Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF comprennent Exchange Traded Concepts, Llc, Charter Capital Management, LLC\DE, Glenmede Investment Management, LP, Modern Wealth Management, LLC, WCG Wealth Advisors LLC, Diversified Trust Co, Mount Yale Investment Advisors, LLC, Gateway Wealth Partners, LLC, Virtus Family Office LLC, Harbor Asset Planning, Inc., Evoke Wealth, Llc, Congress Wealth Management LLC / DE /, Maridea Wealth Management LLC, Kcm Investment Advisors Llc, Intellus Advisors LLC, Scott Marsh Financial, LLC, Wood Tarver Financial Group, LLC, Leo Wealth, LLC, Pinnacle Wealth Planning Services, Inc., et Qrg Capital Management, 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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 220 364 | 51 585 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 679 807 | 0,47 | 28 735 | 5,09 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 7 989 | 0,43 | 338 | 4,98 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 2 272 614 | 2,00 | 96 063 | 6,70 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 6 082 | 0,28 | 257 | 4,90 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 11 123 | 62,59 | 470 | 70,29 | ||||
| 2025-07-22 | 13F | Iowa State Bank | 4 750 | 201 | ||||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 14 068 | 15,38 | 595 | 20,73 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 613 385 | 2,29 | 25 928 | 6,99 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 298 | 0,39 | 97 | 5,43 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1 125 | 0,45 | 48 | 4,44 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 139 305 | 0,14 | 5 888 | 4,75 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 2 400 | 101 | ||||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 304 800 | 3,20 | 12 884 | 7,94 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7 869 | 35,23 | 333 | 41,28 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 330 | 0,30 | 14 | 0,00 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 3 424 | 0,44 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 2 438 | 28,32 | 103 | 35,53 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 35 838 | 12,68 | 1 515 | 17,82 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 2 573 | 110 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 734 389 | 1,19 | 31 043 | 5,84 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 221 629 | 0,04 | 9 368 | 4,65 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 13 097 | 26,63 | 554 | 33,57 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 39 378 | 4,51 | 1 665 | 9,33 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 5 335 | 226 | ||||||
| 2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 534 386 | 13,90 | 21 595 | 14,10 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 1 500 | 63 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 21 117 | 32,06 | 893 | 38,08 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 7 571 | 0,41 | 320 | 5,26 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 25 | 1 | ||||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 125 | 108,33 | 5 | 150,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 24 100 | 15,64 | 1 019 | 20,90 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 5 023 | 0,16 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 808 | 76 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 11 989 | 0,01 | 507 | 4,55 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 211 | 9 | ||||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 560 276 | 23 683 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 21 942 | 927 | ||||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 79 620 | 24,60 | 3 347 | 31,67 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 35 374 | 0,37 | 1 495 | 4,99 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 54 714 | 14,61 | 2 313 | 19,85 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 11 154 | 472 | ||||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 659 459 | 20,16 | 27 875 | 25,69 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 7 229 | 4,94 | 306 | 9,71 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 135 637 | 2,36 | 5 733 | 7,08 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 785 997 | 2,87 | 75 494 | 7,60 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 57 746 | 0,06 | 2 441 | 4,63 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 8 762 | 370 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 14 068 | 710,84 | 595 | 748,57 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 79 587 | 182,24 | 3 364 | 195,35 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 185 930 | 3,30 | 7 859 | 8,06 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 6 385 | 270 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 465 | 33,55 | 62 | 38,64 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 486 251 | 17,26 | 20 554 | 22,66 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 138 248 | 3,92 | 5 844 | 8,71 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5 326 | 5,95 | 225 | 10,84 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 21 275 | 1,44 | 899 | 6,14 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 11 565 365 | 1,62 | 488 868 | 6,30 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 179 | 7 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 6 198 | 0,11 | 262 | 4,40 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 12 915 | 546 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 103 308 | 0,21 | 4 430 | 6,31 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 32 345 | 0,27 | 1 367 | 5,48 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 72 790 | 3 077 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 719 038 | 0,36 | 199 474 | 4,98 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 10 913 | 0,54 | 461 | 5,25 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 384 057 | 1,28 | 16 234 | 5,94 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 23 256 | 1,42 | 983 | 6,16 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9 001 | 2,62 | 380 | 7,34 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 699 | 0,43 | 30 | 3,57 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 8 446 | 357 | ||||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 9 760 | 0,39 | 413 | 5,10 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 12 292 | 10,69 | 520 | 15,85 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 2 529 | 88,31 | 107 | 96,30 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 305 775 | 2,17 | 12 925 | 6,88 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1 043 864 | 93,59 | 37 710 | 73,06 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 10 352 | 0,22 | 438 | 4,80 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 31 408 | 1 328 | ||||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 10 017 | 0,40 | 423 | 4,96 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 9 148 | 0,42 | 387 | 4,89 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 9 271 | 0,99 | 392 | 6,54 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 573 701 | 5,02 | 24 250 | 9,86 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 16 525 | 699 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 9 737 | 412 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 270 761 | 10,71 | 11 445 | 15,82 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 58 761 | 5,56 | 2 484 | 10,40 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 21 988 | 929 | ||||||
| 2025-07-09 | 13F | GSG Advisors LLC | 14 822 | 0,32 | 627 | 10,41 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 5 350 | 2,77 | 226 | 7,62 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 4 881 | 206 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 500 | 21 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 3 475 | 16,81 | 147 | 21,67 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 19 279 | 5,63 | 815 | 10,45 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 1 258 | 0 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 7 060 | 1,41 | 298 | 6,05 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 640 | 42,22 | 27 | 50,00 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 282 | 4,85 | ||||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 4 606 | 0,37 | 195 | 4,86 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 5 147 | 218 | ||||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 6 989 | 0,13 | 295 | 4,61 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 163 059 | 28,20 | 6 862 | 34,69 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 89 970 | 2,94 | 3 803 | 7,70 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8 419 | 19,64 | 356 | 25,00 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 23 233 | 2,67 | 982 | 7,44 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 131 198 | 0,20 | 5 546 | 7,61 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3 730 360 | 4 246,47 | 88 | -97,46 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 7 952 | 0,58 | 336 | 5,33 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 29 280 | 1 238 | ||||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 20 442 | 0,01 | 864 | 4,73 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 4 861 | 0 | ||||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 5 757 | 243 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 49 004 | 871,92 | 2 071 | 915,20 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 690 682 | 0,49 | 115 834 | 7,05 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 9 866 | 25,27 | 417 | 31,13 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 775 881 | 5,07 | 32 796 | 9,91 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 487 549 | 9,64 | 20 609 | 14,69 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 17 112 | 5,50 | 723 | 10,38 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 153 090 | 2 909,44 | 6 471 | 3 056,59 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 21 015 | 0,04 | 888 | 4,72 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 24 082 | 31,24 | 1 018 | 37,25 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 11 885 | 237 600,00 | 502 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 72 533 | 221,78 | 3 066 | 236,81 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 131 777 | 5,42 | 5 570 | 10,28 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 15 489 | 655 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 331 085 | 15,62 | 13 995 | 20,94 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 74 160 | 3 135 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 60 442 | 1,42 | 2 555 | 6,06 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 7 124 | 25,47 | 301 | 31,44 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 6 793 | 0,41 | 276 | 7,81 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 9 366 | 31,42 | 396 | 37,15 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 2 080 682 | 0,45 | 87 950 | 5,08 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 119 189 | 0,26 | 5 | 25,00 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 2 833 | 121 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 388 865 | 1,29 | 16 | 6,67 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 2 652 | 0,49 | 112 | 5,66 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 810 643 | 3,58 | 119 | 8,26 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 9 224 | 0,15 | 390 | 4,57 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 39 404 | 23,75 | 1 666 | 29,47 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 905 165 | 30 898,80 | 38 261 | 32 601,71 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 78 802 | 1,42 | 3 | 0,00 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 10 074 | 426 | ||||||
| 2025-08-14 | 13F | Syon Capital Llc | 5 178 | 219 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8 586 | 1 551,15 | 363 | 596,15 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 4 551 | 0,04 | 192 | 4,92 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 526 | 0,38 | 22 | 4,76 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 24 400 | 1 031 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 31 943 | 17,65 | 1 350 | 23,06 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 881 756 | 1,78 | 79 542 | 6,46 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 32 736 | 5 356,00 | 1 384 | -7,18 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 328 | 14 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 8 143 | 93,33 | 344 | 102,35 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 8 139 | 344 | ||||||
| 2025-08-05 | 13F | Marion Wealth Management | 193 183 | 24,32 | 8 166 | 30,04 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 8 948 | 1,39 | 378 | 6,18 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 7 389 | 312 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 9 765 | 0,03 | 424 | 9,87 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 6 293 | 5,36 | 266 | 9,96 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 21 680 | 163,43 | 916 | 175,90 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 7 545 | 0 | ||||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 8 400 | 355 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 4 860 | 205 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 374 751 | 0,47 | 58 111 | 5,10 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 17 746 | 8,25 | 750 | 13,29 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 6 050 | 256 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 7 343 268 | 4,74 | 310 447 | 9,54 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 214 410 | 0,97 | 9 106 | 5,22 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 48 915 | 295,02 | 2 068 | 313,40 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3 701 | 0,43 | 156 | 5,41 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 1 832 085 | 3,63 | 77 442 | 8,40 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 31 907 | 4,51 | 1 349 | 9,33 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9 265 | 40,85 | 392 | 47,55 | ||||
| 2025-08-14 | 13F | Fmr Llc | 180 181 | 7,89 | 7 616 | 12,86 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 487 676 | 1,18 | 20 614 | 5,84 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4 928 | 208 | ||||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 16 794 | 0,08 | 710 | 4,88 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 336 570 | 7,87 | 14 227 | 12,83 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8 658 | 11,43 | 369 | 17,57 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6 587 | 7,81 | 278 | 13,01 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 5 468 | 0,42 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 401 259 | 11,37 | 16 961 | 21,12 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 5 913 | 250 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 366 197 | 24,39 | 15 479 | 30,12 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 1 231 705 | 0,56 | 52 074 | 5,21 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 230 697 | 12,94 | 9 752 | 18,14 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 47 244 | 9,55 | 1 997 | 14,58 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 334 657 | 2,77 | 14 146 | 7,49 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10 322 | 19,65 | 436 | 25,29 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 209 701 | 1,78 | 51 134 | 6,47 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 53 125 | 1,28 | 2 246 | 5,95 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 344 063 | 1,24 | 14 544 | 5,91 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 120 917 | 84,07 | 5 111 | 92,58 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 2 369 | 100 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 3 186 528 | 0,58 | 134 695 | 5,21 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 38 371 | 17,85 | 1 622 | 23,27 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 4 882 | 206 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 9 193 | 2,70 | 389 | 7,48 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 0 | 0 | ||||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 25 861 | 4,93 | 1 102 | 14,93 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7 590 | 16,14 | 321 | 21,21 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 607 164 | 50,12 | 25 665 | 57,03 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 545 500 | 0,11 | 23 058 | 4,72 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 4 956 | 209 | ||||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 43 571 | 2,59 | 1 842 | 7,28 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 6 988 | 295 | ||||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 4 745 | 201 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 497 035 | 2,69 | 21 010 | 7,42 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 135 757 | 1,38 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 28 088 | 31,01 | 1 187 | 37,07 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 8 870 | 0,05 | 375 | 4,47 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 50 720 | 31,50 | 2 | 100,00 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 14 260 | 603 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 304 284 | 12 862 | ||||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 7 785 | 335 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 847 | 1 412,50 | 36 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 4 860 | 205 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1 002 | 34,50 | 42 | 40,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 39 282 | 1,92 | 1 660 | 6,62 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 6 448 | 273 | ||||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 87 324 | 7,68 | 3 729 | 24,27 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 8 565 | 362 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 32 129 | 111,68 | 1 358 | 121,53 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 359 | 4,66 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 38 340 | 1,05 | 1 613 | 6,19 |
