Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF inkluderar Manchester Financial Inc, First International Bank of Israel Ltd., Thrivent Financial For Lutherans, Carrera Capital Advisors, Duncan Williams Asset Management, LLC, Aspen Investment Management Inc, Cornerstone Planning, LLC, Semitam Bonam Llc, Fca Corp /tx, Accurate Wealth Management, LLC, Coordinated Financial Services, Inc./CO, Delta Financial Group, Inc., Pacific Wealth Strategies Group, Inc., Brown Advisory Inc, Certified Advisory Corp, Bill Few Associates, Inc., Atomi Financial Group, Inc., Nikulski Financial, Inc., Mindset Wealth Management, Llc, och Strathmore 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Cwm, Llc | 573 769 | 0,62 | 11 | 0,00 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 61 883 | 3,34 | 1 157 | 4,33 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 15 039 | 28,32 | 281 | 29,49 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 141 132 | 5,12 | 2 639 | 6,11 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 152 255 | 20,43 | 2 847 | 21,56 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 133 979 | 3,47 | 2 505 | 4,42 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 20 014 | 0 | ||||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 505 652 | 6,14 | 9 456 | 7,11 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 261 888 | 16,76 | 4 918 | 18,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 16 387 | 45,80 | 306 | 47,12 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 598 956 | 18,03 | 11 200 | 19,12 | ||||
| 2025-08-11 | 13F | Mindset Wealth Management, Llc | 10 070 | 188 | ||||||
| 2025-08-11 | 13F | Goodman Financial Corp | 20 984 | 13,01 | 392 | 13,95 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 116 012 | 5,21 | 2 169 | 6,17 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2 087 | 39 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 822 235 | 11,61 | 34 076 | 12,63 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 42 292 | 1,46 | 791 | 2,33 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 82 021 | 491,78 | 1 534 | 498,83 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 89 116 | 29,91 | 1 666 | 31,08 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6 516 929 | 5,61 | 121 867 | 6,58 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 466 888 | 8 731 | ||||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 149 170 | 3 | ||||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 18 863 | 352 | ||||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 1 128 016 | 11,17 | 21 094 | 12,18 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 20 386 | 56,55 | 381 | 58,09 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 40 198 | 752 | ||||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 95 613 | 1 754 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 137 713 | 37,25 | 2 575 | 38,52 | ||||
| 2025-07-16 | 13F | Kirr Marbach & Co Llc /in/ | 382 662 | 12,95 | 7 156 | 13,99 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 2 926 194 | 9,52 | 54 398 | 10,77 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 61 842 | 0,82 | 1 156 | 1,76 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 228 386 | 5,87 | 60 371 | 6,84 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 28 086 | 28,12 | 525 | 29,31 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 17 550 | 50,77 | 0 | |||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 280 049 | 1,91 | 5 237 | 2,85 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 19 664 | 24,50 | 368 | 25,68 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 86 222 | 163,89 | 1 612 | 169,57 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 851 | 16 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 69 276 | 47,92 | 1 295 | 49,37 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 2 294 041 | 42 899 | ||||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 27 449 | 14,81 | 1 | |||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 31 456 | 7,92 | 588 | 8,89 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 63 610 | 0,11 | 1 190 | 1,02 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 947 264 | 6,36 | 17 714 | 7,33 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 122 770 | 1,73 | 2 296 | 2,64 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 513 953 | 3,71 | 9 611 | 4,65 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 10 355 | 194 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 721 701 | 0,54 | 32 196 | 1,46 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 227 701 | 65,65 | 4 258 | 67,14 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10 434 | 1 986,80 | 195 | 2 066,67 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 341 689 | 2,04 | 6 390 | 2,98 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 314 164 | 13,65 | 5 875 | 14,68 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 22 584 | 3,36 | 422 | 4,46 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 55 425 | 164,07 | 1 036 | 167,01 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 14 784 | 16,56 | 276 | 17,45 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 804 685 | 6,81 | 15 048 | 7,79 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 9 325 | 174 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 952 | 37 | ||||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 28 171 | 69,03 | 522 | 71,15 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 28 234 | 527 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 47 464 | 7,43 | 888 | 8,44 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 14 400 | 11,63 | 269 | 12,55 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 490 584 | 14,97 | 9 174 | 16,03 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 29 295 | 68,15 | 548 | 69,88 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 161 881 | 6,41 | 3 027 | 7,42 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 177 772 | 3,34 | 3 324 | 4,30 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 352 780 | 40,21 | 6 597 | 41,45 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 378 395 | 0,68 | 7 076 | 1,59 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2 143 374 | 2,78 | 40 081 | 3,72 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 12 431 | 1,18 | 232 | 2,20 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 14 786 | 0,09 | 277 | 1,10 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 17 088 | 92,80 | 320 | 94,51 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 84 803 | 1 586 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 268 490 | 200,38 | 5 021 | 203,14 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 11 000 | 206 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 23 973 | 0,84 | 448 | 1,82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 646 139 | 10,38 | 68 183 | 11,39 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 69 773 | 3,43 | 1 305 | 4,32 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 54 346 | 19,29 | 1 016 | 20,38 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 10 000 | 187 | ||||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 19 958 | 4,77 | 373 | 5,97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 175 986 | 3,29 | 3 286 | 4,05 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 83 486 | 1,18 | 1 561 | 2,09 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 4 361 | 52,43 | 82 | 52,83 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 40 186 | 0,35 | 752 | 1,49 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 1 126 366 | 5,63 | 21 063 | 6,60 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 66 560 | 7,75 | 1 245 | 8,74 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 14 912 | 1,18 | 279 | 1,83 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 27 992 | 17,23 | 523 | 18,33 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 540 000 | 10 098 | ||||||
| 2025-08-13 | 13F | Farnam Financial LLC | 189 347 | 31,06 | 3 541 | 32,24 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 46 305 | 6,84 | 866 | 7,72 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 33 910 | 2,41 | 634 | 3,43 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 3 300 | 62 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 46 029 | 2,50 | 1 | |||||
| 2025-08-07 | 13F | SFE Investment Counsel | 265 220 | 26,40 | 4 960 | 27,58 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 177 031 | 3,41 | 3 310 | 4,35 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 407 698 | 2,52 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 5 824 | 1,18 | 109 | 1,89 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 216 348 | 16,87 | 4 046 | 17,93 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 181 617 | 2,41 | 3 396 | 3,35 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 138 810 | 35,77 | 3 | 100,00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 23 516 | 440 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 071 144 | 8,59 | 20 029 | 9,58 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 36 162 | 41,63 | 676 | 42,92 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 6 649 | 1,78 | 123 | 3,36 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 41 207 | 1,46 | 771 | 2,39 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 144 224 | 19,93 | 2 697 | 21,01 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 2 550 | 48 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 550 | 175,68 | 48 | 176,47 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 62 | 1 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 19 196 | 36,69 | 359 | 39,30 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 39 228 | 2,60 | 734 | 3,53 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 51 013 | 10,30 | 954 | 11,33 | ||||
| 2025-08-01 | 13F | GPM Growth Investors, Inc. | 542 430 | 5,24 | 10 143 | 6,21 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 535 638 | 0,71 | 10 016 | 1,63 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 63 447 | 33,19 | 1 186 | 34,47 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 16 220 | 303 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 606 794 | 6,26 | 11 347 | 7,24 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 11 896 | 0,31 | 222 | 1,37 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 10 875 | 203 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 631 184 | 28,91 | 11 803 | 30,10 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 24 364 | 6,21 | 456 | 7,06 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 7 515 | 96,99 | 141 | 100,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 66 230 | 91,15 | 1 238 | 92,83 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 143 785 | 12,20 | 2 689 | 13,51 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 265 049 | 8,81 | 4 956 | 9,82 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 185 804 | 2,21 | 3 475 | 3,15 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 165 292 | 24,25 | 3 091 | 25,35 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 679 021 | 18,65 | 12 698 | 19,74 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 213 244 | 9,10 | 3 988 | 10,11 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 012 754 | 3,73 | 37 639 | 4,68 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 11 486 | 215 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 697 | 0 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 73 014 | 9,08 | 1 365 | 10,08 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 203 734 | 5,50 | 3 810 | 6,46 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 283 662 | 40,12 | 5 297 | 41,22 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 376 773 | 0,41 | 7 046 | 1,32 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1 004 | 83,88 | 19 | 80,00 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 74 459 | 1,91 | 1 392 | 2,88 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 316 595 | 7,88 | 5 920 | 8,88 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 143 793 | 1,23 | 2 689 | 2,17 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 10 850 | 0,11 | 203 | 1,00 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 23 980 | 4,98 | 450 | 6,15 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 117 050 | 9,40 | 2 189 | 10,39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 243 788 | 3,93 | 23 259 | 4,88 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 72 423 | 15,54 | 1 354 | 16,62 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 2 726 | 51 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 31 805 | 0,39 | 595 | 1,19 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 65 601 | 13,76 | 1 227 | 14,79 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 38 962 | 8,67 | 729 | 9,64 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 28 100 | 8,37 | 525 | 9,38 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 507 641 | 9 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 679 026 | 12,01 | 13 | 9,09 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 22 549 | 1,18 | 422 | 2,18 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 403 485 | 9,21 | 82 345 | 10,21 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 202 475 | 0,16 | 3 786 | 1,09 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 688 453 | 0,87 | 12 874 | 1,80 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 265 130 | 10,23 | 5 | 0,00 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 21 648 | 55,99 | 405 | 56,59 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 372 654 | 5,06 | 6 969 | 6,03 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 372 654 | 6 969 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2 979 683 | 2,25 | 55 720 | 3,19 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 247 | 9,08 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 31 279 | 85,41 | 585 | 89,00 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 185 446 | 6,82 | 3 468 | 7,80 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 57 260 | 1,69 | 1 071 | 2,59 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 212 861 | 0,64 | 3 980 | 1,56 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 33 245 | 0,87 | 622 | 1,80 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 59 620 | 0,25 | 1 115 | 1,18 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 2 536 166 | 18,47 | 47 426 | 19,56 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1 092 507 | 15,02 | 20 430 | 16,07 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 25 171 | 466 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6 963 | 99,11 | 130 | 103,13 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 149 695 | 4,59 | 2 799 | 5,54 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 803 091 | 1 799,68 | 43 | −94,64 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 251 683 | 6,64 | 4 706 | 7,61 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 513 924 | 10,76 | 9 610 | 11,78 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 62 635 | 3,00 | 1 171 | 4,00 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 895 534 | 3,60 | 16 747 | 4,55 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 671 357 | 9,59 | 31 254 | 10,60 | ||||
| 2025-08-14 | 13F | Fmr Llc | 561 | 11,98 | 10 | 11,11 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 11 600 | 217 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 948 130 | 10,02 | 36 430 | 11,03 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 6 031 301 | 3,52 | 112 785 | 4,47 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 12 172 | 228 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 236 260 | 5,20 | 4 418 | 7,21 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 16 758 | 0,22 | 313 | 1,29 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 22 730 | 40,34 | 425 | 41,67 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 16 628 | 51,76 | 311 | 52,71 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 63 814 | 6,01 | 1 193 | 7,00 |
