Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, Gateway Wealth Partners, LLC, D.B. Root & Company, LLC, Protective Life Corp, Schwallier Wealth Management LLC, Commerce Bank, Financial Plan, Inc., Banque Transatlantique SA, BlueSky Wealth Advisors, LLC, Seeds Investor Llc, Integrity Wealth Partners, LLC, Econ Financial Services Corp, FineMark National Bank & Trust, Sequent Planning LLC, Chesley Taft & Associates LLC, Summit Financial, LLC, 21 West Wealth Management LLC, Retirement Planning Group, XY Planning Network, Inc., und Archvest Wealth Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | Alteri Wealth LLC | 14.330 | 1,54 | 673 | 1,20 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 18.955 | 890 | ||||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 223 | 10 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 683 | 0 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 68.706 | 13,49 | 3.226 | 13,16 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 427.520 | 12,20 | 20.072 | 11,89 | ||||
| 2026-05-13 | 13F | Banque Transatlantique SA | 18.340 | 861 | ||||||
| 2026-04-28 | 13F | Unison Advisors LLC | 125.265 | 3,70 | 5.881 | 3,41 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 165.640 | 11,00 | 7.777 | 10,69 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 319 | 0,31 | 15 | 0,00 | ||||
| 2026-05-13 | 13F | Pioneer Family Office, LLC | 76 | 0,00 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 19.275 | 48,66 | 905 | 48,36 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 7.743 | 4,52 | 345 | -0,86 | ||||
| 2026-04-23 | 13F | Unify Financial Advisors | 94.345 | 21,59 | 4.429 | 21,24 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 848 | 40 | ||||||
| 2026-05-01 | 13F | Midwest Trust Co | 4.351 | 204 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 4.611 | 5,32 | 216 | 4,85 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 19.553 | 42,41 | 918 | 41,95 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 10.772 | 59,70 | 506 | 59,31 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 303.323 | 6,65 | 14.241 | 6,36 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 163.776 | 7.689 | ||||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 36.381 | 1,18 | 1.708 | 0,95 | ||||
| 2026-05-05 | 13F | Schwallier Wealth Management LLC | 26.171 | 1.229 | ||||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 12.472 | 1,84 | 586 | 1,56 | ||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 430.538 | 3,97 | 20.214 | 3,68 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 157.089 | 15,28 | 7.375 | 14,96 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 106.186 | 5,12 | 4.985 | 4,84 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 30.605 | 32,60 | 1.437 | 32,23 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 1.080 | 219,53 | 51 | 233,33 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 384.290 | 92,09 | 18.042 | 91,57 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 5.547 | 4,19 | 260 | 4,00 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 5.494 | 0,05 | 258 | -0,39 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 55.826 | 2,96 | 2.621 | 2,70 | ||||
| 2026-04-22 | 13F | Seneca Financial Advisors LLC | 82.957 | 5,51 | 3.895 | 5,21 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 311.483 | 50,16 | 14.624 | 49,74 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 29.666 | 0,49 | 1.393 | 0,22 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 95.555 | 1,36 | 4.486 | 80,38 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 4.838 | 4,54 | 227 | 4,61 | ||||
| 2026-05-01 | 13F | Sterling Investment Management, Inc. | 328.670 | 0,86 | 15.431 | 0,58 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1.299.989 | 10,87 | 61 | 10,91 | ||||
| 2026-04-23 | 13F | Seek First Inc. | 60.753 | 0,28 | 2.852 | 0,00 | ||||
| 2026-04-24 | 13F | United Community Bank | 303 | 14 | ||||||
| 2026-05-04 | 13F | Retirement Planning Group | 5.173 | 243 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 23.715 | 5,89 | 1.113 | 5,60 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 94.973 | 2,18 | 4.459 | 1,92 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 359.916 | 1,99 | 16.898 | 1,71 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 1.056 | 1,54 | 50 | 2,08 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 5 | 0 | ||||||
| 2026-05-04 | 13F | Stirlingshire Investments, Inc. | 8.148 | 8,26 | 383 | 7,91 | ||||
| 2026-05-08 | 13F | Prudent Man Advisors, LLC | 114.924 | 62,93 | 5.396 | 62,50 | ||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 60.137 | 2,13 | 2.823 | 1,84 | ||||
| 2026-05-06 | 13F | Windward Private Wealth Management Inc. | 343.129 | 3,74 | 16.110 | 3,46 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 140 | 7 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 310.266 | 14,41 | 14.567 | 14,09 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 27.709 | 1,03 | 1.301 | 0,70 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 3.964 | 4,18 | 186 | 3,91 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 696.072 | 0,27 | 32.681 | -0,01 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 37.161 | 457,47 | 1.745 | 457,19 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 47.122 | 35,57 | 2.212 | 35,54 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 239.101 | 3,19 | 11.226 | 2,91 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 127.361 | 248,76 | 5.980 | 247,82 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 1.452.239 | 7,51 | 68.182 | 7,21 | ||||
| 2026-04-23 | 13F | Bell Bank | 897.929 | 6,27 | 42.158 | 5,98 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 299.204 | 13,87 | 14.048 | 13,55 | ||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 9.844 | 0,19 | 462 | 0,00 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 68 | 3 | ||||||
| 2026-04-21 | 13F | VCI Wealth Management LLC | 221.809 | 10,38 | 10.414 | 10,07 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 11.848 | 22,09 | 556 | 21,93 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 57.846 | 2,37 | 2.716 | 2,07 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 14.142 | 15,44 | 664 | 15,10 | ||||
| 2026-05-14 | 13F | Solstein Capital, LLC | 2.189 | 2,10 | 103 | 2,00 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 8.853.123 | 0,69 | 415.654 | 0,41 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 5.644 | 265 | ||||||
| 2026-04-21 | 13F | WT Wealth Management | 11.535 | 3,02 | 542 | 2,66 | ||||
| 2026-04-16 | 13F | Flywheel Private Wealth LLC | 7.200 | 12,50 | 338 | 12,29 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1.623 | 1,12 | 76 | 1,33 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 7.193 | 338 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 5.284.755 | 257,78 | 248.119 | 256,79 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 985 | 46 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 55.297 | 15,57 | 2.596 | 15,28 | ||||
| 2026-04-13 | 13F | ONE Advisory Partners, LLC | 173.324 | 5,42 | 8.138 | 5,13 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 36.416 | 100,30 | 1.710 | 99,88 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 11.037 | 2,78 | 515 | 1,78 | ||||
| 2026-05-04 | 13F | Brindle & Bay Financial Advisors, LLC | 47.510 | 4,34 | 2.231 | 4,06 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 313 | 15 | ||||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 12.698 | 60,96 | 596 | 60,65 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 239.136 | 0,63 | 11.227 | 0,36 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 21.949 | 12,94 | 1.031 | 12,69 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 5.073.807 | 2,81 | 238.232 | 2,53 | ||||
| 2026-05-11 | 13F | Commerce Bank | 24.418 | 1.146 | ||||||
| 2026-05-11 | 13F | Ponta Wealth Partners, LLC | 4.749 | 223 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 129.110 | 27,78 | 6.062 | 27,44 | ||||
| 2026-05-12 | 13F | Oakmont Advisory Group, LLC | 30.021 | 2,91 | 1.409 | 2,62 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 148.372 | 2,67 | 6.966 | 2,40 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 657 | 31 | ||||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 832.475 | 20,15 | 39.085 | 19,82 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 41 | 2 | ||||||
| 2026-04-10 | 13F | HT Partners LLC | 19.927 | 1,30 | 936 | 0,97 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 418.804 | 0,85 | 19.663 | 0,57 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 14.098 | 153,84 | 662 | 153,26 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 82.818 | 24,25 | 3.888 | 23,90 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 7.139 | 10,72 | 336 | 11,26 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 6.322 | 8,03 | 297 | 7,64 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 134.334 | 646,63 | 6.307 | 644,51 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 8.575 | 403 | ||||||
| 2026-05-06 | 13F | Goodman Financial Corp | 671.816 | 33,97 | 31.542 | 33,60 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 86.266 | 3,87 | 4.050 | 3,58 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 840.772 | 43,56 | 39.474 | 43,16 | ||||
| 2026-05-04 | 13F | Nwam Llc | 10.817 | 0,63 | 508 | 0,00 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 4.662 | 219 | ||||||
| 2026-04-21 | 13F | SWS Partners | 180.898 | 14,08 | 8.493 | 13,77 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 148.163 | 8,91 | 6.956 | 8,62 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 792.495 | 2,14 | 37.208 | 1,86 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 270.402 | 1,50 | 12.663 | 0,96 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 42.699 | 2.005 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 9.798 | 71,11 | 460 | 71,00 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 28.370 | 109,16 | 1.332 | 108,78 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 88.857 | 4,13 | 4.175 | 3,42 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 14.410 | 4,88 | 677 | 4,64 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 111.234 | 4,17 | 5.222 | 3,88 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 363 | 0,55 | 17 | 6,25 | ||||
| 2026-05-11 | 13F | A4 Wealth Advisors LLC | 30.719 | 25,67 | 1.442 | 25,39 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 257.027 | 5,93 | 12.067 | 5,64 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 49.075 | 3,46 | 2.304 | 3,18 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 69.020 | 6,26 | 3.240 | 5,99 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 36.637 | 1.720 | ||||||
| 2026-04-29 | 13F | Brighton Securities Corp. | 29.538 | 97,58 | 1.387 | 97,16 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3.875 | 0 | ||||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 1.052.213 | 1,27 | 49.401 | 0,99 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 415 | 6,96 | 20 | 5,56 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 4.260 | 200 | ||||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 12.717 | 4,75 | 597 | 6,23 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 51.269 | 1,76 | 2.407 | 1,48 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 31.807 | 66,16 | 1.497 | 66,70 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 10.286 | 7,58 | 483 | 7,11 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 1.591.330 | 2,47 | 74.713 | 2,19 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 6.854 | 0 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 305.309 | 15,18 | 14.334 | 14,86 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 13.813 | 0,07 | 649 | -0,15 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 16.299 | 5,11 | 765 | 4,94 | ||||
| 2026-05-13 | 13F | Cravens & Co Advisors, LLC | 214.501 | 1,29 | 10.071 | 0,62 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 66.163 | 16,46 | 3.115 | 16,76 | ||||
| 2026-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 1.093.478 | 21,24 | 51.339 | 20,91 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 860 | 259,83 | 40 | 263,64 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 397.068 | 0,76 | 18.694 | 103.750,00 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | 0 | ||||||
| 2026-05-14 | 13F | Northern Oak Wealth Management Inc | 321.798 | 16,56 | 15.108 | 16,24 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 5.129 | 240 | ||||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 232.230 | 7,00 | 11 | 0,00 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 507 | 54,57 | 24 | 53,33 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 45 | 2 | ||||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 4.317 | 203 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 46 | 4,55 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 73 | 3 | ||||||
| 2026-04-21 | 13F | RCS Financial Planning, LLC | 11.353 | 28,24 | 533 | 28,13 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 3.017.853 | 9,83 | 141.688 | 9,53 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 26.648 | 9,60 | 1.251 | 9,35 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 6 | 0 | ||||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 10.315 | 0,55 | 484 | 0,41 | ||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 15.905 | 2,94 | 747 | 2,61 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 162.515 | 24,46 | 7.630 | 23,86 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 8.931 | 13,84 | 417 | 12,43 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.264.087 | 2,03 | 59.349 | 1,75 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 134.841 | 22,84 | 6.331 | 22,48 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 260.329 | 9,83 | 12.222 | 9,53 | ||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 2.978 | 7,70 | 140 | 6,92 | ||||
| 2026-05-14 | 13F | Boyer & Corporon Wealth Management, LLC | 4.264 | 200 | ||||||
| 2026-04-27 | 13F | Thrive Capital Management, LLC | 41.073 | 3,08 | 1.928 | 2,83 | ||||
| 2026-04-15 | 13F | 21 West Wealth Management LLC | 5.229 | 246 | ||||||
| 2026-04-08 | 13F | Whitcomb & Hess, Inc. | 406.916 | 2,60 | 19.105 | 1,93 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 1.357.368 | 9,99 | 63.728 | 9,69 | ||||
| 2026-02-12 | 13F | FineMark National Bank & Trust | 6.595 | 310 | ||||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 3.160 | -0,28 | ||||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 4.770 | 224 | ||||||
| 2026-04-17 | 13F | Swp Financial Llc | 116.533 | 1,57 | 5.471 | 1,30 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 4.692 | 0,11 | 220 | 0,00 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.854 | 87 | ||||||
| 2026-05-14 | 13F | Potomac Fund Management Inc /adv | 12.018 | 12,53 | 564 | 12,35 | ||||
| 2026-05-14 | 13F | Rockbridge Investment Management, LCC | 77.570 | 0,01 | 3.642 | -0,27 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 8.691.596 | 4,74 | 408.071 | 4,45 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 5.425 | 17,37 | 255 | 17,05 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 695.811 | 13,42 | 32.668 | 13,11 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 131 | 6 | ||||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 58.635 | 3,87 | 2.753 | 3,58 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 9.995 | 35,97 | 469 | 35,55 | ||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 184.579 | 6,84 | 8.666 | 6,54 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 23.371 | 2,08 | 1.097 | 1,86 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1.364 | 64 | 48,84 | |||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 48.000 | 3,90 | 2.254 | 3,59 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 44.082 | 16,84 | 2.070 | 16,50 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 58.214 | 117,67 | 2.733 | 117,08 | ||||
| 2026-05-07 | 13F | Zevin Asset Management Llc | 364.166 | 5,49 | 17.098 | 5,20 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 662.218 | 4,73 | 30.853 | 3,63 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 294.898 | 2,14 | 13.845 | 1,86 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 81.007 | 29,91 | 3.803 | 29,57 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 89.461 | 88,47 | 4.200 | 88,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 583 | 27 | ||||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 67.886 | 520,25 | 3.187 | 518,83 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 25.359 | 0,97 | 1.191 | 0,68 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 387.281 | 1,96 | 18.183 | 1,67 | ||||
| 2026-05-15 | 13F | Alternative Investment Advisors, LLC. | 79.545 | 13,32 | 3.735 | 13,01 | ||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 4.836 | 227 | ||||||
| 2026-04-24 | 13F | Keybank National Association/oh | 2.320.540 | 2,02 | 108.949 | 1,74 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 95 | 4 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 6.313.068 | 0,35 | 296.398 | 0,07 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 137.541 | 7,80 | 6.458 | 7,51 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 1.002 | 9,39 | 47 | 9,30 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 12.868 | 0,02 | 608 | 0,50 | ||||
| 2026-05-15 | 13F | Saranac Partners Ltd | 17.978 | 53,29 | 1.192 | 115,76 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 187.266 | 6,42 | 8.792 | 6,13 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 6.915 | 1,07 | 325 | 0,62 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 66.414 | 10,97 | 3.118 | 10,69 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 21.838 | 11,19 | 1.025 | 10,93 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 171 | 8 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 82.204 | 21,53 | 3.859 | 21,20 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 27.333.692 | 21,99 | 1.283.317 | 21,66 | ||||
| 2026-01-29 | 13F | Comerica Bank | 61.377 | 5,65 | 2.890 | 5,90 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 9.515 | 0 | ||||||
| 2026-05-11 | 13F | United Capital Management of KS, Inc. | 220.453 | 6,91 | 10.350 | 6,62 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 40.577 | 0,88 | 1.905 | 0,63 | ||||
| 2026-04-21 | 13F | Trust Co Of Virginia /va | 4.485 | 1,82 | 211 | 1,45 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 885.936 | 382,69 | 41.471 | 378,10 | ||||
| 2026-04-20 | 13F | Bennett Associates Wealth Management | 37.232 | 8,28 | 1.748 | 8,03 | ||||
| 2026-05-04 | 13F | Parr Mcknight Wealth Management Group, Llc | 153.389 | 1,53 | 7.202 | 1,25 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 1.596.557 | 4,53 | 74.958 | 4,24 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 20.703 | 9,34 | 972 | 9,09 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 327.169 | 19,66 | 15.361 | 19,33 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 4.699 | 0,41 | 221 | 0,00 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 87.651 | 1,33 | 4.115 | 1,06 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 90.165 | 2,11 | 4.233 | 1,83 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 4.432 | 208 | ||||||
| 2026-04-13 | 13F | Arwa Llc | 14.195 | 14,82 | 667 | 14,60 | ||||
| 2026-05-12 | 13F | D.B. Root & Company, LLC | 38.941 | 1.828 | ||||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 6.181 | 290 | ||||||
| 2026-05-13 | 13F | Forthright Family Wealth Advisory LLC | 135.422 | 30,04 | 6.177 | 25,99 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 477.418 | 8,34 | 22.415 | 8,04 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 1.379.528 | 3,34 | 64.769 | 3,05 | ||||
| 2026-05-15 | 13F | Continental Investors Services, Inc. | 47.145 | 85,68 | 2.211 | 79,61 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 7.029 | 25,52 | 330 | 25,48 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 179.737 | 4,65 | 8.439 | 4,35 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 64.763 | 3.041 | ||||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 565.320 | 77,43 | 26.542 | 76,94 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 28.472 | 0,96 | 1.337 | 0,68 | ||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 13.401 | 2,50 | 629 | 2,28 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 165 | 13,79 | 8 | 16,67 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 41.338 | 12,95 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 140.419 | 14,48 | 6.593 | 14,17 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 11.576 | 69,54 | 543 | 69,16 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 107 | 0,94 | 5 | 25,00 | ||||
| 2026-04-16 | 13F | First Community Trust Na | 410 | 19 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 2.409.074 | 113.419 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 426.847 | 7,02 | 20.096 | 7,02 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 3.633 | 7,49 | 170 | 6,92 | ||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 40.671 | 4,43 | 1.910 | 4,15 | ||||
| 2026-01-26 | 13F/A | LifeWealth Investments, LLC | 60.032 | 59,53 | 2.780 | 62,95 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 433 | 20 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 11.275 | 10,29 | 529 | 9,98 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 155.487 | 4,38 | 7.300 | 4,09 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 39.633 | 20,34 | 1.861 | 20,00 | ||||
| 2026-04-15 | 13F | City Holding Co | 942 | 17,75 | 44 | 18,92 | ||||
| 2026-04-14 | 13F | LifePlan Financial, LLC | 48.804 | 5,73 | 2.291 | 5,43 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 33.932 | 42,57 | 1.593 | 42,23 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 38.360 | 4,58 | 1.801 | 4,35 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 9.633 | 20,62 | 452 | 20,53 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 13.876 | 46,57 | 651 | 46,29 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 5.443 | 25,01 | 256 | 25,00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 4.343 | 1,40 | 204 | 1,49 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 1.865 | 127,44 | 88 | 128,95 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 503.469 | 2,97 | 23.638 | 2,69 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 14.823 | 23,80 | 696 | 23,45 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 692.834 | 4,06 | 32.529 | 3,77 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 20.457 | 960 | ||||||
| 2026-05-12 | 13F | Planwiser Financial, Llc | 139.690 | 38,36 | 6.582 | 38,22 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 16.303 | 4,09 | 765 | 3,80 | ||||
| 2026-02-17 | 13F | Capital Insight Partners, Llc | 347.920 | 3,32 | 16.380 | 3,59 | ||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 401.252 | 72,22 | 18.830 | 71,53 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 14.860 | 9,45 | 698 | 9,08 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 387.238 | 9,26 | 18.181 | 8,96 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 732 | 14,20 | 34 | 13,33 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 624 | 845,45 | 29 | 866,67 | ||||
| 2026-05-06 | 13F | AXS Investments LLC | 51.370 | 54,21 | 2.412 | 53,76 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 393.471 | 1.241,44 | 18.473 | 1.238,62 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 10.799 | 507 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 41.499 | 340,40 | 1.954 | 340,86 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 6.206 | 291 | ||||||
| 2026-05-01 | 13F | FLC Capital Advisors | 285.094 | 3,48 | 13.385 | 3,20 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 84.748 | 528,04 | 3.979 | 526,46 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 329.248 | 30,65 | 15 | 36,36 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 95.737 | 0,29 | 4.495 | 0,00 | ||||
| 2026-04-23 | 13F | DiPaolo Financial Group, Inc. | 123.711 | 29,27 | 5.808 | 28,92 | ||||
| 2026-04-07 | 13F | Eastern Bank | 1.820 | 564,23 | 85 | 608,33 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 9.469 | 13,00 | 445 | 12,69 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 11.334 | 13,74 | 532 | 13,43 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 127.838 | 15,82 | 6.002 | 15,51 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 7.315.776 | 4,15 | 343.476 | 3,86 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 47.281 | 2,77 | 2.220 | 2,45 | ||||
| 2026-05-14 | 13F | Liberty One Investment Management, Llc | 51.679 | 45,05 | 2.426 | 44,66 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 5.283.317 | 3,64 | 248.052 | 3,36 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 244.635 | 19,99 | 11.486 | 19,66 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 5.422 | 1,97 | 254 | 1,20 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 25.055 | 8,93 | 1.176 | 8,69 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 91.003 | 10,14 | 4.284 | 10,44 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 149.475 | 1,84 | 7.018 | 1,56 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 624 | 0,81 | 29 | 0,00 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 13.112 | 116,76 | 616 | 116,55 | ||||
| 2026-05-05 | 13F | PFG Advisors | 214.939 | 8,66 | 10.091 | 8,37 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 58.918 | 70,64 | 2.766 | 70,22 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 81.560 | 0,79 | 3.829 | 0,53 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 112 | 5 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 12 | 1 | ||||||
| 2026-05-07 | 13F | New York Life Investment Management Llc | 381.666 | 4.090,45 | 17.919 | 5.534,91 | ||||
| 2026-05-07 | 13F | Rational Advisors Llc | 82.375 | 3.868 | ||||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 24.638 | 5,50 | 1.157 | 5,19 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 1.058 | 50 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 15.342 | 2,92 | 720 | 2,71 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 9.252 | 7,52 | 434 | 7,16 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 26.051 | 1.223 | ||||||
| 2026-04-29 | 13F | Staley Capital Advisers Inc | 331.425 | 5,81 | 15.560 | 5,52 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 32.104 | 20,93 | 1.507 | 20,66 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 150.801 | 12,64 | 7.080 | 12,33 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 6.119 | 21,24 | 287 | 20,59 | ||||
| 2026-05-13 | 13F | Richard W. Paul & Associates, LLC | 2.532 | 14,00 | 119 | 13,46 | ||||
| 2026-05-08 | 13F | Hardworking Capital Advisors, LLC | 5.627 | 4,67 | 264 | 4,35 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 424.759 | 9,53 | 19.942 | 9,23 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 1.464 | 55,08 | 69 | 54,55 | ||||
| 2026-05-06 | 13F | Finhabits Advisors LLC | 109.741 | 0,26 | 5.152 | 0,00 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 131 | 6 | ||||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 80 | 4 | ||||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 9.288 | 19,85 | 436 | 19,78 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 645.769 | 7,59 | 30.319 | 6,98 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 16.451 | 2,64 | 772 | 2,39 | ||||
| 2026-05-04 | 13F | Equity Investment Corp | 67.180 | 2,61 | 3.154 | 2,34 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 99 | 5 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 83.679 | 9,25 | 3.929 | 8,96 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 12.228 | 19,22 | 574 | 19,09 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 85.195 | 3,33 | 4.000 | 3,04 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 6.305 | 1,71 | 296 | 1,72 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 12.047 | 115,36 | 584 | 122,90 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 8 | 0 | ||||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 278 | 13 | ||||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 20.912 | 1,15 | 982 | 0,82 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 49.709 | 22,28 | 2.334 | 21,96 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 125.028 | 40,24 | 5.870 | 39,86 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 24.838.850 | 1,05 | 1.163.700 | 0,56 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 217.380 | 3,28 | 10.206 | 3,01 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 204.471 | 2,13 | 9.600 | 1,85 | ||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 67.791 | 1,18 | 3.183 | 0,89 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 5.197 | 1,09 | 244 | 0,83 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.824.039 | 7,61 | 85.638 | 7,32 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 13.555 | 123,79 | 636 | 123,16 | ||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 524 | 1.915,38 | 25 | 2.300,00 | ||||
| 2026-04-21 | 13F | Parker Financial LLC | 131.690 | 5,50 | 6.170 | 5,00 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 17.947 | 0,15 | 843 | -0,12 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 9.631 | 20,03 | 452 | 19,89 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 4.204 | 15,02 | 197 | 14,53 | ||||
| 2026-04-24 | 13F | Financial Plan, Inc. | 18.704 | 878 | ||||||
| 2026-05-07 | 13F | Burk Holdings LLC | 14 | 1 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 206.517 | 10,59 | 9.689 | 10,20 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 6.738.001 | 11,64 | 316.347 | 11,33 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 182.942 | 13,65 | 8.625 | 13,80 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 58.494 | 2,71 | 2.746 | 2,42 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 10.468 | 494 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 50.334 | 8,80 | 2.363 | 8,49 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 21 | 1 | ||||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 102.955 | 4,01 | 4.834 | 3,71 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 19 | 0,00 | ||||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 204.700 | 204,61 | 9.611 | 203,83 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 6.581 | 30,06 | 309 | 29,41 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 101 | 5 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.274.725 | 5,33 | 59.849 | 5,04 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 254 | 4,96 | 12 | 0,00 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 7.884 | 370 | ||||||
| 2026-05-13 | 13F | Syon Capital Llc | 487.281 | 22.878 | ||||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 7.047 | 1,66 | 331 | 1,23 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 101.382 | 0,14 | 4.760 | -0,15 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 209.435 | 8,75 | 9.833 | 8,44 | ||||
| 2026-04-21 | 13F | Econ Financial Services Corp | 7.049 | 331 | ||||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 52.187 | 6,46 | 2.450 | 6,20 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 547.551 | 4,76 | 25.708 | 4,47 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 9.281 | 15,55 | 436 | 15,08 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 808.794 | 5,14 | 37.973 | 4,85 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 30.419 | 28,87 | 1.428 | 28,53 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 5.308 | 2,79 | 249 | 3,75 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 361 | 17 | ||||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 57.494 | 70,26 | 2.707 | 70,73 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 2.676 | 125 | ||||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 24.485 | 19,76 | 1.150 | 19,44 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 142.546 | 46,13 | 6.693 | 45,73 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 9.386.930 | 4,21 | 440.716 | 3,93 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 4.492 | 0,63 | 211 | 0,00 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 105.910 | 0,63 | 4.972 | 0,34 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 39.184 | 6,78 | 1.840 | 6,49 | ||||
| 2026-05-15 | 13F | Fmr Llc | 21.454 | 54,06 | 1.007 | 53,74 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 13.225 | 12,86 | 621 | 12,52 | ||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 52.543 | 4,12 | 2.467 | 3,83 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 3.847 | 4,48 | 181 | 4,05 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 5.822 | 12,81 | 273 | 12,81 | ||||
| 2026-05-04 | 13F | Lincoln National Corp | 3.791.318 | 1,08 | 178.002 | 0,80 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 316.011 | 3,39 | 14.837 | 3,11 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 858.544 | 11,14 | 40.326 | 10,82 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 32 | 2 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 11.501 | 30,22 | 513 | 23,37 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 10.101 | 4,32 | 474 | 4,18 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2.116 | 28,32 | 99 | 28,57 | ||||
| 2026-04-28 | 13F | SeaBridge Investment Advisors LLC | 451.757 | 2,25 | 21.210 | 1,97 | ||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 172.113 | 0,69 | 8.081 | 0,41 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 65.922 | 3.637,07 | 3.095 | 3.628,92 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 5.413 | 2,34 | 254 | 2,42 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 115.823 | 73,20 | 5.438 | 72,71 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 857.138 | 795,31 | 40.243 | 792,88 | ||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 19.469 | 8,58 | 914 | 8,29 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 237.203 | 66,19 | 11.137 | 65,74 | ||||
| 2026-04-14 | 13F | eCIO, Inc. | 302.148 | 19,88 | 14.186 | 19,55 | ||||
| 2026-05-07 | 13F | First National Trust Co | 302.158 | 0,08 | 14.186 | -0,20 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 80.845 | 3,57 | 3.796 | 3,29 | ||||
| 2026-05-15 | 13F | Hamilton Capital, LLC | 476.555 | 4,78 | 22.374 | 4,50 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 5.289.178 | 6,65 | 248.327 | 6,35 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 7.378 | 10,73 | 346 | 10,54 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 47.875 | 5,31 | 2.248 | 5,00 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 5.507 | 7,47 | 259 | 7,05 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 668.491 | 31.386 | ||||||
| 2026-04-28 | 13F | Family CFO Inc | 322.897 | 3,03 | 15.160 | 2,74 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 227.469 | 21,76 | 10.680 | 21,42 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 971.693 | 5,55 | 46 | 4,65 |
