Institutionelle Investoren in PIMCO CORPORATE & INCOME OPPORTUNITY FUND (PTY)

Alle meldenden Fondsgesellschaften (SEC-Formular 13F) und deren Investment in dieses Wertpapier über die letzten 4 Quartale.
Hinweis: Das Quartal Q3/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 14.11.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
Zusätzlich aktuell von 8 Mutual Funds/ETFs gehalten (N-PORT).
Aktien-Detail Fonds-Verzeichnis
Fonds2026/Q32026/Q22026/Q12025/Q4
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
Gesamt95.157.176 $-14.752.053 $
+22,0 %
427.553.643 $+7.298.473 $
+43,4 %
405.744.366 $-30.589.299 $
+19,9 %
438.072.256 $-33.746.945 $
-6,4 %
LPL Financial LLC31.842.057 $-1.225.102 $
-3,7 %
33.067.159 $-1.202.181 $
-3,5 %
34.269.340 $-5.797.393 $
-14,5 %
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO32.763.127 $-11.624 $
-0,0 %
32.774.751 $-612.165 $
-1,8 %
33.386.916 $-539.171 $
-1,6 %
MORGAN STANLEY31.224.595 $+110.552 $
+0,4 %
31.114.043 $-1.351.317 $
-4,2 %
32.465.360 $-4.994.128 $
-13,3 %
WELLS FARGO & COMPANY/MN29.531.522 $+3.673.633 $
+14,2 %
25.857.889 $+17.766.471 $
+219,6 %
8.091.418 $+5.165.980 $
+176,6 %
Align Financial, LLC8.258 $-765 $
-8,5 %
9.023 $-12.082 $
-57,2 %
21.105 $-22.553.895 $
-99,9 %
22.575.000 $
XML Financial, LLC19.833.153 $-1.274.481 $
-6,0 %
21.107.634 $+1.919.607 $
+10,0 %
19.188.027 $-1.408.825 $
-6,8 %
20.596.852 $-1.688.991 $
-7,6 %
Merrithew & Thorsten Inc17.959.000 $-409.000 $
-2,2 %
18.368.000 $-1.342.000 $
-6,8 %
19.710.000 $
Invesco Ltd.17.868.953 $+1.263.129 $
+7,6 %
16.605.824 $-482.767 $
-2,8 %
17.088.591 $-827.579 $
-4,6 %
RIVERNORTH CAPITAL MANAGEMENT, LLC2.916.397 $-537.051 $
-15,6 %
3.453.448 $-12.572.351 $
-78,5 %
16.025.799 $
Cetera Investment Advisers15.668.008 $+1.751.412 $
+12,6 %
13.916.596 $-536.824 $
-3,7 %
14.453.420 $-1.135.240 $
-7,3 %
Cambridge Investment Research Advisors, Inc.6.038.000 $-6.748.000 $
-52,8 %
12.786.000 $+6.754.000 $
+112,0 %
6.032.000 $-400.000 $
-6,2 %
6.432.000 $-657.000 $
-9,3 %
Logan Stone Capital, LLC8.125.447 $-1.340.133 $
-14,2 %
9.465.580 $-2.777.616 $
-22,7 %
12.243.196 $
ENVESTNET ASSET MANAGEMENT INC11.421.047 $+1.327.863 $
+13,2 %
10.093.184 $+15.659 $
+0,2 %
10.077.525 $-276.627 $
-2,7 %
OSAIC HOLDINGS, INC.11.211.067 $+1.354.594 $
+13,7 %
9.856.473 $-676.676 $
-6,4 %
10.533.149 $-510.078 $
-4,6 %
Private Advisor Group, LLC5.748.740 $-2.168.676 $
-27,4 %
7.917.416 $-2.219.980 $
-21,9 %
10.137.396 $-144.865 $
-1,4 %
GUGGENHEIM CAPITAL LLC9.553.240 $+2.136.051 $
+28,8 %
7.417.189 $+2.119.223 $
+40,0 %
5.297.966 $+2.150.696 $
+68,3 %
PFG Investments, LLC6.067.817 $-1.497.720 $
-19,8 %
7.565.537 $-572.731 $
-7,0 %
8.138.268 $-380.436 $
-4,5 %
ROYAL BANK OF CANADA7.678.000 $+438.000 $
+6,0 %
7.240.000 $-295.000 $
-3,9 %
7.535.000 $+237.000 $
+3,2 %
RAYMOND JAMES FINANCIAL INC3.133.234 $+347.194 $
+12,5 %
2.786.040 $-4.751.323 $
-63,0 %
7.537.363 $-3.839.456 $
-33,7 %
AXXCESS WEALTH MANAGEMENT, LLC7.385.738 $-129.287 $
-1,7 %
7.515.025 $+667.081 $
+9,7 %
Equitable Holdings, Inc.6.653.938 $-421.338 $
-6,0 %
7.075.276 $+1.284.182 $
+22,2 %
5.791.094 $+1.119.494 $
+24,0 %
Accel Wealth Management5.110.741 $-287.448 $
-5,3 %
5.398.189 $-684.828 $
-11,3 %
6.083.017 $-400.291 $
-6,2 %
6.483.308 $-309.292 $
-4,6 %
COMMONWEALTH EQUITY SERVICES, LLC4.290.495 $-1.020.855 $
-19,2 %
5.311.350 $-223.276 $
-4,0 %
5.534.626 $-864.564 $
-13,5 %
6.399.190 $-2.890.810 $
-31,1 %
TRUIST FINANCIAL CORP5.028.695 $+1.303.934 $
+35,0 %
3.724.761 $+249.517 $
+7,2 %
3.475.244 $-2.318.720 $
-40,0 %
5.793.964 $-228.799 $
-3,8 %
Kestra Advisory Services, LLC5.024.346 $+50.431 $
+1,0 %
4.973.915 $+36.875 $
+0,7 %
4.937.040 $-269.170 $
-5,2 %
5.206.210 $+886.458 $
+20,5 %
Evergreen Wealth Management, LLC4.678.137 $+268.508 $
+6,1 %
4.409.629 $-134.133 $
-3,0 %
4.543.762 $-320.383 $
-6,6 %
Dynamic Advisor Solutions LLC429.757 $-4.169.917 $
-90,7 %
4.599.674 $+381.254 $
+9,0 %
4.218.420 $+623.167 $
+17,3 %
3.595.253 $-288.243 $
-7,4 %
BANK OF AMERICA CORP /DE/4.044.922 $+282.257 $
+7,5 %
3.762.665 $-772.598 $
-17,0 %
4.535.263 $-5.067.439 $
-52,8 %
JANE STREET GROUP, LLC728.056 $-1.797.827 $
-71,2 %
2.525.883 $-1.967.625 $
-43,8 %
4.493.508 $+2.835.580 $
+171,0 %
Independent Advisor Alliance169.972 $-4.314.034 $
-96,2 %
4.484.006 $+4.301.742 $
+2.360,2 %
182.264 $+29.084 $
+19,0 %
Ascentis Independent Advisors4.075.701 $-366.773 $
-8,3 %
4.442.474 $+2.174.066 $
+95,8 %
2.268.408 $-258.850 $
-10,2 %
Noble Wealth Management PBC4.000.362 $-6.218 $
-0,2 %
4.006.580 $+851.612 $
+27,0 %
3.154.968 $+267.213 $
+9,3 %
2.887.755 $+259.661 $
+9,9 %
Marex Group Ltd123.909 $-3.383.627 $
-96,5 %
3.507.536 $
Steward Partners Investment Advisory, LLC3.349.597 $+662.121 $
+24,6 %
2.687.476 $+254.359 $
+10,5 %
2.433.117 $-5.596.255 $
-69,7 %
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2.589.948 $-518.287 $
-16,7 %
3.108.235 $+2.351.398 $
+310,7 %
756.837 $+246.268 $
+48,2 %
510.569 $-56.935 $
-10,0 %
Thomas J. Herzfeld Advisors, Inc.3.037.960 $+23.249 $
+0,8 %
3.014.711 $+2.294.659 $
+318,7 %
720.052 $
ICON ADVISERS INC/CO2.981.335 $
Strategic Wealth Partners, Ltd.2.235.908 $-152.708 $
-6,4 %
2.388.616 $-164.939 $
-6,5 %
2.553.555 $-304.843 $
-10,7 %
UBS Group AG1.889.913 $-355.791 $
-15,8 %
2.245.704 $-283.406 $
-11,2 %
2.529.110 $+1.079.060 $
+74,4 %
PRINCIPAL SECURITIES, INC.2.325.176 $+47.823 $
+2,1 %
2.277.353 $-41.228 $
-1,8 %
2.318.581 $-316.469 $
-12,0 %
XTX Topco Ltd2.205.929 $+411.546 $
+22,9 %
1.794.383 $+64.183 $
+3,7 %
1.730.200 $
STIFEL FINANCIAL CORP2.122.754 $+8.893 $
+0,4 %
2.113.861 $-66.969 $
-3,1 %
2.180.830 $-173.800 $
-7,4 %
Elm3 Financial Group, LLC388.082 $-1.307.719 $
-77,1 %
1.695.801 $-234.158 $
-12,1 %
1.929.959 $-216.927 $
-10,1 %
2.146.886 $+177.400 $
+9,0 %
Beta Wealth Group, Inc.2.102.566 $-28.689 $
-1,3 %
2.131.255 $
Smith Asset Management Co., LLC1.821.450 $-193.639 $
-9,6 %
2.015.089 $+22.749 $
+1,1 %
1.992.340 $-102.395 $
-4,9 %
2.094.735 $-220.381 $
-9,5 %
AG Asset Advisory, LLC1.980.641 $+142.721 $
+7,8 %
1.837.920 $+1.567.576 $
+579,8 %
270.344 $-807.062 $
-74,9 %
Zullo Investment Group, Inc.1.182.822 $-250.825 $
-17,5 %
1.433.647 $-121.699 $
-7,8 %
1.555.346 $-251.032 $
-13,9 %
1.806.378 $-509.488 $
-22,0 %
Walser Wealth Management Company, A Ltd Liability Co1.777.202 $+107.201 $
+6,4 %
1.670.001 $
INDEPENDENT FINANCIAL GROUP, LLC1.736.478 $+926.822 $
+114,5 %
809.656 $-314.867 $
-28,0 %
1.124.523 $-123.033 $
-9,9 %
1.247.556 $-402.798 $
-24,4 %
FOUNDATIONS INVESTMENT ADVISORS, LLC1.728.708 $
Plotkin Financial Advisors, LLC1.536.363 $-48.767 $
-3,1 %
1.585.130 $-54.485 $
-3,3 %
1.639.615 $-165.644 $
-9,2 %
PARK AVENUE SECURITIES LLC1.609.000 $+1.217.000 $
+310,5 %
392.000 $+97.000 $
+32,9 %
295.000 $-20.000 $
-6,3 %
315.000 $
Covenant Asset Management, LLC1.336.887 $-85.986 $
-6,0 %
1.422.873 $-97.664 $
-6,4 %
1.520.537 $-61.881 $
-3,9 %
1.582.418 $-104.362 $
-6,2 %
Mariner, LLC934.152 $-639.111 $
-40,6 %
1.573.263 $+319.287 $
+25,5 %
1.253.976 $+226.658 $
+22,1 %
HighTower Advisors, LLC1.534.018 $+700.627 $
+84,1 %
833.391 $+26.114 $
+3,2 %
807.277 $-134.896 $
-14,3 %
Ausdal Financial Partners, Inc.1.508.862 $+113.331 $
+8,1 %
1.395.531 $+242.706 $
+21,1 %
1.152.825 $-128.429 $
-10,0 %
Vision Retirement, LLC1.372.465 $-22.526 $
-1,6 %
1.394.991 $-44.081 $
-3,1 %
1.439.072 $
ABSOLUTE INVESTMENT ADVISERS, LLC1.277.854 $-118.384 $
-8,5 %
1.396.238 $+399.612 $
+40,1 %
996.626 $
Boreal Capital Management LLC661.349 $-8.862 $
-1,3 %
670.211 $-672.092 $
-50,1 %
1.342.303 $+509.394 $
+61,2 %
C2C Wealth Management, LLC1.162.216 $-141.656 $
-10,9 %
1.303.872 $-10.487 $
-0,8 %
1.314.359 $+92.729 $
+7,6 %
1.221.630 $-43.314 $
-3,4 %
CAPTRUST FINANCIAL ADVISORS482.936 $-804.010 $
-62,5 %
1.286.946 $+256.717 $
+24,9 %
1.030.229 $-1.783.801 $
-63,4 %
Financial Engines Advisors L.L.C.1.267.048 $-11.710 $
-0,9 %
1.278.758 $+22.156 $
+1,8 %
1.256.602 $+22.430 $
+1,8 %
UMB Bank, n.a.1.190.970 $-2.970 $
-0,2 %
1.193.940 $-83.160 $
-6,5 %
1.277.100 $-152.460 $
-10,7 %
NBT BANK, N.A.1.183.752 $-2.952 $
-0,2 %
1.186.704 $-82.656 $
-6,5 %
1.269.360 $-151.536 $
-10,7 %
CITADEL ADVISORS LLC1.238.019 $
First Heartland Consultants, Inc.1.177.927 $-18.240 $
-1,5 %
1.196.167 $
Signature Equity Partners, LLC1.179.885 $+68.975 $
+6,2 %
1.110.910 $-667 $
-0,1 %
1.111.577 $+30.899 $
+2,9 %
1.080.678 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP621.289 $-117.688 $
-15,9 %
738.977 $-400.299 $
-35,1 %
1.139.276 $
NewEdge Advisors, LLC993.208 $-39.971 $
-3,9 %
1.033.179 $-104.620 $
-9,2 %
1.137.799 $-43.590 $
-3,7 %
AE Wealth Management LLC156.354 $-212.735 $
-57,6 %
369.089 $-757.693 $
-67,2 %
1.126.782 $+861.108 $
+324,1 %
OPPENHEIMER & CO INC573.588 $-53.608 $
-8,5 %
627.196 $-418.949 $
-40,0 %
1.046.145 $-76.284 $
-6,8 %
1.122.429 $-525.926 $
-31,9 %
Samalin Investment Counsel, LLC373.490 $-319.959 $
-46,1 %
693.449 $-317.833 $
-31,4 %
1.011.282 $-105.940 $
-9,5 %
1.117.222 $-178.813 $
-13,8 %
CARY STREET PARTNERS FINANCIAL LLC1.109.958 $+16.044 $
+1,5 %
1.093.914 $+101.827 $
+10,3 %
992.087 $+570.439 $
+135,3 %
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.1.099.776 $
COHEN & STEERS, INC.1.083.000 $
Arax Advisory Partners1.059.961 $+852.927 $
+412,0 %
207.034 $
Wealthspire Advisors, LLC828.894 $-95.464 $
-10,3 %
924.358 $-62.011 $
-6,3 %
986.369 $-576.040 $
-36,9 %
Janney Montgomery Scott LLC814.000 $-44.000 $
-5,1 %
858.000 $-101.000 $
-10,5 %
959.000 $-11.000 $
-1,1 %
Prosperity Wealth Management, Inc.950.240 $-432.823 $
-31,3 %
Sanctuary Advisors, LLC834.626 $+39.854 $
+5,0 %
794.772 $-130.376 $
-14,1 %
925.148 $-1.139.016 $
-55,2 %
Shay Capital LLC898.108 $
OneDigital Investment Advisors LLC643.545 $-66.126 $
-9,3 %
709.671 $-175.850 $
-19,9 %
885.521 $-118.406 $
-11,8 %
MML INVESTORS SERVICES, LLC796.457 $+78.265 $
+10,9 %
718.192 $-132.523 $
-15,6 %
850.715 $+57.351 $
+7,2 %
READYSTATE ASSET MANAGEMENT LP849.386 $+321.312 $
+60,8 %
528.074 $
Cornerstone Wealth Management, LLC769.787 $-49.073 $
-6,0 %
818.860 $-2.572 $
-0,3 %
821.432 $-26.374 $
-3,1 %
847.806 $-113.968 $
-11,8 %
Triumph Capital Management709.960 $-31.162 $
-4,2 %
741.122 $-76.530 $
-9,4 %
817.652 $-24.524 $
-2,9 %
842.176 $-531.155 $
-38,7 %
ORLEANS CAPITAL MANAGEMENT CORP/LA779.905 $-1.945 $
-0,2 %
781.850 $-54.457 $
-6,5 %
836.307 $-112.834 $
-11,9 %
Main Street Group, LTD767.236 $-39.985 $
-5,0 %
807.221 $+27.484 $
+3,5 %
779.737 $+224.034 $
+40,3 %
555.703 $+71.573 $
+14,8 %
EXENCIAL WEALTH ADVISORS, LLC735.866 $-70.720 $
-8,8 %
806.586 $-97.979 $
-10,8 %
J.W. COLE ADVISORS, INC.627.698 $-171.859 $
-21,5 %
799.557 $-108.690 $
-12,0 %
Savant Capital, LLC790.556 $
FELL CAPITAL MANAGEMENT /ADV612.707 $-60.372 $
-9,0 %
673.079 $-1.678 $
-0,2 %
674.757 $-98.598 $
-12,7 %
773.355 $
Sovran Advisors, LLC662.274 $+8.168 $
+1,2 %
654.106 $-14.869 $
-2,2 %
668.975 $-46.575 $
-6,5 %
715.550 $-1.286.829 $
-64,3 %
GHE, LLC618.944 $-1.543 $
-0,2 %
620.487 $-94.818 $
-13,3 %
715.305 $-27.633 $
-3,7 %
Advisory Advocates, LLC667.016 $+16.500 $
+2,5 %
650.516 $+501.639 $
+336,9 %
148.877 $
Sigma Planning Corp633.485 $-32.266 $
-4,8 %
665.751 $+149.393 $
+28,9 %
516.358 $-67.655 $
-11,6 %
584.013 $+32.962 $
+6,0 %
HARBOUR INVESTMENTS, INC.556.900 $-100.179 $
-15,2 %
657.079 $+354.200 $
+116,9 %
302.879 $+56.419 $
+22,9 %
MINDSET WEALTH MANAGEMENT, LLC647.223 $+24.249 $
+3,9 %
622.974 $-1.553 $
-0,2 %
624.527 $+279.000 $
+80,7 %
345.527 $-402.248 $
-53,8 %
Rockefeller Capital Management L.P.631.969 $+133.671 $
+26,8 %
498.298 $+66.723 $
+15,5 %
431.575 $-69.052 $
-13,8 %
MILLENNIUM MANAGEMENT LLC620.051 $+191.096 $
+44,5 %
Mission Hills Financial Advisory, LLC616.802 $
DIVERSIFY WEALTH MANAGEMENT, LLC371.173 $-133.399 $
-26,4 %
504.572 $-44.347 $
-8,1 %
548.919 $-55.195 $
-9,1 %
604.114 $-106.855 $
-15,0 %
HOLLENCREST CAPITAL MANAGEMENT510.240 $-50.707 $
-9,0 %
560.947 $-39.071 $
-6,5 %
600.018 $-18.967 $
-3,1 %
Presper Financial Architects, LLC588.730 $-219.390 $
-27,1 %
NWAM LLC582.173 $+53.747 $
+10,2 %
528.426 $-23.540 $
-4,3 %
551.966 $+8.205 $
+1,5 %
Cerity Partners LLC581.322 $+234.580 $
+67,7 %
Quarry LP580.857 $+165.679 $
+39,9 %
415.178 $
Arkadios Wealth Advisors560.414 $+6.018 $
+1,1 %
554.396 $+37.004 $
+7,2 %
517.392 $
WEALTH EFFECTS LLC158.837 $-398.313 $
-71,5 %
557.150 $-2.193 $
-0,4 %
559.343 $
Johnson Financial Group, LLC556.985 $
Accelerate Investment Advisors LLC460.564 $-34.243 $
-6,9 %
494.807 $-41.290 $
-7,7 %
536.097 $+166.515 $
+45,1 %
369.582 $-366.560 $
-49,8 %
Lido Advisors, LLC533.869 $+160.402 $
+42,9 %
373.467 $-23.808 $
-6,0 %
397.275 $-27.726 $
-6,5 %
Diversify Advisory Services, LLC371.173 $-133.399 $
-26,4 %
504.572 $
NWF Advisory Services Inc.455.805 $-41.443 $
-8,3 %
497.248 $+22.142 $
+4,7 %
475.106 $+13.247 $
+2,9 %
461.859 $-171.551 $
-27,1 %
Stratos Wealth Partners, LTD.496.139 $+120.587 $
+32,1 %
375.552 $
PRIVATE TRUST CO NA79.734 $-7.387 $
-8,5 %
87.121 $-363.863 $
-80,7 %
450.984 $-31.412 $
-6,5 %
482.396 $-9.936 $
-2,0 %
CHOREO, LLC436.579 $-31.717 $
-6,8 %
468.296 $-11.691 $
-2,4 %
479.987 $+244.874 $
+104,2 %
235.113 $-97.909 $
-29,4 %
Everest Financial Group LLC412.662 $-66.388 $
-13,9 %
479.050 $
DELTA FINANCIAL ADVISORS LLC319.998 $-94.565 $
-22,8 %
414.563 $-54.030 $
-11,5 %
468.593 $-100.704 $
-17,7 %
Virtu Financial LLC467.000 $+175.000 $
+59,9 %
CAHILL FINANCIAL ADVISORS INC466.488 $-300.844 $
-39,2 %
RMG Wealth Management LLC183.653 $-252.988 $
-57,9 %
436.641 $-97.315 $
-18,2 %
Avior Wealth Management, LLC299.312 $-43.368 $
-12,7 %
342.680 $-56.144 $
-14,1 %
398.824 $-27.779 $
-6,5 %
426.603 $-50.928 $
-10,7 %
Sunbelt Securities, Inc.43.416 $-369.885 $
-89,5 %
413.301 $-43.362 $
-9,5 %
Avestar Capital, LLC378.379 $-34.680 $
-8,4 %
413.059 $+266.676 $
+182,2 %
146.383 $-188.469 $
-56,3 %
World Investment Advisors383.417 $-26.229 $
-6,4 %
409.646 $
Capital Analysts, LLC397.000 $+0 $
+0,0 %
397.000 $-11.000 $
-2,7 %
408.000 $+55.000 $
+15,6 %
IHT Wealth Management, LLC359.751 $-46.085 $
-11,4 %
405.836 $+259.861 $
+178,0 %
Western Wealth Management, LLC323.515 $-27.654 $
-7,9 %
351.169 $-40.616 $
-10,4 %
391.785 $-75.394 $
-16,1 %
Red Door Wealth Management, LLC362.320 $-903 $
-0,2 %
363.223 $-25.299 $
-6,5 %
388.522 $-46.382 $
-10,7 %
Collaborative Wealth Managment Inc.380.993 $+21.265 $
+5,9 %
359.728 $-25.056 $
-6,5 %
384.784 $-45.936 $
-10,7 %
Kingsview Wealth Management, LLC168.772 $-109.403 $
-39,3 %
278.175 $-100.493 $
-26,5 %
378.668 $-41.403 $
-9,9 %
FIFTH THIRD BANCORP375.877 $+16.308 $
+4,5 %
359.569 $
Belpointe Asset Management LLC301.500 $-73.490 $
-19,6 %
374.990 $-88.086 $
-19,0 %
TPG Advisors LLC199.754 $+53.529 $
+36,6 %
146.225 $-42.152 $
-22,4 %
188.377 $-183.326 $
-49,3 %
371.703 $-43.187 $
-10,4 %
Focus Partners Wealth364.948 $+134.872 $
+58,6 %
230.076 $+69.300 $
+43,1 %
160.776 $
Rathbones Group PLC180.450 $-181.350 $
-50,1 %
361.800 $
Compound Planning, Inc.357.363 $
Advisory Solutions Group, LLC353.994 $+41.972 $
+13,5 %
312.022 $
B. Riley Wealth Advisors, Inc.303.068 $-16.459 $
-5,2 %
319.527 $+9.365 $
+3,0 %
310.162 $-41.299 $
-11,8 %
351.461 $-64.351 $
-15,5 %
Argyle Capital Partners, LLC287.912 $-26.673 $
-8,5 %
314.585 $-5.475 $
-1,7 %
320.060 $-22.293 $
-6,5 %
342.353 $-59.324 $
-14,8 %
UNITED CAPITAL FINANCIAL ADVISORS, LLC142.519 $+28.319 $
+24,8 %
114.200 $-217.179 $
-65,5 %
331.379 $
CDKV HOLDINGS LLC281.836 $-27.027 $
-8,8 %
308.863 $+2.486 $
+0,8 %
306.377 $-21.159 $
-6,5 %
327.536 $
Williams & Novak Wealth Management, LLC326.997 $
NORTHERN TRUST CORP293.745 $-20.460 $
-6,5 %
314.205 $
Creative Planning277.664 $+48.725 $
+21,3 %
228.939 $-29.587 $
-11,4 %
258.526 $-55.470 $
-17,7 %
313.996 $+63.156 $
+25,2 %
CENTAURUS FINANCIAL, INC.305.000 $+4.000 $
+1,3 %
301.000 $+3.000 $
+1,0 %
298.000 $-32.000 $
-9,7 %
Beacon Pointe Advisors, LLC302.276 $-28 $
-0,0 %
302.304 $+149.887 $
+98,3 %
152.417 $-76.749 $
-33,5 %
BRIGHTON JONES LLC298.955 $
Dodds Wealth, LLC298.158 $-35.594 $
-10,7 %
Taylor & Morgan Wealth Management, LLC222.228 $-70.498 $
-24,1 %
292.726 $+7.429 $
+2,6 %
285.297 $-11.889 $
-4,0 %
297.186 $-27.352 $
-8,4 %
THRIVENT FINANCIAL FOR LUTHERANS274.000 $+1.000 $
+0,4 %
273.000 $-21.000 $
-7,1 %
294.000 $
IAMS WEALTH MANAGEMENT, LLC264.660 $-660 $
-0,2 %
265.320 $-18.480 $
-6,5 %
283.800 $-33.880 $
-10,7 %
Wealth Care LLC278.124 $
D.A. DAVIDSON & CO.178.242 $-40.965 $
-18,7 %
219.207 $+4.121 $
+1,9 %
215.086 $-61.594 $
-22,3 %
276.680 $-66.513 $
-19,4 %
PATRON PARTNERS, LLC258.407 $+546 $
+0,2 %
257.861 $-16.795 $
-6,1 %
274.656 $-34.657 $
-11,2 %
BARCLAYS PLC268.965 $
Composition Wealth, LLC263.005 $-10.344 $
-3,8 %
StoneX Group Inc.262.636 $
Sowell Financial Services LLC261.936 $-27.719 $
-9,6 %
SYM FINANCIAL Corp247.978 $-13.915 $
-5,3 %
261.893 $+19.077 $
+7,9 %
242.816 $-5.548 $
-2,2 %
248.364 $-20.899 $
-7,8 %
NOMURA HOLDINGS INC240.600 $+62.112 $
+34,8 %
178.488 $-76.932 $
-30,1 %
255.420 $
Madison Wealth Partners, Inc175.902 $-60.739 $
-25,7 %
236.641 $-16.482 $
-6,5 %
253.123 $-337.046 $
-57,1 %
VERUS CAPITAL PARTNERS, LLC188.311 $-15.805 $
-7,7 %
204.116 $-27.858 $
-12,0 %
231.974 $-18.738 $
-7,5 %
250.712 $-27.178 $
-9,8 %
VestGen Advisors, LLC213.594 $-19.788 $
-8,5 %
233.382 $-970 $
-0,4 %
234.352 $-15.908 $
-6,4 %
250.260 $-80.416 $
-24,3 %
Prospera Financial Services Inc240.628 $+27.624 $
+13,0 %
Farther Finance Advisors, LLC155.447 $-41.867 $
-21,2 %
197.314 $-41.514 $
-17,4 %
238.828 $+68.117 $
+39,9 %
170.711 $+48.404 $
+39,6 %
INTEGRATED CAPITAL MANAGEMENT, INC.234.502 $
HB Wealth Management, LLC233.634 $
GREAT VALLEY ADVISOR GROUP, INC.227.312 $+5.384 $
+2,4 %
221.928 $-9.627 $
-4,2 %
231.555 $-35.513 $
-13,3 %
Wealth Alliance Advisory Group, LLC178.197 $-40.809 $
-18,6 %
219.006 $+3.771 $
+1,8 %
215.235 $-14.991 $
-6,5 %
230.226 $-27.485 $
-10,7 %
COMERICA BANK226.589 $-20.017 $
-8,1 %
CFO4Life Group, LLC225.208 $-26.886 $
-10,7 %
INSIGNEO ADVISORY SERVICES, LLC225.057 $+5.034 $
+2,3 %
220.023 $+45.847 $
+26,3 %
174.176 $-6.786 $
-3,7 %
PATTEN & PATTEN INC/TN196.861 $-19.506 $
-9,0 %
216.367 $+5.696 $
+2,7 %
210.671 $-8.573 $
-3,9 %
219.244 $-19.963 $
-8,3 %
Advisors Asset Management, Inc.219.223 $+213.193 $
+3.535,5 %
6.030 $
FULTON BREAKEFIELD BROENNIMAN LLC184.362 $-17.080 $
-8,5 %
201.442 $-503 $
-0,2 %
201.945 $-14.066 $
-6,5 %
216.011 $-25.787 $
-10,7 %
Institute for Wealth Management, LLC.201.832 $-13.192 $
-6,1 %
215.024 $-24.955 $
-10,4 %
Grey Ledge Advisors, LLC212.264 $-83.444 $
-28,2 %
HighPoint Advisor Group LLC210.831 $+6.289 $
+3,1 %
204.542 $+14.265 $
+7,5 %
190.277 $
McAdam, LLC168.629 $-15.622 $
-8,5 %
184.251 $-460 $
-0,2 %
184.711 $-12.878 $
-6,5 %
197.589 $
Allworth Financial LP144.671 $-37.747 $
-20,7 %
182.418 $-13.087 $
-6,7 %
195.505 $-26.232 $
-11,8 %
Disciplined Investments, LLC180.450 $-450 $
-0,2 %
180.900 $-12.600 $
-6,5 %
193.500 $-23.100 $
-10,7 %
BOOTHBAY FUND MANAGEMENT, LLC188.751 $+11.541 $
+6,5 %
177.210 $
TWO SIGMA SECURITIES, LLC166.591 $+29.806 $
+21,8 %
136.785 $-44.641 $
-24,6 %
181.426 $-95.201 $
-34,4 %
Wharton Business Group, LLC181.365 $+4.774 $
+2,7 %
176.591 $
WEDBUSH SECURITIES INC145.000 $-18.000 $
-11,0 %
163.000 $-18.000 $
-9,9 %
181.000 $+30.000 $
+19,9 %
151.000 $-40.000 $
-20,9 %
Beacon Financial Advisory LLC162.660 $-14.498 $
-8,2 %
177.158 $+3.238 $
+1,9 %
173.920 $-263 $
-0,2 %
174.183 $+2.058 $
+1,2 %
INSTRUMENTAL WEALTH, LLC140.806 $-34.569 $
-19,7 %
175.375 $+14.671 $
+9,1 %
160.704 $-10.097 $
-5,9 %
170.801 $-12.168 $
-6,7 %
SCOTIA CAPITAL INC.172.401 $+13.860 $
+8,7 %
158.541 $-10.112 $
-6,0 %
168.653 $
Corient Private Wealth LP170.206 $+53.631 $
+46,0 %
116.575 $
BlackRock, Inc.158.315 $-395 $
-0,2 %
158.710 $-11.054 $
-6,5 %
169.764 $
Integrated Wealth Concepts LLC160.348 $
Global Retirement Partners, LLC106.189 $-45.242 $
-29,9 %
151.431 $-16.342 $
-9,7 %
COMPASS FINANCIAL MANAGEMENT LLC139.629 $-5.633 $
-3,9 %
145.262 $
STEPHENS INC /AR/143.554 $+4.623 $
+3,3 %
138.931 $+7.351 $
+5,6 %
131.580 $-15.708 $
-10,7 %
McAlister, Sweet & Associates, Inc.130.304 $-11.795 $
-8,3 %
142.099 $
LANARK FINANCIAL, INC.36.928 $-73.122 $
-66,4 %
110.050 $-20.535 $
-15,7 %
130.585 $-9.096 $
-6,5 %
139.681 $
Stonebridge Financial Group, LLC/CA139.000 $
DAYMARK WEALTH PARTNERS, LLC137.625 $
Cresset Asset Management, LLC137.294 $
LEVEL FOUR ADVISORY SERVICES, LLC134.276 $
Significant Wealth Partners LLC133.413 $+2.007 $
+1,5 %
131.406 $
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC132.910 $+7.175 $
+5,7 %
125.735 $-88 $
-0,1 %
125.823 $-3.552 $
-2,7 %
129.375 $-10.117 $
-7,3 %
ELEVATUS WELATH MANAGEMENT130.690 $
Integrity Advisory Solutions, LLC128.017 $
CWM, LLC127.932 $+45.932 $
+56,0 %
82.000 $+30.000 $
+57,7 %
BSW Wealth Partners127.486 $+410 $
+0,3 %
127.076 $
TABLEAUX LLC124.447 $
CoreCap Advisors, LLC108.999 $-10.098 $
-8,5 %
119.097 $+108.243 $
+997,3 %
10.854 $-5.916 $
-35,3 %
16.770 $-11.388 $
-40,4 %
EverSource Wealth Advisors, LLC112.441 $+70.937 $
+170,9 %
41.504 $-66.433 $
-61,5 %
107.937 $-7.518 $
-6,5 %
115.455 $-13.783 $
-10,7 %
Future Financial Wealth Managment LLC110.100 $
Osbon Capital Management LLC108.379 $
Key Capital Management, INC107.975 $+95.849 $
+790,4 %
12.126 $
PNC FINANCIAL SERVICES GROUP, INC.91.259 $-3.847 $
-4,0 %
95.106 $-3.862 $
-3,9 %
98.968 $-114.326 $
-53,6 %
AMERIFLEX GROUP, INC.69.774 $-27.912 $
-28,6 %
97.686 $-144.906 $
-59,7 %
TOTH FINANCIAL ADVISORY CORP94.170 $
HARBOR INVESTMENT ADVISORY, LLC67.260 $-6.231 $
-8,5 %
73.491 $-184 $
-0,2 %
73.675 $-5.131 $
-6,5 %
78.806 $-9.408 $
-10,7 %
TD Waterhouse Canada Inc.77.340 $-8.520 $
-9,9 %
Ameritas Advisory Services, LLC74.653 $-147.806 $
-66,4 %
Parallel Advisors, LLC61.678 $-5.714 $
-8,5 %
67.392 $+13.701 $
+25,5 %
53.691 $-16.150 $
-23,1 %
69.841 $-32.018 $
-31,4 %
GILL CAPITAL PARTNERS, LLC68.114 $-170 $
-0,2 %
68.284 $
Essential Investment Partners LLC60.555 $-5.610 $
-8,5 %
66.165 $+19.734 $
+42,5 %
46.431 $-3.234 $
-6,5 %
49.665 $
Estate Planners Group, LLC64.627 $
MARSHALL INVESTMENT MANAGEMENT, LLC58.715 $+1.630 $
+2,9 %
57.085 $
Spire Wealth Management1.101 $-52.827 $
-98,0 %
53.928 $-120 $
-0,2 %
54.048 $-3.751 $
-6,5 %
57.799 $-15.551 $
-21,2 %
BARTLETT & CO. WEALTH MANAGEMENT LLC48.121 $+5.922 $
+14,0 %
42.199 $-13.756 $
-24,6 %
55.955 $
Cresta Advisors, Ltd.51.600 $
Cape Investment Advisory, Inc.41.651 $-3.858 $
-8,5 %
45.509 $-3.292 $
-6,7 %
48.801 $-5.826 $
-10,7 %
Bank of New Hampshire41.203 $-103 $
-0,2 %
41.306 $-2.877 $
-6,5 %
44.183 $-5.274 $
-10,7 %
Garton & Associates Financial Advisors LLC42.002 $
FNY Investment Advisers, LLC35.000 $-3.000 $
-7,9 %
38.000 $+0 $
+0,0 %
38.000 $-3.000 $
-7,3 %
41.000 $-5.000 $
-10,9 %
Nova Wealth Management, Inc.36.391 $-91 $
-0,2 %
36.482 $-2.541 $
-6,5 %
39.023 $-4.658 $
-10,7 %
MAI Capital Management36.180 $-2.520 $
-6,5 %
38.700 $-4.620 $
-10,7 %
Continuum Advisory, LLC36.956 $
Hamrick Investment Counsel, llc36.537 $
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.35.664 $
ROTHSCHILD INVESTMENT LLC32.409 $-81 $
-0,2 %
32.490 $-2.263 $
-6,5 %
34.753 $-4.148 $
-10,7 %
Versant Capital Management, Inc27.525 $-2.550 $
-8,5 %
30.075 $-75 $
-0,2 %
30.150 $-2.100 $
-6,5 %
32.250 $-3.850 $
-10,7 %
GHP Investment Advisors, Inc.4.812 $-27.147 $
-84,9 %
31.959 $
Nicht ausgewiesen26.466 $-66 $
-0,2 %
26.532 $-1.848 $
-6,5 %
28.380 $-3.388 $
-10,7 %
Vermillion & White Wealth Management Group, LLC26.961 $
Heritage Wealth Advisors23.098 $-57 $
-0,2 %
23.155 $-1.613 $
-6,5 %
24.768 $-2.957 $
-10,7 %
JONES FINANCIAL COMPANIES LLLP23.380 $
EASTERN BANK19.818 $-1.836 $
-8,5 %
21.654 $-54 $
-0,2 %
21.708 $-1.512 $
-6,5 %
23.220 $-2.772 $
-10,7 %
Bogart Wealth, LLC19.248 $-48 $
-0,2 %
19.296 $-1.344 $
-6,5 %
20.640 $-2.464 $
-10,7 %
Pinnacle Wealth Planning Services, Inc.16.515 $-1.530 $
-8,5 %
18.045 $-45 $
-0,2 %
18.090 $-1.260 $
-6,5 %
19.350 $
CIBC Private Wealth Group LLC19.350 $-2.310 $
-10,7 %
CX Institutional9.000 $-9.000 $
-50,0 %
18.000 $-1.000 $
-5,3 %
19.000 $-13.000 $
-40,6 %
ASSETMARK, INC18.838 $+17.659 $
+1.497,8 %
1.179 $-6.033 $
-83,7 %
7.212 $+5.948 $
+470,6 %
1.264 $-19.327 $
-93,9 %
ELEVATION WEALTH PARTNERS, LLC18.167 $
Princeton Global Asset Management LLC15.602 $-945 $
-5,7 %
16.547 $+436 $
+2,7 %
16.111 $-656 $
-3,9 %
16.767 $-1.527 $
-8,3 %
Provenance Wealth Advisors, LLC16.515 $
PIN OAK INVESTMENT ADVISORS INC16.000 $+1.000 $
+6,7 %
15.000 $-1.000 $
-6,3 %
16.000 $-8.939 $
-35,8 %
MARK SHEPTOFF FINANCIAL PLANNING, LLC15.030 $+6.000 $
+66,4 %
9.030 $
Axiom Investment Management LLC14.749 $-36 $
-0,2 %
14.785 $
IFG Advisory, LLC13.016 $
MCF Advisors LLC12.861 $
SALEM INVESTMENT COUNSELORS INC12.149 $+11.847 $
+3.922,8 %
302 $
Geneos Wealth Management Inc.3.015 $-7.950 $
-72,5 %
10.965 $-1.309 $
-10,7 %
Crewe Advisors LLC10.226 $-25 $
-0,2 %
10.251 $-714 $
-6,5 %
10.965 $-1.309 $
-10,7 %
FLAGSHIP HARBOR ADVISORS, LLC9.712 $
Moisand Fitzgerald Tamayo, LLC8.203 $-760 $
-8,5 %
8.963 $-22 $
-0,2 %
8.985 $-626 $
-6,5 %
9.611 $-1.147 $
-10,7 %
Fortitude Family Office, LLC8.442 $-588 $
-6,5 %
9.030 $-1.078 $
-10,7 %
Indiana Trust & Investment Management Co8.372 $
Coston, McIsaac & Partners8.000 $+0 $
+0,0 %
8.000 $+0 $
+0,0 %
8.000 $-166.000 $
-95,4 %
Smartleaf Asset Management LLC7.224 $+187 $
+2,7 %
7.037 $-765 $
-9,8 %
7.802 $-866 $
-10,0 %
Root Financial Partners, LLC6.450 $-3.658 $
-36,2 %
BOYD WATTERSON ASSET MANAGEMENT LLC/OH6.015 $-15 $
-0,2 %
6.030 $-420 $
-6,5 %
6.450 $-770 $
-10,7 %
GILPIN WEALTH MANAGEMENT, LLC6.166 $
Beaird Harris Wealth Management, LLC5.729 $
MCGUIRE CAPITAL ADVISORS INC5.245 $-13 $
-0,2 %
5.258 $-366 $
-6,5 %
5.624 $
Kingdom Financial Group LLC.44 $-4 $
-8,3 %
48 $-5.367 $
-99,1 %
5.415 $
Lloyd Advisory Services, LLC.5.415 $
Atlantic Union Bankshares Corp5.113 $-13 $
-0,3 %
5.126 $
TRUST CO OF VERMONT4.941 $-590 $
-10,7 %
Larson Financial Group LLC4.896 $
HIGHLINE WEALTH PARTNERS LLC3.303 $-306 $
-8,5 %
3.609 $-9 $
-0,2 %
3.618 $-252 $
-6,5 %
3.870 $-462 $
-10,7 %
Physician Wealth Advisors, Inc.3.303 $-306 $
-8,5 %
3.609 $-9 $
-0,2 %
3.618 $-252 $
-6,5 %
3.870 $-462 $
-10,7 %
Advisory Services Network, LLC3.654 $-721 $
-16,5 %
Ancora Advisors LLC3.609 $-9 $
-0,2 %
3.618 $
Sound Income Strategies, LLC2.752 $-194 $
-6,6 %
2.946 $-345 $
-10,5 %
KERR FINANCIAL PLANNING Corp2.434 $-116 $
-4,5 %
2.550 $-235 $
-8,4 %
2.785 $+34 $
+1,2 %
JFS WEALTH ADVISORS, LLC2.746 $
Wilmington Savings Fund Society, FSB2.406 $-6 $
-0,2 %
2.412 $-168 $
-6,5 %
2.580 $-308 $
-10,7 %
SIGNATUREFD, LLC2.412 $
HOEY INVESTMENTS, INC1.817 $-5 $
-0,3 %
1.822 $-126 $
-6,5 %
1.948 $-233 $
-10,7 %
Strategic Investment Solutions, Inc. /IL1.600 $+394 $
+32,7 %
1.206 $
Coastline Trust Co1.290 $-154 $
-10,7 %
FIRST HORIZON CORP1.101 $-102 $
-8,5 %
1.203 $
Tower Research Capital LLC (TRC)800 $
Privatperson793 $+71 $
+9,8 %
722 $
ST GERMAIN D J CO INC464 $
MassMutual Private Wealth & Trust, FSB22 $-2 $
-8,3 %
24 $+0 $
+0,0 %
24 $-2 $
-7,7 %
26 $-3 $
-10,3 %
HANTZ FINANCIAL SERVICES, INC.0 $
Gesamt95.157.176 $-14.752.053 $
+22,0 %
427.553.643 $+7.298.473 $
+43,4 %
405.744.366 $-30.589.299 $
+19,9 %
438.072.256 $-33.746.945 $
-6,4 %
Erweitert ×