Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF eröffnet haben, gehören TCG Advisory Services, LLC, Next Level Private LLC, Mpwm Advisory Solutions, Llc, Milestone Asset Management, Llc, Nomura Asset Management Co Ltd, Prota Financial, LLC, Vista Private Wealth Partners. LLC, Envision Financial Transparency, LLC, AMG Asset Management Group, Inc., Northstar Advisory Group, LLC, AssuredPartners Investment Advisors, LLC, Paragon Capital Management Ltd, Gotham Asset Management, LLC, Massar Capital Management, LP, WealthPlan Investment Management, LLC, Inspire Advisors, LLC, Sanchez Gaunt Capital Management, LLC, RCS Financial Planning, LLC, Sonoma Allocations LLC, und Midwest Financial Network, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-14 | 13F | XY Planning Network, Inc. | 11.433 | 42,97 | 1.309 | 37,21 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 2.034 | 228 | ||||||
| 2026-04-08 | 13F | StoneCrest Wealth Management, Inc. | 92.550 | 1,48 | 10.376 | -4,66 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 9.580 | 4,02 | 1.074 | -2,19 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 13.424 | 249,67 | 1.505 | 228,38 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 5.814 | 6,68 | 653 | -0,91 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 2.011 | 225 | ||||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 45 | 5 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 243.892 | 78,78 | 27.343 | 67,98 | ||||
| 2026-05-27 | 13F | Alpha Capital Advisors Inc /adv | 5.477 | 0,27 | 614 | -6,40 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 71 | 8 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 17.611 | 147,00 | 1.975 | 132,35 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 317.656 | 12.274,60 | 35.612 | 11.537,91 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 1.647 | 0,06 | 185 | -6,12 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 4.929 | 602,14 | 553 | 565,06 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.546.683 | 12,33 | 173.399 | 5,54 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 1.997 | 13,21 | 224 | 6,19 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 1.945 | 218 | ||||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 41 | 36,67 | 5 | 33,33 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 44.026 | 8,32 | 4.936 | 1,77 | ||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 4.897 | 5,74 | 549 | -0,72 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 4.729 | 57,16 | 530 | 47,63 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 2.985 | 52,76 | 335 | 43,35 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 14.600 | 6,09 | 1.637 | -1,15 | ||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 16.553 | 6,35 | 1.856 | -0,11 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 25.558 | 5,42 | 2.865 | -0,93 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 4.233 | 8,04 | 0 | |||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 76.156 | 7,02 | 8.538 | 0,55 | ||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 4.074 | 63,29 | 457 | 53,54 | ||||
| 2026-04-29 | 13F | Investment Insight Wealth Management, LLC | 16.878 | 219,78 | 1.892 | 200,79 | ||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 12.218 | 11,69 | 1.370 | 3,09 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 2.556 | 7,49 | 287 | 1,06 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 85.714 | 3,52 | 9.609 | -2,73 | ||||
| 2026-05-12 | 13F | Wood Tarver Financial Group, LLC | 10.964 | 1,52 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 11.177 | 6,30 | 1.253 | -0,08 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 16.027 | 18,83 | 1.797 | 11,62 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 3.197 | 12,45 | 358 | 5,60 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 22.379 | 213,48 | 2.957 | 251,49 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 4.091 | 124,16 | 459 | 111,06 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 461.741 | 38,95 | 50.935 | 28,46 | ||||
| 2026-04-27 | 13F | Pachira Investments Inc. | 60.910 | 2,63 | 6.829 | -3,57 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 131 | 15 | ||||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 13.932 | 6,69 | 1.562 | 0,19 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 1.800 | 202 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 166.082 | 51,11 | 18.619 | 41,98 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 11.269 | 3,27 | 1.263 | -2,55 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 84.334 | 9.455 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 8.702 | 22,81 | 976 | 15,38 | ||||
| 2026-05-14 | 13F | Migdal Insurance & Financial Holdings Ltd. | 47.506 | 6,81 | 5.326 | 106.400,00 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 1.740 | 206 | ||||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 3.675 | 5,82 | 412 | -0,48 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 39.350 | 7,50 | 4.412 | 1,01 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 7.243 | 87,93 | 812 | 76,91 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 70.539 | 2,25 | 7.908 | -3,92 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 29.242 | 7,18 | 3.278 | 0,71 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 437 | 49 | ||||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 33.715 | 6,62 | 3.780 | 0,16 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 4.158 | 34,78 | 466 | 26,63 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 587 | 110,39 | 66 | 96,97 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 3.904 | 45,35 | 438 | 36,56 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 13.711 | 5,44 | 1.537 | -0,90 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 3.481 | 5,61 | 390 | -0,76 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 5.034 | 63,92 | 564 | 54,10 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 21.116 | 40,79 | 2.367 | 32,31 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 2.300 | 258 | ||||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 3.935 | 441 | ||||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 3.550 | 0,37 | 398 | -5,92 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 9.485 | 58,29 | 1.132 | 56,00 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 145 | 0 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 98.727 | 2,40 | 12.747 | 12,12 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 9.490 | 180,52 | 1.064 | 163,77 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 7.228 | 810 | ||||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 300.003 | 34 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 10.657 | 26,39 | 607 | -39,64 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 8.454 | 23,43 | 948 | 16,34 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 34 | 277,78 | 4 | 200,00 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 15.279 | 47,95 | 1.823 | 45,84 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 137.342 | 7,04 | 15.397 | 0,57 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 114.165 | 7,60 | 12.799 | 1,11 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 790 | 2,46 | 94 | 1,08 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1.881 | 211 | ||||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 36.970 | 50,89 | 4.145 | 41,77 | ||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 24.440 | 2.740 | ||||||
| 2026-05-22 | 13F | Wellington Grp LLC | 458 | 43,57 | 51 | 34,21 | ||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 29.354 | 3,97 | 3.291 | -2,32 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 10.200 | 1.149 | ||||||
| 2026-05-13 | 13F | Invst, LLC | 310.790 | 1,29 | 34.843 | -4,83 | ||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 3.497 | 0,06 | 392 | -6,00 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 2.506 | 1,33 | 281 | -5,08 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 3.856 | 27,47 | 432 | 20,00 | ||||
| 2026-04-24 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 6.987 | 273,04 | 783 | 251,12 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 5.570 | 0,11 | 624 | -5,88 | ||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 4.598 | 8,42 | 516 | 1,78 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 3.472 | 389 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 288.988 | 3,28 | 32.398 | -2,96 | ||||
| 2026-05-08 | 13F | Capital Developers, LLC | 72.036 | 2,99 | 8.076 | -3,24 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 415 | 45,10 | 48 | 38,24 | ||||
| 2026-04-28 | 13F | Cobblestone Asset Management LLC | 43.970 | 3,17 | 4.929 | -3,07 | ||||
| 2026-04-20 | 13F | Cardinal Strategic Wealth Guidance | 64.652 | 2,86 | 7.248 | -3,35 | ||||
| 2026-04-23 | 13F | Eagle Wealth Advisors LLC | 3.541 | 20,32 | 397 | 12,82 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 4.806 | 11,02 | 539 | 4,26 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 5.075 | 35,15 | 569 | 26,79 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 2.901 | 325 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 380.048 | 20,50 | 45.347 | 119.234,21 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 759 | 0,26 | 85 | -5,56 | ||||
| 2026-05-15 | 13F | Fmr Llc | 12.375 | 28,79 | 1.387 | 21,03 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 5.038 | 25,98 | 565 | 18,24 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 78 | 9 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 74.569 | 3,68 | 8.360 | -2,59 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 2.736 | 22,47 | 307 | 15,04 | ||||
| 2026-04-27 | 13F | Fiduciary Planning LLC | 43.955 | 5,50 | 4.928 | -0,89 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 2.210 | 18,63 | 248 | 11,26 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 1.833 | 0,22 | 205 | -5,96 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.365.188 | 10,89 | 147.222 | 0,22 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 62.874 | 6,79 | 7.049 | 0,33 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 3.935 | 441 | ||||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 8 | 33,33 | 1 | |||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 37.127 | 26,62 | 4.162 | 18,98 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 431 | 48 | ||||||
| 2026-04-21 | 13F | Financial Architects, LLC | 5.800 | 48,72 | 650 | 39,78 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 13.457 | 5,84 | 1.509 | -0,59 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 16.554 | 3,70 | 1.856 | -2,57 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 89.397 | 0,38 | 10.022 | -5,68 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 2.951 | 39,73 | 352 | 38,04 | ||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 4.322 | 2,44 | 485 | -3,78 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 150 | 17 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 9 | 1 | ||||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 30.927 | 5,69 | 3.467 | -0,69 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 7.589 | 851 | ||||||
| 2026-01-22 | 13F | NRI Wealth Management LC | 166.619 | 1,69 | 19.881 | 0,23 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 20.688 | 16,08 | 2.319 | 9,08 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 141.074 | 20,27 | 15.816 | 12,50 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 6.414 | 719 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 81.000 | 148,47 | 9.081 | 133,48 | |||
| 2026-05-04 | 13F | Retirement Planning Group | 3.862 | 433 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 243.100 | 526,55 | 27.254 | 488,74 | |||
| 2026-05-14 | 13F | Gts Securities Llc | 5.713 | 51,66 | 640 | 42,54 | ||||
| 2026-05-04 | 13F | Mosaic Advisors LLC | 2.555 | 336 | ||||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 2.475 | 0,04 | 313 | 5,39 | ||||
| 2026-05-01 | 13F | Compass Financial Services Inc | 88.356 | 4,13 | 9.906 | -2,16 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 2.953 | 12,32 | 331 | 5,75 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 3.282 | 22,10 | 368 | 14,69 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 246.978 | 0,13 | 27.689 | -5,93 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 7.059 | 1,82 | 791 | -4,35 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 68.615 | 1,80 | 7.913 | -1,90 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 863 | 97 | ||||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 41 | 5 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 25.231 | 2,32 | 2.829 | -3,87 | ||||
| 2026-05-11 | 13F | Reliant Investment Partners, LLC | 9.658 | 5,12 | 1.083 | -1,28 | ||||
| 2026-05-01 | 13F | Legacy Financial Strategies, LLC | 44.261 | 8,50 | 4.962 | 1,95 | ||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 108.755 | 7,21 | 14.366 | 18,66 | ||||
| 2026-04-27 | 13F | Sierra Ocean, Llc | 130.761 | 4,17 | 14.660 | -2,13 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 138.814 | 7,58 | 17.810 | 17,31 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 7.575 | 56,25 | 849 | 46,89 | ||||
| 2026-05-11 | 13F | Bull Oak Capital, LLC | 175.441 | 11,07 | 19.669 | 4,36 | ||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 8.665 | 971 | ||||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 2.470 | 295 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 49.440 | 5,16 | 5.543 | -1,19 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 1.811 | 2,84 | 203 | -3,33 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 2.050 | 17,28 | 230 | 10,10 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 3.971 | 1,74 | 445 | -4,30 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 5.996 | 51,07 | 672 | 42,07 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 202.658 | 4,17 | 22.720 | -2,13 | ||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 33.590 | 6,05 | 3.766 | -0,37 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 4.641 | 379,94 | 520 | 352,17 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 507 | 60 | ||||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 66.973 | 24,71 | 7.508 | 17,17 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 43.228 | 2,34 | 4.846 | -3,85 | ||||
| 2026-04-20 | 13F | Threadgill Financial, Llc | 58.849 | 1,13 | 6.598 | -4,98 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 243.249 | 5,53 | 27.271 | -0,85 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 176 | 0,57 | 20 | -5,00 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 3.412 | 0,89 | 382 | -5,21 | ||||
| 2026-04-27 | 13F | Moran Wealth Management, LLC | 2.293 | 23,81 | 257 | 16,82 | ||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 274.253 | 13,51 | 31.565 | 10,01 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 757 | 85 | ||||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 2.809 | 6,64 | 309 | -2,53 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 64.241 | 226,99 | 7.202 | 207,25 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 5.203 | 583 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 55.500 | 16,01 | 6.222 | 9,00 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 5.819 | 2,14 | 666 | -1,91 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 46.429 | 116,84 | 5.205 | 103,80 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 25.079 | 18,50 | 2.812 | 140.450,00 | ||||
| 2026-05-14 | 13F | Pinnacle Family Advisors, LLC | 2.353 | 264 | ||||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 87.179 | 10,53 | 9.774 | 3,85 | ||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 92 | 10 | ||||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 575 | 64 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 11.804 | 401,02 | 1.544 | 445,23 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 42.601 | 2,78 | 4.776 | -3,42 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 23.199 | 15,03 | 2.601 | 8,06 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 353 | 35,77 | 40 | 25,81 | ||||
| 2026-04-22 | 13F | Vicus Capital | 43.130 | 1,27 | 4.835 | -4,84 | ||||
| 2026-04-23 | 13F | Daviman Financial, LLC | 36.698 | 9,13 | 4.114 | 2,54 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 60.774 | 3,36 | 7.252 | 1,87 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 165.964 | 6,22 | 18.606 | -0,19 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 102.886 | 44,42 | 11.535 | 35,69 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 4.989 | 15,73 | 559 | 8,75 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 52.600 | 31,83 | 5.897 | 23,87 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | 47.714 | 5.349 | ||||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 5.402 | 28,16 | 606 | 20,52 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 14.392 | 1,85 | 1.613 | -4,33 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 5.010 | 562 | ||||||
| 2026-04-28 | 13F | CAP Partners, LLC | 9.983 | 36,32 | 1.119 | 28,18 | ||||
| 2026-04-08 | 13F | Sharkey, Howes & Javer | 25.294 | 13,73 | 2.836 | 6,86 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 35.034 | 102,22 | 3.928 | 89,99 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 1.982 | 222 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 30.852 | 45,62 | 3.459 | 36,79 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 45.434 | 8,11 | 5.094 | 1,58 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 39.482 | 5,41 | 4.426 | -0,96 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 5.898 | 22,57 | 661 | 15,16 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1.608 | 12,13 | 180 | 5,26 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 22.069 | 5,35 | 2.474 | -1,00 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 51.515 | 4,55 | 5.775 | -1,75 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 15.382 | 18,71 | 1.724 | 11,51 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.224.459 | 23,92 | 137.274 | 16,43 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 5.182 | 0,45 | 581 | -5,69 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1.063.931 | 19,72 | 119 | 12,26 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 12.152 | 42,11 | 1.362 | 33,53 | ||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 64.457 | 2,31 | 7.226 | -3,87 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 391 | 44 | ||||||
| 2026-05-15 | 13F | Weaver Consulting Group | 17.834 | 3,32 | 1.999 | -2,91 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 3.201 | 359 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 52.256 | 11,47 | 5.858 | 4,74 | ||||
| 2026-04-08 | 13F | RDA Financial Network | 7.765 | 67,82 | 871 | 57,61 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 3.756 | 47,35 | 421 | 38,49 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 46.515 | 0,84 | 5.215 | -5,27 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 6.958 | 81,96 | 780 | 71,05 | ||||
| 2026-05-01 | 13F | TSA Wealth Managment LLC | 49.789 | 8,66 | 5.582 | 2,09 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 14.856 | 8,30 | 1.666 | 1,77 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 45.411 | 15,01 | 5.092 | 8,09 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 1.778 | 212 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 44.648 | 6,71 | 5.005 | 0,26 | ||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 34.414 | 3,66 | 3.858 | -2,60 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 2.030 | 0,10 | 228 | -5,81 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 39.336 | 28,35 | 4.410 | 20,60 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 15.764 | 10,79 | 1.767 | 4,12 | ||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 63.409 | 7,39 | 7.109 | 0,89 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 35.986 | 59,02 | 4.117 | 52,48 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 286.061 | 1,20 | 32.072 | -4,91 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 4.195 | 470 | ||||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 469 | 58,45 | 53 | 48,57 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 9.470 | 53,58 | 1.062 | 44,35 | ||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 21.600 | 2.422 | ||||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 3.332 | 374 | ||||||
| 2026-04-09 | 13F | Prota Financial, LLC | 18.601 | 2.085 | ||||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 35.580 | 205,67 | 4 | 200,00 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 130.158 | 0,20 | 16.699 | 7,74 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 1.158 | 1.967,86 | 130 | 2.050,00 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 2.491 | 18,62 | 279 | 11,60 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 23.844 | 8,89 | 3.018 | 17,84 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 5.735 | 643 | ||||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 4.429 | 497 | ||||||
| 2026-04-29 | 13F | Centerpoint Advisory Group | 74.300 | 14,07 | 8.330 | 7,18 | ||||
| 2026-05-07 | 13F | Planning Alternatives Ltd /adv | 744.409 | 22,94 | 83.456 | 15,51 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 32.976 | 17,52 | 3.697 | 10,39 | ||||
| 2026-04-30 | 13F | Mason & Associates Inc | 122.126 | 2,11 | 13.170 | -7,71 | ||||
| 2026-05-08 | 13F | Peachtree Investment Partners, LLC | 10.027 | 4,61 | 1.124 | -1,66 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 24.169 | 90,88 | 2.710 | 79,40 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 252.190 | 3.283,74 | 28.273 | 3.080,20 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 8.477 | 981 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 779 | 38.850,00 | 87 | |||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 12.032 | 3,79 | 1.349 | -2,53 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 31.306 | 3.510 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 6.361 | 713 | ||||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 77.475 | 3,64 | 8.686 | -3,07 | ||||
| 2026-05-04 | 13F | NBZ Investment Advisors LLC | 1.898 | 213 | ||||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 14.330 | 7,09 | 1.607 | 0,63 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 6.294 | 56,96 | 706 | 47,49 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 4.435 | 38,51 | 497 | 29,77 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 3.180 | 0,28 | 357 | -5,82 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 110.677 | 0,73 | 12.408 | -5,36 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 50.974 | 3,59 | 5.715 | -2,67 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 19.385 | 34,21 | 2.173 | 26,12 | ||||
| 2026-04-13 | 13F | Arwa Llc | 2.625 | 322 | ||||||
| 2026-05-15 | 13F | Ascent Group, LLC | 266.464 | 5,47 | 29.873 | -0,90 | ||||
| 2026-05-12 | 13F | Vista Cima Wealth Management LLC | 29.025 | 35,38 | 3.254 | 27,21 | ||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 47.022 | 16,68 | 5.272 | 9,63 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 5.095 | 19,15 | 571 | 11,96 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 2.347 | 0,30 | 263 | -5,73 | ||||
| 2026-04-24 | 13F | Peregrine Asset Advisers, Inc. | 3.282 | 3,14 | 368 | -3,17 | ||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 42.624 | 5,71 | 4.779 | -0,69 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 731 | 22,65 | 82 | 14,08 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 43.834 | 429,08 | 5 | |||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 22.812 | 67,39 | 2.557 | 57,26 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 762 | 1.072,31 | 85 | 1.114,29 | ||||
| 2026-04-22 | 13F | Sutton Place Investors Llc | 10.085 | 14,78 | 1.131 | 7,82 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 1.863 | 209 | ||||||
| 2026-03-31 | 13F | Sankala Group LLC | 3.212 | 17,31 | 358 | 9,48 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 101.659 | 12,95 | 11.397 | 6,12 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 25.137 | 27,83 | 2.818 | 20,12 | ||||
| 2026-05-07 | 13F | Legacy Capital Wealth Management, Llc | 139.331 | 3,87 | 15.620 | -2,41 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 6.307 | 6,41 | 707 | 0,00 | ||||
| 2026-04-23 | 13F | Manchester Financial Inc | Call | 11 | 0,00 | |||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 4.411 | 18,64 | 541 | 22,12 | ||||
| 2026-04-23 | 13F | Manchester Financial Inc | 145.509 | 27,65 | 16.313 | 19,93 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 1.854 | 0,32 | 208 | -5,91 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 711.104 | 22,57 | 84.508 | 22,08 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 2.713 | 304 | ||||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 32.556 | 12,22 | 3.650 | 5,43 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.210 | 0,92 | 136 | -5,59 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 187.566 | 8,00 | 21.028 | 1,48 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 10.988 | 126,88 | 1.232 | 113,34 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 92.133 | 0,04 | 10 | 0,00 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 111.534 | 296,65 | 12.504 | 272,70 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 562.480 | 6,76 | 63.060 | 0,31 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 162.175 | 16,97 | 19.351 | 15,29 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 104 | 12 | ||||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 5.061 | 589 | ||||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 2.203 | 25,38 | 247 | 17,70 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 32 | 4 | ||||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 29.094 | 33,86 | 3.262 | 25,76 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 610 | 68 | ||||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 15.199 | 39,07 | 1.704 | 30,67 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 85.321 | 8,68 | 9.565 | 2,11 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 6.792.814 | 2,54 | 761.542 | -3,66 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 9.710 | 39,93 | 1.089 | 31,56 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 354.176 | 4,74 | 39.707 | -1,59 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 247.209 | 3,48 | 27.715 | -2,77 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 10.656 | 66,21 | 1.195 | 56,28 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 650 | 8,33 | 73 | 1,41 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 6.894 | 49,19 | 773 | 40,11 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 42.463 | 50,74 | 4.760 | 41,62 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 60.362 | 44,34 | 6.767 | 169.075,00 | ||||
| 2026-04-28 | 13F | Investment Management Corp /va/ /adv | 6.678 | 1,00 | 749 | -5,08 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 3.633 | 29,98 | 407 | 22,22 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 5.907 | 149,77 | 662 | 134,75 | ||||
| 2026-05-14 | 13F | Betterment LLC | 42.638 | 22,34 | 5 | 0,00 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 321 | 119,86 | 36 | 105,88 | ||||
| 2026-01-29 | 13F | Comerica Bank | 4.039 | 3,99 | 482 | 2,34 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 2.147 | 241 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 344.380 | 15,62 | 38.608 | 8,63 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 239.034 | 58,55 | 28.522 | 56,27 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 68.631 | 5,18 | 7.694 | -1,18 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 19.196 | 92,31 | 2.152 | 80,69 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 10.352 | 2,32 | 1.161 | -3,89 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 4.391 | 492 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 66.589 | 29,06 | 7.465 | 21,26 | ||||
| 2026-05-04 | 13F | Hourglass Capital, Llc | 3.000 | 336 | ||||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 232.079 | 0,74 | 26.018 | -5,35 | ||||
| 2026-04-14 | 13F | Davidson Capital Management Inc. | 233.423 | 3.883,33 | 26.169 | 3.643,78 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 16.508 | 7,90 | 1.851 | 1,37 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 129 | 14 | ||||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 4.184 | 469 | ||||||
| 2026-05-07 | 13F | Stone Wealth Partners | 20.156 | 6,46 | 2.260 | 0,00 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 9 | 1 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 142.754 | 10,42 | 16 | 6,67 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 8.032 | 24,76 | 920 | 19,66 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 125.737 | 4.457,34 | 14.142 | 4.198,18 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 1.919 | 0,31 | 215 | -5,70 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 1 | 0 | ||||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 75.951 | 4,07 | 8.515 | -2,23 | ||||
| 2026-05-13 | 13F | J Hagan Capital, Inc. | 2.820 | 49,60 | 316 | 41,07 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 128.422 | 13,71 | 14.397 | 6,84 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3.127.907 | 16,59 | 350.670 | 9,54 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 145.804 | 13,38 | 16.695 | 8,80 | ||||
| 2026-04-27 | 13F | AMG Asset Management Group, Inc. | 10.001 | 1.121 | ||||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 2.843 | 319 | ||||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 2.745 | 9,32 | 308 | 2,68 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 656.268 | 5,32 | 74 | -1,35 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 8.238 | 42,62 | 1 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.351.256 | 2,24 | 151.489 | -3,94 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 46.418 | 7,70 | 5.204 | 1,19 | ||||
| 2026-05-12 | 13F | Vista Private Wealth Partners. LLC | 16.053 | 2.309 | ||||||
| 2026-05-08 | 13F | Curtis Wealth Management Llc | 29.300 | 3,57 | 3.285 | -2,29 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 13.163 | 491,60 | 1.476 | 448,33 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 2.406 | 270 | ||||||
| 2026-05-04 | 13F | Entelevest, LLC | 25.619 | 33,68 | 2.872 | 25,58 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 34.726 | 84,49 | 3.893 | 73,41 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 73.076 | 12,21 | 8.192 | 5,43 | ||||
| 2026-06-04 | 13F | Midwest Financial Network, LLC | 4.489 | 503 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 9.095 | 889,66 | 1.020 | 834,86 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 7.184 | 8,67 | 838 | 5,15 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 11.952 | 23,80 | 1.342 | 16,31 | ||||
| 2026-04-23 | 13F | Next Level Private LLC | 57.026 | 6.393 | ||||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 4.006 | 1,57 | 449 | -6,85 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 73.857 | 0,51 | 8.280 | -5,55 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 3.250 | 364 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 1.317 | 102,93 | 148 | 90,91 | ||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 150.151 | 5,47 | 16.833 | -0,91 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 40.069 | 15,33 | 4.492 | 8,37 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 32.802 | 43,72 | 3.677 | 35,03 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 55.845 | 5,85 | 6.261 | -0,56 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 7.634 | 15,91 | 856 | 8,92 | ||||
| 2026-04-20 | 13F | Eagle Capital Management, LLC | 75.110 | 1,38 | 8 | 0,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 69.615 | 44,11 | 7.805 | 35,42 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 17.603 | 159,52 | 1.973 | 143,88 | ||||
| 2026-04-23 | 13F | WMG Financial Advisors, LLC | 40.973 | 154,41 | 4.594 | 139,09 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 3.591.581 | 20,03 | 402.652 | 112.687,68 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 5.519 | 39,12 | 619 | 30,66 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 28.780 | 8,68 | 3.226 | 2,12 | ||||
| 2026-05-04 | 13F | Nwam Llc | 4.354 | 30,36 | 488 | 23,23 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 97.009 | 370,53 | 10.876 | 342,07 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 3.166 | 355 | ||||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 17.858 | 13,35 | 2.002 | 6,55 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 450 | 50 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 391 | 598,21 | 44 | 616,67 | ||||
| 2026-05-12 | 13F | Creative Planning | 61.263 | 23,10 | 6.868 | 15,66 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 5.359 | 40,47 | 601 | 31,87 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 78 | 9 | ||||||
| 2026-05-07 | 13F | Alpha Zero LLC | 95.683 | 6,44 | 10.727 | 0,01 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 13.896 | 1.558 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 170.157 | 14,69 | 19 | 11,76 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 3.737 | 103,98 | 419 | 91,74 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 32.147 | 387,52 | 3.604 | 358,52 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 18.141 | 427,51 | 2.527 | 511,86 | ||||
| 2026-04-28 | 13F | Hobbs Wealth Management, LLC | 39.493 | 1,31 | 4.428 | -4,82 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 119.291 | 11,89 | 13.374 | 5,13 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 227 | 6,57 | 0 | |||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 586.058 | 7,40 | 66 | 0,00 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 18.417 | 78,62 | 2 | 100,00 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 33.318 | 3.735 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 185.380 | 8,94 | 20.783 | 2,35 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 39.839 | 63.136,51 | 4.466 | 63.700,00 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 35.591 | 73,81 | 3.990 | 67,09 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 104.690 | 5,67 | 11.737 | -0,72 | ||||
| 2026-04-30 | 13F | ATX Financial Planning, LLC | 15.990 | 15,19 | 1.793 | 8,21 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 7.631 | 14,77 | 856 | 7,82 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 1.169 | 8,04 | 0 | |||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 14.056 | 1,87 | 1.576 | -4,31 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 35.080 | 34,53 | 3.933 | 26,39 | ||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 3.900 | 437 | ||||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 85.329 | 2,44 | 9.566 | -3,74 | ||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 14.255 | 2 | ||||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 49.436 | 0,78 | 5.542 | -5,30 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 402 | 0,25 | 45 | -4,26 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 212.872 | 5,78 | 23.865 | -0,61 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 18.298 | 0,26 | 2.051 | -5,79 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3.852 | 432 | ||||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 19.229 | 28,53 | 2.361 | 32,21 | ||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 6.273 | 20,15 | 703 | 13,02 | ||||
| 2026-05-11 | 13F | Strategic Wealth Designers | 3.956 | 444 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 53.548 | 7,77 | 6.003 | 1,25 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 7.050 | 116,46 | 790 | 103,61 | ||||
| 2026-05-15 | 13F | Massar Capital Management, LP | 6.538 | 733 | ||||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 252.266 | 1,58 | 28.282 | -4,56 |
