Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Schwab Strategic Trust - Schwab U.S. Small-Cap ETF eröffnet haben, gehören L2 Asset Management, LLC, CMH Wealth Management LLC, Financial Solutions Advisory Group, Inc., Clearview Wealth Management LLC, OFS Enterprise LLC, Spartan Wealth Advisory Services LLC, Shearwater Capital LLC, DAVENPORT & Co LLC, Tiaa-cref Individual & Institutional Services, Llc, Dickmeyer Boyce Financial Management, Inc., Summitpoint Capital Management, 3 Factor Indexing, Llc, Brookwood Investment Group LLC, Vanguard Advisers Inc, Buska Wealth Management, LLC, Zions Bancorporation, National Association /ut/, Global Assets Advisory, LLC, GatePass Capital, LLC, Wbi Investments, Inc., und RiverFront 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Windsor Advisory Group, LLC | 44.085 | 1.282 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 38.972 | 16,11 | 1.133 | 18,64 | ||||
| 2026-05-13 | 13F | Pfc Capital Group, Inc. | 354 | 0,28 | 0 | |||||
| 2026-05-11 | 13F | MCF Advisors LLC | 10.849 | 0,04 | 315 | 2,27 | ||||
| 2026-05-12 | 13F | Frisco Financial Planning LLC | 135.958 | 6,08 | 3.954 | 8,30 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 3.674 | 0,14 | 0 | |||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 148.376 | 2,92 | 4.315 | 5,09 | ||||
| 2026-04-30 | 13F | Barnett & Company, Inc. | 9.423 | 1,39 | 274 | 3,79 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 200.960 | 77,95 | 6 | 66,67 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 30.773 | 0,24 | 895 | 2,29 | ||||
| 2026-04-22 | 13F | Motco | 3.169 | 173,66 | 92 | 187,50 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 3.386.087 | 16,31 | 98.466 | 18,76 | ||||
| 2026-04-20 | 13F | 25 Llc | 8.491 | 3,75 | 247 | 5,58 | ||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 16.754 | 0,14 | 487 | 2,31 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 327.468 | 1,63 | 9.523 | 3,77 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 103.001 | 24,57 | 2.995 | 0,88 | ||||
| 2026-05-19 | 13F | Orographic Financial Advisors, LLC | 9.847 | 0 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 42.255 | 1,64 | 1.229 | 3,80 | ||||
| 2026-04-29 | 13F | Bluestem Financial Advisors, Llc | 77.805 | 0,01 | 2.263 | 2,12 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 15.680 | 0,04 | 456 | 2,02 | ||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 59.980 | 1.744 | ||||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 259 | 21,03 | 8 | 16,67 | ||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 593.940 | 2,32 | 17.272 | 4,48 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 254.119 | 1,82 | 7.390 | 3,95 | ||||
| 2026-05-11 | 13F | Commerce Bank | 21.202 | 62,78 | 617 | 66,49 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 50.919 | 34,41 | 1.478 | 37,01 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 7.037 | 95,26 | 198 | 91,26 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 14.272 | 14,78 | 415 | 17,23 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 71.303 | 1,19 | 2.073 | 3,34 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 232.539 | 0,72 | 6.762 | 2,84 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 1.185 | 2,42 | 34 | 6,25 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 16.919 | 0,06 | 492 | 2,29 | ||||
| 2026-04-29 | 13F | Clear Point Advisors Inc. | 32.287 | 0,23 | 939 | 2,29 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 145.544 | 192,90 | 4.232 | 196,57 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 23 | 1 | ||||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 7.637 | 5,86 | 222 | 8,29 | ||||
| 2026-04-27 | 13F | Hendershot Investments Inc. | 25.852 | 1,06 | 752 | 3,16 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 233.327 | 0,49 | 6.785 | 2,62 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 174.856 | 972,47 | 5.085 | 995,69 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 11.193 | 7,33 | 325 | 9,43 | ||||
| 2026-05-06 | 13F | Juno Financial Group LLC | 87.391 | 2,61 | 2.541 | 4,78 | ||||
| 2026-01-29 | 13F | Comerica Bank | 88.022 | 0,92 | 2.507 | 3,00 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 173.748 | 5,77 | 5.053 | 7,99 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 244 | 9,42 | ||||||
| 2026-04-24 | 13F | CFC Planning Co LLC | 37.980 | 25,86 | 1.104 | 28,52 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 50.805 | 1.477 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 310.674 | 2,15 | 9.034 | 4,31 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 6.540 | 15,88 | 190 | 18,75 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 7.652 | 51,40 | 223 | 55,24 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 20.925 | 3,07 | 608 | 5,19 | ||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 6.936 | 202 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 7.320 | 286,08 | 213 | 300,00 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 15.762 | 3,40 | 458 | 5,53 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 14.323 | 417 | ||||||
| 2026-04-21 | 13F | Asset Planning Services Inc /la/ /adv | 30.655 | 9,99 | 1 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.594.940 | 0,48 | 46.381 | 2,59 | ||||
| 2026-05-13 | 13F | Fusion Capital, LLC | 8.620 | 0,10 | 251 | 2,04 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 0 | 0 | ||||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 8.712 | 253 | ||||||
| 2026-04-08 | 13F | Roberts Wealth Advisors, LLC | 36.897 | 12,10 | 1.073 | 14,41 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 191.698 | 0,55 | 5.575 | 2,67 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 632.949 | 33,20 | 18.406 | 36,01 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 6.966 | 156,67 | 203 | 162,34 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 335.415 | 17,83 | 9.754 | 20,32 | ||||
| 2026-05-13 | 13F | Nwm Advisors, Llc | 196.478 | 8,11 | 5.714 | 10,37 | ||||
| 2026-05-12 | 13F | Kmt Wealth Management, Llc | 7.311 | 213 | ||||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 11.679 | 0,45 | 343 | 3,32 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 2.204 | 64 | ||||||
| 2026-02-13 | 13F | Sei Investments Co | 14.759.141 | 0,47 | 420.341 | 2,55 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 431 | 0,23 | 13 | 0,00 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1.106.106 | 2,04 | 32.164 | 4,19 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 688 | 20 | ||||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 181.822 | 0,13 | 5 | 0,00 | ||||
| 2026-04-23 | 13F | Seek First Inc. | 52.596 | 0,78 | 1.530 | 2,89 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 14.195 | 0,42 | 413 | 2,49 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 62.008 | 0,01 | 1.803 | 2,15 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 10.152 | 18,12 | 295 | 20,90 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 276.989 | 3,10 | 8.055 | 5,27 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 701 | 0,29 | 22 | 10,00 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 110.869 | 3,78 | 3.710 | 12,39 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 293.524 | 3,50 | 8.536 | 5,68 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 17.510 | 17,26 | 509 | 19,76 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 84.498 | 2,51 | 2.457 | 4,69 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 29.800 | 867 | ||||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 34.971 | 1,68 | 996 | 3,75 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 23 | 21,05 | 0 | |||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 2.312 | 0,13 | 67 | 3,08 | ||||
| 2026-05-15 | 13F | LTG Capital LLC | 66.073 | 0,51 | 1.921 | 2,62 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 256.725 | 3,30 | 7.466 | 5,48 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 9.442 | 6,67 | 275 | 8,73 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 12.953 | 1,12 | 377 | 3,30 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 78.593 | 31,20 | 2.285 | 33,94 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 329.819 | 3,75 | 9.591 | 5,94 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 5.634 | 28,42 | 164 | 31,45 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 144.728 | 2,25 | 4.209 | 4,39 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 47.287 | 8,88 | 1.375 | 11,25 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 58.512 | 20,11 | 2 | 0,00 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 15.097 | 30,51 | 439 | 33,43 | ||||
| 2026-04-08 | 13F | Ptm Wealth Management, Llc | 7.242 | 0,14 | 215 | 1,42 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 101 | 3 | ||||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 449.823 | 15,93 | 13.081 | 18,37 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 65.062 | 0,05 | 1.892 | 2,16 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 46.939 | 1,73 | 1.365 | 3,81 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 36.903.750 | 8,46 | 1.073.161 | 10,75 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 18.584 | 0,03 | 540 | 2,08 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 598 | 15,44 | 17 | 21,43 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 23.389 | 2,44 | 680 | 4,62 | ||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 20.718 | 22,98 | 602 | 25,68 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 199.234 | 4,79 | 5.794 | 7,00 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 137.283 | 1,07 | 3.992 | 3,21 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 37.714 | 0,01 | 1.097 | 2,05 | ||||
| 2026-04-21 | 13F | Mendel Capital Management LLC | 59.489 | 6,95 | 1.730 | 11,48 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 16.669 | 16,01 | 485 | 18,34 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 36.007 | 1.047 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 60.338 | 10,90 | 1.718 | 13,18 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 150.183 | 0,40 | 4.408 | 3,45 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 1.109 | 81,80 | 32 | 88,24 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 213.078 | 2,63 | 6.196 | 4,80 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 17.948 | 1,43 | 522 | 3,58 | ||||
| 2026-05-07 | 13F | CFG Wealth Management Services, Inc. | 154.452 | 0,75 | 4.390 | 0,57 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 10.186 | 29,26 | 296 | 35,16 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 28.082 | 817 | ||||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 16.356 | 4,47 | 476 | 6,74 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 404.904 | 1,75 | 11.775 | 3,89 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 613 | 0,66 | 18 | 0,00 | ||||
| 2026-01-26 | 13F | Liberty Capital Management, Inc. | 136.577 | 1,83 | 3.890 | 3,93 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 166.586 | 1,29 | 4.844 | 3,42 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 460.464 | 1,87 | 13.390 | 4,02 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 179.482 | 1,25 | 5.219 | 3,39 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 135.080 | 5,81 | 3.928 | 8,06 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 972 | 0,10 | 28 | 3,70 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 8.269 | 13,65 | 240 | 15,94 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 1.514 | 0 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.271.774 | 7,47 | 36.983 | 9,74 | ||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 64.221 | 7,04 | 1.868 | 9,31 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 78.752 | 1,99 | 2.290 | 4,14 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 13.147 | 35,86 | 382 | 38,91 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 34.746 | 3,55 | 1.010 | 5,76 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 72.818 | 2.118 | ||||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 14.555 | 0,01 | 423 | 2,17 | ||||
| 2026-04-14 | 13F | Arnold Financial Planning LLC | 272.209 | 14,49 | 7.916 | 16,90 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 14.204 | 0,13 | 413 | 2,48 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 17.307 | 11,67 | 503 | 14,06 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 3.452 | 32,77 | 100 | 35,14 | ||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 10.159 | 0,51 | 295 | 2,79 | ||||
| 2026-04-13 | 13F | Buska Wealth Management, LLC | 24.668 | 717 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 15.409 | 4,09 | 448 | 6,41 | ||||
| 2026-04-24 | 13F | Essex LLC | 391.403 | 0,35 | 11.382 | 2,47 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 59.750 | 5,00 | 1.738 | 7,22 | ||||
| 2026-04-15 | 13F | Family Legacy Financial Solutions, LLC | 217.140 | 4,18 | 6.373 | 127.360,00 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 8.843 | 46,97 | 257 | 50,29 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 60.858 | 0,55 | 1.770 | 2,67 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 184.960 | 11,39 | 5.379 | 13,75 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 28.344 | 0,02 | 824 | 2,11 | ||||
| 2026-05-12 | 13F | Baldwin Investment Management, LLC | 8.156 | 0,02 | 237 | 2,16 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 69.383 | 45,89 | 2.018 | 48,97 | ||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 191.821 | 0,18 | 5.578 | 2,29 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 16.095 | 58,76 | 468 | 62,50 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 22.098 | 148,26 | 643 | 153,75 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 97.894 | 0,40 | 2.847 | 2,52 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 42.367 | 12,47 | 1.232 | 14,93 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 13.382 | 389 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 72.294 | 21,32 | 2.102 | 23,87 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 22.751 | 8,51 | 662 | 10,72 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 20 | 1 | ||||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 14.137 | 0,14 | 447 | 10,95 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 259.632 | 21,76 | 7.550 | 24,34 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 4.780 | 0,40 | 139 | 2,96 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 2.311 | 67 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 2.768 | 81 | ||||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 12.396 | 5,39 | 360 | 7,78 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 43.050 | 497,00 | 1.252 | -69,71 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 10.429 | 1,44 | 303 | 3,77 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 261.648 | 4,27 | 7.609 | 6,47 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 285.898 | 1.855,13 | 8.314 | 1.898,32 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 10.192 | 20,19 | 296 | 22,82 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 80.640 | 0,04 | 2 | 0,00 | ||||
| 2026-04-13 | 13F | Trust Co | 8 | 33,33 | 0 | |||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 37.896 | 1,27 | 1.102 | 3,47 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 34.391 | 3,72 | 1.000 | 5,93 | ||||
| 2026-05-07 | 13F | Allium Financial Advisors, Llc | 10.859 | 0,64 | 316 | 2,61 | ||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 439.134 | 0,20 | 13 | 0,00 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 53.969 | 23,16 | 1.569 | 25,72 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 775.194 | 8,05 | 23 | 10,00 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 2.025.667 | 3,60 | 58.906 | 5,78 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 123.020 | 95,11 | 4 | 200,00 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 17.952 | 0,01 | 522 | 2,15 | ||||
| 2026-05-15 | 13F | Waterford Advisors, LLC | 684.686 | 1,49 | 19.226 | 0,07 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 67.086 | 6,11 | 1.540 | 1,65 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 877.551 | 1,39 | 25.519 | 3,53 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 15.289 | 1,61 | 445 | 3,74 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 15.729 | 0,01 | 457 | 2,24 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 6.373 | 185 | ||||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 247.727 | 5,31 | 7.204 | 7,52 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 134.819 | 7,50 | 3.921 | 9,77 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 13.048 | 1,53 | 379 | 3,55 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 41.817 | 14,68 | 1.216 | 10,05 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 34.181 | 2,70 | 994 | 4,86 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.650.074 | 71,78 | 47.984 | 75,40 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 8.707 | 0,06 | 253 | 2,43 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 10.800 | 20,70 | 314 | 23,62 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 15.018 | 5,70 | 437 | 7,92 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 193.606 | 14,70 | 5.682 | 18,20 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 1.119 | 0,54 | 33 | 3,23 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 121.271 | 22,47 | 3.527 | 25,04 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 869.249 | 21,07 | 25.278 | 23,62 | ||||
| 2026-05-01 | 13F | Summit Place Financial Advisors, LLC | 56.810 | 5,92 | 1.652 | 8,19 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 11.643 | 3,42 | 339 | 5,63 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 483.863 | 3,03 | 14.071 | 5,20 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 746.866 | 4,15 | 21.719 | 6,34 | ||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 18.173 | 5,95 | 528 | 8,20 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 1.045.004 | 37,16 | 30.389 | 40,05 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 10.362 | 10,69 | 301 | 13,16 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 1.933 | 0,05 | 56 | 1,82 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 1.406.465 | 3,55 | 40.900 | 5,63 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 34.955 | 1,26 | 1.017 | 3,36 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 1.138 | 33 | ||||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 24.000 | 698 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1.674 | 49 | ||||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 17.403 | 0,02 | 506 | 2,22 | ||||
| 2026-04-28 | 13F | Integral Investment Advisors, Inc. | 22.931 | 0,84 | 667 | 2,94 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 178.573 | 10,82 | 5.193 | 13,14 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 49.554 | 1,19 | 1.441 | 3,37 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 94.447 | 0,12 | 2.747 | 2,23 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 97.596 | 9,59 | 2.838 | 11,91 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 85.227 | 7,69 | 2.478 | 9,99 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 48.343 | 0,49 | 1.419 | 3,50 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 135.172 | 0,93 | 3.931 | 3,04 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 12.817 | 27,61 | 373 | 30,07 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 16.481 | 2,28 | 479 | 4,59 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 20.624 | 11,92 | 600 | 14,31 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 13.425 | 0,13 | 390 | 2,36 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 101.289 | 0,69 | 2.945 | 2,83 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 9.739 | 0,14 | 300 | 7,14 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 19.117 | 0,03 | 556 | 2,02 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 66.206 | 1,20 | 1.925 | 3,33 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 69.980 | 0,36 | 2.035 | 2,52 | ||||
| 2026-05-05 | 13F | Midwestern Financial, LLC /IA | 104.298 | 24,59 | 3.033 | 27,18 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 11.932 | 47,91 | 347 | 51,09 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 97.260 | 4,93 | 3 | 0,00 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 29.032 | 0,36 | 844 | 2,55 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 35.045 | 1.019 | ||||||
| 2026-05-15 | 13F | FreeGulliver LLC | 9.740 | 13,39 | 283 | 15,98 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 24.546 | 0,61 | 714 | 2,74 | ||||
| 2026-04-27 | 13F | JM2 Capital Inc. | 58.113 | 10,48 | 1.690 | 12,75 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 16.167 | 0,12 | 470 | 2,40 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 103.538 | 5,33 | 3.011 | 7,54 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.842.691 | 17,24 | 53.522 | 19,58 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 58 | 2 | ||||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 66.433 | 1.932 | ||||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 19.245 | 0,01 | 560 | 2,01 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 15.576 | 47,85 | 453 | 50,67 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 84.284 | 2.121,51 | 2.451 | 2.168,52 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 306.125 | 183,03 | 8.902 | 189,03 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 16.152 | 470 | ||||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 13.272 | 0,02 | 386 | 2,12 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 196 | 6 | ||||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 11.816 | 8,72 | 344 | 11,00 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 59 | 2 | ||||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 6.931 | 202 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 48.438 | 7,06 | 1.409 | 9,32 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 58.880 | 7,63 | 1.712 | 9,96 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 9.710 | 282 | ||||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 11.978 | 341 | ||||||
| 2026-04-28 | 13F | South Shore Capital Advisors | 8.283 | 241 | ||||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 9.070 | 0,07 | 294 | 6,55 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 22.085 | 11,38 | 709 | 17,58 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 1.519 | 7,43 | 44 | 10,00 | ||||
| 2026-05-07 | 13F | Perissos Private Wealth Management, LLC | 9.542 | 0,04 | 277 | 2,21 | ||||
| 2026-05-14 | 13F | Betterment LLC | 1.839.896 | 8,44 | 54 | 10,42 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 4.248 | 124 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 394.701 | 0,36 | 11.478 | 2,46 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 70.129 | 95,81 | 1.969 | 93,04 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 7.218 | 210 | ||||||
| 2026-02-12 | 13F | Planning Project LLC | 3.202 | 91 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.412.043 | 9,28 | 40.215 | 11,56 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 120.763 | 6,09 | 3.512 | 8,33 | ||||
| 2026-05-07 | 13F | Summitpoint Capital Management | 32.538 | 927 | ||||||
| 2026-05-11 | 13F | Beacon Capital Management, LLC | 20.002 | 0,67 | 582 | 2,83 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 24.518 | 0,08 | 713 | 2,15 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 37.054 | 6,21 | 1.078 | 8,46 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 8.071 | 235 | ||||||
| 2026-05-12 | 13F | Clark Wealth Partners | 36 | 1 | ||||||
| 2026-05-13 | 13F | State Farm Mutual Automobile Insurance Co | 985.135 | 64,76 | 28.648 | 68,23 | ||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 12.469 | 0,14 | 363 | 2,26 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 247.404 | 1,24 | 7.194 | 3,38 | ||||
| 2026-05-04 | 13F | WP Advisors, LLC | 24.305 | 0,14 | 707 | 2,17 | ||||
| 2026-04-20 | 13F | Contravisory Investment Management, Inc. | 2.872 | 3,05 | 84 | 5,06 | ||||
| 2026-04-28 | 13F | St. Johns Investment Management Company, LLC | 441.971 | 1,99 | 12.853 | 4,14 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 11.633 | 0,13 | 338 | 2,42 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 25.453 | 14,78 | 740 | 17,27 | ||||
| 2026-05-11 | 13F | Wbi Investments, Inc. | 17.155 | 499 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.869.605 | 27,03 | 53.364 | 27,23 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 139.929 | 37,05 | 4.069 | 39,97 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 40.850 | 26,73 | 1.188 | 29,30 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 30.139 | 1,01 | 876 | 3,18 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 11.567 | 0,94 | 336 | 3,07 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 1.155 | 3.108,33 | 33 | 3.100,00 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 77.407 | 3,06 | 2.251 | 5,24 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 18.235 | 28,46 | 530 | 31,19 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 17.334 | 504 | ||||||
| 2026-04-27 | 13F | FF Advisors,LLC | 168.148 | 5,78 | 5.394 | 19,15 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1.060 | 99,25 | 31 | 100,00 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 20.616 | 20,17 | 600 | 22,75 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 27.681 | 11,09 | 805 | 13,40 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 12.909 | 1,67 | 375 | 3,88 | ||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 17.235 | 501 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 36.953 | 0,69 | 1.075 | 2,78 | ||||
| 2026-04-29 | 13F | FIDELIS iM, LLC | 848.134 | 3,06 | 24.664 | 5,23 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 2.853 | 13,35 | 83 | 15,49 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 178.183 | 0,25 | 5.182 | 2,37 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 1.044.296 | 22,35 | 30.368 | 24,93 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 68.573 | 0,57 | 1.994 | 2,73 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 8.696 | 253 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 376.920 | 20,11 | 10.961 | 22,64 | ||||
| 2026-05-13 | 13F | Avail Investment Partners, LLC | 12.909 | 0 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 5.129.724 | 27,50 | 149.172 | 30,18 | ||||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 7.610 | 0 | ||||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 364.250 | 0,07 | 10.592 | 2,18 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 698.182 | 9,72 | 20.303 | 12,04 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 9.658 | 0,09 | 281 | 2,19 | ||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 1.879 | 4.597,50 | 55 | 5.300,00 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 41.205 | 204,43 | 1.198 | 211,17 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 410 | 51,85 | 12 | 57,14 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 272.656 | 3,68 | 7.929 | 5,86 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 287.423 | 14,43 | 8.358 | 16,85 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 106.350 | 3.093 | ||||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 13.463 | 13,49 | 399 | 18,40 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 7.080 | 0,01 | 206 | 1,99 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 81.217 | 2,23 | 2.362 | 4,38 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 4.389 | 0,14 | 128 | 2,42 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 1.416 | 14,19 | 41 | 17,14 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 76.572 | 4,50 | 2.227 | 6,71 | ||||
| 2026-05-05 | 13F | PFG Advisors | 208.408 | 30,14 | 6.060 | 32,89 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 69.117 | 33,05 | 2.010 | 35,84 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 201.800 | 10,57 | 5.868 | 12,89 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 192.388 | 2,02 | 5.595 | 4,17 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 20.988 | 1,53 | 610 | 3,74 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 86 | 1,18 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 40.690 | 7,59 | 1.183 | 9,84 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 17.853 | 0,01 | 519 | 2,17 | ||||
| 2026-04-20 | 13F | Pegasus Asset Management, Inc. | 28.797 | 8,26 | 837 | 10,57 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 821.213 | 7,44 | 26.484 | 13,43 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 44.612 | 83,87 | 1.297 | 87,70 | ||||
| 2026-05-11 | 13F | Westco Advisory Services Inc /adv | 7.667 | 0,64 | 223 | 2,78 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 941.688 | 29,24 | 27.384 | 31,96 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 33.171 | 0,65 | 965 | 2,77 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 18.300 | 2,43 | 532 | 4,72 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 13.271 | 386 | ||||||
| 2026-04-09 | 13F | Wedmont Private Capital | 55.771 | 10,24 | 1.706 | 14,04 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 28.364 | 193,56 | 825 | 199,64 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 986.306 | 0,66 | 28.682 | 2,78 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 562.920 | 0,17 | 16.522 | 3,22 | ||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 1.771.690 | 2,39 | 51.521 | 4,54 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 920 | 4.500,00 | 27 | |||||
| 2026-05-04 | 13F | Nwam Llc | 41.287 | 1,33 | 1.201 | -2,83 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 20.188 | 0,02 | 587 | 2,26 | ||||
| 2026-01-20 | 13F | Maryland Capital Advisors Inc. | 773 | 0,13 | 22 | 4,76 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 28.922 | 56,86 | 841 | 60,19 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 27.222 | 59,30 | 792 | 62,76 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 80.655 | 6,50 | 2.345 | 8,77 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 352.701 | 127,61 | 10.257 | 132,40 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 52.032 | 1.513 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 22.777 | 9,22 | 662 | 11,64 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 8.202 | 239 | ||||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 966.196 | 26,65 | 28.097 | 29,31 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 111.400 | 4,57 | 3.240 | 6,79 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 297.745 | 0,42 | 8.658 | 2,53 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 67.579 | 1,05 | 1.965 | 3,20 | ||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 150 | 4 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 7.604 | 10,00 | 221 | 12,76 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 84.113 | 2.396 | ||||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 28.588 | 1,65 | 831 | 3,88 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 14.838 | 33,64 | 432 | 36,39 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.697.192 | 1,83 | 78.434 | 3,98 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 161.090 | 8,71 | 4.684 | 11,00 | ||||
| 2026-04-16 | 13F | Smith Thornton Advisors LLC | 107.153 | 0,29 | 3.116 | 2,43 | ||||
| 2026-05-12 | 13F | Holderness Investments Co | 23.586 | 0,29 | 686 | 2,39 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 20.788 | 1,90 | 605 | 4,14 | ||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 39.099 | 0,01 | 1.137 | 2,07 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 15.594 | 0,54 | 453 | 2,72 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 14.677 | 8,73 | 427 | 10,94 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 8.035 | 48,69 | 234 | 52,29 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 12.596 | 366 | ||||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 379 | 0,26 | 11 | 10,00 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 14.772 | 19,50 | 430 | 21,88 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 24.011 | 0,43 | 698 | 2,65 | ||||
| 2026-04-30 | 13F | Donaldson Capital Management, Llc | 37.868 | 3,46 | 1.101 | 5,66 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 400 | 12 | ||||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 12.064 | 19,41 | 370 | 21,71 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 144.012 | 16,51 | 4.188 | 18,95 | ||||
| 2026-04-07 | 13F | Boltwood Capital Management | 117.932 | 2,89 | 3.429 | 5,06 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 12.448 | 1,86 | 362 | 3,74 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 128.712 | 2,63 | 3.743 | 4,79 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 26.226 | 5,33 | 763 | 7,48 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 106.080 | 99,38 | 3.021 | 103,57 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 47.441 | 19,60 | 1.380 | 22,14 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 77.342 | 5,70 | 2.249 | 7,97 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 392.723 | 3,86 | 11.420 | 6,05 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 132.406 | 1,50 | 3.850 | 3,63 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 252.588 | 6,97 | 7.345 | 9,22 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 82.619 | 2.403 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 159.774 | 9,32 | 4.646 | 11,63 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 99.264 | 56,64 | 2.887 | 59,98 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 113.911 | 3,83 | 3.313 | 6,02 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 1.039.134 | 4,18 | 30.218 | 6,38 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 177.425 | 3,65 | 5.160 | 5,83 | ||||
| 2026-05-11 | 13F | Fairway Financial, LLC | 17.370 | 1,46 | 505 | 3,70 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 2.185 | 7,90 | 64 | 10,53 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 23.347 | 8,50 | 679 | 10,78 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 8.485 | 19,76 | 247 | 22,39 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 145.664 | 185,83 | 4.236 | 191,87 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 29.046 | 845 | ||||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 3.100 | 10,16 | 97 | 14,29 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 3.844.244 | 2,32 | 111.980 | 4,65 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 193.959 | 3,08 | 5.640 | 5,26 | ||||
| 2026-05-15 | 13F | Carret Asset Management, Llc | 27.582 | 0,03 | 802 | 2,17 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 31.959 | 100,14 | 910 | 104,49 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 77.893 | 25,23 | 2.265 | 27,89 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 12.715 | 6,33 | 421 | 23,53 | ||||
| 2026-05-12 | 13F | Wisconsin Capital Management Llc | 44.600 | 1,36 | 1.297 | 3,43 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 212.022 | 2,15 | 6.166 | 4,30 | ||||
| 2026-04-22 | 13F | MeadowBrook Investment Advisors LLC | 78.536 | 380,31 | 2.284 | 390,97 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 7.304 | 0,08 | 212 | 2,42 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 27.670 | 89,86 | 805 | 93,73 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 37 | 23,33 | 1 | |||||
| 2026-04-14 | 13F | Grant Private Wealth Management Inc | 8.409 | 1,26 | 245 | 3,39 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 104.145 | 278,34 | 3.029 | 286,72 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 10.754 | 313 | ||||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 22.042 | 12,02 | 641 | 14,29 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 12.250 | 0,13 | 356 | 2,30 | ||||
| 2026-05-04 | 13F | SJA Financial Advisory, LLC | 7.154 | 0,11 | 208 | 2,46 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 2.679 | 0,04 | 78 | 1,32 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 37.940 | 1.103 | ||||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 83.521 | 4,80 | 2.429 | 7,01 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 0 | 0 | ||||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 11.194 | 0,54 | 326 | 2,52 | ||||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 204.629 | 4,43 | 5.951 | 6,63 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 13.305 | 0,09 | 387 | 2,12 | ||||
| 2026-05-13 | 13F | Drake & Associates, LLC | 12.313 | 4,21 | 358 | 6,55 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 25.630 | 11,78 | 805 | 23,28 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 8.994 | 16,73 | 262 | 19,18 | ||||
| 2026-05-12 | 13F | ForthRight Wealth Management, LLC | 954.561 | 0,37 | 27.759 | 2,48 | ||||
| 2026-04-06 | 13F | Gpwm Llc | 181 | 2,84 | 5 | 0,00 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 6.354 | 0,03 | 185 | 2,22 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 340.474 | 4,12 | 9.901 | 6,30 | ||||
| 2026-04-17 | 13F | Weaver Capital Management LLC | 251.155 | 955,18 | 7.304 | 978,73 | ||||
| 2026-04-20 | 13F | Consilium Wealth Advisory, LLC | 80.143 | 0,01 | 2.331 | 2,10 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 787 | 0,13 | 23 | 0,00 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 14.145 | 20,67 | 411 | 23,42 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 11.552 | 628,37 | 339 | 653,33 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 293.221 | 1,76 | 8.527 | 3,90 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 1.953 | 55 | ||||||
| 2026-04-17 | 13F | Phil A. Younker & Associates, Ltd. | 103.747 | 2,53 | 3.017 | 4,69 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 6.151 | 179 | ||||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 522 | 15 | ||||||
| 2026-04-13 | 13F | Breachway Investments LLC | 89.355 | 0,99 | 2.623 | 4,09 | ||||
| 2026-05-13 | 13F | Dickmeyer Boyce Financial Management, Inc. | 33.916 | 986 | ||||||
| 2026-05-11 | 13F | Seeds Investor Llc | 8.180 | 257 | ||||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 10.385 | 47,35 | 302 | 50,50 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 55.810 | 4,70 | 2 | 0,00 | ||||
| 2026-05-05 | 13F | Financial Concepts Unlimited, Inc. | 14.703 | 428 | ||||||
| 2026-04-27 | 13F | Appalachian Capital Management Ltd | 7.833 | 0,13 | 228 | 2,25 | ||||
| 2026-04-28 | 13F | Blue Sky Capital Consultants Group, Inc. | 49.939 | 11,39 | 1.452 | 13,79 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 56.133 | 2,01 | 1.632 | 4,15 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 1.521.296 | 0,65 | 44.239 | 2,77 | ||||
| 2026-05-07 | 13F | Intellus Advisors LLC | 51.089 | 2,94 | 1.486 | 5,10 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 9.547 | 5,83 | 278 | 8,20 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 17 | 0 | ||||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 18.585 | 4,62 | 540 | 6,93 | ||||
| 2026-05-13 | 13F | Ascension Capital Advisors, Inc. | 710.716 | 1,47 | 20.668 | 3,60 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 465.370 | 4,41 | 13.533 | 6,61 | ||||
| 2026-05-01 | 13F | Guardian Wealth Advisors, LLC | 7.157 | 1,35 | 208 | 3,48 | ||||
| 2026-05-14 | 13F | Mission Creek Capital Partners, Inc. | 41.388 | 166,93 | 822 | 1.108,82 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 90.722 | 4,33 | 2.638 | 6,54 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 23.768 | 7,50 | 691 | 9,86 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 461.030 | 1,55 | 13.407 | 3,68 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 3.289 | 681,24 | 96 | 763,64 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 11.859 | 0,35 | 345 | 2,38 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 7.753 | 5,68 | 225 | 8,17 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 4.505 | 0,02 | 131 | 2,34 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 1.946 | 0,31 | 57 | 1,82 | ||||
| 2026-05-22 | 13F | Coastline Complete Wealth LLC | 40.369 | 3,99 | 1.174 | 6,15 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 25 | 1 | ||||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 359.851 | 10.337 | ||||||
| 2026-04-08 | 13F | Warner Financial, Inc | 28.838 | 2,35 | 839 | |||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 989.759 | 1,86 | 28.782 | 4,01 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 312.761 | 110,78 | 9.095 | 115,27 | ||||
| 2026-04-22 | 13F | Wiser Advisor Group LLC | 49.564 | 23,54 | 1.441 | 26,18 | ||||
| 2026-04-28 | 13F | Farnam Financial LLC | 28.127 | 9,68 | 818 | 11,92 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 85 | 2 | ||||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 20.395 | 0,13 | 593 | 2,24 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 642 | 19 | ||||||
| 2026-05-11 | 13F | TD Capital Management LLC | 286 | 0,35 | 8 | 0,00 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 149.639 | 2,26 | 4.352 | 4,42 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 10.755 | 0,37 | 356 | 16,78 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 313.386 | 1,14 | 9.950 | 6,59 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 203.404 | 1,34 | 5.915 | 3,46 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 8.114 | 10,82 | 236 | 12,98 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 7.716 | 0,03 | 224 | 2,28 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 16.577 | 1,19 | 482 | 3,43 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 29.840 | 73,38 | 868 | 76,94 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 6.381 | 1,66 | 186 | 3,93 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 66.995 | 1,64 | 1.948 | 4,00 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 12.210 | 355 | ||||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 132.629 | 5,46 | 3.857 | 7,68 | ||||
| 2026-04-21 | 13F | Ketron Financial | 13.825 | 14,84 | 402 | 17,54 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 2.150 | 7,50 | 63 | 10,71 | ||||
| 2026-04-23 | 13F | Lighthouse Wealth Management Inc. | 147.106 | 2,99 | 4.278 | 5,14 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 15.129 | 0,03 | 440 | 2,09 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 15.687 | 74,42 | 456 | 78,13 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 9.642 | 280 | ||||||
| 2026-05-14 | 13F | Dana Investment Advisors, Inc. | 21.780 | 0,16 | 633 | 2,26 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 9.689 | 2,64 | 282 | 4,85 | ||||
| 2026-04-23 | 13F | Fairman Group, LLC | 2.996 | 0,07 | 87 | 2,35 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 253.967 | 11,13 | 7.385 | 13,48 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 11.790 | 17,33 | 343 | 19,58 | ||||
| 2026-05-11 | 13F | Womack Financial LLC | 211.184 | 1,17 | 6.141 | 3,31 | ||||
| 2026-04-21 | 13F | Econ Financial Services Corp | 91.369 | 131,13 | 2.657 | 136,18 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 89.028 | 2,27 | 2.537 | 2,30 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 30.678 | 6,27 | 892 | 8,52 | ||||
| 2026-05-07 | 13F | Magnolia Wealth Management, LLC | 250 | 7 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 3.292 | 96 | ||||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 2.651 | 0,08 | 77 | 2,67 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 21.982 | 647 | ||||||
| 2026-05-06 | 13F | Hanseatic Management Services Inc | 77.684 | 15,55 | 2.259 | 29,98 | ||||
| 2026-04-09 | 13F | Shearwater Capital LLC | 39.703 | 1.155 | ||||||
| 2026-05-01 | 13F | Sawgrass Asset Management Llc | 9.351 | 5,65 | 272 | 7,54 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 5.804.013 | 5,49 | 168.781 | 7,71 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 20.884 | 2,55 | 607 | 4,84 | ||||
| 2026-05-05 | 13F | HC Advisors, LLC | 48.864 | 3,97 | 1.421 | 6,13 | ||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 11.515 | 0,15 | 335 | 2,14 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 7.746 | 225 | ||||||
| 2026-04-23 | 13F | TFC Financial Management | 3.248 | 0,15 | 94 | 2,17 | ||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 59.714 | 0,01 | 1.736 | 2,12 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 18.893 | 0,25 | 549 | 2,43 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 213.522 | 3,23 | 6.209 | 5,42 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 32.983 | 24,71 | 939 | 27,41 | ||||
| 2026-04-21 | 13F | BankPlus Wealth Management LLC | 53.504 | 16,28 | 1.556 | 18,78 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 46.940 | 160,01 | 1.337 | 165,61 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 32.928 | 2,42 | 958 | 4,59 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 174.595 | 2,06 | 5.631 | 10,31 | ||||
| 2026-05-11 | 13F | Mitchell Capital Management Co | 8.029 | 1,31 | 233 | 3,56 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 16.493 | 9,20 | 480 | 11,40 | ||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 13.251 | 0,01 | 385 | 2,12 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 21.662 | 5,22 | 630 | 7,34 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 10.789 | 314 | ||||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 233.204 | 6,31 | 6.782 | 8,55 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 761 | 132,01 | 22 | 144,44 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 69.838 | 121,84 | 2.031 | 55,79 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 7.392 | 215 | ||||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 315.615 | 2,14 | 9.178 | 4,30 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 46.064 | 10,08 | 1.340 | 12,43 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 69.310 | 4,42 | 2.016 | 6,61 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 6.306 | 0,14 | 183 | 2,23 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 149.061 | 35,90 | 4.335 | 38,78 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 8.498 | 9,26 | 247 | 11,76 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 76 | 2 | ||||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 624.063 | 1,92 | 18.148 | 4,07 | ||||
| 2026-05-15 | 13F | Northeast Financial Group, Inc. | 94.042 | 3,89 | 2.737 | 6,13 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 817.522 | 4,44 | 23.774 | 6,64 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 12.732 | 3,59 | 370 | 5,71 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 30.936 | 0,15 | 900 | 2,28 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 704.058 | 1,37 | 20.474 | 3,51 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 64.532 | 0,30 | 1.877 | 2,40 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 786.564 | 8,64 | 22.873 | 10,93 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 10.759 | 1,62 | 313 | 3,65 | ||||
| 2026-05-07 | 13F | Patrick M Sweeney & Associates, Inc | 15.591 | 2,14 | 453 | 4,38 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 16.452 | 3,55 | 478 | 5,75 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 456 | 13 | ||||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 9.968 | 0,11 | 290 | 1,05 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 13.400 | 390 | ||||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 195.171 | 5,57 | 6 | -99,91 | ||||
| 2026-04-06 | 13F | IFS Advisors, LLC | 150.002 | 4,16 | 4.362 | 6,36 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 10.078 | 0,06 | 293 | 2,45 |
