Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Schwab Strategic Trust - Schwab U.S. TIPS ETF eröffnet haben, gehören VestGen Advisors, LLC, Valley Forge Investment Consultants Inc Adv, Veratis Advisors, Inc., Bauman Advisory Group, LLC, Goldstone Financial Group, LLC, Capital Square, LLC, LifeWealth Investments, LLC, Stark Wealth Management LLC, JMN Financial LLC, DGS Capital Management, LLC, Hsbc Holdings Plc, Gambit Capital Management, LLC, Surience Private Wealth Llc, Canandaigua National Corp, Plancorp, LLC, Boomfish Wealth Group, LLC, Compass Ion Advisors, LLC, Hippocratic Financial Advisors, LLC, Integrity Alliance, Llc., und Asset One Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Pfc Capital Group, Inc. | 81.404 | 5,91 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 170.267 | 56,02 | 4.531 | 56,75 | ||||
| 2026-05-06 | 13F | Aspetuck Financial Management LLC | 12.400 | 2,48 | 330 | 2,81 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 38 | 1 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 69.514 | 6,98 | 1.850 | 7,44 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 10.817 | 2,84 | 288 | 3,24 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 107.695 | 11,01 | 2.866 | 11,52 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 430.154 | 8,73 | 11.446 | 9,23 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 20.443 | 320,38 | 543 | 323,44 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 8.857 | 236 | ||||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 33.793 | 4,54 | 899 | 5,02 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 982.470 | 8,73 | 26 | 13,04 | ||||
| 2026-05-13 | 13F | WealthCollab, LLC | 151.745 | 8,89 | 4.038 | 9,37 | ||||
| 2026-04-20 | 13F | Surience Private Wealth Llc | 15.461 | 411 | ||||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 929.663 | 3,86 | 24.738 | 4,33 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 101 | 13,48 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 24 | 1 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 81.461 | 2.168 | ||||||
| 2026-05-15 | 13F | State Street Corp | 2.858.748 | 5,86 | 76.071 | 6,34 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 437.230 | 672,01 | 11.635 | 674,05 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 392 | 2,08 | 10 | 0,00 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 8.055.215 | 5,52 | 214.349 | 6,00 | ||||
| 2026-05-08 | 13F | Alps Advisors Inc | 139.680 | 15,27 | 3.717 | 15,76 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 70.060 | 81.365,12 | 1.864 | 93.100,00 | ||||
| 2026-05-11 | 13F | Commerce Bank | 197.564 | 66,07 | 5.257 | 66,84 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 165.226 | 2,69 | 4.397 | 3,14 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1.154 | 31 | ||||||
| 2026-04-21 | 13F | Hippocratic Financial Advisors, LLC | 9.688 | 258 | ||||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 79 | 464,29 | 2 | |||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 31.991 | 0,98 | 851 | 1,07 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 45.967 | 8,95 | 1.223 | 9,49 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 16.002 | 28,97 | 426 | 29,57 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 673 | 128,91 | 18 | 142,86 | ||||
| 2026-05-08 | 13F | Joseph Group Capital Management | 1.039.010 | 4,12 | 27.648 | 4,60 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 32.383 | 13,66 | 861 | 13,76 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 100.961 | 2,79 | 2.687 | 3,27 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 40.891 | 69,19 | 1.083 | 66,36 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 96.957 | 3,73 | 2.580 | 4,20 | ||||
| 2026-04-20 | 13F | Cushing Capital Partners, LLC | 56.051 | 3,14 | 1.492 | 3,61 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 925.889 | 12,50 | 24.638 | 13,01 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 12.308.877 | 4,10 | 326.062 | 2,32 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 101 | 3 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 318 | 1,93 | ||||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 92.688 | 3,68 | 2.466 | 3,70 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 194 | 1.285,71 | 5 | |||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 118.297 | 9,07 | 3.148 | 9,54 | ||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 464.199 | 116,23 | 12.352 | 117,24 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 11.692 | 17,14 | 310 | 15,30 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 532.751 | 35,03 | 14 | 40,00 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 1.770 | 47 | ||||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 44.594 | 25,14 | 1.187 | 25,77 | ||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 34.711 | 16,92 | 924 | 17,43 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 262.584 | 189,43 | 6.987 | 190,76 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 10.392.695 | 15,06 | 276.550 | 15,58 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 7.609 | 202 | ||||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 352.559 | 3,87 | 9.459 | 5,21 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 175.353 | 17,06 | 4.666 | 17,59 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 24.621 | 22,84 | 655 | 23,58 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 314.714 | 8,29 | 8.375 | 8,78 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 12.354 | 329 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 53.720 | 1.430 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 8.590 | 172,01 | 229 | 174,70 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 30.977 | 1,84 | 824 | 2,36 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 8.555 | 6,86 | 228 | 7,08 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 53.127.493 | 6,97 | 1.413.723 | 7,45 | ||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 16.811 | 18,19 | 447 | 18,88 | ||||
| 2026-05-07 | 13F | Van Strum & Towne Inc. | 236.262 | 1,68 | 6.287 | 2,14 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 96 | 3 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 12.884.098 | 760,29 | 342.459 | 763,23 | ||||
| 2026-04-22 | 13F | Boomfish Wealth Group, LLC | 11.044 | 294 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 19.506 | 6,34 | 519 | 7,01 | ||||
| 2026-05-12 | 13F | Goodwin Investment Advisory | 8.537 | 11,00 | 227 | 11,82 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 351.224 | 2,56 | 9.346 | 3,03 | ||||
| 2026-05-08 | 13F | Prudent Man Advisors, LLC | 26.856 | 61,38 | 715 | 62,27 | ||||
| 2026-04-21 | 13F | WT Wealth Management | 21.031 | 7,22 | 560 | 7,71 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 162 | 4 | ||||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 256.408 | 12,24 | 6.823 | 12,76 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 12.562 | 9,05 | 335 | 9,84 | ||||
| 2026-04-27 | 13F | Marotta Asset Management | 507.609 | 0,21 | 13.482 | 0,48 | ||||
| 2026-04-21 | 13F | VCI Wealth Management LLC | 391.470 | 11,21 | 10.417 | 11,71 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 204.170 | 3,50 | 5.433 | 3,96 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 322.298 | 1.886,92 | 9 | |||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 43.999 | 33,24 | 1.171 | 33,87 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 76.286 | 2.030 | ||||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 79.274 | 90,65 | 2.109 | 210.800,00 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 83.390 | 70,00 | 2.219 | 70,82 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 225.684 | 5,59 | 6.005 | 6,08 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 20.254 | 7,95 | 539 | 8,25 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 6.384 | 170 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 9.424.927 | 10,08 | 249.666 | 10,08 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 83.932 | 0,49 | 2.233 | 0,95 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 91.364 | 1.966,59 | 2.431 | 1.977,78 | ||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 1.887 | 3,23 | 50 | 4,17 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 39.057 | 1.039 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 123.521 | 7,77 | 3.287 | 8,23 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 207.312 | 13,66 | 5.516 | 14,16 | ||||
| 2026-05-15 | 13F | Hayek Kallen Investment Management | 27.260 | 1 | ||||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 29.200 | 3,33 | 777 | 3,88 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 5.389 | 78,56 | 143 | 81,01 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 414.871 | 310,35 | 11.040 | 312,21 | ||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 13.015 | 3,88 | 346 | 4,53 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 814 | 22 | ||||||
| 2026-05-14 | 13F | Kilter Group LLC | 1.636 | 266,00 | 44 | 290,91 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 21.697 | 15,71 | 577 | 16,33 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 10.732 | 9,22 | 286 | 9,62 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 3.487 | 4,43 | 93 | 4,55 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 159.625 | 0,72 | 4.248 | 1,17 | ||||
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 68.214 | 11,53 | 1.815 | 12,04 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 3.808 | 10,92 | 101 | 12,22 | ||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 389.009 | 3,10 | 10.352 | 3,56 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 629 | 17 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 144.457 | 1.623,62 | 3.844 | 1.631,53 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 39.217 | 1.044 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 220.910 | 335,20 | 5.878 | 337,35 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 77.678 | 2.080 | ||||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 75.633 | 13,65 | 2.013 | 14,19 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 143.728 | 17,34 | 3.825 | 17,88 | ||||
| 2026-04-21 | 13F | FSA Investment Group, LLC | 121.817 | 0,85 | 3.242 | 1,31 | ||||
| 2026-04-21 | 13F | Family Wealth Group, LLC | 10.022 | 267 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 3.733 | 78,61 | 99 | 80,00 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 311.931 | 35,79 | 8 | 33,33 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 8 | 0 | ||||||
| 2026-05-06 | 13F | M. Kulyk & Associates, LLC | 45.359 | 10,29 | 1.207 | 10,84 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 456 | 12 | ||||||
| 2026-04-08 | 13F | Seed Wealth Management, Inc. | 221.860 | 3,40 | 5.904 | 3,87 | ||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 12.868 | 10,40 | 342 | 11,04 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 211 | 6 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 452.436 | 108,99 | 12.039 | 109,96 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 186.242 | 0,91 | 4.956 | 1,37 | ||||
| 2026-04-16 | 13F | Strategic Advisory Partners, Llc | 96 | 3 | ||||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 61.917 | 1,21 | 1.648 | 1,60 | ||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 226.832 | 2,92 | 6.036 | 3,37 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.070.864 | 8,05 | 28.496 | 8,54 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 798 | 4.100,00 | 21 | |||||
| 2026-05-05 | 13F | Westover Capital Advisors, LLC | 403.651 | 3,11 | 10.741 | 3,58 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 19.254 | 30,73 | 512 | 31,28 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 70.452 | 1.890 | ||||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 72.567 | 2,20 | 1.931 | 2,71 | ||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 12.590 | 335 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 225.438 | 1.363,79 | 5.999 | 1.373,71 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 1.579.745 | 51,70 | 42.038 | 52,39 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 29.116 | 16,55 | 775 | 17,10 | ||||
| 2026-04-21 | 13F | Financial Architects, LLC | 1.521.680 | 6,07 | 40.492 | 6,55 | ||||
| 2026-04-17 | 13F | ZynergyRetirementPlanningLLC | 451.841 | 6,54 | 12.023 | 7,02 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 112.684 | 19,56 | 2.999 | 20,11 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 10.831 | 2,14 | 0 | |||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 55.316 | 0,76 | 1.472 | 1,17 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 149.348 | 5,98 | 3.974 | 6,46 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 223.954 | 938,55 | 5.959 | 943,61 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 392.285 | 106,04 | 10.419 | 106,60 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 77.972 | 3,30 | 2.075 | 3,75 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 77.578 | 15,15 | 2.064 | 15,70 | ||||
| 2026-05-15 | 13F | JMN Financial LLC | 22.575 | 601 | ||||||
| 2026-04-10 | 13F | ALM First Financial Advisors, LLC | 569.652 | 19,92 | 15.158 | 20,46 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 7.682 | 204 | ||||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 19.257 | 512 | ||||||
| 2026-04-07 | 13F | Myecfo, Llc | 26.488 | 3,92 | 705 | 4,30 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 394.348 | 7,43 | 10.494 | 7,92 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 30.494 | 4,54 | 811 | 5,05 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 24.504 | 125,20 | 652 | 125,61 | ||||
| 2026-04-13 | 13F | Bank of New Hampshire | 1.463 | 39 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 5.994.839 | 19,26 | 159.523 | 19,80 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 19.723 | 7,88 | 525 | 8,26 | ||||
| 2026-05-07 | 13F | AlphaCentric Advisors LLC | 4.948 | 13,15 | 132 | 13,91 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 259.361 | 7,04 | 6.902 | 7,53 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 8.435 | 224 | ||||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 1.723.223 | 4,06 | 45.855 | 4,53 | ||||
| 2026-05-15 | 13F | Nepc Llc | 7.947.486 | 4,96 | 211.483 | 5,43 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 1.485.989 | 9,05 | 39.542 | 9,40 | ||||
| 2026-05-01 | 13F | Brightwater Advisory LLC | 399.148 | 9,03 | 10.621 | 9,53 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 685 | 18 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 20.051 | 400.920,00 | 534 | |||||
| 2026-05-05 | 13F | Covestor Ltd | 19.288 | 1,40 | 1 | |||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 11.141 | 27,25 | 296 | 28,14 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 131 | 89,86 | 3 | 200,00 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 324.890 | 3,51 | 8.645 | 3,98 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 20.227 | 542 | ||||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 1.267.000 | 1.764,88 | 33.715 | 1.774,04 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 128.493 | 3.419 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 436.792 | 7,63 | 12 | 10,00 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 11.854 | 0,08 | 314 | -1,57 | ||||
| 2026-05-14 | 13F | Signet Investment Advisory Group, Inc. | 312.002 | 3,35 | 8.302 | 3,81 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 36.130 | 177,26 | 964 | 179,13 | ||||
| 2026-04-30 | 13F | Hyposwiss Advisors SA | 62.236 | 1,38 | 1.656 | 1,85 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 12.380 | 0,19 | ||||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 16.798 | 20,77 | 447 | 21,20 | ||||
| 2026-05-14 | 13F | Betterment LLC | 48.718 | 7,72 | 1 | 0,00 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 8.065.801 | 14,05 | 214.389 | 14,43 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 14.982 | 6,01 | 399 | 6,42 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.316 | 69,81 | 35 | 70,00 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 2.340 | 178,57 | 62 | 181,82 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 67 | 2 | ||||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 119.355 | 3,73 | 3.176 | 4,23 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 87.880 | 8,92 | 2.338 | 9,41 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 8.270 | 221 | ||||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 780 | 21 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 168.216 | 408,11 | 4.476 | 410,96 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 31.489 | 66.897,87 | 838 | 83.600,00 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 2.116 | 382,00 | 0 | |||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 17.804 | 90,11 | 474 | 90,73 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 422.223 | 112,73 | 11.235 | 113,72 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 12.523 | 333 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 249.529 | 199,57 | 6.621 | 195,05 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 20.735 | 124,67 | 552 | 125,82 | ||||
| 2026-04-14 | 13F | Tran Capital Management, L.p. | 104.633 | 2,69 | 2.784 | 3,15 | ||||
| 2026-05-13 | 13F | State Farm Mutual Automobile Insurance Co | 295.152 | 44,85 | 7.854 | 45,51 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 28 | 1 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 54.213 | 3,21 | 1.443 | 3,67 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 32.133 | 0,90 | 855 | 1,42 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 46.435 | 1,65 | 1.236 | 2,07 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 351.526 | 5,94 | 9.354 | 6,42 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 70.060 | 6.298,17 | 1.864 | 6.327,59 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 210.016 | 15,26 | 5.589 | 15,79 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 29 | 1 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 156.144 | 4.155 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 124.222 | 106,64 | 3.306 | 107,60 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 204.939 | 4,05 | 5.453 | 4,52 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 340 | 9 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 67.468 | 1,56 | 1.795 | 2,05 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 3.730 | 5.728,12 | 99 | 9.800,00 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 29.313 | 780 | ||||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 2.341.905 | 6,13 | 62.318 | 6,61 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 11.155 | 298 | ||||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 25.370 | 675 | ||||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 6.121.252 | 2,77 | 162.887 | 3,23 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 18.950 | 0,69 | 504 | 1,20 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 8.072 | 0,35 | 215 | 0,47 | ||||
| 2026-05-07 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 480.724 | 28,61 | 12.792 | 29,20 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 6.496 | 148,22 | 173 | 149,28 | ||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 10.000 | 266 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 315.562 | 7,27 | 8.397 | 7,76 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 176.930 | 5,41 | 4.708 | 5,89 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 7.917 | 3,15 | 212 | 3,94 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 12.513 | 143,92 | 332 | 145,93 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 12.817 | 20,43 | 341 | 21,35 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 304 | 7.500,00 | 8 | |||||
| 2026-04-29 | 13F | Cambridge Capital Management, Llc | 297.813 | 6,05 | 7.925 | 6,53 | ||||
| 2026-05-05 | 13F | Mount Lucas Management LP | 33.769 | 9,36 | 899 | 9,91 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 9.456 | 252 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 3.687.349 | 3,97 | 98.120 | 4,44 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 67.944 | 13,06 | 1.796 | 12,82 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 91.203 | 1,92 | 2.427 | 2,36 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 17.140 | 2,15 | 456 | 2,70 | ||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 29.018 | 1,35 | 772 | 1,85 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 37.200 | 990 | ||||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 4 | 0 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 5.960.319 | 9,54 | 158.604 | 10,04 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 3.408.054 | 434,27 | 90.688 | 436,71 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 114.248 | 2,03 | 3.040 | 2,49 | ||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 497 | 13 | ||||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 7.926 | 211 | ||||||
| 2026-04-09 | 13F | Dorato Capital Management | 265.696 | 5,49 | 7.094 | 5,90 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 312 | 8 | ||||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 179.494 | 33,22 | 4.776 | 33,82 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4.307.790 | 19,79 | 114.630 | 20,33 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 1.347 | 36 | ||||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 3.550 | 1,63 | 94 | 2,17 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 692.714 | 4,95 | 18.433 | 5,43 | ||||
| 2026-05-07 | 13F | West Family Investments, Inc. | 609.276 | 12,68 | 16.998 | 12,93 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1.489.544 | 39,67 | 39.637 | 40,30 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 244.696 | 10,38 | 6.511 | 10,88 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 30.201 | 7,72 | 803 | 8,09 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 21.761 | 5,32 | 576 | 3,60 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 583.344 | 0,39 | 15.523 | 0,84 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 28.943 | 770 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 112.167 | 16,78 | 2.985 | 17,30 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 8.086 | 215 | ||||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 220.447 | 3,06 | 5.866 | 3,53 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 1.260 | 5,00 | 34 | 6,45 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 225.583 | 5.976 | ||||||
| 2026-05-01 | 13F | Keener Financial Planning LLC | 19.980 | 1 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 54.384 | 50,64 | 1.447 | 51,36 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 7 | 0 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 287.970 | 2.654,90 | 7.663 | 2.676,09 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 10.891 | 0,71 | 290 | 1,05 | ||||
| 2026-05-11 | 13F | Jasper Ridge Partners, L.P. | 6.442.984 | 9,18 | 171.448 | 9,67 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.150.693 | 29,98 | 30.620 | 30,57 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 542.117 | 4,32 | 14 | 7,69 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 886 | 349,75 | 24 | 360,00 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 7.415 | 236,74 | 199 | 241,38 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 7 | 0 | ||||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 82.247 | 0,34 | 2.189 | 0,78 | ||||
| 2026-05-04 | 13F | Nwam Llc | 45.278 | 4,98 | 1.205 | 4,97 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 176 | 1.366,67 | 5 | |||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 27.619 | 17,64 | 735 | 18,20 | ||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 20.063 | 5,02 | 534 | 5,34 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 20.449 | 144,61 | 546 | 145,50 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 568 | 1.675,00 | 15 | |||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 479.071 | 2,77 | 12.748 | 3,24 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 399 | 1,53 | 11 | 0,00 | ||||
| 2026-05-11 | 13F | Municipal Employees' Retirement System of Michigan | 16.188.586 | 6,17 | 431 | 6,70 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 154.127 | 4.083 | ||||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 22.575 | 601 | ||||||
| 2026-05-12 | 13F | SGL Investment Advisors, Inc. | 42.119 | 39,13 | 1.131 | 40,20 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 9.303 | 19,39 | 248 | 19,90 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 110 | 3 | ||||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 9.883 | 13,87 | 263 | 14,41 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 9.918 | 12,99 | 264 | 13,36 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.521.078 | 6,95 | 40.476 | 7,43 | ||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 1.941.538 | 5,67 | 51.664 | 6,19 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 800.295 | 39,82 | 21.155 | 39,53 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 229.367 | 1,49 | 6.103 | 1,94 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 2.687.120 | 39,08 | 71.504 | 39,72 | ||||
| 2026-05-15 | 13F | ARGI Investment Services, LLC | 5.648.682 | 27,55 | 150.311 | 28,13 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 27.465 | 19,23 | 731 | 19,67 | ||||
| 2026-04-21 | 13F | SWS Partners | 52.670 | 13,54 | 1.402 | 14,09 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 1.070.411 | 3,15 | 28.484 | 3,61 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 14.247 | 13,42 | 379 | 14,16 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 230.333 | 3,27 | 6.129 | 3,74 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 982.911 | 7,50 | 26.155 | 7,99 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 0 | 0 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 344.008 | 12,68 | 9.154 | 13,19 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 1.517.207 | 1,17 | 40.373 | 1,63 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 27.080 | 1,78 | 720 | 2,13 | ||||
| 2026-05-05 | 13F | Golden Bell Financial Planning LLC | 401.701 | 5,94 | 10.689 | 6,42 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 25.360 | 655 | ||||||
| 2026-05-11 | 13F | Kondo Wealth Advisors, Inc. | 14.566 | 0,99 | 388 | 1,31 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 9.796.222 | 5,43 | 260.677 | 5,91 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 320.496 | 0,04 | 8.528 | 0,49 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 330.938 | 2,38 | 8.806 | 2,84 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 360.327 | 26,05 | 9.588 | 26,62 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 2.435 | 259,14 | 65 | 255,56 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 1.242 | 1,14 | 33 | 3,13 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 1.949.070 | 23,17 | 51.865 | 23,72 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 125.058 | 1,52 | 3.328 | 1,96 | ||||
| 2026-05-14 | 13F | Gambit Capital Management, LLC | 18.546 | 494 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 3.231.274 | 1,06 | 86.004 | 1,54 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 373.441 | 4,78 | 9.937 | 5,26 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 10.626 | 27,43 | 283 | 28,18 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 8.475 | 7,71 | 226 | 7,66 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 2 | 0 | ||||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 10.664 | 0,53 | 284 | 0,71 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 636.178 | 0,62 | 16.929 | 2,25 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 89.245 | 7,01 | 2.375 | 5,65 | ||||
| 2026-04-22 | 13F | Silver Coast Investments LLC | 410.406 | 3,73 | 10.921 | 4,20 | ||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 37.139 | 988 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 336.215 | 3,60 | 8.947 | 4,07 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 13.556 | 14,10 | 361 | 14,65 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 16.421 | 2,33 | 437 | 2,59 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 10 | 0 | ||||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 294.046 | 18,02 | 7.825 | 18,55 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 361.429 | 2,84 | 10 | 0,00 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 971 | 212,22 | 26 | 212,50 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 40.668 | 29,86 | 1.082 | 28,96 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 8.011 | 3,21 | 213 | 3,90 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 633.703 | 8,72 | 16.863 | 9,21 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 1.755.485 | 21,76 | 46.713 | 22,31 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 135.838 | 1,40 | 3.615 | 1,86 | ||||
| 2026-04-24 | 13F | Williams Financial, LLC | 216.064 | 0,07 | 5.749 | 0,52 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 1 | 0 | ||||||
| 2026-04-28 | 13F | Fischer Financial Services, Inc. | 61.410 | 1,03 | 1.634 | 1,49 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 1.961 | 52 | ||||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 16 | 0 | ||||||
| 2026-05-11 | 13F | Capital Square, LLC | 39.503 | 1.063 | ||||||
| 2026-04-30 | 13F | First Horizon Corp | 3.766 | 5.974,19 | 100 | 9.900,00 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 537.336 | 8,54 | 14.299 | 9,04 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 34.174 | 90,82 | 905 | -3,10 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 283 | 732,35 | 8 | |||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 119.247 | 11,19 | 3.173 | 11,73 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 559 | 205,46 | 15 | 250,00 | ||||
| 2026-05-05 | 13F | Sherman Asset Management, Inc. | 60.821 | 11,25 | 1.618 | 11,74 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 118.384 | 34,25 | 3.150 | 34,90 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 26.300 | 8,20 | 706 | 9,13 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 218.530 | 76,45 | 5.815 | 77,29 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 23.034 | 28,39 | 613 | 28,84 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 225.230 | 5.993 | ||||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 474.900 | 12.637 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 107.255 | 1,00 | 2.854 | 1,28 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 618.527 | 8,42 | 16.459 | 8,91 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 497 | 13 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 27.352 | 8,08 | 728 | 8,51 | ||||
| 2026-05-04 | 13F | Riverpoint Wealth Management Holdings, LLC | 270.587 | 12,09 | 7.200 | 12,61 | ||||
| 2026-04-27 | 13F | ATLas Financial Planning LLC | 122.106 | 5,05 | 3.249 | 5,52 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 40.457 | 64,65 | 1.073 | 65,08 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 18.461 | 2,20 | 496 | 3,77 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 2.296 | 64,12 | 61 | 64,86 | ||||
| 2026-05-15 | 13F | M Wealth Management, LLC | 200.672 | 2,60 | 5.340 | 3,05 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 106.853 | 3,31 | 2.843 | 3,80 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 13.749 | 0,56 | 368 | 1,10 | ||||
| 2026-04-24 | 13F | Greenfield Seitz Capital Management, LLC | 9.376 | 249 | ||||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 75.260 | 1,15 | 2.003 | 1,62 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 1.520.694 | 7,07 | 40.466 | 7,55 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 154.831 | 0,93 | 4.120 | 1,40 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 141 | 4 | ||||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 9.092 | 2,21 | 242 | 2,55 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 236.978 | 41,96 | 6.306 | 42,58 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 9.279 | 10,39 | 247 | 10,31 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 2.265.508 | 5,81 | 60.285 | 6,29 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 3.327 | 101,15 | 89 | 104,65 | ||||
| 2026-05-06 | 13F | Tandemgrowth Financial Advisors Llc | 678.604 | 9,63 | 18.058 | 10,13 | ||||
| 2026-05-12 | 13F | Rakuten Investment Management, Inc. | 24.976 | 100,00 | 673 | 100,00 | ||||
| 2026-05-04 | 13F | Lincoln National Corp | 8.907.849 | 179,97 | 237.038 | 181,23 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 107.517 | 0,57 | 2.861 | 1,02 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 117.417 | 5,31 | 3.149 | 6,49 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 163.819 | 6,42 | 4.359 | 6,92 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 184.834 | 1,49 | 4.918 | 1,95 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 374.388 | 47,05 | 9.962 | 47,72 | ||||
| 2026-05-11 | 13F | Rebalance, Llc | 204.555 | 1,92 | 5.443 | 2,39 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 45.500 | 1.211 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 78.835 | 2.098 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 23.663 | 201,98 | 630 | 203,86 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 428.723 | 6,14 | 11.408 | 6,62 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 31.200 | 830 | |||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 9.185 | 244 | ||||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 76.674 | 1,56 | 2.040 | 1,90 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 98.100 | 3,20 | 2.610 | 3,65 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 8.396 | 223 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 16.708 | 19,32 | 445 | 20,00 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 69.372 | 25,39 | 1.846 | 25,51 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 2.420.974 | 34,73 | 64.422 | 35,34 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 40.955 | 6,43 | 1.090 | 6,87 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 48.629 | 1.294 | ||||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 10.013 | 266 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 75.359 | 2,94 | 129 | -93,40 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 164.853 | 4,79 | 4.387 | 5,26 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 66.306 | 2 | ||||||
| 2026-05-15 | 13F | Northeast Financial Group, Inc. | 379.803 | 186,09 | 10.107 | 187,43 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 272.664 | 8,23 | 7.256 | 8,72 | ||||
| 2026-05-08 | 13F | Opus Financial Solutions LLC | 22.306 | 26,59 | 594 | 27,25 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 5.875 | 0 | ||||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 623.971 | 0,84 | 16.604 | 1,29 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 53.728 | 1.430 | ||||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 37.296 | 2,72 | 992 | 3,23 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 45.335 | 212,12 | 1.206 | 214,06 |
