Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF inkluderar Crestmont Private Wealth LLC, Cerity Partners LLC, Private Client Services, Llc, Syon Capital Llc, Beaumont Financial Advisors, LLC, AssuredPartners Investment Advisors, LLC, Diversify Wealth Management, Llc, OFS Enterprise LLC, Aprio Wealth Management, LLC, Foundations Investment Advisors, LLC, Walser Wealth Management Company, A Ltd Liability Co, Warren Averett Asset Management, LLC, Summit Trail Advisors, Llc, GPS Wealth Strategies Group, LLC, Seeds Investor Llc, Trust Point Inc., OneAscent Financial Services LLC, Helen Stephens Group, LLC, Calamos Advisors LLC, och Rsm Us Wealth Management Llc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | Sowell Financial Services LLC | 211 829 | 3,24 | 5 135 | 3,28 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 4 527 | 6,27 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 384 335 | 3,30 | 9 316 | 3,34 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 252 | 0,00 | ||||||
| 2026-04-22 | 13F | Atwater Malick LLC | 35 040 | 4,05 | 849 | 4,17 | ||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 32 887 | 6,53 | 797 | 6,69 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 40 536 | 0,61 | 983 | 0,61 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 30 184 | 40,93 | 732 | 40,85 | ||||
| 2026-05-13 | 13F | Godshalk Welsh Capital Management, Inc. | 90 025 | 6,70 | 2 182 | 6,75 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 96 114 | 1,62 | 2 330 | 1,66 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 8 557 | 2,63 | 207 | 2,48 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 354 257 | 12,32 | 8 587 | 12,38 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 24 947 | 605 | ||||||
| 2026-05-12 | 13F | Creative Planning | 209 513 | 2,02 | 5 079 | 2,07 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 10 160 | 246 | ||||||
| 2026-04-15 | 13F | Trust Point Inc. | 9 532 | 231 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3 707 | 90 | ||||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 33 598 | 40,61 | 814 | 40,83 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 19 023 | 461 | 0,00 | |||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 28 118 | 11,16 | 682 | 11,27 | ||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 41 092 | 76,64 | 996 | 76,91 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 37 608 | 912 | ||||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 64 597 | 0,17 | 1 566 | 0,19 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 52 794 | 3,10 | 1 280 | 3,15 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 171 198 | 4 150 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 296 826 | 25,41 | 7 195 | 25,48 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 12 113 | 0,03 | 294 | 0,00 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 39 742 | 19,25 | 963 | 19,33 | ||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 103 348 | 2,05 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 168 578 | 4,14 | 4 086 | 4,18 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 29 538 | 716 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 28 271 | 1 | ||||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 98 441 | 9,19 | 2 386 | 9,25 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 154 692 | 47,98 | 3 748 | 48,03 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 31 429 | 24,42 | 762 | 24,35 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 385 152 | 170,13 | 9 336 | 170,30 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 1 032 655 | 21,27 | 25 032 | 21,32 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 228 110 | 7,01 | 5 529 | 7,05 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-05 | 13F | Dudley Capital Management, Llc | 53 999 | 14,18 | 1 309 | 14,24 | ||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 148 662 | 1,48 | 3 604 | 1,52 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 31 575 | 4,79 | 765 | 4,79 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 46 514 | 0,41 | 1 128 | 0,45 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 2 815 | 68 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 9 449 | 229 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 243 254 | 5 896 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 423 284 | 13,73 | 10 | 11,11 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 940 | −29,11 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 676 932 | 15,43 | 16 409 | 117 100,00 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 12 800 | 310 | ||||||
| 2026-05-14 | 13F | Cowa, Llc | 24 606 | 28,20 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 19 977 | 484 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 297 340 | 7 208 | ||||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 48 257 | 1 166 | ||||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 55 728 | 15,31 | 1 351 | 15,38 | ||||
| 2026-04-23 | 13F | Littlejohn Financial Services, Inc. | 36 204 | 0,50 | 878 | 0,57 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 176 985 | 23,95 | 4 290 | 24,02 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 23 994 | 582 | ||||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 55 807 | 66,39 | 1 353 | 66,50 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 14 661 | 0,01 | 355 | 0,00 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 31 769 | 11,42 | 770 | 11,59 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 309 783 | 17,46 | 7 509 | 17,51 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 137 313 | 17,05 | 3 328 | 17,10 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 8 022 | 50,08 | 194 | 50,39 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 557 348 | 7,86 | 13 505 | 7,55 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 330 152 | 4,28 | 8 003 | 4,33 | ||||
| 2026-05-13 | 13F | Syon Capital Llc | 61 194 | 1 483 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 372 480 | 22,95 | 9 028 | 23,00 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 1 544 | 1,38 | 37 | 0,00 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 574 526 | 6,41 | 13 927 | 6,45 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 101 802 | 3,63 | 2 468 | 3,66 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 230 542 | 0,63 | 5 588 | 0,67 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 15 200 | 3,40 | 368 | 3,37 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 63 | 1,61 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 8 923 | 216 | ||||||
| 2026-04-13 | 13F | Mlp3, Llc | 240 | |||||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 56 640 | 0,14 | 1 373 | 0,15 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 422 914 | 2,38 | 10 251 | 2,43 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 9 060 | 220 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 1 012 174 | 2,98 | 24 535 | 3,03 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 174 842 | 1,92 | 4 238 | 1,97 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 23 606 | 20,03 | 572 | 20,17 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 186 627 | 0,59 | 4 524 | 0,62 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 9 606 | −4,97 | ||||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 483 277 | 8,26 | 11 715 | 8,30 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 92 509 | 2 242 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 22 643 | 48,05 | 549 | 48,11 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 30 949 | 0,49 | 750 | 0,54 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 10 003 | 242 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 6 019 | 0,45 | 146 | 0,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 26 985 | 7,14 | ||||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 29 874 | 37,68 | 724 | 37,90 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 88 213 | 10,31 | 2 138 | 10,38 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 587 263 | 7,99 | 14 235 | 8,03 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 14 968 | 29,39 | 363 | 29,29 | ||||
| 2026-05-08 | 13F | Crestmont Private Wealth LLC | 88 707 | 2 150 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 306 232 | 5,96 | 7 423 | 6,01 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 481 235 | 21,35 | 11 665 | 21,41 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 710 955 | 7,66 | 17 234 | 7,71 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 142 738 | 3,00 | 3 460 | 3,04 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 71 150 | 0,88 | 1 725 | 0,94 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 249 666 | 2,81 | 6 098 | 3,34 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 85 | 183,33 | 2 | |||||
| 2026-05-07 | 13F | Hamel Associates, Inc. | 242 963 | 1,68 | 5 889 | 1,73 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 76 792 | 1,02 | 1 861 | 1,09 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 446 | −97,42 | ||||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 31 107 | 754 | ||||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 20 018 | 0,68 | 485 | 0,83 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 163 011 | 9,57 | 3 951 | 9,63 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 38 880 | 942 | 0,86 | |||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 135 966 | 18,04 | 3 296 | 18,06 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 13 001 | −1,04 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 113 296 | 30,29 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 74 033 | 1 795 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 40 704 | 0,16 | 1 | |||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 74 440 | 0,42 | 1 804 | 0,11 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 11 910 | 3,96 | 289 | 3,97 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 8 212 | 199 | −34,87 | |||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 77 976 | 7,94 | 1 890 | 8,00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 383 721 | 3,91 | 9 301 | 3,96 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 10 332 | 1,02 | 250 | 0,81 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 80 826 | 2,52 | 1 959 | 2,57 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 7 829 | 245,35 | 190 | 250,00 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 27 595 | 0,11 | 669 | 0,15 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 23 808 | 0,00 | 1 | |||||
| 2026-05-06 | 13F | Assetmark, Inc | 1 256 | 31,93 | 30 | 30,43 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 52 392 | 39,34 | 1 270 | 39,30 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1 298 892 | 61,40 | 31 472 | 60,94 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 346 653 | 114,98 | 8 403 | 115,05 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 109 995 | 0,08 | 2 666 | 0,11 | ||||
| 2026-04-14 | 13F | Twin Cities Retirement Group LLC | 35 872 | 0,47 | 870 | 0,46 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 19 330 | 469 | 0,00 | |||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 70 095 | 42,32 | 1 699 | 42,41 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 338 284 | 3,59 | 8 200 | 3,63 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 882 856 | 98,13 | 21 400 | 98,22 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 50 792 | 0,31 | 1 231 | 0,41 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 74 788 | 1 813 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 7 800 | 189 | ||||||
| 2026-04-24 | 13F | Balentine LLC | 413 945 | 49,54 | 10 034 | 49,60 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 5 999 | −4,43 | ||||||
| 2026-03-12 | 13F | Farmers National Bank | 57 183 | 6,46 | 1 386 | 6,13 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 4 614 | −10,10 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 10 568 | 1,01 | 256 | 1,19 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 15 543 | 10,57 | 377 | 10,59 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 200 103 | 14,06 | 4 850 | 14,12 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 28 443 | 354,29 | 689 | 356,29 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 61 495 | 223,49 | 1 491 | 223,91 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 785 | 0,64 | 19 | 5,56 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 46 601 | 3,04 | 1 130 | 3,11 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 3 173 | 0,70 | 77 | 0,00 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 427 717 | 4,03 | 10 368 | 4,08 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 60 338 | 1,63 | 1 463 | 1,67 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 11 704 | −1,39 | ||||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 79 583 | 29,35 | 1 929 | 29,46 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 27 972 | 17,79 | 678 | 17,91 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 1 243 779 | 4,43 | 30 149 | 4,47 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 101 769 | 125,11 | 2 467 | 125,21 | ||||
| 2026-05-07 | 13F | First National Trust Co | 421 948 | 10,04 | 10 228 | 10,10 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 591 702 | 59,53 | 14 343 | 59,59 | ||||
| 2026-04-13 | 13F | Trust Co | 12 153 | 0,33 | 295 | 0,34 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 9 031 | 0,68 | 219 | 0,46 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 713 | 17 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 9 785 471 | 0,19 | 237 200 | 0,23 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 31 869 | −5,83 | ||||||
| 2026-04-13 | 13F | Breachway Investments LLC | 133 607 | 5,15 | 3 223 | 4,68 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 12 263 | 297 | ||||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 8 448 | 0,14 | 205 | 0,00 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 76 957 | 23,75 | 1 865 | 23,84 | ||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 476 015 | 79,95 | 11 539 | 80,03 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 4 150 | 0,24 | 101 | 0,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 197 661 | 27,94 | 4 789 | 27,95 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 34 386 | 200,95 | 834 | 201,81 | ||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 338 601 | 0,41 | 8 208 | 0,44 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 10 033 | 3,48 | 243 | 3,40 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 135 960 | 4,24 | 3 296 | 4,27 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 753 | 0,13 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 9 891 | 240 | −4,02 | |||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 618 381 | 14,26 | 14 990 | 14,32 | ||||
| 2026-04-21 | 13F | Riverstone Advisors, LLC | 23 107 | 18,37 | 560 | 18,64 | ||||
| 2026-04-24 | 13F | United Community Bank | 3 652 | 89 | ||||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 32 858 | 4,55 | 794 | 4,34 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 34 423 | 1,35 | 834 | 1,46 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 656 994 | 2,67 | 15 926 | 2,72 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 7 212 | 0 | ||||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 49 682 | 1 204 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 166 266 | 4,56 | 4 030 | 4,59 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 864 007 | 4,15 | 20 944 | 3,45 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 14 567 | 0,01 | 353 | 0,28 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 84 593 | 2,66 | 2 051 | 2,71 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 18 156 | 1,87 | 440 | 2,09 | ||||
| 2026-04-06 | 13F | IFS Advisors, LLC | 967 802 | 3,38 | 23 460 | 3,43 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 11 613 | 81,34 | 282 | 81,29 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 953 | −9,25 | ||||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 5 004 | −1,24 | ||||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 53 162 | 0,11 | 1 289 | 0,16 | ||||
| 2026-05-14 | 13F | Rubicon Advisors, GP | 3 011 | 26,78 | ||||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 32 294 | 0,29 | 783 | 0,38 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 4 273 058 | 3,30 | 103 579 | 3,31 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 4 825 | 117 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 15 881 | 21,32 | 385 | 21,14 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 395 319 | 5,26 | 9 583 | 5,30 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 16 154 | 10,36 | 392 | 10,45 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1 797 | 44 | ||||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2 000 | 48 | ||||||
| 2026-04-06 | 13F | Private Client Services, Llc | 62 234 | 1 509 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 10 036 | 3,51 | 243 | 3,40 | ||||
| 2026-05-08 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 207 | 0,00 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 257 844 | 20,31 | 6 230 | 19,97 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 73 579 | 1,38 | 1 784 | 1,42 | ||||
| 2026-05-04 | 13F | Foundation Wealth Management, LLC | 152 729 | 3 702 | −0,86 | |||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 34 189 | 133,93 | 829 | 133,90 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 137 080 | 1,04 | 3 323 | 1,06 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 3 300 | 80 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 166 | 0,61 | 0 | |||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 22 722 | 4,38 | 551 | 4,36 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 112 394 | 1,26 | 2 724 | 1,30 | ||||
| 2026-04-28 | 13F | Timber Creek Capital Management LLC | 39 866 | 0,54 | 966 | 0,63 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 866 738 | 4,31 | 21 010 | 4,35 | ||||
| 2026-04-10 | 13F | Novem Group | 9 475 | 230 | ||||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 209 114 | 5,10 | 5 069 | 5,15 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 70 061 | 2,18 | 1 698 | 2,23 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 2 139 | 52 | ||||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 219 375 | 31,14 | 5 318 | 31,19 | ||||
| 2026-05-04 | 13F | Gratus Wealth Advisors, LLC | 1 496 505 | 4,17 | 36 275 | 4,22 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 15 873 | 69,44 | 385 | 69,91 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 12 509 | 46,53 | 303 | |||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 550 | |||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1 408 626 | 25,45 | 34 131 | 126 311,11 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 99 607 | 0,68 | 2 414 | 0,71 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 211 425 | 5 125 | −0,58 | |||||
| 2026-05-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 29 441 | 28,27 | 714 | 28,24 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 2 359 | 0,64 | 57 | 1,79 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 249 174 | 13,39 | 6 040 | 13,43 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 453 | 0,67 | 0 | |||||
| 2026-04-29 | 13F | Strid Group, LLC | 605 901 | 2,78 | 14 687 | 2,82 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 9 110 | 221 | ||||||
| 2026-05-06 | 13F | Sentinus, LLC | 22 172 | 21,47 | 537 | 21,49 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 1 392 870 | 8,96 | 33 763 | 9,00 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 5 311 | 129 | ||||||
| 2026-04-23 | 13F | Walleye Partners, LLC | 14 921 | 0,67 | 362 | 0,56 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 121 406 | 13,58 | 2 943 | 13,63 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 809 589 | 7,52 | 19 624 | 7,57 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 9 594 | 0 | ||||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 17 615 | 16,54 | 427 | 16,39 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 564 | −32,74 | ||||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 18 477 | 45,95 | 0 | |||||
| 2026-04-07 | 13F | Signaturefd, Llc | 25 951 | 168,53 | 629 | 168,80 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 107 002 | 131,11 | 2 594 | 131,31 | ||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 11 735 | 26,11 | 284 | 26,22 | ||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 124 358 | 54,82 | 3 014 | 54,88 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 10 487 | 0,76 | 254 | 0,40 | ||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 995 431 | 1,86 | 24 129 | 1,90 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 751 427 | 4,12 | 18 215 | 4,17 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 393 | 10 |
