Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Systematic Bond ETF eröffnet haben, gehören Alpine Bank Wealth Management, Mcmorgan & Co Llc, Goldman Sachs Group Inc, Vestmark Advisory Solutions, Inc., Dynasty Wealth Management, Llc, Traveka Wealth, LLC, Ffg Retirement Advisors Llc, Tennessee Valley Asset Management Partners, Sofi Wealth, Llc, Golden State Equity Partners, Seeds Investor Llc, Cerity Partners LLC, Austin Private Wealth, LLC, KC Investment Advisors, LLC, Tidemark, LLC, Archer Investment Management, LLC, High Falls Advisors, Inc, MA Private Wealth, Global Retirement Partners, LLC, und Keebeck Wealth Management, LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Detalus Advisors, LLC | 7.379 | 9,03 | 657 | 8,07 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 14.454 | 7,27 | 1.286 | 6,37 | ||||
| 2026-04-24 | 13F | Midwest Capital Advisors, LLC | 25.098 | 11,82 | 2.234 | 10,87 | ||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 2.669 | 11,30 | 238 | 10,23 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 3.514 | 313 | ||||||
| 2026-04-16 | 13F | True Vision MN LLC | 11.959 | 20,22 | 1.064 | 19,28 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 12.597 | 157,77 | 1.121 | 155,94 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 3.369 | 37,74 | 300 | 36,53 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2 | 0 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 18.334 | 141,84 | 1.646 | 141,91 | ||||
| 2026-04-21 | 13F | One Wealth Advisors, LLC | 20.171 | 9,71 | 1.795 | 8,79 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 8.258 | 2,53 | 735 | 1,80 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 842 | 75 | ||||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 8.551 | 7,05 | 761 | 6,14 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 52.480 | 52,30 | 4.671 | 51,03 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 8.082 | 11,45 | 719 | 10,62 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 1.135 | 0,27 | 0 | |||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 84.863 | 24,53 | 7.553 | 23,48 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 34.169 | 6,40 | 3.041 | 5,52 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 3.574 | 1,48 | 318 | 0,63 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 2.307 | 205 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 4.776 | 23,47 | 425 | 22,48 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 4.964 | 441 | ||||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 6.516 | 580 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 15.882 | 1.413 | ||||||
| 2026-04-24 | 13F | Bedminster, LLC | 3.481 | 4,32 | 310 | 3,34 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 2.297 | 0 | ||||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 47.082 | 4.190 | ||||||
| 2026-05-07 | 13F | Key Capital Management, INC | 114 | 28,09 | 10 | 42,86 | ||||
| 2026-05-13 | 13F | ShoreHaven Wealth Partners, LLC | 3.214 | 0,63 | 286 | 0,00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 679 | 0,44 | 60 | 0,00 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 741 | 325,86 | 66 | 333,33 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 7 | 1 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 42.829 | 20,19 | 3.812 | 19,17 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 5.634 | 99,36 | 501 | 98,02 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 8.848 | 3,23 | 787 | 2,34 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 3.788 | 17,46 | 337 | 16,61 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 140.969 | 1.761,96 | 12.546 | 1.747,72 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 49.209 | 5,33 | 4.380 | 4,44 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 8.177 | 728 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 3.891 | 32,48 | 345 | 30,68 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 162.463 | 10,13 | 14.459 | 9,20 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 2.825 | 251 | ||||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 6.519 | 580 | ||||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 33 | 3 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 13.662 | 6,58 | 1.216 | 5,65 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 13.529 | 0,56 | 1.204 | -0,25 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 3.526 | 314 | ||||||
| 2026-04-08 | 13F | McNaughton Wealth Management, LLC | 8.037 | 25,44 | 715 | 24,35 | ||||
| 2026-05-15 | 13F | Fmr Llc | 378 | 26,00 | 34 | 26,92 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 296.642 | 15,16 | 26.401 | 14,19 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 5.392 | 480 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 9.990 | 4,42 | 889 | 3,61 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 231.338 | 959,43 | 20.593 | 950,66 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 11.177 | 5,64 | 995 | 4,74 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3.357 | 31,60 | 299 | 30,70 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 55.022 | 0,33 | 5 | 0,00 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 53.766 | 4.785 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 9.335 | 16,99 | 831 | 15,92 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 651 | 58 | ||||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 3.318 | 23,62 | 295 | 22,92 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 36.095 | 3.212 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 6.337 | 30,82 | 561 | 28,74 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 3.222 | 22,05 | 287 | 21,61 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 17.490 | 1.565 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 11.026 | 990 | ||||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 36.001 | 3.204 | ||||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 4.143 | 369 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1.553 | 138 | ||||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 3.817 | 6,95 | 340 | 5,94 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 30.306 | 2.697 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 5.904 | 125,52 | 525 | 124,36 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 111.854 | 1,56 | 9.932 | 0,48 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 79.664 | 18,05 | 7.090 | 17,05 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 55.359 | 248,45 | 5 | 300,00 | ||||
| 2026-05-06 | 13F | Shared Vision Wealth Group LLC | 15.000 | 58,36 | 1.335 | 56,39 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 5.952 | 530 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 5.787 | 515 | ||||||
| 2026-05-15 | 13F | Ascent Group, LLC | 72.794 | 34,47 | 6.479 | 33,32 | ||||
| 2026-04-28 | 13F | Cobblestone Asset Management LLC | 7.379 | 6,36 | 657 | 5,47 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 17.636 | 57,21 | 1.570 | 55,96 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 147.813 | 7,19 | 13.155 | 6,28 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 3.135 | 279 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 8.835 | 74,12 | 786 | 72,75 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 8.126 | 13,02 | 723 | 12,09 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.034.567 | 16,53 | 92.076 | 15,55 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 27.617 | 0,90 | 2.458 | 0,04 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 2.675 | 4,37 | 238 | 3,48 | ||||
| 2026-06-01 | 13F | Concorde Asset Management, LLC | 3.692 | 42,44 | 329 | 41,38 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 629.860 | 54,12 | 55.812 | 52,15 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.522 | 1,16 | 224 | 0,45 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 4.555 | 405 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2.666 | 237 | ||||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 27.556 | 2.453 | ||||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 14.360 | 8,69 | 1.278 | 7,76 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1.144 | 102 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 4.673 | 68,28 | 416 | 66,67 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 727 | 12,71 | 65 | 12,28 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 65.402 | 11,31 | 5.821 | 10,35 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 21.040 | 22,25 | 1.873 | 21,24 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 9.189 | 818 | ||||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 2.910 | 259 | ||||||
| 2026-05-05 | 13F | Theory Financial Llc | 4.197 | 9,96 | 374 | 8,75 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.584.384 | 13,27 | 230.010 | 12,32 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 35.270 | 26,96 | 3.139 | 25,91 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 2.452 | 180,23 | 218 | 179,49 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 974.400 | 86.722 | ||||||
| 2026-04-30 | 13F | Range Financial Group LLC | 9.539 | 16,77 | 849 | 15,69 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 9.084 | 8,76 | 807 | 7,60 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 10.263 | 0,14 | 913 | -0,65 | ||||
| 2026-04-24 | 13F | KC Investment Advisors, LLC | 15.558 | 1.385 | ||||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 16.698 | 260,73 | 1.486 | 258,07 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 6.897 | 37,88 | 612 | 36,38 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 35.523 | 14,96 | 3.162 | 13,99 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 6.300 | 11,88 | 561 | 10,89 | ||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 729 | 424,46 | 65 | 433,33 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 15.852 | 22,77 | 1.411 | 20,29 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 29.609 | 2,87 | 2.635 | 2,01 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 6.127 | 94,76 | 545 | 93,26 | ||||
| 2026-04-15 | 13F | Buttonwood Financial Group, LLC | 3.633 | 21,55 | 323 | 20,07 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 4.066 | 0 | ||||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 3.986 | 1,63 | 355 | 0,57 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 299 | 27 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 462.003 | 85,01 | 41.118 | 83,45 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 132.978 | 1,41 | 12 | 0,00 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 13.524 | 5,47 | 1.204 | 4,61 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 462 | 4.100,00 | 41 | |||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 16.361 | 1.469 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.231 | 199 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 3.836 | 0,16 | 341 | -0,58 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 21.802 | 117,56 | 1.940 | 115,80 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 16.850 | 1.500 | ||||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 10.556 | 183,61 | 939 | 181,14 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 180.274 | 24,09 | 16.044 | 23,04 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 553.508 | 347,79 | 49.262 | 344,00 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 30.894 | 24,10 | 2.750 | 23,05 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 3.877 | 3,80 | 345 | 2,99 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 12.363 | 0,59 | 1.100 | -0,27 | ||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 750 | 6,99 | 67 | 6,45 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 13.567 | 1.218 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 19.308 | 52,04 | 1.718 | 50,83 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 195.400 | 235,34 | 17.391 | 232,50 | ||||
| 2026-05-05 | 13F | UBS Group AG | 25 | 2 | ||||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 3.854 | 343 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 293.264 | 20,38 | 26.101 | 19,36 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 9.319 | 4,99 | 829 | 4,15 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 6.409 | 17,38 | 570 | 16,33 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 4.945 | 6,85 | 440 | 6,02 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 50.513 | 0,45 | 4.496 | -0,40 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 261 | 177,66 | 23 | 187,50 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 33.891 | 16,72 | 3.016 | 15,73 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 5.346 | 124,62 | 472 | 121,13 | ||||
| 2026-05-15 | 13F | EFG International AG | 1.992 | 177 | ||||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 56.785 | 29,32 | 5.054 | 28,22 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 10 | 1 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.603 | 482,91 | 143 | 491,67 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 9.827 | 66,39 | 872 | 64,34 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 18.228 | 10,11 | 1.622 | 9,23 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 7.263 | 14,85 | 646 | 13,93 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 59.551 | 1,14 | 5.300 | 0,30 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 7.230 | 643 | ||||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 61.519 | 9,01 | 5.460 | 7,78 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 13.257 | 1.180 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 4.628 | 7,20 | 412 | 6,20 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 12.763 | 154,75 | 1.146 | |||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 10.342 | 12,05 | 918 | 10,75 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 108 | 184,21 | 10 | 200,00 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 2.740 | 244 | ||||||
| 2026-05-05 | 13F | Mcmorgan & Co Llc | 144.296 | 12.842 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 379 | 34 | ||||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 1.172 | 28,09 | 104 | 26,83 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 55.847 | 574,07 | 4.970 | 568,91 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 26.468 | 1,56 | 2.356 | 0,68 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 12.868 | 51,12 | 1.145 | 49,87 | ||||
| 2026-04-10 | 13F | Novem Group | 2.346 | 209 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 132 | 12 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 3.176 | 283 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 1.228 | 109 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 10.531 | 19,83 | 937 | 18,91 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 4.126 | 36,80 | 367 | 35,93 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 3.080 | 2,39 | 274 | 1,86 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 2.333 | 208 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 24.943 | 146,33 | 2.222 | 144,44 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 12.006 | 35,77 | 1.069 | 34,68 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 10.001 | 41,66 | 890 | 40,60 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 14.391 | 1.281 | ||||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 7.092 | 631 | ||||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 3.246 | 289 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 206.740 | 21,01 | 18.400 | 122.560,00 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 109.528 | 9.831 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 84.595 | 7.529 | ||||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 8.944 | 796 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 702 | 210,62 | 62 | 210,00 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 6.033 | 40,53 | 538 | 39,74 | ||||
| 2026-04-17 | 13F | Swp Financial Llc | 26.291 | 6,77 | 2.340 | 5,84 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 5.947 | 529 | ||||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 14.070 | 1.252 | ||||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 2.876 | 255 | ||||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 2.298 | 205 | ||||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 7.942 | 707 | ||||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 12.518 | 5,95 | 1.114 | 5,09 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 3.602 | 16,42 | 321 | 15,52 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 763 | 68 | ||||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 39 | 3 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 26.906 | 400,30 | 2 | |||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 4.010 | 357 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 85 | 8 | ||||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 7.967 | 709 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 2.250 | 202 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 19.854 | 1.767 | ||||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 36.671 | 2,57 | 3.285 | 2,37 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 1.392 | 124 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 276.403 | 171,82 | 25 | 166,67 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 38.185 | 9,19 | 3.398 | 8,29 |
