Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF meliputi Ausdal Financial Partners, Inc., Cornerstone Planning, LLC, Semitam Bonam Llc, Accurate Wealth Management, LLC, Level Four Advisory Services, Llc, Strathmore Capital Advisors, Inc., Savvy Advisors, Inc., Duncan Williams Asset Management, LLC, XY Planning Network, Inc., Midwest Trust Co, Kathmere Capital Management, LLC, Gts Securities Llc, Claro Advisors LLC, Well Done, LLC, Alerus Financial Na, Angeles Wealth Management, Llc, SRS Capital Advisors, Inc., Proathlete Wealth Management Llc, O'shaughnessy Asset Management, Llc, dan Nbc Securities, Inc. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | CRA Financial Services, LLC | 131,120 | 8.50 | 2,577 | 8.83 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 105,069 | 5.71 | 2,065 | 6.01 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 38,145 | 35.73 | 750 | 36.18 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 290,189 | 1.94 | 5,702 | 2.26 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 137,394 | 5.38 | 2,700 | 5.68 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 480,767 | 6.68 | 9,447 | 7.01 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 1,617,265 | 3.24 | 31,779 | 3.56 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10,176 | 1,935.20 | 200 | 2,111.11 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 37,202 | 235.30 | 731 | 236.87 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 67,311 | 2.16 | 1,323 | 2.48 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 10,336 | 0.44 | 203 | 1.00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 282,553 | 5,552 | ||||||
| 2025-07-15 | 13F | Tenon Financial LLC | 137,728 | 4.99 | 2,706 | 5.33 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 792 | 16 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 362,645 | 5.91 | 7,143 | 6.49 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 380,773 | 218.33 | 7,482 | 219.33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 86,619 | 276.96 | 1,699 | 277.33 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 132,649 | 495.29 | 2,607 | 497.71 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 709,191 | 4.19 | 13,936 | 4.52 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 276,241 | 3.58 | 5,428 | 3.91 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 69,422 | 4.67 | 1,364 | 5.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,019 | 79 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 78,609 | 1.04 | 1,545 | 1.31 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 31,429 | 7.86 | 618 | 8.25 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 55,172 | 0.36 | 1,084 | 0.74 | ||||
| 2025-07-28 | 13F | Tlwm | 1,159,357 | 1.01 | 22,781 | 1.32 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1,411 | 1,019.84 | 28 | 1,250.00 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 104,724 | 10.33 | 2,058 | 10.65 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 263,792 | 5.05 | 5,184 | 5.37 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 227,043 | 17.75 | 4,461 | 18.11 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 115,980 | 1.61 | 2,279 | 1.92 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 19,653 | 22.90 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 135,146 | 5.98 | 2,656 | 6.29 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 14,968 | 294 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 23,330 | 458 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 716 | 14 | ||||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 322,223 | 1.36 | 6,332 | 1.67 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 70,078 | 1,376 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 844,898 | 8.71 | 16,602 | 9.04 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 63,067 | 7.01 | 1,239 | 7.37 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 711,259 | 4.84 | 13,976 | 5.17 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8,882,353 | 2.71 | 174,538 | 3.02 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 27,672 | 67.66 | 544 | 68.11 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 949,611 | 0.02 | 18,649 | 0.25 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 42,289 | 21.76 | 831 | 22.06 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 51,200 | 5.08 | 1,009 | 5.65 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,815,374 | 1.24 | 94,622 | 1.55 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 29,694 | 583 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 75,007 | 129.91 | 1,474 | 130.52 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 52,951 | 3.93 | 1,040 | 4.21 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 51,119 | 1,004 | ||||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 80,055 | 1,573 | ||||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 44,280 | 870 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2,415,100 | 0.25 | 47,457 | 0.56 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 102,579 | 1.16 | 2,016 | 1.46 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 196,108 | 4.91 | 3,854 | 5.24 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 25,828 | 4.20 | 508 | 4.54 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 189,438 | 20.26 | 3,722 | 20.65 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 58,306 | 3.53 | 1,146 | 4.00 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 40,461 | 11.08 | 795 | 11.50 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 10,864 | 213 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 173,053 | 4.75 | 3,400 | 5.07 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 56,905 | 7.14 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 28,179 | 96.78 | 554 | 97.50 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 319,044 | 1.67 | 6,269 | 1.98 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 47,010 | 2.15 | 924 | 2.44 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 901,386 | 6.76 | 17,711 | 7.07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4,000,991 | 10.91 | 78,619 | 11.25 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7,265 | 7.85 | 143 | 8.40 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 428,670 | 8,423 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,426,509 | 0.23 | 47,681 | 0.53 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 27,241 | 13.20 | 535 | 14.32 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 55,384 | 24.80 | 1,088 | 25.20 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 198,093 | 8.19 | 3,893 | 8.53 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 59 | 1 | ||||||
| 2025-07-07 | 13F | Horizons Wealth Management | 186,355 | 1.23 | 3,662 | 1.53 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 508,564 | 1.02 | 9,993 | 1.33 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 102,039 | 10.06 | 2,005 | 10.41 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 168,329 | 27.39 | 3,308 | 27.78 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 7,400 | 211 | ||||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 20,300 | 7.80 | 399 | 8.15 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 692,706 | 12.73 | 13,612 | 13.08 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 62,785 | 2.13 | 1,234 | 2.41 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5,433 | 0.43 | 107 | 0.95 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 479,795 | 0.35 | 9,428 | 0.65 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 658 | 0 | ||||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 432,241 | 3.19 | 8,513 | 3.63 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 41,522 | 279.68 | 816 | 280.84 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 241,046 | 20.01 | 4,737 | 20.45 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 41,522 | 816 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 200,699 | 4 | ||||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 46,712 | 4.48 | 918 | 4.80 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 32,982 | 0.56 | 648 | 0.93 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8,320 | 8.97 | 163 | 9.40 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 174,068 | 4.53 | 3,420 | 4.84 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 40,410 | 1.55 | 794 | 1.93 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 47,700 | 64.28 | 934 | 67.38 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 17,885 | 3.24 | 351 | 3.54 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 52,410 | 38.46 | 1,030 | 39.62 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 390,775 | 3.98 | 8 | 0.00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 101,114 | 2 | ||||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 116,613 | 0.53 | 2,292 | 0.84 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 748,053 | 1.76 | 14,699 | 2.08 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 28,040 | 0.50 | 551 | 0.73 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 14,589 | 110.43 | 287 | 111.85 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 80,878 | 0.87 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 5,142,382 | 1,914.23 | 262 | -94.78 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 50,644 | 3.28 | 995 | 3.65 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 49,557,795 | 70.04 | 973,811 | 70.56 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 336,298 | 3.33 | 6,608 | 4.01 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 18,370 | 361 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,524 | 30 | ||||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 343,326 | 4.25 | 6,746 | 4.57 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 439,971 | 2.17 | 8,645 | 2.49 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 30,631 | 86.51 | 602 | 87.23 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 613,937 | 5.81 | 12 | 9.09 | ||||
| 2025-07-08 | 13F | Red Spruce Capital, LLC | 496,580 | 0.29 | 9,758 | 0.60 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 17,278 | 54.56 | 340 | 55.50 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1,973 | 39 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2,777,610 | 2.98 | 54,580 | 3.29 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 262,997 | 10.41 | 5,168 | 10.74 | ||||
| 2025-07-16 | 13F | Kirr Marbach & Co Llc /in/ | 684,997 | 4.38 | 13,460 | 4.70 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 139,729 | 2,722 | ||||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 31,865 | 130.04 | 626 | 131.00 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 114,769 | 2.08 | 2,255 | 2.41 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 63,627 | 3.04 | 1,250 | 3.39 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 193,320 | 14.62 | 4 | 0.00 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 40,067 | 2.17 | 1 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,419,533 | 4.56 | 27,894 | 4.88 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 205,294 | 0.55 | 4,034 | 0.88 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 37,879 | 188.84 | 744 | 190.63 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 32,841 | 135.00 | 645 | 136.26 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 33,799 | 110.87 | 664 | 112.14 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 243,148 | 58.35 | 4,778 | 58.81 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 46,113 | 3.44 | 906 | 3.78 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 44,181 | 868 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 242,656 | 11.34 | 4,768 | 11.69 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 33,613 | 0.05 | 660 | 0.30 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 30,660 | 0.99 | 601 | 1.52 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 30,044 | 7.89 | 590 | 8.26 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 27,710 | 5.93 | 545 | 6.25 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 622,372 | 4.10 | 12,230 | 4.42 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6,224,885 | 4.84 | 122,319 | 5.16 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 266,894 | 4.05 | 5,244 | 4.38 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 14,949 | 12.47 | 294 | 12.69 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 61,306 | 18.82 | 1,205 | 19.21 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 14,629 | 14.14 | 287 | 14.34 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 132,734 | 136.86 | 2,608 | 137.74 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 22,926 | 0.08 | 450 | 0.45 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 39,261 | 1.08 | 771 | 1.45 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 567,995 | 0.34 | 11,161 | 0.65 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 334,549 | 4.03 | 6,574 | 4.35 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 1,675,353 | 5.68 | 32,921 | 6.00 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 82,907 | 1.08 | 1,629 | 1.43 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 18,700 | 23.03 | 367 | 23.57 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 84,539 | 1.49 | 1,661 | 1.84 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 17,744 | 31.71 | 348 | 32.44 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1,086,314 | 3.83 | 21,346 | 4.15 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 15,824 | 10.69 | 311 | 11.47 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 50,773 | 17.73 | 1 | |||||
| 2025-08-07 | 13F | SFE Investment Counsel | 245,436 | 14.01 | 4,823 | 14.35 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 204,481 | 17.09 | 4,018 | 17.45 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 178,168 | 0.86 | 3,501 | 1.18 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 55,991 | 1.03 | 1,100 | 1.38 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 784,423 | 4.18 | 15,414 | 4.49 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 179,761 | 10.95 | 3,532 | 11.31 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 373,666 | 2.60 | 7,343 | 2.92 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 90,300 | 5.50 | 1,774 | 5.85 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 200,579 | 0.23 | 3,941 | 0.54 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 15,758 | 55.77 | 310 | 56.06 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 67,181 | 7.88 | 1,320 | 8.29 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 67,105 | 1,319 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 72,014 | 610.06 | 1,415 | 614.65 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 21,335 | 12.67 | 419 | 13.24 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 73,460 | 3.00 | 1,443 | 3.29 | ||||
| 2025-08-01 | 13F | GPM Growth Investors, Inc. | 437,196 | 4.02 | 8,591 | 4.34 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 51 | 1 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 36,297 | 1.24 | 713 | 1.57 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 17,696 | 6.39 | 348 | 6.77 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 923,717 | 15.12 | 18 | 20.00 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 9,300 | 210.00 | 183 | 213.79 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 507,778 | 2.22 | 9,978 | 2.53 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 4,134 | 1.08 | 81 | 1.25 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 75,825 | 45.50 | 1,490 | 45.98 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 439,526 | 10.78 | 8,637 | 11.12 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 749,951 | 23.08 | 14,737 | 23.46 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 177,805 | 1.46 | 3,494 | 1.75 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,060,598 | 7.09 | 20,841 | 7.41 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 218,666 | 5.96 | 4,297 | 6.28 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 6,383 | 125 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 32,547 | 89.41 | 638 | 89.88 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 64,421 | 10.90 | 1,266 | 11.26 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 162,917 | 0.01 | 3,201 | 0.47 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 127,781 | 9.69 | 2,511 | 9.99 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 301,243 | 6.87 | 5,919 | 7.21 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 76,078 | 1.85 | 1,495 | 2.12 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 90,975 | 9.32 | 1,788 | 9.63 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 173,665 | 21.13 | 3,413 | 21.51 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 174,244 | 15.44 | 3,424 | 15.80 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1,725 | 0.47 | ||||||
| 2025-08-08 | 13F | Financial Life Planners | 20,731 | 6.47 | 407 | 6.82 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 24,418 | 1.01 | 480 | 1.27 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,298,090 | 13.28 | 26 | 13.64 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 244,051 | 0.11 | 4,796 | 0.42 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 16,125 | 42.66 | 317 | 42.34 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 88,408 | 9.36 | 1,737 | 9.73 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 18,950 | 372 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 2,410,055 | 5.36 | 47,358 | 5.68 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 42,859 | 1.94 | 842 | 2.31 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 26,383 | 0.72 | 518 | 0.97 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 30,131 | 0.23 | 592 | 0.68 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1,085,086 | 15.59 | 21,322 | 15.94 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 2,984,509 | 13.90 | 58,646 | 14.25 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 295,702 | 2.86 | 5,811 | 3.18 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 512,527 | 4.64 | 10,071 | 4.96 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5,250,884 | 4.41 | 103,180 | 4.73 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 16,195 | 7.82 | 318 | 8.16 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 12,489 | 0.01 | 245 | 0.41 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 21,549 | 40.18 | 423 | 40.53 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 11,992 | 236 | ||||||
| 2025-07-21 | 13F | River Street Advisors LLC | 131,491 | 8.82 | 2,584 | 9.13 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 36,181 | 7.90 | 711 | 8.23 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 58,921 | 7.92 | 1,158 | 8.23 |
