VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF - Institutionelles Eigentümerschaft - Verkäufer

Vanguard STAR Funds - Vanguard Total International Stock ETF

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
(%)
2026-05-13 13F Elm Partners Management LLC 18.388 -0,02 1.372 -1,08
2026-04-23 13F Sellwood Investment Partners LLC 220.965 -6,59 17.039 -4,53
2026-05-01 13F Kraft, Davis & Associates, LLC 4.710 -3,36 391 2,89
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-04 13F Integrity Wealth Solutions LLC 74.727 -0,74 5.762 1,46
2026-05-12 13F M Holdings Securities, Inc. 29.140 -26,65 2 0,00
2026-01-22 13F Whitaker-Myers Wealth Managers, LTD. 0 -100,00 0
2026-01-14 13F Clarius Group, LLC 18.015 -8,45 1.359 -5,95
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 3.243 -50,15 250 -48,98
2026-05-06 13F IMA Wealth, Inc. 316.105 -7,69 24.365 -5,65
2026-05-15 13F Lionsbridge Wealth Management LLC 11.051 -48,73 852 -47,57
2026-05-13 13F Choate Investment Advisors 286.869 -0,59 22.120 1,61
2026-04-08 13F Wealth Enhancement Trust Services, Inc. 119.417 -0,98 9.208 1,22
2026-04-29 13F KERR FINANCIAL PLANNING Corp 3 -99,28 1 -100,00
2026-02-12 13F FreeGulliver LLC 0 -100,00 0
2026-05-15 13F Tower Research Capital LLC (TRC) 383 -11,95 30 -9,37
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-04-21 13F Roth Financial Partners LLC 3.012 -5,61 232 -3,33
2026-04-14 13F Value Investment Professionals, LLC 26.937 -37,42 2.077 -36,03
2026-04-22 13F Aspire Private Capital, LLC 10.877 -2,40 839 -0,24
2026-05-15 13F Flow Traders U.s. Llc 810.053 -92,66 62 -92,55
2026-05-12 13F Portside Wealth Group, LLC 29.897 -40,00 2.305 -38,68
2026-04-24 13F Keb Asset Management, Llc 0 -100,00 0
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 20.288 -0,90 1.564 1,30
2026-04-24 13F Root Financial Partners, LLC 153.329 -1,67 11.823 0,51
2026-05-14 13F Synergy Financial Group, LTD 3.332 -20,42 257 -18,73
2026-04-29 13F Bluestem Financial Advisors, Llc 31.668 -1,27 2.442 0,91
2026-05-06 13F World Equity Group, Inc. 4.280 -14,67 330 -12,70
2026-04-07 13F Central Pacific Bank - Trust Division 62.013 -24,67 4.782 -23,01
2026-04-27 13F Certior Financial Group, Llc 21.903 -38,75 1.689 -37,41
2026-04-24 13F CFC Planning Co LLC 0 -100,00 0
2026-04-20 13F TFB Advisors LLC 3.901 -32,01 301 -30,56
2026-05-15 13F Ascent Group, LLC 16.173 -0,44 1.247 1,80
2026-01-28 13F Edge Financial Advisors LLC 20.299 -5,58 1.531 -3,04
2026-05-27 13F Tenret Co LLC 149.344 -0,57 11.516 1,63
2026-02-12 13F von Borstel & Associates, Inc. 0 -100,00 0
2026-05-04 13F Tradewinds, LLC. 5.665 -3,53 470 6,33
2026-04-22 13F Retirement Guys Formula Llc 38.140 -6,63 2.941 -4,58
2026-01-27 13F Godsey & Gibb Associates 0 -100,00 0
2026-05-15 13F Windsor Advisory Group, LLC 3.615 -14,48 279 -12,58
2026-01-30 13F Simplicity Wealth,LLC 0 -100,00 0
2026-02-03 13F Acorn Financial Advisory Services Inc /adv 0 -100,00 0
2026-04-22 13F Carroll Advisory Group, LLC 40.602 -3,80 3.131 -1,70
2026-02-02 13F Heritage Financial Services, LLC 4.536 -9,93 342 -7,32
2026-04-20 13F Sowell Financial Services LLC 5.862 -37,13 452 -35,70
2026-01-14 13F Donaldson Capital Management, Llc 0 -100,00 0
2026-04-22 13F Traveka Wealth, LLC 11.259 -0,85 868 1,40
2026-05-15 13F Magnolia Capital Advisors Llc 59.012 -8,65 4.550 -6,63
2026-04-13 13F Gradient Investments LLC 11.229 -2,78 866 -0,69
2026-04-07 13F Retirement Wealth Solutions LLC 7.277 -5,74 561 -3,61
2026-05-04 13F Summit Wealth Group, LLC 77.956 -0,89 6.011 1,31
2026-05-15 13F RMB Capital Management, LLC 37.603 -2,59 2.900 -0,45
2026-04-30 13F Paladin Advisory Group, LLC 8.176 -1,21 630 0,96
2026-05-13 13F Inlet Private Wealth, LLC 3.700 -1,65 285 0,71
2026-04-27 13F Osborne Partners Capital Management, Llc 4.295 -16,60 331 -14,69
2026-05-12 13F/A Signature Securities Group Corporation 26.561 -11,78 2.048 -9,82
2026-04-08 13F NorthCrest Asset Manangement, LLC 23.357 -37,68 1.810 -37,60
2026-04-17 13F Riverbridge Partners Llc 0 -100,00 0
2026-05-08 13F Joseph Group Capital Management 362.216 -1,73 27.930 0,45
2026-05-05 13F Tortoise Investment Management, LLC 17.548 -1,59 1.353 0,59
2026-04-29 13F Sageworth Trust Co 3.952.399 -5,75 304.769 -3,66
2026-05-05 13F Legacy Advisors, LLC 115.171 -2,11 8.881 0,06
2026-02-11 13F Axiom International Investors Llc /de 0 -100,00 0
2026-01-05 13F Noble Wealth Management PBC 0 -100,00 0
2026-05-05 13F Atria Investments Llc 152.663 -2,97 11.772 -0,83
2026-04-24 13F Fulton Bank, N.a. 13.408 -0,26 1.034 1,87
2026-04-27 13F Keyes, Stange & Wooten Wealth Management, LLC 7.118 -0,97 549 1,11
2026-01-20 13F Austin Private Wealth, LLC 9.946 -1,43 750 1,21
2026-05-09 13F DiMeo Schneider & Associates, L.L.C. 36.239 -9,00 2.794 -6,99
2026-01-16 13F Life Planning Partners, Inc 0 -100,00 0
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 1.167.418 -22,31 90.020 -20,59
2026-05-15 13F Mars Jewett Financial Group, Inc. 0 -100,00 0
2026-05-15 13F Quadrature Capital Ltd 0 -100,00 0
2026-01-26 13F Annex Advisory Services, LLC 0 -100,00 0
2026-04-14 13F Precedent Wealth Partners, Llc 2.773 -0,75 214 1,43
2026-05-07 13F Johnson Financial Group, Inc. 8.581 -10,65 662 -8,70
2026-04-24 13F Old Peak Finance LLC 43.108 -3,21 3.324 -1,04
2026-05-11 13F/A GFS Advisors, LLC 98.131 -9,05 7.567 -7,04
2026-04-22 13F Essential Planning, LLC. 10.146 -9,47 783 -7,46
2026-01-26 13F Liberty Capital Management, Inc. 13.173 -34,40 994 -32,68
2026-04-09 13F Peterson Wealth Advisors, LLC 6.639 -43,26 512 -42,06
2026-04-08 13F Grove Bank & Trust 457 -7,11 35 -5,41
2026-05-05 13F Prosperity Consulting Group, LLC 4.923 -46,61 380 -45,47
2026-05-14 13F Fortis Advisors, LLC 3.823 -7,86 295 -6,07
2026-04-27 13F Mustard Seed Financial, LLC 81.690 -0,32 6.299 1,89
2026-05-01 13F Advisors Capital Management, LLC 7.219 -14,35 557 -12,44
2026-05-14 13F Financial Network Wealth Advisors LLC 5.329 -35,00 411 -33,66
2026-05-05 13F Correct Capital Wealth Management 0 -100,00 0
2026-04-10 13F Revolve Wealth Partners, LLC 59.499 -6,60 4.588 -4,54
2026-02-13 13F Luminist Capital LLC 0 -100,00 0
2026-05-20 13F SOA Wealth Advisors, LLC. 527 -62,00 41 -61,54
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-04-20 13F SILVER OAK SECURITIES, Inc 0 -100,00 0
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 6.180.518 -2,81 477 -0,63
2026-05-12 13F BOK Financial Private Wealth, Inc. 342.338 -1,69 26.398 0,49
2026-04-15 13F Trellis Wealth Advisors LLC 116.280 -1,25 8.966 0,93
2026-02-05 13F Center for Financial Planning, Inc. 133.417 -1,06 10.065 1,61
2026-04-15 13F Atwood & Palmer Inc 315 -2,17 24 0,00
2026-04-24 13F Livet Wealth, LLC 0 -100,00 0
2026-05-14 13F Jacobs Equity LLC 0 -100,00 0
2026-03-12 13F Nalls Sherbakoff Group, Llc 0 -100,00 0
2026-04-28 13F Bravias Capital Group, LLC 0 -100,00 0
2026-04-21 13F Wallace Advisory Group, LLC 9.364 -41,42 722 -40,08
2026-05-13 13F Consultiva Wealth Management, Corp. 29.997 -3,87 2.313 -1,74
2026-04-16 13F Bricktown Capital, LLC 32.175 -21,86 2.481 -20,12
2026-05-01 13F Silver Oak Advisory Group, Inc. 78.176 -4,03 6 0,00
2026-05-14 13F StoneX Group Inc. 14.267 -15,77 1.100 -14,00
2026-05-13 13F Capital Research Global Investors 3.023 -76,21 226 -76,61
2026-04-15 13F Silverlake Wealth Management Llc 2.851 -18,73 220 -17,05
2026-05-15 13F Breakwater Investment Management 229.707 -2,46 17.713 -0,30
2026-05-13 13F Tobias Financial Advisors, Inc. 10.454 -1,38 806 0,88
2026-05-14 13F St. Louis Trust Co 1.200.704 -0,39 92.586 1,82
2026-04-22 13F Avalon Advisory Group 30.123 -0,25 2.323 1,93
2026-04-27 13F CWS Financial Advisors, LLC 192.108 -0,29 14.813 1,92
2026-04-28 13F Brighton Jones Llc 0 -100,00 0
2026-05-13 13F Fund Advisors of America Inc/FL 3.584 -0,55 276 1,85
2026-04-29 13F Solidarilty Wealth, LLC 5.891 -22,18 454 -20,49
2026-05-15 13F Ballast, Inc. 0 -100,00 0
2026-04-20 13F Fonville Wealth Management LLC 19.927 -1,76 1.537 0,39
2026-05-06 13F Assetmark, Inc 62.691 -9,86 4.834 -7,85
2026-04-07 13F Legacy Private Trust Co. 290.999 -2,20 22.439 -0,04
2026-04-28 13F Nbt Bank N A /ny 61.895 -0,13 4.773 2,07
2026-04-23 13F Interchange Capital Partners, LLC 0 -100,00 0
2026-04-20 13F Provenance Wealth Advisors, LLC 1.000.812 -2,65 77.173 -0,49
2026-04-22 13F Wetzel Investment Advisors, Inc. 163.993 -4,24 12.646 -2,13
2026-05-11 13F Kestra Investment Management, LLC 0 -100,00 0
2026-01-27 13F Silphium Asset Management Ltd 0 -100,00 0
2026-05-13 13F Pinnacle Financial Group, LLC / IL 15.785 -3,07 1.217 -0,90
2026-04-14 13F Focus Financial Network, Inc. 468.336 -0,55 36.113 1,65
2026-05-06 13F FSA Advisors, Inc. 0 -100,00 0
2026-04-20 13F Verus Financial Partners, Inc. 1.010.609 -0,62 83.507 2,83
2026-04-20 13F Golden Reserve Retirement LLC 0 -100,00 0
2026-04-20 13F Naples Global Advisors, Llc 7.476 -0,07 576 2,13
2026-05-12 13F Coyle Financial Counsel LLC 88.471 -0,40 6.822 1,81
2026-05-11 13F MCF Advisors LLC 3.994 -55,29 308 -54,38
2026-05-04 13F Providence First Trust Co 11.214 -1,55 865 0,58
2026-05-13 13F Lloyd Advisory Services, LLC. 0 -100,00 0
2026-04-13 13F Conrad Siegel Investment Advisors, Inc. 2.792 -0,32 215 1,90
2026-05-15 13F Empowered Funds, LLC 15.160 -26,23 1.169 -24,65
2026-02-12 13F Jane Street Group, Llc Call 0 -100,00 0 -100,00
2026-05-12 13F Community Bank, N.A. 2.898 -25,41 223 -23,89
2026-04-23 13F Glass Jacobson Investment Advisors llc 12.766 -0,74 984 1,44
2026-02-13 13F Barclays Plc 157.001 -11,46 11.844 -9,07
2026-04-28 13F Stratos Wealth Advisors, LLC 23.538 -84,75 1.815 -84,41
2026-05-14 13F Hazlett, Burt & Watson, Inc. 1.537 -13,51 0
2026-05-19 13F Winnow Wealth Llc 0 -100,00 0
2026-05-12 13F Ramirez Asset Management, Inc. 1.000 -50,00 77 -48,67
2026-02-09 13F Endowment Wealth Management, Inc. 0 -100,00 0
2026-05-15 13F Aberdeen Wealth Management LLC 38.896 -0,62 2.999 1,59
2026-04-22 13F Eqis Capital Management, Inc. 9.536 -17,28 735 -15,42
2026-04-28 13F Bogart Wealth, LLC 722.219 -0,35 55.690 1,86
2026-05-15 13F XTX Topco Ltd 0 -100,00 0
2026-05-04 13F Nwam Llc 101.750 -4,49 7.846 -7,63
2026-05-15 13F DT Investment Partners, LLC 17.422 -2,93 1.343 -0,74
2026-01-28 13F REDW Wealth LLC 0 -100,00 0
2026-04-21 13F Trueblood Wealth Management, LLC 16.143 -3,18 1.245 -1,03
2026-05-13 13F Ankerstar Wealth, LLC 11.326 -17,35 873 -15,49
2026-04-28 13F Lansing Street Advisors 4.938 -3,86 381 -1,81
2026-02-05 13F Schulz Wealth, LTD. 171.252 -0,86 12.919 1,82
2026-05-07 13F Washington Trust Bank 48.588 -0,39 3.747 1,82
2026-04-08 13F Seed Wealth Management, Inc. 20.639 -2,85 1.591 -0,69
2026-05-12 13F Hanlon Investment Management, Inc. 14.244 -4,56 1.098 -2,40
2026-05-12 13F Ames National Corp 78.170 -0,60 6.028 1,60
2026-04-28 13F Goldstein Advisors, LLC 9.111 -0,03 703 2,18
2026-04-08 13F Winter & Associates, Inc. 79.666 -8,27 6.212 -5,19
2026-05-05 13F Theory Financial Llc 69.927 -6,50 5.392 -9,71
2026-04-27 13F Beacon Advisors Holdings, Llc 43.201 -1,17 3.331 1,03
2026-04-22 13F Oak Harvest Investment Services 2.706 -5,52 209 -3,70
2026-04-16 13F BridgePort Financial Solutions, LLC 51.878 -1,57 4.000 0,63
2026-04-15 13F Gradient Capital Advisors, LLC 55.891 -4,34 4.310 -2,22
2026-05-12 13F Baldwin Investment Management, LLC 24.913 -3,22 1.921 -1,08
2026-04-22 13F Pasadena Private Wealth, LLC 10.377 -3,40 800 -1,23
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-12 13F Bbr Partners, Llc 0 -100,00 0
2026-04-17 13F Bell Investment Advisors, Inc 1.138 -55,82 88 -55,15
2026-05-14 13F Modern Wealth Management, LLC 109.103 -3,40 8.511 -0,11
2026-05-05 13F NerdWallet Wealth Partners, LLC 0 -100,00 0
2026-05-12 13F Laurel Wealth Advisors LLC 0 -100,00 0
2026-05-07 13F Capital Performance Advisors Llp 16.573 -6,70 1.278 -4,70
2026-05-14 13F Financial Advisors Network, Inc. 8.112 -70,78 626 -70,15
2026-04-13 13F Successful Portfolios LLC 26.359 -0,34 2.015 -2,09
2026-04-24 13F RKL Wealth Management LLC 11.696 -8,53 902 -6,54
2026-05-14 13F Ade, Llc 118.023 -0,17 9.101 2,04
2026-01-14 13F Exchange Traded Concepts, Llc 0 -100,00 0
2026-05-15 13F Aperture Investors, LLC 290.907 -14,21 22.432 -12,31
2026-04-21 13F Financial Architects, LLC 71.083 -2,98 5.481 -0,81
2026-04-24 13F Axis Wealth Partners, LLC 7.208 -3,48 556 -1,42
2026-05-06 13F Fiscal Wisdom Wealth Management, LLC 0 -100,00 0
2026-05-01 13F Valmark Advisers, Inc. 79.120 -0,12 6.101 2,09
2026-05-15 13F Talon Private Wealth, LLC 0 -100,00 0
2026-05-07 13F Pillar Financial Advisors, LLC 1.731 -0,35 133 1,53
2026-04-17 13F/A Founders Financial Securities Llc 0 -100,00 0
2026-05-16 13F Arete Wealth Advisors, LLC 0 -100,00 0
2026-05-13 13F Caitlin John, LLC 1.938 -0,46 149 2,05
2026-05-06 13F Modera Wealth Management, LLC 64.372 -6,99 4.964 -4,92
2026-05-04 13F Cogent Strategic Wealth Llc 22.924 -2,32 1.768 -5,31
2026-04-22 13F Pinnacle Bancorp, Inc. 5.518 -4,40 425 -2,30
2026-05-05 13F Cherry Tree Wealth Management, LLC 84.214 -2,06 6.494 0,11
2026-04-27 13F Meredith Wealth Planning 11.892 -0,18 917 2,00
2026-04-27 13F Thrive Capital Management, LLC 2.762 -17,92 213 -15,81
2026-05-01 13F Strategic Financial Partners, Ltd. 9.441 -1,73 728 0,41
2026-05-04 13F Inlight Wealth Management, LLC 0 -100,00 0
2026-05-15 13F Morgan Stanley 14.053.165 -14,80 1.083.640 -12,92
2026-05-05 13F Freedom Day Solutions, LLC 103.565 -5,17 7.986 -3,08
2026-04-20 13F Miller Howard Investments Inc /ny 0 -100,00 0
2026-05-15 13F Select Equity Group, L.P. 0 -100,00 0
2026-04-24 13F Optas, LLC 130.236 -0,49 10.043 1,71
2026-05-11 13F Aprio Wealth Management, LLC 0 -100,00 0
2026-05-14 13F JustInvest LLC 14.954 -2,11 1.153 0,09
2026-05-07 13F Hopwood Financial Services, Inc. 5.471 -25,78 422 -24,28
2026-05-01 13F Evolution Advisers, Inc. 8.524 -3,95 1
2026-04-22 13F Monument Group Wealth Advisors, LLC 5.199 -2,13 401 0,00
2026-05-15 13F Wick Capital Partners, LLC 0 -100,00 0
2026-04-21 13F Pinnacle Wealth Management Advisory Group, LLC 58.801 -2,83 4.534 -0,68
2026-04-21 13F Unique Wealth, Llc 5.809 -50,46 448 -49,43
2026-04-23 13F Forum Financial Management, LP 19.112 -11,08 1.474 -9,13
2026-05-08 13F Atlantic Private Wealth, LLC 98.622 -0,57 7.605 1,63
2026-04-21 13F RCS Financial Planning, LLC 3.347 -0,09 258 2,38
2026-04-29 13F Nicholas Hoffman & Company, LLC. 128.503 -1,36 9.909 0,81
2026-05-05 13F Almanack Investment Partners, LLC. 19.342 -10,05 1.491 -8,08
2026-04-28 13F Integrated Advisors Network LLC 12.959 -24,54 999 -22,86
2026-05-15 13F NorthRock Partners, LLC 21.472 -21,75 1.656 -20,05
2026-05-16 13F Opal Capital Llc 0 -100,00 0
2026-05-04 13F Mosaic Advisors LLC 0 -100,00 0
2026-04-20 13F KFA Private Wealth Group, LLC 26.819 -2,83 2.068 -0,67
2026-04-13 13F True Wealth Design, LLC 0 -100,00 0
2026-05-14 13F Advisory Alpha, LLC 7.915 -20,33 610 -18,56
2026-04-14 13F XY Planning Network, Inc. 135.545 -2,45 10.574 0,87
2026-05-14 13F HighPoint Advisor Group LLC 17.448 -3,13 1.345 -0,96
2026-05-15 13F Qube Research & Technologies Ltd 0 -100,00 0
2026-01-12 13F Thrive Wealth Management, LLC 0 -100,00 0
2026-04-30 13F Csenge Advisory Group 6.825 -58,37 526 -57,44
2026-01-14 13F Elevatus Welath Management 0 -100,00 0
2026-05-08 13F Red Wave Investments LLC 68.536 -8,62 5.285 -6,61
2026-04-15 13F Belleair Asset Management, LLC 0 -100,00 0
2026-01-14 13F Accurate Wealth Management, LLC 0 -100,00 0
2026-04-27 13F Exencial Wealth Advisors, Llc 139.809 -7,40 10.781 -5,35
2026-05-29 13F/A Ramiah Investment Group 0 -100,00 0 -100,00
2026-04-28 13F Argonautica Private Wealth Management, Inc 4.552 -4,41 351 -2,23
2026-04-27 13F Iron Financial, LLC 21.271 -0,06 1.640 2,18
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-04-08 13F Spinnaker Investment Group, LLC 0 -100,00 0
2026-05-11 13F Manchester Capital Management LLC 1.485 -0,40 114 1,79
2026-05-14 13F Financial Sense Advisors, Inc. 2.677 -0,07 206 1,98
2026-04-13 13F GoalVest Advisory LLC 2.885 -19,91 222 -18,08
2026-04-15 13F Merit Financial Group, LLC 101.259 -3,40 7.808 -1,26
2026-05-13 13F Brinker Capital Investments, LLC 24.855 -15,97 1.917 -14,12
2026-04-24 13F BetterWealth, LLC 4.065 -3,56 313 -1,26
2026-04-20 13F Emprise Bank 3.090 -2,46 238 0,00
2026-04-28 13F Hardy Reed LLC 383.406 -0,59 29.564 1,61
2026-05-14 13F Prudential Plc 423.000 -13,85 32.618 -11,94
2026-05-12 13F/A Panoramic Investment Advisors, Llc 15.429 -0,12 1.190 2,06
2026-05-07 13F Facet Wealth, Inc. 47.908 -10,27 3.694 -14,29
2026-05-13 13F Capital World Investors 5.212 -77,00 389 -77,39
2026-04-23 13F Walleye Partners, LLC 4.101 -4,92 316 -2,77
2026-01-20 13F American National Bank 0 -100,00 0
2026-03-16 13F Osbon Capital Management Llc 0 -100,00 0
2026-05-01 13F Elwood & Goetz Wealth Advisory Group, LLC 131.927 -1,86 10.173 0,31
2026-05-08 13F Bokf, Na 75.815 -7,13 5.846 -5,07
2026-04-17 13F BCS Wealth Management 21.853 -50,19 1.685 -49,08
2026-04-21 13F Oak Wealth Advisors LLC 8.745 -2,67 674 -0,44
2026-05-05 13F EnRich Financial Partners LLC 4.436 -0,60 342 1,79
2026-05-08 13F Gen-Wealth Partners Inc 156.499 -0,04 156 -3,11
2026-05-07 13F Regimen Wealth, Llc 4.454 -27,81 343 -26,24
2026-02-11 13F Parallel Advisors, LLC 113.358 -0,36 8.552 2,32
2026-04-28 13F Peak Financial Management, Inc. 593.252 -0,34 45.746 1,87
2026-04-24 13F Secured Retirement Advisors, Llc 9.211 -11,44 710 -9,44
2026-05-04 13F Nadler Financial Group, Inc. 0 -100,00 0
2026-05-29 13F Asset Dedication, LLC 1.318 -21,13 102 -19,84
2026-05-01 13F Connecticut Wealth Management, LLC 430.220 -4,48 33.174 -2,36
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-04-13 13F Bank of New Hampshire 379 -20,88 29 -19,44
2026-05-07 13F FourThought Financial Partners, LLC 4.268 -13,32 329 -11,32
2026-05-15 13F Harding Loevner Lp 0 -100,00 0
2026-05-06 13F Arcus Capital Partners, LLC 0 -100,00 0
2026-04-07 13F Farther Finance Advisors, LLC 214.178 -17,62 16.708 -14,81
2026-04-17 13F New Covenant Trust Company, N.A. 127.568 -2,11 9.837 -1,38
2026-05-06 13F Avalon Trust Co 32.000 -3,03 2.468 -0,88
2026-04-13 13F Woodside Wealth Management LLC 32.813 -14,57 2.530 -12,67
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 8.826 -5,96 681 -3,95
2026-05-08 13F Opus Financial Solutions LLC 4.061 -31,26 313 -29,66
2026-05-05 13F Good Harbor Advisors, Inc. 44.390 -1,19 3.423 1,00
2026-04-20 13F Apella Capital, LLC 199.519 -1,71 16.710 9,12
2026-05-15 13F Northeast Financial Group, Inc. 2.635 -19,79 203 -17,81
2026-01-29 13F Farmers & Merchants Trust Co of Long Beach 0 -100,00 0
2026-05-13 13F 49 Wealth Management, Llc 8.584 -0,14 662 2,01
2026-04-21 13F Falcon Wealth Planning 10.216 -0,24 788 1,94
2026-05-04 13F Archer Investment Corp 6.114 -31,65 471 -30,12
2026-02-11 13F Strategic Wealth Designers 0 -100,00 0
2026-05-14 13F Level Four Advisory Services, Llc 22.097 -8,49 1.704 -6,48
2026-05-11 13F TD Capital Management LLC 66.562 -0,58 5.133 1,62
2026-04-28 13F Quent Capital, LLC 10.677 -0,22 823 1,98
2026-04-23 13F SJS Investment Consulting Inc. 11.500 -4,17 887 -2,10
2026-05-04 13F LJI Wealth Management, LLC 3.014 -44,30 232 -43,14
2026-04-20 13F Penobscot Wealth Management 3.840 -18,51 296 -16,62
2026-05-06 13F Brio Consultants, LLC 103.798 -5,04 8.658 5,00
2026-05-05 13F Sky-mountain Capital Management, Inc. 14.683 -2,03 1.132 -5,35
2026-04-23 13F J.w. Cole Advisors, Inc. 0 -100,00 0
2026-05-01 13F Global Assets Advisory, LLC 0 -100,00 0
2026-04-16 13F True Vision MN LLC 17.262 -8,17 1.331 -6,14
2026-04-20 13F McKinley Carter Wealth Services, Inc. 529.601 -61,57 40.838 -60,72
2026-05-08 13F Everett Harris & Co /ca/ 4.152 -5,89 320 -3,61
2026-04-29 13F Efficient Advisors, LLC 511.013 -20,02 39.404 -18,25
2026-05-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 5.420 -5,20 418 -3,25
2026-04-29 13F Walker Financial Services, Inc. 49.119 -29,15 3.788 -27,59
2026-05-14 13F Sunesis Advisors, LLC 141.415 -0,64 10.905 1,56
2026-05-14 13F Sterling Wealth Management, Inc. 66.566 -0,66 5.133 1,54
2026-04-22 13F Applied Capital LLC 148.516 -1,05 11.452 1,15
2026-05-15 13F Continental Investors Services, Inc. 11.410 -51,97 972 -48,63
2026-01-23 13F Newton One Investments LLC 0 -100,00 0
2026-05-04 13F Parr Mcknight Wealth Management Group, Llc 4.443 -1,49 343 0,59
2026-05-15 13F Old Mission Capital Llc 27.605 -82,34 2.129 -81,96
2026-05-08 13F Dodds Wealth, LLC 171.066 -0,98 13.191 1,20
2026-04-24 13F Family Investment Center, Inc. 32.553 -0,45 2.510 1,78
2026-04-23 13F Mattern Wealth Management LLC 3.498 -3,10 270 -1,10
2026-04-16 13F EdgeRock Capital LLC 8.373 -23,44 646 -21,82
2026-05-12 13F Wayfinding Financial, LLC 69.587 -0,72 5 0,00
2026-05-14 13F Lbmc Investment Advisors, Llc 0 -100,00 0
2026-04-23 13F Cornerstone Wealth Management, LLC 225.266 -1,71 17.370 0,47
2026-02-17 13F Capital Insight Partners, Llc 37.325 -6,50 2.816 -3,99
2026-05-12 13F WorthPointe, LLC 4.665 -9,94 360 -7,95
2026-05-04 13F Bridges Investment Management Inc 7.622 -43,36 588 -42,17
2026-05-13 13F Quantum Capital Management, LLC / NJ 706 -2,62 54 0,00
2026-05-18 13F Chesapeake Wealth Management 7.240 -3,14 558 -0,89
2026-04-23 13F Lakewood Asset Management LLC 6.546 -0,91 505 1,20
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 2.026.689 -36,49 155.218 -37,34
2026-05-01 13F Rakuten Securities, Inc. 3.995 -0,60 308 1,65
2026-01-23 13F Lunt Capital Management, Inc. 0 -100,00 0
2026-05-13 13F Ameritas Investment Partners, Inc. 18.557 -8,26 1.431 -6,23
2026-04-15 13F Fjell Capital, LLC 0 -100,00 0
2026-04-20 13F Hixon Zuercher, LLC 0 -100,00 0
2026-04-20 13F Investment Research & Advisory Group, Inc. 14.705 -1,09 1.134 1,07
2026-04-23 13F Premier Path Wealth Partners, LLC 0 -100,00 0 -100,00
2026-05-04 13F Headland Capital, LLC 49.885 -2,44 3.847 -0,29
2026-05-08 13F Integrated Wealthcare, Llc 69.079 -0,22 5.327 1,99
2026-02-17 13F SageView Advisory Group, LLC 78.362 -10,24 5.912 -7,83
2026-04-21 13F Axiom Financial Strategies, LLC 0 -100,00 0
2026-05-05 13F Blackhawk Capital Partners LLC. 0 -100,00 0
2026-05-15 13F MidFirst Bank 4.586 -20,40 354 -18,66
2026-04-28 13F Schaper Benz & Wise Investment Counsel Inc/wi 3.197 -30,58 247 -29,11
2026-05-07 13F Carson Advisory Inc. 10.502 -0,95 810 1,25
2026-05-12 13F SVRN Asset Management, LLC 136.471 -26,55 10.523 -24,93
2026-04-16 13F First Community Trust Na 17.884 -5,03 1.379 -2,89
2026-05-11 13F Elevate Wealth Advisory, Inc 0 -100,00 0
2026-05-11 13F Umb Bank N A/mo 30.996 -0,59 2.390 1,62
2026-04-13 13F Foster Group, Inc. 4.958 -0,38 382 1,87
2026-05-07 13F Bahl & Gaynor Inc 3.671 -32,24 283 -30,64
2026-04-08 13F Fermata Advisors, LLC 4.091 -53,01 315 -51,98
2026-05-08 13F United Financial Planning Group LLC 20.402 -24,76 1.573 -23,08
2026-05-12 13F Alliance Wealth Advisors, LLC /UT 23.165 -54,20 1.786 -53,18
2026-05-07 13F Tidemark, LLC 752 -19,40 58 -18,57
2026-04-17 13F Guyasuta Investment Advisors Inc 4.646 -2,11 358 0,00
2026-05-27 13F Security Financial Services, INC. 3.559 -15,04 274 -13,29
2026-04-21 13F Towneley Capital Management, Inc / DE 820.572 -0,73 63.274 1,47
2026-05-15 13F Estate Counselors, LLC 521.214 -1,10 40.191 1,09
2026-05-05 13F Paradigm Capital Management, LLC/NV 2.650 -3,64 0
2026-04-29 13F Sageworth Trust Co of South Dakota 167.895 -2,51 12.946 -0,35
2026-04-08 13F Evanson Asset Management, LLC 81.309 -1,29 6.270 0,90
2026-05-14 13F RMG Wealth Management LLC 0 -100,00 0
2026-04-30 13F Commons Capital, Llc 0 -100,00 0
2026-05-13 13F Archetype Wealth Partners 12.641 -5,68 1 -100,00
2026-05-01 13F Financial Connections Group, Inc. 15.993 -15,69 1 0,00
2026-04-10 13F High Probability Advisors, LLC 0 -100,00 0
2026-05-01 13F McCarthy Grittinger Financial Group, LLC 2.456 -22,20 189 -20,59
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-02-17 13F Tolleson Wealth Management, Inc. 13.831 -11,19 1.043 -8,83
2026-05-05 13F Duncan Williams Asset Management, LLC 15.513 -20,69 1.196 -23,77
2026-04-27 13F Gordian Advisors LLC 104.837 -0,35 8.084 1,85
2026-05-14 13F Cambria Investment Management, L.P. 14.415 -9,03 1.112 -7,03
2026-02-10 13F REAP Financial Group, LLC 0 -100,00 0
2026-04-22 13F SC&H Financial Advisors, Inc. 14.687 -5,64 1.133 -3,58
2026-05-22 13F Wellington Grp LLC 1.836 -61,58 142 -60,83
2026-04-24 13F Flagship Private Wealth, LLC 4.126 -1,03 318 1,27
2026-05-11 13F Camden Capital, LLC 12.382 -2,82 955 -0,73
2026-05-11 13F Commonwealth Retirement Investments LLC 0 -100,00 0
2026-05-12 13F Thoroughbred Financial Services, Llc 16.104 -0,22 1 0,00
2026-05-12 13F Virtue Asset Management Llc 7.002 -12,95 540 -11,06
2026-05-12 13F Baker Avenue Asset Management, LP 7.704 -2,79 594 -0,50
2026-05-15 13F Destination Wealth Management 9.542 -4,29 736 -2,26
2026-04-21 13F Laurel Oak Wealth Management, Llc 69.250 -0,44 5.340 1,75
2026-04-20 13F Oak Family Advisors, Llc 10.502 -38,66 810 -37,34
2026-05-06 13F Simon Quick Advisors, Llc 0 -100,00 0
2026-04-14 13F FC Advisory LLC 11.433 -8,97 882 -6,97
2026-05-05 13F Donalies Financial Planning, LLC 17.391 -1,65 1.341 0,60
2026-05-11 13F Waddell & Associates, Llc 43.618 -0,11 3.363 2,09
2026-04-28 13F Walkner Condon Financial Advisors LLC 7.040 -13,90 543 -12,01
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-05-15 13F Two Sigma Securities, Llc 0 -100,00 0
2026-05-07 13F Virtue Capital Management, LLC 8.054 -4,89 601 -7,25
2026-04-08 13F West Financial Advisors, LLC 27.171 -7,22 2.095 -5,16
2026-01-20 13F Maryland Capital Advisors Inc. 521 -1,88 39 0,00
2026-05-11 13F Madden Advisory Services, Inc. 74.180 -0,98 5.720 1,22
2026-04-20 13F Morton Brown Family Wealth, LLC 12.385 -1,16 955 0,95
2026-05-12 13F Wescott Financial Advisory Group, LLC 72.624 -1,19 5.600 1,01
2026-05-15 13F/A Bradley Foster & Sargent Inc/ct 5.277 -1,25 407 0,74
2026-05-07 13F Summit Global Investments 0 -100,00 0
2026-05-11 13F Linscomb & Williams, Inc. 62.747 -10,48 4.838 -8,51
2026-05-15 13F GWM Advisors LLC 165.060 -21,39 4.860 -69,32
2026-04-23 13F Willis Johnson & Associates, Inc. 4.730 -47,56 365 -46,47
2026-04-08 13F Cambridge Financial Group, LLC 13.012 -13,90 1.003 -3,19
2026-05-06 13F Sentinus, LLC 45.752 -5,33 3.528 -3,24
2026-04-23 13F Caliber Wealth Management, LLC / KS 53.847 -0,55 4.152 1,67
2026-04-29 13F Cairn Investment Group, Inc. 307.719 -0,70 24 0,00
2026-05-12 13F Hrc Wealth Management, Llc 14.047 -2,71 1.083 -0,55
2026-05-15 13F Investment Counsel Co Of Nevada 0 -100,00 0
2026-04-14 13F Nbc Securities, Inc. 33.900 -0,26 2.614 1,95
2026-04-28 13F Busey Wealth Management 7.542 -10,47 582 -8,50
2026-05-08 13F/A Davidson Investment Advisors 4.152 -20,34 320 -18,58
2026-04-15 13F Norden Group Llc 8.237 -55,50 635 -54,51
2026-05-13 13F Alpha Financial Partners, LLC 3.676 -1,08 283 1,07
2026-05-14 13F Financial Engines Advisors L.L.C. 26.523 -16,56 2.045 -14,72
2026-01-15 13F PFG Private Wealth Management, LLC 0 -100,00 0
2026-04-22 13F My Personal CFO, LLC 3.063 -8,21 236 -5,98
2026-05-12 13F Investor's Fiduciary Advisor Network, LLC 5.230 -31,86 0
2026-05-12 13F Thornburg Investment Management Inc 0 -100,00 0
2026-04-14 13F Family Wealth Partners, Llc 25.879 -1,59 1.996 0,61
2026-01-20 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0
2026-05-15 13F 3EDGE Asset Management, LP 774.479 -38,39 59.720 -37,02
2026-05-07 13F First Command Advisory Services, Inc. 14.276 -18,54 1.101 -16,79
2026-04-28 13F Flagship Harbor Advisors, Llc 74.027 -0,45 5.708 1,77
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 50.351 -12,18 3.883 -11,11
2026-04-22 13F TruNorth Capital Management, LLC 0 -100,00 0
2026-05-27 13F Capasso Planning Partners LLC 0 -100,00 0
2026-05-13 13F Capital International Investors 3.220 -75,96 240 -76,33
2026-05-14 13F Ssi Investment Management Llc 110.525 -39,25 8.523 -37,90
2026-04-24 13F Patten Group, Inc. 0 -100,00 0
2026-04-22 13F Gold Investment Management Ltd. 42.151 -0,42 3.250 1,79
2026-04-24 13F Bayban 12.181 -14,10 939 -12,16
2026-05-15 13F Coppell Advisory Solutions LLC 0 -100,00 0
2026-04-30 13F Arista Wealth Management, LLC 69.536 -1,80 5.362 0,37
2026-05-11 13F Fiduciary Group LLC 60.601 -1,07 4.673 1,10
2026-05-06 13F WoodTrust Financial Corp 65.381 -15,59 5 0,00
2026-05-06 13F Atlantic Trust, LLC 6.129 -76,03 473 -75,52
2026-04-15 13F Valley National Advisers Inc 1.498 -1,45 0
2026-05-13 13F DRW Securities, LLC 0 -100,00 0
2026-05-11 13F Estate Planners Group, LLC 0 -100,00 0
2026-02-13 13F RFP Financial Group LLC 0 -100,00 0
2026-04-10 13F Wealth Group Ltd 12.307 -1,15 948 0,85
2026-05-14 13F Endeavor Private Wealth, Inc. 15.847 -6,71 1.222 -4,61
2026-04-24 13F SOL Capital Management CO 12.067 -87,95 769 10.871,43
2026-04-14 13F SNS Financial Group, LLC 3.215 -1,50 248 0,41
2026-04-28 13F Cypress Capital, LLC 51.024 -1,70 3.934 0,46
2026-05-12 13F Tiaa Trust, National Association 0 -100,00 0
2026-05-13 13F First Citizens Bank & Trust Co 0 -100,00 0
2026-04-15 13F Alhambra Investment Partners LLC 41.356 -3,05 3.189 -0,90
2026-05-13 13F Capital Group Private Client Services, Inc. 11.523 -22,74 889 -21,07
2026-04-29 13F Sunrise Financial Services, LLC 0 -100,00 0
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-04-17 13F Aspen Capital Management, LLC 3.538 -0,20 273 1,87
2026-05-07 13F Rothschild Investment Llc 15.470 -0,66 1.193 1,53
2026-05-13 13F Tandem Investment Partners LLC 75.148 -4,20 5.795 -2,08
2026-05-14 13F Main Management LLC 82.166 -55,29 6 -53,85
2026-04-13 13F Massmutual Trust Co Fsb/adv 358 -51,56 28 -50,91
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 10.241 -0,73 790 1,41
2026-04-13 13F Wiser Wealth Management, Inc 18.042 -8,74 1.391 -6,71
2026-01-27 13F Meritage Portfolio Management 8.735 -7,49 659 -5,05
2026-04-16 13F Genesis Private Wealth, Llc 71.879 -1,52 5.543 0,65
2026-04-21 13F Pinnacle Associates Ltd 69.005 -2,41 5.321 -0,26
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 30.219 -2,40 2.304 -1,41
2026-04-27 13F Nvwm, Llc 30.415 -5,04 2.345 -2,94
2026-04-07 13F Abacus Planning Group, Inc. 446.325 -2,54 34.416 -0,38
2026-05-05 13F Beacon Bridge Wealth Partners, LLC 9.779 -12,52 754 -10,56
2026-04-16 13F Prairiewood Capital, LLC 5.147 -19,73 397 -18,01
2026-04-21 13F J.M. Arbour, LLC 10.914 -0,99 842 1,20
2026-04-23 13F Fairman Group, LLC 3.008 -0,92 232 0,87
2026-05-08 13F Smithfield Trust Co 18.958 -3,60 1 0,00
2026-05-13 13F SRS Capital Advisors, Inc. 257.452 -37,55 19.852 -36,21
2026-04-10 13F Prosperity Planning, Inc. 7.746 -0,65 597 1,53
2026-05-06 13F Diversified Portfolios, Inc. 13.066 -9,32 1.008 -7,36
2026-05-01 13F Natural Investments, Llc 2.825 -17,66 0
2026-04-29 13F Navalign, LLC 0 -100,00 0
2026-05-04 13F Rodgers & Associates, LTD 4.497 -12,63 347 -10,82
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-04-20 13F Heritage Wealth Management, Inc. 0 -100,00 0
2026-04-13 13F Catalyst Private Wealth, Llc 80.348 -1,04 6.196 1,14
2026-02-04 13F Clark Wealth Partners 0 -100,00 0 -100,00
2026-05-07 13F Human Investing LLC 30.745 -0,95 2.371 1,24
2026-04-23 13F Laurel Wealth Planning LLC 9.280 -1,74 716 0,42
2026-05-13 13F Crews Bank & Trust 5.096 -4,68 393 -2,73
2026-02-04 13F Rock Point Advisors, LLC 0 -100,00 0
2026-05-06 13F DecisionPoint Financial, LLC 19.053 -0,06 1.469 2,16
2026-05-13 13F J Hagan Capital, Inc. 3.901 -12,73 301 -10,98
2026-05-14 13F Klingman & Associates, LLC 9.728 -2,12 750 0,13
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 88.555 -1,04 6.828 1,16
2026-05-11 13F Valpey Financial Services, LLC 74.574 -6,90 5.750 -4,83
2026-05-08 13F Maia Wealth LLC 6.815 -14,74 525 -19,97
2026-05-12 13F M&t Bank Corp 58.505 -53,57 4.511 -52,54
2026-05-04 13F NWF Advisory Services Inc. 6.589 -1,32 508 0,99
2026-02-12 13F Cloud Capital Management, LLC 0 -100,00 0
2026-04-23 13F WMG Financial Advisors, LLC 16.208 -12,91 1.250 -10,98
2026-05-15 13F Inkwell Capital Llc 29.230 -0,48 2.254 1,72
2026-04-10 13F Melfa Wealth Management, Llc 12.435 -0,20 959 1,91
2026-05-08 13F Glenview Trust Co 3.733 -20,29 288 -18,70
2026-05-13 13F Buckingham Strategic Partners 246.492 -9,11 19.007 -7,10
2026-02-17 13F Running Point Capital Advisors, LLC 4.780 -44,70 361 -43,22
2026-04-09 13F Kwmg, Llc 4.656 -6,49 359 -4,27
2026-05-14 13F Regal Investment Advisors LLC 47.403 -3,10 3.655 -0,95
2026-05-11 13F OpenArc Corporate Advisory, LLC 6.092 -2,34 470 -0,21
2026-04-20 13F Brandywine Oak Private Wealth Llc 36.103 -5,60 2.784 -3,54
2026-05-08 13F Align Financial, LLC 2.918 -98,31 225 30,81
2026-04-10 13F Matrix Trust Co 6.135 -56,18 0 -100,00
2026-04-28 13F Stephens Inc /ar/ 9.274 -28,36 715 -26,74
2026-02-06 13F Tanglewood Legacy Advisors, LLC 0 -100,00 0
2026-05-11 13F SCS Capital Management LLC 21.257 -5,65 1.639 -3,53
2026-05-15 13F CI Private Wealth, LLC 2.145.556 -3,89 165.410 -1,78
2026-05-12 13F Financial Network Wealth Management LLC 31.110 -4,70 2 0,00
2026-05-13 13F Acumen Wealth Advisors, LLC 681 -52,77 53 -51,85
2026-04-24 13F Cabot Wealth Management Inc 0 -100,00 0
2026-04-20 13F Christensen, King & Associates Investment Services, Inc. 3.256 -1,48 251 0,80
2026-05-11 13F Penserra Capital Management LLC 0 -100,00 0
2026-05-07 13F Cornerstone Advisors Asset Management, Inc 29.908 -5,66 2.306 -3,55
2026-06-03 13F CoreFirst Bank & Trust 2.255 -7,20 174 -5,46
2026-04-21 13F Verity Asset Management, Inc. 17.955 -63,61 1.385 -62,81
2026-05-01 13F Richardson Financial Services Inc. 5.925 -10,59 457 21,60
2026-04-16 13F JDH Wealth Management, LLC 7.755 -1,59 598 0,51
2026-05-12 13F Jane Street Group, Llc 118.959 -96,81 9.173 -96,74
2026-05-05 13F Putnam Fl Investment Management Co 13.444 -49,61 1.037 -48,51
2026-05-01 13F New Republic Capital, LLC 39.538 -3,84 3.049 -1,71
2026-05-14 13F Mill Creek Capital Advisors, LLC 529.718 -0,00 40.847 2,21
2025-12-09 13F/A Tudor Investment Corp Et Al 0 -100,00 0
2026-05-13 13F NFP Retirement, Inc. 44.613 -1,04 3.440 1,15
2026-05-12 13F Greenwich Wealth Management LLC 75.180 -0,74 6 0,00
2026-05-04 13F Mml Investors Services, Llc 685.730 -14,77 52.877 -12,88
2026-04-29 13F Sagace Wealth Management LLC 63.725 -0,60 4.914 1,59
2026-05-15 13F Strategies Wealth Advisors, LLC 18.151 -3,36 1.400 -1,20
2026-05-15 13F Cresset Asset Management, LLC 324.300 -19,86 25.007 -18,09
2026-05-14 13F Twin Tree Management, LP Call 0 -100,00 0
2026-05-07 13F VisionPoint Advisory Group, LLC 0 -100,00 0
2026-04-21 13F Urban Wealth Management, LLC 4.217 -68,44 325 -67,73
2026-05-14 13F Rubicon Advisors, GP 0 -100,00 0
2026-04-08 13F Archer Investment Management, LLC 2.643 -52,16 204 -51,20
2026-05-01 13F BKD Wealth Advisors, LLC 5.038 -17,45 388 -15,65
2026-04-10 13F Charles Schwab Trust Co 5.324 -11,38 411 -9,49
2026-05-04 13F Lincoln National Corp 1.449.059 -2,10 111.737 0,07
2026-05-12 13F Benjamin Edwards Inc 13.861 -1,25 1.069 0,94
2026-05-04 13F Bleakley Financial Group, LLC 19.760 -0,86 1.524 1,33
2026-04-14 13F Northwest Wealth Management, Llc 4.819 -0,95 372 1,09
2026-05-13 13F Franklin Resources Inc 42.654 -2,11 3.289 0,06
2026-05-05 13F Leo Wealth, LLC 37.725 -17,56 2.909 -15,73
2026-05-12 13F Klingenstein Fields & Co Lp 0 -100,00 0
2026-05-18 13F Centaurus Financial, Inc. 3.049 -13,55 0
2026-05-14 13F Dorsey & Whitney Trust CO LLC 83.677 -2,32 6.452 -0,15
2026-01-29 13F Comerica Bank 621.820 -3,52 46.910 -0,92
2026-04-16 13F Standpoint Asset Management, LLC 477.600 -3,42 36.828 -1,28
2026-05-13 13F GeoWealth Management, LLC 580.473 -0,66 44.760 1,54
2026-04-14 13F American State Bank (Iowa) 0 -100,00 0
2026-05-12 13F Alerus Financial Na 2.586 -34,68 199 -33,22
2026-05-15 13F Goldman Sachs Group Inc 489.616 -40,34 37.754 -39,02
2026-05-07 13F Ofc Financial Planning, Llc 32.233 -1,03 2.486 1,18
2026-04-06 13F CX Institutional 1.949 -1,57 0
2026-04-10 13F Baker Tilly Financial, Llc 6.433 -5,45 496 -3,31
2026-04-22 13F Capital Investment Management, Inc. 327.346 -7,39 25.242 -5,34
2026-04-22 13F Larry Mathis Financial Planning, LLC 0 -100,00 0
2026-05-08 13F Troutman Wealth Management, LLC 26.832 -0,92 2.069 1,22
2026-04-29 13F Tilson Financial Group, Inc. 15.583 -0,35 1.202 1,87
2026-04-27 13F Sound Income Strategies, LLC 4.000 -75,08 312 -75,28
2026-05-14 13F Simplex Trading, Llc 0 -100,00 0
2026-05-18 13F Edgestream Partners, L.P. 0 -100,00 0
2026-04-16 13F Phillips Financial Management, Llc 486.052 -13,86 37.479 -11,96
2026-04-28 13F Family CFO Inc 271.855 -0,70 20.963 1,49
2026-05-14 13F Hilltop Holdings Inc. 6.769 -76,65 522 -76,17
2026-05-15 13F Vestmark Advisory Solutions, Inc. 1.743.723 -3,08 134.459 -0,93
2026-04-24 13F Keybank National Association/oh 33.130 -62,29 2.555 -61,46
2026-05-11 13F Fairscale Capital, LLC 1.749 -22,61 135 -21,18
2026-05-05 13F Kickstand Ventures, Llc. 2.671 -3,75 206 -1,91
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