Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF, omfatter Lavelle Capital Lp, Macro Advisors, Inc., Steel Peak Wealth Management LLC, Lakeridge Wealth Management LLC, Sentinus, LLC, 1st Source Bank, Stark Wealth Management LLC, Financial Engines Advisors L.L.C., First Manhattan Co, Argent Advisors, Inc., Worth Asset Management, LLC, Safe Harbor Wealth Advisors, LLC, SRS Capital Advisors, Inc., We Are One Seven, LLC, Quantinno Capital Management LP, Verdence Capital Advisors LLC, Westmount Partners, LLC, Entrewealth, Llc, Occidental Asset Management, LLC, og Investor's Fiduciary Advisor Network, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Rothschild Capital Partners, LLC | 5.980 | 305 | ||||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 217.995 | 4,58 | 11.113 | 4,66 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 44.849 | 2.286 | ||||||
| 2026-04-21 | 13F | Argo Wealth Advisory, LLC | 22.212 | 24,88 | 1.132 | 24,94 | ||||
| 2026-04-15 | 13F | Websterrogers Financial Advisors, Llc | 125.731 | 0,92 | 6.410 | 0,99 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 535.783 | 0,44 | 27.314 | 0,52 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 272.448 | 30,38 | 13.889 | 30,49 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 17.520 | 893 | ||||||
| 2026-05-12 | 13F/A | Signature Securities Group Corporation | 6.684 | 0,32 | 341 | 0,00 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 25.991 | 14,58 | 1.325 | 14,72 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 43.357 | 23,79 | 2.210 | 23,88 | ||||
| 2026-05-08 | 13F | Boulder Wealth Advisors, LLC | 192.536 | 134,23 | 9.815 | 134,42 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 63.199 | 41,40 | 3.222 | 41,52 | ||||
| 2026-05-05 | 13F | Schwallier Wealth Management LLC | 7.544 | 11,58 | 385 | 11,30 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 18.351 | 73,50 | 936 | 73,79 | ||||
| 2026-05-14 | 13F | Roof Eidam & Maycock/adv | 119.449 | 4,60 | 6.090 | 4,68 | ||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 3.989 | 203 | ||||||
| 2026-05-08 | 13F | Horizon Family Wealth, Inc. | 5.046 | 9,74 | 257 | 9,83 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 175.659 | 1,26 | 8.955 | 1,13 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 63.622 | 0,75 | 3.243 | 0,84 | ||||
| 2026-04-13 | 13F | Newman Dignan & Sheerar, Inc. | 5.068 | 0,64 | 258 | 0,78 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 29.924 | 18,94 | 1.526 | 19,05 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 329.726 | 52,96 | 16.809 | 53,09 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 53.697 | 3,96 | 2.737 | 4,03 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 833 | 0,60 | 42 | 0,00 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 5.535 | 193,63 | 282 | 193,75 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 8.630 | 1,22 | 440 | 1,15 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.552.212 | 4,74 | 79.132 | 4,82 | ||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 14.995 | 0,62 | 764 | 0,66 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 720.781 | 9,63 | 36.746 | 9,72 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 175.198 | 1.092,23 | 8.932 | 1.093,98 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 5.448 | 278 | ||||||
| 2026-05-27 | 13F | Security Financial Services, INC. | 37.610 | 29,62 | 1.917 | 29,70 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 11.489 | 38,71 | 585 | 38,63 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 1.491.349 | 25,96 | 76.029 | 26,06 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 28.572 | 0,01 | 1.457 | 0,07 | ||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 5.465 | 278 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 27.247 | 3,89 | 1.389 | 3,97 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 14.822 | 2,06 | 756 | 2,17 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 13.781 | 0,01 | 703 | 0,14 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 32.501 | 51,16 | 2 | 0,00 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 5.134 | 5,20 | 262 | 5,24 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 22.885 | 30,98 | 1.167 | 30,86 | ||||
| 2026-05-05 | 13F | BCGM Wealth Management, LLC | 74.412 | 1,01 | 3.794 | 1,09 | ||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 6.340 | 33,19 | 323 | 33,47 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 5.963 | 304 | ||||||
| 2026-04-09 | 13F | Leverty Financial Group, LLC | 75.640 | 164,56 | 3.856 | 164,84 | ||||
| 2026-04-23 | 13F | Capital Management Corp /va | 93.129 | 4,57 | 4.748 | 4,65 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 35.648 | 32,20 | 1.816 | 32,19 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 148.951 | 47,09 | 7.594 | 47,21 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 69.536 | 1,78 | 3.545 | 1,84 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 8.822 | 48,02 | 450 | 48,18 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 11.403 | 581 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 63.639 | 3,77 | 3.244 | 3,84 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 64.424 | 10,43 | 3.284 | 10,54 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 272.195 | 41,58 | 13.877 | 41,69 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 8.110 | 19,37 | 413 | 19,36 | ||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 19.502 | 993 | ||||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 42.261 | 167,00 | 2.154 | 167,25 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 8.077 | 412 | ||||||
| 2026-05-08 | 13F | Aspen Wealth Strategies, LLC | 12.893 | 3,20 | 657 | 3,30 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 2.940 | 150 | ||||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 25.813 | 1,20 | 1.316 | 1,23 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 56.695 | 6,15 | 2.890 | 6,25 | ||||
| 2026-04-08 | 13F | Selby Wealth Management, LLC | 49.580 | 0,73 | 2.528 | 0,80 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 15.703 | 2,75 | 801 | 4,03 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 701 | 36 | ||||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 122.998 | 356,05 | 6.270 | 356,66 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 9.550 | 26,49 | 487 | 26,56 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 493.519 | 50,31 | 25.163 | 50,16 | ||||
| 2026-04-22 | 13F | Phoenix Wealth Advisors | 204.966 | 9,67 | 10.449 | 9,76 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 46.431 | 135,69 | 2.365 | 135,32 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 35.600 | 2,67 | 1.815 | 2,72 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 368.775 | 57,60 | 18.800 | 57,73 | ||||
| 2026-05-12 | 13F | Creative Planning | 39.661 | 21,25 | 2.022 | 21,31 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 18.916 | 14,50 | 964 | 14,63 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 196.039 | 49,54 | 9.994 | 49,34 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 23.856 | 21,16 | 1.216 | 21,24 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 202.942 | 33,11 | 10.332 | 33,03 | ||||
| 2026-05-20 | 13F | Boothe Investment Group, Inc. | 277.346 | 3,88 | 14.139 | 3,96 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1.155 | 0,61 | 59 | 0,00 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 12.842 | 16,55 | 655 | 16,58 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 9.147 | 0 | ||||||
| 2026-05-13 | 13F | Carter Financial, LLC | 39.509 | 269,52 | 2.014 | 270,22 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 511.534 | 10,63 | 26.078 | 10,72 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 6.742 | 20,76 | 344 | 20,77 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 2.551.982 | 17,18 | 130.100 | 17,27 | ||||
| 2026-04-14 | 13F | OLIO Financial Planning | 19.505 | 5,07 | 994 | 5,19 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 4.000 | 204 | ||||||
| 2026-05-13 | 13F | Franklin Resources Inc | 394.694 | 23,40 | 20.122 | 23,49 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 27.644 | 281,45 | 1.409 | 281,84 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 113.075 | 14,55 | 5.765 | 14,64 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 11.678 | 1,33 | 595 | |||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 24.172 | 8,64 | 1.232 | 8,74 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 2.450 | 0,66 | 125 | 0,00 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 107.150 | 1,84 | 5.463 | 1,71 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 4.838 | 12,83 | 247 | 12,84 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 29.933 | 11,69 | 1.526 | 11,72 | ||||
| 2026-04-27 | 13F | Tennessee Valley Asset Management Partners | 34.931 | 52,57 | 1.781 | 52,66 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 6.370 | 25,77 | 325 | 25,58 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 28.543 | 1.455 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 247.802 | 16,38 | 12.632 | 16,46 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 8.794 | 27,01 | 448 | 27,27 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 648.605 | 4,97 | 33.066 | 5,05 | ||||
| 2026-05-08 | 13F/A | Davidson Investment Advisors | 216.831 | 7,60 | 11.054 | 7,70 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 16.141 | 823 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 16.743 | 7,24 | 854 | 7,30 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 116.745 | 1,14 | 5.952 | 1,21 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 255.839 | 9,88 | 13 | 18,18 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 285.841 | 14.572 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 40.433 | 3,17 | 2.061 | 3,26 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 24.856 | 23,11 | 1.267 | 23,01 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 8.756 | 68,94 | 446 | 68,94 | ||||
| 2026-05-04 | 13F | Sound Portfolio Advisors, LLC | 15.437 | 0,29 | 787 | 0,26 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 542.113 | 22,96 | 27.637 | 23,06 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 23.902 | 20,64 | 1.219 | 20,71 | ||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 10.709 | 40,34 | 546 | 40,46 | ||||
| 2026-05-14 | 13F | Entrewealth, Llc | 9.773 | 498 | ||||||
| 2026-04-13 | 13F | Trust Co | 520.494 | 3,30 | 26.535 | 3,38 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 787 | 0,90 | 40 | 2,56 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 56.457 | 3,61 | 2.878 | 3,71 | ||||
| 2026-04-22 | 13F | Eqis Capital Management, Inc. | 4.448 | 2,11 | 227 | 2,26 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 14.189 | 240,51 | 723 | 241,04 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 6.410 | 327 | ||||||
| 2026-05-12 | 13F | Kuhn & Co Investment Counsel | 19.188 | 17,47 | 978 | 17,55 | ||||
| 2026-04-22 | 13F | Shum Financial Group, Inc. | 16.842 | 25,79 | 859 | 25,81 | ||||
| 2026-04-28 | 13F | Investment Advisory Services Group LLC | 17.570 | 2,76 | 896 | 2,87 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 1 | 0 | ||||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 6.537 | 17,55 | 333 | 17,67 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 3.770 | 192 | ||||||
| 2026-04-15 | 13F | Weatherly Asset Management L. P. | 726.586 | 2,68 | 37.041 | 2,57 | ||||
| 2026-04-24 | 13F | Argent Advisors, Inc. | 16.973 | 865 | ||||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 35.404 | 0,02 | 1.805 | 0,06 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 34.970 | 0,69 | 1.783 | 0,73 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 117.230 | 3,81 | 5.976 | 3,89 | ||||
| 2026-04-16 | 13F | Global Wealth Management, LLC | 522.708 | 0,00 | 26.648 | 0,08 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 9.759 | 13,37 | 497 | 13,21 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 14.204 | 0,03 | 724 | 0,14 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 412.268 | 4,95 | 21.017 | 5,04 | ||||
| 2026-04-24 | 13F | Zwj Investment Counsel Inc | 82.633 | 9,77 | 4.213 | 9,86 | ||||
| 2026-04-09 | 13F | Park Place Capital Corp | 1.768 | 0,63 | 90 | 1,12 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 90.453 | 0,98 | 4.611 | 1,05 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 10.386 | 1,18 | 529 | 1,34 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 121.774 | 156,75 | 6.208 | 156,95 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 109.096 | 5.562 | ||||||
| 2026-05-13 | 13F | Family Office Research LLC | 10.908 | 0,64 | 556 | 0,54 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 34.119 | 31,81 | 1.739 | 31,94 | ||||
| 2026-04-23 | 13F | Members Wealth Llc | 9.821 | 17,63 | 500 | 17,37 | ||||
| 2026-05-15 | 13F | NCM Capital Management, LLC | 70.765 | 5,99 | 3.608 | 6,06 | ||||
| 2026-04-15 | 13F | Mainsail Financial Group, LLC | 92.043 | 23,09 | 4.692 | 23,21 | ||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 71.333 | 160,34 | 3.637 | 160,09 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 1.719.248 | 20,06 | 87.647 | 19,95 | ||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 42.219 | 9,21 | 2.152 | 9,29 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 45.802 | 5,56 | 2.335 | 5,61 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 4.483 | 229 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 781.688 | 121,12 | 39.850 | 221.288,89 | ||||
| 2026-05-15 | 13F | Fmr Llc | 1.382.387 | 0,04 | 70.474 | 0,12 | ||||
| 2026-05-11 | 13F | Pecaut & Co. | 43.937 | 24,71 | 2.240 | 24,80 | ||||
| 2026-04-13 | 13F | Chesley Taft & Associates LLC | 229.810 | 13,97 | 11.716 | 14,06 | ||||
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 6.398 | 44,07 | 326 | 44,25 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 40.267 | 10,97 | 2.053 | 11,04 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 507.100 | 25.852 | ||||||
| 2026-04-21 | 13F/A | Madrid Wealth Management, LLC | 14.545 | 29,35 | 742 | 29,55 | ||||
| 2026-04-21 | 13F | Kooman & Associates | 34.573 | 4,23 | 1.763 | 4,32 | ||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 43.908 | 0,02 | 2.238 | 0,09 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 96.241 | 4,55 | 4.906 | 4,63 | ||||
| 2026-04-27 | 13F | Syntegra Private Wealth Group, LLC | 147.968 | 14,49 | 7.543 | 14,58 | ||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 4.740 | 0,62 | 242 | 0,84 | ||||
| 2026-05-14 | 13F | Macro Advisors, Inc. | 46.839 | 2.388 | ||||||
| 2026-04-24 | 13F | Able Wealth Management LLC | 113.551 | 17,71 | 5.789 | 17,79 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 52.716 | 176,99 | 2.687 | 177,30 | ||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 1.379.331 | 2.928,70 | 5.756 | 148,21 | ||||
| 2026-05-08 | 13F | Firestone Capital Management | 40.339 | 300,98 | 2.056 | 301,56 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 613.082 | 48,50 | 31.255 | 48,62 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 327.256 | 14,13 | 16.684 | 14,22 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 39.550 | 16,90 | 2.016 | 17,01 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 336.927 | 620,38 | 17.177 | 621,07 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 105.492 | 15,73 | 5.378 | 15,81 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 35.587 | 68,60 | 1.814 | 68,74 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 95.234 | 1,28 | 4.855 | 1,36 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 14.806 | 5,69 | 755 | 5,75 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 3.650 | 37,74 | 186 | 38,81 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 14.895 | 192,58 | 759 | 193,05 | ||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 269.504 | 1,41 | 13.739 | 1,48 | ||||
| 2026-05-15 | 13F | Brown Financial Advisors | 9.085 | 47,92 | 463 | 48,40 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 9.919 | 18,37 | 506 | 18,54 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 138.983 | 37,11 | 7.085 | 37,23 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 223.726 | 0,34 | 11.406 | 0,41 | ||||
| 2026-04-10 | 13F | Revolve Wealth Partners, LLC | 49.065 | 260,45 | 2.501 | 260,89 | ||||
| 2026-04-23 | 13F/A | Private Wealth Group, LLC | 5.544 | 1,74 | 283 | 1,81 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 12.773 | 24,15 | 651 | 24,24 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 39.321 | 0,58 | 2.005 | 0,65 | ||||
| 2026-04-15 | 13F | Apex Wealth Management, LLC | 141.714 | 366,93 | 7.225 | 366,37 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 8.009 | 21.545,95 | 408 | 40.700,00 | ||||
| 2026-05-08 | 13F | StrongBox Wealth, LLC | 117.124 | 12,71 | 5.971 | 12,79 | ||||
| 2026-04-24 | 13F | ProCore Advisors, LLC | 11.700 | 101,38 | 596 | 102,03 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 249.208 | 10,98 | 12.705 | 11,07 | ||||
| 2026-04-16 | 13F | Paladin Wealth, LLC | 15.627 | 29,18 | 797 | 29,22 | ||||
| 2026-04-21 | 13F | PDS Planning, Inc | 111.044 | 8,17 | 5.661 | 8,26 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 10.254 | 523 | ||||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 29.288 | 1,02 | 1 | 0,00 | ||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 164.302 | 2,63 | 8.376 | 2,71 | ||||
| 2026-02-04 | 13F | AIFG Consultants Ltd. | 6.672 | 340 | ||||||
| 2026-05-14 | 13F | Zacks Investment Management | 5.709 | 0,09 | 291 | 0,34 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 383.264 | 18,54 | 19.539 | 18,63 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 44.904 | 41,85 | 2.289 | 42,00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3.079.282 | 1,82 | 156.982 | 1,90 | ||||
| 2026-04-22 | 13F | Oak Harvest Investment Services | 270.542 | 3,10 | 13.792 | 3,18 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 12.646 | 645 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 44.118 | 152,15 | 2.247 | 151,62 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 15.436 | 14,89 | 787 | 14,74 | ||||
| 2026-05-12 | 13F | GGM Financials LLC | 2.584 | 0,62 | 132 | 0,77 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 54.727 | 11,26 | 2.790 | 11,38 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 70.555 | 2,75 | 3.597 | 2,80 | ||||
| 2026-05-14 | 13F | Aries Wealth Management | 31.470 | 59,99 | 1.604 | 60,24 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 17.225 | 2,83 | 878 | 2,93 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 502 | 47,21 | 26 | 47,06 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 31.464 | 1.604 | ||||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 125.568 | 5,01 | 6 | 0,00 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 348.929 | 23,79 | 17.778 | 23,69 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 1.637 | 0,61 | 83 | 1,22 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 9.815 | 4,15 | 500 | 3,95 | ||||
| 2026-05-04 | 13F | 1st Source Bank | 20.000 | 1.020 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 420.648 | 30,54 | 21.436 | 30,60 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 9.900 | 505 | ||||||
| 2026-04-24 | 13F | Fulton Bank, N.a. | 50.490 | 30,33 | 2.574 | 30,41 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 19.102 | 2,40 | 973 | 2,21 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 4.022 | 205 | ||||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 15.051 | 767 | ||||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 769.357 | 32,01 | 39.222 | 31,84 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 239 | 12 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 4.654 | 226,37 | 237 | 229,17 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 35.156 | 5,65 | 1.792 | 5,72 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 14.013 | 714 | ||||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 35.128 | 15,39 | 1.791 | 15,48 | ||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 56.001 | 2,25 | 2.855 | 2,33 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 23.002 | 2,15 | 1.173 | 2,18 | ||||
| 2026-05-05 | 13F | Steel Peak Wealth Management LLC | 39.004 | 1.988 | ||||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 5.836 | 298 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 47.722 | 25,81 | 2.433 | 25,88 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 642.610 | 22,36 | 32.760 | 22,46 | ||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 145.632 | 12,94 | 7.424 | 13,03 | ||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 12.870 | 17,86 | 656 | 17,99 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 140.579 | 5,11 | 7.167 | 5,20 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 95.559 | 2,80 | 4.872 | 2,87 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 10.916 | 556 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 4.184.621 | 5,76 | 213.332 | 5,84 | ||||
| 2026-05-15 | 13F | M Wealth Management, LLC | 7.812 | 0,62 | 398 | 0,76 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 1.189.881 | 1,52 | 60.897 | 1,95 | ||||
| 2026-01-29 | 13F | Comerica Bank | 14.771 | 2,59 | 752 | 2,45 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1.261.630 | 14,72 | 64.318 | 14,80 | ||||
| 2026-05-12 | 13F | Cahill Financial Advisors Inc | 30.676 | 51,23 | 1.564 | 51,31 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 644.321 | 8,89 | 32.847 | 8,97 | ||||
| 2026-04-22 | 13F | Peak Financial Advisors Llc | 4.525 | 231 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 66.317 | 9,95 | 3.378 | 9,75 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 1.629 | 38,17 | 83 | 38,33 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 39.496 | 2,80 | 2.014 | 2,86 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 163.712 | 34,29 | 8.346 | 34,40 | ||||
| 2026-05-12 | 13F | Three Bridge Wealth Advisors, LLC | 41.554 | 0,14 | 2.118 | 0,00 | ||||
| 2026-04-24 | 13F | Semus Wealth Partners LLC | 4.334 | 0,63 | 221 | 0,46 | ||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 227 | 12 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 44.483 | 2,75 | 2.268 | 2,81 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 525.958 | 6,67 | 26.813 | 6,76 | ||||
| 2026-05-14 | 13F | RPg Family Wealth Advisory, LLC | 90.914 | 3,22 | 4.635 | 3,07 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 73.927 | 35,39 | 3.769 | 35,49 | ||||
| 2026-05-28 | 13F | Lavelle Capital Lp | 78.480 | 4.001 | ||||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 32.901 | 70,37 | 1.677 | 70,60 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 24.483 | 1.248 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 942.824 | 5,45 | 48.065 | 5,53 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 382.502 | 4,42 | 19.500 | 4,50 | ||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 43.508 | 0,45 | 2.218 | 0,36 | ||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 164.010 | 64,59 | 8.361 | 64,72 | ||||
| 2026-05-08 | 13F | Tfo-tdc, Llc | 457.941 | 33,62 | 23.346 | 33,73 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 13.027 | 6,18 | 664 | 6,41 | ||||
| 2026-05-13 | 13F | 49 Wealth Management, Llc | 20.633 | 8,58 | 1.052 | 8,69 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 207.029 | 0,63 | 10.554 | 0,71 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 45.931 | 8,67 | 2.342 | 8,53 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 6.840 | 10,98 | 349 | 11,18 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 27.491 | 28,83 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 14.181 | 725 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 4.618 | 235 | ||||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 6.614 | 0,65 | 337 | 0,90 | ||||
| 2026-04-13 | 13F | Perennial Advisors, LLC | 81.140 | 3,80 | 4.137 | 3,87 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 9.070 | 80,61 | 462 | 81,18 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 19.312 | 17,23 | 985 | 17,28 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 182.064 | 26,18 | 9.282 | 26,29 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 9.656 | 492 | ||||||
| 2026-04-08 | 13F | Sandbox Financial Partners, LLC | 61.103 | 4,32 | 3.115 | 4,43 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 8.355 | 426 | ||||||
| 2026-04-07 | 13F | First Citizens Financial Corp | 4.273 | 7,04 | 218 | 6,90 | ||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 124.372 | 7,25 | 6.340 | 7,33 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 26.048 | 4,23 | 1.328 | 4,32 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 17.648 | 900 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 532.314 | 14,09 | 27.137 | 14,18 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 4.188 | 15,50 | 213 | 15,14 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 156.400 | 86,79 | 7.973 | 86,94 | ||||
| 2026-04-27 | 13F | Great Point Wealth Advisors, LLC | 162.955 | 0,61 | 8.307 | 0,69 | ||||
| 2026-05-08 | 13F | NewSquare Capital LLC | 24.785 | 4,26 | 1.264 | 4,38 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 40.225 | 0,08 | 2.051 | 0,15 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 28.043 | 9,08 | 1.430 | 9,17 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 8.930 | 20.667,44 | 455 | 22.600,00 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 62.241 | 3,00 | 3.173 | 3,09 | ||||
| 2026-05-08 | 13F | Quantify Chaos Advisors, Llc | 5.809 | 296 | ||||||
| 2026-04-10 | 13F | PFW Advisors LLC | 15.955 | 32,00 | 813 | 32,20 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1.026 | 52 | ||||||
| 2026-05-15 | 13F | Chokshi & Queen Wealth Advisors, Inc | 6.751 | 344 | ||||||
| 2026-04-29 | 13F | LiftPoint Family Wealth Advisors LLC | 4.115 | 210 | ||||||
| 2026-05-06 | 13F | Sentinus, LLC | 26.800 | 1.366 |
