Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF incluem Cornerstone Wealth, LLC/TN, Madson Wealth Advisors Inc, Asset One Wealth Management LLC, Hrt Financial Lp, Heirloom Wealth Management, NewEdge Wealth, LLC, Magnolia Capital Advisors Llc, Skopos Labs, Inc., Archer Investment Management, LLC, Aprio Wealth Management, LLC, Fisher Asset Management, LLC, BTG Pactual Asset Management US LLC, Independent Advisor Alliance, Mainstay Capital Management Llc /adv, Fifth Third Wealth Advisors LLC, Arwa Llc, Midwest Trust Co, Hancock Whitney Corp, Bessemer Group Inc, e Catalyst Financial Partners 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Valley National Advisers Inc | 43,033 | 2.18 | 3 | 0.00 | ||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 187,568 | 8.39 | 11,502 | 5.20 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 964 | 59 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 1,290 | 118.27 | 79 | |||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 6,296 | 386 | ||||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 9,143 | 12.82 | 561 | 9.38 | ||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 55,392 | 4.82 | 3,397 | 1.74 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 580,418 | 9.84 | 35,591 | 6.60 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 79,654 | 1.37 | 5 | 0.00 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 156,302 | 0.95 | 9,584 | -2.01 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 950,226 | 27.95 | 58,268 | 24.18 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 197,028 | 6.22 | 12,082 | 3.10 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 621,176 | 2.97 | 38,091 | -0.06 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 60,232 | 3.49 | 3,693 | -1.55 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 38 | 2 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 136,379 | 4.46 | 8,364 | 1.39 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 323,966 | 3.37 | 19,866 | 0.33 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 167,437 | 96.99 | 10,267 | 91.19 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 57,009 | 8.61 | 3,614 | 8.96 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 3,340 | 205 | ||||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 604 | 41 | ||||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 3,432 | 9.23 | 210 | 5.00 | ||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 2,967,077 | 0.94 | 181,941 | -2.03 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 71,254 | 2.72 | 4,369 | -2.52 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 7,780 | 477 | ||||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 79,231 | 4.60 | 4,858 | 1.53 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 170,851 | 3.16 | 10,477 | 0.12 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 14,857 | 911 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1,152 | 2.49 | 71 | -1.41 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 15,792 | 55.42 | 968 | 51.01 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 11,046 | 28.34 | 677 | 24.68 | ||||
| 2026-05-14 | 13F | Delos Wealth Advisors, LLC | 78,421 | 7.57 | 4,809 | 4.41 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 4,381 | 291 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 559,839 | 8.64 | 35,370 | 8.64 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 13,477 | 7.66 | 826 | 4.96 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 196,293 | 4.95 | 12,037 | 1.85 | ||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 3,994 | 0.03 | 245 | -4.31 | ||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 5,938 | 364 | ||||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 22,918 | 1,405 | ||||||
| 2026-05-06 | 13F | Spectrum Wealth Advisory Group, LLC | 534,396 | 0.86 | 32,769 | -2.11 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 77,540 | 94.45 | 4,755 | 88.73 | ||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 92,546 | 114.53 | 5,675 | 104.17 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 35,012 | 33.69 | 2,147 | 29.75 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 135,353 | 1.55 | 8,300 | -1.44 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 1,245,124 | 2.87 | 76,351 | -0.18 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 45,267 | 0.14 | 2,776 | -2.80 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 118,802 | 7,783 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 53,101 | 16.11 | 3,256 | 12.70 | ||||
| 2026-04-13 | 13F | Arwa Llc | 5,800 | 368 | ||||||
| 2026-04-29 | 13F | Navalign, LLC | 130,438 | 7.94 | 7,998 | 4.77 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 2,290 | 0.26 | 140 | -2.78 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 4,292 | 0 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 10,175 | 3.55 | 624 | -0.32 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 1,368,506 | 4,153.45 | 86,462 | 4,173.90 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 42,191 | 2,772 | ||||||
| 2026-04-09 | 13F | Kelly Financial Group Llc | 270,353 | 3.83 | 16,577 | 0.77 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 892,652 | 0.53 | 55 | -3.57 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 94,967 | 1.01 | 5,823 | -1.97 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 143,068 | 7.00 | 9,039 | 7.47 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 156,626 | 8.87 | 9,604 | 5.67 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 865,784 | 15.33 | 53,090 | 11.94 | ||||
| 2026-05-06 | 13F | Centennial Bank/AR/ | 52,000 | 2.49 | 3,189 | -0.53 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 17,265 | 1,059 | ||||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 611 | 0.33 | 37 | -2.63 | ||||
| 2026-04-09 | 13F | Teamwork Financial Advisors, LLC | 6,250 | 0.29 | 383 | -2.54 | ||||
| 2026-05-01 | 13F | FDx Advisors, Inc. | 63,242 | 4 | ||||||
| 2026-05-11 | 13F | TD Capital Management LLC | 58,307 | 2.79 | 3,575 | -0.22 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 81,449 | 1.05 | 4,994 | -1.92 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 16,936 | 0.33 | 1,038 | -2.63 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 20,919 | 24.76 | 1,283 | 22.45 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 27,046 | 2.43 | 1,658 | -0.60 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 9,694 | 594 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 122,103 | 922.12 | 7,517 | 896.82 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 6,502 | 10.80 | 399 | 7.57 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1,299 | 82 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 14,134 | 15.62 | 867 | 12.18 | ||||
| 2026-05-15 | 13F | Pettyjohn, Wood & White, Inc | 3,485 | 1.01 | 214 | -1.84 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 207,754 | 1,808.98 | 12,739 | 1,754.29 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 164,024 | 7.04 | 10,058 | 3.89 | ||||
| 2026-04-29 | 13F | Sanchez Wealth Management Group | 364,036 | 1.78 | 22,323 | -1.22 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 8,342 | 2.29 | 512 | -0.78 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 12,286 | 192.45 | 753 | 184.15 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 128,105 | 7,855 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 121,297 | 2.06 | 7,438 | -0.95 | ||||
| 2026-04-23 | 13F | TFC Financial Management | 745,616 | 1.95 | 45,721 | -1.05 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 17,976 | 1,102 | ||||||
| 2026-04-21 | 13F | Waterway Wealth Management, LLC | 317,431 | 53.15 | 17,680 | 57.74 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 222,980 | 1.87 | 13,673 | -1.12 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 78,521 | 17.86 | 4,815 | 14.37 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 1,369 | 84 | ||||||
| 2026-04-28 | 13F | LVZ Advisors, Inc. | 1,017,280 | 1.58 | 62,380 | -1.41 | ||||
| 2026-02-10 | 13F | Sequent Asset Management, LLC | 9,943 | 33.09 | 628 | 33.62 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 5,358 | 60.56 | 329 | 56.19 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 5,185 | 9.09 | 318 | 5.67 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 187 | 0.54 | 11 | 0.00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 22,221 | 56.15 | 1,363 | 51.50 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 54,594 | 47.47 | 3,348 | 43.16 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 30,402 | 0.18 | 1,864 | -2.76 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 54,709 | 0.34 | 3,529 | 2.47 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 40,313 | 4.70 | 2,472 | 1.60 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 58,755 | 4.39 | 3,603 | 1.32 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 223,725 | 57.30 | 13,719 | 52.68 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 1,915,635 | 0.81 | 117,467 | -2.16 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1,032,474 | 41.71 | 63,311 | 37.53 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 30,068 | 1,170.30 | 1,843 | 1,136.24 | ||||
| 2026-04-28 | 13F | Cobblestone Asset Management LLC | 82,709 | 2.35 | 5,072 | -0.67 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 11,208 | 6.98 | 687 | 3.93 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 22,906 | 0.28 | 1,405 | -2.70 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 3,669 | 225 | ||||||
| 2026-05-02 | 13F | Burton Enright Welch | 80,898 | 15.17 | 4,961 | 11.79 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 51,109 | 6.32 | 3,134 | 3.16 | ||||
| 2026-05-15 | 13F | Knightsbridge Asset Management, Llc | 245,908 | 6.39 | 15,079 | 3.26 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 918,104 | 1.56 | 56,298 | -1.43 | ||||
| 2026-05-15 | 13F | Fmr Llc | 37,769 | 31.72 | 2,316 | 27.89 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 18,400 | 1,128 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 97,962 | 12.27 | 6,007 | 8.96 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 16,285 | 109.37 | 999 | 103.26 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 7,384 | 453 | ||||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 50,836 | 5.21 | 3,117 | 2.13 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 4,573 | 0.20 | 280 | -2.78 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 3,914 | 240 | ||||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 6,014 | 0.10 | 369 | -2.90 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 8,608 | 1.89 | 528 | -1.13 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 172,899 | 605.88 | 10,602 | 585.33 | ||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 227,384 | 0.29 | 13,943 | -2.66 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 123,993 | 9.45 | 7,908 | 10.49 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 69,934 | 0.02 | 4,288 | -2.92 | ||||
| 2026-05-08 | 13F | Campbell Deegan Wealth Management, LLC | 3,637 | 0.28 | 223 | -2.62 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 8,207 | 21.95 | 503 | 18.35 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 2,113 | 718.99 | 130 | 706.25 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 34,390 | 7.91 | 2,109 | 4.72 | ||||
| 2026-04-24 | 13F | Axis Wealth Partners, LLC | 3,493 | 4.93 | 214 | 1.90 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 8,992 | 2.21 | 551 | -0.72 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 1,267,774 | 49.32 | 77,740 | 41.65 | ||||
| 2026-05-14 | 13F | Mill Creek Capital Advisors, LLC | 3,505 | 2.34 | 215 | -0.93 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 23,566 | 6.85 | 1,445 | 3.73 | ||||
| 2026-05-04 | 13F | Illumine Investment Management, LLC | 20,480 | 1.21 | 1,256 | -1.80 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 7,067 | 5.46 | 433 | 2.36 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 2 | 0 | ||||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 4,589 | 1.15 | 281 | -1.75 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 3,905 | 2,486.09 | 239 | 2,555.56 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 16,254 | 6.10 | 997 | 3.00 | ||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 3,963 | 243 | ||||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 10,344 | 634 | ||||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 154,992 | 2.57 | 9,504 | -0.45 | ||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 364,507 | 2.57 | 22,352 | -0.45 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 319 | 0.31 | 20 | -5.00 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 101,226 | 11.34 | 6,207 | 8.08 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 39,890 | 2,446 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 149,776 | 1,442.65 | 9 | |||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 97,125 | 6.11 | 5,956 | 2.97 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 208,127 | 21.41 | 12,762 | 17.84 | ||||
| 2026-05-07 | 13F | Jefferson Bridge Capital, LLC | 13,218 | 6.13 | 811 | 3.05 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 41,412 | 3 | ||||||
| 2026-04-24 | 13F | Ledyard National Bank | 174,140 | 2.17 | 10,678 | -0.84 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 953,690 | 8.82 | 58,480 | 5.62 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 438,390 | 0.55 | 26,882 | -2.41 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 16,202 | 2.92 | 993 | -0.10 | ||||
| 2026-04-20 | 13F | Strategent Financial, LLC | 379,444 | 3.22 | 23,268 | 0.18 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 16 | -96.86 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 11,324 | 13.22 | 694 | 9.64 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 34,359 | 25.32 | 2,107 | 21.59 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 90,777 | 286.37 | 5,566 | 275.07 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 169,793 | 1.73 | 10,412 | 2.07 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 343,535 | 17.65 | 20,626 | 11.80 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 205,208 | 1.68 | 13 | 0.00 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 305,486 | 8.14 | 18,732 | 4.96 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 45,223 | 2,773 | ||||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 86,854 | 1.56 | 5,326 | -1.44 | ||||
| 2026-04-15 | 13F | Weil Company, Inc. | 189,911 | 27.11 | 11,645 | 23.37 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 12,437 | 0.26 | 763 | -2.68 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1 | 0 | ||||||
| 2026-04-30 | 13F | Fulcrum Capital LLC | 76,366 | 1.99 | 4,683 | -1.01 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 21,197 | 5.87 | 1,300 | 2.77 | ||||
| 2026-04-14 | 13F | Valicenti Advisory Services Inc | 288,971 | 27.19 | 18 | 21.43 | ||||
| 2026-05-07 | 13F | Flavin Financial Services, Inc. | 16,653 | 3.00 | 1,021 | 0.00 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 439,064 | 5.99 | 26,923 | 2.87 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 285,193 | 4,084.78 | 17,487 | 3,966.74 | ||||
| 2026-04-22 | 13F | Financial Futures Ltd Liability Co. | 74,787 | 10.81 | 4,586 | 7.55 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 5,551 | 60.90 | 340 | 56.68 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 496 | 30 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 3,866 | 13.04 | 237 | 9.72 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 91,678 | 6,007 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 19,133 | 80.57 | 1,173 | 75.34 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 45,803 | 0.65 | 2,809 | -2.30 | ||||
| 2026-02-17 | 13F | Running Point Capital Advisors, LLC | 141,003 | 15.87 | 8,909 | 16.37 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 5,390 | 5.73 | 327 | 1.55 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 1,283 | 115.99 | 79 | 110.81 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 123,343 | 1.24 | 7,563 | -1.74 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 6,189 | 4.83 | 380 | 1.61 | ||||
| 2026-05-08 | 13F | Reicon Wealth Advisors, Llc | 3,024 | 37.58 | 185 | 34.06 | ||||
| 2026-02-06 | 13F | New Millennium Group LLC | 70 | 4 | ||||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 21,023 | 6.31 | 1,289 | 3.20 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 205 | 13 | ||||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 641 | 200 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1,637,249 | 4.88 | 100,396 | 1.79 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 37,070 | 5.24 | 2,273 | 2.16 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 11,416,986 | 11.31 | 700,090 | 8.03 | ||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 112,144 | 6,877 | ||||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 16,405 | 1,006 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 839 | 51 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 227,289 | 2.04 | 14 | -7.14 | ||||
| 2026-05-15 | 13F | Palisade Capital Management Llc/nj | 60,316 | 3,699 | ||||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 360,859 | 1.91 | 22,128 | -1.10 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 110,668 | 0.73 | 6,786 | -2.23 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 237,872 | 1.46 | 14,643 | -1.14 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 17,538 | 3.03 | 1,075 | 0.00 | ||||
| 2026-05-07 | 13F | Alpha Zero LLC | 178,603 | 5.67 | 10,952 | 2.56 | ||||
| 2026-05-11 | 13F | Beto Financial Group, Llc | 40,879 | 216.72 | 2,757 | 231.77 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 101,634 | 22.97 | 6,232 | 19.36 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 25,152 | 80.83 | 1,542 | 75.63 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 469,267 | 22,537.10 | 28,775 | 22,034.62 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 762 | 47 | ||||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 479,264 | 9.68 | 31,852 | 15.37 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 5,626 | 345 | ||||||
| 2026-05-13 | 13F | Lavaca Capital Llc | 2,409 | 24.24 | 148 | 20.49 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 4,139 | 3.73 | 254 | 0.40 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 15,703 | 21.37 | 963 | 17.75 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 384,169 | 1.19 | 23,558 | -1.78 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 45,007 | 5.90 | 2,760 | 2.76 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 10,726 | 0.57 | 658 | -2.38 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 35,115 | 10.44 | 2,219 | 10.90 | ||||
| 2026-04-16 | 13F | Warren Street Wealth Advisors, LLC | 679,158 | 3.88 | 41,646 | 0.82 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 52,182 | 1.23 | 3,200 | -1.75 | ||||
| 2026-05-15 | 13F | Peterson Wealth Management | 197 | 12 |
