Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF eröffnet haben, gehören Stonehage Fleming Financial Services Holdings Ltd, Stillwater Private Wealth, LLC, LaSalle St. Investment Advisors, LLC, Seeds Investor Llc, Eurizon Asset Management Hungary Ltd., Toroso Investments, LLC, Garrison Bradford & Associates Inc, Cooper Financial Group, LFG Wealth Partners, LLC, Sentinel Trust Co Lba, Nikulski Financial, Inc., Madson Wealth Advisors Inc, Independence Bank of Kentucky, Signal Advisors Wealth, LLC, Envision Financial Transparency, LLC, Leo H. Evart, Inc., Tolleson Wealth Management, Inc., Toroso Investments, LLC, BLVD Private Wealth, LLC, und Main Street Financial Solutions, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Northland Securities, Inc. | 9.753 | 26,73 | 435 | 37,66 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 316.420 | 4,77 | 14.119 | 13,80 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 27.763 | 91,15 | 1.239 | 107,72 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 1.024.396 | 2,71 | 45.698 | 11,54 | ||||
| 2026-05-13 | 13F | Capital Wealth Alliance, LLC | 9.717 | 0,75 | 434 | -7,08 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 5.280 | 217 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 186.158 | 39,93 | 8.302 | 51,89 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 396 | 18 | ||||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 132.289 | 5.903 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 8.368 | 7,28 | 373 | 16,56 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 17.637 | 787 | ||||||
| 2026-04-28 | 13F | Encompass More Asset Management | 506.872 | 36,51 | 22.617 | 48,27 | ||||
| 2026-05-01 | 13F | First Business Financial Services, Inc. | 6.096 | 272 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 2.250 | 100 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 4.610 | 206 | ||||||
| 2026-05-14 | 13F | Harvest Fund Management Co., Ltd | 299.180 | 20,68 | 13 | 30,00 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 14.815 | 5,11 | 661 | 14,16 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 2.032 | 0 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 1.948 | 87 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 17.164 | 0,67 | 705 | 12,44 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 18.402 | 2,76 | 821 | 11,70 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 445.703 | 9,05 | 19.887 | 124.193,75 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 153.285 | 2,61 | 6.840 | 11,46 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 30.517 | 73,67 | 1.362 | 88,77 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 499.442 | 0,42 | 22.285 | 9,07 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 15.635 | 2,98 | 642 | 15,05 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 300.479 | 11,02 | 13.407 | 20,59 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 50.335 | 19,07 | 2.246 | 29,32 | ||||
| 2026-04-23 | 13F | BLVD Private Wealth, LLC | 8.215 | 367 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 1.700 | 76 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 6.353.639 | 45,47 | 273.206 | 52,27 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 141.751 | 6 | ||||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 7.678 | 2,96 | 343 | 11,76 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 8.448 | 6,24 | 0 | |||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 5.208 | 223 | ||||||
| 2026-02-13 | 13F | LFG Wealth Partners, LLC | 21.665 | 890 | ||||||
| 2026-05-11 | 13F | Seeds Investor Llc | 95.237 | 4.396 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 16.079 | 38,71 | 717 | 50,63 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 24.400 | 11,42 | 1.089 | 21,02 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.272.206 | 10,32 | 101.386 | 19,83 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 29.214 | 3,79 | 1.304 | 12,72 | ||||
| 2026-05-04 | 13F | Paragon Advisors, LLC | 7.876 | 0,40 | 351 | 9,01 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 123.129 | 24,13 | 5.494 | 34,86 | ||||
| 2026-05-07 | 13F | Metis Global Partners, LLC | 6.590.713 | 7,16 | 294.078 | 16,39 | ||||
| 2026-05-12 | 13F | Elite Financial, Inc. | 41.001 | 0,37 | 2 | 0,00 | ||||
| 2026-04-20 | 13F | Pegasus Asset Management, Inc. | 19.604 | 31,24 | 875 | 42,58 | ||||
| 2026-04-29 | 13F | Patron Partners Advisors, Llc | 7.787 | 37,70 | 347 | 49,57 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 102.278 | 6,41 | 4.564 | 15,58 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 75.300 | 209,88 | 3.360 | 236,57 | |||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 496.382 | 6,80 | 20.391 | 119.847,06 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 114 | 5 | ||||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 6.715 | 24,70 | 300 | 35,29 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 692.666 | 28,20 | 30.907 | 39,24 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 8.142 | 0,31 | 363 | 9,01 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 62.185 | 102,37 | 2.775 | 119,81 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 31.829 | 5,99 | 1.420 | 15,17 | ||||
| 2026-04-20 | 13F | Arta Finance Wealth Management LLC | 45.099 | 35,94 | 2.012 | 47,72 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 49.315 | 2,44 | 2.200 | 11,28 | ||||
| 2026-05-15 | 13F | Towarzystwo Funduszy Inwestycyjnych Pzu Sa | 13.450 | 80,54 | 600 | 96,08 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 455 | 20 | ||||||
| 2026-05-15 | 13F | Toroso Investments, LLC | Call | 8.300 | 370 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 36.479 | 62,28 | 1.499 | 81,14 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 62.901 | 2.807 | ||||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 4.776 | 236 | ||||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 125.915 | 60,58 | 5.623 | 67,25 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 82.580 | 882,86 | 3.685 | 967,83 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 953.728 | 3.435,60 | 42.555 | 3.740,70 | ||||
| 2026-05-06 | 13F | Gs Investments, Inc. | 123 | 5 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 36.882 | 1.646 | ||||||
| 2026-03-13 | 13F/A | Pensionmark Financial Group, Llc | Put | 23 | ||||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 95.737 | 4.272 | ||||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 6.899 | 308 | ||||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 33.798 | 20,84 | 1.508 | 21,61 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 663.505 | 5,61 | 29.606 | 14,71 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 7.404 | 330 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 44.616 | 28,36 | 1.991 | 39,45 | ||||
| 2026-05-14 | 13F | Cauble & Harre Wealth Management, Inc. | 41.747 | 8,74 | 1.875 | 18,83 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 5.932 | 265 | ||||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 15.489 | 30,12 | 691 | 41,31 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 116.000 | 12,29 | 5.176 | 21,97 | |||
| 2026-05-15 | 13F | Summit Financial, LLC | 14.810 | 661 | ||||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 7.113 | 317 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 28.089 | 68,93 | 1.253 | 83,46 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 200.999 | 13,41 | 8.969 | 23,19 | ||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 9.875 | 406 | ||||||
| 2026-05-12 | 13F | Cooper/haims Advisors, Llc | 17.002 | 75,84 | 759 | 90,93 | ||||
| 2026-01-14 | 13F/A | TABR Capital Management, LLC | 7.717 | 317 | ||||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 452 | 20 | ||||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | 35.900 | 22,95 | 1.602 | 33,53 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 24.514 | 191,07 | 1.113 | 222,32 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 25 | 1 | ||||||
| 2026-04-16 | 13F | Financial Designs Corp | 13.195 | 1,52 | 589 | 10,32 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | Call | 27 | -25,71 | |||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 9.736 | 12,15 | 427 | 19,94 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 275 | 266,67 | 12 | 300,00 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 7.888 | 324 | ||||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 121.677 | 1,69 | 5.429 | -3,60 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 28.189 | 7,18 | 1.258 | 16,39 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 7.832 | 3,08 | 349 | 11,86 | ||||
| 2026-05-07 | 13F | Allium Financial Advisors, Llc | 4.500 | 201 | ||||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 24.994 | 26.775,27 | 1.115 | 37.066,67 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 154.476 | 6,72 | 6.893 | 15,10 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 21.855 | 0,00 | 975 | 8,70 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 108 | 260,00 | 5 | 300,00 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 799 | 36 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 17.804 | 0,42 | 1 | |||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 4.661 | 208 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 11.351 | 506 | ||||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 9.863 | 2,07 | 440 | 11,11 | ||||
| 2026-02-03 | 13F | Alpha Cubed Investments, LLC | 9.618 | 14,26 | 395 | 27,83 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 6.726 | 300 | ||||||
| 2026-04-28 | 13F | China Universal Asset Management Co., Ltd. | 276.500 | 35,87 | 12.337 | 47,59 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 53.157 | 12,96 | 2.372 | 22,66 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 300 | 13 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 36.236 | 61,20 | 1.617 | 95,41 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 279 | 12 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 55.100 | 105,60 | 2.459 | 123,45 | |||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 2.893 | 119 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 304.581 | 3,69 | 13.590 | 12,62 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 321.585 | 375,04 | 14.349 | 416,15 | ||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 148.573 | 6.629 | ||||||
| 2026-05-01 | 13F | Sachetta, LLC | 3.165 | 8,21 | 141 | 17,50 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 620.280 | 8.327,72 | 27.677 | 9.064,24 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 68.430 | 2,43 | 3.053 | 11,26 | ||||
| 2026-05-11 | 13F | American Money Management, LLC | 18.513 | 2,15 | 826 | 11,02 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1.250 | 56 | ||||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 12.008 | 5,33 | 536 | 14,32 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 55.098 | 2,03 | 2.458 | 10,82 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 375 | 581,82 | 17 | 700,00 | ||||
| 2026-04-29 | 13F | Burney Co/ | 5.761 | 257 | ||||||
| 2026-04-21 | 13F | Xcel Wealth Management, LLC | 55.835 | 0,55 | 2.491 | 9,21 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 15.061 | 672 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 358.416 | 0,08 | 15.993 | 8,70 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 582.230 | 34,98 | 25.979 | 46,62 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 13.777 | 35,59 | 615 | 47,24 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 202.747 | 12,41 | 8.718 | 17,67 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3.087.356 | 2,00 | 137.758 | 10,79 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 38.626 | 96,99 | 1.587 | 119,97 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 430 | 19 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 128.748 | 30,34 | 5.286 | 45,35 | ||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 4.846 | 216 | ||||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 38.000 | 35,71 | 1.696 | 47,39 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 6.422 | 9,80 | 287 | 19,67 | ||||
| 2026-05-12 | 13F | Creative Planning | 81.159 | 2,80 | 3.621 | 11,66 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 85.404 | 0,42 | 3.811 | 9,08 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 5.806 | 0 | ||||||
| 2026-04-21 | 13F | Fulcrum Wealth Advisors, Llc | 300.863 | 6,55 | 13.425 | 15,73 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 24.659 | 0,99 | 1.100 | 9,67 | ||||
| 2026-05-14 | 13F | Seven Post Investment Office LP | 20.093 | 29,74 | 897 | 40,88 | ||||
| 2026-05-04 | 13F | Garrison Bradford & Associates Inc | 53.840 | 2.402 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 17.589 | 2,92 | 785 | 11,68 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 139.999 | 8,89 | 6.247 | 18,27 | ||||
| 2026-05-07 | 13F | Eurizon Asset Management Hungary Ltd. | 85.750 | 3.826 | ||||||
| 2026-05-01 | 13F | Avion Wealth | 100 | 0 | ||||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 12.950 | 578 | ||||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 22.718 | 1.014 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 7.565 | 338 | ||||||
| 2026-04-27 | 13F | Leelyn Smith, LLC | 25.013 | 46,03 | 1.116 | 58,75 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 147.800 | 198,59 | 6.595 | 224,35 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 18.592 | 8,62 | 830 | 17,92 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 24.476 | 7,48 | 1 | |||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 10.956 | 38,30 | 489 | 50,15 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 13.796 | 5,92 | 616 | 14,95 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 109 | 5 | ||||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 9.780 | 0,20 | 436 | 9,00 | ||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 21.024 | 1 | ||||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 100 | 4 | ||||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 12.503 | 0,97 | 558 | 9,65 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 14.800 | 660 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 3.963 | 177 | ||||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 31.732 | 54,02 | 1.416 | 67,26 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 209 | 9 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 237 | 92,68 | 11 | 100,00 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 50.405 | 497,71 | 2.249 | 550,00 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 26.281 | 1,86 | 1.173 | 10,67 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 170.278 | 979,90 | 7.598 | 1.074,19 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 5.739 | 1,29 | 256 | 10,34 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 20.116 | 898 | ||||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 9.673 | 1,74 | 432 | 10,51 | ||||
| 2026-04-22 | 13F | Tru Independence Asset Management 2, Llc | 15.987 | 14,19 | 713 | 24,00 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 2.751 | 3,77 | 123 | 12,96 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 211.594 | 2,73 | 9.441 | 11,58 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 4.697 | 210 | ||||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 517 | |||||||
| 2026-04-28 | 13F | Timber Creek Capital Management LLC | 262.701 | 13,37 | 11.722 | 23,13 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 4.580 | 204 | ||||||
| 2026-05-04 | 13F | Global View Capital Management LLC | 659.552 | 672,12 | 29.429 | 738,67 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 6.058 | 16,21 | 270 | 26,17 | ||||
| 2026-04-27 | 13F | Byrne Financial Freedom, Llc | 6.605 | 295 | ||||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 36.608 | 48,42 | 1.633 | 61,20 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 2.345 | 105 | ||||||
| 2026-05-13 | 13F | Franklin Resources Inc | 258.871 | 0,24 | 11.551 | 8,88 | ||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 11.074 | 0 | ||||||
| 2026-05-15 | 13F | Northeast Financial Group, Inc. | 9.670 | 8,01 | 431 | 17,44 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 31.526 | 1.407 | ||||||
| 2026-02-13 | 13F | Barclays Plc | 10.000 | 13,74 | 411 | 26,93 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 831 | 97,86 | 38 | 105,56 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1.800 | 4.290,24 | 80 | 8,11 | ||||
| 2026-05-01 | 13F | American Trust | 6.567 | 28,59 | 293 | 40,19 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 46.540 | 555,49 | 2.077 | 613,40 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 10.677 | 476 | ||||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 237.175 | 4,09 | 10.583 | 13,06 | ||||
| 2026-04-27 | 13F | GDS Wealth Management | 5.000 | 223 | ||||||
| 2026-04-28 | 13F | CAP Partners, LLC | 4.792 | 214 | ||||||
| 2026-05-11 | 13F | Jackson Wealth Management, LLC | 6.058 | 13,94 | 270 | 23,85 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 754.550 | 21,40 | 33.668 | 31,86 |
