Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF incluem Dickmeyer Boyce Financial Management, Inc., GatePass Capital, LLC, Vanguard Advisers Inc, Cornerstone Wealth Group, LLC, Baker Ellis Asset Management LLC, Spartan Wealth Advisory Services LLC, Facet Wealth, Inc., Vanguard National Trust Co, Everhart Financial Group, Inc., Integrated Wealth Concepts LLC, Intentional Wealth Strategies, LLC, Beacon Capital Management, Inc., Burk Holdings LLC, Western Wealth Management, LLC, Gill Capital Partners, Llc, GAMMA Investing LLC, TopTier Wealth Management, LLC, Planning Project LLC, Valued Wealth Advisors LLC, e Retiremitten Financial 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 | CWA Asset Management Group, LLC | 14,115 | 0.35 | 458 | 3.16 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 31,434 | 5.76 | 1,126 | 20.30 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 122 | 4 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 3,742,921 | 36,598.90 | 121,383 | 37,713.71 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 26,615 | 12.52 | 863 | 15.84 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 40,164 | 23.52 | 1,279 | 24.90 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 5,771 | 1.37 | 187 | 4.47 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 335 | 0.30 | 11 | 0.00 | ||||
| 2026-04-22 | 13F | Western Financial Corp/CA | 6,312 | 205 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 25,362 | 1.66 | 799 | 2.83 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 569 | 18 | ||||||
| 2026-04-09 | 13F | Everhart Financial Group, Inc. | 7,071 | 229 | ||||||
| 2026-04-29 | 13F | Steele Capital Management, Inc. | 2,107,699 | 2.96 | 68,353 | 5.97 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 168,868 | 4.73 | 5,320 | 5.89 | ||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 19,449 | 1.84 | 631 | 4.83 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 4,116 | 133 | ||||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 20,110 | 652 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 142,823 | 9.36 | 4,632 | 12.54 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1,478,275 | 3.45 | 47,940 | 6.47 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 90 | 91.49 | 3 | 100.00 | ||||
| 2026-05-07 | 13F | Coastwise Capital Group, LLC | 9,737 | 0.19 | 316 | 2.94 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 65,479 | 2,123 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 13,807 | 7.63 | 448 | |||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 3,302 | 108 | ||||||
| 2026-04-28 | 13F | Hoey Investments, Inc | 1,535 | 2.06 | 50 | 4.26 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 31,400 | 2.10 | 1,018 | 5.06 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 23,758 | 168.00 | 770 | 175.99 | ||||
| 2026-02-13 | 13F | Clearview Wealth Advisors LLC | 15,765 | 0.94 | 497 | 2.06 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 6,833 | 222 | ||||||
| 2026-05-08 | 13F/A | Beacon Capital Management, Inc. | 2,158 | 70 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 159,219 | 4.71 | 5,163 | 7.76 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 16 | 0.00 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 10,743 | 5.84 | 348 | 9.09 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 8,219 | 6.70 | 267 | 9.92 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 1,610 | 52 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 49,836 | 11.40 | 2 | 0.00 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 5,680 | 179 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 150,823 | 15.58 | 4,891 | 18.97 | ||||
| 2026-05-05 | 13F | PFG Advisors | 15,754 | 5.27 | 511 | 8.28 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 11,493 | 11.22 | 373 | 14.46 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 7,237 | 235 | ||||||
| 2026-01-29 | 13F | Vanguard Group Inc | 18,842 | 19.49 | 594 | 20.77 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 9 | 0 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 14,297 | 74.44 | 464 | 79.46 | ||||
| 2026-04-13 | 13F | Reston Wealth Management Llc | 191,074 | 1.96 | 6,197 | 4.95 | ||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 14,987 | 0.02 | 0 | |||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 75,004 | 4.66 | 2,432 | 7.71 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 2,887,094 | 2.24 | 93,628 | 5.23 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 280 | 9 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 30,960 | 22.49 | 1,004 | 26.13 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 10,980 | 0.50 | 356 | 3.49 | ||||
| 2026-04-29 | 13F | Flatrock Wealth Partners LLC | 51,437 | 10.60 | 1,668 | 13.86 | ||||
| 2026-05-15 | 13F | BFI Wealth Solutions, LLC | 53,547 | 13.98 | 1,761 | 18.99 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 8,392 | 1.66 | 272 | 4.62 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 64,923 | 4.50 | 2,105 | 7.56 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 6,789 | 220 | ||||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 20,833 | 0.57 | 676 | 3.53 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 470,342 | 5.64 | 15,253 | 8.72 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 17,216 | 0.06 | 609 | 5.01 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 2,151 | 70 | ||||||
| 2026-04-09 | 13F | Wedmont Private Capital | 16,520 | 0.01 | 561 | 4.09 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 4,721 | 4.72 | 153 | 7.75 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 9,339 | 118.71 | 303 | 125.37 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 16,239 | 110.95 | 512 | 113.81 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 141,749 | 68.35 | 4,597 | 73.28 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 330 | 11 | ||||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 3,338 | 0.15 | 108 | 2.86 | ||||
| 2026-04-21 | 13F | Founders Capital Management | 139,010 | 94.44 | 4,508 | 100.18 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 144,438 | 141.01 | 4,684 | 148.09 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 726 | 24 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 60,983 | 9.66 | 1,978 | 12.84 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 9,574 | 32.86 | 310 | 36.56 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 7,826 | 0.03 | 254 | 2.85 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 134 | 4 | ||||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 889 | 29 | ||||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 69,480 | 4.61 | 2,253 | 7.70 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 288 | 0.35 | 9 | 0.00 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 542,589 | 3.76 | 17,596 | 6.78 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 17,038 | 0.74 | 553 | 3.76 | ||||
| 2026-04-29 | 13F | Your Advocates Ltd., LLP | 210,457 | 3.43 | 6,825 | 6.46 | ||||
| 2026-04-16 | 13F | Solitude Financial Services | 1,029,893 | 3.03 | 35,573 | 12.94 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 31,890 | 313.83 | 1,034 | 327.27 | ||||
| 2026-04-02 | 13F | Collective Family Office Llc | 374,608 | 5.12 | 12,149 | 8.19 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 149,033 | 78.91 | 4,711 | 79.50 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 14,967 | 0.19 | 485 | 3.19 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 9,596 | 311 | ||||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 8,124 | 260 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 29,012 | 5.98 | 941 | 9.05 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 129,807 | 29.84 | 4,210 | 33.62 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 8,399 | 24.86 | 272 | 28.91 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 24,229 | 3.55 | 786 | 6.51 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 40,470 | 0.33 | 1,312 | 3.31 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 131,739 | 2.20 | 4,272 | 5.20 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 77,186 | 27.05 | 2,503 | 30.77 | ||||
| 2026-05-15 | 13F | Engineers Gate Manager LP | 42,430 | 32.00 | 1,376 | 35.97 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 15,445 | 89.95 | 501 | 95.31 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 220,032 | 8.17 | 7,136 | 11.33 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 13 | 0 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 14,131 | 1.69 | 458 | 4.81 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 6,872 | 1.27 | 223 | 4.23 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 6,603 | 214 | ||||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 298,854 | 39.24 | 9,692 | 43.29 | ||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 6,268 | 203 | ||||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 18,423 | 0.76 | 597 | 9.94 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 86,235 | 1.89 | 2,797 | 4.88 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 21,847 | 0.19 | 708 | 3.06 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 19,225 | 623 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 15,833 | 1 | ||||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 19,239 | 23.54 | 624 | 27.14 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 50,215 | 6.57 | 1,628 | 9.70 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 18,299 | 0.08 | 593 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 5,459 | 6.25 | 177 | 9.94 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 900,070 | 1.44 | 29,189 | 4.41 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1,768 | 0.11 | 57 | 3.64 | ||||
| 2026-05-12 | 13F | Creative Planning | 439,362 | 19.67 | 14,249 | 23.17 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 7,889 | 256 | ||||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 57,105 | 13.88 | 1,981 | 25.32 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 13,033 | 460 | ||||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 60,518 | 8.77 | 1,963 | 11.92 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 22,556 | 7.96 | 731 | 11.09 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 34,557 | 21.88 | 1,121 | 25.42 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1,386 | 45 | ||||||
| 2026-04-29 | 13F | Nicholas Hoffman & Company, LLC. | 17,906 | 107.65 | 581 | 114.02 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 12,415 | 0.19 | 403 | 3.08 | ||||
| 2026-05-13 | 13F | Dickmeyer Boyce Financial Management, Inc. | 50,262 | 1,630 | ||||||
| 2026-05-04 | 13F | Archer Investment Corp | 255 | 0.39 | 8 | 0.00 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 7,409 | 240 | ||||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 9,189 | 0.19 | 298 | 2.77 | ||||
| 2026-04-30 | 13F | Waterfront Wealth Inc. | 113,071 | 26.13 | 3,667 | 21.07 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 25,290 | 3.08 | 820 | 7.33 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 56,196 | 6.94 | 2 | 0.00 | ||||
| 2026-04-21 | 13F | Financial Architects, LLC | 39,545 | 40.11 | 1,282 | 44.21 | ||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 3,090 | 114.58 | 100 | 122.22 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 646,904 | 0.94 | 20,979 | 3.89 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 2,815 | 91 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1,522 | 0.40 | 48 | 0.00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 171,605 | 1.25 | 5,565 | 4.21 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 43,738 | 0.86 | 1,418 | 3.81 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 5,341 | 3.13 | 173 | 6.13 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 81,891 | 6.65 | 2,656 | 9.76 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 7,535 | 1.05 | 244 | 4.27 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 2,130 | 0.33 | 69 | 4.55 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 367 | 35.42 | 12 | 37.50 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 6,824 | 221 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 431,797 | 11.47 | 14,003 | 14.72 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 7,682 | 0.01 | 249 | 2.89 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 15,192 | 493 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 24,423 | 130.02 | 792 | 137.13 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 3,108 | 101 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co | 8,831 | 0.19 | 291 | 0.35 | ||||
| 2026-05-08 | 13F | HORAN Wealth, LLC | 577,082 | 101.97 | 18,680 | 107.49 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 283,295 | 3.14 | 9,187 | 6.16 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 8,112 | 0.20 | 263 | 3.14 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 44 | 1 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 19,615 | 8.93 | 636 | 12.17 | ||||
| 2026-05-14 | 13F | Seven Springs Wealth Group, LLC | 571,702 | 21.65 | 18,540 | 25.20 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 7,536 | 244 | ||||||
| 2026-05-11 | 13F | TD Capital Management LLC | 4,761 | 0.19 | 154 | 3.36 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 6,740 | 219 | ||||||
| 2026-04-16 | 13F | Prairiewood Capital, LLC | 2,053,795 | 3.21 | 66,605 | 6.22 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5,166 | 73.12 | 168 | 77.66 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 20,643 | 60.93 | 650 | -8.32 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 9,204 | 298 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 2,287 | 74 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 57,424 | 32.26 | 1,862 | 36.11 | ||||
| 2026-04-23 | 13F | Traub Capital Management LLC | 105,388 | 2.06 | 3,418 | 5.04 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 19,571 | 52.89 | 635 | 57.32 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 23,901 | 775 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 436 | 14 | ||||||
| 2026-05-15 | 13F | Pinney & Scofield, Inc. | 768 | 0.13 | 25 | 0.00 | ||||
| 2026-05-04 | 13F | Riverpoint Wealth Management Holdings, LLC | 1,157,772 | 1.31 | 37,547 | 4.27 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 25,154 | 72.80 | 816 | 77.95 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 459,662 | 6.65 | 14,907 | 9.76 | ||||
| 2026-04-27 | 13F | Directional Asset Management | 11,774 | 0.18 | 382 | 2.97 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 96 | 3 | ||||||
| 2026-05-11 | 13F | Womack Financial LLC | 121,290 | 4.09 | 3,933 | 7.14 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 1,266,030 | 3.97 | 41,057 | 7.01 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 11,820 | 106.14 | 383 | 112.78 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 112 | 4 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 81,726 | 11.10 | 2,650 | 14.37 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 6,453 | 0.51 | 209 | 3.47 | ||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 313,018 | 3.92 | 10,151 | 6.97 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 300 | 10 | ||||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 4,936 | 12.87 | 160 | 16.79 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 5,437 | 0.06 | 176 | 2.92 | ||||
| 2026-05-15 | 13F | Signal Tree Financial Partners Llc | 67,849 | 0.06 | 2,200 | 3.00 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 21,059 | 6.01 | 683 | 9.12 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 1,657 | 17.77 | 54 | 20.45 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 15,405 | 14.97 | 500 | 18.25 | ||||
| 2026-04-27 | 13F | Argos Wealth Advisors, LLC | 78,909 | 4.05 | 2,559 | 7.12 | ||||
| 2026-05-15 | 13F | Plan A Wealth LLC | 10,102 | 4.21 | 328 | 7.21 | ||||
| 2026-05-12 | 13F | Mengis Capital Management, Inc. | 12,626 | 0.01 | 409 | 3.02 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 9,489 | 318.20 | 0 | |||||
| 2026-04-22 | 13F | Krm Wealth Management L.l.c. | 121,416 | 4.55 | 3,938 | 7.60 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 494 | 16 | ||||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 531 | 17 | ||||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 174,536 | 4.58 | 5,660 | 7.65 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 71,878 | 2,493 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 129,344 | 3.09 | 4,195 | 6.10 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 39,672 | 7.48 | 1,287 | 10.58 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 66,641 | 308.99 | 2,152 | 319.30 | ||||
| 2026-05-04 | 13F | Wealth Forward, LLC | 592,207 | 0.79 | 19,205 | 3.74 | ||||
| 2026-04-15 | 13F | Guardian Financial Partners, LLC | 43,089 | 5.73 | 1,397 | 8.80 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 35,025 | 0.69 | 1,136 | 3.56 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 183,468 | 416.08 | 5,950 | 431.16 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 12,263 | 93.64 | 398 | 96.53 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 10,904 | 1.85 | 344 | 17.06 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 77 | 26.23 | 3 | 100.00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 26,604 | 476.84 | 863 | 494.48 | ||||
| 2026-04-17 | 13F | Baker Ellis Asset Management LLC | 12,252 | 397 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 25,708 | 12.30 | 810 | 13.60 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 22,990 | 0.95 | 746 | 3.91 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 38,544 | 15.65 | 1,250 | 18.95 | ||||
| 2026-02-12 | 13F | Planning Project LLC | 562 | 18 | ||||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 70,428 | 3.29 | 2,284 | 6.28 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 2,018 | 7.34 | 65 | 10.17 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 30 | 1 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 4,179 | 455.72 | 136 | 486.96 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 62,094 | 10.59 | 1,957 | 11.84 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 290,785 | 3.28 | 9,430 | 6.30 | ||||
| 2026-04-10 | 13F | Charles Schwab Trust Co | 424,509 | 5.27 | 13,767 | 8.34 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 18,900 | 613 | ||||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 360 | 12 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 38,714 | 25.02 | 1,255 | 28.72 |
