Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF inkluderar LeClair Wealth Partners LLC, WJ Wealth Management, LLC, Autumn Glory Partners, LLC, PAX Financial Group, LLC, We Are One Seven, LLC, TCFG Investment Advisors, LLC, Modern Wealth Management, LLC, Natixis Advisors, L.p., Titleist Asset Management, Llc, Loomis Sayles & Co L P, WealthPlan Investment Management, LLC, Banta Asset Management Lp, Altium Investment Strategies LLC, Alteri Wealth LLC, Signal Advisors Wealth, LLC, Cornerstone Wealth Group, LLC, Lantern Wealth Advisors, LLC, McHugh Group, LLC, Argent Trust Co, och Change Path, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Integrity Wealth Advisors, Inc. | 31 123 | 70,04 | 3 576 | 70,69 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 600 | 500,00 | 69 | 518,18 | ||||
| 2026-05-12 | 13F | Creative Planning | 10 130 | 18,07 | 1 164 | 18,53 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 644 | 131,65 | 74 | 138,71 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 1 799 | 207 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 11 076 | 1 273 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 287 407 | 3,93 | 33 026 | 4,30 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 9 443 | 1 085 | ||||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 10 675 | 3,38 | 1 227 | 3,72 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 46 | 5 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 78 736 | 24,68 | 9 048 | 25,13 | ||||
| 2026-04-17 | 13F | McHugh Group, LLC | 2 080 | 239 | ||||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 20 639 | 48,64 | 2 372 | 49,21 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 208 | 0,48 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 73 596 | 4,17 | 8 457 | 4,54 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 53 045 | 2,03 | 6 095 | 2,40 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 2 997 | 168,31 | 344 | 170,87 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 175 327 | 20 147 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 120 694 | 115,16 | 13 869 | 115,95 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 674 | 97,65 | 83 | 112,82 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 2 709 | 115,17 | 250 | 72,92 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 695 950 | 46 576,73 | 80 | |||||
| 2026-05-06 | 13F | Assetmark, Inc | 953 | 100,63 | 110 | 101,85 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 26 618 | 48,03 | 3 059 | 48,59 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1 225 | 2,85 | 141 | 2,94 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 4 407 | 506 | ||||||
| 2026-04-21 | 13F | E&G Advisors, LP | 18 743 | 1,41 | 2 154 | 1,75 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 158 033 | 1,29 | 18 160 | 1,65 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 5 295 | 58,25 | 387 | 4,32 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 1 839 | 211 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 112 802 | 211,35 | 1 869 | −54,97 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 1 562 | 0,13 | 179 | 0,56 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 2 658 | 7,61 | 0 | |||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 14 609 | 23,63 | 1 679 | 24,02 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 295 565 | 3,60 | 33 842 | 7,20 | ||||
| 2026-05-01 | 13F | Avion Wealth | 784 | 1,69 | 0 | |||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 64 | 7 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 1 036 | 120 | ||||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 243 712 | 46,94 | 28 005 | 47,47 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 105 806 | 2,73 | 12 158 | 3,10 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 988 544 | 25,10 | 111 516 | 23,14 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 6 141 | 26,28 | 706 | 26,80 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1 541 | 102,76 | 177 | 103,45 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 93 169 | 11,23 | 10 706 | 11,64 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 63 910 | 87,45 | 7 344 | 88,14 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 13 354 | 0,58 | 1 539 | 1,18 | ||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 1 677 074 | 2,99 | 192 713 | 3,36 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 385 638 | 0,49 | 44 314 | 0,85 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 49 521 | 12,49 | 5 690 | 12,90 | ||||
| 2026-05-05 | 13F | Altium Investment Strategies LLC | 5 245 | 621 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 5 791 | 665 | ||||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 198 206 | 8,37 | 22 776 | 8,76 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1 690 687 | 71,62 | 194 277 | 72,24 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 4 377 | 503 | ||||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 23 803 | 36,49 | 2 735 | 37,02 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 10 533 | 202,06 | 1 210 | 203,26 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 152 054 | 10,04 | 17 473 | 10,43 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 169 173 | 31,42 | 19 440 | 31,89 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 573 | 73,11 | 66 | 75,68 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 1 741 | 200 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 3 289 045 | 4,25 | 377 944 | 4,62 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 13 220 | 13,47 | 1 519 | 13,87 | ||||
| 2026-05-07 | 13F | Banta Asset Management Lp | 8 920 | 1 025 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 41 | 64,00 | 5 | 100,00 | ||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 145 078 | 18,98 | 16 671 | 19,40 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 7 340 | 0,63 | 843 | 0,96 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 329 029 | 8,82 | 37 809 | 9,21 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 299 | 34 | ||||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 1 869 | 0,38 | 215 | 0,47 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 431 | 13,42 | 50 | 13,95 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 38 976 | 59,98 | 4 | 100,00 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 4 691 | 0,11 | 539 | 0,56 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 152 833 | 36,36 | 17 562 | 36,85 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 78 687 | 3,16 | 9 042 | 3,53 | ||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 2 577 | 0,19 | 296 | 0,68 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 6 284 | 45,63 | 722 | 46,15 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 2 133 | 0,38 | 245 | 0,82 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1 340 | 138,43 | 154 | 139,06 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 586 597 | 2,01 | 69 952 | 3,04 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 20 | 2 | ||||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 1 856 | 0,38 | 213 | 0,95 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 2 306 | 29,48 | 265 | 30,05 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 37 578 | 6,35 | 4 318 | 6,70 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 3 601 | 0,22 | 414 | 0,49 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 22 778 | 15,58 | 2 617 | 16,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 091 140 | 25,54 | 125 383 | 25,99 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 37 234 | 4 279 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1 202 494 | 0,09 | 138 205 | 0,44 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 35 816 | 16,28 | 4 116 | 16,70 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 260 | 30 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 293 576 | 15,23 | 33 735 | 15,64 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 32 725 | 63,75 | 3 747 | 69,43 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2 221 | 0,23 | 255 | 0,79 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 193 233 | 10,62 | 22 204 | 11,01 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 4 046 | 26,08 | 465 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 64 791 | 45,22 | 7 445 | 45,75 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 532 466 | 50,99 | 60 967 | 50,99 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 10 738 | 13,62 | 1 234 | 13,96 | ||||
| 2026-05-15 | 13F | Fmr Llc | 15 470 | 11,87 | 1 778 | 12,26 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 5 110 | 127,01 | 1 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 6 598 106 | 12,39 | 758 188 | 12,79 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 4 968 | 84,82 | 571 | 85,67 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 318 852 | 2,02 | 36 639 | 2,38 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 10 729 | 2,86 | 1 233 | 3,18 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 7 978 | 917 | ||||||
| 2026-05-01 | 13F | Mission Hills Financial Advisory, LLC | 67 427 | 1,81 | 7 748 | 2,16 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 1 898 | 218 | ||||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 2 156 | 248 | ||||||
| 2026-05-04 | 13F | Optima Capital Llc | 40 705 | 36,33 | 4 677 | 36,83 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 9 146 | 0,49 | 1 051 | 0,77 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 21 791 | 3,15 | 2 504 | 3,56 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 9 627 | 251,74 | 1 106 | 253,35 | ||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 79 036 | 12,39 | 9 082 | 12,81 | ||||
| 2026-01-29 | 13F | Comerica Bank | 11 219 | 12,77 | 1 285 | 16,73 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 256 235 | 8,61 | 29 444 | 9,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 37 885 | 87,01 | 4 353 | 87,71 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 72 877 | 2,64 | 8 374 | 3,01 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 528 | 61 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 19 137 | 86,83 | 2 199 | 87,63 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 140 791 | 16 178 | ||||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 2 698 | 2,82 | 310 | 3,33 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 10 484 128 | 16,47 | 1 204 731 | 16,89 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 56 976 | 3,96 | 6 549 | 4,35 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 168 293 | 5,44 | 19 339 | 5,82 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 3 204 | 368 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 3 223 | 0,37 | 370 | 0,82 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 8 516 | 2,99 | 975 | 6,56 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 162 546 | 12,15 | 18 304 | 10,30 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 40 377 | 73,91 | 4 640 | 74,53 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 157 708 | 13,56 | 18 122 | 13,97 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 16 410 | 1 891 | ||||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 7 507 | 33,86 | 863 | 34,27 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 21 284 | 1,89 | 2 446 | 2,26 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 25 529 | 2 934 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 9 474 | 1 089 | ||||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 21 791 | 2 504 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 64 752 | 0,84 | 7 441 | 1,20 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 10 899 | 1 252 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 41 191 | 7,84 | 4 733 | 8,23 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 3 951 429 | 4,80 | 454 306 | 5,20 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 9 038 | 4,35 | 1 039 | 4,74 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 18 911 | 13,27 | 2 173 | 13,71 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 50 787 | 0,07 | 5 836 | 0,43 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2 404 | 2,69 | 277 | 0,36 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 18 328 | 10,33 | 2 107 | 10,73 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 33 505 | 3 850 | ||||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 1 849 | 212 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 297 540 | 88,60 | 34 190 | 89,28 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 31 351 | 40,74 | 3 602 | 41,25 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2 194 937 | 0,25 | 252 220 | 0,61 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 468 418 | 9,27 | 53 826 | 9,66 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 009 372 | 12,85 | 115 987 | 13,26 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 249 841 | 4,55 | 28 709 | 4,93 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 8 784 | 23,11 | 1 009 | 23,65 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 3 599 | 6,51 | 414 | 6,99 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1 306 | 3,98 | 150 | 4,90 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 3 504 | 426 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 188 740 | 7,70 | 21 688 | 8,09 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 5 450 | 44,72 | 626 | 45,24 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 7 479 | 17,06 | 859 | 17,51 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 20 436 | 308,56 | 2 348 | 310,49 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 213 662 | 23,91 | 24 552 | 24,36 | ||||
| 2026-05-04 | 13F | Nwam Llc | 51 825 | 0,13 | 5 955 | −2,87 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 2 008 | 231 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 2 501 | 33,96 | 287 | 34,74 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 2 846 | 0,35 | 327 | 0,93 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 43 168 | 4 960 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 3 195 | 19,89 | 367 | 20,33 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 209 642 | 1,89 | 24 | 4,35 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 74 798 | 5,25 | 8 595 | 5,63 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 15 884 | 6,03 | 1 825 | 6,41 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 3 182 | 0,63 | 366 | 0,83 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 6 281 | 0,08 | 722 | 0,42 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 66 | 88,57 | 8 | 75,00 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 3 700 | 65,77 | 425 | 66,67 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 38 506 | 2,09 | 4 425 | 2,45 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 12 461 | 1 432 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 110 | 13 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 12 021 | 1,93 | 1 381 | 3,29 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 161 | 18 | ||||||
| 2026-05-11 | 13F | Carbahal Olsen Financial Services Group, LLC | 1 774 | 204 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 1 093 | 126 | ||||||
| 2026-05-13 | 13F | Franklin Resources Inc | 826 | 95 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 4 168 | 23,28 | 479 | 23,51 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 48 701 | 11,27 | 5 596 | 11,67 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 24 681 | 0,71 | 3 | 0,00 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 264 701 | 9,63 | 30 417 | 10,02 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 13 890 | 384,31 | 1 596 | 386,59 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 16 221 | 2 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 1 992 | 229 | ||||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 284 639 | 4,17 | 32 708 | 4,54 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 785 747 | 1,43 | 90 290 | 1,79 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 158 316 | 21,16 | 18 | 28,57 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 120 | 0,84 | 14 | 0,00 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 46 687 | 0,31 | 5 365 | 0,66 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 2 009 | 231 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 13 572 | 104,74 | 1 560 | 105,67 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 42 232 | 0,64 | 4 853 | 1,00 | ||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 90 373 | 0,62 | 10 385 | 0,98 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 105 073 | 15,00 | 12 074 | 15,41 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 13 649 | 940,32 | 1 568 | 945,33 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 332 | 48,88 | 38 | 52,00 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 14 703 | 11,39 | 1 690 | 11,78 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 17 872 | 12,27 | 2 054 | 12,68 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 13 164 | 1 513 | ||||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 2 943 | 4,81 | 338 | 5,30 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 6 432 | 4,86 | 741 | 5,56 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 2 146 | 0,28 | 247 | 0,41 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 78 707 | 8,54 | 8 363 | 9,62 |
