Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF eröffnet haben, gehören Two Sigma Investments, Lp, Sentinel Advisory Group, LLC, Avaii Wealth Management, Llc, Commonwealth Financial Services, LLC, TCFG Investment Advisors, LLC, My Portfolio Guide, LLC, Fairvoy Private Wealth, LLC, Foresight Capital Management Advisors, Inc., Everest Financial Group LLC, Baer Investment Advisory LLC, Skyview Financial Group LLC, Precedent Wealth Partners, Llc, Apeiron RIA LLC, Johnson Financial Group, LLC, Fortis Capital Advisors, LLC, Clark Asset Management, LLC, Diversify Wealth Management, Llc, McKinney Capital Management, LLC, Cambridge Advisors Inc., und Junk Investment Group, 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 | StoneCrest Wealth Management, Inc. | 118.133 | 1,22 | 8.066 | -0,52 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 75.145 | 23,96 | 5.220 | 28,04 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 6.534 | 1,49 | 446 | -0,22 | ||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 5.110 | 35,40 | 349 | 32,82 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 8.639 | 12,27 | 590 | 10,30 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 43.821 | 56,34 | 2.992 | 53,67 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 4.850 | 1,19 | 331 | -0,30 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 3.009 | 207 | ||||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 78.991 | 40,75 | 5.394 | 38,35 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 13.519 | 13,28 | 923 | 11,34 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 8.719 | 595 | ||||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 34.496 | 9,16 | 2.355 | 117.650,00 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 288.104 | 18,36 | 19.672 | 16,33 | ||||
| 2026-05-05 | 13F | Rockport Wealth LLC | 119.491 | 38,31 | 8.159 | 35,96 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 14.903 | 7,74 | 1.018 | 5,94 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 916 | 61 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 221.690 | 0,94 | 15.137 | -0,79 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 178.393 | 5,86 | 12.181 | 4,04 | ||||
| 2026-04-10 | 13F | Novem Group | 20.976 | 1,61 | 1.432 | -0,14 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 118.547 | 2,95 | 8.094 | 1,19 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 73.100 | 9,15 | 4.991 | 7,29 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 60.186 | 0,87 | 4.110 | -0,84 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 44.846 | 0,55 | 3.062 | -1,16 | ||||
| 2026-05-14 | 13F | Cedrus Wealth Group LLC | 48.104 | 6,19 | 3.285 | 4,35 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 23.478 | 12,78 | 1.603 | 10,86 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 582.079 | 7,83 | 39.744 | 5,98 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 12.115 | 827 | ||||||
| 2026-04-09 | 13F | Stewardship Concepts Financial Services Llc | 119.382 | 5,94 | 8.151 | 3,91 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 102.783 | 9,16 | 7.018 | 7,31 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 7.073 | 15,44 | 483 | 13,41 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 967.621 | 1,64 | 66.069 | -0,10 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 6.577 | 9,11 | 449 | 7,42 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 419 | 31 | ||||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 19.122 | 6,77 | 1.306 | 4,90 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 444.900 | 49,06 | 30.378 | 46,51 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 51.321 | 0,71 | 3.504 | -1,02 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1.763.900 | 8,47 | 120.439 | 6,61 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 3.172 | 217 | ||||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 4.530 | 18,22 | 309 | 16,17 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 80.436 | 2.269,95 | 5.492 | 2.237,02 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 12.344.290 | 9,38 | 842.868 | 7,51 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 38.802 | 7,11 | 2.885 | 14,63 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 40.087 | 1,43 | 2.737 | -0,29 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 2.291 | 65,30 | 156 | 62,50 | ||||
| 2026-04-20 | 13F | RiverTree Advisors, LLC | 23.540 | 712,85 | 1.607 | 699,50 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 4.218 | 13,91 | 288 | 12,06 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 5.340 | 29,11 | 365 | 26,83 | ||||
| 2026-05-11 | 13F | Viawealth, Llc | 2.946 | 0,27 | 201 | -1,47 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | -100,00 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 99.734 | 310,12 | 6.810 | 303,14 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 23.985 | 3,06 | 1.638 | 1,30 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 11.187 | 44,59 | 764 | 42,09 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 35.681 | 0,71 | 2.436 | -1,02 | ||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 4.835 | 336 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 459.941 | 9,56 | 31.412 | 7,68 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 7.444.315 | 3,03 | 508.298 | 1,27 | ||||
| 2026-05-15 | 13F | Fmr Llc | 56.967 | 31,48 | 3.890 | 29,25 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1.548.817 | 3,03 | 106 | 0,96 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 14.221 | 12,01 | 971 | 10,22 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 189 | 13 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 121.395 | 5,35 | 8.289 | 3,55 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 722.842 | 1.520,36 | 49.356 | 1.492,61 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 2.391 | 24,47 | 163 | 22,56 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 602 | 0,33 | 41 | 0,00 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 21.045 | 47,97 | 1.437 | 45,34 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 13.947 | 93,57 | 952 | 90,40 | ||||
| 2026-05-05 | 13F | Opinicus Capital, Inc. | 18.697 | 0,51 | 1.277 | -1,24 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 231.424 | 248,07 | 15.802 | 242,16 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 3.869 | 264 | ||||||
| 2026-05-11 | 13F | Seeds Investor Llc | 3.231 | 237 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 30.955 | 13,78 | 2.114 | 11,86 | ||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 362.140 | 1,42 | 24.705 | -0,40 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 24.891 | 2,14 | 1.700 | 0,41 | ||||
| 2026-05-15 | 13F/A | Prepared Retirement Institute LLC | 12.683 | 0,25 | 866 | -1,48 | ||||
| 2026-04-14 | 13F | Foresight Capital Management Advisors, Inc. | 31.579 | 2.150 | ||||||
| 2026-04-29 | 13F | Kaydan Wealth Management, Inc. | 19.612 | 2,40 | 1.339 | 0,68 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 887.227 | 53,27 | 60.580 | 50,64 | ||||
| 2026-04-22 | 13F | tru Independence LLC | 257.442 | 4,12 | 17.578 | 2,34 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 424 | 0 | ||||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 97.800 | 84,21 | 6.678 | 81,05 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 12.843 | 7,62 | 877 | 5,67 | ||||
| 2026-04-07 | 13F | Hobart Private Capital, LLC | 516.607 | 2,45 | 35.274 | 0,70 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 3.757 | 257 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 111.055 | 10,85 | 7.583 | 8,95 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 48.869 | 1,53 | 3.337 | -0,21 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 75.898 | 0,72 | 5.182 | -0,99 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 259.052 | 3,18 | 17.688 | 1,35 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 248.181 | 5,19 | 16.946 | 3,39 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 2.553.066 | 3,09 | 174.325 | 1,32 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 66.180 | 1,64 | 5 | 0,00 | ||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 37.342 | 42,04 | 2.550 | 39,59 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 2.166 | 21.560,00 | 150 | |||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 13.970 | 0,50 | 954 | -4,80 | ||||
| 2026-05-05 | 13F | PFG Advisors | 183.680 | 5,90 | 12.542 | 4,09 | ||||
| 2026-04-10 | 13F | Boyer Financial Services, Inc. | 22.664 | 25,69 | 1.548 | 22,39 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 23.137 | 187,81 | 2 | |||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 399.315 | 12,41 | 27.265 | 10,48 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 5.979 | 19,27 | 408 | 17,24 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 108.978 | 3,56 | 7.441 | 1,79 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 168.923 | 6,44 | 11.534 | 4,62 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 42.895 | 13,40 | 2.929 | 11,46 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 170.391 | 37,04 | 11.634 | 34,70 | ||||
| 2026-04-08 | 13F | Wisconsin Wealth Advisors, LLC | 52.645 | 2,28 | 3.595 | 0,53 | ||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 83.754 | 6,45 | 5.719 | 4,61 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 60.246 | 3,79 | 4.114 | 2,01 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 165.750 | 1,98 | 11.317 | 0,23 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 505.605 | 8,84 | 34.523 | 6,98 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 45.554 | 9,33 | 3.165 | 12,92 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 27.670 | 1,00 | 1.889 | -0,74 | ||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 28.820 | 1,96 | 1.968 | 0,20 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 855.453 | 87,13 | 58.410 | 83,92 | ||||
| 2026-04-16 | 13F | Ellsworth Advisors, LLC | 26.239 | 0,19 | 1.792 | -5,89 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1.002 | 68 | ||||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 15.681 | 1.071 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 84 | 6 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 4.128 | 5,25 | 287 | 8,75 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 7.233 | 21,16 | 494 | 19,08 | ||||
| 2026-05-11 | 13F | Collier Financial | 606 | 0,33 | 41 | -2,38 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 92.851 | 10,44 | 6.340 | 8,54 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 114.561 | 5,38 | 7.822 | 3,58 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 8.468 | 18,38 | 578 | 16,53 | ||||
| 2026-04-15 | 13F | Mainsail Financial Group, LLC | 174.465 | 1,41 | 11.912 | -0,33 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 133.908 | 4,98 | 9 | 12,50 | ||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 72.915 | 10,94 | 4.979 | 9,05 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 378.101 | 4,60 | 25.817 | 2,81 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 124.657 | 0,91 | 8.512 | -0,82 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 49.983 | 0,06 | 3.413 | -1,67 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 243.929 | 16.655 | ||||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 33.724 | 14,48 | 2.303 | 12,51 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 8.013 | 1,75 | 547 | 0,00 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 2.501 | 0,28 | 171 | -1,73 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 880.823 | 16,93 | 60.143 | 14,92 | ||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 10.786 | 214,19 | 736 | 209,24 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 742.642 | 1.611,87 | 50.708 | 1.582,94 | ||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 190.637 | 1,38 | 13.017 | -0,36 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 952.581 | 8,12 | 65.042 | 6,27 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 18.959 | 2,45 | 1.295 | 0,70 | ||||
| 2026-05-08 | 13F | Core Wealth Partners LLC | 3.030 | 207 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 2.885.091 | 4,67 | 196.994 | 2,88 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 3.970 | 271 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 11.087 | 5,80 | 757 | 3,99 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 231 | 16 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 55.432 | 6,67 | 3.785 | 4,82 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 41.341 | 2.823 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 124.362 | 5,34 | 8.639 | 8,80 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 17.720 | 1.210 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 370.701 | 26,26 | 25.538 | 20,16 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 36.916 | 8,82 | 2.521 | 6,96 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 108.266 | 3,19 | 7.392 | 1,43 | ||||
| 2026-05-12 | 13F | Creative Planning | 60.503 | 6,09 | 4.131 | 4,29 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 181.475 | 0,44 | 12.607 | 3,74 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 32.332.134 | 5,99 | 2.207.638 | 4,18 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 773.165 | 22,95 | 51.354 | 17,55 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 226.612 | 33,64 | 15.473 | 31,36 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 12.323 | 0,65 | 841 | -1,06 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 24.453 | 53,93 | 1.670 | 51,31 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 4.044.145 | 8,00 | 276.134 | 6,15 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 66.421 | 1,33 | 4.535 | -0,40 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 523.384 | 35.737 | ||||||
| 2026-05-12 | 13F | Mission Financial Group, LLC | 14.409 | 1,63 | 984 | -0,10 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 2.190 | 150 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 6.935 | 514 | ||||||
| 2026-04-22 | 13F | Hofer & Associates. Inc | 6.592 | 8,53 | 450 | 6,89 | ||||
| 2026-05-15 | 13F | Pitti Group Wealth Management, LLC | 24.785 | 3,15 | 1.692 | 1,38 | ||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 70.734 | 3,12 | 4.830 | 1,34 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 79.618 | 0,55 | 5.436 | -1,16 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 7.807 | 533 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 90.465 | 5,19 | 6.177 | 3,38 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 157.213 | 4,67 | 10.734 | 2,88 | ||||
| 2026-05-08 | 13F | Virtus Wealth Solutions LLC | 125.461 | 5,03 | 8.567 | 3,23 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 27.750 | 1.895 | ||||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 130.674 | 44.805,15 | 8.922 | 44.510,00 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 99 | 1,02 | 0 | |||||
| 2026-05-07 | 13F | Liberty Square Wealth Partners Llc | 805.324 | 9,42 | 54.987 | 7,54 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 164.009 | 10,86 | 11.199 | 8,96 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 1.126.899 | 9,96 | 76.945 | 8,08 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1.065 | 73 | ||||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 266.200 | 18.176 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 9.341.197 | 3,30 | 638.442 | 1,64 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 3.116 | 1.872,15 | 0 | |||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 24.337 | 5,73 | 1.662 | 3,88 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 27.147 | 138,22 | 1.854 | 134,26 | ||||
| 2026-05-15 | 13F | Quest Investment Management Llc | 5.291 | 5,50 | 361 | 3,74 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 25.583 | 24,21 | 1.747 | 22,10 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 249.140 | 91,72 | 17.011 | 88,45 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 325.077 | 1,75 | 22.196 | 0,01 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 174.067 | 3,41 | 11.885 | 1,64 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 35.252 | 4,65 | 2.407 | 2,82 | ||||
| 2026-05-20 | 13F | Leigh Baldwin & Co., Llc | 14.940 | 0,69 | 1.020 | -1,07 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 20.878.444 | 3,60 | 1.425.580 | 1,83 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 6.712 | 2,16 | 462 | -1,91 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 4.064 | 13,55 | 278 | 11,69 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 25.779 | 5,71 | 1.760 | 3,90 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 654.217 | 0,98 | 44.670 | -0,75 | ||||
| 2026-04-24 | 13F | DB&C Advisors, LLC | 10.540 | 8,90 | 720 | 6,99 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 1.100 | 75 | ||||||
| 2026-05-18 | 13F | Graney & King, LLC | 71.449 | 20,13 | 4.879 | 18,08 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 822 | 13,54 | 56 | 12,00 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 198.191 | 31,92 | 13.532 | 29,67 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 175.204 | 11.963 | ||||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 53.581 | 2,69 | 3.993 | 5,69 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 209.077 | 2,05 | 14.276 | 0,30 | ||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 46.046 | 0,18 | 3.144 | -1,50 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 208.523 | 1,94 | 14.238 | 0,19 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 12.309 | 8.755,40 | 840 | -2,33 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 5.997 | 409 | ||||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 3.099 | 2,99 | 225 | 10,89 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 7.966 | 74,58 | 544 | 71,84 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 76.914 | 7,41 | 5 | 25,00 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 36.285 | 2.473 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 4.566 | 312 | ||||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 59.655 | 5,56 | 4.073 | 3,77 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 3.960 | 270 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 131.365 | 2.051,41 | 8.970 | 2.015,33 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 10.120 | 20,66 | 691 | 18,73 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 11.929 | 7,31 | 815 | 5,44 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 617 | 42 | ||||||
| 2026-05-07 | 13F | Perissos Private Wealth Management, LLC | 33.023 | 7,90 | 2.255 | 6,02 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 115.817 | 1,86 | 7.908 | 0,13 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 30.817 | 31,75 | 2.104 | 29,56 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 126.073 | 5.846,84 | 8.608 | 5.755,78 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2.105.680 | 34,18 | 140.407 | 28,79 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 4.412.718 | 12,79 | 301.352 | 10,86 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 499 | 34 | ||||||
| 2026-05-05 | 13F | Gaddis Premier Wealth Advisors LLC | 128.736 | 1,01 | 8.790 | -0,71 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 30.111 | 0,41 | 2.056 | -1,30 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 20.888 | 147,84 | 1.572 | 158,81 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 82.955 | 8,30 | 5.664 | 6,45 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 200.390 | 2,62 | 13.683 | 0,86 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 33.109 | 112,16 | 2.261 | 108,49 | ||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 3.182 | 0,03 | 217 | -1,36 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 32.720 | 3,77 | 2.234 | 2,01 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 16.597 | 13,69 | 1.102 | 8,68 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.524.251 | 4,89 | 104.076 | 3,09 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 16.922 | 11,04 | 1.266 | 15,74 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 72.200 | 51,36 | 4.930 | 48,78 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 92.048 | 2,32 | 6.285 | 0,58 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 144.822 | 3,30 | 9.888 | 1,53 | ||||
| 2026-04-15 | 13F | City Holding Co | 149.419 | 9,51 | 10.202 | 7,64 | ||||
| 2026-04-30 | 13F | Torren Management, LLC | 1.352 | 92 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 328.333 | 20,64 | 22.809 | 24,61 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 885 | 35,74 | 60 | 33,33 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 24.797 | 100,69 | 1.693 | 97,32 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 38.665 | 25,32 | 2.640 | 23,19 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 8.525 | 582 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 281 | 0,72 | 19 | 0,00 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 697 | 48 | ||||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 16.550 | 5,70 | 1.130 | 3,96 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 385.183 | 5,20 | 26.307 | 3,41 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 166.064 | 5,09 | 11.433 | 4,15 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 4.237 | 289 | ||||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 12.342 | 36,98 | 843 | 34,72 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 144 | 10 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 41.810 | 3,53 | 2.855 | 1,75 | ||||
| 2026-04-22 | 13F | AJ Advisors, LLC | 178.747 | 1,88 | 12.205 | 0,13 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 500 | 34 | ||||||
| 2026-05-14 | 13F | Integrity Wealth Advisors, Inc. | 303.538 | 13,04 | 20.726 | 11,10 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 49.990 | 5,59 | 3.413 | 3,80 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 645.395 | 0,30 | 44.068 | -1,42 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 5.555.442 | 0,67 | 385.937 | 103.925,88 | ||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 6.898 | 2,82 | 471 | 0,86 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 27.553 | 18,25 | 1.881 | 16,25 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 189.055 | 6,69 | 12.909 | 4,86 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 480.671 | 24,87 | 32.820 | 22,74 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 5.516 | 2,53 | 377 | 0,80 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 240 | 185,71 | 16 | 220,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 19.956 | 1.363 | ||||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 67.778 | 9,20 | 4.628 | 7,33 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 39.071 | 0,71 | 2.668 | -1,04 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 5.030.578 | 6,52 | 343.487 | 4,69 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 6.950 | 25,16 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 154.431 | 45,69 | 10.545 | 43,77 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 57.198 | 9,62 | 3.905 | 7,75 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 149.670 | 4,42 | 10.219 | 2,64 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 5.416.550 | 5,23 | 369.842 | 3,43 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 17.184 | 2,86 | 1.173 | 1,12 | ||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 23.318 | 7,80 | 1.592 | 5,99 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 31.179 | 67,22 | 2.129 | 64,32 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 844.400 | 57.656 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 11.305.832 | 0,26 | 771.962 | -1,45 | ||||
| 2026-05-13 | 13F | Alliance Wealth Advisors, LLC | 9.735 | 12,57 | 665 | 10,67 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 6.873 | 9,11 | 469 | 7,32 | ||||
| 2026-05-08 | 13F | 1776 Wealth LLC | 13.871 | 1,06 | 947 | -0,63 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 11.328 | 1,36 | 774 | -0,39 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 4.984 | 2,81 | 340 | 1,19 | ||||
| 2026-05-14 | 13F | Frederick Financial Consultants, LLC | 116.468 | 1,73 | 7.952 | -0,01 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 11.696 | 47,62 | 799 | 45,09 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 31.671 | 13,06 | 2.163 | 11,10 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 412 | 28 | ||||||
| 2026-05-06 | 13F | WealthTrust Asset Management, LLC | 8.100 | 43,57 | 553 | 41,43 | ||||
| 2026-04-16 | 13F | EdgeRock Capital LLC | 33.879 | 16,99 | 2.315 | 14,84 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 1.171.062 | 5,13 | 79.989 | 3,33 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 854 | 19,44 | 58 | 18,37 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 24.050 | 60,33 | 1.642 | 57,58 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 70 | 0 | ||||||
| 2026-04-16 | 13F | Envision Financial LLC | 111.842 | 8,32 | 7.637 | 6,45 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 4.637 | 14,86 | 322 | 18,82 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 3.223 | 0,25 | 220 | -1,35 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1.047 | 71 | ||||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 519.015 | 16,47 | 35.438 | 14,47 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 29.497 | 85,94 | 2.014 | 82,76 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 28.664 | 4,50 | 1.957 | 2,73 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 1.435 | 0,28 | 98 | -2,02 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 303.721 | 1,48 | 21.100 | 4,81 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 543.025 | 0,82 | 37.078 | -4,75 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 46.709 | 7,43 | 3.184 | 5,43 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 110.529 | 3,80 | 7.547 | 2,01 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 360.739 | 11,53 | 24.631 | 9,62 | ||||
| 2026-05-14 | 13F | McKinney Capital Management, LLC | 6.488 | 443 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 4.469 | 305 | ||||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 3.606 | 246 | ||||||
| 2026-05-13 | 13F | Keystone Financial Group | 41.404 | 3,43 | 2.827 | 1,69 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 193.376 | 5,20 | 13.204 | 3,40 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 67.970 | 2,69 | 4.641 | 0,94 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 24.943 | 0,38 | 1.703 | -1,33 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 569.198 | 6,21 | 38.865 | 4,39 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 142.235 | 0,84 | 9.712 | -0,89 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 17.850 | 146,04 | 1.219 | 141,67 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 10.510 | 227,01 | 718 | 221,52 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 3.230.196 | 19,27 | 221 | 17,02 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 131.214 | 1,53 | 8.959 | -0,21 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 215.044 | 18,61 | 14.722 | 16,86 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 126.396 | 22,20 | 8.630 | 20,11 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 4.148 | 22,36 | 286 | 21,28 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 402 | 27 | ||||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 42 | 3 | ||||||
| 2026-04-23 | 13F | O'Connor Financial Group LLC | 155.159 | 1,58 | 10.594 | -3,32 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 75.797 | 0,45 | 5.176 | -1,28 | ||||
| 2026-05-14 | 13F | Wills Financial Group LLC | 15.854 | 1,42 | 1.172 | 7,93 | ||||
| 2026-04-29 | 13F | Sanchez Wealth Management Group | 325.764 | 1,37 | 22.243 | -0,36 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 7.330 | 10,37 | 1 | |||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 47.202 | 22,16 | 3.223 | 20,04 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 6.426 | 439 | ||||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 1.083 | 0,65 | 75 | 0,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 59.766 | 65,30 | 4.081 | 62,42 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 115.128 | 10,40 | 7.861 | 8,50 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 5.741 | 392 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 4.768 | 3,03 | 326 | 4,50 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 137.635 | 5,43 | 9.398 | 3,63 | ||||
| 2026-04-29 | 13F | Arbor Trust Wealth Advisors, Llc | 3.058 | 209 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 40.939 | 9,71 | 2.795 | 7,83 | ||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 95.606 | 28,55 | 6.528 | 20,02 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 11.747 | 49,78 | 802 | 47,43 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 35.529 | 2.426 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 3.598 | 246 | ||||||
| 2026-05-11 | 13F | Fairway Financial, LLC | 131.394 | 0,03 | 8.972 | -1,69 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 3.912 | 1,95 | 293 | 5,42 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 78.643 | 18,97 | 5.370 | 16,92 | ||||
| 2026-05-05 | 13F | Holistic Financial Partners | 60.458 | 36,89 | 4.128 | 34,55 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 5.753 | 2,71 | 393 | -3,69 | ||||
| 2026-05-07 | 13F | EPG Wealth Management LLC | 336 | 9,45 | 23 | 4,76 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 38.671 | 1,05 | 2.641 | -0,68 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 42.402 | 3,00 | 2.895 | 1,26 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 202.658 | 28,10 | 13.837 | 25,91 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 17.790 | 18,28 | 1 | 0,00 | ||||
| 2026-04-08 | 13F | Lynch & Associates/in | 25.956 | 34,73 | 1.772 | 32,44 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 3.187 | 4,46 | 218 | 2,84 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 46.654 | 21,62 | 3.224 | 16,27 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 1.479 | 167,45 | 101 | 165,79 | ||||
| 2026-02-18 | 13F | Skyview Financial Group LLC | 17.134 | 1.190 | ||||||
| 2026-04-27 | 13F | Northeast Planning Associates, Inc. / Nh / | 31.024 | 8,86 | 2.118 | 7,02 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 66.497 | 4,57 | 4.540 | 2,78 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 121.836 | 2,08 | 8.319 | 0,33 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 4.341 | 16,41 | 296 | 14,29 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 7.316 | 37,62 | 500 | 35,23 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 6.375 | 2,43 | 435 | 0,69 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 71.603 | 19,53 | 4.960 | 18,02 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 15.623 | 6,75 | 1.067 | 4,92 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 2.927 | 203 | ||||||
| 2026-04-16 | 13F | Davis Capital Management | 13 | 1 | ||||||
| 2026-05-13 | 13F | Ascension Capital Advisors, Inc. | 585.365 | 0,67 | 39.969 | -1,05 | ||||
| 2026-05-15 | 13F | Family Management Corp | 29.842 | 0,11 | 2.038 | -1,59 | ||||
| 2026-05-07 | 13F | Intellus Advisors LLC | 332.314 | 0,83 | 22.690 | -0,90 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 83.285 | 1,17 | 5.687 | -0,58 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 61.819 | 43,27 | 4.221 | 40,84 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 316.682 | 26,26 | 21.623 | 24,10 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 725 | 50 | ||||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 765 | 52 | ||||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 244 | 17 | ||||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 17.717 | 3,24 | 1.210 | 1,43 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 362.555 | 10,32 | 24.755 | 8,43 | ||||
| 2026-05-13 | 13F | GLR Partners, LLC | 5.494 | 375 | ||||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 5.191 | 8,58 | 354 | 6,63 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 4.459 | 0,16 | 304 | -1,62 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 99.545 | 16,83 | 6.797 | 14,82 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 27.621 | 20,95 | 1.886 | 18,85 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 181.918 | 1,38 | 12.421 | -0,36 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 4.096 | 15,67 | 280 | 13,88 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 935.616 | 6,18 | 63.884 | 4,36 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 4.337 | 0,09 | 296 | -1,66 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 74.996 | 94,79 | 5 | 150,00 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 212.452 | 1,05 | 14.506 | -0,68 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 146.469 | 1,77 | 10.001 | 0,02 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 6.663 | 2,05 | 455 | 0,22 | ||||
| 2026-04-03 | 13F | Rise Advisors, LLC | 472.396 | 7,18 | 32.524 | 6,22 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 3.478 | 621,58 | 237 | 618,18 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 29.409 | 33,28 | 2.008 | 31,07 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 11.007 | 0,03 | 752 | -2,97 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 159.258 | 6,32 | 10.874 | 4,51 | ||||
| 2026-05-14 | 13F | Rubicon Advisors, GP | 19.944 | 2,56 | 1.362 | 0,81 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 185.649 | 9,31 | 12.676 | 7,44 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 87.714 | 15,29 | 5.826 | 9,14 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 430.510 | 11,16 | 29.395 | 9,26 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 382 | 27 | ||||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 8.525 | 21,35 | 582 | 19,26 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 6.615 | 0,27 | 452 | -1,53 | ||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 22.280 | 1,27 | 1.521 | -0,46 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3.098 | 143,55 | 212 | 139,77 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 183.303 | 6,22 | 12.516 | 4,40 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 155.193 | 3,10 | 10.669 | 2,03 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 44.955 | 7,19 | 3.070 | 5,36 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 13.955 | 3,04 | 953 | 1,28 | ||||
| 2026-05-12 | 13F | Greenwich Wealth Management LLC | 8.891 | 0,01 | 1 | |||||
| 2026-05-14 | 13F | Hrt Financial Lp | 5.913 | 0 | ||||||
| 2026-04-06 | 13F | CX Institutional | 1.150 | 0,17 | 0 | |||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 2.865 | 201 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 50.078 | 7,95 | 3.419 | 6,11 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 69.981 | 10,30 | 4.778 | 8,42 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 98.495 | 9,99 | 6.725 | 8,12 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 315.259 | 1,02 | 21.526 | -0,71 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 269.997 | 1,73 | 18.435 | -0,01 | ||||
| 2026-04-23 | 13F | Catalyst Investment Management LLC | 30.163 | 25,99 | 2.247 | 35,12 | ||||
| 2026-05-04 | 13F | Nwam Llc | 9.196 | 10,14 | 628 | 3,98 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 23.175 | 16,81 | 1.582 | 14,80 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 36.564 | 9,47 | 2.497 | 2,63 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 269.660 | 14,30 | 18.412 | 12,34 | ||||
| 2026-04-27 | 13F | Insight Inv LLC | 85.879 | 14,06 | 5.864 | 12,10 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 41.937 | 11,44 | 2.863 | 13,25 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 8.525 | 582 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 14.844 | 9,87 | 1.014 | 8,00 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 37.732 | 3,01 | 2.576 | 1,26 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 28.609 | 23,43 | 1.953 | 21,30 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 39.237 | 120,77 | 2.679 | 117,10 | ||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 4.878 | 3,83 | 333 | 2,15 | ||||
| 2026-04-08 | 13F | Afg Fiduciary Services Limited Partnership | 19.372 | 350,30 | 1.347 | 347,18 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 127.271 | 99,82 | 8.689 | 96,41 | ||||
| 2026-05-05 | 13F | Gentry Private Wealth, Llc | 8.722 | 4,21 | 596 | 2,41 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 1.048.094 | 4,25 | 71.564 | 2,47 | ||||
| 2026-04-23 | 13F | Lighthouse Wealth Management Inc. | 8.325 | 3,35 | 568 | 1,61 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 27.139 | 7,00 | 1.853 | 5,22 | ||||
| 2026-05-13 | 13F | GKV Capital Management Co., Inc. | 34 | 2 | ||||||
| 2026-05-19 | 13F | Paragon Private Wealth Management, LLC | 6.287 | 0,05 | 429 | -1,61 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 573 | 0,35 | 39 | 0,00 | ||||
| 2026-04-08 | 13F | Nestegg Advisors, Inc. | 113.820 | 2,77 | 7.772 | 1,01 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 114.647 | 16,62 | 7.828 | 14,63 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 112.160 | 0,07 | 7.658 | -1,63 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 35.532 | 0,71 | 2.426 | -0,98 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 4.472 | 44,40 | 305 | 41,86 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 162.100 | 7,62 | 10.551 | 6,25 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 227.307 | 16,68 | 15.521 | 14,68 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 4.937 | 9,64 | 370 | 18,59 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 215.268 | 14,10 | 14.698 | 12,15 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 90.420 | 21,14 | 6.174 | 19,05 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 58.359 | 44,90 | 3.985 | 42,44 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 14.439 | 5,95 | 986 | 4,12 | ||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 82 | 1.849 | ||||||
| 2026-04-06 | 13F | Private Client Services, Llc | 12.125 | 51,75 | 828 | 49,01 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 22.554 | 42,22 | 1.540 | 39,78 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 65.867 | 0,40 | 4.497 | -1,32 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 923 | 0,33 | 63 | 0,00 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 353.709 | 4,45 | 24.151 | 2,66 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 175 | 12 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 399.950 | 81,13 | 27.309 | 78,03 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 20.304 | 36,89 | 1.386 | 34,56 | ||||
| 2026-04-29 | 13F | San Luis Wealth Advisors LLC | 17.656 | 0,07 | 1.206 | -1,63 | ||||
| 2026-04-15 | 13F | Zullo Investment Group, Inc. | 5.870 | 0,48 | 401 | -1,23 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 6.798 | 2,70 | 464 | 1,09 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 3.532 | 0,26 | 241 | -1,23 | ||||
| 2026-05-13 | 13F | 17 Capital Partners, Llc | 28.777 | 4,07 | 1.965 | 2,29 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 176.074 | 6,08 | 12 | 9,09 | ||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 213.284 | 13,10 | 14.563 | 11,17 | ||||
| 2026-05-14 | 13F | Traction Financial Partners, LLC | 237.780 | 0,84 | 16.236 | -0,89 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 10.578 | 56,78 | 722 | 54,27 | ||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 148.434 | 2,29 | 10.205 | 0,25 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 3.112.676 | 14,54 | 212.534 | 12,58 | ||||
| 2026-04-21 | 13F | BankPlus Wealth Management LLC | 48.842 | 17,62 | 3.335 | 15,60 | ||||
| 2026-04-10 | 13F | Ballew Advisors, Inc | 53.766 | 26,24 | 3.905 | 27,28 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 63.903 | 0,46 | 4.363 | -1,24 |
