Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF inkluderar Ironwood Wealth Management, LLC., Duncan Williams Asset Management, LLC, Hudson Capital Management LLC, Modern Wealth Management, LLC, Cornerstone Planning, LLC, HB Wealth Management, LLC, Semitam Bonam Llc, Accurate Wealth Management, LLC, Steele Capital Management, Inc., Strathmore Capital Advisors, Inc., Signature Resources Capital Management, LLC, XY Planning Network, Inc., Midwest Trust Co, World Equity Group, Inc., Continuum Wealth Advisors, Llc, Foronjy Financial Llc, TABR Capital Management, LLC, Richmond Investment Services, LLC, Angeles Wealth Management, Llc, och SRS Capital Advisors, Inc. .
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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Opulen Financial Group LLC | 108 996 | 2,20 | 2 128 | 2,41 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 157 679 | 8,78 | 3 078 | 9,00 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 796 | 16 | ||||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 479 960 | 6,47 | 9 369 | 6,68 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 41 182 | 0,44 | 1 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 18 008 | 164,40 | 352 | 165,91 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 1 324 108 | 4,17 | 25 847 | 4,38 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 160 456 | 5,92 | 3 132 | 6,13 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 410 050 | 8 004 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 542 920 | 11,14 | 10 598 | 11,36 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 33 517 | 654 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 369 343 | 2,00 | 7 215 | 2,30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 011 401 | 2,67 | 19 743 | 2,88 | ||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 110 015 | 92,12 | 2 146 | 92,38 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 95 927 | 1,02 | 1 872 | 1,24 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 460 | 192,00 | 28 | 211,11 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 31 717 | 3,65 | 619 | 3,86 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 232 358 | 103,00 | 4 536 | 103,45 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 58 793 | 2,22 | 1 148 | 2,41 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 13 600 | 60,00 | 265 | 60,61 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 68 671 | 7,10 | 1 340 | 7,29 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 306 | 84 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 76 721 | 1 498 | ||||||
| 2025-07-28 | 13F | Tlwm | 1 560 875 | 0,21 | 30 468 | 0,42 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 13 791 | 9,74 | 269 | 10,25 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 366 709 | 4,09 | 7 158 | 4,30 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 119 488 | 11,82 | 2 332 | 12,06 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 11 283 | 12,85 | 220 | 12,89 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7 190 737 | 2,11 | 140 363 | 2,32 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 67 944 | 0,78 | 1 326 | 0,99 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 365 691 | 20,38 | 7 138 | 20,64 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 759 928 | 13,41 | 34 359 | 13,64 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 123 978 | 4,69 | 2 420 | 4,94 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 19 436 | 23,46 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 363 980 | 0,97 | 7 105 | 1,17 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 142 836 | 3,75 | 2 788 | 3,99 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 34 715 | 4,05 | 678 | 4,31 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 23 354 | 456 | ||||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 1 798 855 | 4,97 | 35 114 | 5,18 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 055 | 21 | ||||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 326 850 | 2,10 | 6 380 | 2,33 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 858 239 | 8,52 | 16 753 | 8,74 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 27 702 | 68,07 | 541 | 68,22 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 655 569 | 4,24 | 12 797 | 4,46 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 923 379 | 4,73 | 37 549 | 4,96 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 33 783 | 33,63 | 659 | 33,94 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 106 126 | 2 072 | ||||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 15 174 | 296 | ||||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 81 432 | 1 590 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2 711 978 | 0,30 | 52 938 | 0,51 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 48 379 | 944 | ||||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 980 751 | 19 144 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 155 316 | 4,23 | 3 032 | 4,45 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 127 007 | 9,49 | 2 479 | 9,74 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 284 022 | 3,86 | 5 544 | 4,09 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 40 302 | 5,46 | 787 | 5,65 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 195 353 | 20,40 | 3 813 | 20,66 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 17 021 | 1,05 | 332 | 1,22 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 34 693 | 7,30 | 677 | 7,63 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 31 970 | 624 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 174 010 | 4,27 | 3 397 | 4,49 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 70 064 | 5,84 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 25 167 | 53,22 | 491 | 53,92 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 28 884 | 23,29 | 564 | 23,46 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 288 082 | 2,82 | 5 623 | 3,04 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 543 756 | 5,56 | 10 614 | 5,79 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 192 909 | 1,37 | 3 766 | 1,56 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 14 612 | 20,14 | 285 | 20,76 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 250 941 | 4 898 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 42 259 | 21,63 | 825 | 21,89 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 47 555 | 928 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 129 399 | 11,38 | 2 526 | 11,58 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 66 924 | 7,69 | 1 306 | 7,93 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 43 189 | 11,55 | 843 | 12,10 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12 155 | 16,76 | 237 | 17,33 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 54 737 | 5,81 | 1 068 | 6,06 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 512 511 | 0,82 | 10 004 | 1,03 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 27 | 1 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 45 973 | 14,13 | 897 | 14,71 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 274 916 | 10,72 | 5 366 | 10,94 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 147 771 | 7,46 | 2 884 | 7,69 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 586 843 | 11 455 | ||||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 252 749 | 4,36 | 4 936 | 4,53 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 67 993 | 0,08 | 1 328 | 0,53 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 560 | 214 | ||||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 20 300 | 7,80 | 396 | 8,20 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 740 588 | 9,83 | 14 456 | 10,07 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 11 880 | 232 | ||||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 59 223 | 1,28 | 1 156 | 1,49 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 911 | 264,40 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 330 414 | 25,82 | 6 446 | 26,02 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 137 030 | 1,34 | 2 675 | 1,56 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 308 879 | 772,39 | 6 | |||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 42 729 | 18,64 | 832 | 20,58 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 33 051 | 0,65 | 645 | 0,94 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 47 156 | 4,44 | 920 | 4,66 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 149 272 | 0,94 | 2 914 | 1,15 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 12 203 | 993,46 | 238 | 1 033,33 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 22 592 | 4,71 | 441 | 4,76 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 149 433 | 1,96 | 2 939 | 2,94 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 261 323 | 179,39 | 5 101 | 179,97 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 592 423 | 2,82 | 12 | 0,00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 24 210 | 54,10 | 473 | 54,25 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3 040 907 | 1 856,47 | 156 | −94,88 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 13 030 | 3,87 | 254 | 4,10 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 28 668 | 3,76 | 560 | 3,90 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 529 | 30 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 42 770 | 307,18 | 835 | 308,82 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 29 863 | 14,32 | 1 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 461 016 | 6,84 | 8 999 | 7,07 | ||||
| 2025-07-08 | 13F | Red Spruce Capital, LLC | 681 151 | 33,50 | 13 296 | 33,78 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 357 342 | 10,60 | 6 975 | 10,82 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1 980 | 39 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 261 323 | 5 101 | ||||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 141 285 | 24,50 | 3 | 0,00 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 189 415 | 3 680 | ||||||
| 2025-07-14 | 13F/A | Seek First Inc. | 16 963 | 56,72 | 331 | 57,62 | ||||
| 2025-07-16 | 13F | Kirr Marbach & Co Llc /in/ | 994 418 | 1,91 | 19 411 | 2,12 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 80 652 | 63,86 | 1 574 | 64,30 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 274 126 | 53,85 | 5 351 | 54,18 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1 019 256 | 2,70 | 19 896 | 2,91 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 49 833 | 12,94 | 973 | 13,15 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 377 338 | 5,07 | 26 886 | 5,29 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 38 947 | 5,07 | 1 | |||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 54 087 | 1,05 | 1 056 | 1,25 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 33 166 | 136,19 | 647 | 137,00 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 37 508 | 133,84 | 732 | 134,62 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 54 526 | 46,04 | 1 064 | 46,35 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 34 620 | 40,16 | 674 | 40,71 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 597 536 | 1,47 | 11 664 | 1,67 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 7 380 362 | 1,96 | 144 065 | 2,17 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 24 653 | 7,36 | 481 | 7,61 | ||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 11 385 | 222 | ||||||
| 2025-08-06 | 13F | Souders Financial Advisors | 252 482 | 4,74 | 4 928 | 4,96 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 14 255 | 9,96 | 278 | 10,32 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 752 055 | 22,03 | 14 680 | 22,28 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 18 600 | 1,59 | 363 | 1,97 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 10 146 | 198 | ||||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 59 774 | 3,27 | 1 167 | 3,46 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 23 533 | 0,07 | 459 | 0,22 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 1 039 | 20 | ||||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 1 724 593 | 0,61 | 33 664 | 0,82 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 96 707 | 1,05 | 1 888 | 1,23 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 62 750 | 1,90 | 1 225 | 2,09 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 63 222 | 15,67 | 1 234 | 15,98 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 207 372 | 1,30 | 4 048 | 1,50 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 205 433 | 17,27 | 4 010 | 17,53 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 181 007 | 0,08 | 3 533 | 0,28 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 57 512 | 1,00 | 1 123 | 1,17 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 52 900 | 1 033 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 164 831 | 14,85 | 3 218 | 15,10 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 381 764 | 2,09 | 7 452 | 2,31 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 25 174 | 0,21 | 491 | 0,41 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 373 619 | 0,09 | 26 813 | 0,30 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 76 207 | 0,03 | 1 488 | 0,20 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 73 781 | 2,90 | 1 440 | 3,15 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 40 064 | 9,06 | 782 | 9,37 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 137 037 | 2 675 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 52 | 1 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 791 502 | 11,84 | 15 | 15,38 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 4 136 | 1,05 | 81 | 1,27 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 489 | 372,70 | 29 | 383,33 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 49 467 | 73,46 | 965 | 73,69 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 16 143 | 0,43 | 315 | 0,64 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 14 394 | 0,97 | 281 | 1,08 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 42 030 | 1,04 | 820 | 1,23 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 201 291 | 1,26 | 3 929 | 1,47 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 589 527 | 2,97 | 31 028 | 3,18 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 176 717 | 1,29 | 3 450 | 1,50 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 469 248 | 7,05 | 9 160 | 7,26 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 25 648 | 14,14 | 501 | 14,42 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 96 317 | 4,66 | 1 880 | 4,91 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 300 704 | 6,74 | 5 870 | 6,96 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 16 820 | 0,16 | 328 | 0,31 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 438 142 | 10,59 | 8 553 | 10,81 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 113 216 | 7,69 | 2 210 | 7,91 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 97 040 | 0,56 | 1 894 | 0,80 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 580 | −12,23 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 137 120 | 24,85 | 2 677 | 25,11 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2 116 598 | 15,66 | 41 | 17,14 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 246 496 | 0,42 | 4 812 | 0,63 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 415 107 | 3,96 | 8 103 | 4,17 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 21 716 | 424 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 15 364 | 300 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 22 922 | 0,80 | 447 | 1,13 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1 116 372 | 15,10 | 21 792 | 15,33 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 43 564 | 1,68 | 850 | 1,92 | ||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 136 217 | 0,52 | 2 659 | 0,72 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 2 994 075 | 16,03 | 58 444 | 16,27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6 641 066 | 5,15 | 129 634 | 5,37 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 510 429 | 2,26 | 9 964 | 2,47 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 252 540 | 1,01 | 4 930 | 1,21 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 235 510 | 8,54 | 4 597 | 8,78 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 172 934 | 1,17 | 3 376 | 1,38 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 301 151 | 0,06 | 5 878 | 0,26 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 142 017 | 0,00 | 2 772 | 0,22 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 436 | 98,89 | 28 | 100,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 119 659 | 0,65 | 2 336 | 0,86 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 59 907 | 8,67 | 1 169 | 8,95 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 46 139 | 46,46 | 901 | 46,82 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 295 908 | 0,63 | 5 776 | 0,84 |
