Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF meliputi Jane Street Group, Llc, Cornerstone Management, Inc., Trust Co Of Toledo Na /oh/, Legacy Capital Wealth Management, Llc, Tudor Investment Corp Et Al, Tactive Advisors, LLC, Fischer Investment Strategies, Llc, Clear Creek Financial Management, LLC, Nikulski Financial, Inc., Unique Wealth, Llc, Snowden Capital Advisors LLC, OneAscent Wealth Management LLC, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Principle Wealth Partners Llc, Visionary Wealth Advisors, Summit Financial, LLC, Wealth Management Nebraska, Harbor Asset Planning, Inc., Bank of New York Mellon Corp, dan Stark Wealth Management LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | St Germain D J Co Inc | 38 | 5 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 929 | 0.22 | 119 | 13.33 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 2,064 | 16.61 | 265 | 31.84 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 39,809 | 4.76 | 5,121 | 18.46 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7,124 | 7.91 | 916 | 21.97 | ||||
| 2025-07-18 | 13F | Vicus Capital | 33,680 | 12.20 | 4,332 | 26.89 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 11,851 | 1.26 | 1,524 | 14.50 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 956 | 119 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 76,373 | 268.13 | 9,824 | 316.23 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 81,712 | 6.45 | 10,511 | 20.36 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 8,578 | 1,103 | ||||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 6,406 | 2.78 | 824 | 16.22 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 178 | 61.82 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 121,320 | 6.93 | 15,605 | 20.91 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 41,797 | 1,318.77 | 5,376 | 1,504.78 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 4,864 | 12.44 | 626 | 27.03 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 19,570 | 204.35 | 3 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 40,489 | 20.90 | 5,208 | 36.73 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,808,790 | 4.61 | 361,295 | 18.28 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 103,962 | 38.04 | 13,373 | 56.09 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 2,034 | 0 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 2,092 | 269 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2,324 | 4.73 | 299 | 18.25 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4,647 | 598 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1,437 | 1.20 | 163 | -6.86 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 8,612 | 0.38 | 1,108 | 13.54 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8,097 | 54.58 | 1,041 | 74.96 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 145,936 | 1.57 | 18,772 | 14.85 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 226 | 0 | ||||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 1,589 | 204 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,112 | 49.87 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 22,835 | 12.42 | 2,937 | 27.14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 77,981 | 2.30 | 10,031 | 15.66 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 12,848 | 11.07 | 1,462 | -2.27 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 3,548 | 11.47 | 456 | 25.97 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 14,814 | 1.12 | 1,906 | 14.35 | ||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, Llc | 8,786 | 1,085 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 1,890 | 0.27 | 243 | 13.55 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,924 | 247 | ||||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 98,815 | 237.71 | 12,711 | 281.91 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 106,552 | 0.93 | 13,706 | 14.11 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1,754 | 226 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 35,862 | 20.32 | 4,722 | 39.29 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 465,289 | 0.57 | 59,850 | 13.71 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,325 | 0.23 | 170 | 13.33 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 28,964 | 11.11 | 3,728 | 25.66 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 1,660 | 214 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 27,884 | 3,587 | ||||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 9,955 | 1.23 | 1,132 | -6.75 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 294,732 | 31.58 | 37,911 | 48.78 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 388 | 50 | ||||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 6,397 | 6.23 | 823 | 20.00 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 558,008 | 102.31 | 71,777 | 128.76 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 546,873 | 11.44 | 70,344 | 26.01 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 597,656 | 7.56 | 76,877 | 21.62 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 905 | 116 | ||||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 99,457 | 3.81 | 12,793 | 17.38 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10,084 | 1,297 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 9,116 | 1,173 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,059 | 130.16 | 651 | 157.94 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 161 | 0.62 | 21 | 11.11 | ||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 2,025 | 10.96 | 230 | 2.22 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 120 | 15 | ||||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 7,388 | 950 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 5,053 | 5.31 | 650 | 19.08 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 14,874 | 1,913 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 133,371 | 27.38 | 17,156 | 44.03 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 9,322 | 26.50 | 1,199 | 43.08 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 1,739 | 224 | ||||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 1,959 | 252 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 43,532 | 6.65 | 5,599 | 20.59 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,028 | 281.92 | 261 | 333.33 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 2,456 | 316 | ||||||
| 2025-08-07 | 13F | Davidson Capital Management Inc. | 389,462 | 43.21 | 50,096 | 61.93 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 3,247 | 418 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 16,000 | 2,058 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 119,851 | 0.00 | 15,416 | 13.07 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 261,537 | 28.06 | 33,610 | 45.48 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 33,610 | 81.24 | 4,323 | 104.98 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 22,304 | 182.54 | 2,869 | 219.49 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 72,404 | 3.42 | 9,313 | 16.94 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 26,228 | 169.06 | 3,374 | 204.42 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 2,826 | 9.07 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 29,653 | 10.15 | 3,814 | 24.56 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 2,671 | 344 | ||||||
| 2025-07-15 | 13F | Unified Investment Management | 1,565 | 201 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 3,200 | 28.00 | 412 | 44.72 | |||
| 2025-08-04 | 13F | Atria Investments Llc | 27,574 | 71.49 | 3,547 | 93.88 | ||||
| 2025-09-03 | 13F | American Trust | 8,255 | 1,062 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 39,122 | 5 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 60,369 | 6.61 | 7,765 | 20.56 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 6,107 | 2.60 | 786 | 16.10 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 6,396 | 823 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 481 | 62 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 11,059 | 0.09 | 1,423 | 13.22 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 1,681 | 216 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 2,896 | 0.56 | 373 | 13.76 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 15,436 | 28.12 | 1,986 | 44.89 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 30,701 | 2.92 | 3,949 | 16.36 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 290 | 0.35 | 37 | 15.63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 878,913 | 0.33 | 113,055 | 13.45 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 5,992 | 15.72 | 771 | 30.73 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 2,136 | 6.59 | 275 | 20.70 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 89 | 32.84 | 11 | 57.14 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 17,033 | 51.88 | 2,202 | 71.42 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4,627 | 1.74 | 595 | 15.09 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,649 | 212 | ||||||
| 2025-08-14 | 13F | Jupiter Wealth Management LLC | 16,050 | 2,120 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 231,259 | 62.27 | 29,747 | 83.48 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 2,734 | 55.69 | 352 | 76.38 | ||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 34,019 | 6.33 | 4,376 | 20.23 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 76,881 | 0.11 | 9,889 | 13.20 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 4,800 | 617 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15,352 | 6.60 | 1,975 | 20.51 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 65,307 | 1.46 | 8,400 | 14.72 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 163,585 | 0.78 | 21,042 | 13.95 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 3,516 | 31.10 | 452 | 48.20 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 6,351 | 10.05 | 817 | 24.39 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1,299 | 0.15 | 148 | -8.12 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 89,549 | 1.71 | 11,523 | 15.06 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 2,614 | 1.91 | 345 | 18.15 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 19,506 | 75.71 | 2,509 | 98.81 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 21,579 | 3.29 | 2,776 | 16.79 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,602 | 206 | ||||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 32,521 | 3.99 | 4,183 | 17.60 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 4,872 | 627 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 21,189 | 8.62 | 2,726 | 22.80 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 18,716 | 5.85 | 2,407 | 19.69 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 307,733 | 5.42 | 40 | 18.18 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6,504 | 837 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 2,040 | 6.19 | 262 | 20.18 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 12,155 | 1,563 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 14,000 | 1,801 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 2,348 | 48.42 | 302 | 68.72 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 671 | 24.49 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 209 | 27 | ||||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 453 | 58 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 12,899 | 1,659 | ||||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 51,004 | 1,550.08 | 6,561 | 1,768.95 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 2,284 | 294 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 12,983 | 6.70 | 1,670 | 20.66 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 59,193 | 1.22 | 7,614 | 10.19 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 6,603 | 196.36 | 753 | 95.58 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 6,542 | 30.32 | 857 | 42.90 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 667,770 | 5.02 | 85,895 | 18.75 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 4,719 | 38.02 | 1 | |||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 9,204 | 331.30 | 1,184 | 388.84 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 244,363 | 16.07 | 31,432 | 31.25 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 225,618 | 0.35 | 29 | 16.00 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 106,346 | 53.39 | 13,679 | 73.46 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 2,393 | 28.17 | 308 | 44.81 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 4 | 1 | ||||||
| 2025-08-07 | 13F | Guardian Partners Inc. | 7,938 | 25.13 | 1,028 | 45.26 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 33,177 | 53.29 | 4,268 | 73.31 | ||||
| 2025-08-01 | 13F | GPM Growth Investors, Inc. | 11,693 | 0.50 | 1,504 | 13.68 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 3,141 | 69.42 | 404 | 92.38 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 8,083 | 1,040 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 19,466 | 8.79 | 2,504 | 23.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 525 | 68 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 28,278 | 173.51 | 3,637 | 209.27 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 453,697 | 20.53 | 58,397 | 36.29 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 122,141 | 15,711 | ||||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 36,907 | 0.08 | 4,747 | 13.16 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 9,221 | 0.67 | 1,186 | 13.82 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 2,113 | 272 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5,994 | 132.42 | 771 | 163.14 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 2,667 | 12.82 | 343 | 27.99 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4,212 | 5.06 | 542 | 18.64 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 17,662 | 3.50 | 2,272 | 17.00 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 87,802 | 92.03 | 11,294 | 117.13 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 3,212 | 13.42 | 413 | 28.26 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 3,025 | 9.56 | 376 | 24.50 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 2,962 | 22.19 | 381 | 38.55 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 1,715 | 221 | ||||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 12,091 | 1,555 | ||||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 2,551 | 328 | ||||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 17,046 | 9.17 | 2,193 | 23.42 | ||||
| 2025-05-27 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 46,172 | 8.36 | 5,253 | -0.21 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 16,302 | 20.22 | 2,097 | 35.93 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 1,737 | 223 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 216 | 28 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 14,036 | 9.36 | 1,805 | 23.63 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 18,571 | 2,389 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 5,152 | 27.43 | 663 | 44.23 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 7,584 | 53.71 | 976 | 73.49 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 20,721 | 10.80 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 46,200 | 5,943 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 6,877 | 116.67 | 885 | 144.88 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 20,252 | 4.72 | 2,605 | 18.41 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,420 | 183 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 8,644 | 6.78 | 1,112 | 20.76 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3,062 | 394 | ||||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 10,397 | 9.64 | 1,337 | 24.03 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 2,407 | 0.59 | 314 | 15.44 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2,327 | 10.45 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 316,066 | 4.24 | 40,657 | 17.86 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 15,881 | 0.96 | 2,043 | 14.14 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 4,351 | 106.60 | 566 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 12,739 | 336.42 | 1,639 | 393.37 |
