Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF eröffnet haben, gehören Nicolet Bankshares Inc, TSG Advice Partners, LLC, Southern Michigan Bank & Trust, Financial Services Advisory Inc, Principal Financial Group Inc, Centerline Wealth Advisors, LLC, Stillwater Private Wealth, LLC, Summitpoint Capital Management, Elevation Capital Advisory, LLC, Blossom Wealth Management, Seeds Investor Llc, Brookwood Investment Group LLC, Grandview Asset Management LLC, Diversify Wealth Management, Llc, Evergreen Advisors, LLC, Spartan Wealth Advisory Services LLC, Rockwood Wealth Management, LLC, Archvest Wealth Advisors, Inc., Wealth Dimensions Group, Ltd., und Mount Yale Investment Advisors, 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 | Mariner, LLC | 9.175.772 | 0,80 | 279.825 | 3,81 | ||||
| 2026-04-27 | 13F | Schaeffer Financial LLC | 61.066 | 7,10 | 1.863 | 10,31 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 39.066 | 3,56 | 1.192 | 6,62 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1.024.923 | 1,85 | 31.260 | 4,91 | ||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 12.120 | 0,07 | 389 | 8,38 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 13.462 | 14,98 | 411 | 18,50 | ||||
| 2026-04-28 | 13F | Winthrop Capital Management, LLC | 1.412 | 130,72 | 0 | |||||
| 2026-05-21 | 13F/A | J. Derek Lewis & Associates Inc. | 37.379 | 2,94 | 1.140 | 6,05 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 8.419 | 0,95 | 257 | 4,07 | ||||
| 2026-04-07 | 13F | Barden Capital Management, Inc. | 126.613 | 2,57 | 3.862 | 5,67 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 653.802 | 531,96 | 19.941 | 545,93 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 620 | 0,32 | 19 | 0,00 | ||||
| 2026-04-22 | 13F | Motco | 8.094 | 247 | ||||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 153.518 | 91,89 | 4.682 | 97,72 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 84.717 | 1,46 | 2.584 | 4,49 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 4.306 | 0,28 | 131 | 3,15 | ||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 1.724.184 | 0,98 | 52.588 | 4,02 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 102.103 | 3 | ||||||
| 2026-05-01 | 13F | Bensler, LLC | 9.797 | 0,09 | 299 | 3,11 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 753.271 | 7,23 | 22.975 | 10,46 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 24.531 | 0,47 | 748 | 3,60 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 18.068 | 14,44 | 535 | 16,34 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 35.341.359 | 0,61 | 1.077.911 | 3,63 | ||||
| 2026-05-05 | 13F | Schwallier Wealth Management LLC | 14.236 | 0,41 | 434 | -1,59 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 24.301 | 0,67 | 741 | 3,78 | ||||
| 2026-05-07 | 13F | NWK Group, Inc. | 3.524 | 148,87 | 107 | 160,98 | ||||
| 2026-05-08 | 13F | NorthStar Asset Management LLC /NJ/ | 26.320 | 0,42 | 803 | 3,35 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 49.242 | 0,47 | 1.502 | 3,45 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 141.294 | 938,47 | 4.309 | 971,89 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 173.244 | 0,88 | 5.284 | 3,89 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 33.844 | 1,37 | 1.012 | 1,51 | ||||
| 2026-01-29 | 13F | Comerica Bank | 39.846 | 61,63 | 1.180 | 64,44 | ||||
| 2026-05-13 | 13F | Northern Capital Management, Inc. | 1.367.247 | 23,09 | 41.701 | 26,79 | ||||
| 2026-05-19 | 13F | Front Row Advisors LLC | 10.052 | 0,65 | 307 | 3,73 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 11.083 | 2,76 | 338 | 5,96 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 8.610 | 32,69 | 263 | 36,46 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 6.604 | 201 | ||||||
| 2026-05-12 | 13F | Vaughan David Investments Inc/il | 14.389 | 2,60 | 0 | |||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 25.369 | 9,16 | 774 | 12,35 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 1.189.268 | 3,42 | 35.214 | 5,19 | ||||
| 2026-05-11 | 13F | Lcnb Corp | 653.158 | 0,05 | 19.921 | 3,06 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 390.639 | 0,84 | 11.914 | 108.209,09 | ||||
| 2026-04-28 | 13F | Westbourne Investment Advisors, Inc. | 189.297 | 3,66 | 5.774 | 6,77 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 21.623 | 31,38 | 659 | 35,32 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 7.273 | 61,37 | 222 | 66,17 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 45.783.122 | 3,21 | 1.355.639 | 4,99 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 14.139 | 431 | ||||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 11.269 | 0,01 | 344 | 3,00 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 13.496 | 2,17 | 412 | 5,12 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 90.220 | 2.752 | ||||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 25.079 | 0,36 | 765 | 3,38 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 336.596 | 16,74 | 10.997 | 18,85 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 861 | 26 | ||||||
| 2026-04-23 | 13F | Seek First Inc. | 580.171 | 7,27 | 17.695 | 10,49 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 21.443 | 654 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 15.395 | 0,03 | 470 | 3,08 | ||||
| 2026-05-13 | 13F | IF Advisors, LLC | 9.680 | 295 | ||||||
| 2026-05-08 | 13F | Joseph Group Capital Management | 131.540 | 12,60 | 4.012 | 15,96 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 7.201 | 213 | ||||||
| 2026-05-07 | 13F | Coastwise Capital Group, LLC | 160.573 | 1,62 | 4.897 | 4,68 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 10.245 | 312 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 510.572 | 25,03 | 15.572 | 28,79 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 7.038 | 215 | ||||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 91.401 | 15,92 | 2.788 | 19,41 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 27.289 | 28,82 | 832 | 32,70 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 195.790 | 3,20 | 5.972 | 6,30 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 23.971 | 1,53 | 731 | 4,58 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 964.431 | 1,27 | 29.415 | 4,31 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 227.998 | 3,64 | 7.517 | 15,42 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 4.699 | 143 | ||||||
| 2026-05-07 | 13F | Van Strum & Towne Inc. | 49.433 | 13,18 | 1.508 | 16,55 | ||||
| 2026-05-13 | 13F | Geometric Wealth Advisors | 15.206 | 2,55 | 464 | 5,47 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 735 | 22 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 114.674 | 8,57 | 3.498 | 11,83 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.553.428 | 31,06 | 46.448 | 32,35 | ||||
| 2026-04-06 | 13F | Baring Financial LLC | 235.416 | 1,49 | 7.180 | 4,54 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 6.767 | 206 | ||||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 123 | 4 | ||||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 11.213 | 342 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 249.745 | 12,52 | 7.617 | 15,92 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 234.448 | 3,82 | 7.151 | 6,94 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 84.929 | 1,24 | 2.590 | 4,27 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 69.306 | 24,19 | 2.114 | 30,11 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 16.809 | 6,06 | 513 | 9,17 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 79.585 | 0,44 | 2.427 | 3,45 | ||||
| 2026-04-10 | 13F | Tounjian Advisory Partners, Llc | 17.319 | 0,47 | 528 | 3,53 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 18.857 | 0,77 | 558 | 2,57 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 25.851 | 0,59 | 788 | 3,68 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 68.531 | 8,65 | 2.090 | 11,94 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 6.467 | 38,78 | 197 | 43,80 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 8.754 | 10,63 | 267 | 13,68 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 127.583 | 1,96 | 3.891 | 5,02 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 34 | 1 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 2.549 | 0 | ||||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 1.012.162 | 30.871 | ||||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 6.727 | 205 | ||||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 23.689 | 244,67 | 723 | 255,67 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 20.728 | 26,49 | 632 | 30,31 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 18.224 | 24,71 | 558 | 29,17 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 60.304 | 759,77 | 1.839 | 788,41 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 8.132 | 248 | ||||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 23.276 | 10,46 | 710 | 13,80 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 65 | 2 | ||||||
| 2026-05-11 | 13F | Investments & Financial Planning, LLC | 19.216 | 9,11 | 586 | 12,48 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 73.208 | 2.233 | ||||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 944.929 | 1,12 | 28.820 | 4,16 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 3.668 | 11,86 | 112 | 14,43 | ||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 41.799 | 50,56 | 1.275 | 54,99 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 191.893 | 5,00 | 5.853 | 8,15 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 330 | 0,30 | 10 | 11,11 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 628.987 | 2,50 | 19.184 | 5,58 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 959 | 29 | ||||||
| 2026-04-13 | 13F | Thayer Financial, L.L.C. | 41.081 | 20,50 | 1.253 | 24,08 | ||||
| 2026-04-24 | 13F | Lederer & Associates Investment Counsel/ca | 67.888 | 1,78 | 2 | 100,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 28.251 | 27,17 | 862 | 31,05 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 1.232.457 | 4,85 | 37.590 | 8,00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 161.617 | 24,98 | 4.929 | 28,73 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 60.116 | 108,72 | 1.834 | 115,14 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 2.135.974 | 3,61 | 65.147 | 6,73 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 41.337 | 15,14 | 1.261 | 18,53 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 22.946 | 43,55 | 700 | 68,03 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 1.059.847 | 2,01 | 32.325 | 5,07 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 82.897 | 5,82 | 2.528 | 9,01 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 6.369 | 209 | ||||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 401 | 12 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 2.007 | 61 | ||||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 5.540 | 0,24 | 169 | 3,07 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 1.903 | 58 | ||||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 322.600 | 5,46 | 9.839 | 8,63 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2.657.597 | 0,02 | 81.057 | 3,03 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 327.265 | 9.982 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 204.566 | 9,85 | 6.239 | 13,17 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 38.598 | 3,33 | 1.177 | 6,42 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 16.120 | 9,91 | 492 | 13,13 | ||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 266.519 | 1,06 | 8.129 | 4,10 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 8.714 | 0,17 | 266 | 3,11 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 15.143 | 16,25 | 462 | 19,74 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 10.974 | 335 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1.048 | 32 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 5.065.538 | 7,29 | 154.499 | 10,51 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 1.193.258 | 36.394 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 13.922 | 9,98 | 425 | 13,37 | ||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 4.176 | 127 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 50.675 | 4,03 | 1.546 | 7,14 | ||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 1.001.625 | 30.550 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 18.286.178 | 10,08 | 557.728 | 13,39 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 24.425 | 50,93 | 745 | 48,50 | ||||
| 2026-05-07 | 13F | Resolute Advisors LLC | 20.099 | 0,47 | 613 | 3,55 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 67.944 | 0,85 | 2.072 | 3,91 | ||||
| 2026-04-07 | 13F | Myecfo, Llc | 74.940 | 2,74 | 2.286 | 5,84 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 3.520 | 1,44 | 107 | 4,90 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 568.613 | 11,96 | 17.411 | 15,77 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 56.604 | 6,16 | 1.726 | 9,38 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 2.098.265 | 3,09 | 63.997 | 6,19 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 307.225 | 9.370 | ||||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 21.543 | 30,86 | 657 | 34,91 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 446 | 0,45 | 14 | 0,00 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 120.739 | 25,01 | 3.683 | 28,79 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 121.572 | 3.867 | ||||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 3.081 | 0,26 | 0 | |||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 8.928 | 17,44 | 272 | 20,89 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 395.049 | 1,42 | 12.049 | 4,46 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 46.452 | 0,04 | 1.417 | 3,06 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 224.419 | 1,98 | 6.845 | 5,03 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 6.847 | 209 | ||||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 15 | 0 | ||||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 19.347 | 0,01 | 590 | 3,15 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 207.829 | 1,22 | 6.339 | 4,26 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 30.442 | 100,00 | 928 | |||||
| 2026-05-12 | 13F | Cadence Wealth Management LLC | 225.363 | 1,95 | 6.874 | 5,01 | ||||
| 2026-05-07 | 13F | Summitpoint Capital Management | 92.196 | 2.730 | ||||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 8.508 | 259 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 12.265 | 5,88 | 374 | 9,04 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 9.092 | 16,18 | 277 | 19,91 | ||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 17.254 | 526 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 136.341 | 2,32 | 4.158 | 5,40 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 6.612 | 0,46 | 202 | -2,90 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 2.872.287 | 0,49 | 91.339 | 3,45 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 27.031 | 41,34 | 824 | 45,58 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 8.799 | 0,42 | 268 | 3,47 | ||||
| 2026-05-11 | 13F | Eddie Patel Inc | 7.121 | 217 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 268.412 | 2,41 | 8.187 | 5,49 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 42.050 | 32,93 | 1.283 | 36,97 | ||||
| 2026-04-22 | 13F | Rainey & Randall Investment Management Inc. | 2.996.245 | 0,62 | 91.385 | 3,64 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 26.326 | 1.091,76 | 803 | 1.133,85 | ||||
| 2026-04-07 | 13F | JBGlobal.com LLC | 563.413 | 17.184 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 5.080 | 4,68 | 0 | |||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 119.878 | 253,77 | 3.656 | 264,51 | ||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 15.114 | 461 | ||||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 19.338 | 151,80 | 590 | 159,47 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 5.374 | 159 | ||||||
| 2026-04-08 | 13F | Wealth Science Advisors LLC | 477 | 14 | ||||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 65.657 | 5,76 | 2.093 | 7,50 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 2.276 | 69 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 651.288 | 139,80 | 19.285 | 143,92 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 1.728 | 53 | ||||||
| 2026-02-12 | 13F | Planning Project LLC | 285 | 8 | ||||||
| 2026-05-19 | 13F | Orographic Financial Advisors, LLC | 6.584 | 0 | ||||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 17.882 | 0,01 | 535 | 0,95 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 8.008 | 2.680,56 | 244 | 2.950,00 | ||||
| 2026-05-07 | 13F | Perissos Private Wealth Management, LLC | 7.676 | 0,30 | 234 | 3,54 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 8.350 | 10,39 | 247 | 12,27 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 31.411 | 0,17 | 958 | 3,23 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 11.920 | 4,31 | 364 | 7,40 | ||||
| 2026-05-26 | 13F | Serenity Investment Advisors | 961.436 | 8,50 | 32.025 | 19,00 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 8.928 | 0,38 | 272 | 3,42 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 8.960 | 0,11 | 273 | 3,02 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 1.168.407 | 2,92 | 35.636 | 6,01 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 124.988 | 28,90 | 3.753 | 30,72 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 278.431 | 8,48 | 8.492 | 11,74 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 17.416 | 531 | ||||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 24.822 | 0,47 | 757 | 3,56 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 6.606 | 201 | ||||||
| 2026-05-07 | 13F | Dakota Wealth Management | 161.128 | 0,48 | 4.914 | 3,50 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 6.738 | 206 | ||||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 26.162 | 74,12 | 798 | 70,66 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 59.342 | 942,37 | 1.810 | 976,79 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 730.681 | 4,37 | 22 | 5,00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 18.496 | 11,37 | 1 | |||||
| 2026-05-07 | 13F | Grandview Asset Management LLC | 39.209 | 1.308 | ||||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 28.111 | 7,40 | 857 | 10,72 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 86.890 | 24.036,11 | 2.661 | 26.500,00 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 7.943 | 0,03 | 242 | 2,98 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 8.215 | 0,34 | 251 | 3,31 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 49.566 | 200,16 | 1.507 | 208,61 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 456 | 14 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 3.873.113 | 234,31 | 118.130 | 244,36 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 35.100 | 3,59 | 1.071 | 6,68 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 2.253 | 69 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 4.571 | 139 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 2.724.680 | 10,01 | 83.103 | 13,31 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 643.115 | 2,26 | 19.615 | 5,34 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 10.249 | 21,33 | 313 | 24,80 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 1.726.176 | 52.648 | ||||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 312.957 | 27,33 | 9.544 | 31,15 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 576 | 18 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 804.791 | 0,26 | 24.546 | 3,28 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 144.057 | 1.326,59 | 4.394 | 1.374,16 | ||||
| 2026-05-15 | 13F | Fmr Llc | 263.670 | 16,56 | 8.042 | 20,07 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 21.298 | 32,46 | 650 | 36,34 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 284.473 | 130,20 | 8.676 | 137,11 | ||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 14.031 | 0,04 | 428 | 2,89 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 18.754 | 0,33 | 572 | 3,25 | ||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 7.757 | 0,47 | 237 | 3,51 | ||||
| 2026-05-01 | 13F | Cdkv Holdings Llc | 334.842 | 3,37 | 10.213 | 6,47 | ||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 127.459 | 3.888 | ||||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 198.395 | 0,57 | 5.874 | 2,30 | ||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 9.636 | 0,04 | 294 | 2,81 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 7.890 | 0,19 | 241 | 3,00 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2.876 | 88 | ||||||
| 2026-04-28 | 13F | Blossom Wealth Management | 50.093 | 1.528 | ||||||
| 2026-04-21 | 13F | Claro Advisors LLC | 7.528 | 230 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 82.818 | 2,94 | 2.526 | 6,00 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 114.452 | 115,16 | 3.491 | 121,59 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 221.640 | 84,54 | 6.760 | 90,10 | ||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 9.014 | 4,24 | 275 | 7,03 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 851.664 | 1,13 | 25.976 | 4,16 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 22.762 | 2,24 | 694 | 5,31 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 9.246 | 282 | ||||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 1.411.012 | 3,29 | 43.036 | 6,39 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 687.339 | 1,03 | 20.964 | 4,07 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 44.234 | 0,89 | 1.412 | 4,67 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 21.275 | 649 | ||||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 693.268 | 1,62 | 21.145 | 4,67 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 48.151 | 6,18 | 1.469 | 9,39 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 45.978 | 6,30 | 1.475 | 6,27 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 76.791 | 2.342 | ||||||
| 2026-05-01 | 13F | FLC Capital Advisors | 13.833 | 2,19 | 422 | 5,25 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 100.373 | 87,58 | 3.061 | 93,24 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 17.326 | 1,70 | 528 | 1,54 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 76 | 111,11 | 2 | 100,00 | ||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 1.703.484 | 3,37 | 51.956 | 3,44 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 29.671 | 4,87 | 905 | 8,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3.312.316 | 1,87 | 101.026 | 4,93 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 152.077 | 47,93 | 4.638 | 52,37 | ||||
| 2026-05-12 | 13F | SGL Investment Advisors, Inc. | 22.031 | 37,34 | 724 | 43,94 | ||||
| 2026-04-21 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 43.048 | 0,42 | 1.313 | 3,39 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 8.301 | 0,46 | 253 | 3,69 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 2.905 | 0,48 | 92 | 4,55 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 4.183 | 253,59 | 128 | 262,86 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 346 | 11 | ||||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 49.977 | 28,54 | 1.524 | 32,41 | ||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 2.900 | 628,64 | 88 | 700,00 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 10.452 | 0,20 | 319 | 3,25 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 6.506 | 193 | ||||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 22.894 | 698 | ||||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 12.687 | 0,45 | 387 | 3,49 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 256.598 | 1,13 | 7.826 | 4,18 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 59.073 | 15,15 | 1.802 | 18,56 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 9.185 | 280 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 58.560 | 0,08 | 1.734 | 1,76 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 536.086 | 13,97 | 16.350 | 17,40 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 47.703 | 35,79 | 1.455 | 39,81 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 8.399 | 15,93 | 256 | 19,63 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 9.598 | 7,61 | 293 | 10,61 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 85.056 | 0,66 | 2.729 | 9,07 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 9.806 | 17,95 | 299 | 21,54 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 8.953 | 0,08 | 0 | |||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 20.093 | 5,64 | 613 | 10,67 | ||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 8.381 | 0,47 | 256 | 3,24 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 48.389 | 0,40 | 1.476 | 3,36 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 17.267 | 1,71 | 527 | 4,78 | ||||
| 2026-05-12 | 13F | Hrc Wealth Management, Llc | 1.308.559 | 1,66 | 39.911 | 4,72 | ||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 295.797 | 109,10 | 9.022 | 115,40 | ||||
| 2026-04-27 | 13F | Financial Services Advisory Inc | 404.692 | 12.343 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.176 | 21,61 | 35 | 21,43 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 7.338 | 224 | ||||||
| 2026-05-14 | 13F | Elgethun Capital Management | 79.741 | 1,90 | 2.432 | 4,96 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 38.363 | 0,63 | 1.170 | 3,72 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 216.463 | 68,51 | 6.602 | 73,60 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 206.324 | 6.293 | ||||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 4.768 | 0,27 | 145 | 3,57 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 55.778 | 1,43 | 1.701 | 4,48 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1.103.286 | 16,86 | 33.854 | 21,09 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 23.542 | 0,16 | 718 | 3,31 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 12.394 | 0,06 | 378 | 3,28 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 7.470 | 228 | ||||||
| 2026-05-15 | 13F | Carret Asset Management, Llc | 18.283 | 1,39 | 558 | 4,50 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 12.350 | 23,91 | 377 | 27,46 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 4.741 | 0,15 | 145 | 2,86 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 10.812 | 0,32 | 330 | 3,13 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 386.852 | 2.568,68 | 11.799 | 2.650,12 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 43.525 | 1.328 | ||||||
| 2026-04-14 | 13F | Twin Cities Retirement Group LLC | 68.061 | 0,08 | 2.076 | 3,08 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 32.710 | 0,15 | 998 | 3,10 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 3.704 | 369,46 | 113 | 386,96 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 228.772 | 3,10 | 6.978 | 6,19 | ||||
| 2026-02-25 | 13F | Kw Wealth Management Llc | 6.819 | 202 | ||||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 10.500 | 0 | ||||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 32.223 | 0,80 | 983 | 3,81 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 10.619 | 0,33 | 324 | 3,19 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 601.671 | 0,64 | 18.351 | 3,67 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 36 | 2,86 | 1 | 0,00 | ||||
| 2026-04-24 | 13F | Essex LLC | 8.176 | 9,14 | 249 | 12,67 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 18.134 | 1,25 | 553 | 4,34 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 28.246 | 28,48 | 899 | 33,23 | ||||
| 2026-04-21 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 475.103 | 16,19 | 14.491 | 19,68 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 185.789 | 5.667 | ||||||
| 2026-04-14 | 13F | Arnold Financial Planning LLC | 239.403 | 15,31 | 7.302 | 18,77 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 14.547 | 72,36 | 444 | 77,91 | ||||
| 2026-04-07 | 13F | Carolina Wealth Advisors, LLC | 581 | 2,83 | 18 | 6,25 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3.035.400 | 9,72 | 92.580 | 13,02 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 20.090 | 28,76 | 613 | 32,47 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 29.448 | 0,87 | 898 | 3,94 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 4.630 | 0,54 | 141 | 3,68 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 271.819 | 36,19 | 8.290 | 40,29 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 174 | 5 | ||||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 386.127 | 8,53 | 11.777 | 11,79 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 45.339 | 1.442 | ||||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 8.899 | 0,38 | 271 | 3,44 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 10.608 | 324 | ||||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 10.353 | 316 | ||||||
| 2026-04-08 | 13F | Warner Financial, Inc | 158.880 | 5,99 | 4.846 | 121.050,00 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 30.825 | 0,26 | 940 | 3,30 | ||||
| 2026-04-10 | 13F | Lwm Advisors Inc | 11.515 | 0,05 | 351 | 3,24 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 116.878 | 2,69 | 3.565 | 5,76 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 35.602 | 140,80 | 1.086 | 148,28 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 53.209 | 1,06 | 1.623 | -3,22 | ||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 13.631 | 0,12 | 0 | |||||
| 2026-04-17 | 13F | Murphy & Mullick Capital Management Corp | 102.375 | 6,50 | 3.122 | 9,70 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 499 | 15 | ||||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 28.063 | 0,28 | 856 | 3,26 | ||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 155.878 | 264,79 | 4.754 | 275,81 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 143.095 | 0,88 | 4.364 | 3,90 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 30.705 | 5,43 | 936 | 8,58 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 120 | 4 | ||||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 12.247 | 0,14 | 374 | 3,04 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.015.979 | 0,98 | 30.987 | 4,02 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 4 | 0 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 256.953 | 30,88 | 7.837 | 34,82 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 93.687 | 35,14 | 2.857 | 39,23 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 875.261 | 922,20 | 25.916 | 939,97 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 8.887 | 271 | ||||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 64.282 | 144,66 | 1.903 | 3,37 | ||||
| 2026-04-13 | 13F | Cascade Investment Advisors, Inc. | 15.574 | 4,36 | 475 | 7,71 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 82.007 | 2,26 | 2.501 | 5,35 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 36.787 | 1.175 | ||||||
| 2026-05-11 | 13F | TD Capital Management LLC | 4.473 | 0,47 | 136 | 3,82 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 811.887 | 33,54 | 24.763 | 37,55 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 9.187 | 280 | ||||||
| 2026-04-28 | 13F | Hillcrest Wealth Advisors - NY, LLC | 8.188 | 1,20 | 250 | 4,18 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 14.787 | 4,45 | 451 | 7,40 | ||||
| 2026-04-28 | 13F | Q3 Asset Management | 124.398 | 4 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 79.875 | 30,78 | 2.436 | 34,73 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 1.526 | 95,64 | 0 | |||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 20.318 | 2,03 | 620 | 5,45 | ||||
| 2026-04-20 | 13F | New Hampshire Trust | 197.233 | 20,43 | 6.016 | 24,05 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 28.863 | 0,25 | 880 | 3,29 | ||||
| 2026-04-23 | 13F | Lighthouse Wealth Management Inc. | 250.135 | 24,97 | 7.629 | 28,74 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 1.329.056 | 3,44 | 40.536 | 6,55 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 50.098 | 11,78 | 1.484 | 11,76 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 5.504 | 0,09 | 168 | 3,09 | ||||
| 2026-05-11 | 13F | Womack Financial LLC | 22.621 | 1,56 | 690 | 4,55 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 7.639 | 8,71 | 233 | 11,54 | ||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 48.588 | 0,04 | 1.482 | 2,99 | ||||
| 2026-05-08 | 13F | Payne Capital Management, LLC | 543.690 | 2,65 | 16.583 | 5,73 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 162.248 | 0,46 | 4.949 | 3,47 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 63.007 | 20,46 | 1.922 | 24,10 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 38.942 | 0,47 | 1.188 | 3,49 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 29.250 | 86,20 | 892 | 91,01 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 282.816 | 0,00 | 8.626 | 3,01 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 22.082 | 177,80 | 673 | 183,97 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 7.300 | 223 | ||||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 147.374 | 1,01 | 4.495 | 4,03 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 41.508 | 801,76 | 1.364 | 860,56 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 54.297 | 12,40 | 1.763 | 18,01 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 36.014 | 4,09 | 1.098 | 7,23 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 577.350 | 4,34 | 17.609 | 7,48 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 79.860 | 4,29 | 2.436 | 7,41 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 885 | 27 | ||||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 34.883 | 0,46 | 1.033 | 2,18 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 127.735 | 0,41 | 3.896 | 3,43 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 10.217.486 | 0,29 | 311.633 | 3,31 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 163.711 | 13,55 | 4.993 | 16,96 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 718.686 | 22,77 | 21.920 | 26,46 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 9.380 | 278 | ||||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 831.467 | 3,50 | 25.360 | 6,61 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 1.244.250 | 7,17 | 37.950 | 10,39 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 188.619 | 353,98 | 5.753 | 367,64 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 310.926 | 53,06 | 9.483 | 57,68 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 35.922 | 223,24 | 1.096 | 232,83 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 27.085 | 20,32 | 826 | 24,02 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 62.018 | 2,44 | 1.892 | 5,52 | ||||
| 2026-04-16 | 13F | Friday Financial | 314.360 | 1,32 | 9.588 | 4,37 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 1.977.398 | 101,57 | 60.311 | 107,64 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 3.370 | 103 | ||||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 702 | 21 | ||||||
| 2026-05-06 | 13F | Zhang Financial LLC | 18.767 | 4,73 | 572 | 7,92 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 60.011 | 8,04 | 1.830 | 11,31 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 7.518 | 229 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 4.695 | 165,86 | 143 | 175,00 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 10.957 | 0,04 | 0 | |||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 10.450 | 0,49 | 319 | 3,58 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 42.939 | 0,01 | 1.310 | 2,99 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 247 | 8 | ||||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 261.732 | 2,54 | 7.983 | 5,62 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1.100.624 | 69,29 | 33.568 | 74,38 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 6.739 | 206 | ||||||
| 2026-05-01 | 13F | Midwest Trust Co | 1.138.230 | 3,78 | 34.716 | 6,90 | ||||
| 2026-05-08 | 13F | Everett Harris & Co /ca/ | 27.994 | 6,06 | 854 | 9,22 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 31.649 | 6,14 | 965 | 9,41 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 24.397 | 0,47 | 744 | 2,48 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 24.168 | 83,77 | 776 | 99,49 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 1.194.193 | 5,17 | 36 | -99,89 |
