Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Core 1-5 Year USD Bond ETF eröffnet haben, gehören Financial Solutions Advisory Group, Inc., Clear Wave Wealth Management Llc, Becker Capital Management Inc, Planning Directions Inc, Avail Investment Partners, LLC, Picton Mahoney Asset Management, VestGen Advisors, LLC, Commerce Advisors, LLC, Tiaa-cref Individual & Institutional Services, Llc, OneAscent Financial Services LLC, Harmony Asset Management Llc, Guerra Pan Advisors, Llc, Prosperity Consulting Group, LLC, Cornerstone Advisory, LLC, Brookstone Capital Management, Fifth Third Securities, Inc., Turtle Creek Wealth Advisors, LLC, SageView Advisory Group, LLC, Hickory Point Bank & Trust, und Vanguard Advisers Inc .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 12.294 | 0,40 | 596 | -0,67 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 843 | 41 | ||||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 1.128.804 | 6,03 | 54.702 | 5,40 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 94.905 | 0,89 | 4.599 | 0,28 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 102.105 | 21,85 | 4.948 | 21,13 | ||||
| 2026-04-17 | 13F | Values First Advisors, Inc. | 140.270 | 2,29 | 6.797 | 1,68 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 156.944 | 787,04 | 7.606 | 782,25 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 15.561 | 0,03 | 754 | -0,53 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 14.731 | 2,98 | 714 | 2,30 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 9.769 | 17,53 | 473 | 16,79 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 4.166 | 202 | ||||||
| 2026-04-16 | 13F | Security National Bank | 4.263 | 96,63 | 207 | 96,19 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 1.556 | 0,39 | 75 | 0,00 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 33.917 | 1.636 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5.127 | 1,85 | 248 | 1,22 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 7.182 | 0,01 | 348 | -0,57 | ||||
| 2026-04-20 | 13F | Schwab Charitable Fund | 5.708 | 21,76 | 277 | 21,05 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 95.834 | 1.438,76 | 4.644 | 20,69 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 10.260 | 9,22 | 497 | 8,75 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 195.521 | 19,72 | 9.475 | 19,01 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 105.553 | 7,42 | 5.115 | 6,78 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 72.379 | 12,31 | 3.507 | 11,65 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 369 | 2.206,25 | 18 | |||||
| 2026-04-15 | 13F | Independence Financial Advisors, LLC | 156.225 | 1,43 | 7.571 | 0,83 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 139 | 7 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 4.530 | 4,76 | 221 | 4,27 | ||||
| 2026-04-27 | 13F | Turn8 Private Wealth Inc. | 74.100 | 35,26 | 3.591 | 34,49 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 6.224 | 0,45 | 302 | -0,33 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 7.212 | 6,28 | 349 | 5,76 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 6.169 | 1,06 | 299 | 0,34 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 75.111 | 5,73 | 3.640 | 5,08 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 413.258 | 961,38 | 20.026 | 955,11 | ||||
| 2026-04-24 | 13F | Optas, LLC | 6.760 | 328 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 5.709 | 104,11 | 277 | 102,94 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 416.095 | 2,97 | 20.164 | 2,36 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 53.825 | 6,43 | 2.608 | 5,80 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 2.568.895 | 9,54 | 124.489 | 8,89 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 729.039 | 3,26 | 35.395 | 2,82 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 449.530 | 3,56 | 21.784 | 2,95 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 23.660 | 3,49 | 1.147 | 2,87 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 82.799 | 57,73 | 4.003 | 56,31 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 6.691 | 52,24 | 324 | 51,40 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 5.212 | 7,55 | 253 | 6,78 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 245.302 | 12,62 | 11.887 | 11,95 | ||||
| 2026-04-22 | 13F | Abundance Wealth Counselors | 246.328 | 4,66 | 11.937 | 4,04 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 371.376 | 17.997 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 1.333 | 66,62 | 65 | 68,42 | ||||
| 2026-05-15 | 13F | State Of Wisconsin Investment Board | 5.415.025 | 1,93 | 262.412 | 1,32 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 134.983 | 5,94 | 6.541 | 5,31 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 4.160 | 97,16 | 202 | 97,06 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 14.311 | 7,20 | 694 | 6,62 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 834.719 | 7,78 | 40.450 | 7,14 | ||||
| 2026-04-15 | 13F | Spirit Of America Management Corp/ny | 4.560 | 0,75 | 221 | 0,45 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2.895 | 3,02 | 140 | 2,94 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 9.668 | 469 | ||||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 309 | 15 | ||||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 569.876 | 3,23 | 27.616 | 2,62 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 8.686 | 421 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2.289.658 | 2,98 | 110.957 | 2,37 | ||||
| 2026-05-05 | 13F | Bcm Advisors, Llc | 70.639 | 4,07 | 3.407 | 2,90 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 6.524 | 316 | ||||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 124.023 | 15,79 | 6.010 | 15,11 | ||||
| 2026-05-18 | 13F | Cim, Llc | 551.770 | 0,09 | 26.739 | -0,50 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 48.739 | 3,35 | 2.362 | 2,70 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 18.596 | 8,46 | 901 | 7,90 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 4.867 | 5,41 | 236 | 4,44 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1.320.761 | 2,82 | 64.004 | 2,21 | ||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 68.709 | 3.334 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 118.298 | 10,54 | 5.733 | 9,89 | ||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 412.078 | 19.969 | ||||||
| 2026-05-08 | 13F | Joseph Group Capital Management | 33.054 | 15,59 | 1.602 | 14,85 | ||||
| 2026-04-07 | 13F | Eastern Bank | 74 | 4 | ||||||
| 2026-05-14 | 13F | Acorns Advisers, LLC | 11.821.596 | 2,31 | 573 | 1,60 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 19.757 | 3,91 | 954 | 3,02 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 14.646 | 5,72 | 1 | |||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 15.685 | 0,33 | 760 | -0,26 | ||||
| 2026-05-05 | 13F | Harmony Asset Management Llc | 6.552 | 318 | ||||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 9.282 | 55,01 | 450 | 54,30 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 4.317 | 0,14 | 209 | -0,48 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 9.248 | 1,46 | 448 | 0,90 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 19.374 | 939 | ||||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 277.861 | 2,63 | 13.465 | 2,02 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 17.909 | 1,06 | 868 | 0,46 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 224.625 | 5,38 | 10.885 | 4,76 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 1.585 | 77 | ||||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 4.605 | 223 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 16.124 | 0,56 | 781 | 0,00 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 52.204 | 12,19 | 2.530 | 11,51 | ||||
| 2026-04-28 | 13F | Townsend & Associates, Inc | 1.205.567 | 3,33 | 58.506 | 2,89 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 3.095 | 82,60 | 150 | 81,71 | ||||
| 2026-05-07 | 13F | Washington Trust Bank | 85.987 | 48,89 | 4.167 | 47,99 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 4.585 | 222 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 439.895 | 13,97 | 21.317 | 13,30 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 30.447 | 0,33 | 1.475 | -0,27 | ||||
| 2026-04-10 | 13F | Corepath Wealth Partners Llc | 134.589 | 0,54 | 6.518 | -0,15 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 22.246 | 3,34 | 1.078 | 2,76 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 557.462 | 8,54 | 27.015 | 7,89 | ||||
| 2026-04-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 12.636 | 0,27 | 612 | -0,33 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 16.932 | 23,94 | 821 | 23,31 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 478.052 | 7,04 | 23 | 9,52 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 113.731 | 23,71 | 5.520 | 23,19 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 353 | 30,26 | 17 | 30,77 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 200.821 | 9.732 | ||||||
| 2026-04-29 | 13F | Invested Advisors | 74.838 | 25,69 | 3.627 | 24,95 | ||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 325.624 | 7,49 | 15.780 | 6,85 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 10.844 | 4,31 | 526 | 3,75 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 16.551 | 5,29 | 802 | 4,70 | ||||
| 2026-04-21 | 13F | Blue Jean Financial Llc | 22.281 | 2,43 | 1.080 | 1,79 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 559.017 | 8,28 | 27.090 | 7,64 | ||||
| 2026-05-07 | 13F | Maimon Wealth Management Ltd. | 85.760 | 7,70 | 4.147 | 6,85 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 253.484 | 11,36 | 12.284 | 10,69 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 10.708 | 519 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 5.671 | 8,06 | 275 | 7,45 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 632.675 | 3,25 | 30.659 | 2,63 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 266.481 | 12.914 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 309 | 15 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 932.557 | 8,55 | 45.192 | 7,90 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 83.502 | 15,35 | 4.047 | 14,68 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 201.065 | 13,50 | 9.744 | 12,83 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 39.796 | 19,40 | 1.929 | 18,72 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 7.411 | 0,37 | 359 | 0,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 493 | 2,07 | 24 | 0,00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 8.595 | 417 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 181.542 | 31,18 | 9 | 33,33 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 28.943 | 3,28 | 1.403 | 2,64 | ||||
| 2026-04-21 | 13F | Buttonwood Financial Advisors Inc. | 298.194 | 5,99 | 14.450 | 5,36 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 220.154 | 7,31 | 10.669 | 6,67 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 15.719 | 1 | ||||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 10.804 | 524 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 2.658 | 0,04 | 130 | 0,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 26.751 | 19,07 | 1.296 | 18,36 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 905 | 44 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 679 | 0,30 | 33 | -3,03 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 5.727.958 | 3,59 | 277.577 | 2,97 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 245.216 | 16,49 | 11.883 | 15,80 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 54.351 | 4,08 | 2.634 | 3,46 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 4.442 | 350,51 | 215 | 345,83 | ||||
| 2026-05-13 | 13F | Picton Mahoney Asset Management | 36.951 | 2.489 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 11.689 | 5,99 | 566 | 5,40 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 439 | 21 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 21.929 | 2,71 | 1.063 | 2,12 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 9.623 | 466 | ||||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 214.324 | 30,62 | 10.386 | 29,84 | ||||
| 2026-04-30 | 13F | Summa Corp. | 4.200 | 204 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 37.627 | 9,22 | 1.834 | 9,04 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 95.634 | 4.634 | ||||||
| 2026-05-12 | 13F | Sfmg, Llc | 6.411 | 12,00 | 311 | 11,11 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 18.044 | 2,38 | 874 | 1,75 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 274.123 | 36,11 | 13.284 | 35,32 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 17 | 1 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.762.477 | 23,21 | 85.092 | 22,02 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 3.700 | 85,93 | 179 | 84,54 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 3 | 0 | ||||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 23.154 | 4,29 | 1.122 | 3,70 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 142 | 100,00 | 7 | 100,00 | ||||
| 2026-05-15 | 13F | Osterweis Capital Management Inc | 436 | -0,46 | ||||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 23.366 | 4,88 | 1.132 | 4,24 | ||||
| 2026-04-30 | 13F | Main Street Research LLC | 24.058 | 5,69 | 1.166 | 5,05 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 5.568 | 59,04 | 270 | 58,24 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 64 | 3 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 720 | 0,70 | 35 | 0,00 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 581.180 | 6,67 | 28.164 | 6,04 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 4.550 | 0,62 | 220 | 0,00 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 741.304 | 33,29 | 35.875 | 32,31 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 8.775 | 15,98 | 425 | 15,49 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 35.375 | 0,87 | 1.714 | 0,29 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 278.422 | 4,06 | 13.492 | 3,44 | ||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 1.356.366 | 65.729 | ||||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 147.178 | 2,99 | 7.132 | 2,38 | ||||
| 2026-05-06 | 13F | Alexander Randolph Advisory Inc | 314.851 | 6,54 | 15.258 | 5,91 | ||||
| 2026-05-12 | 13F | Rather & Kittrell, Inc. | 16.488 | 0,85 | 799 | 0,25 | ||||
| 2026-04-15 | 13F | City Holding Co | 62.686 | 9,55 | 3.037 | 8,86 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 29.898 | 3,46 | 1.449 | 2,84 | ||||
| 2026-04-28 | 13F | Wealth Management Resources, Inc. | 330.044 | 0,35 | 15.994 | -0,25 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 28.782 | 4,21 | 1.395 | 3,57 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 948.515 | 16,46 | 46.107 | 16,13 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 75.466 | 1,20 | 3.657 | 0,61 | ||||
| 2026-05-01 | 13F | Fpc Investment Advisory, Inc. | 653.483 | 7,96 | 31.733 | 7,54 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 100.643 | 0,96 | 4.877 | 0,37 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 54.912 | 21,09 | 2.654 | 19,93 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 6.364 | 7,23 | 309 | 6,57 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 26.179 | 1,14 | 1.276 | 0,95 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 6.553 | 2,47 | 318 | 1,93 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 188.022 | 9,05 | 9.112 | 8,40 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 123.547 | 357,53 | 5.987 | 354,94 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 27.531 | 43,38 | 1.334 | 42,52 | ||||
| 2026-05-12 | 13F | Guerra Pan Advisors, Llc | 5.579 | 270 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 20.624 | 10,76 | 999 | 10,14 | ||||
| 2026-04-08 | 13F | General Partner, Inc. | 255 | 4,08 | 12 | 9,09 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 49.325 | 4,78 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 5.477 | 1,46 | 265 | 0,76 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 4.389 | 213 | ||||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 10.229 | 9,34 | 496 | 8,55 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 181.760 | 1,74 | 8.808 | 1,14 | ||||
| 2026-04-22 | 13F | Vicus Capital | 27.236 | 13,12 | 1.320 | 12,45 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 47.969 | 12,21 | 2.325 | 11,57 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 4.503 | 218 | ||||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 18 | 1 | ||||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 902 | 664,41 | 44 | 760,00 | ||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 133.175 | 4,74 | 6.454 | 4,11 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 13.250 | 0,07 | 1 | |||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 1.183.767 | 57.365 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1.028 | 50 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 684.938 | 2,21 | 33.192 | 1,60 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 4.162 | 202 | ||||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 4.768 | 231 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 123.872 | 11,96 | 6.039 | 11,96 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 160.458 | 0,68 | 7.776 | 0,08 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 68.831 | 12,33 | 3.336 | 11,65 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 51.209 | 1,54 | 2.482 | 0,94 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 32.164 | 23,90 | 1.554 | 22,77 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 6.319 | 0,03 | 305 | -0,65 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 3.739 | 4,82 | 181 | 4,62 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 70.155 | 74,06 | 3.400 | 73,07 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 3 | 0 | ||||||
| 2026-04-14 | 13F | eCIO, Inc. | 59.193 | 6,96 | 2.868 | 6,34 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 7.069 | 0,70 | 343 | 0,00 | ||||
| 2026-05-13 | 13F | Hill Island Financial Llc | 19.983 | 0,08 | 968 | -0,51 | ||||
| 2026-05-13 | 13F | Avail Investment Partners, LLC | 49.195 | 2 | ||||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 188.922 | 4,12 | 9.155 | 3,50 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 58.463 | 13,61 | 2.833 | 12,96 | ||||
| 2026-04-14 | 13F | Sterling Investment Advisors Llc /adv | 141.580 | 2,12 | 6.861 | 1,51 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 46.719 | 5,37 | 2.264 | 4,72 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 134.032 | 8,73 | 6 | 0,00 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 4.193 | 203 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 36.941 | 160,13 | 1.790 | 158,67 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 886.118 | 2,30 | 42.941 | 1,69 |
