RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF - Institutionelles Eigentümerschaft - Verkäufer

First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
US ˙ NasdaqGM ˙ US33738R5063

Institutionelle und Fonds-Eigentümerschaft - Verkäufer

Diese Seite zeigt Institutionen, Fonds und Großaktionäre, die im letzten Berichtszeitraum ihre Bestände verringert oder ihre Positionen geschlossen haben. Rote Zeilen zeigen geschlossene Positionen an.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
(%)
2026-01-20 13F Princeton Global Asset Management LLC 0 -100,00 0 -100,00
2026-05-05 13F Atria Investments Llc 174.316 -7,80 11.902 -9,37
2026-01-15 13F Private Advisory Group LLC 0 -100,00 0
2026-04-15 13F Regatta Capital Group, Llc 21.522 -0,39 1.470 -2,13
2026-05-14 13F Prudential Plc 0 -100,00 0
2026-04-27 13F Ergawealth Advisors, Inc. 64.181 -1,24 4.382 -2,92
2026-04-13 13F Fortress Wealth Group, LLC 6.264 -2,23 435 -6,05
2026-04-24 13F United Community Bank 0 -100,00 0
2026-04-17 13F PMG Wealth Management, Inc. 16.619 -0,86 1.135 -2,58
2026-02-12 13F JPL Wealth Management, LLC 0 -100,00 0
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-04-23 13F Woodward Diversified Capital, Llc 16.546 -10,83 1.233 -4,42
2026-04-28 13F Golden State Equity Partners 5.501 -5,35 376 -6,95
2026-04-14 13F Nova Wealth Management, Inc. 9.238 -0,71 631 -2,48
2026-05-14 13F Novak & Powell Financial Services, Inc. 0 -100,00 0
2026-04-21 13F Paradigm Financial Partners, Llc 0 -100,00 0
2026-05-15 13F Equitable Holdings, Inc. 1.249.378 -8,06 86.792 -8,06
2026-05-06 13F Juno Financial Group LLC 229.897 -0,66 15.697 -2,36
2026-04-28 13F Golden State Wealth Management, LLC 187.510 -5,24 12.803 -6,86
2026-01-20 13F American National Bank 0 -100,00 0
2026-04-08 13F Lineweaver Wealth Advisors, LLC 73.895 -2,18 5.046 -3,85
2026-05-08 13F Pnc Financial Services Group, Inc. 1.396.712 -0,29 95.368 -2,00
2026-05-15 13F Trexquant Investment LP 3.533 -14,66 241 -16,03
2026-05-15 13F Quadcap Wealth Management, LLC 3.151 -16,20 215 -17,62
2026-05-11 13F Strategic Family Wealth Counselors, L.L.C. 11.593 -0,23 792 -4,47
2026-05-15 13F MAI Capital Management 19.760 -4,31 1.349 -5,93
2026-04-24 13F Stegent Equity Advisors, Inc. 53.133 -12,60 3.628 -14,11
2026-04-24 13F Goldstone Financial Group, LLC 64.451 -8,52 4.401 -10,09
2026-04-30 13F Elevated Capital Advisors, LLC 17.603 -3,06 1.202 -4,76
2026-05-05 13F BlueChip Wealth Advisors LLC 74.979 -4,63 5.120 -6,26
2026-05-06 13F Spectrum Wealth Advisory Group, LLC 532.040 -0,56 36.328 -2,27
2026-02-06 13F GPS Wealth Strategies Group, LLC 49.700 -81,01 3.453 -80,39
2026-04-22 13F Spire Wealth Management 89.892 -2,88 6.138 -4,56
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-05-13 13F Triumph Capital Management 131.756 -0,02 8.996 -1,74
2026-05-06 13F Assetmark, Inc 184.440 -9,23 12.594 -10,78
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-04-06 13F Highline Wealth Partners Llc 0 -100,00 0
2026-04-24 13F Private Advisor Group, LLC 2.603.193 -0,30 177.746 -2,01
2026-05-06 13F Bartlett & Co. Wealth Management Llc 0 -100,00 0
2026-05-05 13F Bank Julius Baer & Co. Ltd, Zurich 5.033 -44,36 344 -45,38
2026-05-07 13F Lowe Brockenbrough & Co Inc 10.350 -13,03 707 -14,53
2026-04-27 13F BIP Wealth, LLC 5.926 -0,62 405 -2,42
2026-04-17 13F AdvisorNet Financial, Inc 29.749 -2,16 2.031 -3,84
2026-05-01 13F Global Assets Advisory, LLC 0 -100,00 0
2026-05-11 13F Integrity Alliance, Llc. 41.712 -36,63 2.848 -37,71
2026-04-22 13F TBH Global Asset Management, LLC 44.904 -26,82 3.066 -28,06
2026-05-15 13F Imprint Wealth LLC 0 -100,00 0
2026-04-22 13F Genesee Capital Advisors, LLC 77.562 -0,75 5.296 -2,45
2026-02-02 13F Pillar Financial Advisors, LLC 0 -100,00 0
2026-05-05 13F Bank of New York Mellon Corp 64.332 -8,06 4.393 -9,65
2026-02-11 13F TruNorth Capital Management, LLC 0 -100,00 0 -100,00
2026-04-29 13F WealthPLAN Partners, LLC 3.816 -48,11 261 -49,02
2026-04-29 13F Centerpoint Advisory Group 30.996 -2,67 2.116 -4,34
2026-05-15 13F Flow Traders U.s. Llc 0 -100,00 0
2026-05-08 13F Maia Wealth LLC 9.059 -3,95 619 -8,04
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-05-14 13F Hilltop Holdings Inc. 0 -100,00 0
2026-05-14 13F Pinnacle Financial Partners, Inc. 29.221 -18,64 1.997 -20,03
2026-05-05 13F Fisher Asset Management, LLC 3.402 -24,73 232 -26,11
2026-05-13 13F/A Atlas Wealth LLC 39.021 -1,43 2.664 -3,13
2026-02-17 13F Optiver Holding B.V. 0 -100,00 0
2026-05-14 13F Integrity Financial Corp /WA 18.828 -14,65 1.286 -16,12
2026-01-21 13F Touchstone Capital, Inc. 0 -100,00 0
2026-05-15 13F TRUE Private Wealth Advisors 0 -100,00 0
2026-04-21 13F Hidden Cove Wealth Management, LLC 6.649 -48,17 454 -49,16
2026-04-08 13F Selby Wealth Management, LLC 3.498 -7,21 239 -8,81
2026-06-01 13F Flagship Wealth Advisors, Llc 66 -53,52 4 -55,56
2026-05-07 13F Crewe Advisors LLC 754 -75,04 51 -75,60
2026-05-15 13F Wealth Watch Advisors, INC 10.923 -15,69 746 -17,22
2026-06-01 13F Concorde Asset Management, LLC 37.270 -16,81 2.545 -18,25
2026-05-13 13F Fsb Premier Wealth Management, Inc. 16.105 -7,50 1.100 -9,10
2026-05-04 13F Headland Capital, LLC 0 -100,00 0
2026-05-05 13F Ethos Financial Group, LLC 71.352 -0,02 4.872 -1,73
2026-05-01 13F Sovran Advisors, LLC 5.655 -2,21 422 0,48
2026-05-14 13F Cwm, Llc 939.509 -3,23 64.150 95.644,78
2026-04-08 13F Cadent Capital Advisors, LLC 10.856 -49,91 741 -50,76
2026-04-07 13F Park Avenue Securities Llc 57.530 -0,51 4 -25,00
2026-04-17 13F Ambassador Advisors, LLC 0 -100,00 0
2026-05-20 13F TrueWealth Financial Partners 0 -100,00 0
2026-01-30 13F Spreng Capital Management, Inc. 0 -100,00 0
2026-04-22 13F Horizon Advisory Services, Inc. 537.012 -2,55 36.667 -4,22
2026-04-30 13F BRYN MAWR TRUST Co 0 -100,00 0
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 42.223 -1,43 2.883 -3,09
2026-05-13 13F Brinker Capital Investments, LLC 77.558 -40,96 5.296 -41,98
2026-04-17 13F Cottonwood Capital Advisors, Llc 87.629 -3,02 5.983 -4,68
2026-05-12 13F Insigneo Advisory Services, Llc 14.662 -26,99 1.001 -28,24
2026-04-23 13F Intrua Financial, LLC 27.538 -0,85 1.880 -2,54
2026-04-22 13F Aspire Capital Advisors LLC 5.318 -21,03 363 -22,27
2026-05-14 13F Rhodes Investment Advisors Inc /adv 26.362 -0,28 1.800 -2,02
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-05-07 13F Advisor Resource Council 9.662 -49,36 660 -50,26
2026-05-07 13F Sagespring Wealth Partners, Llc 10.359 -6,03 707 -7,58
2026-05-12 13F Crusonia Wealth Advisors LLC 59.597 -3,88 4.069 -5,53
2026-05-14 13F Betterment LLC 51.341 -1,37 4 0,00
2026-05-15 13F Cerity Partners LLC 9.291 -8,75 634 -10,33
2026-04-21 13F OneAscent Financial Services LLC 28.229 -14,38 1.927 -15,85
2026-05-13 13F Invst, LLC 118.234 -3,27 8.073 -4,92
2026-05-14 13F Brown Brothers Harriman & Co 0 -100,00 0
2026-04-23 13F Howard Bailey Securities, Llc 0 -100,00 0
2026-05-07 13F MidAtlantic Capital Management, Inc. 0 -100,00 0
2026-05-12 13F Ameritas Advisory Services, LLC 41.976 -4,18 2.866 -5,82
2026-05-14 13F Allworth Financial LP 54.823 -3,74 3.743 -5,38
2026-05-15 13F Investment Counsel Co Of Nevada 0 -100,00 0
2026-04-23 13F Mattern Wealth Management LLC 56.401 -8,14 3.851 -9,71
2026-04-28 13F ORBA Wealth Advisors, L.L.C. 31.197 -18,99 2.130 -20,37
2026-01-20 13F Steel Peak Wealth Management LLC 0 -100,00 0
2026-04-17 13F/A Founders Financial Securities Llc 69.537 -4,69 5.050 -0,36
2026-05-08 13F SHP Wealth Management 5.310 -3,00 363 -4,74
2026-04-30 13F Petix & Botte Co 90.698 -44,48 12.386 9,13
2026-04-21 13F Maridea Wealth Management LLC 13.621 -2,43 930 -4,02
2026-04-15 13F QTR Family Wealth, LLC 3.939 -16,63 289 -15,74
2026-01-23 13F Brown, Lisle/cummings, Inc. 0 -100,00 0
2026-04-16 13F Breakthru Advisory Services, Llc 0 -100,00 0
2026-04-27 13F Cresta Advisors, Ltd. 3.700 -6,45 253 -8,03
2026-05-14 13F Modern Wealth Management, LLC 38.445 -30,75 2.647 -31,38
2026-02-02 13F GDS Wealth Management 0 -100,00 0
2026-05-13 13F Federation des caisses Desjardins du Quebec 2.295 -20,01 157 -21,61
2026-04-17 13F CENTRAL TRUST Co 32 -81,61 2 -83,33
2026-05-11 13F Pathstone Holdings, LLC 47.406 -52,26 3.237 -53,08
2026-01-07 13F Puff Wealth Management, Llc 8.089 -6,52 567 -2,58
2026-04-17 13F Wealthbridge Capital Management, Llc 9.834 -67,06 671 -67,63
2026-01-15 13F Retireful, LLC 0 -100,00 0
2026-04-16 13F Consolidated Planning Corp 0 -100,00 0
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 1.257 -0,08 86 -2,30
2026-04-30 13F Guided Capital Wealth Management, LLC 117.052 -0,23 7.992 -1,94
2026-05-13 13F Lloyd Advisory Services, LLC. 0 -100,00 0
2026-04-23 13F SMART Wealth LLC 116.296 -7,36 7.941 -8,96
2026-05-15 13F Clark Capital Management Group, Inc. 4.278 -30,71 292 -31,78
2026-02-09 13F Eaton Financial Holdings Company, LLC 0 -100,00 0
2026-04-17 13F Charter Trust Co 5.590 -4,83 382 -6,62
2026-04-20 13F ABLE Financial Group, LLC 80.224 -72,51 5.478 -72,99
2026-05-15 13F CI Private Wealth, LLC 1.034.009 -12,15 70.566 -13,70
2026-01-16 13F YHB Investment Advisors, Inc. 0 -100,00 0
2026-05-14 13F VestGen Advisors, LLC 430.978 -2,83 31.923 3,60
2026-04-01 13F Adelphi Trust Co 4.303 -35,93 294 -37,12
2026-02-17 13F Main Street Financial Solutions, LLC 54.515 -0,25 3.787 3,05
2026-04-20 13F Sowell Financial Services LLC 9.302 -23,50 635 -24,76
2026-05-14 13F CIBC World Markets Inc. 15.977 -1,05 1.091 -2,77
2026-04-06 13F GAMMA Investing LLC 5.474 -0,09 374 -1,84
2026-04-27 13F Altus Wealth Group LLC 22.251 -2,06 1.519 -3,74
2026-04-08 13F RVW Wealth, LLC 570.710 -1,10 38.968 -2,80
2026-05-05 13F Beaumont Financial Advisors, LLC 37.752 -0,76 2.578 -2,46
2026-05-11 13F Per Stirling Capital Management, LLC. 217.203 -1,44 14.831 -3,13
2026-04-29 13F Cary Street Partners Financial Llc 39.268 -3,34 2.681 -5,00
2026-04-13 13F Kmg Fiduciary Partners, Llc 159.958 -0,64 10.922 -2,34
2026-01-15 13F Rockland Trust Co 0 -100,00 0
2026-05-04 13F N.E.W. Advisory Services LLC 125.922 -17,25 8.598 -18,67
2026-05-14 13F StoneX Group Inc. 99.218 -20,98 6.774 -22,35
2026-04-13 13F Cyndeo Wealth Partners, LLC 7.368 -3,97 503 -5,63
2026-04-27 13F Sound Income Strategies, LLC 2.364 -3,27 163 -8,47
2026-05-13 13F SRS Capital Advisors, Inc. 480.602 -29,92 32.815 -31,12
2026-05-15 13F Gotham Asset Management, LLC 34.880 -0,01 2.382 -1,73
2026-05-12 13F Benson Wealth Management INC 40.918 -2,82 2.794 -4,51
2026-04-27 13F Appalachian Capital Management Ltd 23.513 -3,23 1.605 -4,86
2026-04-22 13F Asset Allocation Strategies LLC 49.079 -0,47 3.351 -2,16
2026-04-24 13F Tcfg Wealth Management, Llc 41.341 -0,42 2.823 -2,15
2026-05-07 13F Beck Bode, LLC 11.571 -27,02 790 -28,25
2026-04-30 13F Beacon Financial Group 231.768 -2,16 15.825 -3,83
2026-05-08 13F Compass Capital Corp /ma/ /adv 2.939 -36,27 218 -34,73
2026-05-14 13F EP Wealth Advisors, Inc. 3.231 -29,07 221 -30,38
2026-05-08 13F Comprehensive Financial Consultants Institutional, Inc. 15.581 -0,99 1.064 -2,74
2026-05-13 13F Signature Equity Partners, LLC 717 -57,40 49 -58,62
2026-05-15 13F Citadel Advisors Llc 4.300 -7,15 294 -8,72
2026-05-06 13F MTM Investment Management, LLC 32.169 -1,77 2.197 -3,47
2026-04-29 13F Advance Capital Management, Inc. 73.354 -5,19 5.009 -6,83
2026-05-14 13F Herold Advisors, Inc. 16.718 -1,18 1.141 -2,89
2026-05-01 13F Advisors Capital Management, LLC 4.855 -10,46 331 -11,97
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 53.255 -12,31 3.636 -13,82
2026-04-23 13F Mayflower Financial Advisors, LLC 53.410 -0,30 3.647 -2,02
2026-04-15 13F Redhawk Wealth Advisors, Inc. 140.365 -9,67 9.584 -11,22
2026-05-14 13F Greenline Wealth Management LLC 0 -100,00 0
2026-04-22 13F Kennedy Investment Group 3.082 -2,25 210 -4,11
2026-04-10 13F Perigon Wealth Management, LLC 72.021 -0,49 4.918 -2,19
2026-04-23 13F OakTrust Wealth Advisors, LLC 3.991 -4,75 273 -6,53
2026-05-15 13F IHT Wealth Management, LLC 244.557 -5,97 16.698 -7,60
2026-05-13 13F Park Square Financial Group, LLC 12.241 -36,18 836 -26,37
2026-04-20 13F Davis Investment Partners, LLC 37.891 -5,00 2.587 -7,51
2026-05-11 13F HBK Sorce Advisory LLC 12.873 -0,33 960 1,80
2026-04-27 13F Koshinski Asset Management, Inc. 564.494 -0,64 38.544 -2,34
2026-04-27 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2026-04-02 13F Crumly & Associates Inc. 305.910 -9,70 20.888 -11,25
2026-05-01 13F Citizens Financial Group Inc/ri 10.562 -2,96 721 -4,63
2026-04-21 13F Worthington Financial Partners, LLC 21.295 -3,97 1.454 -5,58
2026-05-07 13F Avidian Wealth Solutions, LLC 125.098 -6,33 8.542 -7,93
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-02-13 13F Navis Wealth Advisors, LLC 0 -100,00 0
2026-05-11 13F L & S Advisors Inc 25.936 -0,09 1.771 -1,83
2026-05-11 13F CacheTech Inc. 0 -100,00 0
2026-04-09 13F Key Client Fiduciary Advisors, LLC 280.764 -0,67 19.171 -2,38
2026-05-04 13F Geneos Wealth Management Inc. 269.459 -1,03 18.399 -2,73
2026-05-15 13F GWM Advisors LLC 1.157.890 -11,80 20.282 -77,76
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 331.820 -0,91 22.639 -2,71
2026-05-01 13F International Assets Investment Management, Llc 131.706 -0,24 9.068 -1,13
2026-05-13 13F Mariner, LLC 1.039.283 -1,04 70.962 -2,74
2026-05-04 13F Flaharty Asset Management, LLC 51.522 -4,76 3.518 -6,41
2026-05-12 13F Bnp Paribas Arbitrage, Sa 0 -100,00 0
2026-04-20 13F Balance Wealth, LLC 7.584 -2,09 518 -3,90
2026-04-21 13F Quad-Cities Investment Group, LLC 20.623 -2,81 1.408 -4,48
2026-04-17 13F Krilogy Financial LLC 15.207 -2,29 1.113 -1,07
2026-04-24 13F Bellevue Asset Management, Llc 143.799 -2,75 9.819 -90,40
2026-04-15 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-04-13 13F Lake Street Financial Llc 0 -100,00 0
2026-05-14 13F Klingman & Associates, LLC 0 -100,00 0
2026-04-16 13F Aurora Private Wealth, Inc. 20.037 -20,02 1 0,00
2026-05-13 13F First Trust Advisors Lp 23.964 -24,91 1.636 -26,21
2026-05-01 13F Triton Wealth Management, PLLC 27.748 -6,99 1.920 -10,58
2026-05-05 13F UBS Group AG 5.529.230 -7,76 377.536 -9,34
2026-04-20 13F SILVER OAK SECURITIES, Inc 270.094 -18,32 18.442 -20,51
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-05-13 13F Lido Advisors, LLC 3.725 -1,92 254 -0,78
2026-04-16 13F Five Pine Wealth Management 72.208 -3,10 4.930 -4,77
2026-04-27 13F Victory Financial Group, Llc 17.720 -13,46 1.210 -14,98
2026-05-12 13F Second Half Financial Partners, LLC 0 -100,00 0
2026-04-15 13F APS Management Group, Inc. 45.507 -15,86 3.107 -17,30
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 53.239 -77,05 3.635 -77,45
2026-04-30 13F Millstone Evans Group, LLC 6.959 -8,48 475 -10,04
2026-04-28 13F Raleigh Capital Management Inc. 528 -21,08 36 -21,74
2026-05-13 13F GeoWealth Management, LLC 6.459 -19,01 441 -20,40
2026-04-23 13F Atlas Private Wealth Advisors 9.102 -2,65 622 -4,31
2026-05-11 13F Camden Capital, LLC 33.498 -2,12 2.287 -3,79
2026-04-21 13F Trueblood Wealth Management, LLC 13.312 -5,88 909 -7,54
2026-05-14 13F Simplex Trading, Llc 36 -38,98 2 -50,00
2026-04-23 13F Impact Partnership Wealth, LLC 3.703 -2,66 253 -4,55
2026-05-12 13F/A Signature Securities Group Corporation 45.858 -3,39 3.131 -5,03
2026-04-28 13F Goldstein Advisors, LLC 4.869 -0,18 332 -1,78
2026-05-11 13F First National Bank Of Omaha 0 -100,00 0
2026-05-07 13F University Of Texas/texas Am Investment Managment Co 0 -100,00 0
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-05-04 13F Global View Capital Management LLC 4.042 -12,89 276 -14,60
2026-04-16 13F XML Financial, LLC 9.606 -8,73 656 -10,40
2026-05-15 13F Aqr Capital Management Llc 28.386 -12,28 1.938 -13,75
2026-04-20 13F TFB Advisors LLC 0 -100,00 0
2026-04-24 13F Root Financial Partners, LLC 17.791 -0,89 1.215 -2,57
2026-04-15 13F Fifth Third Securities, Inc. 42.800 -27,31 2.922 -28,56
2026-05-14 13F Synergy Investment Management, LLC 15.753 -3,12 1.076 -4,78
2026-05-05 13F LeClair Wealth Partners LLC 0 -100,00 0
2026-04-30 13F Simplicity Wealth,LLC 8.813 -7,36 602 -8,94
2026-04-22 13F Paul Damon & Associates, Inc. 17.887 -16,98 1.221 -18,38
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 117.469 -1,18 8.021 -2,87
2026-05-14 13F Keebeck Wealth Management, LLC 0 -100,00 0
2026-05-13 13F AE Wealth Management LLC 100.222 -1,21 6.843 -2,91
2026-04-10 13F Affinity Wealth Management Llc 663.446 -0,20 45.300 -1,91
2026-05-12 13F Barometer Capital Management Inc. 0 -100,00 0
2026-05-13 13F Bank Of Montreal /can/ 19.271 -11,56 1.316 -13,09
2026-05-14 13F HighPoint Advisor Group LLC 63.804 -0,17 4.357 -1,89
2026-04-21 13F Keystone Financial Services, LLC 13.495 -6,13 921 -7,72
2026-05-15 13F Solano Wealth Investment Advisors LLC 118.033 -1,50 8.059 -3,18
2026-04-23 13F Prism Advisors, Inc. 24.089 -3,97 1.645 -5,63
2026-02-05 13F Center for Financial Planning, Inc. 0 -100,00 0
2026-04-17 13F Forefront Wealth Partners, LLC 13.093 -67,76 894 -68,30
2026-05-14 13F Clg Llc 94.896 -5,69 6.480 -7,31
2026-05-13 13F Mach-1 Financial Group, Inc. 132.992 -13,39 9.081 -14,87
2026-04-28 13F Shelton Wealth Management, Llc 48.284 -8,77 3.297 -10,34
2026-04-24 13F True Blue Financial, LLC 23.228 -4,51 1.586 -6,10
2026-04-24 13F Eagle Bay Advisors LLC 0 -100,00 0
2026-05-07 13F Legacy Wealth Managment, LLC/ID 33.709 -17,08 2.302 -18,52
2026-04-17 13F Signal Advisors Wealth, LLC 12.418 -14,62 848 -16,14
2026-04-22 13F Strategic Planning Group, Llc 3.088 -17,81 211 -19,54
2026-05-07 13F Marshall & Sterling Wealth Advisors Inc. 476 -27,22 32 -28,89
2026-05-22 13F Wellington Grp LLC 0 -100,00 0
2026-04-07 13F CoreCap Advisors, LLC 2.135 -7,01 146 -8,81
2026-01-14 13F ORG Partners LLC 196.185 -2,70 13.629 1,20
2026-01-07 13F Aventura Private Wealth, LLC 0 -100,00 0 -100,00
2026-04-30 13F Titleist Asset Management, Llc 77.276 -8,34 5.276 -9,90
2026-04-24 13F Northwest Financial Advisors 7.378 -1,43 504 -3,08
2026-04-24 13F Prospect Financial Services LLC 0 -100,00 0
2026-04-29 13F Warner Group LLC 4.919 -3,02 336 -4,83
2026-04-09 13F Whitaker-Myers Wealth Managers, LTD. 19.287 -19,11 1.317 -20,53
2026-05-13 13F Synergy Financial Management, LLC 0 -100,00 0
2026-05-04 13F Mml Investors Services, Llc 1.357.751 -9,29 92.707 -10,85
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