Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF inkluderar Wright Fund Managment, LLC, Canandaigua National Corp, Gateway Wealth Partners, LLC, Pinnacle Financial Group, LLC / IL, BCS Wealth Management, Grantham, Mayo, Van Otterloo & Co. LLC, Broussard Financial Group LLC, Vanguard Advisers Inc, Lynx Investment Advisory, RMB Capital Management, LLC, Veratis Advisors, Inc., Advyzon Investment Management, LLC, Sovereign Financial Group, Inc., Vident Advisory, LLC, Tiaa-cref Individual & Institutional Services, Llc, Mma Asset Management Llc, Main Street Group, LTD, Gill Capital Partners, Llc, Beacon Investment Advisory Services, Inc., och Vanguard National Trust Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 13F | Signaturefd, Llc | 6 | 1 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 21 | 3 | ||||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 1 896 | 268 | ||||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 70 841 | 3,92 | 10 328 | 5,70 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 53 | 8 | ||||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 1 390 | 203 | ||||||
| 2026-05-13 | 13F | Sepio Capital, LP | 1 650 | 13,40 | 241 | 15,38 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 334 623 | 2,41 | 48 785 | 4,17 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 6 036 | 0,57 | 880 | 2,21 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2 599 | 43,43 | 379 | 45,95 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 3 449 | 6,12 | 503 | 7,96 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 1 782 | 24,09 | 260 | 26,34 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 49 737 | 51,13 | 7 362 | 56,05 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 7 282 | 141,37 | 1 062 | 145,60 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 2 499 | 364 | ||||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 1 448 | 211 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 5 922 | 30,67 | 1 | |||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 14 613 | 3,40 | 2 130 | 5,19 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 58 151 | 13,20 | 8 478 | 11,66 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 18 716 | 58,81 | 2 891 | 66,00 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 24 325 | 1,68 | 3 546 | 3,44 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1 476 | 215 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 60 996 | 46,31 | 8 893 | 48,82 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 99 | 14 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 468 | 2,86 | 68 | 4,62 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 10 859 | 1,84 | 1 583 | 3,60 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 77 512 | 20,00 | 11 301 | 22,06 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 813 491 | 8 174,75 | 118 599 | 8 317,18 | ||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 34 742 | 73,98 | 4 936 | 71,83 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 3 615 | 1,49 | 527 | 3,33 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 44 | 6 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 22 617 | 5,00 | 3 297 | 6,80 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 24 926 | 3,56 | 3 573 | 3,57 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 29 708 | 2,75 | 4 331 | 4,51 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 44 120 | 2,75 | 6 432 | 4,52 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 160 | 23 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 8 | 1 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 4 704 | 28,28 | 686 | 30,48 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 458 577 | 3,75 | 66 856 | 5,53 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 8 035 | 0,17 | 1 171 | −1,68 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 39 197 | 2,44 | 5 715 | 4,19 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 13 | 2 | ||||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 2 740 | 8,00 | 400 | 9,92 | ||||
| 2026-05-11 | 13F | Optimist Retirement Group LLC | 3 901 | 4,67 | 569 | 6,37 | ||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 1 937 | 7,19 | 282 | 9,30 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 6 479 | 50,81 | 945 | 53,50 | ||||
| 2026-05-13 | 13F | DRW Securities, LLC | 22 177 | 3 233 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 319 984 | 9,12 | 46 650 | 10,99 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 1 698 248 | 1,23 | 248 | 2,92 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 83 641 | 0,04 | 12 194 | 1,77 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 791 | 42,01 | 115 | 45,57 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 56 604 | 759,72 | 8 252 | 775,08 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 14 186 | 2 068 | ||||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 69 521 | 10,17 | 10 135 | 12,06 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 1 740 | 254 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 7 256 | 1 058 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 2 671 | 4,01 | 389 | 5,71 | ||||
| 2026-05-01 | 13F | Evergreen Wealth Management, LLC | 4 540 | 2,25 | 662 | 3,93 | ||||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 7 715 | 15,65 | 1 | |||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 42 085 | 11,81 | 6 136 | 13,72 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 24 657 | 0,00 | 3 595 | 1,73 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 1 534 | 224 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 45 563 | 6,79 | 7 | 0,00 | ||||
| 2026-05-04 | 13F | Fortress Financial Solutions, LLC | 3 504 | 138,37 | 511 | 142,86 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 9 014 | 1 314 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 4 006 | 91,22 | 574 | 92,62 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 62 165 | 0,49 | 9 063 | 2,22 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 1 732 | 0,17 | 253 | 2,02 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 2 640 | 21,94 | 378 | 21,94 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 27 562 | 2,65 | 4 018 | 4,42 | ||||
| 2026-05-07 | 13F | Carson Advisory Inc. | 4 151 | 4,74 | 605 | 6,51 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 16 418 | 6,86 | 2 394 | 8,67 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 2 179 | 7,29 | 318 | 8,93 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 2 877 | 31,43 | 419 | 33,87 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 6 864 | 35,89 | 1 001 | 38,31 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 104 | 2,97 | 15 | 7,14 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2 718 482 | 239,23 | 386 575 | 236,56 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 27 583 | 7,49 | 4 021 | 9,36 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 956 | 139 | ||||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 3 480 | 507 | ||||||
| 2026-04-14 | 13F | Flower City Capital | 41 620 | 3,08 | 6 068 | 4,84 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 13 175 | 6,04 | 1 921 | 7,87 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 32 700 | 33,91 | 4 767 | 36,20 | ||||
| 2026-05-12 | 13F | SGL Investment Advisors, Inc. | 5 813 | 11,90 | 946 | 20,38 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 1 973 | 288 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2 675 | 4,17 | 390 | 5,71 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1 771 | 1,66 | 254 | 2,02 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 7 733 | 352,75 | 1 127 | 361,89 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 5 319 | 47,34 | 775 | 49,90 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 5 276 | 61,54 | 769 | 64,32 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 742 771 | 2,97 | 108 289 | 4,74 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 20 619 | 7,20 | 3 006 | 9,07 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 230 | 34 | ||||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 34 516 | 13,95 | 5 036 | 15,93 | ||||
| 2026-05-14 | 13F | Causeway Capital Management Llc | 103 581 | 42,03 | 15 101 | 44,47 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 563 | 77,60 | 83 | 84,44 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 1 854 | 0,27 | 270 | 1,89 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 206 124 | 4,81 | 30 050 | 6,60 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 35 535 | 0,21 | 5 181 | 1,93 | ||||
| 2026-05-05 | 13F | UBS Group AG | 521 955 | 3,77 | 76 096 | 5,56 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 90 | 13 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 3 777 | 26,87 | 558 | 30,99 | ||||
| 2026-05-18 | 13F | Cim, Llc | 2 542 | 0,12 | 371 | 1,93 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 100 324 | 14 626 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 12 911 | 3,10 | 2 | 0,00 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 28 478 | 0,07 | 4 152 | 1,77 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 28 440 | 46,34 | 4 076 | 47,15 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 3 797 | 3,38 | 553 | 5,13 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 92 420 | 21,14 | 13 472 | 23,22 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 374 | 5,95 | 55 | 8,00 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 12 699 | 59,06 | 1 851 | 61,80 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 26 457 | 2,96 | 3 855 | 4,70 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 4 838 | 100,00 | 705 | 103,76 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 17 504 | 1,16 | 2 552 | 2,86 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 32 443 | 466,39 | 4 730 | 476,00 | ||||
| 2026-05-14 | 13F | Miller Capital Partners, Inc. | 1 806 | 2,27 | 263 | 3,95 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 178 921 | 16,99 | 26 085 | 19,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 2 624 | 5,47 | 383 | 7,30 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 1 533 | 224 | ||||||
| 2026-04-07 | 13F | Eastern Bank | 582 | 429,09 | 85 | 460,00 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 15 786 | 0,54 | 2 302 | 2,27 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 98 | 512,50 | 14 | 600,00 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 46 734 | 6 813 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 8 421 | 5,26 | 1 228 | 7,07 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 13 556 | 105,11 | 1 976 | 108,66 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 2 679 | 4,89 | 384 | 5,49 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 4 635 | 23,86 | 676 | 25,93 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 9 308 | 0,62 | 1 357 | 2,42 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 3 843 | 46,74 | 560 | 49,33 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 15 866 | 42,91 | 2 313 | 231 200,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 17 500 | 343,60 | 2 551 | 351,50 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 41 591 | 1,71 | 6 064 | 3,46 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 6 981 | 1 018 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 33 045 | 19,40 | 4 818 | 21,46 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 18 577 | 2 708 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 60 057 | 4,10 | 8 756 | 5,88 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 4 998 653 | 1,10 | 728 754 | 2,84 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 29 | 4 | ||||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 7 091 | 1,82 | 1 034 | 3,51 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 5 995 | 0,20 | 874 | 1,87 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 136 332 | 0,50 | 19 876 | 2,23 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 8 789 | 0,10 | 1 281 | 1,51 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 5 204 | 735,31 | 759 | 751,69 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 821 | 7,50 | 265 | 9,50 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 34 852 | 22,20 | 5 081 | 24,32 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 5 207 | 5,58 | 759 | 7,51 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 15 917 | 5,60 | 2 321 | 8,01 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 32 635 | 1,30 | 4 758 | 3,03 | ||||
| 2026-05-04 | 13F | Nwam Llc | 33 207 | 0,96 | 4 841 | 0,17 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 1 345 | 3 742,86 | 0 | |||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 63 595 | 530,15 | 9 272 | 541,15 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 5 350 | 3,86 | 780 | 5,56 | ||||
| 2026-04-10 | 13F | Novem Group | 2 379 | 27,97 | 347 | 30,08 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 410 | 60 | ||||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 3 628 | 18,80 | 529 | 20,82 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 3 027 | 103,56 | 441 | 107,04 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 35 139 | 4,47 | 5 123 | 6,27 | ||||
| 2026-05-14 | 13F | E&R Wealth Management, LLC | 45 889 | 1,54 | 6 690 | 3,29 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 3 744 | 546 | ||||||
| 2026-04-24 | 13F | Patten Group, Inc. | 4 445 | 16,30 | 648 | 18,46 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 4 932 | 16,73 | 719 | 19,44 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 137 691 | 12,34 | 19 478 | 10,87 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 12 248 | 56,38 | 1 786 | 59,09 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 5 058 | 29,99 | 737 | 32,32 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 1 459 | 2,31 | 213 | 3,92 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 2 186 | 341 | ||||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 44 | 193,33 | 6 | 200,00 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 130 | 19 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 228 | 4,59 | 33 | 6,45 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 1 902 | 0,63 | 277 | 2,59 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 3 873 | 2,79 | 565 | 4,44 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 10 679 | 0,41 | 1 639 | 7,55 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 1 | 0 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 158 674 | 12,54 | 23 133 | 14,48 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 3 240 | 17,60 | 472 | 19,80 | ||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 14 004 | 0,51 | 2 042 | 2,20 | ||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 6 992 | 1,61 | 1 | |||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 11 960 | 6,91 | 1 744 | 8,73 | ||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 29 247 | 20,74 | 4 264 | 22,82 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 12 558 | 2,13 | 1 831 | 3,86 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 3 739 | 545 | ||||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 3 825 | 3,21 | 558 | 4,90 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 73 365 | 3,38 | 10 696 | 5,15 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 75 834 | 0,51 | 11 056 | 2,23 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 7 484 | 0,29 | 1 091 | 2,06 | ||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 4 848 | 1 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 16 153 | 389,63 | 2 355 | 398,73 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 13 589 | 0,81 | 1 981 | 2,54 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 2 650 | 386 | ||||||
| 2026-04-24 | 13F | Newton One Investments LLC | 67 197 | 185,90 | 9 797 | 190,86 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 349 644 | 6,51 | 50 975 | 8,34 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 5 790 | 6,26 | 844 | 8,07 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 30 961 | 1,90 | 4 514 | 3,65 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 7 799 | 3,09 | 1 137 | 4,89 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 38 | −9,76 | ||||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 8 982 | 1,39 | 1 310 | 3,15 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 839 | 60,42 | 122 | 64,86 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 4 995 | 2,67 | 728 | 4,45 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 8 309 | 1 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 8 271 | 1 206 | ||||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 11 398 | 0,50 | 1 662 | 2,22 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 10 344 | 88,83 | 1 508 | 91,97 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 9 783 | 27,18 | 1 402 | 27,92 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 3 682 | 9,06 | 582 | 12,60 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 186 312 | 5,09 | 27 162 | 6,89 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 128 | 19 | ||||||
| 2026-05-15 | 13F | JMN Financial LLC | 5 350 | 3,86 | 780 | 5,56 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 2 990 | 18,37 | 436 | 20,17 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 3 010 | 8,39 | 439 | 10,05 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 242 | 49,38 | 35 | 52,17 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 119 598 | 22,24 | 17 436 | 24,34 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 39 591 | 2,96 | 5 772 | 4,72 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 3 383 | 22,13 | 493 | 24,18 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 999 | 566,00 | 0 | |||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 304 | 44 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 4 459 | 0,36 | 650 | 2,20 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 62 922 | 10,75 | 9 173 | 12,65 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 108 | 38,46 | 16 | 36,36 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 1 960 | 286 | ||||||
| 2026-04-23 | 13F | Midwest Financial Partners Investments, Inc. | 18 886 | 23,22 | 2 753 | 25,36 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 116 | 17 | ||||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 32 715 | 10,59 | 4 770 | 12,50 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 4 922 | 62,07 | 717 | 64,83 | ||||
| 2026-05-15 | 13F | Obsido Oy | 38 426 | 0,89 | 5 602 | 2,62 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2 102 | 191,94 | 306 | 197,09 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 405 256 | 12,57 | 59 082 | 14,50 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 19 554 | 9,14 | 2 851 | 11,02 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 1 931 | 6,16 | 282 | 8,08 | ||||
| 2026-04-29 | 13F | Broussard Financial Group LLC | 3 173 | 463 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 1 629 | 237 | ||||||
| 2026-05-11 | 13F | Womack Financial LLC | 32 774 | 3,49 | 4 778 | 5,27 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 2 900 | 93,33 | 423 | 97,20 | |||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 2 691 | 20,19 | 392 | 22,50 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 144 798 | 1,86 | 21 110 | 3,61 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 25 743 | 1,21 | 3 753 | 2,96 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 68 016 | 4,83 | 9 916 | 6,64 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 144 563 | 5 177,95 | 21 076 | 5 276,28 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 4 924 | 148,69 | 718 | 153,36 | ||||
| 2026-05-15 | 13F | Mittelman Wealth Management | 15 121 | 5,50 | 2 205 | 7,30 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 2 255 | 40,67 | 329 | 43,23 | ||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 123 899 | 1,22 | 18 063 | 2,96 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 107 069 | 22,34 | 15 616 | 24,41 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 5 028 | 27,32 | 733 | 19,22 | ||||
| 2026-05-13 | 13F | Renaissance Group Llc | 1 494 | 218 | ||||||
| 2026-05-08 | 13F | Payne Capital Management, LLC | 13 467 | 6,44 | 1 963 | 8,27 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 3 240 | 6,30 | 472 | 8,26 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 1 374 | 200 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 108 | 1 716,39 | 162 | 1 912,50 | ||||
| 2026-05-12 | 13F | Creative Planning | 735 168 | 6,48 | 107 180 | 8,31 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 5 906 | 12,17 | 861 | 14,06 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 765 596 | 17,03 | 111 616 | 19,04 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 17 818 | 5,05 | 2 598 | 6,83 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 1 452 | 212 | ||||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 39 803 | 2,53 | 5 803 | 4,28 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 5 276 | 21,99 | 769 | 24,23 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 17 165 | 13,88 | 2 460 | 14,53 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1 540 | 32,08 | 225 | 34,13 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 189 | 1,07 | 27 | 3,85 | ||||
| 2026-05-07 | 13F | First National Trust Co | 2 580 | 42,54 | 376 | 45,17 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 55 482 | 8 089 | ||||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 9 727 | 34,97 | 1 413 | 36,69 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 65 035 | 9 | ||||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 4 027 | 4,46 | 587 | 6,34 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3 632 | 17,16 | 530 | 19,14 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 26 753 | 0,53 | 3 900 | 2,25 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 13 956 | 4,11 | 2 034 | 5,88 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 42 | 5,00 | 6 | 20,00 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 2 039 | 297 | ||||||
| 2026-04-17 | 13F | BCS Wealth Management | 3 940 | 574 | ||||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 0 | 0 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 5 369 | 3,65 | 783 | 5,39 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 25 687 | 5,94 | 3 743 | 7,71 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 62 476 | 1,43 | 9 108 | 3,17 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 16 507 | 0,29 | 2 407 | 1,99 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 619 635 | 12,52 | 90 337 | 14,45 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 74 | 11 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 1 736 | 15,20 | 253 | 17,67 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 15 021 | 26,96 | 2 190 | 29,14 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 2 550 | 372 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2 876 | 419 | ||||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 24 741 | 1,05 | 3 607 | 2,76 |
