Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Ashland Inc., omfatter Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, Vanguard Fiduciary Trust Co, Dayah Capital LLC, Ruffer LLP, Penn Capital Management Co Inc, VANGUARD ASSET MANAGEMENT, Ltd, Vanguard Global Advisers, LLC, Vanguard Investments Australia, Ltd., Greenwood Capital Associates Llc, Frec Markets, Inc., J. Safra Sarasin Holding AG, Bull Harbor Capital LLC, Advyzon Investment Management, LLC, Legacy Financial Independent Advisors Llc, Janney Capital Management LLC, Alpine Woods Capital Investors, Llc, Western Wealth Management, LLC, Cassaday & Co Wealth Management LLC, og SageView Advisory Group, LLC .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 124.049 | 42,96 | 6.484 | 27,39 | ||||
| 2026-05-15 | 13F | Delaware Management Holdings, Inc. | 518.236 | 7,46 | 28.819 | 1,86 | ||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 15.795 | 12,89 | 878 | 7,07 | ||||
| 2026-05-04 | 13F | State Of Michigan Retirement System | 11.039 | 1,85 | 614 | -3,46 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 122 | 7 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 22.243 | 205,16 | 1.237 | 189,46 | ||||
| 2026-05-13 | 13F | Magnetar Financial LLC | 13.916 | 774 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 46.032 | 14,06 | 2.560 | 8,11 | ||||
| 2026-02-17 | 13F | Weiss Asset Management LP | 15.991 | 938 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 13.734 | 256,26 | 1 | |||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 162.233 | 65,09 | 9.022 | 56,48 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 144.020 | 58,28 | 8.009 | 49,10 | ||||
| 2026-05-15 | 13F | Man Group plc | 89.899 | 4.999 | ||||||
| 2026-04-24 | 13F | Retirement Systems of Alabama | 196.984 | 0,64 | 10.954 | -4,62 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 9.600 | 88,24 | 534 | 78,26 | |||
| 2026-04-30 | 13F | Winch Advisory Services, LLC | 1.147 | 0,26 | 64 | -5,97 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 3.041 | 125,59 | 169 | 112,66 | ||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 14 | 100,00 | 1 | |||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 2.224 | 17,61 | 116 | 4,50 | ||||
| 2026-05-08 | 13F | Vanguard Portfolio Management Llc | 2.194.945 | 122.061 | ||||||
| 2026-05-08 | 13F | Walleye Trading LLC | 4.679 | 260 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 3.386 | 3.155,77 | 0 | |||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 7.012 | 390 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 630.236 | 244,54 | 35.047 | 226,60 | ||||
| 2026-05-08 | 13F | Amalgamated Bank | 20.565 | 2,74 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | MetLife Investment Management, LLC | 22.503 | 0,80 | 1.251 | -4,43 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 34 | 277,78 | 2 | |||||
| 2026-02-17 | 13F | Two Sigma Advisers, Lp | 35.100 | 7,67 | 2.059 | 31,90 | ||||
| 2026-05-08 | 13F | Northwestern Mutual Investment Management Company, Llc | 10.252 | 0,24 | 570 | -5,00 | ||||
| 2026-05-13 | 13F | Ruffer LLP | 64.533 | 3.599 | ||||||
| 2026-05-11 | 13F | Universal- Beteiligungs- und Servicegesellschaft mbH | 10.368 | 2,94 | 577 | -2,37 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 53.500 | 7,21 | 2.975 | 1,64 | |||
| 2026-05-13 | 13F | Franklin Resources Inc | 1.742.349 | 0,36 | 96.892 | -4,88 | ||||
| 2026-05-14 | 13F | Bollard Group LLC | 227 | 0,44 | 0 | |||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 26 | 1 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2.763 | 0,14 | 154 | -4,97 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 485.274 | 6,81 | 26.986 | 1,25 | ||||
| 2026-02-11 | 13F | Janney Capital Management LLC | 4.261 | 0 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 283 | 14,11 | 16 | 7,14 | ||||
| 2026-05-15 | 13F | Cramer Rosenthal Mcglynn Llc | 209.620 | 26,43 | 11.657 | 19,83 | ||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 2.052.542 | 114.142 | ||||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 19.863 | 1.105 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 118.327 | 44,82 | 6.565 | 36,88 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 34.731 | 51,14 | 1.931 | 43,25 | ||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 2.814.887 | 4,79 | 156.536 | -0,67 | ||||
| 2026-05-15 | 13F | Bridgewater Associates, LP | 23.974 | 1.333 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 144 | 8 | ||||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 848.935 | 3,79 | 47.222 | -1,62 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2026-05-13 | 13F | DRW Securities, LLC | 13.255 | 737 | ||||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 9 | 200,00 | 0 | |||||
| 2026-04-30 | 13F | Nuveen, LLC | 68.473 | 8,05 | 3.808 | 2,39 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | 53.341 | 2.966 | ||||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 6 | 200,00 | 0 | |||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 803 | 833,72 | 45 | 780,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 308.628 | 7,78 | 17.163 | 2,16 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 148 | 9 | ||||||
| 2026-05-19 | 13F | Paragon Private Wealth Management, LLC | 4.609 | 25,83 | 256 | 19,63 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 1 | 0 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 9.537 | 1,43 | 530 | -3,81 | ||||
| 2026-05-13 | 13F | Axq Capital, Lp | 15.536 | 42,86 | 864 | 35,27 | ||||
| 2026-04-22 | 13F | Caldwell Trust Co | 993 | 3,87 | 55 | -1,79 | ||||
| 2026-05-15 | 13F/A | Woodline Partners LP | 343.889 | 10,62 | 19.124 | 4,85 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 505 | 13,48 | 30 | 38,10 | ||||
| 2026-05-15 | 13F | Trexquant Investment LP | 57.312 | 3.187 | ||||||
| 2026-05-01 | 13F | Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 11.466 | 0,24 | 638 | -5,07 | ||||
| 2026-02-13 | 13F | Barclays Plc | 218.540 | 317,97 | 12.822 | 411,82 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 9.154 | 101,59 | 509 | 91,35 | ||||
| 2026-05-15 | 13F | Campbell & CO Investment Adviser LLC | 84.710 | 4.711 | ||||||
| 2026-05-11 | 13F | Boston Partners | 405.694 | 621,40 | 22.505 | 582,18 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 3.633 | 11,24 | 202 | 5,76 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 177 | 254,00 | 10 | 350,00 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 1.029.806 | 0,84 | 57 | -3,39 | ||||
| 2026-05-15 | 13F | Polar Asset Management Partners Inc. | 37.000 | 2.058 | ||||||
| 2026-05-15 | 13F | California State Teachers Retirement System | 55.106 | 28,75 | 3.064 | 22,02 | ||||
| 2026-05-08 | 13F | Eurizon Capital SGR S.p.A. | 125 | 7 | ||||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 262 | 15 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 756 | 42 | ||||||
| 2026-05-13 | 13F | Xponance, Inc. | 5.566 | 31,21 | 310 | 24,60 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 728 | 52,62 | 40 | 48,15 | ||||
| 2026-05-04 | 13F | J. Safra Sarasin Holding AG | 5.115 | 284 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 184 | 3,37 | 0 | |||||
| 2026-05-15 | 13F | Frontier Capital Management Co Llc | 1.912.689 | 34,20 | 106.365 | 27,20 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 19 | 1.800,00 | 1 | |||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 6 | 20,00 | 0 | |||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 11 | 83,33 | 1 | |||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 4.446 | 247 | ||||||
| 2026-05-07 | 13F | Dimensional Fund Advisors Lp | 2.496.021 | 12,02 | 138.793 | 6,16 | ||||
| 2026-05-15 | 13F | Altrinsic Global Advisors Llc | 205.340 | 4,72 | 11.419 | -0,75 | ||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 7.086 | 394 | ||||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 51.169 | 2.846 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 10.800 | 45,02 | 601 | 37,61 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 14.587 | 8,14 | 856 | 31,54 | ||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 284.519 | 15.822 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 4.356 | 6,22 | 242 | 0,83 | ||||
| 2026-05-12 | 13F | Fox Run Management, L.l.c. | 6.762 | 23,78 | 353 | 10,31 | ||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 7.190 | 13,16 | 400 | 7,26 | ||||
| 2026-05-11 | 13F | Federated Hermes, Inc. | 26.221 | 9,87 | 1.458 | 4,14 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 4.881 | 271 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 763 | 21,50 | 42 | 16,67 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 3 | 0 | ||||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 37.857 | 4,63 | 2.105 | -0,80 | ||||
| 2026-05-08 | 13F | Leisure Capital Management | 8.630 | 1,65 | 480 | -3,82 | ||||
| 2026-04-20 | 13F | Louisiana State Employees Retirement System | 13.300 | 5,56 | 740 | 0,00 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 175 | 10 | ||||||
| 2026-05-08 | 13F | VANGUARD ASSET MANAGEMENT, Ltd | 40.535 | 2.254 | ||||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 21 | 1 | ||||||
| 2026-05-01 | 13F | CenterStar Asset Management, LLC | Call | 15.000 | 834 | 816,48 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 30.461 | 139,81 | 1.694 | 127,25 | ||||
| 2026-05-13 | 13F | Frec Markets, Inc. | 5.202 | 289 | ||||||
| 2026-05-14 | 13F | Arrowstreet Capital, Limited Partnership | 244.439 | 13.593 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 34.975 | 49,47 | 1.946 | 41,73 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 1.908.142 | 0,43 | 106.112 | -4,81 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 3.038 | 169 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 84 | 740,00 | 5 | |||||
| 2026-05-05 | 13F | Legacy Financial Independent Advisors Llc | 4.413 | 245 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 57.334 | 20,60 | 3.118 | 6,96 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 68 | 41,67 | 4 | 50,00 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 16.709 | 7,96 | 929 | 2,31 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 321.908 | 33,32 | 17.901 | 26,37 | ||||
| 2026-05-13 | 13F | Nordea Investment Management Ab | 160.069 | 8.671 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 4.293 | 7,67 | 239 | 2,15 | ||||
| 2026-01-29 | 13F | Comerica Bank | 83.712 | 346,61 | 4.911 | 446,88 | ||||
| 2026-05-14 | 13F | ExodusPoint Capital Management, LP | 21.693 | 282,53 | 1.206 | 345,02 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 63 | 4 | ||||||
| 2026-05-14 | 13F | Caxton Associates Llp | 20.941 | 1.165 | ||||||
| 2026-05-13 | 13F | Prudential Financial Inc | 124.614 | 7.771 | ||||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 17.197 | 2,44 | 956 | -2,85 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 3 | 0 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 5.439 | 302 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 130.817 | 1,66 | 7.275 | -3,64 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 25 | 1 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 208.755 | 13,07 | 12.248 | 11,89 | ||||
| 2026-05-15 | 13F | State Street Corp | 1.539.828 | 1,29 | 85.630 | -4,00 | ||||
| 2026-05-15 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 20.475 | 50,39 | 1.139 | 42,61 | ||||
| 2026-04-20 | 13F | Assenagon Asset Management S.A. | 106.746 | 5.936 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 178.227 | 3,17 | 9.911 | -2,21 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 897 | 52,81 | 50 | 44,12 | ||||
| 2026-05-14 | 13F | Natixis | 300.593 | 38,94 | 16.716 | 31,69 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 132.434 | 2,28 | 7.365 | -3,05 | ||||
| 2026-05-05 | 13F | UBS Group AG | 268.572 | 22,15 | 14.935 | 15,78 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 62.362 | 80,16 | 3.468 | 70,79 | ||||
| 2026-05-18 | 13F | Bull Harbor Capital LLC | 4.580 | 255 | ||||||
| 2026-05-06 | 13F | Penn Capital Management Co Inc | 47.565 | 2.645 | ||||||
| 2026-05-19 | 13F/A | Dayah Capital LLC | 100.000 | 5.561 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 92.455 | 12.794,70 | 5.141 | 12.140,48 | ||||
| 2026-05-14 | 13F | Treasurer of the State of North Carolina | 19.401 | 2,18 | 1 | 0,00 | ||||
| 2026-04-29 | 13F | Klp Kapitalforvaltning As | 10.100 | 4,12 | 562 | -1,41 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 14.998 | 7,91 | 834 | 2,33 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 28.880 | 12,91 | 1.606 | 7,07 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 36 | 2 | ||||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 41.056 | 14,63 | 2 | 0,00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 3.448 | 9.218,92 | 192 | 9.450,00 | ||||
| 2026-04-10 | 13F | Cerro Pacific Wealth Advisors LLC | 6.453 | 23,74 | 359 | 17,38 | ||||
| 2026-05-15 | 13F | Kentucky Farm Bureau Mutual Insurance Co | 0 | 0 | ||||||
| 2026-04-27 | 13F | Ethic Inc. | 10.761 | 89,69 | 598 | 80,12 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 174.396 | 136,64 | 9.698 | 124,33 | ||||
| 2026-05-15 | 13F | Caption Management, LLC | 20.635 | 1.148 | ||||||
| 2026-05-15 | 13F | Caption Management, LLC | Put | 17.400 | 968 | |||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 2 | 0 | ||||||
| 2026-05-14 | 13F | Hilton Capital Management, LLC | 25.156 | 14,76 | 1.399 | 8,71 | ||||
| 2026-05-14 | 13F | Capital Fund Management S.a. | 44.008 | 2.447 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 126.276 | 0,24 | 7.022 | -4,99 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 4.294.911 | 5,23 | 238.840 | -0,26 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 118.534 | 13,46 | 6.592 | 7,54 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 21 | 600,00 | 1 | |||||
| 2026-05-18 | 13F | Edgestream Partners, L.P. | 32.989 | 42,20 | 1.835 | 34,75 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 12.109 | 14,70 | 673 | 8,72 | ||||
| 2026-04-20 | 13F | State of Alaska, Department of Revenue | 6.784 | 1,42 | 0 | |||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 8.029 | 6,12 | 446 | -3,46 | ||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 18 | 1 | ||||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 105.723 | 5.879 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 749 | 143,18 | 42 | 127,78 | ||||
| 2026-05-01 | 13F | HFM Investment Advisors, LLC | 3 | 200,00 | 0 | |||||
| 2026-05-11 | 13F | Ing Groep Nv | 245.000 | 44,12 | 13.624 | 36,61 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 238 | 13 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 25 | 127,27 | 1 | |||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 6 | 500,00 | 0 | |||||
| 2026-04-28 | 13F | Handelsbanken Fonder AB | 15.400 | 10,00 | 1 | |||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 156 | 9 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 45.240 | 10,00 | 2.516 | 4,27 | ||||
| 2026-05-27 | 13F | Alpine Woods Capital Investors, Llc | 3.689 | 205 | ||||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 8.345 | 68,89 | 464 | 60,55 | ||||
| 2026-04-29 | 13F | Oregon Public Employees Retirement Fund | 9.388 | 3,30 | 522 | -2,06 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 425.504 | 5,01 | 23.662 | -0,46 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 29.423 | 88,13 | 1.636 | 78,41 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 51.552 | 8,70 | 2.867 | 3,02 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.151 | 37,02 | 61 | 24,49 | ||||
| 2026-05-08 | 13F | Vanguard Investments Australia, Ltd. | 12.706 | 707 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 6.936 | 0 | ||||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 6.086 | 4,14 | 338 | -1,17 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 107 | 6 |