Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em BlackRock ETF Trust II - iShares Flexible Income Active ETF incluem Cliftonlarsonallen Wealth Advisors, Llc, Advisor OS, LLC, Mjp Associates Inc /adv, Northcape Wealth Management, Llc, Storen Legacy Partners, LLC, Gts Financial, Llc, Refined Wealth Management, Lincoln Capital Corp, Segall Bryant & Hamill, Llc, Larch Capital Partners Llc, Jeter Robert S II, Ubs Asset Management Americas Inc, Seeds Investor Llc, Corrado Advisors, Llc, Members Advisory Group LLC, Pathstone Holdings, LLC, Resolute Wealth Advisor, Inc., Intentional Wealth Strategies, LLC, Bleakley Financial Group, LLC, e Sanchez Gaunt Capital 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-22 | 13F | Wellington Grp LLC | 438 | 726.42 | 23 | 1,000.00 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 18,883 | 34.18 | 981 | 32.08 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 31,220 | 0.91 | 1,662 | 1.28 | ||||
| 2026-05-15 | 13F | Lionsbridge Wealth Management LLC | 20,126 | 2.18 | 1,045 | 0.58 | ||||
| 2026-04-27 | 13F | Vivid Wealth Management, LLC | 437,676 | 0.26 | 22,729 | -1.34 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 11,621,458 | 11.90 | 603,502 | 10.12 | ||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 5,315 | 276 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 774,495 | 82.84 | 40,220 | 79.93 | ||||
| 2026-05-05 | 13F | Dudley Capital Management, Llc | 23,593 | 0.02 | 1,225 | -1.53 | ||||
| 2026-01-12 | 13F | Lanham O'Dell & Company, Inc. | 1,337,104 | 24.61 | 70,559 | 23.51 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 386,943 | 1.38 | 20,094 | -0.24 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 4,848 | 25.92 | 252 | 23.65 | ||||
| 2026-05-04 | 13F | First Growth Capital LLC | 14,252 | 739 | ||||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 4,363 | 227 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 8,171 | 4.09 | 428 | 3.38 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 25,899 | 1,345 | ||||||
| 2026-04-22 | 13F | Avantra Family Wealth, Inc. | 17,973 | 66.69 | 933 | 64.26 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 404,938 | 21,028 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 12,141 | 0.62 | 630 | -0.94 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1,879,840 | 19.44 | 97,620 | 17.54 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 180 | 9 | ||||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 135,950 | 194.68 | 7,060 | 190.02 | ||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 15,042 | 0.82 | 781 | -0.76 | ||||
| 2026-04-22 | 13F | Detalus Advisors, LLC | 135,498 | 19.74 | 7,036 | 17.84 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 19,348 | 0.39 | 1,005 | -1.76 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 6,971 | 23.58 | 362 | 21.89 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1,036,342 | 151,633.82 | 53,817 | 149,391.67 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 71,920 | 3,769 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 52,640 | 2,734 | ||||||
| 2026-05-14 | 13F | Fortis Advisors, LLC | 8,945 | 36.25 | 465 | 34.10 | ||||
| 2026-04-08 | 13F | Spinnaker Investment Group, LLC | 3,906 | 203 | ||||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 12,060 | 5.42 | 626 | 3.81 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 4,216 | 219 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 852 | 44 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 23,016 | 37.34 | 1,195 | 35.18 | ||||
| 2026-04-16 | 13F | Financial Management Network Inc | 328,498 | 5.36 | 17,151 | 4.22 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 400 | 100.00 | 21 | 100.00 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 23,164 | 23.19 | 1,201 | 20.97 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 112,224 | 27.65 | 5,828 | 25.61 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 911 | 0.89 | 47 | 0.00 | ||||
| 2026-05-04 | 13F | Two West Capital Advisors LLC | 27,238 | 34.08 | 1,423 | 32.65 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 44,880 | 2,350 | ||||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 27,241 | 27.76 | 1,415 | 25.69 | ||||
| 2026-05-15 | 13F | Cascades Capital Asset Management, LLC | 9,710 | 11.80 | 504 | 10.04 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 78,193 | 19.85 | 4,061 | 17.95 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 240,878 | 16.12 | 12,509 | 14.27 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 4,524 | 9.83 | 235 | 7.83 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 2,200 | 115 | ||||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 220 | 0.92 | 11 | 0.00 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 15,423 | 127.98 | 806 | 126.12 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 6,909 | 37.93 | 359 | 35.61 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 302,767 | 15,723 | ||||||
| 2026-04-21 | 13F | Refined Wealth Management | 148,168 | 7,694 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 494,522 | 45.16 | 25,681 | 42.85 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 42,781 | 0.43 | 2,229 | -1.50 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 14,627 | 13.43 | 760 | 11.62 | ||||
| 2026-04-15 | 13F | Pullen Investment Management, LLC | 7,758 | 0.60 | 403 | -0.99 | ||||
| 2026-04-20 | 13F | RiverTree Advisors, LLC | 11,884 | 617 | ||||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 22,741 | 5.87 | 1,200 | 4.99 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 48,671 | 8.41 | 2,528 | 6.67 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 6,027 | 58.61 | 313 | 56.00 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 68,548 | 3,560 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 444,545 | 6.49 | 23,085 | 4.80 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 16,457 | 11.91 | 855 | 10.05 | ||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 83,736 | 57.15 | 4,348 | 54.68 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 25,619 | 36.86 | 1,330 | 34.75 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 26,616 | 1,382 | ||||||
| 2026-05-07 | 13F | ODonnell Financial Services, LLC | 3,871 | 201 | ||||||
| 2026-04-10 | 13F | Novem Group | 5,458 | 283 | ||||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 5,551,033 | 51.25 | 288,265 | 48.84 | ||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 64,881 | 2.50 | 3,369 | 0.87 | ||||
| 2026-05-11 | 13F | Resolute Wealth Advisor, Inc. | 36,036 | 1,871 | ||||||
| 2026-05-01 | 13F | Jmac Enterprises Llc | 173,701 | 2.07 | 9,020 | 0.45 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1,504,289 | 14.24 | 78,141 | 12.41 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 10,632 | 25.35 | 552 | 23.49 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 29,693 | 13.03 | 1,542 | 11.18 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 29,033 | 49.66 | 1,508 | 47.31 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 486,278 | 42.49 | 25,252 | 40.22 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 50,097 | 11.57 | 2,602 | 9.79 | ||||
| 2026-05-07 | 13F | First National Trust Co | 15,122 | 127.74 | 785 | 124.29 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 13,446 | 10.83 | 698 | 9.06 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5,847,098 | 18.46 | 303,640 | 16.58 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 150 | 183.02 | 8 | 0.00 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 43,141 | 564.12 | 2,240 | 554.97 | ||||
| 2026-04-15 | 13F | City Holding Co | 1,125 | 58 | ||||||
| 2026-05-08 | 13F | M1 Capital Management LLC | 18,417 | 14.09 | 956 | 12.34 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 5,650,823 | 122,877.65 | 293,447 | 121,159.09 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 23,860 | 6.00 | 1,239 | 4.38 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 22,396 | 1,163 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 122,464 | 43.74 | 6,360 | 41.47 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 1,197,568 | 6.95 | 62,190 | 5.25 | ||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 11,172 | 4.47 | 580 | 2.84 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 30,812 | 34.26 | 1,600 | 32.12 | ||||
| 2026-04-15 | 13F | Client 1st Advisory Group, Llc | 44,594 | 9.55 | 2,316 | 7.77 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 4,876 | 4.03 | 253 | 2.43 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 192,616 | 7.22 | 10,003 | 5.51 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 60,574 | 15.19 | 3,146 | 13.37 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 898,345 | 46,651 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 10,910 | 10.16 | 1 | |||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 64,122 | 14.00 | 3,330 | 12.16 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 16,219 | 61.33 | 842 | 58.87 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 645,623 | 7.98 | 33,527 | 6.27 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 6,930 | 360 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 8,563 | 445 | ||||||
| 2026-05-18 | 13F | Claris Financial LLC | 20,557 | 80.56 | 1,068 | 77.83 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 29,571 | 6.94 | 1,536 | 5.21 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 9,308 | 37.88 | 483 | 35.67 | ||||
| 2026-05-14 | 13F | Kilter Group LLC | 16,672 | 4.72 | 866 | 2.98 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 344,220 | 19.91 | 17,875 | 16.92 | ||||
| 2026-04-21 | 13F | Financial Planning Hawaii, Inc. | 27,497 | 11.22 | 1,428 | 9.43 | ||||
| 2026-04-28 | 13F | RW Investment Management LLC | 11,238 | 584 | ||||||
| 2026-04-30 | 13F | Corrado Advisors, Llc | 39,680 | 2,061 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 6,879 | 357 | ||||||
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 27,908 | 1.27 | 1,449 | -0.34 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 24,529 | 7.43 | 1,274 | 5.73 | ||||
| 2026-05-06 | 13F | Eq Llc | 66,583 | 9.13 | 3,458 | 7.39 | ||||
| 2026-03-05 | 13F | Bush Investment Group, Llc | 15,277 | 1.77 | 806 | 0.88 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 51,936 | 59.91 | 2,697 | 57.44 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 68,751 | 0.82 | 3,570 | -0.78 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 20,766,582 | 37.62 | 1,078,409 | 35.43 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 76,218 | 198.43 | 3,958 | 193.76 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 38,717 | 4.65 | 2,011 | 2.97 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 380,357 | 19,752 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 565,454 | 2.23 | 29,364 | 0.60 | ||||
| 2026-05-13 | 13F | Ascension Capital Advisors, Inc. | 4,847 | 10.56 | 252 | 8.66 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 43,303 | 11.68 | 2,285 | 10.71 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 2,899,173 | 150,554 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 9,135 | 32.58 | 474 | 30.58 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 586,763 | 429.88 | 30,471 | 421.48 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 957,015 | 12.84 | 50,499 | 12.83 | ||||
| 2026-05-15 | 13F | Family Management Corp | 132,015 | 4.32 | 6,856 | 2.67 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,106 | 44.73 | 1,044 | 42.43 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 5,736 | 42.19 | 298 | 40.09 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 681,950 | 60.12 | 34,949 | 55.50 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 192 | 10 | ||||||
| 2026-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 135,898 | 12.41 | 7,057 | 10.63 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1,741 | 5.45 | 90 | 3.45 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 22,679 | 30.83 | 1,178 | 28.77 | ||||
| 2026-05-12 | 13F | Creative Planning | 43,423 | 29.59 | 2,255 | 27.49 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 123,914 | 27.93 | 6,539 | 26.80 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 121,689 | 47.83 | 6,319 | 45.50 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 1,357,611 | 23.34 | 70,501 | 21.37 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 26,509 | 5.99 | 1,377 | 4.32 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 216,933 | 10.64 | 11,265 | 8.88 | ||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 10,284 | 56.22 | 534 | 53.89 | ||||
| 2026-05-20 | 13F | Leigh Baldwin & Co., Llc | 55,683 | 10.44 | 2,892 | 8.64 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 606 | 31 | ||||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 4,964 | 16.55 | 258 | 14.73 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 42,209 | 78.75 | 2,192 | 75.84 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 158,527 | 9.11 | 8,232 | 7.37 | ||||
| 2026-04-21 | 13F | FSA Investment Group, LLC | 68,721 | 3,569 | ||||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 2,713,762 | 16.97 | 140,926 | 15.11 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 4,975 | 18.11 | 258 | 16.22 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1,344,398 | 37,306.73 | 69,815 | 36,838.62 | ||||
| 2026-05-05 | 13F | Members Advisory Group LLC | 39,230 | 2,037 | ||||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 64,067 | 1.07 | 3,327 | -0.51 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 8,235 | 428 | ||||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 75,754 | 19.60 | 3,934 | 17.68 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 17,159 | 891 | ||||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 1,836,270 | 46.64 | 95,358 | 44.30 | ||||
| 2026-05-12 | 13F | Vines Capital Management, LLC | 40,643 | 13.82 | 2,111 | 12.00 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 76,410 | 639.69 | 3,968 | 627.89 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 106,015 | 7.06 | 5,505 | 5.36 | ||||
| 2026-05-05 | 13F | UBS Group AG | 4,966,240 | 12.21 | 257,897 | 10.43 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 82,621 | 20.58 | 4,290 | 18.67 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 12,396 | 55.12 | 644 | 52.73 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 30,897 | 191.51 | 1,605 | 186.94 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 16,121 | 16.03 | 837 | 14.03 | ||||
| 2026-05-01 | 13F | Northcape Wealth Management, Llc | 347,058 | 18,023 | ||||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 880,911 | 40.74 | 45,767 | 138,587.88 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 42,176 | 2.53 | 2,190 | 0.92 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1,501,080 | 46.91 | 77,516 | 43.77 | ||||
| 2026-05-15 | 13F | Alternative Investment Advisors, LLC. | 165,140 | 10.27 | 8,576 | 8.50 | ||||
| 2026-05-01 | 13F | Triton Wealth Management, PLLC | 16,698 | 7.58 | 866 | 5.49 | ||||
| 2026-04-23 | 13F | Oregon Pacific Wealth Management, LLC | 10,217 | 22.40 | 531 | 20.45 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 36,194 | 31.98 | 1,880 | 29.85 | ||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 2,851 | 1,005.04 | 148 | 1,038.46 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 21,205 | 19.28 | 1,101 | 17.38 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 61,164 | 52.56 | 3,176 | 50.17 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 343,993 | 9.56 | 17,864 | 7.82 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 392,844 | 14.31 | 20,400 | 12.50 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 42,834 | 2.31 | 2,224 | 0.68 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 5,443,735 | 16.17 | 282,693 | 14.32 | ||||
| 2026-05-15 | 13F | EFG International AG | 11,815 | 614 | ||||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 10,369 | 253.77 | 538 | 249.35 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 99,026 | 101.53 | 5,142 | 98.38 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 1,534,057 | 5.53 | 79,664 | 3.85 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 74,410 | 204.46 | 4 | 200.00 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 196,352 | 4.66 | 10,361 | 3.73 | ||||
| 2026-05-01 | 13F | Avid Wealth Partners LLC | 18,751 | 3.57 | 974 | 1.88 | ||||
| 2026-05-15 | 13F | Signal Tree Financial Partners Llc | 214,932 | 4.58 | 11,161 | 2.91 | ||||
| 2026-05-15 | 13F | Royal Capital Wealth Management, LLC | 42,390 | 1.09 | 2,201 | -0.50 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 53,146 | 10.33 | 2,758 | 8.71 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 229 | 12 | ||||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 68,100 | 25.65 | 3,535 | 23.43 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 49,461 | 7.40 | 2,569 | 5.68 | ||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 87,021 | 15.29 | 4,519 | 13.49 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 159,223 | 12.24 | 8,268 | 10.46 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 27,505 | 8.01 | 1,428 | 6.33 | ||||
| 2026-05-18 | 13F | Bull Harbor Capital LLC | 24,044 | 1,249 | ||||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 13,319 | 0.92 | 690 | -0.86 | ||||
| 2026-04-30 | 13F | First National Bank & Trust Co Of Newtown | 150,080 | 71.99 | 7,794 | 69.27 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 105,906 | 62.32 | 5,500 | 52.71 | ||||
| 2026-04-28 | 13F | Novus Advisors, Llc | 4,026 | 209 | ||||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 295,026 | 4.85 | 15,321 | 3.18 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 334,470 | 2.86 | 17,346 | 1.10 | ||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 12,700 | 26.37 | 660 | 24.34 | ||||
| 2026-05-15 | 13F | Chokshi & Queen Wealth Advisors, Inc | 5,100 | 265 | ||||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 746,729 | 12.03 | 39 | 8.57 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 8,872 | 461 | ||||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 103,780 | 3.58 | 5,389 | 1.93 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 4,083 | 212 | ||||||
| 2026-05-04 | 13F | Element Wealth, LLC | 31,174 | 3.60 | 1,619 | 1.95 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 39,743 | 2.20 | 2,066 | -0.19 | ||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 7,743 | 2.47 | 402 | 1.01 | ||||
| 2026-04-24 | 13F | Blue Capital, Inc. | 5,180 | 0.70 | 269 | -1.11 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 21,769 | 7.71 | 1,130 | 6.00 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 148,581 | 268.60 | 7,716 | 262.72 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 6,571 | 341 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 4,833,094 | 6.41 | 250,983 | 4.71 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 431,370 | 5.07 | 22,763 | 4.15 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 446,029 | 3.46 | 23,162 | 1.82 | ||||
| 2026-05-07 | 13F | Wharton Business Group, LLC | 2,592,485 | 11.78 | 134,628 | 10.00 | ||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 39,818 | 12.64 | 2,068 | 10.36 | ||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 188,064 | 9.73 | 9,766 | 8.00 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 69,968 | 6.49 | 3,633 | 4.79 | ||||
| 2026-04-23 | 13F | Embree Financial Group | 109,765 | 6.09 | 5,700 | 4.41 | ||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 2,317 | 5.70 | 120 | 4.35 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 23,847 | 13.32 | 1,238 | 11.53 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 53,764 | 98.46 | 2,792 | 95.31 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 73,667 | 16.84 | 3,826 | 14.97 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 10,702 | 7.84 | 556 | 6.12 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 4,530 | 235 | ||||||
| 2026-04-30 | 13F | Csenge Advisory Group | 170,296 | 74.22 | 8,843 | 71.44 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 6,858 | 15.32 | 356 | 13.74 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 10,010 | 3.26 | 528 | -0.94 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 4,967 | 258 | ||||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 9,356 | 486 | ||||||
| 2026-04-24 | 13F | Canton Hathaway, LLC | 1,300 | 116.67 | 68 | 116.13 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 82,260 | 78.88 | 4,272 | 76.05 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 41,310 | 2,145 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 119,179 | 16.78 | 6,187 | 14.60 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 10,570 | 94.77 | 549 | 91.61 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 354,243 | 13.33 | 18,396 | 11.53 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 33,973 | 53.77 | 1,764 | 51.42 | ||||
| 2026-05-04 | 13F | Lifeworks Advisors, LLC | 4,723 | 245 | ||||||
| 2026-04-20 | 13F | Payne Capital LLC | 8,782 | 102.96 | 456 | 100.00 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 9,364 | 28.01 | 486 | 25.91 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 38,343 | 14.64 | 1,991 | 12.87 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 6,695 | 4.87 | 348 | 3.27 | ||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 233,729 | 0.26 | 12,210 | -0.76 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 12,975 | 50.89 | 674 | 47.26 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 29,796 | 3.63 | 1,547 | 1.98 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 165,907 | 58.99 | 8,698 | 57.97 | ||||
| 2026-05-07 | 13F | Carson Advisory Inc. | 92,546 | 5.95 | 4,806 | 4.25 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 247,530 | 18.82 | 12,854 | 16.93 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 5,938 | 2.84 | 308 | 1.32 | ||||
| 2026-04-16 | 13F | Strong Tower Advisory Services | 551,018 | 10.17 | 28,614 | 8.42 | ||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 597,500 | 1.16 | 31,028 | -0.45 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 4,249 | 25.90 | 221 | 23.60 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 21,560 | 282.20 | 1,120 | 276.77 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 33,644 | 1,747 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 515,036 | 12.73 | 26,746 | 10.93 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 55,419 | 83.41 | 2,878 | 80.49 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 517,003 | 5.98 | 26,848 | 4.29 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 10,019 | 125.96 | 520 | 123.18 | ||||
| 2026-05-11 | 13F | Condor Capital Management | 304,457 | 4.52 | 15,810 | 2.86 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 50,580 | 2,627 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 362,397 | 9.90 | 18,819 | 8.15 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 481,586 | 3.76 | 25,009 | 2.11 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 9,459 | 1.68 | 491 | 0.20 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 6,136 | 14.24 | 319 | 12.37 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 19,943 | 7.16 | 1,036 | 5.40 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 183,004 | 840.41 | 9,503 | 826.22 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 126,378 | 0.25 | 6,563 | -1.35 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 112,503 | 82.59 | 5,842 | 79.70 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 122,311 | 14.57 | 6,352 | 12.75 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 12,399 | 25.76 | 644 | 23.65 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 20,232 | 7.58 | 1,051 | 5.85 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 344,670 | 26.02 | 17,899 | 24.02 | ||||
| 2026-04-24 | 13F | Bedminster, LLC | 96,009 | 6.16 | 4,986 | 4.46 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 11,082 | 7.17 | 576 | 5.50 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 28,250 | 47.65 | 1,467 | 45.39 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 149,071 | 1.09 | 8 | 0.00 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 7,108 | 6.39 | 369 | 4.83 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 28,466 | 143.34 | 1,478 | 139.55 | ||||
| 2026-05-12 | 13F | Jeter Robert S II | 53,136 | 2,782 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 221,426 | 232.87 | 11,567 | 228.33 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 27,675 | 16.09 | 1,437 | 14.23 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 7,374 | 383 | ||||||
| 2026-04-17 | 13F | Visionary Horizons, LLC | 31,046 | 12.51 | 1,612 | 10.71 | ||||
| 2026-04-15 | 13F | Ffg Retirement Advisors Llc | 117,752 | 13.21 | 6,115 | 11.41 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 21,942 | 13.58 | 1,139 | 11.78 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 60,229 | 15.74 | 3,128 | 13.92 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 600 | 31 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 37,310 | 1,938 | ||||||
| 2026-04-13 | 13F | Bay Rivers Group | 206,250 | 43.33 | 10,711 | 41.05 | ||||
| 2026-05-19 | 13F | Gts Financial, Llc | 176,774 | 9,259 | ||||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 113 | 6 | ||||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 15,100 | 4.14 | 797 | 3.24 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 30,080 | 42.54 | 1,562 | 40.34 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 597,421 | 1.47 | 31,024 | -0.15 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 15,746 | 146.42 | 818 | 142.43 | ||||
| 2026-04-20 | 13F | TrueMark Investments, LLC | 47,424 | 5.39 | 2,463 | 3.71 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 72,235 | 37.86 | 3,751 | 35.71 | ||||
| 2026-05-05 | 13F | Mjp Associates Inc /adv | 893,495 | 46,399 | ||||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 231 | 12 | ||||||
| 2026-04-15 | 13F | Asio Capital, LLC | 251,273 | 1.70 | 13,049 | 0.08 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 87,668 | 6.34 | 4,553 | 4.64 | ||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 5,795 | 301 | ||||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 16,013 | 1.06 | 832 | -0.60 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 411,048 | 10.27 | 21,346 | 8.51 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 117,430 | 104.31 | 6,098 | 101.06 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 34,244 | 10.43 | 1,775 | 8.50 | ||||
| 2026-05-14 | 13F | Milestone Asset Management Group, LLC | 16,472 | 16.46 | 855 | 14.61 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 3,633 | 23.99 | 189 | 22.08 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 16,995 | 129.79 | 883 | 126.15 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 11,536 | 5.11 | 599 | 2.74 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 2,435 | 126 | ||||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 2,123,686 | 110,283 | ||||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 4,010 | 208 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 175,263 | 19.60 | 9,101 | 17.69 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 862,583 | 0.94 | 45 | -2.22 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 15,777,188 | 1.07 | 819,309 | -0.54 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 20,744 | 61.89 | 1,077 | 59.32 | ||||
| 2026-04-30 | 13F | Cherry Creek Investment Advisors, Inc. | 4,861 | 0.75 | 252 | -0.79 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 928,138 | 12.60 | 48,198 | 10.81 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 8,716,481 | 2.81 | 452,647 | 1.17 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 93 | 1.09 | 5 | 0.00 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1,087 | 56 | ||||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 4,389 | 228 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1,485,416 | 23.36 | 77,138 | 21.40 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 1,194,330 | 12.91 | 62,022 | 11.11 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 743,242 | 3,617.33 | 38,597 | 3,558.39 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 324,790 | 137.89 | 16,866 | 134.12 | ||||
| 2026-04-14 | 13F | Clean Yield Group | 1,763 | 5,085.29 | 92 | 9,000.00 | ||||
| 2026-04-20 | 13F | Parkway Wealth Management Group, LLC | 9,674 | 3.34 | 505 | 2.43 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 228,579 | 11,870 | ||||||
| 2026-05-09 | 13F | MSH Capital Advisors LLC | 17,960 | 6.42 | 933 | 4.72 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 181,079 | 12.72 | 9,403 | 10.94 | ||||
| 2026-04-16 | 13F | Lifelong Wealth Advisors, Inc. | 35,062 | 7.81 | 1,821 | 6.06 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 58,455 | 4.30 | 3,036 | 2.64 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 215,787 | 33.82 | 11,387 | 32.64 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 244,731 | 10.31 | 12,709 | 8.55 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 2,374,421 | 7.01 | 123,304 | 5.31 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 15,624 | 281.91 | 811 | 277.21 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 41,070 | 21.01 | 2,133 | 19.11 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 5,889 | 0.03 | 306 | -1.61 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 4,723 | 245 | ||||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 8,668 | 32.76 | 450 | 30.81 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 8,150 | 0.90 | 423 | -0.70 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 31,619 | 340.38 | 1,642 | 334.13 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 11,030 | 69.17 | 573 | 66.28 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1,599 | 84 | ||||||
| 2026-04-09 | 13F | ASL Financial, LLC | 11,258 | 11.72 | 585 | 9.98 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 2,727 | 89.90 | 142 | 88.00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 79,494 | 12.91 | 4,128 | 11.12 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 660,637 | 0.49 | 34,307 | -1.11 | ||||
| 2026-04-21 | 13F | Signature Wealth Management Partners, LLC | 26,329 | 3.11 | 1,367 | 1.48 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 12,549 | 6.58 | 652 | 4.83 | ||||
| 2026-04-07 | 13F | Central Pacific Bank - Trust Division | 112,411 | 15.62 | 5,838 | 13.78 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 865 | 45 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 20,282 | 88.21 | 1,053 | 85.39 | ||||
| 2026-06-04 | 13F | Town Capital LLC | 36,430 | 37.47 | 1,892 | 35.26 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 100,105 | 36.33 | 5,283 | 35.12 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 2,055 | 107 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 130,612 | 28.38 | 6,783 | 26.34 | ||||
| 2026-05-04 | 13F | Nwam Llc | 11,366 | 6.35 | 590 | 4.06 | ||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 477,623 | 1.91 | 24,803 | 0.29 | ||||
| 2026-05-06 | 13F | Finhabits Advisors LLC | 54,475 | 8.80 | 2,829 | 7.04 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 2,691 | 0.52 | 140 | -1.42 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 4,248 | 221 | ||||||
| 2026-05-20 | 13F/A | J. Mark Nickell & Co. | 85,127 | 1.72 | 4,421 | 0.09 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 188,011 | 49.36 | 9,921 | 48.05 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 45,874 | 9.50 | 2,382 | 7.78 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 74,576 | 248.13 | 3,873 | 242.65 | ||||
| 2026-05-07 | 13F/A | Triad Investment Management | 29,213 | 0.07 | 1,517 | -1.49 | ||||
| 2026-05-11 | 13F | Collier Financial | 136 | 0.74 | 7 | 0.00 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 34,981 | 1,817 | ||||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 276,049 | 13.95 | 14,335 | 12.13 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 4,099 | 213 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 693,123 | 385.41 | 35,994 | 377.68 | ||||
| 2026-05-15 | 13F | Brooks, Moore & Associates, Inc. | 52,675 | 1.44 | 2,735 | -0.18 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1,675,626 | 12.63 | 88,423 | 111,826.58 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 4,588 | 0.84 | 238 | -0.83 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 10,160 | 2,932.84 | 527 | 2,994.12 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 515,815 | 187.80 | 26,786 | 183.24 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 105,521 | 6.17 | 5,480 | 4.48 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 344,179 | 1.71 | 17,873 | 0.09 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2,638,129 | 10.29 | 136,999 | 8.54 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 13,782,273 | 11.65 | 713,371 | 9.51 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 17,653 | 19.20 | 917 | 17.29 | ||||
| 2026-04-22 | 13F | Foundry Financial LLC | 92,995 | 51.49 | 4,829 | 49.09 | ||||
| 2026-05-08 | 13F | STAR Financial Bank | 267,309 | 39.08 | 13,881 | 36.87 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 1,173,146 | 9.92 | 60,921 | 8.17 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 4,000 | 208 | ||||||
| 2026-04-30 | 13F | First Horizon Corp | 3,600 | 71.43 | 187 | 69.09 | ||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 38,425 | 16.43 | 1,995 | 14.59 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 237,669 | 1.31 | 12,342 | -0.30 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 64,324 | 3.10 | 3,340 | 1.46 | ||||
| 2026-04-28 | 13F | Ntv Asset Management Llc | 127,992 | 94.34 | 6,647 | 91.25 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 309,343 | 7.24 | 16,064 | 5.53 | ||||
| 2026-05-13 | 13F | J Hagan Capital, Inc. | 174,718 | 21.19 | 9,073 | 19.27 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 555,500 | 9.79 | 28,847 | 8.05 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 22,072 | 77.06 | 1,146 | 74.43 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 592,874 | 15.91 | 31,286 | 14.88 | ||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 56,916 | 74.33 | 2,956 | 71.60 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 115,215 | 11.24 | 5,983 | 9.48 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 184,473 | 2,332.72 | 9,580 | 2,294.75 | ||||
| 2026-04-14 | 13F | New Capital Management LP | 215,491 | 6.03 | 11,190 | 4.35 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 8,864 | 4.78 | 460 | 3.14 | ||||
| 2026-05-12 | 13F | Bbr Partners, Llc | 18,710 | 59.85 | 972 | 57.37 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 93 | 5 | ||||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1,004 | 52 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 7,222 | 137.64 | 0 | |||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 213,536 | 2.03 | 11,268 | 1.13 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 32,993 | 1,713 | ||||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 19,439 | 30.22 | 1,009 | 28.21 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 35,844 | 2 | ||||||
| 2026-05-11 | 13F | Ducere Wealth Management LLC | 243,003 | 11.93 | 12,619 | 10.15 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 1,304,331 | 18.67 | 67,734 | 16.78 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 822 | 43 | ||||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 358,530 | 3.89 | 18,618 | 2.23 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 7,341 | 32.94 | 381 | 30.93 | ||||
| 2026-05-07 | 13F | MA Private Wealth | 49,163 | 1.17 | 2,553 | -0.43 | ||||
| 2026-04-13 | 13F | Trust Co | 3,823 | 66.58 | 199 | 63.64 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 2,524 | 30.44 | 131 | 28.43 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 149,876 | 13.79 | 7,783 | 11.99 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 5,370 | 33.09 | 279 | 31.13 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 11,317 | 100.41 | 588 | 97.64 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1,026 | 54 | ||||||
| 2026-04-21 | 13F | HCR Wealth Advisors | 195,501 | 7.61 | 10,152 | 5.90 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 34,036 | 422.83 | 1,768 | 415.16 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 18,903 | 74.90 | 982 | 72.11 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 89,202 | 32.31 | 4,624 | 30.00 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 75,064 | 187.12 | 3,898 | 182.67 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 35,413 | 225.73 | 1,851 | 221.74 | ||||
| 2026-05-13 | 13F | B & T Capital Management DBA Alpha Capital Management | 25,070 | 1,302 | ||||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 15,467 | 42.20 | 803 | 40.14 | ||||
| 2026-05-12 | 13F | Strategy Asset Managers Llc | 16,191 | 9.37 | 841 | 7.55 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 4,500 | 234 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 501 | 5.25 | 26 | 4.00 | ||||
| 2026-05-05 | 13F | Mcmorgan & Co Llc | 345,019 | 1.88 | 17,917 | 0.25 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 41,441 | 80.24 | 2,152 | 77.41 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 577,321 | 31.59 | 29,980 | 29.50 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 74,257 | 10.61 | 3,856 | 8.87 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 17,213 | 11.74 | 894 | 9.71 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 532,915 | 18.10 | 28 | 17.39 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 388,399 | 21.15 | 20,170 | 19.22 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 46,690 | 314.62 | 2,425 | 308.08 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 6,805 | 30.11 | 353 | 28.36 | ||||
| 2026-04-07 | 13F | Ables, Iannone, Moore & Associates, Inc. | 3,986 | 207 | ||||||
| 2026-04-16 | 13F | Lincoln Capital Corp | 88,545 | 4,598 | ||||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 18,835 | 173.49 | 978 | 169.42 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 7,741 | 402 | ||||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 318,371 | 1.69 | 16,533 | 0.07 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 72,076 | 9.05 | 3,743 | 7.31 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 5,108 | 11.26 | 265 | 9.50 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 79,610 | 113.82 | 4,134 | 110.49 | ||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 26 | 1 | ||||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 179,034 | 11.97 | 9,297 | 10.19 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 33,830 | 1,757 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 60,964 | 9.37 | 3,166 | 7.62 | ||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 535 | 0.94 | 28 | 0.00 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 19,301 | 101.37 | 1,002 | 98.42 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 861,802 | 6.20 | 44,753 | 4.50 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 11,402 | 13.09 | 592 | 11.28 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 11,166 | 7.99 | 580 | 5.27 | ||||
| 2026-05-14 | 13F | Blalock Williams, Llc | 8,978 | 22.99 | 466 | 21.04 | ||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 11,897 | 6.62 | 618 | 4.93 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 27,962 | 228.39 | 1,452 | 223.39 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 201 | 1.01 | 10 | 0.00 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 12,025,663 | 33.73 | 624,493 | 31.60 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 26,937 | 393.44 | 1,399 | 385.42 | ||||
| 2026-04-30 | 13F | Owen LaRue, LLC | 75,998 | 29.48 | 3,947 | 27.41 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 10,864 | 35.95 | 569 | 34.28 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 9,884,326 | 6.12 | 513,293 | 4.43 | ||||
| 2026-05-14 | 13F | Betterment LLC | 603,679 | 7.51 | 31 | 6.90 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 4,930 | 256 | ||||||
| 2026-05-15 | 13F | Readystate Asset Management Lp | 190,000 | 9,867 | ||||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 10,457 | 1.27 | 543 | -0.18 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 4,419 | 7.21 | 229 | 5.53 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 402,307 | 25.05 | 20,856 | 22.84 | ||||
| 2026-05-06 | 13F | Bauman Advisory Group, LLC | 113,911 | 61.65 | 5,915 | 59.09 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 26 | -26.47 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 1,634 | 58.33 | 85 | 55.56 | ||||
| 2026-04-29 | 13F | Avory & Company, LLC | 9,875 | 513 | ||||||
| 2026-05-06 | 13F | May Hill Capital, LLC | 24,786 | 27.74 | 1,287 | 25.81 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 10,231 | 531 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 18,746 | 38.59 | 973 | 36.47 | ||||
| 2026-04-20 | 13F | Chatterton & Associates Inc. | 37,395 | 0.71 | 1,952 | -0.36 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 7,275 | 3.59 | 378 | 1.89 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 2,000 | 0 | ||||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 30,739 | 5.99 | 1,596 | 4.31 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 32,640 | 720.72 | 1,695 | 710.53 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 121 | 6 | ||||||
| 2026-05-15 | 13F | Adalta Capital Management LLC | 7,300 | 379 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 332,175 | 10.34 | 17,250 | 8.58 | ||||
| 2026-04-09 | 13F | Sculati Wealth Management, LLC | 33,500 | 11.28 | 1,740 | 9.51 | ||||
| 2026-04-17 | 13F | Watershed Private Wealth Llc | 45,179 | 6.99 | 2,346 | 5.30 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 35,235 | 26.81 | 1,830 | 24.76 |
