Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF inkluderar Arq Wealth Advisors, Llc, IFC & Insurance Marketing, Inc., Capital Group Private Client Services, Inc., Spartan Wealth Advisory Services LLC, GatePass Capital, LLC, Vanguard Advisers Inc, Vanguard National Trust Co, Tiaa-cref Individual & Institutional Services, Llc, MSA Advisors, LLC, First National Trust Co, Everest Financial Group LLC, Zwj Investment Counsel Inc, InTrack Investment Management Inc, Partners in Financial Planning, BetterWealth, LLC, Moors & Cabot, Inc., Arkadios Wealth Advisors, Fountainhead AM, LLC, Investment Planning Advisors, Inc., och Indivisible Partners .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 813 606 | 22 659 | ||||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 13 545 | 9,87 | 377 | 12,54 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 1 047 751 | 1,11 | 29 180 | 3,49 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 6 300 154 | 3,07 | 175 459 | 5,49 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 882 278 | 5,47 | 24 571 | 7,95 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 203 798 | 0,44 | 5 676 | 2,79 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1 256 720 | 4,18 | 34 985 | 6,57 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1 498 468 | 5,49 | 39 887 | 6,77 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 151 291 | 1,54 | 4 213 | 3,92 | ||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 9 368 | 273 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 214 229 | 180,84 | 5 966 | 187,52 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 1 823 | 0,05 | 51 | 2,04 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 318 893 | 13,13 | 9 | 14,29 | ||||
| 2026-04-06 | 13F | CX Institutional | 500 | 390,20 | 0 | |||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 46 452 | 184,06 | 1 294 | 191,22 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 119 620 | 3 331 | ||||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 14 627 | 407 | ||||||
| 2026-05-07 | 13F | Coastwise Capital Group, LLC | 12 609 | 0,41 | 351 | 2,93 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 2 643 | 2,20 | 74 | 4,29 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 103 441 | 0,63 | 2 881 | 2,97 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 141 | 4 | ||||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 9 992 | 278 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1 664 | 45 | ||||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 51 224 | 1 427 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 47 874 | 1,25 | 1 333 | 3,65 | ||||
| 2026-05-13 | 13F | Boulay Financial Advisors, LLC | 9 567 867 | 4,84 | 266 465 | 7,30 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 113 083 | 3,88 | 3 149 | 6,35 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 167 | 2,45 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 184 641 | 3,84 | 5 142 | 6,28 | ||||
| 2026-05-14 | 13F | Betterment LLC | 82 460 | 141,03 | 2 | |||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 2 178 555 | 8,20 | 60 673 | 10,74 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 35 388 | 7,11 | 986 | 9,69 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 62 257 | 28,02 | 1 734 | 30,99 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 39 040 | 39,38 | 1 087 | 42,65 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 249 | 7 | ||||||
| 2026-05-11 | 13F | Haverford Trust Co | 900 180 | 2,92 | 25 070 | 5,34 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 652 918 | 2,78 | 18 184 | 5,20 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 11 686 | 318 | ||||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 156 749 | 23,49 | 4 365 | 26,41 | ||||
| 2025-12-16 | 13F | Emergent Wealth Advisors, LLC | 0 | 0 | ||||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 1 594 298 | 1,12 | 44 401 | 3,50 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 137 409 | 0,12 | 3 739 | 3,57 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 65 507 | 26,89 | 1 782 | 31,32 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 1 702 554 | 29,29 | 47 416 | 32,34 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 169 260 | 0,11 | 4 714 | 2,46 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 383 541 | 10 682 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 11 940 | 0,23 | 333 | 2,47 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 7 888 | 220 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 67 238 | 11,31 | 1 873 | 13,94 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 10 577 | 5,09 | 295 | 7,69 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 108 898 | 0,98 | 3 033 | 3,34 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 113 931 | 41,29 | 3 100 | 46,23 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 43 547 | 1,71 | 1 213 | 4,03 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 74 367 | 18,93 | 2 071 | 21,75 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 13 458 | 1,53 | 375 | 3,89 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 22 069 | 41,08 | 615 | 44,47 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 13 | 0 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 71 003 | 38,63 | 1 977 | 41,92 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 7 296 | 203 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1 458 | 41 | ||||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 228 662 | 7,85 | 6 368 | 10,38 | ||||
| 2026-05-11 | 13F | Timmons Wealth Management, LLC | 423 721 | 2,88 | 11 801 | 5,29 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 67 369 | 123,71 | 1 876 | 129,06 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 9 874 | 275 | ||||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 1 929 | 54 | ||||||
| 2026-04-16 | 13F | Solitude Financial Services | 935 707 | 1,88 | 27 145 | 8,62 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 768 156 | 2,98 | 21 393 | 5,40 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 179 386 | 20,29 | 4 996 | 23,12 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 70 689 | 2,37 | 1 969 | 4,79 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 163 487 | 71,83 | 4 553 | 75,93 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 313 460 | 113,40 | 8 561 | 114,21 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 518 | 14 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 70 728 | 4,81 | 1 970 | 7,24 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 8 425 671 | 4,94 | 234 655 | 7,41 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 33 975 | 12,09 | 946 | 14,81 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 666 | 19 | ||||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 7 260 | 202 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 3 891 438 | 2,87 | 108 377 | 5,29 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 420 | 0 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 12 652 | 20,61 | 353 | 23,86 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 52 784 | 9,71 | 1 470 | 12,30 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 30 918 | 691,55 | 861 | 712,26 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 2 248 | 0,31 | 63 | 1,64 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 105 539 | 1,13 | 2 939 | 3,52 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 563 449 | 1,96 | 15 692 | 4,36 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 637 515 | 603,01 | 17 755 | 619,66 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 1 532 | 7,43 | 43 | 10,53 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 264 710 | 7 372 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 8 898 | 248 | ||||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 36 080 | 0,41 | 1 005 | 2,76 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 62 929 | 7,23 | 1 753 | 9,77 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 615 116 | 7,15 | 17 131 | 9,67 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 116 986 | 82,04 | 3 258 | 86,38 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 7 510 | 209 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 5 199 | 0,06 | 145 | 2,13 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 2 286 | 64 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3 144 222 | 0,43 | 87 567 | 2,79 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 219 974 | 9,19 | 6 126 | 11,77 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 521 499 | 6,22 | 14 524 | 8,71 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 9 908 | 276 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 27 495 487 | 28,52 | 765 687 | 31,54 | ||||
| 2026-05-12 | 13F | Creative Planning | 2 169 172 | 2,24 | 60 411 | 4,64 | ||||
| 2026-05-08 | 13F | Allen Wealth Management, Llc | 962 107 | 4,70 | 26 795 | 7,16 | ||||
| 2026-05-08 | 13F | Bristlecone Value Partners, LLC | 375 200 | 4,10 | 10 449 | 6,56 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 411 084 | 1,14 | 11 449 | 3,52 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 9 370 273 | 2,07 | 260 962 | 4,48 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 29 575 | 0,19 | 824 | 2,49 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 150 000 | 4 178 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 121 637 | 172,91 | 3 388 | 179,46 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 11 165 | 10,09 | 311 | 12,73 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 28 094 | 0,64 | 782 | 3,03 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2 024 776 | 4,53 | 56 390 | 6,99 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 45 548 | 6,94 | 1 269 | 9,50 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 93 876 | 58,72 | 2 614 | 62,46 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 189 211 | 0,08 | 5 270 | 2,43 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 449 824 | 5,65 | 12 528 | 8,13 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 8 819 | 0,36 | 245 | 2,51 | ||||
| 2026-05-13 | 13F | Roger Wittlin Investment Advisory, LLC | 12 642 | 0,41 | 352 | 2,92 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 149 | 4 | ||||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 48 208 | 18,66 | 1 343 | 21,45 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 19 657 | 46,07 | 547 | 49,45 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 39 043 | 1 087 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 2 175 364 | 17,72 | 61 | 20,00 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 8 737 | 243 | ||||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 741 202 | 0,50 | 20 642 | 2,87 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 888 910 | 2,22 | 24 756 | 4,63 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2 224 | 63,77 | 62 | 69,44 | ||||
| 2026-05-12 | 13F | Channel Wealth Llc | 15 062 | 0,02 | 419 | 2,44 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 29 749 | 1,01 | 1 | |||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 29 031 | 3,50 | 809 | 5,90 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 308 870 | 15,23 | 8 602 | 17,95 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 19 602 | 0,05 | 546 | 2,25 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 22 961 | 4 232,26 | 639 | 4 464,29 | ||||
| 2026-04-10 | 13F | Novem Group | 223 227 | 32,12 | 6 217 | 35,22 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 28 407 | 3,72 | 791 | 6,17 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 19 102 | 45,35 | 532 | 49,02 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 21 231 | 2,04 | 591 | 4,42 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 37 967 | 1,34 | 1 057 | 3,73 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 21 374 | 1,04 | 595 | 3,48 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 1 138 243 | 2,52 | 31 700 | 4,93 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 180 450 | 10,90 | 5 026 | 13,51 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 20 441 | 11,83 | 569 | 14,49 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 13 457 | 2,91 | 375 | 5,35 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 927 402 | 4,55 | 27 386 | 10,65 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 6 622 443 | 28,49 | 184 435 | 31,51 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 18 410 | 0,77 | 513 | 3,02 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 35 801 | 42,71 | 997 | 40,62 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 111 013 | 1,87 | 3 098 | 4,49 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 381 483 | 10 624 | ||||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 1 608 | 0 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 870 | 24 | ||||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 207 036 | 2,38 | 5 766 | 4,78 | ||||
| 2026-04-28 | 13F | Strata Wealth Advisors, LLC | 594 200 | 7,25 | 16 548 | 9,77 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 140 123 | 32,77 | 3 902 | 35,91 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 1 421 | 0,35 | 40 | 2,63 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 372 | 10 | ||||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 6 932 | 201 | ||||||
| 2026-05-15 | 13F | Aufman Associates Inc | 678 694 | 18,11 | 18 902 | 20,89 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 4 671 904 | 0,11 | 130 113 | 2,47 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 11 325 | 4,45 | 315 | 6,78 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 1 316 | 161,11 | 37 | 176,92 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 19 327 | 538 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 9 989 | 0,02 | 278 | 2,58 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 28 906 | 805 | ||||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 481 843 | 7,88 | 13 | 8,33 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 15 191 | 25,89 | 423 | 28,96 | ||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 9 287 | 0,23 | 259 | 2,38 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 24 449 | 122,22 | 681 | 127,42 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 7 903 | 220 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 157 807 | 37,49 | 4 398 | 40,83 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 7 285 | 203 | ||||||
| 2026-05-08 | 13F | Urban Financial Advisory Corp | 1 078 214 | 35,77 | 30 028 | 38,97 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 544 387 | 22,05 | 15 161 | 24,93 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 316 570 | 5,37 | 8 816 | 7,85 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 81 804 | 1,22 | 2 278 | 3,64 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 12 071 | 336 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 10 839 | 5,20 | 302 | 7,50 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1 725 | 442,45 | 0 | |||||
| 2026-05-13 | 13F | Franklin Resources Inc | 15 199 | 4,14 | 423 | 6,55 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 84 475 | 5,19 | 2 299 | 8,81 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 217 446 | 3,54 | 6 056 | 5,97 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 585 044 | 20,57 | 16 293 | 23,41 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 548 912 | 42,19 | 15 287 | 45,54 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 100 547 | 0,10 | 2 800 | 2,45 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 1 842 | 50 | ||||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 84 288 | 7,52 | 2 347 | 10,03 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 3 393 | 9,59 | 94 | 11,90 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 20 039 | 1 209,74 | 558 | 1 260,98 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 14 212 | 0,16 | 396 | 2,33 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 83 755 | 5,82 | 2 123 | 6,26 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 48 046 | 6,60 | 1 338 | 9,14 | ||||
| 2026-05-08 | 13F | Equity Wealth Partners, LLC | 454 730 | 13,26 | 12 664 | 15,93 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 18 470 | 47,68 | 1 | |||||
| 2026-04-20 | 13F | White Pine Investment CO | 605 014 | 2,60 | 17 | 0,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 351 073 | 2,43 | 9 777 | 4,84 | ||||
| 2026-04-24 | 13F | Legend Financial Advisors, Inc. | 382 602 | 0,05 | 10 655 | 2,41 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 7 377 | 223 | ||||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 1 127 401 | 31 398 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 448 705 | 18,11 | 12 286 | 18,84 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 1 318 | 0,38 | 37 | 2,86 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 159 284 | 36,30 | 4 436 | 39,54 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 67 871 | 0,41 | 1 890 | 2,77 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 24 940 | 41,01 | 695 | 44,28 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 9 188 | 19,22 | 256 | 22,01 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 11 904 | 9,49 | 332 | 12,20 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 39 450 | 11,97 | 1 099 | 14,61 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 3 684 | 103 | ||||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 2 996 | 0,44 | 83 | 2,47 | ||||
| 2026-05-11 | 13F | Stillwater Wealth Management Group | 156 852 | 58,48 | 4 368 | 62,26 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 32 187 | 896 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 516 215 | 13,28 | 14 377 | 15,94 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 71 017 | 138,37 | 1 978 | 144,07 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 28 436 | 199,96 | 1 | |||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 780 | 22 | ||||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 46 642 | 1 299 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 89 157 | 0,82 | 2 483 | 6,80 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 97 047 | 2 703 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 10 690 | 0,44 | 298 | 2,77 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 44 479 | 157,03 | 1 239 | 163,40 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 25 364 | 1,57 | 706 | 3,98 | ||||
| 2026-04-16 | 13F | VVR Holdings LLC | 643 199 | 1,39 | 17 913 | 3,78 | ||||
| 2026-04-28 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 20 908 | 20,97 | 582 | 23,83 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 166 819 | 27,39 | 4 646 | 30,37 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1 011 | 28 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 11 235 | 1,76 | 313 | 4,00 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 8 480 | 0,04 | 236 | 2,61 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 688 232 | 4,73 | 19 167 | 7,19 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 16 667 | 464 | ||||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 704 | 20 | ||||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 1 500 003 | 1,40 | 41 775 | 3,78 | ||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 74 801 | 0,01 | 2 083 | 2,36 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 10 747 | 526 | ||||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 5 311 | 148 | ||||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 17 576 | 19,39 | 489 | 22,25 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 144 819 | 2,57 | 4 033 | 5,00 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 8 960 | 0,01 | 250 | 2,47 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 19 445 | 16,11 | 542 | 18,90 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 75 944 | 117,69 | 2 115 | 122,87 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 13 946 | 7,19 | 388 | 9,60 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 38 786 | 84,46 | 1 080 | 88,81 | ||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 370 631 | 4,74 | 10 322 | 7,21 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 238 448 | 3,56 | 6 641 | 6,00 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 13 617 | 4,82 | 379 | 7,37 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1 696 212 | 8,56 | 51 209 | 15,89 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 43 391 | 160,17 | 1 208 | 166,67 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 3 107 | 155 250,00 | 87 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 5 436 335 | 4,10 | 151 402 | 6,55 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 11 546 | 322 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 11 782 | 328 | ||||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 15 675 | 437 | ||||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 39 695 | 8,08 | 1 106 | 10,61 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 43 406 | 0,01 | 1 245 | 3,75 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 9 286 | 259 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 8 557 | 238 | ||||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 293 128 | 3,07 | 8 146 | 5,26 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 1 465 255 | 7,11 | 40 807 | 9,63 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 127 177 | 1 073,33 | 3 542 | 1 104,42 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 5 825 215 | 13,08 | 162 232 | 15,74 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 19 175 | 5,85 | 534 | 8,54 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 15 666 | 1,38 | 436 | 3,81 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 170 866 | 7,84 | 4 649 | 11,57 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 30 352 | 170,30 | 845 | 177,05 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 753 | 21 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 20 250 | 564 | ||||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 53 740 | 0,40 | 1 497 | 2,75 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 14 645 | 84,70 | 408 | 89,30 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 3 497 | 95 | ||||||
| 2026-05-12 | 13F | Jeter Robert S II | 8 604 | 261 | ||||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2 093 | 0,43 | 58 | 3,57 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 497 884 | 47,68 | 13 866 | 51,16 | ||||
| 2026-05-15 | 13F | Gross & Hartman Investments LLC | 301 018 | 6,90 | 8 383 | 9,42 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 60 409 | 0,43 | 1 686 | 3,06 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 415 305 | 17,86 | 11 566 | 20,64 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 18 121 | 3,83 | 505 | 6,33 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 68 413 | 2,08 | 1 905 | 4,50 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 159 235 | 3,56 | 4 435 | 6,00 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 121 403 | 15,25 | 3 381 | 17,97 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 361 | 10 | ||||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 5 988 | 167 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 649 070 | 22,56 | 18 077 | 25,44 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 13 571 | 0,19 | 378 | 2,45 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 65 555 | 0,10 | 1 826 | 2,47 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 151 966 | 6,71 | 4 232 | 9,24 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 382 404 | 26,18 | 10 650 | 29,14 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 49 343 | 7,85 | 1 374 | 10,45 | ||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 191 609 | 59,49 | 5 336 | 63,23 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 7 392 | 0,01 | 206 | 1,99 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 131 337 | 0,94 | 3 658 | 3,31 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 16 848 | 1,18 | 469 | 3,53 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 15 772 | 16,21 | 439 | 18,97 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 365 247 | 7,45 | 10 172 | 9,98 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 72 | 2 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 25 994 | 9,90 | 724 | 12,44 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 2 073 839 | 57 756 | ||||||
| 2026-05-12 | 13F | Hrc Wealth Management, Llc | 32 132 | 0,56 | 895 | 2,88 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 603 952 | 2,55 | 16 820 | 4,96 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 672 060 | 59,59 | 18 717 | 63,34 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 198 002 | 15,44 | 5 514 | 18,17 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 11 847 | 0,41 | 330 | 2,49 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 191 643 | 21,29 | 5 337 | 24,15 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 7 941 | 102,06 | 221 | 108,49 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 15 371 | 77,86 | 428 | 82,13 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 8 334 | 232 | ||||||
| 2026-05-15 | 13F | Destination Wealth Management | 21 872 | 12,79 | 609 | 15,56 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 12 454 472 | 50,20 | 346 857 | 53,74 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 24 777 | 5,94 | 690 | 8,49 | ||||
| 2026-05-12 | 13F | Kuhn & Co Investment Counsel | 45 507 | 8,69 | 1 267 | 11,24 | ||||
| 2026-04-27 | 13F | Burford Brothers, Inc. | 14 574 | 0,39 | 406 | 2,53 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 27 659 | 0,81 | 770 | 3,22 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 331 660 | 0,32 | 9 237 | 2,68 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 14 192 | 395 | ||||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 555 | 15 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 31 342 | 0,37 | 873 | 2,71 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 52 552 | 0,01 | 1 464 | 2,38 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 375 907 | 2,44 | 10 469 | 4,85 | ||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 105 806 | 4,45 | 2 947 | 6,89 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 9 624 | 13,76 | 268 | 16,52 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 12 650 | 16,40 | 352 | 19,32 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 26 350 | 9,56 | 734 | 12,08 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 120 471 | 1,64 | 3 355 | 111 733,33 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 89 522 | 2 493 | ||||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 959 | 26 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 26 102 | 10,94 | 727 | 13,44 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 41 338 | 65,29 | 1 151 | 69,26 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 268 | 7 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 1 105 098 | 20,52 | 30 777 | 23,36 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 24 442 | 0,11 | 1 | |||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 28 919 | 161,85 | 805 | 168,33 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 7 369 | 0,40 | 205 | 3,02 | ||||
| 2026-05-15 | 13F | MSA Advisors, LLC | 20 952 | 584 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 10 924 | 304 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 392 060 | 3,12 | 10 919 | 5,55 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 586 | 0,17 | 16 | 6,67 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 2 683 602 | 1,30 | 74 738 | 3,69 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 1 500 | 42 | ||||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 675 288 | 0,50 | 18 807 | 2,86 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 776 713 | 1,04 | 21 631 | 3,41 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 50 175 | 1,45 | 1 397 | 3,87 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 9 606 | 8,08 | 261 | 12,02 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 166 819 | 27,39 | 4 646 | 30,37 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 5 438 | 1,08 | 151 | 3,42 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 419 422 622 | 1,45 | 11 680 920 | 3,83 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 288 | 8 | ||||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 17 498 | 10,54 | 487 | 13,26 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 4 208 | 0,62 | 117 | 3,54 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 13 904 | 387 | ||||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 48 309 | 2,72 | 1 345 | 5,16 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 119 602 | 0,01 | 3 331 | 2,34 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 429 428 | 5,02 | 11 960 | 7,50 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 35 210 | 291,48 | 981 | 301,64 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 109 100 | 3 038 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 2 912 | 0,28 | 81 | 2,53 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 954 774 | 22,47 | 26 590 | 25,35 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 10 173 | 15,41 | 283 | 18,41 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 359 192 | 2,59 | 10 003 | 5,01 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 9 360 | 278 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 21 715 | 3,30 | 605 | 5,59 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 17 738 | 32,48 | 494 | 30,69 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 152 815 | 18,62 | 4 256 | 21,40 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 89 | 2 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 705 882 | 14,56 | 19 659 | 17,25 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 422 | 0,48 | 12 | 0,00 | ||||
| 2026-05-07 | 13F | Next Capital Management LLC | 128 008 | 6,46 | 3 565 | 8,99 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 1 914 777 | 4,97 | 53 327 | 7,44 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 409 100 | 0,00 | 11 393 | 2,35 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 32 285 | 36,97 | 878 | −39,82 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 7 301 | 203 | ||||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 3 987 | 111 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 87 404 | 120,16 | 2 434 | 125,37 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 394 397 | 17,37 | 10 984 | 20,12 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 26 725 | 0,37 | 744 | 2,76 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 35 995 | 182,31 | 1 002 | 189,60 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 61 975 | 39,53 | 1 726 | 42,80 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 8 720 | 0 | ||||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 3 375 | 94 | ||||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 7 727 | 0,19 | 215 | 2,87 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 742 041 | 3,70 | 20 666 | 6,14 | ||||
| 2026-04-27 | 13F | Directional Asset Management | 56 296 | 0,40 | 1 568 | 2,75 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 37 643 | 1 048 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 150 800 | 0,57 | 4 103 | 0,59 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 961 046 | 3,72 | 26 765 | 6,16 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 23 542 | 10,24 | 656 | 12,74 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 21 753 | 2,90 | 606 | 5,22 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 40 300 | 49,84 | 1 122 | 53,49 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 127 507 | 5,42 | 3 551 | 7,90 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 3 369 | 102 | ||||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 236 154 | 2,92 | 6 577 | 5,33 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 14 858 | 0,36 | 414 | 2,74 | ||||
| 2026-05-07 | 13F | First National Trust Co | 20 860 | 581 | ||||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 7 826 | 0,36 | 218 | 2,36 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 17 403 | 0,03 | 485 | 2,33 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 273 605 | 11,53 | 7 620 | 14,14 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 57 862 | 1,31 | 1 611 | 3,67 | ||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 228 266 | 0,16 | 6 357 | 2,52 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 13 916 | 84,34 | 388 | 88,78 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 602 | 0,33 | 17 | 0,00 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 701 | 20 | ||||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 346 925 | 4,11 | 9 662 | 6,56 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 1 278 | 36 | ||||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 22 411 | 14,21 | 624 | 17,07 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 24 691 | 4,61 | 688 | 7,01 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 7 924 | 0,41 | 221 | 2,80 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 377 494 | 4,77 | 11 | 11,11 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 12 861 | 358 | ||||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 1 092 | 30 | ||||||
| 2026-05-01 | 13F | Platt Wealth Management LLC | 36 443 | 10,50 | 1 | |||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 734 136 | 4,05 | 20 446 | 6,50 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 327 868 | 4,49 | 9 131 | 6,96 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 2 371 188 | 0,63 | 66 038 | 2,99 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 10 225 | 9,29 | 285 | 11,81 | ||||
| 2026-05-04 | 13F | Wealth Forward, LLC | 561 949 | 2,46 | 15 650 | 4,86 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 65 072 | 10,13 | 1 812 | 12,76 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 13 482 | 1,64 | 375 | 4,17 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 12 412 | 1,95 | 346 | 4,23 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 53 703 | 153,94 | 1 496 | 160,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 2 629 717 | 4,00 | 73 238 | 6,44 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 6 979 | 103,35 | 190 | 133,33 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 30 650 | 1,31 | 854 | 3,65 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 1 006 825 | 23,98 | 28 040 | 26,90 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 14 600 | 0,23 | 407 | 2,53 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 22 545 | 0,23 | 628 | 2,45 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 8 640 | 0,41 | 241 | 2,56 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 14 288 | 398 | ||||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 494 636 | 7,82 | 13 776 | 10,35 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 149 389 | 27,14 | 4 065 | 31,52 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 2 494 669 | 1,33 | 69 477 | 3,72 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 60 896 | 17,28 | 1 696 | 20,04 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 14 161 | 0,32 | 394 | 2,60 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 3 218 779 | 3,51 | 89 643 | 5,94 | ||||
| 2026-04-09 | 13F | Yanni & Associates Investment Advisors, LLC | 171 751 | 2,18 | 4 783 | 4,59 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 25 449 | 169,53 | 709 | 176,56 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 645 | 19 | ||||||
| 2026-05-12 | 13F | Safe Harbor Family Capital, LLC | 145 345 | 15,22 | 4 048 | 17,92 |
