Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF, to m.in 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, i RFG Advisory, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-09 | 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 |
