Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF eröffnet haben, gehören Compass Financial Services Inc, Huntington National Bank, Elevation Advisory Partners LLC, Fischer Investment Strategies, Llc, Legacy Capital Wealth Partners, LLC, Buska Wealth Management, LLC, Advyzon Investment Management, LLC, 1776 Wealth LLC, TCFG Investment Advisors, LLC, Fifth Third Bancorp, Element Wealth, LLC, Uniting Wealth Partners, LLC, Money Concepts Capital Corp, Gerald Baker Financial Group LLC, Mutual Advisors, LLC, Tortuga Wealth Management, Inc, Alessandra Capital Management, LLC, First Business Financial Services, Inc., Ancora Advisors, LLC, und Cornerstone Wealth Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 9.292 | 4,19 | 237 | 1,28 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 13.513 | 345 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 339.668 | 3,61 | 8.678 | 0,88 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 14.817 | 59,75 | 379 | 55,56 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 24.926 | 637 | ||||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 1.396 | 233,97 | 36 | 250,00 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.571 | 118,80 | 40 | 122,22 | ||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 8.132 | 0,69 | 208 | -1,90 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 206 | 5 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1.517 | 2,15 | 40 | 2,63 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 50.000 | 390,20 | 1.278 | 378,28 | |||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 17.157 | 6,35 | 438 | 3,55 | ||||
| 2026-04-10 | 13F | Novem Group | 19.714 | 5,80 | 504 | 3,07 | ||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 71.123 | 37,97 | 1.817 | 34,39 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 902 | 2,15 | 25 | 0,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 615.145 | 143,50 | 15.717 | 137,12 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 197.467 | 6,36 | 5.045 | 3,57 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 41.025 | 10,65 | 1.048 | 7,82 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10.142 | 4,69 | 259 | 1,97 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 146.144 | 83,68 | 3.734 | 78,87 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 7.000 | 179 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 160.282 | 1,61 | 4.095 | 1,64 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 548 | 14 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.478.696 | 13,59 | 63.331 | 10,61 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 12.207 | 0,62 | 312 | -2,20 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 38.169 | 21,91 | 975 | 18,76 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 257.486 | 7,29 | 6.579 | 4,46 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 309.334 | 37,65 | 7.904 | 34,04 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 71.580 | 21,40 | 1.829 | 18,16 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 163.434 | 9,13 | 4.176 | 6,26 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 104.223 | 4,83 | 2.663 | 2,07 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 22.881 | 0,27 | 585 | -2,34 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 395.850 | 6,90 | 10.114 | 4,09 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 327.228 | 110,14 | 8.361 | 104,60 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 5.094 | 103,76 | 130 | 100,00 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 8.052 | 206 | ||||||
| 2026-04-20 | 13F | RiverTree Advisors, LLC | 153.122 | 17,44 | 3.912 | 14,35 | ||||
| 2026-05-08 | 13F | 1776 Wealth LLC | 23.519 | 601 | ||||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 23.701 | 0,99 | 606 | -1,63 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 7.500 | 50,00 | 197 | 51,94 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 70.581 | 2,27 | 1.803 | -0,39 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 16.624 | 3,93 | 425 | 1,19 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 120.920 | 12,19 | 3.089 | 9,23 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 678.830 | 21,42 | 17.348 | 18,23 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 42.579 | 1,03 | 1.088 | -1,63 | ||||
| 2026-06-04 | 13F | Fischer Investment Strategies, Llc | 73.205 | 1.870 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29.414 | 1,89 | 752 | -0,79 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3.761.313 | 28,42 | 96.102 | 25,04 | ||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 11.225 | 295 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 281.685 | 4,04 | 7.197 | 1,31 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 671.774 | 4,02 | 17.164 | 1,28 | ||||
| 2026-04-29 | 13F | Centerpoint Advisory Group | 94.263 | 94,02 | 2.408 | 89,01 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 225.802 | 19,57 | 5.769 | 16,43 | ||||
| 2026-05-08 | 13F | Elevation Advisory Partners LLC | 82.064 | 2.231 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 6.352 | 0,73 | 162 | -1,82 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 32.964 | 50,35 | 842 | 46,43 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 10.975 | 21,35 | 280 | 18,14 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 66.047 | 11,45 | 1.688 | 8,56 | ||||
| 2026-05-12 | 13F | Cornerstone Wealth Partners, LLC | 1.856 | 47 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 606 | 16 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 666.175 | 5,97 | 17 | 6,25 | ||||
| 2026-05-13 | 13F/A | Atlas Wealth LLC | 146.954 | 0,56 | 3.755 | -2,09 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 15.757 | 24,27 | 413 | 26,30 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 48.461 | 7,35 | 1.238 | 4,56 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 13.039 | 75,04 | 359 | 75,49 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 522.015 | 303,33 | 13.337 | 292,73 | ||||
| 2026-05-14 | 13F | Aft, Forsyth & Company, Inc. | 13.127 | 9,30 | 335 | 6,35 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 158.181 | 7,82 | 4.042 | 4,99 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 2.072 | 53 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 176.776 | 17,75 | 4.517 | 14,65 | ||||
| 2026-04-30 | 13F | Alessandra Capital Management, LLC | 9.400 | 240 | ||||||
| 2026-05-14 | 13F | Rhodes Investment Advisors Inc /adv | 8.925 | 11,91 | 228 | 9,09 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 51.461 | 4,93 | 1.315 | 2,18 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 186.335 | 2,20 | 4.761 | -0,50 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 48.465 | 3,21 | 1.238 | 0,49 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 50.503 | 29,20 | 1 | 0,00 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 90.166 | 10,43 | 2.304 | 7,52 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 3.193 | 25,56 | 82 | 22,73 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 35.749 | 0,45 | 1 | |||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 346.412 | 1,23 | 8.851 | -1,44 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 145.345 | 3.714 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 203.012 | 6,13 | 5.187 | 3,33 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 95.561 | 0,35 | 2.442 | -2,28 | ||||
| 2026-05-12 | 13F | Creative Planning | 58.255 | 2,52 | 1.488 | -0,20 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 2.312 | 21,17 | 59 | 18,00 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 48.248 | 221,67 | 1.233 | 213,49 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 90.503 | 1,09 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 51.396 | 7,23 | 1.313 | 4,46 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 45.124 | 14,77 | 1.153 | 11,74 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 65.870 | 138,53 | 1.683 | 132,32 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 579.593 | 59,54 | 14.809 | 55,35 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 89.849 | 29,24 | 2.296 | 25,82 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 2.455.677 | 8,64 | 62.743 | 5,79 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 15.275 | 0,30 | 390 | -5,57 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 4.500 | 115 | ||||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 71.558 | 3,19 | 1.828 | 0,49 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 1.191 | 47,77 | 30 | 42,86 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 445.151 | 2,16 | 11.374 | -0,52 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 185.341 | 39,40 | 4.735 | 35,75 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 79.784 | 80,84 | 2.038 | 76,15 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 680.532 | 1,00 | 17.388 | -1,66 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 24.735 | 81,70 | 632 | 76,75 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 97.299 | 120,09 | 2.486 | 114,31 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 21.432 | 1,83 | 562 | 3,31 | ||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 30.100 | 769 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 541.282 | 8,99 | 14.717 | 12,94 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 127.199 | 5,44 | 3.250 | 2,65 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 190.743 | 3,97 | 4.873 | 1,25 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 46.817 | 31,74 | 1.196 | 28,33 | ||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 156.455 | 2,87 | 3.997 | 0,15 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 729.089 | 8,31 | 18.628 | 5,47 | ||||
| 2026-04-30 | 13F | Meadow Creek Wealth Advisors Llc | 173.565 | 2,88 | 4.435 | 0,18 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 40.410 | 50,06 | 1.032 | 46,18 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 24.456 | 31,12 | 625 | 27,61 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 33.640 | 27,23 | 859 | 23,95 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 505.227 | 1,91 | 12.909 | -0,77 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 38.064 | 2,42 | 973 | -0,31 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 23.209 | 593 | ||||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 46.148 | 10,57 | 1.179 | 7,67 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 51.880 | 2,14 | 1.326 | -0,53 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 10.130 | 5,98 | 259 | 3,20 | ||||
| 2026-05-08 | 13F | Core Wealth Partners LLC | 45.244 | 17,01 | 1.156 | 13,91 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 72.075 | 5,41 | 1.842 | 2,62 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 23.209 | 10,92 | 593 | 8,01 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 155.502 | 46,14 | 3.973 | 42,30 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 17.965 | 2,10 | 459 | -0,65 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 554 | 14 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 87.090 | 11,35 | 2.225 | 8,43 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 47.674 | 4,69 | 1.218 | 2,01 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 762.596 | 4,60 | 19.484 | 1,85 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 120.920 | 20,29 | 3.090 | 17,14 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 451 | 12 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 82.277 | 0,13 | 2.102 | -2,50 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 130.044 | 8,38 | 3.323 | 5,53 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 23.762 | 27,57 | 607 | 24,39 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 10.130 | 7,50 | 259 | 4,45 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 32.250 | 25,23 | 824 | 21,93 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 1.146.879 | 29.303 | ||||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 152.564 | 3.898 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 740 | 18 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 161.468 | 336,51 | 4.126 | 325,26 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 264.710 | 69,10 | 6.816 | 65,96 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 13.025 | 333 | ||||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 7.857 | 5,03 | 215 | 4,39 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 12.124 | 310 | ||||||
| 2026-04-21 | 13F | Sequent Planning LLC | 102.446 | 5,72 | 2.617 | 2,95 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 35.331 | 12,87 | 903 | 9,87 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 63.077 | 9,77 | 1.612 | 6,90 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 40.684 | 113,84 | 1.039 | 108,22 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 38.081 | 8,41 | 981 | 6,41 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 11.337.017 | 12,97 | 289.661 | 10,00 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 148.254 | 1,03 | 3.788 | -1,64 | ||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 79.023 | 7,63 | 2.019 | 4,83 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 16.894 | 104,31 | 432 | 99,54 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 1.259.725 | 24,68 | 32.186 | 21,40 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 13.513 | 345 | ||||||
| 2026-04-21 | 13F | Quad-Cities Investment Group, LLC | 64.270 | 9,17 | 1.642 | 6,35 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 11.397 | 291 | ||||||
| 2026-04-30 | 13F | Indivisible Partners | 73.270 | 48,95 | 1.872 | 45,12 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 94.677 | 610,95 | 2.419 | 593,12 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 19.671 | 9,34 | 503 | 6,57 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 339.193 | 2,42 | 8.666 | -0,28 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 314.448 | 22,84 | 8.251 | 24,71 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 182.728 | 147,84 | 4.669 | 141,37 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 934.811 | 48,75 | 23.884 | 44,84 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 44.025 | 12,59 | 1.125 | 9,55 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2.448.107 | 15,38 | 62.549 | 12,35 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 584 | 5,80 | 15 | 0,00 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 24.801 | 88,31 | 634 | 83,48 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 338.910 | 4,88 | 8.669 | 2,25 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 56.196 | 26,23 | 1.436 | 22,86 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 62.888 | 8,77 | 1.619 | 6,72 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 45.159 | 1,79 | 1.154 | -0,95 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 167.972 | 3,11 | 4.292 | 0,40 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 146.068 | 2,18 | 3.732 | -0,48 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 485.388 | 12,63 | 12.402 | 8,67 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 842.134 | 0,74 | 21.517 | -1,91 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 322.638 | 108,36 | 8.243 | 102,88 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 123.964 | 5,21 | 3.167 | 2,46 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 374.883 | 1.722,74 | 9.578 | 1.676,99 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 621.989 | 1,59 | 15.892 | -1,08 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 84.608 | 17,19 | 2 | 100,00 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 44.064 | 31,77 | 1.126 | 28,28 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 53.493 | 1.367 | ||||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 12 | 216 | ||||||
| 2026-05-11 | 13F | Cooper Capital Advisors LLC | 467.847 | 42,63 | 11.953 | 38,89 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 1.177.764 | 17,72 | 30.092 | 14,62 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 72.141 | 12,18 | 1.843 | 9,25 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 22.752 | 581 | ||||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 20.436 | 5,47 | 522 | 2,76 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 856 | 22 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 2.181.726 | 4,18 | 55.746 | 1,44 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 147.317 | 2,01 | 3.764 | -0,69 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 18.205 | 2,85 | 465 | 0,22 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 194.765 | 8,27 | 4.976 | 5,42 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 20.260 | 82,59 | 518 | 77,66 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 8.692 | 3,62 | 222 | 0,91 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 25.174 | 0,37 | 643 | -2,28 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 62.022 | 76,13 | 1.585 | 71,43 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 315.133 | 24,78 | 8.269 | 26,67 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 9.772 | 0,23 | 250 | -2,35 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 23.181 | 1,65 | 592 | -1,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 497.696 | 78,20 | 12.716 | 181.557,14 | ||||
| 2026-04-08 | 13F | StoneCrest Wealth Management, Inc. | 179.288 | 0,27 | 4.581 | -2,39 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 33.107 | 2,96 | 846 | 0,24 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 48.919 | 12,61 | 1.250 | 9,66 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.974.367 | 1,78 | 51.807 | 103.514,00 |
