Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares Morningstar Mid-Cap Growth ETF includono Baer Investment Advisory LLC, Natixis Advisors, L.p., Integrity Wealth Partners, LLC, Cpwa, Llc, Sentinel Advisory Group, LLC, Trust Point Inc., FCG Investment Co, Innova Wealth Partners, Keel Point, LLC, Lido Advisors, LLC, Owl Creek Wealth Partners LLC, Rossby Financial, LCC, Vanguard Advisers Inc, Golden State Equity Partners, Lifetime Wealth Management P.C., Protective Life Corp, BOK Financial Private Wealth, Inc., Innovative Asset Advisors Group, LLC, Massmutual Trust Co Fsb/adv, e Parkside Financial Bank & Trust .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | 13F | Asset Dedication, LLC | 49 | 2,08 | 4 | 0,00 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 129.887 | 1,55 | 10.231 | 0,20 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 3.158 | 1,97 | 249 | 0,40 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 99.479 | 3,30 | 7.836 | 1,91 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 3.197 | 252 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 15.122 | 1,70 | 1.191 | 0,34 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 1.565 | 0,13 | 123 | -0,81 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 3.865 | 2,98 | 304 | 1,67 | ||||
| 2026-06-01 | 13F | Integrated Investment Consultants, LLC | 133.072 | 6,46 | 10.482 | 5,04 | ||||
| 2026-04-29 | 13F | Unified Investment Management | 4.285 | 3,25 | 338 | 1,81 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 931.000 | 14,95 | 74.538 | 15,23 | ||||
| 2026-05-08 | 13F | Horizon Family Wealth, Inc. | 40.634 | 48,28 | 3.201 | 46,32 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 3.952 | 6,27 | 311 | 5,07 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 13.702 | 1 | ||||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 32.050 | 0,11 | 2.525 | -1,25 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 114.967 | 3,02 | 9.539 | 7,06 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 5.915 | 2,34 | 466 | 0,87 | ||||
| 2026-05-11 | 13F | Granville Capital, Inc. | 145.691 | 8,92 | 11.476 | 7,47 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 9.518 | 2,15 | 750 | 0,81 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 5.079 | 50,76 | 400 | 47,06 | ||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 203.880 | 0,27 | 16.060 | -1,07 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 956 | 75 | ||||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 248.475 | 23,96 | 19.572 | 22,30 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 139.661 | 9,48 | 11.001 | 8,01 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 4.029 | 0,02 | 317 | -1,25 | ||||
| 2026-04-24 | 13F | Prospect Financial Services LLC | 37.922 | 0,77 | 2.987 | -0,57 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 943.563 | 2,90 | 74.324 | 1,53 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 58.319 | 33,16 | 5.016 | 37,88 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 4.651 | 366 | ||||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 2.705 | 0,19 | 213 | -0,93 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 9.300 | 0,10 | 733 | -1,21 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.980 | 156 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1.472 | 0,07 | 0 | |||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 592 | 0,51 | 47 | -2,13 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 161.271 | 7,24 | 12.703 | 5,81 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 101.932 | 3,76 | 8.029 | 2,37 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 91.869 | 25,53 | 6.983 | 19,49 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 4.098 | 6,14 | 323 | 4,55 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 1.652 | 1.965,00 | 130 | -0,76 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 477.177 | 5,81 | 37.587 | 4,39 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 15.991 | 1,85 | 1.260 | 0,48 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 5.378 | 12,23 | 424 | 10,73 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 50.026 | 1,79 | 4 | 0,00 | ||||
| 2026-05-12 | 13F | Wood Tarver Financial Group, LLC | 107.243 | 6,96 | 8 | 0,00 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 10.878 | 12,38 | 857 | 10,88 | ||||
| 2026-04-30 | 13F | Granite Investment Partners, LLC | 2.210 | 0,05 | 174 | -1,14 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 65.661 | 4,48 | 5.172 | 3,09 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 8.947 | 8,58 | 705 | 7,15 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 21.500 | 10,38 | 1.694 | 8,87 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 725 | 0,28 | 57 | 0,00 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 8.392 | 0,20 | 661 | -1,05 | ||||
| 2026-05-11 | 13F | Chaney Capital Management, Inc. | 59.306 | 9,32 | 4.672 | 7,85 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 17.395 | 81,44 | 1.370 | 79,08 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 31.833 | 0,46 | 2.501 | -3,62 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 97.866 | 22,84 | 7.709 | 21,18 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 382.492 | 8,57 | 34.260 | 16,47 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 980 | 77 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 87 | 7 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 71.521 | 18,79 | 5.634 | 17,18 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 107.018 | 0,79 | 8.430 | -0,57 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 9.444 | 744 | ||||||
| 2026-04-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 88.437 | 2,64 | 6.966 | 1,26 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 12.428 | 1,50 | 979 | 0,20 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 3.386 | 267 | ||||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 1 | 0 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 18.368 | 47,50 | 1.447 | 45,47 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.279.461 | 11,32 | 100.783 | 9,83 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 1.654 | 27,23 | 132 | 23,36 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.603.354 | 6,33 | 205.066 | 4,91 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 210 | 100,00 | 17 | 100,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 32.224 | 907,00 | 2.538 | 895,29 | ||||
| 2026-04-24 | 13F | Kendall Capital Management | 3.071 | 0,07 | 242 | -1,63 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 107.479 | 64,34 | 8.466 | 71,41 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 17.374 | 221,26 | 1.369 | 217,40 | ||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 171 | 13 | ||||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 46.606 | 6,07 | 4 | 0,00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 12.206 | 2.636,77 | 962 | 2.645,71 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 26.098 | 15,28 | 2.056 | 13,72 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 30.306 | 0,02 | 2.387 | -1,32 | ||||
| 2026-04-08 | 13F | Ptm Wealth Management, Llc | 157.049 | 23,07 | 12.658 | 21,45 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 567.589 | 2,82 | 44.709 | 1,44 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 51.612 | 1,35 | 4.065 | 0,00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 118 | 9 | ||||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 57.289 | 25,79 | 4.513 | 19,87 | ||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 226.883 | 14,22 | 17.872 | 12,69 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 7.856 | 3,22 | 627 | -0,32 | ||||
| 2026-04-16 | 13F | OxenFree Capital LLC | 110.463 | 20,28 | 9.429 | 28,60 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 42.294 | 59,34 | 3.332 | 57,20 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 22.340 | 1,91 | 1.760 | 0,51 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 20.726 | 3,93 | 1.633 | 2,51 | ||||
| 2026-05-15 | 13F/A | Studio Investment Management Llc | 3.594 | 13,99 | 283 | 12,75 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 54.568 | 11,96 | 4.298 | 10,46 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 105 | 8 | ||||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 56.619 | 4,88 | 4.460 | 3,46 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 37.954 | 53,65 | 2.922 | 48,17 | ||||
| 2026-05-01 | 13F | Cosner Financial Group, LLC | 273.465 | 1,12 | 21.541 | -0,24 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 70.492 | 11,12 | 5.553 | 9,64 | ||||
| 2026-04-09 | 13F | FCG Investment Co | 3.390 | 267 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 138.725 | 6,85 | 10.927 | 5,42 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 3.946 | 8,14 | 311 | 6,53 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 436 | 34 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 448.504 | 3,55 | 35.329 | 2,17 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 11.090 | 116,64 | 874 | 113,97 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 8.245 | 2,36 | 649 | -2,55 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 338 | 0,30 | 27 | 0,00 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 244.308 | 5,56 | 19.244 | 4,15 | ||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 431.977 | 34.027 | ||||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 40.791 | 1,99 | 3 | 0,00 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 25.050 | 13,29 | 1.973 | 11,78 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 2.674 | 211 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.023.069 | 5,69 | 80.587 | 4,27 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 36.941 | 15,02 | 2.910 | 13,46 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 25.272 | 1,01 | 2.224 | 6,56 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 51 | 4 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 786 | 22,62 | 62 | 19,61 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 2.716 | 0,04 | 225 | -0,88 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 22.310 | 63,19 | 1.757 | 61,04 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 5.067 | 13,58 | 399 | 7,55 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 536 | 0,19 | 42 | 0,00 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 165.140 | 3,65 | 13.008 | 2,26 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 59.594 | 12,27 | 4.694 | 10,76 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 26.930 | 34,05 | 2.121 | 32,23 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 289.294 | 5,91 | 22.788 | 4,49 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 10.429 | 3,10 | 822 | 1,73 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 229.955 | 2,77 | 18.114 | 1,39 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 31.193 | 5,20 | 2.731 | 15,34 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 8.383 | 660 | ||||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 4.563 | 0,15 | 359 | -1,10 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 33.867 | 16,98 | 2.668 | 15,40 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 484.222 | 2,51 | 38.150 | 1,14 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 10.827 | 76,77 | 853 | 74,23 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 6.373 | 2,07 | 502 | 0,80 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 9.825 | 1,07 | 774 | -0,39 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 134.237 | 7,62 | 11 | 11,11 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 5.246 | 3,04 | 413 | 1,72 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 3.044 | 240 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 33.141 | 8,93 | 2.610 | 7,45 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 8.035 | 6,42 | 633 | 4,98 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 10.695 | 12,63 | 842 | 11,08 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 905 | 72 | ||||||
| 2026-04-22 | 13F | DDFG, Inc | 77.581 | 53,76 | 6.111 | 51,71 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 3.071 | 7,30 | 233 | 0,87 | ||||
| 2026-04-27 | 13F | Victory Financial Group, Llc | 431.977 | 2,54 | 34.027 | 1,16 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 260.379 | 530,06 | 20.510 | 521,70 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 13.856 | 18,92 | 1.091 | 17,31 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 9.149 | 2,41 | 721 | 0,98 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 64 | -43,36 | ||||||
| 2026-04-24 | 13F | Innova Wealth Partners | 3.170 | 250 | ||||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 9.000 | 709 | ||||||
| 2026-04-15 | 13F | LongView Wealth Management | 4.015 | 3,03 | 343 | 6,52 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 3.300 | 23,27 | 260 | 21,60 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 80.219 | 0,79 | 6.319 | -0,57 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1.180 | 26,88 | 93 | 24,32 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 3.668 | 1,72 | 293 | 1,74 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 2.795 | 0,07 | 223 | 0,00 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 137.244 | 8,59 | 10.811 | 7,13 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 11.720 | 923 | ||||||
| 2026-04-10 | 13F | Cerro Pacific Wealth Advisors LLC | 58.311 | 24,01 | 4.593 | 22,35 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 12.107 | 159,58 | 1 | |||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 7.982 | 22,65 | 629 | 21,00 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 21 | 2 | ||||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 220.414 | 36,25 | 17.362 | 34,42 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 18.199 | 38,47 | 1.434 | 36,61 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 18.944 | 220,70 | 1.492 | 205,74 | ||||
| 2026-03-09 | 13F | Lifetime Wealth Management P.C. | 113 | 2.223 | ||||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 4.090 | 0,15 | 328 | -0,30 | ||||
| 2026-05-12 | 13F | Creative Planning | 49.724 | 2,28 | 3.917 | 0,90 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 77.518 | 10,97 | 6.106 | 9,49 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 1.550 | 122 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 11.366 | 0,04 | 895 | -1,32 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 26.373 | 38,30 | 2.077 | 36,47 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 6.614 | 3,42 | 521 | 2,77 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 10.797 | 87,32 | 850 | 84,78 | ||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 21.095 | 0,05 | 1.662 | -1,31 | ||||
| 2026-04-24 | 13F | Means Investment Co., Inc. | 4.108 | 2,55 | 324 | 1,25 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 2.643 | 208 | ||||||
| 2026-05-13 | 13F | Cpwa, Llc | 9.306 | 845 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 458 | 367,35 | 36 | 414,29 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 531 | 0,19 | 42 | -2,38 | ||||
| 2026-05-04 | 13F | LaFleur & Godfrey LLC | 11.257 | 0,93 | 887 | -0,45 | ||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 4.679 | 20,44 | 369 | 18,71 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 54 | 4 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 4.635 | 42,66 | 365 | 40,93 | ||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 64 | 5 | ||||||
| 2026-04-10 | 13F | Matrix Trust Co | 203.880 | 0,27 | 16 | 0,00 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 7.074 | 0,03 | 557 | -1,24 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 591 | 0,34 | 47 | -2,13 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 6.907 | 92,34 | 544 | 90,21 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 14 | 1 | ||||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 17.666 | 1,87 | 1.392 | 0,51 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 4.032 | 2,60 | 318 | 1,28 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 16.717 | 183,00 | 1.335 | 173,36 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 13.193 | 4,85 | 1.039 | 3,49 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 11.600 | 5,12 | 914 | 3,63 | ||||
| 2026-05-04 | 13F | Nwam Llc | 51.953 | 0,02 | 4.092 | -5,21 | ||||
| 2026-05-29 | 13F | Ipsen Advisor Group LLC | 80.501 | 1,87 | 6.341 | 0,52 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 291.617 | 0,13 | 22.971 | -1,21 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 107.603 | 6,15 | 8.476 | 4,72 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 8.838 | 19,24 | 696 | 17,77 |
