Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Schwab Strategic Trust - Schwab International Small-Cap Equity ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, Ferguson Wellman Capital Management, Inc, Betterment LLC, TIAA Wealth Investment Management LLC, MEMBERS Trust Co, Sovran Advisors, LLC, Financial Concepts Unlimited, Inc., Arvest Bank Trust Division, Clarity Capital Advisors, LLC, Lbmc Investment Advisors, Llc, Auxano Advisors, LLC, Vanguard Advisers Inc, Western Wealth Management, LLC, Godfrey Financial Associates, Inc., Networth Advisors, LLC, Burk Holdings LLC, Cassaday & Co Wealth Management LLC, Angeles Wealth Management, Llc, Vanguard National Trust Co, und Gill Capital Partners, Llc .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
Upgradezum Freischalten von Premium-Daten.
| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 4.339 | 203 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 16.503 | 0,04 | 771 | 2,66 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 331 | 15 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 21.367 | 10,89 | 999 | 13,80 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 951 | 44 | ||||||
| 2026-04-22 | 13F | Motco | 6.656 | 9,35 | 311 | 12,27 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 23.477 | 3,04 | 1 | 0,00 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 2.196 | 3,68 | 103 | 6,25 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 19.285 | 2,72 | 901 | 5,50 | ||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 8.246 | 45,64 | 385 | 49,81 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 7.161 | 8,96 | 335 | 11,71 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.030.190 | 8,06 | 46.905 | 8,10 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 360.627 | 1,04 | 16.856 | 3,72 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 7.176 | 87,73 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 21.009 | 3,97 | 982 | 6,63 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 817.753 | 1,42 | 38.222 | 3,64 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 4.095 | 472,73 | 191 | 496,88 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 6.233 | 19,29 | 291 | 22,78 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 7.898 | 37,52 | 0 | |||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 248 | 6,90 | 12 | 10,00 | ||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 191.058 | 1,77 | 8.930 | 4,48 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 6 | 0 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 402.554 | 1,60 | 18.815 | 4,30 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 18 | 1 | ||||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 835 | 39 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 293.997 | 211,93 | 13.741 | 220,23 | ||||
| 2026-01-29 | 13F | Comerica Bank | 3.600 | 0,03 | 164 | 0,00 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 55.382 | 15,59 | 2.589 | 18,66 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 460 | 2,22 | 22 | 5,00 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 6.262 | 314 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 140.043 | 12,21 | 6.546 | 15,19 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.602.978 | 53,05 | 72.785 | 52,64 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 29.295 | 2,48 | 1.369 | 5,23 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 8.064 | 4,81 | 377 | 7,43 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 2.013 | 6,56 | 94 | 9,30 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 322.703 | 46,09 | 15.083 | 49,98 | ||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 535 | 24 | ||||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 21.395 | 59,22 | 1.000 | 63,67 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 9.106 | 95,91 | 426 | 101,42 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 10.855 | 30,30 | 507 | 33,77 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 516 | 15,18 | 24 | 20,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3.525 | 50,32 | 165 | 54,72 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 4.517 | 25,72 | 211 | 29,45 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 246 | 4.820,00 | 11 | |||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 18.592 | 2,60 | 846 | 2,67 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 25 | 1 | ||||||
| 2026-04-09 | 13F | Wedmont Private Capital | 151.071 | 0,04 | 7.436 | 5,52 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 31.766 | 0,84 | 1.485 | -0,34 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 8.056 | 367 | ||||||
| 2026-05-04 | 13F | Nwam Llc | 25.660 | 0,13 | 1.199 | -3,15 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 125.625 | 4,67 | 5.872 | 7,45 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 56.143 | 0,01 | 2.624 | 2,70 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 6.603 | 32,25 | 309 | 35,68 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 93.796 | 2,25 | 4.447 | 6,47 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 4.683 | 4,41 | 219 | 6,86 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 16.505 | 26,14 | 771 | 29,58 | ||||
| 2026-04-30 | 13F | Manske Wealth Management | 64.346 | 7,70 | 3.008 | 10,55 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 32 | 128,57 | 1 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 120.112 | 11,23 | 5.614 | 14,20 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 6.843 | 2,90 | 320 | 5,63 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 17.713 | 244,21 | 828 | 253,42 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 1.253 | 59 | ||||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 70.406 | 0,48 | 3.603 | 12,95 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 110 | 5 | ||||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 7.472 | 4,11 | 349 | 7,06 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 6.780 | 0,36 | 317 | 2,93 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 33 | 2 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 17.094 | 93,70 | 799 | 99,00 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 35.977 | 9,18 | 1.682 | 12,07 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1.275 | 6,96 | 58 | 7,41 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 236.935 | 3,64 | 11.870 | 14,04 | ||||
| 2026-05-05 | 13F | Keyvantage Wealth, Llc | 157.618 | 1,25 | 7.367 | 3,95 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 38.488 | 54,40 | 1.739 | 53,22 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 24.284 | 0,45 | 1.135 | 3,18 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 50.735 | 6,14 | 2.371 | 8,96 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 5.536 | 23,96 | 259 | 27,09 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 19.209 | 76,12 | 875 | 76,21 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 38.696 | 7,45 | 1.809 | 10,31 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 10.955 | 3,62 | 512 | 6,44 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 87 | 4 | ||||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 38.611 | 6,11 | 1.805 | 8,94 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 13.247 | 619 | ||||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 16.122 | 754 | ||||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 8.065 | 0,86 | 377 | 3,30 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 926 | 1,87 | 43 | 4,88 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 952 | 27,10 | 44 | 29,41 | ||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 88.849 | 6,73 | 4.153 | 9,55 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 420 | 20 | ||||||
| 2026-05-15 | 13F | American Century Companies Inc | 118.295 | 252,41 | 5.529 | 261,85 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 83.648 | 2,76 | 3.910 | 5,48 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 37 | 2 | ||||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 12.033 | 4,29 | 562 | 7,05 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 181.965 | 8.505 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 217 | 0 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 242.596 | 1,51 | 11.339 | 4,21 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 341 | 16 | ||||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 117.983 | 3,63 | 5.515 | 6,39 | ||||
| 2026-05-18 | 13F | Wilson & Boucher Capital Management, LLC | 4.850 | 2,11 | 227 | 4,63 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 119.066 | 0,31 | 5.565 | 2,98 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 7.419 | 347 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 4.467 | 209 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2.611 | 10,59 | 122 | 14,02 | ||||
| 2026-04-20 | 13F | Fonville Wealth Management LLC | 35.503 | 0,30 | 1.659 | 2,98 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 5.244 | 5,36 | 245 | 8,41 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 195.442 | 13,15 | 9.135 | 16,15 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 24.053 | 0,17 | 1.124 | 2,84 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 1.645.574 | 2,64 | 76.914 | 5,37 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 106 | 5 | ||||||
| 2026-04-14 | 13F | Arnold Financial Planning LLC | 134.690 | 5,58 | 6.295 | 8,38 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 178.518 | 85,99 | 8.349 | 91,07 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 2.728 | 102,52 | 128 | 108,20 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 34.556 | 55,75 | 1.615 | 59,90 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 4.392 | 205 | ||||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 10.296 | 5,93 | 481 | 8,82 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 13.525 | 23,75 | 632 | 27,16 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 9.356 | 423 | ||||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 15.313 | 716 | ||||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 21.584 | 2,89 | 1 | |||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 4.622 | 216 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 69.721 | 2,08 | 3.259 | 4,79 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 173.175 | 648,48 | 8.094 | 668,66 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2.743 | 128 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 42.962 | 146,88 | 2 | |||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 1.870 | 87 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 2.671 | 4,09 | 125 | 6,90 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 640 | 30 | ||||||
| 2026-05-12 | 13F | One Capital Management, LLC | 35.183 | 271,17 | 1.644 | 281,44 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 4.316 | 202 | ||||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 6.430 | 17,12 | 301 | 20,48 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 251 | 202,41 | 9 | 200,00 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 2.226 | 104 | ||||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 857.100 | 10,29 | 40.061 | 13,22 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 1.969 | 36,83 | 0 | |||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 3.482 | 163 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 72.458 | 39,79 | 3.437 | 45,59 | ||||
| 2026-05-05 | 13F | Financial Concepts Unlimited, Inc. | 5.727 | 268 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 71 | 4,41 | 3 | 0,00 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 329 | 15 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 43.428 | 171,00 | 2.030 | 178,33 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1.758 | 58,09 | 82 | 64,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 16 | 1 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 610 | 0,16 | 28 | 3,70 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 17.500 | 818 | ||||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 14 | 1 | ||||||
| 2026-05-08 | 13F | Smithfield Trust Co | 589 | 71,72 | 0 | |||||
| 2026-04-28 | 13F | Whittier Trust Co | 684 | 100,00 | 32 | 113,33 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 244.602 | 12,08 | 11.433 | 15,06 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 314.544 | 59,18 | 15.416 | 66,02 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2.362 | 1.340,24 | 108 | 1.428,57 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 7.717 | 5,99 | 361 | 8,76 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 37.218 | 4,21 | 1.765 | 8,49 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 160 | 7 | ||||||
| 2026-01-12 | 13F | Divergent Planning, LLC | 137.675 | 2,04 | 6.321 | 1,75 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 60.352 | 7,59 | 2.821 | 10,46 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 52.398 | 7,49 | 2.449 | 10,37 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 110 | 5 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 758.997 | 39,61 | 35.476 | 43,32 | ||||
| 2026-04-14 | 13F | Act Wealth Management, Llc | 35.421 | 1,43 | 1.656 | 4,15 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 30.579 | 4,12 | 1.429 | 6,88 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 24.757 | 8,14 | 1.157 | 11,04 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 19.483 | 0,48 | 911 | 3,17 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 392 | 1.468,00 | 19 | 1.700,00 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 41.685 | 0,48 | 1.948 | 3,18 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 14.661 | 2,98 | 668 | 2,93 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 525 | 25 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 66 | 3 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 440 | 22,56 | 21 | 25,00 | ||||
| 2026-05-13 | 13F | Arvest Bank Trust Division | 5.572 | 260 | ||||||
| 2026-05-12 | 13F | Creative Planning | 2.938.971 | 134,19 | 137.368 | 140,42 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 301 | 28,09 | 14 | 40,00 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1.835.314 | 37,80 | 85.783 | 41,47 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 112 | 5 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 4.334.063 | 202.574 | ||||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 291.107 | 2,28 | 13.606 | 5,00 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 1.702 | 0,89 | 80 | 3,95 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 204 | 10 | ||||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 22.143 | 2,69 | 1.035 | 5,40 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 67.331 | 8,86 | 3.066 | 153.150,00 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 386 | 18 | ||||||
| 2026-04-28 | 13F | K2 Financial Inc. | 18.149 | 5,84 | 909 | 13,63 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 240.252 | 1,45 | 11.229 | 4,15 | ||||
| 2026-05-15 | 13F | Signal Tree Financial Partners Llc | 71.734 | 1,90 | 3.353 | 4,59 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 59.245 | 25,84 | 2.769 | 29,21 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 101.719 | 3,21 | 4.754 | 5,95 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 16 | 1 | ||||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 500 | 23 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 267 | 20,81 | 12 | 20,00 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 25.635 | 6,30 | 1.198 | 9,21 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 4.426 | 13,37 | 207 | 16,38 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 4.854 | 6,26 | 227 | 9,18 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 13.294 | 101,21 | 621 | 107,00 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 11.800 | 951,69 | 552 | 980,39 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 37.709 | 4,28 | 1.763 | 7,05 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1.724 | 586,85 | 81 | 627,27 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 5.317 | 249 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 22.936 | 234,05 | 1.072 | 243,59 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 6.159 | 72,71 | 288 | 77,16 | ||||
| 2026-05-14 | 13F | Betterment LLC | 11.068 | 1 | ||||||
| 2026-05-07 | 13F | Key Capital Management, INC | 242 | 11 | ||||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 211.310 | 4,73 | 9.621 | 4,77 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 102.289 | 23,53 | 5 | 33,33 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 142.997 | 52,66 | 6.684 | 56,69 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 438.325 | 3,77 | 20.487 | 6,53 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 203.226 | 6,51 | 9.499 | 9,34 |
