Grundlæggende statistik
| Institutionelle ejere | 381 total, 381 long only, 0 short only, 0 long/short - change of 8,83% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4763 % - change of 7,68% MRQ |
| Institutionelle aktier (lange) | 121.305.498 (ex 13D/G) - change of 17,23MM shares 16,55% MRQ |
| Institutionel værdi (lang) | $ 2.433.867 USD ($1000) |
Institutionelt ejerskab og aktionærer
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF (US:BSCS) har 381 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 121,305,498 aktier. Største aktionærer omfatter Morgan Stanley, Wells Fargo & Company/mn, LPL Financial LLC, Raymond James Financial Inc, Lido Advisors, LLC, TruWealth Advisors, LLC, Bank Of America Corp /de/, UBS Group AG, Invesco Ltd., and Hartland & Co., LLC .
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF (NasdaqGM:BSCS) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of April 17, 2026 is 20,52 / share. Previously, on April 21, 2025, the share price was 20,25 / share. This represents an increase of 1,36% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-21 | 13F | Crews Bank & Trust | 19.565 | 0,00 | 403 | 0,25 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 27.770 | -1,79 | 572 | -1,55 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 2.050.907 | 22,51 | 42.249 | 22,69 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 148.517 | -2,33 | 3.033 | -3,16 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 49.246 | -38,69 | 1.006 | -39,24 | ||||
| 2026-01-23 | 13F | Reuter James Wealth Management, Llc | 58.205 | 16,70 | 1.199 | 16,98 | ||||
| 2026-02-10 | 13F | Ellevest, Inc. | 124.306 | 8,04 | 2.561 | 8,20 | ||||
| 2026-01-30 | 13F | Axis Wealth Partners, LLC | 25.376 | 76,52 | 523 | 76,95 | ||||
| 2026-01-26 | 13F | Farnam Financial LLC | 256.323 | 15,44 | 5.280 | 15,61 | ||||
| 2026-02-09 | 13F | Redmond Asset Management, LLC | 74.873 | 3,35 | 1.542 | 3,49 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 2.927 | 16,57 | ||||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 52.350 | -6,01 | 1.078 | -5,85 | ||||
| 2026-02-09 | 13F | Roundview Capital LLC | 79.649 | 0,00 | 1.641 | 0,12 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 1.424.368 | 1,76 | 29.090 | 0,88 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 36.108 | 738 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 669 | 1,67 | 14 | 0,00 | ||||
| 2026-02-19 | 13F | Claris Financial LLC | 13.743 | 283 | ||||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 910.954 | 10,39 | 18.766 | 10,54 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 3.714.617 | 6,48 | 76.521 | 6,64 | ||||
| 2026-04-01 | 13F | Beacon Financial Group | 67.076 | 332,75 | 1.382 | 334,28 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 14.500 | 26,09 | 299 | 26,27 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 117.722 | 8,03 | 2.425 | 8,21 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 147.828 | 10,14 | 3.019 | 9,23 | ||||
| 2026-02-17 | 13F | TCG Advisory Services, LLC | 380.070 | 5,41 | 7.829 | 5,57 | ||||
| 2026-02-06 | 13F | Commonwealth Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Argentarii, LLC | 15.558 | 320 | ||||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 179.993 | -8,00 | 3.708 | -7,88 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 47.350 | -4,69 | 975 | -4,51 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 522 | 11 | ||||||
| 2026-01-28 | 13F | Proathlete Wealth Management Llc | 43 | 0,00 | 1 | |||||
| 2026-04-13 | 13F | Ledgewood Wealth Advisors, LLC | 435.104 | 0,95 | 8.886 | 0,09 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 580 | -31,28 | 12 | -35,29 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 42.711 | 279,59 | 880 | 280,52 | ||||
| 2026-02-09 | 13F | CBIZ Investment Advisory Services, LLC | 3.941 | 1,10 | 81 | 1,25 | ||||
| 2026-02-09 | 13F | Carroll Advisory Group, LLC | 172.557 | 3.555 | ||||||
| 2026-02-09 | 13F | Coordinated Financial Services, Inc. | 43.246 | 4,03 | 891 | 4,09 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 23.647 | 21,70 | 487 | 22,06 | ||||
| 2026-01-07 | 13F | Everpar Advisors Llc | 61.343 | 3,80 | 1.264 | 3,95 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 25.423 | -7,63 | 524 | -7,60 | ||||
| 2026-01-30 | 13F | Keybank National Association/oh | 16.626 | 342 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 22.093 | -7,70 | 451 | -8,52 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 4.542.994 | 1,49 | 92.782 | 0,62 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 33.504 | 3,93 | 690 | 4,07 | ||||
| 2026-02-02 | 13F | Sun Financial Inc | 17.358 | 358 | ||||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 968.703 | 19.955 | ||||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 474.328 | 29,19 | 9.771 | 29,38 | ||||
| 2026-04-20 | 13F | Gilbert Capital Group, Inc. | 63.625 | 0,00 | 1.299 | -0,84 | ||||
| 2026-02-12 | 13F | Oder Investment Management, LLC | 42.459 | 16,49 | 875 | 16,69 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 51.731 | -4,42 | 1 | 0,00 | ||||
| 2026-04-06 | 13F | CX Institutional | 1.313 | 1,08 | 0 | |||||
| 2026-01-29 | 13F | Howard Wealth Management, Llc | 260.467 | 9,96 | 5.366 | 10,12 | ||||
| 2026-04-09 | 13F | Butensky & Cohen Financial Security, Inc | 74.305 | 6,92 | 1.518 | 6,01 | ||||
| 2026-02-13 | 13F | Venture Visionary Partners LLC | 14.043 | 289 | ||||||
| 2026-02-24 | 13F | Astoria Portfolio Advisors LLC. | 50.605 | 121,86 | 1.042 | 121,96 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 192.063 | 16,61 | 3.957 | 16,80 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 10.671 | 0,00 | 220 | 0,00 | ||||
| 2026-04-20 | 13F | City State Bank | 967 | 20 | ||||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 36 | -97,75 | 1 | -100,00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 81.854 | 34,58 | 1.672 | 33,47 | ||||
| 2026-01-21 | 13F | Landaas & Co /wi /adv | 24.763 | 0,00 | 510 | 0,20 | ||||
| 2026-01-21 | 13F | Western Financial Corp/CA | 47.945 | -0,42 | 988 | -0,30 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 7.133 | -97,84 | 147 | -97,85 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 333.416 | -49,67 | 6.809 | -50,11 | ||||
| 2026-01-23 | 13F | Carnegie Capital Asset Management, LLC | 307.572 | 8,60 | 6.336 | 8,76 | ||||
| 2026-01-28 | 13F | Wingate Wealth Advisors, Inc. | 79.331 | 0,78 | 1.634 | 0,93 | ||||
| 2026-01-29 | 13F | Camelot Portfolios, LLC | 75.871 | -14,23 | 1.563 | -14,13 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | McCarthy & Cox | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | G2 Capital Management, Llc / Oh | 80.548 | 1,11 | 1.659 | 1,28 | ||||
| 2026-02-11 | 13F | Vaughan David Investments Inc/il | 434.705 | 5,56 | 9 | 0,00 | ||||
| 2026-01-26 | 13F | Old Point Trust & Financial Services N A | 59.617 | 9,09 | 1.228 | 9,25 | ||||
| 2026-04-09 | 13F | Lantz Financial LLC | 139.734 | 0,76 | 2.854 | -0,11 | ||||
| 2026-01-20 | 13F | ETF Portfolio Partners, Inc. | 9.914 | 0,00 | 204 | 0,49 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 32.647 | 132,94 | 673 | 133,33 | ||||
| 2026-02-14 | 13F | Adalta Capital Management LLC | 21.290 | 439 | ||||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 1.087.252 | 8,15 | 22.397 | 8,31 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 227.648 | -0,81 | 4.690 | -0,68 | ||||
| 2026-02-12 | 13F | First International Bank of Israel Ltd. | 498.000 | 0,00 | 10.259 | 0,15 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 137.236 | 22,30 | 2.803 | 21,25 | ||||
| 2025-11-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-14 | 13F | West Branch Capital LLC | 1.073 | 1,13 | 22 | 0,00 | ||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 33.868 | 5,01 | 698 | 5,13 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 271.336 | -1,84 | 5.590 | -1,69 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 541.660 | 9,67 | 11.062 | 8,73 | ||||
| 2026-04-07 | 13F | Eastern Bank | 7.638 | -47,60 | 156 | -48,33 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 7.352 | 15,24 | 151 | 15,27 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 381.273 | 30,38 | 7.854 | 30,57 | ||||
| 2026-01-29 | 13F | ProVise Management Group, LLC | 297.270 | 24,94 | 6.124 | 25,11 | ||||
| 2026-04-17 | 13F | Kirr Marbach & Co Llc /in/ | 644.876 | 2,53 | 13.170 | 1,65 | ||||
| 2026-01-28 | 13F | Marietta Wealth Management, LLC | 345.287 | 6,16 | 7.113 | 6,31 | ||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 1.605 | 33 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1.089.771 | 5,59 | 22.453 | 5,84 | ||||
| 2026-01-22 | 13F | Yoder Wealth Management, Inc. | 13.450 | 0,00 | 277 | 0,36 | ||||
| 2026-02-04 | 13F | Foundry Financial Group, Inc. | 9.995 | 0,00 | 206 | 0,00 | ||||
| 2026-04-09 | 13F | Red Spruce Capital, LLC | 437.215 | 116,74 | 8.929 | 135,04 | ||||
| 2026-01-16 | 13F | BridgePort Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Livet Wealth, LLC | 122.022 | 2.514 | ||||||
| 2026-02-09 | 13F | Gs Investments, Inc. | 75 | 0,00 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 34.695 | 176,92 | 715 | 177,82 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 20.681 | 0,89 | 422 | 0,00 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 13.491 | 3,00 | 278 | 2,97 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 9.710 | 200 | ||||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 467.496 | 10,41 | 10 | 12,50 | ||||
| 2026-02-17 | 13F | Creative Planning | 86.785 | -25,66 | 1.788 | -25,57 | ||||
| 2026-01-20 | 13F | Independence Bank of Kentucky | 53.600 | 0,38 | 1.104 | 0,55 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Sigma Investment Counselors Inc | 17.505 | 15,70 | 361 | 15,76 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 11.220 | -0,91 | 229 | -0,43 | ||||
| 2026-04-16 | 13F | Clark Asset Management, LLC | 1.110.412 | 15,28 | 22.678 | 14,29 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 25.171 | -1,68 | 514 | -2,47 | ||||
| 2026-01-22 | 13F | Willis Johnson & Associates, Inc. | 14.411 | 0,00 | 297 | 0,00 | ||||
| 2026-02-13 | 13F | Alerus Financial Na | 5.547 | 0,00 | 114 | 0,00 | ||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 12.472 | 0 | ||||||
| 2026-01-16 | 13F | Tenon Financial LLC | 77.675 | 154,33 | 1.600 | 155,18 | ||||
| 2025-11-12 | 13F | Angeles Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Darden Wealth Group Inc | 10.000 | 0,00 | 206 | 0,49 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 117.710 | -56,89 | 2.425 | -56,84 | ||||
| 2026-04-15 | 13F | Aspen Investment Management Inc | 163.291 | -0,26 | 3 | 0,00 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 975 | 0,00 | 20 | -5,00 | ||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 129.857 | 13,53 | 2.652 | 12,56 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 388 | 124,28 | 8 | 133,33 | ||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 246.336 | 23,95 | 5.075 | 24,12 | ||||
| 2026-02-12 | 13F | Richmond Investment Services, LLC | 91.585 | 2,86 | 1.887 | 3,00 | ||||
| 2026-01-27 | 13F | Leisure Capital Management | 157.258 | 2,99 | 3.240 | 3,15 | ||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 12.331 | 0,30 | 252 | -0,79 | ||||
| 2026-02-13 | 13F | Tassel Capital Management, Inc. | 18.196 | 12,12 | 375 | 12,31 | ||||
| 2026-02-17 | 13F | Fmr Llc | 3.882 | 14,41 | 80 | 14,49 | ||||
| 2026-01-21 | 13F | Wilkins Miller Wealth Management, LLC | 313.887 | -0,91 | 6.466 | -0,40 | ||||
| 2026-01-22 | 13F | Trilogy Capital Inc. | 220.193 | 4,18 | 4.536 | 4,32 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 629.235 | -4,01 | 12.962 | -3,87 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 122.815 | 51,06 | 2.530 | 51,26 | ||||
| 2026-02-04 | 13F | Strategic Family Wealth Counselors, L.L.C. | 26.410 | 29,84 | 542 | 29,67 | ||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 138.300 | 26,00 | 2.835 | 25,61 | ||||
| 2026-01-16 | 13F | Marquette Asset Management, LLC | 3.852 | 0,31 | 79 | 1,28 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 11.968 | -0,66 | 244 | -1,61 | ||||
| 2026-01-23 | 13F | JM2 Capital Inc. | 34.502 | 711 | ||||||
| 2026-02-05 | 13F | Phoenix Holdings Ltd. | 34.909 | -75,88 | 719 | -75,87 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 26.974 | 31,20 | 556 | 31,52 | ||||
| 2026-04-15 | 13F | NorthAvenue LLC | 224.364 | 5,85 | 4.582 | 4,95 | ||||
| 2026-02-17 | 13F | Clark Capital Management Group, Inc. | 20.228 | 417 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 802 | 0,00 | 16 | 0,00 | ||||
| 2026-01-23 | 13F | First PREMIER Bank | 305 | 0,00 | 0 | |||||
| 2026-02-12 | 13F | Manchester Financial Inc | 1.011.972 | 2,00 | 20.847 | 2,15 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Accurate Wealth Management, LLC | 58.437 | 59,08 | 1.203 | 58,71 | ||||
| 2026-02-05 | 13F | Hills Bank & Trust Co | 2.386.712 | 1,06 | 49.166 | 1,21 | ||||
| 2026-02-17 | 13F | Imprint Wealth LLC | 113 | 2 | ||||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 440 | 0,00 | 9 | 0,00 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 153.463 | 5,75 | 3.161 | 5,90 | ||||
| 2026-04-07 | 13F | SMI Advisory Services, LLC | 17.173 | 5,39 | 351 | 4,48 | ||||
| 2025-11-10 | 13F | Tableaux Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | IMA Wealth, Inc. | 6.160 | 0,00 | 127 | 0,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 471.505 | 11,57 | 9.713 | 11,73 | ||||
| 2026-02-11 | 13F | Fca Corp /tx | 79.192 | 1,88 | 1.631 | 2,07 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 512.659 | 0,11 | 10.470 | -0,70 | ||||
| 2026-01-26 | 13F | Asset Dedication, LLC | 792.335 | 33,37 | 16.322 | 33,57 | ||||
| 2026-02-11 | 13F | Cookson Peirce & Co Inc | 536.700 | 7,96 | 11.056 | 8,12 | ||||
| 2026-02-13 | 13F/A | Newport Capital Group, LLC | 34.864 | 1,11 | 718 | 1,27 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 51.070 | -3,33 | 1.048 | -3,68 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 74.640 | 11,03 | 1.538 | 11,62 | ||||
| 2026-04-08 | 13F | Parisi Gray Wealth Management | 324.810 | 32,17 | 6.634 | 31,04 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 11.941 | -5,75 | 246 | -5,77 | ||||
| 2026-02-10 | 13F | Parr Mcknight Wealth Management Group, Llc | 257.088 | 17,58 | 5.296 | 17,77 | ||||
| 2026-04-16 | 13F | Evexia Wealth Llc | 143.414 | 17,11 | 2.938 | 16,32 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 37.189 | -32,72 | 766 | -32,63 | ||||
| 2026-04-10 | 13F | Integris Wealth Management, LLC | 10.174 | 1,07 | 208 | 0,00 | ||||
| 2026-02-09 | 13F | Goepper Burkhardt LLC | 578.105 | 11,59 | 11.909 | 11,75 | ||||
| 2026-02-10 | 13F | Heritage Trust Co | 81.521 | 20,42 | 1.679 | 20,62 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 49.235 | -19,75 | 1.006 | -20,43 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 39.757 | -5,76 | 819 | -5,65 | ||||
| 2026-01-23 | 13F | Retirement Guys Formula Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Meitav Dash Investments Ltd | 43.900 | 26,71 | 904 | 26,83 | ||||
| 2026-01-30 | 13F | United Community Bank | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Diversified Portfolios, Inc. | 13.170 | 271 | ||||||
| 2026-02-13 | 13F | Cynosure Management, Llc | 41.794 | 0,00 | 861 | 0,12 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 49.920 | -66,14 | 1.028 | -66,09 | ||||
| 2026-02-05 | 13F | AMJ Financial Wealth Management | 447.346 | 0,74 | 9.215 | 0,89 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 92 | 0,00 | 2 | 0,00 | ||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 16.734 | -1,03 | 342 | -2,01 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 11.475 | -4,93 | 236 | -4,84 | ||||
| 2026-01-29 | 13F | Brown Financial Advisory | 20.734 | 0,00 | 427 | 0,23 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 88.084 | -0,09 | 1.815 | 0,06 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 3.062.356 | 6,87 | 63.085 | 7,02 | ||||
| 2026-02-09 | 13F | Shufro Rose & Co Llc | 803.896 | 219,49 | 16.560 | 223,44 | ||||
| 2026-02-09 | 13F | Unified Investment Management | 28.110 | 0,00 | 579 | 0,17 | ||||
| 2026-01-07 | 13F | Aventura Private Wealth, LLC | 62 | 0,00 | 1 | 0,00 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 148.455 | 4,69 | 3.032 | 3,77 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 1.488 | 0,00 | 31 | 0,00 | ||||
| 2026-02-13 | 13F | Strathmore Capital Advisors, Inc. | 44.680 | -4,66 | 920 | -4,56 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 360.111 | 55,17 | 7.355 | 53,85 | ||||
| 2026-01-29 | 13F | Financial Life Planners | 53.999 | -3,86 | 1.112 | -3,72 | ||||
| 2026-04-16 | 13F | True Vision MN LLC | 35.560 | 2,22 | 726 | 1,40 | ||||
| 2026-02-05 | 13F | Wealth Advisors of Iowa, LLC | 14.540 | 32,91 | 300 | 32,89 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 402.830 | -1,84 | 8 | 0,00 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 461.322 | 23,58 | 9.503 | 23,88 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 7.290 | 150 | ||||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 22.142 | 10,59 | 456 | 10,95 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 480 | -42,03 | 10 | -47,06 | ||||
| 2026-02-13 | 13F | Genesis Wealth Advisors, LLC | 109.634 | 6,10 | 2.258 | 6,26 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 108.775 | 2.241 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 27.348 | -39,11 | 563 | -39,00 | ||||
| 2026-02-18 | 13F | Vermillion & White Wealth Management Group, LLC | 36.619 | 1.080,12 | 756 | 1.100,00 | ||||
| 2026-01-26 | 13F | Cordatus Wealth Management LLC | 43.034 | 15,92 | 886 | 16,12 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 5.342.067 | 6,07 | 109.901 | 6,08 | ||||
| 2026-02-27 | 13F | Financially in Tune, LLC | 98.377 | 2.027 | ||||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 19.881 | 0,00 | 410 | 0,25 | ||||
| 2026-04-17 | 13F | First City Capital Management, Inc. | 69.315 | 55,50 | 1.416 | 54,14 | ||||
| 2026-02-05 | 13F | SFE Investment Counsel | 316.637 | 3,84 | 6.523 | 3,99 | ||||
| 2026-02-17 | 13F | Gladstone Institutional Advisory LLC | 124.997 | 2,06 | 2.575 | 2,18 | ||||
| 2026-04-17 | 13F | Morris Financial Concepts, Inc. | 9.708 | 0,00 | 198 | -0,50 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 59.638 | 1,60 | 1.218 | 0,66 | ||||
| 2026-02-17 | 13F | Insight Wealth Partners, LLC | 44.013 | -2,70 | 907 | -2,58 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 3.253 | 67 | ||||||
| 2025-11-17 | 13F | Sterling Financial Group, Inc. | 977.025 | 33,81 | 20.097 | 34,34 | ||||
| 2026-02-09 | 13F | Sawgrass Asset Management Llc | 61.348 | -0,62 | 1.264 | -0,47 | ||||
| 2026-02-12 | 13F | Davis R M Inc | 1.205.579 | 41,57 | 24.835 | 41,78 | ||||
| 2026-01-30 | 13F | First Fiduciary Investment Counsel, Inc. | 39.270 | 112,67 | 1 | |||||
| 2026-01-30 | 13F | GPM Growth Investors, Inc. | 662.293 | -0,69 | 13.643 | -0,55 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 43.648 | -1,26 | 899 | -1,10 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 467.285 | 3,44 | 9.543 | 2,56 | ||||
| 2026-01-09 | 13F | S.E.E.D. Planning Group LLC | 166.925 | -2,33 | 3.439 | -2,19 | ||||
| 2026-04-16 | 13F | Davis Capital Management | 11.082 | -6,35 | 226 | -7,00 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 148.016 | -1,40 | 3.023 | -2,26 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 23.801 | 0,00 | 486 | -0,82 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 2.239 | 49,27 | 46 | 53,33 | ||||
| 2026-02-13 | 13F | Oarsman Capital, Inc. | 17.862 | 0,00 | 368 | 0,00 | ||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 148.577 | -3,75 | 3.034 | -4,59 | ||||
| 2026-02-11 | 13F | Motley Fool Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Hanover Advisors Inc | 63.713 | 5,60 | 1.312 | 5,72 | ||||
| 2026-04-10 | 13F | Voisard Asset Management Group, Inc. | 27.328 | 558 | ||||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 191.666 | 6,95 | 3.948 | 7,11 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 1.046 | 0,00 | 0 | |||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 156.865 | 25,84 | 3.204 | 24,78 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 736 | 185,27 | 15 | 200,00 | ||||
| 2026-04-02 | 13F | Horizons Wealth Management | 202.139 | 5,07 | 4.128 | 4,19 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Golden State Wealth Management, LLC | 112 | 0,90 | 2 | 0,00 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 72.366 | -5,34 | 1.478 | -6,16 | ||||
| 2026-01-29 | 13F | Carmel Capital Partners, LLC | 298.063 | 35,01 | 6.140 | 35,21 | ||||
| 2026-02-12 | 13F | JPL Wealth Management, LLC | 70.456 | 17,06 | 1.451 | 17,21 | ||||
| 2026-01-14 | 13F | Net Worth Advisory Group | 45.476 | 141,05 | 937 | 141,24 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 243.353 | 15,26 | 5.013 | 15,43 | ||||
| 2026-02-12 | 13F | RPg Family Wealth Advisory, LLC | 37.150 | 48,60 | 765 | 48,83 | ||||
| 2026-02-17 | 13F | Vista Investment Management | 371.955 | -2,98 | 7.662 | -2,84 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 44.880 | 75,47 | 925 | 75,67 | ||||
| 2026-02-18 | 13F | Ark Wealth Advisors LLC | 121.233 | 2.497 | ||||||
| 2026-02-10 | 13F | Koss-Olinger Consulting, LLC | 39.674 | 16,73 | 817 | 17,39 | ||||
| 2026-01-21 | 13F | SJS Investment Consulting Inc. | 20.638 | 41,63 | 425 | 42,14 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 11.151 | 230 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 18.383 | 6,19 | 375 | 5,34 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 10.695 | 0,92 | 218 | 0,00 | ||||
| 2026-02-12 | 13F | Stonebridge Capital Advisors LLC | 10.475 | -8,87 | 216 | -8,90 | ||||
| 2026-01-20 | 13F | Semitam Bonam Llc | 81.957 | 7,66 | 1.688 | 7,86 | ||||
| 2026-01-28 | 13F | Members Wealth Llc | 20.093 | 0,00 | 413 | -0,24 | ||||
| 2026-02-17 | 13F | Evergreen Wealth Solutions, LLC | 229.759 | 4.733 | ||||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 127.046 | -0,35 | 3 | 0,00 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 23.384 | 30,14 | 482 | 30,35 | ||||
| 2025-11-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | MONECO Advisors, LLC | 1.205.018 | 6,10 | 24.823 | 6,25 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 84.099 | 0,21 | 1.732 | 0,35 | ||||
| 2026-02-17 | 13F | LaSalle St. Investment Advisors, LLC | 14.587 | 0,00 | 0 | |||||
| 2026-02-04 | 13F | Fusion Family Wealth LLC | 2.091.255 | 28,69 | 43.080 | 28,87 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 6.263.583 | 9,34 | 129.030 | 9,50 | ||||
| 2026-01-12 | 13F | Rialto Wealth Management, LLC | 8.579 | -4,47 | 177 | -4,35 | ||||
| 2026-01-26 | 13F | River Street Advisors LLC | 11.325 | 233 | ||||||
| 2026-02-10 | 13F | Redwood Financial Network Corp | 80.768 | 2,85 | 1.664 | 2,97 | ||||
| 2026-01-27 | 13F | Berkshire Money Management, Inc. | 20.159 | 0,00 | 415 | 0,24 | ||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 29.740 | 0,00 | 613 | 0,16 | ||||
| 2026-02-05 | 13F | Pinnacle Financial Group, LLC / IL | 27.142 | -1,57 | 559 | -1,41 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 250 | 0,00 | 5 | 0,00 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 337.299 | 6.948 | ||||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 2.196 | 45 | ||||||
| 2026-02-11 | 13F | LPL Financial LLC | 7.283.905 | 37,73 | 150.048 | 37,93 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 26.175 | 0,61 | 539 | 0,75 | ||||
| 2026-02-04 | 13F | Continuum Wealth Advisors, Llc | 52.172 | 1.075 | ||||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 29.615 | 20,98 | 610 | 21,27 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 29.621 | 1,21 | 605 | 0,33 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 474.940 | -11,33 | 9.784 | 88.836,36 | ||||
| 2026-01-26 | 13F | Milestones Private Investment Advisors LLC | 129.203 | 4,69 | 2.662 | 4,85 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 71.420 | 31,98 | 1.471 | 31,93 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 16.160 | -20,88 | 330 | -21,43 | ||||
| 2026-02-04 | 13F | Topsail Wealth Management, LLC | 1.330 | 0,00 | 27 | 0,00 | ||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 165.722 | 0,69 | 3.414 | 0,83 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 60.055 | 36,81 | 1.237 | 37,14 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 433 | 0,00 | 9 | 0,00 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 36.660 | 2,09 | 755 | 2,30 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 12.144 | 250 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 12.695 | 0,00 | 259 | -0,77 | ||||
| 2026-04-08 | 13F | Tlwm | 1.617.351 | 7,42 | 33.031 | 6,50 | ||||
| 2026-04-09 | 13F | ASL Financial, LLC | 14.403 | -3,26 | 294 | -10,09 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 708 | 15 | ||||||
| 2026-02-19 | 13F | Invesco Ltd. | 3.291.013 | 35,37 | 67.795 | 35,57 | ||||
| 2026-01-28 | 13F | Hobbs Group Advisors, LLC | 35.309 | -43,55 | 727 | -43,47 | ||||
| 2026-02-13 | 13F | Altus Wealth Group LLC | 12.224 | -25,68 | 252 | -25,74 | ||||
| 2026-02-17 | 13F | Opus Financial Solutions LLC | 47.475 | 978 | ||||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 2.063 | -24,93 | 43 | -25,00 | ||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 9.927 | -2,09 | 203 | -2,88 | ||||
| 2026-02-11 | 13F | Straight Path Wealth Management | 510.958 | 6,90 | 10.526 | 7,06 | ||||
| 2026-02-13 | 13F | Blueprint Financial Advisors LLC | 10.418 | 0,00 | 215 | 0,00 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 521.816 | 25,63 | 10.749 | 25,81 | ||||
| 2026-02-03 | 13F | Ballast Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 27.824 | 28,17 | 573 | 28,48 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 18.248 | 6,94 | 373 | 5,98 | ||||
| 2026-02-25 | 13F | Tempo Wealth, LLC | 119.896 | 2.470 | ||||||
| 2026-02-13 | 13F | River Wealth Advisors LLC | 69.230 | -1,96 | 1.426 | -1,79 | ||||
| 2025-11-03 | 13F | Summit Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Stifel Financial Corp | 866.231 | 8,43 | 17.844 | 8,59 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 7.828.213 | 5,85 | 161.261 | 6,00 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 1.011.892 | 12,15 | 20.845 | 12,31 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 110.892 | -44,74 | 2.267 | -45,19 | ||||
| 2026-02-06 | 13F | Flaharty Asset Management, LLC | 36.585 | 0,00 | 754 | 0,13 | ||||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 17.698 | 361 | ||||||
| 2026-02-12 | 13F | Summit Financial, LLC | 386.616 | 4,49 | 7.964 | 4,64 | ||||
| 2026-02-17 | 13F/A | Sentinus, LLC | 828.719 | 17.072 | ||||||
| 2026-01-29 | 13F | UBS Group AG | 3.689.750 | 20,90 | 76.009 | 21,07 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 37.648 | 0,00 | 776 | 0,00 | ||||
| 2026-01-14 | 13F | AA Financial Advisors, LLC | 162.077 | 6,36 | 3.339 | 6,51 | ||||
| 2026-02-13 | 13F | Morton Community Bank | 279.002 | 4,08 | 5.747 | 4,34 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 80.388 | -3,77 | 1.656 | -3,67 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 116.840 | 2 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 26.507 | 3,08 | 541 | 2,27 | ||||
| 2026-02-11 | 13F | Gilpin Wealth Management, Llc | 800 | 16 | ||||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 362.965 | 18,35 | 7.477 | 18,53 | ||||
| 2026-02-06 | 13F | Addison Advisors LLC | 134.903 | 6,00 | 2.779 | 6,19 | ||||
| 2026-01-29 | 13F | Comerica Bank | 43.981 | 18,75 | 906 | 19,05 | ||||
| 2026-02-17 | 13F | Coastal Bridge Advisors, LLC | 99.416 | 0,45 | 2.048 | 0,59 | ||||
| 2026-01-23 | 13F | Diversify Advisory Services, LLC | 22.060 | 18,43 | 455 | 18,85 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1.704.304 | 25,42 | 35.109 | 25,60 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 27.103 | -27,70 | 554 | -28,37 | ||||
| 2026-01-29 | 13F | ArborFi Advisors, LLC | 68.568 | -1,49 | 1.413 | -1,33 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 23.715 | 0,88 | 489 | 1,04 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 181.905 | 3.747 | ||||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 10.013 | 0,89 | 204 | 0,00 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 27.893 | -5,07 | 575 | -4,97 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 16.220 | 334 | ||||||
| 2026-02-11 | 13F | Franklin Resources Inc | 37.961 | 0,00 | 782 | 0,13 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 185.076 | 17,19 | 3.813 | 17,36 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 16.372 | 30,43 | 337 | 30,62 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-03-17 | 13F | Cornerstone Planning, LLC | 423.997 | 388,04 | 8.742 | 400,06 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Community Bank, N.A. | 1.585 | -13,72 | 33 | -13,51 | ||||
| 2026-02-03 | 13F | Apeiron RIA LLC | 54.293 | -5,31 | 1.118 | -5,50 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 41.688 | -7,01 | 851 | -7,80 | ||||
| 2026-01-27 | 13F | BankPlus Trust Department | 7.665 | -1,55 | 158 | -1,87 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 180.707 | 10,38 | 3.691 | 9,43 | ||||
| 2026-01-27 | 13F | Old Second National Bank Of Aurora | 3.725 | 0,00 | 77 | 0,00 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 23.757 | -9,47 | 0 | |||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 872.280 | 3,44 | 17.969 | 3,59 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 15.339 | 0,00 | 313 | -0,63 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 5.038 | 0,18 | 103 | -0,97 | ||||
| 2026-02-09 | 13F | Pacific Wealth Strategies Group, Inc. | 98.241 | 100,01 | 2.024 | 100,30 | ||||
| 2026-01-08 | 13F | Goodman Financial Corp | 28.277 | 0,00 | 583 | 0,17 | ||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 38.231 | 788 | ||||||
| 2026-04-14 | 13F | SNS Financial Group, LLC | 1.701.524 | 38,24 | 34.750 | 37,05 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 48.517 | 14,56 | 999 | 14,70 | ||||
| 2026-04-10 | 13F | Legacy Wealth Management, LLC / MS | 46.540 | -1,17 | 950 | -2,06 | ||||
| 2025-11-10 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1.084.184 | 19,69 | 22.334 | 19,86 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 1.384 | 29 | ||||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 38.591 | 795 | ||||||
| 2026-02-05 | 13F | Cornerstone Wealth Management, LLC | 717.133 | 3.370,11 | 14.773 | 3.375,76 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 150.482 | 15,79 | 3.100 | 15,94 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 3.297 | 0,00 | 68 | 0,00 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 8.629.850 | 8,45 | 177.775 | 8,60 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 634.034 | 5,10 | 13.061 | 5,25 | ||||
| 2026-01-29 | 13F | Aprio Wealth Management, LLC | 18.661 | 384 | ||||||
| 2026-02-10 | 13F | Opulen Financial Group LLC | 134.094 | 4,86 | 2.762 | 5,02 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 14.940 | -25,21 | 308 | -25,12 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 24.694 | 509 | ||||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 10.102 | 0,29 | 208 | 0,48 | ||||
| 2026-02-06 | 13F | Prevail Innovative Wealth Advisors, Llc | 16.533 | 31,51 | 341 | 31,78 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | Infinity Wealth Counsel, LLC | 178.008 | -0,79 | 3.635 | -1,65 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 816.373 | 13,84 | 16.817 | 14,01 | ||||
| 2026-01-30 | 13F | Kohmann Bosshard Financial Services, LLC | 122.713 | 66,52 | 2.528 | 66,80 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 568.238 | 9,17 | 11.706 | 9,33 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 217.954 | 9,60 | 4.451 | 8,67 | ||||
| 2026-04-20 | 13F | Provenance Wealth Advisors, LLC | 28.762 | -1,71 | 587 | -2,49 | ||||
| 2026-04-10 | 13F | Sound Stewardship, LLC | 422.927 | 5,57 | 8.637 | 4,67 | ||||
| 2026-02-17 | 13F | Blueprint Investment Partners LLC | 10.418 | 0,00 | 215 | 0,00 | ||||
| 2026-02-17 | 13F | Align Financial, LLC | 6.489 | 6 | ||||||
| 2026-02-04 | 13F | American Institute for Advanced Investment Management, LLP | 37.975 | 15,72 | 782 | 15,85 | ||||
| 2026-02-06 | 13F | Gambit Capital Management, LLC | 28.490 | 587 | ||||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 3.092 | -21,10 | 63 | -21,25 | ||||
| 2025-11-12 | 13F | Duncan Williams Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Ballew Advisors, Inc | 27.233 | 0,00 | 557 | -0,71 | ||||
| 2026-01-30 | 13F | Caldwell Trust Co | 130 | 0,00 | 3 | 0,00 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 175.425 | 20,79 | 3.614 | 20,96 | ||||
| 2026-01-08 | 13F | True Wealth Design, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 5.423 | 1,10 | 112 | 0,91 | ||||
| 2026-02-12 | 13F | Wagner Wealth Management, Corp | 64.371 | 1.326 | ||||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 27.483 | 9,37 | 561 | 8,51 | ||||
| 2026-02-10 | 13F | NewCorp Financial Services, Inc. | 20.399 | 420 | ||||||
| 2026-02-24 | 13F | Coastline Complete Wealth LLC | 166.391 | 3.428 | ||||||
| 2026-02-02 | 13F | Souders Financial Advisors | 275.454 | 3,44 | 5.674 | 3,60 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 1.118.412 | 14,06 | 23 | 15,00 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 292.657 | 11,04 | 6.029 | 11,20 | ||||
| 2026-02-05 | 13F | Legacy Financial Group LLC | 859.209 | 9,01 | 17.691 | 9,12 | ||||
| 2025-10-21 | 13F | Optimum Investment Advisors | 3.600 | 24,14 | 74 | 25,42 | ||||
| 2026-01-14 | 13F | Hennion & Walsh Asset Management, Inc. | 160.273 | 13,30 | 3.302 | 13,48 | ||||
| 2026-01-29 | 13F | 4Thought Financial Group Inc. | 39.749 | 6,13 | 819 | 6,23 | ||||
| 2026-02-09 | 13F | Sensible Money, LLC | 42.116 | 58,59 | 868 | 58,79 | ||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 57.331 | -0,20 | 1.181 | 0,00 |
