Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF eröffnet haben, gehören Cvfg Llc, E Six Thirteen, Llc, Financial Solutions Advisory Group, Inc., Mission Wealth Management, Lp, Old National Bancorp /in/, Meriwether Wealth & Planning, LLC, Resources Investment Advisors, LLC., Golden State Equity Partners, Savvy Advisors, Inc., Strid Group, LLC, Valmark Advisers, Inc., Level Four Advisory Services, Llc, Virtue Asset Management Llc, CBIZ Investment Advisory Services, LLC, Advisortrust Partners, Llc, IFG Advisory, LLC, Intentional Wealth Strategies, LLC, Farmers & Merchants Investments Inc, City State Bank, und MidFirst Bank .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-17 | 13F | Webster Bank, N. A. | 196.660 | 231,93 | 3.670 | 229,06 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 2.452.536 | 5,40 | 45.765 | 4,42 | ||||
| 2026-04-21 | 13F | Tassel Capital Management, Inc. | 16.579 | 0,93 | 309 | 0,00 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 112.028 | 1,35 | 2.090 | 0,43 | ||||
| 2026-05-01 | 13F | SFE Investment Counsel | 324.359 | 5,64 | 6.053 | 4,65 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 27.684 | 44,47 | 516 | 43,33 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 351.205 | 7,25 | 6.554 | 6,26 | ||||
| 2026-05-12 | 13F | Vaughan David Investments Inc/il | 482.517 | 5,53 | 9 | 12,50 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 732 | 1,39 | 14 | 0,00 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 2.400 | 60,00 | 45 | 57,14 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 49.959 | 4.214,25 | 932 | 4.338,10 | ||||
| 2026-05-11 | 13F | Cornerstone Planning, LLC | 593.753 | 51,90 | 11.102 | 50,67 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 2.005 | 37 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 1.038.403 | 9,89 | 19.377 | 8,87 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 312.777 | 4,60 | 5.837 | 3,62 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 228.195 | 4,65 | 4.258 | 3,68 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1.554.814 | 11,13 | 29.013 | 10,10 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 68.909 | 16,56 | 1.286 | 15,45 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 1.250.151 | 2,34 | 23.328 | 1,39 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 67.831 | 258,61 | 1.268 | 256,90 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 315.132 | 25,50 | 5.880 | 24,34 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 6.849.192 | 11,30 | 127.809 | 10,26 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 161.130 | 41,57 | 3.007 | 40,27 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 13.828 | 258 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 216.047 | 5,61 | 4.031 | 4,59 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 173.869 | 7,69 | 3.244 | 6,71 | ||||
| 2026-04-29 | 13F | Unified Investment Management | 62.620 | 2,42 | 1.169 | 1,48 | ||||
| 2026-04-10 | 13F | Kessler Investment Group, LLC | 27.510 | 0,34 | 513 | -0,58 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 57.575 | 6,66 | 1.074 | 5,71 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 563.065 | 10.507 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 937 | 40,27 | 18 | 41,67 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 1.257.219 | 1,75 | 23.460 | 0,81 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 231.301 | 503,02 | 4.316 | 497,78 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 24.750 | 5,95 | 462 | 4,77 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 6.664 | 98,69 | 124 | 96,83 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 202.151 | 2,56 | 3.772 | 1,62 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 62.665 | 3,68 | 1.169 | 2,72 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 21.605 | 0,72 | 403 | 0,25 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 121.438 | 61,44 | 2.266 | 60,03 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 2.356 | -12,52 | ||||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 146.023 | 6,30 | 2.725 | 5,30 | ||||
| 2026-04-24 | 13F | 4Thought Financial Group Inc. | 46.259 | 6,93 | 863 | 6,02 | ||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 129.931 | 4,53 | 2.425 | 3,55 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 560.692 | 10.463 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 425.976 | 4,01 | 7.949 | 3,03 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 79.316 | 13,57 | 1.480 | 12,55 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 35.809 | 23,41 | 670 | 22,53 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 1.139.118 | 3.204,19 | 21.256 | 3.175,19 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 110.714 | 50,32 | 2.066 | 48,88 | ||||
| 2026-05-12 | 13F | Virtue Asset Management Llc | 10.174 | 190 | ||||||
| 2026-05-04 | 13F | Headland Capital, LLC | 965.340 | 2,70 | 18.014 | 1,75 | ||||
| 2026-04-13 | 13F | Ledgewood Wealth Advisors, LLC | 366.508 | 15,43 | 6.839 | 14,36 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 47.826 | 33,51 | 892 | 32,34 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 40.201 | 8,73 | 750 | 7,76 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 91.437 | 62,11 | 1.706 | 60,64 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 113.338 | 13,33 | 2.115 | 12,27 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 20.309 | 1,93 | 379 | 0,80 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 1.329.857 | 2,68 | 24.816 | 1,72 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 18.549 | 7,04 | 346 | |||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 305.272 | 52,72 | 5.696 | 51,33 | ||||
| 2026-05-06 | 13F | Redmond Asset Management, LLC | 47.787 | 5,15 | 892 | 4,09 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 527.994 | 24,26 | 9.797 | 22,40 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 283.986 | 3,10 | 5.299 | 2,16 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 917.448 | 3,36 | 17.120 | 2,40 | ||||
| 2026-05-12 | 13F | Creative Planning | 60.522 | 9,06 | 1.129 | 8,04 | ||||
| 2026-05-11 | 13F | BankPlus Trust Department | 534 | 10 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 15.073 | 2,43 | 281 | 1,44 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 1.403 | 1,15 | 26 | 0,00 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 361.632 | 7,87 | 6.748 | 6,87 | ||||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 49.925 | 14,13 | 932 | 13,12 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 79.090 | 6,04 | 1.476 | 5,06 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 227.085 | 1,56 | 4.238 | 0,62 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 232.238 | 21,22 | 4.333 | 20,09 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 27.819 | 195,73 | 519 | 193,22 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 20.749 | 0,16 | 387 | -0,77 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 207.386 | 36,43 | 3.873 | 35,24 | ||||
| 2026-04-24 | 13F | GPM Growth Investors, Inc. | 715.691 | 0,28 | 13.355 | -0,65 | ||||
| 2026-04-09 | 13F | Butensky & Cohen Financial Security, Inc | 82.885 | 7,37 | 1.547 | 6,40 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 36.807 | 65,14 | 687 | 63,72 | ||||
| 2026-04-23 | 13F | S.E.E.D. Planning Group LLC | 181.423 | 1,62 | 3.385 | 0,68 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 683 | 89,20 | 13 | 100,00 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 78.375 | 1.463 | ||||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 35.911 | 0,42 | 670 | -0,45 | ||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 86.362 | 1,09 | 1.612 | 0,12 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 36.390 | 21,36 | 679 | 20,39 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 398.467 | 94,51 | 7.428 | 92,29 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 130.080 | 36,30 | 2.427 | 35,06 | ||||
| 2026-04-20 | 13F | City State Bank | 1.056 | 20 | ||||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 82.857 | 15,46 | 1.546 | 14,43 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 392 | 7 | ||||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 13.893 | 1,09 | 259 | 0,39 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1.164.246 | 22,67 | 22 | 23,53 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 37.198 | 0,28 | 694 | -0,57 | ||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 227.914 | 9,45 | 4.253 | 8,41 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 26.892 | 502 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 18.413 | 0,94 | 344 | 0,00 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 3.974 | 74 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.452.359 | 38,53 | 27.105 | 37,22 | ||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 93.532 | 8,14 | 1.745 | 7,12 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 235.211 | 11,18 | 4.389 | 10,17 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 11.730 | 219 | ||||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 91.456 | 254,58 | 1.707 | 251,75 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 7.611 | 142 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 219.548 | 2,31 | 4.097 | 1,36 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 24.569 | 138,30 | 463 | 139,38 | ||||
| 2026-05-18 | 13F | Claris Financial LLC | 11.515 | 0,49 | 215 | -0,47 | ||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 79.403 | 3,47 | 1.482 | 2,49 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.445.163 | 13,43 | 45.627 | 12,37 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 411.739 | 10,06 | 7.683 | 9,04 | ||||
| 2026-05-07 | 13F | Pacific Wealth Strategies Group, Inc. | 114.714 | 38,57 | 2.141 | 37,27 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 456.357 | 32,07 | 8.516 | 30,84 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 4.857 | 109,99 | 91 | 109,30 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 227.402 | 9,81 | 4.283 | 9,82 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 163.172 | 2,92 | 3.045 | 1,94 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 2.415 | 0,17 | 45 | 0,00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 2.231.679 | 7,92 | 41.644 | 6,92 | ||||
| 2026-04-09 | 13F | Red Spruce Capital, LLC | 260.030 | 217,41 | 4.852 | 250,07 | ||||
| 2026-04-08 | 13F | Tlwm | 1.565.709 | 6,94 | 29.217 | 5,95 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 311.093 | 6,24 | 5.805 | 5,26 | ||||
| 2026-04-17 | 13F | Kirr Marbach & Co Llc /in/ | 679.457 | 4,10 | 12.679 | 3,13 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 578.153 | 8,31 | 10.789 | 7,31 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 460.358 | 10,60 | 8.590 | 9,58 | ||||
| 2026-04-06 | 13F | CX Institutional | 2.448 | 1,07 | 0 | |||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 28.875 | 0,94 | 539 | 0,00 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 14.413 | 9,91 | 269 | 8,50 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 22.380 | 418 | ||||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 34.729 | 131,51 | 648 | 129,79 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 12.587 | 235 | ||||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 51.155 | 16,17 | 955 | 15,08 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 49.932 | 23,49 | 932 | 22,34 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 10.694 | 1,02 | 200 | 0,00 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 850.769 | 2,20 | 15.876 | 1,25 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 12.483 | 4,52 | 235 | 4,91 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 4.751.065 | 9,25 | 88.657 | 8,24 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 3.611.035 | 6,19 | 67.383 | 5,20 | ||||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 19.338 | 361 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 1.792 | 334,95 | 33 | 371,43 | ||||
| 2026-04-22 | 13F | Old Point Trust & Financial Services N A | 50.660 | 7,19 | 945 | 6,18 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 55.155 | 8,40 | 1.029 | 7,41 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 22.688 | 0,90 | 423 | 0,00 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 33.958 | 6,64 | 634 | 5,68 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 371.318 | 20,87 | 6.929 | 19,74 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 1.244.819 | 24,25 | 23.229 | 23,09 | ||||
| 2026-01-29 | 13F | Comerica Bank | 50.314 | 19,60 | 948 | 19,72 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 11.601 | 1,74 | 216 | 0,93 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 79 | 1 | ||||||
| 2026-05-22 | 13F | Coastline Complete Wealth LLC | 209.188 | 18,48 | 3.903 | 17,38 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 8.936.736 | 7,82 | 166.763 | 6,82 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 108.092 | 6,18 | 2.017 | 5,22 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 15.767 | 2,57 | 294 | 1,73 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 24.674 | 0,28 | 460 | -0,65 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 3.177.261 | 9,35 | 59.289 | 8,33 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 151.230 | 0,38 | 3 | 0,00 | ||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 55.305 | 73,54 | 1.032 | 72,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 136.797 | 50,03 | 2.553 | 48,63 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 57.645 | 1,14 | 1.076 | 0,19 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 1.378.357 | 7,31 | 25.721 | 6,32 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 41.541 | 9,29 | 775 | 8,39 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 278.034 | 143,00 | 5.171 | 139,95 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 263.126 | 5,49 | 4.910 | 4,53 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 318.058 | 2,20 | 5.935 | 1,26 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 59 | 1,72 | 1 | 0,00 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 71.978 | 7,31 | 1.343 | 6,33 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 60.947 | 6,17 | 1.137 | 5,18 | ||||
| 2026-04-30 | 13F | Cookson Peirce & Co Inc | 588.164 | 0,63 | 10.975 | -0,30 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 2.100 | 39 | ||||||
| 2026-05-13 | 13F | Goepper Burkhardt LLC | 663.826 | 5,66 | 12.387 | 4,69 | ||||
| 2026-05-12 | 13F | Bitterroot Capital Advisors Llc | 20.194 | 0,57 | 377 | -0,53 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 45.030 | 46,05 | 840 | 44,83 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 586.225 | 7,42 | 10.939 | 6,42 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 67.547 | 3,15 | 1.260 | 2,19 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 255.756 | 5,34 | 4.773 | 4,37 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 21.956 | 0,15 | 410 | -0,73 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 137.926 | 0,83 | 2.574 | -0,12 | ||||
| 2026-05-04 | 13F | E Six Thirteen, Llc | 411.874 | 7.686 | ||||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 22.734 | 36,28 | 424 | 35,03 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 660.260 | 7,02 | 12.321 | 6,02 | ||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 332.695 | 6.208 | ||||||
| 2026-04-10 | 13F | Legacy Wealth Management, LLC / MS | 102.006 | 4,32 | 1.903 | 3,37 | ||||
| 2026-04-28 | 13F | Farnam Financial LLC | 275.748 | 8,14 | 5.146 | 7,14 | ||||
| 2026-05-05 | 13F | Kickstand Ventures, Llc. | 511.072 | 2,26 | 9.537 | 1,32 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 125.779 | 24,65 | 2.344 | 23,32 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 194.733 | 11,57 | 3.634 | 10,53 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 415.015 | 0,97 | 7.744 | 0,04 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 588.463 | 8,69 | 10.981 | 7,69 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 28.188 | 15,79 | 526 | 14,63 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 121.581 | 30,57 | 2.269 | 29,38 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 665.156 | 0,97 | 12.412 | 0,03 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 101.095 | 9,21 | 1.886 | 8,20 | ||||
| 2026-04-08 | 13F | Parisi Gray Wealth Management | 223.288 | 53,95 | 4.167 | 52,54 | ||||
| 2026-05-07 | 13F | Continuum Wealth Advisors, Llc | 72.632 | 27,48 | 1.355 | 26,28 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 11.802 | 1,10 | 220 | 0,46 | ||||
| 2026-04-24 | 13F | United Community Bank | 5.500 | 103 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2.127.010 | 10,75 | 39.691 | 9,72 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 22.355 | 3,23 | 417 | 2,46 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 599.828 | 9,56 | 11.193 | 8,55 | ||||
| 2026-04-16 | 13F | Evexia Wealth Llc | 152.359 | 16,87 | 2.854 | 15,97 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 25.868 | 2,42 | 483 | 1,47 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 205.956 | 3.843 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 114.428 | 3,67 | 2.135 | 2,69 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 3.355 | 63 | ||||||
| 2026-05-14 | 13F | RPg Family Wealth Advisory, LLC | 48.010 | 17,74 | 896 | 16,69 | ||||
| 2026-05-14 | 13F | Fca Corp /tx | 92.299 | 13,48 | 1.722 | 12,48 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 28.473 | 531 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 233.209 | 81,15 | 4.352 | 79,50 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 11.539 | 215 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 5.015 | 61,05 | 94 | 60,34 | ||||
| 2026-05-14 | 13F | Morton Community Bank | 313.346 | 1,22 | 5.847 | 0,15 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 172.457 | 18,12 | 3.218 | 17,06 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 762.738 | 17,38 | 14.366 | 17,54 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 44.506 | 1,14 | 830 | 0,24 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3.487.306 | 31,99 | 65.073 | 30,76 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 246.956 | 4,06 | 4.608 | 3,11 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 198.362 | 8,76 | 3.702 | 7,74 | ||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 409.180 | 257,96 | 7.635 | 254,62 | ||||
| 2026-04-23 | 13F | Marquette Asset Management, LLC | 4.372 | 0,32 | 82 | -1,22 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 29.428 | 0,59 | 549 | -0,36 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 184.970 | 0,83 | 3.452 | -0,12 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 10.911 | 204 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 11.833 | 5,31 | 221 | 4,27 | ||||
| 2026-05-04 | 13F | Parr Mcknight Wealth Management Group, Llc | 313.815 | 11,49 | 5.856 | 10,45 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 22.370 | 14,09 | 417 | 13,01 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 26.574 | 20,73 | 496 | 19,57 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 690.938 | 131,95 | 13 | 140,00 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 1.327 | 25 | ||||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 4.286 | 80 | ||||||
| 2026-05-15 | 13F | Vista Investment Management | 63.289 | 12,16 | 1.181 | 11,11 | ||||
| 2026-05-13 | 13F | Davis R M Inc | 975.287 | 32,71 | 18.199 | 31,49 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 396.381 | 5,54 | 7.397 | 4,57 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 35.652 | 0,91 | 665 | 0,00 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 183.576 | 1,11 | 3.426 | 0,18 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 17.869 | 333 | ||||||
| 2026-04-29 | 13F | Strid Group, LLC | 11.695 | 218 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 24.802 | 34,16 | 463 | 32,76 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 5.959 | 1,12 | 112 | 1,82 | ||||
| 2026-04-27 | 13F | JM2 Capital Inc. | 36.346 | 5,95 | 678 | 4,95 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 6.020 | 354,00 | 112 | 366,67 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 202.742 | 1,52 | 3.783 | 0,58 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 68.117 | 276,48 | 1.271 | 273,82 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 339.539 | 6.336 | ||||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 345 | 1,17 | 6 | 0,00 |
