Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF incluem Independence Asset Advisors, LLC, Tulsa Wealth Advisors, INC, Clearview Wealth Management LLC, Owl Creek Wealth Partners LLC, GLR Partners, LLC, Cadent Capital Advisors, LLC, Envision Financial Transparency, LLC, Evergreen Wealth Solutions, LLC, Nicolet Bankshares Inc, 55 North Private Wealth, LLC, BTG Pactual Asset Management US LLC, Fisher Asset Management, LLC, Fortis Capital Advisors, LLC, PCG Wealth Advisors, LLC, TCFG Investment Advisors, LLC, Tiaa-cref Individual & Institutional Services, Llc, West Wealth Group, LLC, WealthPlan Investment Management, LLC, Adamsbrown Wealth Consultants Llc, e Nicolet Advisory Services, 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Weaver Consulting Group | 72,685 | 3.94 | 5,465 | 4.13 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 326,865 | 20.76 | 24,577 | 20.99 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 33,254 | 2.16 | 2,500 | 2.38 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 19,468 | 45.65 | 1,464 | 45.86 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 445 | 33 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 5,032 | 378 | ||||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 50,547 | 6.98 | 3,834 | 8.12 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 0 | 0 | ||||||
| 2026-04-13 | 13F | Hm Payson & Co | 22,119 | 1.76 | 1,663 | 1.96 | ||||
| 2026-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 12,212 | 13.97 | 918 | 14.18 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 1,059,017 | 79,628 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 284,847 | 0.95 | 21,378 | 3.37 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 518 | 39 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 4,289 | 17.41 | 323 | 16.67 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 8,567 | 0.15 | 644 | 0.47 | ||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 266 | 20 | ||||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 18,884 | 0.20 | 1,420 | 0.35 | ||||
| 2026-05-08 | 13F | Horizon Family Wealth, Inc. | 20,998 | 59.86 | 1,579 | 60.20 | ||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 9,705 | 730 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 8,095 | 55.40 | 609 | 55.90 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 61,368 | 203.02 | 4,614 | 203.75 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 19,653 | 5.49 | 1,478 | 5.65 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 49,198 | 3.21 | 3,699 | 3.41 | ||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 22,180 | 1,668 | ||||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 62,792 | 81.66 | 4,986 | 92.21 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 32,303 | 20.69 | 2,429 | 20.92 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 3,445 | 6.39 | 259 | 6.58 | ||||
| 2026-04-27 | 13F | Strathmore Capital Advisors, Inc. | 2,517 | 203 | ||||||
| 2026-02-13 | 13F | Sei Investments Co | 14,942 | 1,121 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 19,459 | 15.72 | 1,463 | 16.02 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 4,721 | 0.11 | 0 | |||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 10,919 | 821 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 31,565 | 188.74 | 2,373 | 189.39 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 528,118 | 0.42 | 39,709 | 0.61 | ||||
| 2026-02-05 | 13F | Edge Financial Advisors LLC | 33,956 | 83.39 | 2,158 | 90.88 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 474 | 0.42 | 36 | 0.00 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 15,179 | 8.23 | 1,141 | 8.46 | ||||
| 2026-04-27 | 13F | Serenus Wealth Advisors, LLC | 91,787 | 44.71 | 6,901 | 44.98 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 27,735 | 31.04 | 2,085 | 31.30 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 155 | 12 | ||||||
| 2026-04-27 | 13F | Platform Technology Partners | 30,466 | 5.71 | 2,291 | 5.92 | ||||
| 2026-04-29 | 13F | Childress Capital Advisors, Llc | 14,818 | 112.14 | 1,114 | 112.60 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 3,444 | 259 | ||||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 34,711 | 0.07 | 2,786 | 1.13 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 769 | 58 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 936 | 314.16 | 70 | 337.50 | ||||
| 2026-04-15 | 13F | Single Point Partners, LLC | 3,592 | 0.34 | 270 | 0.75 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 104,658 | 8.75 | 7,870 | 8.97 | ||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 161,720 | 12.05 | 12,160 | 12.26 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 269,028 | 7.25 | 20,228 | 7.45 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 11,902 | 13.32 | 895 | 13.45 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 424,221 | 11.88 | 32 | 10.71 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2,467,657 | 15.95 | 182,878 | 14.49 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 3,724 | 0.27 | 280 | 0.72 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 745,478 | 0.61 | 56,052 | 0.79 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 4,516 | 340 | ||||||
| 2026-05-11 | 13F | MCF Advisors LLC | 624 | 415.70 | 47 | 411.11 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 240,986 | 0.63 | 18,120 | 0.81 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 6,321 | 0.89 | 0 | |||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 408,328 | 30,702 | ||||||
| 2026-05-13 | 13F | BNB Wealth Management, LLC | 19,670 | 0.02 | 1,479 | 0.27 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 4,968,780 | 3.53 | 373,603 | 3.73 | ||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 3,215 | 0.09 | 242 | 0.00 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 37,575 | 59.24 | 2,825 | 59.60 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 897 | 67 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 343,837 | 293.13 | 25,853 | 293.74 | ||||
| 2026-05-11 | 13F | West Wealth Group, LLC | 5,220 | 393 | ||||||
| 2026-05-04 | 13F | Headland Capital, LLC | 155,922 | 3.27 | 11,724 | 3.46 | ||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 3,697 | 0.03 | 278 | 0.00 | ||||
| 2026-05-14 | 13F | Kane Investment Management, Inc. | 16,002 | 21.64 | 1,203 | 21.88 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 92,321 | 8.03 | 6,939 | 8.20 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 26,271 | 1.09 | 1,987 | 1.95 | ||||
| 2026-05-04 | 13F | Alta Wealth Advisors LLC | 8,954 | 0.13 | 673 | 0.30 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 2,859 | 215 | ||||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 26,452 | 0.28 | 1,989 | 0.45 | ||||
| 2026-04-29 | 13F | Centerpoint Advisory Group | 24,789 | 28.71 | 1,864 | 28.93 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 26,729 | 0.28 | 2,010 | 0.45 | ||||
| 2026-04-10 | 13F | Financial Advisory Corp | 5,129 | 0.39 | 386 | 0.52 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 289 | 14.23 | 22 | 16.67 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 163,120 | 5.46 | 12,265 | 5.66 | ||||
| 2026-05-13 | 13F | Kraematon Investment Advisors, Inc | 11,115 | 0.10 | 836 | 0.24 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 56,777 | 4,269 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 149,620 | 226.77 | 11,350 | 230.33 | ||||
| 2026-04-24 | 13F | Advanced Asset Management Advisors Inc | 13,484 | 3.07 | 1,014 | 3.26 | ||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 2,706 | 203 | ||||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 8,294 | 19.22 | 624 | 19.35 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 16,284 | 4.08 | 1,222 | 6.63 | ||||
| 2026-06-03 | 13F | DBK Financial Counsel, LLC | 44,727 | 0.37 | 3,363 | 0.57 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 632,003 | 221,655.44 | 47,520 | 226,185.71 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 663,024 | 0.82 | 49,853 | 1.01 | ||||
| 2026-05-14 | 13F | Betterment LLC | 9,346 | 23.10 | 1 | |||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 1,105 | 42.58 | 83 | 43.10 | ||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 2,706 | 203 | ||||||
| 2026-05-14 | 13F | Prudential Plc | 2,180 | 164 | ||||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 3,231 | 243 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 22,608 | 9.18 | 1,700 | 9.33 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 28,250 | 2.06 | 2,124 | 2.26 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 119,492 | 112.33 | 8,968 | 117.43 | ||||
| 2026-04-13 | 13F | Robinhood Asset Management, LLC | 8,543 | 178.09 | 642 | 179.13 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 314,321 | 0.75 | 23,634 | 0.94 | ||||
| 2026-05-13 | 13F | Sagewood Asset Management LP | 3,110 | 234 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 18,213 | 1 | ||||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 81,688 | 6,142 | ||||||
| 2026-04-21 | 13F | Artesa Financial Group, LLC | 104,727 | 9.28 | 7,874 | 9.48 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 10,889 | 63.45 | 819 | 63.93 | ||||
| 2026-04-30 | 13F | Fidelity D & D Bancorp Inc | 89,889 | 12.93 | 6,759 | 13.14 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 4,347 | 0.21 | 326 | 2.84 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 368 | 28 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 369,373 | 15.33 | 27,773 | 15.54 | ||||
| 2026-05-15 | 13F | Ballast, Inc. | 375,405 | 1.32 | 28,227 | 1.50 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 33,743 | 11.21 | 2,537 | 11.42 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 5,800 | 0.02 | 436 | 0.23 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 336,313 | 26.46 | 25,287 | 26.70 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 499 | 202.42 | 37 | 208.33 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 157,375 | 19.15 | 11,833 | 19.37 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 17,926 | 39.77 | 1,348 | 40.02 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 7,784 | 3.86 | 585 | 4.09 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 262,603 | 3.55 | 19,745 | 3.75 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 4,820 | 0.17 | 362 | 0.28 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 4,529 | 5.11 | 341 | 5.26 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 80,716 | 43.31 | 6,069 | 43.61 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 4,952 | 2.76 | 372 | 3.05 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 155,621 | 7.61 | 11,701 | 7.81 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 925 | 0.22 | 70 | 0.00 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 2,805 | 74.12 | 211 | 75.00 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 92,397 | 2.58 | 7 | 0.00 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 41,202 | 17.65 | 3,098 | 17.88 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 229 | 17 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 540 | 409.43 | 0 | |||||
| 2026-04-10 | 13F | Abound Wealth Management | 465 | 338.68 | 35 | 385.71 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 4,400 | 11.45 | 331 | 11.49 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 7,715 | 1.26 | 580 | 1.58 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 77,639 | 20.71 | 5,838 | 20.92 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 20,294 | 46.93 | 1,526 | 47.20 | ||||
| 2026-04-08 | 13F | Graves-Light Private Wealth Management, Inc. | 246,520 | 4.01 | 18,536 | 4.21 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 39,149 | 301.28 | 2,944 | 302.05 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 4,994 | 1.32 | 375 | 1.63 | ||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 31,301 | 18.74 | 2,354 | 18.96 | ||||
| 2026-04-21 | 13F | Fullerton Advisors, LLC | 2,903 | 0.38 | 218 | 0.46 | ||||
| 2026-04-13 | 13F | Invariant Investment Management | 6,599 | 0.03 | 523 | 2.35 | ||||
| 2026-01-29 | 13F | Comerica Bank | 92,202 | 2.86 | 6,920 | 5.33 | ||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 6,399 | 0.03 | 481 | 0.21 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 6,944 | 522 | ||||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 13,139 | 992 | ||||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 346,195 | 1.73 | 26,030 | 1.91 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 32,741 | 25.20 | 2,440 | 24.36 | ||||
| 2026-05-13 | 13F | Protective Life Corp | 375 | 28 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 46,161 | 3.74 | 3,471 | 3.92 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 1,656 | 0.06 | 124 | 0.00 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 92 | 7 | ||||||
| 2026-05-13 | 13F | GLR Partners, LLC | 83,816 | 6,302 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 4,829 | 363 | ||||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 9,477 | 713 | ||||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 226,368 | 7.49 | 17,021 | 7.69 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 4,828 | 1.17 | 363 | 1.40 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 5 | 0 | ||||||
| 2026-05-07 | 13F | Santori & Peters, Inc. | 120,562 | 4.70 | 9,065 | 4.91 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 532 | 0.38 | 40 | 0.00 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 8,744 | 1.97 | 657 | 2.18 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 277 | 0.36 | 21 | -4.76 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 131,179 | 1,556.51 | 9,863 | 1,560.44 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 14,569 | 11.08 | 1,181 | 16.13 | ||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 752,841 | 56,606 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 5,021 | 6.58 | 378 | 6.80 | ||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 145,458 | 17.01 | 10,937 | 17.23 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 20,050 | 4,456.82 | 1,473 | 4,360.61 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 14,081 | 37.70 | 1,059 | 37.94 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 5,931 | 233.58 | 446 | 234.59 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 101,141 | 0.07 | 7,605 | 0.25 | ||||
| 2026-04-29 | 13F | Integrity Investment Advisors, LLC | 124,695 | 9.49 | 9,376 | 9.69 | ||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 103,051 | 0.67 | 7,748 | 0.86 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 47,488 | 124.86 | 3,571 | 125.38 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 170,750 | 13.65 | 13 | 9.09 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 4,148 | 8.81 | 312 | 8.74 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 9,203 | 12.00 | 692 | 12.18 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 360 | 27 | ||||||
| 2026-05-08 | 13F | Capital Developers, LLC | 51,558 | 4.00 | 3,877 | 4.19 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 1,431,340 | 9.30 | 107,422 | 9.30 | ||||
| 2026-05-06 | 13F | Fiscal Wisdom Wealth Management, LLC | 15,254 | 0.57 | 1,147 | 0.70 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 89,803 | 439.88 | 6,752 | 441.03 | ||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 3,483 | 11.92 | 262 | 12.02 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1,661 | 125 | ||||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 4,249 | 14.47 | 319 | 14.75 | ||||
| 2026-04-21 | 13F | BCU Wealth Advisors, LLC | 5,405 | 0.30 | 406 | 0.50 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 1,000 | 75 | ||||||
| 2026-04-10 | 13F | Wealth Group Ltd | 12,811 | 23.97 | 963 | 24.26 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 19,497 | 0.17 | 1 | 0.00 | ||||
| 2026-05-04 | 13F | Providence First Trust Co | 64,383 | 15.46 | 4,841 | 15.68 | ||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 62,003 | 9.13 | 4,662 | 9.31 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 201,078 | 3.99 | 15,119 | 4.19 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 4,241 | 0.14 | 319 | 0.32 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 30,685 | 2.28 | 2,307 | 2.49 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 3,653 | 6.01 | 279 | 7.72 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 120 | 0.84 | 9 | 0.00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 208,309 | 34.78 | 15,663 | 35.03 | ||||
| 2026-04-30 | 13F | Legacy Financial Advisors, Inc. | 38,730 | 13.14 | 2,912 | 13.35 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 207,402 | 255.93 | 15,595 | 256.60 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1,259 | 95 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 47,955 | 12.57 | 4 | 0.00 | ||||
| 2026-04-29 | 13F | KDK Private Wealth Management, LLC | 8,003 | 2.33 | 590 | 0.51 | ||||
| 2026-05-06 | 13F | Quest 10 Wealth Builders, Inc. | 245 | 18 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 16,537 | 59.19 | 1,243 | 59.56 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 100 | 8 | ||||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 99,822 | 5.33 | 7,506 | 5.53 | ||||
| 2026-04-17 | 13F | Union Savings Bank | 488,164 | 1.27 | 36,705 | 1.47 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 4,191 | 0.26 | 315 | 0.64 | ||||
| 2026-04-15 | 13F | Verum Partners LLC | 50,342 | 0.17 | 3,785 | 0.37 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 7,353 | 553 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 8,820,059 | 2.59 | 663,439 | 2.80 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 570 | 43 | ||||||
| 2026-05-11 | 13F | Plotkin Financial Advisors, LLC | 7,794 | 0.32 | 586 | 0.51 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 1,691 | 128 | ||||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 10,512 | 25.16 | 790 | 25.40 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 6,439 | 0.25 | 484 | 0.41 | ||||
| 2026-04-07 | 13F | Bath Savings Trust Co | 18,576 | 24.87 | 1,397 | 25.09 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 20,209 | 0.56 | 1,520 | 0.73 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 21,609 | 96.50 | 1,625 | 96.85 | ||||
| 2026-05-15 | 13F/A | Arrowroot Family Office, LLC | 6,332 | 0.38 | 476 | 0.63 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 3,143 | 236 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 15,407 | 6.80 | 1 | 0.00 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 1,686,924 | 1.13 | 126,840 | 1.32 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 66,825 | 5.68 | 5,025 | 5.88 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 32,668 | 16.06 | 2,456 | 16.29 | ||||
| 2026-05-05 | 13F | Beacon Bridge Wealth Partners, LLC | 9,947 | 4.40 | 748 | 4.48 | ||||
| 2026-05-13 | 13F | J Hagan Capital, Inc. | 3,295 | 248 | ||||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 28,305 | 28.83 | 2,128 | 29.13 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 292,408 | 8.73 | 21,986 | 8.93 | ||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 3,431 | 258 | ||||||
| 2026-05-13 | 13F | Prosperity Financial Group, Inc. | 4,471 | 51.87 | 336 | 52.73 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 122,400 | 2.27 | 9,203 | 2.46 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 51,805 | 0.83 | 3,895 | 1.01 | ||||
| 2026-05-15 | 13F | Fmr Llc | 7,871,710 | 36.39 | 591,874 | 36.64 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 17,818 | 13.89 | 1,340 | 16.84 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 16,587 | 1.60 | 1,247 | 1.80 | ||||
| 2026-04-06 | 13F | CX Institutional | 966 | 8.54 | 0 | |||||
| 2026-04-24 | 13F | MOR Wealth Management, LLC | 217,866 | 11.64 | 16,381 | 11.85 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 59,903 | 4,504 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 4,310 | 324 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 42,091 | 24.25 | 3,165 | 24.47 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 8,279 | 622 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 280,811 | 5.78 | 21,075 | 8.32 | ||||
| 2026-04-24 | 13F | Seamount Financial Group Inc | 14,744 | 0.52 | 1,109 | 0.73 | ||||
| 2026-04-23 | 13F | OakTrust Wealth Advisors, LLC | 73,429 | 13.38 | 5,521 | 13.60 | ||||
| 2026-05-11 | 13F | Garton & Associates Financial Advisors LLC | 3,408 | 5.28 | 256 | 5.79 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 7,048 | 530 | ||||||
| 2026-05-05 | 13F | Ridgeline Wealth Planning, LLC | 9,743 | 0.91 | 733 | 1.10 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 598,213 | 11.46 | 43,945 | 9.10 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 67,046 | 17.80 | 5,041 | 18.03 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 286 | 22 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 12,244 | 346.05 | 921 | 346.60 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 137,149 | 3.70 | 10,312 | 3.90 | ||||
| 2026-04-24 | 13F | Berkeley, Inc | 74,369 | 9.84 | 5,592 | 10.04 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 49,658 | 0.77 | 3,734 | 0.95 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 68,344 | 3.13 | 5,139 | 3.32 | ||||
| 2026-04-22 | 13F | Independence Asset Advisors, LLC | 982,253 | 73,856 | ||||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 5,400 | 0.09 | 406 | 0.50 | ||||
| 2026-05-14 | 13F | Alvarez & Marsal Private Wealth Partners, LLC | 956,589 | 23.54 | 71,926 | 23.77 | ||||
| 2026-05-12 | 13F | Creative Planning | 119,982 | 1.87 | 9,021 | 2.06 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 3,524 | 265 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 104,643 | 1.06 | 7,868 | 1.25 | ||||
| 2026-05-01 | 13F | Wingate Wealth Advisors, Inc. | 25,664 | 16.97 | 1,930 | 17.19 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 16,045 | 1,206 | ||||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 166 | 12 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 594,702 | 76.87 | 44,716 | 77.20 | ||||
| 2026-05-27 | 13F/A | Maripau Wealth Management Llc | 2,814 | 212 | ||||||
| 2026-04-22 | 13F | Sykon Capital Llc | 142,099 | 10,684 | ||||||
| 2026-04-27 | 13F | Sierra Ocean, Llc | 214,270 | 4.45 | 16,111 | 4.64 | ||||
| 2026-05-20 | 13F | Cadia Private Client LLC | 4,943 | 70.21 | 372 | 70.97 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 183 | 266.00 | 14 | 333.33 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 24,600 | 1,850 | ||||||
| 2026-05-12 | 13F | Guerra Pan Advisors, Llc | 3,316 | 249 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 12,165,867 | 2.09 | 914,751 | 2.28 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 1,030 | 139.53 | 77 | 140.63 | ||||
| 2026-05-14 | 13F | Pacific Financial Group Inc | 56,987 | 0.73 | 4,285 | 0.89 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 34,378 | 92.14 | 2,585 | 92.55 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 3,530 | 274 | ||||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 39,992 | 192.49 | 3,007 | 192.98 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 56,526 | 104.32 | 4,250 | 104.72 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 4,988 | 63.81 | 0 | |||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 62 | 55.00 | 5 | 33.33 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 4,688,734 | 8,884.83 | 352,546 | 8,902.68 | ||||
| 2026-04-24 | 13F | United Community Bank | 61,925 | 38.58 | 4,656 | 38.86 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 112,312 | 59.97 | 8,445 | 60.26 | ||||
| 2026-04-24 | 13F | Sage Investment Counsel LLC | 22,285 | 5.10 | 1,676 | 5.28 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 286,827 | 403,881.69 | 21,567 | 431,220.00 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 223,820 | 8.42 | 16,829 | 8.62 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 11,131 | 1.12 | 837 | 1.21 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 11,671 | 8.99 | 878 | 9.22 | ||||
| 2026-05-14 | 13F | Cedar Wealth Management, LLC | 99,671 | 2.61 | 7,494 | 2.80 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 240 | 18 | ||||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 501 | 0.20 | 38 | 0.00 | ||||
| 2026-04-01 | 13F | Vigilare Wealth Management | 209,004 | 99.09 | 15,715 | 99.48 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 125,167 | 712.30 | 9,411 | 714.10 | ||||
| 2026-04-16 | 13F | Tandem Capital Management Corp /adv | 16,650 | 1.31 | 1,252 | 1.46 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 3,010 | 1.35 | 249 | 11.71 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 13,540 | 1,018 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 12,478 | 5.81 | 940 | 5.98 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 829 | 0.36 | 62 | 1.64 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 78,913 | 13.40 | 5,933 | 13.62 | ||||
| 2026-05-08 | 13F | Compass Financial Group, Inc. (Ohio) | 82,408 | 110.84 | 6,196 | 111.25 | ||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 2,124 | 7.98 | 160 | 8.16 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 3,281 | 61.39 | 247 | 61.84 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 129,564 | 10.01 | 9,742 | 10.20 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 129,997 | 9,774 | ||||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 902 | 68 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 69,041 | 1.57 | 5,191 | 1.76 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3,234 | 243 | ||||||
| 2026-05-04 | 13F | Financial Security Advisor, Inc. | 2,949 | 0.37 | 222 | 0.45 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 146,912 | 34.33 | 11,046 | 34.58 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 42,757 | 0.22 | 3,215 | 0.41 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 9,233 | 3.36 | 694 | 3.58 | ||||
| 2026-04-22 | 13F | Evensky & Katz LLC | 775,144 | 0.22 | 58 | 0.00 | ||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 20,198 | 6.29 | 1,519 | 6.45 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 13,846 | 16.88 | 1,041 | 17.10 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1,998,358 | 3.26 | 150,257 | 3.45 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 518 | 39 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 18,479 | 20.76 | 1,389 | 20.99 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 24,754 | 0.58 | 1,861 | 0.76 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 107,561 | 127.00 | 8,088 | 127.42 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 51,272 | 0.28 | 3,855 | 14.19 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 1,150 | 528.42 | 86 | 616.67 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 271,890 | 62.30 | 20,443 | 62.61 | ||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 49,185 | 7.37 | 3,698 | 123,166.67 | ||||
| 2026-05-15 | 13F | Chokshi & Queen Wealth Advisors, Inc | 2,841 | 214 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 406,396 | 10.06 | 30,557 | 10.27 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 34,994 | 145.92 | 2,631 | 146.58 | ||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 700 | 100.00 | 53 | 100.00 | ||||
| 2026-05-13 | 13F | Dynamic Wealth Strategies, LLC | 94,153 | 2.28 | 7,079 | 2.48 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 395 | 0.25 | 30 | 0.00 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 35,278 | 15.97 | 2,653 | 16.16 | ||||
| 2026-04-17 | 13F | Burns J W & Co Inc/ny | 38,046 | 0.01 | 2,861 | 0.18 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 18,592 | 2.72 | 1,398 | 2.87 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 1,350,198 | 34.71 | 101,521 | 34.96 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 12,587 | 0.07 | 946 | 0.32 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 88,411 | 180.96 | 6,648 | 181.53 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 11,662 | 10.95 | 877 | 11.17 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 12,123 | 1.67 | 912 | 1.90 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 455,118 | 363.13 | 34,220 | 364.00 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 10,096 | 95.24 | 759 | 95.62 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 934,862 | 7.89 | 70,293 | 8.09 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 29,891 | 0.51 | 2,247 | 0.72 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 54 | 4 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 215 | 16 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 20,904 | 87.75 | 1,673 | 94.42 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 4,354 | 0.14 | 327 | 0.31 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 3,632 | 273 | ||||||
| 2026-04-24 | 13F | Northwest Financial Advisors | 46,060 | 11.13 | 3,463 | 11.35 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 25 | -43.18 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 68,253 | 105.34 | 5,132 | 105.73 | ||||
| 2026-05-12 | 13F | Community Bank, N.A. | 155 | 12 | ||||||
| 2026-05-12 | 13F | Riggs Asset Managment Co. Inc. | 36,359 | 352.11 | 2,734 | 353.23 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 49,600 | 113.10 | 3,729 | 113.57 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 180 | 0.56 | 14 | 0.00 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 144,255 | 5.07 | 10,685 | 2.76 | ||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 29,124 | 2 | ||||||
| 2026-05-14 | 13F | JHP Wealth Management, LLC | 60,378 | 17.99 | 4,540 | 18.20 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 71,883 | 48.06 | 5,405 | 48.34 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 2 | 0 | ||||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 7,196 | 0.59 | 541 | 0.93 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 2,968 | 49.52 | 223 | 50.68 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 22,059 | 5.88 | 1,659 | 6.08 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 25,347 | 2.07 | 1,906 | 2.25 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 5,126 | 1.44 | 385 | 1.58 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 60,739 | 89.34 | 5 | 100.00 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 566 | 28.05 | 43 | 27.27 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 67,928 | 4.38 | 5,107 | 4.57 | ||||
| 2026-05-14 | 13F | Retiremitten Financial Llc | 102 | 8 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 54,070 | 198.45 | 4,066 | 406,400.00 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 79,180 | 3.87 | 5,954 | 4.07 | ||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 2,915 | 219 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 160,853 | 4.02 | 12 | 9.09 | ||||
| 2026-04-22 | 13F | Onyx Bridge Wealth Group LLC | 66,284 | 1.32 | 4,984 | 1.51 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 61,037 | 4,589 | ||||||
| 2026-05-11 | 13F | Sage Mountain Advisors LLC | 151,843 | 0.02 | 11,417 | 0.21 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 3,464 | 260 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 5,674,448 | 1.14 | 426,662 | 1.33 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 12,607 | 5.34 | 948 | 5.46 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 83,540 | 19.50 | 6 | 20.00 | ||||
| 2026-05-11 | 13F | Jackson Wealth Management, LLC | 147,594 | 1.30 | 11,098 | 1.49 |
