Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Core MSCI International Developed Markets ETF inkluderar Richard Bernstein Advisors LLC, ESL Trust Services, LLC, Cambridge Associates Llc /ma/ /adv, Ausdal Financial Partners, Inc., ARGI Investment Services, LLC, Stark Wealth Management LLC, Wright Fund Managment, LLC, Mount Yale Investment Advisors, LLC, Vertex Planning Partners, LLC, Atria Investments Llc, Brown Advisory Inc, Evolve Private Wealth, Llc, Purkiss Capital Advisors LLC, Argent Trust Co, Ehrlich Financial Group, Sanchez Gaunt Capital Management, LLC, My Purposeful Wealth Corp., Collaborative Fund Advisors, LLC, E-Wealth Partners, LLC, och ASB Consultores, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 175 025 | 6,52 | 14 627 | 7,93 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 74 339 | 279,44 | 6 213 | 272,20 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 7 472 | 1,36 | 624 | 2,63 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 835 423 | 23,63 | 153 386 | 25,26 | ||||
| 2026-04-09 | 13F | Avenue 1 Advisors, LLC | 419 077 | 6,46 | 35 022 | 7,87 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 46 671 | 919,24 | 4 024 | 937,11 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 167 203 | 173,98 | 13 791 | 174,01 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 3 000 | 251 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 4 122 | 344 | ||||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 12 159 | 1 067 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 489 301 | 2,54 | 40 891 | 3,89 | ||||
| 2026-04-15 | 13F | Tribridge Partners Financial LLC | 14 021 | 1,00 | 1 183 | 3,32 | ||||
| 2026-05-11 | 13F | Rock Creek Group, LP | 606 193 | 5,87 | 50 660 | 7,26 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 19 695 | 18,03 | 1 646 | 19,55 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 101 566 | 8 488 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 63 | 5 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1 042 | 15,78 | 87 | 17,57 | ||||
| 2026-04-17 | 13F | Kaufman Rossin Wealth, LLC | 90 359 | 4,74 | 7 551 | 6,13 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 27 736 | 2 318 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 39 041 | 28,42 | 3 263 | 30,12 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 11 786 | 985 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 71 061 | 0,04 | 5 939 | 1,37 | ||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 52 672 | 24,59 | 4 | 33,33 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 8 | 1 | ||||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 3 684 | 7,44 | 308 | 8,48 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 158 079 | 2,07 | 13 211 | 3,42 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 6 836 | 6,07 | 571 | 7,53 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 29 378 | 3,70 | 2 455 | 5,09 | ||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 564 751 | 47 196 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 908 | 76 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 31 487 | 29,41 | 2 597 | 33,18 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 4 880 | 408 | ||||||
| 2026-04-24 | 13F | Squire Investment Management Company, LLC | 191 163 | 10,39 | 15 975 | 11,85 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 5 503 | 0,35 | 460 | 1,55 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 937 195 | 0,47 | 78 317 | 1,78 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 127 711 | 7,00 | 10 710 | 8,79 | ||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 2 917 | 244 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2 019 870 | 6,16 | 168 801 | 7,56 | ||||
| 2026-04-09 | 13F | Epiq Partners, Llc | 3 065 | 256 | ||||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 36 574 | 3 056 | ||||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 186 | 16 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 313 226 | 4,51 | 27 445 | 11,02 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 301 018 | 5,68 | 25 156 | 7,08 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 2 382 | 199 | ||||||
| 2026-04-02 | 13F | MJT & Associates Financial Advisory Group, Inc. | 62 977 | 25,16 | 5 263 | 26,80 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 3 364 | 281 | ||||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 99 681 | 4,41 | 8 330 | 2,33 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 28 149 | 1 883,72 | 2 352 | 1 910,26 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 3 278 313 | 1,75 | 270 395 | 4,68 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 9 346 | 781 | ||||||
| 2026-04-20 | 13F | MBA Advisors LLC | 95 511 | 4,97 | 7 982 | 6,36 | ||||
| 2026-04-30 | 13F | Corrado Advisors, Llc | 7 233 | 8,80 | 604 | 10,22 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 21 646 | 94,75 | 1 809 | 97,38 | ||||
| 2026-04-22 | 13F | J. Team Financial, Inc. | 7 993 | 12,70 | 668 | 14,21 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 37 136 | 2 251,87 | 3 063 | 2 330,16 | ||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 16 994 | 88,42 | 1 420 | 91,12 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 381 | 32 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 34 279 | 87,67 | 2 865 | 90,17 | ||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 6 969 | 3,77 | 582 | 5,24 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 91 986 | 0,14 | 7 687 | 1,47 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 10 004 | 1,18 | 836 | 2,58 | ||||
| 2026-04-07 | 13F | Eastern Bank | 334 | 475,86 | 28 | 575,00 | ||||
| 2026-02-04 | 13F | VanderPol Investments L.L.C. | 28 290 | 4,37 | 2 333 | 5,90 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 88 353 | 387,14 | 7 384 | 393,85 | ||||
| 2026-05-12 | 13F | Tannin Capital LLC | 3 999 | 334 | ||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 3 642 | 1,59 | 304 | 3,05 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 36 166 | 105,86 | 3 017 | 108,21 | ||||
| 2026-05-15 | 13F | Connors Investor Services Inc | 6 940 | 580 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 668 | 0,45 | 56 | 1,85 | ||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 9 620 | 804 | ||||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 86 068 | 19,45 | 7 193 | 21,04 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 437 | 37 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 3 202 | 450,17 | 285 | 491,67 | ||||
| 2026-04-22 | 13F | Motco | 2 078 | 174 | ||||||
| 2026-04-27 | 13F | NorthLanding Financial Partners, LLC | 4 088 | 0,44 | 342 | 1,79 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 24 745 | 2 068 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 679 524 | 1,96 | 56 774 | 3,28 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 78 837 | 867,68 | 6 588 | 881,82 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 121 474 | 218,55 | 10 152 | 222,77 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 3 399 | 18,56 | 284 | 20,34 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 3 153 | 23,21 | 263 | 24,64 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 3 178 | 266 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 166 486 | 9,63 | 97 483 | 11,08 | ||||
| 2026-05-13 | 13F | Syon Capital Llc | 3 790 | 317 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 15 287 | 11,67 | 1 346 | 14,27 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 4 628 401 | 4,41 | 374 947 | 2,55 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 12 053 | 4,13 | 1 007 | 5,56 | ||||
| 2026-04-27 | 13F | Hi-Line Capital Management, LLC | 395 579 | 26,64 | 33 059 | 28,31 | ||||
| 2026-05-13 | 13F | Alliance Private Wealth, LLC | 153 687 | 1,77 | 12 844 | −2,28 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 5 562 808 | 23,28 | 464 884 | 24,91 | ||||
| 2026-05-14 | 13F | Betterment LLC | 14 868 | 10,90 | 1 | 0,00 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 2 650 | 221 | ||||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 8 689 | 726 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 7 729 | 6,71 | 646 | 8,04 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 14 187 | 1 186 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 119 419 | 3,54 | 9 980 | 4,91 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 12 146 738 | 4,47 | 1 001 858 | 7,48 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 3 016 | 268 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 30 199 | 15,73 | 2 524 | 17,24 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 17 161 | 20,18 | 1 434 | 21,84 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 3 779 896 | 5,78 | 315 621 | 7,09 | ||||
| 2026-04-14 | 13F | Family Wealth Partners, Llc | 137 539 | 14,06 | 11 490 | 15,52 | ||||
| 2026-04-10 | 13F | Green Ridge Wealth Planning LLC | 122 277 | 4,15 | 10 219 | 5,53 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 137 539 | 11 490 | ||||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 12 300 | 5,72 | 1 028 | 7,09 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 4 094 | 342 | ||||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 3 708 | 37,13 | 310 | 31,49 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 137 | 11 | ||||||
| 2026-04-24 | 13F | Mann Financial Group, Inc. | 14 843 | 59,64 | 1 240 | 61,88 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 31 950 | 3,08 | 2 635 | 6,08 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1 265 | 572,87 | 106 | 600,00 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 3 294 618 | 15 141,57 | 275 331 | 15 350,67 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 40 947 | 996,60 | 3 422 | 1 014,33 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 35 276 | 3 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 34 381 | 557,63 | 2 836 | 687,50 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 27 694 | 21,07 | 2 314 | 22,69 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 2 759 | 231 | ||||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 267 895 | 9,92 | 22 388 | 11,37 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 66 | 6 | ||||||
| 2026-04-14 | 13F | Rf&l Wealth Management, Llc | 31 107 | 0,09 | 2 600 | 1,40 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 147 235 | 6,01 | 12 304 | 7,41 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 81 373 | 9,66 | 6 800 | 11,11 | ||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 113 746 | 1 817,82 | 9 506 | 1 843,76 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 3 516 695 | 3,21 | 290 057 | 6,19 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 617 | 60,68 | 0 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 366 623 | 160,77 | 30 639 | 164,21 | ||||
| 2026-05-04 | 13F | Cogent Strategic Wealth Llc | 6 393 | 7,21 | 534 | 4,30 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 44 270 | 3 700 | ||||||
| 2026-05-12 | 13F | Prism Planning Partners LLC | 123 615 | 1,57 | 10 330 | 2,92 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 4 064 751 | 5,37 | 339 691 | 6,76 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 221 475 | 18 509 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 29 795 | 35,90 | 2 490 | 37,67 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 424 183 | 5,55 | 35 449 | 6,94 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 2 896 | 4,17 | 242 | 5,68 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 55 | 5 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 23 536 | 19,75 | 2 | 0,00 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 10 307 | 835 | ||||||
| 2026-04-30 | 13F | Arista Wealth Management, LLC | 20 806 | 1,13 | 1 739 | 2,48 | ||||
| 2026-04-16 | 13F | CogentBlue Wealth Advisors, LLC | 83 039 | 1,06 | 6 940 | 2,39 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 3 053 125 | 1 299 102,13 | 255 150 | 1 342 789,47 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 6 180 | 22,11 | 524 | 21,30 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 278 399 | 10,34 | 23 266 | 11,79 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 64 | 5 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 28 342 | 26,64 | 2 369 | 28,35 | ||||
| 2026-05-15 | 13F | Colter Lewis Investment Partners LLC | 3 818 | 44,18 | 319 | 46,33 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 2 395 | 200 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 21 091 | 143,91 | 1 763 | 147,12 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 2 471 | 207 | ||||||
| 2026-04-14 | 13F | BSW Wealth Partners | 342 034 | 0,40 | 28 584 | 1,73 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 910 | 76 | ||||||
| 2026-05-14 | 13F | Bank Of Korea | 14 003 997 | 84,07 | 1 170 314 | 86,50 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1 727 | 144 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1 951 | 12,58 | 163 | 14,79 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 11 531 | 1,08 | 964 | 2,45 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 2 552 | 213 | ||||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 4 317 | 39,21 | 361 | 41,18 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 30 389 | 2 540 | ||||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 43 711 | 8,29 | 3 653 | 9,70 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 34 228 | 7,72 | 2 860 | 9,16 | ||||
| 2026-05-13 | 13F | Cambridge Associates Llc /ma/ /adv | 240 714 | 20 116 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 3 109 957 | 10,69 | 259 899 | 12,15 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 1 862 | 156 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 13 293 015 | 10,04 | 1 110 897 | 11,49 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 624 | 267,06 | 52 | 271,43 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 3 000 | 251 | ||||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 2 220 | 186 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 26 109 | 11,07 | 2 182 | 12,54 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 2 410 | 201 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 13 961 | 11,68 | 1 167 | 13,09 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 1 493 767 | 0,81 | 123 206 | 3,71 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 34 614 | 46,50 | 2 893 | 48,46 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 1 668 425 | 2,31 | 139 430 | 3,66 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 1 281 026 | 918,34 | 107 055 | 931,86 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 8 809 | 51,20 | 736 | 53,33 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 13 186 | 9,16 | 1 102 | 10,54 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 80 895 | 6 760 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 135 942 | 245,39 | 11 361 | 249,97 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 36 | 3 | ||||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 46 907 | 13,03 | 3 920 | 14,55 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 15 | 1 | ||||||
| 2026-05-11 | 13F | Arrow Financial Corp | 558 240 | 2,19 | 46 652 | 3,54 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 1 037 | 6,69 | 87 | 7,50 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 898 464 | 29,15 | 75 084 | 30,85 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 9 686 | 88,00 | 809 | 90,80 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 2 975 | 14,25 | 249 | 15,89 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 55 478 | 8,48 | 4 636 | 9,91 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 49 765 | 24,83 | 4 159 | 26,46 | ||||
| 2026-04-20 | 13F | Peirce Capital Management, LLC | 178 493 | 0,66 | 14 917 | 1,99 | ||||
| 2026-04-20 | 13F | Brandywine Oak Private Wealth Llc | 5 031 | 420 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 26 403 | 111,75 | 2 240 | 117,80 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 55 | 5 | ||||||
| 2026-05-12 | 13F | Aspiriant, Llc | 110 712 | 7,77 | 9 252 | 9,21 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 22 129 | 16,81 | 1 849 | 18,37 | ||||
| 2026-04-28 | 13F | Collaborative Fund Advisors, LLC | 18 589 | 1 553 | ||||||
| 2026-04-08 | 13F | Gainplan LLC | 11 722 | 6,74 | 980 | 8,18 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 2 805 | 234 | ||||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 12 512 | 11,73 | 1 046 | 13,22 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1 072 | 214,37 | 90 | 217,86 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 1 210 | 365,38 | 101 | 380,95 | ||||
| 2026-05-15 | 13F | Peterson Wealth Management | 1 367 | 114 | ||||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 22 497 | 0,40 | 1 880 | 1,73 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 606 254 | 6,42 | 50 004 | 111 017,78 | ||||
| 2026-05-12 | 13F | Creative Planning | 19 092 951 | 8,76 | 1 595 598 | 10,19 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 103 493 | 15,54 | 8 649 | 17,05 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 11 829 | 3,12 | 1 | |||||
| 2026-05-13 | 13F | Aureus Asset Management, LLC | 7 909 | 661 | ||||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 26 069 | 2 179 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 3 181 | 266 | ||||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 3 349 | 2,42 | 280 | 3,72 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 82 | 47,27 | ||||||
| 2026-05-01 | 13F | Midwest Trust Co | 73 271 | 0,05 | 6 123 | 1,37 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 20 668 | 1 727 | ||||||
| 2026-04-21 | 13F | E&G Advisors, LP | 20 977 | 2,60 | 1 753 | 3,97 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 86 123 | 36,82 | 7 197 | 38,64 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 2 725 | 228 | ||||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 30 058 | 2 512 | ||||||
| 2026-05-01 | 13F | Granite Bay Wealth Management, LLC | 47 673 | 3,47 | 3 985 | 4,84 | ||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 7 162 | 57,37 | 599 | 59,47 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 11 | 1 | ||||||
| 2026-05-11 | 13F | Elevate Wealth Advisory, Inc | 66 063 | 3,18 | 5 521 | 4,53 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 4 290 | 2,29 | 359 | 3,77 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 54 858 | 0,31 | 4 584 | 1,64 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 43 629 | 63,85 | 3 646 | 66,03 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 41 | 13,89 | 3 | 50,00 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 7 334 | 613 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 2 046 | 196,95 | 171 | 205,36 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 79 723 | 62,39 | 6 662 | 64,53 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 940 | 19,75 | 79 | 21,88 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 210 267 | 37,65 | 17 572 | 39,46 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 8 082 | 110,30 | 667 | 116,23 | ||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 247 915 | 2,79 | 22 005 | 10,62 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 1 624 893 | 1,36 | 135 792 | 2,70 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 36 339 | 10,29 | 3 037 | 11,74 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 13 142 459 | 57,47 | 1 098 972 | 60,51 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1 815 864 | 26,65 | 151 752 | 28,32 | ||||
| 2026-04-22 | 13F | BluePath Capital Management, LLC | 2 537 | 212 | ||||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 28 072 | 10,33 | 2 346 | 11,77 | ||||
| 2026-04-27 | 13F | Bulltick Wealth Management, LLC | 7 123 | 595 | ||||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 8 029 | 671 | ||||||
| 2026-04-13 | 13F | Arwa Llc | 9 685 | 27,82 | 849 | 35,90 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 217 934 | 272,77 | 18 213 | 277,69 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 19 737 | 1,70 | 1 649 | 3,06 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 19 039 | 1 591 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 41 251 | 7,00 | 3 447 | 114 800,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 157 141 | 4,08 | 13 132 | 5,45 | ||||
| 2026-05-15 | 13F | Compass Wealth Management, LLC/GA | 75 228 | 2,02 | 6 287 | 3,37 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 7 | 1 | ||||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 142 | 12 | ||||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 213 030 | 2,71 | 17 803 | 4,07 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 67 590 | 8,67 | 5 648 | 10,12 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 40 | 5,26 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 41 205 | 3 | ||||||
| 2026-05-15 | 13F | Investment Counsel Co Of Nevada | 176 | 15 | ||||||
| 2026-04-22 | 13F | Norris Perne & French Llp/mi | 119 062 | 4,58 | 9 950 | 5,96 | ||||
| 2026-05-14 | 13F | Providence Capital Advisors, LLC | 8 | 1 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 10 924 | 9,69 | 913 | 10,55 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 6 178 128 | 516 307 | ||||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 447 091 | 3,80 | 37 363 | 5,17 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 2 755 | 2,45 | 230 | 4,07 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 178 535 | 15 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 13 731 | 0,31 | 1 147 | 1,59 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 6 303 | 51,51 | 527 | 53,35 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 4 645 | 36,62 | 388 | 38,57 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 4 091 | 1,01 | 0 | |||||
| 2026-04-28 | 13F | Fundamentun, Llc | 11 132 | 21,90 | 930 | 23,51 | ||||
| 2026-05-15 | 13F | ARGI Investment Services, LLC | 182 623 | 15 262 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 661 077 | 4 085,09 | 55 246 | 4 143,16 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 3 124 | 261 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 1 714 721 | 2,15 | 143 299 | 3,50 | ||||
| 2026-05-13 | 13F | E-Wealth Partners, LLC | 13 810 | 1 139 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 6 970 | 0,07 | 582 | 1,39 | ||||
| 2026-05-01 | 13F | Mueller Wealth, LLC | 242 742 | 393,62 | 20 286 | 400,12 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 17 969 | 14,64 | 1 524 | 17,88 | ||||
| 2026-05-15 | 13F | Kentucky Farm Bureau Mutual Insurance Co | 0 | 0 | ||||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 182 588 | 11 771 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 5 458 824 | 57,00 | 456 194 | 59,07 | ||||
| 2026-05-11 | 13F | Kondo Wealth Advisors, Inc. | 277 303 | 1,35 | 23 174 | 2,69 | ||||
| 2026-04-29 | 13F | LTS Liquid Investments LLC | 77 767 | 1,30 | 6 499 | 2,64 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 40 039 | 3,91 | 3 346 | 5,29 | ||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 246 173 | 3,09 | 20 573 | 4,45 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 2 698 | 225 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 371 900 | 14,47 | 31 | 19,23 | ||||
| 2026-06-01 | 13F | Flagship Wealth Advisors, Llc | 4 933 | 57,15 | 375 | 45,35 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 23 318 | 2,36 | 1 949 | −0,92 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 154 501 | 54,17 | 13 | 50,00 | ||||
| 2026-04-15 | 13F | Brady Martz Wealth Solutions, LLC | 128 377 | 8,67 | 10 728 | 10,11 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 351 | 29 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 657 329 | 5,70 | 54 933 | 7,09 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 744 | 18,85 | 62 | 21,57 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 5 697 125 | 32,61 | 476 109 | 34,36 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 225 035 | 9,51 | 18 806 | 10,96 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 1 464 742 | 20,02 | 122 409 | 21,61 | ||||
| 2026-04-17 | 13F | Berman McAleer LLC | 11 672 | 3,29 | 975 | 4,61 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 10 011 | 32,67 | 837 | 34,41 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 64 678 | 5 405 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 11 084 | 15 511,27 | 926 | 18 420,00 | ||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 8 531 | 62,56 | 713 | 64,81 | ||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 4 724 | 17,86 | 395 | 19,39 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 32 034 | 1,63 | 2 677 | 3,00 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 139 557 | 6,77 | 12 337 | 14,42 | ||||
| 2026-04-27 | 13F | F&V Capital Management, LLC | 17 920 | 4,73 | 1 | 0,00 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 29 120 | 46,69 | 2 434 | 48,63 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 11 273 | 27,23 | 942 | 29,04 | ||||
| 2026-04-17 | 13F | Boston Private Wealth Llc | 6 142 | 513 | ||||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 762 690 | 2,83 | 63 738 | 4,19 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 55 962 | 1,79 | 4 677 | 3,13 | ||||
| 2026-05-08 | 13F | Altiora Financial Group, LLC | 6 180 | 516 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 31 932 | 49,92 | 2 669 | 56,11 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 4 355 | 2,54 | 364 | 3,71 | ||||
| 2026-04-23 | 13F | Ironwood Wealth Management, LLC. | 13 005 | 189,97 | 1 087 | 194,31 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 7 431 | 9,76 | 621 | 11,29 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 5 872 | 1,73 | 491 | 2,94 | ||||
| 2026-04-24 | 13F | Abacus Wealth Partners, LLC | 2 775 | 232 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 7 292 | 137,06 | 609 | 140,71 | ||||
| 2026-05-08 | 13F | Allegiance Financial Group Advisory Services LLC | 244 628 | 6,02 | 20 439 | 7,40 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1 721 | 144 | ||||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 37 370 | 11,78 | 3 123 | 13,24 | ||||
| 2026-05-01 | 13F | Heritage Investment Group, Inc. | 157 979 | 2,60 | 13 202 | 3,96 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 8 414 | 9,83 | 703 | 11,41 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 16 561 195 | 38,57 | 1 384 019 | 40,40 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 12 989 | 1,44 | 1 085 | 2,75 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 5 995 | 40,86 | 501 | 42,74 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 3 594 | 2,86 | 300 | 4,17 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 18 225 | 4,16 | 1 523 | 5,54 | ||||
| 2026-05-14 | 13F | ASB Consultores, LLC | 13 182 | 1 161 | ||||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 16 | 1 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 25 073 469 | 24,46 | 2 095 390 | 26,11 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 9 088 | 22,08 | 759 | 27,35 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 308 | 26 | ||||||
| 2026-04-23 | 13F | BXM Wealth LLC | 20 418 | 0,03 | 1 706 | 1,37 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 200 | 17 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 653 949 | 9,95 | 54 651 | 11,40 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 1 290 231 | 2,29 | 107 825 | 3,64 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 187 032 | 9,72 | 15 630 | 11,17 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 359 | 113,69 | 30 | 130,77 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 192 740 | 2,70 | 16 107 | 4,06 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 11 186 | 237,44 | 904 | 231,14 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 38 181 | 186,11 | 3 161 | 187,36 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 31 594 | 531,50 | 2 680 | 550,49 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 488 968 | 1,84 | 40 863 | 3,18 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 164 761 | 151,31 | 13 769 | 154,65 | ||||
| 2026-05-11 | 13F | Prudent Investors Network | 370 656 | 6,67 | 30 976 | 8,08 | ||||
| 2026-05-14 | 13F | Main Management ETF Advisors, LLC | 926 308 | 14,45 | 77 | 16,67 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 16 286 | 227,16 | 1 361 | 231,95 | ||||
| 2026-05-07 | 13F | Dravo Bay Llc | 80 891 | 2,78 | 6 760 | 4,14 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 267 257 | 3,13 | 22 335 | 4,49 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 115 313 | 194,74 | 9 637 | 198,70 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 244 510 | 5,90 | 20 434 | 7,29 | ||||
| 2026-05-05 | 13F | PFG Advisors | 9 883 | 15,97 | 826 | 17,52 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 523 253 | 19,21 | 45 879 | 26,73 | ||||
| 2026-04-10 | 13F | Oak Root LLC | 221 516 | 25,02 | 18 512 | 26,67 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 5 777 | 13,30 | 483 | 14,76 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 17 348 | 5 063,10 | 1 450 | 5 266,67 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 15 000 | 1 254 | ||||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 3 743 | 313 | ||||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 4 636 | 387 | ||||||
| 2026-04-09 | 13F | Life Line Wealth Management Llc | 4 555 | 1,18 | 381 | 2,43 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 217 366 | 8,02 | 18 165 | 9,45 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 29 | 480,00 | 2 | |||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 3 719 | 311 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 34 412 | 1,61 | 2 876 | 5,43 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 3 887 | 325 | ||||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 11 585 | 2,40 | 968 | 3,75 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 70 500 | 9,81 | 5 892 | 11,26 | ||||
| 2026-05-15 | 13F | New England Asset Management Inc | 440 960 | 4,84 | 36 851 | 6,23 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 289 | 117,29 | 24 | 140,00 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 116 384 | 14,80 | 9 726 | 16,33 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 55 | 5 | ||||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 58 877 | 12,83 | 4 920 | 14,34 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 163 466 | 21,14 | 13 661 | 22,74 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 206 710 | 87,27 | 17 275 | 89,74 | ||||
| 2026-05-15 | 13F | Eight 31 Financial Llc | 80 110 | 1,59 | 6 695 | 2,92 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 279 919 | 24,72 | 23 393 | 26,37 | ||||
| 2026-04-28 | 13F | K2 Financial Inc. | 21 722 | 1,55 | 1 912 | 6,22 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 7 596 | 4,82 | 635 | 6,20 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 15 185 | 31,27 | 1 269 | 33,02 | ||||
| 2026-04-10 | 13F | Claris Advisors, Llc / Mo / | 41 915 | 2,02 | 3 503 | 3,36 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 5 961 | 23,24 | 498 | 25,13 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 16 698 | 19,19 | 1 395 | 20,78 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 2 760 114 | 25,92 | 231 | 27,78 | ||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 159 555 | 175,44 | 13 334 | 179,13 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 5 384 | 18,25 | 444 | 21,64 | ||||
| 2026-04-20 | 13F | Crane Advisory, LLC | 178 638 | 14,39 | 15 856 | 18,87 | ||||
| 2026-04-29 | 13F | Jackson Thornton Asset Management, Llc | 36 317 | 119,58 | 3 190 | 128,67 | ||||
| 2026-04-16 | 13F | Friday Financial | 146 666 | 1,01 | 12 257 | 2,34 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 258 999 | 5,77 | 21 645 | 7,17 | ||||
| 2026-06-03 | 13F/A | Wealthquest Corp | 152 289 | 12,94 | 12 727 | 14,43 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 12 | 1 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2 966 | 13,77 | 248 | 14,88 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 25 077 | 3,81 | 2 096 | 5,17 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 110 966 | 10,64 | 9 273 | 12,10 | ||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 23 355 | 21,49 | 1 952 | 23,09 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 5 221 | 436 |
