Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF, to m.in Independence Asset Advisors, LLC, Tulsa Wealth Advisors, INC, Clearview Wealth Management LLC, Owl Creek Wealth Partners LLC, GLR Partners, LLC, Cadent Capital Advisors, LLC, Envision Financial Transparency, LLC, Evergreen Wealth Solutions, LLC, Nicolet Bankshares Inc, 55 North Private Wealth, LLC, BTG Pactual Asset Management US LLC, Fisher Asset Management, LLC, Fortis Capital Advisors, LLC, PCG Wealth Advisors, LLC, TCFG Investment Advisors, LLC, Tiaa-cref Individual & Institutional Services, Llc, West Wealth Group, LLC, WealthPlan Investment Management, LLC, Adamsbrown Wealth Consultants Llc, i Nicolet Advisory Services, Llc .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Weaver Consulting Group | 72 685 | 3,94 | 5 465 | 4,13 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 326 865 | 20,76 | 24 577 | 20,99 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 33 254 | 2,16 | 2 500 | 2,38 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 19 468 | 45,65 | 1 464 | 45,86 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 445 | 33 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 5 032 | 378 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 50 547 | 6,98 | 3 834 | 8,12 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 0 | 0 | ||||||
| 2026-04-13 | 13F | Hm Payson & Co | 22 119 | 1,76 | 1 663 | 1,96 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 12 212 | 13,97 | 918 | 14,18 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 1 059 017 | 79 628 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 284 847 | 0,95 | 21 378 | 3,37 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 518 | 39 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 4 289 | 17,41 | 323 | 16,67 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 8 567 | 0,15 | 644 | 0,47 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 266 | 20 | ||||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 18 884 | 0,20 | 1 420 | 0,35 | ||||
| 2026-05-08 | 13F | Horizon Family Wealth, Inc. | 20 998 | 59,86 | 1 579 | 60,20 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 9 705 | 730 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 8 095 | 55,40 | 609 | 55,90 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 61 368 | 203,02 | 4 614 | 203,75 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 19 653 | 5,49 | 1 478 | 5,65 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 49 198 | 3,21 | 3 699 | 3,41 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 22 180 | 1 668 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 62 792 | 81,66 | 4 986 | 92,21 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 32 303 | 20,69 | 2 429 | 20,92 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 3 445 | 6,39 | 259 | 6,58 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 2 517 | 203 | ||||||
| 2026-02-13 | 13F | Sei Investments Co | 14 942 | 1 121 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 19 459 | 15,72 | 1 463 | 16,02 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 4 721 | 0,11 | 0 | |||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 10 919 | 821 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 31 565 | 188,74 | 2 373 | 189,39 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 528 118 | 0,42 | 39 709 | 0,61 | ||||
| 2026-02-05 | 13F | Edge Financial Advisors LLC | 33 956 | 83,39 | 2 158 | 90,88 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 474 | 0,42 | 36 | 0,00 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 15 179 | 8,23 | 1 141 | 8,46 | ||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 91 787 | 44,71 | 6 901 | 44,98 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 27 735 | 31,04 | 2 085 | 31,30 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 155 | 12 | ||||||
| 2026-04-27 | 13F | Platform Technology Partners | 30 466 | 5,71 | 2 291 | 5,92 | ||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 14 818 | 112,14 | 1 114 | 112,60 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 3 444 | 259 | ||||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 34 711 | 0,07 | 2 786 | 1,13 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 769 | 58 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 936 | 314,16 | 70 | 337,50 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 3 592 | 0,34 | 270 | 0,75 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 104 658 | 8,75 | 7 870 | 8,97 | ||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 161 720 | 12,05 | 12 160 | 12,26 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 269 028 | 7,25 | 20 228 | 7,45 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 11 902 | 13,32 | 895 | 13,45 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 424 221 | 11,88 | 32 | 10,71 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2 467 657 | 15,95 | 182 878 | 14,49 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 3 724 | 0,27 | 280 | 0,72 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 745 478 | 0,61 | 56 052 | 0,79 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 4 516 | 340 | ||||||
| 2026-05-11 | 13F | MCF Advisors LLC | 624 | 415,70 | 47 | 411,11 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 240 986 | 0,63 | 18 120 | 0,81 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 6 321 | 0,89 | 0 | |||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 408 328 | 30 702 | ||||||
| 2026-05-13 | 13F | BNB Wealth Management, LLC | 19 670 | 0,02 | 1 479 | 0,27 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 4 968 780 | 3,53 | 373 603 | 3,73 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 3 215 | 0,09 | 242 | 0,00 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 37 575 | 59,24 | 2 825 | 59,60 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 897 | 67 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 343 837 | 293,13 | 25 853 | 293,74 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 5 220 | 393 | ||||||
| 2026-05-04 | 13F | Headland Capital, LLC | 155 922 | 3,27 | 11 724 | 3,46 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 3 697 | 0,03 | 278 | 0,00 | ||||
| 2026-05-14 | 13F | Kane Investment Management, Inc. | 16 002 | 21,64 | 1 203 | 21,88 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 92 321 | 8,03 | 6 939 | 8,20 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 26 271 | 1,09 | 1 987 | 1,95 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 8 954 | 0,13 | 673 | 0,30 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 2 859 | 215 | ||||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 26 452 | 0,28 | 1 989 | 0,45 | ||||
| 2026-04-29 | 13F | Centerpoint Advisory Group | 24 789 | 28,71 | 1 864 | 28,93 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 26 729 | 0,28 | 2 010 | 0,45 | ||||
| 2026-04-10 | 13F | Financial Advisory Corp | 5 129 | 0,39 | 386 | 0,52 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 289 | 14,23 | 22 | 16,67 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 163 120 | 5,46 | 12 265 | 5,66 | ||||
| 2026-05-13 | 13F | Kraematon Investment Advisors, Inc | 11 115 | 0,10 | 836 | 0,24 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 56 777 | 4 269 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 149 620 | 226,77 | 11 350 | 230,33 | ||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 13 484 | 3,07 | 1 014 | 3,26 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 2 706 | 203 | ||||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 8 294 | 19,22 | 624 | 19,35 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 16 284 | 4,08 | 1 222 | 6,63 | ||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 44 727 | 0,37 | 3 363 | 0,57 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 632 003 | 221 655,44 | 47 520 | 226 185,71 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 663 024 | 0,82 | 49 853 | 1,01 | ||||
| 2026-05-14 | 13F | Betterment LLC | 9 346 | 23,10 | 1 | |||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 1 105 | 42,58 | 83 | 43,10 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 2 706 | 203 | ||||||
| 2026-05-14 | 13F | Prudential Plc | 2 180 | 164 | ||||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 3 231 | 243 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 22 608 | 9,18 | 1 700 | 9,33 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 28 250 | 2,06 | 2 124 | 2,26 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 119 492 | 112,33 | 8 968 | 117,43 | ||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 8 543 | 178,09 | 642 | 179,13 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 314 321 | 0,75 | 23 634 | 0,94 | ||||
| 2026-05-13 | 13F | Sagewood Asset Management LP | 3 110 | 234 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 18 213 | 1 | ||||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 81 688 | 6 142 | ||||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 104 727 | 9,28 | 7 874 | 9,48 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 10 889 | 63,45 | 819 | 63,93 | ||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 89 889 | 12,93 | 6 759 | 13,14 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 4 347 | 0,21 | 326 | 2,84 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 368 | 28 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 369 373 | 15,33 | 27 773 | 15,54 | ||||
| 2026-05-15 | 13F | Ballast, Inc. | 375 405 | 1,32 | 28 227 | 1,50 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 33 743 | 11,21 | 2 537 | 11,42 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 5 800 | 0,02 | 436 | 0,23 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 336 313 | 26,46 | 25 287 | 26,70 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 499 | 202,42 | 37 | 208,33 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 157 375 | 19,15 | 11 833 | 19,37 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 17 926 | 39,77 | 1 348 | 40,02 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 7 784 | 3,86 | 585 | 4,09 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 262 603 | 3,55 | 19 745 | 3,75 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 4 820 | 0,17 | 362 | 0,28 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 4 529 | 5,11 | 341 | 5,26 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 80 716 | 43,31 | 6 069 | 43,61 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 4 952 | 2,76 | 372 | 3,05 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 155 621 | 7,61 | 11 701 | 7,81 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 925 | 0,22 | 70 | 0,00 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 2 805 | 74,12 | 211 | 75,00 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 92 397 | 2,58 | 7 | 0,00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 41 202 | 17,65 | 3 098 | 17,88 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 229 | 17 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 540 | 409,43 | 0 | |||||
| 2026-04-10 | 13F | Abound Wealth Management | 465 | 338,68 | 35 | 385,71 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 4 400 | 11,45 | 331 | 11,49 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 7 715 | 1,26 | 580 | 1,58 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 77 639 | 20,71 | 5 838 | 20,92 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 20 294 | 46,93 | 1 526 | 47,20 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 246 520 | 4,01 | 18 536 | 4,21 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 39 149 | 301,28 | 2 944 | 302,05 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 4 994 | 1,32 | 375 | 1,63 | ||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 31 301 | 18,74 | 2 354 | 18,96 | ||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 2 903 | 0,38 | 218 | 0,46 | ||||
| 2026-04-13 | 13F | Invariant Investment Management | 6 599 | 0,03 | 523 | 2,35 | ||||
| 2026-01-29 | 13F | Comerica Bank | 92 202 | 2,86 | 6 920 | 5,33 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 6 399 | 0,03 | 481 | 0,21 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 6 944 | 522 | ||||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 13 139 | 992 | ||||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 346 195 | 1,73 | 26 030 | 1,91 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 32 741 | 25,20 | 2 440 | 24,36 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 375 | 28 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 46 161 | 3,74 | 3 471 | 3,92 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 1 656 | 0,06 | 124 | 0,00 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 92 | 7 | ||||||
| 2026-05-13 | 13F | GLR Partners, LLC | 83 816 | 6 302 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 4 829 | 363 | ||||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 9 477 | 713 | ||||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 226 368 | 7,49 | 17 021 | 7,69 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 4 828 | 1,17 | 363 | 1,40 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 5 | 0 | ||||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 120 562 | 4,70 | 9 065 | 4,91 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 532 | 0,38 | 40 | 0,00 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 8 744 | 1,97 | 657 | 2,18 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 277 | 0,36 | 21 | -4,76 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 131 179 | 1 556,51 | 9 863 | 1 560,44 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 14 569 | 11,08 | 1 181 | 16,13 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 752 841 | 56 606 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 5 021 | 6,58 | 378 | 6,80 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 145 458 | 17,01 | 10 937 | 17,23 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 20 050 | 4 456,82 | 1 473 | 4 360,61 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 14 081 | 37,70 | 1 059 | 37,94 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 5 931 | 233,58 | 446 | 234,59 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 101 141 | 0,07 | 7 605 | 0,25 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 124 695 | 9,49 | 9 376 | 9,69 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 103 051 | 0,67 | 7 748 | 0,86 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 47 488 | 124,86 | 3 571 | 125,38 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 170 750 | 13,65 | 13 | 9,09 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 4 148 | 8,81 | 312 | 8,74 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 9 203 | 12,00 | 692 | 12,18 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 360 | 27 | ||||||
| 2026-05-08 | 13F | Capital Developers, LLC | 51 558 | 4,00 | 3 877 | 4,19 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 1 431 340 | 9,30 | 107 422 | 9,30 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 15 254 | 0,57 | 1 147 | 0,70 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 89 803 | 439,88 | 6 752 | 441,03 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 3 483 | 11,92 | 262 | 12,02 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1 661 | 125 | ||||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 4 249 | 14,47 | 319 | 14,75 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 5 405 | 0,30 | 406 | 0,50 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 1 000 | 75 | ||||||
| 2026-04-10 | 13F | Wealth Group Ltd | 12 811 | 23,97 | 963 | 24,26 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 19 497 | 0,17 | 1 | 0,00 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 64 383 | 15,46 | 4 841 | 15,68 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 62 003 | 9,13 | 4 662 | 9,31 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 201 078 | 3,99 | 15 119 | 4,19 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 4 241 | 0,14 | 319 | 0,32 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 30 685 | 2,28 | 2 307 | 2,49 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 3 653 | 6,01 | 279 | 7,72 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 120 | 0,84 | 9 | 0,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 208 309 | 34,78 | 15 663 | 35,03 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 38 730 | 13,14 | 2 912 | 13,35 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 207 402 | 255,93 | 15 595 | 256,60 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1 259 | 95 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 47 955 | 12,57 | 4 | 0,00 | ||||
| 2026-04-29 | 13F | KDK Private Wealth Management, LLC | 8 003 | 2,33 | 590 | 0,51 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 245 | 18 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 16 537 | 59,19 | 1 243 | 59,56 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 100 | 8 | ||||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 99 822 | 5,33 | 7 506 | 5,53 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 488 164 | 1,27 | 36 705 | 1,47 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 4 191 | 0,26 | 315 | 0,64 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 50 342 | 0,17 | 3 785 | 0,37 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 7 353 | 553 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 8 820 059 | 2,59 | 663 439 | 2,80 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 570 | 43 | ||||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 7 794 | 0,32 | 586 | 0,51 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1 691 | 128 | ||||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 10 512 | 25,16 | 790 | 25,40 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 6 439 | 0,25 | 484 | 0,41 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 18 576 | 24,87 | 1 397 | 25,09 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 20 209 | 0,56 | 1 520 | 0,73 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 21 609 | 96,50 | 1 625 | 96,85 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 6 332 | 0,38 | 476 | 0,63 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 3 143 | 236 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 15 407 | 6,80 | 1 | 0,00 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 1 686 924 | 1,13 | 126 840 | 1,32 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 66 825 | 5,68 | 5 025 | 5,88 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 32 668 | 16,06 | 2 456 | 16,29 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 9 947 | 4,40 | 748 | 4,48 | ||||
| 2026-05-13 | 13F | J Hagan Capital, Inc. | 3 295 | 248 | ||||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 28 305 | 28,83 | 2 128 | 29,13 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 292 408 | 8,73 | 21 986 | 8,93 | ||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 3 431 | 258 | ||||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 4 471 | 51,87 | 336 | 52,73 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 122 400 | 2,27 | 9 203 | 2,46 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 51 805 | 0,83 | 3 895 | 1,01 | ||||
| 2026-05-15 | 13F | Fmr Llc | 7 871 710 | 36,39 | 591 874 | 36,64 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 17 818 | 13,89 | 1 340 | 16,84 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 16 587 | 1,60 | 1 247 | 1,80 | ||||
| 2026-04-06 | 13F | CX Institutional | 966 | 8,54 | 0 | |||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 217 866 | 11,64 | 16 381 | 11,85 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 59 903 | 4 504 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 4 310 | 324 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 42 091 | 24,25 | 3 165 | 24,47 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 8 279 | 622 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 280 811 | 5,78 | 21 075 | 8,32 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 14 744 | 0,52 | 1 109 | 0,73 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 73 429 | 13,38 | 5 521 | 13,60 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 3 408 | 5,28 | 256 | 5,79 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 7 048 | 530 | ||||||
| 2026-05-05 | 13F | Ridgeline Wealth Planning, LLC | 9 743 | 0,91 | 733 | 1,10 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 598 213 | 11,46 | 43 945 | 9,10 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 67 046 | 17,80 | 5 041 | 18,03 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 286 | 22 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 12 244 | 346,05 | 921 | 346,60 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 137 149 | 3,70 | 10 312 | 3,90 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 74 369 | 9,84 | 5 592 | 10,04 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 49 658 | 0,77 | 3 734 | 0,95 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 68 344 | 3,13 | 5 139 | 3,32 | ||||
| 2026-04-22 | 13F | Independence Asset Advisors, LLC | 982 253 | 73 856 | ||||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 5 400 | 0,09 | 406 | 0,50 | ||||
| 2026-05-14 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 956 589 | 23,54 | 71 926 | 23,77 | ||||
| 2026-05-12 | 13F | Creative Planning | 119 982 | 1,87 | 9 021 | 2,06 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 3 524 | 265 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 104 643 | 1,06 | 7 868 | 1,25 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 25 664 | 16,97 | 1 930 | 17,19 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 16 045 | 1 206 | ||||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 166 | 12 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 594 702 | 76,87 | 44 716 | 77,20 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 2 814 | 212 | ||||||
| 2026-04-22 | 13F | Sykon Capital Llc | 142 099 | 10 684 | ||||||
| 2026-04-27 | 13F | Sierra Ocean, Llc | 214 270 | 4,45 | 16 111 | 4,64 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 4 943 | 70,21 | 372 | 70,97 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 183 | 266,00 | 14 | 333,33 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 24 600 | 1 850 | ||||||
| 2026-05-12 | 13F | Guerra Pan Advisors, Llc | 3 316 | 249 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 12 165 867 | 2,09 | 914 751 | 2,28 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 1 030 | 139,53 | 77 | 140,63 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 56 987 | 0,73 | 4 285 | 0,89 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 34 378 | 92,14 | 2 585 | 92,55 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 3 530 | 274 | ||||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 39 992 | 192,49 | 3 007 | 192,98 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 56 526 | 104,32 | 4 250 | 104,72 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 4 988 | 63,81 | 0 | |||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 62 | 55,00 | 5 | 33,33 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 4 688 734 | 8 884,83 | 352 546 | 8 902,68 | ||||
| 2026-04-24 | 13F | United Community Bank | 61 925 | 38,58 | 4 656 | 38,86 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 112 312 | 59,97 | 8 445 | 60,26 | ||||
| 2026-04-24 | 13F | Sage Investment Counsel LLC | 22 285 | 5,10 | 1 676 | 5,28 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 286 827 | 403 881,69 | 21 567 | 431 220,00 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 223 820 | 8,42 | 16 829 | 8,62 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 11 131 | 1,12 | 837 | 1,21 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 11 671 | 8,99 | 878 | 9,22 | ||||
| 2026-05-14 | 13F | Cedar Wealth Management, LLC | 99 671 | 2,61 | 7 494 | 2,80 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 240 | 18 | ||||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 501 | 0,20 | 38 | 0,00 | ||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 209 004 | 99,09 | 15 715 | 99,48 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 125 167 | 712,30 | 9 411 | 714,10 | ||||
| 2026-04-16 | 13F | Tandem Capital Management Corp /adv | 16 650 | 1,31 | 1 252 | 1,46 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 3 010 | 1,35 | 249 | 11,71 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 13 540 | 1 018 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 12 478 | 5,81 | 940 | 5,98 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 829 | 0,36 | 62 | 1,64 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 78 913 | 13,40 | 5 933 | 13,62 | ||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 82 408 | 110,84 | 6 196 | 111,25 | ||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 2 124 | 7,98 | 160 | 8,16 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 3 281 | 61,39 | 247 | 61,84 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 129 564 | 10,01 | 9 742 | 10,20 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 129 997 | 9 774 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 902 | 68 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 69 041 | 1,57 | 5 191 | 1,76 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3 234 | 243 | ||||||
| 2026-05-04 | 13F | Financial Security Advisor, Inc. | 2 949 | 0,37 | 222 | 0,45 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 146 912 | 34,33 | 11 046 | 34,58 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 42 757 | 0,22 | 3 215 | 0,41 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 9 233 | 3,36 | 694 | 3,58 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 775 144 | 0,22 | 58 | 0,00 | ||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 20 198 | 6,29 | 1 519 | 6,45 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 13 846 | 16,88 | 1 041 | 17,10 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 998 358 | 3,26 | 150 257 | 3,45 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 518 | 39 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 18 479 | 20,76 | 1 389 | 20,99 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 24 754 | 0,58 | 1 861 | 0,76 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 107 561 | 127,00 | 8 088 | 127,42 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 51 272 | 0,28 | 3 855 | 14,19 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 1 150 | 528,42 | 86 | 616,67 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 271 890 | 62,30 | 20 443 | 62,61 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 49 185 | 7,37 | 3 698 | 123 166,67 | ||||
| 2026-05-15 | 13F | Chokshi & Queen Wealth Advisors, Inc | 2 841 | 214 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 406 396 | 10,06 | 30 557 | 10,27 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 34 994 | 145,92 | 2 631 | 146,58 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 700 | 100,00 | 53 | 100,00 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 94 153 | 2,28 | 7 079 | 2,48 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 395 | 0,25 | 30 | 0,00 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 35 278 | 15,97 | 2 653 | 16,16 | ||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 38 046 | 0,01 | 2 861 | 0,18 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 18 592 | 2,72 | 1 398 | 2,87 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 1 350 198 | 34,71 | 101 521 | 34,96 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 12 587 | 0,07 | 946 | 0,32 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 88 411 | 180,96 | 6 648 | 181,53 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 11 662 | 10,95 | 877 | 11,17 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 12 123 | 1,67 | 912 | 1,90 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 455 118 | 363,13 | 34 220 | 364,00 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 10 096 | 95,24 | 759 | 95,62 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 934 862 | 7,89 | 70 293 | 8,09 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 29 891 | 0,51 | 2 247 | 0,72 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 54 | 4 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 215 | 16 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 20 904 | 87,75 | 1 673 | 94,42 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 4 354 | 0,14 | 327 | 0,31 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 3 632 | 273 | ||||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 46 060 | 11,13 | 3 463 | 11,35 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 25 | -43,18 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 68 253 | 105,34 | 5 132 | 105,73 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 155 | 12 | ||||||
| 2026-05-12 | 13F | Riggs Asset Managment Co. Inc. | 36 359 | 352,11 | 2 734 | 353,23 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 49 600 | 113,10 | 3 729 | 113,57 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 180 | 0,56 | 14 | 0,00 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 144 255 | 5,07 | 10 685 | 2,76 | ||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 29 124 | 2 | ||||||
| 2026-05-14 | 13F | JHP Wealth Management, LLC | 60 378 | 17,99 | 4 540 | 18,20 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 71 883 | 48,06 | 5 405 | 48,34 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2 | 0 | ||||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 7 196 | 0,59 | 541 | 0,93 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 2 968 | 49,52 | 223 | 50,68 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 22 059 | 5,88 | 1 659 | 6,08 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 25 347 | 2,07 | 1 906 | 2,25 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 5 126 | 1,44 | 385 | 1,58 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 60 739 | 89,34 | 5 | 100,00 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 566 | 28,05 | 43 | 27,27 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 67 928 | 4,38 | 5 107 | 4,57 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 102 | 8 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 54 070 | 198,45 | 4 066 | 406 400,00 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 79 180 | 3,87 | 5 954 | 4,07 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 2 915 | 219 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 160 853 | 4,02 | 12 | 9,09 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 66 284 | 1,32 | 4 984 | 1,51 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 61 037 | 4 589 | ||||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 151 843 | 0,02 | 11 417 | 0,21 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 3 464 | 260 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 5 674 448 | 1,14 | 426 662 | 1,33 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 12 607 | 5,34 | 948 | 5,46 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 83 540 | 19,50 | 6 | 20,00 | ||||
| 2026-05-11 | 13F | Jackson Wealth Management, LLC | 147 594 | 1,30 | 11 098 | 1,49 |
