Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF meliputi Exchange Traded Concepts, Llc, Charter Capital Management, LLC\DE, Glenmede Investment Management, LP, Modern Wealth Management, LLC, WCG Wealth Advisors LLC, Diversified Trust Co, Mount Yale Investment Advisors, LLC, Gateway Wealth Partners, LLC, Virtus Family Office LLC, Harbor Asset Planning, Inc., Evoke Wealth, Llc, Congress Wealth Management LLC / DE /, Maridea Wealth Management LLC, Kcm Investment Advisors Llc, Intellus Advisors LLC, Scott Marsh Financial, LLC, Wood Tarver Financial Group, LLC, Leo Wealth, LLC, Pinnacle Wealth Planning Services, Inc., dan Qrg Capital Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1,220,364 | 51,585 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 679,807 | 0.47 | 28,735 | 5.09 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 7,989 | 0.43 | 338 | 4.98 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 2,272,614 | 2.00 | 96,063 | 6.70 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 6,082 | 0.28 | 257 | 4.90 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 11,123 | 62.59 | 470 | 70.29 | ||||
| 2025-07-22 | 13F | Iowa State Bank | 4,750 | 201 | ||||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 14,068 | 15.38 | 595 | 20.73 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 613,385 | 2.29 | 25,928 | 6.99 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,298 | 0.39 | 97 | 5.43 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1,125 | 0.45 | 48 | 4.44 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 139,305 | 0.14 | 5,888 | 4.75 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 2,400 | 101 | ||||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 304,800 | 3.20 | 12,884 | 7.94 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7,869 | 35.23 | 333 | 41.28 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 330 | 0.30 | 14 | 0.00 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 3,424 | 0.44 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 2,438 | 28.32 | 103 | 35.53 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 35,838 | 12.68 | 1,515 | 17.82 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 2,573 | 110 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 734,389 | 1.19 | 31,043 | 5.84 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 221,629 | 0.04 | 9,368 | 4.65 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 13,097 | 26.63 | 554 | 33.57 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 39,378 | 4.51 | 1,665 | 9.33 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 5,335 | 226 | ||||||
| 2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 534,386 | 13.90 | 21,595 | 14.10 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 1,500 | 63 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 21,117 | 32.06 | 893 | 38.08 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 7,571 | 0.41 | 320 | 5.26 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 25 | 1 | ||||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 125 | 108.33 | 5 | 150.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 24,100 | 15.64 | 1,019 | 20.90 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 5,023 | 0.16 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,808 | 76 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 11,989 | 0.01 | 507 | 4.55 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 211 | 9 | ||||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 560,276 | 23,683 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 21,942 | 927 | ||||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 79,620 | 24.60 | 3,347 | 31.67 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 35,374 | 0.37 | 1,495 | 4.99 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 54,714 | 14.61 | 2,313 | 19.85 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 11,154 | 472 | ||||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 659,459 | 20.16 | 27,875 | 25.69 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 7,229 | 4.94 | 306 | 9.71 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 135,637 | 2.36 | 5,733 | 7.08 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,785,997 | 2.87 | 75,494 | 7.60 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 57,746 | 0.06 | 2,441 | 4.63 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 8,762 | 370 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 14,068 | 710.84 | 595 | 748.57 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 79,587 | 182.24 | 3,364 | 195.35 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 185,930 | 3.30 | 7,859 | 8.06 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 6,385 | 270 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,465 | 33.55 | 62 | 38.64 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 486,251 | 17.26 | 20,554 | 22.66 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 138,248 | 3.92 | 5,844 | 8.71 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5,326 | 5.95 | 225 | 10.84 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 21,275 | 1.44 | 899 | 6.14 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 11,565,365 | 1.62 | 488,868 | 6.30 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 179 | 7 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 6,198 | 0.11 | 262 | 4.40 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 12,915 | 546 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 103,308 | 0.21 | 4,430 | 6.31 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 32,345 | 0.27 | 1,367 | 5.48 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 72,790 | 3,077 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4,719,038 | 0.36 | 199,474 | 4.98 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 10,913 | 0.54 | 461 | 5.25 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 384,057 | 1.28 | 16,234 | 5.94 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 23,256 | 1.42 | 983 | 6.16 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9,001 | 2.62 | 380 | 7.34 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 699 | 0.43 | 30 | 3.57 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 8,446 | 357 | ||||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 9,760 | 0.39 | 413 | 5.10 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 12,292 | 10.69 | 520 | 15.85 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 2,529 | 88.31 | 107 | 96.30 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 305,775 | 2.17 | 12,925 | 6.88 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1,043,864 | 93.59 | 37,710 | 73.06 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 10,352 | 0.22 | 438 | 4.80 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 31,408 | 1,328 | ||||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 10,017 | 0.40 | 423 | 4.96 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 9,148 | 0.42 | 387 | 4.89 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 9,271 | 0.99 | 392 | 6.54 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 573,701 | 5.02 | 24,250 | 9.86 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 16,525 | 699 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 9,737 | 412 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 270,761 | 10.71 | 11,445 | 15.82 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 58,761 | 5.56 | 2,484 | 10.40 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 21,988 | 929 | ||||||
| 2025-07-09 | 13F | GSG Advisors LLC | 14,822 | 0.32 | 627 | 10.41 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 5,350 | 2.77 | 226 | 7.62 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 4,881 | 206 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 500 | 21 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 3,475 | 16.81 | 147 | 21.67 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 19,279 | 5.63 | 815 | 10.45 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 1,258 | 0 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 7,060 | 1.41 | 298 | 6.05 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 640 | 42.22 | 27 | 50.00 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 282 | 4.85 | ||||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 4,606 | 0.37 | 195 | 4.86 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 5,147 | 218 | ||||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 6,989 | 0.13 | 295 | 4.61 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 163,059 | 28.20 | 6,862 | 34.69 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 89,970 | 2.94 | 3,803 | 7.70 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8,419 | 19.64 | 356 | 25.00 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 23,233 | 2.67 | 982 | 7.44 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 131,198 | 0.20 | 5,546 | 7.61 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3,730,360 | 4,246.47 | 88 | -97.46 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 7,952 | 0.58 | 336 | 5.33 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 29,280 | 1,238 | ||||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 20,442 | 0.01 | 864 | 4.73 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 4,861 | 0 | ||||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 5,757 | 243 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 49,004 | 871.92 | 2,071 | 915.20 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,690,682 | 0.49 | 115,834 | 7.05 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 9,866 | 25.27 | 417 | 31.13 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 775,881 | 5.07 | 32,796 | 9.91 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 487,549 | 9.64 | 20,609 | 14.69 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 17,112 | 5.50 | 723 | 10.38 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 153,090 | 2,909.44 | 6,471 | 3,056.59 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 21,015 | 0.04 | 888 | 4.72 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 24,082 | 31.24 | 1,018 | 37.25 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 11,885 | 237,600.00 | 502 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 72,533 | 221.78 | 3,066 | 236.81 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 131,777 | 5.42 | 5,570 | 10.28 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 15,489 | 655 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 331,085 | 15.62 | 13,995 | 20.94 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 74,160 | 3,135 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 60,442 | 1.42 | 2,555 | 6.06 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 7,124 | 25.47 | 301 | 31.44 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 6,793 | 0.41 | 276 | 7.81 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 9,366 | 31.42 | 396 | 37.15 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 2,080,682 | 0.45 | 87,950 | 5.08 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 119,189 | 0.26 | 5 | 25.00 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 2,833 | 121 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 388,865 | 1.29 | 16 | 6.67 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 2,652 | 0.49 | 112 | 5.66 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2,810,643 | 3.58 | 119 | 8.26 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 9,224 | 0.15 | 390 | 4.57 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 39,404 | 23.75 | 1,666 | 29.47 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 905,165 | 30,898.80 | 38,261 | 32,601.71 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 78,802 | 1.42 | 3 | 0.00 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 10,074 | 426 | ||||||
| 2025-08-14 | 13F | Syon Capital Llc | 5,178 | 219 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8,586 | 1,551.15 | 363 | 596.15 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 4,551 | 0.04 | 192 | 4.92 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 526 | 0.38 | 22 | 4.76 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 24,400 | 1,031 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 31,943 | 17.65 | 1,350 | 23.06 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,881,756 | 1.78 | 79,542 | 6.46 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 32,736 | 5,356.00 | 1,384 | -7.18 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 328 | 14 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 8,143 | 93.33 | 344 | 102.35 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 8,139 | 344 | ||||||
| 2025-08-05 | 13F | Marion Wealth Management | 193,183 | 24.32 | 8,166 | 30.04 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 8,948 | 1.39 | 378 | 6.18 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 7,389 | 312 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 9,765 | 0.03 | 424 | 9.87 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 6,293 | 5.36 | 266 | 9.96 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 21,680 | 163.43 | 916 | 175.90 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 7,545 | 0 | ||||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 8,400 | 355 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 4,860 | 205 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,374,751 | 0.47 | 58,111 | 5.10 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 17,746 | 8.25 | 750 | 13.29 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 6,050 | 256 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 7,343,268 | 4.74 | 310,447 | 9.54 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 214,410 | 0.97 | 9,106 | 5.22 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 48,915 | 295.02 | 2,068 | 313.40 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3,701 | 0.43 | 156 | 5.41 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 1,832,085 | 3.63 | 77,442 | 8.40 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 31,907 | 4.51 | 1,349 | 9.33 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9,265 | 40.85 | 392 | 47.55 | ||||
| 2025-08-14 | 13F | Fmr Llc | 180,181 | 7.89 | 7,616 | 12.86 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 487,676 | 1.18 | 20,614 | 5.84 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4,928 | 208 | ||||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 16,794 | 0.08 | 710 | 4.88 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 336,570 | 7.87 | 14,227 | 12.83 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8,658 | 11.43 | 369 | 17.57 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6,587 | 7.81 | 278 | 13.01 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 5,468 | 0.42 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 401,259 | 11.37 | 16,961 | 21.12 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 5,913 | 250 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 366,197 | 24.39 | 15,479 | 30.12 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 1,231,705 | 0.56 | 52,074 | 5.21 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 230,697 | 12.94 | 9,752 | 18.14 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 47,244 | 9.55 | 1,997 | 14.58 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 334,657 | 2.77 | 14,146 | 7.49 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10,322 | 19.65 | 436 | 25.29 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,209,701 | 1.78 | 51,134 | 6.47 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 53,125 | 1.28 | 2,246 | 5.95 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 344,063 | 1.24 | 14,544 | 5.91 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 120,917 | 84.07 | 5,111 | 92.58 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 2,369 | 100 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 3,186,528 | 0.58 | 134,695 | 5.21 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 38,371 | 17.85 | 1,622 | 23.27 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 4,882 | 206 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 9,193 | 2.70 | 389 | 7.48 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 0 | 0 | ||||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 25,861 | 4.93 | 1,102 | 14.93 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7,590 | 16.14 | 321 | 21.21 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 607,164 | 50.12 | 25,665 | 57.03 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 545,500 | 0.11 | 23,058 | 4.72 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 4,956 | 209 | ||||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 43,571 | 2.59 | 1,842 | 7.28 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 6,988 | 295 | ||||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 4,745 | 201 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 497,035 | 2.69 | 21,010 | 7.42 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 135,757 | 1.38 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 28,088 | 31.01 | 1,187 | 37.07 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 8,870 | 0.05 | 375 | 4.47 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 50,720 | 31.50 | 2 | 100.00 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 14,260 | 603 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 304,284 | 12,862 | ||||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 7,785 | 335 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 847 | 1,412.50 | 36 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 4,860 | 205 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1,002 | 34.50 | 42 | 40.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 39,282 | 1.92 | 1,660 | 6.62 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 6,448 | 273 | ||||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 87,324 | 7.68 | 3,729 | 24.27 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 8,565 | 362 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 32,129 | 111.68 | 1,358 | 121.53 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 359 | 4.66 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 38,340 | 1.05 | 1,613 | 6.19 |
