Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF eröffnet haben, gehören Kestra Investment Management, LLC, Alliancebernstein L.p., Rsm Us Wealth Management Llc, TRB Wealth Management, LLC, Kovack Advisors, Inc., Strategic Advisory Partners, Llc, Gambit Capital Management, LLC, Joel Isaacson & Co., LLC, Orographic Financial Advisors, LLC, Stillwater Private Wealth, LLC, Kavar Capital Partners Group, Llc, Three Seasons Wealth, LLC, MONECO Advisors, LLC, Signal Advisors Wealth, LLC, Meadowbrook Wealth Management, LLC, Adelphi Trust Co, Immaculate Wealth Management LLC, Nicholas Hoffman & Company, LLC., Avail Investment Partners, LLC, und Tradewinds, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 483.780 | 11.741 | ||||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 13.070 | 34,90 | 317 | 34,32 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 13.038 | 5,37 | 316 | 4,98 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 134.838 | 5,29 | 3.272 | 4,87 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 2.155 | 265,87 | 52 | 271,43 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 9.666 | 236 | ||||||
| 2026-05-11 | 13F | MCF Advisors LLC | 2.755.371 | 1,61 | 66.873 | 1,20 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 334 | 8 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 376.100 | 28,01 | 9.128 | 27,49 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 80.441 | 54,42 | 1.952 | 53,82 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 34.135 | 828 | ||||||
| 2026-04-20 | 13F | Tower View Investment Management & Research LLC | 898 | 0,67 | 22 | 0,00 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 344.704 | 8,29 | 8.366 | 7,84 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 58.081 | 17,95 | 1.410 | 17,51 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 9.426 | 11,68 | 229 | 11,22 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 10.241 | 0,54 | 249 | 0,00 | ||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 23.581 | 12,27 | 572 | 11,94 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1.302 | 5.325,00 | 32 | 0,00 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 1.846.314 | 39,59 | 44.810 | 39,01 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 339.760 | 121,35 | 8.280 | 121,07 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 48.844 | 10,76 | 1.185 | 10,34 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 146.716 | 10,69 | 3.561 | 10,22 | ||||
| 2026-04-14 | 13F | Moisand Fitzgerald Tamayo, LLC | 3.920.931 | 6,82 | 95.161 | 6,38 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 528.562 | 12.828 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 82.350 | 248,34 | 1.999 | 246,88 | ||||
| 2026-05-19 | 13F | Orographic Financial Advisors, LLC | 49.946 | 1 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 2.888 | 288.700,00 | 70 | |||||
| 2026-04-13 | 13F | Mather Group, Llc. | 8 | 0 | ||||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 577.947 | 66,39 | 14.027 | 65,71 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 1.511 | 4,06 | 37 | 2,86 | ||||
| 2026-04-24 | 13F | Keystone Global Partners, LLC | 420 | |||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 158 | 4 | ||||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 200.452 | 0,92 | 4.865 | 0,50 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 39.663 | 1 | ||||||
| 2026-04-23 | 13F | Unify Financial Advisors | 22.044 | 2,66 | 535 | 2,29 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 64 | 2 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 56.810 | 13,10 | 1.379 | 12,58 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 8.428 | 205 | ||||||
| 2026-05-04 | 13F | Tradewinds, LLC. | 10.268 | 248 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 83.800 | 126,08 | 2.026 | 124,25 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 12.665 | 3,11 | 307 | 2,68 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 43.415 | 2,90 | 1.058 | 2,82 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 8.386 | 204 | ||||||
| 2026-04-30 | 13F | DMG Group, LLC | 84.157 | 1,25 | 2.042 | 0,84 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 180.905 | 10,94 | 4.391 | 10,50 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 264.983 | 15,44 | 6.431 | 14,96 | ||||
| 2026-04-29 | 13F | Hartline Investment Corp/ | 27.650 | 17,41 | 671 | 17,10 | ||||
| 2026-05-14 | 13F | Bank of Marin | 84.550 | 4,26 | 2.052 | 3,85 | ||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 327.861 | 4,15 | 7.957 | 3,73 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 2.054 | 58,00 | 50 | 58,06 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 1.208.324 | 29.327 | ||||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 1.900 | 78,24 | 46 | 84,00 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 8.510 | 3,03 | 207 | 2,49 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 35.831 | 870 | ||||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 64.164 | 7,85 | 1.564 | 7,72 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 18.600.555 | 5,70 | 453.296 | 5,57 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 4 | 33,33 | ||||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 123.493 | 0,52 | 2.997 | 0,07 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 62.784 | 23,71 | 1.524 | 23,22 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 9.149 | 14,85 | 222 | 14,43 | ||||
| 2026-05-14 | 13F | Stance Capital Llc | 2.934 | 71 | ||||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 115.426 | 19,37 | 2.801 | 18,89 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 176.134 | 1.608,88 | 4.275 | 1.602,79 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 27.316 | 25,54 | 663 | 24,91 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 3.409.345 | 7,29 | 82.540 | 6,55 | ||||
| 2026-05-05 | 13F | Three Seasons Wealth, LLC | 25.609 | 622 | ||||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 12.698 | 308 | ||||||
| 2026-02-04 | 13F | VanderPol Investments L.L.C. | 30.910 | 18,47 | 753 | 18,21 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 9.422 | 229 | ||||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 18.969 | 1,10 | 460 | 0,66 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 44.420 | 3,57 | 1.078 | 3,16 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 47.637 | 25,51 | 1.156 | 25,11 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 361 | 0,56 | 9 | 0,00 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 29.147 | 2,73 | 705 | 2,17 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 47.815 | 5,83 | 1.160 | 5,36 | ||||
| 2026-05-14 | 13F | Betterment LLC | 34.169 | 308,38 | 1 | |||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 62.271 | 113,10 | 1.511 | 112,22 | ||||
| 2026-04-13 | 13F | Harrington Investments, INC | 182.594 | 0,45 | 4.432 | 0,05 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 472.480 | 168,38 | 11.467 | 167,30 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 23.192 | 102,13 | 563 | 101,43 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 131.574 | 4,04 | 3.193 | 3,60 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 24.469.334 | 15,93 | 593.381 | 15,36 | ||||
| 2026-05-07 | 13F | CFG Wealth Management Services, Inc. | 206.470 | 1,47 | 4.964 | 0,12 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 75.635 | 1.836 | ||||||
| 2026-04-17 | 13F | Arkfeld Wealth Strategies, L.L.C. | 14.192 | 0,76 | 344 | 0,29 | ||||
| 2026-05-07 | 13F | Bard Associates Inc | 508.848 | 83,21 | 12.350 | 82,46 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 14.909 | 0,60 | 362 | 0,00 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 107.406 | 42,17 | 2.607 | 41,55 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 922 | 10,02 | 22 | 10,00 | ||||
| 2026-04-24 | 13F | United Community Bank | 818 | 20 | ||||||
| 2026-04-22 | 13F | RMR Wealth Builders | 796.357 | 21,25 | 19.328 | 20,75 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 11.976 | 19,80 | 291 | 19,34 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 26.965 | 5,10 | 654 | 4,64 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 26.740 | 6,28 | 649 | 5,71 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 9.576 | 232 | ||||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 117.799 | 5,85 | 2.859 | 5,38 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 672.388 | 16.386 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 15.115 | 56,83 | 367 | 55,74 | ||||
| 2026-05-29 | 13F | Immaculate Wealth Management LLC | 14.750 | 358 | ||||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 42.625 | 26,40 | 1.035 | 25,94 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 9.762 | 2,06 | 237 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 519.253 | 0,52 | 12.602 | 0,10 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 85.031 | 41,26 | 2.064 | 40,72 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 150 | 4 | ||||||
| 2026-04-14 | 13F | Arnold Financial Planning LLC | 517.952 | 19,44 | 12.571 | 18,94 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 2.112.985 | 1,97 | 51.282 | 1,55 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 537 | 13 | ||||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 598.083 | 1,60 | 14.515 | 1,19 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 99.276 | 3,40 | 2.409 | 2,99 | ||||
| 2026-05-13 | 13F | South Plains Financial, Inc. | 37.535 | 5,92 | 911 | 5,45 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 45.397 | 20,09 | 1.102 | 19,54 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 76.892 | 2,36 | 1.866 | 1,97 | ||||
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 240.649 | 42,13 | 5.841 | 41,54 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 24.462 | 78,27 | 594 | 77,54 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 5.462 | 5,28 | 133 | 4,76 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 6.358.904 | 5,49 | 154.331 | 5,06 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 386.004 | 6,38 | 9.368 | 5,95 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 63.922 | 118,57 | 1.551 | 117,84 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 17.816 | 7,45 | 432 | 6,68 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 581.081 | 11.397,45 | 14.103 | 11.365,04 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 257.004 | 6,85 | 6 | 20,00 | ||||
| 2026-05-04 | 13F | Wellington Shields Capital Management, LLC | 10.000 | 243 | ||||||
| 2026-04-16 | 13F | Diversified Trust Co | 70.165 | 0,64 | 1.703 | 0,18 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 370 | 32,14 | 9 | 33,33 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.308 | 32 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 1.388 | 34 | ||||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 37.843 | 0,00 | 918 | -0,43 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 14.870 | 77,81 | 361 | 77,34 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 78.413 | 5,30 | 1.903 | 4,91 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 119.987 | 2.912 | ||||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 121.068 | 0,01 | 2.938 | -0,31 | ||||
| 2026-05-05 | 13F | Westover Capital Advisors, LLC | 503.560 | 3,05 | 12.221 | 2,63 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 110.957 | 2.693 | ||||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 1.964.291 | 1,36 | 47.673 | 0,94 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 298.398 | 20,66 | 7.242 | 20,18 | ||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 127.704 | 1,76 | 3.099 | 1,34 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 207.440 | 5.020 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 64.279 | 28,39 | 1.560 | 27,87 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2.729 | 6,15 | 66 | 6,45 | ||||
| 2026-04-10 | 13F | Novem Group | 790.571 | 4,36 | 19.187 | 3,94 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 22.606 | 23,28 | 1 | |||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 12.242 | 3.173,26 | 298 | 3.211,11 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 203 | 5 | ||||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 365.774 | 22,49 | 8.877 | 21,99 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 268.463 | 946,03 | 6.516 | 942,40 | ||||
| 2026-05-05 | 13F | Members Advisory Group LLC | 396.056 | 9.612 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 10.335 | 3,42 | 251 | 2,88 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 73.500 | 19,51 | 1.784 | 19,03 | ||||
| 2026-04-29 | 13F | Alliance Wealth Management Group | 50.368 | 0,63 | 1.222 | 0,25 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 222.991 | 2,93 | 5.411 | 2,52 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 664.015 | 24,53 | 16.069 | 23,66 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 15 | 0 | ||||||
| 2026-04-07 | 13F | Myecfo, Llc | 9.413 | 7,42 | 228 | 7,04 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 555.616 | 2,32 | 13.485 | 1,90 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 1.234.433 | 5,84 | 29.960 | 5,41 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 7.671.554 | 2,66 | 186.189 | 2,24 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 23.298 | 565 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 23.498 | 570 | ||||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 0 | 0 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 265.574 | 33,46 | 6.445 | 32,91 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 4.490 | 109 | ||||||
| 2026-04-07 | 13F | Eastern Bank | 4.003 | 3,65 | 97 | 3,19 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 546 | 13 | ||||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 11.275 | 274 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 106.687 | 13,94 | 2.582 | 13,15 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 32.013 | 171,00 | 777 | 170,38 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 215.761 | 38.987,14 | 5.237 | 40.176,92 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 21.953 | 51,37 | 118 | 110,71 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 216.965 | 25,01 | 5.266 | 24,50 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 132.631 | 6,26 | 3.219 | 5,75 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 22.606 | 105,42 | 542 | 102,62 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 755 | 18 | ||||||
| 2026-04-22 | 13F | TPG Advisors LLC | 8.312 | 0,28 | 202 | -0,50 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 2.576.647 | 5,45 | 62.535 | 5,01 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 886.900 | 0,48 | 21.525 | 0,07 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 17.240 | 418 | ||||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 9.830 | 240 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.031 | 138,66 | 25 | 150,00 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 400 | 10 | ||||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 1.400 | 34 | ||||||
| 2026-05-14 | 13F | Signet Investment Advisory Group, Inc. | 17.831 | 1,28 | 433 | 0,70 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 45.281 | 7,55 | 1.099 | 7,02 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 39.897 | 346,98 | 968 | 346,08 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 750 | 343,79 | 0 | |||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 16.134 | 7,03 | 392 | 6,54 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 639 | 20,79 | 16 | 25,00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 28.859 | 5.244,26 | 700 | 5.284,62 | ||||
| 2026-05-07 | 13F | Perissos Private Wealth Management, LLC | 15.817 | 384 | ||||||
| 2026-05-12 | 13F | Bnp Paribas | 35.872 | 14,05 | 871 | 13,58 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 469.086 | 15,12 | 11.385 | 14,65 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 18.818 | 9,52 | 457 | 9,09 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 124.692 | 139,02 | 3.026 | 138,08 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 274.670 | 10,93 | 6.666 | 10,47 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 27.576 | 0,66 | 669 | 0,30 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 17.533 | 426 | ||||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 50.798 | 1,93 | 1.233 | 1,48 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 31.138 | 55,38 | 1 | |||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 752.236 | 21,56 | 18.257 | 21,06 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 8.742 | 212 | ||||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 133.466 | 5,47 | 3.239 | 5,06 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 23.064 | 1,44 | 560 | 0,90 | ||||
| 2026-04-21 | 13F | Sims Investment Management, Llc | 422.625 | 2,87 | 10.257 | 2,45 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 20.284 | 8,97 | 492 | 8,61 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 4.104.187 | 5,88 | 99.609 | 5,44 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 1.020 | 25 | ||||||
| 2026-05-11 | 13F | United Capital Management of KS, Inc. | 1.173.541 | 4,04 | 28.482 | 3,62 | ||||
| 2026-05-15 | 13F | Fmr Llc | 14.524 | 47,20 | 352 | 46,67 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 3.545 | 86 | ||||||
| 2026-04-24 | 13F | Reality Financial Planning Services, LLC | 66.908 | 14,25 | 1.624 | 13,74 | ||||
| 2026-04-07 | 13F | Twele Capital Management, Inc. | 45.162 | 3,26 | 1.096 | 2,91 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 127.657 | 14,84 | 3.098 | 14,40 | ||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 689 | 1,77 | 17 | 0,00 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 9.209 | 0,34 | 224 | 0,00 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 32.576 | 50.800,00 | 788 | 78.700,00 | ||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 223.230 | 14,70 | 5.418 | 14,21 | ||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 41.527 | 19,67 | 1.008 | 19,17 | ||||
| 2026-05-14 | 13F | Cumberland Partners Ltd | 46.048 | 26,69 | 1.118 | 26,21 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 102.855 | 25,78 | 2.490 | 25,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.821.170 | 62,75 | 44.200 | 62,08 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2.601 | 8,15 | 63 | 8,62 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 75.278 | 17,75 | 1.827 | 17,28 | ||||
| 2026-05-05 | 13F | Blackhawk Capital Partners LLC. | 1.241.367 | 30.128 | ||||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 32.004 | 1,70 | 777 | 1,31 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 8.646 | 5.781,63 | 210 | 6.866,67 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 170.750 | 15,09 | 4.144 | 14,63 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 282.419 | 72,67 | 6.854 | 71,95 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 390.298 | 6,43 | 9.473 | 5,99 | ||||
| 2026-05-13 | 13F | Avail Investment Partners, LLC | 10.667 | 0 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 274.548 | 6.663 | ||||||
| 2026-04-07 | 13F | Stonekeep Investments, LLC | 27.884 | 29,34 | 677 | |||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 820.033 | 3,21 | 19.902 | 2,78 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 23.744 | 0,65 | 576 | 0,35 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 249.015 | 8,00 | 6.044 | 7,56 | ||||
| 2026-04-09 | 13F | Dorato Capital Management | 1.073 | 0,94 | 26 | 4,00 | ||||
| 2026-04-24 | 13F | Family Investment Center, Inc. | 37.007 | 0,42 | 898 | 0,00 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 139 | 3 | ||||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 962.850 | 7,02 | 23.368 | 6,58 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 592.210 | 3,50 | 14.432 | 3,37 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 2.057.653 | 8,91 | 49.939 | 8,46 | ||||
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 145.886 | 363,57 | 3.541 | 362,14 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 245.030 | 60,06 | 5.947 | 59,41 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 87 | 1,16 | 2 | 0,00 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 123.734 | 230,80 | 3.003 | 229,64 | ||||
| 2026-05-13 | 13F | RFP Financial Group LLC | 15.798 | 383 | ||||||
| 2026-04-28 | 13F | Blossom Wealth Management | 20.929 | 3,17 | 508 | 2,63 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 46.387 | 1.126 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 226 | 5 | ||||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 190.711 | 2,39 | 4.648 | 2,27 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 723.101 | 3,71 | 17.550 | 3,28 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 813 | 20 | ||||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 11.914 | 0,03 | 289 | -0,34 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 23.695 | 0,28 | 575 | -0,17 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 11.350 | 19,47 | 275 | 19,05 | ||||
| 2026-05-04 | 13F | Nwam Llc | 14.748 | 0,01 | 358 | -0,56 | ||||
| 2026-05-11 | 13F | Kilner Capital Advisors, Llc | 12.911 | 11,39 | 313 | 10,99 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 112.545 | 2,38 | 2.731 | 1,94 | ||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 549.185 | 2,14 | 13.329 | 1,72 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 1.718.824 | 5,50 | 41.716 | 5,07 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 60.878 | 1,99 | 1.478 | 1,58 | ||||
| 2026-04-20 | 13F | Dock Street Asset Management Inc | 403.061 | 23,97 | 9.782 | 23,46 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.324.640 | 34,49 | 56.419 | 33,94 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 1.682.861 | 14,55 | 40.843 | 14,08 | ||||
| 2026-05-01 | 13F | Oakwell Private Wealth Management, LLC | 386.884 | 4,13 | 9.390 | 3,70 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 34.167 | 20,85 | 829 | 20,32 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 6.299 | 0,64 | 153 | 0,00 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 19.381 | 0,65 | 470 | 0,21 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 39.114 | 252,95 | 949 | 251,48 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 4.017 | 186,11 | 97 | 185,29 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 2.012 | 49 | ||||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 51.387 | 1.246 | ||||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 1.145.070 | 34,92 | 27.791 | 34,37 | ||||
| 2026-04-20 | 13F | Holcombe Financial, Inc. | 1.029.588 | 7,26 | 24.988 | 6,83 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 14.320 | 0,03 | 348 | -0,29 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 637.834 | 7,74 | 15.480 | 7,30 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 9.030 | 219 | ||||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 31.463 | 3,80 | 764 | 3,39 | ||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 128.070 | 10,18 | 3.108 | 9,75 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 8.411 | 204 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 104.040 | 25,38 | 2.525 | 24,88 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 46.776 | 3,98 | 1.135 | 3,56 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 868 | 21 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 85.998 | 19,63 | 2.087 | 19,19 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 36.949 | 2,30 | 897 | 1,82 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 51.261 | 8,02 | 1.244 | 7,61 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1.058.171 | 7,55 | 25.682 | 7,11 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 14.740 | 0,63 | 358 | 0,28 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 278.260 | 1,45 | 6.753 | 1,03 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 82 | 2 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 1.364.383 | 6,19 | 33.114 | 5,75 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 153.276 | 1,97 | 3.720 | 1,56 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 35.535 | 11,61 | 862 | 11,10 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 15.000 | 72,02 | 364 | 71,70 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 85.262 | 30,41 | 2.078 | 30,22 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 120.887 | 1,95 | 2.934 | 1,52 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 2.687 | 0,26 | 65 | 0,00 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 8.645 | 208 | ||||||
| 2026-05-12 | 13F | Kuhn & Co Investment Counsel | 35.086 | 4,16 | 852 | 3,78 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 196.609 | 1,57 | 4.762 | 0,61 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 54.621 | 7,94 | 1.326 | 7,46 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 152.404 | 11,62 | 3.699 | 11,15 | ||||
| 2026-04-01 | 13F | Adelphi Trust Co | 14.990 | 364 | ||||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 121.851 | 3,36 | 2.957 | 2,96 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 68.808 | 1.670 | ||||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 1.457.711 | 7,26 | 35.379 | 6,82 | ||||
| 2026-05-05 | 13F | Journey Advisory Group, LLC | 859.892 | 8,12 | 20.870 | 7,67 | ||||
| 2026-04-14 | 13F | Meadowbrook Wealth Management, LLC | 15.013 | 364 | ||||||
| 2026-04-22 | 13F | BWM Planning, LLC | 703.664 | 11,70 | 17.078 | 11,24 | ||||
| 2026-05-13 | 13F | Townsquare Capital Llc | 10.066 | 1,56 | 244 | 1,24 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 2.176.741 | 11,51 | 52.830 | 11,05 | ||||
| 2026-04-13 | 13F | Cordant, Inc. | 305 | 14,23 | 7 | 16,67 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 226.802 | 0,82 | 5.505 | 0,40 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 11.108 | 8.008,03 | 270 | 8.866,67 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 42.815 | 97,88 | 1 | |||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 501 | 12 | ||||||
| 2026-05-01 | 13F | Mission Hills Financial Advisory, LLC | 61.315 | 49,81 | 1.488 | 49,25 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 4.605 | 112 | ||||||
| 2026-05-14 | 13F | RB Capital Management, LLC | 12.245 | 297 | ||||||
| 2026-04-28 | 13F | Blue Sky Capital Consultants Group, Inc. | 595.497 | 40,37 | 14.453 | 39,79 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 274.651 | 6.666 | ||||||
| 2026-05-07 | 13F | Advisor Resource Council | 19.773 | 20,90 | 480 | 20,65 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 90.413 | 2,26 | 2.194 | 1,86 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 47.559 | 11,23 | 1.154 | 10,85 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 258.450 | 82,79 | 6.273 | 82,06 | ||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 18.249 | 2,72 | 443 | 2,31 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 30.795 | 65,83 | 747 | 65,27 | ||||
| 2026-05-05 | 13F | MADDEN SECURITIES Corp | 35.658 | 0,22 | 865 | -0,23 | ||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 135.954 | 48,26 | 3.300 | 47,67 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.365.589 | 8,07 | 33.143 | 7,63 | ||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 24.256 | 36,10 | 589 | 35,48 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.304.449 | 6,81 | 55.929 | 6,37 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 576.172 | 6,81 | 13.984 | 6,37 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 534.366 | 3,44 | 12.948 | 2,84 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 31.910 | 166,78 | 774 | 165,98 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.888.069 | 23,13 | 45.823 | 22,63 | ||||
| 2026-05-05 | 13F | Sherman Asset Management, Inc. | 49.839 | 25,03 | 1.210 | 24,51 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 8.413 | 543,69 | 205 | 225,40 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 2.284 | 0,09 | 55 | 0,00 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 217.808 | 1,17 | 5.286 | 0,76 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 22.244 | 0,00 | 540 | -0,55 | ||||
| 2026-05-07 | 13F | Momentum Wealth Planning, LLC | 400.329 | 51,04 | 9.716 | 50,41 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 30.018 | 0,51 | 729 | 0,14 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 76.157 | 3,69 | 1.848 | 3,30 | ||||
| 2026-04-20 | 13F | New Hampshire Trust | 62.244 | 20,02 | 1.511 | 19,56 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 212.185 | 2,07 | 5.150 | 1,64 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 228 | 6 | ||||||
| 2026-04-30 | 13F | ETF Store, Inc. | 122.889 | 3,48 | 2.983 | 3,04 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 4.540 | 3,44 | 110 | 3,77 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 59.441 | 1.443 | ||||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 15.238 | 9,67 | 370 | 9,17 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 181.762 | 4,65 | 4.411 | 4,23 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 397.028 | 3,08 | 9.636 | 2,65 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 628.836 | 5,36 | 15.262 | 4,92 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 27.108 | 4,70 | 658 | 4,29 | ||||
| 2026-04-30 | 13F | Stablepoint Partners, LLC | 10.059 | 244 | ||||||
| 2026-05-07 | 13F | First National Trust Co | 466.023 | 12,73 | 11.310 | 12,27 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 112.055 | 10,34 | 2.720 | 9,90 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 71.126 | 2,17 | 1.726 | 1,77 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 1.170 | 27,45 | 28 | 27,27 | ||||
| 2026-05-01 | 13F | Towercrest Capital Management | 50.368 | 0,63 | 1.222 | 0,25 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 138.213 | 22,80 | 3.354 | 22,32 | ||||
| 2026-05-15 | 13F | Greenline Partners, LLC | 345.210 | 8,59 | 8.378 | 8,16 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 11.064 | 206,06 | 269 | 204,55 | ||||
| 2026-05-05 | 13F | HC Advisors, LLC | 22.506 | 14,47 | 546 | 13,99 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 650.307 | 6,05 | 15.783 | 5,61 | ||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 268.472 | 10,31 | 6.516 | 9,85 | ||||
| 2026-05-18 | 13F | Vestwell Advisors, LLC | 0 | -100,00 | ||||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 191.515 | 2,86 | 4.648 | 2,45 | ||||
| 2026-04-03 | 13F | First County Bank /CT/ | 29.330 | 83,53 | 712 | 82,78 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 714.088 | 14,26 | 17.331 | 13,78 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 446.991 | 56,86 | 10.848 | 56,22 | ||||
| 2026-05-14 | 13F | Meridian Wealth Partners, LLC | 542.653 | 4,33 | 13.170 | 3,90 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 4.739 | 3,13 | 115 | 3,60 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 91.936 | 23,52 | 2.231 | 23,06 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 31.157 | 756 | ||||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 64.830 | 70,00 | 1.573 | 69,32 | ||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 1.383.795 | 0,16 | 33.585 | -0,25 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 208.991 | 8,14 | 5.072 | 7,71 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 5.234 | 2,45 | 127 | 2,42 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 532.688 | 1.130,54 | 12.928 | 1.126,57 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 24.935 | 0,24 | 608 | 0,17 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 54.710 | 0,73 | 1.328 | 0,30 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 13.833 | 0,65 | 336 | 0,30 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 92.219 | 10,28 | 2.238 | 9,87 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 129.000 | 67,53 | 3.131 | 66,84 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 1.521.242 | 73,36 | 36.921 | 72,64 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 1.101.683 | 6,22 | 26.738 | 5,78 |
