Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em PIMCO Dynamic Income Fund incluem RWM Asset Management, LLC, Sentinel Advisory Group, LLC, Wealth Care LLC, Navis Wealth Advisors, LLC, White Knight Strategic Wealth Advisors, LLC, Keystone Wealth Services, LLC, Sfmg, Llc, Foundations Investment Advisors, LLC, Abel Hall, LLC, SMART Wealth LLC, Kagan Cocozza Asset Management, Silverleafe Capital Partners, LLC, Attessa Capital LLC, Fiscal Wisdom Wealth Management, LLC, Perennial Investment Advisors, LLC, Leo Wealth, LLC, Golden State Equity Partners, GHP Investment Advisors, Inc., SageView Advisory Group, LLC, e First Horizon Corp .
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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 2,009 | 7.15 | 34 | 3.03 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 53,016 | 5.46 | 907 | 1.91 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 27,038 | 3.74 | 463 | 0.22 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 17,398 | 21.67 | 298 | 17.39 | ||||
| 2026-04-22 | 13F | Quarry Hill Advisors, Llc | 193,252 | 5.28 | 3,361 | 3.38 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 11,799 | 15.99 | 202 | 11.67 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 3,111 | 1.20 | 52 | -7.27 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 67 | 3.08 | 1 | 0.00 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 14,533 | 10.26 | 249 | 6.44 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 278,438 | 9.43 | 4,764 | 5.73 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 22,865 | 0.90 | 391 | -2.49 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 7,551 | 1.63 | 131 | -2.24 | ||||
| 2026-05-01 | 13F | Bensler, LLC | 525,873 | 4.73 | 8,998 | 1.18 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 27,237 | 33.44 | 475 | 28.38 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 10,000 | 171 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 380,364 | 2,177.63 | 6,508 | 2,106.10 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 33,588 | 101.97 | 575 | 95.24 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 42,969 | 139.27 | 735 | 131.13 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 21,794 | 373 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1,537,452 | 10.51 | 26,306 | 6.77 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 25,292 | 14.92 | 440 | 13.11 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 68,039 | 2.47 | 1,179 | -0.92 | ||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 51,479 | 1.43 | 881 | -2.00 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 28,694 | 491 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 483,924 | 17.21 | 8 | 14.29 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 156,237 | 110.12 | 2,673 | 103.12 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 449,355 | 17.50 | 7,688 | 13.53 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 30,705 | 2.16 | 525 | -1.32 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 72,224 | 0.38 | 1,236 | -3.06 | ||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 19,976 | 3.36 | 342 | -0.29 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 18,937 | 34.52 | 324 | 30.12 | ||||
| 2026-05-13 | 13F | Mach-1 Financial Group, Inc. | 48,594 | 1.46 | 831 | -2.00 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1,846 | 30 | ||||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 1,426,864 | 21.08 | 24 | 20.00 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 22,013 | 377 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 437,892 | 6.28 | 7,492 | 2.69 | ||||
| 2026-04-21 | 13F | Lewis Asset Management, LLC | 48,793 | 7.69 | 835 | 3.99 | ||||
| 2026-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 56,959 | 975 | ||||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 25,631 | 24.33 | 439 | 20.00 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 29,889 | 0.01 | 511 | -3.40 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 46,984 | 3.42 | 810 | 0.75 | ||||
| 2026-04-20 | 13F | LifeWealth Investments, LLC | 369,241 | 10.17 | 6,318 | 6.44 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 60,233 | 1,031 | ||||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 20,624 | 1.88 | 353 | -1.68 | ||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 3,038 | 53 | ||||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 20,056 | 343 | ||||||
| 2026-05-04 | 13F | First Growth Capital LLC | 37,336 | 1.53 | 650 | -6.74 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1,579,652 | 10.02 | 27,028 | 6.25 | ||||
| 2026-04-07 | 13F | Attessa Capital LLC | 10,782 | 184 | ||||||
| 2026-05-14 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 47,043 | 118.30 | 805 | 111.02 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 398,817 | 330.15 | 6,824 | 315.53 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 619,822 | 31.34 | 10,605 | 26.90 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 19,541 | 1.53 | 334 | -1.76 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 249,215 | 206.53 | 4,264 | 196.32 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 338,360 | 102.89 | 5,789 | 96.04 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 78,341 | 22.00 | 1,340 | 17.85 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 112,196 | 1,920 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 4,531 | 78 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 18,300 | 1.09 | 313 | -2.19 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 370,346 | 0.99 | 6,337 | -2.43 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 21,647 | 7.27 | 383 | -4.01 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 12,279 | 0.15 | 213 | -3.20 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 28,493 | 15.40 | 488 | 11.44 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 316,097 | 9.84 | 5,408 | 6.12 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 11,405 | 195 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 38,629 | 661 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 49,010 | 10.33 | 847 | -4.08 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 1,379 | 3.84 | 24 | 0.00 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 10,710 | 186 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 1,302,825 | 7.12 | 22,661 | 5.20 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 16,436 | 38.86 | 281 | 34.45 | ||||
| 2026-05-04 | 13F | Syverson Strege & Co | 13,881 | 3.30 | 238 | 0.00 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 175 | 3 | ||||||
| 2026-05-05 | 13F | Duncan Williams Asset Management, LLC | 58,140 | 3.59 | 995 | -3.96 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 92 | 0 | ||||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 351 | 6 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1,305,185 | 1.98 | 23,115 | 92,356.00 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 3,002 | 3.91 | 51 | 0.00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 362,230 | 3.44 | 6,277 | 1.21 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 1,998 | 34 | ||||||
| 2026-04-23 | 13F | SMART Wealth LLC | 12,546 | 215 | ||||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 24,781 | 31.72 | 439 | 17.74 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 222 | 4 | ||||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 145,093 | 10.19 | 2,483 | 6.48 | ||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 94 | 2 | ||||||
| 2026-05-11 | 13F | WFA of San Diego, LLC | 3,951 | 1.28 | 68 | -2.90 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 232,987 | 4.41 | 3,986 | 0.89 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 29,337 | 159.11 | 502 | 150.50 | ||||
| 2026-04-08 | 13F | Significant Wealth Partners LLC | 60,462 | 1,035 | ||||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 44,409 | 3.11 | 760 | -0.39 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 4,168 | 74 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 12,278 | 0.14 | 210 | -3.23 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 151,916 | 7.79 | 2,599 | 4.13 | ||||
| 2026-04-22 | 13F | Morris Retirement Advisors, LLC | 94,816 | 3.21 | 1,622 | -0.25 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 12,940 | 16.60 | 221 | 12.76 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 12,410 | 220 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 288,106 | 2.53 | 4,929 | -0.94 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 7,006 | 45.26 | 120 | 40.00 | ||||
| 2026-05-11 | 13F | R.P. Boggs & Co. | 185,297 | 5.82 | 3,226 | 4.03 | ||||
| 2026-05-01 | 13F | Arlington Capital Management, Inc. | 40,098 | 10.20 | 686 | 6.52 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 52,814 | 10.61 | 904 | 6.86 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 17,156 | 294 | ||||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 15,950 | 273 | ||||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 62,588 | 5.07 | 1,071 | 1.52 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 1,054 | 18 | ||||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 129,940 | 5.12 | 2,223 | 1.55 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1,454,883 | 6.32 | 24,893 | 2.72 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 15,590 | 1.96 | 267 | -1.48 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 78,118 | 9.51 | 1,337 | 5.78 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 5,288,936 | 8.51 | 90,494 | 4.84 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 33,804 | 161.56 | 578 | 153.51 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 122,310 | 72.74 | 2,106 | 68.00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 362,621 | 314.32 | 6,313 | 307.29 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 370,610 | 6,341 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 248,816 | 21.20 | 4,257 | 17.11 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 20,000 | 342 | ||||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 72,883 | 48.94 | 1,247 | 44.00 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 28,373 | 5.26 | 485 | 1.68 | ||||
| 2026-05-01 | 13F | Mission Hills Financial Advisory, LLC | 724,194 | 6.11 | 12,391 | 2.52 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1,645,921 | 3.39 | 28,162 | -0.11 | ||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 37,053 | 2.75 | 641 | 0.31 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 731,544 | 0.25 | 12,517 | -3.15 | ||||
| 2026-04-23 | 13F | Kagan Cocozza Asset Management | 12,376 | 212 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 92,254 | 8.33 | 1,578 | 4.64 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 603 | -21.61 | ||||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 69,912 | 2.32 | 1,196 | -1.16 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 40,657 | 2.73 | 696 | -0.71 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 2,000 | 0 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 29,591 | 18.51 | 506 | 14.48 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 72,052 | 43.62 | 1,257 | 38.59 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 450,684 | 7,711 | ||||||
| 2026-05-08 | 13F | Cura Wealth Advisors, Llc | 31,284 | 1.51 | 535 | -1.83 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 51,336 | 15.34 | 878 | 11.42 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 10,486 | 179 | ||||||
| 2026-04-16 | 13F | CWC Advisors, LLC. | 14,523 | 34.00 | 248 | 29.84 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 40 | 1 | ||||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 53,300 | 16.31 | 912 | 12.33 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 10,373 | 46.16 | 177 | 41.60 | ||||
| 2026-05-07 | 13F | Allium Financial Advisors, Llc | 329,889 | 14.51 | 5,644 | 10.64 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 182,465 | 15.34 | 3,231 | 15.32 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 32,552 | 90.80 | 557 | 84.11 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 34,770 | 52.94 | 595 | 47.76 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 73,186 | 3.70 | 1,252 | 0.24 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 23,877 | 1.51 | 409 | -1.92 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 85 | 1 | ||||||
| 2026-04-30 | 13F | Accredited Investors Inc. | 44,580 | 115.16 | 763 | 108.20 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 458,802 | 6.30 | 7,951 | 2.74 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 996 | 3.64 | 17 | 0.00 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 6,459 | 342.70 | 111 | 340.00 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 32,907 | 3.80 | 563 | 0.36 | ||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 163 | 3 | ||||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 23,007 | 2.38 | 394 | -1.01 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 16,078 | 0.54 | 275 | -2.83 | ||||
| 2026-05-12 | 13F | Thomas J. Herzfeld Advisors, Inc. | 154,860 | 1.31 | 2,650 | -2.14 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 3,360 | 57 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 31,839 | 65.56 | 531 | 56.18 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 279 | 5 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 13,335 | 228 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 12,903,512 | 1.60 | 220,779 | -1.85 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 10,236 | 175 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 95,568 | 40.24 | 1,635 | 35.57 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 5,639 | 3.70 | 96 | 0.00 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 102,855 | 3.12 | 1,782 | -0.34 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 44,144 | 11.30 | 755 | 7.55 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 20,408 | 11.28 | 339 | 4.32 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 6,996 | 120 | ||||||
| 2026-05-14 | 13F | Morse Asset Management, Inc | 200,912 | 3.26 | 3,438 | -0.23 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 25,410 | 7.78 | 435 | 4.08 | ||||
| 2026-05-05 | 13F | Rayburn West Financial Services LLC | 54,823 | 10.04 | 938 | 6.35 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 107,635 | 18.63 | 1,842 | 14.63 | ||||
| 2026-04-08 | 13F | Parisi Gray Wealth Management | 74,971 | 3.47 | 1,283 | -0.08 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 9 | -10.00 | ||||||
| 2026-05-01 | 13F | Concord Wealth Partners | 11,362 | 3.90 | 194 | 0.52 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 44,712 | 3.88 | 765 | 0.39 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 53,142 | 0.57 | 909 | -2.78 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 40,029 | 5.38 | 685 | 1.79 | ||||
| 2026-05-06 | 13F | Kingstone Capital Partners Texas, LLC | 21,818 | 373 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 42,470 | 161.19 | 727 | 152.96 | ||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 1,308,910 | 1.22 | 22,395 | -2.21 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 224,563 | 22.31 | 3,842 | 18.18 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 24,860 | 425 | ||||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 45,337 | 1.33 | 791 | -2.35 | ||||
| 2026-04-02 | 13F | Silverleafe Capital Partners, LLC | 12,320 | 211 | ||||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 342,272 | 5,856 | ||||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 22,369 | 10.79 | 383 | 7.00 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3,038,182 | 3.50 | 51,983 | -0.01 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 20,000 | 342 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 12,793 | 23.39 | 219 | 19.13 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 169,103 | 10.41 | 2,893 | 6.67 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1,708,064 | 6.93 | 29,225 | 3.30 | ||||
| 2026-05-28 | 13F | Lavelle Capital Lp | 20,967 | 2.45 | 359 | -1.10 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 33,712 | 43.62 | 577 | 38.80 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 37,580 | 1.93 | 643 | -1.53 | ||||
| 2026-04-22 | 13F | TPG Advisors LLC | 17,251 | 51.52 | 295 | 46.77 | ||||
| 2026-05-13 | 13F | Capital CS Group, LLC | 26,267 | 11.38 | 449 | 7.67 | ||||
| 2026-05-13 | 13F/A | MWA Asset Management | 18,225 | 0.28 | 312 | -3.12 | ||||
| 2026-05-14 | 13F | Smith Asset Management Co., LLC | 162,492 | 9.36 | 2,780 | 5.66 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 362 | 6 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 29,927 | 42.69 | 512 | |||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 11,769 | 8.67 | 201 | 5.24 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 725 | 12 | ||||||
| 2026-05-15 | 13F | Nomura Holdings Inc | 19,516 | 7.88 | 334 | 4.06 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 61,420 | 3.35 | 1,051 | -0.19 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 21,724 | 30.67 | 372 | 26.19 | ||||
| 2026-05-12 | 13F | Americana Partners, LLC | 71,975 | 1.84 | 1,231 | -1.60 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 11,611 | 282.70 | 199 | 273.58 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 11,282 | 3.70 | 193 | 0.52 | ||||
| 2026-04-13 | 13F | Elm3 Financial Group, LLC | 128,837 | 6.52 | 2,204 | 2.94 | ||||
| 2026-05-01 | 13F | Avion Wealth | 288 | 3.97 | 0 | |||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 104,120 | 1,781 | ||||||
| 2026-04-24 | 13F | Wealth Care LLC | 225,870 | 3,865 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 1,525,235 | 5.05 | 26,097 | 1.49 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 38,241 | 26.18 | 654 | 22.01 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 83,801 | 21.93 | 1,434 | 17.75 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 790,071 | 3,418.62 | 13,518 | 3,304.79 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 380,472 | 53.60 | 6,510 | 48.40 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 45,649 | 9.29 | 781 | 5.68 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 876,123 | 5.08 | 14,990 | 1.52 | ||||
| 2026-04-28 | 13F | Abel Hall, LLC | 15,000 | 257 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 73,177 | 15.58 | 1 | 0.00 | ||||
| 2026-04-21 | 13F | Creekside Partners | 26,351 | 99.83 | 451 | 93.13 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 14,054 | 0.68 | 240 | -2.83 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 24,073 | 109.35 | 412 | 102.46 | ||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 2,531 | 43 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1,179,092 | 7.12 | 20 | 5.26 | ||||
| 2026-05-06 | 13F | MorganRosel Wealth Management, LLC | 103,159 | 69.44 | 1,765 | 63.73 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 11,445 | 0.23 | 200 | -4.33 | ||||
| 2026-05-04 | 13F/A | Ghe, Llc | 18,500 | 7.56 | 317 | 3.95 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 37,030 | 24.85 | 634 | 20.57 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 61,961 | 73.27 | 1,060 | 67.46 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 17,218 | 7.92 | 295 | 4.26 | ||||
| 2026-04-09 | 13F | PFS Partners, LLC | 1,375 | 24 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 81,196 | 7.79 | 1,389 | 4.12 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 577,858 | 8.35 | 9,887 | 4.68 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 32,722 | 2.79 | 560 | -0.71 |
