Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, Quent Long Short Global Small Cap Fund, LP, Nicolet Bankshares Inc, Spartan Wealth Advisory Services LLC, BTG Pactual Asset Management US LLC, XML Financial, LLC, Shelton Capital Management, Diversify Wealth Management, Llc, Cvfg Llc, Baer Investment Advisory LLC, Vanguard Advisers Inc, TIAA Wealth Investment Management LLC, Cerro Pacific Wealth Advisors LLC, Holistic Planning, LLC, IFS Group,LLC, Forum Finance Group S.A., Elevation Advisory Partners LLC, Junk Investment Group, LLC, Calamos Advisors LLC, und Gateway Wealth Partners, LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 60.046 | 4,22 | 6.586 | -6,10 | ||||
| 2026-05-14 | 13F | JHP Wealth Management, LLC | 4.127 | 0,12 | 453 | -9,78 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 48.267 | 5,88 | 5.343 | -3,75 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 4.545 | 0,09 | 499 | -9,78 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 3.629 | 0,47 | 398 | -9,34 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 59 | 6 | ||||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 695.315 | 9,70 | 76.269 | -1,17 | ||||
| 2026-04-22 | 13F | StoryOne LLC | 0 | 242 | -10,07 | |||||
| 2026-05-08 | 13F | Jabodon Pt Co | 1.634.211 | 11,97 | 179 | 1,13 | ||||
| 2026-02-11 | 13F | MidWestOne Financial Group, Inc. | 264.062 | 1,07 | 32.150 | 2,12 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 537.037 | 5,15 | 58.908 | -5,26 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 12.705 | 0,79 | 1.394 | -9,19 | ||||
| 2026-05-05 | 13F | 93 Financial Group, LLC | 599.199 | 1,26 | 65.726 | -8,77 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 12.947 | 11,24 | 1.420 | 0,21 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 170.845 | 0,90 | 18.740 | -9,10 | ||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 10.319 | 17,00 | 1.132 | 5,41 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 36.288 | 3.980 | ||||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 678 | 0,15 | 74 | -9,76 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 182.935 | 2,88 | 20.066 | -7,31 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 3.458 | 25,84 | 379 | 13,47 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 59.374 | 333,77 | 6.513 | 290,88 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 262.913 | 7.637,29 | 32.010 | 1.275,55 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 7.115 | 780 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 30.811 | 6,35 | 3.380 | -4,20 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 5.659.298 | 620.768 | ||||||
| 2026-05-01 | 13F | Cullinan Associates Inc | 2.717 | 6,93 | 298 | -3,56 | ||||
| 2026-04-15 | 13F | Northbridge Financial Group, Llc | 2.892 | 337 | ||||||
| 2026-05-06 | 13F | 71 West Capital Partners | 124.767 | 2,86 | 13.686 | -7,33 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 193.068 | 38,37 | 23.506 | 39,82 | ||||
| 2026-05-14 | 13F | Betterment LLC | 6.655 | 8,60 | 1 | |||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 960.375 | 4,50 | 105.344 | -5,85 | ||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 16.595 | 2,81 | 1.820 | -7,38 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 112.650 | 19,42 | 12.357 | 7,59 | ||||
| 2026-04-14 | 13F | Spectrum Investment Advisors, Inc. | 30.508 | 6,85 | 3.346 | -3,74 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 54.510 | 4,89 | 5.979 | -5,50 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 572 | 580,95 | 63 | 520,00 | ||||
| 2026-05-08 | 13F | Evergreen Wealth Partners LLC | 170.887 | 0,66 | 18.745 | -9,31 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 41 | 4 | ||||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 5.891 | 11,36 | 646 | 0,31 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 54.665 | 14,91 | 5.996 | 3,54 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 36.800 | 17,32 | 4.037 | 5,71 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 375.591 | 2,96 | 41.198 | -7,23 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 29 | 3 | ||||||
| 2026-04-22 | 13F | Vicus Capital | 7.716 | 14,16 | 846 | 2,92 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 4.225 | 0,02 | 0 | |||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 1.053.250 | 128.233 | ||||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 30.382 | 916,12 | 3.333 | 817,91 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 13.310 | 1,56 | 1.460 | -8,53 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 34 | 4 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 10.063 | 8,80 | 1.104 | -2,04 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 2.180 | 0,14 | 239 | -9,81 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 13.549 | 3,63 | 1.486 | -6,60 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 36.211 | 4,02 | 4.409 | 5,10 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 20.655 | 28,89 | 2.266 | 16,09 | ||||
| 2026-04-22 | 13F | Nicholson Meyer Capital Management, Inc. | 64.065 | 4,72 | 7.027 | -5,65 | ||||
| 2026-04-27 | 13F | Citizens & Northern Corp | 384.641 | 4,60 | 42.191 | -5,76 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 24.170 | 17,31 | 2.651 | 5,70 | ||||
| 2026-04-01 | 13F | LBJ Family Wealth Advisors, Ltd. | 14.044 | 2,22 | 1 | 0,00 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 531.649 | 11,44 | 58.317 | 0,40 | ||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 132.198 | 8,52 | 14.501 | -2,24 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 22.231 | 2.439 | ||||||
| 2026-04-29 | 13F | Golden Road Advisors Llc | 52.959 | 0,66 | 5.809 | -9,31 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 17.423 | 20,08 | 1.911 | 8,21 | ||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 45.641 | 0,02 | 5.006 | -9,90 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 59.614 | 1,85 | 6.539 | -8,24 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 13.004 | 0,54 | 1.426 | -9,40 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 671 | 819,18 | 74 | 812,50 | ||||
| 2026-04-22 | 13F | Matrix Asset Advisors Inc/ny | 6.100 | 669 | ||||||
| 2026-05-06 | 13F | Windward Private Wealth Management Inc. | 300.323 | 2,57 | 32.942 | -7,59 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 75.145 | 8.243 | ||||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 197.948 | 23,13 | 21.713 | 10,94 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 3.457 | 10,38 | 379 | -0,52 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 14.590 | 0,81 | 1.776 | 1,89 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 10.563 | 4,89 | 1.159 | -5,55 | ||||
| 2026-05-08 | 13F | Elevation Advisory Partners LLC | 8.759 | 1.069 | ||||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 84.858 | 37,33 | 9.308 | 23,73 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 22.071 | 45,16 | 2.421 | 30,79 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 457.066 | 0,35 | 50.136 | -9,59 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 7.348 | 180,24 | 806 | 152,66 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 10.916 | 265,94 | 1.197 | 229,75 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 15.290 | 10,89 | 1.677 | -0,06 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 283 | 34 | ||||||
| 2026-05-11 | 13F | Haverford Trust Co | 236.938 | 43,79 | 25.990 | 29,55 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 34.756 | 9,93 | 3.812 | -0,96 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 184.848 | 6,41 | 20.276 | -4,13 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 104.970 | 0,66 | 11.514 | -9,31 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 5.054 | 554 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 28.823.535 | 671,27 | 3.161.654 | 594,87 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 3.711 | 407 | ||||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 976 | 11,04 | 107 | 0,00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 6.303 | 33,82 | 691 | 20,59 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 113.001 | 7,53 | 12.395 | -3,12 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 29.204 | 5,73 | 3.203 | 106.666,67 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 991.753 | 19,52 | 108.785 | 7,68 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 2.264 | 248 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 1.190 | 131 | ||||||
| 2026-05-12 | 13F | Tannin Capital LLC | 2.014 | 1,82 | 221 | -8,33 | ||||
| 2026-05-15 | 13F | Shelton Capital Management | 25.545 | 2.802 | ||||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 7.598 | 833 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 26.265 | 0,40 | 2.881 | -9,54 | ||||
| 2026-04-21 | 13F | Sunpointe, LLC | 24.961 | 2,09 | 2.738 | -8,03 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 223.090 | 585,80 | 27.161 | 799,97 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 8.048 | 0,02 | 1 | |||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 429.683 | 4,52 | 52.314 | 5,60 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 85.543 | 34,13 | 9 | 28,57 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 290.126 | 8,08 | 30.672 | -6,91 | ||||
| 2026-05-11 | 13F | Commerce Bank | 359.470 | 0,01 | 39.430 | -9,90 | ||||
| 2026-02-13 | 13F | Barclays Plc | 5.600 | 682 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 21.382 | 3,29 | 2.345 | -6,94 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 8.579 | 26,83 | 941 | 14,34 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 4.659 | 1,11 | 511 | -9,09 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 8.304 | 0,10 | 911 | -9,90 | ||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 7.455 | 17,11 | 818 | 5,42 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 5.743 | 630 | ||||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 6.623 | 1,56 | 727 | -8,45 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 32.934 | 24,13 | 3.612 | 11,83 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 18.230 | 72,75 | 2.094 | 62,00 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 2.953 | 0,14 | 324 | -10,03 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 62.340 | 125,00 | 7.590 | 127,35 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 12.318 | 104,69 | 1.351 | 84,56 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 9.406 | 0,03 | 1.032 | -9,88 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 716.080 | 96,36 | 78.547 | 76,91 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 636 | 0,16 | 70 | -10,39 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 3.713 | 407 | ||||||
| 2026-05-15 | 13F | Chevy Chase Trust Holdings, Inc. | 8.128 | 3,52 | 892 | -6,70 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 3.123 | 343 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 145.726 | 15,59 | 15.985 | 4,14 | ||||
| 2026-04-20 | 13F | First American Bank | 3.288 | 361 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 17.477 | 7,84 | 1.917 | -2,89 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 1.749 | 192 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 20.743 | 8,40 | 2.275 | -2,32 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 5.643 | 0,41 | 619 | -9,50 | ||||
| 2026-04-10 | 13F | GEM Asset Management, LLC | 55.746 | 10,36 | 6.115 | -1,36 | ||||
| 2026-05-11 | 13F | McCartney Wealth Management LLC | 2.768 | 0,11 | 304 | -9,82 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 60.897 | 3,34 | 6.680 | -6,90 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 4.293 | 48,19 | 471 | 33,52 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 1.806 | 0,11 | 198 | -9,59 | ||||
| 2026-04-24 | 13F | Gilliland Jeter Wealth Management LLC | 3.601 | 0,11 | 395 | -9,84 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 31.361 | 3.440 | ||||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 22.488 | 2.467 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 1.073.317 | 24,31 | 117.732 | 12,00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 973 | -20,25 | ||||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 204.331 | 2,19 | 22.413 | -7,93 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 281 | 31 | ||||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 246.834 | 8,28 | 27.075 | -2,45 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 1.251.581 | 8,93 | 137.286 | -1,86 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 499.341 | 1,37 | 54.773 | -8,67 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 16.958 | 3,55 | 1.860 | -6,67 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 2.582 | 5,65 | 283 | -4,71 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 21.372 | 100,69 | 2.602 | 102,81 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 18.464 | 4,73 | 2.025 | -5,64 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 37.652 | 26,42 | 4.130 | 13,90 | ||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 14.746 | 20,34 | 1.617 | 8,45 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 79.700 | 8.742 | ||||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 143.583 | 9,87 | 15.750 | -1,01 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 131.345 | 0,90 | 14.407 | -9,09 | ||||
| 2026-05-11 | 13F | Cascade Wealth Advisors, Inc | 65.644 | 10,20 | 8.349 | 15,08 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 1.653 | 1,54 | 181 | -8,59 | ||||
| 2026-05-14 | 13F | JustInvest LLC | 3.060 | 27,39 | 336 | 14,73 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 50.927 | 3,54 | 5.586 | -6,71 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 3.711 | 25,71 | 407 | 13,37 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 33.835 | 6,71 | 3.711 | -3,86 | ||||
| 2026-05-01 | 13F | Pacific Life Fund Advisors LLC | 345.222 | 7,02 | 37.867 | -3,58 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 13.226 | 1,54 | 1.451 | -8,52 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 511 | 56 | ||||||
| 2026-04-17 | 13F | Old North State Wealth Management, LLC | 2.815 | 0,04 | 309 | -9,94 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 2.237 | 0,04 | 245 | -9,93 | ||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 2.981 | 1,71 | 327 | -8,15 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 689 | 76 | ||||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 26 | 3 | ||||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 3.414 | 10,63 | 374 | -0,27 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 4.118 | 452 | ||||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 101 | 11 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 2.587 | 3,56 | 284 | -6,91 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 4.132 | 453 | ||||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 34.059 | 6,64 | 3.736 | -3,94 | ||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 4.574 | 121,72 | 502 | 99,60 | ||||
| 2026-05-13 | 13F | Arvest Bank Trust Division | 3.521 | 386 | ||||||
| 2026-05-11 | 13F | Elite Life Management LLC | 3.742 | 3,46 | 476 | 12,03 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 204 | 827,27 | 25 | 1.150,00 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 23.525 | 122,35 | 2.580 | 100,31 | ||||
| 2026-05-27 | 13F | Westshore Wealth, LLC | 31.016 | 12,26 | 3.402 | 1,16 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 44 | 5 | ||||||
| 2026-04-08 | 13F | Lpwm Llc | 660.553 | 0,13 | 72.456 | -9,79 | ||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 2.738 | 336 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 4.009 | 0,38 | 440 | -9,67 | ||||
| 2026-04-08 | 13F | Aurelius Family Office LLC | 54.877 | 3,40 | 6.019 | -6,93 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 54.278 | 17,86 | 5.954 | 6,15 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 38.501 | 1,31 | 4.223 | -8,73 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.754 | 192 | ||||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 265.499 | 29.123 | ||||||
| 2026-04-29 | 13F | Connable Office Inc | 129.028 | 0,09 | 14.153 | -9,82 | ||||
| 2026-05-08 | 13F | Bokf, Na | 8.408 | 2,55 | 922 | -7,62 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 7.776 | 0,09 | 853 | -9,74 | ||||
| 2026-04-16 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 3.373 | 370 | ||||||
| 2026-05-07 | 13F | REDW Wealth LLC | 27.662 | 43,90 | 3.034 | 29,66 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 2.585 | 0,12 | 284 | -9,87 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 9.733 | 1.068 | ||||||
| 2026-05-13 | 13F/A | MWA Asset Management | 3.055 | 0,43 | 335 | -9,46 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 9.146 | 27,77 | 1.161 | 33,18 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 7.409 | 18,41 | 902 | 19,79 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 11.803 | 156,75 | 1.295 | 131,48 | ||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 8.695 | 954 | ||||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 2.449 | 269 | ||||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 106.236 | 11.653 | ||||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 1.298 | 5.800,00 | 142 | 7.000,00 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 416.362 | 143,98 | 45.671 | 119,81 | ||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 42.303 | 5.098 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 13.832 | 157,00 | 1.517 | 131,60 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 107.153 | 2,90 | 11.754 | -7,30 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 50.054 | 10,08 | 5.490 | -0,81 | ||||
| 2026-04-28 | 13F | Hapanowicz & Associates Financial Services, Inc | 527.960 | 1,71 | 57.912 | -8,37 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 5.148 | 2,73 | 565 | -7,54 | ||||
| 2026-05-15 | 13F | Vance Wealth, Inc. | 126.290 | 8,83 | 13.853 | -1,95 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 1.177 | 129 | ||||||
| 2026-05-14 | 13F | Cedar Wealth Management, LLC | 6.690 | 9,51 | 734 | -1,35 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 14.502 | 1.591 | ||||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 45.046 | 99,63 | 4.941 | 79,87 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 159.489 | 1,90 | 17.494 | -8,20 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 248.740 | 227,17 | 27.284 | 194,77 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 306.128 | 1,52 | 33.579 | -8,54 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 771 | 37,43 | 85 | 23,53 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 9.736.578 | 12,46 | 1.068.005 | 1,32 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 162.334 | 0,77 | 17.806 | -9,21 | ||||
| 2026-04-22 | 13F | Brandywine Asset Management, Inc. | 101.346 | 6,44 | 11.261 | 1,16 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 3.503 | 384 | ||||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 23.388 | 2,27 | 3 | 0,00 | ||||
| 2026-05-12 | 13F | Safe Harbor Family Capital, LLC | 74.735 | 16,52 | 8.198 | 4,98 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 9.933 | 57,14 | 1.219 | 59,35 | ||||
| 2026-05-05 | 13F | Investment Partners, Ltd. | 3.784 | 415 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 16.782.350 | 105,31 | 1.840.856 | 84,97 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 78.895 | 11,56 | 8.654 | 0,51 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 12.178 | 59,75 | 1.336 | 43,86 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 13.872 | 25,02 | 1.522 | 12,67 | ||||
| 2026-04-29 | 13F | Patron Partners Advisors, Llc | 1.890 | 0,05 | 207 | -9,61 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 40 | 4 | ||||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 3.969 | 6,87 | 435 | -3,76 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 1.095.021 | 3,97 | 120.113 | -6,33 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 355.648 | 29,95 | 43.588 | 30,82 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 42.359 | 0,79 | 4.646 | -9,19 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 113 | 14 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 5.066.913 | 48,11 | 555.790 | 33,44 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 464.754 | 10,02 | 50.979 | -0,88 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 8.544 | 31,49 | 937 | 18,46 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 168.410 | 68,81 | 18.473 | 52,09 | ||||
| 2026-05-08 | 13F | Asset Management One Co., Ltd. | 1.016 | 93,16 | 111 | 73,44 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 8.782 | 5,05 | 1.089 | 6,98 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 1.948 | 18,56 | 214 | 6,50 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 379 | 0 | ||||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 95.655 | 0,11 | 10.492 | -9,81 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 22.001 | 2.693 | ||||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 3.547 | 0,74 | 389 | -9,11 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 3.592.959 | 2,91 | 394.112 | -7,28 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 4.514 | 13,82 | 495 | 2,70 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 2.389 | 262 | ||||||
| 2026-04-17 | 13F | Hamilton Capital Partners, Llc | 2.682 | 294 | ||||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 8.826 | 1 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 278 | 334,38 | 30 | 328,57 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 76.119.779 | 48,51 | 8.349.579 | 33,80 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 50.703 | 38,97 | 5.562 | 25,19 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 45.391 | 2,15 | 4.979 | -7,99 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20.755 | 0,20 | 2.277 | -9,72 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 15.290 | 1.677 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 3.825 | 1,73 | 420 | -8,32 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 2.334 | 77,63 | 256 | 61,01 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 6.980 | 766 | ||||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 2.415 | 265 | ||||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 8.387 | 0,02 | 920 | -9,90 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 64.245 | 23,70 | 7.047 | 11,45 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 2.776 | 26,93 | 0 | |||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 2.811 | 41,83 | 308 | 27,80 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 1.869 | 1.235,00 | 205 | 1.105,88 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 79.346 | 0,85 | 8.703 | -9,14 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 454.592 | 71,35 | 49.864 | 54,38 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 12.375 | 42,24 | 1 | 0,00 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 4.480 | 0,09 | 491 | -9,74 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 661 | 3,93 | 73 | -6,49 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1.042 | 108,82 | 115 | 91,67 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 4.417 | 0,14 | 485 | -9,87 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 2.058 | 226 | ||||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 1.696 | 186 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 16.033 | 12,67 | 2 | 0,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 649 | 71 | ||||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 4.689 | 0,13 | 514 | -9,82 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 7.946 | 26,31 | 872 | 13,86 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 2.347 | 257 | ||||||
| 2026-05-05 | 13F | One Day In July LLC | 36.174 | 2,95 | 3.968 | -7,25 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 6.811 | 44,06 | 747 | 29,91 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 3.416 | 375 | ||||||
| 2026-04-17 | 13F | Berman McAleer LLC | 7.661 | 3,39 | 840 | -6,87 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2.077.244 | 34,65 | 220.604 | 17,46 | ||||
| 2026-04-28 | 13F | Kanawha Capital Management Llc | 1.998 | 219 | ||||||
| 2026-04-23 | 13F | Embree Financial Group | 23.276 | 27,05 | 2.553 | 14,48 | ||||
| 2026-05-20 | 13F | TrueWealth Financial Partners | 3.237 | 355 | ||||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 100.745 | 9,67 | 11.051 | -1,20 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 57.507 | 0,37 | 6.308 | -9,58 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 93.497 | 11,18 | 11.327 | 10,57 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 148 | 16 | ||||||
| 2026-05-15 | 13F | Gross & Hartman Investments LLC | 84.484 | 17,76 | 9.267 | 6,09 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 546.367 | 1,46 | 59.931 | -8,59 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 502 | 55 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 67.595 | 458,45 | 7.415 | 403,33 | ||||
| 2026-05-07 | 13F | Ckw Financial Group | 47.314 | 6,09 | 5 | 0,00 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 791 | 23,59 | 87 | 11,69 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 2.565 | 281 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 366.453 | 3.407,73 | 40.123 | 3.089,35 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 235.754 | 5,44 | 25.860 | -5,01 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 7.023 | 2,26 | 770 | -7,89 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 12.033 | 6,58 | 1.320 | -4,00 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 4.034 | 96,21 | 442 | 76,80 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 588.709 | 1,86 | 57.970 | -8,04 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 38.103 | 0,01 | 4.180 | -9,90 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 22.832 | 0,96 | 2.504 | -9,04 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1.300 | 522,01 | 144 | 472,00 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 150.664 | 39,67 | 17 | 23,08 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 41.468 | 13.106,37 | 4.583 | 11.960,53 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 56.329 | 124,36 | 6.179 | 102,16 | ||||
| 2026-05-14 | 13F | Lebenthal Global Advisors, LLC | 146.265 | 0,63 | 16.044 | -9,34 | ||||
| 2026-04-09 | 13F | Taddei, Ludwig & Associates, Inc. | 654.798 | 4,66 | 71.825 | -5,71 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 11.602 | 18,30 | 1.273 | 6,53 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 817 | 90 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 72.331 | 1,87 | 7.934 | -8,21 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 109.925 | 6,40 | 12.058 | -4,14 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 4.325 | 7,51 | 474 | -3,07 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 6.520 | 4,76 | 715 | -5,55 | ||||
| 2026-05-15 | 13F | Investment Counsel Co Of Nevada | 501 | 0,20 | 55 | -10,00 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 2.419 | 13,25 | 265 | 1,92 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 2.216 | 44.220,00 | 243 | |||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 31.759 | 11,29 | 3.484 | 0,26 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 89 | 10 | ||||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 2.109 | 231 | ||||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 2.487 | 1,22 | 273 | -9,03 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1.423 | 1,64 | 173 | 2,98 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 5.383 | 59,21 | 590 | 43,55 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 1.672 | 183 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 12.992 | 3,54 | 1.425 | -6,68 | ||||
| 2026-05-11 | 13F | Castlekeep Investment Advisors Llc | 20.178 | 10,69 | 2.213 | -0,27 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 45.168 | 1,56 | 4.954 | -8,50 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 15.480 | 6,30 | 1.698 | -4,18 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 355.836 | 297,24 | 39 | 290,00 | ||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 7.550 | 0,68 | 828 | -9,31 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 1.895 | 0,16 | 208 | -10,00 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 1.824 | 200 | ||||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 2.451 | 269 | ||||||
| 2026-05-13 | 13F | Measured Wealth Private Client Group, LLC | 460 | 187,50 | 50 | 163,16 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 3.133 | 1,06 | 344 | -9,02 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 16.578 | 17,47 | 1.818 | 5,82 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 12.827 | 20,82 | 1.407 | 8,82 | ||||
| 2026-05-12 | 13F | ForthRight Wealth Management, LLC | 9.088 | 6,53 | 997 | -4,05 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.007.536 | 50,93 | 106.517 | 31,05 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 140.294 | 3,54 | 15.389 | -6,72 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.288.656 | 17,72 | 141.352 | 6,06 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 36.520 | 268,00 | 4.006 | 231,54 | ||||
| 2026-05-11 | 13F | Clarendon Private LLC | 1.938 | 0,10 | 213 | -9,79 | ||||
| 2026-05-15 | 13F | Advisory Resource Group | 64.018 | 7,66 | 7.022 | -3,00 | ||||
| 2026-05-11 | 13F | Brand Asset Management Group, Inc. | 137.582 | 8,56 | 15.091 | -2,19 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 67 | 8 | ||||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 6.257 | 1,44 | 686 | -8,53 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 863.072 | 19,65 | 94.670 | 7,80 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 19.189 | 29,56 | 2.105 | 15,73 | ||||
| 2026-04-10 | 13F | Cerro Pacific Wealth Advisors LLC | 10.256 | 1.125 | ||||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 3.365 | 0,99 | 369 | -8,89 | ||||
| 2026-05-08 | 13F | Cura Wealth Advisors, Llc | 6.055 | 2,73 | 664 | -7,39 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 359.732 | 6,10 | 39.459 | -4,41 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3.114.782 | 0,16 | 341.660 | -9,76 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1.380 | 151 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 88.260 | 4.239,23 | 9.681 | 3.819,43 | ||||
| 2026-05-01 | 13F | UNIVEST FINANCIAL Corp | 2.660 | 292 | ||||||
| 2026-04-23 | 13F | Fairman Group, LLC | 97 | 1,04 | 11 | -9,09 | ||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 78 | 5,41 | 9 | -11,11 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 9.237 | 0,51 | 1.013 | -9,39 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 61.213 | 28,57 | 6.714 | 15,84 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 8.190 | 177,63 | 898 | 150,14 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 218.649 | 6,40 | 23.990 | -4,07 | ||||
| 2026-04-15 | 13F | Bernardo Wealth Planning LLC | 204.728 | 1,38 | 22.457 | -8,66 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 441.472 | 20,98 | 48.425 | 8,99 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 52.584 | 3,23 | 5.768 | -7,00 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 14.551 | 0,71 | 1.596 | -9,27 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 21.402 | 167,19 | 2.348 | 140,72 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 36.234 | 3.974 | ||||||
| 2026-04-15 | 13F | Trust Point Inc. | 5.482 | 12,78 | 601 | 1,69 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 2.826 | 3,74 | 310 | -6,65 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1.870.728 | 2,48 | 205.201 | -7,67 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 163.154 | 35,57 | 17.896 | 22,14 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 159.274 | 53,36 | 17.471 | 38,17 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 3.347 | 126,00 | 367 | 103,89 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 9.424 | 45,97 | 1.034 | 31,42 | ||||
| 2026-04-27 | 13F | Directional Asset Management | 2.091 | 22,42 | 229 | 10,63 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 10.500 | 88,24 | 1.152 | 69,51 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 7.593 | 2,32 | 833 | -7,86 | ||||
| 2026-04-30 | 13F | Forza Wealth Management, LLC | 2.584 | 283 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 108 | 12 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 252.935 | 4,01 | 27.744 | -6,30 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 12.794 | 1.355 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 105.626 | 9,16 | 11.586 | -1,66 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 1.969 | 18,90 | 216 | 6,97 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 1.954.543 | 0,72 | 214.394 | -9,26 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 3.244 | 44,82 | 356 | 30,51 | ||||
| 2026-05-11 | 13F | Empire Life Investments Inc. | 67.070 | 42,01 | 7.424 | 29,10 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 148.262 | 9,26 | 16.263 | -1,57 | ||||
| 2026-04-20 | 13F | Auour Investments LLC | 40.740 | 2,71 | 4.469 | -7,48 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 291.387 | 13,43 | 31.962 | 2,19 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 206.674 | 6,84 | 22.670 | -3,74 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 6.556 | 719 | ||||||
| 2026-05-12 | 13F | Voya Investment Management Llc | 85.096 | 230,78 | 9.334 | 198,02 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 4.240.387 | 0,25 | 465.128 | -9,68 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 720.571 | 66,16 | 79.039 | 49,70 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 6.862 | 762 | ||||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 339.365 | 2,98 | 37.225 | -7,23 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 153.990 | 33,22 | 16.891 | 20,33 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 24.685 | 91,45 | 2.708 | 72,53 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 20 | 25,00 | 2 | 100,00 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 5.448 | 53,81 | 598 | 38,52 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 11.109 | 2,40 | 1.219 | -7,73 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1.827 | 200 | ||||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 2.235 | 248 | ||||||
| 2026-05-07 | 13F | Grant Street Asset Management, Inc. | 3.652 | 66,38 | 401 | 49,81 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 224.998 | 2.053,71 | 27.394 | 2.077,50 | ||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 202.524 | 1,88 | 22.215 | -8,21 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 2.483 | 2,65 | 272 | -7,48 | ||||
| 2026-05-12 | 13F | Creative Planning | 2.150.175 | 1.668,18 | 235.853 | 1.493,06 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.247.760 | 111,69 | 136.867 | 90,72 | ||||
| 2026-04-10 | 13F | Eagle Wealth Strategies Llc | 2.856 | 313 | ||||||
| 2026-04-29 | 13F | Cvfg Llc | 17.755 | 1.948 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 1.308.614 | 125,80 | 143.542 | 103,44 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 9.656 | 1.059 | ||||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 39.836 | 0,14 | 4.370 | -9,79 | ||||
| 2026-05-12 | 13F | Klingenstein Fields & Co Lp | 89.163 | 13,77 | 9.780 | 2,50 | ||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 455 | 50 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 5.184.899 | 411,65 | 568.732 | 360,97 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5.917 | 30,70 | 649 | 17,79 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 290.288 | 20,63 | 31.842 | 8,68 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 13.157 | 2,33 | 1.443 | -7,80 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 57.368 | 73,53 | 6.293 | 56,36 | ||||
| 2026-05-05 | 13F | Solutions 4 Wealth, Ltd | 13.033 | 59,44 | 1.430 | 43,62 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 4.631 | 564 | ||||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 68.575 | 53,23 | 7.522 | 38,05 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 1.316 | 0,15 | 144 | -9,43 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 55.637 | 5,63 | 6.103 | -4,83 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1.803.853 | 13,95 | 198 | 2,60 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 4.836 | 31,09 | 530 | 18,04 |
