Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF incluem Crestmont Private Wealth LLC, Cerity Partners LLC, Private Client Services, Llc, Syon Capital Llc, Beaumont Financial Advisors, LLC, AssuredPartners Investment Advisors, LLC, Diversify Wealth Management, Llc, OFS Enterprise LLC, Aprio Wealth Management, LLC, Foundations Investment Advisors, LLC, Walser Wealth Management Company, A Ltd Liability Co, Warren Averett Asset Management, LLC, Summit Trail Advisors, Llc, GPS Wealth Strategies Group, LLC, Seeds Investor Llc, Trust Point Inc., OneAscent Financial Services LLC, Helen Stephens Group, LLC, Calamos Advisors LLC, e Rsm Us Wealth Management Llc .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | Sowell Financial Services LLC | 211,829 | 3.24 | 5,135 | 3.28 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 4,527 | 6.27 | ||||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 384,335 | 3.30 | 9,316 | 3.34 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 252 | 0.00 | ||||||
| 2026-04-22 | 13F | Atwater Malick LLC | 35,040 | 4.05 | 849 | 4.17 | ||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 32,887 | 6.53 | 797 | 6.69 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 40,536 | 0.61 | 983 | 0.61 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 30,184 | 40.93 | 732 | 40.85 | ||||
| 2026-05-13 | 13F | Godshalk Welsh Capital Management, Inc. | 90,025 | 6.70 | 2,182 | 6.75 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 96,114 | 1.62 | 2,330 | 1.66 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 8,557 | 2.63 | 207 | 2.48 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 354,257 | 12.32 | 8,587 | 12.38 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 24,947 | 605 | ||||||
| 2026-05-12 | 13F | Creative Planning | 209,513 | 2.02 | 5,079 | 2.07 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 10,160 | 246 | ||||||
| 2026-04-15 | 13F | Trust Point Inc. | 9,532 | 231 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3,707 | 90 | ||||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 33,598 | 40.61 | 814 | 40.83 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 19,023 | 461 | 0.00 | |||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 28,118 | 11.16 | 682 | 11.27 | ||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 41,092 | 76.64 | 996 | 76.91 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 37,608 | 912 | ||||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 64,597 | 0.17 | 1,566 | 0.19 | ||||
| 2026-05-04 | 13F | Element Wealth, LLC | 52,794 | 3.10 | 1,280 | 3.15 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 171,198 | 4,150 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 296,826 | 25.41 | 7,195 | 25.48 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 12,113 | 0.03 | 294 | 0.00 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 39,742 | 19.25 | 963 | 19.33 | ||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 103,348 | 2.05 | 3 | 0.00 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 168,578 | 4.14 | 4,086 | 4.18 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 29,538 | 716 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 28,271 | 1 | ||||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 98,441 | 9.19 | 2,386 | 9.25 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 154,692 | 47.98 | 3,748 | 48.03 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 31,429 | 24.42 | 762 | 24.35 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 385,152 | 170.13 | 9,336 | 170.30 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 1,032,655 | 21.27 | 25,032 | 21.32 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 228,110 | 7.01 | 5,529 | 7.05 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-05 | 13F | Dudley Capital Management, Llc | 53,999 | 14.18 | 1,309 | 14.24 | ||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 148,662 | 1.48 | 3,604 | 1.52 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 31,575 | 4.79 | 765 | 4.79 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 46,514 | 0.41 | 1,128 | 0.45 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 2,815 | 68 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 9,449 | 229 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 243,254 | 5,896 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 423,284 | 13.73 | 10 | 11.11 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 940 | -29.11 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 676,932 | 15.43 | 16,409 | 117,100.00 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 12,800 | 310 | ||||||
| 2026-05-14 | 13F | Cowa, Llc | 24,606 | 28.20 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 19,977 | 484 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 297,340 | 7,208 | ||||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 48,257 | 1,166 | ||||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 55,728 | 15.31 | 1,351 | 15.38 | ||||
| 2026-04-23 | 13F | Littlejohn Financial Services, Inc. | 36,204 | 0.50 | 878 | 0.57 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 176,985 | 23.95 | 4,290 | 24.02 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 23,994 | 582 | ||||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 55,807 | 66.39 | 1,353 | 66.50 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 14,661 | 0.01 | 355 | 0.00 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 31,769 | 11.42 | 770 | 11.59 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 309,783 | 17.46 | 7,509 | 17.51 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 137,313 | 17.05 | 3,328 | 17.10 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 8,022 | 50.08 | 194 | 50.39 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 557,348 | 7.86 | 13,505 | 7.55 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 330,152 | 4.28 | 8,003 | 4.33 | ||||
| 2026-05-13 | 13F | Syon Capital Llc | 61,194 | 1,483 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 372,480 | 22.95 | 9,028 | 23.00 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 1,544 | 1.38 | 37 | 0.00 | ||||
| 2026-04-23 | 13F | Spinnaker Trust | 574,526 | 6.41 | 13,927 | 6.45 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 101,802 | 3.63 | 2,468 | 3.66 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 230,542 | 0.63 | 5,588 | 0.67 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 15,200 | 3.40 | 368 | 3.37 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 63 | 1.61 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 8,923 | 216 | ||||||
| 2026-04-13 | 13F | Mlp3, Llc | 240 | |||||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 56,640 | 0.14 | 1,373 | 0.15 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 422,914 | 2.38 | 10,251 | 2.43 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 9,060 | 220 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 1,012,174 | 2.98 | 24,535 | 3.03 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 174,842 | 1.92 | 4,238 | 1.97 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 23,606 | 20.03 | 572 | 20.17 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 186,627 | 0.59 | 4,524 | 0.62 | ||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 9,606 | -4.97 | ||||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 483,277 | 8.26 | 11,715 | 8.30 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 92,509 | 2,242 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 22,643 | 48.05 | 549 | 48.11 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 30,949 | 0.49 | 750 | 0.54 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 10,003 | 242 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 6,019 | 0.45 | 146 | 0.00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 26,985 | 7.14 | ||||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 29,874 | 37.68 | 724 | 37.90 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 88,213 | 10.31 | 2,138 | 10.38 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 587,263 | 7.99 | 14,235 | 8.03 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 14,968 | 29.39 | 363 | 29.29 | ||||
| 2026-05-08 | 13F | Crestmont Private Wealth LLC | 88,707 | 2,150 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 306,232 | 5.96 | 7,423 | 6.01 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 481,235 | 21.35 | 11,665 | 21.41 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 710,955 | 7.66 | 17,234 | 7.71 | ||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 142,738 | 3.00 | 3,460 | 3.04 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 71,150 | 0.88 | 1,725 | 0.94 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 249,666 | 2.81 | 6,098 | 3.34 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 85 | 183.33 | 2 | |||||
| 2026-05-07 | 13F | Hamel Associates, Inc. | 242,963 | 1.68 | 5,889 | 1.73 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 76,792 | 1.02 | 1,861 | 1.09 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 446 | -97.42 | ||||||
| 2026-04-09 | 13F | OFS Enterprise LLC | 31,107 | 754 | ||||||
| 2026-05-19 | 13F | Silicon Valley Capital Partners | 20,018 | 0.68 | 485 | 0.83 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 163,011 | 9.57 | 3,951 | 9.63 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 38,880 | 942 | 0.86 | |||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 135,966 | 18.04 | 3,296 | 18.06 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 13,001 | -1.04 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 113,296 | 30.29 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 74,033 | 1,795 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 40,704 | 0.16 | 1 | |||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 74,440 | 0.42 | 1,804 | 0.11 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 11,910 | 3.96 | 289 | 3.97 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 8,212 | 199 | -34.87 | |||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 77,976 | 7.94 | 1,890 | 8.00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 383,721 | 3.91 | 9,301 | 3.96 | ||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 10,332 | 1.02 | 250 | 0.81 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 80,826 | 2.52 | 1,959 | 2.57 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 7,829 | 245.35 | 190 | 250.00 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 27,595 | 0.11 | 669 | 0.15 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 23,808 | 0.00 | 1 | |||||
| 2026-05-06 | 13F | Assetmark, Inc | 1,256 | 31.93 | 30 | 30.43 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 52,392 | 39.34 | 1,270 | 39.30 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1,298,892 | 61.40 | 31,472 | 60.94 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 346,653 | 114.98 | 8,403 | 115.05 | ||||
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 109,995 | 0.08 | 2,666 | 0.11 | ||||
| 2026-04-14 | 13F | Twin Cities Retirement Group LLC | 35,872 | 0.47 | 870 | 0.46 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 19,330 | 469 | 0.00 | |||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 70,095 | 42.32 | 1,699 | 42.41 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 338,284 | 3.59 | 8,200 | 3.63 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 882,856 | 98.13 | 21,400 | 98.22 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 50,792 | 0.31 | 1,231 | 0.41 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 74,788 | 1,813 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 7,800 | 189 | ||||||
| 2026-04-24 | 13F | Balentine LLC | 413,945 | 49.54 | 10,034 | 49.60 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 5,999 | -4.43 | ||||||
| 2026-03-12 | 13F | Farmers National Bank | 57,183 | 6.46 | 1,386 | 6.13 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 4,614 | -10.10 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 10,568 | 1.01 | 256 | 1.19 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 15,543 | 10.57 | 377 | 10.59 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 200,103 | 14.06 | 4,850 | 14.12 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 28,443 | 354.29 | 689 | 356.29 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 61,495 | 223.49 | 1,491 | 223.91 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 785 | 0.64 | 19 | 5.56 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 46,601 | 3.04 | 1,130 | 3.11 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 3,173 | 0.70 | 77 | 0.00 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 427,717 | 4.03 | 10,368 | 4.08 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 60,338 | 1.63 | 1,463 | 1.67 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 11,704 | -1.39 | ||||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 79,583 | 29.35 | 1,929 | 29.46 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 27,972 | 17.79 | 678 | 17.91 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 1,243,779 | 4.43 | 30,149 | 4.47 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 101,769 | 125.11 | 2,467 | 125.21 | ||||
| 2026-05-07 | 13F | First National Trust Co | 421,948 | 10.04 | 10,228 | 10.10 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 591,702 | 59.53 | 14,343 | 59.59 | ||||
| 2026-04-13 | 13F | Trust Co | 12,153 | 0.33 | 295 | 0.34 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 9,031 | 0.68 | 219 | 0.46 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 713 | 17 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 9,785,471 | 0.19 | 237,200 | 0.23 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 31,869 | -5.83 | ||||||
| 2026-04-13 | 13F | Breachway Investments LLC | 133,607 | 5.15 | 3,223 | 4.68 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 12,263 | 297 | ||||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 8,448 | 0.14 | 205 | 0.00 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 76,957 | 23.75 | 1,865 | 23.84 | ||||
| 2026-04-21 | 13F | Beaumont Asset Management, L.L.C. | 476,015 | 79.95 | 11,539 | 80.03 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 4,150 | 0.24 | 101 | 0.00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 197,661 | 27.94 | 4,789 | 27.95 | ||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 34,386 | 200.95 | 834 | 201.81 | ||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 338,601 | 0.41 | 8,208 | 0.44 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 10,033 | 3.48 | 243 | 3.40 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 135,960 | 4.24 | 3,296 | 4.27 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 753 | 0.13 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 9,891 | 240 | -4.02 | |||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 618,381 | 14.26 | 14,990 | 14.32 | ||||
| 2026-04-21 | 13F | Riverstone Advisors, LLC | 23,107 | 18.37 | 560 | 18.64 | ||||
| 2026-04-24 | 13F | United Community Bank | 3,652 | 89 | ||||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 32,858 | 4.55 | 794 | 4.34 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 34,423 | 1.35 | 834 | 1.46 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 656,994 | 2.67 | 15,926 | 2.72 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 7,212 | 0 | ||||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 49,682 | 1,204 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 166,266 | 4.56 | 4,030 | 4.59 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 864,007 | 4.15 | 20,944 | 3.45 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 14,567 | 0.01 | 353 | 0.28 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 84,593 | 2.66 | 2,051 | 2.71 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 18,156 | 1.87 | 440 | 2.09 | ||||
| 2026-04-06 | 13F | IFS Advisors, LLC | 967,802 | 3.38 | 23,460 | 3.43 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 11,613 | 81.34 | 282 | 81.29 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 953 | -9.25 | ||||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 5,004 | -1.24 | ||||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 53,162 | 0.11 | 1,289 | 0.16 | ||||
| 2026-05-14 | 13F | Rubicon Advisors, GP | 3,011 | 26.78 | ||||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 32,294 | 0.29 | 783 | 0.38 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 4,273,058 | 3.30 | 103,579 | 3.31 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 4,825 | 117 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 15,881 | 21.32 | 385 | 21.14 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 395,319 | 5.26 | 9,583 | 5.30 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 16,154 | 10.36 | 392 | 10.45 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1,797 | 44 | ||||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2,000 | 48 | ||||||
| 2026-04-06 | 13F | Private Client Services, Llc | 62,234 | 1,509 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 10,036 | 3.51 | 243 | 3.40 | ||||
| 2026-05-08 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 207 | 0.00 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 257,844 | 20.31 | 6,230 | 19.97 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 73,579 | 1.38 | 1,784 | 1.42 | ||||
| 2026-05-04 | 13F | Foundation Wealth Management, LLC | 152,729 | 3,702 | -0.86 | |||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 34,189 | 133.93 | 829 | 133.90 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 137,080 | 1.04 | 3,323 | 1.06 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 3,300 | 80 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 166 | 0.61 | 0 | |||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 22,722 | 4.38 | 551 | 4.36 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 112,394 | 1.26 | 2,724 | 1.30 | ||||
| 2026-04-28 | 13F | Timber Creek Capital Management LLC | 39,866 | 0.54 | 966 | 0.63 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 866,738 | 4.31 | 21,010 | 4.35 | ||||
| 2026-04-10 | 13F | Novem Group | 9,475 | 230 | ||||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 209,114 | 5.10 | 5,069 | 5.15 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 70,061 | 2.18 | 1,698 | 2.23 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 2,139 | 52 | ||||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 219,375 | 31.14 | 5,318 | 31.19 | ||||
| 2026-05-04 | 13F | Gratus Wealth Advisors, LLC | 1,496,505 | 4.17 | 36,275 | 4.22 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 15,873 | 69.44 | 385 | 69.91 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 12,509 | 46.53 | 303 | |||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 550 | |||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1,408,626 | 25.45 | 34,131 | 126,311.11 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 99,607 | 0.68 | 2,414 | 0.71 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 211,425 | 5,125 | -0.58 | |||||
| 2026-05-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 29,441 | 28.27 | 714 | 28.24 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 2,359 | 0.64 | 57 | 1.79 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 249,174 | 13.39 | 6,040 | 13.43 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 453 | 0.67 | 0 | |||||
| 2026-04-29 | 13F | Strid Group, LLC | 605,901 | 2.78 | 14,687 | 2.82 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 9,110 | 221 | ||||||
| 2026-05-06 | 13F | Sentinus, LLC | 22,172 | 21.47 | 537 | 21.49 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 1,392,870 | 8.96 | 33,763 | 9.00 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 5,311 | 129 | ||||||
| 2026-04-23 | 13F | Walleye Partners, LLC | 14,921 | 0.67 | 362 | 0.56 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 121,406 | 13.58 | 2,943 | 13.63 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 809,589 | 7.52 | 19,624 | 7.57 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 9,594 | 0 | ||||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 17,615 | 16.54 | 427 | 16.39 | ||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 564 | -32.74 | ||||||
| 2026-05-12 | 13F | Cloud Capital Management, LLC | 18,477 | 45.95 | 0 | |||||
| 2026-04-07 | 13F | Signaturefd, Llc | 25,951 | 168.53 | 629 | 168.80 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 107,002 | 131.11 | 2,594 | 131.31 | ||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 11,735 | 26.11 | 284 | 26.22 | ||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 124,358 | 54.82 | 3,014 | 54.88 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 10,487 | 0.76 | 254 | 0.40 | ||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 995,431 | 1.86 | 24,129 | 1.90 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 751,427 | 4.12 | 18,215 | 4.17 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 393 | 10 |
