Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF comprennent Ausdal Financial Partners, Inc., Cornerstone Planning, LLC, Semitam Bonam Llc, Accurate Wealth Management, LLC, Level Four Advisory Services, Llc, Strathmore Capital Advisors, Inc., Savvy Advisors, Inc., Duncan Williams Asset Management, LLC, XY Planning Network, Inc., Midwest Trust Co, Kathmere Capital Management, LLC, Gts Securities Llc, Claro Advisors LLC, Well Done, LLC, Alerus Financial Na, Angeles Wealth Management, Llc, SRS Capital Advisors, Inc., Proathlete Wealth Management Llc, O'shaughnessy Asset Management, Llc, et Nbc Securities, Inc. .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | CRA Financial Services, LLC | 131 120 | 8,50 | 2 577 | 8,83 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 105 069 | 5,71 | 2 065 | 6,01 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 38 145 | 35,73 | 750 | 36,18 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 290 189 | 1,94 | 5 702 | 2,26 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 137 394 | 5,38 | 2 700 | 5,68 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 480 767 | 6,68 | 9 447 | 7,01 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 1 617 265 | 3,24 | 31 779 | 3,56 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10 176 | 1 935,20 | 200 | 2 111,11 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 37 202 | 235,30 | 731 | 236,87 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 67 311 | 2,16 | 1 323 | 2,48 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 10 336 | 0,44 | 203 | 1,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 282 553 | 5 552 | ||||||
| 2025-07-15 | 13F | Tenon Financial LLC | 137 728 | 4,99 | 2 706 | 5,33 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 792 | 16 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 362 645 | 5,91 | 7 143 | 6,49 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 380 773 | 218,33 | 7 482 | 219,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 86 619 | 276,96 | 1 699 | 277,33 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 132 649 | 495,29 | 2 607 | 497,71 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 709 191 | 4,19 | 13 936 | 4,52 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 276 241 | 3,58 | 5 428 | 3,91 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 69 422 | 4,67 | 1 364 | 5,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 019 | 79 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 78 609 | 1,04 | 1 545 | 1,31 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 31 429 | 7,86 | 618 | 8,25 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 55 172 | 0,36 | 1 084 | 0,74 | ||||
| 2025-07-28 | 13F | Tlwm | 1 159 357 | 1,01 | 22 781 | 1,32 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1 411 | 1 019,84 | 28 | 1 250,00 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 104 724 | 10,33 | 2 058 | 10,65 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 263 792 | 5,05 | 5 184 | 5,37 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 227 043 | 17,75 | 4 461 | 18,11 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 115 980 | 1,61 | 2 279 | 1,92 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 19 653 | 22,90 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 135 146 | 5,98 | 2 656 | 6,29 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 14 968 | 294 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 23 330 | 458 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 716 | 14 | ||||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 322 223 | 1,36 | 6 332 | 1,67 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 70 078 | 1 376 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 844 898 | 8,71 | 16 602 | 9,04 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 63 067 | 7,01 | 1 239 | 7,37 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 711 259 | 4,84 | 13 976 | 5,17 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8 882 353 | 2,71 | 174 538 | 3,02 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 27 672 | 67,66 | 544 | 68,11 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 949 611 | 0,02 | 18 649 | 0,25 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 42 289 | 21,76 | 831 | 22,06 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 51 200 | 5,08 | 1 009 | 5,65 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 815 374 | 1,24 | 94 622 | 1,55 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 29 694 | 583 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 75 007 | 129,91 | 1 474 | 130,52 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 52 951 | 3,93 | 1 040 | 4,21 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 51 119 | 1 004 | ||||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 80 055 | 1 573 | ||||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 44 280 | 870 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2 415 100 | 0,25 | 47 457 | 0,56 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 102 579 | 1,16 | 2 016 | 1,46 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 196 108 | 4,91 | 3 854 | 5,24 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 25 828 | 4,20 | 508 | 4,54 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 189 438 | 20,26 | 3 722 | 20,65 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 58 306 | 3,53 | 1 146 | 4,00 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 40 461 | 11,08 | 795 | 11,50 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 10 864 | 213 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 173 053 | 4,75 | 3 400 | 5,07 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 56 905 | 7,14 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 28 179 | 96,78 | 554 | 97,50 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 319 044 | 1,67 | 6 269 | 1,98 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 47 010 | 2,15 | 924 | 2,44 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 901 386 | 6,76 | 17 711 | 7,07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4 000 991 | 10,91 | 78 619 | 11,25 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7 265 | 7,85 | 143 | 8,40 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 428 670 | 8 423 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 426 509 | 0,23 | 47 681 | 0,53 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 27 241 | 13,20 | 535 | 14,32 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 55 384 | 24,80 | 1 088 | 25,20 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 198 093 | 8,19 | 3 893 | 8,53 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 59 | 1 | ||||||
| 2025-07-07 | 13F | Horizons Wealth Management | 186 355 | 1,23 | 3 662 | 1,53 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 508 564 | 1,02 | 9 993 | 1,33 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 102 039 | 10,06 | 2 005 | 10,41 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 168 329 | 27,39 | 3 308 | 27,78 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 7 400 | 211 | ||||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 20 300 | 7,80 | 399 | 8,15 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 692 706 | 12,73 | 13 612 | 13,08 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 62 785 | 2,13 | 1 234 | 2,41 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5 433 | 0,43 | 107 | 0,95 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 479 795 | 0,35 | 9 428 | 0,65 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 658 | 0 | ||||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 432 241 | 3,19 | 8 513 | 3,63 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 41 522 | 279,68 | 816 | 280,84 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 241 046 | 20,01 | 4 737 | 20,45 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 41 522 | 816 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 200 699 | 4 | ||||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 46 712 | 4,48 | 918 | 4,80 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 32 982 | 0,56 | 648 | 0,93 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8 320 | 8,97 | 163 | 9,40 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 174 068 | 4,53 | 3 420 | 4,84 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 40 410 | 1,55 | 794 | 1,93 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 47 700 | 64,28 | 934 | 67,38 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 17 885 | 3,24 | 351 | 3,54 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 52 410 | 38,46 | 1 030 | 39,62 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 390 775 | 3,98 | 8 | 0,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 101 114 | 2 | ||||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 116 613 | 0,53 | 2 292 | 0,84 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 748 053 | 1,76 | 14 699 | 2,08 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 28 040 | 0,50 | 551 | 0,73 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 14 589 | 110,43 | 287 | 111,85 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 80 878 | 0,87 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 5 142 382 | 1 914,23 | 262 | -94,78 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 50 644 | 3,28 | 995 | 3,65 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 49 557 795 | 70,04 | 973 811 | 70,56 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 336 298 | 3,33 | 6 608 | 4,01 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 18 370 | 361 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 524 | 30 | ||||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 343 326 | 4,25 | 6 746 | 4,57 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 439 971 | 2,17 | 8 645 | 2,49 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 30 631 | 86,51 | 602 | 87,23 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 613 937 | 5,81 | 12 | 9,09 | ||||
| 2025-07-08 | 13F | Red Spruce Capital, LLC | 496 580 | 0,29 | 9 758 | 0,60 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 17 278 | 54,56 | 340 | 55,50 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1 973 | 39 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2 777 610 | 2,98 | 54 580 | 3,29 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 262 997 | 10,41 | 5 168 | 10,74 | ||||
| 2025-07-16 | 13F | Kirr Marbach & Co Llc /in/ | 684 997 | 4,38 | 13 460 | 4,70 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 139 729 | 2 722 | ||||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 31 865 | 130,04 | 626 | 131,00 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 114 769 | 2,08 | 2 255 | 2,41 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 63 627 | 3,04 | 1 250 | 3,39 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 193 320 | 14,62 | 4 | 0,00 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 40 067 | 2,17 | 1 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 419 533 | 4,56 | 27 894 | 4,88 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 205 294 | 0,55 | 4 034 | 0,88 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 37 879 | 188,84 | 744 | 190,63 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 32 841 | 135,00 | 645 | 136,26 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 33 799 | 110,87 | 664 | 112,14 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 243 148 | 58,35 | 4 778 | 58,81 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 46 113 | 3,44 | 906 | 3,78 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 44 181 | 868 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 242 656 | 11,34 | 4 768 | 11,69 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 33 613 | 0,05 | 660 | 0,30 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 30 660 | 0,99 | 601 | 1,52 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 30 044 | 7,89 | 590 | 8,26 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 27 710 | 5,93 | 545 | 6,25 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 622 372 | 4,10 | 12 230 | 4,42 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6 224 885 | 4,84 | 122 319 | 5,16 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 266 894 | 4,05 | 5 244 | 4,38 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 14 949 | 12,47 | 294 | 12,69 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 61 306 | 18,82 | 1 205 | 19,21 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 14 629 | 14,14 | 287 | 14,34 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 132 734 | 136,86 | 2 608 | 137,74 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 22 926 | 0,08 | 450 | 0,45 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 39 261 | 1,08 | 771 | 1,45 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 567 995 | 0,34 | 11 161 | 0,65 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 334 549 | 4,03 | 6 574 | 4,35 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 1 675 353 | 5,68 | 32 921 | 6,00 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 82 907 | 1,08 | 1 629 | 1,43 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 18 700 | 23,03 | 367 | 23,57 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 84 539 | 1,49 | 1 661 | 1,84 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 17 744 | 31,71 | 348 | 32,44 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1 086 314 | 3,83 | 21 346 | 4,15 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 15 824 | 10,69 | 311 | 11,47 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 50 773 | 17,73 | 1 | |||||
| 2025-08-07 | 13F | SFE Investment Counsel | 245 436 | 14,01 | 4 823 | 14,35 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 204 481 | 17,09 | 4 018 | 17,45 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 178 168 | 0,86 | 3 501 | 1,18 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 55 991 | 1,03 | 1 100 | 1,38 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 784 423 | 4,18 | 15 414 | 4,49 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 179 761 | 10,95 | 3 532 | 11,31 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 373 666 | 2,60 | 7 343 | 2,92 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 90 300 | 5,50 | 1 774 | 5,85 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 200 579 | 0,23 | 3 941 | 0,54 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 15 758 | 55,77 | 310 | 56,06 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 67 181 | 7,88 | 1 320 | 8,29 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 67 105 | 1 319 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 72 014 | 610,06 | 1 415 | 614,65 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 21 335 | 12,67 | 419 | 13,24 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 73 460 | 3,00 | 1 443 | 3,29 | ||||
| 2025-08-01 | 13F | GPM Growth Investors, Inc. | 437 196 | 4,02 | 8 591 | 4,34 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 51 | 1 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 36 297 | 1,24 | 713 | 1,57 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 17 696 | 6,39 | 348 | 6,77 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 923 717 | 15,12 | 18 | 20,00 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 9 300 | 210,00 | 183 | 213,79 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 507 778 | 2,22 | 9 978 | 2,53 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 4 134 | 1,08 | 81 | 1,25 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 75 825 | 45,50 | 1 490 | 45,98 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 439 526 | 10,78 | 8 637 | 11,12 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 749 951 | 23,08 | 14 737 | 23,46 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 177 805 | 1,46 | 3 494 | 1,75 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 060 598 | 7,09 | 20 841 | 7,41 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 218 666 | 5,96 | 4 297 | 6,28 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 6 383 | 125 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 32 547 | 89,41 | 638 | 89,88 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 64 421 | 10,90 | 1 266 | 11,26 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 162 917 | 0,01 | 3 201 | 0,47 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 127 781 | 9,69 | 2 511 | 9,99 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 301 243 | 6,87 | 5 919 | 7,21 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 76 078 | 1,85 | 1 495 | 2,12 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 90 975 | 9,32 | 1 788 | 9,63 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 173 665 | 21,13 | 3 413 | 21,51 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 174 244 | 15,44 | 3 424 | 15,80 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 725 | 0,47 | ||||||
| 2025-08-08 | 13F | Financial Life Planners | 20 731 | 6,47 | 407 | 6,82 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 24 418 | 1,01 | 480 | 1,27 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 298 090 | 13,28 | 26 | 13,64 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 244 051 | 0,11 | 4 796 | 0,42 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 16 125 | 42,66 | 317 | 42,34 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 88 408 | 9,36 | 1 737 | 9,73 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 18 950 | 372 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 2 410 055 | 5,36 | 47 358 | 5,68 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 42 859 | 1,94 | 842 | 2,31 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 26 383 | 0,72 | 518 | 0,97 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 30 131 | 0,23 | 592 | 0,68 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1 085 086 | 15,59 | 21 322 | 15,94 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 2 984 509 | 13,90 | 58 646 | 14,25 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 295 702 | 2,86 | 5 811 | 3,18 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 512 527 | 4,64 | 10 071 | 4,96 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5 250 884 | 4,41 | 103 180 | 4,73 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 16 195 | 7,82 | 318 | 8,16 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 12 489 | 0,01 | 245 | 0,41 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 21 549 | 40,18 | 423 | 40,53 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 11 992 | 236 | ||||||
| 2025-07-21 | 13F | River Street Advisors LLC | 131 491 | 8,82 | 2 584 | 9,13 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 36 181 | 7,90 | 711 | 8,23 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 58 921 | 7,92 | 1 158 | 8,23 |
