Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF meliputi First International Bank of Israel Ltd., Tableaux Llc, Cornerstone Planning, LLC, Semitam Bonam Llc, Strathmore Capital Advisors, Inc., Pacific Wealth Strategies Group, Inc., Fca Corp /tx, Accurate Wealth Management, LLC, XY Planning Network, Inc., Duncan Williams Asset Management, LLC, Thrivent Financial For Lutherans, Alerus Financial Na, Optimum Investment Advisors, Angeles Wealth Management, Llc, O'shaughnessy Asset Management, Llc, SRS Capital Advisors, Inc., Proathlete Wealth Management Llc, Nbc Securities, Inc., Creekmur Asset Management LLC, dan SOUTH STATE Corp .
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 | 101,234 | 4.13 | 2,074 | 4.85 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 761 | 16 | ||||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 40,399 | 825 | ||||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 116,587 | 5.67 | 2,389 | 6.37 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 5,303 | 1.14 | 109 | 1.89 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 746,650 | 26.27 | 15,299 | 27.14 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9,808 | 1,861.60 | 201 | 1,900.00 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 465,429 | 6.25 | 9,537 | 6.98 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 23,205 | 86.75 | 475 | 88.49 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 55,208 | 0.53 | 1,131 | 1.25 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 91,190 | 21.66 | 1,868 | 22.49 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 401,982 | 13.93 | 8,237 | 14.72 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 12,220 | 0.22 | 250 | 0.81 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 81,953 | 57.85 | 1,679 | 59.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 264,053 | 13.30 | 5,424 | 14.36 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 20,049 | 411 | ||||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 53,675 | 6.98 | 1,100 | 7.64 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 30,218 | 7.74 | 619 | 8.60 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 36,673 | 751 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,303 | 68 | ||||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 310,401 | 0.93 | 6,360 | 1.63 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 224,087 | 84.51 | 4,592 | 86.85 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 147,848 | 60.82 | 3,029 | 61.98 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 973,575 | 510.53 | 19,949 | 514.73 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 30,225 | 13.21 | 1 | |||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 73,272 | 0.09 | 1,501 | 0.81 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 56,627 | 3.51 | 1,160 | 4.22 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 75,635 | 0.81 | 1,550 | 1.51 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 808,689 | 3.10 | 16,570 | 3.82 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 111,474 | 1.50 | 2,284 | 2.24 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 178,477 | 4.48 | 3,657 | 5.18 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 20,219 | 31.05 | 414 | 32.27 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 985,783 | 6.69 | 20,202 | 7.42 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 20,235 | 11.35 | 415 | 12.20 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 1,627,839 | 5.48 | 33,354 | 6.20 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,718 | 35 | ||||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 914,990 | 19.56 | 18,721 | 20.21 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 35,564 | 728 | ||||||
| 2025-07-28 | 13F | Tlwm | 1,356,426 | 0.07 | 27,793 | 0.76 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 25,664 | 6.77 | 1 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 641,989 | 37.14 | 13,155 | 38.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 145,270 | 11.23 | 2,977 | 12.01 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 26,694 | 67.06 | 547 | 68.00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 29,483 | 3.13 | 604 | 3.96 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 24,792 | 508 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 19,353 | 40.23 | 397 | 41.43 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 46,622 | 19.86 | 955 | 20.73 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 198,214 | 6.64 | 4,061 | 7.38 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 74,630 | 1,529 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2,289,871 | 0.13 | 46,919 | 0.82 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 28,435 | 45.33 | 583 | 46.23 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 10,000 | 205 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 103,997 | 4.21 | 2,131 | 4.93 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 48,315 | 989 | ||||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 16,045 | 1.15 | 329 | 1.86 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 51,786 | 0.84 | 1,061 | 1.73 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 175,931 | 20.66 | 3,605 | 21.47 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 163,331 | 3.81 | 3,347 | 4.53 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 140,336 | 5.04 | 2,876 | 5.78 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 31,785 | 6.68 | 651 | 7.43 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,654,851 | 13.97 | 54,398 | 14.75 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 7,786 | 1,630.22 | 160 | 1,666.67 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 28,818 | 590 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 34,399 | 13.45 | 705 | 14.10 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 40 | 1 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 61,551 | 10.31 | 1,261 | 11.10 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 18,925 | 35.05 | 388 | 37.23 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 132,615 | 11.29 | 2,717 | 12.09 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 63,086 | 26.59 | 1,293 | 27.42 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 488,989 | 0.81 | 10,019 | 1.51 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 20,506 | 2.53 | 417 | 3.47 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 29,000 | 74.70 | 594 | 76.26 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 121,906 | 14.68 | 2,498 | 15.44 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 31,524 | 0.96 | 646 | 1.57 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 11,048 | 226 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 601,372 | 13.64 | 12,322 | 14.42 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 114,227 | 4.59 | 2,341 | 5.31 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 65,415 | 2.41 | 1,340 | 3.16 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 133,861 | 4,760 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 635 | 0 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 117,637 | 3.91 | 2,410 | 4.65 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 499,685 | 0.44 | 10,239 | 1.13 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 29,270 | 17.75 | 601 | 18.58 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 298,634 | 22.71 | 6,110 | 23.43 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 101,207 | 1.74 | 2,074 | 2.42 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 68,914 | 15.29 | 1,412 | 16.12 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 760,675 | 6.83 | 15,586 | 7.57 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 45,829 | 4.50 | 939 | 5.27 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 391,607 | 5.17 | 8 | 14.29 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 567,164 | 4.14 | 11,621 | 4.86 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 35,382 | 37.60 | 725 | 38.43 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 272,871 | 3.51 | 5,591 | 4.86 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 130,475 | 8.60 | 2,673 | 9.33 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 144,542 | 0.31 | 2,962 | 0.99 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 38,492 | 55.21 | 789 | 57.92 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 90,562 | 2.68 | 1,856 | 3.40 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 50,358 | 2.65 | 1,032 | 3.31 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 38,789 | 14.91 | 795 | 15.74 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 26,740 | 0.53 | 548 | 1.11 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 34,115 | 41.73 | 694 | 44.58 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2,872,278 | 2,281.48 | 140 | -94.30 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 2,900 | 59 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,430 | 29 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 5,274,692 | 4.49 | 108,078 | 5.21 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7,397,729 | 2.89 | 151,579 | 3.59 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 23,686 | 34.22 | 485 | 35.10 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 10,433 | 0 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 67,227 | 0.89 | 1,377 | 1.62 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2,696,392 | 3.79 | 55,249 | 4.50 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 45,604 | 6.52 | 934 | 7.23 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 421,960 | 3.57 | 8,646 | 4.28 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 730,147 | 1.19 | 14,961 | 1.89 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1,904 | 39 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 4,341,009 | 2.14 | 88,947 | 2.84 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 86,877 | 1,749 | ||||||
| 2025-07-16 | 13F | Kirr Marbach & Co Llc /in/ | 503,314 | 5.87 | 10,313 | 6.59 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 234,549 | 13.14 | 4,806 | 13.92 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 120,148 | 2.57 | 2,445 | 3.69 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 328,971 | 1.10 | 6,741 | 1.80 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 44,124 | 88.54 | 904 | 89.92 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 161,155 | 32.20 | 3 | 50.00 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 1,710,969 | 9.52 | 34,938 | 10.71 | ||||
| 2025-08-14 | 13F | Leisure Capital Management | 148,373 | 0.43 | 3,040 | 1.13 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 216,358 | 61.50 | 4,433 | 62.62 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 10,044 | 0.29 | 206 | 0.99 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,196,457 | 6.76 | 24,515 | 7.49 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 78,285 | 2 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 665,407 | 1,132.67 | 13,634 | 1,141.71 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 36,683 | 138.60 | 752 | 140.71 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 66,371 | 120.63 | 1,360 | 122.06 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 22,115 | 9.94 | 453 | 10.76 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 10,076 | 1.00 | 206 | 1.48 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 28,240 | 1.11 | 575 | 2.14 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 60,951 | 45.11 | 1,249 | 46.14 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 349,147 | 0.41 | 7,154 | 1.10 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 184,596 | 0.95 | 3,777 | 1.48 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 19,830 | 8.18 | 406 | 8.85 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 315,050 | 8.12 | 6 | 20.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 7,274,063 | 24.93 | 149,046 | 25.79 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 61,821 | 3.47 | 1,267 | 4.20 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 87,581 | 103.61 | 1,795 | 105.03 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 12,587 | 103.48 | 258 | 105.60 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 51,772 | 18.36 | 1,061 | 19.10 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 579 | 12 | ||||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 117,427 | 1.97 | 2,406 | 2.69 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 26,261 | 0.05 | 538 | 0.75 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7,106 | 2.76 | 146 | 3.57 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 285,523 | 20.15 | 5,850 | 20.97 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 189,966 | 18.16 | 3,892 | 18.99 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 8,568 | 17.43 | 176 | 18.24 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 498,000 | 10,204 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 477,748 | 9.94 | 10 | 12.50 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 78,759 | 1.14 | 1,614 | 1.83 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 58,922 | 4.31 | 1,207 | 5.05 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 393,115 | 1.76 | 8 | 14.29 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 196,902 | 16.91 | 4,035 | 17.71 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 915,236 | 16.70 | 19 | 20.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 391 | 51.55 | 8 | 60.00 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 350,356 | 9.99 | 7,179 | 10.74 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 165,408 | 2.43 | 3,389 | 3.13 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 581,680 | 35.67 | 11,919 | 36.60 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 172,127 | 0.74 | 3,527 | 1.41 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 49 | 1 | ||||||
| 2025-08-01 | 13F | GPM Growth Investors, Inc. | 653,878 | 5.62 | 13,398 | 6.34 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 53,313 | 27.09 | 1,092 | 28.02 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 38,339 | 9.14 | 786 | 9.94 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 20,605 | 13.18 | 422 | 14.05 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 106,052 | 8.19 | 2,173 | 8.98 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 51,685 | 12.84 | 1,059 | 13.63 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 165,673 | 16.85 | 3,395 | 17.64 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 14,178 | 291 | ||||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 16,417 | 0.18 | 336 | 0.90 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 395,585 | 4.07 | 8,106 | 4.78 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 30,147 | 7.36 | 618 | 8.06 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 721,036 | 17.18 | 14,774 | 17.99 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 5,547 | 114 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 768,603 | 6.71 | 15,749 | 7.44 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 186,475 | 5.88 | 3,821 | 6.61 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 222,696 | 6.64 | 4,563 | 7.39 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,367,938 | 1.29 | 69,009 | 1.99 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 421,105 | 9.96 | 8,628 | 10.71 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 290,838 | 6.78 | 5,959 | 7.52 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2,455 | 5.64 | ||||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 74,920 | 2.20 | 1,535 | 2.95 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 33,885 | 2.06 | 694 | 2.81 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 147,905 | 5.95 | 3,031 | 6.69 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 965,775 | 3.38 | 19,789 | 4.09 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 228,313 | 0.44 | 4,678 | 1.15 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4,783,420 | 2.32 | 98,012 | 3.02 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 778,550 | 9.38 | 16 | 7.14 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,569,972 | 0.30 | 32,169 | 0.99 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 504,936 | 5.37 | 10,346 | 6.10 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 995,005 | 17.25 | 20,388 | 18.06 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 2,157,631 | 13.24 | 44,210 | 14.02 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 432,616 | 1.25 | 8,864 | 1.96 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 162,437 | 4.92 | 3,326 | 5.62 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5,010 | 0.20 | 103 | 0.99 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 222,433 | 9.25 | 4,558 | 9.99 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 24,087 | 26.55 | 494 | 27.39 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 159,590 | 30.12 | 3,270 | 31.02 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 20,734 | 40.20 | 425 | 41.33 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 58,314 | 7.64 | 1,195 | 8.35 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 119,171 | 0.40 | 2,442 | 1.08 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 22,117 | 50.03 | 453 | 51.00 |
