Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund eröffnet haben, gehören Charles Schwab Investment Management Inc, Journey Advisory Group, LLC, Prime Capital Investment Advisors, LLC, Baer Investment Advisory LLC, True North Advisors, LLC, Northside Capital Management, LLC, Susquehanna International Group, Llp, Cerity Partners LLC, RWM Asset Management, LLC, Refined Wealth Management, Buckingham Strategic Partners, Private Advisory Group LLC, White Pine Investment CO, Vermillion & White Wealth Management Group, LLC, Centaurus Financial, Inc., PMG Wealth Management, Inc., Jeter Robert S II, Segall Bryant & Hamill, Llc, White & Co Financial Planning Inc, und Fifth Third Bancorp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 30.172 | 27,66 | 790 | 25,40 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 3.746.931 | 6,01 | 99.406 | 4,71 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 88.559 | 10,76 | 2.322 | 115.950,00 | ||||
| 2026-04-24 | 13F | Secured Retirement Advisors, Llc | 46.480 | 1.218 | ||||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 12.778 | 18,63 | 341 | 17,65 | ||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 186.791 | 97,54 | 4.894 | 93,94 | ||||
| 2026-05-14 | 13F | Clg Llc | 521.329 | 7,49 | 13.659 | 5,55 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 31.600 | 828 | ||||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 177.864 | 26,24 | 4.660 | 23,67 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 82.582 | 47,25 | 2.164 | 44,59 | ||||
| 2026-05-15 | 13F | Lionsbridge Wealth Management LLC | 40.095 | 2,15 | 1.050 | 0,29 | ||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 594 | 1,19 | 16 | 0,00 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 9.655 | 5,88 | 253 | 3,70 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 365.865 | 34,47 | 9.710 | 33,76 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 313.411 | 396,85 | 8.211 | 388,17 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 93.524 | 0,78 | 2.450 | -1,01 | ||||
| 2026-04-20 | 13F | First PREMIER Bank | 30.059 | 131,87 | 1 | |||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 983.068 | 22,73 | 25.756 | 20,52 | ||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 145.238 | 31,11 | 3.805 | 28,76 | ||||
| 2026-04-17 | 13F | Tectonic Advisors Llc | 37.447 | 15,91 | 981 | 13,94 | ||||
| 2026-04-20 | 13F | RiverTree Advisors, LLC | 206.906 | 625,22 | 5.421 | 612,22 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 2.571 | 2.445,54 | 67 | 3.250,00 | ||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 53.521 | 1.402 | ||||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 245.733 | 2,26 | 6.438 | 0,42 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 891.493 | 120,99 | 23.357 | 117,03 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1.748.353 | 5,48 | 45.807 | 3,58 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 1.429.941 | 17,26 | 37.464 | 15,15 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1.150.882 | 8,89 | 30 | 7,14 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 23.354 | 40,81 | 612 | 38,24 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 471.280 | 23,11 | 12.348 | 20,89 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 90.514 | 11,72 | 2.371 | 9,72 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 11.284 | 37,51 | 296 | 35,32 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 4.230.096 | 3,92 | 110.829 | 2,05 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 9.245 | 242 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 5.004.693 | 18,65 | 131.123 | 116.973,21 | ||||
| 2026-04-21 | 13F | Refined Wealth Management | 310.486 | 8.135 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 305.342 | 8.000 | ||||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 886.614 | 11,45 | 23.229 | 9,45 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 60.357 | 1,37 | 1.581 | -0,44 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 5.108 | 0,22 | 134 | -1,48 | ||||
| 2026-05-15 | 13F | OmniStar Financial Group, Inc. | 167.311 | 57,75 | 4.382 | 54,86 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 13.031 | 10,95 | 345 | 9,55 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 118.458 | 3,00 | 3.104 | 1,14 | ||||
| 2026-05-05 | 13F | Correct Capital Wealth Management | 1.150.395 | 1,71 | 30.140 | -0,12 | ||||
| 2026-05-15 | 13F | Jessup Wealth Management, Inc | 28.067 | 3,58 | 735 | 1,80 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1.500 | 757,14 | 39 | 875,00 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 194.699 | 6,30 | 5.101 | 4,40 | ||||
| 2026-04-15 | 13F | Avondale Wealth Management | 417.858 | 7,43 | 10.948 | 5,49 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1.203 | 32 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2.681.049 | 43,18 | 70.243 | 40,61 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 58.124 | 8,39 | 1.523 | 5,92 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 73.652 | 1.930 | ||||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 1.152.892 | 8,50 | 30.206 | 6,55 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 156.845 | 198,83 | 4.109 | 193,50 | ||||
| 2026-04-23 | 13F | Foundry Financial Group, Inc. | 96.816 | 14,79 | 2.537 | 12,71 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 106.754 | 23,41 | 2.797 | 21,20 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 16.050 | 421 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 19.498 | 90,32 | 520 | 89,78 | ||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 509.756 | 57,24 | 13.356 | 54,41 | ||||
| 2026-05-05 | 13F | BlueChip Wealth Advisors LLC | 40.223 | 1.054 | ||||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 76.621 | 4,83 | 2.007 | 2,92 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 353.603 | 2,89 | 9.264 | 1,04 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 212 | 6 | ||||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 66.169 | 53,92 | 1.734 | 51,22 | ||||
| 2026-05-08 | 13F | Elevation Advisory Partners LLC | 8.157 | 219 | ||||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 646.663 | 6,45 | 16.943 | 4,05 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 367 | 0,27 | 10 | 0,00 | ||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 663.936 | 11,42 | 17.395 | 9,42 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 47.850 | 53,51 | 1.251 | 50,42 | ||||
| 2026-05-11 | 13F | Timmons Wealth Management, LLC | 10.250 | 22,71 | 269 | 20,72 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 950.289 | 17,07 | 24.898 | 14,97 | ||||
| 2026-04-23 | 13F | Fortitude Financial, LLC | 16.532 | 11,63 | 433 | 9,62 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 1.643.428 | 11,73 | 41.476 | 10,75 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1.177 | 31 | ||||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 16.485 | 432 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 589.155 | 1,92 | 15.436 | 0,08 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 298.817 | 5,25 | 7.829 | 3,35 | ||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 139.945 | 30,56 | 3.667 | 28,23 | ||||
| 2026-05-15 | 13F | Fmr Llc | 2.761 | 72 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 772.210 | 631,11 | 20.232 | 618,18 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 2.160.272 | 2,71 | 56.599 | 0,87 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 190.358 | 15,33 | 4.987 | 13,26 | ||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 264.042 | 8,52 | 6.904 | 6,35 | ||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 653.106 | 18,39 | 17.111 | 16,26 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 596.847 | 73,61 | 15.637 | 70,49 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 198 | 5 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 21.210 | 88,90 | 555 | 85,62 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 122.510 | 39,67 | 3.210 | 37,14 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 182.935 | 8,56 | 4.793 | 6,61 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 41.046 | 1,44 | 1.075 | -0,37 | ||||
| 2026-04-10 | 13F | Northside Capital Management, LLC | 598.343 | 15.677 | ||||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 265.223 | 9,21 | 6.949 | 7,24 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 664.742 | 7,55 | 17.416 | 5,62 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 175.880 | 7,24 | 4.608 | 5,33 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 144.932 | 121,40 | 3.867 | 120,16 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 39.614 | 13,95 | 1.038 | 11,87 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 13.842 | 363 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.989 | 53 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 1.484.641 | 45,06 | 38.898 | 42,45 | ||||
| 2026-04-22 | 13F | Mason & Associates, LLC | 986.924 | 2,40 | 25.857 | 0,56 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 103.926 | 1.012,94 | 2.723 | 993,17 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 79.904 | 1,41 | 2.093 | -0,43 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 116.089 | 579,12 | 3.042 | 566,89 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 282.247 | 941,54 | 7.395 | 924,10 | ||||
| 2026-05-08 | 13F | Crestmont Private Wealth LLC | 1.191.473 | 4,55 | 31.217 | 2,67 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 41.043 | 314,03 | 1.096 | 312,03 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 8.635 | 13,16 | 226 | 11,33 | ||||
| 2026-04-16 | 13F | Rfg Holdings, Inc. | 1.461.339 | 24,99 | 38.287 | 22,75 | ||||
| 2026-05-15 | 13F | Shelton Capital Management | 21.970 | 576 | ||||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 289.287 | 4,18 | 7.579 | 2,31 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 112.466 | 18,63 | 2.947 | 16,49 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 5.375 | 154,38 | 141 | 150,00 | ||||
| 2026-05-08 | 13F | Private Advisory Group LLC | 300.362 | 7.869 | ||||||
| 2026-05-05 | 13F | State of New Jersey Common Pension Fund D | 2.250.000 | 50,00 | 58.950 | 47,30 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 37.115 | 4,96 | 972 | 3,08 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 66 | 2 | ||||||
| 2026-05-29 | 13F | Immaculate Wealth Management LLC | 79.719 | 2.089 | ||||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 11.069 | 290 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 741.624 | 13,56 | 19.431 | 10,85 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 22.228 | 5,50 | 582 | 3,56 | ||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 834.932 | 7,54 | 21.875 | 5,60 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 1.734.326 | 4,70 | 45.439 | 2,81 | ||||
| 2026-05-13 | 13F | Drake & Associates, LLC | 977.142 | 10,04 | 25.601 | 8,06 | ||||
| 2026-04-30 | 13F | Arbor Capital Management Inc /adv | 58.838 | 2,11 | 1.559 | 1,04 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 317.485 | 8.318 | ||||||
| 2026-05-13 | 13F | Rhl Group, Llc | 706 | 18 | ||||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 260.790 | 231,92 | 6.833 | 225,95 | ||||
| 2026-05-14 | 13F | Menard Financial Group LLC | 90.254 | 1,29 | 2.365 | -0,55 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 179.910 | 53,05 | 4.714 | 50,29 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 53.717 | 89,18 | 1.407 | 85,87 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 754 | 20 | ||||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 7.109.897 | 44,69 | 186.279 | 42,08 | ||||
| 2026-04-13 | 13F | Thayer Financial, L.L.C. | 14.875 | 0,01 | 390 | -1,77 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management, LLC | 694.545 | 5,86 | 18.197 | 3,96 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 25.231 | 198,34 | 661 | 193,78 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 28.049 | 735 | ||||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 97.686 | 50,49 | 2.559 | 47,83 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 63.828 | 220,20 | 1.672 | 214,88 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 14.556 | 381 | ||||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 208.113 | 11,88 | 5.453 | 9,85 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 205.240 | 12,91 | 5.378 | 10,89 | ||||
| 2026-04-30 | 13F | Summa Corp. | 20.000 | 53,85 | 524 | 51,45 | ||||
| 2026-05-05 | 13F | UBS Group AG | 4.729.391 | 37,24 | 123.910 | 34,78 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 99.717 | 27,61 | 2.613 | 25,34 | ||||
| 2026-05-12 | 13F | Creative Planning | 19.295 | 154,12 | 506 | 150,00 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 48.560 | 1.272 | ||||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 469.675 | 12,95 | 12.305 | 10,93 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 271.064 | 27,44 | 7.102 | 25,15 | ||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 50.381 | 151,63 | 1.320 | 147,00 | ||||
| 2026-04-21 | 13F | Stokes Capital Advisors, LLC | 688.346 | 35,27 | 18.035 | 32,84 | ||||
| 2026-05-12 | 13F | Vickerman Investment Advisors, Inc. | 1.635.109 | 39,69 | 42.840 | 37,18 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 10.994.877 | 16,23 | 288.066 | 14,14 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 9.871 | 259 | ||||||
| 2026-05-12 | 13F | Channel Wealth Llc | 21.492 | 11,49 | 563 | 9,53 | ||||
| 2026-04-17 | 13F | Essex Savings Bank | 31.652 | 17,47 | 829 | 15,46 | ||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 9.899 | 259 | ||||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 18.712 | 490 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 6.902.314 | 55,18 | 180.841 | 52,39 | ||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 34.811 | 55,64 | 912 | 53,02 | ||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 153.426 | 14,10 | 4.020 | 12,04 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 292.212 | 34,23 | 7.656 | 32,51 | ||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 198.217 | 6,55 | 5 | 25,00 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 61.689 | 1.616 | ||||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 116.511 | 256,17 | 3.053 | 250,00 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 97.794 | 742,33 | 2.562 | 729,13 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 116.229 | 35,75 | 3.045 | 33,32 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 121.679 | 1,52 | 3.188 | -0,31 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 9.588 | 0,57 | 251 | -1,18 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 426.503 | 7,06 | 11.174 | 5,14 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 102.578 | 17,04 | 2.688 | 14,93 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 264.892 | 16,35 | 6.930 | 13,48 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 106.662 | 95,92 | 2.795 | 92,42 | ||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 581.147 | 21,43 | 15.226 | 19,25 | ||||
| 2026-05-05 | 13F | Members Advisory Group LLC | 782.213 | 3,31 | 20.494 | 1,45 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 9.328 | 244 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1.542.272 | 64,79 | 40.060 | 60,28 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 839.647 | 1,26 | 21.999 | -0,56 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 9.815 | 35,75 | 257 | 33,85 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 122.753 | 77,41 | 3.216 | 74,21 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 166.222 | 6,72 | 4.355 | 4,81 | ||||
| 2026-04-14 | 13F | Banque Pictet & Cie Sa | 75.580 | 16,42 | 1.980 | 14,32 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 772.672 | 8,33 | 20.244 | 6,38 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 1.172.812 | 9,49 | 30.728 | 7,52 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 117.744 | 14,88 | 3.085 | 12,27 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 21.886 | 13,67 | 573 | 11,70 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 2.496.913 | 4,82 | 65.419 | 2,45 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 4.099 | 161,08 | 107 | 160,98 | ||||
| 2026-05-21 | 13F/A | Kensington Asset Management, LLC | 1.690.431 | 14,53 | 44.289 | 11,72 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 1.571.471 | 14,64 | 41.173 | 12,57 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 42.758 | 1.120 | ||||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 603.150 | 4,94 | 15.803 | 3,05 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 154.849 | 163,69 | 4 | 300,00 | ||||
| 2026-04-28 | 13F | Strata Wealth Advisors, LLC | 274.515 | 28,52 | 7.192 | 26,22 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 98.344 | 14,46 | 2.577 | 12,39 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 18.968 | 5,63 | 496 | 2,70 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 2.096 | 8,88 | 55 | 5,88 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 694.247 | 6,74 | 18.189 | 4,82 | ||||
| 2026-04-22 | 13F | Omnitrust Wealth Management, Inc | 40.452 | 3,10 | 1.060 | 1,24 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 174.000 | 6,89 | 4.559 | 4,95 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 203.065 | 241,23 | 5.320 | 233,54 | ||||
| 2026-04-14 | 13F | ACT Advisors, LLC. | 24.562 | 45,21 | 644 | 42,57 | ||||
| 2026-04-15 | 13F | WESPAC Advisors SoCal, LLC | 385.406 | 15,24 | 10.098 | 13,16 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 572 | 15 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.948.993 | 122,27 | 51.064 | 118,27 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 1.871.364 | 1,15 | 49.030 | -0,67 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 143.341 | 87,20 | 3.756 | 83,89 | ||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 31.602 | 137,39 | 828 | 132,96 | ||||
| 2026-05-05 | 13F | EnRich Financial Partners LLC | 902.753 | 1,32 | 23.652 | -0,50 | ||||
| 2026-05-06 | 13F | White & Co Financial Planning Inc | 129.060 | 3.381 | ||||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 93.313 | 65,61 | 2.445 | 62,61 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 520.965 | 86,94 | 13.649 | 83,58 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 28.999 | 759 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 37.405 | 980 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 106.008 | 3,43 | 2.777 | 1,57 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 47.530 | 21,67 | 1.245 | 19,48 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 15.013.101 | 393.343 | ||||||
| 2026-05-13 | 13F | Wealth Advisors of Iowa, LLC | 120.551 | 26,69 | 3.158 | 24,43 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 13.507 | 358 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.884.315 | 25,88 | 75.568 | 23,61 | ||||
| 2026-05-15 | 13F | FreeGulliver LLC | 54.124 | 1.418 | ||||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 23.460 | 615 | ||||||
| 2026-04-20 | 13F | White Pine Investment CO | 257.690 | 7 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 280.671 | 18,28 | 7.354 | 16,16 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 8.185 | 214 | ||||||
| 2026-04-22 | 13F | Rainey & Randall Investment Management Inc. | 778.330 | 16,13 | 20.392 | 14,04 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 18.882 | 20,12 | 495 | 17,90 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 824.553 | 26,80 | 21.603 | 24,52 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 1.512.486 | 1,17 | 39.627 | -0,65 | ||||
| 2026-05-07 | 13F | Perissos Private Wealth Management, LLC | 21.626 | 99,21 | 567 | 95,85 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 5.270 | 5,25 | 138 | 3,76 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 8.339 | 218 | ||||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 39.384 | 58,35 | 1.032 | 55,51 | ||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 48.871 | 1.261,69 | 1.280 | 1.233,33 | ||||
| 2026-05-12 | 13F | Advocacy Wealth Management Services, LLC | 3.923.285 | 9,29 | 102.790 | 7,32 | ||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 28.339 | 131,26 | 742 | 127,61 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 207.305 | 5 | ||||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 80.557 | 46,94 | 2.111 | 44,32 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 788.914 | 4,47 | 20.670 | 2,59 | ||||
| 2026-04-27 | 13F | Ergawealth Advisors, Inc. | 58.932 | 1.544 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 235.842 | 24,95 | 6.179 | 22,72 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 128.411 | 512,76 | 3.364 | 499,64 | ||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 1.211 | 6,98 | 32 | 3,33 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 254.064 | 20,48 | 6.656 | 18,33 | ||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 205.848 | 5.369 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 514.102 | 41.127,11 | 13.469 | 4.780,07 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 53.463 | 9,90 | 1.401 | 7,94 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 79.851 | 13,87 | 2.092 | 11,87 | ||||
| 2026-04-08 | 13F | StoneCrest Wealth Management, Inc. | 152.764 | 1,17 | 4.002 | -0,65 | ||||
| 2026-04-29 | 13F | LiftPoint Family Wealth Advisors LLC | 21.621 | 12,39 | 566 | 10,33 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 24.858 | 3,39 | 651 | 1,56 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 632.938 | 17,71 | 16.583 | 15,59 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 113.045 | 4,45 | 2.962 | 2,56 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 6.463.927 | 12,06 | 169.355 | 10,04 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 1.118.489 | 17,90 | 29.304 | 15,78 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 31.312 | 13,20 | 820 | 11,26 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 8.373 | 219 | ||||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 733 | 19 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 178.220 | 4.669 | ||||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 26.629 | 26,49 | 698 | 23,80 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 752 | 1.132,79 | 20 | 1.800,00 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 12.276 | 43,61 | 325 | 41,92 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1.907.116 | 85,01 | 50 | 81,48 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 12.060 | 8,73 | 316 | 6,78 | ||||
| 2026-04-21 | 13F | Argo Wealth Advisory, LLC | 261.140 | 5,62 | 6.842 | 3,71 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 469.680 | 12,79 | 12.306 | 10,76 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 160.201 | 13,78 | 4.197 | 11,62 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 23.233 | 609 | ||||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 1.183.801 | 10,14 | 31.016 | 7,63 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 90.430 | 310,19 | 2.369 | 302,89 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 113.741 | 12,81 | 2.980 | 10,25 | ||||
| 2026-05-14 | 13F | Betterment LLC | 11.455 | 0 | ||||||
| 2026-04-29 | 13F | Cvfg Llc | 19.500 | 511 | ||||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 28.984 | 8,36 | 759 | 6,45 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 136.258 | 36,65 | 3.570 | 34,17 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 817.680 | 18,30 | 21.423 | 16,17 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 7.624 | 0,16 | 202 | -0,49 | ||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 1.212.432 | 4,92 | 31.766 | 3,04 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 218.719 | 42,68 | 6 | 25,00 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 650.832 | 5.754,91 | 17.208 | 5.713,18 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 222.949 | 39,86 | 5.832 | 37,13 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 85.546 | 83,61 | 2.241 | 80,29 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 219.195 | 5,00 | 6 | 0,00 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 286.021 | 5,69 | 7.494 | 3,78 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 75.219 | 12,56 | 1.971 | 10,55 | ||||
| 2026-05-05 | 13F | PFG Advisors | 299.083 | 18,43 | 7.836 | 16,30 | ||||
| 2026-04-13 | 13F | CGC Financial Services, LLC | 51.566 | 19,43 | 1.351 | 17,38 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 29.878 | 17,29 | 783 | 15,17 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 2.698.950 | 5,94 | 70.793 | 4,16 | ||||
| 2026-05-14 | 13F | Integrity Wealth Advisors, Inc. | 44.954 | 10,82 | 1.178 | 8,08 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 10.776.746 | 16,28 | 282.351 | 14,19 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 59.834 | 5,98 | 1.568 | 4,05 | ||||
| 2026-04-28 | 13F | Sheridan Capital Management, LLC | 1.301.720 | 11,21 | 34.105 | 9,21 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 63.937 | 7,75 | 1.675 | 5,81 | ||||
| 2026-04-14 | 13F | Pictet North America Advisors SA | 1.115.181 | 33,71 | 29.218 | 31,30 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 11.980.916 | 106,66 | 313.900 | 102,95 | ||||
| 2026-04-29 | 13F | Centerpoint Advisory Group | 217.490 | 42,00 | 5.698 | 39,45 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1.599.316 | 19,35 | 41.902 | 17,21 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 41.202 | 256,57 | 1.080 | 250,32 | ||||
| 2026-04-21 | 13F | Decision Investments, Inc | 23.010 | 1,63 | 603 | -0,33 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 756.847 | 18,03 | 19.829 | 15,90 | ||||
| 2026-04-23 | 13F | Summit Investment Advisory Services, LLC | 56.167 | 10,50 | 1.472 | 8,48 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 1.879.439 | 11,46 | 49.241 | 9,46 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 40.092 | 11,70 | 1 | |||||
| 2026-04-13 | 13F | Arwa Llc | 72.967 | 27,52 | 1.930 | 26,41 | ||||
| 2026-04-20 | 13F | Wall Capital Group, Inc. | 1.276.200 | 4,86 | 33.436 | 2,98 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 12.066 | 58,72 | 316 | 56,44 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 125.465 | 3.287 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 106.083 | 53,41 | 2.775 | 50,49 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 89.477 | 1,21 | 2 | 0,00 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 402.622 | 1,83 | 10.549 | 0,00 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 2.368.640 | 12,29 | 62.058 | 10,27 | ||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 718.752 | 5,43 | 18.831 | 3,53 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 783 | 72,63 | ||||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 104.014 | 2.725 | ||||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 1.713.359 | 7,57 | 44.890 | 5,64 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 89.362 | 23,46 | 2.341 | 21,23 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 829.645 | 37,02 | 21.737 | 33,92 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 2.132.136 | 6,54 | 55.862 | 4,62 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 118.229 | 4,51 | 3.098 | 2,62 | ||||
| 2026-05-12 | 13F | Wayfinding Financial, LLC | 381.228 | 16,00 | 10 | 12,50 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 57.089 | 1.496 | ||||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 71.080 | 42,40 | 1.862 | 39,89 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 3.359 | 14,60 | 88 | 12,82 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 3.794 | 96,68 | 99 | 94,12 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 120.062 | 88,13 | 3.146 | 84,78 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 25.661 | 39,64 | 672 | 37,14 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 173.183 | 96,00 | 4.537 | 92,49 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 50.484 | 11,33 | 1.347 | 10,60 | ||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 787.442 | 4,34 | 20.631 | 2,46 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 3.007.289 | 2.137,57 | 78.791 | 2.125,08 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 185.830 | 29,57 | 4.869 | 27,23 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 45.928 | 53,35 | 1.203 | 50,56 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 18.016 | 472 | ||||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 613.962 | 8,86 | 16.086 | 6,90 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 21.282 | 13,22 | 558 | 11,18 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2.455.082 | 30,14 | 64.327 | 27,80 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 12.133 | 1,32 | 318 | -0,63 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 452.808 | 7,19 | 11.864 | 5,26 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 7.945.409 | 22,63 | 208.170 | 20,42 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 39.227 | 32,82 | 1.028 | 29,84 | ||||
| 2026-05-12 | 13F | Jeter Robert S II | 204.638 | 5.417 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 23.691 | 52,07 | 621 | 49,40 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 1.183.917 | 10,45 | 31.019 | 8,46 | ||||
| 2026-04-29 | 13F | Sanchez Wealth Management Group | 930.272 | 3,29 | 24.373 | 1,44 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1.203 | 32 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 243.551 | 27,60 | 6.349 | 24,69 | ||||
| 2026-01-07 | 13F | Puff Wealth Management, Llc | 33.024 | 882 | ||||||
| 2026-04-23 | 13F | O'Connor Financial Group LLC | 251.346 | 0,11 | 6.585 | -2,31 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 270.577 | 1.099,90 | 7.089 | 1.079,53 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 304.633 | 18,90 | 7.981 | 16,77 | ||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 40.968 | 1.073 | ||||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 809.045 | 21.197 | ||||||
| 2026-05-07 | 13F | True North Advisors, LLC | 769.719 | 20.167 | ||||||
| 2026-05-07 | 13F | Authentikos Wealth Advisory, LLC | 17.224 | 2,71 | 451 | 0,89 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 530.034 | 3,91 | 13.887 | 2,04 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 235 | 6 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 3.187.018 | 8,22 | 85.030 | 107.531,65 | ||||
| 2026-05-01 | 13F | Mueller Wealth, LLC | 463.287 | 6,06 | 12.138 | 4,16 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 1.151.834 | 9,72 | 30.178 | 7,74 | ||||
| 2026-04-29 | 13F | Arbor Trust Wealth Advisors, Llc | 257.324 | 14,38 | 6.742 | 11,77 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 69.680 | 1,80 | 1.826 | -0,05 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 42.645 | 1.134 | ||||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 99.467 | 6,83 | 3 | 0,00 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 47.744 | 15,64 | 1.251 | 13,53 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 620.585 | 89,08 | 16.259 | 85,69 | ||||
| 2026-05-13 | 13F | Oak Grove Capital LLC | 9.500 | 249 | ||||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 105.449 | 45,05 | 2.763 | 42,44 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 670 | 18 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 270.627 | 38,68 | 7.131 | 36,98 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 44.016 | 1,20 | 1.153 | -0,60 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 73.907 | 1,94 | 1.936 | 0,10 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 18.719 | 602,93 | 490 | 588,73 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 20.722 | 33,99 | 543 | 31,55 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 369.761 | 2,97 | 9.688 | 1,12 | ||||
| 2026-05-07 | 13F | Beta Wealth Group, Inc. | 657.539 | 14,51 | 17.228 | 12,45 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 305.342 | 29,31 | 8.000 | 26,99 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 773.540 | 38,38 | 20.267 | 35,89 | ||||
| 2026-05-07 | 13F | Maimon Wealth Management Ltd. | 22.300 | 581 | ||||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 2.300.083 | 60.262 | ||||||
| 2026-05-15 | 13F | Destination Wealth Management | 3.189.827 | 5,41 | 83.573 | 3,51 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 738.275 | 29,50 | 19.343 | 27,17 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 15.230 | 18,55 | 399 | 16,67 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 32.640 | 9,74 | 855 | 7,82 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 19.905 | 26,51 | 522 | 23,75 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 25.789 | 23,22 | 676 | 20,97 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 171.774 | 84,34 | 4.500 | 81,01 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 153.293 | 5,21 | 4.016 | 3,32 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 465.809 | 6,25 | 12.204 | 4,34 | ||||
| 2026-04-15 | 13F | Johnson & White Wealth Management, LLC | 415.571 | 20,74 | 10.888 | 18,56 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 306.171 | 107,14 | 8.022 | 103,42 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 70.027 | 149,23 | 1.835 | 144,86 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 57.278 | 43,97 | 1.501 | 41,38 | ||||
| 2026-04-20 | 13F | Kercheville Advisors, LLC | 56.330 | 20,98 | 1.476 | 18,19 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 84.434 | 13,31 | 2.212 | 11,27 | ||||
| 2026-05-13 | 13F | Alliance Private Wealth, LLC | 794.127 | 1,77 | 20.806 | -0,32 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 18.008.240 | 23,48 | 471.816 | 21,26 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 1.089.470 | 53,97 | 28.544 | 51,20 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 11.147 | 292 | ||||||
| 2026-05-20 | 13F/A | J. Mark Nickell & Co. | 250.081 | 7,03 | 6.552 | 5,12 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 309.770 | 6,95 | 8.116 | 5,02 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 809.045 | 44,74 | 21.197 | 42,13 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 16.275 | 426 | ||||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 202.142 | 17,41 | 5.296 | 15,31 | ||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 37.439 | 3,52 | 981 | 1,66 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 62.740 | 25,82 | 1.644 | 23,53 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 71.336 | 1.869 | ||||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 814.364 | 6,14 | 21.336 | 4,23 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 6.900.952 | 24,43 | 180.805 | 22,19 | ||||
| 2026-05-05 | 13F | Sharpepoint Llc | 241.591 | 7,44 | 6.330 | 5,50 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 358.330 | 3,71 | 9.388 | 1,84 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 4.103 | 109 | ||||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 208.949 | 70,29 | 5.474 | 66,23 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 413.438 | 78,58 | 11.014 | 78,32 | ||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 139.359 | 9,50 | 3.651 | 7,54 | ||||
| 2026-05-11 | 13F | Hedeker Wealth, LLC | 306.661 | 57,23 | 8.035 | 54,41 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 58 | 2 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 33.229 | 70,65 | 871 | 67,63 | ||||
| 2026-01-29 | 13F | Comerica Bank | 117.683 | 6,18 | 3.140 | 5,55 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 659.275 | 1,05 | 17.273 | -0,77 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 1.857.495 | 5,20 | 48.666 | 3,31 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 941.689 | 7,85 | 24.672 | 5,92 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 18.261 | 69,71 | 478 | 66,55 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 1.506.547 | 32,61 | 39.472 | 30,22 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 22.563 | 8,66 | 591 | 6,68 | ||||
| 2026-05-12 | 13F | Awm Capital, Llc | 20.000 | 524 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 81.147 | 28,39 | 2.126 | 26,10 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 1.724.346 | 45.178 | ||||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 302.122 | 11,48 | 7.916 | 9,47 | ||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 13.733 | 34,05 | 360 | 31,50 | ||||
| 2026-05-13 | 13F | J Hagan Capital, Inc. | 346.294 | 21,34 | 9.073 | 19,15 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 15.047 | 3,87 | 394 | 2,07 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 142.017 | 3.758 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 10.679 | 2,95 | 280 | 1,09 | ||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 847.522 | 126,94 | 22.205 | 122,87 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 12.380 | 324 | ||||||
| 2026-04-09 | 13F | Taylor & Morgan Wealth Management, LLC | 110.659 | 14,58 | 2.899 | 12,54 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 27.984 | 35,59 | 733 | 33,27 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 17.914 | 33,84 | 469 | 31,37 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 344.790 | 14,58 | 9.033 | 12,52 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 51.544 | 30,06 | 1.350 | 27,72 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 89.570 | 5,86 | 2.347 | 3,94 | ||||
| 2026-05-11 | 13F | Tranquilli Financial Advisor LLC | 101.736 | 9,09 | 2.665 | 7,11 | ||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 30.607 | 3,23 | 802 | 1,26 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 13.547 | 355 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 1.597.029 | 10,93 | 41.842 | 8,94 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 268.170 | 5,90 | 7.026 | 4,00 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 3.146.064 | 34,11 | 81.672 | 30,49 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 3.308.773 | 1.968,44 | 86.690 | 1.931,61 | ||||
| 2026-04-24 | 13F | Peoples Bank /oh | 73.985 | 4,25 | 1.938 | 2,38 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 126.401 | 82,70 | 3.312 | 79,46 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 520.240 | 13,73 | 13.630 | 11,68 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 4.833 | 139,61 | 127 | 137,74 | ||||
| 2026-04-10 | 13F | Sunflower Bank, N.A. | 1.699.658 | 4,99 | 44.531 | 3,10 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 10.359 | 14.490,14 | 276 | 27.500,00 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 619.973 | 31,57 | 16.243 | 29,20 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 888.723 | 5,23 | 23.285 | 3,33 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 25.428 | 666 | ||||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 17.592 | 463 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 443.822 | 19,55 | 11.628 | 17,41 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 718.500 | 3,48 | 18.825 | 1,61 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 204.503 | 200,46 | 5.358 | 195,15 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 2.985.269 | 26,58 | 78.214 | 24,31 | ||||
| 2026-05-11 | 13F | Gr Financial Group, Llc | 3.486.390 | 0,78 | 91.343 | -1,03 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 1.038.649 | 101,69 | 27.213 | 98,06 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 462.241 | 6,74 | 12.111 | 4,82 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 121.098 | 467,39 | 3.173 | 457,47 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 42 | 1 | ||||||
| 2026-05-15 | 13F | Family Management Corp | 759.581 | 12,25 | 19.901 | 10,23 | ||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 336.635 | 17,45 | 8.820 | 15,33 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 23.702 | 53,47 | 621 | 50,49 | ||||
| 2026-05-15 | 13F/A | Vermillion & White Wealth Management Group, LLC | 215.158 | 5.637 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 23.087.966 | 26,92 | 604.905 | 24,63 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 56.722 | 18,18 | 1.486 | 16,09 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 28.521 | 747 | ||||||
| 2026-05-08 | 13F | Bci Securities, Inc. | 12.721 | 333 | ||||||
| 2026-04-21 | 13F | Welch Group, LLC | 758.878 | 3,25 | 19.883 | 1,39 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 4.591.369 | 68,81 | 120.478 | 66,03 | ||||
| 2026-04-21 | 13F | Econ Financial Services Corp | 315.534 | 33,73 | 8.267 | 31,31 | ||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 42.092 | 21,17 | 1.103 | 19,01 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 575.345 | 15.074 | ||||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 119.803 | 3.139 | ||||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 8.000 | 210 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 1.088.644 | 9,90 | 28.522 | 7,92 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 236.462 | 19,47 | 6.195 | 17,33 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.145.462 | 70,81 | 29.713 | 66,08 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 23.349 | 158,74 | 612 | 152,48 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 1.208.360 | 103,09 | 31.659 | 99,45 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 1.403.081 | 36.761 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 21.001.050 | 22,70 | 550.228 | 20,49 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 33.702 | 883 | ||||||
| 2026-04-08 | 13F | RDA Financial Network | 51.840 | 7,12 | 1.358 | 5,19 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 547.115 | 6,71 | 14.334 | 4,79 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 56.538 | 492,52 | 1.481 | 483,07 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 1.313.829 | 14,65 | 34.422 | 12,59 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 433.822 | 11.366 | ||||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 27.185 | 42,56 | 712 | 40,16 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 144.350 | 65,75 | 3.782 | 62,76 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 300.833 | 7.882 | ||||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 21.913 | 49,41 | 574 | 46,80 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 38.754 | 129,80 | 1.015 | 126,06 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 48.823 | 12,38 | 1.279 | 10,35 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 36.502 | 37,31 | 956 | 34,84 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 172.847 | 33,50 | 4.529 | 31,09 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 19.394 | 508 | ||||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 9.208 | 241 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 14.855 | 398 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 69.811 | 1.829 | ||||||
| 2026-04-22 | 13F | AJ Advisors, LLC | 206.885 | 5,17 | 5.420 | 3,28 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 43.397 | 18,14 | 1.137 | 16,02 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 42.766 | 18,17 | 1.120 | 16,06 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 52.779 | 14,61 | 1.383 | 12,54 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 24.303 | 637 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 1.162.463 | 5,38 | 30.457 | 3,48 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 469.884 | 12,19 | 12.311 | 10,17 | ||||
| 2026-05-04 | 13F | Parr Mcknight Wealth Management Group, Llc | 288.835 | 15,88 | 7.567 | 13,79 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 96.968 | 5,67 | 2.541 | 3,76 |
