Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF inkluderar Horizon Investments, LLC, Seros Financial, LLC, Envision Financial Transparency, LLC, Diversify Wealth Management, Llc, Goldman Sachs Group Inc, Foguth Wealth Management, LLC., CI Private Wealth, LLC, Stillwater Private Wealth, LLC, Pasadena Private Wealth, LLC, Fortis Capital Advisors, LLC, Partners Wealth Management, Llc, Retireful, LLC, Florida Financial Advisors, Llc, Avidian Wealth Solutions, LLC, Bank of New York Mellon Corp, Sei Investments Co, Mercer Global Advisors Inc /adv, Ridgecrest Wealth Partners, Llc, OxenFree Capital LLC, och Visionary Horizons, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | 13F | Colony Group, LLC | 17 770 | 19,15 | 654 | 26,01 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 3 563 | 144 | ||||||
| 2026-04-30 | 13F | Torren Management, LLC | 825 | 33 | ||||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 14 233 | 1 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 4 939 | 200 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 83 977 | 14,47 | 3 404 | 26,03 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 64 409 | 12,31 | 2 611 | 23,69 | ||||
| 2026-04-09 | 13F | Stewardship Concepts Financial Services Llc | 5 112 | 207 | ||||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 289 | 12 | ||||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 19 067 | 8,30 | 773 | 19,14 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 181 940 | 2 373,69 | 7 500 | 2 677,41 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 8 700 | 2,14 | 353 | 12,46 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 200 | 29,22 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 132 854 | 57,60 | 5 386 | 72,76 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 14 381 | 3,71 | 583 | 14,31 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 6 430 | 237 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 110 | 57,14 | 4 | 100,00 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 626 028 | 5,19 | 25 379 | 15,82 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2 687 618 | 11,74 | 108 956 | 23,03 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 7 658 | 310 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 1 178 190 | 21,28 | 47 764 | 136 365,71 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 78 231 | 24,25 | 3 171 | 36,80 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 62 700 | 5,45 | 3 | 0,00 | ||||
| 2026-04-30 | 13F | Beacon Harbor Wealth Advisors, Inc. | 352 974 | 1,40 | 14 310 | 11,65 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 17 546 | 4,55 | 711 | 15,24 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 15 512 | 1,99 | 629 | 12,14 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 210 | 90,91 | 9 | 100,00 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | 0 | ||||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 10 668 | 432 | ||||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 14 910 | 4,71 | 604 | 15,27 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 795 826 | 121,06 | 32 263 | 143,39 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 34 389 | 12,43 | 1 394 | 23,80 | ||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 5 313 | 215 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 4 180 541 | 11,78 | 169 479 | 23,07 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 375 882 | 6,21 | 15 238 | 16,95 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1 458 851 | 4,73 | 59 142 | 15,31 | ||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 28 834 | 4,70 | 1 169 | 15,30 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 242 208 | 35,27 | 9 923 | 50,53 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 4 365 409 | 14,26 | 176 974 | 25,80 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 43 835 | 12,95 | 1 777 | 24,44 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 11 188 | 5,22 | 0 | |||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 5 887 | 0,19 | 239 | 10,19 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 150 | 6 | ||||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 5 290 | 214 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 6 835 | 65,38 | 277 | 82,24 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 363 | 13 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 44 817 | 20,70 | 2 | 0,00 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 160 220 | 41,46 | 6 495 | 55,76 | ||||
| 2026-04-09 | 13F | Freestate Advisors LLC | 56 729 | 0,48 | 2 300 | 10,64 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 100 135 | 10,49 | 4 059 | 21,64 | ||||
| 2026-05-14 | 13F | Kane Investment Management, Inc. | 44 256 | 33,12 | 1 794 | 46,57 | ||||
| 2026-05-14 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 23 864 | 142,54 | 967 | 167,13 | ||||
| 2026-05-12 | 13F | Croban | 152 198 | 66,40 | 6 170 | 83,27 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 216 226 | 56,03 | 8 645 | 69,42 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 276 | 11 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 63 421 | 2,73 | 2 571 | 13,16 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 45 293 | 259,15 | 2 | |||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 208 473 | 16,62 | 8 451 | 28,40 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 33 730 | 1 362 | ||||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 25 934 | 96,41 | 1 051 | 116,26 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 20 731 | 228,75 | 840 | 262,07 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 171 465 | 27,22 | 6 951 | 40,08 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 53 691 | 24,41 | 2 177 | 36,94 | ||||
| 2026-04-22 | 13F | Ridgecrest Wealth Partners, Llc | 6 100 | 247 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 761 719 | 12,11 | 30 880 | 23,44 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 40 246 | 4,52 | 1 636 | 15,38 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 130 360 | 28,21 | 5 285 | 41,17 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 674 785 | 18,34 | 24 846 | 18,34 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 254 613 | 4,31 | 10 322 | 14,85 | ||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 71 955 | 7,49 | 2 917 | 18,38 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 500 | 20 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 69 | 3 | ||||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 38 829 | 34,89 | 1 574 | 48,63 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 23 738 | 874 | ||||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 8 406 | 341 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 19 473 | 0,68 | 789 | 10,81 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 81 622 | 33,30 | 3 309 | 46,76 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 297 842 | 12,64 | 52 614 | 24,02 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 1 460 882 | 2,89 | 59 224 | 13,29 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 961 006 | 38 959 | ||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 41 674 | 8,19 | 1 689 | 19,11 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 6 578 | 267 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2 933 | 119 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 13 671 | 15,75 | 554 | 27,65 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 174 514 | 82,47 | 7 075 | 100,91 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 8 686 | 49,32 | 0 | |||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 991 | 0,30 | 40 | 11,11 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 67 888 | 667,27 | 2 752 | 746,77 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 211 | 9 | ||||||
| 2026-04-30 | 13F | Cherry Creek Investment Advisors, Inc. | 63 949 | 10,46 | 2 592 | 21,63 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 15 748 | 581 | ||||||
| 2026-04-16 | 13F | OxenFree Capital LLC | 5 383 | 220 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 40 244 | 12,33 | 1 632 | 23,65 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 493 235 | 31,45 | 19 996 | 44,73 | ||||
| 2026-05-05 | 13F | Lane Brothers & Co Inc | 57 708 | 6,15 | 2 339 | 16,89 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 400 | 16 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 28 475 | 5,31 | 1 154 | 15,52 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 47 271 | 22,63 | 1 916 | 35,02 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 8 960 | 362 | ||||||
| 2026-04-27 | 13F | Benchmark Financial Wealth Advisors, LLC | 205 823 | 50,31 | 8 344 | 65,52 | ||||
| 2026-05-13 | 13F | Park Square Financial Group, LLC | 12 718 | 1 050,95 | 516 | 1 460,61 | ||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 499 647 | 3,48 | 20 256 | 13,94 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 19 333 | 17,83 | 784 | 29,64 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 30 160 | 16,10 | 1 223 | 27,82 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 13 920 | 11,36 | 564 | 22,61 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 24 564 | 59,22 | 995 | 75,18 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2 970 | 109 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 19 368 | 23,77 | 785 | 36,28 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 117 648 | 4,50 | 4 769 | 15,05 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 10 290 | 2,54 | 417 | 19,83 | ||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 69 664 | 5,67 | 2 824 | 16,36 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 162 105 | 27,58 | 6 572 | 40,47 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 45 648 | 13,40 | 1 681 | 20,17 | ||||
| 2026-05-05 | 13F | Seros Financial, LLC | 269 612 | 10 930 | ||||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 127 791 | 6,95 | 5 181 | 17,75 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 13 474 | 16,01 | 546 | 27,87 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 83 859 | 30,46 | 3 400 | 30,88 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 7 665 | 7,75 | 311 | 18,77 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 25 790 | 0,07 | 1 045 | 10,23 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 14 725 | 39,45 | 597 | 53,61 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 10 211 | 414 | ||||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 76 388 | 24,49 | 3 097 | 37,05 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 51 465 | 98,36 | 2 086 | 118,43 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 52 179 | 73,98 | 2 115 | 91,58 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 9 987 | 12,77 | 405 | 23,93 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 975 241 | 1,56 | 39 536 | 11,82 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 258 630 | 11,95 | 10 485 | 23,25 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 260 765 | 10 571 | ||||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 73 095 | 5,37 | 3 011 | 11,56 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 106 298 | 299,72 | 4 309 | 340,14 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 10 521 | 10,91 | 427 | 22,06 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 45 004 | 8,52 | 1 824 | 19,53 | ||||
| 2026-04-23 | 13F | Partners Wealth Management, Llc | 9 831 | 399 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 18 999 | 26,93 | 700 | 34,42 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1 543 314 | 11,64 | 62 566 | 22,92 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2 544 461 | 1,34 | 103 152 | 11,58 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 96 216 | 2,38 | 3 901 | 12,72 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 60 | 50,00 | 2 | 100,00 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 458 617 | 1,30 | 18 592 | 11,54 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 100 673 | 8,37 | 4 081 | 19,33 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 5 014 | 203 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 15 758 | 45,65 | 639 | 60,30 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 196 061 | 3,33 | 7 948 | 13,77 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 1 127 751 | 29,44 | 45 719 | 42,52 | ||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 30 280 | 11,46 | 1 228 | 22,70 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 504 273 | 10,40 | 60 983 | 21,55 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 12 322 | 505 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 70 | 3 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 34 955 | 21,75 | 1 417 | 34,06 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 55 461 | 10,07 | 2 248 | 21,19 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1 792 778 | 28,60 | 72 673 | 41,58 | ||||
| 2026-05-06 | 13F | SK Wealth Management, LLC | 408 306 | 0,15 | 16 724 | 6,69 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 10 945 | 32,04 | 444 | 45,25 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 79 | 3 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 122 451 | 34,19 | 4 964 | 47,78 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1 473 108 | 16,13 | 59 720 | 27,87 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 4 963 | 201 | ||||||
| 2026-04-27 | 13F | Sierra Ocean, Llc | 272 281 | 2,14 | 11 038 | 12,46 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 437 681 | 64,20 | 18 | 88,89 | ||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 12 487 | 39,96 | 506 | 54,27 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 8 697 | 353 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1 595 752 | 28,42 | 63 160 | 38,05 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 7 945 | 13,50 | 322 | 25,29 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 137 674 | 4,71 | 5 581 | 15,29 | ||||
| 2026-04-21 | 13F | Piedmont Capital Management, LLC/NC | 170 711 | 5,40 | 6 921 | 16,05 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 78 522 | 1,16 | 3 131 | 8,19 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 23 409 | 15,05 | 949 | 26,70 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 265 | 11 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 39 317 | 7,98 | 1 600 | 19,40 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 202 311 | 7,37 | 8 202 | 18,22 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 28 703 | 17,48 | 1 164 | 29,37 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 93 730 | 4,03 | 3 785 | 8,49 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 6 154 | 249 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 6 549 | 44,76 | 266 | 59,64 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 132 489 | 4,16 | 5 428 | 15,91 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 3 309 | 134 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 41 987 | 0,24 | 1 702 | 10,38 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1 200 | 50,00 | 49 | 65,52 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 72 777 | 37,01 | 2 950 | 50,90 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 570 199 | 33,31 | 23 | 53,33 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 39 266 | 16,47 | 1 592 | 28,20 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 24 051 | 20,39 | 975 | 32,65 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 584 084 | 9,75 | 23 679 | 20,84 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4 592 088 | 15,23 | 186 163 | 26,88 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 125 142 | 9,58 | 5 073 | 20,67 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 71 047 | 0,30 | 2 880 | 10,43 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 174 665 | 5,87 | 7 081 | 16,56 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 3 319 | 0,39 | 135 | 10,74 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 79 | 3 | ||||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 29 629 | 2,94 | 1 201 | 13,41 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 114 792 | 1,92 | 4 654 | 12,20 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 121 256 | 32,15 | 4 916 | 45,50 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 365 048 | 14 799 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 23 075 | 141,07 | 935 | 165,63 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 30 378 | 0,02 | 1 232 | 10,11 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 20 070 | 2,10 | 814 | 12,45 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 167 601 | 1,13 | 6 795 | 11,36 | ||||
| 2026-04-13 | 13F | Elm3 Financial Group, LLC | 7 634 | 9,72 | 309 | 20,70 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 6 566 | 16,13 | 266 | 27,88 | ||||
| 2026-05-14 | 13F | Virtus ETF Advisers LLC | 34 | 21,43 | 1 | 0,00 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 21 974 | 465,76 | 891 | 522,38 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 1 100 | 10,00 | 45 | 22,22 | ||||
| 2026-04-20 | 13F | Keudell/Morrison Wealth Management | 244 196 | 1,33 | 9 900 | 11,56 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 5 208 | 211 | ||||||
| 2026-05-13 | 13F | Valued Retirements, Inc. | 30 637 | 4,54 | 1 242 | 15,11 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 24 411 | 455,05 | 1 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 97 636 | 14,14 | 3 595 | 20,93 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 50 282 | 47,71 | 2 038 | 62,65 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 52 869 | 9,58 | 2 143 | 20,66 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 11 094 725 | 11,24 | 449 780 | 22,48 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 57 228 | 37,81 | 2 320 | 51,73 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 27 768 | 0,47 | 1 126 | 10,62 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2 074 736 | 8,97 | 84 110 | 19,98 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 21 791 | 10,23 | 883 | 21,46 | ||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 99 656 | 4 | ||||||
| 2026-06-01 | 13F | Foguth Wealth Management, LLC. | 16 076 | 658 |
