Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF incluem AssuredPartners Investment Advisors, LLC, Sequoia Financial Advisors, LLC, Independent Advisor Alliance, Cerity Partners LLC, Cove Private Wealth, LLC, Aprio Wealth Management, LLC, Spartan Wealth Advisory Services LLC, Walser Wealth Management Company, A Ltd Liability Co, Fortune Financial Group, Inc., Summit Trail Advisors, Llc, Farnam Financial LLC, Sentinus, LLC, Warren Averett Asset Management, LLC, Arkadios Wealth Advisors, Next Level Wealth Planning, LLC, Seeds Investor Llc, Trust Point Inc., Csenge Advisory Group, Arnold Financial Planning LLC, e Helen Stephens Group, 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 25,250 | 214.33 | 640 | 213.24 | ||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 43,395 | 12.30 | 1,099 | 11.80 | ||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 63,379 | 10.20 | 1,605 | 9.71 | ||||
| 2026-05-11 | 13F | Arrow Financial Corp | 577,599 | 2.58 | 14,631 | 2.07 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 25,730 | 1.81 | 652 | 1.24 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 539,668 | 10.47 | 13,670 | 9.92 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 63,200 | 2.48 | 1,601 | 1.98 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 20,939 | 122.00 | 530 | 120.83 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 39,056 | 331.94 | 989 | 330.00 | ||||
| 2026-05-13 | 13F | Godshalk Welsh Capital Management, Inc. | 138,850 | 12.89 | 3,517 | 12.36 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 363,617 | 17.06 | 9,210 | 16.49 | ||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 95,420 | 28.86 | 2,417 | 28.24 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 181,445 | 3.89 | 4,596 | 3.40 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 752 | 0.80 | 19 | 5.56 | ||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 8,908 | 0.74 | 226 | 0.00 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 31,704 | 41.16 | 803 | 40.63 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 65,094 | 1.29 | 1,649 | 0.80 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 85,776 | 19.24 | 2,173 | 18.62 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 32,865 | 1.12 | 832 | 0.60 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 141,568 | 1.54 | 3,586 | 1.01 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 78,335 | 12.26 | 1,984 | 11.71 | ||||
| 2026-05-05 | 13F | 4J Wealth Management LLC | 30,842 | 5.66 | 781 | 5.11 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 69,085 | 7.24 | 1,759 | 7.26 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 205,201 | 25.76 | 5,198 | 25.14 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 5,936 | 319.51 | 150 | 316.67 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 794,471 | 8.74 | 20,124 | 8.20 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 177,907 | 130.99 | 4,506 | 129.90 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2,888 | 73 | ||||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 9,633 | 4.21 | 244 | 3.83 | ||||
| 2026-05-15 | 13F | PFG Private Wealth Management, LLC | 333,180 | 4.24 | 8,439 | 3.72 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 33,960 | 52.87 | 860 | 52.21 | ||||
| 2026-05-11 | 13F | Cornerstone Planning, LLC | 499,609 | 47.27 | 12,677 | 46.66 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 1,435,556 | 2.33 | 36,363 | 1.83 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1,468,086 | 16.32 | 37,186 | 15.75 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 9,193 | 233 | ||||||
| 2026-05-04 | 13F | Element Wealth, LLC | 32,208 | 4.80 | 816 | 4.22 | ||||
| 2026-04-23 | 13F | Granite Harbor Advisors, Inc. | 43,185 | 71.81 | 1,094 | 71.05 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 270,053 | 25.00 | 6,840 | 24.39 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 16,878 | 161.39 | 428 | 160.37 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 548,869 | 3.88 | 13,903 | 3.37 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 174,348 | 0.46 | 4,416 | -0.02 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 27,578 | 53.74 | 699 | 53.07 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 233,386 | 0.34 | 5,912 | -0.15 | ||||
| 2026-04-21 | 13F | ADG Wealth Management Group, LLC | 25,038 | 25.19 | 634 | 24.56 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 16,663 | 83.39 | 422 | 82.68 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 24,579 | 2.95 | 623 | 2.47 | ||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 490,178 | 2.27 | 12,416 | 1.77 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 28,155 | 713 | ||||||
| 2026-04-28 | 13F | Evergreen Private Wealth LLC | 141,483 | 1.27 | 3,584 | 0.76 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 855,757 | 26.08 | 21,676 | 25.46 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 274,028 | 6,941 | ||||||
| 2026-04-22 | 13F | Romano Brothers And Company | 37,568 | 16.62 | 952 | 16.12 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2,513,489 | 10.98 | 63,667 | 10.43 | ||||
| 2026-05-12 | 13F | Covington Investment Advisors Inc. | 102,982 | 2.78 | 3 | 0.00 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 84,363 | 3.41 | 2 | 0.00 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 4,900 | 124 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 2,730 | 69 | ||||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 168,052 | 24.08 | 4,257 | 23.47 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 26,852 | 52.53 | 680 | 51.79 | ||||
| 2026-04-30 | 13F | Robinson Smith Wealth Advisors Llc | 20,004 | 0.15 | 507 | -0.39 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 223,691 | 1.95 | 5,666 | 1.45 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 114,205 | 25.48 | 2,893 | 24.87 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 80,124 | 1.17 | 2,030 | 0.64 | ||||
| 2026-05-14 | 13F | Peloton Wealth Strategists | 399,188 | 2.21 | 10 | 11.11 | ||||
| 2026-04-10 | 13F | Financial Advisory Corp | 12,090 | 0.73 | 306 | 0.33 | ||||
| 2026-04-08 | 13F | Quantum Financial Advisors, LLC | 234,759 | 27.01 | 5,946 | 26.38 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 47,794 | 1.79 | 1,211 | 1.26 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 99,114 | 2,502 | ||||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 12,800 | 324 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 10,151 | 257 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 243,888 | 317.72 | 6,178 | 315.68 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 201,975 | 8.53 | 5,116 | 8.00 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 349,330 | 3.36 | 8,849 | 2.85 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 11,096 | 281 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 30,094 | 8.95 | 766 | 8.81 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 28,478 | 1.62 | 721 | 1.12 | ||||
| 2026-04-06 | 13F | CX Institutional | 790 | 0.77 | 0 | |||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 153,618 | 39.80 | 3,891 | 39.11 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 17,997 | 0.01 | 456 | -0.66 | ||||
| 2026-05-07 | 13F | Harbor Advisory Corp /ma/ | 215,277 | 3.13 | 5,453 | 2.62 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 20,919 | 530 | ||||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 29,316 | 31.29 | 743 | 30.63 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 251,652 | 3.57 | 6,374 | 3.06 | ||||
| 2026-04-21 | 13F | Next Level Wealth Planning, LLC | 9,719 | 246 | ||||||
| 2026-04-23 | 13F | Spinnaker Trust | 547,809 | 11.97 | 13,876 | 11.42 | ||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 46,536 | 22.45 | 1,179 | 21.82 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 7,978 | 46.95 | 202 | 46.38 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 220,720 | 17.70 | 5,591 | 17.12 | ||||
| 2026-04-07 | 13F | Eastern Bank | 1,295 | 8.37 | 33 | 6.67 | ||||
| 2026-04-20 | 13F | Gilbert Capital Group, Inc. | 57,952 | 0.65 | 1,468 | 0.14 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 8,208 | 208 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 195,823 | 4.61 | 4,960 | 4.09 | ||||
| 2026-04-16 | 13F | Pine Haven Investment Counsel, Inc | 9,350 | 13.33 | 237 | 12.38 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 168 | 4 | ||||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 21,314 | 540 | ||||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 15,595 | 0.48 | 395 | 0.00 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 62,770 | 0.24 | 1,584 | -0.56 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 1,634,772 | 1.74 | 41,410 | 1.25 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 182,808 | 5.61 | 4,609 | 4.66 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 53,670 | 0.42 | 1,359 | -0.07 | ||||
| 2026-04-14 | 13F | LifePlan Financial, LLC | 112,577 | 7.01 | 2,852 | 6.46 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 189,941 | 16.43 | 4,811 | 15.87 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 1,278,339 | 2.35 | 32,380 | 1.85 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 3,752,574 | 3.35 | 95,053 | 2.84 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 3,418 | 0.74 | 87 | 0.00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 3,118,298 | 4.79 | 78,986 | 4.28 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 37,000 | 937 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 25,955 | 657 | ||||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 202,949 | 6.92 | 5,141 | 6.40 | ||||
| 2026-04-29 | 13F | First Interstate Bank | 22,940 | 14.43 | 581 | 13.92 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 114,633 | 10.82 | 2,904 | 10.25 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 25,700 | 54.82 | 651 | 54.03 | ||||
| 2026-05-15 | 13F | Briggs Wealth Management, Inc | 57,227 | 5.94 | 1,450 | 5.38 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 739,662 | 1.51 | 18,736 | 1.01 | ||||
| 2026-05-05 | 13F | UBS Group AG | 3,524,978 | 16.18 | 89,288 | 15.61 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 193,845 | 60.79 | 4,906 | 59.88 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 75,617 | 1,915 | ||||||
| 2026-04-10 | 13F | Windsor Capital Management, LLC | 498,933 | 3.46 | 12,638 | 2.94 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 172,689 | 5.63 | 4,364 | 4.85 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 1,453,362 | 4.43 | 36,814 | 3.92 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 205,886 | 0.16 | 5,211 | -0.59 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 9,679 | 245 | ||||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 1,304,385 | 2.96 | 33,040 | 2.46 | ||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 69,169 | 4.14 | 1,752 | 3.67 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 4,475,447 | 84.99 | 113,363 | 83.66 | ||||
| 2026-04-27 | 13F | Fulton Breakefield Broenniman Llc | 160,393 | 8.17 | 4,063 | 7.63 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 241,538 | 8.71 | 6 | 20.00 | ||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 94,311 | 1.12 | 2,371 | -0.13 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 488,842 | 9.36 | 12,382 | 8.82 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 192,147 | 4,867 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 266,908 | 7.94 | 6,761 | 112,566.67 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 304,247 | 23.45 | 7,707 | 22.84 | ||||
| 2026-05-08 | 13F | Glenview Trust Co | 561,467 | 4.24 | 14,222 | 3.73 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 38,539 | 6.64 | 976 | 6.20 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 44,256 | 4.94 | 1,127 | 4.65 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 73,216 | 15.66 | 1,855 | 15.08 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 184,642 | 755.85 | 4,677 | 751.73 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 76,595 | 2.38 | 1,940 | 1.89 | ||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 64,846 | 16.56 | 1,643 | 15.96 | ||||
| 2026-05-07 | 13F | Hamel Associates, Inc. | 262,868 | 8.54 | 6,658 | 8.01 | ||||
| 2026-04-16 | 13F | Montecito Bank & Trust | 54,866 | 13.38 | 1,390 | 12.84 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 64,012 | 1,621 | ||||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 139,779 | 4.20 | 3,541 | 3.69 | ||||
| 2026-04-13 | 13F | Trust Co | 2,675 | 0.38 | 68 | 0.00 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 28,900 | 732 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1,036,818 | 8.25 | 26,263 | 7.72 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 354,086 | 11.74 | 8,969 | 11.20 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 1,159,226 | 6.48 | 29,363 | 5.96 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 27,547 | 0.11 | 698 | -0.43 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 82,710 | 29.02 | 2,091 | 28.14 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 8,968 | 227 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 12,654 | 55.24 | 322 | 54.81 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 46,872 | 2.04 | 1,193 | 1.79 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 62,103 | 39.83 | 1,573 | 39.20 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 290,513 | 12.09 | 7,446 | 12.56 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 37,068 | 0.00 | 939 | -0.53 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 106,798 | 5.88 | 2,705 | 5.38 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 9,797 | 0.02 | 248 | -0.40 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 637,798 | 100.47 | 16,155 | 99.49 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 291,381 | 142.43 | 7,381 | 141.26 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 505,287 | 2.38 | 12,862 | 2.12 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 41,365 | 91.66 | 1,048 | 90.71 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 92,430 | 244.61 | 2 | |||||
| 2026-05-05 | 13F | Atria Investments Llc | 332,737 | 4.58 | 8,428 | 4.06 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 195,552 | 1.09 | 4,953 | 0.59 | ||||
| 2026-04-24 | 13F | Balentine LLC | 35,069 | 54.86 | 888 | 54.17 | ||||
| 2026-04-14 | 13F | Arnold Financial Planning LLC | 8,910 | 226 | ||||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 1,562,572 | 8.06 | 39,580 | 7.53 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 502,246 | 11.28 | 12,722 | 10.73 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 286,931 | 30.57 | 7,268 | 29.93 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 213,474 | 14.73 | 5,407 | 14.17 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 11,865 | 29.69 | 301 | 29.31 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 167,909 | 1.36 | 4,253 | 0.69 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 232,417 | 69.99 | 5,916 | 69.56 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 45,015 | 1,140 | ||||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 96,057 | 3.00 | 2,433 | 2.53 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 20,755 | 0.45 | 526 | 0.00 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 13,765 | 9.45 | 349 | 8.75 | ||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 246,393 | 3.78 | 6,241 | 3.28 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 670,973 | 3.31 | 16,996 | 2.80 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 6,515 | 0.73 | 165 | 0.61 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 271,817 | 6.71 | 6,872 | 5.97 | ||||
| 2026-04-29 | 13F | Advance Capital Management, Inc. | 59,274 | 4.80 | 1,501 | 4.31 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 23,843 | 126.45 | 604 | 125.00 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 12,600 | 4.92 | 319 | 4.59 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 29,607 | 0.12 | 750 | -0.40 | ||||
| 2026-04-27 | 13F | Baker Boyer National Bank | 27,023 | 11.02 | 684 | 10.50 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 66,126 | 139.15 | 1,675 | 138.12 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 564,455 | 59.53 | 14,298 | 58.75 | ||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 10,800 | 22.73 | 274 | 21.88 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 8,950,655 | 3.22 | 226,720 | 2.72 | ||||
| 2026-05-07 | 13F | First National Trust Co | 497,869 | 9.52 | 12,611 | 8.98 | ||||
| 2026-04-17 | 13F | Robbins Farley Llc | 17,606 | 9.82 | 446 | 9.07 | ||||
| 2026-04-29 | 13F | Penobscot Investment Management Company, Inc. | 233,753 | 4.28 | 5,921 | 3.75 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 24,226 | 3.06 | 614 | 2.51 | ||||
| 2026-05-01 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 213,777 | 0.83 | 5,415 | 0.33 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 41,994 | 44.06 | 1,064 | 43.26 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 8,604 | 218 | ||||||
| 2026-04-28 | 13F | Farnam Financial LLC | 12,431 | 315 | ||||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 137,153 | 2.76 | 3,474 | 2.27 | ||||
| 2026-04-27 | 13F | Actinver Wealth Management, Inc. | 40,339 | 2.68 | 1,022 | 2.10 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 28,043 | 168.12 | 710 | 166.92 | ||||
| 2026-04-22 | 13F | Arcataur Capital Management LLC | 92,705 | 16.17 | 2,348 | 15.61 | ||||
| 2026-04-17 | 13F | Michael S. Ryan, Inc. | 105,730 | 4.78 | 2,678 | 4.28 | ||||
| 2026-04-06 | 13F | Miller Global Investments, LLC | 2,795 | 71 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 232,750 | 18.80 | 5,875 | 17.81 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 18,132 | 35.00 | 459 | 34.60 | ||||
| 2026-05-07 | 13F | Jefferson Bridge Capital, LLC | 67,397 | 1.70 | 1,707 | 1.25 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 4,649 | 991.31 | 118 | 1,080.00 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 13,655 | 4.67 | 346 | 3.92 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 79,515 | 47.54 | 2,014 | 46.90 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 1,054,382 | 6.18 | 26,708 | 5.66 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 15,373 | 17.58 | 389 | 17.17 | ||||
| 2026-04-13 | 13F | Breachway Investments LLC | 127,868 | 3.41 | 3,229 | 2.57 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 795 | 0.63 | 20 | 0.00 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 21,088 | 4.11 | 534 | 3.69 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 130,104 | 3.93 | 3,296 | 3.42 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 704 | 0.86 | 0 | |||||
| 2026-04-24 | 13F | United Community Bank | 2,293 | 58 | ||||||
| 2026-04-03 | 13F | Adirondack Trust Co | 121,416 | 18.20 | 3,074 | 17.60 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 114,680 | 2.41 | 2,905 | -0.95 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 1,463 | 37 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 60,160 | 64.76 | 1,524 | 63.94 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 56,111 | 6.73 | 1,421 | 6.20 | ||||
| 2026-04-20 | 13F | One + One Wealth Management, Llc | 59,021 | 5.63 | 1,495 | 5.13 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 55,952 | 281.64 | 1,417 | 279.89 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 10,600 | 269 | ||||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 243,639 | 8.17 | 6,171 | 7.66 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 34,071 | 1.95 | 864 | 1.29 | ||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 252,277 | 4.02 | 6,391 | 3.52 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 989,358 | 13.81 | 25,060 | 13.26 | ||||
| 2026-05-01 | 13F | Pittenger & Anderson Inc | 2,155 | 55 | ||||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 843 | -0.47 | ||||||
| 2026-05-04 | 13F | Foundation Wealth Management, LLC | 76,201 | 5.31 | 1,930 | 4.78 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 45,560 | 22.77 | 1,154 | 22.25 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 343,504 | 6.22 | 8,701 | 5.69 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2,400 | 71.43 | 61 | 71.43 | ||||
| 2026-05-01 | 13F | Associated Banc-corp | 107,792 | 7.85 | 2,730 | 7.31 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 8,779 | 0.55 | 222 | 0.00 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 103,258 | 6.27 | 2,616 | 5.74 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 869,218 | 1.40 | 22,017 | 0.90 | ||||
| 2026-04-20 | 13F | Threadgill Financial, Llc | 867,919 | 4,139.75 | 21,984 | 1,948.84 | ||||
| 2026-04-30 | 13F | Sonata Capital Group Inc | 248,397 | 5.02 | 6,292 | 4.50 | ||||
| 2026-05-15 | 13F | Reliant Wealth Planning | 68,697 | 0.86 | 1,740 | 0.40 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 21,439 | 8.22 | 543 | 7.74 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 574,314 | 5.10 | 14,547 | 4.58 | ||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 179,814 | 20.91 | 4,555 | 20.32 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 198,024 | 37.44 | 5,016 | 36.76 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 26,200 | 92.65 | 664 | 91.62 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 18,896 | 9.28 | 479 | 8.64 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 433,344 | 7.48 | 10,977 | 6.96 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 3,532,934 | 6.94 | 89,489 | 6.42 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 9,372 | 5.56 | 237 | 5.33 | ||||
| 2026-05-04 | 13F | Gratus Wealth Advisors, LLC | 1,372,168 | 5.44 | 34,757 | 4.92 | ||||
| 2026-04-07 | 13F | InvesTrust | 314,466 | 2.93 | 7,965 | 2.42 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 52,684 | 8.04 | 1,330 | 7.17 | ||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 11,652 | 7.64 | 295 | 7.27 | ||||
| 2026-04-10 | 13F | Novem Group | 498,960 | 11.05 | 12,639 | 10.50 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 13,188 | 334 | ||||||
| 2026-05-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 74,516 | 11.93 | 1,887 | 11.39 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 192,842 | 0.32 | 4,885 | -0.18 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 251,342 | 6.03 | 6,366 | 5.29 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 11,390 | 289 | ||||||
| 2026-05-05 | 13F | Regions Financial Corp | 158,803 | 18.58 | 4,022 | 18.02 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 51,949 | 70.52 | 1,316 | 69.68 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 2,014 | 0.70 | 51 | 2.00 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 9,257 | 881.65 | 234 | 875.00 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 5,604 | 142 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 685 | 17 | ||||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 8,695 | 220 | ||||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 223,865 | 2.10 | 5,671 | 1.43 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 245,295 | 21.00 | 6,194 | 20.02 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 385,063 | 29.32 | 9,754 | 28.68 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 10,332 | 27.82 | 262 | 27.32 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 740,653 | 9.60 | 18,760 | 9.06 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 265,068 | 20.56 | 6,714 | 19.98 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 5,087 | 129 | ||||||
| 2026-05-04 | 13F | Cfo Capital Management Llc | 20,861 | 16.77 | 527 | 16.08 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 52,194 | 3.66 | 1,322 | 3.20 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1,025,685 | 24.01 | 26,109 | 124,223.81 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 81,462 | 463.59 | 2,063 | 462.13 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 95,471 | 17.74 | 2,418 | 17.15 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 2,940,328 | 28.39 | 74,479 | 27.76 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 9,515 | 0.01 | 241 | -0.41 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4,651,656 | 1.34 | 117,826 | 0.85 | ||||
| 2026-04-14 | 13F | Howland Capital Management Llc | 1,230,626 | 3.37 | 31,172 | 2.86 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 148,814 | 6.37 | 3,769 | 5.84 | ||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 1,306,247 | 9.20 | 33,087 | 8.66 | ||||
| 2026-04-16 | 13F | Mendota Financial Group, LLC | 36,363 | 0.74 | 921 | 0.33 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 7,970 | 202 | ||||||
| 2026-05-15 | 13F | 10Elms LLP | 107,305 | 129.99 | 2,733 | 130.24 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 9,278 | 0 | ||||||
| 2026-05-07 | 13F | Winthrop Partners - Wny, Llc | 200,024 | 2.88 | 5,067 | 2.36 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 141,953 | 2.99 | 4 | 0.00 | ||||
| 2026-04-22 | 13F | Atwater Malick LLC | 18,545 | 13.38 | 470 | 12.74 | ||||
| 2026-05-13 | 13F | Wiregrass Investment Management Llc | 17,000 | 30.77 | 431 | 30.30 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 615,991 | 9.89 | 15,680 | 9.61 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 232,558 | 12.53 | 5,891 | 11.98 | ||||
| 2026-04-21 | 13F | McGlone Suttner Wealth Management, Inc. | 87,944 | 10.19 | 2,228 | 9.65 |
