Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF inkluderar Cornerstone Wealth, LLC/TN, Madson Wealth Advisors Inc, Asset One Wealth Management LLC, Hrt Financial Lp, Heirloom Wealth Management, NewEdge Wealth, LLC, Magnolia Capital Advisors Llc, Skopos Labs, Inc., Archer Investment Management, LLC, Aprio Wealth Management, LLC, Fisher Asset Management, LLC, BTG Pactual Asset Management US LLC, Independent Advisor Alliance, Mainstay Capital Management Llc /adv, Fifth Third Wealth Advisors LLC, Arwa Llc, Midwest Trust Co, Hancock Whitney Corp, Bessemer Group Inc, och Catalyst Financial Partners 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Valley National Advisers Inc | 43 033 | 2,18 | 3 | 0,00 | ||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 187 568 | 8,39 | 11 502 | 5,20 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 964 | 59 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 1 290 | 118,27 | 79 | |||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 6 296 | 386 | ||||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 9 143 | 12,82 | 561 | 9,38 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 55 392 | 4,82 | 3 397 | 1,74 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 580 418 | 9,84 | 35 591 | 6,60 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 79 654 | 1,37 | 5 | 0,00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 156 302 | 0,95 | 9 584 | −2,01 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 950 226 | 27,95 | 58 268 | 24,18 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 197 028 | 6,22 | 12 082 | 3,10 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 621 176 | 2,97 | 38 091 | −0,06 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 60 232 | 3,49 | 3 693 | −1,55 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 38 | 2 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 136 379 | 4,46 | 8 364 | 1,39 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 323 966 | 3,37 | 19 866 | 0,33 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 167 437 | 96,99 | 10 267 | 91,19 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 57 009 | 8,61 | 3 614 | 8,96 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 3 340 | 205 | ||||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 604 | 41 | ||||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 3 432 | 9,23 | 210 | 5,00 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 2 967 077 | 0,94 | 181 941 | −2,03 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 71 254 | 2,72 | 4 369 | −2,52 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 7 780 | 477 | ||||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 79 231 | 4,60 | 4 858 | 1,53 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 170 851 | 3,16 | 10 477 | 0,12 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 14 857 | 911 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1 152 | 2,49 | 71 | −1,41 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 15 792 | 55,42 | 968 | 51,01 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 11 046 | 28,34 | 677 | 24,68 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 78 421 | 7,57 | 4 809 | 4,41 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 4 381 | 291 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 559 839 | 8,64 | 35 370 | 8,64 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 13 477 | 7,66 | 826 | 4,96 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 196 293 | 4,95 | 12 037 | 1,85 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 3 994 | 0,03 | 245 | −4,31 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 5 938 | 364 | ||||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 22 918 | 1 405 | ||||||
| 2026-05-06 | 13F | Spectrum Wealth Advisory Group, LLC | 534 396 | 0,86 | 32 769 | −2,11 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 77 540 | 94,45 | 4 755 | 88,73 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 92 546 | 114,53 | 5 675 | 104,17 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 35 012 | 33,69 | 2 147 | 29,75 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 135 353 | 1,55 | 8 300 | −1,44 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 1 245 124 | 2,87 | 76 351 | −0,18 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 45 267 | 0,14 | 2 776 | −2,80 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 118 802 | 7 783 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 53 101 | 16,11 | 3 256 | 12,70 | ||||
| 2026-04-13 | 13F | Arwa Llc | 5 800 | 368 | ||||||
| 2026-04-29 | 13F | Navalign, LLC | 130 438 | 7,94 | 7 998 | 4,77 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 2 290 | 0,26 | 140 | −2,78 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 4 292 | 0 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 10 175 | 3,55 | 624 | −0,32 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1 368 506 | 4 153,45 | 86 462 | 4 173,90 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 42 191 | 2 772 | ||||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 270 353 | 3,83 | 16 577 | 0,77 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 892 652 | 0,53 | 55 | −3,57 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 94 967 | 1,01 | 5 823 | −1,97 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 143 068 | 7,00 | 9 039 | 7,47 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 156 626 | 8,87 | 9 604 | 5,67 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 865 784 | 15,33 | 53 090 | 11,94 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 52 000 | 2,49 | 3 189 | −0,53 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 17 265 | 1 059 | ||||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 611 | 0,33 | 37 | −2,63 | ||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 6 250 | 0,29 | 383 | −2,54 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 63 242 | 4 | ||||||
| 2026-05-11 | 13F | TD Capital Management LLC | 58 307 | 2,79 | 3 575 | −0,22 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 81 449 | 1,05 | 4 994 | −1,92 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 16 936 | 0,33 | 1 038 | −2,63 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 20 919 | 24,76 | 1 283 | 22,45 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 27 046 | 2,43 | 1 658 | −0,60 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 9 694 | 594 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 122 103 | 922,12 | 7 517 | 896,82 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 6 502 | 10,80 | 399 | 7,57 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1 299 | 82 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 14 134 | 15,62 | 867 | 12,18 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 3 485 | 1,01 | 214 | −1,84 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 207 754 | 1 808,98 | 12 739 | 1 754,29 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 164 024 | 7,04 | 10 058 | 3,89 | ||||
| 2026-04-29 | 13F | Sanchez Wealth Management Group | 364 036 | 1,78 | 22 323 | −1,22 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 8 342 | 2,29 | 512 | −0,78 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 12 286 | 192,45 | 753 | 184,15 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 128 105 | 7 855 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 121 297 | 2,06 | 7 438 | −0,95 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 745 616 | 1,95 | 45 721 | −1,05 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 17 976 | 1 102 | ||||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 317 431 | 53,15 | 17 680 | 57,74 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 222 980 | 1,87 | 13 673 | −1,12 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 78 521 | 17,86 | 4 815 | 14,37 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 1 369 | 84 | ||||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 1 017 280 | 1,58 | 62 380 | −1,41 | ||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 9 943 | 33,09 | 628 | 33,62 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 5 358 | 60,56 | 329 | 56,19 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 5 185 | 9,09 | 318 | 5,67 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 187 | 0,54 | 11 | 0,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 22 221 | 56,15 | 1 363 | 51,50 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 54 594 | 47,47 | 3 348 | 43,16 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 30 402 | 0,18 | 1 864 | −2,76 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 54 709 | 0,34 | 3 529 | 2,47 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 40 313 | 4,70 | 2 472 | 1,60 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 58 755 | 4,39 | 3 603 | 1,32 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 223 725 | 57,30 | 13 719 | 52,68 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 1 915 635 | 0,81 | 117 467 | −2,16 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 032 474 | 41,71 | 63 311 | 37,53 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 30 068 | 1 170,30 | 1 843 | 1 136,24 | ||||
| 2026-04-28 | 13F | Cobblestone Asset Management LLC | 82 709 | 2,35 | 5 072 | −0,67 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 11 208 | 6,98 | 687 | 3,93 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 22 906 | 0,28 | 1 405 | −2,70 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 3 669 | 225 | ||||||
| 2026-05-02 | 13F | Burton Enright Welch | 80 898 | 15,17 | 4 961 | 11,79 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 51 109 | 6,32 | 3 134 | 3,16 | ||||
| 2026-05-15 | 13F | Knightsbridge Asset Management, Llc | 245 908 | 6,39 | 15 079 | 3,26 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 918 104 | 1,56 | 56 298 | −1,43 | ||||
| 2026-05-15 | 13F | Fmr Llc | 37 769 | 31,72 | 2 316 | 27,89 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 18 400 | 1 128 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 97 962 | 12,27 | 6 007 | 8,96 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 16 285 | 109,37 | 999 | 103,26 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 7 384 | 453 | ||||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 50 836 | 5,21 | 3 117 | 2,13 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 4 573 | 0,20 | 280 | −2,78 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 3 914 | 240 | ||||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 6 014 | 0,10 | 369 | −2,90 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 8 608 | 1,89 | 528 | −1,13 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 172 899 | 605,88 | 10 602 | 585,33 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 227 384 | 0,29 | 13 943 | −2,66 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 123 993 | 9,45 | 7 908 | 10,49 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 69 934 | 0,02 | 4 288 | −2,92 | ||||
| 2026-05-08 | 13F | Campbell Deegan Wealth Management, LLC | 3 637 | 0,28 | 223 | −2,62 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 8 207 | 21,95 | 503 | 18,35 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 2 113 | 718,99 | 130 | 706,25 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 34 390 | 7,91 | 2 109 | 4,72 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 3 493 | 4,93 | 214 | 1,90 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 8 992 | 2,21 | 551 | −0,72 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 1 267 774 | 49,32 | 77 740 | 41,65 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 3 505 | 2,34 | 215 | −0,93 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 23 566 | 6,85 | 1 445 | 3,73 | ||||
| 2026-05-04 | 13F | Illumine Investment Management, LLC | 20 480 | 1,21 | 1 256 | −1,80 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 7 067 | 5,46 | 433 | 2,36 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 2 | 0 | ||||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 4 589 | 1,15 | 281 | −1,75 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 3 905 | 2 486,09 | 239 | 2 555,56 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 16 254 | 6,10 | 997 | 3,00 | ||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 3 963 | 243 | ||||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 10 344 | 634 | ||||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 154 992 | 2,57 | 9 504 | −0,45 | ||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 364 507 | 2,57 | 22 352 | −0,45 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 319 | 0,31 | 20 | −5,00 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 101 226 | 11,34 | 6 207 | 8,08 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 39 890 | 2 446 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 149 776 | 1 442,65 | 9 | |||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 97 125 | 6,11 | 5 956 | 2,97 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 208 127 | 21,41 | 12 762 | 17,84 | ||||
| 2026-05-07 | 13F | Jefferson Bridge Capital, LLC | 13 218 | 6,13 | 811 | 3,05 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 41 412 | 3 | ||||||
| 2026-04-24 | 13F | Ledyard National Bank | 174 140 | 2,17 | 10 678 | −0,84 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 953 690 | 8,82 | 58 480 | 5,62 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 438 390 | 0,55 | 26 882 | −2,41 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 16 202 | 2,92 | 993 | −0,10 | ||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 379 444 | 3,22 | 23 268 | 0,18 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 16 | −96,86 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 11 324 | 13,22 | 694 | 9,64 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 34 359 | 25,32 | 2 107 | 21,59 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 90 777 | 286,37 | 5 566 | 275,07 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 169 793 | 1,73 | 10 412 | 2,07 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 343 535 | 17,65 | 20 626 | 11,80 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 205 208 | 1,68 | 13 | 0,00 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 305 486 | 8,14 | 18 732 | 4,96 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 45 223 | 2 773 | ||||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 86 854 | 1,56 | 5 326 | −1,44 | ||||
| 2026-04-15 | 13F | Weil Company, Inc. | 189 911 | 27,11 | 11 645 | 23,37 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 12 437 | 0,26 | 763 | −2,68 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1 | 0 | ||||||
| 2026-04-30 | 13F | Fulcrum Capital LLC | 76 366 | 1,99 | 4 683 | −1,01 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 21 197 | 5,87 | 1 300 | 2,77 | ||||
| 2026-04-14 | 13F | Valicenti Advisory Services Inc | 288 971 | 27,19 | 18 | 21,43 | ||||
| 2026-05-07 | 13F | Flavin Financial Services, Inc. | 16 653 | 3,00 | 1 021 | 0,00 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 439 064 | 5,99 | 26 923 | 2,87 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 285 193 | 4 084,78 | 17 487 | 3 966,74 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 74 787 | 10,81 | 4 586 | 7,55 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 5 551 | 60,90 | 340 | 56,68 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 496 | 30 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 3 866 | 13,04 | 237 | 9,72 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 91 678 | 6 007 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 19 133 | 80,57 | 1 173 | 75,34 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 45 803 | 0,65 | 2 809 | −2,30 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 141 003 | 15,87 | 8 909 | 16,37 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 5 390 | 5,73 | 327 | 1,55 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 1 283 | 115,99 | 79 | 110,81 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 123 343 | 1,24 | 7 563 | −1,74 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 6 189 | 4,83 | 380 | 1,61 | ||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 3 024 | 37,58 | 185 | 34,06 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 70 | 4 | ||||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 21 023 | 6,31 | 1 289 | 3,20 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 205 | 13 | ||||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 641 | 200 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 637 249 | 4,88 | 100 396 | 1,79 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 37 070 | 5,24 | 2 273 | 2,16 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 11 416 986 | 11,31 | 700 090 | 8,03 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 112 144 | 6 877 | ||||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 16 405 | 1 006 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 839 | 51 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 227 289 | 2,04 | 14 | −7,14 | ||||
| 2026-05-15 | 13F | Palisade Capital Management Llc/nj | 60 316 | 3 699 | ||||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 360 859 | 1,91 | 22 128 | −1,10 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 110 668 | 0,73 | 6 786 | −2,23 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 237 872 | 1,46 | 14 643 | −1,14 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 17 538 | 3,03 | 1 075 | 0,00 | ||||
| 2026-05-07 | 13F | Alpha Zero LLC | 178 603 | 5,67 | 10 952 | 2,56 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 40 879 | 216,72 | 2 757 | 231,77 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 101 634 | 22,97 | 6 232 | 19,36 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 25 152 | 80,83 | 1 542 | 75,63 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 469 267 | 22 537,10 | 28 775 | 22 034,62 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 762 | 47 | ||||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 479 264 | 9,68 | 31 852 | 15,37 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 5 626 | 345 | ||||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 2 409 | 24,24 | 148 | 20,49 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 4 139 | 3,73 | 254 | 0,40 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 15 703 | 21,37 | 963 | 17,75 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 384 169 | 1,19 | 23 558 | −1,78 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 45 007 | 5,90 | 2 760 | 2,76 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 10 726 | 0,57 | 658 | −2,38 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 35 115 | 10,44 | 2 219 | 10,90 | ||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 679 158 | 3,88 | 41 646 | 0,82 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 52 182 | 1,23 | 3 200 | −1,75 | ||||
| 2026-05-15 | 13F | Peterson Wealth Management | 197 | 12 |
