Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF inkluderar Dickmeyer Boyce Financial Management, Inc., GatePass Capital, LLC, Vanguard Advisers Inc, Cornerstone Wealth Group, LLC, Baker Ellis Asset Management LLC, Spartan Wealth Advisory Services LLC, Facet Wealth, Inc., Vanguard National Trust Co, Everhart Financial Group, Inc., Integrated Wealth Concepts LLC, Intentional Wealth Strategies, LLC, Beacon Capital Management, Inc., Burk Holdings LLC, Western Wealth Management, LLC, Gill Capital Partners, Llc, GAMMA Investing LLC, TopTier Wealth Management, LLC, Planning Project LLC, Valued Wealth Advisors LLC, och Retiremitten Financial 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 | CWA Asset Management Group, LLC | 14 115 | 0,35 | 458 | 3,16 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 31 434 | 5,76 | 1 126 | 20,30 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 122 | 4 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 3 742 921 | 36 598,90 | 121 383 | 37 713,71 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 26 615 | 12,52 | 863 | 15,84 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 40 164 | 23,52 | 1 279 | 24,90 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 5 771 | 1,37 | 187 | 4,47 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 335 | 0,30 | 11 | 0,00 | ||||
| 2026-04-22 | 13F | Western Financial Corp/CA | 6 312 | 205 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 25 362 | 1,66 | 799 | 2,83 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 569 | 18 | ||||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 7 071 | 229 | ||||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 2 107 699 | 2,96 | 68 353 | 5,97 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 168 868 | 4,73 | 5 320 | 5,89 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 19 449 | 1,84 | 631 | 4,83 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 4 116 | 133 | ||||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 20 110 | 652 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 142 823 | 9,36 | 4 632 | 12,54 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1 478 275 | 3,45 | 47 940 | 6,47 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 90 | 91,49 | 3 | 100,00 | ||||
| 2026-05-07 | 13F | Coastwise Capital Group, LLC | 9 737 | 0,19 | 316 | 2,94 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 65 479 | 2 123 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 13 807 | 7,63 | 448 | |||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 3 302 | 108 | ||||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 1 535 | 2,06 | 50 | 4,26 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 31 400 | 2,10 | 1 018 | 5,06 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 23 758 | 168,00 | 770 | 175,99 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 15 765 | 0,94 | 497 | 2,06 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 6 833 | 222 | ||||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 2 158 | 70 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 159 219 | 4,71 | 5 163 | 7,76 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 16 | 0,00 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 10 743 | 5,84 | 348 | 9,09 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 8 219 | 6,70 | 267 | 9,92 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1 610 | 52 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 49 836 | 11,40 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 5 680 | 179 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 150 823 | 15,58 | 4 891 | 18,97 | ||||
| 2026-05-05 | 13F | PFG Advisors | 15 754 | 5,27 | 511 | 8,28 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 11 493 | 11,22 | 373 | 14,46 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 7 237 | 235 | ||||||
| 2026-01-29 | 13F | Vanguard Group Inc | 18 842 | 19,49 | 594 | 20,77 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 9 | 0 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 14 297 | 74,44 | 464 | 79,46 | ||||
| 2026-04-13 | 13F | Reston Wealth Management Llc | 191 074 | 1,96 | 6 197 | 4,95 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 14 987 | 0,02 | 0 | |||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 75 004 | 4,66 | 2 432 | 7,71 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 2 887 094 | 2,24 | 93 628 | 5,23 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 280 | 9 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 30 960 | 22,49 | 1 004 | 26,13 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 10 980 | 0,50 | 356 | 3,49 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 51 437 | 10,60 | 1 668 | 13,86 | ||||
| 2026-05-15 | 13F | BFI Wealth Solutions, LLC | 53 547 | 13,98 | 1 761 | 18,99 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 8 392 | 1,66 | 272 | 4,62 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 64 923 | 4,50 | 2 105 | 7,56 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 6 789 | 220 | ||||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 20 833 | 0,57 | 676 | 3,53 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 470 342 | 5,64 | 15 253 | 8,72 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 17 216 | 0,06 | 609 | 5,01 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 2 151 | 70 | ||||||
| 2026-04-09 | 13F | Wedmont Private Capital | 16 520 | 0,01 | 561 | 4,09 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 4 721 | 4,72 | 153 | 7,75 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 9 339 | 118,71 | 303 | 125,37 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 16 239 | 110,95 | 512 | 113,81 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 141 749 | 68,35 | 4 597 | 73,28 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 330 | 11 | ||||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 3 338 | 0,15 | 108 | 2,86 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 139 010 | 94,44 | 4 508 | 100,18 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 144 438 | 141,01 | 4 684 | 148,09 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 726 | 24 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 60 983 | 9,66 | 1 978 | 12,84 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 9 574 | 32,86 | 310 | 36,56 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 7 826 | 0,03 | 254 | 2,85 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 134 | 4 | ||||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 889 | 29 | ||||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 69 480 | 4,61 | 2 253 | 7,70 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 288 | 0,35 | 9 | 0,00 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 542 589 | 3,76 | 17 596 | 6,78 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 17 038 | 0,74 | 553 | 3,76 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 210 457 | 3,43 | 6 825 | 6,46 | ||||
| 2026-04-16 | 13F | Solitude Financial Services | 1 029 893 | 3,03 | 35 573 | 12,94 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 31 890 | 313,83 | 1 034 | 327,27 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 374 608 | 5,12 | 12 149 | 8,19 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 149 033 | 78,91 | 4 711 | 79,50 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 14 967 | 0,19 | 485 | 3,19 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 9 596 | 311 | ||||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 8 124 | 260 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 29 012 | 5,98 | 941 | 9,05 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 129 807 | 29,84 | 4 210 | 33,62 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 8 399 | 24,86 | 272 | 28,91 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 24 229 | 3,55 | 786 | 6,51 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 40 470 | 0,33 | 1 312 | 3,31 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 131 739 | 2,20 | 4 272 | 5,20 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 77 186 | 27,05 | 2 503 | 30,77 | ||||
| 2026-05-15 | 13F | Engineers Gate Manager LP | 42 430 | 32,00 | 1 376 | 35,97 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 15 445 | 89,95 | 501 | 95,31 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 220 032 | 8,17 | 7 136 | 11,33 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 13 | 0 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 14 131 | 1,69 | 458 | 4,81 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 6 872 | 1,27 | 223 | 4,23 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 6 603 | 214 | ||||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 298 854 | 39,24 | 9 692 | 43,29 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 6 268 | 203 | ||||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 18 423 | 0,76 | 597 | 9,94 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 86 235 | 1,89 | 2 797 | 4,88 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 21 847 | 0,19 | 708 | 3,06 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 19 225 | 623 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 15 833 | 1 | ||||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 19 239 | 23,54 | 624 | 27,14 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 50 215 | 6,57 | 1 628 | 9,70 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 18 299 | 0,08 | 593 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 5 459 | 6,25 | 177 | 9,94 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 900 070 | 1,44 | 29 189 | 4,41 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1 768 | 0,11 | 57 | 3,64 | ||||
| 2026-05-12 | 13F | Creative Planning | 439 362 | 19,67 | 14 249 | 23,17 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 7 889 | 256 | ||||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 57 105 | 13,88 | 1 981 | 25,32 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 13 033 | 460 | ||||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 60 518 | 8,77 | 1 963 | 11,92 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 22 556 | 7,96 | 731 | 11,09 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 34 557 | 21,88 | 1 121 | 25,42 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 386 | 45 | ||||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 17 906 | 107,65 | 581 | 114,02 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 12 415 | 0,19 | 403 | 3,08 | ||||
| 2026-05-13 | 13F | Dickmeyer Boyce Financial Management, Inc. | 50 262 | 1 630 | ||||||
| 2026-05-04 | 13F | Archer Investment Corp | 255 | 0,39 | 8 | 0,00 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 7 409 | 240 | ||||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 9 189 | 0,19 | 298 | 2,77 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 113 071 | 26,13 | 3 667 | 21,07 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 25 290 | 3,08 | 820 | 7,33 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 56 196 | 6,94 | 2 | 0,00 | ||||
| 2026-04-21 | 13F | Financial Architects, LLC | 39 545 | 40,11 | 1 282 | 44,21 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 3 090 | 114,58 | 100 | 122,22 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 646 904 | 0,94 | 20 979 | 3,89 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 2 815 | 91 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1 522 | 0,40 | 48 | 0,00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 171 605 | 1,25 | 5 565 | 4,21 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 43 738 | 0,86 | 1 418 | 3,81 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 5 341 | 3,13 | 173 | 6,13 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 81 891 | 6,65 | 2 656 | 9,76 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 7 535 | 1,05 | 244 | 4,27 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 2 130 | 0,33 | 69 | 4,55 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 367 | 35,42 | 12 | 37,50 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 6 824 | 221 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 431 797 | 11,47 | 14 003 | 14,72 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 7 682 | 0,01 | 249 | 2,89 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 15 192 | 493 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 24 423 | 130,02 | 792 | 137,13 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 3 108 | 101 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co | 8 831 | 0,19 | 291 | 0,35 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 577 082 | 101,97 | 18 680 | 107,49 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 283 295 | 3,14 | 9 187 | 6,16 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 8 112 | 0,20 | 263 | 3,14 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 44 | 1 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 19 615 | 8,93 | 636 | 12,17 | ||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 571 702 | 21,65 | 18 540 | 25,20 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 7 536 | 244 | ||||||
| 2026-05-11 | 13F | TD Capital Management LLC | 4 761 | 0,19 | 154 | 3,36 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 6 740 | 219 | ||||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 2 053 795 | 3,21 | 66 605 | 6,22 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5 166 | 73,12 | 168 | 77,66 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 20 643 | 60,93 | 650 | −8,32 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 9 204 | 298 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 2 287 | 74 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 57 424 | 32,26 | 1 862 | 36,11 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 105 388 | 2,06 | 3 418 | 5,04 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 19 571 | 52,89 | 635 | 57,32 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 23 901 | 775 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 436 | 14 | ||||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 768 | 0,13 | 25 | 0,00 | ||||
| 2026-05-04 | 13F | Riverpoint Wealth Management Holdings, LLC | 1 157 772 | 1,31 | 37 547 | 4,27 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 25 154 | 72,80 | 816 | 77,95 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 459 662 | 6,65 | 14 907 | 9,76 | ||||
| 2026-04-27 | 13F | Directional Asset Management | 11 774 | 0,18 | 382 | 2,97 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 96 | 3 | ||||||
| 2026-05-11 | 13F | Womack Financial LLC | 121 290 | 4,09 | 3 933 | 7,14 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 1 266 030 | 3,97 | 41 057 | 7,01 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 11 820 | 106,14 | 383 | 112,78 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 112 | 4 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 81 726 | 11,10 | 2 650 | 14,37 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 6 453 | 0,51 | 209 | 3,47 | ||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 313 018 | 3,92 | 10 151 | 6,97 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 300 | 10 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 4 936 | 12,87 | 160 | 16,79 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 5 437 | 0,06 | 176 | 2,92 | ||||
| 2026-05-15 | 13F | Signal Tree Financial Partners Llc | 67 849 | 0,06 | 2 200 | 3,00 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 21 059 | 6,01 | 683 | 9,12 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 1 657 | 17,77 | 54 | 20,45 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 15 405 | 14,97 | 500 | 18,25 | ||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 78 909 | 4,05 | 2 559 | 7,12 | ||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 10 102 | 4,21 | 328 | 7,21 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 12 626 | 0,01 | 409 | 3,02 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 9 489 | 318,20 | 0 | |||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 121 416 | 4,55 | 3 938 | 7,60 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 494 | 16 | ||||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 531 | 17 | ||||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 174 536 | 4,58 | 5 660 | 7,65 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 71 878 | 2 493 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 129 344 | 3,09 | 4 195 | 6,10 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 39 672 | 7,48 | 1 287 | 10,58 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 66 641 | 308,99 | 2 152 | 319,30 | ||||
| 2026-05-04 | 13F | Wealth Forward, LLC | 592 207 | 0,79 | 19 205 | 3,74 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 43 089 | 5,73 | 1 397 | 8,80 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 35 025 | 0,69 | 1 136 | 3,56 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 183 468 | 416,08 | 5 950 | 431,16 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 12 263 | 93,64 | 398 | 96,53 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 10 904 | 1,85 | 344 | 17,06 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 77 | 26,23 | 3 | 100,00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 26 604 | 476,84 | 863 | 494,48 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 12 252 | 397 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 25 708 | 12,30 | 810 | 13,60 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 22 990 | 0,95 | 746 | 3,91 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 38 544 | 15,65 | 1 250 | 18,95 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 562 | 18 | ||||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 70 428 | 3,29 | 2 284 | 6,28 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 2 018 | 7,34 | 65 | 10,17 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 30 | 1 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 4 179 | 455,72 | 136 | 486,96 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 62 094 | 10,59 | 1 957 | 11,84 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 290 785 | 3,28 | 9 430 | 6,30 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 424 509 | 5,27 | 13 767 | 8,34 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 18 900 | 613 | ||||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 360 | 12 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 38 714 | 25,02 | 1 255 | 28,72 |
