Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF includono Arq Wealth Advisors, Llc, IFC & Insurance Marketing, Inc., Capital Group Private Client Services, Inc., Spartan Wealth Advisory Services LLC, GatePass Capital, LLC, Vanguard Advisers Inc, Vanguard National Trust Co, Tiaa-cref Individual & Institutional Services, Llc, MSA Advisors, LLC, First National Trust Co, Everest Financial Group LLC, Zwj Investment Counsel Inc, InTrack Investment Management Inc, Partners in Financial Planning, BetterWealth, LLC, Moors & Cabot, Inc., Arkadios Wealth Advisors, Fountainhead AM, LLC, Investment Planning Advisors, Inc., e Indivisible Partners .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 813.606 | 22.659 | ||||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 13.545 | 9,87 | 377 | 12,54 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 1.047.751 | 1,11 | 29.180 | 3,49 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 6.300.154 | 3,07 | 175.459 | 5,49 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 882.278 | 5,47 | 24.571 | 7,95 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 203.798 | 0,44 | 5.676 | 2,79 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1.256.720 | 4,18 | 34.985 | 6,57 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1.498.468 | 5,49 | 39.887 | 6,77 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 151.291 | 1,54 | 4.213 | 3,92 | ||||
| 2026-04-14 | 13F | Value Investment Professionals, LLC | 9.368 | 273 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 214.229 | 180,84 | 5.966 | 187,52 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 1.823 | 0,05 | 51 | 2,04 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 318.893 | 13,13 | 9 | 14,29 | ||||
| 2026-04-06 | 13F | CX Institutional | 500 | 390,20 | 0 | |||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 46.452 | 184,06 | 1.294 | 191,22 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 119.620 | 3.331 | ||||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 14.627 | 407 | ||||||
| 2026-05-07 | 13F | Coastwise Capital Group, LLC | 12.609 | 0,41 | 351 | 2,93 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 2.643 | 2,20 | 74 | 4,29 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 103.441 | 0,63 | 2.881 | 2,97 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 141 | 4 | ||||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 9.992 | 278 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.664 | 45 | ||||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 51.224 | 1.427 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 47.874 | 1,25 | 1.333 | 3,65 | ||||
| 2026-05-13 | 13F | Boulay Financial Advisors, LLC | 9.567.867 | 4,84 | 266.465 | 7,30 | ||||
| 2026-05-12 | 13F | Prostatis Group LLC | 113.083 | 3,88 | 3.149 | 6,35 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 167 | 2,45 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 184.641 | 3,84 | 5.142 | 6,28 | ||||
| 2026-05-14 | 13F | Betterment LLC | 82.460 | 141,03 | 2 | |||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 2.178.555 | 8,20 | 60.673 | 10,74 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 35.388 | 7,11 | 986 | 9,69 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 62.257 | 28,02 | 1.734 | 30,99 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 39.040 | 39,38 | 1.087 | 42,65 | ||||
| 2026-05-15 | 13F | Capital & Planning, Llc | 249 | 7 | ||||||
| 2026-05-11 | 13F | Haverford Trust Co | 900.180 | 2,92 | 25.070 | 5,34 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 652.918 | 2,78 | 18.184 | 5,20 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 11.686 | 318 | ||||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 156.749 | 23,49 | 4.365 | 26,41 | ||||
| 2025-12-16 | 13F | Emergent Wealth Advisors, LLC | 0 | 0 | ||||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 1.594.298 | 1,12 | 44.401 | 3,50 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 137.409 | 0,12 | 3.739 | 3,57 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 65.507 | 26,89 | 1.782 | 31,32 | ||||
| 2026-04-20 | 13F | Tanglewood Wealth Management, Inc. | 1.702.554 | 29,29 | 47.416 | 32,34 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 169.260 | 0,11 | 4.714 | 2,46 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 383.541 | 10.682 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 11.940 | 0,23 | 333 | 2,47 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 7.888 | 220 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 67.238 | 11,31 | 1.873 | 13,94 | ||||
| 2026-05-07 | 13F | Meeder Advisory Services, Inc. | 10.577 | 5,09 | 295 | 7,69 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 108.898 | 0,98 | 3.033 | 3,34 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 113.931 | 41,29 | 3.100 | 46,23 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 43.547 | 1,71 | 1.213 | 4,03 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 74.367 | 18,93 | 2.071 | 21,75 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 13.458 | 1,53 | 375 | 3,89 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 22.069 | 41,08 | 615 | 44,47 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 13 | 0 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 71.003 | 38,63 | 1.977 | 41,92 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 7.296 | 203 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.458 | 41 | ||||||
| 2026-05-01 | 13F | Eq Wealth Advisors, Llc | 228.662 | 7,85 | 6.368 | 10,38 | ||||
| 2026-05-11 | 13F | Timmons Wealth Management, LLC | 423.721 | 2,88 | 11.801 | 5,29 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 67.369 | 123,71 | 1.876 | 129,06 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 9.874 | 275 | ||||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 1.929 | 54 | ||||||
| 2026-04-16 | 13F | Solitude Financial Services | 935.707 | 1,88 | 27.145 | 8,62 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 768.156 | 2,98 | 21.393 | 5,40 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 179.386 | 20,29 | 4.996 | 23,12 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 70.689 | 2,37 | 1.969 | 4,79 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 163.487 | 71,83 | 4.553 | 75,93 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 313.460 | 113,40 | 8.561 | 114,21 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 518 | 14 | ||||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 70.728 | 4,81 | 1.970 | 7,24 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 8.425.671 | 4,94 | 234.655 | 7,41 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 33.975 | 12,09 | 946 | 14,81 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 666 | 19 | ||||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 7.260 | 202 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 3.891.438 | 2,87 | 108.377 | 5,29 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 420 | 0 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 12.652 | 20,61 | 353 | 23,86 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 52.784 | 9,71 | 1.470 | 12,30 | ||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 30.918 | 691,55 | 861 | 712,26 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 2.248 | 0,31 | 63 | 1,64 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 105.539 | 1,13 | 2.939 | 3,52 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 563.449 | 1,96 | 15.692 | 4,36 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 637.515 | 603,01 | 17.755 | 619,66 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 1.532 | 7,43 | 43 | 10,53 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 264.710 | 7.372 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 8.898 | 248 | ||||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 36.080 | 0,41 | 1.005 | 2,76 | ||||
| 2026-04-21 | 13F | Nabity-Jensen Investment Management Inc | 62.929 | 7,23 | 1.753 | 9,77 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 615.116 | 7,15 | 17.131 | 9,67 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 116.986 | 82,04 | 3.258 | 86,38 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 7.510 | 209 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 5.199 | 0,06 | 145 | 2,13 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 2.286 | 64 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3.144.222 | 0,43 | 87.567 | 2,79 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 219.974 | 9,19 | 6.126 | 11,77 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 521.499 | 6,22 | 14.524 | 8,71 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 9.908 | 276 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 27.495.487 | 28,52 | 765.687 | 31,54 | ||||
| 2026-05-12 | 13F | Creative Planning | 2.169.172 | 2,24 | 60.411 | 4,64 | ||||
| 2026-05-08 | 13F | Allen Wealth Management, Llc | 962.107 | 4,70 | 26.795 | 7,16 | ||||
| 2026-05-08 | 13F | Bristlecone Value Partners, LLC | 375.200 | 4,10 | 10.449 | 6,56 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 411.084 | 1,14 | 11.449 | 3,52 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 9.370.273 | 2,07 | 260.962 | 4,48 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 29.575 | 0,19 | 824 | 2,49 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 150.000 | 4.178 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 121.637 | 172,91 | 3.388 | 179,46 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 11.165 | 10,09 | 311 | 12,73 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 28.094 | 0,64 | 782 | 3,03 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 2.024.776 | 4,53 | 56.390 | 6,99 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 45.548 | 6,94 | 1.269 | 9,50 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 93.876 | 58,72 | 2.614 | 62,46 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 189.211 | 0,08 | 5.270 | 2,43 | ||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 449.824 | 5,65 | 12.528 | 8,13 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 8.819 | 0,36 | 245 | 2,51 | ||||
| 2026-05-13 | 13F | Roger Wittlin Investment Advisory, LLC | 12.642 | 0,41 | 352 | 2,92 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 149 | 4 | ||||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 48.208 | 18,66 | 1.343 | 21,45 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 19.657 | 46,07 | 547 | 49,45 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 39.043 | 1.087 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 2.175.364 | 17,72 | 61 | 20,00 | ||||
| 2026-05-14 | 13F | Advisory Alpha, LLC | 8.737 | 243 | ||||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 741.202 | 0,50 | 20.642 | 2,87 | ||||
| 2026-04-22 | 13F | TruNorth Capital Management, LLC | 888.910 | 2,22 | 24.756 | 4,63 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2.224 | 63,77 | 62 | 69,44 | ||||
| 2026-05-12 | 13F | Channel Wealth Llc | 15.062 | 0,02 | 419 | 2,44 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 29.749 | 1,01 | 1 | |||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 29.031 | 3,50 | 809 | 5,90 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 308.870 | 15,23 | 8.602 | 17,95 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 19.602 | 0,05 | 546 | 2,25 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 22.961 | 4.232,26 | 639 | 4.464,29 | ||||
| 2026-04-10 | 13F | Novem Group | 223.227 | 32,12 | 6.217 | 35,22 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 28.407 | 3,72 | 791 | 6,17 | ||||
| 2026-04-21 | 13F | Fingerlakes Wealth Management, Inc. | 19.102 | 45,35 | 532 | 49,02 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 21.231 | 2,04 | 591 | 4,42 | ||||
| 2026-04-09 | 13F | Diversified Management Inc | 37.967 | 1,34 | 1.057 | 3,73 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 21.374 | 1,04 | 595 | 3,48 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 1.138.243 | 2,52 | 31.700 | 4,93 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 180.450 | 10,90 | 5.026 | 13,51 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 20.441 | 11,83 | 569 | 14,49 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 13.457 | 2,91 | 375 | 5,35 | ||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 927.402 | 4,55 | 27.386 | 10,65 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 6.622.443 | 28,49 | 184.435 | 31,51 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 18.410 | 0,77 | 513 | 3,02 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 35.801 | 42,71 | 997 | 40,62 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 111.013 | 1,87 | 3.098 | 4,49 | ||||
| 2026-05-15 | 13F | Tudor Investment Corp Et Al | 381.483 | 10.624 | ||||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 1.608 | 0 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 870 | 24 | ||||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 207.036 | 2,38 | 5.766 | 4,78 | ||||
| 2026-04-28 | 13F | Strata Wealth Advisors, LLC | 594.200 | 7,25 | 16.548 | 9,77 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 140.123 | 32,77 | 3.902 | 35,91 | ||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 1.421 | 0,35 | 40 | 2,63 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 372 | 10 | ||||||
| 2026-04-20 | 13F | Foster Victor Wealth Advisors, LLC | 6.932 | 201 | ||||||
| 2026-05-15 | 13F | Aufman Associates Inc | 678.694 | 18,11 | 18.902 | 20,89 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 4.671.904 | 0,11 | 130.113 | 2,47 | ||||
| 2026-05-12 | 13F | Index Fund Advisors, Inc. | 11.325 | 4,45 | 315 | 6,78 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 1.316 | 161,11 | 37 | 176,92 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 19.327 | 538 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 9.989 | 0,02 | 278 | 2,58 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 28.906 | 805 | ||||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 481.843 | 7,88 | 13 | 8,33 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 15.191 | 25,89 | 423 | 28,96 | ||||
| 2026-05-13 | 13F | Archvest Wealth Advisors, Inc. | 9.287 | 0,23 | 259 | 2,38 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 24.449 | 122,22 | 681 | 127,42 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 7.903 | 220 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 157.807 | 37,49 | 4.398 | 40,83 | ||||
| 2026-04-27 | 13F | JB Capital LLC | 7.285 | 203 | ||||||
| 2026-05-08 | 13F | Urban Financial Advisory Corp | 1.078.214 | 35,77 | 30.028 | 38,97 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 544.387 | 22,05 | 15.161 | 24,93 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 316.570 | 5,37 | 8.816 | 7,85 | ||||
| 2026-04-16 | 13F | Asset Advisory Group, Inc. | 81.804 | 1,22 | 2.278 | 3,64 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 12.071 | 336 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 10.839 | 5,20 | 302 | 7,50 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1.725 | 442,45 | 0 | |||||
| 2026-05-13 | 13F | Franklin Resources Inc | 15.199 | 4,14 | 423 | 6,55 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 84.475 | 5,19 | 2.299 | 8,81 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 217.446 | 3,54 | 6.056 | 5,97 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 585.044 | 20,57 | 16.293 | 23,41 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 548.912 | 42,19 | 15.287 | 45,54 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 100.547 | 0,10 | 2.800 | 2,45 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 1.842 | 50 | ||||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 84.288 | 7,52 | 2.347 | 10,03 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 3.393 | 9,59 | 94 | 11,90 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 20.039 | 1.209,74 | 558 | 1.260,98 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 14.212 | 0,16 | 396 | 2,33 | ||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 83.755 | 5,82 | 2.123 | 6,26 | ||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 48.046 | 6,60 | 1.338 | 9,14 | ||||
| 2026-05-08 | 13F | Equity Wealth Partners, LLC | 454.730 | 13,26 | 12.664 | 15,93 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 18.470 | 47,68 | 1 | |||||
| 2026-04-20 | 13F | White Pine Investment CO | 605.014 | 2,60 | 17 | 0,00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 351.073 | 2,43 | 9.777 | 4,84 | ||||
| 2026-04-24 | 13F | Legend Financial Advisors, Inc. | 382.602 | 0,05 | 10.655 | 2,41 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 7.377 | 223 | ||||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 1.127.401 | 31.398 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 448.705 | 18,11 | 12.286 | 18,84 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 1.318 | 0,38 | 37 | 2,86 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 159.284 | 36,30 | 4.436 | 39,54 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 67.871 | 0,41 | 1.890 | 2,77 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 24.940 | 41,01 | 695 | 44,28 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 9.188 | 19,22 | 256 | 22,01 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 11.904 | 9,49 | 332 | 12,20 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 39.450 | 11,97 | 1.099 | 14,61 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 3.684 | 103 | ||||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 2.996 | 0,44 | 83 | 2,47 | ||||
| 2026-05-11 | 13F | Stillwater Wealth Management Group | 156.852 | 58,48 | 4.368 | 62,26 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 32.187 | 896 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 516.215 | 13,28 | 14.377 | 15,94 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 71.017 | 138,37 | 1.978 | 144,07 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 28.436 | 199,96 | 1 | |||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 780 | 22 | ||||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 46.642 | 1.299 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 89.157 | 0,82 | 2.483 | 6,80 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 97.047 | 2.703 | ||||||
| 2026-04-23 | 13F | First Pacific Financial | 10.690 | 0,44 | 298 | 2,77 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 44.479 | 157,03 | 1.239 | 163,40 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 25.364 | 1,57 | 706 | 3,98 | ||||
| 2026-04-16 | 13F | VVR Holdings LLC | 643.199 | 1,39 | 17.913 | 3,78 | ||||
| 2026-04-28 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 20.908 | 20,97 | 582 | 23,83 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 166.819 | 27,39 | 4.646 | 30,37 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1.011 | 28 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 11.235 | 1,76 | 313 | 4,00 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 8.480 | 0,04 | 236 | 2,61 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 688.232 | 4,73 | 19.167 | 7,19 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 16.667 | 464 | ||||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 704 | 20 | ||||||
| 2026-04-08 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 1.500.003 | 1,40 | 41.775 | 3,78 | ||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 74.801 | 0,01 | 2.083 | 2,36 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 10.747 | 526 | ||||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 5.311 | 148 | ||||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 17.576 | 19,39 | 489 | 22,25 | ||||
| 2026-04-14 | 13F | Cathy Pareto & Associates, Inc | 144.819 | 2,57 | 4.033 | 5,00 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 8.960 | 0,01 | 250 | 2,47 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 19.445 | 16,11 | 542 | 18,90 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 75.944 | 117,69 | 2.115 | 122,87 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 13.946 | 7,19 | 388 | 9,60 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 38.786 | 84,46 | 1.080 | 88,81 | ||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 370.631 | 4,74 | 10.322 | 7,21 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 238.448 | 3,56 | 6.641 | 6,00 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 13.617 | 4,82 | 379 | 7,37 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 1.696.212 | 8,56 | 51.209 | 15,89 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 43.391 | 160,17 | 1.208 | 166,67 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 3.107 | 155.250,00 | 87 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 5.436.335 | 4,10 | 151.402 | 6,55 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 11.546 | 322 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 11.782 | 328 | ||||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 15.675 | 437 | ||||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 39.695 | 8,08 | 1.106 | 10,61 | ||||
| 2026-04-09 | 13F | Wedmont Private Capital | 43.406 | 0,01 | 1.245 | 3,75 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 9.286 | 259 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 8.557 | 238 | ||||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 293.128 | 3,07 | 8.146 | 5,26 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 1.465.255 | 7,11 | 40.807 | 9,63 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 127.177 | 1.073,33 | 3.542 | 1.104,42 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 5.825.215 | 13,08 | 162.232 | 15,74 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 19.175 | 5,85 | 534 | 8,54 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 15.666 | 1,38 | 436 | 3,81 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 170.866 | 7,84 | 4.649 | 11,57 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 30.352 | 170,30 | 845 | 177,05 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 753 | 21 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 20.250 | 564 | ||||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 53.740 | 0,40 | 1.497 | 2,75 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 14.645 | 84,70 | 408 | 89,30 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 3.497 | 95 | ||||||
| 2026-05-12 | 13F | Jeter Robert S II | 8.604 | 261 | ||||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2.093 | 0,43 | 58 | 3,57 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 497.884 | 47,68 | 13.866 | 51,16 | ||||
| 2026-05-15 | 13F | Gross & Hartman Investments LLC | 301.018 | 6,90 | 8.383 | 9,42 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 60.409 | 0,43 | 1.686 | 3,06 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 415.305 | 17,86 | 11.566 | 20,64 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 18.121 | 3,83 | 505 | 6,33 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 68.413 | 2,08 | 1.905 | 4,50 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 159.235 | 3,56 | 4.435 | 6,00 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 121.403 | 15,25 | 3.381 | 17,97 | ||||
| 2026-05-05 | 13F | Evergreen Advisors, LLC | 361 | 10 | ||||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 5.988 | 167 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 649.070 | 22,56 | 18.077 | 25,44 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 13.571 | 0,19 | 378 | 2,45 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 65.555 | 0,10 | 1.826 | 2,47 | ||||
| 2026-04-24 | 13F | FRG Family Wealth Advisors LLC | 151.966 | 6,71 | 4.232 | 9,24 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 382.404 | 26,18 | 10.650 | 29,14 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 49.343 | 7,85 | 1.374 | 10,45 | ||||
| 2026-05-15 | 13F | Aberdeen Wealth Management LLC | 191.609 | 59,49 | 5.336 | 63,23 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 7.392 | 0,01 | 206 | 1,99 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 131.337 | 0,94 | 3.658 | 3,31 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 16.848 | 1,18 | 469 | 3,53 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 15.772 | 16,21 | 439 | 18,97 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 365.247 | 7,45 | 10.172 | 9,98 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 72 | 2 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 25.994 | 9,90 | 724 | 12,44 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 2.073.839 | 57.756 | ||||||
| 2026-05-12 | 13F | Hrc Wealth Management, Llc | 32.132 | 0,56 | 895 | 2,88 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 603.952 | 2,55 | 16.820 | 4,96 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 672.060 | 59,59 | 18.717 | 63,34 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 198.002 | 15,44 | 5.514 | 18,17 | ||||
| 2026-04-22 | 13F | SC&H Financial Advisors, Inc. | 11.847 | 0,41 | 330 | 2,49 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 191.643 | 21,29 | 5.337 | 24,15 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 7.941 | 102,06 | 221 | 108,49 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 15.371 | 77,86 | 428 | 82,13 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 8.334 | 232 | ||||||
| 2026-05-15 | 13F | Destination Wealth Management | 21.872 | 12,79 | 609 | 15,56 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 12.454.472 | 50,20 | 346.857 | 53,74 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 24.777 | 5,94 | 690 | 8,49 | ||||
| 2026-05-12 | 13F | Kuhn & Co Investment Counsel | 45.507 | 8,69 | 1.267 | 11,24 | ||||
| 2026-04-27 | 13F | Burford Brothers, Inc. | 14.574 | 0,39 | 406 | 2,53 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 27.659 | 0,81 | 770 | 3,22 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 331.660 | 0,32 | 9.237 | 2,68 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 14.192 | 395 | ||||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 555 | 15 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 31.342 | 0,37 | 873 | 2,71 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 52.552 | 0,01 | 1.464 | 2,38 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 375.907 | 2,44 | 10.469 | 4,85 | ||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 105.806 | 4,45 | 2.947 | 6,89 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 9.624 | 13,76 | 268 | 16,52 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 12.650 | 16,40 | 352 | 19,32 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 26.350 | 9,56 | 734 | 12,08 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 120.471 | 1,64 | 3.355 | 111.733,33 | ||||
| 2026-05-13 | 13F | Capital Group Private Client Services, Inc. | 89.522 | 2.493 | ||||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 959 | 26 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 26.102 | 10,94 | 727 | 13,44 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 41.338 | 65,29 | 1.151 | 69,26 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 268 | 7 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 1.105.098 | 20,52 | 30.777 | 23,36 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 24.442 | 0,11 | 1 | |||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 28.919 | 161,85 | 805 | 168,33 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 7.369 | 0,40 | 205 | 3,02 | ||||
| 2026-05-15 | 13F | MSA Advisors, LLC | 20.952 | 584 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 10.924 | 304 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 392.060 | 3,12 | 10.919 | 5,55 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 586 | 0,17 | 16 | 6,67 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 2.683.602 | 1,30 | 74.738 | 3,69 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 1.500 | 42 | ||||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 675.288 | 0,50 | 18.807 | 2,86 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 776.713 | 1,04 | 21.631 | 3,41 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 50.175 | 1,45 | 1.397 | 3,87 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 9.606 | 8,08 | 261 | 12,02 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 166.819 | 27,39 | 4.646 | 30,37 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 5.438 | 1,08 | 151 | 3,42 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 419.422.622 | 1,45 | 11.680.920 | 3,83 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 288 | 8 | ||||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 17.498 | 10,54 | 487 | 13,26 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 4.208 | 0,62 | 117 | 3,54 | ||||
| 2026-05-11 | 13F | Partners in Financial Planning | 13.904 | 387 | ||||||
| 2026-04-15 | 13F | Ami Investment Management Inc | 48.309 | 2,72 | 1.345 | 5,16 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 119.602 | 0,01 | 3.331 | 2,34 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 429.428 | 5,02 | 11.960 | 7,50 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 35.210 | 291,48 | 981 | 301,64 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 109.100 | 3.038 | ||||||
| 2026-05-07 | 13F | Tidemark, LLC | 2.912 | 0,28 | 81 | 2,53 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 954.774 | 22,47 | 26.590 | 25,35 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 10.173 | 15,41 | 283 | 18,41 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 359.192 | 2,59 | 10.003 | 5,01 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 9.360 | 278 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 21.715 | 3,30 | 605 | 5,59 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 17.738 | 32,48 | 494 | 30,69 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 152.815 | 18,62 | 4.256 | 21,40 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 89 | 2 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 705.882 | 14,56 | 19.659 | 17,25 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 422 | 0,48 | 12 | 0,00 | ||||
| 2026-05-07 | 13F | Next Capital Management LLC | 128.008 | 6,46 | 3.565 | 8,99 | ||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 1.914.777 | 4,97 | 53.327 | 7,44 | ||||
| 2026-04-21 | 13F | Pallas Capital Advisors LLC | 409.100 | 0,00 | 11.393 | 2,35 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 32.285 | 36,97 | 878 | -39,82 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 7.301 | 203 | ||||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 3.987 | 111 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 87.404 | 120,16 | 2.434 | 125,37 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 394.397 | 17,37 | 10.984 | 20,12 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 26.725 | 0,37 | 744 | 2,76 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 35.995 | 182,31 | 1.002 | 189,60 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 61.975 | 39,53 | 1.726 | 42,80 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 8.720 | 0 | ||||||
| 2026-05-11 | 13F | Fairscale Capital, LLC | 3.375 | 94 | ||||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 7.727 | 0,19 | 215 | 2,87 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 742.041 | 3,70 | 20.666 | 6,14 | ||||
| 2026-04-27 | 13F | Directional Asset Management | 56.296 | 0,40 | 1.568 | 2,75 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 37.643 | 1.048 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 150.800 | 0,57 | 4.103 | 0,59 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 961.046 | 3,72 | 26.765 | 6,16 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 23.542 | 10,24 | 656 | 12,74 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 21.753 | 2,90 | 606 | 5,22 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 40.300 | 49,84 | 1.122 | 53,49 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 127.507 | 5,42 | 3.551 | 7,90 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 3.369 | 102 | ||||||
| 2026-04-13 | 13F | BKA Wealth Consulting, Inc. | 236.154 | 2,92 | 6.577 | 5,33 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 14.858 | 0,36 | 414 | 2,74 | ||||
| 2026-05-07 | 13F | First National Trust Co | 20.860 | 581 | ||||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 7.826 | 0,36 | 218 | 2,36 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 17.403 | 0,03 | 485 | 2,33 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 273.605 | 11,53 | 7.620 | 14,14 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 57.862 | 1,31 | 1.611 | 3,67 | ||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 228.266 | 0,16 | 6.357 | 2,52 | ||||
| 2026-04-13 | 13F | Affinity Capital Advisors, LLC | 13.916 | 84,34 | 388 | 88,78 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 602 | 0,33 | 17 | 0,00 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 701 | 20 | ||||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 346.925 | 4,11 | 9.662 | 6,56 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 1.278 | 36 | ||||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 22.411 | 14,21 | 624 | 17,07 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 24.691 | 4,61 | 688 | 7,01 | ||||
| 2026-04-15 | 13F | Norden Group Llc | 7.924 | 0,41 | 221 | 2,80 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 377.494 | 4,77 | 11 | 11,11 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 12.861 | 358 | ||||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 1.092 | 30 | ||||||
| 2026-05-01 | 13F | Platt Wealth Management LLC | 36.443 | 10,50 | 1 | |||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 734.136 | 4,05 | 20.446 | 6,50 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 327.868 | 4,49 | 9.131 | 6,96 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 2.371.188 | 0,63 | 66.038 | 2,99 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 10.225 | 9,29 | 285 | 11,81 | ||||
| 2026-05-04 | 13F | Wealth Forward, LLC | 561.949 | 2,46 | 15.650 | 4,86 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 65.072 | 10,13 | 1.812 | 12,76 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 13.482 | 1,64 | 375 | 4,17 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 12.412 | 1,95 | 346 | 4,23 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 53.703 | 153,94 | 1.496 | 160,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 2.629.717 | 4,00 | 73.238 | 6,44 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 6.979 | 103,35 | 190 | 133,33 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 30.650 | 1,31 | 854 | 3,65 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 1.006.825 | 23,98 | 28.040 | 26,90 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 14.600 | 0,23 | 407 | 2,53 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 22.545 | 0,23 | 628 | 2,45 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 8.640 | 0,41 | 241 | 2,56 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 14.288 | 398 | ||||||
| 2026-04-15 | 13F | Access Financial Services, Inc. | 494.636 | 7,82 | 13.776 | 10,35 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 149.389 | 27,14 | 4.065 | 31,52 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 2.494.669 | 1,33 | 69.477 | 3,72 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 60.896 | 17,28 | 1.696 | 20,04 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 14.161 | 0,32 | 394 | 2,60 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 3.218.779 | 3,51 | 89.643 | 5,94 | ||||
| 2026-04-09 | 13F | Yanni & Associates Investment Advisors, LLC | 171.751 | 2,18 | 4.783 | 4,59 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 25.449 | 169,53 | 709 | 176,56 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 645 | 19 | ||||||
| 2026-05-12 | 13F | Safe Harbor Family Capital, LLC | 145.345 | 15,22 | 4.048 | 17,92 |
