,40 | 1.880 | 1,73 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 606.254 | 6,42 | 50.004 | 111.017,78 | ||||
| 2026-05-12 | 13F | Creative Planning | 19.092.951 | 8,76 | 1.595.598 | 10,19 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 103.493 | 15,54 | 8.649 | 17,05 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 11.829 | 3,12 | 1 | |||||
| 2026-05-13 | 13F | Aureus Asset Management, LLC | 7.909 | 661 | ||||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 26.069 | 2.179 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 3.181 | 266 | ||||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 3.349 | 2,42 | 280 | 3,72 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 82 | 47,27 | ||||||
| 2026-05-01 | 13F | Midwest Trust Co | 73.271 | 0,05 | 6.123 | 1,37 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 20.668 | 1.727 | ||||||
| 2026-04-21 | 13F | E&G Advisors, LP | 20.977 | 2,60 | 1.753 | 3,97 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 86.123 | 36,82 | 7.197 | 38,64 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 2.725 | 228 | ||||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 30.058 | 2.512 | ||||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 47.673 | 3,47 | 3.985 | 4,84 | ||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 7.162 | 57,37 | 599 | 59,47 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 11 | 1 | ||||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 66.063 | 3,18 | 5.521 | 4,53 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 4.290 | 2,29 | 359 | 3,77 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 54.858 | 0,31 | 4.584 | 1,64 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 43.629 | 63,85 | 3.646 | 66,03 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 41 | 13,89 | 3 | 50,00 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 7.334 | 613 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 2.046 | 196,95 | 171 | 205,36 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 79.723 | 62,39 | 6.662 | 64,53 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 940 | 19,75 | 79 | 21,88 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 210.267 | 37,65 | 17.572 | 39,46 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 8.082 | 110,30 | 667 | 116,23 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 247.915 | 2,79 | 22.005 | 10,62 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 1.624.893 | 1,36 | 135.792 | 2,70 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 36.339 | 10,29 | 3.037 | 11,74 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 13.142.459 | 57,47 | 1.098.972 | 60,51 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.815.864 | 26,65 | 151.752 | 28,32 | ||||
| 2026-04-22 | 13F | BluePath Capital Management, LLC | 2.537 | 212 | ||||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 28.072 | 10,33 | 2.346 | 11,77 | ||||
| 2026-04-27 | 13F | Bulltick Wealth Management, LLC | 7.123 | 595 | ||||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 8.029 | 671 | ||||||
| 2026-04-13 | 13F | Arwa Llc | 9.685 | 27,82 | 849 | 35,90 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 217.934 | 272,77 | 18.213 | 277,69 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 19.737 | 1,70 | 1.649 | 3,06 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 19.039 | 1.591 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 41.251 | 7,00 | 3.447 | 114.800,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 157.141 | 4,08 | 13.132 | 5,45 | ||||
| 2026-05-15 | 13F | Compass Wealth Management, LLC/GA | 75.228 | 2,02 | 6.287 | 3,37 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 7 | 1 | ||||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 142 | 12 | ||||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 213.030 | 2,71 | 17.803 | 4,07 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 67.590 | 8,67 | 5.648 | 10,12 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 40 | 5,26 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 41.205 | 3 | ||||||
| 2026-05-15 | 13F | Investment Counsel Co Of Nevada | 176 | 15 | ||||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 119.062 | 4,58 | 9.950 | 5,96 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 8 | 1 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 10.924 | 9,69 | 913 | 10,55 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 6.178.128 | 516.307 | ||||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 447.091 | 3,80 | 37.363 | 5,17 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 2.755 | 2,45 | 230 | 4,07 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 178.535 | 15 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 13.731 | 0,31 | 1.147 | 1,59 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 6.303 | 51,51 | 527 | 53,35 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 4.645 | 36,62 | 388 | 38,57 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 4.091 | 1,01 | 0 | |||||
| 2026-04-28 | 13F | Fundamentun, Llc | 11.132 | 21,90 | 930 | 23,51 | ||||
| 2026-05-15 | 13F | ARGI Investment Services, LLC | 182.623 | 15.262 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 661.077 | 4.085,09 | 55.246 | 4.143,16 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 3.124 | 261 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 1.714.721 | 2,15 | 143.299 | 3,50 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 13.810 | 1.139 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 6.970 | 0,07 | 582 | 1,39 | ||||
| 2026-05-01 | 13F | Mueller Wealth, LLC | 242.742 | 393,62 | 20.286 | 400,12 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 17.969 | 14,64 | 1.524 | 17,88 | ||||
| 2026-05-15 | 13F | Kentucky Farm Bureau Mutual Insurance Co | 0 | 0 | ||||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 182.588 | 11.771 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 5.458.824 | 57,00 | 456.194 | 59,07 | ||||
| 2026-05-11 | 13F | Kondo Wealth Advisors, Inc. | 277.303 | 1,35 | 23.174 | 2,69 | ||||
| 2026-04-29 | 13F | LTS Liquid Investments LLC | 77.767 | 1,30 | 6.499 | 2,64 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 40.039 | 3,91 | 3.346 | 5,29 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 246.173 | 3,09 | 20.573 | 4,45 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 2.698 | 225 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 371.900 | 14,47 | 31 | 19,23 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 4.933 | 57,15 | 375 | 45,35 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 23.318 | 2,36 | 1.949 | -0,92 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 154.501 | 54,17 | 13 | 50,00 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 128.377 | 8,67 | 10.728 | 10,11 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 351 | 29 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 657.329 | 5,70 | 54.933 | 7,09 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 744 | 18,85 | 62 | 21,57 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 5.697.125 | 32,61 | 476.109 | 34,36 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 225.035 | 9,51 | 18.806 | 10,96 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 1.464.742 | 20,02 | 122.409 | 21,61 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 11.672 | 3,29 | 975 | 4,61 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 10.011 | 32,67 | 837 | 34,41 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 64.678 | 5.405 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 11.084 | 15.511,27 | 926 | 18.420,00 | ||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 8.531 | 62,56 | 713 | 64,81 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 4.724 | 17,86 | 395 | 19,39 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 32.034 | 1,63 | 2.677 | 3,00 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 139.557 | 6,77 | 12.337 | 14,42 | ||||
| 2026-04-27 | 13F | F&V Capital Management, LLC | 17.920 | 4,73 | 1 | 0,00 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 29.120 | 46,69 | 2.434 | 48,63 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 11.273 | 27,23 | 942 | 29,04 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 6.142 | 513 | ||||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 762.690 | 2,83 | 63.738 | 4,19 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 55.962 | 1,79 | 4.677 | 3,13 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 6.180 | 516 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 31.932 | 49,92 | 2.669 | 56,11 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 4.355 | 2,54 | 364 | 3,71 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 13.005 | 189,97 | 1.087 | 194,31 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 7.431 | 9,76 | 621 | 11,29 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 5.872 | 1,73 | 491 | 2,94 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 2.775 | 232 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 7.292 | 137,06 | 609 | 140,71 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 244.628 | 6,02 | 20.439 | 7,40 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1.721 | 144 | ||||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 37.370 | 11,78 | 3.123 | 13,24 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 157.979 | 2,60 | 13.202 | 3,96 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 8.414 | 9,83 | 703 | 11,41 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 16.561.195 | 38,57 | 1.384.019 | 40,40 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 12.989 | 1,44 | 1.085 | 2,75 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 5.995 | 40,86 | 501 | 42,74 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 3.594 | 2,86 | 300 | 4,17 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 18.225 | 4,16 | 1.523 | 5,54 | ||||
| 2026-05-14 | 13F | ASB Consultores, LLC | 13.182 | 1.161 | ||||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 16 | 1 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 25.073.469 | 24,46 | 2.095.390 | 26,11 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 9.088 | 22,08 | 759 | 27,35 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 308 | 26 | ||||||
| 2026-04-23 | 13F | BXM Wealth LLC | 20.418 | 0,03 | 1.706 | 1,37 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 200 | 17 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 653.949 | 9,95 | 54.651 | 11,40 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 1.290.231 | 2,29 | 107.825 | 3,64 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 187.032 | 9,72 | 15.630 | 11,17 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 359 | 113,69 | 30 | 130,77 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 192.740 | 2,70 | 16.107 | 4,06 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 11.186 | 237,44 | 904 | 231,14 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 38.181 | 186,11 | 3.161 | 187,36 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 31.594 | 531,50 | 2.680 | 550,49 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 488.968 | 1,84 | 40.863 | 3,18 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 164.761 | 151,31 | 13.769 | 154,65 | ||||
| 2026-05-11 | 13F | Prudent Investors Network | 370.656 | 6,67 | 30.976 | 8,08 | ||||
| 2026-05-14 | 13F | Main Management ETF Advisors, LLC | 926.308 | 14,45 | 77 | 16,67 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 16.286 | 227,16 | 1.361 | 231,95 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 80.891 | 2,78 | 6.760 | 4,14 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 267.257 | 3,13 | 22.335 | 4,49 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 115.313 | 194,74 | 9.637 | 198,70 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 244.510 | 5,90 | 20.434 | 7,29 | ||||
| 2026-05-05 | 13F | PFG Advisors | 9.883 | 15,97 | 826 | 17,52 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 523.253 | 19,21 | 45.879 | 26,73 | ||||
| 2026-04-10 | 13F | Oak Root LLC | 221.516 | 25,02 | 18.512 | 26,67 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 5.777 | 13,30 | 483 | 14,76 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 17.348 | 5.063,10 | 1.450 | 5.266,67 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 15.000 | 1.254 | ||||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 3.743 | 313 | ||||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 4.636 | 387 | ||||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 4.555 | 1,18 | 381 | 2,43 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 217.366 | 8,02 | 18.165 | 9,45 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 29 | 480,00 | 2 | |||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 3.719 | 311 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 34.412 | 1,61 | 2.876 | 5,43 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 3.887 | 325 | ||||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 11.585 | 2,40 | 968 | 3,75 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 70.500 | 9,81 | 5.892 | 11,26 | ||||
| 2026-05-15 | 13F | New England Asset Management Inc | 440.960 | 4,84 | 36.851 | 6,23 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 289 | 117,29 | 24 | 140,00 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 116.384 | 14,80 | 9.726 | 16,33 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 55 | 5 | ||||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 58.877 | 12,83 | 4.920 | 14,34 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 163.466 | 21,14 | 13.661 | 22,74 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 206.710 | 87,27 | 17.275 | 89,74 | ||||
| 2026-05-15 | 13F | Eight 31 Financial Llc | 80.110 | 1,59 | 6.695 | 2,92 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 279.919 | 24,72 | 23.393 | 26,37 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 21.722 | 1,55 | 1.912 | 6,22 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 7.596 | 4,82 | 635 | 6,20 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 15.185 | 31,27 | 1.269 | 33,02 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 41.915 | 2,02 | 3.503 | 3,36 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 5.961 | 23,24 | 498 | 25,13 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 16.698 | 19,19 | 1.395 | 20,78 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 2.760.114 | 25,92 | 231 | 27,78 | ||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 159.555 | 175,44 | 13.334 | 179,13 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 5.384 | 18,25 | 444 | 21,64 | ||||
| 2026-04-20 | 13F | Crane Advisory, LLC | 178.638 | 14,39 | 15.856 | 18,87 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 36.317 | 119,58 | 3.190 | 128,67 | ||||
| 2026-04-16 | 13F | Friday Financial | 146.666 | 1,01 | 12.257 | 2,34 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 258.999 | 5,77 | 21.645 | 7,17 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 152.289 | 12,94 | 12.727 | 14,43 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 12 | 1 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2.966 | 13,77 | 248 | 14,88 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 25.077 | 3,81 | 2.096 | 5,17 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 110.966 | 10,64 | 9.273 | 12,10 | ||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 23.355 | 21,49 | 1.952 | 23,09 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 5.221 | 436 |