Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i PIMCO Dynamic Income Fund inkluderar RWM Asset Management, LLC, Sentinel Advisory Group, LLC, Wealth Care LLC, Navis Wealth Advisors, LLC, White Knight Strategic Wealth Advisors, LLC, Keystone Wealth Services, LLC, Sfmg, Llc, Foundations Investment Advisors, LLC, Abel Hall, LLC, SMART Wealth LLC, Kagan Cocozza Asset Management, Silverleafe Capital Partners, LLC, Attessa Capital LLC, Fiscal Wisdom Wealth Management, LLC, Perennial Investment Advisors, LLC, Leo Wealth, LLC, Golden State Equity Partners, GHP Investment Advisors, Inc., SageView Advisory Group, LLC, och First Horizon Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 2 009 | 7,15 | 34 | 3,03 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 53 016 | 5,46 | 907 | 1,91 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 27 038 | 3,74 | 463 | 0,22 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 17 398 | 21,67 | 298 | 17,39 | ||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 193 252 | 5,28 | 3 361 | 3,38 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 11 799 | 15,99 | 202 | 11,67 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 3 111 | 1,20 | 52 | −7,27 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 67 | 3,08 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 14 533 | 10,26 | 249 | 6,44 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 278 438 | 9,43 | 4 764 | 5,73 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 22 865 | 0,90 | 391 | −2,49 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 7 551 | 1,63 | 131 | −2,24 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 525 873 | 4,73 | 8 998 | 1,18 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 27 237 | 33,44 | 475 | 28,38 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 10 000 | 171 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 380 364 | 2 177,63 | 6 508 | 2 106,10 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 33 588 | 101,97 | 575 | 95,24 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 42 969 | 139,27 | 735 | 131,13 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 21 794 | 373 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 537 452 | 10,51 | 26 306 | 6,77 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 25 292 | 14,92 | 440 | 13,11 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 68 039 | 2,47 | 1 179 | −0,92 | ||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 51 479 | 1,43 | 881 | −2,00 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 28 694 | 491 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 483 924 | 17,21 | 8 | 14,29 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 156 237 | 110,12 | 2 673 | 103,12 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 449 355 | 17,50 | 7 688 | 13,53 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 30 705 | 2,16 | 525 | −1,32 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 72 224 | 0,38 | 1 236 | −3,06 | ||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 19 976 | 3,36 | 342 | −0,29 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 18 937 | 34,52 | 324 | 30,12 | ||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 48 594 | 1,46 | 831 | −2,00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1 846 | 30 | ||||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 1 426 864 | 21,08 | 24 | 20,00 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 22 013 | 377 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 437 892 | 6,28 | 7 492 | 2,69 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 48 793 | 7,69 | 835 | 3,99 | ||||
| 2026-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 56 959 | 975 | ||||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 25 631 | 24,33 | 439 | 20,00 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 29 889 | 0,01 | 511 | −3,40 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 46 984 | 3,42 | 810 | 0,75 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 369 241 | 10,17 | 6 318 | 6,44 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 60 233 | 1 031 | ||||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 20 624 | 1,88 | 353 | −1,68 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 3 038 | 53 | ||||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 20 056 | 343 | ||||||
| 2026-05-04 | 13F | First Growth Capital LLC | 37 336 | 1,53 | 650 | −6,74 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1 579 652 | 10,02 | 27 028 | 6,25 | ||||
| 2026-04-07 | 13F | Attessa Capital LLC | 10 782 | 184 | ||||||
| 2026-05-14 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 47 043 | 118,30 | 805 | 111,02 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 398 817 | 330,15 | 6 824 | 315,53 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 619 822 | 31,34 | 10 605 | 26,90 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 19 541 | 1,53 | 334 | −1,76 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 249 215 | 206,53 | 4 264 | 196,32 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 338 360 | 102,89 | 5 789 | 96,04 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 78 341 | 22,00 | 1 340 | 17,85 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 112 196 | 1 920 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 4 531 | 78 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 18 300 | 1,09 | 313 | −2,19 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 370 346 | 0,99 | 6 337 | −2,43 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 21 647 | 7,27 | 383 | −4,01 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 12 279 | 0,15 | 213 | −3,20 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 28 493 | 15,40 | 488 | 11,44 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 316 097 | 9,84 | 5 408 | 6,12 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 11 405 | 195 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 38 629 | 661 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 49 010 | 10,33 | 847 | −4,08 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 1 379 | 3,84 | 24 | 0,00 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 10 710 | 186 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 1 302 825 | 7,12 | 22 661 | 5,20 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 16 436 | 38,86 | 281 | 34,45 | ||||
| 2026-05-04 | 13F | Syverson Strege & Co | 13 881 | 3,30 | 238 | 0,00 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 175 | 3 | ||||||
| 2026-05-05 | 13F | Duncan Williams Asset Management, LLC | 58 140 | 3,59 | 995 | −3,96 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 92 | 0 | ||||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 351 | 6 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1 305 185 | 1,98 | 23 115 | 92 356,00 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 3 002 | 3,91 | 51 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 362 230 | 3,44 | 6 277 | 1,21 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 1 998 | 34 | ||||||
| 2026-04-23 | 13F | SMART Wealth LLC | 12 546 | 215 | ||||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 24 781 | 31,72 | 439 | 17,74 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 222 | 4 | ||||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 145 093 | 10,19 | 2 483 | 6,48 | ||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 94 | 2 | ||||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 3 951 | 1,28 | 68 | −2,90 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 232 987 | 4,41 | 3 986 | 0,89 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 29 337 | 159,11 | 502 | 150,50 | ||||
| 2026-04-08 | 13F | Significant Wealth Partners LLC | 60 462 | 1 035 | ||||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 44 409 | 3,11 | 760 | −0,39 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 4 168 | 74 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 12 278 | 0,14 | 210 | −3,23 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 151 916 | 7,79 | 2 599 | 4,13 | ||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 94 816 | 3,21 | 1 622 | −0,25 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 12 940 | 16,60 | 221 | 12,76 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 12 410 | 220 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 288 106 | 2,53 | 4 929 | −0,94 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 7 006 | 45,26 | 120 | 40,00 | ||||
| 2026-05-11 | 13F | R.P. Boggs & Co. | 185 297 | 5,82 | 3 226 | 4,03 | ||||
| 2026-05-01 | 13F | Arlington Capital Management, Inc. | 40 098 | 10,20 | 686 | 6,52 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 52 814 | 10,61 | 904 | 6,86 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 17 156 | 294 | ||||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 15 950 | 273 | ||||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 62 588 | 5,07 | 1 071 | 1,52 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 1 054 | 18 | ||||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 129 940 | 5,12 | 2 223 | 1,55 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 454 883 | 6,32 | 24 893 | 2,72 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 15 590 | 1,96 | 267 | −1,48 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 78 118 | 9,51 | 1 337 | 5,78 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 5 288 936 | 8,51 | 90 494 | 4,84 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 33 804 | 161,56 | 578 | 153,51 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 122 310 | 72,74 | 2 106 | 68,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 362 621 | 314,32 | 6 313 | 307,29 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 370 610 | 6 341 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 248 816 | 21,20 | 4 257 | 17,11 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 20 000 | 342 | ||||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 72 883 | 48,94 | 1 247 | 44,00 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 28 373 | 5,26 | 485 | 1,68 | ||||
| 2026-05-01 | 13F | Mission Hills Financial Advisory, LLC | 724 194 | 6,11 | 12 391 | 2,52 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1 645 921 | 3,39 | 28 162 | −0,11 | ||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 37 053 | 2,75 | 641 | 0,31 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 731 544 | 0,25 | 12 517 | −3,15 | ||||
| 2026-04-23 | 13F | Kagan Cocozza Asset Management | 12 376 | 212 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 92 254 | 8,33 | 1 578 | 4,64 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 603 | −21,61 | ||||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 69 912 | 2,32 | 1 196 | −1,16 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 40 657 | 2,73 | 696 | −0,71 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 2 000 | 0 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 29 591 | 18,51 | 506 | 14,48 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 72 052 | 43,62 | 1 257 | 38,59 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 450 684 | 7 711 | ||||||
| 2026-05-08 | 13F | Cura Wealth Advisors, Llc | 31 284 | 1,51 | 535 | −1,83 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 51 336 | 15,34 | 878 | 11,42 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 10 486 | 179 | ||||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 14 523 | 34,00 | 248 | 29,84 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 40 | 1 | ||||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 53 300 | 16,31 | 912 | 12,33 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 10 373 | 46,16 | 177 | 41,60 | ||||
| 2026-05-07 | 13F | Allium Financial Advisors, Llc | 329 889 | 14,51 | 5 644 | 10,64 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 182 465 | 15,34 | 3 231 | 15,32 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 32 552 | 90,80 | 557 | 84,11 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 34 770 | 52,94 | 595 | 47,76 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 73 186 | 3,70 | 1 252 | 0,24 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 23 877 | 1,51 | 409 | −1,92 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 85 | 1 | ||||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 44 580 | 115,16 | 763 | 108,20 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 458 802 | 6,30 | 7 951 | 2,74 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 996 | 3,64 | 17 | 0,00 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 6 459 | 342,70 | 111 | 340,00 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 32 907 | 3,80 | 563 | 0,36 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 163 | 3 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 23 007 | 2,38 | 394 | −1,01 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 16 078 | 0,54 | 275 | −2,83 | ||||
| 2026-05-12 | 13F | Thomas J. Herzfeld Advisors, Inc. | 154 860 | 1,31 | 2 650 | −2,14 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 3 360 | 57 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 31 839 | 65,56 | 531 | 56,18 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 279 | 5 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 13 335 | 228 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 12 903 512 | 1,60 | 220 779 | −1,85 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 10 236 | 175 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 95 568 | 40,24 | 1 635 | 35,57 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 5 639 | 3,70 | 96 | 0,00 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 102 855 | 3,12 | 1 782 | −0,34 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 44 144 | 11,30 | 755 | 7,55 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 20 408 | 11,28 | 339 | 4,32 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 6 996 | 120 | ||||||
| 2026-05-14 | 13F | Morse Asset Management, Inc | 200 912 | 3,26 | 3 438 | −0,23 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 25 410 | 7,78 | 435 | 4,08 | ||||
| 2026-05-05 | 13F | Rayburn West Financial Services LLC | 54 823 | 10,04 | 938 | 6,35 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 107 635 | 18,63 | 1 842 | 14,63 | ||||
| 2026-04-08 | 13F | Parisi Gray Wealth Management | 74 971 | 3,47 | 1 283 | −0,08 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 9 | −10,00 | ||||||
| 2026-05-01 | 13F | Concord Wealth Partners | 11 362 | 3,90 | 194 | 0,52 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 44 712 | 3,88 | 765 | 0,39 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 53 142 | 0,57 | 909 | −2,78 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 40 029 | 5,38 | 685 | 1,79 | ||||
| 2026-05-06 | 13F | Kingstone Capital Partners Texas, LLC | 21 818 | 373 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 42 470 | 161,19 | 727 | 152,96 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 1 308 910 | 1,22 | 22 395 | −2,21 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 224 563 | 22,31 | 3 842 | 18,18 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 24 860 | 425 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 45 337 | 1,33 | 791 | −2,35 | ||||
| 2026-04-02 | 13F | Silverleafe Capital Partners, LLC | 12 320 | 211 | ||||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 342 272 | 5 856 | ||||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 22 369 | 10,79 | 383 | 7,00 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3 038 182 | 3,50 | 51 983 | −0,01 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 20 000 | 342 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 12 793 | 23,39 | 219 | 19,13 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 169 103 | 10,41 | 2 893 | 6,67 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 708 064 | 6,93 | 29 225 | 3,30 | ||||
| 2026-05-28 | 13F | Lavelle Capital Lp | 20 967 | 2,45 | 359 | −1,10 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 33 712 | 43,62 | 577 | 38,80 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 37 580 | 1,93 | 643 | −1,53 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 17 251 | 51,52 | 295 | 46,77 | ||||
| 2026-05-13 | 13F | Capital CS Group, LLC | 26 267 | 11,38 | 449 | 7,67 | ||||
| 2026-05-13 | 13F/A | MWA Asset Management | 18 225 | 0,28 | 312 | −3,12 | ||||
| 2026-05-14 | 13F | Smith Asset Management Co., LLC | 162 492 | 9,36 | 2 780 | 5,66 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 362 | 6 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 29 927 | 42,69 | 512 | |||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 11 769 | 8,67 | 201 | 5,24 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 725 | 12 | ||||||
| 2026-05-15 | 13F | Nomura Holdings Inc | 19 516 | 7,88 | 334 | 4,06 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 61 420 | 3,35 | 1 051 | −0,19 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 21 724 | 30,67 | 372 | 26,19 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 71 975 | 1,84 | 1 231 | −1,60 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 11 611 | 282,70 | 199 | 273,58 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 11 282 | 3,70 | 193 | 0,52 | ||||
| 2026-04-13 | 13F | Elm3 Financial Group, LLC | 128 837 | 6,52 | 2 204 | 2,94 | ||||
| 2026-05-01 | 13F | Avion Wealth | 288 | 3,97 | 0 | |||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 104 120 | 1 781 | ||||||
| 2026-04-24 | 13F | Wealth Care LLC | 225 870 | 3 865 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 1 525 235 | 5,05 | 26 097 | 1,49 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 38 241 | 26,18 | 654 | 22,01 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 83 801 | 21,93 | 1 434 | 17,75 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 790 071 | 3 418,62 | 13 518 | 3 304,79 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 380 472 | 53,60 | 6 510 | 48,40 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 45 649 | 9,29 | 781 | 5,68 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 876 123 | 5,08 | 14 990 | 1,52 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 15 000 | 257 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 73 177 | 15,58 | 1 | 0,00 | ||||
| 2026-04-21 | 13F | Creekside Partners | 26 351 | 99,83 | 451 | 93,13 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 14 054 | 0,68 | 240 | −2,83 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 24 073 | 109,35 | 412 | 102,46 | ||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 2 531 | 43 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1 179 092 | 7,12 | 20 | 5,26 | ||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 103 159 | 69,44 | 1 765 | 63,73 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 11 445 | 0,23 | 200 | −4,33 | ||||
| 2026-05-04 | 13F/A | Ghe, Llc | 18 500 | 7,56 | 317 | 3,95 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 37 030 | 24,85 | 634 | 20,57 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 61 961 | 73,27 | 1 060 | 67,46 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 17 218 | 7,92 | 295 | 4,26 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 1 375 | 24 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 81 196 | 7,79 | 1 389 | 4,12 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 577 858 | 8,35 | 9 887 | 4,68 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 32 722 | 2,79 | 560 | −0,71 |
