Grundlæggende statistik
| Institutionelle ejere | 327 total, 327 long only, 0 short only, 0 long/short - change of 4,78% MRQ |
| Gennemsnitlig porteføljeallokering | 0.5180 % - change of 4,41% MRQ |
| Institutionelle aktier (lange) | 102.892.792 (ex 13D/G) - change of 6,50MM shares 6,74% MRQ |
| Institutionel værdi (lang) | $ 1.964.466 USD ($1000) |
Institutionelt ejerskab og aktionærer
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF (US:BSCS) har 327 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 102,892,792 aktier. Største aktionærer omfatter Morgan Stanley, Wells Fargo & Company/mn, Raymond James Financial Inc, Lido Advisors, LLC, LPL Financial LLC, TruWealth Advisors, LLC, Bank Of America Corp /de/, Laurel Wealth Advisors LLC, Hartland & Co., LLC, and UBS Group AG .
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 September 16, 2025 is 20,67 / share. Previously, on September 17, 2024, the share price was 20,66 / share. This represents an increase of 0,05% 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
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | CRA Financial Services, LLC | 101.234 | 4,13 | 2.074 | 4,85 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 761 | 16 | ||||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 40.399 | 825 | ||||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 116.587 | 5,67 | 2.389 | 6,37 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 20.159 | 0,00 | 413 | 0,73 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 88 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 5.303 | 1,14 | 109 | 1,89 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 746.650 | 26,27 | 15.299 | 27,14 | ||||
| 2025-04-17 | 13F | Rebalance, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9.808 | 1.861,60 | 201 | 1.900,00 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 465.429 | 6,25 | 9.537 | 6,98 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 23.205 | 86,75 | 475 | 88,49 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 55.208 | 0,53 | 1.131 | 1,25 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 91.190 | 21,66 | 1.868 | 22,49 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 401.982 | 13,93 | 8.237 | 14,72 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 12.220 | 0,22 | 250 | 0,81 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 8.980 | 0,00 | 184 | 1,10 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 81.953 | 57,85 | 1.679 | 59,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 191.291 | -10,43 | 3.920 | -9,83 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 37.961 | 0,00 | 778 | 0,65 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 26.242 | -1,02 | 1 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 264.053 | 13,30 | 5.424 | 14,36 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 20.049 | 411 | ||||||
| 2025-07-25 | 13F | Community Bank, N.A. | 1.837 | 0,00 | 38 | 0,00 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 53.675 | 6,98 | 1.100 | 7,64 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 30.218 | 7,74 | 619 | 8,60 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 36.673 | 751 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.303 | 68 | ||||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 310.401 | 0,93 | 6.360 | 1,63 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 224.087 | 84,51 | 4.592 | 86,85 | ||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 147.848 | 60,82 | 3.029 | 61,98 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 383.854 | -4,84 | 7.865 | -4,18 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 205.329 | -89,11 | 4.207 | -89,04 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 973.575 | 510,53 | 19.949 | 514,73 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 30.225 | 13,21 | 1 | |||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 73.272 | 0,09 | 1.501 | 0,81 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 440 | 0,00 | 9 | 12,50 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 56.627 | 3,51 | 1.160 | 4,22 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 75.635 | 0,81 | 1.550 | 1,51 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 808.689 | 3,10 | 16.570 | 3,82 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 111.474 | 1,50 | 2.284 | 2,24 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 178.477 | 4,48 | 3.657 | 5,18 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 20.219 | 31,05 | 414 | 32,27 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 985.783 | 6,69 | 20.202 | 7,42 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 20.235 | 11,35 | 415 | 12,20 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 80.394 | 0,00 | 1.647 | 0,67 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 24.763 | 0,00 | 507 | 0,60 | ||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-01 | 13F | Country Club Bank /gfn | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-14 | 13F | Quartz Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 1.627.839 | 5,48 | 33.354 | 6,20 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 273.921 | -0,08 | 5.574 | -0,07 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1.718 | 35 | ||||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 914.990 | 19,56 | 18.721 | 20,21 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 17.862 | 0,00 | 366 | 0,55 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 35.564 | 728 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 408.850 | -11,89 | 8 | -11,11 | ||||
| 2025-07-28 | 13F | Tlwm | 1.356.426 | 0,07 | 27.793 | 0,76 | ||||
| 2025-07-24 | 13F | Eastern Bank | 28.201 | -76,15 | 578 | -76,02 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 25.664 | 6,77 | 1 | |||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 3.840 | 0,00 | 79 | 0,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 641.989 | 37,14 | 13.155 | 38,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 145.270 | 11,23 | 2.977 | 12,01 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 26.694 | 67,06 | 547 | 68,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3.294 | 0,00 | 67 | 0,00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 29.483 | 3,13 | 604 | 3,96 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 24.792 | 508 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 19.353 | 40,23 | 397 | 41,43 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1.030 | -7,04 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 115.255 | -6,88 | 2.362 | -6,24 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 46.622 | 19,86 | 955 | 20,73 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 198.214 | 6,64 | 4.061 | 7,38 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 9.914 | 0,00 | 203 | 1,00 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 74.630 | 1.529 | ||||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 41.450 | -1,31 | 849 | -0,59 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2.289.871 | 0,13 | 46.919 | 0,82 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 28.435 | 45,33 | 583 | 46,23 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 514 | -95,74 | 11 | -95,92 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 13.891 | -25,84 | 285 | -25,46 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 10.000 | 205 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 103.997 | 4,21 | 2.131 | 4,93 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1.688 | 0,00 | 35 | 0,00 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 48.315 | 989 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 5.000 | 0,00 | 102 | 0,99 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 96.132 | -2,50 | 1.970 | -1,84 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 9.995 | 0,00 | 205 | 0,49 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 94.532 | -0,88 | 1.937 | -0,21 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 16.045 | 1,15 | 329 | 1,86 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1.330 | 0,00 | 27 | 0,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 51.786 | 0,84 | 1.061 | 1,73 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 3.103 | 0,00 | 64 | 0,00 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 175.931 | 20,66 | 3.605 | 21,47 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 13.450 | 0,00 | 276 | 0,73 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 163.331 | 3,81 | 3.347 | 4,53 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 140.336 | 5,04 | 2.876 | 5,78 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 14.587 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 20.833 | -28,88 | 427 | -28,52 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 44.571 | -1,47 | 913 | -0,76 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 31.785 | 6,68 | 651 | 7,43 | ||||
| 2025-08-14 | 13F | Comerica Bank | 36.324 | -41,84 | 744 | -41,42 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 1.057 | 0,00 | 22 | 0,00 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 32.350 | -3,70 | 663 | -3,07 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 19.692 | -3,10 | 403 | -2,42 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 53.074 | -0,25 | 1 | 0,00 | ||||
| 2025-07-08 | 13F | Parisi Gray Wealth Management | 107.992 | -2,99 | 2.213 | -2,34 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Horizons Wealth Management | 186.867 | -0,62 | 3.829 | 0,05 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2.654.851 | 13,97 | 54.398 | 14,75 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 14.587 | -1,66 | 299 | -1,00 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 7.786 | 1.630,22 | 160 | 1.666,67 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 28.818 | 590 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 34.399 | 13,45 | 705 | 14,10 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 141.217 | -40,08 | 2.894 | -39,68 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 40 | 1 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 61.551 | 10,31 | 1.261 | 11,10 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 19.870 | -0,72 | 407 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 18.925 | 35,05 | 388 | 37,23 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 132.615 | 11,29 | 2.717 | 12,09 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 63.086 | 26,59 | 1.293 | 27,42 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 488.989 | 0,81 | 10.019 | 1,51 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 20.506 | 2,53 | 417 | 3,47 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 502.400 | 0,00 | 10.224 | 0,00 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 33.989 | -11,50 | 696 | -11,00 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 29.000 | 74,70 | 594 | 76,26 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 121.906 | 14,68 | 2.498 | 15,44 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 19.881 | 0,00 | 407 | 0,74 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 27.233 | 0,00 | 557 | 1,46 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 11.048 | -10,53 | 226 | -9,96 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 31.524 | 0,96 | 646 | 1,57 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 11.048 | 226 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 601.372 | 13,64 | 12.322 | 14,42 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 3.190 | 0,00 | 65 | 1,56 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 114.227 | 4,59 | 2.341 | 5,31 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 65.415 | 2,41 | 1.340 | 3,16 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 133.861 | 4.760 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 635 | 0 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1.774 | -15,08 | 36 | -14,29 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 117.637 | 3,91 | 2.410 | 4,65 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 499.685 | 0,44 | 10.239 | 1,13 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 29.270 | 17,75 | 601 | 18,58 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 298.634 | 22,71 | 6.110 | 23,43 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 25.194 | -2,01 | 516 | -1,34 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 101.207 | 1,74 | 2.074 | 2,42 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 213.810 | -4,23 | 4.381 | -3,59 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 68.914 | 15,29 | 1.412 | 16,12 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 760.675 | 6,83 | 15.586 | 7,57 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 45.829 | 4,50 | 939 | 5,27 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 391.607 | 5,17 | 8 | 14,29 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 567.164 | 4,14 | 11.621 | 4,86 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 288.693 | -17,21 | 5.915 | -16,64 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 35.382 | 37,60 | 725 | 38,43 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 11.460 | 0,00 | 235 | 0,43 | ||||
| 2025-03-25 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 272.871 | 3,51 | 5.591 | 4,86 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 130.475 | 8,60 | 2.673 | 9,33 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 174 | -71,57 | 4 | -75,00 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 144.542 | 0,31 | 2.962 | 0,99 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 28.131 | 0,00 | 576 | 0,70 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 60.533 | -6,38 | 1.240 | -5,70 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 38.492 | 55,21 | 789 | 57,92 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 90.562 | 2,68 | 1.856 | 3,40 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 29.759 | -2,44 | 610 | -1,77 | ||||
| 2025-04-17 | 13F | Robertson Stephens Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 50.358 | 2,65 | 1.032 | 3,31 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 10.480 | 0,00 | 215 | 0,47 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 38.789 | 14,91 | 795 | 15,74 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 751.174 | -7,41 | 15.392 | -6,78 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 26.740 | 0,53 | 548 | 1,11 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 144.683 | -7,03 | 2.965 | -6,38 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 34.115 | 41,73 | 694 | 44,58 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2.872.278 | 2.281,48 | 140 | -94,30 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 154.019 | -5,98 | 3.156 | -5,34 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 3.092 | 0,00 | 63 | 1,61 | ||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 75 | 0,00 | 2 | 0,00 | ||||
| 2025-05-19 | 13F | Ubs Asset Management Americas Inc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 2.900 | 59 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1.430 | 29 | ||||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 1.221.193 | -24,17 | 25.022 | -23,64 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 5.274.692 | 4,49 | 108.078 | 5,21 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 43.241 | -2,02 | 884 | -1,56 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 433 | 0,00 | 9 | 0,00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 30.154 | -5,93 | 618 | -5,37 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7.397.729 | 2,89 | 151.579 | 3,59 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 23.686 | 34,22 | 485 | 35,10 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 2.450 | 0,00 | 50 | 2,04 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 10.433 | 0 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 67.227 | 0,89 | 1.377 | 1,62 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2.696.392 | 3,79 | 55.249 | 4,50 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 45.604 | 6,52 | 934 | 7,23 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 421.960 | 3,57 | 8.646 | 4,28 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 730.147 | 1,19 | 14.961 | 1,89 | ||||
| 2025-04-24 | 13F | Legacy CG, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1.904 | 39 | ||||||
| 2025-07-08 | 13F | Red Spruce Capital, LLC | 308.114 | -13,43 | 6.313 | -12,83 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 119.132 | -45,15 | 2.441 | -44,77 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 4.341.009 | 2,14 | 88.947 | 2,84 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 28.277 | 0,00 | 579 | 0,70 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 86.877 | 1.749 | ||||||
| 2025-07-16 | 13F | Kirr Marbach & Co Llc /in/ | 503.314 | 5,87 | 10.313 | 6,59 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 234.549 | 13,14 | 4.806 | 13,92 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 120.148 | 2,57 | 2.445 | 3,69 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 230.187 | -1,37 | 4.717 | -0,69 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 328.971 | 1,10 | 6.741 | 1,80 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 12.043 | 0,00 | 247 | 0,41 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 44.124 | 88,54 | 904 | 89,92 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 28.700 | 0,00 | 588 | 0,68 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 68.533 | -33,99 | 1.404 | -33,52 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 161.155 | 32,20 | 3 | 50,00 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 1.710.969 | 9,52 | 34.938 | 10,71 | ||||
| 2025-08-14 | 13F | Leisure Capital Management | 148.373 | 0,43 | 3.040 | 1,13 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 216.358 | 61,50 | 4.433 | 62,62 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 10.044 | 0,29 | 206 | 0,99 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.196.457 | 6,76 | 24.515 | 7,49 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 39.141 | -29,88 | 802 | -29,43 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 18.465 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 78.285 | 2 | ||||||
| 2025-07-11 | 13F | First PREMIER Bank | 305 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 665.407 | 1.132,67 | 13.634 | 1.141,71 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 36.683 | 138,60 | 752 | 140,71 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.826 | 0,00 | 58 | 1,79 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 66.371 | 120,63 | 1.360 | 122,06 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 22.115 | 9,94 | 453 | 10,76 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 30.795 | -21,55 | 631 | -21,05 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 10.076 | 1,00 | 206 | 1,48 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 28.240 | 1,11 | 575 | 2,14 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 60.951 | 45,11 | 1.249 | 46,14 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 349.147 | 0,41 | 7.154 | 1,10 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 184.596 | 0,95 | 3.777 | 1,48 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 19.830 | 8,18 | 406 | 8,85 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 9.708 | 0,00 | 199 | 0,51 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 122.423 | -91,59 | 2.508 | -91,53 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 315.050 | 8,12 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 7.274.063 | 24,93 | 149.046 | 25,79 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 61.821 | 3,47 | 1.267 | 4,20 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 87.581 | 103,61 | 1.795 | 105,03 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 12.587 | 103,48 | 258 | 105,60 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 51.772 | 18,36 | 1.061 | 19,10 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 32.678 | -35,93 | 670 | -35,49 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 579 | 12 | ||||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 41.794 | 0,00 | 856 | 0,71 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 117.427 | 1,97 | 2.406 | 2,69 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 26.261 | 0,05 | 538 | 0,75 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7.106 | 2,76 | 146 | 3,57 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 44.449 | -11,08 | 911 | -10,52 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 285.523 | 20,15 | 5.850 | 20,97 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 189.966 | 18,16 | 3.892 | 18,99 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 12.322 | -1,93 | 251 | -0,79 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 8.568 | 17,43 | 176 | 18,24 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 498.000 | 10.204 | ||||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Morton Community Bank | 260.533 | -1,11 | 5.338 | -0,43 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 25.000 | 0,00 | 512 | 0,79 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1.371.721 | -5,08 | 28.107 | -4,43 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 477.748 | 9,94 | 10 | 12,50 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 78.759 | 1,14 | 1.614 | 1,83 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 58.922 | 4,31 | 1.207 | 5,05 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 393.115 | 1,76 | 8 | 14,29 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 45.010 | -14,02 | 922 | -13,43 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 196.902 | 16,91 | 4.035 | 17,71 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 915.236 | 16,70 | 19 | 20,00 | ||||
| 2025-04-17 | 13F | Missouri Trust & Investment Co | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 391 | 51,55 | 8 | 60,00 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 350.356 | 9,99 | 7.179 | 10,74 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 165.408 | 2,43 | 3.389 | 3,13 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 181.599 | -3,99 | 3.721 | -3,35 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 96.026 | -0,43 | 1.968 | 0,25 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 581.680 | 35,67 | 11.919 | 36,60 | ||||
| 2025-07-31 | 13F | United Community Bank | 5.500 | 0,00 | 113 | 0,90 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 172.127 | 0,74 | 3.527 | 1,41 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 49 | 1 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 52.890 | -6,89 | 1.084 | -6,23 | ||||
| 2025-08-01 | 13F | GPM Growth Investors, Inc. | 653.878 | 5,62 | 13.398 | 6,34 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 48.337 | -1,05 | 990 | -0,40 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 53.313 | 27,09 | 1.092 | 28,02 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 38.339 | 9,14 | 786 | 9,94 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 15.494 | -5,52 | 317 | -4,80 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 20.605 | 13,18 | 422 | 14,05 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 106.052 | 8,19 | 2.173 | 8,98 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 51.685 | 12,84 | 1.059 | 13,63 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 165.673 | 16,85 | 3.395 | 17,64 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 10.671 | -0,63 | 219 | 0,00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 14.178 | 291 | ||||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 16.417 | 0,18 | 336 | 0,90 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 828 | 0,00 | 17 | 0,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 395.585 | 4,07 | 8.106 | 4,78 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 30.147 | 7,36 | 618 | 8,06 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 95.332 | -14,99 | 1.954 | -14,34 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 12.695 | 0,00 | 260 | 0,78 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 721.036 | 17,18 | 14.774 | 17,99 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 87.323 | -0,80 | 1.789 | 0,06 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 5.547 | 114 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 768.603 | 6,71 | 15.749 | 7,44 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 48.261 | -0,57 | 989 | 0,10 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 186.475 | 5,88 | 3.821 | 6,61 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 222.696 | 6,64 | 4.563 | 7,39 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3.367.938 | 1,29 | 69.009 | 1,99 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 421.105 | 9,96 | 8.628 | 10,71 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 290.838 | 6,78 | 5.959 | 7,52 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2.455 | 5,64 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 14.411 | 0,00 | 295 | 0,68 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 74.920 | 2,20 | 1.535 | 2,95 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 33.885 | 2,06 | 694 | 2,81 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 147.905 | 5,95 | 3.031 | 6,69 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 91.097 | -6,39 | 1.867 | -5,76 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 27.523 | -1,14 | 564 | -0,53 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 15.500 | 0,00 | 318 | 0,63 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5.503.246 | -7,70 | 112.762 | -7,06 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 57.872 | -3,44 | 1.186 | -2,79 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 26 | 0,00 | 1 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 965.775 | 3,38 | 19.789 | 4,09 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 6.804 | -73,44 | 139 | -73,32 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 133.145 | -0,32 | 2.728 | 0,37 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 228.313 | 0,44 | 4.678 | 1,15 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4.783.420 | 2,32 | 98.012 | 3,02 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 778.550 | 9,38 | 16 | 7,14 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 48.850 | -1,36 | 1.001 | -0,70 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 10.080 | 0,00 | 207 | 0,49 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 975 | 0,00 | 20 | 0,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 1.569.972 | 0,30 | 32.169 | 0,99 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 504.936 | 5,37 | 10.346 | 6,10 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 29.957 | -0,08 | 614 | 0,49 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 995.005 | 17,25 | 20.388 | 18,06 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3.029 | 0,00 | 62 | 1,64 | ||||
| 2025-04-15 | 13F | Chris Bulman Inc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 2.157.631 | 13,24 | 44.210 | 14,02 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 432.616 | 1,25 | 8.864 | 1,96 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 48.494 | -0,78 | 994 | -0,10 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 162.437 | 4,92 | 3.326 | 5,62 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 32.321 | -0,36 | 662 | 0,30 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5.010 | 0,20 | 103 | 0,99 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 222.433 | 9,25 | 4.558 | 9,99 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 115.296 | 2.362 | ||||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 16.222 | -10,21 | 331 | -9,32 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 131.570 | -4,16 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 24.087 | 26,55 | 494 | 27,39 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 159.590 | 30,12 | 3.270 | 31,02 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 20.734 | 40,20 | 425 | 41,33 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 58.314 | 7,64 | 1.195 | 8,35 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 119.171 | 0,40 | 2.442 | 1,08 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 22.117 | 50,03 | 453 | 51,00 |
