Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Vanguard World Fund - Vanguard ESG International Stock ETF incluem Vanguard Advisers Inc, Sanchez Levi Garrett, Quent Long Short Global Small Cap Fund, LP, Vanguard National Trust Co, Dorsey & Whitney Trust CO LLC, Barings Llc, FinArc Investments, Inc., Mesirow Financial Investment Management, Inc., Caliber Wealth Management, LLC / KS, Vantus Wealth LLC, Wealth Group Ltd, Madson Wealth Advisors Inc, Tiaa-cref Individual & Institutional Services, Llc, Acropolis Investment Management, LLC, Action Point Financial Planning, Llc, Park Avenue Securities Llc, Chilton Investment Co Llc, Gladstone Institutional Advisory LLC, Sandbox Financial Partners, LLC, e Fortis Capital Advisors, LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | Apella Capital, LLC | 304,114 | 94.02 | 24,010 | 113.89 | ||||
| 2026-04-28 | 13F | Angeles Investment Advisors, LLC | 172,608 | 2.57 | 12,381 | 2.73 | ||||
| 2026-05-14 | 13F | Prime Buchholz LLC | 287,848 | 2.91 | 20,647 | 3.07 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 463 | 43 | ||||||
| 2026-05-13 | 13F | Choate Investment Advisors | 25,267 | 155.87 | 1,812 | 156.29 | ||||
| 2026-04-23 | 13F | Sellwood Investment Partners LLC | 274,015 | 2.02 | 19,655 | 2.18 | ||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 23,307 | 0.52 | 1,672 | 0.66 | ||||
| 2026-04-28 | 13F | Family CFO Inc | 16,613 | 0.01 | 1,192 | 0.17 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 2,009 | 8.71 | 144 | 9.09 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 20,938 | 2,153.82 | 1,502 | 2,174.24 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 5,941 | 426 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 4,402 | 316 | ||||||
| 2026-05-15 | 13F | Sanchez Levi Garrett | 87,132 | 6,250 | ||||||
| 2026-04-14 | 13F | Quantum Financial Planning Services, Inc. | 4,169 | 2.28 | 299 | 2.75 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 3,777 | 0.13 | 271 | 0.00 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 95,911 | 9.45 | 6,880 | 9.61 | ||||
| 2026-04-21 | 13F | First United Bank Trust/ | 6,047 | 38.53 | 434 | 38.78 | ||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 3,072 | 4.17 | 220 | 4.27 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 9,194 | 47.29 | 660 | 47.43 | ||||
| 2026-04-29 | 13F | Bluestem Financial Advisors, Llc | 58,666 | 0.90 | 4,208 | 1.06 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 14,434 | 26.24 | 1 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 3,288 | 2.08 | 236 | 2.17 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 150,006 | 11.03 | 10,760 | 11.19 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 70,404 | 370.11 | 5,050 | 371.08 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 8,701 | 8.44 | 1 | |||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 15,406 | 3.99 | 1,105 | 4.15 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 4,256 | 30.63 | 333 | 42.92 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 6,868 | 0.26 | 493 | 0.41 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 162,123 | 41.82 | 11,629 | 42.04 | ||||
| 2026-04-13 | 13F | Farrell Financial LLC | 93,324 | 0.64 | 6,694 | 0.80 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 626 | 0.16 | 45 | 0.00 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 189,747 | 9.97 | 13,611 | 10.14 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 83,443 | 27.98 | 5,976 | 32.13 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 2,929 | 210 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 25,485 | 1.53 | 1,828 | 1.73 | ||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 3,883 | 279 | ||||||
| 2026-05-12 | 13F | Creative Planning | 1,573,042 | 12.40 | 112,834 | 12.57 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 10,500 | 3.79 | 753 | 4.01 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 5,961 | 0.57 | 428 | 0.71 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 804 | 58 | ||||||
| 2026-05-11 | 13F | Ellevest, Inc. | 3,646 | 0.52 | 262 | 0.77 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 3,569 | 69.63 | 256 | 70.00 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 26,105 | 23.17 | 1,872 | 23.40 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 10,067 | 0.92 | 722 | 1.12 | ||||
| 2026-04-29 | 13F | Sageworth Trust Co | 27,570 | 6.01 | 1,978 | 6.18 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 66,008 | 13.46 | 4,735 | 13.63 | ||||
| 2026-04-24 | 13F | Old Peak Finance LLC | 17,406 | 0.30 | 1,249 | 0.48 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 13,247 | 5.24 | 950 | 5.44 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 167,332 | 20.41 | 11,598 | 16.53 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 4,878 | 0.54 | 350 | 0.58 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 311,819 | 15.10 | 22,364 | 15.26 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 4,991 | 1.42 | 358 | 1.70 | ||||
| 2026-05-15 | 13F | Evelyn Partners Asset Management Ltd | 1,419 | 70.96 | 102 | 71.19 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 9,559 | 6.84 | 686 | 7.03 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 154,047 | 0.93 | 11,050 | 1.08 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 3,314 | 238 | ||||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 3,302 | 2.45 | 237 | 2.61 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 57,831 | 0.23 | 4,148 | 0.39 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 2,969 | 213 | ||||||
| 2026-04-27 | 13F | Gordian Advisors LLC | 5,396 | 16.42 | 387 | 16.92 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 133,556 | 3.60 | 10 | 0.00 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 3,595 | 0.62 | 258 | 0.78 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 35,061 | 2,515 | ||||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 4,919 | 352 | ||||||
| 2026-05-12 | 13F | Fiera Capital Corp | 2,812 | 0.57 | 202 | 0.50 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 51,868 | 56.26 | 4 | 50.00 | ||||
| 2026-05-07 | 13F | Amara Financial, Llc. | 16,768 | 4.55 | 1,203 | 4.70 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 9,968 | 0.35 | 715 | 0.56 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 1,005 | 72 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 105 | 8 | ||||||
| 2026-04-08 | 13F | LifeGuide Financial Advisors, LLC | 195,758 | 2.20 | 14,042 | 0.91 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 5,901 | 13.55 | 423 | 13.44 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 77,992 | 0.81 | 5,594 | 0.97 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 14,340 | 2.75 | 1,029 | 2.90 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 8,235 | 0.39 | 591 | 0.51 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 8,668 | 18.53 | 622 | 18.74 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 4,177 | 2.53 | 300 | 2.75 | ||||
| 2026-04-16 | 13F | Thompson Davis & Co., Inc. | 9,451 | 2.33 | 678 | 2.42 | ||||
| 2026-01-28 | 13F | Quent Long Short Global Small Cap Fund, LP | 81,817 | 5,860 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 10,992 | 0.01 | 788 | 0.13 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 257,427 | 2.28 | 18,465 | 2.44 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 176 | 13 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 261 | 19 | ||||||
| 2026-04-20 | 13F | Dagco, Inc. | 439 | 0.69 | 31 | 0.00 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 5,336 | 383 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 12,198 | 11.03 | 1 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 13,200 | 9.77 | 947 | 9.87 | ||||
| 2026-05-15 | 13F | Headinvest, Llc | 28,169 | 26.78 | 2,021 | 26.96 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 893 | 524.48 | 65 | 540.00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1,753 | 10.95 | 126 | 10.62 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 16,209 | 11.33 | 1,163 | 11.52 | ||||
| 2026-04-16 | 13F | Orser Capital Management, Llc | 61,080 | 76.94 | 4,381 | 77.22 | ||||
| 2026-05-05 | 13F | UBS Group AG | 228,605 | 2.27 | 16,398 | 2.43 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 125,484 | 4.37 | 9,001 | 4.53 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 9,740 | 66.15 | 699 | 66.59 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 4,925 | 27.10 | 353 | 27.44 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 133,833 | 2.48 | 9,600 | 2.63 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 4,298 | 25.34 | 308 | 25.71 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 34,001 | 0.62 | 2,439 | 0.74 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 3,750 | 0 | ||||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 4,423 | 0.05 | 317 | 0.32 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 10,448 | 8.71 | 749 | 8.87 | ||||
| 2026-04-15 | 13F | Paragon Capital Management Ltd | 36,384 | 33.47 | 2,610 | 33.66 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 10,420 | 0.30 | 747 | 0.40 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 12,930 | 927 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 4,527 | 4.09 | 325 | 4.18 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 5,175 | 16.50 | 371 | 16.67 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 27,684 | 4.15 | 2 | 0.00 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 7,003 | 6.27 | 502 | 6.36 | ||||
| 2026-04-10 | 13F | Wealth Group Ltd | 4,900 | 351 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 20,481 | 25.65 | 1,469 | 25.88 | ||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 44,263 | 86.89 | 3,175 | 87.15 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 16,841 | 0.24 | 1,208 | 0.42 | ||||
| 2026-05-04 | 13F | Nwam Llc | 3,060 | 0.53 | 219 | -3.52 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 9,469 | 25.67 | 679 | 25.97 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 4,505 | 2.95 | 323 | 3.19 | ||||
| 2026-05-08 | 13F | Smithfield Trust Co | 12,180 | 14.76 | 1 | |||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 14,422 | 6.97 | 1,166 | 12.34 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 5,228 | 2.89 | 375 | 3.31 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 157,609 | 0.59 | 11 | 0.00 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 4,587 | 0.15 | 329 | 0.30 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 4,108 | 9.02 | 295 | 9.29 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 47,484 | 0.40 | 3,406 | 0.56 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 17,900 | 4.81 | 1,284 | 4.48 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 26,233 | 7.94 | 1,882 | 8.10 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 397,426 | 15.23 | 28,507 | 15.40 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management (Europe) Ltd | 830 | 123.12 | 60 | 126.92 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 245,569 | 4.71 | 18 | 6.25 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 41,988 | 1.94 | 3,012 | 2.10 | ||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 2,894 | 1.72 | 208 | 1.97 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 60,921 | 13.00 | 4,363 | 145,333.33 | ||||
| 2026-05-12 | 13F | Bear Mountain Capital, Inc. | 42,826 | 0.47 | 3,364 | 5.62 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 15,619 | 45.41 | 1,120 | 45.64 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 114,262 | 0.05 | 8,196 | 0.21 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 3,314 | 238 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 3,455 | 248 | ||||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 5,562 | 8.80 | 398 | 12.43 | ||||
| 2026-05-14 | 13F | Betterment LLC | 21,842 | 2.57 | 2 | 0.00 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 3,100 | 222 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 4,509 | 98.81 | 323 | 99.38 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 18,035 | 5.19 | 1,249 | 1.79 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 17,677 | 20.75 | 1,268 | 20.90 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 10,212 | 12.81 | 733 | |||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 43,697 | 6.99 | 3,134 | 7.15 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 112 | 8 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 6,434 | 0.50 | 461 | 0.66 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 9,219 | 0.22 | 661 | 0.46 | ||||
| 2026-05-15 | 13F | Chilton Investment Co Llc | 3,615 | 259 | ||||||
| 2026-04-28 | 13F | Farnam Financial LLC | 8,932 | 3.60 | 641 | 3.73 | ||||
| 2026-04-21 | 13F | Northeast Investment Management | 4,208 | 10.07 | 302 | 10.26 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 2,891 | 55.18 | 207 | 55.64 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 427 | 31 | ||||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 3,885 | 279 | ||||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 312 | 0.97 | 22 | 0.00 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 4,405 | 0.89 | 316 | 0.96 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 194,326 | 20.19 | 13,939 | 20.36 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 4,865 | 41.10 | 349 | 41.46 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 4,374 | 1.82 | 314 | 1.95 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 41,302 | 3.82 | 2,963 | 3.97 | ||||
| 2026-05-07 | 13F | Human Investing LLC | 79,375 | 3.33 | 5,694 | 3.49 | ||||
| 2026-05-13 | 13F | Cambridge Associates Llc /ma/ /adv | 34,087 | 5.61 | 2,445 | 5.80 | ||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 3,455 | 248 | ||||||
| 2026-05-12 | 13F | KilterHowling LLC | 6,123 | 12.49 | 439 | 12.85 | ||||
| 2026-05-11 | 13F | Wealth Management Strategies, Inc. | 5,483 | 1.20 | 393 | 1.29 | ||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 43,224 | 0.46 | 3,100 | 0.62 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 441,531 | 0.41 | 31,671 | 0.57 | ||||
| 2026-04-08 | 13F | Ervin Investment Management, LLC | 4,228 | 15.27 | 303 | 15.65 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 3,967,148 | 3.86 | 284,127 | 7.23 | ||||
| 2026-04-22 | 13F | Aegis Wealth Management LLC | 4,856 | 0.10 | 348 | 0.29 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 43,900 | 0.86 | 3,149 | 0.99 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 725 | 291.89 | 52 | 300.00 | ||||
| 2026-05-14 | 13F | Rock Point Advisors, LLC | 11,150 | 4.21 | 800 | 4.31 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 248,507 | 71.36 | 17,825 | 71.63 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 14,106 | 24.57 | 1,012 | 24.66 | ||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 22,279 | 1,598 | ||||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 3,959 | 4.27 | 284 | 4.43 | ||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 4,180 | 0.60 | 300 | 0.67 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 7,255 | 7.90 | 520 | 8.11 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 3,346 | 0.60 | 240 | 0.42 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 4,022,741 | 288,551 | ||||||
| 2026-05-14 | 13F | Ballentine Partners, LLC | 20,030 | 4.83 | 1,437 | 4.97 | ||||
| 2026-05-14 | 13F | Stance Capital Llc | 1,167 | 84 | ||||||
| 2026-04-07 | 13F | Pathway Financial Advisors LLC | 8,614 | 7.10 | 620 | 4.56 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 62,833 | 19.26 | 4,507 | 19.45 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2,100 | 481.72 | 151 | 500.00 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 7,906 | 567 | ||||||
| 2026-04-21 | 13F | Madson Wealth Advisors Inc | 4,468 | 320 | ||||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 27,394 | 1,965 | ||||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 3,948 | 0.33 | 283 | 0.71 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 217,098 | 122.10 | 16 | 114.29 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 44,270 | 6.75 | 3,175 | 6.90 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 212 | 15 | ||||||
| 2026-05-14 | 13F | Passive Capital Management, LLC. | 6,792 | 1.01 | 487 | 1.25 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 17,750 | 0.25 | 1,273 | 0.39 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 1,997 | 143 | ||||||
| 2026-05-13 | 13F | Northstar Asset Management Inc | 184,289 | 69.79 | 13,219 | 70.06 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 2,046 | 0.29 | 147 | 0.00 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 115,474 | 2.65 | 8,283 | 2.81 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 88,116 | 0.02 | 6,321 | 0.17 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 16,326 | 0.59 | 1,171 | 0.77 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 16,814 | 4.00 | 1,302 | 12.45 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 15,581 | 1,042.30 | 1,118 | 0.72 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 75,646 | 2.83 | 5,426 | 3.00 | ||||
| 2026-05-15 | 13F | Fmr Llc | 20,904 | 3.14 | 1,499 | 3.31 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 6,057 | 8.55 | 434 | 8.77 | ||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 3,220 | 1.16 | 231 | 1.32 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 27,391 | 0.05 | 1,965 | 0.20 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 5,053 | 7.15 | 362 | 7.42 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 1,232 | 29.55 | 88 | 29.41 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 2,557 | 0.31 | 183 | 0.55 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 9,400 | 1.52 | 674 | 1.66 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 52,817 | 0.28 | 3,789 | 0.45 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 9,820 | 0.34 | 711 | -2.34 | ||||
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 2,827 | 0.60 | 203 | 0.50 | ||||
| 2026-04-15 | 13F | Wealthcare Capital Management Llc | 11,653 | 0.15 | 836 | 0.24 | ||||
| 2026-05-06 | 13F | Barings Llc | 17,809 | 1,277 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 9,716 | 16.86 | 697 | 16.97 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 2,970 | 0.61 | 213 | 0.95 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 178,164 | 8.74 | 12,780 | 8.91 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 2,789 | 200 | ||||||
| 2026-05-07 | 13F | Zevin Asset Management Llc | 6,025 | 16.22 | 432 | 16.44 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 3,092 | 1.24 | 222 | 1.38 | ||||
| 2026-05-20 | 13F | FinArc Investments, Inc. | 11,517 | 826 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 6,370 | 2.53 | 457 | 2.70 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 891 | 64 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 13,539 | 7.11 | 971 | 7.29 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 399 | 30.39 | 29 | 33.33 | ||||
| 2026-04-07 | 13F | Orgel Wealth Management, LLC | 126,099 | 60.16 | 9,045 | 60.40 | ||||
| 2026-04-17 | 13F | New Covenant Trust Company, N.A. | 69,465 | 6.24 | 4,983 | 4.88 |
