Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF eröffnet haben, gehören Kelly Financial Group Llc, Ubs Asset Management Americas Inc, Navigation Group, LLC, Capitolis Liquid Global Markets Llc, Perigon Wealth Management, LLC, Arkadios Wealth Advisors, Fulton Bank, N.a., Magnolia Capital Advisors Llc, Apella Capital, LLC, Storen Legacy Partners, LLC, Mercer Global Advisors Inc /adv, Golden State Equity Partners, Signal Advisors Wealth, LLC, Independent Advisor Alliance, Navis Wealth Advisors, LLC, LRI Investments, LLC, Sanchez Gaunt Capital Management, LLC, Emergent Wealth Advisors, LLC, Aprio Wealth Management, LLC, und Plan Group Financial, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-08 | 13F | Choice Wealth Advisors, LLC | 302.764 | 0,68 | 22.931 | 1,84 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 3.113 | 1,93 | 236 | 3,07 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 4.692 | 355 | ||||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 2.795 | 212 | ||||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 13.920 | 51,39 | 1.054 | 53,20 | ||||
| 2026-05-14 | 13F | Investors Portfolio Services LLC | 78.722 | 10,11 | 5.965 | 11,41 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 1.218.933 | 1,23 | 92.322 | 2,39 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 13.442 | 5,25 | 1.018 | 6,49 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 3.193 | 242 | ||||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 1.005 | 118,00 | 76 | 123,53 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 691.673 | 10,00 | 52.390 | 11,26 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 7.532 | 11,30 | 570 | 12,65 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 32.678 | 2.475 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 190.593 | 23,85 | 14.272 | 23,85 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 10.090 | 764 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 295.695 | 1,13 | 22.396 | 2,29 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16.588 | 7,88 | 1.256 | 9,12 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 121.017 | 9.166 | ||||||
| 2026-04-30 | 13F | LRI Investments, LLC | 11.146 | 844 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 7.808 | 42,77 | 591 | 44,50 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 7.307 | 553 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 111.077 | 8.413 | ||||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 7.080 | 14,18 | 536 | 14,04 | ||||
| 2026-05-12 | 13F | Wayfinding Financial, LLC | 25.596 | 3,47 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 39.653 | 64,09 | 3 | 200,00 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 246 | 19 | ||||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 7.128 | 540 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 18.587 | 10,43 | 1.408 | 11,67 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 236.361 | 95,84 | 17.902 | 98,09 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 7.920 | 600 | ||||||
| 2026-05-15 | 13F | National Philanthropic Trust | 410.810 | 12,08 | 31.115 | 13,37 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 5.543 | 10,97 | 415 | 13,08 | ||||
| 2026-04-14 | 13F | Quantum Financial Planning Services, Inc. | 11.939 | 23,44 | 904 | 24,86 | ||||
| 2026-05-15 | 13F | Capitolis Liquid Global Markets Llc | 128.700 | 9.748 | ||||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 31.260 | 354,56 | 2.368 | 360,51 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 9.845 | 6,55 | 746 | 7,81 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 467.420 | 0,47 | 35.402 | 1,62 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 8.968 | 9,38 | 679 | 10,77 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 14.056 | 66,50 | 1.065 | 68,35 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 9.352 | 110,54 | 708 | 113,25 | ||||
| 2026-05-14 | 13F | Bank of Marin | 8.146 | 3,76 | 617 | 4,94 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 45.908 | 18,18 | 3.477 | 19,57 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 21.625 | 132,08 | 1.638 | 134,86 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 64.557 | 5,82 | 4.890 | 7,03 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 72.284 | 5.475 | ||||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 3.763 | 285 | ||||||
| 2026-05-12 | 13F | Integras Partners LLC | 12.116 | 6,14 | 918 | 7,38 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 45.906 | 44,37 | 3.492 | 39,79 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 12.250 | 928 | ||||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 14.115 | 30,54 | 1.069 | 32,14 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 24.254 | 45,70 | 1.837 | 47,35 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 7.798 | 13,13 | 591 | 14,34 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 58.483 | 32,63 | 4.430 | 34,17 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 4.900 | 1.156,41 | 0 | |||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 297 | 113,67 | 23 | 120,00 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 555.560 | 16,30 | 42.078 | 17,64 | ||||
| 2026-04-28 | 13F | Bryant Woods Investment Advisors, LLC | 150.823 | 17,41 | 11.423 | 18,77 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2.388 | 3,06 | 181 | 4,05 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 308.098 | 22,92 | 23.335 | 24,33 | ||||
| 2026-04-07 | 13F | Eastern Bank | 2.032.841 | 93,63 | 153.967 | 95,86 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 257.085 | 0,63 | 19.472 | 1,79 | ||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 496.488 | 37.600 | ||||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 247 | 238,36 | 19 | 260,00 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 5.972 | 452 | ||||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 57.357 | 32,51 | 4.344 | 34,03 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 27 | 0,00 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 21.873 | 20,79 | 1.657 | 22,21 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 19.150 | 7,16 | 1.450 | 8,37 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 362.475 | 27,09 | 27.475 | 28,63 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 499.799 | 0,71 | 38 | 0,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 1.050.000 | 927,41 | 79.527 | 939,30 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 6.611 | 9,80 | 501 | 11,11 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 813.094 | 0,72 | 61.584 | 1,87 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 277.006 | 8,46 | 20.980 | 9,71 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 334.741 | 2,90 | 25.353 | 4,08 | ||||
| 2026-04-01 | 13F | First Financial Bank - Trust Division | 499.984 | 7,24 | 37.869 | 8,47 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 112.518 | 3,03 | 8.522 | 4,22 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 713.966 | 13,49 | 54.076 | 14,80 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 11.587 | 16,78 | 878 | 18,19 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 307.395 | 6,42 | 23.282 | 7,65 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 572.237 | 69,17 | 43.330 | 71,08 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 2.779 | 2,24 | 210 | 3,45 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 303.266 | 4,22 | 23 | 4,76 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 2.947 | 0,14 | 223 | 1,36 | ||||
| 2026-04-29 | 13F | McLaughlin Asset Management, Inc. | 12.650 | 0,93 | 958 | 2,13 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 3.333 | 4,38 | 252 | 5,44 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 51.691 | 3.915 | ||||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 9.288 | 11,54 | 695 | 13,56 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 22.508 | 7,82 | 1.705 | 9,02 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 11.729 | 5,44 | 888 | 6,73 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 48.628 | 36,76 | 1.071 | -59,77 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.282.396 | 3,40 | 97.128 | 4,59 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 4.163 | 3,53 | 315 | 4,65 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 12.076 | 6,80 | 915 | 8,04 | ||||
| 2026-04-10 | 13F | Boyer Financial Services, Inc. | 27.483 | 32,71 | 2.082 | 32,55 | ||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 112.438 | 6,89 | 8.516 | 8,13 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 478 | 38 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 26.005 | 1,21 | 1.970 | 2,39 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 326.525 | 55.716,24 | 25 | 26,32 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 4.935 | 8,27 | 374 | 9,38 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 58.853 | 13,71 | 4.458 | 15,02 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 772.797 | 2,45 | 58.532 | 3,62 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 213.979 | 21,15 | 16.207 | 22,54 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 70.947 | 447,60 | 5.374 | 453,92 | ||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 88.160 | 11,16 | 7.070 | 19,06 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 42.073 | 14,17 | 3.187 | 15,48 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 33.805 | 7,70 | 2.560 | 8,94 | ||||
| 2026-05-05 | 13F | Lane Brothers & Co Inc | 22.379 | 7,09 | 1.695 | 8,31 | ||||
| 2026-05-14 | 13F | Tripletail Wealth Management, LLC | 3.428 | 262 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 332.811 | 432,69 | 25.207 | 438,84 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 17.018 | 1.289 | ||||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 130.417 | 1,76 | 9.878 | 2,93 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 168 | 13 | ||||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 31.204 | 5,05 | 2.363 | 6,25 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 34.968 | 4,20 | 2.694 | 7,25 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 2.751 | 208 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 3.528.400 | 7,83 | 267.241 | 9,07 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 29.056 | 32,40 | 2.201 | 33,90 | ||||
| 2026-05-12 | 13F | ForthRight Wealth Management, LLC | 121.613 | 11,23 | 9.211 | 12,51 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 47.158 | 3.572 | ||||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 9 | 1 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 350 | 36,72 | 27 | 36,84 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 34.152 | 13,18 | 2.587 | 14,48 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 1.144 | 87 | ||||||
| 2026-05-13 | 13F | Ascension Capital Advisors, Inc. | 3.871 | 293 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 338.982 | 1.518,75 | 25.674 | 1.537,37 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1.403 | 86,07 | 106 | 89,29 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 84.517 | 24,95 | 6.401 | 26,40 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 79.490 | 249,35 | 6.021 | 253,49 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 36.156 | 343,41 | 2.739 | 348,85 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 364.349 | 76,75 | 27.596 | 78,78 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 47 | 4 | ||||||
| 2026-04-15 | 13F | Planning Directions Inc | 19.687 | 12,67 | 1.491 | 13,99 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 68.951 | 5.613 | ||||||
| 2026-05-12 | 13F | Providence Financial Advisors, LLC | 120.162 | 7,50 | 9.101 | 8,75 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 9.729 | 83,57 | 737 | 85,86 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 29.401 | 2.227 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 8.339 | 48,46 | 632 | 50,24 | ||||
| 2026-04-13 | 13F | Shira Ridge Wealth Management | 4.513 | 1,05 | 342 | 2,10 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 348 | 266,32 | 26 | 420,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.636.548 | 7,34 | 122.545 | 109.314,29 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 6.438.745 | 8,46 | 487.671 | 9,70 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 62.194 | 8,56 | 4.711 | 9,82 | ||||
| 2026-05-07 | 13F | Madison Asset Management, LLC | 335.261 | 7,98 | 25.393 | 9,22 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 916.819 | 4,55 | 69.440 | 5,76 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 3.907 | 36,99 | 296 | 38,50 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 325.345 | 2,20 | 24.642 | 3,37 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 390.783 | 6,37 | 29.598 | 7,59 | ||||
| 2026-05-11 | 13F | 1015 Capital Partners, LLC | 27.260 | 26,73 | 2.065 | 28,20 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 6.337 | 9,26 | 506 | 12,47 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 130.059 | 0,46 | 9.851 | 1,61 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 3.100.818 | 6,98 | 234.856 | 8,20 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 4.705 | 18,51 | 356 | 19,87 | ||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 96.772 | 3,92 | 7.329 | 5,12 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 130.600 | 9.892 | ||||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 74.170 | 3,38 | 5.619 | 4,58 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 2.782 | 4,94 | 211 | 6,06 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 490.451 | 7,86 | 37.147 | 9,10 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 30.993 | 163,52 | 2.347 | 146,02 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 134 | 10 | ||||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 83.493 | 6.324 | ||||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 854.338 | 3,86 | 64.708 | 5,05 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 174.482 | 0,88 | 13 | 8,33 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.816 | 138 | ||||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 544 | 3,03 | 41 | 5,13 | ||||
| 2026-04-22 | 13F | Independence Asset Advisors, LLC | 27.678 | 345,41 | 2.096 | 350,75 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 2.915 | 221 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 168.609 | 287,92 | 12.770 | 292,44 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 66.118 | 144,55 | 5.008 | 147,38 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 296.736 | 5,09 | 22.474 | 6,29 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 15.909 | 5.602,15 | 1.205 | 5.920,00 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 37.268 | 4,86 | 2.823 | 6,05 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 23.987 | 3,25 | 1.817 | 4,43 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 4.572 | 0,42 | 0 | |||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 3.764 | 285 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 950.313 | 1,91 | 71.977 | 3,08 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 31.548 | 2.389 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 71 | 173,08 | 5 | 400,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 619.316 | 22,50 | 45.303 | 19,67 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 36.709 | 148,35 | 2.780 | 151,36 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 363 | |||||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 77.505 | 10,17 | 5.870 | 11,43 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 128.047 | 53,00 | 9.698 | 54,77 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 399 | 4.333,33 | 30 | |||||
| 2026-04-10 | 13F | First Bank & Trust | 17.469 | 43,61 | 1.323 | 45,38 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.614.667 | 19,78 | 122.295 | 21,16 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 2.944 | 223 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 5.151 | 5,68 | 390 | 7,14 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 2.705 | 205 | ||||||
| 2026-04-17 | 13F | Elk River Wealth Management, LLC | 371.727 | 0,92 | 28.155 | 2,40 | ||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 14.612 | 3,25 | 1.107 | 4,44 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 20.820 | 22,21 | 1.577 | 23,61 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 913 | 17,35 | 69 | 18,97 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 220.388 | 16.692 | ||||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 31.394 | 7,76 | 2.378 | 8,99 | ||||
| 2026-05-13 | 13F | Cpwa, Llc | 4.534 | 366 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 1.912.801 | 12,11 | 144.876 | 113.974,80 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 10.768 | 61,37 | 816 | 63,33 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 99.968 | 2,08 | 7.572 | 3,25 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 7.349 | 2,14 | 557 | 3,35 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 142.882 | 49,12 | 10.822 | 50,84 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1.308 | 0,31 | 98 | 2,11 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 35 | 0 | ||||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 49.925 | 9,58 | 3.781 | 10,85 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2.226 | 604,43 | 169 | 630,43 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 468.588 | 2,71 | 36.105 | 5,69 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 29.528 | 2.236 | ||||||
| 2026-04-13 | 13F | Elm3 Financial Group, LLC | 4.295 | 60,14 | 325 | 62,50 | ||||
| 2026-05-13 | 13F | New England Professional Planning Group Inc. | 777.722 | 1,55 | 58.905 | 2,71 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 24.827 | 388,91 | 1.880 | 394,74 | ||||
| 2026-04-13 | 13F | Fortress Wealth Group, LLC | 4.334 | 40,58 | 333 | 37,60 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 3.523 | 13,13 | 267 | 14,16 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 23.288 | 46,44 | 1.764 | 48,15 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 12.116 | 233,04 | 918 | 237,13 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 25.006 | 1.894 | ||||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 205 | 16 | ||||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 10.015 | 2,50 | 759 | |||||
| 2026-04-13 | 13F | Mather Group, Llc. | 30 | 2 | ||||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 3.271 | 3,12 | 248 | 4,22 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 287.036 | 21.740 | ||||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 3.619 | 274 | ||||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 8.670 | 657 |
