SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF - Institutionelles Eigentümerschaft - Verkäufer

iShares Trust - iShares 1-3 Year Treasury Bond ETF
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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
(%)
2026-05-20 13F Hobbs Group Advisors, LLC 11.258 -10,81 930 -11,10
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 441.671 -22,18 31.914 -32,17
2026-05-11 13F F/M Investments LLC 7.610 -1,55 619 -3,44
2026-05-13 13F Kovitz Investment Group Partners, LLC 243.150 -1,42 20.077 -1,72
2026-05-14 13F Van Hulzen Asset Management, LLC 52.467 -14,98 4.332 -15,23
2026-04-16 13F Financial Management Network Inc 37.735 -1,46 3.111 -1,99
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 0 -100,00 0
2026-02-19 13F CBM Financial, LLC 0 -100,00 0
2026-05-13 13F Transcend Wealth Collective, Llc 18.861 -8,44 1.557 -8,73
2026-04-28 13F Robertson Stephens Wealth Management, LLC 7.734 -63,19 639 -63,31
2026-05-14 13F Level Four Advisory Services, Llc 34.717 -3,91 2.867 -4,21
2026-05-14 13F Hara Capital LLC 0 -100,00 0
2026-05-11 13F Per Stirling Capital Management, LLC. 0 -100,00 0
2026-04-20 13F Obermeyer Wood Investment Counsel, Lllp 9.218 -5,79 761 -6,05
2026-04-22 13F MFA Wealth Services 52.343 -7,23 4.322 -7,51
2026-04-16 13F Stanley-Laman Group, Ltd. 4.777 -0,25 394 -0,51
2026-04-20 13F Jfs Wealth Advisors, Llc 106.582 -6,11 8.800 -6,39
2026-05-04 13F Element Wealth, LLC 16.422 -0,98 1.356 -1,31
2026-04-13 13F Bank of New Hampshire 538 -11,95 44 -12,00
2026-04-29 13F Harbour Capital Advisors, LLC 4.745 -29,91 392 -30,18
2026-02-12 13F Absolute Capital Management, LLC 0 -100,00 0
2026-05-04 13F Bleakley Financial Group, LLC 883.398 -1,04 72.942 -1,34
2026-02-12 13F Gould Capital, LLC 0 -100,00 0
2026-04-17 13F Baker Ellis Asset Management LLC 7.226 -1,37 597 -1,65
2026-05-15 13F United Capital Financial Advisers, Llc 199.938 -21,81 16.505 -22,07
2026-05-06 13F Angeles Wealth Management, Llc 94.954 -13,38 7.840 -13,65
2026-05-13 13F D L Carlson Investment Group Inc 2.438 -1,57 201 -1,95
2026-05-13 13F Forum Private Client Group LLC 4.441 -11,09 367 -11,38
2026-05-14 13F Ted Buchan & Co 24.829 -83,12 2.050 -83,17
2026-05-13 13F Allred Capital Management, LLC 9.096 -1,54 751 -1,96
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 46.145 -10,28 3.809 -10,57
2026-05-13 13F American Investment Services, Inc. 33.825 -3,95 2.793 -4,25
2026-05-15 13F Charles Schwab Investment Management Inc 1.222.342 -0,63 100.929 -0,93
2026-04-13 13F Hudson Capital Management LLC 0 -100,00 0
2026-04-29 13F Kaydan Wealth Management, Inc. 0 -100,00 0
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 0 -100,00 0
2026-04-15 13F Capital Advisory Group Advisory Services, LLC 0 -100,00 0
2026-05-14 13F Morse Asset Management, Inc 0 -100,00 0
2026-05-04 13F HBW Advisory Services LLC 0 -100,00 0
2026-02-26 13F Ssa Swiss Advisors Ag 11.082 -46,37 918 -46,50
2026-04-30 13F Beirne Wealth Consulting Services, LLC 0 -100,00 0
2026-05-08 13F Prime Capital Investment Advisors, LLC 5.662 -10,20 468 -10,54
2026-05-15 13F Citadel Advisors Llc 0 -100,00 0 -100,00
2026-05-21 13F Raab & Moskowitz Asset Management LLC 6.325 -1,16 522 -1,32
2026-05-15 13F Quarry LP 0 -100,00 0
2026-04-30 13F Private Trust Co Na 5.896 -17,93 487 -18,18
2026-05-14 13F Atomi Financial Group, Inc. 41.874 -6,94 3.458 -7,22
2026-04-20 13F Cushing Capital Partners, LLC 0 -100,00 0
2026-03-12 13F Vericrest Private Wealth 0 -100,00 0
2026-05-15 13F Headinvest, Llc 26.776 -2,24 2.211 -2,56
2026-05-11 13F Citigroup Inc 834.633 -39,12 68.916 -39,30
2026-05-14 13F Dorsey & Whitney Trust CO LLC 5.253 -25,35 434 -25,60
2026-05-08 13F Bokf, Na 0 -100,00 0
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-04-28 13F Flagship Harbor Advisors, Llc 11.309 -0,68 934 -1,06
2026-04-27 13F PFG Investments, LLC 18.784 -8,23 1.551 -8,55
2026-04-14 13F American State Bank (Iowa) 0 -100,00 0
2026-05-14 13F Us Bancorp \de\ 765.280 -1,86 63.189 -2,15
2026-05-06 13F Windward Private Wealth Management Inc. 3.800 -15,87 314 -16,31
2026-06-02 13F/A Parallel Advisors, LLC 0 -100,00 0 -100,00
2026-05-15 13F Independent Family Office, LLC 13.754 -1,60 1.136 -1,90
2026-01-22 13F Vista Investment Partners Ii, Llc 0 -100,00 0
2026-04-09 13F Camelot Technology Advisors, Inc. 20.119 -12,66 1.661 -12,90
2026-04-09 13F TruWealth Advisors, LLC 2.684 -5,09 222 -5,56
2026-05-13 13F Parkside Financial Bank & Trust 1.255 -13,75 104 -14,17
2026-04-28 13F Walser Wealth Management Company, A Ltd Liability Co 3.325 -23,21 275 -23,46
2026-04-28 13F Tempus Wealth Planning, LLC 3.880 -5,89 320 -6,16
2026-04-03 13F Ridgewood Investments LLC 0 -100,00 0
2026-04-21 13F Spectrum Asset Management, Inc. (NB/CA) 0 -100,00 0
2026-04-08 13F Dynamic Advisor Solutions LLC 244.153 -6,90 20.160 -7,19
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-05-15 13F CI Private Wealth, LLC 355.543 -0,91 29.171 -1,83
2026-05-01 13F Patten & Patten Inc/tn 83.352 -4,67 6.882 -4,96
2026-05-08 13F Glenview Trust Co 70.044 -0,06 5.784 -0,36
2026-05-07 13F VisionPoint Advisory Group, LLC 78.270 -40,54 6.463 -40,73
2026-04-30 13F DMG Group, LLC 6.814 -2,77 563 -3,10
2026-04-30 13F Beacon Financial Group 8.664 -90,07 715 -90,10
2026-05-04 13F MEMBERS Trust Co 105.463 -4,35 8.708 -4,63
2026-05-13 13F BlackRock, Inc. 11.690.655 -14,12 965.297 -14,38
2026-05-05 13F Putnam Fl Investment Management Co 114.331 -6,20 9.440 -6,48
2026-05-06 13F Broyhill Asset Management 81.724 -20,44 6.748 -20,69
2026-04-21 13F Trevian Wealth Management LLC 0 -100,00 0
2026-04-27 13F Koshinski Asset Management, Inc. 6.918 -19,30 571 -19,58
2026-04-10 13F Bouvel Investment Partners, LLC 76.128 -2,15 6.286 -2,45
2026-04-23 13F SevenBridge Financial Group, LLC 79.151 -3,74 6.532 -4,15
2026-05-12 13F Finer Wealth Management, Inc. 17.313 -14,89 1.430 -15,14
2026-05-15 13F Eagle Global Advisors Llc 47.205 -87,50 3.898 -87,54
2026-04-07 13F Blueline Advisors Llc 2.450 -43,23 202 -43,42
2026-04-22 13F HFG Wealth Management, LLC 5.836 -3,78 482 -4,18
2026-05-06 13F Crescent Grove Advisors, LLC 48.806 -6,47 4.030 -6,76
2026-04-22 13F Essential Planning, LLC. 34.459 -4,63 2.845 -4,91
2026-05-15 13F Morgan Stanley 22.530.443 -15,45 1.860.339 -15,70
2026-04-13 13F Invariant Investment Management 106.422 -0,81 8.773 -1,27
2026-05-04 13F Wsfs Capital Management, Llc 5.346 -5,28 441 -5,57
2026-04-13 13F ONE Advisory Partners, LLC 0 -100,00 0
2026-01-29 13F Comerica Bank 362.866 -12,53 30.053 -12,67
2026-05-01 13F Win Advisors, Inc 0 -100,00 0
2026-05-15 13F/A Prepared Retirement Institute LLC 53.296 -1,69 4.401 -1,98
2026-04-28 13F Berger Financial Group, Inc 9.018 -0,97 745 -1,33
2026-01-06 13F Fulcrum Equity Management 0 -100,00 0
2026-05-14 13F Spectrum Strategic Capital Management, LLC 106.551 -0,73 8.798 -1,03
2026-05-11 13F West Wealth Group, LLC 0 -100,00 0
2026-05-26 13F Peak Planning Group, LLC 0 -100,00 0 -100,00
2026-02-05 13F Idaho Trust Bank 0 -100,00 0 -100,00
2026-05-14 13F Delos Wealth Advisors, LLC 0 -100,00 0
2026-05-05 13F SOUTH STATE Corp 387.632 -3,62 32.007 -3,91
2026-01-08 13F Spartan Planning & Wealth Management 0 -100,00 0
2026-05-07 13F MidAtlantic Capital Management, Inc. 0 -100,00 0
2026-02-03 13F Farmers & Merchants Investments Inc 0 -100,00 0
2026-05-22 13F WNY Asset Management, LLC 3.981 -25,52 329 -25,96
2026-05-05 13F Quartz Partners, LLC 4.191 -10,35 346 -10,59
2026-05-12 13F Strategic Wealth Partners, Ltd. 6.240 -32,75 515 -32,94
2026-04-10 13F Lake Hills Wealth Management, LLC 80.619 -64,81 6.657 -64,92
2026-04-28 13F Ntv Asset Management Llc 24.223 -0,09 2.000 -0,35
2026-05-12 13F Creative Planning 141.791 -9,02 11.708 -9,30
2026-04-07 13F Eastern Bank 367 -73,01 30 -73,21
2026-05-15 13F Mercer Global Advisors Inc /adv 161.498 -12,45 13.335 -12,72
2026-04-02 13F Noble Wealth Management PBC 5.393 -19,10 445 -19,38
2026-05-08 13F Burke & Herbert Bank & Trust Co 8.093 -5,87 668 -6,18
2026-05-04 13F Procyon Private Wealth Partners, LLC 241.420 -11,64 19.934 -11,90
2026-04-09 13F Secure Asset Management, LLC 4.421 -0,16 365 -0,27
2026-02-13 13F Pine Valley Investments Ltd Liability Co 0 -100,00 0
2026-04-28 13F K.J. Harrison & Partners Inc 23.200 -0,47 1.916 -0,78
2026-04-30 13F Sequoia Financial Advisors, LLC 18.220 -25,43 1.504 -25,65
2026-05-15 13F Alliancebernstein L.p. 299.915 -25,73 24.839 -25,73
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-04-28 13F Integrated Advisors Network LLC 51.255 -27,47 4.232 -27,68
2026-04-14 13F Thurston, Springer, Miller, Herd & Titak, Inc. 4.165 -0,07 344 -0,58
2026-04-29 13F Childress Capital Advisors, Llc 0 -100,00 0
2026-04-17 13F IFC & Insurance Marketing, Inc. 3.549 -24,52 293
2026-05-16 13F Sunbelt Securities, Inc. 2.978 -1,13 246 -1,61
2026-05-13 13F Mizuho Markets Cayman LP 650.000 -55,85 53.670 -55,98
2026-05-11 13F Aptus Capital Advisors, LLC 105.038 -47,13 8.673 -47,30
2026-05-06 13F Topel & Distasi Wealth Management, LLC 42.967 -0,46 3.548 -0,78
2026-05-13 13F Invst, LLC 7.941 -8,76 656 -9,03
2026-05-04 13F First Foundation Advisors 8.348 -9,01 689 -9,22
2026-01-30 13F Activest Wealth Management 0 -100,00 0
2026-05-05 13F West Paces Advisors Inc. 14.151 -12,52 1.168 -12,77
2026-04-16 13F Capital Investment Advisors, LLC 11.997 -4,88 991 -5,17
2026-05-13 13F Park Square Financial Group, LLC 125 -77,80 10 -78,26
2026-05-05 13F NerdWallet Wealth Partners, LLC 103.691 -7,12 8.562 -7,41
2026-05-15 13F Amundi 669.900 -0,04 55.314 -0,35
2026-05-11 13F COFG Advisors, LLC 29.584 -3,38 2.443 -3,67
2026-05-04 13F Savant Capital, LLC 7.394 -16,87 611 -17,12
2026-04-29 13F Koa Wealth Management, LLC 66.763 -3,31 5.513 -3,60
2026-05-01 13F Beverly Hills Private Wealth, LLC 3.439 -44,10 284 -44,40
2026-04-24 13F James Investment Research Inc 122.478 -2,80 10.113 -3,10
2026-02-05 13F Maxele Advisors, LLC 18.778 -0,18 1.555 -0,32
2026-04-02 13F Marex Group plc 42.462 -15,08 3.513 -14,32
2026-01-14 13F ORG Partners LLC 11.011 -3,60 912 -3,39
2026-04-14 13F Family Wealth Partners, Llc 27.132 -6,80 2.240 -7,05
2026-02-03 13F D.B. Root & Company, LLC 0 -100,00 0
2026-05-13 13F Clearbridge Investments, LLC 8.082 -0,04 667 -0,30
2026-04-08 13F Evanson Asset Management, LLC 12.809 -8,66 1.058 -8,96
2026-01-29 13F Financial Life Planners 0 -100,00 0
2026-04-13 13F Chesley Taft & Associates LLC 30.410 -4,85 2.511 -5,14
2026-04-21 13F Pinnacle Associates Ltd 4.700 -6,09 388 -6,28
2026-05-05 13F Napier Financial, LLC 83.257 -0,46 6.875 -0,77
2026-05-14 13F Mizuho Markets Americas Llc 25.888 -98,49 2.138 -98,49
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 3.296 -2,31 272 -2,51
2026-05-06 13F Elyxium Wealth, LLC 0 -100,00 0
2026-05-15 13F Lazard Asset Management Llc 17.392 -2,62 1.436 -2,91
2026-05-12 13F Bear Mountain Capital, Inc. 379 -18,32 31 -18,42
2026-05-15 13F SIMA Wealth Partners, LLC 1.620 -21,01 134 -21,30
2026-02-17 13F SageView Advisory Group, LLC 14.034 -9,63 1.162 -9,78
2026-04-01 13F Vigilare Wealth Management 0 -100,00 0
2026-02-18 13F EP Wealth Advisors, Inc. 0 -100,00 0
2026-04-27 13F Lodestar Private Asset Management Llc 18.698 -4,75 1.544 -5,05
2026-05-12 13F Cascade Financial Partners, LLC 93.900 -40,55 7.753 -40,73
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-04-23 13F Willis Johnson & Associates, Inc. 5.313 -47,26 439 -47,48
2026-02-03 13F Vantage Financial Partners, LLC 5.915 -4,84 490 -5,05
2026-04-21 13F Avaii Wealth Management, Llc 3.564 -3,88 294 -4,23
2026-05-15 13F Susquehanna International Group, Llp 44.890 -63,06 3.707 -63,18
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 2.142 -46,64 177 -46,99
2026-05-11 13F Ewing Morris & Co. Investment Partners Ltd. 0 -100,00 0
2026-05-21 13F Verus Capital Partners, Llc 21.986 -2,26 1.815 -2,52
2026-04-30 13F Stronghold Wealth Management L.L.C. 15.889 -2,50 1.312 -2,82
2026-05-05 13F Steel Peak Wealth Management LLC 13.624 -1,62 1.125 -1,92
2026-04-27 13F Pensionmark Financial Group, Llc 114.008 -2,08 9.414 -2,39
2026-04-23 13F Harbor Investment Advisory, Llc 38.603 -25,45 3.187 -25,68
2026-05-06 13F Atlantic Trust, LLC 4.205 -12,76 347 -13,03
2026-04-29 13F Addison Capital Co 7.028 -1,98 580 -2,19
2026-05-18 13F Edgestream Partners, L.P. 12.562 -78,56 1.037 -78,62
2026-05-04 13F New Wave Wealth Advisors Llc 2.467 -76,56 204 -76,69
2026-05-13 13F BCJ Capital Management, LLC 36.876 -11,35 3.045 -11,64
2026-05-14 13F Gts Securities Llc 6.344 -91,87 524 -91,90
2026-05-04 13F Copia Wealth Management 1.429 -42,36 118 -42,93
2026-04-29 13F CVA Family Office, LLC 4.069 -27,66 336 -27,96
2026-05-04 13F Checchi Capital Advisers, LLC 65.968 -0,46 5.447 -0,77
2026-04-09 13F Pacifica Partners Inc. 20 -83,05 2 -88,89
2026-05-08 13F Core Wealth Partners LLC 4.011 -0,77 331 -0,90
2026-04-24 13F Capital Asset Advisory Services LLC 6.220 -1,19 514 -1,54
2026-05-15 13F MAI Capital Management 124.653 -35,55 10.293 -35,74
2026-05-13 13F Tiemann Investment Advisors, Llc 4.150 -19,42 343 -19,72
2026-04-13 13F St Germain D J Co Inc 943 -9,59 78 -10,47
2026-04-16 13F SG Americas Securities, LLC 7.925 -36,15 1 -100,00
2026-04-24 13F National Asset Management, Inc. 17.629 -17,02 1.454 -17,34
2026-04-21 13F FLP Wealth Management, LLC 0 -100,00 0
2026-04-07 13F Martin Capital Partners, LLC 46.308 -0,65 4 0,00
2026-05-14 13F Neuberger Berman Group LLC 5.495 -10,58 454 -10,83
2026-05-05 13F UBS Group AG Call 0 -100,00 0
2026-05-12 13F Cheviot Value Management, LLC 4.251 -1,76 351 -1,96
2026-05-01 13F Brightwater Advisory LLC 15.960 -0,19 1.318 -0,53
2026-05-01 13F Capital Squared Financial LLC 0 -100,00 0
2026-02-12 13F Logan Capital Management Inc 0 -100,00 0 -100,00
2026-05-05 13F Journey Advisory Group, LLC 11.600 -56,43 958 -56,60
2026-04-08 13F Sunburst Financial Group, LLC 0 -100,00 0
2026-01-02 13F Global Wealth Strategies & Associates 0 -100,00 0
2026-04-23 13F Traub Capital Management LLC 28.561 -0,03 2.358 -0,34
2026-04-14 13F Arvest Investments, Inc. 0 -100,00 0
2026-05-15 13F Wellspring Financial Advisors, LLC 141.522 -0,86 373 -10,58
2026-04-29 13F American Wealth Advisors, LLC 74.182 -1,38 6.125 -1,67
2026-05-13 13F First Citizens Bank & Trust Co 70.758 -2,72 5.842 -3,02
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 300.715 -1,23 25 -4,00
2026-05-05 13F Aventura Private Wealth, LLC 1.647 -26,34 136 -27,03
2026-05-12 13F Tiaa Trust, National Association 54.131 -51,67 4.470 -51,82
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-04-23 13F North Star Investment Management Corp. 5.169 -4,26 427 -4,70
2026-04-28 13F Howe & Rusling Inc 1 -99,68 0 -100,00
2026-04-08 13F RoundAngle Advisors LLC 2.653 -2,21 219 -2,23
2026-04-21 13F Biltmore Wealth Management, LLC 6.466 -5,00 534 -5,33
2026-05-15 13F Second Line Capital, LLC 2.735 -62,22 226 -62,44
2026-04-28 13F Strata Wealth Advisors, LLC 25.826 -33,79 2.132 -33,99
2026-01-29 13F Inscription Capital, LLC 0 -100,00 0 -100,00
2026-01-27 13F Clark Asset Management, LLC 0 -100,00 0
2026-02-13 13F Motiv8 Investments LLC 0 -100,00 0
2026-04-16 13F Klaas Financial Asset Advisors, LLC 20.403 -91,81 1.685 -91,84
2026-04-09 13F Veracity Capital LLC 3.638 -69,86 300 -69,97
2026-04-15 13F McAlvany Wealth Management LLC 0 -100,00 0
2026-04-22 13F TBH Global Asset Management, LLC 0 -100,00 0
2026-04-28 13F WJ Wealth Management, LLC 7.490 -31,85 618 -32,09
2026-05-13 13F Freestone Capital Holdings, LLC 0 -100,00 0
2026-05-15 13F Prelude Capital Management, Llc 0 -100,00 0
2026-05-15 13F Dimension Capital Management Llc 4.300 -32,75 355 -32,89
2026-04-07 13F CoreCap Advisors, LLC 7.916 -32,49 654 -32,75
2026-04-28 13F Lee Danner & Bass Inc 4.865 -2,01 402 -2,43
2026-05-13 13F Synergy Financial Management, LLC 4.140 -13,23 342 -13,67
2026-04-17 13F Tectonic Advisors Llc 0 -100,00 0
2026-04-20 13F White Pine Investment CO 4.635 -26,70 0
2026-02-06 13F New Millennium Group LLC 0 -100,00 0
2026-04-10 13F Novem Group 4.301 -0,83 355 -1,11
2026-05-15 13F Alternative Investment Advisors, LLC. 5.329 -8,77 440 -8,90
2026-01-23 13F Private Wealth Management Group, LLC 0 -100,00 0
2026-02-09 13F Premier Financial Group 0 -100,00 0
2026-04-21 13F Wesbanco Bank Inc 7.200 -0,41 595 -0,67
2026-04-15 13F Hutchens & Kramer Investment Management Group, LLC 16.857 -2,62 1.392 -2,93
2026-05-15 13F/A Independent Financial Group, Llc 36.038 -10,64 2.976 -10,90
2026-02-18 13F Onyx Bridge Wealth Group LLC 0 -100,00 0
2026-05-11 13F First Wilshire Securities Management Inc 0 -100,00 0
2026-05-14 13F Northern Trust Corp 28.031 -34,27 2.315 -34,47
2026-05-04 13F Optima Capital Llc 0 -100,00 0
2026-04-27 13F DeDora Capital, Inc. 4.994 -0,97 412 -1,20
2026-02-10 13F Principia Wealth Advisory, LLC 7.138 -62,44 591 -62,50
2026-05-15 13F Rehmann Capital Advisory Group 24.169 -7,92 1.996 -8,19
2026-04-16 13F Fortem Financial Group, Llc 4.165 -5,10 344 -5,51
2026-04-24 13F Charter Oak Capital Management, LLC 8.443 -51,84 697 -51,96
2026-04-21 13F Old National Bancorp /in/ 10.153 -18,85 838 -19,11
2026-04-08 13F Stonebridge Financial Group, LLC 21.490 -61,44 1.774 -61,57
2026-02-12 13F CIBC Private Wealth Group, LLC 43.506 -13,93 3.603 -14,07
2026-01-22 13F Premier Path Wealth Partners, LLC 115.563 -5,66 9.571 -5,82
2026-05-06 13F LPL Financial LLC 5.873.249 -6,74 484.954 -7,02
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 11.857 -47,90 979 -48,09
2026-04-30 13F Hsbc Holdings Plc 190.566 -8,41 20.372 1,13
2026-04-15 13F Occidental Asset Management, LLC 3.737 -2,07 309 -2,53
2026-05-11 13F Haverford Trust Co 19.951 -15,80 1.647 -16,06
2026-04-22 13F Continuum Advisory, LLC 22.708 -9,40 1.875 -9,64
2026-04-14 13F XY Planning Network, Inc. 9.862 -0,74 812 -1,34
2026-02-13 13F Tcfg Wealth Management, Llc 0 -100,00 0
2026-04-16 13F Henrickson Nauta Wealth Advisors, Inc. 8.365 -50,05 691 -50,29
2026-04-17 13F PMG Wealth Management, Inc. 25.447 -8,21 2.095 -8,76
2026-04-30 13F Acorn Wealth Advisors, LLC 17.568 -9,66 1.451 -9,94
2026-05-15 13F Royal Bank Of Canada 3.515.652 -1,44 290.286 -1,74
2026-02-11 13F Zions Bancorporation, National Association /ut/ 0 -100,00 0
2026-05-11 13F Kestra Investment Management, LLC 3.169 -12,43 262 -12,71
2026-04-28 13F Probity Advisors, Inc. 0 -100,00 0
2026-05-15 13F Guggenheim Capital Llc 573.020 -4,42 47.314 -4,71
2026-05-13 13F Caitlin John, LLC 652 -23,47 54 -24,29
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 13.470 -2,35 1.112 -2,63
2026-04-21 13F Cambient Family Office, Llc 149.814 -11,38 12.370 -11,65
2026-05-05 13F Sanctuary Advisors, LLC 90.453 -9,14 7.469 -9,42
2026-05-15 13F Gallagher Fiduciary Advisors, LLC 40.151 -1,95 3.315 -2,24
2026-05-06 13F Modera Wealth Management, LLC 11.150 -0,95 921 -1,29
2026-05-07 13F Bingham Private Wealth, Llc 6.304 -1,28 521 -1,52
2026-04-16 13F EdgeRock Capital LLC 0 -100,00 0
2026-04-22 13F Pasadena Private Wealth, LLC 0 -100,00 0
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-05-14 13F Allworth Financial LP 39.629 -2,59 3.272 -2,88
2026-05-15 13F Victory Capital Management Inc 0 -100,00 0
2026-05-07 13F EPG Wealth Management LLC 27.807 -13,05 2.296 -13,33
2026-05-01 13F Thrivent Financial For Lutherans 3.935 -3,67 0
2026-05-05 13F 4J Wealth Management LLC 22.103 -1,30 1.825 -1,56
2026-05-15 13F Summit Financial, LLC 8.998 -0,23 743 -0,54
2026-04-14 13F Focus Financial Network, Inc. 75.444 -21,97 6.229 -22,21
2026-05-11 13F Pathstone Holdings, LLC 52.043 -6,59 4.297 -6,87
2026-05-08 13F Horizon Family Wealth, Inc. 5.289 -11,32 437 -11,56
2026-04-16 13F Stephen J. Garry & Associates, Llc 23.376 -12,54 1.930 -12,79
2026-04-28 13F Stratos Wealth Advisors, LLC 21.984 -5,96 1.815 -6,25
2026-04-30 13F Davis-rea Ltd. 0 -100,00 0
2026-04-27 13F Platform Technology Partners 14.582 -9,08 1.204 -9,34
2025-12-16 13F Garde Capital, Inc. 0 -100,00 0
2026-05-08 13F Valeo Financial Advisors, LLC 0 -100,00 0
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-05-05 13F Allspring Global Investments Holdings, LLC 421.143 -6,17 34.774 -6,46
2026-05-12 13F IPG Investment Advisors LLC 3.649 -5,59 301 -5,94
2026-05-15 13F Squarepoint Ops LLC 0 -100,00 0
2026-05-11 13F Fountainhead AM, LLC 91 -18,02 12 -26,67
2026-05-04 13F Retirement Income Solutions, Inc 6.752 -15,59 558 -15,86
2026-05-11 13F Umb Bank N A/mo 68.845 -27,44 5.685 -27,66
2026-05-14 13F Blalock Williams, Llc 6.975 -5,23 576 -5,58
2026-04-07 13F Twele Capital Management, Inc. 5.093 -3,56 421 -3,89
2026-04-17 13F Presilium Private Wealth, Llc 12.791 -6,95 1.056 -7,21
2026-04-28 13F SeaBridge Investment Advisors LLC 17.194 -12,89 1.420 -13,16
2026-05-14 13F Marble Wealth, LLC 14.135 -2,67 1.167 -2,91
2026-03-24 13F/A Barclays Plc Call 0 -100,00 0 -100,00
2026-04-10 13F Charles Schwab Trust Co 4.319 -8,05 357 -8,48
2026-04-20 13F Sowell Financial Services LLC 8.276 -2,27 683 -2,57
2026-05-04 13F Mattern Capital Management, Llc 2.960 -89,79 244 -89,83
2026-05-01 13F Castleview Partners, Llc 5.583 -13,31 461 -13,70
2026-05-07 13F Argyle Capital Partners, LLC 31.513 -7,83 2.602 -8,12
2026-05-13 13F Avestar Capital, LLC 4.124 -2,39 341 -2,58
2026-04-27 13F Capital Investment Services of America, Inc. 144.350 -0,48 11.919 -0,79
2026-05-05 13F UBS Group AG 4.824.310 -1,96 398.343 -2,26
2026-05-08 13F Resources Investment Advisors, LLC. 281.972 -5,14 23.282 -5,42
2026-01-12 13F Heartwood Wealth Advisors LLC 0 -100,00 0
2026-02-17 13F Persistent Asset Partners Ltd 0 -100,00 0
2026-05-15 13F Gw Henssler & Associates Ltd 0 -100,00 0
2026-04-22 13F Samalin Investment Counsel, LLC 34.168 -6,11 2.821 -6,40
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-05-14 13F Hilton Capital Management, LLC 0 -100,00 0
2026-04-02 13F Horizons Wealth Management 1.744 -1,64 144 -1,37
2026-05-01 13F American Trust 4.867 -3,24 402 -3,61
2026-04-29 13F Efficient Advisors, LLC 44.994 -27,44 3.715 -27,65
2026-02-09 13F Financial Advisory Corp /ut/ /adv 0 -100,00 0
2026-02-09 13F HBK Sorce Advisory LLC 0 -100,00 0 -100,00
2026-05-14 13F First Commonwealth Financial Corp /pa/ 0 -100,00 0
2026-04-16 13F Everstar Asset Management, LLC 115.152 -3,27 9.508 -3,56
2026-05-14 13F Crabel Capital Management, LLC 0 -100,00 0
2026-05-05 13F UBS Group AG Put 0 -100,00 0
2026-05-11 13F Fiduciary Group LLC 337.819 -2,46 27.894 -2,75
2026-04-16 13F First Community Trust Na 15.028 -32,03 1.241 -32,28
2026-05-14 13F Advisory Research Inc 0 -100,00 0
2026-04-17 13F Bell Investment Advisors, Inc 0 -100,00 0
2026-05-14 13F Oak Associates Ltd /oh/ 3.630 -62,22 300 -62,39
2026-02-03 13F Orion Capital Management LLC 0 -100,00 0
2026-05-04 13F Brookwood Investment Group LLC 23.575 -7,09 1.947 -7,38
2026-04-09 13F Freestate Advisors LLC 17.926 -3,01 1.480 -3,27
2026-05-07 13F Element Pointe Advisors, Llc 326.561 -2,74 26.964 -3,04
2026-04-21 13F OneAscent Financial Services LLC 3.830 -0,70 316 -0,94
2026-04-15 13F Seacrest Wealth Management, Llc 10.389 -59,78 858 -59,97
2026-04-22 13F AGH Wealth Advisors, LLC 3.655 -82,42 302 -82,52
2026-04-22 13F Joel Isaacson & Co., LLC 3.864 -29,50 319 -29,58
2026-05-04 13F Calamos Wealth Management LLC 11.768 -1,18 972 -1,52
2026-02-09 13F Allen Capital Group, LLC 0 -100,00 0
2026-04-10 13F Magnus Financial Group LLC 5.767 -80,53 476 -80,60
2026-05-11 13F BankPlus Trust Department 5.641 -2,18 466 -2,52
2026-05-19 13F Silicon Valley Capital Partners 511.999 -3,81 42.276 -4,10
2026-05-04 13F Lifeworks Advisors, LLC 4.643 -14,32 383 -14,51
2026-02-17 13F BTG Pactual Asset Management US LLC 0 -100,00 0
2026-02-13 13F Vega Investment Solutions 0 -100,00 0
2026-04-09 13F Kelly Financial Group Llc 5.415 -2,56 447 -2,83
2026-05-08 13F Fortis Group Advisors, LLC 2.992 -2,73 247 -3,53
2026-05-15 13F Manufacturers Life Insurance Company, The 1.090.879 -51,32 90.074 -51,46
2026-05-15 13F Ancora Advisors, LLC 89.686 -4,43 7.405 -4,71
2026-05-15 13F Goldman Sachs Group Inc 882.245 -19,83 72.847 -20,07
2026-04-24 13F Balentine LLC 0 -100,00 0
2026-05-12 13F TD Waterhouse Canada Inc. 19.625 -10,73 1.615 -11,26
2026-02-13 13F Flow Traders U.s. Llc 0 -100,00 0
2026-05-15 13F Weaver Consulting Group 6.427 -1,23 531 -1,49
2026-05-12 13F Moneta Group Investment Advisors Llc 5.167 -2,20 427 -2,52
2026-04-20 13F Ronald Blue Trust, Inc. 4.568 -31,87 377 -32,07
2026-04-20 13F Benedict Financial Advisors Inc 13.510 -10,48 1.116 -10,73
2026-03-24 13F/A Barclays Plc Put 0 -100,00 0 -100,00
2026-05-07 13F Ironwood Investment Counsel, LLC 8.108 -21,84 669 -22,12
2026-04-20 13F Dock Street Asset Management Inc 24.543 -48,25 2.027 -48,41
2026-04-16 13F Phillips Financial Management, Llc 4.919 -0,95 406 -1,22
2026-05-15 13F Cerity Partners LLC 2.503.641 -5,78 206.726 -6,07
2026-02-13 13F Blueprint Financial Advisors LLC 0 -100,00 0
2026-05-15 13F Ameriflex Group, Inc. 2.685 -5,09 222 -5,56
2026-05-15 13F Tower Research Capital LLC (TRC) 252 -99,84 21 -99,85
2026-05-15 13F Cresset Asset Management, LLC 23.209 -0,85 1.916 -1,14
2026-04-09 13F Noble Family Wealth, LLC 31.437 -0,97 2.596 -1,29
2026-01-22 13F Compass Planning Associates Inc 0 -100,00 0
2026-05-14 13F Pinebridge Investments Asia Ltd 2.737.000 -16,22 225.994 -16,48
2026-04-15 13F DAVENPORT & Co LLC 84.449 -1,36 6.973 -1,66
2026-04-16 13F Smith Thornton Advisors LLC 3.281 -17,73 271 -18,18
2026-04-27 13F HB Wealth Management, LLC 25.081 -3,96 2.071 -4,26
2026-05-15 13F Cape Investment Advisory, Inc. 3.994 -6,86 330 -7,32
2026-02-17 13F Snowden Capital Advisors LLC 60.722 -6,14 5.029 -6,28
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 114.783 -12,18 9.478 -12,45
2026-05-11 13F First National Bank Of Omaha 57.218 -1,06 4.720 -1,48
2026-04-21 13F First United Bank Trust/ 75 -11,76 6 -14,29
2026-04-13 13F Enclave Advisors LLC 9.517 -52,63 786 -52,80
2026-04-14 13F Nbc Securities, Inc. 28.207 -1,49 2.329 -1,77
2026-05-07 13F Johnson Financial Group, Inc. 100 -95,10 8 -95,24
2026-05-14 13F Jump Financial, LLC 0 -100,00 0
2026-05-15 13F Wick Capital Partners, LLC 32.209 -1,94 2.659 -2,24
2026-05-05 13F HighTower Advisors, LLC 749.144 -14,58 61.857 -14,84
2026-04-29 13F Renasant Bank 0 -100,00 0
2026-01-16 13F Forte Asset Management Llc 0 -100,00 0
2026-05-12 13F Azimuth Capital Investment Management LLC 7.083 -4,13 585 -4,42
2026-04-24 13F Axis Wealth Partners, LLC 8.978 -2,15 741 -2,37
2026-05-12 13F CIBC Bancorp USA Inc. 33.563 -33,95 2.771 -34,26
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 3.091 -43,63 255 -43,83
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0
2026-02-13 13F Williams Jones Wealth Management, LLC. 0 -100,00 0
2026-02-02 13F PKS Advisory Services, LLC 0 -100,00 0
2026-04-13 13F Lee Financial Co 10.207 -14,18 843 -14,52
2026-05-04 13F Autumn Glory Partners, LLC 3.062 -4,22 253 -4,55
2026-04-16 13F Heck Capital Advisors, LLC 95.642 -19,07 7.897 -19,31
2026-04-20 13F Independence Wealth Advisors, LLC 4.092 -1,23 338 -1,75
2026-05-13 13F NewEdge Wealth, LLC 21.838 -1,13 1.803 -1,42
2026-04-20 13F Ritholtz Wealth Management 27.594 -23,50 2.278 -23,74
2026-01-21 13F Capital Advisors Wealth Management, LLC 0 -100,00 0
2026-05-08 13F Private Management Group Inc 30.821 -3,34 2.545 -3,64
2026-05-15 13F Markin Asset Management, LP 14.341 -14,57 1.184 -14,82
2026-05-14 13F Horizon Investments, LLC 880 -13,98 72 -14,29
2026-02-24 13F DGS Capital Management, LLC 0 -100,00 0
2026-04-15 13F Merit Financial Group, LLC 62.784 -7,48 5.184 -7,76
2026-04-13 13F Mader & Shannon Wealth Management, Inc. 251.457 -25,08 20.763 -25,44
2026-04-24 13F Stock Yards Bank & Trust Co 50.756 -18,49 4.191 -18,74
2026-05-15 13F Peapack Gladstone Financial Corp 230.419 -2,28 19 0,00
2026-04-22 13F Traphagen Investment Advisors Llc 153.125 -6,63 12.644 -6,91
2026-02-14 13F Berkshire Asset Management Llc/pa 0 -100,00 0
2026-05-04 13F V2 Financial group LLC 0 -100,00 0
2026-05-12 13F Northwest Bancshares, Inc. 0 -100,00 0
2026-04-16 13F Roble, Belko & Company, Inc 302 -86,27 0
2026-05-14 13F Pinnacle Financial Partners, Inc. 575.105 -7,09 47.487 -7,37
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 83.517 -5,45 6.896 -5,59
2026-04-27 13F Td Private Client Wealth Llc 831.189 -8,51 68.631 -8,78
2026-04-15 13F Norden Group Llc 0 -100,00 0
2026-02-13 13F Landscape Capital Management, L.l.c. 0 -100,00 0
2026-04-28 13F Whittier Trust Co 3.693 -25,69 304 -26,46
2026-04-13 13F Whalen Wealth Management Inc. 3.841 -18,12 317 -18,30
2026-04-20 13F Fonville Wealth Management LLC 5.550 -8,31 458 -8,58
2026-05-06 13F Eq Llc 0 -100,00 0
2026-05-15 13F Vestmark Advisory Solutions, Inc. 86.138 -5,32 7.112 -5,60
2026-04-22 13F Harbor Asset Planning, Inc. 0 -100,00 0
2026-05-06 13F Deutsche Bank Ag\ 13.524 -15,95 1.117 -16,22
2026-05-06 13F Meridian Wealth Management, LLC 10.251 -32,82 846 -33,02
2026-05-15 13F Citadel Advisors Llc Call 41.300 -46,29 3.410 -46,45
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100,00 0 -100,00
2026-01-05 13F LifeGuide Financial Advisors, LLC 0 -100,00 0
2026-05-13 13F South Plains Financial, Inc. 0 -100,00 0
2026-04-21 13F Maseco Llp 7.885 -0,47 651 -0,76
2026-04-22 13F RMR Wealth Builders 27.925 -3,06 2.306 -3,35
2026-05-04 13F Mml Investors Services, Llc 588.116 -22,35 48.561 -22,58
2026-05-11 13F CAPROCK Group, Inc. 0 -100,00 0
2026-04-28 13F PCG Wealth Advisors, LLC 5.808 -4,08 480 -4,39
2026-04-21 13F HCR Wealth Advisors 41.996 -15,50 3.468 -15,75
2026-05-13 13F WealthCollab, LLC 0 -100,00 0
2026-05-13 13F Brinker Capital Investments, LLC 199.455 -7,78 16.469 -8,06
2026-05-15 13F Strategic Advocates LLC 0 -100,00 0
2026-01-12 13F Evolution Wealth Advisors, LLC 0 -100,00 0
2026-05-14 13F Insight Wealth Partners, LLC 2.637 -24,79 218 -25,17
2026-05-15 13F NCM Capital Management, LLC 12.689 -1,55 1.048 -1,87
2026-04-24 13F Ndwm Llc 15.107 -4,56 1.247 -4,81
2026-02-06 13F Cadence Wealth Management LLC 0 -100,00 0
2026-04-16 13F Rockland Trust Co 16.099 -0,40 1.329 -0,67
2026-05-12 13F Jane Street Group, Llc 9.054 -98,58 748 -98,58
2026-05-18 13F Arkadios Wealth Advisors 39.326 -7,18 3.247 -7,47
2026-05-12 13F Waterloo Capital, L.P. 3.342 -77,06 276 -77,20
2026-04-22 13F Wealth Advisory Solutions, LLC 11.071 -0,46 914 -0,76
2026-02-17 13F Blueprint Investment Partners LLC 0 -100,00 0
2026-05-13 13F Jaffetilchin Investment Partners, LLC 89.845 -73,19 7.418 -73,27
2026-04-21 13F Pacific Park Financial, Inc. 14.857 -2,64 1.227 -2,93
2026-04-22 13F Sykon Capital Llc 0 -100,00 0
2026-05-15 13F Hancock Whitney Corp 0 -100,00 0
2026-01-26 13F BTS Asset Management, Inc. 0 -100,00 0
2026-05-13 13F May Barnhard Investments LLC 24.602 -13,97 2.031 -14,23
2026-05-12 13F Ballast Advisors Llc 2.783 -2,14 0 -100,00
2026-03-10 13F/A Retirement Financial Solutions, Llc 0 -100,00 0
2026-05-06 13F Bartlett & Co. Wealth Management Llc 194.098 -14,55 15.992 -15,00
2026-05-15 13F Catherine Avery Investment Management LLC 0 -100,00 0
2026-04-22 13F Gemmer Asset Management LLC 54.202 -17,26 4.475 -17,51
2026-04-30 13F Nuveen, LLC 0 -100,00 0
2026-05-14 13F Bright Financial Advisors, Inc. 9.161 -2,55 756 -2,83
2026-04-24 13F Goldstone Financial Group, LLC 0 -100,00 0
2026-04-30 13F Winch Advisory Services, LLC 41.453 -0,38 3.423 -0,70
2026-04-20 13F Park Edge Advisors, LLC 37.948 -1,52 3.133 -1,82
2026-05-14 13F Sumitomo Mitsui Financial Group, Inc. 122.409 -1,40 10.107 -1,69
2026-05-05 13F PFG Advisors 8.374 -6,73 691 -7,00
2026-04-22 13F Tru Independence Asset Management 2, Llc 23.208 -25,39 1.916 -25,62
2026-04-28 13F Westfuller Advisors, LLC 5.646 -0,98 466 -1,27
2026-04-08 13F JGP Wealth Management, LLC 46.247 -1,68 3.819 -1,98
2026-04-21 13F Sunpointe, LLC 2.935 -1,74 242 -2,02
2026-04-06 13F Private Client Services, Llc 9.458 -83,44 781 -83,51
2026-04-14 13F Northwest Wealth Management, Llc 7.270 -0,45 600 -0,66
2026-04-09 13F Park Place Capital Corp 500 -80,48 41 -80,66
2026-05-15 13F Two Sigma Securities, Llc 0 -100,00 0
2026-01-08 13F Traveka Wealth, LLC 0 -100,00 0 -100,00
2026-05-07 13F New Insight Wealth Advisors 18.399 -34,82 1.519 -35,00
2026-05-04 13F Conservest Capital Advisors, Inc. 0 -100,00 0
2026-05-01 13F International Assets Investment Management, Llc 3.493 -15,24 288 -15,84
2026-05-07 13F Advisor OS, LLC 3.997 -9,47 330 -9,59
2026-04-14 13F Pinnacle Wealth Management Group, Inc. 6.281 -4,86 519 -5,13
2026-02-13 13F Headlands Technologies LLC 0 -100,00 0
2026-05-04 13F Entelevest, LLC 20.177 -29,08 1.666 -29,33
2026-05-14 13F Financial Engines Advisors L.L.C. 14.489 -42,52 1.196 -42,69
2026-05-05 13F Crestwood Advisors Group LLC 9.106 -4,79 752 -5,18
2026-02-05 13F Arrow Financial Corp 0 -100,00 0
2026-05-15 13F SkyView Investment Advisors, LLC 0 -100,00 0
2026-04-29 13F BEAM Asset Management, LLC 43.318 -21,15 3.577 -21,39
2026-05-18 13F IFS Group,LLC 10.500 -10,26 867 -10,54
2026-04-15 13F Stordahl Capital Management, Inc. 7.557 -2,23 624 -2,66
2026-05-11 13F Valpey Financial Services, LLC 12.869 -4,33 1.063 -4,67
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-04-29 13F Investment House Llc 38.275 -2,99 3.160 -3,28
2026-01-28 13F Trademark Financial Management, LLC 0 -100,00 0
2026-05-15 13F IHT Wealth Management, LLC 35.468 -20,13 2.929 -20,37
2026-05-11 13F Crossmark Global Holdings, Inc. 0 -100,00 0
2026-05-13 13F Clearwater Capital Advisors, LLC 4.740 -21,91 391 -22,11
2026-05-06 13F Simon Quick Advisors, Llc 10.576 -0,03 873 -0,34
2026-04-28 13F Interactive Financial Advisors 2.467 -0,76 204 -0,98
2026-04-08 13F NorthCrest Asset Manangement, LLC 54.175 -11,81 4.462 -12,37
2026-04-22 13F Finley Financial, LLC 1.535 -51,19 127 -51,54
2026-05-05 13F Rollins Financial Advisors, LLC 4.621 -21,52 382 -21,77
2026-05-14 13F Peak Asset Management, LLC 33.721 -5,04 2.784 -5,31
2026-05-12 13F Benjamin Edwards Inc 12.326 -24,20 1.018 -24,44
2026-04-29 13F San Luis Wealth Advisors LLC 9.894 -19,33 817 -19,61
2026-05-08 13F Tillman Hartley LLC 29.492 -2,37 2.435 -2,64
2026-04-27 13F GenTrust, LLC 15.055 -3,15 1.243 -3,42
2026-02-11 13F Vestor Capital, Llc 0 -100,00 0
2026-05-20 13F Cadia Private Client LLC 15.020 -4,45 1.240 -4,69
2026-04-23 13F Kohmann Bosshard Financial Services, LLC 0 -100,00 0
2026-04-30 13F GreatBanc Trust CO 2.425 -57,64 200 -57,81
2026-04-23 13F Oppenheimer & Co Inc 72.424 -65,09 5.980 -65,20
2026-05-06 13F Tyche Wealth Partners LLC 3.787 -31,54 313 -31,88
2026-05-14 13F Vernal Point Advisors, LLC 0 -100,00 0
2026-05-06 13F Durante & Waters, Llc 90.300 -1,13 7.456 -1,43
2026-05-14 13F Proficio Capital Partners LLC 387.079 -35,68 31.961 -35,88
2026-05-15 13F Northeast Financial Group, Inc. 3.326 -8,35 275 -8,67
2026-05-01 13F Lester Murray Antman dba SimplyRich 5.155 -7,67 0
2026-05-29 13F Asset Dedication, LLC 485 -79,72 40 -79,80
2026-05-04 13F Nwam Llc 34.334 -9,69 2.835 -10,00
2026-01-12 13F Rialto Wealth Management, LLC 0 -100,00 0
2026-05-01 13F Richardson Financial Services Inc. 0 -100,00 0
2026-03-12 13F Winthrop Partners - Wny, Llc 0 -100,00 0
2026-04-17 13F Amarillo National Bank 9.635 -0,32 796 -0,62
2026-05-08 13F Steward Partners Investment Advisory, Llc 1.073.029 -27,14 88.600 -27,36
2026-04-09 13F Tompkins Financial Corp 2.336 -98,27 193 -98,29
2026-02-12 13F JPL Wealth Management, LLC 0 -100,00 0
2026-04-29 13F Latko Wealth Management, Ltd. 22.722 -17,43 1.876 -17,68
2026-05-14 13F Regal Investment Advisors LLC 20.699 -9,34 1.709 -9,58
2026-04-22 13F Aua Capital Management, Llc 51.759 -2,59 4.274 -2,89
2026-04-22 13F Clear Creek Financial Management, LLC 11.274 -1,22 931 -1,59
2026-05-15 13F Glen Eagle Advisors, LLC 7.719 -4,53 637 -4,78
2026-02-09 13F GatePass Capital, LLC 0 -100,00 0
2026-05-04 13F Global View Capital Management LLC 5.931 -3,28 490 -3,55
2026-04-21 13F Welch Group, LLC 29.463 -35,41 2.433 -35,61
2026-04-28 13F Nbt Bank N A /ny 85.336 -6,63 7.046 -6,91
2026-01-26 13F Northwest Capital Management Inc 0 -100,00 0
2026-04-27 13F DSG Capital Advisors, LLC 39.045 -0,06 3.224 -0,37
2026-01-21 13F Future Financial Wealth Managment LLC 0 -100,00 0
2026-05-15 13F TRUE Private Wealth Advisors 18.602 -3,56 1.536 -3,82
2026-05-05 13F Capital Investment Advisory Services, LLC 7.639 -4,68 631 -4,98
2026-05-15 13F Old Mission Capital Llc 0 -100,00 0
2026-05-06 13F Bessemer Group Inc 10.953 -35,16 1 -100,00
2026-04-24 13F Key FInancial Inc 0 -100,00 0
2026-05-01 13F Cdkv Holdings Llc 12.423 -2,42 1.026 -2,75
2026-05-12 13F One Capital Management, LLC 6.934 -2,54 573 -2,89
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