Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF eröffnet haben, gehören Vanguard Advisers Inc, Oasis Advisors, LLC, BlueSky Wealth Advisors, LLC, Johnson Investment Counsel Inc, Wright Fund Managment, LLC, Kensington Asset Management, LLC, TRB Wealth Management, LLC, Aznar Financial Advisors, LLC, Baer Investment Advisory LLC, CVS HEALTH Corp, Nicolet Bankshares Inc, Evergreen Wealth Partners LLC, Collaborative Fund Advisors, LLC, Macco Financial Group, Inc., Northstar Advisory Group, LLC, Evansbrook LLC, Western Wealth Management, LLC, Segall Bryant & Hamill, Llc, Cascades Capital Asset Management, LLC, und PlanVest Financial, Inc .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 18.020 | 0,38 | 1.073 | -0,19 | ||||
| 2026-05-14 | 13F | Prime Buchholz LLC | 69.636 | 27,55 | 4.147 | 26,75 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 3.712 | 221 | ||||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 44.629 | 13,93 | 2.658 | 13,21 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 6 | 0 | ||||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 4.335 | 258 | ||||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 3.967 | 10,97 | 236 | 10,28 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 3.434 | 205 | ||||||
| 2026-04-20 | 13F | Surience Private Wealth Llc | 20.743 | 1.235 | ||||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 1.060.677 | 1,51 | 63.163 | 0,86 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 322.385 | 0,95 | 19 | 0,00 | ||||
| 2026-04-16 | 13F | Poinciana Advisors Group, Llc | 148.719 | 4,66 | 8.856 | 3,99 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 59.160 | 5,08 | 3.523 | 4,39 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 96.879 | 27,09 | 5.769 | 26,29 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 18.419 | 44,81 | 1.096 | 44,02 | ||||
| 2026-04-20 | 13F | 25 Llc | 429.850 | 12,69 | 25.598 | 11,97 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 47.843 | 8,78 | 2.849 | 8,12 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 1.463.406 | 0,43 | 87.146 | -0,21 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 256.358 | 2,53 | 15.266 | 1,89 | ||||
| 2026-04-24 | 13F | Keb Asset Management, Llc | 69.444 | 29,93 | 4.135 | 29,14 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 2.956 | 176 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 6.337 | 12,00 | 377 | 11,21 | ||||
| 2026-05-06 | 13F | Morling Financial Advisors, LLC | 313.631 | 18.677 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 15.426 | 83,42 | 924 | 83,33 | ||||
| 2026-05-08 | 13F | Summit Wealth & Retirement Planning, Inc. | 33.101 | 1,91 | 1.971 | 1,28 | ||||
| 2026-04-24 | 13F | Severin Investments, LLC | 3.447 | 205 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 328.613 | 33,38 | 19.490 | 32,00 | ||||
| 2026-05-12 | 13F | Alaethes Wealth LLC | 601.887 | 1,91 | 35.842 | 1,26 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 1.645.471 | 11,44 | 97.988 | 10,73 | ||||
| 2026-04-22 | 13F | BluePrint Investing LLC | 123.836 | 8,54 | 7.374 | 7,85 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 38.506 | 2.293 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 11.009 | 12,98 | 656 | 12,35 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 32.479 | 59,54 | 1.934 | 58,52 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 5.202.760 | 17,99 | 311.801 | 17,79 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 18.661 | 8,04 | 1.111 | 7,34 | ||||
| 2026-04-21 | 13F | Hippocratic Financial Advisors, LLC | 4.393 | 262 | ||||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 239.804 | 14,55 | 14.280 | 13,82 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 138 | 0,73 | 8 | 0,00 | ||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 67.659 | 4.029 | ||||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 92.619 | 1,50 | 5.515 | 0,86 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 23.358 | 1.388 | ||||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 621.539 | 11,76 | 37.013 | 11,05 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 463 | 28 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 325.412 | 6,31 | 19.378 | 107.555,56 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 174.969 | 0,00 | 10.419 | -0,63 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 112.366 | 0,87 | 6.691 | 0,06 | ||||
| 2026-05-14 | 13F | Betterment LLC | 68.613 | 12,95 | 4 | 33,33 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 726.752 | 43.278 | ||||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 198.157 | 3,01 | 11.800 | 2,36 | ||||
| 2026-04-28 | 13F/A | FLP Wealth Management, LLC | 5.036 | 300 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 48.983 | 16,99 | 2.917 | 16,22 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 9.172 | 6,37 | 544 | 5,23 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 4.371 | 260 | ||||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 49.831 | 24,76 | 3 | 0,00 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 283.471 | 3.849,71 | 16.881 | 3.825,58 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 19.788 | 463,44 | 1.178 | 460,95 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 7.900 | 470 | |||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 2.161.827 | 43,39 | 128.737 | 42,49 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 846.952 | 4,97 | 50 | 4,17 | ||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 176.374 | 1,49 | 10.503 | 0,84 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 101.298 | 15,08 | 6.032 | 14,35 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 169.459 | 10.091 | ||||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 544.581 | 17,33 | 32.430 | 16,58 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 858.113 | 19,98 | 51 | 21,43 | ||||
| 2026-05-14 | 13F | Lauterbach Financial Advisors, LLC | 48.816 | 85,96 | 2.907 | 84,74 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 105.300 | 6.271 | ||||||
| 2026-04-24 | 13F | United Community Bank | 37.960 | 2.261 | ||||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 8.630 | 25,07 | 514 | 24,21 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 376.638 | 6,61 | 22.338 | 5,50 | ||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 15.755 | 9,68 | 938 | 9,07 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 70.946 | 4.208 | ||||||
| 2026-04-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 3.773 | 225 | ||||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 4.509 | 0,18 | 268 | -0,37 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 20.339 | 18,28 | 1.211 | 17,57 | ||||
| 2026-04-21 | 13F | Maseco Llp | 6.491.988 | 5,84 | 386.500 | 5,15 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 68.038 | 7,95 | 4.052 | 7,25 | ||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 27 | 2 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 57.375 | 15,10 | 3.417 | 14,36 | ||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 41.500 | 4,48 | 2.471 | 3,82 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 39.458 | 470,53 | 2.350 | 467,39 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 132 | 0 | ||||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 800.067 | 8,03 | 47.644 | 7,35 | ||||
| 2026-05-12 | 13F | Croban | 228.227 | 85,08 | 13.588 | 83,89 | ||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 1.118 | 22,86 | ||||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 54.135 | 24,03 | 3.224 | 23,25 | ||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 246.642 | 3,14 | 14.688 | 2,49 | ||||
| 2026-05-01 | 13F | Slagle Financial, LLC | 4.796 | 286 | ||||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 6.736 | 0,58 | 401 | 0,00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 296.179 | 18,41 | 17.637 | 17,66 | ||||
| 2026-04-06 | 13F | Stableford Capital Ii Llc | 121.022 | 49,41 | 7.207 | 48,45 | ||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 46.292 | 84,89 | 2.757 | 83,73 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 1.495.302 | 432,40 | 89.045 | 429,05 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 692.666 | 82,89 | 41.248 | 81,40 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 191 | 11 | ||||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 2.996.562 | 380,39 | 178.448 | 377,36 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 25.273 | 20,81 | 1.505 | 20,11 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 41.519 | 2.472 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 4.840 | 288 | ||||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 450 | 30,43 | 27 | 30,00 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 19.760 | 12,64 | 1.177 | 11,89 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 687.280 | 2,84 | 40.928 | 2,19 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 544.892 | 213,27 | 32.448 | 211,28 | ||||
| 2026-04-16 | 13F | Rfg Holdings, Inc. | 9.768 | 582 | ||||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 162.197 | 4,82 | 9.659 | 4,14 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 25.122 | 41,09 | 1.496 | 40,21 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 142.754 | 3,60 | 8.501 | 2,96 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 88.951 | 6,58 | 5.297 | 5,92 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 944.843 | 56 | ||||||
| 2026-05-14 | 13F | Permanent Capital Management, LP | 595.838 | 0,91 | 35.327 | -0,17 | ||||
| 2026-05-05 | 13F | UBS Group AG | 10.185.848 | 214,06 | 606.567 | 212,07 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 181.606 | 6,29 | 10.815 | 5,62 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 3.506 | 0,63 | 209 | 0,00 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 12.451 | 38,68 | 742 | 37,73 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 68.656 | 37,84 | 4.088 | 37,00 | ||||
| 2026-04-22 | 13F | DORVAL Corp | 369.137 | 22,11 | 21.982 | 21,34 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 107 | 6 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 28.953 | 40,05 | 2 | 0,00 | ||||
| 2026-04-13 | 13F | Whalen Wealth Management Inc. | 18.481 | 1.101 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 5.461 | 0,92 | 325 | 0,31 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 3.096 | 0,10 | 0 | |||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 261.055 | 49,26 | 15.546 | 48,32 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 4.080 | 243 | ||||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 15.512 | 924 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 8.659 | 516 | ||||||
| 2026-02-17 | 13F | Boreal Capital Management LLC | 0 | 5 | 0,00 | |||||
| 2026-05-15 | 13F | Cerity Partners LLC | 4.783.237 | 13,29 | 284.842 | 12,57 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 716.698 | 10,63 | 42.679 | 9,93 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 188.334 | 2,45 | 11.215 | 1,81 | ||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 17.709 | 1.544,29 | 1 | |||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 518 | 31 | ||||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 7.254 | 432 | ||||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 34.267 | 16,17 | 2.041 | 15,45 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 34.040 | 0,09 | 2.027 | -0,54 | ||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 1.275.570 | 0,51 | 75.960 | -0,13 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 112.028 | 135,68 | 6.671 | 134,23 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 352.227 | 13,94 | 20.906 | 12,85 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 89.729 | 5,89 | 5.343 | 5,22 | ||||
| 2026-04-28 | 13F | Berkshire Bank | 433.764 | 20,80 | 25.831 | 20,03 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 662 | 99,40 | 0 | |||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 3.603 | 215 | ||||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 19.306 | 3,11 | 1.150 | 2,41 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 23.598.179 | 7,79 | 1.405.272 | 7,11 | ||||
| 2026-04-23 | 13F | Petersen Hastings Wealth Advisors Inc. | 4.892 | 0,23 | 291 | -0,34 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 339.430 | 5,51 | 20.213 | 4,84 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 35.970 | 6,15 | 2.142 | 5,52 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2.422 | 30,78 | 144 | 30,00 | ||||
| 2026-02-05 | 13F | Schulz Wealth, LTD. | 20.388 | 0,17 | 1.222 | 0,00 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 29.179 | 10,16 | 1.738 | 9,45 | ||||
| 2026-04-10 | 13F | Novem Group | 4.253 | 253 | ||||||
| 2026-04-24 | 13F | Patten Group, Inc. | 15.555 | 4,81 | 926 | 4,16 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 372.918 | 16,06 | 22.118 | 14,86 | ||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 78.429 | 256,37 | 4.670 | 254,32 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 1.183.781 | 5,93 | 70 | 6,06 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 77.381 | 36,21 | 4.608 | 35,37 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 66.586 | 5,00 | 3.965 | 4,34 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 68.439 | 12,39 | 4.076 | 11,67 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 12.398 | 738 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 71.724 | 33,59 | 4.271 | 32,76 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 230.537 | 10,30 | 13.729 | 9,60 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 100 | 6 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 761.864 | 6,18 | 45.369 | 5,51 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 118.240 | 7,40 | 7.041 | 6,54 | ||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 5.892 | 12,14 | 351 | 11,46 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 332.302 | 14,26 | 19.789 | 13,53 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 547 | 33 | ||||||
| 2026-05-06 | 13F | Mechanics Financial Corp | 50.097 | 20,74 | 2.983 | 19,99 | ||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 40.921 | 6,41 | 2.437 | 5,73 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 124 | 7 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 127.212 | 16,54 | 7.575 | 15,81 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 174.913 | 8,63 | 10.411 | 7,89 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 14.544 | 13,58 | 866 | 12,91 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 9.294 | 553 | ||||||
| 2026-05-05 | 13F | Regions Financial Corp | 124.652 | 10,67 | 7.423 | 9,97 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 25.427 | 13,79 | 1.514 | 13,32 | ||||
| 2026-04-09 | 13F | Victrix Investment Advisors | 9.171 | 148,74 | 546 | 148,18 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 260.470 | 11,13 | 15.568 | 10,66 | ||||
| 2026-04-21 | 13F | Financial Architects, LLC | 192.290 | 6,63 | 11.451 | 5,95 | ||||
| 2026-05-01 | 13F | Capital Squared Financial LLC | 60.973 | 78,10 | 3.631 | 76,99 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 5.789 | 345 | ||||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 138.099 | 11,76 | 8.225 | 11,06 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 3.138.310 | 1,04 | 186.886 | 0,40 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 5.396 | 2,24 | 321 | 1,58 | ||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 382.976 | 9,39 | 22.806 | 8,69 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 6.122 | 0 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 393.686 | 7,05 | 23.444 | 6,38 | ||||
| 2026-05-08 | 13F | Miller Investment Management, LP | 1.326.156 | 11,35 | 78.973 | 10,65 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 11.887 | 2,96 | 708 | 2,32 | ||||
| 2026-04-10 | 13F | Connecticut Capital Management Group, LLC | 4.280 | 255 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 26.476 | 2,51 | 1.577 | 1,87 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 5.108 | 901 | 25,31 | |||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 229.650 | 13,63 | 13.676 | 12,90 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 165.832 | 3,45 | 9.875 | 2,80 | ||||
| 2026-04-13 | 13F | Successful Portfolios LLC | 5.826 | 15,60 | 347 | 14,57 | ||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 123.386 | 5,59 | 7.348 | 4,91 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 6.778 | 16,44 | 404 | 15,80 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 169.211 | 63,90 | 10.077 | 62,86 | ||||
| 2026-05-13 | 13F | Cravens & Co Advisors, LLC | 166.884 | 5,05 | 9.938 | 4,33 | ||||
| 2026-05-01 | 13F | Global Wealth Management Investment Advisory, Inc. | 74.630 | 2,77 | 4.444 | 2,14 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 29.709 | 3,98 | 1.769 | 3,33 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 96.000 | 5.717 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 91 | 89,58 | 5 | 150,00 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 52.743 | 8,46 | 3.141 | 8,02 | ||||
| 2026-05-01 | 13F | Financial Advisory Partners, Llc | 226.539 | 1,32 | 13.490 | 0,69 | ||||
| 2026-05-12 | 13F | Prism Planning Partners LLC | 160.992 | 11,46 | 9.587 | 10,76 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 45.760 | 563,28 | 2.725 | 559,56 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 152.749 | 1,98 | 9.096 | 1,34 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 6.850 | 408 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 46.011 | 21,69 | 2.740 | 20,87 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 67.371 | 4,75 | 4.019 | 4,53 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 2.120 | 127 | ||||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 2.416 | 472,51 | 144 | 472,00 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 2.125.722 | 3,65 | 126.587 | 2,99 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 4.170 | 2,96 | 248 | 2,48 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 78.882 | 803,57 | 4.697 | 798,09 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 4.884 | 6,08 | 291 | 5,45 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 12.281 | 0,36 | 731 | 0,00 | ||||
| 2026-05-13 | 13F | Cambridge Associates Llc /ma/ /adv | 6.123.657 | 9,80 | 364.664 | 9,10 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 20.547 | 43,99 | 1.231 | 43,81 | ||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 51.482 | 3.066 | ||||||
| 2026-04-08 | 13F | RoundAngle Advisors LLC | 73.103 | 2,90 | 4.353 | 2,26 | ||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 412.183 | 0,61 | 24.545 | -0,02 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 631 | 38 | ||||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 265 | 16 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 6.917 | 11,69 | 410 | 10,51 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 795.019 | 3.156 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1.354 | 1.087,72 | 81 | 1.233,33 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.694.297 | 8,10 | 100.895 | 7,42 | ||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 64.271 | 7,61 | 3.827 | 6,93 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 115.115 | 3,48 | 6.855 | 2,84 | ||||
| 2026-04-21 | 13F | Aurdan Capital Management, LLC | 280.457 | 7,12 | 16.701 | 6,44 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 8.644 | 0,82 | 515 | 0,19 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3.661 | 23,27 | 219 | 23,03 | ||||
| 2026-04-16 | 13F | Capstone Wealth Management, LLC | 93.932 | 16,21 | 5.594 | 15,46 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 161.648 | 15,45 | 9.626 | 14,73 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 175.114 | 65,72 | 10.428 | 65,08 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 137 | 8 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 11.576 | 17,14 | 689 | 16,39 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 4.005 | 238 | ||||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 1.989.734 | 6,66 | 109.336 | 5,65 | ||||
| 2026-05-04 | 13F | Arena Capital Advisors, LLC- CA | 10.000 | 596 | ||||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 862.854 | 21.525,41 | 51.383 | 21.398,74 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 546.446 | 7,25 | 32.453 | 6,14 | ||||
| 2026-05-12 | 13F | LeConte Wealth Management, LLC | 17.525 | 3,09 | 1.044 | 2,46 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 938 | 56 | 2.650,00 | |||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 42.546 | 2,14 | 2.534 | 1,44 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.795 | 107 | ||||||
| 2026-05-07 | 13F | Dakota Wealth Management | 504.812 | 15,72 | 30.062 | 14,99 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 4.460 | 0,16 | 0 | |||||
| 2026-05-15 | 13F | Mittelman Wealth Management | 49.959 | 199,50 | 2.975 | 197,80 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 71.358 | 37,95 | 4.249 | 37,11 | ||||
| 2026-04-24 | 13F | Floyd Financial Group Llc | 31.549 | 2,25 | 1.880 | 1,02 | ||||
| 2026-05-21 | 13F/A | Kensington Asset Management, LLC | 270.146 | 16.087 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 486.707 | 20,90 | 28.925 | 19,68 | ||||
| 2026-04-20 | 13F | Emprise Bank | 588.454 | 5,95 | 35.042 | 5,28 | ||||
| 2026-05-07 | 13F | Rachor Investment Advisory Services, LLC | 56 | 3,70 | 3 | 0,00 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 4.324 | 257 | ||||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 667.704 | 1,73 | 39.762 | 1,08 | ||||
| 2026-04-13 | 13F | Lauer Wealth, LLC | 106.005 | 4,57 | 6.306 | 3,79 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 11.757 | 212,19 | 700 | 211,11 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 169.581 | 4,48 | 10.099 | 3,82 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 37.056 | 24,20 | 2.207 | 23,38 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 70.793 | 1,98 | 4.216 | 1,32 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 17.566 | 0,38 | 1.046 | -0,19 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 45.654 | 561,75 | 2.719 | 558,11 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 249 | 10,18 | 15 | 7,69 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 5.908 | 18,52 | 352 | 17,79 | ||||
| 2026-04-30 | 13F | Hassell Wealth Management, LLC | 305.900 | 4,28 | 18.216 | 3,86 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 16.920 | 1.359,88 | ||||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 113.241 | 2,36 | 6.744 | 1,70 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 46.091 | 46,39 | 2.720 | 44,17 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 1.402 | 0,43 | 83 | 0,00 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 30.829 | 4,37 | 1.836 | 3,67 | ||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 3.799 | 226 | ||||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 341 | 0,59 | 20 | 0,00 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 7.957 | 37,33 | 474 | 36,31 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 9.839 | 29,55 | 586 | 28,57 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 448.021 | 21,00 | 26.680 | 20,24 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 652.463 | 19,29 | 38.854 | 18,54 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 163.042 | 3,46 | 9.709 | 2,82 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 3.613 | 215 | ||||||
| 2026-04-28 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 10.750 | 195,57 | 640 | 194,47 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 917.728 | 469,93 | 54.651 | 466,32 | ||||
| 2026-05-14 | 13F | Harvest Portfolios Group Inc. | 128.025 | 10,50 | 7.624 | 9,79 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 144.145 | 62,16 | 8.584 | 61,12 | ||||
| 2026-04-28 | 13F | Libra Wealth Llc | 1.086.123 | 2,98 | 64.679 | 2,33 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 14.131 | 25,83 | 842 | 24,96 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 61.197 | 76,98 | 3.644 | 75,87 | ||||
| 2026-05-13 | 13F | PYA Waltman Capital, LLC | 105.748 | 67,82 | 6.297 | 66,76 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 197 | 12 | ||||||
| 2026-04-29 | 13F | Impact Investors, Inc | 84.359 | 22,69 | 5.024 | 21,92 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 38.113 | 16,07 | 2.270 | 15,35 | ||||
| 2026-04-30 | 13F | ATX Financial Planning, LLC | 136.142 | 302,37 | 8.107 | 299,95 | ||||
| 2026-04-22 | 13F | Quattro Financial Advisors Llc | 95.400 | 2,87 | 5.681 | 2,23 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.726.479 | 10,06 | 162.362 | 9,36 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 13.811 | 817 | ||||||
| 2026-05-12 | 13F | Keeler THomas Management LLC | 9.479 | 564 | ||||||
| 2026-05-08 | 13F | Oath Planning, LLC | 39.585 | 2,17 | 2.357 | 1,55 | ||||
| 2026-05-14 | 13F | Morningstar Investment Management LLC | 68.544 | 0,77 | 4.082 | 101.925,00 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 20.132 | 253,32 | 1.199 | 251,32 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 214.864 | 16,14 | 12.795 | 15,41 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 97.349 | 10,65 | 5.797 | 9,96 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 7.772 | 121,68 | 463 | 120,00 | ||||
| 2026-05-14 | 13F | Aspirean Wealth, LLC | 193.155 | 2,52 | 11.502 | 1,87 | ||||
| 2026-04-14 | 13F | Pictet North America Advisors SA | 7.956 | 16,15 | 474 | 15,37 | ||||
| 2026-05-15 | 13F | Wealth Analytics Partners, LLC | 239.426 | 3,96 | 14.258 | 3,30 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 9.980 | 594 | ||||||
| 2026-05-11 | 13F | TD Capital Management LLC | 3.887 | 231 | ||||||
| 2026-05-14 | 13F | Hilton Capital Management, LLC | 489.665 | 29.160 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 475.469 | 4,08 | 28.314 | 3,42 | ||||
| 2026-04-09 | 13F | TrueWealth Advisors, LLC | 18.660 | 1.111 | ||||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 14.404 | 858 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 5.814.584 | 33,10 | 346.258 | 32,26 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 92.114 | 5,56 | 5.485 | 4,90 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors LLC | 275.490 | 3,80 | 16.405 | 3,14 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 6.101 | 0,49 | 363 | 0,00 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 49.390 | 5,47 | 2.941 | 4,81 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 183 | 117,86 | 11 | 100,00 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 414.916 | 1.245,51 | 24.575 | 1.229,82 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 745.978 | 10,76 | 44.706 | 10,57 | ||||
| 2026-02-09 | 13F | Quest Partners LLC | 803.838 | 643,56 | 48.174 | 642,39 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 198.725 | 12,07 | 11.834 | 11,36 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 91 | 0 | ||||||
| 2026-05-11 | 13F | Adams Wealth Management | 141.247 | 0,61 | 8.411 | -0,02 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 14.624 | 6,23 | 871 | 5,45 | ||||
| 2026-04-27 | 13F | Capital Investment Services of America, Inc. | 295.718 | 2,66 | 17.610 | 2,00 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1.511.763 | 15,59 | 90.025 | 14,86 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 38.660 | 1,61 | 2.302 | 0,96 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 409 | 0,74 | 24 | 0,00 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 43.420 | 0,16 | 2.586 | -0,50 | ||||
| 2026-05-08 | 13F | Horizon Family Wealth, Inc. | 9.394 | 16,96 | 559 | 16,22 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 83.053.264 | 61,55 | 4.945.822 | 60,53 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 10.714 | 16,37 | 638 | 15,79 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 5.756 | 3,28 | 343 | 2,70 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 26.326 | 57,77 | 1.568 | 56,86 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 5.941.533 | 819,57 | 353.818 | 813,76 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 3.054 | 213,55 | 182 | 212,07 | ||||
| 2026-04-28 | 13F | Blossom Wealth Management | 18.124 | 4,05 | 1.079 | 3,45 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 20.830 | 1.240 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 22.684 | 37,74 | 1.351 | 36,92 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 4.173 | 249 | ||||||
| 2026-05-08 | 13F | Birchcreek Wealth Management, LLC | 4.324 | 257 | ||||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 88.951 | 5.297 | ||||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 46.519 | 29,90 | 2.770 | 29,08 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13.918 | 5,11 | 829 | 4,41 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 16.894 | 5,80 | 1.006 | 5,23 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 1.799.821 | 4,04 | 107.179 | 3,38 | ||||
| 2026-04-08 | 13F | Pioneer Wealth Management Group | 21.777 | 35,27 | 1.297 | 34,44 | ||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 201.901 | 5,38 | 12.023 | 4,71 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 13.554 | 807 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 1.912.898 | 855,47 | 113.607 | 845,62 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 195.020 | 5,21 | 11.613 | 4,55 | ||||
| 2026-05-07 | 13F | CVS HEALTH Corp | 85.000 | 5.062 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 80 | 5 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 382.830 | 0,00 | 22.798 | -0,63 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 89.529 | 7,10 | 5.331 | 6,43 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 347.290 | 1,71 | 20.681 | 1,07 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 2.655.598 | 7,49 | 158.141 | 6,81 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 2.330 | 3,10 | 139 | 2,22 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 5.586 | 61,73 | 333 | 61,17 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 2.528 | 272,86 | 0 | |||||
| 2026-04-24 | 13F | Whelan Financial | 356.093 | 21.205 | ||||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 172.782 | 6,47 | 10.259 | 5,48 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 751.966 | 25,83 | 44.780 | 25,03 | ||||
| 2026-02-19 | 13F | Aznar Financial Advisors, LLC | 140.848 | 8.441 | ||||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 96.439 | 5,50 | 5.743 | 4,82 | ||||
| 2026-04-21 | 13F | Towneley Capital Management, Inc / DE | 598.185 | 4,08 | 35.622 | 3,42 | ||||
| 2026-04-30 | 13F | Vertex Investment Solutions Co., Ltd. | 81.700 | 410,62 | 4.855 | 405,20 | ||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 3.698 | 0,93 | 222 | 0,91 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 44.685 | 187,84 | 2.661 | 186,02 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 12.566.508 | 32,68 | 753.111 | 32,29 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 4.517 | 26,78 | 269 | 25,82 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 16.237 | 0,50 | 967 | -0,21 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 142.195 | 410,43 | 8.468 | 407,31 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 78.826 | 87,32 | 4.694 | 86,20 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 1.431.361 | 0,56 | 85.238 | -0,08 | ||||
| 2026-04-29 | 13F | SwitchPoint Financial Planning, LLC | 4.320 | 0,61 | 257 | 0,00 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 5.833 | 350 | ||||||
| 2026-04-13 | 13F | Enclave Advisors LLC | 274.511 | 778,94 | 16.347 | 773,70 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 18.245 | 1.086 | ||||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 23.111 | 1.376 | ||||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 331.516 | 6,29 | 19.742 | 5,62 | ||||
| 2026-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 635.361 | 3,08 | 37.836 | 2,43 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 170.833 | 10.173 | ||||||
| 2026-05-04 | 13F | Fortress Financial Solutions, LLC | 6.522 | 5,59 | 388 | 4,86 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 566.414 | 31,63 | 33.534 | 30,03 | ||||
| 2026-04-14 | 13F | LifePlan Financial, LLC | 76.619 | 6,65 | 4.563 | 5,97 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 712.921 | 24,45 | 42.454 | 23,66 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 3.361 | 201 | ||||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 70.377 | 8,32 | 4.191 | 7,63 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 5.773 | 292,45 | 344 | 289,77 | ||||
| 2026-04-23 | 13F | Vistica Wealth Advisors, LLC | 84.879 | 4,53 | 5.055 | 3,86 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 455 | 27 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 23.721 | 13,82 | 1.413 | 13,14 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 462 | 28 | ||||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 22.078 | 25,32 | 1.315 | 24,55 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 580.530 | 3,76 | 34.571 | 3,10 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 22 | 1 | ||||||
| 2026-05-06 | 13F | Vista Capital Partners, Inc. | 13.898 | 40,17 | 828 | 39,23 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 9.226 | 15,60 | 543 | 13,60 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 7.773 | 2.889,62 | 463 | 2.980,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 8.853 | 4,40 | 527 | 3,74 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 7.610 | 87,85 | 453 | 87,19 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 6.933 | 413 | ||||||
| 2026-04-14 | 13F | FC Advisory LLC | 8.862 | 1,07 | 528 | 0,38 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 12.829 | 15,04 | 764 | 14,22 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 6.421.786 | 5.816,95 | 128 | -98,05 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 74.685 | 5,06 | 4.474 | 4,95 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 3.935.163 | 54,84 | 234.339 | 53,85 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 3.651 | 217 | ||||||
| 2026-05-05 | 13F | Nolet Wealth Management, LLC | 63.653 | 204,65 | 3.791 | 202,72 | ||||
| 2026-04-21 | 13F | SWS Partners | 15.804 | 6,50 | 941 | 5,85 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 32.772 | 4,16 | 1.964 | 4,14 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 781.385 | 46.531 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 7.236.263 | 15,41 | 430.919 | 14,68 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 11.113 | 662 | ||||||
| 2026-05-01 | 13F | Seaside Wealth Management, Inc. | 217.601 | 2,11 | 12.958 | 1,46 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 666.838 | 16,94 | 40 | 14,71 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 4.592 | 4,72 | 273 | 4,20 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 1.632 | 63,86 | 97 | 64,41 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 713.836 | 11,58 | 42.509 | 10,87 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 24.604 | 0,35 | 1.465 | -0,27 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 52.580 | 0,08 | 3.131 | -0,54 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 379 | 924,32 | 23 | 1.000,00 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 1.078 | 64 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 1.966 | 34,75 | 117 | 34,48 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 8.262 | 495 | ||||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 198.392 | 11.814 | ||||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 611.605 | 5,80 | 36.421 | 4,94 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 520.446 | 6,88 | 30.993 | 6,20 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 572.769 | 13,13 | 34.108 | 12,41 | ||||
| 2026-04-27 | 13F | Flagstone Financial Management | 10.612 | 5,81 | 632 | 4,99 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 33.422 | 33,41 | 1.990 | 32,58 | ||||
| 2026-02-19 | 13F | Evansbrook LLC | 43.778 | 2.624 | ||||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 1.796 | 107 | ||||||
| 2026-05-01 | 13F | Kassira Wealth Management LLC | 38.270 | 10,91 | 2.279 | 10,21 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 311.135 | 14,73 | 18.528 | 14,00 | ||||
| 2026-05-11 | 13F | Kondo Wealth Advisors, Inc. | 465.404 | 6,33 | 27.715 | 5,65 | ||||
| 2026-04-29 | 13F | OneAscent Investment Solutions LLC | 268.378 | 0,40 | 15.982 | -0,24 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 463.972 | 16,74 | 27.630 | 16,00 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 265.925 | 16,59 | 15.836 | 15,85 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 320 | 19 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 20.640 | 29,23 | 1.229 | 28,42 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 15.701 | 20,19 | 935 | 19,57 | ||||
| 2026-04-13 | 13F | Trust Co | 9.177 | 0,30 | 546 | -0,36 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 33.703 | 16,81 | 2.007 | 16,08 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 5.773 | 179,43 | 344 | 178,86 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 46.280 | 63,47 | 2.756 | 62,44 | ||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 124.198 | 2,53 | 7.396 | 1,87 | ||||
| 2026-05-01 | 13F | Blume Capital Management, Inc. | 80.554 | 30,66 | 4.797 | 29,83 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 110.799 | 3,18 | 6.585 | 2,33 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 311.135 | 18.528 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 7.218 | 430 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 2.085 | 13,01 | 125 | 12,73 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 17.216 | 178,17 | 1.025 | 177,03 | ||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 389.278 | 27,89 | 23.182 | 27,08 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4.567 | 4,03 | 0 | |||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 676.743 | 10,67 | 40.300 | 9,97 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 18.535 | 16,79 | 1.104 | 15,98 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 177 | 11 | ||||||
| 2026-05-07 | 13F | Key Capital Management, INC | 23.311 | 1.388 | ||||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 20.748 | 34,08 | 1.236 | 33,23 | ||||
| 2026-05-11 | 13F | MainStreet Investment Advisors LLC | 240.037 | 1,20 | 14.294 | 0,56 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 11.676 | 695 | ||||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 231.881 | 3,50 | 13.809 | 2,84 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 447.454 | 2,64 | 26.646 | 1,99 | ||||
| 2026-05-04 | 13F | Nwam Llc | 25.448 | 0,11 | 1.515 | -0,39 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 281.668 | 2,31 | 16.773 | 1,67 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 33.698 | 17,50 | 2 | 100,00 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 258.106 | 1,30 | 15.370 | 0,66 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 329.140 | 9,89 | 19.600 | 9,20 | ||||
| 2026-04-24 | 13F | ProCore Advisors, LLC | 3.453 | 2,10 | 206 | 1,49 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 141 | 8 | ||||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 35.695 | 1,18 | 2.116 | 0,09 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 3.733 | 222 | ||||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 5.654 | 337 | ||||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 55.362 | 2,44 | 3.276 | 1,14 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 11.598 | 23,70 | 691 | 22,99 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 85.775.873 | 10,97 | 5.097.660 | 10,05 | ||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 434.706 | 5,06 | 25.887 | 4,40 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.844.031 | 14,54 | 109.812 | 13,81 | ||||
| 2026-05-06 | 13F | Topel & Distasi Wealth Management, LLC | 13.993 | 15,22 | 833 | 14,58 | ||||
| 2026-05-07 | 13F | Lowe Brockenbrough & Co Inc | 301.532 | 5,92 | 17.956 | 5,25 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 72.845 | 6,48 | 4.338 | 5,81 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 9.828 | 1,16 | 585 | 0,34 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 20.583 | 149,49 | 1.226 | 147,98 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 438.827 | 17,73 | 26.132 | 16,98 | ||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 56.799 | 4,17 | 3.380 | 3,46 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 399.966 | 5,05 | 23.818 | 4,38 | ||||
| 2026-05-13 | 13F | Tandem Investment Partners LLC | 54.184 | 9,61 | 3.227 | 8,91 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 35.095 | 13,20 | 2.090 | 12,43 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 411.482 | 23,67 | 24.504 | 22,88 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 807.593 | 48.092 | ||||||
| 2026-05-08 | 13F | Roundview Capital LLC | 500.610 | 1,84 | 29.811 | 1,19 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 12.509 | 85,57 | 745 | 84,62 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 7.865 | 1,98 | 468 | 1,30 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 390 | 23 | ||||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 50.718 | 0,59 | 3.020 | -0,03 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 80.663 | 4.803 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 2.583 | 30,19 | 153 | 28,57 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 55.410 | 11,18 | 3.300 | 10,48 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 126.097 | 61,00 | 7.673 | 63,50 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 763.045 | 6,72 | 45.439 | 6,04 | ||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 207.247 | 0,71 | 12.342 | 0,06 | ||||
| 2026-05-01 | 13F | Avion Wealth | 3.194 | 50,52 | 0 | |||||
| 2026-04-08 | 13F | Warner Financial, Inc | 6.949 | 18,60 | 414 | |||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 1.039.280 | 11,15 | 61.889 | 10,44 | ||||
| 2026-05-01 | 13F | Natural Investments, Llc | 9.200 | 41,71 | 1 | |||||
| 2026-04-16 | 13F | Security National Bank | 1.500 | 89 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3.246.484 | 6,46 | 193.328 | 5,78 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 238.271 | 1,25 | 14.189 | 0,61 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 15.506 | 8,28 | 923 | 7,58 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 841 | 56,90 | 50 | 56,25 | ||||
| 2026-04-16 | 13F | Lincoln Capital Corp | 4.139 | 0,61 | 246 | 0,00 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 7.567 | 1,57 | 451 | 0,90 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 361.188 | 21.509 | ||||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 256.069 | 10,75 | 15.249 | 10,05 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 12.696 | 756 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 7.933.002 | 335,34 | 472.391 | 332,56 | ||||
| 2026-05-04 | 13F | Brickley Wealth Management | 158.497 | 2,64 | 9.438 | 1,99 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 54.864 | 0,73 | 3.267 | 0,09 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 27.611 | 1.644 | ||||||
| 2026-05-11 | 13F | Partners in Financial Planning | 3.543 | 0,51 | 211 | -0,47 | ||||
| 2026-05-13 | 13F | Baron Silver Stevens Financial Advisors, Llc | 97.636 | 15,82 | 5.814 | 15,11 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 6.492 | 387 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 3.348.987 | 5,11 | 199.433 | 4,44 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 215 | 593,55 | 13 | 1.100,00 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 19.248.384 | 15,09 | 1.146.241 | 14,36 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 339 | |||||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 285.766 | 88,04 | 17 | 88,89 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 191.067 | 113,98 | 11.418 | 113,38 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 151.037 | 35,36 | 8.994 | 34,52 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 93.673 | 32,30 | 5.578 | 31,46 | ||||
| 2026-04-23 | 13F | Master's Wealth Management Inc. | 614.592 | 5,34 | 36.599 | 4,67 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 150.395 | 2,74 | 8.956 | 2,10 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 170.816 | 7,98 | 10.163 | 7,19 | ||||
| 2026-04-30 | 13F | ETF Store, Inc. | 4.848 | 0,83 | 289 | 0,00 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 711.404 | 5,71 | 42.364 | 5,04 | ||||
| 2026-05-12 | 13F | Creative Planning | 19.200.025 | 7,52 | 1.143.362 | 6,84 | ||||
| 2026-05-08 | 13F | Middleton & Co Inc/ma | 171.520 | 17,79 | 10.214 | 17,04 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 182.455 | 10.865 | ||||||
| 2026-04-28 | 13F | HBE Wealth Management, LLC | 200.527 | 8,42 | 11.941 | 7,73 | ||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 2.703.579 | 1,90 | 160.998 | 1,31 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 25.765 | 1.534 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 137.851 | 5,14 | 8.209 | 4,48 | ||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 230 | 0,44 | 14 | 0,00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 701.059 | 9,46 | 41.748 | 8,77 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 909.656 | 0,24 | 54.170 | -0,40 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 636.036 | 3,58 | 37.876 | 2,93 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 3.161 | 80,42 | 188 | 80,77 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 60.341 | 3,15 | 3.593 | 2,51 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 70.773 | 1,58 | 4.215 | 0,93 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 70.621 | 10,82 | 4.205 | 10,11 | ||||
| 2026-05-15 | 13F | GLOBALT Investments LLC / GA | 568.683 | 6,27 | 33.865 | 5,59 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 2.740 | 96,28 | 163 | 96,39 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 90.368 | 21,87 | 5.381 | 21,08 | ||||
| 2026-04-16 | 13F | JDH Wealth Management, LLC | 96.963 | 14,05 | 5.774 | 13,33 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 137.007 | 3,65 | 8.159 | 2,99 | ||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 252.676 | 1,38 | 15.047 | 0,74 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 18.631 | 4,38 | 1.109 | 3,74 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 53.430 | 10,80 | 3.182 | 10,07 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 67.216 | 6.152,65 | 4.003 | 6.153,13 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 16.546 | 19,80 | 985 | 19,11 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 25.439 | 1,69 | 1.515 | 1,00 | ||||
| 2026-05-06 | 13F | Everest Management Corp. | 10.716 | 27,69 | 638 | 27,09 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 49.020 | 8,75 | 2.919 | 8,07 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 4.560.317 | 30,93 | 271.567 | 30,10 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 5.118 | 305 | ||||||
| 2026-05-05 | 13F | Cedarwood Wealth LLC | 7.301 | 11,64 | 435 | 11,00 | ||||
| 2026-04-16 | 13F | Friday Financial | 224.003 | 1,07 | 13.339 | 0,43 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 933 | 225,09 | 55 | 223,53 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 108.693 | 45,65 | 6.473 | 44,72 | ||||
| 2026-04-23 | 13F | Macco Financial Group, Inc. | 54.461 | 3.243 | ||||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 5.117 | 305 | ||||||
| 2026-05-13 | 13F | Franklin Resources Inc | 85.392 | 13,38 | 5.085 | 12,67 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 18.696 | 0,73 | 1.113 | 0,09 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 23.173.187 | 2,50 | 1.379.963 | 1,85 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 19.339 | 26,70 | 1.152 | 25,93 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 7.003 | 0,13 | 417 | -0,48 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 5.231 | 11,54 | 311 | 10,68 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 14.035 | 6,18 | 836 | 5,43 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 2.872 | 171 | ||||||
| 2026-05-14 | 13F | Vernal Point Advisors, LLC | 230.881 | 14,12 | 13.749 | 13,39 | ||||
| 2026-05-13 | 13F | Employees Retirement System of Texas | 1.393 | 4,58 | ||||||
| 2026-05-11 | 13F | Newport Capital Group, LLC | 217.216 | 5,51 | 12.935 | 4,85 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 1.649 | 98 | ||||||
| 2026-04-28 | 13F | Collaborative Fund Advisors, LLC | 57.203 | 3.406 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 3.815 | 54,70 | 229 | 54,05 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 15.100 | 899 | |||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 1.140.442 | 4,82 | 67.913 | 4,15 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 90.462 | 7,85 | 5.387 | 7,16 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 175.937 | 5,42 | 10.477 | 4,76 | ||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 82.102 | 16,64 | 4.889 | 15,91 | ||||
| 2026-05-14 | 13F | Sand Hill Global Advisors, LLC | 1.271.182 | 5,38 | 75.699 | 4,71 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 4.368 | 646,67 | 260 | 642,86 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 41.004 | 2.452 | ||||||
| 2026-05-08 | 13F | Smithfield Trust Co | 88.670 | 40,13 | 5 | 66,67 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 498.164 | 13,35 | 29.666 | 12,64 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 65.604 | 3,65 | 3.903 | 2,66 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 4.203.414 | 18,66 | 248.437 | 17,01 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 391.345 | 20.827,54 | 23.305 | 20.707,14 | ||||
| 2026-04-14 | 13F | Pacific Capital Wealth Advisors, Inc | 11.769 | 13,71 | 701 | 12,90 | ||||
| 2026-04-21 | 13F | Granite Islands Private Wealth, Llc | 11.127 | 40,92 | 663 | 39,96 | ||||
| 2026-05-13 | 13F | Southeast Asset Advisors Inc. | 6.640 | 395 | ||||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 25.212 | 4,62 | 1.504 | 4,16 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 652.289 | 10,07 | 38.845 | 9,37 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 4.429 | 264 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1.489.109 | 43,29 | 88.676 | 42,38 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 4.197 | 5,72 | 250 | 5,06 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 69.201 | 12,39 | 4.121 | 11,68 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 505.729 | 38,03 | 30.116 | 37,16 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 110.440 | 2,77 | 6.577 | 2,11 | ||||
| 2026-05-11 | 13F | Peak Retirement Planning, Inc. | 8.321 | 33,09 | 495 | 32,35 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 13.969 | 134,34 | 832 | 132,77 | ||||
| 2026-05-07 | 13F | Summit Global Investments | 7.097 | 0,01 | 0 | |||||
| 2026-05-01 | 13F | United Wealth Management, LLC | 365.624 | 0,53 | 21.773 | -0,11 | ||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 12.119 | 0,58 | 722 | -0,14 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 10.683 | 10,50 | 636 | 9,84 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 72.874 | 2,81 | 4.340 | 2,14 | ||||
| 2026-04-20 | 13F | Peirce Capital Management, LLC | 266.200 | 4,98 | 15.852 | 4,32 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 11.731 | 2,62 | 699 | 1,90 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 3.433 | 204 | ||||||
| 2026-04-29 | 13F | Burney Co/ | 1.372.426 | 4,09 | 81.728 | 3,43 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 448 | 27 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 150.330 | 40,26 | 9 | 33,33 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 676.751 | 6,19 | 40.219 | 5,17 |
