Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF incluem Heartland Bank & Trust Co, Ubs Asset Management Americas Inc, Premier Private Wealth Management LLC, Independent Wealth Network Inc., Endeavor Private Wealth, Inc., Romano Brothers And Company, PlanVest Financial, Inc, TCFG Investment Advisors, LLC, CMC Financial Group, Park National Corp /oh/, Ritter Daniher Financial Advisory LLC / DE, Laurel Oak Wealth Management, Llc, Plotkin Financial Advisors, LLC, TradeWell Securities, LLC., Leo Wealth, LLC, Sapient Capital Llc, Founders Financial Securities Llc, Grantvest Financial Group LLC, Alessandra Capital Management, LLC, e TRB Wealth Management, LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | Hartland & Co., LLC | 37 | 2.78 | 2 | 0.00 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 322 | 103.80 | 16 | 128.57 | ||||
| 2026-04-07 | 13F | Plus Group Wealth Advisors LLC | 43,778 | 1.53 | 2,181 | 1.16 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1,311 | 77.88 | 65 | 80.56 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1,222,253 | 16.78 | 60,880 | 16.36 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 16,976 | 0.88 | 846 | 0.48 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 53,546 | 10.33 | 2,667 | 9.93 | ||||
| 2026-05-14 | 13F | Integrity Wealth Advisors, Inc. | 11,850 | 83.01 | 590 | 82.10 | ||||
| 2026-04-10 | 13F | Novem Group | 5,083 | 253 | ||||||
| 2026-05-04 | 13F | Retirement Income Solutions, Inc | 6,632 | 0.74 | 330 | 0.30 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 4,524 | 225 | ||||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 206,776 | 48.75 | 10,300 | 48.21 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 172,500 | 2.93 | 8,592 | 2.57 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 5,757 | 0.66 | 287 | 0.35 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 26,364 | 1.87 | 1,313 | 1.55 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 6,705 | 0.15 | 334 | -0.30 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 62,542 | 0.36 | 3,115 | 0.00 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 95,029 | 3.52 | 4,733 | 3.14 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 550 | 27 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 30,120 | 4.55 | 1,500 | 4.17 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 116,735 | 57.97 | 5,835 | 57.96 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 184,855 | 57.18 | 9,211 | 56.68 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 97,976 | 949.44 | 4,880 | 947.21 | ||||
| 2026-04-14 | 13F | Southland Equity Partners LLC | 11,376 | 567 | ||||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 139,471 | 8.57 | 6,947 | 8.19 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 584,447 | 7.24 | 29,111 | 6.86 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 38,759 | 80.00 | 1,931 | 79.37 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 72,629 | 612.54 | 3,618 | 610.61 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 160 | 1.27 | 8 | 0.00 | ||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 28,495 | 14.60 | 1,419 | 14.16 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 127 | 78.87 | 6 | 100.00 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 3,950 | 11.24 | 197 | 10.73 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 258,680 | 6.98 | 12,885 | 6.59 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 7,280 | 26.85 | 363 | 26.57 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 5,838 | 1.51 | 291 | 1.05 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 20,043 | 36.43 | 998 | 35.97 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 7,378 | 367 | ||||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 2,201 | 110 | ||||||
| 2026-05-11 | 13F | Grantvest Financial Group LLC | 5,551 | 276 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 88,281 | 4,397 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 536,683 | 23.50 | 26,743 | 23.04 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 45,879 | 2,285 | ||||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 1,102 | 55 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 318,440 | 1.40 | 15,861 | 1.04 | ||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 4,723 | 0.85 | 235 | 0.43 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 22,206 | 27.65 | 1,106 | 27.27 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 140,247 | 3.02 | 6,986 | 2.65 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 48,982 | 46.91 | 2 | 100.00 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 68,011 | 1.04 | 3,388 | 0.68 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 540 | 27 | ||||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 15,100 | 1.74 | 752 | 1.48 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 657,287 | 7.69 | 32,739 | 7.30 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 35,408 | 3.74 | 1,764 | 3.34 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 13,596 | 402.44 | 677 | 401.48 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 45,500 | 49.39 | 2,266 | 48.88 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 20,107 | 1,002 | ||||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 252,406 | 12.97 | 12,572 | 12.56 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 124,666 | 6,210 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 182,012 | 5.11 | 9 | 12.50 | ||||
| 2026-05-13 | 13F | Carter Financial, LLC | 238,837 | 14.94 | 11,896 | 14.53 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 4,106,569 | 0.98 | 204,548 | 0.62 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 316,302 | 7.60 | 15,755 | 7.22 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 120,237 | 136.48 | 5,989 | 135.66 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 6,688 | 14.05 | 333 | 13.65 | ||||
| 2026-05-13 | 13F | Pacific Excel Wealth Advisors, Inc. | 31,163 | 44.02 | 1,552 | 43.57 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 1,123 | 0 | ||||||
| 2026-05-11 | 13F | Condor Capital Management | 62,696 | 19.98 | 3,123 | 19.53 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 45,787 | 2.87 | 2,281 | 2.47 | ||||
| 2026-05-08 | 13F | CMC Financial Group | 12,706 | 633 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 5,782,914 | 4.72 | 288,047 | 4.35 | ||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 45,458 | 25.39 | 2,264 | 24.94 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 93,770 | 4.03 | 4,671 | 3.66 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 740,868 | 33.36 | 37 | 33.33 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 15,077 | 76.01 | 751 | 75.23 | ||||
| 2026-04-21 | 13F | Hidden Cove Wealth Management, LLC | 63,435 | 422.49 | 3,160 | 421.29 | ||||
| 2026-05-15 | 13F | Wealth Watch Advisors, INC | 18,139 | 5.71 | 904 | 5.37 | ||||
| 2026-05-15 | 13F | Fmr Llc | 212 | 11 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 16,387 | 9.52 | 816 | 9.24 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 47,284 | 0.04 | 2,364 | 0.42 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 7,682 | 383 | ||||||
| 2026-04-22 | 13F | Retirement Guys Formula Llc | 5,481 | 4.44 | 273 | 4.20 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 121 | 6 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 6,219 | 42.60 | 311 | 42.86 | ||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 250,985 | 90.44 | 12,502 | 89.75 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 3,375 | 1.99 | 169 | 2.44 | ||||
| 2026-04-08 | 13F | Grove Bank & Trust | 208,437 | 5.96 | 10,382 | 5.58 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 702 | 35 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 882,346 | 7.73 | 43,950 | 7.35 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 122,572 | 17.83 | 6,110 | 16.89 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 18,665 | 11.57 | 930 | 11.12 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 45,819 | 32.64 | 2,282 | 32.21 | ||||
| 2026-05-14 | 13F | Betterment LLC | 4,240 | 3.34 | 0 | |||||
| 2026-04-17 | 13F | Certified Advisory Corp | 6,452 | 3.20 | 321 | 2.88 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 51,895 | 37.55 | 2,585 | 37.01 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 36,988 | 18.91 | 1,842 | 18.46 | ||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 4,280 | 213 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 60,430 | 9.30 | 3,010 | 8.94 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2,001,550 | 11.86 | 99,697 | 11.46 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 19,370 | 19.82 | 965 | 19.31 | ||||
| 2026-04-30 | 13F | Alessandra Capital Management, LLC | 4,900 | 244 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 3,242,866 | 12.99 | 161,527 | 12.58 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 16,370 | 0.37 | 815 | 0.00 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 48,405 | 357.60 | 2,411 | 356.63 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 5,516 | 22.99 | 275 | 22.77 | ||||
| 2026-05-11 | 13F | Fairway Financial, LLC | 142,132 | 1.87 | 7,080 | 1.51 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 120,305 | 8.34 | 5,992 | 7.94 | ||||
| 2026-05-15 | 13F | Valley Financial Group, Inc. | 12,817 | 5.43 | 638 | 5.11 | ||||
| 2026-04-21 | 13F | Aaron Wealth Advisors LLC | 610,228 | 33.14 | 30,395 | 32.66 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 194 | 10 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 138,702 | 216.66 | 6,909 | 215.58 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 178,790 | 7.46 | 8,906 | 7.07 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 315,355 | 5.62 | 15,708 | 5.24 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 435,659 | 0.15 | 21,700 | -0.21 | ||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 63,570 | 3,166 | ||||||
| 2026-05-15 | 13F | IMG Wealth Management, Inc. | 32,586 | 58,089.29 | 1,623 | 81,050.00 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 5,995 | 300 | ||||||
| 2026-04-21 | 13F | Chiron Capital Management, Llc | 6,993 | 5.27 | 348 | 5.45 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 20,581 | 211.46 | 1 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 142,060 | 46.55 | 7,076 | 46.05 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 71,458 | 5.02 | 3,559 | 4.65 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 143 | 7 | ||||||
| 2026-04-08 | 13F | Wisconsin Wealth Advisors, LLC | 35,258 | 7.61 | 1,756 | 7.27 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 9,053 | 57.50 | 451 | 56.79 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 74,544 | 7.38 | 3,713 | 7.00 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 23,016 | 1,146 | ||||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 7,068 | 9.39 | 352 | 9.32 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 23,548 | 22.02 | 1,173 | 21.58 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 224,890 | 2.30 | 11,202 | 1.93 | ||||
| 2026-04-27 | 13F | Northeast Planning Associates, Inc. / Nh / | 68,646 | 2.10 | 3,419 | 1.73 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 4,951 | 0.14 | 247 | -0.40 | ||||
| 2026-04-14 | 13F | Searcy Financial Services Inc /adv | 437,090 | 3.53 | 21,771 | 3.16 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 43,438 | 2,164 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 730,620 | 38.14 | 36,392 | 37.65 | ||||
| 2026-04-15 | 13F | Mainsail Financial Group, LLC | 154,233 | 6.30 | 7,682 | 5.91 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 11,939 | 595 | ||||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 1,023 | 0.99 | 51 | 0.00 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 405,775 | 7.80 | 20,212 | 7.41 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 23,070 | 15.21 | 1,149 | 14.90 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 14,918 | 2.56 | 743 | 2.20 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 15,352,826 | 8.50 | 764,724 | 8.11 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 37,545 | 27.82 | 1,870 | 186,900.00 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 51,512 | 4.24 | 2,566 | 3.85 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 483,115 | 23.90 | 24,064 | 126,547.37 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 18,476 | 19.72 | 920 | 19.33 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 58,227 | 22.79 | 2,900 | 22.36 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 36,601 | 31.28 | 1,823 | 30.87 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 15,389 | 3.43 | 767 | 3.10 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 255,771 | 5,028.75 | 12,740 | 5,016.06 | ||||
| 2026-05-15 | 13F | London & Capital Asset Management Ltd | 379,432 | 4.58 | 18,896 | 4.22 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 50,290 | 5.06 | 2,514 | 5.46 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 203,666 | 2.97 | 10,145 | 2.60 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 278,055 | 10.07 | 13,850 | 9.67 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 6,679 | 333 | ||||||
| 2026-04-30 | 13F | Arbor Capital Management Inc /adv | 9,868 | 0.01 | 494 | 0.00 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 119,024 | 0.19 | 5,929 | -0.17 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 234,889 | 39.42 | 11,700 | 38.91 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 85,015 | 8.65 | 4,235 | 8.26 | ||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 9,200 | 458 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 11,533 | 4.79 | 574 | 4.36 | ||||
| 2026-04-24 | 13F | ProCore Advisors, LLC | 37,719 | 72.16 | 1,879 | 71.51 | ||||
| 2026-05-14 | 13F | Harvest Investment Services, LLC | 895,651 | 20.97 | 44,612 | 20.54 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 6,943 | 3.12 | 346 | 2.68 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 1,127,689 | 6.90 | 56,170 | 6.51 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 10,185 | 507 | ||||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 11,607 | 4.63 | 578 | 4.33 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 227,836 | 11.28 | 11,349 | 10.89 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 447,057 | 39.01 | 22,268 | 38.51 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 36,944 | 0.16 | 1,840 | -0.16 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 177,725 | 28.69 | 8,852 | 28.23 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 22,852 | 1,138 | ||||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 10,454 | 23.25 | 521 | 22.93 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 10,079 | 56.87 | 502 | 56.39 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 0 | 0 | ||||||
| 2026-04-21 | 13F | Paradigm Financial Partners, Llc | 18,037 | 898 | ||||||
| 2026-04-15 | 13F | Braun-Bostich & Associates Inc. | 76,862 | 3.67 | 3,828 | 3.29 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 42,149 | 6.31 | 2,099 | 5.96 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 10,390 | 34.88 | 518 | 34.29 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 189,086 | 24.74 | 9,418 | 24.30 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 18,004 | 8.15 | 897 | 7.69 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 374,703 | 246.46 | 18,664 | 245.23 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 4,478 | 0.79 | 223 | 0.45 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 6,464 | 5.31 | 322 | 4.90 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 7,914 | 1.42 | 394 | 1.03 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 22,053 | 1,098 | ||||||
| 2026-04-27 | 13F | Insight Inv LLC | 52,133 | 10.38 | 2,597 | 9.95 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 169,216 | 10.75 | 8,429 | 10.36 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 39,251 | 30.40 | 1,956 | 29.99 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 65,706 | 3,273 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 4,100 | 9.33 | 204 | 9.09 | ||||
| 2026-05-14 | 13F | Rubicon Advisors, GP | 14,465 | 1.20 | 721 | 0.84 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 12,336,806 | 7.17 | 614,496 | 6.79 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 9,209 | 96.35 | 459 | 95.73 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 113,616 | 5,659 | ||||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 13,971 | 45.53 | 696 | 45.09 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 5,702 | 53.24 | 283 | 52.15 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 27,586 | 2.69 | 1,374 | 2.38 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 184,095 | 18.04 | 9,170 | 18.08 | ||||
| 2026-05-13 | 13F | Capital CS Group, LLC | 10,253 | 0.29 | 511 | -0.20 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3,000 | 5.52 | 149 | 4.93 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 4,595 | 229 | ||||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 68,256 | 1.62 | 3,400 | 1.25 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 909,130 | 6.63 | 45,284 | 6.24 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 833,477 | 1.50 | 41,515 | 1.14 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 234,206 | 18.23 | 11,666 | 17.79 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 2,551,727 | 7.21 | 127,102 | 6.83 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 38,556 | 6.66 | 1,920 | 6.25 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 4,721 | 235 | ||||||
| 2026-04-21 | 13F | J.M. Arbour, LLC | 6,687 | 1.67 | 333 | 1.52 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 193,738 | 1.29 | 9,650 | 0.96 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 15,027 | 887.97 | 748 | 884.21 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 152,991 | 83.22 | 7,621 | 82.56 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 11,884 | 1.89 | 592 | 1.37 | ||||
| 2026-05-04 | 13F | Moment Partners, LLC | 4,147 | 207 | ||||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 481 | 24 | ||||||
| 2026-05-05 | 13F | Helium Advisors LLC | 20,861 | 1.02 | 1,039 | 0.68 | ||||
| 2026-04-22 | 13F | Romano Brothers And Company | 32,450 | 1,616 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 47,689 | 0.67 | 2,375 | 0.30 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 1,207,824 | 46.42 | 60,379 | 47.01 | ||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 53,103 | 2,645 | ||||||
| 2026-05-13 | 13F | GKV Capital Management Co., Inc. | 32 | 2 | ||||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 354,019 | 86.76 | 17,634 | 86.10 | ||||
| 2026-04-13 | 13F | TradeWell Securities, LLC. | 8,356 | 416 | ||||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 434,819 | 3.30 | 21,658 | 2.93 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 10,611 | 6.30 | 529 | 6.02 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 9,411 | 469 | ||||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 7,243 | 14,386.00 | 361 | -0.55 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 14,120 | 7.18 | 704 | 6.84 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 294,031 | 7,161.82 | 14,646 | 7,150.00 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 142,243 | 2.30 | 7,085 | 1.94 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 4,739 | 0.38 | 236 | 0.00 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 140,622 | 15.87 | 7,004 | 15.46 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 1,520,880 | 15.09 | 75,755 | 14.68 | ||||
| 2026-05-13 | 13F | Abbot Financial Management, Inc. | 54,031 | 3.82 | 2,691 | 3.46 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 279,354 | 3.20 | 13,965 | 3.61 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 13,576 | 14.99 | 676 | 14.58 | ||||
| 2026-05-12 | 13F | Creative Planning | 13,570 | 45.18 | 676 | 44.54 | ||||
| 2026-04-27 | 13F | Dominguez Wealth Management Solutions, Inc. | 65,855 | 1.64 | 3,280 | 1.27 | ||||
| 2026-05-05 | 13F | UBS Group AG | 4,736,195 | 2.70 | 235,910 | 2.33 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 16,347 | 2.79 | 817 | 3.29 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 5,311 | 3.31 | 265 | 3.13 | ||||
| 2026-04-13 | 13F | TL Private Wealth | 337,106 | 1.29 | 16,852 | 0.91 | ||||
| 2026-04-23 | 13F | Ferguson Shapiro LLC | 90,590 | 6.08 | 4,512 | 5.72 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 5,920 | 6.00 | 295 | 5.38 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 186,130 | 6.69 | 9,271 | 6.31 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 43 | 230.77 | 2 | |||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 30,385 | 24.02 | 1,513 | 23.61 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 39,293 | 2.97 | 1,957 | 2.62 | ||||
| 2026-04-23 | 13F | Prism Advisors, Inc. | 311,459 | 1.99 | 15,514 | 1.62 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 558,041 | 13.71 | 27,796 | 13.30 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 196,111 | 9,768 | ||||||
| 2026-04-24 | 13F | True Blue Financial, LLC | 30,141 | 1.20 | 1,501 | 0.87 | ||||
| 2026-04-22 | 13F | Barnes Dennig Private Wealth Management LLC | 12,217 | 256.08 | 609 | 255.56 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 121,692 | 16.41 | 6,083 | 16.87 | ||||
| 2026-04-10 | 13F | Ballew Advisors, Inc | 12,266 | 4.25 | 613 | 3.90 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 692,483 | 2.91 | 34,500 | 2.53 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 38 | 2 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 33,683 | 3.36 | 1,678 | 2.95 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 81,307 | 6.49 | 4,050 | 6.11 | ||||
| 2026-05-01 | 13F | Smart Portfolios, LLC | 11,428 | 3.25 | 569 | 2.89 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 190,090 | 8.75 | 9,468 | 8.35 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 19 | 1 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 62 | 3 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 643,464 | 68.24 | 31,884 | 66.76 | ||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 263,945 | 5.52 | 13,036 | 4.35 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1,176,318 | 14.87 | 58,804 | 117,508.00 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 5,346 | 12.90 | 266 | 12.71 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 314,942 | 2.46 | 15,687 | 2.10 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1,870,625 | 28.64 | 93,176 | 28.18 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 1,090 | 54 | ||||||
| 2026-04-15 | 13F | City Holding Co | 55,435 | 1.18 | 2,761 | 0.84 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 32,335 | 29.87 | 1,611 | 29.42 |
