Grundläggande statistik
| Institutionella ägare | 156 total, 156 long only, 0 short only, 0 long/short - change of 8,28% MRQ |
| Genomsnittlig portföljallokering | 0.4440 % - change of −4,64% MRQ |
| Institutionella aktier (lång) | 57 958 757 (ex 13D/G) - change of 6,18MM shares 11,94% MRQ |
| Institutionellt värde (lång) | $ 932 490 USD ($1000) |
Institutionellt ägande och aktieägare
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF (US:BSCV) har 156 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 57,958,757 aktier. Största aktieägare inkluderar Aptus Capital Advisors, LLC, DRSK - Aptus Defined Risk ETF, Raymond James Financial Inc, Morgan Stanley, LPL Financial LLC, Nelson, Van Denburg & Campbell Wealth Management Group, LLC, Hengehold Capital Management Llc, Invesco Ltd., Wells Fargo & Company/mn, and Atlantic Union Bankshares Corp .
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF (NasdaqGM:BSCV) 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 15, 2025 is 16,82 / share. Previously, on September 16, 2024, the share price was 16,79 / share. This represents an increase of 0,21% 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
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.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 22 373 | −80,52 | 370 | −80,30 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 48 | 1 | ||||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Davis R M Inc | 89 989 | 23,58 | 1 488 | 25,27 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 50 546 | 77,30 | 841 | 81,03 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 365 231 | 9,47 | 6 037 | 10,95 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 23 347 | −5,39 | 386 | −4,23 | ||||
| 2025-05-15 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 2 062 293 | 99,03 | 34 090 | 101,72 | ||||
| 2025-08-11 | 13F | Mindset Wealth Management, Llc | 11 470 | 190 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2 920 697 | 8,00 | 48 279 | 9,46 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15 781 | 1,23 | 261 | 2,36 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2 389 | 39 | ||||||
| 2025-08-05 | 13F | Ellevest, Inc. | 100 843 | 2,01 | 1 667 | 3,35 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 80 375 | 12,73 | 1 329 | 14,29 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6 617 | −25,64 | 109 | −24,83 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 23 272 | 1,11 | 385 | 2,40 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 518 421 | 8 569 | ||||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 23 549 | 27,64 | 389 | 29,67 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 73 600 | −26,92 | 1 | 0,00 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 20 130 | 0,00 | 333 | 1,22 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 44 086 | 2,37 | 729 | 3,70 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 86 788 | 138,93 | 1 435 | 142,23 | ||||
| 2025-07-28 | 13F | Tlwm | 63 041 | −13,20 | 1 042 | −11,99 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 74 073 | 30,92 | 1 224 | 32,75 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 7 736 496 | 9,52 | 126 492 | 11,08 | ||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 131 339 | 19,45 | 2 171 | 21,08 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 33 298 | 8,48 | 550 | 10,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9 159 336 | 20,62 | 151 404 | 22,25 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 21 403 | 3,87 | 354 | 5,06 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 15 366 | 0,00 | 254 | 1,60 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 37 231 | 0,14 | 615 | 1,49 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 589 776 | 11,41 | 10 | 12,50 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 389 625 | 1,56 | 6 441 | 2,92 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 12 619 | 0,00 | 209 | 1,46 | ||||
| 2025-07-23 | 13F | Waycross Investment Management Co | 396 930 | −1,52 | 6 561 | −0,18 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 39 268 | 54,46 | 649 | 56,76 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 136 106 | 3,71 | 2 250 | 5,09 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 854 762 | 7,84 | 14 129 | 9,30 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 36 181 | 7,31 | 598 | 8,93 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 700 | 0,00 | 12 | 0,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 416 568 | 5,51 | 6 886 | 6,93 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 29 165 | 5,87 | 482 | 7,35 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 18 484 | −62,50 | 304 | −62,27 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 121 536 | 4,57 | 2 009 | 5,96 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 30 425 | 78,59 | 503 | 81,23 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 98 534 | 2,36 | 1 629 | 3,76 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 184 988 | 5,45 | 3 058 | 6,85 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 575 | 2,67 | 26 | 8,33 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1 289 | −5,50 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 95 558 | 2 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 720 974 | 14,69 | 28 448 | 16,23 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 197 | 0,00 | 20 | 0,00 | ||||
| 2025-07-22 | 13F | Legacy CG, LLC | 156 677 | −1,06 | 2 590 | 0,27 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 13 186 | 1,24 | 218 | 2,36 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 156 132 | 4,42 | 2 573 | 5,54 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 5 351 | 0,00 | 88 | 1,15 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 13 439 | 4,11 | 222 | 5,71 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 12 000 | 198 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 25 304 | 8,87 | 418 | 10,29 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 011 | 1,24 | 50 | 2,08 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 531 095 | 14,86 | 8 779 | 16,40 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 77 549 | 4,19 | 1 282 | 5,61 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 261 471 | 11 403,34 | 4 322 | 11 581,08 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 10 100 | 0,00 | 167 | 1,22 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 23 385 | 0,00 | 381 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 420 | −99,70 | 40 | −99,70 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 84 528 | 0,76 | 1 397 | 2,12 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 86 142 | 1,24 | 1 424 | 2,60 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 16 162 | 11,45 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 33 659 | 0,00 | 556 | 1,46 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 557 892 | 4,87 | 42 282 | 6,28 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 3 254 | 0,00 | 54 | 0,00 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 18 893 | 312 | ||||||
| 2025-08-07 | 13F | SFE Investment Counsel | 33 195 | 549 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 34 743 | 52,71 | 574 | 54,72 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 27 255 | 12,41 | 451 | 13,92 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 135 393 | 28,37 | 2 238 | 30,12 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 24 586 | −3,03 | 406 | −1,69 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 014 341 | 14,41 | 16 767 | 15,96 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 145 047 | 2 398 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 17 511 | 0,16 | 289 | 1,40 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 16 946 | −2,96 | 280 | −1,41 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 603 837 | 1,04 | 9 981 | 2,40 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 12 068 | −0,40 | 199 | 1,02 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 18 037 | 0,00 | 298 | 1,36 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 66 875 | −4,59 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 | 0 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 13 189 | 13,19 | 218 | 14,74 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 4 007 | 66 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 50 | 1 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 288 173 | −24,00 | 4 764 | −22,98 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 17 568 | 290 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6 233 | 0,00 | 103 | 1,98 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 10 249 | 124,27 | 169 | 128,38 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 75 229 | 14,83 | 1 244 | 16,39 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 32 545 | 0,00 | 538 | 1,32 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 16 061 | 265 | ||||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 602 950 | 0,89 | 9 967 | 2,25 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 33 676 | 35,00 | 549 | 38,29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 240 | 0,00 | 103 | 1,98 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 862 490 | 6,33 | 14 257 | 7,76 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 118 262 | 19,66 | 1 955 | 21,29 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 3 124 | −1,05 | 51 | 0,00 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 20 420 | 0,00 | 338 | 1,20 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 16 800 | 3,11 | 278 | 4,53 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 305 772 | 26,83 | 5 036 | 28,08 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 35 161 | 135,29 | 581 | 139,09 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 282 516 | −1,14 | 4 670 | 0,19 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 153 435 | 4,53 | 2 536 | 5,93 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 185 678 | 39,13 | 3 069 | 41,04 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 61 286 | 22,83 | 1 013 | 24,60 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 14 942 | 48,53 | 247 | 50,00 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 472 144 | 23,83 | 7 805 | 25,51 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 142 438 | 12,49 | 2 355 | 13,94 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 173 941 | −0,26 | 2 875 | 1,09 | ||||
| 2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 2 198 | 0,00 | 36 | 2,86 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 165 | 0 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 603 | 43 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 39 935 | 660 | ||||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 12 883 | 10,24 | 213 | 11,58 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 72 687 | 0,24 | 1 202 | 1,61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 468 469 | 3,72 | 57 334 | 5,12 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 306 276 | 8,04 | 5 | 25,00 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-03-25 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 297 073 | 5,65 | 4 911 | 7,09 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 360 661 | 7,17 | 5 962 | 8,60 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 96 848 | −7,97 | 1 601 | −6,76 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 928 | 42,62 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 1 814 358 | 27,31 | 29 991 | 29,03 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 80 143 | 6,27 | 1 325 | 7,64 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 290 810 | 8,02 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 518 421 | −15,61 | 8 569 | −14,47 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 152 261 | 6,08 | 2 517 | 7,52 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 107 039 | 4,49 | 1 769 | 5,93 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 89 531 | 0,97 | 1 480 | 2,28 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 80 578 | 103,59 | 1 332 | 106,36 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 68 340 | 4,18 | 1 130 | 5,61 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 1 231 957 | −1,34 | 20 364 | −0,01 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 305 600 | 106,35 | 5 052 | 109,15 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 366 505 | 18,09 | 6 058 | 19,70 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1 037 074 | 20,43 | 17 143 | 22,05 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 16 530 | 1 | ||||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 1 037 817 | 4,12 | 17 155 | 5,53 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 088 844 | 6,07 | 17 999 | 7,50 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 658 455 | 8,69 | 27 411 | 10,16 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 10 600 | 175 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 13 856 | 0,62 | 229 | 2,23 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 597 465 | 41,83 | 42 936 | 43,74 | ||||
| 2025-08-14 | 13F | Fmr Llc | 27 | −3,57 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 882 | 0,00 | 64 | 1,59 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 61 376 | 5,39 | 1 015 | 7,76 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 1 092 697 | −9,73 | 18 062 | −8,51 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 14 420 | 2,57 | 238 | 3,93 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 12 425 | 205 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 37 973 | 27,44 | 628 | 31,17 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 69 376 | 5,41 | 1 147 | 6,80 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 17 634 | 110,05 | 291 | 113,97 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 188 958 | −2,59 | 3 123 | −1,26 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 48 255 | −1,25 | 798 | 0,00 |
