Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF eröffnet haben, gehören Asset One Wealth Management LLC, Retirement Planning Group, Harborfront Financial Group LLC, Skyview Financial Group LLC, Leo H. Evart, Inc., Fortis Capital Advisors, LLC, Fort Sheridan Advisors Llc, Immaculate Wealth Management LLC, Ballast Advisors Llc, Zwj Investment Counsel Inc, Titleist Asset Management, Llc, Dean, Jacobson Financial Services, LLC, RFG Advisory, LLC, Brookstone Capital Management, Integrity Alliance, Llc., Litman Gregory Asset Management LLC, UMA Financial Services, Inc., Abound Wealth Management, Larson Financial Group LLC, und Tradewinds Capital 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.
Upgradezum Freischalten von Premium-Daten.
| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 259.896 | 2,63 | 9.250 | -4,43 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 443.936 | 0,46 | 15.800 | -6,46 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 5.652 | 201 | ||||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 14.497 | 1 | ||||||
| 2026-04-23 | 13F | Jones Kertz & Associates, Inc. | 16.887 | 12,23 | 601 | 4,52 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.508.192 | 8,93 | 53.677 | 1,44 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 78.355 | 142,36 | 2.789 | 125,75 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 1.043 | 40 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 225.188 | 3,58 | 8.014 | -3,55 | ||||
| 2026-04-27 | 13F | Certior Financial Group, Llc | 240.151 | 6,31 | 8.547 | -1,01 | ||||
| 2026-04-29 | 13F | Centerpoint Advisory Group | 113.537 | 1,30 | 4.041 | -5,67 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 67.271 | 3,02 | 2.394 | -4,05 | ||||
| 2026-05-13 | 13F | Godshalk Welsh Capital Management, Inc. | 48.875 | 5,05 | 1.739 | -2,19 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 50 | 2 | ||||||
| 2026-05-04 | 13F | Retirement Planning Group | 98.129 | 3.492 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 6.012 | 214 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 16.125.214 | 8,01 | 573.896 | 0,58 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 133.489 | 12,08 | 5.102 | 12,09 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 291.582 | 4,67 | 10.378 | -2,53 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 68.302 | 1,64 | 2.431 | 121.400,00 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 111.420 | 0,75 | 3.965 | -6,18 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 21.034 | 4,63 | 749 | -2,60 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.958.841 | 19,83 | 67.678 | 8,32 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 141.741 | 5.698 | ||||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 12.606 | 449 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 39.571 | 27,20 | 1.408 | 18,42 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 34.277 | 0,94 | 1.220 | -6,80 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 1.528.965 | 68,89 | 54.416 | 57,27 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 6.126 | 8,06 | 218 | 0,93 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 596 | 21 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 899.094 | 14,24 | 31.999 | 6,38 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 455.037 | 16,14 | 16 | 14,29 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 486.234 | 26,66 | 17.305 | 17,95 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 11.474 | 3,70 | 451 | 6,12 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 20.353 | 8,11 | 724 | 0,70 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 15.227 | 0,39 | 542 | -6,56 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 60.010 | 21,82 | 2.136 | 13,44 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 155.583 | 19,49 | 5.537 | 11,27 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 254.458 | 0,74 | 9.056 | -6,18 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 106.367 | 0,26 | 3.786 | -6,64 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 5.757 | 205 | ||||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 146.668 | 4,93 | 5.220 | -2,30 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 11.937 | 3.197,51 | 425 | 3.161,54 | ||||
| 2026-05-11 | 13F | Sittner & Nelson, Llc | 43.462 | 28,77 | 1.547 | 21,92 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 22.237 | 791 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 67.761 | 94,43 | 2.412 | 81,01 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 134.004 | 164,23 | 4.769 | 146,08 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 25.452 | 26,36 | 906 | 17,69 | ||||
| 2026-05-08 | 13F | CMC Financial Group | 21.127 | 2,37 | 752 | -4,70 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 63.929 | 11,42 | 2.275 | 19,17 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 102.807 | 63,90 | 4 | 50,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 5.233.638 | 4,81 | 200.030 | 106.298,40 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 169.066 | 722,35 | 6.022 | 667,13 | ||||
| 2026-04-28 | 13F | Dean, Jacobson Financial Services, LLC | 7.562 | 269 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 600 | 21 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 193.835 | 199,85 | 6.899 | 179,27 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 59.678 | 2.124 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 34.905 | 9.816,19 | 1.242 | 9.453,85 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 1.066.340 | 3,60 | 37.951 | -3,53 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 354.522 | 0,88 | 12.617 | -6,06 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 157.797 | 8,08 | 5.616 | 0,65 | ||||
| 2026-05-04 | 13F | Paragon Advisors, LLC | 159.910 | 0,11 | 5.691 | -6,78 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 24.210 | 862 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 508.404 | 8,07 | 18.094 | 0,63 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 20.354 | 13,52 | 1 | |||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 396.884 | 1,37 | 14.125 | -5,61 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 170.293 | 6,16 | 6.061 | -1,14 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 64.211 | 0,20 | 2.285 | -6,70 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 777.194 | 4,76 | 27.660 | -2,45 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 81.378 | 8,26 | 2.896 | 0,80 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 226.823 | 1,73 | 8.073 | -5,27 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 374.158 | 10,39 | 13.316 | 2,79 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 18.164 | 237,37 | 646 | 215,12 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 5.944 | 4,03 | 239 | 11,21 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 270 | 10 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 3.656 | 61,84 | 140 | 63,53 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 110.530 | 81,24 | 3.934 | 68,80 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.901.881 | 11,00 | 67.688 | 3,36 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 285.230 | 0,83 | 10.151 | -6,10 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 109.147 | 6,15 | 3.885 | -1,15 | ||||
| 2026-05-29 | 13F | Immaculate Wealth Management LLC | 16.250 | 578 | ||||||
| 2026-02-13 | 13F | Harborfront Financial Group LLC | 66.740 | 2.551 | ||||||
| 2026-05-14 | 13F | RM Financial Services, LLC | 27.987 | 42,96 | 996 | 33,16 | ||||
| 2026-02-18 | 13F | Skyview Financial Group LLC | 43.976 | 1.681 | ||||||
| 2026-05-04 | 13F | V2 Financial group LLC | 195.612 | 6,86 | 6.962 | -0,50 | ||||
| 2026-05-08 | 13F | HFG Advisors, Inc. | 78.819 | 2,38 | 2.805 | -4,66 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 99.115 | 0,36 | 3.055 | -19,08 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 141.574 | 39,57 | 5.039 | 29,98 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 418.559 | 9,19 | 14.897 | 1,68 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 19.248 | 2,96 | 685 | -4,06 | ||||
| 2026-05-12 | 13F | Harfst & Associates, Inc. | 372.015 | 4,73 | 13.240 | -2,47 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 506.093 | 6,56 | 18.012 | -0,78 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 34.276 | 0,94 | 1.220 | -6,01 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 23.132 | 12,74 | 823 | 4,97 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 152.741 | 542,17 | 5.436 | 498,02 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 83.928 | 10,26 | 2.987 | 2,65 | ||||
| 2026-05-12 | 13F | Creative Planning | 1.622.017 | 6.538,36 | 57.728 | 6.087,25 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 67.285 | 0,00 | 2.395 | -6,88 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 3.130 | 20,15 | 111 | 12,12 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 114.084 | 4.023 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 140.339 | 5,66 | 4.995 | -1,62 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 51.838 | 1,41 | 1.845 | -5,58 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 52.997 | 120,79 | 1.886 | 105,67 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 6.861 | 19,78 | 244 | 11,93 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 49.629 | 7,14 | 1.766 | -0,23 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 35.047 | 0,19 | 1.247 | 124.600,00 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 202.762 | 20,52 | 7.216 | 12,22 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 8.356 | 297 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 56.925 | 14,13 | 2.026 | 6,24 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 240.993 | 4,59 | 8.577 | -2,61 | ||||
| 2026-05-13 | 13F | Lighthouse Financial LLC | 175.896 | 29,20 | 6.260 | 20,32 | ||||
| 2026-04-07 | 13F | Eastern Bank | 662.241 | 52,03 | 23.569 | 41,57 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 3.040 | 116,99 | 109 | 103,77 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 246 | 9 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 4.072.678 | 23,76 | 144.947 | 15,24 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 34.048 | 54,91 | 1.301 | 57,13 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 171.801 | 21,46 | 6 | 20,00 | ||||
| 2026-05-04 | 13F | Financial Security Advisor, Inc. | 200.671 | 12,27 | 7.142 | 4,54 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 16.278 | 11,66 | 579 | 3,95 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.046.181 | 3,50 | 37.234 | -3,63 | ||||
| 2026-05-14 | 13F | Ade, Llc | 604.022 | 8,63 | 21.497 | 1,16 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 64.686 | 3,12 | 2.302 | -3,96 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 76.763 | 9,63 | 2.732 | 2,06 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 7.416 | 4,83 | 264 | -2,59 | ||||
| 2026-04-16 | 13F | Consolidated Planning Corp | 1.822.217 | 34,09 | 64.853 | 24,86 | ||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 16.423 | 102,15 | 584 | 88,39 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 36.862 | 1.312 | ||||||
| 2026-04-09 | 13F | Diversified Management Inc | 149.035 | 0,52 | 5.304 | -6,39 | ||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 24.265.804 | 27,25 | 864 | 18,36 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 406.583 | 11,27 | 14.479 | 3,60 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 146.291 | 1,89 | 5 | 0,00 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 10.757 | 383 | ||||||
| 2026-02-09 | 13F | Huntington National Bank | 32 | 3,23 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 23.677 | 1,76 | 843 | -5,29 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 90.637 | 3,69 | 3.226 | -3,44 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 256.419 | 3,32 | 9.126 | -3,80 | ||||
| 2026-05-07 | 13F | Hopwood Financial Services, Inc. | 9.395 | 4,45 | 334 | -2,62 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 260.259 | 2,73 | 9.263 | -4,34 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 21.672 | 771 | ||||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 14.926 | 1,63 | 531 | -5,35 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 12.419 | 0,40 | 442 | -6,57 | ||||
| 2026-02-03 | 13F | McCarthy Asset Management, Inc. | 575.554 | 6,35 | 21.998 | 7,82 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1.440.987 | 0,06 | 51.285 | -6,83 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 17.525 | 1,57 | 624 | -5,46 | ||||
| 2026-05-07 | 13F | Z3 Capital Partners, LLC | 35.357 | 1,00 | 1.258 | -5,91 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 49.113 | 6,42 | 1.748 | -0,91 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 17.775 | 633 | ||||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 10.131 | 4,24 | 361 | -2,96 | ||||
| 2026-05-14 | 13F | Rubicon Advisors, GP | 67.759 | 33,91 | 2.412 | 24,66 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 24.210 | 862 | ||||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 351.581 | 2,61 | 12.513 | -4,45 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 226.809 | 2,57 | 8.077 | -4,48 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 55.050 | 9,65 | 2.053 | 7,04 | ||||
| 2026-04-22 | 13F | Vicus Capital | 44.008 | 75,42 | 1.566 | 63,47 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 124.856 | 19,22 | 4.444 | 11,02 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 163.913 | 19,57 | 5.834 | 11,34 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 8.746 | 8,67 | 313 | 1,63 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 90.302 | 2,17 | 3.214 | -4,88 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 6.198 | 3,04 | 221 | -3,93 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 6.826 | 0,37 | 243 | -6,56 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 3.155 | 36,88 | 112 | 27,27 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 119.709 | 6,72 | 4.260 | -0,63 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 1.194.405 | 2,97 | 42.509 | -4,11 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 16.970 | 80,53 | 604 | 67,97 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 89.806 | 24,50 | 3.432 | 26,22 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 27.870 | 13,58 | 992 | 5,76 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 312.811 | 6,10 | 11.133 | -1,21 | ||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 15.118 | 538 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 1.214.069 | 2,23 | 43.209 | -4,80 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 2.048.446 | 18,73 | 73 | 10,77 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 649.614 | 79,66 | 23.120 | 67,30 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 22.801 | 31,33 | 811 | 22,32 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 6.263 | 223 | ||||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 23.469 | 285,56 | 835 | 259,91 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 77.326 | 6,02 | 2.752 | -1,26 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 5.615.473 | 3,68 | 199.855 | -3,45 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 21.406 | 122,19 | 762 | 106,79 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 115.055 | 6,34 | 4.397 | 7,80 | ||||
| 2026-04-09 | 13F | Chemistry Wealth Management LLC | 184.199 | 3,35 | 6.556 | -3,77 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 309.857 | 0,21 | 11.028 | -6,69 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 9.373 | 19,43 | 334 | 11,37 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 97.445 | 11,29 | 3.468 | 3,65 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 71.808 | 22,00 | 2.556 | 13,61 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 220.716 | 8.573 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 112.117 | 132,91 | 3.990 | 116,97 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 208.748 | 28,38 | 7.426 | 19,50 | ||||
| 2026-05-14 | 13F | Peak Asset Management, LLC | 61.885 | 4,45 | 2.202 | -2,74 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 5.927 | 211 | ||||||
| 2026-05-05 | 13F | Gaddis Premier Wealth Advisors LLC | 8.541 | 34,25 | 304 | 24,69 | ||||
| 2026-05-07 | 13F | Carson Advisory Inc. | 219.371 | 4,28 | 7.807 | -2,90 | ||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 30.808 | 1.096 | ||||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 135.619 | 7,13 | 4.827 | -0,25 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 10.262 | 4,42 | 365 | -2,67 |
