Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Schwab Strategic Trust - Schwab Emerging Markets Equity ETF eröffnet haben, gehören Heirloom Wealth Management, Principal Financial Group Inc, Financial Solutions Advisory Group, Inc., TRUE Private Wealth Advisors, Tower Bridge Advisors, Orographic Financial Advisors, LLC, 3 Factor Indexing, Llc, National Wealth Management Group, LLC, OFS Enterprise LLC, Seeds Investor Llc, Daybright Advisory Services, Inc., Stillwater Private Wealth, LLC, Tiaa-cref Individual & Institutional Services, Llc, Global Assets Advisory, LLC, DV Trading LLC, 71 West Capital Partners, Integrity Wealth Partners, LLC, Greenline Wealth Management LLC, Owl Creek Wealth Partners LLC, und Cahaba Wealth Management, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | Friedenthal Financial | 422 | 1,20 | 14 | 0,00 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 91.744 | 0,27 | 3.023 | 0,87 | ||||
| 2026-04-21 | 13F | Creekside Partners | 124.396 | 0,13 | 4.099 | 0,74 | ||||
| 2026-05-14 | 13F | Schneider Downs Wealth Management Advisors, LP | 66.603 | 8,28 | 2.195 | 8,94 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 87.213 | 0,45 | 2.874 | 1,06 | ||||
| 2026-01-29 | 13F | Comerica Bank | 36.151 | 6,79 | 1.184 | 4,78 | ||||
| 2026-04-22 | 13F | Motco | 387 | 13 | ||||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 6.776 | 12,91 | 223 | 13,78 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 12.903 | 0 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 810.336 | 1,91 | 26.699 | 2,53 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 509 | 17 | ||||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 33.499 | 1,63 | 1.104 | 2,22 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 499.216 | 2,99 | 16.349 | 1,06 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 26.265 | 2,37 | 865 | 2,98 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 77.920 | 3,73 | 2.567 | 4,35 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 13.299 | 438 | ||||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 996 | 33 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 24.611 | 1,17 | 811 | 1,76 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 530 | 17 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 27.947 | 4,09 | 915 | 2,23 | ||||
| 2026-05-27 | 13F | Tenret Co LLC | 51.789 | 0,67 | 1.706 | 1,31 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 29.118 | 6,01 | 959 | 6,67 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 28.937 | 14,48 | 923 | 11,47 | ||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 500.583 | 0,31 | 16.494 | 0,92 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1.525.115 | 2,47 | 50.251 | 3,09 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 50 | 455,56 | 2 | |||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 12.733 | 0,49 | 420 | 1,21 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 1.123 | 2,09 | 37 | 2,78 | ||||
| 2026-05-19 | 13F | Orographic Financial Advisors, LLC | 18.048 | 1 | ||||||
| 2026-05-12 | 13F | Athena Investment Management | 46.564 | 0,19 | 1.534 | 0,79 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 1.809 | 59 | ||||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 119 | 310,34 | 4 | |||||
| 2026-04-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 97.436 | 0,05 | 3.211 | 0,66 | ||||
| 2026-05-09 | 13F | DiMeo Schneider & Associates, L.L.C. | 8.302 | 31,74 | 274 | 32,52 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 134.122 | 7,05 | 4.419 | 7,70 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 56.703 | 2,27 | 1.868 | 2,92 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 63.247 | 2.084 | ||||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 1.939 | 64 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 1.500.199 | 1,04 | 49.234 | 1,25 | ||||
| 2026-05-01 | 13F | Sterling Investment Management, Inc. | 8.897 | 0,20 | 293 | 1,03 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 11.244 | 9,67 | 370 | 10,45 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 10 | 11,11 | ||||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 8.675 | 6,52 | 286 | 7,14 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 14.622 | 0,85 | 482 | 1,48 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 151.836 | 23,54 | 5.003 | 24,30 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 9.000 | 297 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 129.005 | 1,47 | 4.251 | 2,09 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 8.422 | 1,20 | 278 | 1,84 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 7.495 | 247 | ||||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 51.999 | 3,14 | 1.713 | 3,76 | ||||
| 2026-04-13 | 13F | Reston Wealth Management Llc | 19.199 | 7,77 | 633 | 8,40 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 31.101 | 1,40 | 1.025 | 1,99 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 6.700 | 3.250,00 | 221 | 3.566,67 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 400 | 13 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 8.936 | 294 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 6.071 | 1.211,23 | 200 | 1.233,33 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 28.542 | 1,44 | 935 | -0,43 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 151.572 | 8,99 | 4.994 | 9,66 | ||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 375.633 | 13,34 | 12.377 | 14,04 | ||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 58.953 | 2,47 | 1.943 | 3,08 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 17.826 | 587 | ||||||
| 2026-04-20 | 13F | Kearns & Associates LLC | 26.148 | 1,16 | 862 | 1,77 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 35.729 | 3,87 | 1.177 | 4,53 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 72.652 | 21,83 | 2.393 | 22,48 | ||||
| 2026-04-23 | 13F | Seek First Inc. | 117.980 | 6,35 | 3.887 | 7,02 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 39.940 | 19,81 | 1.316 | 20,62 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 159.132 | 18,66 | 5.243 | 19,40 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 2.429 | 80 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 1.909.261 | 1,92 | 62.910 | 2,55 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 6.694 | 0,13 | 221 | 0,92 | ||||
| 2026-04-14 | 13F | Joule Financial, LLC | 157.195 | 0,53 | 5.180 | 1,15 | ||||
| 2026-05-07 | 13F | Van Strum & Towne Inc. | 13.261 | 5,66 | 437 | 6,08 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 138.025 | 5,04 | 4.548 | 5,67 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 7.423 | 245 | ||||||
| 2026-04-21 | 13F | PDS Planning, Inc | 18.288 | 1,20 | 603 | 1,86 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 4.116 | 136 | ||||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 99.172 | 10,71 | 3.268 | 11,39 | ||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 14.026 | 6,42 | 462 | 7,19 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 69.231 | 1,08 | 2.477 | 10,43 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 133 | 4 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 24.199 | 131,28 | 797 | 133,04 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 38.364 | 24,81 | 1.256 | 22,54 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 19.660 | 12,52 | 648 | 13,11 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 101 | 3 | ||||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 17.011 | 0,39 | 561 | 1,08 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 202.400 | 8,01 | 6.687 | 8,96 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 18.753 | 8,96 | 618 | 9,59 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 847.101 | 1,30 | 27.912 | 1,92 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 27.545 | 9,05 | 908 | 9,67 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 7 | 0 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 14.870 | 2,19 | 490 | 2,73 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 25.696 | 12,27 | 847 | 12,95 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 128.792 | 6,57 | 4.244 | 7,23 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 48 | 2 | ||||||
| 2026-04-28 | 13F | Clay Northam Wealth Management, LLC | 48.556 | 2,10 | 1.600 | 2,70 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 10.405 | 5,43 | 343 | 5,88 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 45.408 | 27,09 | 1.496 | 27,86 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 31.833 | 5,23 | 1.049 | 5,86 | ||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 30.358 | 4,13 | 1.000 | 4,82 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 166.988 | 8,92 | 5.502 | 9,58 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 119.799 | 1,62 | 3.947 | 2,25 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 44.533 | 5,10 | 1.467 | 5,77 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 20.703 | 41,00 | 682 | 42,08 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 6.632 | 219 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 18.269 | 646 | ||||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 32.843 | 1.082 | ||||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 34.009 | 13,86 | 1.121 | 14,52 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 11.110 | 46,18 | 366 | 47,58 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 128 | 4 | ||||||
| 2026-04-14 | 13F | Arnold Financial Planning LLC | 98.740 | 13,55 | 3.253 | 14,26 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 7.146 | 208,68 | 235 | 213,33 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 25.485 | 29,19 | 840 | 29,88 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 32.347 | 0,61 | 1.066 | 1,24 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 12.371 | 5,72 | 408 | 6,27 | ||||
| 2026-04-27 | 13F | Carter Financial Group, INC. | 6.416 | 4,53 | 211 | 4,98 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 212.909 | 27,68 | 7 | 40,00 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 201 | 7 | ||||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 33.162 | 5,60 | 1.093 | 6,23 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 9.699 | 8,01 | 320 | 8,50 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 75.699 | 5,97 | 2.493 | 6,63 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 28.137 | 3,53 | 927 | 2,32 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 343.290 | 23,66 | 11.311 | 24,42 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 2.994 | 99 | ||||||
| 2026-05-11 | 13F | Smith Partners Wealth Management, LLC | 32.108 | 91,27 | 1.058 | 92,53 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 425 | 543,94 | 14 | 600,00 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 30 | 100,00 | 1 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 16.309 | 7,59 | 537 | 8,27 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 24.242 | 16,94 | 799 | -85,84 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11.172 | 2,51 | 368 | 3,37 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 58.972 | 12,35 | 1.943 | 13,10 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 40.577 | 4,21 | 1.337 | 4,86 | ||||
| 2026-04-14 | 13F | BSW Wealth Partners | 11.013 | 8,20 | 363 | 8,71 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 22.687 | 0,24 | 748 | 0,81 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 6.915 | 228 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 87.436 | 2,66 | 2.881 | 3,26 | ||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 131.890 | 19,13 | 4.346 | 19,86 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 126.019 | 0,86 | 4.152 | 1,49 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 6.445 | 212 | ||||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 60.022 | 2,46 | 1.978 | 3,08 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 356.821 | 89,58 | 11.757 | 90,74 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 226 | 7 | ||||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 12.273 | 3,27 | 0 | |||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 106.517 | 16,06 | 3.510 | 16,77 | ||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 16.790 | 7,78 | 553 | 8,43 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 2.209 | 0,09 | 73 | 0,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 3.066 | 101 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 1.914.788 | 1,14 | 63.092 | 1,76 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 14.105 | 57,67 | 465 | 47,30 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 8.470 | 0,86 | 279 | 1,45 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 7.676 | 18,07 | 251 | 14,16 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 15.914 | 11,90 | 524 | 12,69 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 15.400 | 6,31 | 504 | 4,35 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 57.429 | 0,50 | 1.892 | 1,12 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.524.161 | 210,61 | 50.221 | 212,51 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 42.453 | 19,11 | 1.399 | 19,79 | ||||
| 2026-04-14 | 13F | Act Wealth Management, Llc | 16.645 | 1,14 | 548 | 1,67 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 152.464 | 7,17 | 5.037 | 8,11 | ||||
| 2026-04-29 | 13F | Alliance Wealth Management Group | 490.541 | 1,68 | 16.163 | 2,30 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2.432.609 | 4,64 | 80.155 | 5,28 | ||||
| 2026-05-01 | 13F | Brightwater Advisory LLC | 168.597 | 5,07 | 5.555 | 5,71 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 100 | 3 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 255.699 | 118,46 | 8.425 | 119,80 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 720 | 11,98 | 24 | 4,55 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 78.339 | 1,56 | 2.581 | 2,18 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 8.153 | 8,62 | 269 | 9,39 | ||||
| 2026-05-11 | 13F | Elite Life Management LLC | 6.025 | 222 | ||||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 116.855 | 69,60 | 3.850 | 70,66 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 8.276 | 5,87 | 273 | 6,25 | ||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 7.371 | 243 | ||||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 14.889 | 23,85 | 491 | 24,94 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 11.729 | 386 | ||||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 229.732 | 0,19 | 7.570 | 0,80 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 170.591 | 1,34 | 5.621 | 1,94 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 26.978 | 0,18 | 889 | 0,79 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 1.940 | 170,19 | 64 | 173,91 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 13.563 | 447 | ||||||
| 2026-04-28 | 13F | CAP Partners, LLC | 67.415 | 11,14 | 2.221 | 11,83 | ||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 31.888 | 2,03 | 1.051 | -1,59 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 37.362 | 15,90 | 1.231 | 16,68 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 246.807 | 0,22 | 8.132 | 0,83 | ||||
| 2026-05-06 | 13F | White & Co Financial Planning Inc | 132.615 | 1,81 | 4.370 | 2,44 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 679.704 | 17,59 | 22.398 | 18,31 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 1.704.193 | 2,88 | 60.311 | 4,96 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 188.681 | 24,79 | 6.217 | 25,57 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 19.597 | 8,11 | 646 | 8,77 | ||||
| 2026-04-22 | 13F | Rainey & Randall Investment Management Inc. | 1.092.100 | 1,54 | 35.985 | 2,15 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 40.103 | 1.321 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 112.696 | 6,87 | 4 | 0,00 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 280 | 9 | ||||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 48.335 | 0,53 | 1.593 | 1,14 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 24.077 | 83,61 | 793 | 84,85 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 170.207 | 13,51 | 5.608 | 14,22 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 9.908 | 326 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 276.501 | 2,35 | 9 | 12,50 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 60.259 | 113,38 | 1.986 | 114,83 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 35 | 1 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 13.254 | 108,00 | 437 | 96,40 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 97.585 | 10,13 | 3.215 | 10,82 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 2.884 | 95 | ||||||
| 2026-05-15 | 13F | Private Capital Management, LLC | 10.811 | 19,52 | 356 | 20,27 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 39.774 | 362,87 | 1.311 | 366,19 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 208.825 | 18,17 | 6.881 | 18,89 | ||||
| 2026-05-15 | 13F | Ironwood Investment Management Llc | 39.470 | 381,34 | 1.301 | 385,07 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 97.230 | 48,67 | 3 | 50,00 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 112.342 | 20,99 | 3.702 | 21,70 | ||||
| 2026-05-06 | 13F | 71 West Capital Partners | 8.201 | 270 | ||||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 2.110.215 | 5,37 | 69.532 | 6,01 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 33.624 | 83,98 | 1.184 | 97,83 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 176.357 | 0,65 | 5.811 | 1,25 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 692.044 | 3,56 | 22.803 | 4,19 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2.106.721 | 26,78 | 68.067 | 25,07 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 31.833 | 5,23 | 1.049 | 5,86 | ||||
| 2026-04-10 | 13F | Piscataqua Savings Bank | 3.356 | 74,34 | 111 | 74,60 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 304.716 | 3,20 | 9.979 | 1,28 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 42.431 | 11,37 | 1.398 | 12,11 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 128.841 | 3,95 | 4.245 | 4,58 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 19.093 | 23,66 | 629 | 24,55 | ||||
| 2026-05-15 | 13F | Continental Investors Services, Inc. | 51.875 | 36,13 | 1.907 | 41,08 | ||||
| 2026-04-20 | 13F | Payne Capital LLC | 60.176 | 35,56 | 1.983 | 36,41 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 144.803 | 16,21 | 4.771 | 16,94 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 10.117 | 0,41 | 333 | 1,22 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 6.959 | 3,04 | 229 | 3,62 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 35.385 | 1.166 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 65.429 | 106,80 | 2 | 100,00 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 297.394 | 6,87 | 9.799 | 7,53 | ||||
| 2026-05-05 | 13F | UBS Group AG | 896.838 | 31,97 | 29.551 | 32,77 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 8.679 | 286 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 137 | 5 | ||||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 73.824 | 6,58 | 2.432 | 7,23 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 217.177 | 11,58 | 7.156 | 12,25 | ||||
| 2026-04-29 | 13F | FIDELIS iM, LLC | 159.905 | 3,82 | 5.269 | 4,44 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 78.778 | 2,04 | 2.596 | 2,65 | ||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 1.431.314 | 68,42 | 51.141 | 73,82 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 21.496 | 8,04 | 708 | 8,76 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 14.142 | 86,52 | 466 | 87,50 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 214.614 | 6,21 | 7.072 | 6,86 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 18.797 | 133,45 | 619 | 135,36 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 28.961 | 4,86 | 954 | 5,53 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 316.432 | 22,13 | 10.426 | 22,88 | ||||
| 2026-05-12 | 13F | WorthPointe, LLC | 61.540 | 120,77 | 2.028 | 122,26 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 111.667 | 2,49 | 3.679 | 3,11 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 208.604 | 0,08 | 6.873 | 0,69 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 14.625 | 16,56 | 482 | 17,32 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 4.409 | 12,99 | 145 | 14,17 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 98.662 | 64,45 | 3.251 | 65,48 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 429 | 14 | ||||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 1.144 | 18,67 | 38 | 19,35 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 515.022 | 4,86 | 16.867 | 2,90 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 111.448 | 0,36 | 3.672 | 0,99 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 194.973 | 28,42 | 6.424 | 29,20 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 35 | 1 | ||||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 7.921 | 23,67 | 263 | 25,84 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 16.186 | 533 | ||||||
| 2026-05-01 | 13F | Castleview Partners, Llc | 8.168 | 2,05 | 269 | 2,67 | ||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 40.847 | 1,97 | 1 | 0,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 491.328 | 0,52 | 16.189 | 1,13 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 32.586 | 0,42 | 1.162 | 3,47 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 9.810 | 0,51 | 323 | 1,25 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 16.111 | 531 | ||||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 17.997 | 22,30 | 593 | 23,08 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 1.256.495 | 24,65 | 41.402 | 25,41 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 3.749 | 7,45 | 124 | 7,89 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 39.010 | 0,11 | 1.285 | 0,71 | ||||
| 2026-05-05 | 13F | LOM Asset Management Ltd | 14.335 | 25,75 | 472 | 26,54 | ||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 15.247 | 502 | ||||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 871 | 0,35 | 29 | 0,00 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 2.251 | 12,49 | 74 | 13,85 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 2.955 | 511,80 | 97 | 546,67 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 73.849 | 257,80 | 2.433 | 260,44 | ||||
| 2026-04-20 | 13F | Boyd Wealth Management, LLC | 231.393 | 0,59 | 7.624 | 1,21 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 92.081 | 48,11 | 3.034 | 49,02 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 26.860 | 12,62 | 885 | 13,32 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 364.570 | 45,91 | 12.013 | 46,81 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 41.372 | 0,06 | 1.363 | 0,66 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 887.746 | 5,16 | 29.374 | 6,24 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 18.553 | 11,61 | 668 | 22,61 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 47.307 | 12,91 | 1.559 | 13,56 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 8.682 | 4,08 | 306 | 7,75 | ||||
| 2026-04-07 | 13F | Boltwood Capital Management | 255.695 | 5,78 | 8.425 | 6,43 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 21.826 | 0,06 | 719 | 0,70 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 44.919 | 7,82 | 1.480 | 8,50 | ||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 9.258 | 304 | ||||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 12.780 | 4,31 | 421 | 4,99 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 46.073 | 0,09 | 1.518 | 0,73 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 10.677 | 2,74 | 352 | 3,24 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 30.714 | 22,27 | 1.012 | 23,11 | ||||
| 2026-04-29 | 13F | Arbor Trust Wealth Advisors, Llc | 10.601 | 0,66 | 349 | 1,45 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 384.988 | 1,83 | 12.684 | 2,44 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 69.003 | 3,14 | 2.274 | 3,74 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 117.395 | 28,53 | 3.868 | 29,32 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 8.602 | 283 | ||||||
| 2026-05-01 | 13F | American Trust | 8.552 | 15,40 | 282 | 16,12 | ||||
| 2026-05-08 | 13F | Indie Asset Partners, LLC | 62.388 | 25,48 | 2.056 | 26,23 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 226 | 8 | ||||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 118.998 | 0,05 | 3.921 | 0,64 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 41.181 | 58,57 | 1.357 | 59,53 | ||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 148.189 | 4.883 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 1.919 | 63 | ||||||
| 2026-05-05 | 13F | Holistic Financial Partners | 84.113 | 3,16 | 2.772 | 3,78 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 347.527 | 891,29 | 11.451 | 897,47 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 25.428 | 2,29 | 838 | 2,83 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 18.336 | 5,60 | 604 | 6,34 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 1.605 | 3,22 | 53 | 4,00 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.918 | 63 | ||||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 22.497 | 2,27 | 1 | |||||
| 2026-05-14 | 13F | Northern Trust Corp | 35.836 | 43,86 | 1.181 | 44,79 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 16.770 | 7,53 | 553 | 8,24 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 77.492 | 6,57 | 2.553 | 7,22 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 41.502 | 3,57 | 1.367 | 4,19 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 7.665 | 12,52 | 253 | 13,00 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 34.435 | 2,87 | 1.135 | 3,47 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 121 | 4 | ||||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 44.627 | 1.470 | ||||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 343.404 | 1,22 | 11.315 | 1,85 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 8.390 | 0,64 | 276 | 1,10 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 749.111 | 0,89 | 24.683 | 1,50 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 334.074 | 1,83 | 11.008 | 2,46 | ||||
| 2026-04-20 | 13F | Clune & Associates, Ltd. | 8.547 | 14,36 | 282 | 15,16 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 7.978 | 0,92 | 263 | 1,55 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 595.196 | 6,85 | 20 | 5,56 | ||||
| 2026-04-17 | 13F | Phil A. Younker & Associates, Ltd. | 28.669 | 13,86 | 945 | 14,56 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 66.382 | 3,71 | 2.187 | 4,34 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 36.000 | 1.186 | ||||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 20.890 | 3,99 | 688 | 4,72 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 13.791 | 487 | ||||||
| 2026-05-12 | 13F | Wakefield Asset Management LLLP | 167.028 | 7,65 | 5.504 | 8,31 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 139.106 | 42,44 | 4.584 | 43,31 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 28.241 | 7,92 | 931 | 8,52 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 369.944 | 5,66 | 12.190 | 6,31 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 485.317 | 4,58 | 15.991 | 5,22 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 72.869 | 5,95 | 2.401 | 6,62 | ||||
| 2026-05-01 | 13F | Guardian Wealth Advisors, LLC | 8.833 | 1,44 | 291 | 2,11 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 9.456 | 0,07 | 312 | |||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 82.400 | 5,18 | 2.715 | 5,85 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 5.368 | 177 | ||||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 661 | 1,54 | 22 | 0,00 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 46.200 | 1.522 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.480.192 | 2,72 | 48.772 | 3,35 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 50.432 | 13,63 | 1.652 | 11,48 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 6.144 | 217 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 3.120 | 103 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 42.329 | 266,23 | 1.395 | 268,78 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 32 | 1 | ||||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 191.274 | 3,24 | 6.302 | 3,87 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 175.267 | 2,28 | 5.775 | 2,92 | ||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 497.259 | 142,77 | 16.385 | 144,25 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 15.806 | 92,03 | 521 | 93,31 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 9.931 | 1,76 | 327 | 2,51 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 37.660 | 9,19 | 1.241 | 9,83 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 17.630 | 54,51 | 581 | 51,83 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 18.054 | 3,28 | 595 | 3,85 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 8.150 | 269 | ||||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 56.256 | 3,29 | 1.854 | 3,93 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 2.369 | 78 | ||||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 83.244 | 0,66 | 2.778 | 11,44 | ||||
| 2026-05-01 | 13F | Towercrest Capital Management | 490.541 | 1,68 | 16.163 | 2,30 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 14.280 | 0,42 | 471 | 1,08 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 7.219 | 8,02 | 238 | 8,72 | ||||
| 2026-04-21 | 13F | Econ Financial Services Corp | 51.657 | 1.702 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 36.414 | 1,69 | 1.200 | 2,30 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 33.270 | 17,14 | 1.090 | 17,10 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 11.736 | 22,68 | 387 | 23,32 | ||||
| 2026-05-12 | 13F | Disciplined Investors, L.L.C. | 40.120 | 5,61 | 1.322 | 6,19 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 29.699 | 42,86 | 979 | 44,25 | ||||
| 2026-05-12 | 13F | Creative Planning | 21.758.142 | 15,08 | 716.931 | 15,78 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 9.182 | 235 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 12.243 | 10,56 | 403 | 11,33 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 66.594 | 31,64 | 2.194 | 32,49 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 69.076 | 918,97 | 2.276 | 925,23 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 9.769 | 16,84 | 350 | 21,60 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 487.497 | 2,19 | 15.966 | 106.333,33 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 13.105 | 0,81 | 432 | 1,41 | ||||
| 2026-05-15 | 13F | Greenline Partners, LLC | 42.893 | 0,18 | 1.413 | 0,78 | ||||
| 2026-05-18 | 13F | Vestwell Advisors, LLC | 82 | -89,84 | ||||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 4.491.206 | 100,00 | 149.243 | 100,00 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 14.014 | 10,19 | 459 | 8,02 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 57.674 | 151,36 | 1.900 | 153,00 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 148.569 | 6,39 | 4.895 | 7,04 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 2.184.395 | 0,76 | 71.976 | 1,37 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 4.601 | 100,74 | 152 | 101,33 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 8.200 | 9,33 | 270 | 10,20 | |||
| 2026-04-28 | 13F | RHS Financial, LLC | 7.023 | 2,17 | 231 | 2,67 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 6.255 | 206 | ||||||
| 2026-05-15 | 13F | Hamilton Capital, LLC | 97.321 | 11,68 | 3.207 | 12,33 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 26.060 | 0,13 | 859 | 0,70 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 22.334 | 7,12 | 736 | 7,77 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 1.042.983 | 105,77 | 34.366 | 107,04 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 69.837 | 1,27 | 2.301 | 1,90 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 195.630 | 69,72 | 6.446 | 70,80 | ||||
| 2026-04-21 | 13F | Granite Islands Private Wealth, Llc | 14.953 | 5,62 | 493 | 6,26 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 51.335 | 1,96 | 1.691 | 2,61 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 250.217 | 128,15 | 8.245 | 129,57 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 274.403 | 2,07 | 9 | -99,90 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 30.052 | 990 | ||||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 35.263 | 46,24 | 1.162 | 47,15 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 13.294 | 1,96 | 438 | 2,58 | ||||
| 2026-05-12 | 13F | Warwick Investment Management, Inc. | 11.929 | 1,14 | 393 | 1,81 | ||||
| 2026-05-15 | 13F | Peterson Wealth Management | 4.077 | 134 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 165.153 | 0,64 | 5.442 | 1,25 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 248.234 | 36,75 | 8.179 | 37,58 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 3.882 | 128 | ||||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 539 | 18 | ||||||
| 2026-04-15 | 13F | RCW Management, LLC | 9.178 | 0,05 | 302 | 0,67 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 409 | 13 |
