Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Short-Term National Muni Bond ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, TIAA Wealth Investment Management LLC, Bear Mountain Capital, Inc., Financial Solutions Advisory Group, Inc., Quent Long Short Global Small Cap Fund, LP, Avail Investment Partners, LLC, Sanchez Levi Garrett, Clear Wave Wealth Management Llc, Bravera Wealth, Rivernorth Capital Management, Llc, Jasper Ridge Partners, L.P., Veratis Advisors, Inc., Roan Capital Partners, Old Second National Bank Of Aurora, Chilton Investment Co Llc, Golden State Equity Partners, 1st Source Bank, Delos Wealth Advisors, LLC, Sun Financial Inc, und CWS Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 14.067 | 206,14 | 1.498 | 205,71 | ||||
| 2026-05-12 | 13F | Frisco Financial Planning LLC | 210 | 22 | ||||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 12 | 1 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 26.559 | 21,66 | 2.829 | 21,43 | ||||
| 2026-05-07 | 13F | Mullooly Asset Management, Inc. | 38.807 | 0,44 | 4.133 | 0,24 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 19 | 2 | ||||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 2.137 | 228 | ||||||
| 2026-05-01 | 13F | Midwest Trust Co | 12.317 | 18,39 | 1.312 | 18,11 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 77.533 | 8.248 | ||||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 4.648 | 0,43 | 0 | |||||
| 2026-05-13 | 13F | Mariner, LLC | 883.807 | 1,13 | 94.125 | 0,94 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 3.489 | 36,45 | 372 | 36,40 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 2.694 | 287 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 14.020 | 19,67 | 1.496 | 19,50 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 0 | 0 | ||||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 7.589 | 808 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 10.806 | 1.151 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 23.417 | 3,84 | 2.494 | 3,62 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 385.215 | 11,71 | 41.025 | 11,50 | ||||
| 2026-04-24 | 13F | Slow Capital, Inc. | 141.308 | 0,70 | 15.049 | 0,51 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 1.281.043 | 0,86 | 136.431 | 0,67 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 55.582 | 7,54 | 5.920 | 7,34 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 49.074 | 106,31 | 5.236 | 106,55 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 3.830 | 0,10 | 408 | -0,25 | ||||
| 2026-04-22 | 13F | Abundance Wealth Counselors | 123.854 | 5,44 | 13.190 | 5,24 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 39 | 4 | ||||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 2.838 | 29,65 | 302 | 29,61 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 34.116 | 5,57 | 3.633 | 5,37 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 3.180 | 38,74 | 339 | 38,52 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 3.152 | 1,38 | 336 | 1,21 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 2.780 | 47,87 | 296 | 48,00 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2.127 | 482,74 | 226 | 494,74 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 118.521 | 29,29 | 12.622 | 29,06 | ||||
| 2026-04-22 | 13F | Stone Point Wealth LLC | 25.865 | 2,15 | 2.755 | 1,96 | ||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 6.629 | 1,50 | 706 | 1,29 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 14.791 | 0,68 | 1.575 | 0,51 | ||||
| 2026-04-15 | 13F | Targeted Financial Services LLC | 2.403 | 256 | ||||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 70.943 | 29,34 | 7.555 | 29,10 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 2.121 | 226 | ||||||
| 2026-05-13 | 13F | IF Advisors, LLC | 42.500 | 13,70 | 4.526 | 13,49 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 14 | 1 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 10.038 | 1.069 | ||||||
| 2026-05-08 | 13F | Aspen Wealth Strategies, LLC | 6.050 | 0,67 | 644 | 0,47 | ||||
| 2026-04-21 | 13F | Wise Wealth Partners | 2.994 | 0,44 | 319 | 0,00 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 7.831 | 89,80 | 834 | 88,69 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 8.671 | 0,14 | 923 | 0,00 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 8.749 | 13,37 | 932 | 13,12 | ||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 71.736 | 6,55 | 7.640 | 6,35 | ||||
| 2026-04-28 | 13F | Unison Advisors LLC | 23.277 | 0,01 | 2.479 | -0,16 | ||||
| 2026-05-15 | 13F | Sun Financial Inc | 5.082 | 540 | ||||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 23.989 | 64,96 | 2.555 | 64,67 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 147.013 | 0,23 | 15.657 | 0,04 | ||||
| 2026-04-16 | 13F | Sterling Investment Counsel, LLC | 2.804 | 299 | ||||||
| 2026-05-13 | 13F | Adviser Investments LLC | 3.066 | 0,26 | 327 | 0,00 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 179.558 | 16,15 | 19.123 | 15,93 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 387.522 | 41.271 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 327.556 | 25,84 | 34.885 | 25,60 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 4.603 | 49,40 | 490 | 49,39 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 40.338 | 1,57 | 4.296 | 1,39 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 4.573 | 5,22 | 487 | 5,18 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 120.870 | 1,66 | 12.873 | 1,47 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 123.473 | 1,01 | 13.150 | 0,82 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 3.795 | 6,54 | 404 | 6,32 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 23.286 | 32,99 | 2.480 | 32,71 | ||||
| 2026-05-05 | 13F | Generations Wealth, LLC | 5.662 | 94,57 | 603 | 94,52 | ||||
| 2026-04-10 | 13F/A | WLTH Capital Management, LLC | 17.943 | 4,52 | 1.911 | 3,64 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 111.051 | 0,57 | 11.827 | 0,38 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1.453.960 | 4,39 | 154.847 | 4,20 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 1.604 | 171 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 10.534.007 | 26,51 | 1.121.872 | 26,28 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 55.496 | 5.910 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 10.504 | 1.119 | ||||||
| 2026-05-11 | 13F | White Pine Capital Llc | 8.514 | 1,07 | 907 | 0,89 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 2.587 | 266 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3.379 | 9,07 | 360 | 8,79 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 264 | 28,78 | 28 | 33,33 | ||||
| 2026-04-10 | 13F | IAM Advisory, LLC | 12.399 | 0,62 | 1.321 | 0,46 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 21.074 | 9,71 | 2.244 | 9,52 | ||||
| 2026-05-15 | 13F | Hayek Kallen Investment Management | 3.725 | 0 | ||||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 187.268 | 4,16 | 19.944 | 3,97 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 49.477 | 1,94 | 5.269 | 1,76 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 263.159 | 101,40 | 28.026 | 101,03 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 5.170 | 7,62 | 551 | 7,42 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 4.180 | 91,74 | 445 | 91,81 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 24 | 3 | ||||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 24.825 | 2,40 | 2.644 | 2,20 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 9.770 | 8,50 | 1.041 | 8,33 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 36.770 | 7,37 | 3.916 | 7,14 | ||||
| 2026-04-29 | 13F | Invested Advisors | 45.489 | 5,32 | 4.845 | 5,12 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 5.256 | 4,02 | 560 | 3,71 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 40.460 | 0,50 | 4.309 | 0,30 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 149.522 | 13,09 | 15.924 | 12,89 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 3.326 | 36,31 | 354 | 36,15 | ||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 6.532 | 6,02 | 696 | 5,78 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 213.298 | 56,61 | 22.699 | 56,20 | ||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 100.733 | 2,82 | 10.728 | 2,63 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 3.993 | 37,55 | 425 | 37,54 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 103.379 | 41,65 | 11.010 | 41,38 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 16.220 | 0,02 | 1.727 | -0,17 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 7.350 | 37,38 | 783 | 37,19 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 99.129 | 0,02 | 10.559 | -0,15 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 47.621 | 1,04 | 5.072 | 0,86 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 7.399 | 9,74 | 788 | 9,60 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 102.197 | 4,42 | 10.884 | 4,22 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 23.364 | 36,38 | 2.488 | 36,18 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.037.196 | 0,36 | 110.461 | 0,17 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 48.002 | 1,84 | 5.112 | 1,65 | ||||
| 2026-04-29 | 13F | Isthmus Partners, Llc | 3.472 | 370 | ||||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 24.466 | 5,24 | 2.606 | 5,04 | ||||
| 2026-05-05 | 13F | Cannon Wealth Management Services, LLC | 4.943 | 5,89 | 526 | 5,62 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 293 | 1.026,92 | 0 | |||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 4.952 | 527 | ||||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 94.282 | 10.060 | ||||||
| 2026-05-07 | 13F | Advisor Resource Council | 3.257 | 347 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 160 | 17 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 93.674 | 11,61 | 9.976 | 11,41 | ||||
| 2026-05-11 | 13F | Becker Capital Management Inc | 12.741 | 27,03 | 1.357 | 26,73 | ||||
| 2026-05-11 | 13F | CacheTech Inc. | 3.330 | 355 | ||||||
| 2026-04-24 | 13F | Mills Wealth Advisors LLC | 3.654 | 389 | ||||||
| 2026-05-11 | 13F | Investments & Financial Planning, LLC | 3.964 | 0,18 | 422 | 0,00 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 4.626 | 16,88 | 493 | 16,59 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 4.599 | 16,08 | 490 | 15,88 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 29.537 | 67,02 | 3.146 | 66,76 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 133.231 | 6,87 | 14.184 | 6,64 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 18.682 | 76,33 | 1.990 | 76,02 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 817.913 | 87.108 | ||||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 66.619 | 7,30 | 7.095 | 7,10 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 11.235 | 0,38 | 1.197 | 0,17 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 3.268 | 10,85 | 348 | 10,83 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 2.618 | 279 | ||||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 2.870 | 306 | ||||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 258.958 | 27.641 | ||||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 57.541 | 6.128 | ||||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 5.925 | 16,38 | 631 | 16,21 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 49.465 | 11,84 | 5.268 | 11,63 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 2.049 | 2,76 | 218 | 2,83 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 12.856 | 1.381 | ||||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 8.790 | 0,17 | 936 | 0,00 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 21.664 | 578,27 | 2.307 | 578,53 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 5.121 | 0,41 | 545 | 0,18 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 78.064 | 17,22 | 8.314 | 17,00 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 3 | 0 | ||||||
| 2026-05-11 | 13F | 1015 Capital Partners, LLC | 34.898 | 0,55 | 3.717 | 0,35 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 32.088 | 30,28 | 3.417 | 30,02 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 9.196.615 | 8,33 | 979.440 | 8,13 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 11.803 | 5,59 | 1.257 | 5,45 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 518.240 | 8,63 | 55.193 | 8,42 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 13.042 | 5,44 | 1.389 | 5,23 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 418.476 | 1,80 | 44.656 | 1,81 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 2.134 | 0,38 | 227 | 0,44 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 1.699 | 0,47 | 181 | 0,00 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 49.032 | 24,60 | 5.222 | 24,37 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 3.175 | 338 | ||||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 124.062 | 2,69 | 13.213 | 2,49 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 19.808 | 0,40 | 2.110 | 0,19 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 14.029 | 6,05 | 1.496 | 5,80 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 17.618 | 16,81 | 1.876 | 16,59 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 52.127 | 1,11 | 5.552 | 0,93 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 6.643 | 0,02 | 707 | -0,14 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 21.568 | 0,76 | 2.297 | 0,57 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 4.324 | -5,53 | ||||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 214 | 23 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 38.518 | 1.408,73 | 4.102 | 1.408,09 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 55.101 | 2,41 | 5.868 | 2,23 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2.914.733 | 147,20 | 310.419 | 146,74 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 86.348 | 5,36 | 9 | 12,50 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 28.542 | 7,08 | 3.040 | 6,86 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 17.478 | 2,81 | 1.861 | 2,59 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 18.069 | 1,06 | 1.924 | 0,89 | ||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 7.530 | 1,89 | 802 | 1,65 | ||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 3.194 | 6,82 | 340 | 6,58 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 32.447 | 5,45 | 3.456 | 5,24 | ||||
| 2026-05-12 | 13F | LeConte Wealth Management, LLC | 8.173 | 2,68 | 870 | 2,47 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 2.342 | 0,43 | 249 | 0,40 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 77.478 | 14,19 | 8.284 | 14,47 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 31.916 | 12,42 | 3.399 | 12,22 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 11.275 | 11,51 | 1.201 | 11,32 | ||||
| 2026-04-28 | 13F | Busey Wealth Management | 6.445 | 114,83 | 686 | 114,38 | ||||
| 2026-04-10 | 13F | Jacobson & Schmitt Advisors, Llc | 7.415 | 15,88 | 790 | 15,69 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 189 | 20 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 116.104 | 21,39 | 12.365 | 21,17 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 21.428 | 0,21 | 2.282 | 0,04 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 2.133 | 1,72 | 227 | 1,79 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 81.632 | 10,09 | 8.694 | 9,88 | ||||
| 2026-05-14 | 13F | C M Bidwell & Associates Ltd | 10.164 | 9,74 | 1.082 | 9,51 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 308.233 | 5,22 | 32.827 | 5,02 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1.296.728 | 3,54 | 138.101 | 3,34 | ||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 13.689 | 8,88 | 1.458 | 8,65 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 711.088 | 7,21 | 76.307 | 7,70 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 99.706 | 10.619 | ||||||
| 2026-05-04 | 13F | Brewster Financial Planning LLC | 27.438 | 10,50 | 2.922 | 10,31 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 5.964 | 10,94 | 635 | 10,82 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 175.251 | 0,56 | 18.673 | 0,41 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 372.808 | 227,70 | 39.704 | 227,10 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 945 | 101 | ||||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 3.862 | 95,84 | 411 | 95,71 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 48.573 | 2,51 | 5.173 | 2,33 | ||||
| 2026-04-08 | 13F | Shore Point Advisors, LLC | 11.946 | 10,43 | 1.272 | 10,23 | ||||
| 2026-04-28 | 13F | Pine Harbor Wealth Management, LLC | 49.963 | 0,25 | 5.321 | 0,08 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 30.049 | 478,64 | 3.200 | 477,62 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 28 | 3 | ||||||
| 2026-04-13 | 13F | Trust Co | 3.033 | 0,10 | 323 | -0,31 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 9.955 | 2,20 | 1.060 | 2,02 | ||||
| 2026-05-01 | 13F | Legacy Financial Strategies, LLC | 2.959 | 0,14 | 315 | 0,00 | ||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 13.286 | 1,47 | 1.415 | 1,29 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 3.456 | 368 | ||||||
| 2026-04-29 | 13F | Horst & Graben Wealth Management LLC | 3.225 | 0,62 | 344 | 0,58 | ||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 2.979 | 317 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 7.374 | 100,00 | 785 | 99,75 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 4.364 | 15,18 | 465 | 14,85 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 171.415 | 1,98 | 18.256 | 1,79 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 35.327 | 18,77 | 3.762 | 18,56 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 64.546 | 16,65 | 6.874 | 16,43 | ||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 9.751 | 1.038 | ||||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 222.273 | 39,62 | 23.672 | 39,36 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 35.821 | 8,82 | 3.815 | 8,60 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 2.994 | 13,15 | 319 | 12,77 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 2.544 | 0,83 | 271 | 0,37 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 2.706 | 23,45 | ||||||
| 2026-05-15 | 13F | Rivernorth Capital Management, Llc | 16.823 | 1.792 | ||||||
| 2026-04-28 | 13F | Quent Capital, LLC | 105.106 | 11,48 | 11.194 | 11,27 | ||||
| 2026-05-06 | 13F | White & Co Financial Planning Inc | 2.384 | 4,70 | 254 | 4,55 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3.894 | 415 | ||||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 22.298 | 5,10 | 2.375 | 4,90 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 6.697 | 713 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 85.703 | 1,36 | 9.127 | 1,16 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 22.375 | 56,18 | 2.383 | 55,89 | ||||
| 2026-05-04 | 13F | Evernest Financial Advisors, LLC | 15.231 | 7,36 | 1.625 | 6,77 | ||||
| 2026-05-04 | 13F | Sfam, Llc | 16.585 | 2,45 | 1.766 | 2,26 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 2.501 | 266 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 124.842 | 12,41 | 13.296 | 12,19 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 3.417 | 5,04 | 364 | 4,61 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 7.896 | 2,53 | 842 | 2,56 | ||||
| 2026-04-28 | 13F | O'Domhnaill Enterprises, Inc. | 40.132 | 425,84 | 4.274 | 425,06 | ||||
| 2026-05-15 | 13F | Wright Wealth Llc | 8.766 | 3,35 | 934 | 3,09 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 7.897 | 157,57 | 840 | 156,88 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 5.859 | 0,43 | 624 | 0,16 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 11.885 | 66,18 | 1.266 | 65,79 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 27.043 | 25,82 | 2.880 | 25,60 | ||||
| 2026-05-13 | 13F | Hill Island Financial Llc | 8.238 | 4,73 | 877 | 4,53 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 17.320 | 3,51 | 1.845 | 3,13 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 225.669 | 2,09 | 24.079 | 2,01 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 5.062 | 100,00 | 540 | 99,63 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 6.372 | 41,38 | 679 | 41,25 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 197.700 | 1,95 | 21.055 | 1,76 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 18.717 | 290,18 | 1.997 | 290,04 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 12.437 | 38,30 | 1.324 | 38,06 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 23.259 | 33,89 | 2.477 | 33,68 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 32.138 | 0,58 | 3.423 | 0,38 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 16.685 | 4,05 | 1.777 | 3,86 | ||||
| 2026-05-04 | 13F | Nwam Llc | 9.676 | 8,03 | 1.031 | 7,85 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 463 | 49 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 10.489 | 1,51 | 1.120 | 1,36 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 63.178 | 2,86 | 6.728 | 2,67 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 679.490 | 0,69 | 72.366 | 0,50 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 57.467 | 35,42 | 6 | 50,00 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 6.535 | 33,04 | 697 | 33,02 | ||||
| 2026-05-13 | 13F | Edgemoor Investment Advisors, Inc. | 10.173 | 6,88 | 1.083 | 6,70 | ||||
| 2026-05-14 | 13F | Sunesis Advisors, LLC | 3.275 | 349 | ||||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 195.954 | 3,87 | 20.869 | 3,68 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1.048.462 | 2,18 | 111.712 | 1,97 | ||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 3.657 | 389 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 249.190 | 12,70 | 26.581 | 12,58 | ||||
| 2026-05-13 | 13F | Avail Investment Partners, LLC | 45.005 | 5 | ||||||
| 2026-04-08 | 13F | Grove Bank & Trust | 115.406 | 1,50 | 12.291 | 1,31 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 2.504 | 267 | ||||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 5.332 | 0,38 | 568 | 0,18 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 1.931 | 206 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 3.921 | 26,20 | 418 | 25,98 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 4.803 | 5,31 | 512 | 5,14 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 45.908 | 7,45 | 4.889 | 7,26 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 663 | 71 | ||||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 38.236 | 4.072 | ||||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 34.315 | 1,65 | 3.655 | 1,47 | ||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 52.874 | 4,96 | 5.631 | 4,78 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 4.481 | 25,10 | 477 | 24,54 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 4.218 | 0,02 | 0 | |||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 12.604 | 1.342 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 96.695 | 309,71 | 10.298 | 308,98 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 53.560 | 2,97 | 5.704 | 2,79 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 2.906 | 0,03 | 309 | 0,00 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 29.969 | 13,40 | 3.192 | 13,20 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 275.400 | 9,02 | 29.330 | 8,82 | ||||
| 2026-05-01 | 13F | FLC Capital Advisors | 20.334 | 3,29 | 2.166 | 3,10 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 772 | 6,04 | 82 | 6,49 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 73.035 | 29,74 | 7.778 | 29,50 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 64 | 7 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 5.421 | 15,88 | 577 | 15,63 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 2.491 | 4,40 | 265 | 4,33 | ||||
| 2026-05-11 | 13F | Jasper Ridge Partners, L.P. | 13.521 | 1.440 | ||||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 512 | 0,39 | 55 | 0,00 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 7.093 | 24,33 | 755 | 24,18 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 7.633 | 38,58 | 813 | 38,33 | ||||
| 2026-04-21 | 13F | Shepherd Street Advisors LLC | 4.143 | 0,36 | 441 | 0,23 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 10.205 | 39,93 | 1.089 | 39,85 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 2.483 | 0,12 | 265 | 0,00 | ||||
| 2026-04-29 | 13F | Investment Research Partners LLC | 90.494 | 10,97 | 9.638 | 10,77 | ||||
| 2026-05-15 | 13F | Gross & Hartman Investments LLC | 276.655 | 0,31 | 29.464 | 0,12 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 9.211 | 0,68 | 983 | 0,92 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 20.530 | 2.186 | ||||||
| 2026-04-09 | 13F | IFG Advisors, LLC | 15.631 | 1,65 | 1.665 | 1,46 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 65.274 | 327,44 | 6.952 | 326,70 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 101.053 | 3,86 | 10.762 | 3,67 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 122.001 | 10,23 | 13 | 9,09 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 1.882 | 200 | ||||||
| 2026-05-08 | 13F | Truepoint, Inc. | 448.765 | 5,42 | 47.793 | 5,22 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 2.980 | 0,27 | 317 | 0,00 | ||||
| 2026-05-13 | 13F | Clear Wave Wealth Management Llc | 21.011 | 2.238 | ||||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 6.657 | 8,02 | 709 | 7,76 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 40.017 | 17,01 | 4.262 | 16,77 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 861.391 | 24,03 | 91.738 | 23,80 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 6.930 | 0,36 | 738 | 0,14 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 18.700 | 1.992 | ||||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 233.904 | 16,63 | 24.911 | 16,41 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 23.781 | 4,24 | 2.533 | 4,03 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 3.462 | 12,33 | 369 | 12,20 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 4.734 | 1,44 | 504 | 1,20 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 46.946 | 2,77 | 5.000 | 2,56 | ||||
| 2026-05-11 | 13F/A | First Affirmative Financial Network | 7.982 | 0,72 | 850 | 0,47 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 13.535 | 0,48 | 1.441 | 0,28 | ||||
| 2025-12-16 | 13F | Lindenwold Advisors | 46.816 | 7,21 | 4.999 | 7,67 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 3.650 | 10,61 | 389 | 10,23 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 251.628 | 2,56 | 26.798 | 2,37 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 77.564 | 2,42 | 8.261 | 2,23 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 11.492 | 89,20 | 1.224 | 88,73 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 54.036 | 9,25 | 5.755 | 9,04 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 231.380 | 8.799,23 | 24.642 | 8.795,67 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 26.301 | 2,98 | 2.801 | 2,79 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 271.256 | 3,76 | 28.889 | 3,56 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 91.727 | 15,24 | 9.787 | 15,15 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 103.354 | 2,42 | 11.007 | 2,24 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 119.192 | 21,84 | 13 | 20,00 | ||||
| 2026-05-07 | 13F | Washington Trust Bank | 3.185 | 63,17 | 339 | 62,98 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 23.425 | 2,23 | 2.495 | 2,05 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 547.619 | 6,17 | 58.431 | 6,09 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 3.080 | 0,85 | 329 | 0,61 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 11.248 | 146,50 | 1.198 | 146,30 | ||||
| 2026-04-08 | 13F | Safir Wealth Advisors, LLC | 23.056 | 2,06 | 2.455 | 1,87 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 17.771 | 141,49 | 1.893 | 141,02 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 187.832 | 6,51 | 20.004 | 6,31 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 4 | 0 | ||||||
| 2026-04-09 | 13F | Elmwood Wealth Management, Inc. | 75.696 | 20,23 | 8.062 | 20,01 | ||||
| 2026-04-23 | 13F | Capstone Capital Wealth Advisors | 3.957 | 8,95 | 421 | 8,79 | ||||
| 2026-05-14 | 13F | Guardian Asset Advisors, LLC | 3.681 | 60,95 | 392 | 61,32 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 2.165 | 228 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 241.506 | 52,39 | 25.720 | 52,11 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 103.173 | 41,81 | 10.988 | 41,55 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 2.800 | 0 | ||||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 6.564 | 42,45 | 699 | 42,36 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 35.611 | 1.895,01 | 3.793 | 1.895,79 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 145.078 | 42,96 | 15 | 50,00 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 111.488 | 0,54 | 11.874 | 0,35 | ||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 12.171 | 20,39 | 1.296 | 20,22 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 6.922 | 6,94 | 737 | 6,81 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 375 | 5,63 | 40 | 5,41 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 3.131 | 0,48 | 333 | 0,30 | ||||
| 2026-04-07 | 13F | Boltwood Capital Management | 12.605 | 6,33 | 1.342 | 6,17 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 6.266 | 29,14 | 667 | 29,01 | ||||
| 2026-05-08 | 13F | Cornerstone Investment Partners, LLC | 3.712 | 1,62 | 395 | 1,54 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 28.378 | 20,35 | 3.022 | 20,16 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 3.631 | 387 | ||||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 69.747 | 1,00 | 7.428 | 0,81 | ||||
| 2026-04-21 | 13F | Main Line Retirement Advisors, LLC | 4.433 | 36,57 | 472 | 36,42 | ||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 4.507 | 480 | ||||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 27.157 | 2,08 | 2.892 | 1,90 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 31.612 | 17,61 | 3.367 | 17,40 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 102.078 | 20,08 | 11 | 11,11 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 10.476 | 1.116 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 81.440 | 25,86 | 8.673 | 25,62 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 4.641 | 33,29 | 494 | 33,15 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 8.228 | 236,94 | 876 | 236,92 | ||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 2.175 | 232 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co | 6.088 | 61,74 | 647 | 60,95 | ||||
| 2026-04-22 | 13F | BWM Planning, LLC | 36.356 | 40,88 | 3.872 | 40,61 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 5.873 | 5,57 | 627 | 5,56 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 2.135 | 227 | ||||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 22.428 | 10,43 | 2.389 | 10,25 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 2.797.826 | 1,57 | 298.528 | 1,49 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 1.925 | 205 | ||||||
| 2026-05-08 | 13F | Firestone Capital Management | 2.805 | 0,39 | 299 | 0,00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 443.715 | 25,31 | 47.256 | 25,08 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 27.576 | 97,11 | 2.937 | 96,78 | ||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 2.439 | 1,84 | 260 | 1,57 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 8.354 | 70,32 | 890 | 69,98 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 366.914 | 4,94 | 39.076 | 4,74 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 8.094 | 3,23 | 862 | 2,87 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 6.006 | 19,07 | 640 | 18,77 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 17.659 | 0,15 | 1.884 | -0,32 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 4.368 | 0,07 | 465 | 0,00 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 11.487 | 1,28 | 1.223 | 1,07 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 541.010 | 3,20 | 57.618 | 3,01 | ||||
| 2026-05-11 | 13F | Collier Financial | 781 | 0,51 | 83 | 0,00 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 47.607 | 4,68 | 5.070 | 4,49 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 3.569 | 18,77 | 380 | 18,75 | ||||
| 2026-04-21 | 13F | Maseco Llp | 403 | 43 | ||||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 50.103 | 1.085,31 | 5.336 | 1.080,31 | ||||
| 2026-04-22 | 13F | RMR Wealth Builders | 294.637 | 2,29 | 31.379 | 2,10 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 102.201 | 1,96 | 10.884 | 1,77 | ||||
| 2026-04-24 | 13F | Ndwm Llc | 19.663 | 3,62 | 2.094 | 3,46 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 587.359 | 8,57 | 62.554 | 8,37 | ||||
| 2026-04-21 | 13F | Hudson Oak Wealth Advisory LLC | 28.368 | 0,56 | 3.021 | 0,37 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 10.105 | 1.076 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 129 | 14 | ||||||
| 2026-05-06 | 13F | Bonfire Financial | 23.728 | 3,12 | 2.527 | 2,93 | ||||
| 2026-05-12 | 13F | Creative Planning | 2.904.852 | 3,25 | 309.367 | 3,06 | ||||
| 2026-04-27 | 13F | Symmetry Partners, LLC | 46.797 | 7,55 | 4.984 | 7,35 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 9.799 | 9,56 | 1.044 | 9,33 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 111.837 | 12,22 | 11.911 | 12,01 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 5.916.664 | 4,28 | 630.125 | 4,08 | ||||
| 2026-04-15 | 13F | Roan Capital Partners | 12.582 | 1.340 | ||||||
| 2026-05-15 | 13F | Wealth Architects, LLC | 34.499 | 2,22 | 3.674 | 2,03 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 2.132 | 0,47 | 227 | 0,44 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 11.375 | 0,25 | 1.211 | 0,08 | ||||
| 2026-04-16 | 13F | BCO Wealth Management LLC | 37.166 | 11,08 | 3.958 | 10,87 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 9.353 | 996 | ||||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 2.850 | 0,39 | 304 | 0,33 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 634.187 | 21,57 | 67.541 | 21,34 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 101 | 20,48 | ||||||
| 2026-04-13 | 13F | Wiser Wealth Management, Inc | 19.973 | 0,82 | 2.127 | 0,66 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 3.970 | -0,90 | ||||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 4.867 | 10,49 | 518 | 10,45 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 230.341 | 5,83 | 24.531 | 5,63 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 22.367 | 9,44 | 2.382 | 9,27 | ||||
| 2026-04-08 | 13F | Eagle Rock Investment Company, Llc | 44.714 | 4,72 | 4.762 | 4,54 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 4.685 | 499 | ||||||
| 2026-05-07 | 13F | Dravo Bay Llc | 9.137 | 2,22 | 973 | 2,10 | ||||
| 2026-05-08 | 13F | Joseph Group Capital Management | 97 | 10 | ||||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 35.421 | 1,81 | 3.772 | 1,62 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 100.659 | 5,22 | 10.720 | 5,03 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 33.089 | 1,15 | 3.524 | 0,95 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 9.130 | 2,78 | 972 | 2,64 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 12.254 | 0,36 | 1.305 | 0,23 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 4.865 | 13,19 | 1 | |||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 15.872 | 2,78 | 1.690 | 2,61 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.542.535 | 11,11 | 164.280 | 10,90 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 3.458 | 0,44 | 368 | 0,27 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 47.773 | 23,04 | 5.088 | 22,82 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 614.591 | 0,80 | 65.577 | 100.786,15 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 96.390 | 10.266 | ||||||
| 2026-04-22 | 13F | Hurlow Wealth Management Group, Inc. | 3.217 | 18,23 | 343 | 17,93 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 2.265 | 241 | ||||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 3.637 | 0,19 | 387 | 0,00 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 203 | 22 | ||||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 6.718 | 1,02 | 715 | 0,85 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 33.720 | 11,84 | 3.591 | 11,63 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 164.434 | 3,28 | 17.512 | 3,09 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 155.398 | 3,58 | 16.550 | 3,38 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 1.958 | 0,41 | 209 | 0,00 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 2.004 | 0,30 | 213 | 0,00 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 9.400 | 1.001 | ||||||
| 2026-05-07 | 13F | Dakota Wealth Management | 147.820 | 2,20 | 15.743 | 2,01 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 117 | 0,86 | 12 | 0,00 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 60.392 | 6,09 | 6.432 | 5,88 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 5.246 | 4,73 | 559 | 4,49 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 98.130 | 5,36 | 10.451 | 5,16 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 5.969 | 6,21 | 636 | 6,01 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 40.015 | 32,27 | 4.262 | 32,04 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 29.935 | 58,38 | 3.188 | 58,13 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 10.191 | 12,78 | 1.085 | 12,55 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 5.795 | 0,28 | 617 | 0,16 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 16.714 | 28,81 | 1.780 | 28,61 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 3.978 | 47,50 | 424 | 47,39 | ||||
| 2026-05-04 | 13F | LaFleur & Godfrey LLC | 4.835 | 12,18 | 515 | 11,98 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 12.943 | 1,01 | 1.381 | 0,95 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 88.260 | 167,79 | 9.400 | 167,32 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 37.717 | 3,26 | 4.024 | 3,07 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 32.964 | 0,40 | 3.511 | 0,20 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 4.156 | 81,25 | 443 | 81,15 | ||||
| 2026-05-06 | 13F | Durante & Waters, Llc | 52.780 | 4,31 | 5.621 | 4,13 | ||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 3.810 | 0,42 | 406 | 0,25 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 570 | 61 | ||||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 7.041 | 16,59 | 750 | 16,30 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 72.366 | 3,54 | 7.692 | 3,14 | ||||
| 2026-04-23 | 13F | Avant Financial Advisors LLC | 21.562 | 5,18 | 2.296 | 4,98 | ||||
| 2026-05-11 | 13F | Heritage Wealth Management, Inc. /CA/ | 3.343 | 0,09 | 356 | 0,00 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 18.662 | 63,24 | 1.988 | 63,00 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 3.439 | 6,93 | 366 | 6,71 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 6.808 | 5,39 | 725 | 5,22 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 226 | 165,88 | 0 | |||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 3.913 | 0,23 | 417 | 0,00 | ||||
| 2026-05-18 | 13F | Chesapeake Wealth Management | 6.028 | 14,82 | 642 | 14,46 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 7.896 | 0,42 | 841 | 0,24 | ||||
| 2026-05-12 | 13F | Safe Harbor Family Capital, LLC | 231.281 | 0,21 | 24.632 | 0,02 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 15.115 | 46,35 | 1.606 | 45,87 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 9.526 | 8,51 | 1.015 | 8,33 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 5.978 | 0,76 | 637 | 0,47 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 41.625 | 1,86 | 4.433 | 1,67 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 145.350 | 6,23 | 15.480 | 6,03 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 37.858 | 26,87 | 4.032 | 26,64 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 32.279 | 54,87 | 3.438 | 54,61 | ||||
| 2026-04-14 | 13F | Approach Retirement Advisors, LLC | 3.739 | 0,81 | 398 | 0,76 |
