Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF eröffnet haben, gehören Cvfg Llc, Gladstone Institutional Advisory LLC, S.E.E.D. Planning Group LLC, Camelot Portfolios, LLC, Old Port Advisors, Cypress Wealth Services, LLC, Foundations Investment Advisors, LLC, Mission Wealth Management, Lp, Old National Bancorp /in/, Meriwether Wealth & Planning, LLC, Diversify Wealth Management, Llc, Strid Group, LLC, Wagner Wealth Management, Corp, Integris Wealth Management, LLC, Webster Bank, N. A., Maridea Wealth Management LLC, Commonwealth Financial Services, LLC, National Asset Management, Inc., Gateway Wealth Partners, LLC, und RFG Advisory, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 164.815 | 4,29 | 2.756 | 3,07 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 3.254.571 | 16,89 | 54.413 | 15,50 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 118.937 | 2,77 | 1.989 | 1,53 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 21.272 | 28,21 | 355 | 26,79 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 11.757 | 197 | ||||||
| 2026-05-01 | 13F | SFE Investment Counsel | 257.115 | 9,44 | 4.299 | 8,13 | ||||
| 2026-05-11 | 13F | Cornerstone Planning, LLC | 567.021 | 32,85 | 9.499 | 31,42 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 52.501 | 14,91 | 878 | 13,45 | ||||
| 2026-05-12 | 13F | Vaughan David Investments Inc/il | 466.464 | 11,55 | 8 | 0,00 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 815 | 1,75 | 14 | 0,00 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 950 | 16 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 2.608.754 | 9,02 | 43.616 | 7,72 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 41.397 | 4.863,67 | 692 | 4.842,86 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 10.992 | 184 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 1.903.876 | 1,83 | 31.831 | 0,62 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 202.657 | 3.388 | ||||||
| 2026-04-17 | 13F | First City Capital Management, Inc. | 51.825 | 50,95 | 866 | 49,31 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 70.946 | 21,70 | 1.186 | 20,41 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 77.848 | 255,39 | 1.305 | 253,39 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2.125 | 36 | ||||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 1.448.572 | 2,29 | 24.219 | 1,07 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 55.655 | 7,71 | 931 | 6,41 | ||||
| 2026-04-29 | 13F | Opulen Financial Group LLC | 206.535 | 11,26 | 3.453 | 9,97 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 9.229 | 154 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 233.812 | 8,23 | 3.909 | 6,95 | ||||
| 2026-04-10 | 13F | Kessler Investment Group, LLC | 30.013 | 1,58 | 502 | 0,40 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.360 | 71,28 | 23 | 76,92 | ||||
| 2026-04-21 | 13F | Sensible Money, LLC | 31.735 | 18,43 | 531 | 17,00 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 241.190 | 35,80 | 4.032 | 34,18 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 234.725 | 5,32 | 3.925 | 4,08 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 200.631 | 2,22 | 3.354 | 1,02 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 2.156.089 | 2,32 | 36.048 | 1,11 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 509.239 | 8.514 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 10.555 | 53,71 | 176 | 51,72 | ||||
| 2026-04-30 | 13F | Independence Bank of Kentucky | 76.975 | 9,82 | 1.287 | 8,52 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 75.735 | 53,81 | 1.266 | 51,98 | ||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 64.098 | 14,15 | 1.072 | 12,74 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 149.660 | 7,04 | 2.502 | 5,79 | ||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 20.938 | 2,22 | 350 | 1,16 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 121.645 | 13,48 | 2.034 | 12,13 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 22.160 | 0,61 | 370 | -0,54 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 19.043 | 0,55 | 318 | 0,00 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 140.209 | 122,75 | 2.344 | 120,09 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 670.503 | 11.210 | ||||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 478.616 | 5,15 | 8.002 | 3,91 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 2.527 | 2,10 | ||||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 41.815 | 20,10 | 701 | 19,02 | ||||
| 2026-04-13 | 13F | Ledgewood Wealth Advisors, LLC | 289.718 | 14,21 | 4.844 | 12,86 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 42.053 | 0,70 | 703 | -0,42 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 20.940 | 7,88 | 350 | 6,71 | ||||
| 2026-05-11 | 13F | Howard Wealth Management, Llc | 254.823 | 6,27 | 4.260 | 5,00 | ||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 2.408 | 40 | ||||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 286.149 | 35,59 | 4.784 | 34,01 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 1.420.995 | 5,17 | 23.758 | 3,92 | ||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 61.856 | 46,27 | 1.034 | 44,62 | ||||
| 2026-05-06 | 13F | Redmond Asset Management, LLC | 45.892 | 6,44 | 767 | 5,21 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 999.401 | 4,17 | 16.709 | 2,93 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 551.941 | 27,35 | 9.162 | 24,96 | ||||
| 2026-05-05 | 13F | Net Worth Advisory Group | 25.446 | 153,83 | 425 | 151,48 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 84.913 | 42,90 | 1.420 | 41,19 | ||||
| 2026-04-29 | 13F | Cordatus Wealth Management LLC | 55.395 | 12,19 | 926 | 10,90 | ||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 82.160 | 9,84 | 1.374 | 8,54 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 8.438.015 | 7,49 | 141.076 | 6,32 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 3.058 | 1,12 | 51 | 0,00 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 4.680.408 | 2,89 | 78.252 | 1,67 | ||||
| 2026-05-04 | 13F | Souders Financial Advisors | 243.575 | 3,31 | 4.072 | 2,08 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 500 | 8 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 9.225.294 | 1,82 | 154.239 | 0,62 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 77.566 | 139,53 | 1 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 25.512 | 312,48 | 427 | 309,62 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 59.816 | 201,80 | 1.003 | 199,10 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 9.835 | 164 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 19.187 | 0,70 | 321 | -0,62 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 26.544 | 444 | ||||||
| 2026-04-23 | 13F | S.E.E.D. Planning Group LLC | 201.966 | 3.377 | ||||||
| 2026-04-24 | 13F | GPM Growth Investors, Inc. | 457.241 | 3,70 | 7.645 | 2,47 | ||||
| 2026-05-12 | 13F | G2 Capital Management, Llc / Oh | 93.717 | 1,11 | 1.567 | -0,13 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 1.912.512 | 48,98 | 31.937 | 47,02 | ||||
| 2026-04-24 | 13F | American Institute for Advanced Investment Management, LLP | 22.830 | 65,20 | 382 | 63,52 | ||||
| 2026-04-09 | 13F | Butensky & Cohen Financial Security, Inc | 94.951 | 6,63 | 1.587 | 5,38 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 61.798 | 1.033 | ||||||
| 2026-04-20 | 13F | City State Bank | 1.177 | 20 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 48.736 | 24,91 | 815 | 23,33 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.639.665 | 5,48 | 44.133 | 4,22 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 21.138 | 353 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 648.957 | 30,76 | 11 | 25,00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 155.486 | 70,95 | 2.600 | 68,99 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 124.598 | 35,67 | 2.083 | 34,13 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 10.657 | 178 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 763.061 | 10,26 | 12.758 | 8,96 | ||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 78.641 | 5,76 | 1.315 | 4,45 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 248.943 | 3,81 | 4.162 | 2,59 | ||||
| 2026-05-05 | 13F | Wagner Wealth Management, Corp | 11.975 | 200 | ||||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 416 | 7 | ||||||
| 2026-05-08 | 13F | Private Management Group Inc | 29.615 | 0,39 | 495 | -0,80 | ||||
| 2026-04-08 | 13F | Tlwm | 1.805.663 | 8,96 | 30.189 | 7,66 | ||||
| 2026-05-07 | 13F | Pacific Wealth Strategies Group, Inc. | 10.000 | 167 | ||||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 30.000 | 89,87 | 508 | 89,89 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 9.335 | 156 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 2.700 | 0,19 | 45 | 0,00 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.673.196 | 11,59 | 27.974 | 10,27 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 366.431 | 42,31 | 6.126 | 40,63 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 1.076 | 1,13 | 18 | -5,56 | ||||
| 2026-05-12 | 13F | Creative Planning | 37.085 | 7,68 | 620 | 6,53 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 637.269 | 15,23 | 10.655 | 13,86 | ||||
| 2026-04-09 | 13F | Red Spruce Capital, LLC | 84.465 | 221,72 | 1.412 | 222,37 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 54.760 | 1,29 | 927 | 1,31 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 183.014 | 6,68 | 3.060 | 5,41 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 6.481 | 108 | ||||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 202.413 | 5,35 | 3.384 | 4,12 | ||||
| 2026-05-12 | 13F | Colonial Trust Advisors | 363.052 | 12,39 | 6.070 | 11,05 | ||||
| 2026-04-17 | 13F | Kirr Marbach & Co Llc /in/ | 689.400 | 5,49 | 11.526 | 4,24 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 453.873 | 7,50 | 7.588 | 6,23 | ||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 16.117 | 1,89 | 269 | 0,75 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 10.688.308 | 11,35 | 178.699 | 10,03 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 49.027 | 14,76 | 820 | 13,43 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 354.188 | 7,11 | 5.922 | 5,85 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 31.584 | 16,83 | 528 | 15,54 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 25.345 | 0,92 | 424 | -0,24 | ||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 33.407 | 33,21 | 559 | 31,60 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 3.820.540 | 6,70 | 63.876 | 5,43 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 963.719 | 2,25 | 16.113 | 1,04 | ||||
| 2026-05-01 | 13F | First Fiduciary Investment Counsel, Inc. | 20.785 | 16,74 | 0 | |||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 63.631 | 140,44 | 1.064 | 137,81 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 3.740 | 18,69 | 63 | 16,98 | ||||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 20.479 | 342 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 4.784 | 22,86 | 80 | 21,54 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 374.385 | 64,52 | 6.259 | 62,57 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 21.030 | 32,78 | 352 | 31,46 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 4.104 | 51.200,00 | 69 | |||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 11.671 | 195 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 12.850 | 1,73 | 215 | 0,47 | ||||
| 2026-05-22 | 13F | Coastline Complete Wealth LLC | 231.668 | 19,57 | 3.873 | 18,15 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 80.260 | 15,29 | 1.342 | 13,93 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 1.157.736 | 21,66 | 19.356 | 20,22 | ||||
| 2026-04-13 | 13F | John W. Brooker & Co., CPAs | 10.512 | 1,64 | 176 | 0,57 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 5.124.848 | 1,12 | 85.683 | -0,08 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1.518 | 79,64 | 25 | 78,57 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 17.612 | 3,17 | 294 | 2,08 | ||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 50.570 | 244,06 | 845 | 240,73 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 4.405.136 | 4,04 | 73.650 | 2,81 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 66.638 | 43,32 | 1.114 | 41,73 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 21.698 | 8,42 | 363 | 7,10 | ||||
| 2026-05-05 | 13F | UBS Group AG | 2.216.757 | 7,67 | 37.062 | 6,39 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 11.074 | 1,01 | 185 | 0,00 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 54.808 | 9,94 | 916 | 8,66 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 20.210 | 129,87 | 336 | 127,03 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 46.507 | 778 | ||||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 164 | 1,23 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 81.549 | 7,47 | 1.363 | 6,24 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 286.629 | 4.792 | ||||||
| 2026-04-15 | 13F | NorthAvenue LLC | 269.116 | 3,01 | 4.499 | 1,79 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 49.989 | 2,48 | 836 | 1,21 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 204.998 | 21,34 | 3.427 | 19,87 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 271.731 | 5,01 | 4.543 | 3,77 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 8.705 | 20,97 | 146 | 19,83 | ||||
| 2026-05-13 | 13F | Goepper Burkhardt LLC | 617.619 | 5,88 | 10.326 | 4,63 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 167.894 | 2,80 | 2.807 | 1,59 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 119.184 | 1,73 | 1.993 | 0,50 | ||||
| 2026-04-30 | 13F | Cookson Peirce & Co Inc | 646.116 | 1,50 | 10.802 | 0,30 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 500 | 8 | ||||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 50.831 | 3,40 | 850 | 2,17 | ||||
| 2026-04-22 | 13F | Wilkins Miller Wealth Management, LLC | 366.781 | 6,95 | 6.132 | 5,69 | ||||
| 2026-05-07 | 13F | Continuum Wealth Advisors, Llc | 63.519 | 7,07 | 1.062 | 5,78 | ||||
| 2026-04-28 | 13F | Farnam Financial LLC | 228.922 | 6,79 | 3.827 | 5,51 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2.780.691 | 11,49 | 46.490 | 10,17 | ||||
| 2026-05-11 | 13F | Ellevest, Inc. | 152.829 | 0,97 | 2.555 | -0,20 | ||||
| 2026-04-10 | 13F | Legacy Wealth Management, LLC / MS | 34.372 | 80,60 | 575 | 78,26 | ||||
| 2026-04-22 | 13F | Semitam Bonam Llc | 108.645 | 12,22 | 1.816 | 10,87 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 11.082 | 185 | ||||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 91.385 | 0,32 | 1.528 | -0,84 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 73.033 | 128,81 | 1.221 | 126,11 | ||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 955.693 | 0,71 | 15.978 | -0,49 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 938.678 | 22,32 | 15.882 | 22,47 | ||||
| 2026-04-24 | 13F | United Community Bank | 5.500 | 92 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 22.151 | 48,62 | 370 | 46,83 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 11.953 | 200 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 508.021 | 44,47 | 8.494 | 42,85 | ||||
| 2026-04-23 | 13F | Capital Investment Counsel, LLC | 1.168.992 | 12,62 | 19.544 | 11,29 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.138.622 | 15,54 | 19.037 | 14,17 | ||||
| 2026-05-13 | 13F | Heritage Trust Co | 106.951 | 52,05 | 1.788 | 50,25 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 11.757 | 197 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 457.911 | 3,19 | 7.656 | 1,96 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 116.311 | 27,30 | 1.943 | 25,70 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 25.315 | 1,38 | 423 | 0,24 | ||||
| 2026-04-16 | 13F | Evexia Wealth Llc | 68.367 | 17,34 | 1.150 | 16,30 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 362.811 | 6.066 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 5.147.847 | 1,99 | 86.067 | 0,78 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 113.157 | 4,61 | 1.892 | 3,33 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 53.442 | 894 | ||||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 22.669 | 379 | ||||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 717.414 | 11,06 | 11.995 | 9,74 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 16.281 | 27,64 | 272 | 26,51 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 195.269 | 1,28 | 3.265 | 0,06 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 33 | 1 | ||||||
| 2026-05-14 | 13F | Morton Community Bank | 324.935 | 2,28 | 5.433 | 1,06 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 73.254 | 3,29 | 1.225 | 2,09 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 9.605 | 1,59 | 161 | 0,63 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 34.055 | 0,35 | 569 | -0,87 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 111.320 | 2,72 | 1.861 | 1,53 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 313.580 | 4,27 | 5.243 | 3,03 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 10.765 | 180 | ||||||
| 2026-05-13 | 13F | Davis R M Inc | 808.747 | 10,74 | 13.522 | 9,42 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 18.047 | 1,94 | 302 | 0,67 | ||||
| 2026-05-04 | 13F | Parr Mcknight Wealth Management Group, Llc | 350.831 | 38,85 | 5.866 | 37,19 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 31.977 | 535 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 6.194 | 86,85 | 104 | 83,93 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 46.972 | 9,56 | 785 | 8,28 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 3.433 | 191,92 | 57 | 200,00 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 28.797 | 17,48 | 481 | 16,18 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 446.909 | 5,57 | 7.472 | 4,31 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 692.248 | 5,10 | 12 | 0,00 | ||||
| 2026-05-14 | 13F | RPg Family Wealth Advisory, LLC | 22.841 | 54,59 | 382 | 53,01 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 44.431 | 0,64 | 743 | -0,67 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 19.316 | 322 | ||||||
| 2026-05-15 | 13F | Vista Investment Management | 479.552 | 1,94 | 8.018 | 0,73 | ||||
| 2026-04-29 | 13F | Strid Group, LLC | 12.857 | 215 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 29.594 | 45,53 | 495 | 43,60 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 200.282 | 1,40 | 3.349 | 0,21 | ||||
| 2026-04-27 | 13F | JM2 Capital Inc. | 34.288 | 8,07 | 573 | 6,90 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 19.954 | 334 | ||||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 352 | 0,86 | 6 | 0,00 | ||||
| 2026-04-28 | 13F | Greatmark Investment Partners, Inc. | 15.285 | 37,09 | 256 | 35,64 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 2.621.207 | 5,45 | 43.824 | 4,20 |
