Temel İstatistikler
| Kurumsal Sahipler | 170 total, 170 long only, 0 short only, 0 long/short - change of 6,90% MRQ |
| Ortalama Portföy Dağıtımı | 0.4412 % - change of 21,13% MRQ |
| Kurumsal Hisseler (Uzun) | 13.663.939 (ex 13D/G) - change of 0,55MM shares 10,88% MRQ |
| Kurumsal Değer (Uzun) | $ 456.448 USD ($1000) |
Kurumsal Mülkiyet ve Hissedarlar
iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF (MX:COMT) var 170 Menkul Kıymetler Borsası Komisyonuna (SEC) 13D/G veya 13F formları dolduran kurumsal sahipler ve hissedarlar. Bu kurumların toplam 13,663,939 hissesi bulunmaktadır. En büyük hissedarlar arasındakiler: Bank Of America Corp /de/, Assetmark, Inc, Tradewinds Capital Management, LLC, Ameriprise Financial Inc, Morgan Stanley, Colony Group, LLC, UBS Group AG, Susquehanna International Group, Llp, VCI Wealth Management LLC, and Vontobel Holding Ltd. .
iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF (BMV:COMT) kurumsal mülkiyet yapısı, kurum ve fonlara göre şirketteki mevcut pozisyonların yanı sıra pozisyon büyüklüğündeki son değişiklikleri gösterir. Büyük hissedarlar bireysel yatırımcıları, yatırım fonlarını, hedge fonlarını veya kurumları içerebilir. Çizelge 13D, yatırımcının şirketin %5inden fazlasını elinde bulundurduğunu (veya elinde önceden bulundurduğunu) ve iş stratejisinde aktif olarak bir değişiklik yapmayı planladığını (veya önceden planladığını) gösterir. Çizelge 13G, %5in üzerinde pasif yatırımı gösterir.
Fon Eğilim Skoru
Fon Eğilim Skoru (diğer adıyla Sahiplik Birikimi Skoru), fonlar tarafından en çok satın alınan hisse senetlerini bulur. En yüksek düzeyde kurumsal birikime sahip şirketleri tanımlayan karmaşık, çok faktörlü kantitatif bir modelin sonucudur. Skorlama modeli, açıklanan sahiplerdeki toplam artışın, bu sahiplerdeki portföy dağıtımındaki değişikliklerin ve diğer ölçümlerin bir kombinasyonunu kullanır. Sayı 0dan 100e kadar değişir; daha yüksek sayılar emsallerine göre daha yüksek bir birikim düzeyine işaret eder ve 50 ortalamadır.
Güncelleme Sıklığı: Günlük
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13F ve NPORT Başvuruları
13F başvurularına ilişkin ayrıntılar ücretsizdir. NP başvurularına ilişkin ayrıntılar premium üyelik gerektirir. Yeşil satırlar yeni pozisyonları gösterir. Kırmızı satırlar kapalı pozisyonları gösterir. Tam işlem geçmişini görmek için linkesimgesine tıklayınız.
Yükseltin
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| Dosya Tarihi | Kaynak | Yatırımcı | Tür | Ortalama Fiyat (Tahmin) |
Hisseler | Δ Hisseler (%) |
Bildirilen Değer (1000$) |
Δ Değer (%) |
Bağlantı Noktası Dağıtımı (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-27 | 13F | Security Financial Services, INC. | 7.275 | -21,39 | 246 | 6,52 | ||||
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 6.679 | 226 | ||||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 1.387.976 | 234.752,12 | 46.927 | 335.092,86 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 200 | 7 | ||||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 22 | 0,00 | 1 | |||||
| 2026-05-04 | 13F | Nwam Llc | 200.180 | 1,79 | 6.768 | 36,07 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 1.006 | -15,11 | 34 | 17,24 | ||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 15.500 | 524 | ||||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 427 | -44,04 | 14 | -22,22 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 503 | -35,35 | 17 | -10,53 | ||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 9.984 | -98,55 | 338 | -98,03 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 403.748 | 84,40 | 13.651 | 150,46 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.322 | 3.124,39 | 45 | 4.300,00 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 828 | 0,00 | 28 | 35,00 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 37.415 | 1 | ||||||
| 2026-05-13 | 13F | Consultiva Wealth Management, Corp. | 77 | 0,00 | 3 | 100,00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 6.569 | 222 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 3 | -25,00 | 0 | |||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 495 | -97,67 | 17 | -96,96 | ||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 7.016 | 237 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3.055 | 0 | ||||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 63.470 | 23,69 | 2.146 | 67,97 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 2.309 | 0,00 | 78 | 36,84 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6.557 | 222 | ||||||
| 2026-05-14 | 13F | Dorsey & Whitney Trust CO LLC | 8.729 | 0,00 | 295 | 35,94 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 73.934 | 2.500 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 203 | 0,00 | 7 | 20,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 644.386 | 349,62 | 21.786 | 510,74 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 15.950 | 1,50 | 539 | 37,85 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 74.620 | 2.523 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 15.441 | -31,96 | 522 | -7,45 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 113.403 | 1,49 | 4.099 | 47,39 | ||||
| 2026-05-15 | 13F | Nano Cap New Millennium Growth Fund L P | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 8.809 | 298 | ||||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 8.308 | 281 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 237 | 8 | ||||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 2.995 | 107 | ||||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 32.763 | 0,00 | 1.108 | 35,83 | ||||
| 2026-05-05 | 13F | Nolet Wealth Management, LLC | 15.017 | 14,86 | 508 | 56,00 | ||||
| 2026-02-03 | 13F | Fulcrum Asset Management LLP | 211 | 26 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 13.607 | 37,81 | 460 | 87,76 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 5.473 | 243,57 | 136 | 223,81 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 8.085 | -17,49 | 273 | 12,35 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 16.529 | 21,24 | 559 | 64,60 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 69.470 | 97,43 | 2.349 | 168,34 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 324.202 | 14,36 | 8.071 | 6,02 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 60 | 0,00 | 2 | 100,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.218 | 314,29 | 41 | 485,71 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 19 | -45,71 | 1 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 251.585 | 8.506 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 9.326 | -9,17 | 0 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.393 | 35 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 602 | 20 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 14.115 | 1,22 | 477 | 37,46 | ||||
| 2026-05-15 | 13F | SkyView Investment Advisors, LLC | 20.000 | -95,75 | 1 | -100,00 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 51.334 | 1.736 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 47 | 2 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 2.896 | -14,72 | 98 | 15,48 | ||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 22.383 | 757 | ||||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 197 | 38 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 16.255 | -3,70 | 550 | 30,71 | ||||
| 2026-05-15 | 13F | Fmr Llc | 211 | 7 | ||||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 11.430 | 386 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 286 | 0,00 | 10 | 28,57 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 10.727 | 0,57 | 363 | 36,60 | ||||
| 2026-05-07 | 13F | Transce3nd, LLC | 64 | -32,63 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Chicago Wealth Management, Inc. | 147.321 | 4.981 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 21.040 | 711 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 15.327 | -3,06 | 518 | 31,81 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 659 | 21,81 | 22 | 69,23 | ||||
| 2026-04-21 | 13F | VCI Wealth Management LLC | 226.428 | -3,30 | 7.656 | 31,33 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.294 | 9,11 | 44 | 48,28 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 12.583 | 425 | ||||||
| 2026-05-15 | 13F | Note Advisors, LLC | 74.005 | -4,18 | 2.502 | 23,01 | ||||
| 2026-02-17 | 13F | Alliancebernstein L.p. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-05 | 13F | O'Brien Greene & Co. Inc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 2.228 | -15,19 | 74 | 13,85 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 104.135 | 57,22 | 3.521 | 113,59 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 29.115 | 0,15 | 984 | 36,10 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 495 | 17 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 12.470 | -37,60 | 0 | |||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 8.343 | 289 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 12.173 | -10,74 | 412 | |||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 53.090 | 78,42 | 1.822 | 146,08 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 61.689 | 0,68 | 2.086 | 26,75 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 34.911 | 1.180 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 164.280 | 340,97 | 5.555 | 499,24 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 661 | -64,52 | 22 | -52,17 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 3.259 | 0,00 | 110 | 35,80 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1.093 | 692,03 | 37 | 1.100,00 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 67.088 | 11,76 | 2.268 | 51,81 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 37 | 0,00 | 0 | |||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 8.793 | 0,00 | 297 | 36,24 | ||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 91.466 | -26,04 | 3.092 | 0,45 | ||||
| 2026-05-12 | 13F | Creative Planning | 14.000 | 19,96 | 473 | 63,10 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 35.328 | 1.194 | ||||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 79 | 3 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Rosenberg Matthew Hamilton | 4 | 0,00 | 0 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 19.086 | 27,97 | 645 | 73,85 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 195.931 | 179,39 | 6.624 | 279,60 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 7.266 | -24,98 | 246 | 1,66 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 701 | 23,85 | 24 | 64,29 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 6.798 | 230 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 17 | 1 | ||||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 760 | 0,00 | 26 | 38,89 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 9.570 | 0,00 | 324 | 35,71 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 17.000 | -17,07 | 575 | 12,55 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Assetmark, Inc | 2.558.624 | 1.022,18 | 86.507 | 1.424,08 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 197.672 | -1,83 | 6.683 | 33,34 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 302 | 10 | ||||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 468 | 0,00 | 17 | 54,55 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 10.392 | -16,11 | 351 | 6,36 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 61.324 | -14,38 | 2.011 | 12,79 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.096 | -1,88 | 37 | 37,04 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 40.334 | -1,97 | 1.364 | 33,11 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 24.966 | 1,85 | 844 | 38,36 | ||||
| 2026-05-15 | 13F | EFG International AG | 1.805 | 0,00 | 61 | 38,64 | ||||
| 2026-04-15 | 13F | Alhambra Investment Partners LLC | 51.401 | -9,40 | 1.738 | 23,02 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 40.479 | -19,58 | 1.369 | 9,18 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 19.588 | 662 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 28.081 | -50,72 | 949 | -33,07 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 511 | 17 | ||||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 1.475 | -39,02 | 50 | -18,33 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 8.343 | 289 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3.267.032 | 47,42 | 110.458 | 100,21 | ||||
| 2026-01-30 | 13F | Urban Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 72 | -4,00 | 2 | 100,00 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 98 | 3 | ||||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 136 | 0,00 | 5 | 33,33 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 12.034 | 29,70 | 407 | 76,52 | ||||
| 2026-05-05 | 13F | UBS Group AG | 294.852 | 116,25 | 9.969 | 193,69 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 25.897 | 60,91 | 876 | 118,75 | ||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 453 | 1.712,00 | 15 | 36,36 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 78.665 | -11,79 | 2.660 | 19,77 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 26.651 | 12,10 | 901 | 52,45 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 633 | 76,82 | 21 | 162,50 | ||||
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 10 | 0,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 72 | 0,00 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 7.805 | 264 | ||||||
| 2026-04-27 | 13F | GenTrust, LLC | 59.740 | 0,00 | 2.020 | 35,78 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 200 | 0 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 167 | 0,00 | 6 | 25,00 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Beaumont Capital Management, LLC | 35.704 | 1.207 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 94.111 | -3,34 | 3.182 | 31,28 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 3.605 | 122 | ||||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 18.014 | -71,63 | 609 | -61,46 | ||||
| 2026-05-12 | 13F | Three Bridge Wealth Advisors, LLC | 9.892 | 12,68 | 334 | 53,21 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1.521 | 0,86 | 51 | 37,84 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 172.363 | 17,69 | 5.828 | 59,82 | ||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 93.692 | 3.168 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 163 | -8,94 | 6 | 25,00 | ||||
| 2026-04-22 | 13F | Lam Group, Inc. | 110 | 4 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 49.705 | -13,26 | 1.681 | 17,81 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 12.901 | 48,24 | 436 | 101,85 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 5.005 | 167 | ||||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 82.140 | 8,10 | 2.777 | 46,85 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 2.396 | 509,67 | 60 | 490,00 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 7.579 | 256 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 166 | 6 | ||||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 49.268 | 1.666 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 198.518 | -9,08 | 6.712 | 23,48 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 1.006 | 1.696,43 | 34 | 3.300,00 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 205.400 | -65,87 | 6.945 | -53,66 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 8.326 | 282 | ||||||
| 2026-04-02 | 13F | Horizons Wealth Management | 555 | 0,00 | 19 | 38,46 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 48.567 | 2,42 | 1.642 | 39,15 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 11.984 | 1,37 | 405 | 37,76 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.235 | 31 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 52 | 0,00 | 2 | 0,00 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 2.372 | 80 | ||||||
| 2026-05-07 | 13F | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 105.985 | 0,57 | 3.583 | 36,60 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 6.542 | 227 | ||||||
| 2026-04-27 | 13F | Commonwealth Equity Services, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 330 | 0,00 | 11 | 37,50 | ||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 123.695 | 4.202 |
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