Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund includono Stenger Family Office, LLC, Cvfg Llc, Cpwa, Llc, Dickmeyer Boyce Financial Management, Inc., Fidelity D & D Bancorp Inc, Tiaa-cref Individual & Institutional Services, Llc, FreeGulliver LLC, Sierra Summit Advisors Llc, RTD Financial Advisors, Inc., Luts & Greenleigh Group, Inc, Heritage Wealth Advisors, Sun Group Wealth Partners, Guyasuta Investment Advisors Inc, Diversify Wealth Management, Llc, Sanibel Captiva Trust Company, Inc., Aprio Wealth Management, LLC, LightSquare Wealth Management, LLC, Heartwood Wealth Advisors LLC, Milestone Asset Management, Llc, e Joel Isaacson & Co., LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 158.400 | 4,41 | 13.914 | 2,55 | ||||
| 2026-05-12 | 13F | Resolute Capital, Llc | 409.789 | 5,60 | 35.996 | 3,72 | ||||
| 2026-05-05 | 13F | Gaddis Premier Wealth Advisors LLC | 135.309 | 2,65 | 11.886 | 0,82 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 3.613 | 37,74 | 323 | 38,63 | ||||
| 2026-04-09 | 13F | Stewardship Concepts Financial Services Llc | 2.412 | 3,83 | 212 | 1,44 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 112 | 1,82 | 0 | |||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 32.834 | 7,05 | 2.884 | 5,14 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 4.838 | 0,27 | 425 | -1,39 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 23.601 | 2,01 | 2.073 | 0,19 | ||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 2.401 | 0 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 4.400 | 386 | |||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 930.174 | 3,38 | 81.706 | 1,55 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 3.578 | 0,03 | 314 | -1,57 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 37.808 | 0,91 | 3.321 | -0,87 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 5.673 | 10,76 | 498 | 8,73 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 4.365 | 0,05 | 383 | -1,79 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 29 | 3 | ||||||
| 2026-05-15 | 13F | Chokshi & Queen Wealth Advisors, Inc | 4.900 | 430 | ||||||
| 2026-04-13 | 13F | Farrell Financial LLC | 4.305 | 6,53 | 378 | 4,71 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 11.377 | 14,35 | 999 | 12,37 | ||||
| 2026-04-24 | 13F | Swmg, Llc | 4.266 | 0,35 | 375 | -5,32 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 121.807 | 18,86 | 10.700 | 16,75 | ||||
| 2026-05-14 | 13F | Redwood Investment Management, Llc | 9.294 | 36,80 | 1 | |||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 56.263 | 14,29 | 4.942 | 12,27 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 9.188 | 0,01 | 807 | -1,71 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 127.643 | 2,56 | 11.212 | 0,74 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 117.076 | 4,96 | 10.284 | 3,09 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 283.428 | 10,72 | 24.896 | 8,76 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 14.880 | 3,63 | 1.397 | 6,80 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 6.326 | 556 | ||||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 5.291 | 12,77 | 465 | 10,74 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 42.419 | 2,40 | 3.726 | 0,59 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 4.761 | 5,26 | 418 | 3,47 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 89.773 | 0,32 | 7.886 | -1,46 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 2.743 | 0,15 | 241 | -3,61 | ||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 11.445 | 90,24 | 1.075 | 99,81 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 174.355 | 0,57 | 15.315 | -1,22 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 146.342 | 2,75 | 12.855 | 0,93 | ||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 398.649 | 4,33 | 35.017 | 2,48 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4.837 | 3,64 | 425 | 1,68 | ||||
| 2026-04-02 | 13F | Lvm Capital Management Ltd/mi | 287.570 | 0,88 | 25 | 0,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 12.363 | 1.086 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 100.828 | 241,43 | 8.857 | 235,45 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 1.000 | 56,99 | 93 | 66,07 | ||||
| 2026-05-08 | 13F | Banco de Sabadell, S.A | 37.481 | 10,89 | 3 | 0,00 | ||||
| 2026-05-05 | 13F | Blackhawk Capital Partners LLC. | 17.063 | 5,07 | 1.499 | 3,17 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 2.133 | 0,28 | 187 | -1,58 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 85.737 | 7.530 | ||||||
| 2026-04-15 | 13F | Milestone Asset Management, Llc | 3.272 | 287 | ||||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 519 | 46 | ||||||
| 2026-04-27 | 13F/A | New World Advisors LLC | 9.491 | 43,24 | 834 | 40,71 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3.440.502 | 0,78 | 302.214 | -1,01 | ||||
| 2026-05-15 | 13F | Talisman Wealth Advisors LLC | 22.161 | 0,05 | 1.947 | -1,87 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 582 | 0 | ||||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 17.751 | 5,15 | 1.559 | 3,31 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 1.499 | 132 | ||||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 2.469 | 217 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 76.325 | 2,90 | 6.704 | 1,07 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 20.784 | 0,19 | 1.826 | -1,62 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 3.067 | 19,71 | 269 | 17,47 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 237.640 | 737,32 | 20.874 | 722,46 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 379.846 | 3,08 | 33.366 | 1,25 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 350 | 31 | ||||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 485 | 0,21 | 43 | -2,33 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 19.824 | 186,02 | 1.741 | 181,26 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 18.340 | 1,04 | 1.611 | -0,74 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 3.326 | 41,17 | 293 | 39,05 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 193.059 | 0,18 | 16.958 | -1,60 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 17.709 | 28,49 | 1.556 | 26,84 | ||||
| 2026-04-10 | 13F | IAM Advisory, LLC | 663.745 | 0,29 | 58.303 | -1,49 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 3.290 | 10,74 | 289 | 8,68 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 8.121 | 6,12 | 713 | 4,24 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 541 | 48 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 94.093 | 238,76 | 8.265 | 232,86 | ||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 28.723 | 2,65 | 2.523 | 0,84 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 120.485 | 4,62 | 10.575 | 2,67 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 6.293 | 553 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 3.811 | 356 | ||||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 3.240 | 0,28 | 285 | -1,39 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 96.530 | -9,02 | ||||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 3.991 | 351 | ||||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 77 | 7 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 657.804 | 3,52 | 56.341 | -0,86 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 63.729 | 0,67 | 5.598 | -1,13 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2.589.945 | 5,68 | 227.501 | 3,80 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 7.038 | 101,78 | 618 | 98,71 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2.766.363 | 3,28 | 242.997 | 1,44 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 43.497 | 0,16 | 3.821 | -1,62 | ||||
| 2026-04-08 | 13F | Melone Private Wealth, LLC | 64.100 | 1,89 | 5.631 | 0,07 | ||||
| 2026-04-20 | 13F | Benedict Financial Advisors Inc | 2.303 | 202 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 56.212 | 4,96 | 4.938 | 3,09 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 5.652 | 0,20 | 0 | |||||
| 2026-05-12 | 13F | Stifel Financial Corp | 490.870 | 2,25 | 43.118 | 0,43 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 10.524 | 0,81 | 1 | |||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 9.292 | 0,22 | 816 | -1,57 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1.195 | 42,94 | 105 | 40,54 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 406.724 | 4,14 | 35.727 | 2,29 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 70.126 | 2,65 | 6.160 | 0,82 | ||||
| 2026-04-29 | 13F | Sanchez Wealth Management Group | 365.552 | 1,52 | 32.110 | -0,29 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 42.808 | 480,21 | 3.760 | 470,56 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 58.293 | 1,30 | 5 | 0,00 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 829.962 | 0,84 | 72.904 | -0,95 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 10.615 | 8,05 | 932 | 6,15 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 9.673 | 0,03 | 850 | -1,74 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 8.737 | 0,25 | 767 | -1,54 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 23.666 | 11,82 | 2.079 | 9,83 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 177.659 | 1,06 | 15.606 | -0,73 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 23.537 | 0,03 | 2.067 | -1,76 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 7.048 | 27,61 | 619 | 25,56 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 7.042 | 0,18 | 619 | -1,59 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 8.988.724 | 5,60 | 789.570 | 3,72 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 4.617 | 406 | ||||||
| 2026-04-13 | 13F | Winthrop Advisory Group LLC | 294.509 | 15,37 | 25.870 | 13,32 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 856.692 | 12.667,39 | 75.252 | 12.441,83 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 63.806 | 1,58 | 5.605 | -0,23 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 177.509 | 96,67 | 15.592 | 93,19 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 23.670 | 2.079 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 6.371 | 1,92 | 560 | 0,18 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 4.072 | 0,02 | 358 | -1,92 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 549 | 20,13 | 48 | 20,00 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 4.384 | 0,18 | 385 | -1,53 | ||||
| 2026-05-12 | 13F | LightSquare Wealth Management, LLC | 3.290 | 289 | ||||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 39.373 | 5,78 | 3.459 | 3,91 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 65.585 | 39,98 | 5.761 | 37,49 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 31.130 | 11,83 | 2.734 | 9,84 | ||||
| 2026-01-26 | 13F | Thomasville National Bank | 60.929 | 4,13 | 5.449 | 4,67 | ||||
| 2026-05-15 | 13F | Fmr Llc | 70.224 | 23,93 | 6.169 | 21,73 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 4.368 | 384 | ||||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 17.546 | 0,04 | 1.541 | -1,72 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 37.227 | 30,71 | 3.270 | 28,35 | ||||
| 2026-04-13 | 13F | Colorado Capital Management, Inc. | 10.991 | 12,52 | 1 | |||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 6.101 | 11,64 | 536 | 9,63 | ||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 241.906 | 7,39 | 21.249 | 5,48 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 23.907 | 0,26 | 2.100 | -1,50 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 3.198 | 0,03 | 281 | -1,75 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 14.965 | 14,22 | 1.315 | 12,21 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 581.216 | 3,04 | 51.054 | 1,21 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 358.819 | 8,07 | 30.787 | 3,69 | ||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 7.362 | 647 | ||||||
| 2026-04-15 | 13F | Verum Partners LLC | 22.315 | 9,26 | 1.960 | 7,34 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 12.178 | 5,66 | 1.070 | 3,79 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 20.487 | 1,17 | 1.800 | -0,66 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 5.437 | 478 | ||||||
| 2026-05-08 | 13F | Mosaic Financial Group, Llc | 16.836 | 0,18 | 1 | 0,00 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 49.145 | 14,34 | 4.317 | 12,31 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 1.026.457 | 3,58 | 90.164 | 1,74 | ||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 52.295 | 0,73 | 4.594 | -1,06 | ||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 44.252 | 9,33 | 3.887 | 7,41 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 4.635 | 12,64 | 407 | 10,60 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 119.404 | 3,10 | 10.488 | 1,27 | ||||
| 2026-05-12 | 13F | Creative Planning | 219.348 | 0,76 | 19.268 | -1,03 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 49.016 | 13,43 | 4.306 | 11,41 | ||||
| 2026-04-22 | 13F | Riverbend Wealth Management, LLC | 84.112 | 4,04 | 7.388 | 2,19 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 514 | 45 | ||||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 8.974 | 1,34 | 788 | -0,38 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 467 | 41 | ||||||
| 2026-05-05 | 13F | Luts & Greenleigh Group, Inc | 4.375 | 384 | ||||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | 12.107 | 0,43 | 1.063 | -1,39 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 50.044 | 8,40 | 4.396 | 6,47 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 18.715 | 20,28 | 1.644 | 18,12 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 106.321 | 4,32 | 9.339 | 2,47 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 745 | 0,27 | 65 | -1,52 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 28.171 | 5,47 | 2.475 | 3,60 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1.215.864 | 19,64 | 106.802 | 17,51 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 3.157 | 277 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 53.134 | 8,38 | 4.667 | 6,46 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 41.433 | 168,59 | 3.639 | 163,89 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 89.238 | 106,67 | 7.832 | 102,90 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 4.833 | 0,27 | 426 | -1,39 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 13.245 | 7,38 | 1.163 | 5,44 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 106 | 19,10 | 9 | 0,00 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 3.212 | 282 | ||||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 318.370 | 5,32 | 27.966 | 3,44 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 197.697 | 2,84 | 17.366 | 1,01 | ||||
| 2026-05-11 | 13F | Fiduciary Group LLC | 100.871 | 3,91 | 8.860 | 2,06 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 36.823 | 55,97 | 3.235 | 53,20 | ||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 717.040 | 1,88 | 62.985 | 0,07 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 9.590 | 3,91 | 842 | 2,06 | ||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 5.906 | 112,52 | 519 | 108,87 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 509.821 | 0,09 | 44.783 | -1,69 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 332.954 | 1,25 | 29.247 | -0,55 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 220.333 | 3,99 | 19.354 | 2,15 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 4.276 | 1,71 | 376 | 0,00 | ||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 2.777 | 17,77 | 244 | 15,71 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 11.275 | 1,36 | 992 | -0,30 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 9 | 1 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 9.291 | 50,85 | 816 | 47,29 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 4.232 | 372 | ||||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 3.798 | 0,18 | 334 | -1,77 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 1.311 | 11,57 | 115 | 9,52 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 7.544 | 16,67 | 663 | 14,53 | ||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 16.608 | 0,12 | 1.459 | -1,69 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 96.363 | 3,51 | 8.465 | 1,67 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 19.138 | 1.681 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 32.817 | 4,30 | 2.883 | 2,45 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 63.186 | 7,69 | 5.550 | 5,77 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 6.734 | 3,78 | 640 | 5,97 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 10.950 | 1,01 | 962 | -0,83 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 3.604 | 317 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 10.600 | 0,03 | 931 | -1,69 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 20.492 | 7,37 | 1.800 | 5,45 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 20.080 | 4,33 | 2 | 0,00 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 14.218 | 6,20 | 1 | 0,00 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 125 | 11 | ||||||
| 2026-05-05 | 13F | Quartz Partners, LLC | 16.689 | 17,64 | 1.466 | 15,54 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 13.024 | 11,13 | 1.144 | 9,69 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 6.302 | 6,18 | 554 | 4,93 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 3.472 | 305 | ||||||
| 2026-04-10 | 13F | Sunflower Bank, N.A. | 3.091 | 272 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 322.088 | 4,04 | 28.373 | 2,49 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 226 | 0,89 | 20 | -5,00 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 10.262 | 5,99 | 901 | 4,16 | ||||
| 2026-05-13 | 13F | Dickmeyer Boyce Financial Management, Inc. | 52.813 | 4.639 | ||||||
| 2026-05-15 | 13F | JT Stratford LLC | 53.499 | 2,54 | 4.699 | 0,73 | ||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 307.503 | 26.978 | ||||||
| 2026-04-28 | 13F | Southern Michigan Bank & Trust | 115 | 10 | ||||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 9.988 | 0,22 | 877 | -1,57 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 2.621 | 0,15 | 230 | -1,71 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 1.770 | 883,33 | 155 | 868,75 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 3.430 | 301 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 232.570 | 1,91 | 20.429 | 0,10 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 135.254 | 5,40 | 11.881 | 3,53 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 12.812 | 0,25 | 1.125 | -1,49 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 277.773 | 24,09 | 24.400 | 21,89 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 207.969 | 5,35 | 18.268 | 3,48 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 14.470 | 9,39 | 1 | 0,00 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 72.162 | 0,45 | 6.339 | -1,34 | ||||
| 2026-05-04 | 13F | Objective Capital Management, LLC | 4.911 | 0,29 | 431 | -1,37 | ||||
| 2026-04-15 | 13F | Raub Brock Capital Management LP | 10.712 | 4,74 | 941 | 2,84 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 158 | 14 | ||||||
| 2026-04-13 | 13F | Trust Co | 158 | 444,83 | 14 | 550,00 | ||||
| 2026-05-06 | 13F | Gray Private Wealth, LLC | 86.579 | 2,00 | 7.605 | 0,20 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 123.167 | 0,76 | 10.819 | -1,04 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 18.434 | 5,36 | 1.472 | -5,88 | ||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 2.714 | 250 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 1.010 | 81,98 | 89 | 79,59 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 22.136 | 44,38 | 1.944 | 41,79 | ||||
| 2026-05-14 | 13F | Capital Planning Advisors, LLC | 114.118 | 1,98 | 10.024 | 0,17 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 28.611 | 15,86 | 2.513 | 13,81 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 1.354 | 0,30 | 119 | -1,67 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 47.007 | 1,78 | 4.267 | 3,32 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 664.879 | 13.651,38 | 58.403 | 13.418,98 | ||||
| 2026-01-29 | 13F | Comerica Bank | 854.542 | 11,71 | 76.422 | 12,30 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 7.428 | 5,81 | 653 | 3,99 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 197.760 | 1,60 | 17.686 | 2,13 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 25.651 | 1,39 | 2.253 | -0,40 | ||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 30.979 | 6,08 | 2.721 | 4,21 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 497.887 | 3,02 | 43.734 | 1,19 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 5.600 | 492 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 8.944 | 21,57 | 786 | 19,48 | ||||
| 2026-05-15 | 13F | SkyView Investment Advisors, LLC | 533.930 | 1,15 | 47 | -2,13 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 26.386 | 2.318 | ||||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 145.669 | 0,55 | 12.796 | -1,24 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 375.339 | 7,49 | 32.970 | 5,58 | ||||
| 2026-04-14 | 13F | ACT Advisors, LLC. | 234.126 | 1,98 | 20.566 | 0,17 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 2.584 | 0,86 | 227 | -1,31 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.393 | 122 | ||||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 140.238 | 1,44 | 12.318 | -0,36 | ||||
| 2026-05-12 | 13F | Vines Capital Management, LLC | 44.739 | 1,10 | 3.930 | -0,71 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 6.167 | 97,91 | 542 | 94,60 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 22.263 | 2,58 | 1.956 | 0,77 | ||||
| 2026-04-29 | 13F | Meitav Dash Investments Ltd | 4.573 | 11,73 | 401 | 9,86 | ||||
| 2026-05-13 | 13F | LM Advisors LLC | 6.168 | 160,80 | 70 | 169,23 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 21.774 | 0,13 | 2.044 | 1,44 | ||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 203.008 | 5,17 | 17.832 | 3,29 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 8.442 | 12,16 | 742 | 10,10 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 43.175 | 56,73 | 3.793 | 53,96 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 10.264 | 0,01 | 902 | -1,74 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 770.424 | 0,50 | 67.674 | -1,28 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 417 | 36 | ||||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 193.500 | 1,55 | 16.997 | -0,25 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 739 | 291,01 | 65 | 306,25 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 19.021 | 2,48 | 1.671 | 0,66 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 42.841 | 0,62 | 3.876 | 0,83 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 4.814 | 0,02 | 423 | -1,86 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 31.174 | 2,04 | 2.738 | 0,22 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 41.372 | 2,38 | 3.634 | 0,58 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 520.236 | 27,91 | 46 | 25,00 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 3.362 | 25,92 | 295 | 23,95 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 217.078 | 12,40 | 19.068 | 10,40 | ||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 17.071 | 1,78 | 1.500 | 0,00 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 568.241 | 23,71 | 49.914 | 21,51 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 2.700 | 0,30 | 237 | -1,25 | ||||
| 2026-04-29 | 13F | Connable Office Inc | 522.039 | 12,74 | 45.856 | 10,73 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 70.172 | 2,28 | 6.164 | 0,46 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 44.415 | 4,26 | 3.901 | 2,42 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 20.861 | 0,07 | 1.962 | 3,48 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 32.239 | 1,62 | 2.832 | -0,21 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 391.711 | 1,02 | 34.408 | -0,78 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 4.798 | 88,45 | 421 | 85,46 | ||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 11.946 | 7,62 | 1.049 | 5,75 | ||||
| 2026-04-29 | 13F | Latko Wealth Management, Ltd. | 88.125 | 14,38 | 7.741 | 12,34 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 21.468 | 1,02 | 1.886 | -0,79 | ||||
| 2026-05-08 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 18.470 | 16,94 | 1.622 | 14,87 | ||||
| 2026-05-15 | 13F | FreeGulliver LLC | 5.939 | 522 | ||||||
| 2026-04-29 | 13F | Cvfg Llc | 266.242 | 23.387 | ||||||
| 2026-05-05 | 13F | Covestor Ltd | 537 | 50,42 | 0 | |||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 44.575 | 5,76 | 3.915 | 3,87 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 1.411 | 1,44 | 124 | -0,81 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 89.988 | 4,55 | 7.914 | 2,81 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 74.032 | 3,04 | 7 | 0,00 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 29.466 | 0,52 | 2.588 | -1,26 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 807 | 34,50 | 71 | 32,08 | ||||
| 2026-05-12 | 13F | Avant Capital LLC | 111.860 | 0,23 | 9.826 | -1,55 | ||||
| 2026-04-17 | 13F | Nautilus Advisors LLC | 2.793 | 245 | ||||||
| 2026-04-27 | 13F | Vivid Wealth Management, LLC | 21.147 | 3,40 | 1.858 | 1,53 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1.672 | 147 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 25.759 | 9,06 | 2.304 | 9,61 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 27.759 | 58,04 | 2.438 | 55,29 | ||||
| 2026-04-17 | 13F | PMG Wealth Management, Inc. | 84.537 | 0,39 | 7.426 | -1,39 | ||||
| 2026-04-10 | 13F | Eagle Wealth Strategies Llc | 200.179 | 1,87 | 17.584 | 0,05 | ||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 60.023 | 12,01 | 5.272 | 10,02 | ||||
| 2026-05-14 | 13F | Safeguard Investment Advisory Group, LLC | 15.803 | 287,23 | 1.388 | 281,32 | ||||
| 2026-04-13 | 13F | Bouchey Financial Group Ltd | 874.519 | 0,22 | 79.389 | 1,74 | ||||
| 2026-05-13 | 13F | Cpwa, Llc | 64.897 | 6.167 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 25.050 | 8,40 | 2.200 | 6,49 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 16.350 | 41,63 | 1.436 | 39,15 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1.149.149 | 5,95 | 100.941 | 4,06 | ||||
| 2026-05-15 | 13F | Hamilton Capital, LLC | 7.220.684 | 4,48 | 634.265 | 2,63 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 1.286 | 345 | ||||||
| 2026-04-28 | 13F | Fundamentun, Llc | 940.629 | 1,55 | 82.625 | -0,25 | ||||
| 2026-04-16 | 13F | Future Financial Wealth Managment LLC | 5.591 | 0,02 | 518 | 3,40 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 17.831 | 106,59 | 2 | |||||
| 2026-04-08 | 13F | Choice Wealth Advisors, LLC | 327.972 | 1,66 | 28.809 | -0,15 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 16.881 | 1,88 | 1.483 | 0,07 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.358.683 | 3.150,98 | 121.507 | 3.168,93 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 3.277 | 288 | ||||||
| 2026-05-06 | 13F | Sun Group Wealth Partners | 4.031 | 354 | ||||||
| 2026-05-15 | 13F | Solano Wealth Investment Advisors LLC | 165.524 | 2,01 | 14.540 | 0,20 | ||||
| 2026-05-07 | 13F | Alpha Zero LLC | 117.853 | 4,14 | 10.352 | 2,29 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 6.666 | 13,52 | 586 | 11,43 |
