Grundläggande statistik
| Institutionella ägare | 357 total, 357 long only, 0 short only, 0 long/short - change of 3,76% MRQ |
| Genomsnittlig portföljallokering | 0.4758 % - change of −7,89% MRQ |
| Institutionella aktier (lång) | 157 901 007 (ex 13D/G) - change of 26,76MM shares 20,41% MRQ |
| Institutionellt värde (lång) | $ 2 897 097 USD ($1000) |
Institutionellt ägande och aktieägare
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF (US:BSCR) har 357 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 157,901,007 aktier. Största aktieägare inkluderar Lido Advisors, LLC, Morgan Stanley, Wells Fargo & Company/mn, LPL Financial LLC, Laurel Wealth Advisors LLC, Bank Of America Corp /de/, UBS Group AG, Raymond James Financial Inc, Invesco Ltd., and Hartland & Co., LLC .
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF (NasdaqGM:BSCR) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 8, 2025 is 19,76 / share. Previously, on September 9, 2024, the share price was 19,73 / share. This represents an increase of 0,13% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 137 394 | 5,38 | 2 700 | 5,68 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 1 617 265 | 3,24 | 31 779 | 3,56 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 37 202 | 235,30 | 731 | 236,87 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 242 104 | −1,77 | 4 757 | −1,47 | ||||
| 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 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 24 482 | −22,15 | 481 | −21,92 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 11 902 | 0,00 | 234 | 0,00 | ||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 86 619 | 276,96 | 1 699 | 277,33 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 13 004 | 0,00 | 256 | 0,39 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 16 104 | −2,29 | 316 | −1,86 | ||||
| 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 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 31 429 | 7,86 | 618 | 8,25 | ||||
| 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 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 173 429 | −3,79 | 3 408 | −3,51 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 27 952 | −98,87 | 549 | −98,87 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 104 724 | 10,33 | 2 058 | 10,65 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 227 043 | 17,75 | 4 461 | 18,11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 055 476 | −0,55 | 20 744 | −0,25 | ||||
| 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 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 28 145 | −1,49 | 1 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 339 004 | −15,22 | 6 661 | −14,96 | ||||
| 2025-07-24 | 13F | Eastern Bank | 22 125 | −72,96 | 435 | −72,93 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 322 223 | 1,36 | 6 332 | 1,67 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 185 160 | −50,13 | 3 641 | −49,94 | ||||
| 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 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 74 691 | −2,14 | 1 468 | −1,87 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 802 891 | −7,71 | 16 | −11,76 | ||||
| 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 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 3 960 | 0,00 | 78 | 0,00 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 2 001 | 0,00 | 39 | 0,00 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1 057 | −3,29 | 0 | |||||
| 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 | ||||
| 2025-07-30 | 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 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2 415 100 | 0,25 | 47 457 | 0,56 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 33 142 | −4,10 | 651 | −3,84 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 3 035 | 0,00 | 60 | 0,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 50 357 | −19,85 | 990 | −19,59 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 251 093 | −8,94 | 4 934 | −8,67 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 173 053 | 4,75 | 3 400 | 5,07 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 13 276 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 16 023 | 0,00 | 315 | 0,32 | ||||
| 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 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 47 010 | 2,15 | 924 | 2,44 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4 000 991 | 10,91 | 78 619 | 11,25 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 19 266 | −0,70 | 379 | −0,53 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 55 384 | 24,80 | 1 088 | 25,20 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 186 355 | 1,23 | 3 662 | 1,53 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 102 039 | 10,06 | 2 005 | 10,41 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 615 | 0,00 | 32 | 0,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 269 | −14,06 | 5 | −16,67 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 658 | 0 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 180 | −23,08 | 23 | −23,33 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 432 241 | 3,19 | 8 513 | 3,63 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 41 522 | 816 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 222 479 | −3,96 | 4 372 | −3,68 | ||||
| 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 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 61 863 | −4,31 | 1 216 | −4,03 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8 320 | 8,97 | 163 | 9,40 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 316 725 | −17,50 | 6 224 | −17,26 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 174 068 | 4,53 | 3 420 | 4,84 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 29 023 | −4,93 | 570 | −4,68 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 177 | −71,63 | 3 | −75,00 | ||||
| 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 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 25 265 | −27,54 | 497 | −27,38 | ||||
| 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 | ||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 4 375 | 0,00 | 86 | 0,00 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 812 048 | −5,30 | 15 957 | −5,01 | ||||
| 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 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 18 370 | 361 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 137 240 | −14,90 | 2 697 | −14,66 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 44 489 | −1,86 | 874 | −1,58 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 12 607 | 0,00 | 248 | 0,41 | ||||
| 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 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 205 | 0,00 | 0 | |||||
| 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 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5 275 | 0,00 | 104 | 0,00 | ||||
| 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 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 21 625 | 0,00 | 425 | 0,24 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 193 320 | 14,62 | 4 | 0,00 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 93 424 | −9,65 | 1 836 | −9,38 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 419 533 | 4,56 | 27 894 | 4,88 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 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 | ||||
| 2025-08-18 | 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 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 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 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1 452 466 | −5,16 | 28 541 | −4,87 | ||||
| 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 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 22 926 | 0,08 | 450 | 0,45 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 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 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 88 581 | −0,48 | 1 741 | −0,17 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 11 259 | 0,00 | 221 | 0,45 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 1 675 353 | 5,68 | 32 921 | 6,00 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 102 320 | −18,41 | 2 011 | −18,16 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 82 907 | 1,08 | 1 629 | 1,43 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 62 091 | 0,00 | 1 220 | 0,33 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Ramiah Investment Group | 17 744 | 31,71 | 348 | 32,44 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 15 824 | 10,69 | 311 | 11,47 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 417 584 | −0,03 | 8 | 0,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 30 443 | 0,00 | 598 | 0,34 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Moller Financial Services | 20 000 | 0,00 | 393 | 0,51 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 178 168 | 0,86 | 3 501 | 1,18 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 784 423 | 4,18 | 15 414 | 4,49 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 90 300 | 5,50 | 1 774 | 5,85 | ||||
| 2025-07-31 | 13F | United Community Bank | 5 500 | 0,00 | 108 | 0,93 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 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 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 7 418 | 0,00 | 146 | 0,69 | ||||
| 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 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1 028 | 0,00 | 20 | 0,00 | ||||
| 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 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 13 185 | 0,00 | 259 | 0,39 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 507 778 | 2,22 | 9 978 | 2,53 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 61 897 | −2,97 | 1 216 | −2,64 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 4 134 | 1,08 | 81 | 1,25 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 27 062 | −29,57 | 532 | −29,39 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 439 526 | 10,78 | 8 637 | 11,12 | ||||
| 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 | ||||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 301 243 | 6,87 | 5 919 | 7,21 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 90 975 | 9,32 | 1 788 | 9,63 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 1 725 | 0,47 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 24 418 | 1,01 | 480 | 1,27 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 54 846 | −0,70 | 1 078 | −0,46 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 9 781 | 0,00 | 192 | 0,52 | ||||
| 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 | ||||
| 2025-08-13 | 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 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 10 373 | 0,00 | 204 | 0,00 | ||||
| 2025-04-25 | 13F | Altus Wealth Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-15 | 13F | Chris Bulman Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 28 130 | −78,39 | 553 | −78,35 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 12 489 | 0,01 | 245 | 0,41 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 133 372 | −0,44 | 2 621 | −0,15 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 51 503 | −24,02 | 1 010 | −23,62 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 21 549 | 40,18 | 423 | 40,53 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 11 992 | 236 | ||||||
| 2025-08-14 | 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 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 17 415 | −0,28 | 342 | 0,00 | ||||
| 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 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 480 767 | 6,68 | 9 447 | 7,01 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10 176 | 1 935,20 | 200 | 2 111,11 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 56 267 | 0,00 | 1 102 | 0,00 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 10 754 | 0,00 | 211 | 0,48 | ||||
| 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 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 380 773 | 218,33 | 7 482 | 219,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 132 649 | 495,29 | 2 607 | 497,71 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 27 110 | 0,00 | 1 | |||||
| 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 | Kohmann Bosshard Financial Services, LLC | 55 172 | 0,36 | 1 084 | 0,74 | ||||
| 2025-08-08 | 13F | Creative Planning | 153 256 | −4,35 | 3 011 | −4,05 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 263 792 | 5,05 | 5 184 | 5,37 | ||||
| 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 | |||||
| 2025-04-17 | 13F | Rebalance, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Roundview Capital LLC | 97 750 | 0,00 | 1 921 | 0,31 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 23 330 | 458 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 716 | 14 | ||||||
| 2025-05-14 | 13F | Quartz Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1 525 | 0,00 | 30 | 0,00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 62 695 | −20,55 | 1 232 | −20,32 | ||||
| 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 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 158 046 | −2,96 | 3 106 | −2,66 | ||||
| 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 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 231 231 | −32,31 | 4 544 | −32,10 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 14 719 | −26,29 | 289 | −26,09 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 44 280 | 870 | ||||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 46 186 | 0,00 | 908 | 0,33 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 130 524 | −4,59 | 2 565 | −4,29 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 102 579 | 1,16 | 2 016 | 1,46 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 10 159 | 0,00 | 200 | 0,00 | ||||
| 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 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 66 710 | 0,00 | 1 311 | 0,31 | ||||
| 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 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 47 368 | −1,50 | 931 | −1,27 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 35 349 | −27,45 | 695 | −27,25 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 319 044 | 1,67 | 6 269 | 1,98 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 901 386 | 6,76 | 17 711 | 7,07 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7 265 | 7,85 | 143 | 8,40 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 3 023 | 0,00 | 59 | 0,00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 428 670 | 8 423 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 12 002 | −0,23 | 236 | 0,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 426 509 | 0,23 | 47 681 | 0,53 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 145 721 | −0,85 | 2 863 | −0,56 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 27 241 | 13,20 | 535 | 14,32 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 198 093 | 8,19 | 3 893 | 8,53 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 515 237 | 0,00 | 10 093 | 0,00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 39 657 | −1,01 | 779 | −0,64 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 59 | 1 | ||||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 35 068 | −12,02 | 689 | −11,78 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 508 564 | 1,02 | 9 993 | 1,33 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 35 947 | 0,00 | 706 | 0,86 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 20 073 | 0,00 | 394 | 0,25 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 73 852 | −1,72 | 1 | 0,00 | ||||
| 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 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 4 846 | 0,00 | 95 | 1,06 | ||||
| 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 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 90 083 | −6,69 | 1 770 | −6,40 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 479 795 | 0,35 | 9 428 | 0,65 | ||||
| 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 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 24 373 | −2,13 | 479 | −1,85 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 15 276 | −24,42 | 300 | −24,05 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 122 772 | −44,43 | 2 412 | −44,27 | ||||
| 2025-03-25 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 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 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 380 731 | −0,20 | 7 481 | 0,11 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 128 310 | −0,69 | 2 521 | −0,36 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 28 040 | 0,50 | 551 | 0,73 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 14 589 | 110,43 | 287 | 111,85 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 16 051 | −5,07 | 315 | −4,83 | ||||
| 2025-07-17 | 13F | E Six Thirteen, Llc | 114 033 | −0,01 | 2 241 | 0,27 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 80 878 | 0,87 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 49 557 795 | 70,04 | 973 811 | 70,56 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 85 723 | −18,18 | 1 684 | −17,93 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 3 212 | 0,00 | 63 | 1,61 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 787 | 0,00 | 15 | 0,00 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 336 298 | 3,33 | 6 608 | 4,01 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 7 982 | −18,36 | 157 | −18,32 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 555 | 0,00 | 11 | 0,00 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 524 | 30 | ||||||
| 2025-05-08 | 13F | Mesirow Financial Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 613 937 | 5,81 | 12 | 9,09 | ||||
| 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 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 262 997 | 10,41 | 5 168 | 10,74 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 22 430 | −10,03 | 441 | −9,84 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 63 627 | 3,04 | 1 250 | 3,39 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 448 870 | −6,71 | 8 820 | −6,42 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 40 067 | 2,17 | 1 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4 061 | 0,00 | 80 | 0,00 | ||||
| 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 | ||||
| 2025-08-04 | 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 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 944 028 | −11,58 | 18 550 | −11,30 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 210 523 | −0,65 | 4 137 | −0,36 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 10 122 | 0,00 | 199 | 0,00 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 1 493 | −8,29 | 29 | −6,45 | ||||
| 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 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 132 734 | 136,86 | 2 608 | 137,74 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 17 535 | −4,62 | 345 | −4,44 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 86 194 | −37,83 | 1 694 | −37,67 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 45 719 | 0,00 | 898 | 0,34 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 334 549 | 4,03 | 6 574 | 4,35 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 18 672 | 0,00 | 367 | 0,27 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 57 312 | −0,26 | 1 126 | 0,09 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 18 700 | 23,03 | 367 | 23,57 | ||||
| 2025-08-13 | 13F | Morton Community Bank | 269 466 | −1,79 | 5 295 | −1,49 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 84 539 | 1,49 | 1 661 | 1,84 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1 086 314 | 3,83 | 21 346 | 4,15 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 10 000 | 0,00 | 196 | 0,51 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 12 967 | −37,98 | 255 | −37,90 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 47 454 | −13,71 | 932 | −13,46 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 50 773 | 17,73 | 1 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 997 | 0,00 | 20 | 0,00 | ||||
| 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 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 55 991 | 1,03 | 1 100 | 1,38 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 20 993 | 0,00 | 413 | 0,24 | ||||
| 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 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 200 579 | 0,23 | 3 941 | 0,54 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 30 500 | −0,26 | 599 | 0,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 148 | −3,93 | 23 | −4,35 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 15 758 | 55,77 | 310 | 56,06 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 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 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 54 796 | −1,42 | 1 077 | −1,10 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 10 868 | −0,70 | 214 | −0,47 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 9 300 | 210,00 | 183 | 213,79 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 442 | 0,00 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 80 757 | −32,56 | 1 590 | −32,17 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 75 825 | 45,50 | 1 490 | 45,98 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 331 295 | 0,00 | 6 510 | 0,29 | ||||
| 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 | ||||
| 2025-08-19 | 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 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 16 368 | 0,00 | 322 | 0,31 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 76 078 | 1,85 | 1 495 | 2,12 | ||||
| 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 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 20 731 | 6,47 | 407 | 6,82 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 859 800 | −30,75 | 16 895 | −30,54 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 298 090 | 13,28 | 26 | 13,64 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 14 200 | −42,04 | 279 | −41,75 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 244 051 | 0,11 | 4 796 | 0,42 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 350 | 0,00 | 27 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 650 888 | −6,27 | 71 740 | −5,99 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | −100,00 | 0 | |||||
| 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 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 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 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 512 527 | 4,64 | 10 071 | 4,96 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 7 509 | −75,59 | 148 | −75,58 | ||||
| 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 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 500 | 0,00 | 10 | 0,00 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 10 494 | −1,39 | 206 | −0,96 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 131 491 | 8,82 | 2 584 | 9,13 |
