Grundlæggende statistik
| Institutionelle ejere | 154 total, 154 long only, 0 short only, 0 long/short - change of -3,14% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1516 % - change of 7,96% MRQ |
| Institutionelle aktier (lange) | 19.188.172 (ex 13D/G) - change of 0,22MM shares 1,15% MRQ |
| Institutionel værdi (lang) | $ 377.071 USD ($1000) |
Institutionelt ejerskab og aktionærer
Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF (US:PID) har 154 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 19,188,172 aktier. Største aktionærer omfatter Morgan Stanley, Wells Fargo & Company/mn, LPL Financial LLC, Modern Wealth Management, LLC, Kaye Capital Management, Strategic Wealth Partners, Ltd., UBS Group AG, Bank Of America Corp /de/, Ameriprise Financial Inc, and Jones Financial Companies Lllp .
Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF (NasdaqGM:PID) 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 9, 2025 is 21,18 / share. Previously, on September 10, 2024, the share price was 19,41 / share. This represents an increase of 9,12% 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
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 55.957 | 1,56 | 1.147 | 9,24 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 1.521 | 0,00 | 31 | 6,90 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 343.747 | -5,46 | 7.167 | 3,38 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1.029 | 0,00 | 21 | 10,53 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 359 | 1,41 | 7 | 16,67 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 12.563 | 0,00 | 258 | 7,53 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 996 | 1,32 | 20 | 11,11 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1.660 | -28,14 | 34 | -23,26 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1.792 | 0,00 | 37 | 5,88 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 119.140 | -1,27 | 2.442 | 6,13 | ||||
| 2025-08-14 | 13F | Comerica Bank | 17.994 | 38,79 | 369 | 48,99 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 12 | 0 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 720 | -5,26 | 15 | 0,00 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 10.408 | -0,14 | 213 | 7,58 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 31.098 | 54,92 | 638 | 66,75 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 76.691 | 21,96 | 1.572 | 31,11 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1.008.078 | 20.666 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 40.425 | -1,62 | 829 | 5,75 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 22.238 | 1,29 | 456 | 8,85 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 27.382 | 0,00 | 522 | 4,19 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 13.876 | 0,00 | 284 | 7,58 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Tocqueville Asset Management L.p. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 193.351 | 1,17 | 3.964 | 8,75 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 131.064 | 3,92 | 2.733 | 10,47 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 44.024 | -13,32 | 902 | -6,82 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 12.794 | 0,66 | 262 | 8,26 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 65 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 81.924 | -21,56 | 1.674 | -15,75 | ||||
| 2025-05-13 | 13F | High Falls Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 21.800 | -11,02 | 447 | -4,50 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 112.166 | -1,19 | 2.302 | 6,38 | ||||
| 2025-05-05 | 13F | Riverchase Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1.710 | 1,30 | 35 | 9,38 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 79.195 | -5,02 | 1.624 | 2,08 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 32.079 | -10,30 | 658 | -3,52 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 380 | 0,00 | 8 | 0,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 452.396 | 11,56 | 9.274 | 19,94 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 16.735 | 7,50 | 343 | 15,88 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 21 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Atala Financial Inc | 11.095 | 227 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1.856 | 40,08 | 38 | 52,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 37.794 | -30,99 | 775 | -25,86 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 265 | 0,00 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.223.329 | -0,02 | 25.078 | 7,47 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10.836 | 4,33 | 222 | 12,12 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 958.671 | 0,73 | 19.653 | 6,93 | ||||
| 2025-04-23 | 13F | Silver Lake Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 27.545 | -3,37 | 1 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 19.440 | -29,28 | 409 | -22,98 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 41.118 | 9,51 | 843 | 17,60 | ||||
| 2025-08-08 | 13F | Creative Planning | 112.265 | 4,58 | 2.301 | 12,41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 187 | 4 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 42.898 | 0,44 | 1 | |||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 902 | -2,80 | 18 | 5,88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 219.472 | -4,64 | 4.499 | 2,51 | ||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 25.256 | 0,04 | 518 | 7,48 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 24.523 | 0,00 | 503 | 7,49 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 254.266 | 0,24 | 5.212 | 7,75 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2.038 | 0,00 | 42 | 7,89 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 73.810 | -20,37 | 1.513 | -14,37 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 38.262 | 0,00 | 784 | 7,54 | ||||
| 2025-05-13 | 13F/A | Magnolia Capital Advisors Llc | 18.171 | 0,00 | 333 | 2,15 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.424 | 29 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3.525 | 8,39 | 72 | 22,03 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 9.820 | 201 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 4.560 | 0,00 | 93 | 8,14 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 96.869 | -46,50 | 2 | -66,67 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1.900 | 0,00 | 39 | 5,56 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.113 | -2,49 | 43 | 10,26 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 10.274 | 0,00 | 196 | 3,72 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 36.785 | -4,26 | 754 | 3,01 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1.222 | 1,24 | 25 | 8,70 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 45.028 | 0,36 | 923 | 7,95 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 83 | 1,22 | 2 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 15.959 | 0,15 | 327 | 7,92 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 10.000 | 0,00 | 205 | 12,02 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1.530 | 0,00 | 31 | 6,90 | ||||
| 2025-05-07 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 231.826 | -6,07 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.600.290 | -5,04 | 32.806 | 2,08 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 117.955 | 2,72 | 2.418 | 10,46 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 239.626 | 3,98 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 15.029 | 0,00 | 308 | 7,69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 67.613 | 0,50 | 1.386 | 8,11 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 909.313 | 4,36 | 18.641 | 12,19 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 256.253 | -2,24 | 5.253 | 5,10 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 50.237 | -2,42 | 1.030 | 4,89 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 9.671 | 0,76 | 198 | 8,20 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 10.710 | 0,00 | 220 | 7,35 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 23.651 | 485 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 32.964 | -4,14 | 1 | -100,00 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 51.884 | 1,05 | 1.064 | 8,58 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 61.943 | 0,00 | 1.270 | 7,45 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5.289 | 3,58 | 108 | 11,34 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 28.954 | -21,07 | 594 | -15,16 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 847.494 | -1,90 | 16.908 | 2,63 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15.810 | -7,84 | 324 | -0,92 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 713 | 0,00 | 15 | 7,69 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.029 | 0,00 | 21 | 10,53 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 17.044 | 0,12 | 349 | 7,72 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1.111 | 1,28 | 23 | 10,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3.131.687 | -9,79 | 64.200 | -3,02 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 30.579 | -0,98 | 627 | 6,46 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 273 | 6 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 791 | 0,00 | 16 | 6,67 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 22.001 | 1,29 | 451 | 8,94 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 6.450 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 5.893 | 0,00 | 121 | 5,26 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 227.036 | -2,49 | 4.654 | 4,82 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 123.877 | -0,33 | 2.539 | 7,13 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 19.800 | 8,79 | 406 | 16,71 | ||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 101.861 | 0,03 | 2.088 | 7,57 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 69.911 | 0,00 | 1.433 | 7,50 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14.011 | 20,69 | 287 | 29,86 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9.636 | 198 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 912.142 | 0,19 | 18.699 | 7,71 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2.390 | -3,59 | 49 | 2,13 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 322.602 | -6,80 | 6.615 | 0,18 | ||||
| 2025-08-14 | 13F | Fmr Llc | 8.125 | -9,25 | 167 | -2,35 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 12.864 | -2,38 | 264 | 4,78 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 259.480 | -1,19 | 5.320 | 6,25 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 63.232 | -1,62 | 1.296 | 5,80 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 191 | 0,00 | 4 | 0,00 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 95.371 | 1.955 | ||||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 48.500 | 0,05 | 994 | 7,58 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 36 | 1 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 73 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 12.210 | 0,00 | 258 | 9,83 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 733 | 15 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1.582 | 0,00 | 32 | 6,67 | ||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | Call | 0 | -100,00 | 0 | -100,00 | |||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 11.562 | 0,42 | 237 | 8,22 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 29.451 | -21,64 | 604 | -15,78 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7.560 | 155 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2.504 | -7,12 | 51 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 127 | 49,41 | 0 | |||||
| 2025-08-12 | 13F | Kaye Capital Management | 1.008.078 | -6,70 | 20.666 | 0,30 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4.554 | 0,00 | 93 | 8,14 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 36 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 551.873 | 54,56 | 11.220 | 64,77 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 55.478 | -1,57 | 1.137 | 5,87 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 29.168 | 3,40 | 598 | 11,17 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 40.011 | -2,21 | 820 | 5,13 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 1.025 | 0,00 | 21 | 10,53 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 16.447 | 28,37 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 10.204 | 1,29 | 209 | 8,85 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 24.685 | -0,02 | 506 | 7,66 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 36.089 | -9,04 | 740 | -2,25 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1.212 | 0,00 | 25 | 8,70 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 25.741 | -1,94 | 1 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 43.934 | 8,41 | 901 | 16,58 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 78.852 | 0,58 | 1.616 | 8,09 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 47.648 | -66,62 | 977 | -64,14 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 227.498 | 0,52 | 4.664 | 8,06 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 205.621 | 6,37 | 4.215 | 14,35 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 79.778 | 8,89 | 1.653 | 19,11 | ||||
| 2025-04-23 | 13F | Fourth Dimension Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 58.509 | 0,06 | 1.199 | 7,53 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 321 | 1,26 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 49.196 | -66,65 | 1 | -50,00 | ||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 88.783 | 186,05 | 1.820 | 207,95 |
