Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF incluem Wright Fund Managment, LLC, Canandaigua National Corp, Gateway Wealth Partners, LLC, Pinnacle Financial Group, LLC / IL, BCS Wealth Management, Grantham, Mayo, Van Otterloo & Co. LLC, Broussard Financial Group LLC, Vanguard Advisers Inc, Lynx Investment Advisory, RMB Capital Management, LLC, Veratis Advisors, Inc., Advyzon Investment Management, LLC, Sovereign Financial Group, Inc., Vident Advisory, LLC, Tiaa-cref Individual & Institutional Services, Llc, Mma Asset Management Llc, Main Street Group, LTD, Gill Capital Partners, Llc, Beacon Investment Advisory Services, Inc., e Vanguard National Trust Co .
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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 13F | Signaturefd, Llc | 6 | 1 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 21 | 3 | ||||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 1,896 | 268 | ||||||
| 2026-04-17 | 13F | Presilium Private Wealth, Llc | 70,841 | 3.92 | 10,328 | 5.70 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 53 | 8 | ||||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 1,390 | 203 | ||||||
| 2026-05-13 | 13F | Sepio Capital, LP | 1,650 | 13.40 | 241 | 15.38 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 334,623 | 2.41 | 48,785 | 4.17 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 6,036 | 0.57 | 880 | 2.21 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 2,599 | 43.43 | 379 | 45.95 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 3,449 | 6.12 | 503 | 7.96 | ||||
| 2026-04-24 | 13F | My Purposeful Wealth Corp. | 1,782 | 24.09 | 260 | 26.34 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 49,737 | 51.13 | 7,362 | 56.05 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 7,282 | 141.37 | 1,062 | 145.60 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 2,499 | 364 | ||||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 1,448 | 211 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 5,922 | 30.67 | 1 | |||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 14,613 | 3.40 | 2,130 | 5.19 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 58,151 | 13.20 | 8,478 | 11.66 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 18,716 | 58.81 | 2,891 | 66.00 | ||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 24,325 | 1.68 | 3,546 | 3.44 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 1,476 | 215 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 60,996 | 46.31 | 8,893 | 48.82 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 99 | 14 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 468 | 2.86 | 68 | 4.62 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 10,859 | 1.84 | 1,583 | 3.60 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 77,512 | 20.00 | 11,301 | 22.06 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 813,491 | 8,174.75 | 118,599 | 8,317.18 | ||||
| 2026-05-12 | 13F | Voya Financial Advisors, Inc. | 34,742 | 73.98 | 4,936 | 71.83 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 3,615 | 1.49 | 527 | 3.33 | ||||
| 2026-04-30 | 13F | Valued Wealth Advisors LLC | 44 | 6 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 22,617 | 5.00 | 3,297 | 6.80 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 24,926 | 3.56 | 3,573 | 3.57 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 29,708 | 2.75 | 4,331 | 4.51 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 44,120 | 2.75 | 6,432 | 4.52 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 160 | 23 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 8 | 1 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 4,704 | 28.28 | 686 | 30.48 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 458,577 | 3.75 | 66,856 | 5.53 | ||||
| 2026-04-22 | 13F | McLean Asset Management Corp | 8,035 | 0.17 | 1,171 | -1.68 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 39,197 | 2.44 | 5,715 | 4.19 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 13 | 2 | ||||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 2,740 | 8.00 | 400 | 9.92 | ||||
| 2026-05-11 | 13F | Optimist Retirement Group LLC | 3,901 | 4.67 | 569 | 6.37 | ||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 1,937 | 7.19 | 282 | 9.30 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 6,479 | 50.81 | 945 | 53.50 | ||||
| 2026-05-13 | 13F | DRW Securities, LLC | 22,177 | 3,233 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 319,984 | 9.12 | 46,650 | 10.99 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 1,698,248 | 1.23 | 248 | 2.92 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 83,641 | 0.04 | 12,194 | 1.77 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 791 | 42.01 | 115 | 45.57 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 56,604 | 759.72 | 8,252 | 775.08 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 14,186 | 2,068 | ||||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 69,521 | 10.17 | 10,135 | 12.06 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 1,740 | 254 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 7,256 | 1,058 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 45,962 | 39.12 | 6,588 | 39.88 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 2,671 | 4.01 | 389 | 5.71 | ||||
| 2026-05-01 | 13F | Evergreen Wealth Management, LLC | 4,540 | 2.25 | 662 | 3.93 | ||||
| 2026-05-11 | 13F | Thompson Siegel & Walmsley Llc | 7,715 | 15.65 | 1 | |||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 42,085 | 11.81 | 6,136 | 13.72 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 24,657 | 0.00 | 3,595 | 1.73 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 1,534 | 224 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 45,563 | 6.79 | 7 | 0.00 | ||||
| 2026-05-04 | 13F | Fortress Financial Solutions, LLC | 3,504 | 138.37 | 511 | 142.86 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 9,014 | 1,314 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 4,006 | 91.22 | 574 | 92.62 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 62,165 | 0.49 | 9,063 | 2.22 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 1,732 | 0.17 | 253 | 2.02 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 2,640 | 21.94 | 378 | 21.94 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 27,562 | 2.65 | 4,018 | 4.42 | ||||
| 2026-05-07 | 13F | Carson Advisory Inc. | 4,151 | 4.74 | 605 | 6.51 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 16,418 | 6.86 | 2,394 | 8.67 | ||||
| 2026-05-04 | 13F | Greenspring Advisors, LLC | 2,179 | 7.29 | 318 | 8.93 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 2,877 | 31.43 | 419 | 33.87 | ||||
| 2026-05-11 | 13F | Fountainhead AM, LLC | 6,864 | 35.89 | 1,001 | 38.31 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 104 | 2.97 | 15 | 7.14 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2,718,482 | 239.23 | 386,575 | 236.56 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 27,583 | 7.49 | 4,021 | 9.36 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 956 | 139 | ||||||
| 2026-05-14 | 13F | Grantham, Mayo, Van Otterloo & Co. LLC | 3,480 | 507 | ||||||
| 2026-04-14 | 13F | Flower City Capital | 41,620 | 3.08 | 6,068 | 4.84 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 13,175 | 6.04 | 1,921 | 7.87 | ||||
| 2026-05-13 | 13F | Tobias Financial Advisors, Inc. | 32,700 | 33.91 | 4,767 | 36.20 | ||||
| 2026-05-12 | 13F | SGL Investment Advisors, Inc. | 5,813 | 11.90 | 946 | 20.38 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 1,973 | 288 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2,675 | 4.17 | 390 | 5.71 | ||||
| 2025-12-05 | 13F | Vestwell Advisors, LLC | 17 | 6.25 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 1,771 | 1.66 | 254 | 2.02 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 7,733 | 352.75 | 1,127 | 361.89 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 5,319 | 47.34 | 775 | 49.90 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 5,276 | 61.54 | 769 | 64.32 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 742,771 | 2.97 | 108,289 | 4.74 | ||||
| 2026-04-13 | 13F | Uptown Financial Advisors LLC | 20,619 | 7.20 | 3,006 | 9.07 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 230 | 34 | ||||||
| 2026-05-18 | 13F | Strategic Investment Advisors / MI | 34,516 | 13.95 | 5,036 | 15.93 | ||||
| 2026-05-14 | 13F | Causeway Capital Management Llc | 103,581 | 42.03 | 15,101 | 44.47 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 563 | 77.60 | 83 | 84.44 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 1,854 | 0.27 | 270 | 1.89 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 206,124 | 4.81 | 30,050 | 6.60 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 35,535 | 0.21 | 5,181 | 1.93 | ||||
| 2026-05-05 | 13F | UBS Group AG | 521,955 | 3.77 | 76,096 | 5.56 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 90 | 13 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 3,777 | 26.87 | 558 | 30.99 | ||||
| 2026-05-18 | 13F | Cim, Llc | 2,542 | 0.12 | 371 | 1.93 | ||||
| 2026-04-16 | 13F | BlueSky Wealth Advisors, LLC | 100,324 | 14,626 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 12,911 | 3.10 | 2 | 0.00 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 28,478 | 0.07 | 4,152 | 1.77 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 28,440 | 46.34 | 4,076 | 47.15 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 3,797 | 3.38 | 553 | 5.13 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 92,420 | 21.14 | 13,472 | 23.22 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 374 | 5.95 | 55 | 8.00 | ||||
| 2026-05-14 | 13F | Jacobs Equity LLC | 12,699 | 59.06 | 1,851 | 61.80 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 26,457 | 2.96 | 3,855 | 4.70 | ||||
| 2026-05-18 | 13F | Hamilton Wealth, LLC | 4,838 | 100.00 | 705 | 103.76 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 17,504 | 1.16 | 2,552 | 2.86 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 32,443 | 466.39 | 4,730 | 476.00 | ||||
| 2026-05-14 | 13F | Miller Capital Partners, Inc. | 1,806 | 2.27 | 263 | 3.95 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 178,921 | 16.99 | 26,085 | 19.00 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 2,624 | 5.47 | 383 | 7.30 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 1,533 | 224 | ||||||
| 2026-04-07 | 13F | Eastern Bank | 582 | 429.09 | 85 | 460.00 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 15,786 | 0.54 | 2,302 | 2.27 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 98 | 512.50 | 14 | 600.00 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 46,734 | 6,813 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 8,421 | 5.26 | 1,228 | 7.07 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 13,556 | 105.11 | 1,976 | 108.66 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 2,679 | 4.89 | 384 | 5.49 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 4,635 | 23.86 | 676 | 25.93 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 9,308 | 0.62 | 1,357 | 2.42 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 3,843 | 46.74 | 560 | 49.33 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 15,866 | 42.91 | 2,313 | 231,200.00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 17,500 | 343.60 | 2,551 | 351.50 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 41,591 | 1.71 | 6,064 | 3.46 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 6,981 | 1,018 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 33,045 | 19.40 | 4,818 | 21.46 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 18,577 | 2,708 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 60,057 | 4.10 | 8,756 | 5.88 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 4,998,653 | 1.10 | 728,754 | 2.84 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 29 | 4 | ||||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 7,091 | 1.82 | 1,034 | 3.51 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 5,995 | 0.20 | 874 | 1.87 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 136,332 | 0.50 | 19,876 | 2.23 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 8,789 | 0.10 | 1,281 | 1.51 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 5,204 | 735.31 | 759 | 751.69 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,821 | 7.50 | 265 | 9.50 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 34,852 | 22.20 | 5,081 | 24.32 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 5,207 | 5.58 | 759 | 7.51 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 15,917 | 5.60 | 2,321 | 8.01 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 32,635 | 1.30 | 4,758 | 3.03 | ||||
| 2026-05-04 | 13F | Nwam Llc | 33,207 | 0.96 | 4,841 | 0.17 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 1,345 | 3,742.86 | 0 | |||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 63,595 | 530.15 | 9,272 | 541.15 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 5,350 | 3.86 | 780 | 5.56 | ||||
| 2026-04-10 | 13F | Novem Group | 2,379 | 27.97 | 347 | 30.08 | ||||
| 2026-05-06 | 13F | Private Wealth Asset Management, LLC | 410 | 60 | ||||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 3,628 | 18.80 | 529 | 20.82 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 3,027 | 103.56 | 441 | 107.04 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 35,139 | 4.47 | 5,123 | 6.27 | ||||
| 2026-05-14 | 13F | E&R Wealth Management, LLC | 45,889 | 1.54 | 6,690 | 3.29 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 3,744 | 546 | ||||||
| 2026-04-24 | 13F | Patten Group, Inc. | 4,445 | 16.30 | 648 | 18.46 | ||||
| 2026-04-03 | 13F | Ridgewood Investments LLC | 4,932 | 16.73 | 719 | 19.44 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 137,691 | 12.34 | 19,478 | 10.87 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 12,248 | 56.38 | 1,786 | 59.09 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 5,058 | 29.99 | 737 | 32.32 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 1,459 | 2.31 | 213 | 3.92 | ||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 2,186 | 341 | ||||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 44 | 193.33 | 6 | 200.00 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 130 | 19 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 228 | 4.59 | 33 | 6.45 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 1,902 | 0.63 | 277 | 2.59 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 3,873 | 2.79 | 565 | 4.44 | ||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 10,679 | 0.41 | 1,639 | 7.55 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 1 | 0 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 158,674 | 12.54 | 23,133 | 14.48 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 3,240 | 17.60 | 472 | 19.80 | ||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 14,004 | 0.51 | 2,042 | 2.20 | ||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 6,992 | 1.61 | 1 | |||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 11,960 | 6.91 | 1,744 | 8.73 | ||||
| 2026-05-11 | 13F | Great Lakes Advisors, Llc | 29,247 | 20.74 | 4,264 | 22.82 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 12,558 | 2.13 | 1,831 | 3.86 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 3,739 | 545 | ||||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 3,825 | 3.21 | 558 | 4.90 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 73,365 | 3.38 | 10,696 | 5.15 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 75,834 | 0.51 | 11,056 | 2.23 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 7,484 | 0.29 | 1,091 | 2.06 | ||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 4,848 | 1 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 16,153 | 389.63 | 2,355 | 398.73 | ||||
| 2026-04-10 | 13F | Cassilly Financial Group LLC | 13,589 | 0.81 | 1,981 | 2.54 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 2,650 | 386 | ||||||
| 2026-04-24 | 13F | Newton One Investments LLC | 67,197 | 185.90 | 9,797 | 190.86 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 349,644 | 6.51 | 50,975 | 8.34 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 5,790 | 6.26 | 844 | 8.07 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 30,961 | 1.90 | 4,514 | 3.65 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 7,799 | 3.09 | 1,137 | 4.89 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 38 | -9.76 | ||||||
| 2026-05-08 | 13F | Minot DeBlois Advisors LLC | 8,982 | 1.39 | 1,310 | 3.15 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 839 | 60.42 | 122 | 64.86 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 4,995 | 2.67 | 728 | 4.45 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 8,309 | 1 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 8,271 | 1,206 | ||||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 11,398 | 0.50 | 1,662 | 2.22 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 10,344 | 88.83 | 1,508 | 91.97 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 9,783 | 27.18 | 1,402 | 27.92 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 3,682 | 9.06 | 582 | 12.60 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 186,312 | 5.09 | 27,162 | 6.89 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 128 | 19 | ||||||
| 2026-05-15 | 13F | JMN Financial LLC | 5,350 | 3.86 | 780 | 5.56 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 2,990 | 18.37 | 436 | 20.17 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 3,010 | 8.39 | 439 | 10.05 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 242 | 49.38 | 35 | 52.17 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 119,598 | 22.24 | 17,436 | 24.34 | ||||
| 2026-04-14 | 13F | Moller Financial Services | 39,591 | 2.96 | 5,772 | 4.72 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 3,383 | 22.13 | 493 | 24.18 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 999 | 566.00 | 0 | |||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 304 | 44 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 4,459 | 0.36 | 650 | 2.20 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 62,922 | 10.75 | 9,173 | 12.65 | ||||
| 2026-05-12 | 13F | Bank of Jackson Hole Trust | 108 | 38.46 | 16 | 36.36 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 1,960 | 286 | ||||||
| 2026-04-23 | 13F | Midwest Financial Partners Investments, Inc. | 18,886 | 23.22 | 2,753 | 25.36 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 116 | 17 | ||||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 32,715 | 10.59 | 4,770 | 12.50 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 4,922 | 62.07 | 717 | 64.83 | ||||
| 2026-05-15 | 13F | Obsido Oy | 38,426 | 0.89 | 5,602 | 2.62 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2,102 | 191.94 | 306 | 197.09 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 405,256 | 12.57 | 59,082 | 14.50 | ||||
| 2026-06-03 | 13F | CoreFirst Bank & Trust | 19,554 | 9.14 | 2,851 | 11.02 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 1,931 | 6.16 | 282 | 8.08 | ||||
| 2026-04-29 | 13F | Broussard Financial Group LLC | 3,173 | 463 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 1,629 | 237 | ||||||
| 2026-05-11 | 13F | Womack Financial LLC | 32,774 | 3.49 | 4,778 | 5.27 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 2,900 | 93.33 | 423 | 97.20 | |||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 2,691 | 20.19 | 392 | 22.50 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 144,798 | 1.86 | 21,110 | 3.61 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 25,743 | 1.21 | 3,753 | 2.96 | ||||
| 2026-04-09 | 13F | Whitaker-Myers Wealth Managers, LTD. | 68,016 | 4.83 | 9,916 | 6.64 | ||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 144,563 | 5,177.95 | 21,076 | 5,276.28 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 4,924 | 148.69 | 718 | 153.36 | ||||
| 2026-05-15 | 13F | Mittelman Wealth Management | 15,121 | 5.50 | 2,205 | 7.30 | ||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 2,255 | 40.67 | 329 | 43.23 | ||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 123,899 | 1.22 | 18,063 | 2.96 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 107,069 | 22.34 | 15,616 | 24.41 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 5,028 | 27.32 | 733 | 19.22 | ||||
| 2026-05-13 | 13F | Renaissance Group Llc | 1,494 | 218 | ||||||
| 2026-05-08 | 13F | Payne Capital Management, LLC | 13,467 | 6.44 | 1,963 | 8.27 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 3,240 | 6.30 | 472 | 8.26 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 1,374 | 200 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1,108 | 1,716.39 | 162 | 1,912.50 | ||||
| 2026-05-12 | 13F | Creative Planning | 735,168 | 6.48 | 107,180 | 8.31 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 5,906 | 12.17 | 861 | 14.06 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 765,596 | 17.03 | 111,616 | 19.04 | ||||
| 2026-04-16 | 13F | Upper Left Wealth Management, LLC | 17,818 | 5.05 | 2,598 | 6.83 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 1,452 | 212 | ||||||
| 2026-04-21 | 13F | Colony Family Offices, LLC | 39,803 | 2.53 | 5,803 | 4.28 | ||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 5,276 | 21.99 | 769 | 24.23 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 17,165 | 13.88 | 2,460 | 14.53 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 1,540 | 32.08 | 225 | 34.13 | ||||
| 2026-05-01 | 13F | Sachetta, LLC | 189 | 1.07 | 27 | 3.85 | ||||
| 2026-05-07 | 13F | First National Trust Co | 2,580 | 42.54 | 376 | 45.17 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 55,482 | 8,089 | ||||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 9,727 | 34.97 | 1,413 | 36.69 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 65,035 | 9 | ||||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 4,027 | 4.46 | 587 | 6.34 | ||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3,632 | 17.16 | 530 | 19.14 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 26,753 | 0.53 | 3,900 | 2.25 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 13,956 | 4.11 | 2,034 | 5.88 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 42 | 5.00 | 6 | 20.00 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 2,039 | 297 | ||||||
| 2026-04-17 | 13F | BCS Wealth Management | 3,940 | 574 | ||||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 0 | 0 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 5,369 | 3.65 | 783 | 5.39 | ||||
| 2026-04-08 | 13F | Eclectic Associates Inc /adv | 25,687 | 5.94 | 3,743 | 7.71 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 62,476 | 1.43 | 9,108 | 3.17 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 16,507 | 0.29 | 2,407 | 1.99 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 619,635 | 12.52 | 90,337 | 14.45 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 74 | 11 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 1,736 | 15.20 | 253 | 17.67 | ||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 15,021 | 26.96 | 2,190 | 29.14 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 2,550 | 372 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2,876 | 419 | ||||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 24,741 | 1.05 | 3,607 | 2.76 |
