USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund - Proprietà istituzionale - Venditori

WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
US ˙ ARCA ˙ US97717Y5270

Proprietà istituzionale e dei fondi - Venditori

Questa pagina mostra le istituzioni, i fondi e i principali azionisti che hanno ridotto le partecipazioni o chiuso le loro posizioni nell'ultimo periodo di riferimento. Le righe rosse indicano le posizioni chiuse. Fai clic sullicona 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
(%)
2026-05-08 13F Opus Financial Solutions LLC 12.696 -7,33 639 -7,26
2026-04-07 13F Park Avenue Securities Llc 33.435 -2,88 2 0,00
2026-05-15 13F Millennium Management Llc 0 -100,00 0
2026-05-05 13F HighTower Advisors, LLC 2.340.291 -1,63 117.811 -1,59
2026-05-15 13F Cascades Capital Asset Management, LLC 71.642 -39,58 3.606 -39,57
2026-01-20 13F Partners Wealth Management, Llc 0 -100,00 0 -100,00
2026-04-14 13F Value Investment Professionals, LLC 0 -100,00 0
2026-04-20 13F LifeWealth Investments, LLC 8.219 -58,96 414 -58,99
2026-05-11 13F Foundations Investment Advisors, LLC 10.451 -48,41 526 -48,38
2026-05-11 13F Insight Advisors, LLC/ PA 0 -100,00 0
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-04-30 13F Landaas & Co /wi /adv 39.170 -34,40 1.972 -34,39
2026-04-20 13F Sowell Financial Services LLC 48.600 -0,63 2.447 -0,57
2026-05-12 13F IFG Advisory, LLC 0 -100,00 0
2026-04-15 13F Activest Wealth Management 83.209 -29,07 4.189 -29,04
2026-05-04 13F Geneos Wealth Management Inc. 85.178 -31,00 4.288 -30,98
2026-05-14 13F Integrity Wealth Advisors, Inc. 20.602 -2,63 1.037 -2,63
2026-05-04 13F Mml Investors Services, Llc 312.861 -3,89 15.749 -3,85
2026-05-01 13F Sovran Advisors, LLC 4.951 -27,21 249 -27,19
2026-04-29 13F IAG Wealth Partners, LLC 2.969 -65,77 149 -65,83
2026-05-15 13F Tower Research Capital LLC (TRC) 258.347 -59,71 13.005 -59,69
2026-05-15 13F Adalta Capital Management LLC 9.495 -40,66 478 -40,75
2026-05-06 13F PeakShares LLC 0 -100,00 0
2026-05-12 13F Strategic Wealth Partners, Ltd. 51.366 -1,01 2.586 -1,00
2026-04-23 13F Capital Management Corp /va 195.251 -8,47 9.829 -8,43
2026-05-04 13F Evernest Financial Advisors, LLC 8.911 -91,92 448 -91,94
2026-05-11 13F TD Capital Management LLC 113.656 -20,55 5.721 -20,52
2026-04-27 13F Turtle Creek Wealth Advisors, LLC 18.014 -6,45 907 -6,50
2026-05-14 13F VestGen Advisors, LLC 13.878 -42,97 700 -42,89
2026-04-13 13F Nvest Wealth Strategies, Inc. 2.910 -2,58 146 -2,67
2026-04-23 13F J.w. Cole Advisors, Inc. 14.009 -31,74 705 -31,69
2026-04-08 13F Stonebridge Financial Group, LLC 524.779 -25,05 26.417 -25,02
2026-04-27 13F Serenus Wealth Advisors, LLC 2.418.262 -7,11 121.735 -7,08
2026-05-08 13F Everett Harris & Co /ca/ 13.700 -52,26 690 -52,29
2026-02-10 13F Natixis Advisors, L.p. 0 -100,00 0
2026-04-15 13F Signature Estate & Investment Advisors Llc 25.224 -33,23 1.270 -33,21
2026-04-17 13F Vermillion Wealth Management, Inc. 335 -24,89 17 -27,27
2026-04-07 13F G&S Capital LLC 8.055 -15,21 405 -15,27
2026-04-30 13F Prevail Innovative Wealth Advisors, Llc 6.178 -76,86 311 -76,84
2026-05-11 13F Great Valley Advisor Group, Inc. 26.148 -26,18 1.316 -26,15
2026-05-13 13F Lunt Capital Management, Inc. 851.899 -4,59 42.885 -4,55
2026-04-29 13F Envestnet Portfolio Solutions, Inc. 21.686 -30,72 1.092 -30,73
2026-05-15 13F CI Private Wealth, LLC 41.369 -49,24 2.083 -49,23
2026-05-13 13F Brinker Capital Investments, LLC 42.803 -9,93 2.155 -9,91
2026-05-14 13F Raymond James Financial Inc 7.040.261 -0,95 354.407 -0,91
2026-04-24 13F Cassia Capital Partners, LLC 264.778 -2,68 13.329 -2,64
2026-04-13 13F St Germain D J Co Inc 0 -100,00 0
2026-05-13 13F Cetera Investment Advisers 1.708.823 -22,14 86.022 -22,11
2026-05-05 13F Smart Money Group LLC 56.732 -10,87 2.856 -10,84
2026-05-15 13F Flow Traders U.s. Llc 0 -100,00 0
2026-05-15 13F Royal Bank Of Canada 2.815.078 -10,42 141.711 -10,38
2026-05-11 13F Aptus Capital Advisors, LLC 394.137 -0,29 19.841 -0,25
2026-05-15 13F Change Path, LLC 59.049 -29,59 2.973 -29,57
2026-04-20 13F Watchman Group, Inc. 27.825 -36,29 1.401 -36,28
2026-05-05 13F UBS Group AG 5.091.228 -9,63 256.292 -9,59
2026-05-06 13F GatePass Capital, LLC 73.000 -4,01 3.675 -3,97
2026-04-15 13F Exchange Traded Concepts, Llc 105.562 -0,94 5.314 -0,91
2026-04-16 13F Envision Financial LLC 285.395 -15,44 14.367 -15,40
2026-04-23 13F Catalina Capital Group, LLC 359.264 -3,93 18.085 -3,89
2026-04-14 13F Nbc Securities, Inc. 26.472 -5,21 1.333 -5,20
2026-05-15 13F Engineers Gate Manager LP 0 -100,00 0
2026-05-07 13F TCTC Holdings, LLC 0 -100,00 0
2026-04-27 13F Revisor Wealth Management LLC 0 -100,00 0
2026-04-07 13F Stonekeep Investments, LLC 332.865 -18,07 16.756 83.680,00
2026-04-24 13F Brown Financial Advisory 0 -100,00 0
2026-04-20 13F Kestra Private Wealth Services, Llc 810.901 -4,30 40.821 -4,27
2026-04-17 13F Webster Bank, N. A. 418.825 -2,62 21.084 -2,58
2026-05-11 13F Integrity Alliance, Llc. 599.018 -0,42 30.155 -0,38
2026-05-15 13F BFI Wealth Solutions, LLC 127.829 -43,53 6.436 -43,51
2026-05-11 13F Ellevest, Inc. 90.267 -9,90 4.544 -9,86
2026-05-15 13F IHT Wealth Management, LLC 1.781.664 -6,98 89.689 -6,94
2026-04-15 13F Curran Financial Partners, LLC 87.899 -19,17 4.425 -19,15
2026-04-23 13F Embree Financial Group 5.571 -27,55 280 -27,46
2026-02-12 13F BRYN MAWR TRUST Co 0 -100,00 0 -100,00
2026-04-29 13F Cary Street Partners Financial Llc 271.698 -13,38 13.677 -13,34
2026-05-14 13F EP Wealth Advisors, Inc. 20.181 -7,21 1.016 -7,22
2026-02-11 13F Fiera Capital Corp 0 -100,00 0
2026-04-16 13F Capital Investment Advisors, LLC 0 -100,00 0
2026-05-08 13F Blair William & Co/il 861.142 -6,56 43.350 -6,53
2026-05-14 13F Captrust Financial Advisors 5.254.391 -26,99 264.506 -26,96
2026-05-14 13F Cwm, Llc 312.640 -16,73 15.738 87.333,33
2026-04-21 13F Wedbush Securities Inc 20.869 -1,66 1 0,00
2026-05-14 13F Bank of Marin 18.165 -10,09 914 -10,04
2026-05-13 13F/A Jpmorgan Chase & Co 776.241 -14,39 39.076 -14,35
2026-05-04 13F Sigma Planning Corp 0 -100,00 0
2026-05-08 13F Christian Investment Advisors, Inc. 230.445 -23,25 11.603 -23,21
2026-04-14 13F Focus Financial Network, Inc. 76.834 -12,13 3.868 -12,09
2026-04-15 13F BDFS Capital LLC 31.878 -4,11 1.605 -4,07
2026-05-07 13F Authentikos Wealth Advisory, LLC 30.596 -12,81 1.540 -12,75
2026-02-17 13F Prostatis Group LLC 0 -100,00 0
2026-01-22 13F Premier Path Wealth Partners, LLC 0 -100,00 0
2026-05-04 13F Savant Capital, LLC 16.045 -50,74 808 -50,73
2026-02-17 13F Regal Investment Advisors LLC 0 -100,00 0
2026-02-13 13F J Hagan Capital, Inc. 0 -100,00 0
2026-05-06 13F IMA Wealth, Inc. 0 -100,00 0
2026-04-22 13F Morris Retirement Advisors, LLC 4.787 -36,40 241 -36,51
2026-05-05 13F Ethos Financial Group, LLC 61.793 -29,04 3.111 -29,01
2026-04-27 13F Tsfg, Llc 134 -32,66 0
2026-04-20 13F Riverchase Wealth Management, Llc 8.698 -68,24 438 -68,29
2026-05-14 13F Permanent Capital Management, LP 274.856 -21,05 13.839 -21,00
2026-05-15 13F TCG Advisory Services, LLC 172.125 -11,03 8.665 -10,99
2026-05-04 13F Flynn Zito Capital Management, Llc 26.686 -2,26 1.343 -2,18
2026-04-24 13F EJMK Ventures LLC 0 -100,00 0
2026-02-11 13F Prudential Plc 0 -100,00 0
2026-05-14 13F Allworth Financial LP 61.589 -2,41 3.100 -2,36
2026-02-17 13F Chokshi & Queen Wealth Advisors, Inc 0 -100,00 0
2026-05-13 13F Lido Advisors, LLC 894.474 -18,21 45.028 -18,09
2026-04-08 13F Melone Private Wealth, LLC 425.768 -0,80 21.433 -0,76
2026-02-13 13F Gts Securities Llc 0 -100,00 0
2026-04-09 13F ASL Financial, LLC 19.385 -5,81 976 -5,80
2026-02-17 13F Zacks Investment Management 0 -100,00 0
2026-04-21 13F Pallas Capital Advisors LLC 277.181 -12,69 13.953 -12,66
2026-05-14 13F Kilter Group LLC 0 -100,00 0
2026-04-21 13F Avaii Wealth Management, Llc 40.267 -9,49 2.027 -9,43
2026-04-21 13F Alpine Bank Wealth Management 264.707 -73,83 13.325 -73,82
2026-04-30 13F Mason & Associates Inc 158.697 -22,32 7.989 -22,30
2026-04-08 13F Castle Rock Wealth Management, LLC 236.931 -4,48 11.932 -4,48
2026-04-28 13F Investment Advisory Services Group LLC 5.863 -77,13 295 -77,13
2026-05-15 13F Guggenheim Capital Llc 9.561 -41,56 481 -41,56
2026-04-22 13F DORVAL Corp 4.372 -97,51 220 -97,51
2026-04-29 13F Integrity Investment Advisors, LLC 15.026 -25,03 756 -25,00
2026-05-15 13F National Bank Of Canada /fi/ 3.427 -86,28 172 -86,31
2026-04-28 13F Woodard & Co Asset Management Group Inc /adv 86.891 -4,94 4.374 -4,89
2026-01-27 13F DSG Capital Advisors, LLC 0 -100,00 0
2026-05-05 13F Valtinson Bruner Financial Planning LLC 4.574 -4,13 230 -4,17
2026-04-28 13F Flagship Harbor Advisors, Llc 174.287 -16,07 8.774 -16,04
2026-02-06 13F GPS Wealth Strategies Group, LLC 31.000 -51,25 1.560 -51,22
2026-04-15 13F Wealthcare Capital Partners, LLC 651.298 -10,27 32.786 -10,23
2026-04-16 13F Annex Advisory Services, LLC 10.791 -22,55 543 -22,54
2026-01-23 13F Halbert Hargrove Global Advisors, Llc 0 -100,00 0
2026-05-11 13F Umb Bank N A/mo 16.352 -12,02 823 -11,98
2026-05-05 13F Collaborative Wealth Managment Inc. 26.830 -65,40 1.351 -65,39
2026-04-17 13F Krilogy Financial LLC 8.723 -26,66 440 -26,83
2026-04-10 13F Winebrenner Capital Management Llc 14.179 -28,93 714 -28,91
2026-05-06 13F MTM Investment Management, LLC 7.030 -5,79 354 -5,87
2026-01-09 13F Zrc Wealth Management, Llc 0 -100,00 0
2026-05-08 13F Guidance Capital, Inc 31.331 -1,18 1.578 -1,31
2026-05-13 13F Calton & Associates, Inc. 269.716 -8,82 13.577 -8,79
2026-05-15 13F Equitable Holdings, Inc. 178.840 -7,46 8.999 -7,47
2026-04-15 13F Fortitude Family Office, LLC 70 -38,05 4 -40,00
2026-02-10 13F Goldman Sachs Group Inc 0 -100,00 0
2026-02-12 13F Jane Street Group, Llc 0 -100,00 0
2026-01-28 13F Wealth Management Nebraska 0 -100,00 0
2026-04-07 13F Anderson Hoagland & Co 184.627 -3,24 9.294 -3,20
2026-05-12 13F Advyzon Investment Management, LLC 0 -100,00 0
2026-05-05 13F Leo Wealth, LLC 344.162 -24,38 17.521 -23,91
2026-04-27 13F Denver Wealth Management, Inc. 39.931 -20,59 2.010 -20,55
2026-04-10 13F Novem Group 63.283 -36,10 3.186 -36,08
2026-04-30 13F Summa Corp. 4.090 -64,28 206 -64,41
2026-05-13 13F NewEdge Wealth, LLC 7.632.376 -8,38 384.214 -8,34
2026-04-30 13F Guided Capital Wealth Management, LLC 103.599 -61,30 5.215 -61,28
2026-05-06 13F LPL Financial LLC 12.759.066 -0,74 642.291 -0,70
2026-05-18 13F Centaurus Financial, Inc. 7.935 -4,75 0
2026-01-08 13F Maridea Wealth Management LLC 0 -100,00 0
2026-04-15 13F Family Legacy Financial Solutions, LLC 210.687 -35,29 10.606 66.181,25
2026-05-13 13F Kingdom Financial Group LLC. 2.916 -33,95 147 -34,23
2026-05-05 13F PFG Advisors 52.445 -10,68 2.640 -10,63
2026-05-12 13F Cambiar Investors Llc 19.269 -26,93 970 -26,85
2026-04-20 13F SILVER OAK SECURITIES, Inc 105.051 -3,99 5.288 -3,92
2026-04-30 13F Beacon Financial Group 74.728 -6,09 3.762 -6,07
2026-04-27 13F Mosley Wealth Management 13.112 -23,56 659 -23,64
2026-04-23 13F Oregon Pacific Wealth Management, LLC 0 -100,00 0
2026-05-12 13F Laurel Wealth Advisors LLC 151.841 -5,81 7.653 -5,67
2026-01-22 13F Financial Consulate, Inc 0 -100,00 0
2026-01-20 13F Stratos Wealth Advisors, LLC 0 -100,00 0
2026-04-28 13F Cypress Capital, LLC 113.716 -79,91 5.724 -79,91
2026-04-28 13F Stephens Inc /ar/ 161.111 -37,55 8.110 -37,52
2026-04-06 13F Private Client Services, Llc 0 -100,00 0
2026-05-06 13F Frontier Asset Management, LLC 5.473 -15,24 276 -15,12
2026-05-15 13F Susquehanna International Group, Llp 0 -100,00 0
2026-05-05 13F Crestwood Advisors Group LLC 63.786 -0,02 3.211 0,00
2026-05-01 13F Holistic Planning, LLC 475.638 -19,67 23.944 -19,64
2026-05-11 13F Founders Financial Alliance, LLC 29.568 -12,91 1.488 -12,88
2026-01-07 13F Qp Wealth Management, Llc 0 -100,00 0
2026-01-26 13F Consolidated Portfolio Review Corp 0 -100,00 0
2026-05-04 13F Nwam Llc 52.748 -0,48 2.655 -0,75
2026-05-04 13F Financial Security Advisor, Inc. 304.532 -3,15 15.330 -3,11
2026-04-27 13F PFG Investments, LLC 33.104 -2,28 1.666 -2,23
2026-04-21 13F New Perspectives, Inc 416.317 -0,05 20.957 -0,01
2026-04-24 13F Luminist Capital LLC 0 -100,00 0
2026-02-13 13F Tobias Financial Advisors, Inc. 0 -100,00 0
2026-05-14 13F Northern Trust Corp 22.100 -0,01 1.113 0,00
2026-05-15 13F XTX Topco Ltd 0 -100,00 0
2026-05-13 13F AE Wealth Management LLC 8.850 -46,86 446 -46,90
2026-05-08 13F Addison Advisors LLC 59.823 -12,11 3.011 -12,09
2026-05-12 13F Resurgent Financial Advisors LLC 36.267 -0,83 1.826 -0,82
2026-05-19 13F Western Wealth Management, LLC 85.600 -15,55 4.309 -15,51
2026-05-04 13F Optima Capital Llc 42.783 -12,38 2.154 -12,34
2026-05-05 13F NerdWallet Wealth Partners, LLC 0 -100,00 0
2026-04-23 13F OakTrust Wealth Advisors, LLC 69.621 -10,83 3.505 -10,79
2026-05-08 13F Creekmur Asset Management LLC 0 -100,00 0
2026-05-12 13F Kingsview Wealth Management, LLC 136.841 -0,96 6.889 -0,92
2026-04-27 13F Nvwm, Llc 199.765 -3,64 10.056 -3,60
2026-05-05 13F Quartz Partners, LLC 17.068 -33,33 859 -33,31
2026-05-14 13F Gladstone Institutional Advisory LLC 538.649 -48,35 27.116 -48,33
2026-05-14 13F Vermillion & White Wealth Management Group, LLC 0 -100,00 0
2026-05-14 13F Manhattan West Asset Management, LLC 44.499 -35,55 2.240 -35,52
2026-05-14 13F Modern Wealth Management, LLC 301.496 -1,33 15.177 -1,29
2026-05-13 13F SRS Capital Advisors, Inc. 147 -34,67 7 -36,36
2026-04-15 13F Bernardo Wealth Planning LLC 23.799 -75,13 1.198 -75,11
2026-04-16 13F Uhlmann Price Securities, Llc 438.370 -5,78 22.179 -6,10
2026-05-05 13F D.a. Davidson & Co. 128.831 -0,24 6.485 -0,20
2026-05-15 13F Warren Averett Asset Management, LLC 65.131 -19,54 3.279 -19,52
2026-05-07 13F Lowe Brockenbrough & Co Inc 4.885 -50,10 246 -50,20
2026-02-11 13F Portfolio Design Labs, LLC 0 -100,00 0
2026-05-12 13F Acorn Creek Capital Llc 239.376 -0,50 12.050 -0,45
2026-05-12 13F TD Waterhouse Canada Inc. 2.971 -37,51 150 -37,66
2026-04-14 13F XY Planning Network, Inc. 23.313 -23,44 1.174 -23,43
2026-04-22 13F First Financial Group Corp 81.624 -1,48 4.109 -1,46
2026-05-13 13F Ankerstar Wealth, LLC 175.039 -2,20 8.811 -2,15
2026-04-23 13F Blue Rock Wealth Management LLC 17.362 -0,01 874 0,11
2026-05-01 13F Wealthspire Advisors, LLC 809.798 -31,01 40.765 -30,98
2026-02-06 13F/A Flavin Financial Services, Inc. 0 -100,00 0 -100,00
2026-05-15 13F Catherine Avery Investment Management LLC 0 -100,00 0
2026-05-13 13F Wealth Management Associates, Inc. 9.672 -4,04 487 -4,14
2026-05-04 13F Garrison Bradford & Associates Inc 36.000 -13,57 1.812 -13,51
2026-04-17 13F Andina Capital Management, LLC 80.071 -49,57 4.031 -49,56
2026-02-13 13F Barclays Plc 0 -100,00 0
2026-05-07 13F Continuum Wealth Advisors, Llc 23.068 -0,88 1.161 -0,85
2026-05-15 13F Knightsbridge Asset Management, Llc 1.238.547 -33,44 62.348 -33,42
2026-05-27 13F Allen Capital Group, LLC 238.214 -10,55 11.992 -10,51
2026-04-13 13F Creative Financial Designs Inc /adv 3.001 -3,66 151 -3,21
2026-04-21 13F Cypress Capital Advisors, LLC 8.403 -93,62 423 -93,62
2026-04-20 13F Segment Wealth Management, LLC 20.665 -6,58 1.040 -6,56
2026-04-24 13F DeLarme Wealth Management, Inc. 4.701 -1,51 237 -1,67
2026-05-15 13F Toroso Investments, LLC 0 -100,00 0
2026-04-23 13F Etesian Wealth Advisors, Inc. 361.062 -14,50 18.176 -14,47
2026-05-15 13F AlphaCore Capital LLC 764.110 -3,12 38.465 -3,08
2026-01-29 13F Comerica Bank 43.392 -2,88 2.183 -2,80
2026-04-03 13F Global Wealth Strategies & Associates 8 -91,11 0 -100,00
2026-02-10 13F Clear Point Advisors Inc. 0 -100,00 0
2026-04-16 13F Brookstone Capital Management 0 -100,00 0
2026-05-15 13F Two Sigma Securities, Llc 25.519 -58,31 1.285 -58,31
2026-05-12 13F Cahill Financial Advisors Inc 35.791 -5,87 1.802 -5,85
2026-04-27 13F HB Wealth Management, LLC 0 -100,00 0
2026-05-15 13F Weaver Consulting Group 10.964 -0,34 552 -0,36
2026-04-13 13F Garrett Investment Advisors LLC 10.908 -49,41 549 -49,40
2026-05-12 13F Reyes Financial Architecture, Inc. 307.503 -2,28 15.480 -2,25
2026-05-05 13F Almanack Investment Partners, LLC. 18.654 -43,69 939 -43,67
2026-04-24 13F National Asset Management, Inc. 25.586 -5,13 1.288 -5,08
2026-04-20 13F Independent Wealth Network Inc. 8.358 -0,24 421 -0,24
2026-05-15 13F SkyView Investment Advisors, LLC 0 -100,00 0
2026-05-15 13F Guardian Wealth Advisors, Llc / Nc 275.161 -36,86 13.852 -36,84
2026-05-14 13F HighPoint Advisor Group LLC 239.275 -0,31 12.045 -0,27
2026-04-29 13F Harbour Capital Advisors, LLC 6.400 -6,57 323 -6,40
2026-02-04 13F Summit Wealth Group Llc / Co 0 -100,00 0
2026-02-06 13F Redmont Wealth Advisors Llc 436 -18,50 22 -19,23
2026-04-21 13F Kane Co Wealth Management, Inc. 74.083 -1,46 3.729 -1,43
2026-02-11 13F Symphony Financial, Ltd. Co. 0 -100,00 0
2026-05-14 13F Main Management LLC 2.790 -13,43 0
2026-05-08 13F Middleton & Co Inc/ma 51.681 -3,45 2.602 -3,42
2026-05-01 13F Emerald Investment Partners, Llc 17.546 -47,51 883 -47,50
2026-04-27 13F BIP Wealth, LLC 5.099.716 -3,89 256.720 -3,85
2026-05-15 13F NorthRock Partners, LLC 61.409 -5,17 3.091 -5,13
2026-04-13 13F Leibman Financial Services, Inc. 244.499 -17,26 12.308 -17,22
2026-05-01 13F Citizens Financial Group Inc/ri 31.892 -3,61 1.605 -3,55
2026-04-20 13F First PREMIER Bank 16.454 -9,22 1
2026-04-28 13F Stratos Wealth Partners, LTD. 192.431 -19,50 9.687 -19,48
2026-05-07 13F VisionPoint Advisory Group, LLC 4.957 -0,46 250 -0,40
2026-04-21 13F Nemes Rush Group LLC 49.304 -40,69 2.482 -40,69
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-04-24 13F Essex Financial Services, Inc. 9.682 -6,75 487 -6,70
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 889.472 -15,05 45 -15,38
2026-05-05 13F Milestone Investment Advisors LLC 207.782 -0,33 10.460 -0,30
2026-05-11 13F CacheTech Inc. 0 -100,00 0
2026-04-22 13F Pinnacle Bancorp, Inc. 0 -100,00 0
2026-05-14 13F Financial Sense Advisors, Inc. 0 -100,00 0
2026-05-07 13F Regimen Wealth, Llc 293.886 -31,39 14.794 -31,36
2026-02-13 13F Commerce Bank 0 -100,00 0
2026-04-17 13F RFG Advisory, LLC 54.130 -2,34 2.725 -2,33
2026-04-21 13F North Forty Two & Co. 23.040 -2,12 1.160 -2,11
2026-05-22 13F Independent Wealth Advisors LLC 111.534 -18,51 5.615 -18,47
2026-05-08 13F Core Wealth Partners LLC 12.889 -7,67 649 -7,69
2026-05-01 13F Team Financial Group, LLC 397.299 -12,57 20.000 -12,53
2026-05-13 13F Acumen Wealth Advisors, LLC 20.549 -69,99 1.034 -69,99
2026-05-05 13F Kickstand Ventures, Llc. 17.514 -9,30 882 -9,27
2026-05-14 13F Synergy Investment Management, LLC 386 -96,37 19 -96,45
2026-05-01 13F Harwood Advisory Group, LLC 0 -100,00 0
2026-05-08 13F Resources Investment Advisors, LLC. 0 -100,00 0
2026-04-07 13F Eastern Bank 0 -100,00 0
2026-04-10 13F Magnus Financial Group LLC 19.503 -74,82 982 -74,82
2026-04-13 13F Lauer Wealth, LLC 244.879 -12,40 12.337 -12,37
2026-05-14 13F Herold Advisors, Inc. 37.562 -12,96 1.891 -12,94
2026-04-16 13F Warren Street Wealth Advisors, LLC 116.816 -2,15 5.881 -2,11
2026-05-06 13F Bessemer Group Inc 0 -100,00 0
2026-02-06 13F Cullen/frost Bankers, Inc. 0 -100,00 0
2026-04-28 13F Golden State Wealth Management, LLC 80.626 -23,87 4.059 -23,84
2026-05-15 13F Keating Financial Advisory Services, Inc. 24.513 -61,04 1.234 -61,05
2026-06-04 13F Midwest Financial Network, LLC 11.088 -13,52 558 -13,49
2026-05-04 13F Rps Advisory Solutions Llc 6.243 -20,56 314 -20,51
2026-04-24 13F Goldstone Financial Group, LLC 4.337 -16,08 218 -16,15
2026-02-09 13F PSI Advisors, LLC 0 -100,00 0
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 313.738 -58,82 15.800 -58,81
2026-02-12 13F Brown Brothers Harriman & Co 0 -100,00 0
2026-01-21 13F Sound Income Strategies, LLC 0 -100,00 0
2026-04-08 13F Sharper & Granite LLC 294.645 -12,09 14.832 -12,06
2026-05-15 13F United Capital Financial Advisers, Llc 203.054 -7,03 10.222 -7,00
2026-04-28 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 13.916 -3,37 700 -3,31
2026-04-27 13F Commonwealth Equity Services, Llc 0 -100,00 0 -100,00
2026-05-07 13F Virtue Capital Management, LLC 0 -100,00 0 -100,00
2026-05-14 13F Safeguard Investment Advisory Group, LLC 0 -100,00 0
2026-05-15 13F Barnes Wealth Management Group, Inc 5.339 -35,96 269 -36,04
2026-04-20 13F GSB Wealth Management, LLC 270.133 -0,71 13.598 -0,66
2026-04-28 13F Berger Financial Group, Inc 28.112 -2,75 1.415 -2,68
2026-05-05 13F Haven Private, LLC 203.798 -17,59 10.259 -17,56
2026-04-13 13F Professional Financial Advisors, LLC 11.292 -77,22 568 -77,23
2026-05-06 13F Aspetuck Financial Management LLC 46.560 -14,97 2.344 -14,95
2026-01-28 13F Alesco Advisors Llc 0 -100,00 0
2026-02-05 13F Tucker Asset Management Llc 10.596 -8,04 533 -7,94
2026-05-04 13F Glassman Wealth Services 0 -100,00 0
2026-05-15 13F GWM Advisors LLC 0 -100,00 0
2026-04-14 13F Invenio Wealth Partners Llc 178.971 -1,63 9.009 -1,59
2026-05-08 13F Quantify Chaos Advisors, Llc 5.251 -11,36 264 -11,41
2026-05-07 13F Alpha Zero LLC 48.615 -87,76 2.447 -87,76
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