Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF incluem LeClair Wealth Partners LLC, WJ Wealth Management, LLC, Autumn Glory Partners, LLC, PAX Financial Group, LLC, We Are One Seven, LLC, TCFG Investment Advisors, LLC, Modern Wealth Management, LLC, Natixis Advisors, L.p., Titleist Asset Management, Llc, Loomis Sayles & Co L P, WealthPlan Investment Management, LLC, Banta Asset Management Lp, Altium Investment Strategies LLC, Alteri Wealth LLC, Signal Advisors Wealth, LLC, Cornerstone Wealth Group, LLC, Lantern Wealth Advisors, LLC, McHugh Group, LLC, Argent Trust Co, e Change Path, LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone 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 | ||||
| 2026-05-12 | 13F | Creative Planning | 10,130 | 18.07 | 1,164 | 18.53 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 644 | 131.65 | 74 | 138.71 | ||||
| 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 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 78,736 | 24.68 | 9,048 | 25.13 | ||||
| 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 | ||||
| 2026-05-15 | 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 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 120,694 | 115.16 | 13,869 | 115.95 | ||||
| 2026-05-11 | 13F | Mark Sheptoff Financial Planning, Llc | 674 | 97.65 | 83 | 112.82 | ||||
| 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 | |||||
| 2026-05-06 | 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 | ||||
| 2026-04-27 | 13F | USAdvisors Wealth Management, LLC | 2,658 | 7.61 | 0 | |||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 14,609 | 23.63 | 1,679 | 24.02 | ||||
| 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 | ||||||
| 2026-05-15 | 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 | ||||
| 2026-04-27 | 13F | Colonial River Wealth Management, LLC | 105,806 | 2.73 | 12,158 | 3.10 | ||||
| 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 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 93,169 | 11.23 | 10,706 | 11.64 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 63,910 | 87.45 | 7,344 | 88.14 | ||||
| 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 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 385,638 | 0.49 | 44,314 | 0.85 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 49,521 | 12.49 | 5,690 | 12.90 | ||||
| 2026-05-05 | 13F | Altium Investment Strategies LLC | 5,245 | 621 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 5,791 | 665 | ||||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 198,206 | 8.37 | 22,776 | 8.76 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 1,690,687 | 71.62 | 194,277 | 72.24 | ||||
| 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 | ||||
| 2026-05-15 | 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 | ||||
| 2026-05-06 | 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 | ||||
| 2026-05-07 | 13F | Banta Asset Management Lp | 8,920 | 1,025 | ||||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 41 | 64.00 | 5 | 100.00 | ||||
| 2026-04-22 | 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 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 431 | 13.42 | 50 | 13.95 | ||||
| 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 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 2,133 | 0.38 | 245 | 0.82 | ||||
| 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 | ||||
| 2026-05-13 | 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 | ||||
| 2026-05-13 | 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 | ||||
| 2026-01-29 | 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 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 193,233 | 10.62 | 22,204 | 11.01 | ||||
| 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 | ||||
| 2026-05-15 | 13F | Fmr Llc | 15,470 | 11.87 | 1,778 | 12.26 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 5,110 | 127.01 | 1 | |||||
| 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 | ||||
| 2026-05-14 | 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 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 9,146 | 0.49 | 1,051 | 0.77 | ||||
| 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 | ||||
| 2026-01-29 | 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 | ||||
| 2026-05-15 | 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 | ||||
| 2026-05-13 | 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 | ||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 140,791 | 16,178 | ||||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 2,698 | 2.82 | 310 | 3.33 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 10,484,128 | 16.47 | 1,204,731 | 16.89 | ||||
| 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 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 3,204 | 368 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 3,223 | 0.37 | 370 | 0.82 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 8,516 | 2.99 | 975 | 6.56 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 162,546 | 12.15 | 18,304 | 10.30 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 40,377 | 73.91 | 4,640 | 74.53 | ||||
| 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 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 21,284 | 1.89 | 2,446 | 2.26 | ||||
| 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 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 3,951,429 | 4.80 | 454,306 | 5.20 | ||||
| 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 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 50,787 | 0.07 | 5,836 | 0.43 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 2,404 | 2.69 | 277 | 0.36 | ||||
| 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 | ||||||
| 2026-05-14 | 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 | ||||
| 2026-05-15 | 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 | ||||
| 2026-05-14 | 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 | ||||
| 2026-05-04 | 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 | ||||
| 2026-05-01 | 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 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 3,195 | 19.89 | 367 | 20.33 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 209,642 | 1.89 | 24 | 4.35 | ||||
| 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 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 66 | 88.57 | 8 | 75.00 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 3,700 | 65.77 | 425 | 66.67 | ||||
| 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 | ||||||
| 2026-04-07 | 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 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 1,093 | 126 | ||||||
| 2026-05-13 | 13F | Franklin Resources Inc | 826 | 95 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 4,168 | 23.28 | 479 | 23.51 | ||||
| 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 | ||||||
| 2026-04-27 | 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 | ||||
| 2026-05-04 | 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 | ||||
| 2026-04-17 | 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 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 13,649 | 940.32 | 1,568 | 945.33 | ||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 332 | 48.88 | 38 | 52.00 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 14,703 | 11.39 | 1,690 | 11.78 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 17,872 | 12.27 | 2,054 | 12.68 | ||||
| 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 | ||||
| 2026-04-23 | 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 |
