Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Vanguard World Fund - Vanguard ESG International Stock ETF includ 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, și Fortis Capital Advisors, LLC .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
Faceți upgrade pentru a debloca datele premium.
| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
