SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF - Institutionelles Eigentümerschaft - Verkäufer

Schwab Strategic Trust - Schwab U.S. TIPS ETF
US ˙ ARCA ˙ US8085248701

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
(%)
2026-05-06 13F Proffitt & Goodson Inc 346.474 -37,85 9.220 -37,57
2026-04-08 13F Thompson Investment Management, Inc. 0 -100,00 0
2026-01-14 13F ORG Partners LLC 19.088 -0,01 506 -1,75
2026-05-11 13F MCF Advisors LLC 3.425 -75,09 91 -75,00
2026-04-28 13F Integrated Advisors Network LLC 20.579 -72,43 548 -72,32
2026-05-08 13F Wealthedge Investment Advisors, Llc 181.040 -32,18 4.817 -31,88
2026-02-17 13F SageView Advisory Group, LLC 66.899 -2,62 1.772 -4,27
2026-05-22 13F Wellington Grp LLC 0 -100,00 0
2026-05-01 13F Anchor Investment Management, LLC 27.088 -8,76 721 -8,40
2026-05-08 13F Pnc Financial Services Group, Inc. 167.418 -10,84 4.455 -10,43
2026-04-07 13F Signaturefd, Llc 84 -14,29 2 0,00
2026-04-21 13F Grey Fox Wealth Advisors, LLC 197.500 -2,24 5.255 -1,79
2026-05-12 13F Benjamin Edwards Inc 12.237 -3,26 326 -2,99
2026-05-05 13F 93 Financial Group, LLC 8.107 -1,05 216 -0,92
2026-05-05 13F Ethos Financial Group, LLC 72.056 -3,61 1.916 -3,23
2026-05-14 13F Cambria Investment Management, L.P. 167.433 -4,22 4.426 -4,43
2026-02-13 13F Korea Investment CORP 0 -100,00 0 -100,00
2026-05-14 13F We Are One Seven, LLC 0 -100,00 0
2026-04-06 13F WASHINGTON TRUST Co 97.742 -1,23 2.601 -0,80
2026-05-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 9.706 -14,83 258 -14,29
2026-04-27 13F Koshinski Asset Management, Inc. 10.508 -26,77 280 -26,58
2026-05-12 13F Advyzon Investment Management, LLC 118.452 -3,51 3.152 -3,08
2026-05-15 13F Breakwater Investment Management 72.575 -0,06 1.931 0,42
2026-04-14 13F Patriot Investment Management Inc. 18.671 -10,54 497 -10,14
2026-05-15 13F Two Sigma Securities, Llc 0 -100,00 0
2026-05-08 13F Seneschal Advisors, LLC 2.116 -32,09 56 -31,71
2026-05-12 13F Resolute Capital, Llc 20.765 -9,35 553 -8,91
2026-04-27 13F Latitude Advisors, LLC 17.153 -1,10 456 -0,65
2026-02-17 13F Spears Abacus Advisors LLC 0 -100,00 0
2026-02-12 13F Logan Capital Management Inc 0 -100,00 0
2026-04-02 13F Horizons Wealth Management 50.855 -1,20 1.353 -0,73
2026-05-01 13F Global Assets Advisory, LLC 0 -100,00 0
2026-04-15 13F Trust Point Inc. 8.444 -50,63 225 -50,55
2026-05-14 13F Strategic Financial Planning, Inc. 0 -100,00 0
2026-05-05 13F Frazier Financial Advisors, LLC 0 -100,00 0
2026-01-29 13F Comerica Bank 103.052 -3,27 2.730 -4,95
2026-05-12 13F Cloud Capital Management, LLC 160.022 -3,37 4 0,00
2026-02-10 13F Foundations Investment Advisors, LLC 0 -100,00 0
2026-05-15 13F United Capital Financial Advisers, Llc 8.190 -1,69 218 -1,36
2026-04-28 13F Bogart Wealth, LLC 3.935 -32,85 105 -32,90
2026-04-23 13F Ellenbecker Investment Group 13.839 -14,37 368 -14,02
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-20 13F Ronald Blue Trust, Inc. 1.725 -65,62 46 -65,91
2026-04-28 13F Quent Capital, LLC 0 -100,00 0
2026-03-23 13F/A Barclays Plc 0 -100,00 0
2026-05-01 13F Avion Wealth 68 -79,01 0
2026-05-19 13F Winnow Wealth Llc 0 -100,00 0
2026-02-11 13F MidWestOne Financial Group, Inc. 40.390 -43,35 1.070 -44,35
2026-04-08 13F Leonard Rickey Investment Advisors P.L.L.C. 8.591 -4,98 229 -4,60
2026-05-06 13F HighMark Wealth Management LLC 38 -68,85 1 -66,67
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 83.826 -41,61 2.231 -41,35
2026-02-12 13F Litman Gregory Asset Management LLC 61.635 -20,56 1.633 -21,95
2026-04-21 13F Columbus Macro, LLC 176.961 -15,29 4.709 -14,91
2026-05-20 13F/A Arete Wealth Advisors, LLC 28.289 -5,06 753
2026-04-09 13F TrueWealth Advisors, LLC 47.056 -2,72 1.252 -2,26
2026-01-23 13F Valley National Advisers Inc 0 -100,00 0
2026-05-18 13F Edgestream Partners, L.P. 9.999 -77,05 266 -76,95
2026-05-01 13F Cdkv Holdings Llc 162 -23,58 4 -20,00
2026-05-13 13F S&t Bank/pa 490 -76,81 13 -76,36
2026-01-29 13F Almanack Investment Partners, LLC. 0 -100,00 0
2026-04-27 13F Western Reserve Capital Management, LLC 19.778 -1,89 526 -1,31
2026-04-28 13F Berger Financial Group, Inc 8.037 -0,30 214 0,00
2026-04-30 13F Corrado Advisors, Llc 0 -100,00 0
2026-02-10 13F Garde Capital, Inc. 0 -100,00 0
2026-05-12 13F Temasek Holdings (Private) Ltd 0 -100,00 0
2026-05-07 13F MONECO Advisors, LLC 0 -100,00 0
2026-05-13 13F Calton & Associates, Inc. 8.342 -16,06 222 -15,97
2026-05-11 13F Fortis Capital Management LLC 28.218 -8,28 751 -7,86
2026-05-05 13F PFG Advisors 11.169 -1,92 297 -1,33
2026-04-21 13F Red Tortoise LLC 122.832 -0,17 3.269 0,28
2026-04-29 13F Your Advocates Ltd., LLP 0 -100,00 0
2026-05-13 13F Petra Financial Advisors Inc 0 -100,00 0
2026-05-15 13F IHT Wealth Management, LLC 39.960 -0,54 1.063 -0,09
2026-05-07 13F Virtue Capital Management, LLC 80.781 -6,86 2.147 -6,49
2026-05-11 13F WFA of San Diego, LLC 12.340 -2,76 328 -2,38
2026-04-29 13F KERR FINANCIAL PLANNING Corp 142 -49,47 4 -57,14
2026-04-07 13F Eastern Bank 0 -100,00 0
2026-04-30 13F Commons Capital, Llc 0 -100,00 0
2026-02-13 13F Palisade Asset Management, LLC 0 -100,00 0 -100,00
2026-04-14 13F Austin Wealth Management, LLC 54.117 -7,98 1.443 -7,50
2026-05-11 13F Great Valley Advisor Group, Inc. 0 -100,00 0
2026-05-11 13F Savvy Advisors, Inc. 117.355 -5,18 3.123 -4,76
2026-01-27 13F Meritage Portfolio Management 29.002 -13,49 768 -14,95
2026-04-20 13F Lord & Richards Wealth Management, LLC 107.918 -0,10 2.872 0,35
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 15.755 -82,38 419 -82,31
2026-05-15 13F CI Private Wealth, LLC 15.253 -11,07 400 -12,11
2026-04-29 13F Resonant Capital Advisors, LLC 104.527 -4,77 2.781 -4,33
2026-04-13 13F Massmutual Trust Co Fsb/adv 0 -100,00 0
2026-01-28 13F Davis Capital Management 0 -100,00 0
2026-04-16 13F Birch Financial Group, Llc 66.126 -0,29 1.760 0,17
2026-05-14 13F Allworth Financial LP 13.084 -26,63 348 -26,27
2026-05-15 13F AlphaCore Capital LLC 244 -49,27 6 -50,00
2026-01-30 13F Caldwell Trust Co 0 -100,00 0
2026-02-04 13F VanderPol Investments L.L.C. 130.013 -3,18 3.444 -5,28
2026-05-04 13F Citizens National Bank Trust Department 33.088 -13,28 880 -12,87
2026-04-21 13F Financial Consulate, Inc 62 -94,16 2 -96,43
2026-02-27 13F Compass Financial Services Inc 0 -100,00 0
2026-05-15 13F Aqr Capital Management Llc 162.935 -0,11 4.336 0,35
2026-05-01 13F Eq Wealth Advisors, Llc 341.629 -19,67 9.091 -19,31
2026-05-11 13F Wbi Investments, Inc. 0 -100,00 0
2026-04-30 13F DMG Group, LLC 24.546 -3,23 653 -2,68
2026-01-27 13F SageGuard Financial Group, LLC 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 1.706.509 -33,66 45.195 -33,78
2026-05-11 13F Viawealth, Llc 24.085 -22,85 641 -22,52
2026-04-27 13F Symmetry Partners, LLC 0 -100,00 0
2026-05-11 13F Chilton Capital Management Llc 0 -100,00 0
2026-05-13 13F Bank Of Montreal /can/ 10.327 -47,59 275 -47,41
2026-02-18 13F Financial Advisory Service, Inc. 0 -100,00 0
2026-05-06 13F Private Wealth Asset Management, LLC 2.671 -1,40 71 0,00
2026-01-27 13F Brighton Jones Llc 0 -100,00 0
2026-05-15 13F Larson Financial Group LLC 7.932 -9,40 211 -8,66
2026-04-07 13F Park Avenue Securities Llc 12.740 -14,53 0
2026-04-20 13F Apella Capital, LLC 18.335 -16,98 492 -15,90
2026-05-07 13F Avidian Wealth Solutions, LLC 8.510 -2,03 226 -1,74
2026-05-14 13F Cwm, Llc 21.056 -6,55 560
2026-02-11 13F Parallel Advisors, LLC 5.429 -41,53 144 -42,80
2026-05-13 13F O'shaughnessy Asset Management, Llc 191 -49,47 5 -50,00
2026-04-21 13F HCR Wealth Advisors 0 -100,00 0
2026-04-10 13F Perfromance Wealth Partners, LLC 132.456 -4,40 3.525 -3,98
2026-02-09 13F Choate Investment Advisors 0 -100,00 0
2026-05-11 13F Davy Global Fund Management Ltd 17.864 -52,64 475 -52,45
2026-01-29 13F Concurrent Investment Advisors, LLC 17.628 -11,71 467 -13,38
2026-05-12 13F Curio Wealth, Llc 13.538 -3,00 360 -2,70
2026-05-12 13F Aspiriant, Llc 0 -100,00 0
2026-04-10 13F Abound Wealth Management 1.423 -12,86 38 -13,95
2026-04-29 13F WealthPlan Investment Management, LLC 18.712 -0,22 498 0,20
2026-04-17 13F Boston Private Wealth Llc 7.743 -22,27 206 -21,67
2026-04-24 13F Merited Wealth, LLC 0 -100,00 0
2026-04-29 13F Downshift Financial, LLC 15.174 -42,63 408 -42,19
2026-05-28 13F Blue Fin Capital, Inc. 57.050 -6,36 1.518 -5,89
2026-04-27 13F Revisor Wealth Management LLC 101.024 -16,15 2.688 -15,84
2026-05-11 13F Brand Asset Management Group, Inc. 21.213 -14,09 564 -13,76
2026-05-12 13F Chesapeake Asset Management Llc 12.395 -10,45 330 -10,11
2026-04-16 13F Cambridge Advisors Inc. 23.241 -1,23 618 -0,80
2026-04-22 13F Apollon Wealth Management, LLC 12.493 -7,18 332 -6,74
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-04-29 13F Integrity Investment Advisors, LLC 0 -100,00 0
2026-04-15 13F Signature Estate & Investment Advisors Llc 44.446 -3,83 1.183 -3,43
2026-05-04 13F Mirae Asset Global Investments Co., Ltd. 0 -100,00 0
2026-04-29 13F Strategic Blueprint, LLC 11.233 -7,84 299 -7,45
2026-04-29 13F Atlas Wealth Partners, LLC 9.455 -1,05 252 -0,79
2026-05-05 13F Wealthfront Advisers Llc 34.244.939 -0,83 911.258 -0,39
2026-04-30 13F Millstone Evans Group, LLC 0 -100,00 0
2026-05-15 13F Flow Traders U.s. Llc 0 -100,00 0
2026-05-18 13F Ashton Thomas Securities, Llc 2.449 -0,69 65 0,00
2026-05-08 13F Blair William & Co/il 4.601 -2,17 122 -1,61
2026-05-14 13F Joseph P. Lucia & Associates, LLC 28.082 -6,87 747 -6,39
2026-05-08 13F Altiora Financial Group, LLC 506.969 -0,04 13.490 0,42
2026-05-06 13F Modera Wealth Management, LLC 701.267 -6,61 18.661 -6,18
2026-01-21 13F Crews Bank & Trust 0 -100,00 0
2026-02-06 13F New Millennium Group LLC 0 -100,00 0
2026-05-13 13F Cetera Investment Advisers 1.001.032 -12,82 26.637 -12,42
2026-05-05 13F Oder Investment Management, LLC 17.920 -4,38 477 -4,03
2026-05-11 13F Madden Advisory Services, Inc. 0 -100,00 0
2026-04-24 13F Eagle Bay Advisors LLC 7.528 -91,63 200 -91,60
2026-05-11 13F Umb Bank N A/mo 32.229 -4,95 858 -4,57
2026-05-01 13F Citizens Financial Group Inc/ri 262.691 -2,96 6.990 -2,51
2026-05-05 13F LFA - Lugano Financial Advisors SA 2.882 -46,61 76 -46,48
2026-04-13 13F Clayton Financial Group LLC 10 -23,08 0
2026-05-14 13F Northern Trust Corp 44.579 -7,14 1.186 -6,69
2026-04-28 13F Walkner Condon Financial Advisors LLC 17.015 -0,05 453 0,44
2026-04-27 13F Carter Financial Group, INC. 9.931 -2,56 264 -1,86
2026-04-15 13F Wealthcare Capital Partners, LLC 249.995 -0,87 6.652 -0,42
2026-05-08 13F Coldstream Capital Management Inc 17.509 -39,29 466 -39,06
2026-01-14 13F Worth Asset Management, LLC 0 -100,00 0
2026-04-27 13F Td Private Client Wealth Llc 15.316 -1,68 408 -1,21
2026-01-06 13F Tucker Asset Management Llc 0 -100,00 0 -100,00
2026-05-05 13F Theory Financial Llc 199.063 -12,60 5.297 -12,59
2026-04-20 13F Clune & Associates, Ltd. 28.532 -39,03 759 -38,74
2026-04-28 13F Howe & Rusling Inc 324 -91,38 9 -91,92
2026-04-20 13F Sowell Financial Services LLC 8.245 -6,17 219 -5,60
2026-04-29 13F WPG Advisers, LLC 5.543 -7,71 147 -7,55
2025-12-09 13F/A Tudor Investment Corp Et Al 0 -100,00 0
2026-04-16 13F CWC Advisors, LLC. 11.368 -2,09 303 -1,63
2026-04-07 13F Carolina Wealth Advisors, LLC 466.341 -2,81 12.409 -2,38
2026-05-11 13F Smith Partners Wealth Management, LLC 65.854 -28,04 1.752 -27,72
2026-04-13 13F Physician Wealth Solutions Inc. 72.007 -7,73 1.916 -7,31
2026-04-15 13F Braun-Bostich & Associates Inc. 67.168 -0,14 1.787 0,34
2026-05-12 13F Stifel Financial Corp 153.542 -5,91 4.086 -5,48
2026-04-15 13F LongView Wealth Management 40.295 -6,65 1.082 -5,58
2026-05-01 13F Richardson Financial Services Inc. 7.063 -13,84 188 -13,02
2026-05-08 13F Steward Partners Investment Advisory, Llc 218.630 -3,40 5.818 -2,97
2026-05-04 13F Barrett & Company, Inc. 14.269 -2,95 380 -2,57
2026-04-22 13F Harbor Asset Planning, Inc. 0 -100,00 0
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-04-09 13F Tompkins Financial Corp 275 -4,84 7 0,00
2026-05-11 13F Seeds Investor Llc 96.600 -38,64 2.595 -37,79
2026-04-13 13F Creative Financial Designs Inc /adv 43.141 -5,24 1.148 -4,81
2026-04-17 13F Prentice Wealth Management LLC 1.028.393 -7,79 27.366 -7,38
2026-05-13 13F American Financial Advisors, LLC 32.121 -0,86 855 -0,47
2026-05-06 13F Topel & Distasi Wealth Management, LLC 0 -100,00 0
2026-05-13 13F SRS Capital Advisors, Inc. 787.295 -54,30 20.950 -54,09
2026-02-03 13F Horrell Capital Management, Inc. 0 -100,00 0
2026-05-04 13F Principal Financial Group Inc 0 -100,00 0
2026-05-14 13F Laraway Financial Inc 22.350 -2,76 595 -2,30
2026-05-15 13F Bank Of America Corp /de/ 11.331.818 -23,43 301.540 -23,09
2026-04-22 13F Arcataur Capital Management LLC 82.067 -0,64 2.184 -0,18
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 21.538 -5,23 573 -4,82
2026-05-11 13F Citigroup Inc 877.190 -3,34 23.342 -2,90
2026-05-15 13F/A EverSource Wealth Advisors, LLC 44.493 -4,52 1.184 -4,13
2026-05-12 13F Sumitomo Life Insurance Co 934.900 -25,21 24.878 -24,87
2026-05-15 13F MAI Capital Management 11.504 -49,93 306 -49,67
2026-05-08 13F Camelot Portfolios, LLC 0 -100,00 0
2026-05-11 13F Wells Fargo & Company/mn 1.806.680 -5,88 48.076 -5,45
2026-05-15 13F Magnolia Capital Advisors Llc 0 -100,00 0
2026-05-15 13F Ancora Advisors, LLC 9.608 -8,12 256 -7,94
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-05-04 13F Procyon Private Wealth Partners, LLC 269.525 -15,06 7.172 -14,67
2026-01-23 13F Steigerwald, Gordon & Koch Inc. 0 -100,00 0 -100,00
2026-04-08 13F First Heartland Consultants, Inc. 28.029 -65,98 746 -65,86
2026-05-04 13F Geneos Wealth Management Inc. 286 -22,91 8 -22,22
2026-01-12 13F Evanson Asset Management, LLC 0 -100,00 0 -100,00
2026-05-11 13F RWM Asset Management, LLC 14.309 -11,62 381 -11,63
2026-05-04 13F Savant Capital, LLC 469.982 -6,34 12.506 -5,91
2026-05-04 13F Sigma Planning Corp 15.111 -9,35 402 -8,84
2026-01-20 13F Stratos Wealth Advisors, LLC 0 -100,00 0
2026-04-13 13F Arkansas Financial Group, Inc. 70.297 -2,38 1.877 -1,63
2026-05-01 13F Wilian Securities, LLC 0 -100,00 0
2026-05-05 13F Fisher Asset Management, LLC 0 -100,00 0
2026-04-14 13F LifeGoal Wealth Advisors 18.090 -28,50 480 -28,25
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 24.640 -13,41 656 -13,01
2026-04-27 13F Exencial Wealth Advisors, Llc 166.846 -1,50 4.440 -1,07
2026-05-15 13F Quadcap Wealth Management, LLC 0 -100,00 0
2026-01-23 13F Pinnacle Wealth Management Group, Inc. 0 -100,00 0
2026-05-14 13F Adventist Health System Sunbelt Healthcare Corp 5.770.300 -0,15 153.548 0,31
2026-01-23 13F Rede Wealth, LLC 0 -100,00 0
2026-04-20 13F L.K. Benson & Company, P.C. 47.656 -1,31 1.268 -0,86
2026-01-30 13F Kiker Wealth Management, LLC 0 -100,00 0
2026-05-15 13F American Trust Investment Advisors, LLC 68.930 -1,63 1.834 -1,19
2026-02-17 13F Tower Research Capital LLC (TRC) 0 -100,00 0 -100,00
2026-05-15 13F Fairview Capital Investment Management, Llc 38.703 -3,85 1.030 -3,47
2026-04-15 13F Exchange Traded Concepts, Llc 102.878 -0,73 2.738 -0,29
2026-04-17 13F Verde Capital Management 178.212 -5,72 4.742 -5,29
2026-02-05 13F Mission Wealth Management, Lp 0 -100,00 0
2026-02-12 13F Providence Capital Advisors, LLC 0 -100,00 0
2026-04-22 13F Grove Street Fiduciary, LLC 529.909 -0,77 14.101 -0,32
2026-02-10 13F Beaumont Capital Management, LLC 0 -100,00 0 -100,00
2026-05-15 13F Veridan Wealth LLC 84.973 -0,37 2.261 0,09
2026-05-13 13F Measured Wealth Private Client Group, LLC 0 -100,00 0
2026-04-28 13F Duff & Phelps Investment Management Co 44.520 -16,66 1.185 -16,33
2026-02-05 13F Rossmore Private Capital 0 -100,00 0 -100,00
2026-04-28 13F Flagship Harbor Advisors, Llc 12.986 -0,10 346 0,29
2026-05-14 13F Passive Capital Management, LLC. 68.050 -1,19 1.811 -0,77
2026-05-11 13F High Note Wealth, LLC 49.951 -0,06 1.329 0,45
2026-05-12 13F Colonial Trust Co / SC 0 -100,00 0
2026-04-20 13F Skyline Advisors, Inc. 68.458 -46,89 1.822 -46,66
2026-04-10 13F Quadratic Capital Management LLC 14.182.470 -2,18 377.396 -1,74
2026-05-14 13F Us Bancorp \de\ 3.971.942 -37,98 105.693 -37,70
2026-04-24 13F Key FInancial Inc 2.888 -1,50 77 -1,30
2026-02-06 13F Brown Wealth Management, Llc 0 -100,00 0
2026-04-27 13F Soltis Investment Advisors LLC 57.831 -14,40 1.539 -14,03
2026-05-05 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10.360 -8,31 276 -8,03
2026-04-16 13F IVC Wealth Advisors LLC 11.867 -0,17 316 0,32
2026-04-10 13F Matrix Trust Co 1.370.025 -7,41 36 -7,69
2026-04-21 13F MBE Wealth Management, LLC 287.637 -7,11 7.654 -6,68
2026-04-22 13F Fort Washington Investment Advisors Inc /oh/ 37.692 -1,00 1.003 -0,60
2026-05-15 13F Transamerica Financial Advisors, Inc. 280.432 -6,46 7.462 -6,03
2026-05-15 13F Greenline Partners, LLC 580.584 -1,16 15.449 -0,71
2026-05-12 13F Voya Investment Management Llc 8.586.682 -8,28 228.492 -7,87
2026-05-13 13F Archvest Wealth Advisors, Inc. 62.743 -1,09 1.670 -0,65
2026-04-21 13F Fruth Investment Management 9.000 -25,00 0
2026-05-01 13F Harwood Advisory Group, LLC 0 -100,00 0
2026-05-12 13F Cahill Financial Advisors Inc 35.863 -19,96 954 -19,63
2026-05-14 13F Plum Street Advisors, LLC 28.817 -9,62 767 -9,24
2026-04-29 13F Rocky Mountain Advisers, Llc 12.950 -6,02 345 -5,75
2026-05-08 13F MPS Loria Financial Planners, LLC 336.363 -19,99 8.951 -19,62
2026-05-14 13F Atomi Financial Group, Inc. 33.339 -6,26 887 -5,84
2026-02-12 13F Commonwealth Equity Services, Llc 66.959 -5,16 1.774 177.200,00
2026-05-13 13F Brinker Capital Investments, LLC 34.061 -0,76 906 -0,33
2026-04-27 13F Iron Financial, LLC 193.500 -1,25 5.149 -0,79
2026-02-06 13F Cullen/frost Bankers, Inc. 0 -100,00 0
2026-04-13 13F Accelerate Investment Advisors LLC 52.521 -8,43 1.398 -8,03
2026-04-06 13F Washington Trust Advisors, Inc. 101.696 -4,59 2.706 -4,14
2026-01-07 13F Platt Investment Counsel, LLC 0 -100,00 0
2026-05-15 13F Goldman Sachs Group Inc 954.955 -25,33 25.411 -24,99
2026-04-21 13F Maridea Wealth Management LLC 7.544 -82,25 201 -82,24
2026-05-12 13F Waterloo Capital, L.P. 8.302 -2,92 221 -2,65
2026-05-14 13F Galvin, Gaustad & Stein, LLC 45.229 -36,08 1.204 -35,81
2026-05-14 13F Mason Investment Advisory Services, Inc. 12.310 -0,69 328 -0,30
2026-05-15 13F Mercer Global Advisors Inc /adv 1.562.352 -16,03 41.574 -15,65
2026-04-15 13F Hengehold Capital Management Llc 74.567 -23,29 1.984 -22,95
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 10.305 -0,01 274 0,74
2026-05-13 13F Caitlin John, LLC 3.330 -5,45 89 -5,38
2026-05-12 13F Strategic Wealth Partners, Ltd. 1.260 -11,33 34 -10,81
2026-04-14 13F Wealthcare Advisory Partners LLC 1.414.020 -0,58 37.627 -0,13
2026-05-12 13F Creative Planning 1.521.679 -39,55 40.492 -39,27
2026-05-13 13F Triumph Capital Management 18 -94,44 0 -100,00
2026-05-12 13F IFG Advisory, LLC 400 -98,24 11 -98,34
2026-04-20 13F GSB Wealth Management, LLC 0 -100,00 0
2026-05-05 13F Journey Advisory Group, LLC 0 -100,00 0
2026-02-17 13F Main Street Financial Solutions, LLC 9.473 -17,78 251 -19,35
2026-04-30 13F Paladin Advisory Group, LLC 3.825 -18,62 102 -18,55
2026-04-24 13F Midwest Capital Advisors, LLC 0 -100,00 0
2026-04-09 13F Tilia Fiduciary Partners, Inc. 8.976 -4,02 239 -3,64
2026-05-01 13F BKD Wealth Advisors, LLC 0 -100,00 0
2026-05-12 13F Mengis Capital Management, Inc. 0 -100,00 0
2026-04-09 13F Pinkerton Retirement Specialists, LLC 34.345 -2,92 910 -2,99
2026-05-04 13F Mml Investors Services, Llc 315.401 -9,12 8.393 -8,71
2026-05-15 13F Advisor Group Holdings, Inc. 425.955 -1,82 11.335 -1,37
2026-05-15 13F National Bank Of Canada /fi/ 84.686 -1,09 2.252 -0,71
2026-01-30 13F Catalytic Wealth RIA, LLC 0 -100,00 0
2026-04-24 13F Saxony Capital Management, LLC 18.151 -34,64 483 -34,42
2026-05-07 13F JMG Financial Group, Ltd. 91.020 -0,72 2.422 -0,25
2026-05-05 13F Atria Investments Llc 58.293 -70,68 1.551 -70,55
2026-04-14 13F Pacific Capital Wealth Advisors, Inc 34.135 -33,52 908 -33,24
2026-05-15 13F Warren Averett Asset Management, LLC 193.135 -1,05 5.139 -0,60
2026-05-12 13F Ballast Advisors Llc 6.221 -4,00 0 -100,00
2026-04-08 13F Stephens Group Asset Management, Llc 1.428.789 -16,80 38.020 -16,42
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