Estatísticas Básicas
| Proprietários Institucionais | 327 total, 327 long only, 0 short only, 0 long/short - change of 6.58% MRQ |
| Alocação Média no Portfólio | 0.3750 % - change of 16.18% MRQ |
| Ações Institucionais (Longas) | 53,588,785 (ex 13D/G) - change of 0.38MM shares 5.22% MRQ |
| Valor Institucional (Longa) | $ 6,020,027 USD ($1000) |
Propriedade Institucional e Acionistas
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF (MX:RWL) tem 327 proprietários e acionistas institucionais que enviaram os formulários 13D/G ou 13F para a Comissão de Valores Mobiliários (SEC). Essas instituições possuem um total de 53,588,785 ações. Os maiores acionistas incluem Invesco Ltd., LPL Financial LLC, Ameriprise Financial Inc, Morgan Stanley, Bank Of America Corp /de/, Vantagepoint Investment Advisers Llc, Bank of New York Mellon Corp, Fusion Family Wealth LLC, Allworth Financial LP, and Advisor Group Holdings, Inc. .
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF (BMV:RWL) a estrutura de propriedade institucional mostra as posições atuais na empresa por instituições e fundos, bem como as últimas mudanças no tamanho da posição. Os principais acionistas podem incluir investidores individuais, fundos mútuos, fundos de cobertura ou instituições. O Schedule 13D indica que o investidor possui (ou possuía) mais de 5% da empresa e pretende (ou pretendia) buscar ativamente uma mudança na estratégia de negócios. O Schedule 13G indica um investimento passivo de mais de 5%.
Pontuação do Sentimento do Fundo
A Pontuação do Sentimento do Fundo (anteriormente conhecida como Pontuação de Acumulação de Propriedade) identifica as ações que estão sendo mais compradas pelos fundos. É o resultado de um modelo quantitativo sofisticado e multifatorial que identifica empresas com os maiores níveis de acumulação institucional. O modelo de pontuação utiliza uma combinação do aumento total em proprietários divulgados, as mudanças nas alocações de portfólio desses proprietários e outras métricas. O número varia de 0 a 100, com números mais altos indicando um nível maior de acumulação em relação aos seus pares, sendo 50 a média.
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Arquivamentos 13F e NPORT
Detalhes sobre Formulários 13F são gratuitos. Detalhes sobre Formulários NP requerem uma assinatura premium. Linhas verdes indicam novas posições. Linhas vermelhas indicam posições fechadas. Clique no ícone de link para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Integrity Wealth Advisors, Inc. | 31,123 | 70.04 | 3,576 | 70.69 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 600 | 500.00 | 69 | 518.18 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 340 | 0.00 | 39 | 2.63 | ||||
| 2026-05-12 | 13F | Creative Planning | 10,130 | 18.07 | 1,164 | 18.53 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 32,518 | -0.42 | 3,737 | -0.05 | ||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 2,136 | 0.00 | 245 | 0.41 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 184,688 | -3.62 | 21,222 | -3.27 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 644 | 131.65 | 74 | 138.71 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 13,046 | -0.54 | 1,499 | -0.13 | ||||
| 2026-04-14 | 13F | Baldwin Brothers Inc/ma | 6,600 | 0.00 | 758 | 0.40 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 1,799 | 207 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 11,076 | 1,273 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 287,407 | 3.93 | 33,026 | 4.30 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 9,443 | 1,085 | ||||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 10,675 | 3.38 | 1,227 | 3.72 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 46 | 5 | ||||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 7,362 | 0.00 | 846 | 0.36 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 78,736 | 24.68 | 9,048 | 25.13 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 640 | 0.00 | 74 | 0.00 | ||||
| 2026-01-08 | 13F | True Wealth Design, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | McHugh Group, LLC | 2,080 | 239 | ||||||
| 2026-04-09 | 13F | Firethorn Wealth Partners, Llc | 20,639 | 48.64 | 2,372 | 49.21 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 65,271 | -8.68 | 7,500 | -8.35 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 208 | 0.48 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 73,596 | 4.17 | 8,457 | 4.54 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 53,045 | 2.03 | 6,095 | 2.40 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 2,997 | 168.31 | 344 | 170.87 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 175,327 | 20,147 | ||||||
| 2026-05-07 | 13F | ESL Trust Services, LLC | 543 | 0.00 | 62 | 0.00 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 499 | 0.00 | 57 | 0.00 | ||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 10,161 | -55.01 | 1,168 | -54.85 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 120,694 | 115.16 | 13,869 | 115.95 | ||||
| 2026-02-17 | 13F | Wellington Management Group Llp | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 674 | 97.65 | 83 | 112.82 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 58,699 | -48.49 | 6,745 | -48.30 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 2,709 | 115.17 | 250 | 72.92 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 695,950 | 46,576.73 | 80 | |||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 6,145 | -7.58 | 706 | -7.23 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 953 | 100.63 | 110 | 101.85 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 26,618 | 48.03 | 3,059 | 48.59 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1,225 | 2.85 | 141 | 2.94 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 4,407 | 506 | ||||||
| 2026-04-21 | 13F | E&G Advisors, LP | 18,743 | 1.41 | 2,154 | 1.75 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 158,033 | 1.29 | 18,160 | 1.65 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 5,295 | 58.25 | 387 | 4.32 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 1,839 | 211 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 112,802 | 211.35 | 1,869 | -54.97 | ||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 1,562 | 0.13 | 179 | 0.56 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Thompson Investment Management, Inc. | 500 | 0.00 | 57 | 0.00 | ||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 104 | 0.00 | 12 | 0.00 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,077 | -22.74 | 124 | -22.64 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 5,245 | 0.00 | 621 | 0.16 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 3,500 | 0.00 | 402 | 0.50 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 2,658 | 7.61 | 0 | |||||
| 2026-05-11 | 13F | TD Capital Management LLC | 103 | 0.00 | 12 | 0.00 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 14,609 | 23.63 | 1,679 | 24.02 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 15 | 0.00 | 2 | 0.00 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 1,157 | -6.09 | 133 | -6.38 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 295,565 | 3.60 | 33,842 | 7.20 | ||||
| 2026-05-01 | 13F | Avion Wealth | 784 | 1.69 | 0 | |||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 64 | 7 | ||||||
| 2026-05-12 | 13F | M&t Bank Corp | 2,002 | 0.00 | 230 | 0.44 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 1,036 | 120 | ||||||
| 2026-04-23 | 13F | Investment Planning Advisors, Inc. | 243,712 | 46.94 | 28,005 | 47.47 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 2,025 | 0.00 | 233 | 0.43 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 105,806 | 2.73 | 12,158 | 3.10 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 2,176 | 0.00 | 250 | 0.40 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 988,544 | 25.10 | 111,516 | 23.14 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 6,141 | 26.28 | 706 | 26.80 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1,541 | 102.76 | 177 | 103.45 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 4,772 | -24.78 | 548 | -24.52 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 231 | 0.00 | 27 | 0.00 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 93,169 | 11.23 | 10,706 | 11.64 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 488 | 0.00 | 56 | 1.82 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 63,910 | 87.45 | 7,344 | 88.14 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 926 | 0.00 | 106 | 0.00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 13,354 | 0.58 | 1,539 | 1.18 | ||||
| 2026-05-05 | 13F | Fusion Family Wealth LLC | 1,677,074 | 2.99 | 192,713 | 3.36 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 46,306 | -0.09 | 5,321 | 0.28 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 385,638 | 0.49 | 44,314 | 0.85 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 13,511 | -56.01 | 1,569 | -55.40 | ||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 3,111 | 0.00 | 357 | 0.28 | ||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 1,996 | 0.00 | 229 | 3.64 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 49,521 | 12.49 | 5,690 | 12.90 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 3,086 | -7.91 | 355 | -10.38 | ||||
| 2026-05-05 | 13F | Altium Investment Strategies LLC | 5,245 | 621 | ||||||
| 2026-02-11 | 13F | Rise Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 5,791 | 665 | ||||||
| 2026-05-08 | 13F | Forge Financial Services LLC | 38,491 | -0.15 | 4,423 | 0.23 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 198,206 | 8.37 | 22,776 | 8.76 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 33,001 | -0.43 | 3,792 | -2.97 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1,690,687 | 71.62 | 194,277 | 72.24 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 1,184 | 0.00 | 136 | 0.74 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 4,377 | 503 | ||||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 23,803 | 36.49 | 2,735 | 37.02 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 10,533 | 202.06 | 1,210 | 203.26 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 4,854 | -0.84 | 558 | -0.54 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 152,054 | 10.04 | 17,473 | 10.43 | ||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 169,173 | 31.42 | 19,440 | 31.89 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 573 | 73.11 | 66 | 75.68 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 2,520 | 0.00 | 290 | 0.35 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 3,510 | -0.20 | 403 | 0.25 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 1,741 | 200 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 3,289,045 | 4.25 | 377,944 | 4.62 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 13,220 | 13.47 | 1,519 | 13.87 | ||||
| 2026-04-20 | 13F | Gilbert Capital Group, Inc. | 3,168 | 0.00 | 364 | 0.55 | ||||
| 2026-05-07 | 13F | Banta Asset Management Lp | 8,920 | 1,025 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 41 | 64.00 | 5 | 100.00 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 3,800 | 0.00 | 437 | 0.23 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Aspire Capital Advisors LLC | 145,078 | 18.98 | 16,671 | 19.40 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 7,340 | 0.63 | 843 | 0.96 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 329,029 | 8.82 | 37,809 | 9.21 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 299 | 34 | ||||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 1,869 | 0.38 | 215 | 0.47 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 2,964 | -26.85 | 341 | -26.57 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 431 | 13.42 | 50 | 13.95 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 17,086 | -6.30 | 1,959 | -6.18 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 3,022 | -0.98 | 347 | -0.57 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 42,125 | -0.51 | 4,841 | -0.14 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 38,976 | 59.98 | 4 | 100.00 | ||||
| 2026-05-14 | 13F | Pennington Partners & Co., Llc | 4,691 | 0.11 | 539 | 0.56 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 152,833 | 36.36 | 17,562 | 36.85 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 78,687 | 3.16 | 9,042 | 3.53 | ||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 2,577 | 0.19 | 296 | 0.68 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 6,284 | 45.63 | 722 | 46.15 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 14,538 | -8.25 | 1,671 | -7.94 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 2,133 | 0.38 | 245 | 0.82 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 10,631 | -1.34 | 1,222 | -0.97 | ||||
| 2026-02-11 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Petix & Botte Co | 51,488 | -44.14 | 11,833 | 12.12 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1,340 | 138.43 | 154 | 139.06 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 586,597 | 2.01 | 69,952 | 3.04 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 20 | 2 | ||||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 1,856 | 0.38 | 213 | 0.95 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 2,306 | 29.48 | 265 | 30.05 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 37,578 | 6.35 | 4,318 | 6.70 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 528 | 0.00 | 61 | 0.00 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 3,601 | 0.22 | 414 | 0.49 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 22,778 | 15.58 | 2,617 | 16.00 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 1,869 | -1.74 | 232 | 2.67 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1,091,140 | 25.54 | 125,383 | 25.99 | ||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 37,234 | 4,279 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1,202,494 | 0.09 | 138,205 | 0.44 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 35,816 | 16.28 | 4,116 | 16.70 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 260 | 30 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 293,576 | 15.23 | 33,735 | 15.64 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 234,702 | -29.83 | 26,970 | -29.58 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 32,725 | 63.75 | 3,747 | 69.43 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2,221 | 0.23 | 255 | 0.79 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 5,144 | -10.49 | 591 | -10.18 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 193,233 | 10.62 | 22,204 | 11.01 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 97,079 | -5.51 | 11,284 | -7.34 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 4,046 | 26.08 | 465 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 64,791 | 45.22 | 7,445 | 45.75 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 532,466 | 50.99 | 60,967 | 50.99 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 10,738 | 13.62 | 1,234 | 13.96 | ||||
| 2026-02-17 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Vantagepoint Investment Advisers Llc | 2,160,662 | -4.86 | 248,282 | -4.52 | ||||
| 2026-05-04 | 13F | Rodgers & Associates, LTD | 21,844 | -1.60 | 2,510 | -1.22 | ||||
| 2026-05-15 | 13F | Fmr Llc | 15,470 | 11.87 | 1,778 | 12.26 | ||||
| 2026-04-08 | 13F | RVW Wealth, LLC | 42,548 | -2.06 | 4,889 | -1.71 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 5,110 | 127.01 | 1 | |||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 521 | 0.00 | 60 | 0.00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 6,598,106 | 12.39 | 758,188 | 12.79 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 4,968 | 84.82 | 571 | 85.67 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 318,852 | 2.02 | 36,639 | 2.38 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Redwood Financial Network Corp | 10,729 | 2.86 | 1,233 | 3.18 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 7,978 | 917 | ||||||
| 2026-05-01 | 13F | Mission Hills Financial Advisory, LLC | 67,427 | 1.81 | 7,748 | 2.16 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 1,898 | 218 | ||||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 2,156 | 248 | ||||||
| 2026-05-04 | 13F | Optima Capital Llc | 40,705 | 36.33 | 4,677 | 36.83 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 210 | 0.00 | 24 | 0.00 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 2,758 | -9.99 | 317 | -9.43 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 9,146 | 0.49 | 1,051 | 0.77 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 759,448 | -0.54 | 86,957 | 103,419.05 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 157 | 0.00 | 18 | 5.88 | ||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 21,791 | 3.15 | 2,504 | 3.56 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 9,627 | 251.74 | 1,106 | 253.35 | ||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 79,036 | 12.39 | 9,082 | 12.81 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 28,819 | -1.53 | 3,312 | -1.19 | ||||
| 2026-01-29 | 13F | Comerica Bank | 11,219 | 12.77 | 1,285 | 16.73 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 256,235 | 8.61 | 29,444 | 9.00 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 14 | 0.00 | 2 | 0.00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 37,885 | 87.01 | 4,353 | 87.71 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 72,877 | 2.64 | 8,374 | 3.01 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 17,261 | -10.58 | 1,984 | -10.27 | ||||
| 2026-05-05 | 13F | UBS Group AG | 527,361 | -2.59 | 60,599 | -2.24 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 528 | 61 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 19,137 | 86.83 | 2,199 | 87.63 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 140,791 | 16,178 | ||||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 2,698 | 2.82 | 310 | 3.33 | ||||
| 2026-02-13 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-21 | 13F | Founders Capital Management | 5 | 0.00 | 1 | |||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 2,380 | 0.00 | 273 | 0.37 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 10,484,128 | 16.47 | 1,204,731 | 16.89 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 56,976 | 3.96 | 6,549 | 4.35 | ||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 168,293 | 5.44 | 19,339 | 5.82 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 49,548 | -46.79 | 5,727 | -47.63 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 3,204 | 368 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 3,223 | 0.37 | 370 | 0.82 | ||||
| 2026-04-17 | 13F | Cora Capital Advisors Llc | 4,522 | 0.00 | 520 | 0.39 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 12,338 | -0.61 | 1,418 | -0.28 | ||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 16,613 | -9.79 | 1,909 | -9.44 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 574 | 0.00 | 71 | 7.69 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 8,516 | 2.99 | 975 | 6.56 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 2,760 | 0.00 | 317 | 0.32 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 4 | 0.00 | 0 | |||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 162,546 | 12.15 | 18,304 | 10.30 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Beacon Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 40,377 | 73.91 | 4,640 | 74.53 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 157,708 | 13.56 | 18,122 | 13.97 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 16,410 | 1,891 | ||||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 7,507 | 33.86 | 863 | 34.27 | ||||
| 2026-02-06 | 13F | Gsa Capital Partners Llp | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | LWM Advisory Services, LLC | 6,444 | -47.60 | 740 | -47.44 | ||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 2,693 | -0.41 | 309 | 0.00 | ||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 5,263 | -8.41 | 605 | -8.07 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 21,284 | 1.89 | 2,446 | 2.26 | ||||
| 2026-05-04 | 13F | Glassman Wealth Services | 745 | 0.00 | 86 | 0.00 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 25,529 | 2,934 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 9,474 | 1,089 | ||||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 21,791 | 2,504 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 64,752 | 0.84 | 7,441 | 1.20 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 10,899 | 1,252 | ||||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 41,191 | 7.84 | 4,733 | 8.23 | ||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 2,017 | 0.00 | 232 | 0.43 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 2,197 | -2.74 | 252 | -2.33 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 3,951,429 | 4.80 | 454,306 | 5.20 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 66,814 | -0.14 | 7,678 | 0.22 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 170 | 0.00 | 19 | 0.00 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 9,038 | 4.35 | 1,039 | 4.74 | ||||
| 2026-05-08 | 13F | Rik Saylor Financial, Inc. | 18,911 | 13.27 | 2,173 | 13.71 | ||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 50,787 | 0.07 | 5,836 | 0.43 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 196,050 | -3.40 | 22,528 | -3.06 | ||||
| 2026-04-02 | 13F | Aspect Partners, LLC | 2,652 | 0.00 | 305 | 0.33 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 45,355 | -5.02 | 5,212 | -4.68 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 3,047 | 0.00 | 350 | 0.57 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 36 | 0.00 | 4 | 33.33 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 24,980 | -0.49 | 2,870 | -0.14 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2,404 | 2.69 | 277 | 0.36 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1,249,240 | -0.98 | 143,550 | -0.63 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 18,328 | 10.33 | 2,107 | 10.73 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 33,505 | 3,850 | ||||||
| 2026-05-11 | 13F | Oxford Wealth Group, LLC | 46,355 | -13.43 | 5,327 | -13.13 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 28,857 | -1.74 | 3,316 | -1.40 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 1,849 | 212 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 297,540 | 88.60 | 34,190 | 89.28 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 31,351 | 40.74 | 3,602 | 41.25 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2,194,937 | 0.25 | 252,220 | 0.61 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 468,418 | 9.27 | 53,826 | 9.66 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 1,700 | 0.00 | 204 | 1.50 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1,009,372 | 12.85 | 115,987 | 13.26 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 249,841 | 4.55 | 28,709 | 4.93 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 8,784 | 23.11 | 1,009 | 23.65 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 3,599 | 6.51 | 414 | 6.99 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1,306 | 3.98 | 150 | 4.90 | ||||
| 2026-04-22 | 13F | Cornerstone Wealth Group, LLC | 3,504 | 426 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 188,740 | 7.70 | 21,688 | 8.09 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Archer Investment Corp | 72 | -72.52 | 8 | -72.41 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 229 | 0.00 | 26 | 0.00 | ||||
| 2026-05-04 | 13F | Flaharty Asset Management, LLC | 5,266 | -1.57 | 605 | -1.14 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 5,450 | 44.72 | 626 | 45.24 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 7,479 | 17.06 | 859 | 17.51 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 20,436 | 308.56 | 2,348 | 310.49 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 213,662 | 23.91 | 24,552 | 24.36 | ||||
| 2026-05-04 | 13F | Nwam Llc | 51,825 | 0.13 | 5,955 | -2.87 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 4,859 | 0.00 | 558 | 0.36 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 15,903 | -66.92 | 1,827 | -66.81 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 2,008 | 231 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 2,501 | 33.96 | 287 | 34.74 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 2,846 | 0.35 | 327 | 0.93 | ||||
| 2026-04-28 | 13F | WJ Wealth Management, LLC | 43,168 | 4,960 | ||||||
| 2026-05-01 | 13F | Kraft, Davis & Associates, LLC | 85,150 | -13.75 | 10,539 | -9.46 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 3,195 | 19.89 | 367 | 20.33 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Main Street Group, LTD | 2,803 | -2.91 | 322 | -2.42 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 209,642 | 1.89 | 24 | 4.35 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 36,371 | -5.39 | 4,165 | -2.12 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 74,798 | 5.25 | 8,595 | 5.63 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 15,884 | 6.03 | 1,825 | 6.41 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 3,182 | 0.63 | 366 | 0.83 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 6,281 | 0.08 | 722 | 0.42 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-08 | 13F | Atlantic Family Wealth, Llc | 2,872 | 0.00 | 330 | 0.61 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 66 | 88.57 | 8 | 75.00 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 20,921 | 0.00 | 2,404 | 0.38 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 55,082 | -8.89 | 6,329 | -8.57 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 3,700 | 65.77 | 425 | 66.67 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 9,770 | -2.01 | 1,123 | -1.67 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 38,506 | 2.09 | 4,425 | 2.45 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 12,461 | 1,432 | ||||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 10,222 | -18.14 | 1,175 | -17.84 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 110 | 13 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 12,021 | 1.93 | 1,381 | 3.29 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 161 | 18 | ||||||
| 2026-05-11 | 13F | Carbahal Olsen Financial Services Group, LLC | 1,774 | 204 | ||||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 116 | 0.00 | 13 | 0.00 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 1,093 | 126 | ||||||
| 2026-05-15 | 13F | Solano Wealth Investment Advisors LLC | 18,553 | -1.98 | 2,132 | -1.66 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Franklin Resources Inc | 826 | 95 | ||||||
| 2026-01-16 | 13F | Crowley Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 4,168 | 23.28 | 479 | 23.51 | ||||
| 2026-05-13 | 13F | Mpwm Advisory Solutions, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Fiera Capital Corp | 10,158 | 0.00 | 1,167 | 0.34 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 48,701 | 11.27 | 5,596 | 11.67 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 24,681 | 0.71 | 3 | 0.00 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 264,701 | 9.63 | 30,417 | 10.02 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 13,890 | 384.31 | 1,596 | 386.59 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 16,221 | 2 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 1,992 | 229 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 30 | 0.00 | 3 | 0.00 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 75 | 0.00 | 9 | 0.00 | ||||
| 2026-04-27 | 13F | Tanglewood Legacy Advisors, LLC | 284,639 | 4.17 | 32,708 | 4.54 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 785,747 | 1.43 | 90,290 | 1.79 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 158,316 | 21.16 | 18 | 28.57 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 4,538 | -7.67 | 521 | -7.30 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 9 | 0.00 | 1 | 0.00 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 120 | 0.84 | 14 | 0.00 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 46,687 | 0.31 | 5,365 | 0.66 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 2,009 | 231 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 13,572 | 104.74 | 1,560 | 105.67 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 475 | 0.00 | 55 | 0.00 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 42,232 | 0.64 | 4,853 | 1.00 | ||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 90,373 | 0.62 | 10,385 | 0.98 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 105,073 | 15.00 | 12,074 | 15.41 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 3,265 | 0.00 | 375 | 0.54 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 13,649 | 940.32 | 1,568 | 945.33 | ||||
| 2026-05-05 | 13F | Blue Water Asset Management | 140,791 | -1.32 | 16,178 | -0.97 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 332 | 48.88 | 38 | 52.00 | ||||
| 2026-04-23 | 13F | Marmo Financial Group, LLC | 1,828 | -2.14 | 210 | -1.41 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 130 | 0.00 | 15 | 0.00 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 14,703 | 11.39 | 1,690 | 11.78 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Citigroup Inc | 17,872 | 12.27 | 2,054 | 12.68 | ||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 39,242 | -2.19 | 4,509 | -1.83 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 13,164 | 1,513 | ||||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 2,943 | 4.81 | 338 | 5.30 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 6,432 | 4.86 | 741 | 5.56 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 2,146 | 0.28 | 247 | 0.41 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 78,707 | 8.54 | 8,363 | 9.62 |
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