Investitionen in Aktie Forvis Mazars Wealth Advisors, LLC

Alle Fondsgesellschaften und deren Investment in diese Aktie über die letzten 4 Quartale.
Fonds2026/Q12025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
132.448.622 $-35.800.119 $
+1.216,3 %
170.815.570 $+10.418.119 $
+1.137,7 %
157.982.367 $-2.494.586 $
+997,5 %
162.237.081 $+52.805.471 $
+208,2 %
Americana Partners, LLC4.007.680 $-37.971.666 $
-90,5 %
41.979.346 $+1.318.646 $
+3,2 %
40.660.700 $+1.630.709 $
+4,2 %
39.029.991 $+38.598.577 $
+8.947,0 %
Composition Wealth, LLC15.826.512 $-2.066.763 $
-11,6 %
17.893.275 $-1.274.266 $
-6,6 %
19.167.541 $+115.693 $
+0,6 %
19.051.848 $+805.304 $
+4,4 %
HFG Wealth Management, LLC14.999.008 $+49.687 $
+0,3 %
14.949.321 $+279.726 $
+1,9 %
14.669.595 $+1.366.041 $
+10,3 %
13.303.554 $+277.581 $
+2,1 %
PFS Partners, LLC9.010.573 $+154.883 $
+1,7 %
8.855.690 $+119.743 $
+1,4 %
8.735.947 $+190.967 $
+2,2 %
8.544.980 $+507.597 $
+6,3 %
Strategic Blueprint, LLC2.804.857 $-5.163.394 $
-64,8 %
7.968.251 $+3.764.242 $
+89,5 %
COMMONWEALTH EQUITY SERVICES, LLC7.414.640 $-304.890 $
-3,9 %
7.719.530 $+7.711.650 $
+97.863,6 %
7.880 $-562 $
-6,7 %
8.442 $+193 $
+2,3 %
NewEdge Advisors, LLC5.123.763 $+429.699 $
+9,2 %
4.694.064 $+355.813 $
+8,2 %
4.338.251 $+433.746 $
+11,1 %
3.904.505 $+3.351.832 $
+606,5 %
Cetera Investment Advisers3.811.453 $-17.949 $
-0,5 %
3.829.402 $-284.926 $
-6,9 %
4.114.328 $+360.585 $
+9,6 %
3.753.743 $-4.258.634 $
-53,2 %
PRINCIPAL SECURITIES, INC.3.317.243 $+82.943 $
+2,6 %
3.234.300 $+77.520 $
+2,5 %
3.156.780 $+810.587 $
+34,5 %
RAYMOND JAMES FINANCIAL INC2.420.538 $+72.226 $
+3,1 %
2.348.312 $-90.486 $
-3,7 %
2.438.798 $-648.595 $
-21,0 %
3.087.393 $+342.784 $
+12,5 %
OSAIC HOLDINGS, INC.2.071.853 $-412.274 $
-16,6 %
2.484.127 $-583.115 $
-19,0 %
3.067.242 $+30.773 $
+1,0 %
3.036.469 $+1.125.416 $
+58,9 %
Tradition Wealth Management, LLC3.064.389 $+46.510 $
+1,5 %
3.017.879 $+5.005 $
+0,2 %
3.012.874 $+73.055 $
+2,5 %
2.939.819 $+148.254 $
+5,3 %
Focus Partners Wealth3.025.879 $+83.897 $
+2,9 %
2.941.982 $+2.508.960 $
+579,4 %
433.022 $+22.522 $
+5,5 %
410.500 $
CORRADO ADVISORS, LLC1.366.086 $+23.034 $
+1,7 %
1.343.052 $-1.651.029 $
-55,1 %
2.994.081 $+66.835 $
+2,3 %
2.927.246 $+422.262 $
+16,9 %
BIP Wealth, LLC2.741.514 $-84.664 $
-3,0 %
2.826.178 $
Kestra Advisory Services, LLC2.550.882 $+1.041.469 $
+69,0 %
1.509.413 $+25.683 $
+1,7 %
1.483.730 $-443.098 $
-23,0 %
1.926.828 $+807.189 $
+72,1 %
NorthCoast Asset Management LLC2.473.408 $+24.763 $
+1,0 %
2.448.645 $+382.374 $
+18,5 %
Fragasso Financial Advisors Inc2.134.417 $-215.313 $
-9,2 %
2.349.730 $-69.185 $
-2,9 %
2.418.915 $+43.925 $
+1,8 %
2.374.990 $+162.977 $
+7,4 %
LPL Financial LLC2.350.706 $+91.152 $
+4,0 %
2.259.554 $+541.297 $
+31,5 %
1.718.257 $+48.448 $
+2,9 %
1.669.809 $+387.684 $
+30,2 %
BFI Wealth Solutions, LLC2.147.897 $+339.161 $
+18,8 %
1.808.736 $
Brookstone Capital Management2.008.290 $+71.199 $
+3,7 %
1.937.091 $+57.364 $
+3,1 %
1.879.727 $+31.174 $
+1,7 %
1.848.553 $+542.827 $
+41,6 %
OLD MISSION CAPITAL LLC2.006.927 $+663.013 $
+49,3 %
1.343.914 $+1.142.513 $
+567,3 %
201.401 $-656.325 $
-76,5 %
857.726 $+635.589 $
+286,1 %
Chris Bulman Inc1.937.982 $+99.950 $
+5,4 %
1.838.032 $+93.405 $
+5,4 %
1.744.627 $+12.039 $
+0,7 %
1.732.588 $+559.494 $
+47,7 %
Signal Advisors Wealth, LLC1.936.494 $+366.584 $
+23,4 %
1.569.910 $
ENVESTNET ASSET MANAGEMENT INC1.922.369 $+79.463 $
+4,3 %
1.842.906 $+80.868 $
+4,6 %
1.762.038 $+170.797 $
+10,7 %
1.591.241 $+402.670 $
+33,9 %
CWM, LLC1.910.556 $+1.908.678 $
+101.633,5 %
1.878 $+144 $
+8,3 %
1.734 $+44 $
+2,6 %
1.690 $+175 $
+11,6 %
INVESTMENT MANAGEMENT CORP /VA/ /ADV1.870.509 $+77.256 $
+4,3 %
1.793.253 $+2.139 $
+0,1 %
1.791.114 $+16.933 $
+1,0 %
1.774.181 $+98.523 $
+5,9 %
WPWealth LLP1.622.422 $-79.329 $
-4,7 %
1.701.751 $-10.703 $
-0,6 %
1.712.454 $+47.207 $
+2,8 %
1.665.247 $+364.918 $
+28,1 %
Triad Wealth Partners, LLC1.699.666 $+339.529 $
+25,0 %
1.360.137 $+230.418 $
+20,4 %
1.129.719 $+500.094 $
+79,4 %
629.625 $+316.936 $
+101,4 %
BCS Wealth Management756.153 $-854.493 $
-53,1 %
1.610.646 $+824.103 $
+104,8 %
786.543 $+785.658 $
+88.774,9 %
885 $+153 $
+20,9 %
Berger Financial Group, Inc1.368.778 $+23.352 $
+1,7 %
1.345.426 $-209.227 $
-13,5 %
1.554.653 $-2.027 $
-0,1 %
1.556.680 $+79.654 $
+5,4 %
Farther Finance Advisors, LLC1.547.928 $+76.151 $
+5,2 %
1.471.777 $-45.680 $
-3,0 %
1.517.457 $+563.560 $
+59,1 %
953.897 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP437.173 $-204.299 $
-31,8 %
641.472 $-404.234 $
-38,7 %
1.045.706 $-494.657 $
-32,1 %
1.540.363 $+249.618 $
+19,3 %
Global Strategic Investment Solutions, LLC1.451.971 $+35.892 $
+2,5 %
FIDUCIARY FINANCIAL GROUP, LLC1.245.613 $+32.645 $
+2,7 %
1.212.968 $+30.328 $
+2,6 %
1.182.640 $+11.386 $
+1,0 %
1.171.254 $+319.143 $
+37,5 %
IFP Advisors, Inc1.005.586 $-125.471 $
-11,1 %
1.131.057 $-79.096 $
-6,5 %
1.210.153 $+78.744 $
+7,0 %
1.131.409 $+158.449 $
+16,3 %
SageView Advisory Group, LLC227.137 $+5.679 $
+2,6 %
221.458 $-944.806 $
-81,0 %
1.166.264 $-166.617 $
-12,5 %
GILL CAPITAL PARTNERS, LLC1.112.757 $+29.163 $
+2,7 %
1.083.594 $-24.204 $
-2,2 %
1.107.798 $+80.100 $
+7,8 %
1.027.698 $
MAI Capital Management969.308 $+14.315 $
+1,5 %
954.993 $-121.337 $
-11,3 %
1.076.330 $+20.782 $
+2,0 %
1.055.548 $+56.920 $
+5,7 %
FOUNDERS FINANCIAL SECURITIES LLC1.043.910 $+208.794 $
+25,0 %
835.116 $+137.518 $
+19,7 %
697.598 $+162.506 $
+30,4 %
535.092 $+142.764 $
+36,4 %
Cerity Partners LLC1.013.978 $
HighTower Advisors, LLC1.001.120 $+124.462 $
+14,2 %
876.658 $+21.919 $
+2,6 %
854.739 $-106.029 $
-11,0 %
960.768 $+191.658 $
+24,9 %
ODonnell Financial Services, LLC902.025 $+23.640 $
+2,7 %
878.385 $+21.963 $
+2,6 %
856.422 $-140.399 $
-14,1 %
996.821 $+35.730 $
+3,7 %
TRUIST FINANCIAL CORP946.331 $-950 $
-0,1 %
947.281 $+22.930 $
+2,5 %
924.351 $-66.768 $
-6,7 %
991.119 $+47.488 $
+5,0 %
Opus Financial Solutions LLC694.681 $-295.067 $
-29,8 %
989.748 $
World Investment Advisors911.913 $+52.525 $
+6,1 %
859.388 $
Creative Planning888.853 $
Cardinal Point Capital Management ULC840.839 $+22.037 $
+2,7 %
818.802 $+23.396 $
+2,9 %
795.406 $+19.084 $
+2,5 %
776.322 $+45.135 $
+6,2 %
AdvisorNet Financial, Inc668.680 $+17.524 $
+2,7 %
651.156 $+16.281 $
+2,6 %
634.875 $+17.502 $
+2,8 %
617.373 $+35.893 $
+6,2 %
Steward Partners Investment Advisory, LLC447.370 $-5.454 $
-1,2 %
452.824 $+28.071 $
+6,6 %
424.753 $-211.714 $
-33,3 %
636.467 $+361.232 $
+131,2 %
Merit Financial Group, LLC615.052 $-5.439 $
-0,9 %
620.491 $+94.265 $
+17,9 %
526.226 $+12.489 $
+2,4 %
513.737 $
Siligmueller & Norvid Wealth Advisors LLC604.211 $+32.784 $
+5,7 %
Avantax Planning Partners, Inc.603.377 $+15.813 $
+2,7 %
587.564 $+14.691 $
+2,6 %
572.873 $-16.430 $
-2,8 %
589.303 $+34.262 $
+6,2 %
Wealthspire Retirement, LLC431.409 $-160.072 $
-27,1 %
591.481 $-5.958 $
-1,0 %
597.439 $+3.311 $
+0,6 %
594.128 $-137.197 $
-18,8 %
JPMORGAN CHASE & CO4.225 $-499.189 $
-99,2 %
503.414 $-84.602 $
-14,4 %
588.016 $
Compass Advisory Group LLC518.406 $+24.380 $
+4,9 %
494.026 $+12.352 $
+2,6 %
481.674 $-98.272 $
-16,9 %
579.946 $-6.904 $
-1,2 %
SIGNATUREFD, LLC576.521 $+15.110 $
+2,7 %
561.411 $+14.037 $
+2,6 %
547.374 $+15.089 $
+2,8 %
532.285 $
Forvis Mazars Wealth Advisors, LLC342.100 $-51.881 $
-13,2 %
393.981 $-9.153 $
-2,3 %
403.134 $-169.503 $
-29,6 %
572.637 $-196.859 $
-25,6 %
Valmark Advisers, Inc.556.138 $+13.906 $
+2,6 %
542.232 $+14.947 $
+2,8 %
527.285 $+30.656 $
+6,2 %
WEALTH ALLIANCE, LLC536.181 $+2.857 $
+0,5 %
533.324 $+13.335 $
+2,6 %
519.989 $+14.334 $
+2,8 %
505.655 $+152.124 $
+43,0 %
NATIONS FINANCIAL GROUP INC, /IA/ /ADV532.848 $+13.965 $
+2,7 %
518.883 $+9.967 $
+2,0 %
508.916 $+14.029 $
+2,8 %
494.887 $+28.772 $
+6,2 %
DHJJ Financial Advisors, Ltd.510.933 $-2.954 $
-0,6 %
513.887 $-5.945 $
-1,1 %
519.832 $+14.330 $
+2,8 %
505.502 $+123.687 $
+32,4 %
Straight Path Wealth Management486.293 $+26.160 $
+5,7 %
460.133 $+22.961 $
+5,3 %
437.172 $+23.455 $
+5,7 %
413.717 $+45.067 $
+12,2 %
Prairie Wealth Advisors, Inc.429.669 $+10.463 $
+2,5 %
419.206 $+10.679 $
+2,6 %
408.527 $+22.375 $
+5,8 %
Compound Planning, Inc.315.623 $-4.897 $
-1,5 %
320.520 $+7.924 $
+2,5 %
312.596 $-112.671 $
-26,5 %
425.267 $+34.061 $
+8,7 %
Ausdal Financial Partners, Inc.419.913 $+11.005 $
+2,7 %
408.908 $+10.224 $
+2,6 %
398.684 $+194.121 $
+94,9 %
204.563 $
Atria Investments, Inc374.751 $+17.901 $
+5,0 %
356.850 $+15.899 $
+4,7 %
340.951 $-73.614 $
-17,8 %
414.565 $
Helium Advisors LLC208.515 $+5.464 $
+2,7 %
203.051 $-17.264 $
-7,8 %
220.315 $-182.086 $
-45,2 %
402.401 $
WealthPlan Investment Management, LLC394.133 $+7.369 $
+1,9 %
386.764 $
Financial Network Wealth Advisors LLC390.206 $+10.226 $
+2,7 %
379.980 $+9.501 $
+2,6 %
370.479 $+10.213 $
+2,8 %
360.266 $+20.946 $
+6,2 %
Diligent Investors, LLC388.211 $+10.174 $
+2,7 %
378.037 $+9.452 $
+2,6 %
368.585 $-20.687 $
-5,3 %
389.272 $+68.073 $
+21,2 %
Rothschild Wealth LLC333.263 $-52.669 $
-13,6 %
385.932 $
Beacon Financial Advisory LLC379.027 $+24.182 $
+6,8 %
354.845 $+8.872 $
+2,6 %
345.973 $-9.468 $
-2,7 %
355.441 $+59.524 $
+20,1 %
PFG Advisors337.951 $+9.875 $
+3,0 %
328.076 $-35.126 $
-9,7 %
363.202 $-10.485 $
-2,8 %
373.687 $
CALIBER WEALTH MANAGEMENT, LLC / KS371.109 $
AMERICAN ASSET MANAGEMENT INC.366.996 $+9.176 $
+2,6 %
357.820 $+9.864 $
+2,8 %
347.956 $
OneDigital Investment Advisors LLC358.821 $+9.404 $
+2,7 %
349.417 $+8.736 $
+2,6 %
340.681 $+38.632 $
+12,8 %
302.049 $+32.157 $
+11,9 %
Beacon Pointe Advisors, LLC346.217 $+78.371 $
+29,3 %
267.846 $-1.151 $
-0,4 %
268.997 $-56.415 $
-17,3 %
325.412 $+7.435 $
+2,3 %
GTS SECURITIES LLC338.186 $
COMMONS CAPITAL, LLC335.539 $+4.133 $
+1,2 %
331.406 $
GOLDMAN SACHS GROUP INC327.839 $
FIRST COMMONWEALTH FINANCIAL CORP /PA/327.781 $+9.036 $
+2,8 %
318.745 $
CAPTRUST FINANCIAL ADVISORS320.659 $+8.404 $
+2,7 %
312.255 $+1.794 $
+0,6 %
310.461 $+8.558 $
+2,8 %
301.903 $+54.731 $
+22,1 %
Snowden Capital Advisors LLC312.425 $+8.188 $
+2,7 %
304.237 $+7.607 $
+2,6 %
296.630 $+8.177 $
+2,8 %
288.453 $+16.771 $
+6,2 %
Lantz Financial LLC308.493 $+7.714 $
+2,6 %
300.779 $+8.291 $
+2,8 %
292.488 $
Ballast Rock Private Wealth LLC286.983 $-20.790 $
-6,8 %
307.773 $
Allworth Financial LP192.301 $+5.040 $
+2,7 %
187.261 $-118.901 $
-38,8 %
306.162 $+8.440 $
+2,8 %
297.722 $+13.723 $
+4,8 %
Vantage Point Financial LLC305.489 $+104.936 $
+52,3 %
200.553 $
BLVD Private Wealth, LLC213.429 $-86.778 $
-28,9 %
300.207 $
BENJAMIN EDWARDS INC296.921 $+1.950 $
+0,7 %
294.971 $+940 $
+0,3 %
294.031 $+8.123 $
+2,8 %
285.908 $
Navis Wealth Advisors, LLC284.587 $+47.551 $
+20,1 %
237.036 $+5.926 $
+2,6 %
231.110 $
BANK OF AMERICA CORP /DE/284.173 $
WEBSTERROGERS FINANCIAL ADVISORS, LLC280.922 $+7.024 $
+2,6 %
273.898 $+7.551 $
+2,8 %
266.347 $
WorthPointe, LLC280.737 $+7.020 $
+2,6 %
273.717 $+7.545 $
+2,8 %
266.172 $
CRA Financial Services, LLC259.061 $+6.790 $
+2,7 %
252.271 $+6.307 $
+2,6 %
245.964 $+6.781 $
+2,8 %
239.183 $
Kingsview Wealth Management, LLC251.346 $+6.900 $
+2,8 %
244.446 $+31.947 $
+15,0 %
UBS Group AG8.296 $-21.743 $
-72,4 %
30.039 $-219.203 $
-87,9 %
249.242 $+243.679 $
+4.380,4 %
TWO SIGMA SECURITIES, LLC243.540 $
Cornerstone Wealth, LLC/TN233.135 $
RIVERCHASE WEALTH MANAGEMENT, LLC227.633 $
RED CRANE WEALTH MANAGEMENT, LLC209.339 $
Collaborative Wealth Managment Inc.205.253 $
Long Island Wealth Management, Inc.201.643 $
CITADEL ADVISORS LLC201.073 $
Main Street Financial Solutions, LLC200.923 $
MORGAN STANLEY103.973 $+97.805 $
+1.585,7 %
6.168 $+154 $
+2,6 %
6.014 $+166 $
+2,8 %
5.848 $+340 $
+6,2 %
Global Wealth Strategies & Associates103.777 $+2.595 $
+2,6 %
101.182 $
AE Wealth Management LLC96.055 $+13.558 $
+16,4 %
82.497 $+44.700 $
+118,3 %
37.797 $
Sunbelt Securities, Inc.78.383 $-6.550 $
-7,7 %
84.933 $-7.619 $
-8,2 %
92.552 $+5.036 $
+5,8 %
87.516 $+2.748 $
+3,2 %
HARBOUR INVESTMENTS, INC.8.044 $+211 $
+2,7 %
7.833 $-80.960 $
-91,2 %
88.793 $+52.331 $
+143,5 %
36.462 $-62.517 $
-63,2 %
BlackRock, Inc.83.260 $
Advisory Services Network, LLC74.931 $+3.788 $
+5,3 %
71.143 $
Financial Gravity Asset Management, Inc.34.399 $
ROYAL BANK OF CANADA29.000 $+1.000 $
+3,6 %
28.000 $+1.000 $
+3,7 %
27.000 $+1.000 $
+3,8 %
26.000 $+1.000 $
+4,0 %
IFG Advisory, LLC25.336 $
CoreCap Advisors, LLC21.599 $-976 $
-4,3 %
22.575 $+565 $
+2,6 %
22.010 $+606 $
+2,8 %
21.404 $+666 $
+3,2 %
BANK OF MONTREAL /CAN/15.835 $+415 $
+2,7 %
15.420 $+385 $
+2,6 %
15.035 $+415 $
+2,8 %
14.620 $+850 $
+6,2 %
Capital Investment Advisory Services, LLC12.953 $+339 $
+2,7 %
12.614 $+316 $
+2,6 %
12.298 $+339 $
+2,8 %
11.959 $+695 $
+6,2 %
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10.799 $+283 $
+2,7 %
10.516 $
PlanVest Financial, Inc9.406 $
Ashton Thomas Private Wealth, LLC7.727 $
ASSETMARK, INC5.289 $+139 $
+2,7 %
5.150 $+128 $
+2,5 %
5.022 $+1.864 $
+59,0 %
3.158 $+184 $
+6,2 %
Cape Investment Advisory, Inc.3.084 $+160 $
+5,5 %
2.924 $+170 $
+6,2 %
Janney Montgomery Scott LLC444 $+11 $
+2,5 %
433 $+12 $
+2,9 %
421 $-4 $
-0,9 %
Cambridge Investment Research Advisors, Inc.302 $+40 $
+15,3 %
262 $+4 $
+1,6 %
258 $+13 $
+5,3 %
245 $-938 $
-79,3 %
132.448.622 $-35.800.119 $
+1.216,3 %
170.815.570 $+10.418.119 $
+1.137,7 %
157.982.367 $-2.494.586 $
+997,5 %
162.237.081 $+52.805.471 $
+208,2 %
Erweitert ×