Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF inkluderar First International Bank of Israel Ltd., Tableaux Llc, Cornerstone Planning, LLC, Semitam Bonam Llc, Strathmore Capital Advisors, Inc., Pacific Wealth Strategies Group, Inc., Fca Corp /tx, Accurate Wealth Management, LLC, XY Planning Network, Inc., Duncan Williams Asset Management, LLC, Thrivent Financial For Lutherans, Alerus Financial Na, Optimum Investment Advisors, Angeles Wealth Management, Llc, O'shaughnessy Asset Management, Llc, SRS Capital Advisors, Inc., Proathlete Wealth Management Llc, Nbc Securities, Inc., Creekmur Asset Management LLC, och SOUTH STATE Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | CRA Financial Services, LLC | 101 234 | 4,13 | 2 074 | 4,85 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 761 | 16 | ||||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 40 399 | 825 | ||||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 116 587 | 5,67 | 2 389 | 6,37 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 5 303 | 1,14 | 109 | 1,89 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 746 650 | 26,27 | 15 299 | 27,14 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9 808 | 1 861,60 | 201 | 1 900,00 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 465 429 | 6,25 | 9 537 | 6,98 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 23 205 | 86,75 | 475 | 88,49 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 55 208 | 0,53 | 1 131 | 1,25 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 91 190 | 21,66 | 1 868 | 22,49 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 401 982 | 13,93 | 8 237 | 14,72 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 12 220 | 0,22 | 250 | 0,81 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 81 953 | 57,85 | 1 679 | 59,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 264 053 | 13,30 | 5 424 | 14,36 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 20 049 | 411 | ||||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 53 675 | 6,98 | 1 100 | 7,64 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 30 218 | 7,74 | 619 | 8,60 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 36 673 | 751 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 303 | 68 | ||||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 310 401 | 0,93 | 6 360 | 1,63 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 224 087 | 84,51 | 4 592 | 86,85 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 147 848 | 60,82 | 3 029 | 61,98 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 973 575 | 510,53 | 19 949 | 514,73 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 30 225 | 13,21 | 1 | |||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 73 272 | 0,09 | 1 501 | 0,81 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 56 627 | 3,51 | 1 160 | 4,22 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 75 635 | 0,81 | 1 550 | 1,51 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 808 689 | 3,10 | 16 570 | 3,82 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 111 474 | 1,50 | 2 284 | 2,24 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 178 477 | 4,48 | 3 657 | 5,18 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 20 219 | 31,05 | 414 | 32,27 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 985 783 | 6,69 | 20 202 | 7,42 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 20 235 | 11,35 | 415 | 12,20 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 1 627 839 | 5,48 | 33 354 | 6,20 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 718 | 35 | ||||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 914 990 | 19,56 | 18 721 | 20,21 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 35 564 | 728 | ||||||
| 2025-07-28 | 13F | Tlwm | 1 356 426 | 0,07 | 27 793 | 0,76 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 25 664 | 6,77 | 1 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 641 989 | 37,14 | 13 155 | 38,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 145 270 | 11,23 | 2 977 | 12,01 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 26 694 | 67,06 | 547 | 68,00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 29 483 | 3,13 | 604 | 3,96 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 24 792 | 508 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 19 353 | 40,23 | 397 | 41,43 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 46 622 | 19,86 | 955 | 20,73 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 198 214 | 6,64 | 4 061 | 7,38 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 74 630 | 1 529 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2 289 871 | 0,13 | 46 919 | 0,82 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 28 435 | 45,33 | 583 | 46,23 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 10 000 | 205 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 103 997 | 4,21 | 2 131 | 4,93 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 48 315 | 989 | ||||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 16 045 | 1,15 | 329 | 1,86 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 51 786 | 0,84 | 1 061 | 1,73 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 175 931 | 20,66 | 3 605 | 21,47 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 163 331 | 3,81 | 3 347 | 4,53 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 140 336 | 5,04 | 2 876 | 5,78 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 31 785 | 6,68 | 651 | 7,43 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 654 851 | 13,97 | 54 398 | 14,75 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 7 786 | 1 630,22 | 160 | 1 666,67 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 28 818 | 590 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 34 399 | 13,45 | 705 | 14,10 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 40 | 1 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 61 551 | 10,31 | 1 261 | 11,10 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 18 925 | 35,05 | 388 | 37,23 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 132 615 | 11,29 | 2 717 | 12,09 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 63 086 | 26,59 | 1 293 | 27,42 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 488 989 | 0,81 | 10 019 | 1,51 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 20 506 | 2,53 | 417 | 3,47 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 29 000 | 74,70 | 594 | 76,26 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 121 906 | 14,68 | 2 498 | 15,44 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 31 524 | 0,96 | 646 | 1,57 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 11 048 | 226 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 601 372 | 13,64 | 12 322 | 14,42 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 114 227 | 4,59 | 2 341 | 5,31 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 65 415 | 2,41 | 1 340 | 3,16 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 133 861 | 4 760 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 635 | 0 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 117 637 | 3,91 | 2 410 | 4,65 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 499 685 | 0,44 | 10 239 | 1,13 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 29 270 | 17,75 | 601 | 18,58 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 298 634 | 22,71 | 6 110 | 23,43 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 101 207 | 1,74 | 2 074 | 2,42 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 68 914 | 15,29 | 1 412 | 16,12 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 760 675 | 6,83 | 15 586 | 7,57 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 45 829 | 4,50 | 939 | 5,27 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 391 607 | 5,17 | 8 | 14,29 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 567 164 | 4,14 | 11 621 | 4,86 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 35 382 | 37,60 | 725 | 38,43 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 272 871 | 3,51 | 5 591 | 4,86 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 130 475 | 8,60 | 2 673 | 9,33 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 144 542 | 0,31 | 2 962 | 0,99 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 38 492 | 55,21 | 789 | 57,92 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 90 562 | 2,68 | 1 856 | 3,40 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 50 358 | 2,65 | 1 032 | 3,31 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 38 789 | 14,91 | 795 | 15,74 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 26 740 | 0,53 | 548 | 1,11 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 34 115 | 41,73 | 694 | 44,58 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2 872 278 | 2 281,48 | 140 | −94,30 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 2 900 | 59 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 430 | 29 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 5 274 692 | 4,49 | 108 078 | 5,21 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7 397 729 | 2,89 | 151 579 | 3,59 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 23 686 | 34,22 | 485 | 35,10 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 10 433 | 0 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 67 227 | 0,89 | 1 377 | 1,62 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2 696 392 | 3,79 | 55 249 | 4,50 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 45 604 | 6,52 | 934 | 7,23 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 421 960 | 3,57 | 8 646 | 4,28 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 730 147 | 1,19 | 14 961 | 1,89 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1 904 | 39 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 4 341 009 | 2,14 | 88 947 | 2,84 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 86 877 | 1 749 | ||||||
| 2025-07-16 | 13F | Kirr Marbach & Co Llc /in/ | 503 314 | 5,87 | 10 313 | 6,59 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 234 549 | 13,14 | 4 806 | 13,92 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 120 148 | 2,57 | 2 445 | 3,69 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 328 971 | 1,10 | 6 741 | 1,80 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 44 124 | 88,54 | 904 | 89,92 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 161 155 | 32,20 | 3 | 50,00 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 1 710 969 | 9,52 | 34 938 | 10,71 | ||||
| 2025-08-14 | 13F | Leisure Capital Management | 148 373 | 0,43 | 3 040 | 1,13 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 216 358 | 61,50 | 4 433 | 62,62 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 10 044 | 0,29 | 206 | 0,99 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 196 457 | 6,76 | 24 515 | 7,49 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 78 285 | 2 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 665 407 | 1 132,67 | 13 634 | 1 141,71 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 36 683 | 138,60 | 752 | 140,71 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 66 371 | 120,63 | 1 360 | 122,06 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 22 115 | 9,94 | 453 | 10,76 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 10 076 | 1,00 | 206 | 1,48 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 28 240 | 1,11 | 575 | 2,14 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 60 951 | 45,11 | 1 249 | 46,14 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 349 147 | 0,41 | 7 154 | 1,10 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 184 596 | 0,95 | 3 777 | 1,48 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 19 830 | 8,18 | 406 | 8,85 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 315 050 | 8,12 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 7 274 063 | 24,93 | 149 046 | 25,79 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 61 821 | 3,47 | 1 267 | 4,20 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 87 581 | 103,61 | 1 795 | 105,03 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 12 587 | 103,48 | 258 | 105,60 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 51 772 | 18,36 | 1 061 | 19,10 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 579 | 12 | ||||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 117 427 | 1,97 | 2 406 | 2,69 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 26 261 | 0,05 | 538 | 0,75 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7 106 | 2,76 | 146 | 3,57 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 285 523 | 20,15 | 5 850 | 20,97 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 189 966 | 18,16 | 3 892 | 18,99 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 8 568 | 17,43 | 176 | 18,24 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 498 000 | 10 204 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 477 748 | 9,94 | 10 | 12,50 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 78 759 | 1,14 | 1 614 | 1,83 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 58 922 | 4,31 | 1 207 | 5,05 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 393 115 | 1,76 | 8 | 14,29 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 196 902 | 16,91 | 4 035 | 17,71 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 915 236 | 16,70 | 19 | 20,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 391 | 51,55 | 8 | 60,00 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 350 356 | 9,99 | 7 179 | 10,74 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 165 408 | 2,43 | 3 389 | 3,13 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 581 680 | 35,67 | 11 919 | 36,60 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 172 127 | 0,74 | 3 527 | 1,41 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 49 | 1 | ||||||
| 2025-08-01 | 13F | GPM Growth Investors, Inc. | 653 878 | 5,62 | 13 398 | 6,34 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 53 313 | 27,09 | 1 092 | 28,02 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 38 339 | 9,14 | 786 | 9,94 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 20 605 | 13,18 | 422 | 14,05 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 106 052 | 8,19 | 2 173 | 8,98 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 51 685 | 12,84 | 1 059 | 13,63 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 165 673 | 16,85 | 3 395 | 17,64 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 14 178 | 291 | ||||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 16 417 | 0,18 | 336 | 0,90 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 395 585 | 4,07 | 8 106 | 4,78 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 30 147 | 7,36 | 618 | 8,06 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 721 036 | 17,18 | 14 774 | 17,99 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 5 547 | 114 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 768 603 | 6,71 | 15 749 | 7,44 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 186 475 | 5,88 | 3 821 | 6,61 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 222 696 | 6,64 | 4 563 | 7,39 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 367 938 | 1,29 | 69 009 | 1,99 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 421 105 | 9,96 | 8 628 | 10,71 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 290 838 | 6,78 | 5 959 | 7,52 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 455 | 5,64 | ||||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 74 920 | 2,20 | 1 535 | 2,95 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 33 885 | 2,06 | 694 | 2,81 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 147 905 | 5,95 | 3 031 | 6,69 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 965 775 | 3,38 | 19 789 | 4,09 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 228 313 | 0,44 | 4 678 | 1,15 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4 783 420 | 2,32 | 98 012 | 3,02 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 778 550 | 9,38 | 16 | 7,14 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 569 972 | 0,30 | 32 169 | 0,99 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 504 936 | 5,37 | 10 346 | 6,10 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 995 005 | 17,25 | 20 388 | 18,06 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 2 157 631 | 13,24 | 44 210 | 14,02 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 432 616 | 1,25 | 8 864 | 1,96 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 162 437 | 4,92 | 3 326 | 5,62 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5 010 | 0,20 | 103 | 0,99 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 222 433 | 9,25 | 4 558 | 9,99 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 24 087 | 26,55 | 494 | 27,39 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 159 590 | 30,12 | 3 270 | 31,02 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 20 734 | 40,20 | 425 | 41,33 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 58 314 | 7,64 | 1 195 | 8,35 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 119 171 | 0,40 | 2 442 | 1,08 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 22 117 | 50,03 | 453 | 51,00 |
