Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF inkluderar My Portfolio Guide, LLC, Retiremitten Financial Llc, Consolidated Capital Management, Llc, Financial Solutions Advisory Group, Inc., Luken Investment Analytics, LLC, Gotham Asset Management, LLC, Hanseatic Management Services Inc, Navigation Group, LLC, Nadler Financial Group, Inc., Nicolet Bankshares Inc, Meridian Wealth Advisors, LLC, Global Assets Advisory, LLC, WNY Asset Management, LLC, Inspire Advisors, LLC, Parsons Capital Management Inc/ri, Integrity Wealth Partners, LLC, Sanchez Gaunt Capital Management, LLC, Balyasny Asset Management Llc, Safe Harbor Wealth Advisors, LLC, och Aureum Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Zacks Investment Management | 5 055 | 9,27 | 299 | 11,99 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 23 785 | 4,59 | 1 409 | 6,99 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 1 | 0 | ||||||
| 2026-05-06 | 13F | Aspetuck Financial Management LLC | 63 617 | 1,53 | 3 767 | 3,83 | ||||
| 2026-05-11 | 13F | Commerce Bank | 9 549 | 7,69 | 565 | 10,14 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 510 122 | 9,98 | 24 604 | −12,26 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 220 883 | 7,19 | 13 081 | 9,61 | ||||
| 2026-05-05 | 13F | UBS Group AG | 3 838 500 | 163,02 | 227 316 | 168,96 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 53 265 | 3 154 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 480 568 | 1,66 | 27 805 | 1,56 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 1 613 | 96 | ||||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 16 052 | 6,16 | 951 | 8,57 | ||||
| 2026-04-30 | 13F | Colton Groome Financial Advisors, Llc | 9 470 | 0,06 | 561 | 2,19 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 7 074 | 470,94 | 419 | 488,73 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 6 316 | 56,22 | 374 | 59,83 | ||||
| 2026-05-08 | 13F | Retirement Planning Co of New England, Inc. | 16 268 | 3,37 | 963 | 5,71 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 9 523 | 1,23 | 564 | 3,49 | ||||
| 2026-05-15 | 13F | Lumbard & Kellner, LLC | 172 588 | 1,37 | 10 221 | 3,66 | ||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 15 898 | 3,68 | 942 | 6,09 | ||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 3 811 | 1,68 | 226 | 3,69 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 6 124 | 6,28 | 363 | 8,71 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 101 127 | 1,46 | 5 989 | 3,76 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 358 | 130,97 | 0 | |||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 29 052 | 124,27 | 1 718 | |||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 51 495 | 2,48 | 3 050 | 4,78 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 25 670 | 0,52 | 1 520 | 2,91 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 1 200 | 69 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 23 291 | 0,23 | 1 379 | 2,53 | ||||
| 2026-04-22 | 13F | Truefg, Llc | 83 537 | 0,63 | 4 947 | 2,91 | ||||
| 2026-04-06 | 13F | WASHINGTON TRUST Co | 6 979 | 413 | ||||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 9 535 | 54,89 | 519 | 64,44 | ||||
| 2026-04-30 | 13F | CarsonAllaria Wealth Management, Ltd. | 105 034 | 8,88 | 6 220 | 11,35 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 2 606 | 1,05 | 154 | 3,36 | ||||
| 2026-04-20 | 13F | Higgins & Schmidt Wealth Strategies LLC | 222 433 | 2,33 | 13 172 | 4,65 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 4 147 870 | 44,79 | 245 637 | 48,07 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 1 182 | 2,96 | 70 | 4,55 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 100 752 | 96,57 | 5 967 | 101,01 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 31 520 | 1,09 | 1 867 | 3,38 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 21 057 | 1 257 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 1 217 | 2,01 | 72 | 4,35 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 48 879 | 2 895 | ||||||
| 2026-04-29 | 13F | PCB Capital LLC | 4 678 | 10,10 | 277 | 12,60 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 24 877 | 1 473 | ||||||
| 2026-04-14 | 13F | Hudson Valley Investment Advisors Inc /adv | 33 515 | 5,51 | 1 985 | 7,88 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 236 196 | 2,36 | 13 988 | 4,68 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 756 760 | 1,76 | 44 815 | 4,06 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 74 165 | 1,84 | 4 392 | 4,15 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 28 324 | 1,97 | 1 677 | 4,29 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 865 545 | 8,91 | 51 257 | 11,37 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 122 191 | 961,98 | 7 236 | 986,49 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 56 685 | 9,34 | 3 357 | 11,79 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 732 | 0,14 | 43 | 2,38 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 265 472 | 2 594,05 | 15 721 | 2 658,07 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 142 538 | 0,36 | 8 441 | 2,64 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 384 005 | 11,72 | 22 741 | 14,24 | ||||
| 2026-04-10 | 13F/A | WLTH Capital Management, LLC | 5 113 | 0,02 | 303 | −5,33 | ||||
| 2026-04-29 | 13F | Montz Harcus Wealth Management LLC | 240 095 | 3,20 | 14 218 | 5,53 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 1 063 343 | 20,23 | 62 971 | 22,95 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 2 579 | 63,33 | 153 | 67,03 | ||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 5 307 | 0,68 | 314 | 2,95 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 19 853 | 83,91 | 1 176 | 88,00 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 129 439 | 18,44 | 7 665 | 21,13 | ||||
| 2026-04-27 | 13F | Citizens & Northern Corp | 238 467 | 1,20 | 14 122 | 3,49 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 229 671 | 1,45 | 13 601 | 3,75 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 40 133 | 15,73 | 2 377 | 18,33 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 6 200 | 48,54 | 367 | 52,28 | ||||
| 2026-04-24 | 13F | Luminist Capital LLC | 53 629 | 8,21 | 3 176 | 10,67 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 5 814 | 0,02 | 337 | 0,00 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 151 | 9 | ||||||
| 2026-04-15 | 13F | Marathon Strategic Advisors, LLC | 326 708 | 8,46 | 19 348 | 10,91 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 1 228 | 73 | ||||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 4 584 | 0,07 | 271 | 2,26 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 66 707 | 12,50 | 3 950 | 15,06 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 211 868 | 1,13 | 12 646 | 4,24 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 92 501 | 1,37 | 5 478 | 3,65 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 1 293 637 | 1,17 | 76 609 | 3,46 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 508 210 | 100,16 | 30 096 | 104,69 | ||||
| 2026-04-30 | 13F | Sollinda Capital Management LLC | 8 987 | 0,36 | 532 | 2,70 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 1 721 | 102 | ||||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 7 960 | 0,05 | 471 | 2,39 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 198 510 | 3,38 | 11 756 | 5,72 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 406 468 | 46,58 | 24 | 50,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 125 364 | 1,45 | 7 424 | 3,75 | ||||
| 2026-04-08 | 13F | NorthCrest Asset Manangement, LLC | 98 414 | 76,29 | 5 881 | 77,19 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 3 661 | 0,60 | 217 | −2,70 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 175 072 | 0,15 | 10 368 | 2,41 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 9 509 | 120,12 | 563 | 125,20 | ||||
| 2026-04-09 | 13F | Butensky & Cohen Financial Security, Inc | 19 633 | 0,20 | 1 163 | 2,47 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 172 846 | 6,47 | 10 010 | 7,82 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 8 018 | 100,15 | 475 | 105,63 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 22 350 | 1 324 | ||||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 73 454 | 5,57 | 4 350 | 7,94 | ||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 102 969 | 2,99 | 6 090 | 5,16 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 14 728 | 0,10 | 872 | 2,35 | ||||
| 2026-04-27 | 13F | Oarsman Capital, Inc. | 590 328 | 22,22 | 34 959 | 24,99 | ||||
| 2026-04-21 | 13F | VCI Wealth Management LLC | 14 303 | 154,14 | 847 | 160,62 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 404 179 | 2,03 | 23 936 | 4,34 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 4 448 | 258 | ||||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 513 | 6,65 | 30 | 7,41 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 476 138 | 2 501,99 | 28 197 | 2 562,51 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 11 276 | 208,26 | 668 | 216,11 | ||||
| 2026-05-12 | 13F | Luken Investment Analytics, LLC | 54 441 | 3 224 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 6 397 | 13,22 | 379 | 15,60 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 13 629 | 2,91 | 807 | 5,35 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 9 728 | 3,50 | 576 | 5,88 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 268 | 16 | ||||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 70 575 | 1,91 | 4 179 | 4,21 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 646 479 | 0,81 | 38 285 | 3,09 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 6 157 | 365 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 2 685 | 159 | ||||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 743 | 44 | ||||||
| 2026-04-16 | 13F | Rainier Family Wealth Inc | 31 219 | 2,57 | 1 849 | 4,88 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 31 572 | 26,68 | 1 870 | 29,52 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 262 | 55,03 | 0 | |||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 4 701 | 278 | ||||||
| 2026-05-13 | 13F | Protective Life Corp | 1 104 | 65 | ||||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 7 889 | 3,41 | 467 | 5,90 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 201 846 | 3,87 | 11 953 | 6,22 | ||||
| 2026-05-14 | 13F | Laraway Financial Inc | 9 490 | 3,29 | 562 | 5,64 | ||||
| 2026-05-12 | 13F | Dynamic Financial Group | 4 307 | 0,02 | 255 | 2,41 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1 352 | 107,36 | 0 | |||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 88 672 | 1,69 | 5 251 | 4,00 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 16 046 | 1,74 | 950 | 4,05 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 5 625 | 30,94 | 333 | 34,27 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 7 732 | 5,44 | 458 | 7,78 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 117 044 | 37,12 | 6 931 | 40,25 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 102 970 | 11,62 | 6 098 | 14,13 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 18 400 | 2,97 | 1 090 | 5,32 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 5 189 | 15,72 | 307 | 18,53 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 921 272 | 1,63 | 54 558 | 3,93 | ||||
| 2026-05-14 | 13F | Manhattan West Asset Management, LLC | 74 685 | 14,13 | 4 423 | 16,71 | ||||
| 2026-04-28 | 13F | Jacksonville Wealth Management, LLC | 90 849 | 17,61 | 5 380 | 20,28 | ||||
| 2026-05-06 | 13F | Berkeley Capital Partners, LLC | 146 051 | 2,09 | 8 649 | 4,39 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 237 889 | 4,19 | 14 088 | 6,54 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 11 379 | 10,70 | 674 | 13,11 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 76 488 | 4 530 | ||||||
| 2026-04-13 | 13F | Trust Co | 331 | 73,30 | 20 | 72,73 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 443 169 | 3,92 | 26 244 | 6,28 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 46 406 | 13,80 | 2 748 | 16,39 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 84 094 | 12,91 | 4 980 | 15,49 | ||||
| 2026-05-15 | 13F | Fmr Llc | 42 366 | 12,65 | 2 509 | 15,20 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 1 057 | 63 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 363 390 | 94,74 | 21 520 | 99,16 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 838 805 | 21,38 | 49 674 | 24,13 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 048 799 | 108,11 | 62 110 | 112,82 | ||||
| 2026-04-21 | 13F | Mayport, Llc | 3 983 | 236 | ||||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 204 562 | 10,01 | 12 114 | 12,50 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 5 422 | 7,28 | 349 | 19,18 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 37 575 | 14,66 | 2 402 | 18,74 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 901 608 | 12,51 | 53 393 | 15,06 | ||||
| 2026-05-08 | 13F | Bokf, Na | 825 398 | 49,02 | 48 880 | 52,39 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 711 | 42 | ||||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 513 | 196,53 | 30 | 200,00 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 387 471 | 168,53 | 22 946 | 174,61 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 84 | 5 | ||||||
| 2026-05-13 | 13F | Keystone Financial Group | 9 500 | 7,39 | 563 | 9,77 | ||||
| 2026-04-29 | 13F | Alliance Wealth Management Group | 34 814 | 0,78 | 2 062 | 3,05 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 43 407 | 11,02 | 2 571 | 13,52 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 24 878 | 42,48 | 1 473 | 45,70 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 13 022 | 2,46 | 771 | 4,90 | ||||
| 2026-01-29 | 13F | Comerica Bank | 12 955 | 12,95 | 750 | 14,50 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 83 785 | 13,14 | 4 962 | 15,69 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 103 510 | 57,64 | 6 130 | 61,20 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 4 788 | 13,51 | 284 | 15,98 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 49 143 | 2 910 | ||||||
| 2026-05-15 | 13F | Brown Financial Advisors | 5 093 | 23,98 | 302 | 27,00 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 119 | 0 | ||||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 4 753 | 6,69 | 281 | 9,34 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 147 263 | 11,12 | 8 721 | 13,63 | ||||
| 2026-05-15 | 13F | SIMA Wealth Partners, LLC | 38 356 | 2,16 | 2 271 | 4,46 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 5 924 | 19,34 | 353 | 23,00 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 601 | 36 | ||||||
| 2026-05-04 | 13F | Fell Capital Management /adv | 18 129 | 17,61 | 1 074 | 20,29 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 402 793 | 12,87 | 23 853 | 15,42 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 326 197 | 4,00 | 19 317 | 6,35 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 221 964 | 44,90 | 12 854 | 46,72 | ||||
| 2026-05-04 | 13F | Copia Wealth Management | 27 | 2 | ||||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 429 850 | 6,53 | 27 450 | 12,73 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 37 084 | 9,26 | 2 196 | 11,76 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 19 694 | 0,37 | 1 140 | 1,60 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 283 790 | 23,11 | 16 806 | 25,90 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 198 060 | 11 732 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 14 592 | 0,11 | 914 | 2,70 | ||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 21 900 | 1 297 | ||||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 71 | 4 | ||||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 2 584 146 | 2,72 | 153 033 | −0,14 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 257 | 15 | ||||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 42 215 | 1,75 | 2 500 | 4,04 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 65 850 | 14,64 | 3 900 | 17,23 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 737 838 | 8,18 | 43 695 | 10,63 | ||||
| 2026-05-01 | 13F | Securian Asset Management, Inc | 11 800 | 5,36 | 699 | 7,72 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 216 438 | 18,94 | 12 817 | 21,63 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 10 565 | 63,70 | 626 | 67,56 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 11 507 | 499,01 | 1 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 12 852 544 | 0,06 | 761 128 | 2,33 | ||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 19 288 | 1 142 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 179 274 | 7,17 | 10 701 | 10,47 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 35 089 | 24,56 | 2 078 | 27,41 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 17 077 | 7,22 | 1 011 | 9,65 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 1 182 205 | 6,10 | 70 010 | 8,50 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 255 766 | 6,72 | 15 146 | 9,17 | ||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 22 176 | 3,98 | 1 313 | 6,32 | ||||
| 2026-04-22 | 13F | Benchmark Financial, LLC | 69 380 | 9,83 | 4 109 | 12,30 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 73 500 | 10,31 | 4 353 | 12,80 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 20 647 | 13 050,96 | 1 223 | 13 477,78 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 68 | 58,14 | 4 | 100,00 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 708 | 42 | ||||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 5 228 | 324 | ||||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 5 534 | 5,35 | 328 | 7,57 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 11 530 | 0,01 | 683 | 2,25 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 40 822 | 21,42 | 2 417 | 24,20 | ||||
| 2026-05-05 | 13F | Midwestern Financial, LLC /IA | 4 620 | 0,30 | 274 | 2,63 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 22 111 | 1 309 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 515 | 0,39 | 30 | 3,45 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 7 484 | 1,56 | 443 | 3,99 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 24 755 | 1,33 | 1 466 | 3,68 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 6 258 | 2,83 | 400 | 5,56 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 3 434 | 203 | ||||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 698 | 96,07 | 29 | 40,00 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 1 827 743 | 14,91 | 108 239 | 17,51 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 9 | 1 | ||||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 139 657 | 0,88 | 8 918 | 2,38 | ||||
| 2026-05-01 | 13F | Legacy Financial Strategies, LLC | 6 105 | 0,05 | 362 | 2,27 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 123 | 148,98 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 3 411 | 17,26 | 196 | 15,29 | ||||
| 2026-05-11 | 13F | Mattson Financial Services, LLC | 17 994 | 2,53 | 1 066 | 4,82 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 37 760 | 4,25 | 2 236 | 6,63 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 64 794 | 505,44 | 3 837 | 519,87 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 162 020 | 25,96 | 9 595 | 38,30 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 62 090 | 11,14 | 3 677 | 13,63 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 38 478 | 0,46 | 2 279 | 2,75 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 6 510 | 72,31 | 385 | 76,61 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 3 711 | 1,01 | 220 | 3,30 | ||||
| 2026-04-22 | 13F | Vicus Capital | 916 169 | 4,04 | 54 256 | 6,39 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 61 441 | 94,07 | 3 639 | 98,47 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 63 164 | 3 741 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 282 079 | 22,95 | 16 220 | 22,09 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 21 927 | 0,26 | 1 409 | 11,30 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 2 088 | 11,54 | 124 | 13,89 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 4 552 | 0,07 | 270 | 2,28 | ||||
| 2026-04-27 | 13F | FF Advisors,LLC | 188 220 | 7,61 | 11 988 | 18,36 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 29 915 | 8,48 | 1 772 | 10,96 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 10 601 | 36,08 | 628 | 39,02 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 50 394 | 0,68 | 2 984 | 2,97 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 296 | 65,36 | 18 | 70,00 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 4 193 | 4,43 | 248 | 6,90 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 467 052 | 12,41 | 27 659 | 14,95 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 3 295 | 203 | ||||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 7 | 0 | ||||||
| 2026-05-15 | 13F | Leslie Global Wealth, LLC | 9 746 | 0,47 | 577 | 2,85 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 743 651 | 17,84 | 44 039 | 20,51 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 48 207 | 14,94 | 2 855 | 17,55 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 121 | 1 000,00 | 7 | |||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 51 822 | 0,47 | 3 | 50,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 797 017 | 19,03 | 47 574 | 22,69 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 1 434 068 | 12,35 | 84 853 | 14,79 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 23 433 | 16,40 | 1 388 | 19,06 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 50 206 | 6,42 | 2 973 | 8,82 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 337 421 | 543,83 | 19 982 | 558,60 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 78 | 5 | ||||||
| 2026-05-11 | 13F | Optimist Retirement Group LLC | 4 817 | 0,08 | 285 | 2,52 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 51 189 | 26,66 | 3 031 | 29,53 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 8 553 | 3,05 | 507 | 5,42 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 483 | 29 | ||||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 139 | 18,80 | 8 | 33,33 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 381 732 | 9,91 | 22 606 | 12,39 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 23 250 | 30,45 | 1 377 | 33,33 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 71 844 | 6,84 | 4 255 | 9,24 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 13 366 | 0,16 | 774 | 1,44 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 6 392 | 17,74 | 379 | 20,38 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 3 003 | 178 | ||||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 5 849 | 0,19 | 346 | 2,37 | ||||
| 2026-05-04 | 13F | Rogco, Lp | 318 | 19 | ||||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 105 | 34,62 | 6 | 50,00 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 689 | 41 | ||||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 26 617 | 14,43 | 1 576 | 17,09 | ||||
| 2026-04-20 | 13F | Louisiana State Employees Retirement System | 161 400 | 26,19 | 9 558 | 29,06 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1 392 | 187,01 | 82 | 192,86 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 840 | 50 | ||||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 240 | 15 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 21 060 | 169,55 | 1 346 | 197,79 | ||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 717 188 | 2,07 | 42 472 | 4,38 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 35 376 | 161,08 | 2 095 | 167,09 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 331 194 | 7,90 | 19 613 | 10,35 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 29 107 | 45,49 | 1 724 | 48,79 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 8 477 | 502 | ||||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 25 240 | 1 451 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 12 453 | 2,39 | 737 | 4,69 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 19 606 | 46,67 | 1 161 | 50,00 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 189 067 | 135,82 | 11 197 | 141,19 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 444 297 | 19,53 | 85 531 | 22,23 | ||||
| 2026-04-10 | 13F | High Probability Advisors, LLC | 17 267 | 0,55 | 1 023 | 2,82 | ||||
| 2026-05-08 | 13F | Mystic Asset Management, Inc. | 7 772 | 4,38 | 460 | 6,73 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 5 390 | 0,04 | 319 | 2,24 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 17 266 | 41,34 | 1 023 | 44,55 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 23 013 | 10,58 | 1 363 | 13,03 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 2 000 | 118 | ||||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 3 020 | 179 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 1 116 124 | 0,10 | 66 097 | 2,36 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 294 650 | 7,34 | 17 449 | 9,77 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 5 690 | 0,07 | 337 | 2,13 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 702 | 42 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 4 865 | 288 | ||||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 7 282 | 4,30 | 431 | 6,68 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 8 800 | 521 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 48 847 | 8,47 | 2 893 | 10,93 | ||||
| 2026-05-12 | 13F | Creative Planning | 96 641 159 | 4,29 | 5 723 089 | 6,65 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 84 061 | 6,74 | 4 978 | 9,17 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 247 | 15 | ||||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 10 913 | 5,06 | 646 | 7,49 | ||||
| 2026-04-21 | 13F | International Private Wealth Advisors LLC | 11 441 | 2,88 | 678 | 5,29 | ||||
| 2026-05-11 | 13F | Inspire Trust Co, N.a. | 130 612 | 4,58 | 7 735 | 6,94 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 127 760 | 2,28 | 8 138 | 6,64 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 261 | 3,16 | 15 | 7,14 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 12 191 | 30,26 | 722 | 33,27 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 3 513 | 208 | ||||||
| 2026-04-21 | 13F | Blue Jean Financial Llc | 25 288 | 2,71 | 1 498 | 5,05 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 4 144 | 245 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 4 514 | 267 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 46 147 | 4,30 | 2 733 | 6,64 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 137 890 | 0,41 | 8 166 | 2,68 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 53 523 | 11,46 | 3 170 | 13,99 | ||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 15 341 | 29,58 | 908 | 32,55 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 20 692 | 11,78 | 1 225 | 14,38 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 286 365 | 2,71 | 16 959 | 5,03 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 18 038 | 1,58 | 1 068 | 3,89 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 174 | 30,83 | 10 | 42,86 | ||||
| 2026-04-29 | 13F | Downshift Financial, LLC | 28 335 | 4,45 | 1 788 | 8,24 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Partners, LLC | 49 613 | 8,95 | 2 938 | 11,46 | ||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 60 645 | 6,00 | 3 614 | 9,06 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 286 401 | 4,26 | 16 961 | 6,62 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 9 098 | 3,06 | 539 | 5,28 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 52 641 | 4,66 | 3 117 | 7,04 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 6 892 | 68,59 | 408 | 72,88 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 84 911 | 10,36 | 5 029 | 12,86 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 7 215 287 | 2,46 | 427 289 | 4,78 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 53 952 | 17,58 | 3 195 | 20,25 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 6 769 | 10,64 | 401 | 12,99 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 14 | 1 | ||||||
| 2026-05-12 | 13F | ForthRight Wealth Management, LLC | 3 635 | 3,89 | 215 | 6,44 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 11 064 | 16,43 | 692 | 25,82 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 6 540 | 49,90 | 387 | 53,57 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 499 427 | 6,19 | 29 602 | 8,69 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 1 257 | 47,71 | 74 | 51,02 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 3 799 | 225 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 3 499 | 1,83 | 207 | 4,55 | ||||
| 2026-05-08 | 13F | Roundview Capital LLC | 26 003 | 0,91 | 1 540 | 3,15 | ||||
| 2026-04-10 | 13F | Octavia Wealth Advisors, LLC | 364 922 | 89,64 | 21 611 | 93,93 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 47 573 | 0,51 | 2 817 | 2,81 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 4 900 | 1,26 | 290 | 3,57 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 23 390 | 1,35 | 1 385 | 3,67 | ||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 4 765 | 282 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 477 927 | 9,91 | 28 303 | 12,39 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 6 835 | 0,31 | 405 | 2,54 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 814 372 | 4,26 | 48 227 | 6,62 | ||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 51 518 | 2,54 | 3 051 | 4,85 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 88 271 | 2,77 | 5 227 | 5,09 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 34 669 | 0,00 | 2 053 | 2,29 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 128 108 | 1,22 | 7 587 | 3,51 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 58 996 | 2,49 | 3 521 | 5,64 | ||||
| 2026-05-13 | 13F | Tandem Investment Partners LLC | 50 210 | 2,27 | 2 973 | 4,57 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 291 283 | 1 384,55 | 17 225 | 1 435,12 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 268 701 | 1,94 | 15 913 | 4,25 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 4 660 | 7,95 | 276 | 10,44 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 963 | 28,06 | 57 | 32,56 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 132 763 | 0,84 | 7 862 | 3,12 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 300 883 | 7,12 | 17 818 | 9,55 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 29 924 | 42 046,48 | 1 786 | 44 550,00 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 1 251 | 0,32 | 74 | 2,78 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 104 289 | 2,81 | 6 176 | 5,12 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 4 688 | 0,15 | 278 | 2,21 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 165 486 | 1,16 | 9 800 | 3,45 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 62 763 | 5,93 | 3 717 | 8,31 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 16 268 | 5,51 | 1 021 | 14,35 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 71 023 | 10,69 | 4 206 | 13,19 | ||||
| 2026-04-21 | 13F | New Perspectives, Inc | 292 424 | 3,46 | 17 317 | 5,80 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 16 670 | 1,98 | 987 | 4,33 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 4 308 | 255 | ||||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 10 601 | 628 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 49 220 | 1,62 | 2 915 | 3,92 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 16 323 | 8,65 | 967 | 11,16 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 27 | 2 | ||||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 31 588 | 58,31 | 1 871 | 61,90 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 134 141 | 5,51 | 7 944 | 7,89 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 16 517 | 17,78 | 978 | 20,44 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 13 331 | 0,31 | 789 | 2,60 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 706 | 42 | ||||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 568 | 34 | ||||||
| 2026-04-29 | 13F | Nilsine Partners, LLC | 3 180 | 203 | ||||||
| 2026-04-28 | 13F | Wealth Management Resources, Inc. | 188 869 | 1,26 | 11 185 | 3,55 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 27 509 | 1,53 | 1 629 | 0,74 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 164 | 0,61 | 10 | 0,00 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 3 159 | 0,03 | 187 | 2,75 | ||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 4 667 | 276 | ||||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 117 | 0,86 | 7 | 0,00 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 5 190 | 0,21 | 321 | 0,31 | ||||
| 2026-05-14 | 13F | Power Wealth Management Llc | 51 420 | 2,63 | 3 045 | 4,96 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 893 | 6,12 | 290 | 8,24 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 5 539 | 239,40 | 328 | 248,94 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 13 696 | 0,31 | 811 | 2,66 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 750 | 40,45 | 44 | 46,67 | ||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 15 797 | 7,54 | 935 | 10,00 | ||||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 642 | 0,31 | 38 | 2,70 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 89 331 | 7,92 | 5 290 | 10,37 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 30 | 25,00 | 2 | 0,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 274 600 | 2,94 | 16 262 | 5,27 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1 997 | 4,99 | 116 | 6,48 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 7 943 | 470 | ||||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 5 550 | 333 | ||||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 7 014 | 5,11 | 415 | 7,51 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 386 070 | 22 863 | ||||||
| 2026-04-30 | 13F | ETF Store, Inc. | 3 400 | 201 | ||||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 54 688 | 10,47 | 3 239 | 12,98 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 86 811 | 196,35 | 5 141 | 203,07 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 14 541 | 3,39 | 861 | 5,77 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 26 219 | 0,71 | 1 553 | 2,99 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 461 | 27 | ||||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 10 036 | 0,08 | 581 | 1,40 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 11 226 | 14,12 | 665 | 16,70 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 10 945 | 72,01 | 687 | 77,26 | ||||
| 2026-05-01 | 13F | Towercrest Capital Management | 43 958 | 0,55 | 2 603 | 2,84 | ||||
| 2026-04-22 | 13F | Landmark Wealth Management, Inc. | 65 523 | 0,17 | 3 880 | 2,43 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 73 501 | 4 353 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 166 472 | 92,52 | 9 858 | 96,88 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 299 322 | 4,23 | 17 726 | 6,59 | ||||
| 2026-04-22 | 13F | Aureum Wealth Management, LLC | 5 202 | 308 | ||||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 17 117 | 0,31 | 1 014 | 2,53 | ||||
| 2026-04-27 | 13F | Garrett Wealth Advisory Group, LLC | 11 183 | 31,30 | 662 | 34,28 | ||||
| 2026-06-04 | 13F | Midwest Financial Network, LLC | 29 065 | 70,25 | 1 721 | 74,19 | ||||
| 2026-05-14 | 13F | Sun Life Financial Inc | 398 410 | 24 | ||||||
| 2026-04-20 | 13F | Up Capital Management, Inc. | 73 010 | 536,64 | 4 324 | 551,05 | ||||
| 2026-05-06 | 13F | Hanseatic Management Services Inc | 37 901 | 2 244 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 104 389 | 481,33 | 6 182 | 494,90 | ||||
| 2026-04-15 | 13F | Consolidated Capital Management, Llc | 121 143 | 7 174 | ||||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 3 033 | 268,08 | 180 | 280,85 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 15 138 | 29,78 | 896 | 32,74 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 15 531 | 2 057 | ||||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 956 | 5,52 | 57 | 7,69 | ||||
| 2026-04-29 | 13F | Cahaba Wealth Management, Inc. | 470 043 | 4,05 | 27 836 | 6,40 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 23 311 | 214,63 | 1 380 | 221,68 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 5 872 | 54,49 | 348 | 58,45 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 107 351 | 1,59 | 6 357 | 3,89 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 36 665 | 4,16 | 2 171 | 6,53 | ||||
| 2026-05-05 | 13F | Altrius Capital Management Inc | 4 527 | 5,33 | 268 | 8,06 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 19 | 1 | ||||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 6 200 | 367 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 35 438 | 92,73 | 2 099 | 97,18 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 48 644 | 41,27 | 2 881 | 44,43 | ||||
| 2026-04-23 | 13F | Inman Jager Wealth Management, LLC | 24 699 | 91,42 | 1 463 | 95,72 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 76 700 | 4 542 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 16 409 | 276,61 | 972 | 285,32 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 12 437 | 7,28 | 737 | 9,69 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 4 049 | 0,57 | 240 | 2,58 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 7 772 | 1,75 | 460 | 4,07 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 102 761 | 26,76 | 5 956 | 26,89 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 100 952 | 438 821,74 | 5 978 | 597 700,00 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 136 630 | 8 091 | ||||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 7 055 | 418 | ||||||
| 2026-04-09 | 13F | Tilia Fiduciary Partners, Inc. | 56 297 | 13,40 | 3 334 | 15,97 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 613 104 | 16,56 | 35 505 | 16,56 | ||||
| 2026-04-22 | 13F | Capital Investment Management, Inc. | 54 334 | 2,84 | 3 218 | 5,17 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 593 | 62,47 | 35 | 66,67 | ||||
| 2026-04-21 | 13F | October Effect Ltd | 5 927 | 32,06 | 351 | 35,14 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 98 614 | 5,56 | 5 840 | 7,95 |
