Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF incluem Old National Bancorp /in/, Dala Group, LLC, Natixis Advisors, L.p., Columbia Advisory Partners Llc, Parr Mcknight Wealth Management Group, Llc, Refined Wealth Management, Stillwater Private Wealth, LLC, Td Private Client Wealth Llc, Northstar Advisory Group, LLC, Addison Capital Co, Bellecapital International Ltd., CAP Partners, LLC, Gateway Wealth Partners, LLC, Astoria Portfolio Advisors LLC., Retirement Planning Group, Mission Financial Group, LLC, Capital Square, LLC, Envision Financial Transparency, LLC, Stenger Family Office, LLC, e Pine Valley Investments Ltd Liability Co .
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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Independent Advisor Alliance | 47,476 | 1,450.49 | 6,885 | 1,527.42 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 26,733 | 9.66 | 3,877 | 14.84 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2,008 | 16.20 | 291 | 21.76 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 13,113 | 694.25 | 1,902 | 733.77 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 2,874 | 25.34 | 417 | 31.23 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 1,439 | 209 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 5,790 | 10.41 | 840 | 15.56 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 6,803 | 1 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 3,174 | 1.63 | 460 | 6.48 | ||||
| 2026-05-07 | 13F | First Command Advisory Services, Inc. | 1,149 | 6.98 | 167 | 12.16 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 44 | 6 | ||||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 3,601 | 2.97 | 522 | 7.85 | ||||
| 2026-05-15 | 13F | Wealth Management Nebraska | 1,954 | 12.69 | 283 | 17.92 | ||||
| 2026-05-13 | 13F | Lynch Investment Planning, LLC | 22,762 | 3.45 | 3,301 | 8.34 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 19,624 | 18.73 | 2,846 | 24.34 | ||||
| 2026-05-27 | 13F | Alpha Capital Advisors Inc /adv | 2,210 | 0.18 | 320 | 1.91 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 181,804 | 26,365 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 3,509 | 37.51 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1,600 | 232 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 3,779 | 548 | ||||||
| 2026-01-06 | 13F | Ransom Advisory, Ltd | 154 | 21 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 31,587 | 0.50 | 4,581 | 5.26 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 40,280 | 2.50 | 5,841 | 7.35 | ||||
| 2026-05-11 | 13F | Jackson Wealth Management, LLC | 8,079 | 2.16 | 1,172 | 7.03 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 7,673 | 13.79 | 1,113 | 19.19 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 47 | 8 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 560,428 | 34.01 | 80,293 | 38.67 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 317 | 46 | ||||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 31,616 | 4,585 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 4,876 | 19.01 | 707 | 24.69 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 38,371 | 9.03 | 5,565 | 14.20 | ||||
| 2026-04-17 | 13F | LMG Wealth Partners, LLC | 59,631 | 1.12 | 8,648 | 5.90 | ||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 15,290 | 2 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 300,740 | 23.62 | 44 | 30.30 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 12 | 2 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 28,894 | 3.60 | 4,190 | 8.52 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 17,597 | 52.53 | 2,552 | 59.74 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 3,080 | 493 | ||||||
| 2026-04-21 | 13F | E&G Advisors, LP | 3,675 | 0.14 | 533 | 4.72 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1,182,937 | 11.73 | 171,549 | 17.02 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 23,671 | 41.58 | 3,433 | 48.31 | ||||
| 2026-05-13 | 13F | BNB Wealth Management, LLC | 18,244 | 4.62 | 2,646 | 9.57 | ||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 7,423 | 4.14 | 1,077 | 9.13 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 1,791 | 248 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 123,954 | 3.67 | 17,976 | 8.58 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 220 | 32 | ||||||
| 2026-04-21 | 13F | Refined Wealth Management | 16,354 | 2,372 | ||||||
| 2026-05-01 | 13F | American Trust | 8,491 | 7.93 | 1,231 | 13.04 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 441 | 2.80 | 64 | 6.78 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 22 | 3 | ||||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 484 | 0.21 | 70 | 6.06 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 92,075 | 1.12 | 13,353 | 5.91 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 28,388 | 19.85 | 4,117 | 25.53 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 2,999 | 1.49 | 435 | 6.11 | ||||
| 2026-04-29 | 13F | Centerpoint Advisory Group | 7,036 | 0.50 | 1,020 | 5.26 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1,165,549 | 25.65 | 169,028 | 31.60 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 61,308 | 36.16 | 2,523 | -59.53 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 745,103 | 25.51 | 108,107 | 31.44 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 28,918 | 1.47 | 4,194 | 6.29 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 53 | 7 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 2,675 | 60.08 | 388 | 67.53 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 3,875 | 2.65 | 562 | 7.47 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 102,430 | 1.56 | 14,854 | 4.99 | ||||
| 2026-05-05 | 13F | Aventura Private Wealth, LLC | 524 | 76 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 37,852 | 10.21 | 5,489 | 15.44 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 258,043 | 2.53 | 37,427 | 7.40 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 1,886 | 2.72 | 274 | 7.48 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 1,534 | 1.46 | 223 | 6.22 | ||||
| 2026-04-09 | 13F | TruWealth Advisors, LLC | 27,169 | 1.00 | 3,940 | 5.80 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 14,508 | 8.00 | 2,238 | 20.39 | ||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 23,460 | 15.48 | 3,402 | 20.98 | ||||
| 2026-05-12 | 13F | Vista Cima Wealth Management LLC | 18,494 | 47.32 | 2,682 | 54.32 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 933 | 0.21 | 135 | 5.47 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 352 | 648.94 | 51 | 733.33 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 77,753 | 21.34 | 11,276 | 27.09 | ||||
| 2026-05-08 | 13F | Burke & Herbert Bank & Trust Co | 4,051 | 53.97 | 587 | 61.26 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 1,384 | 201 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 170,297 | 6.59 | 24,696 | 11.65 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 58,431 | 2.90 | 8,483 | 7.90 | ||||
| 2026-04-24 | 13F | GPM Growth Investors, Inc. | 9,694 | 1.12 | 1,406 | 5.88 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 215 | 264.41 | 31 | 287.50 | ||||
| 2026-04-20 | 13F | Godsey & Gibb Associates | 446 | 4.94 | 65 | 10.34 | ||||
| 2026-05-15 | 13F | Point Nemo Capital, LLC | 1,518 | 220 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 1,998,519 | 8.29 | 289,825 | 13.43 | ||||
| 2026-06-01 | 13F | Dala Group, LLC | 104,230 | 15,112 | ||||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 10,959 | 20.83 | 1,589 | 23.18 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 12,688 | 110.45 | 1,840 | 120.62 | ||||
| 2026-05-12 | 13F | Hrc Wealth Management, Llc | 4,470 | 45.46 | 648 | 52.47 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 29,232 | 28.10 | 4,615 | 43.03 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 6,317 | 916 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 16,282 | 84.92 | 2,361 | 93.68 | ||||
| 2026-05-07 | 13F | Legacy Capital Wealth Management, Llc | 22,302 | 28.67 | 3,234 | 34.81 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 6,156 | 15.22 | 893 | 19.57 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 6,678 | 6.35 | 968 | 11.39 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 2,446 | 7.09 | 355 | 12.03 | ||||
| 2026-04-07 | 13F | Crescent Sterling, Ltd. | 2,326 | 4.16 | 337 | 9.06 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 20 | 3 | ||||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 15,737 | 5.38 | 2,282 | 10.40 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 1,721 | 250 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 3,691 | 64.48 | 535 | 72.58 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 4,182 | 14.61 | 606 | 20.00 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 127,717 | 83.43 | 18,521 | 92.13 | ||||
| 2026-05-14 | 13F | Jupiter Wealth Management LLC | 17,300 | 2.98 | 2,907 | 19.34 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 3,960 | 5.80 | 574 | 10.81 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 1,087 | 158 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 6,730 | 92.23 | 976 | 101.45 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 102 | 0.99 | 15 | 0.00 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 7,630 | 0.75 | 1,107 | 5.53 | ||||
| 2026-05-05 | 13F | Cannon Wealth Management Services, LLC | 7,911 | 9.01 | 1,147 | 14.24 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 18,192 | 2.91 | 2,908 | 14.13 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 19,230 | 55.11 | 2,844 | 62.14 | ||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 37,215 | 4.84 | 5,397 | 9.79 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 30 | 4 | ||||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 1,735 | 832.80 | 252 | 904.00 | ||||
| 2026-05-13 | 13F | Lowery Thomas, Llc | 26,508 | 3.19 | 3,844 | 8.10 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 13,830 | 564.90 | 2,006 | 598.61 | ||||
| 2026-05-12 | 13F | Operose Advisors LLC | 11 | 2 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 5,600 | 1.91 | 812 | 6.84 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 60,641 | 4.34 | 8,794 | 9.28 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 10 | 1 | ||||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 44,120 | 13.78 | 6,398 | 19.19 | ||||
| 2026-04-28 | 13F | Westfuller Advisors, LLC | 572 | 0.18 | 83 | 3.80 | ||||
| 2026-05-08 | 13F | Capital Developers, LLC | 27,231 | 3.28 | 3,949 | 8.19 | ||||
| 2026-05-14 | 13F | Comprehensive Wealth Management, LLC | 12,392 | 2.88 | 1,797 | 7.80 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 3,606 | 2.68 | 1 | |||||
| 2026-05-04 | 13F | Oasis Advisors, LLC | 4,669,420 | 3,083.08 | 27,907 | 37.39 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 476 | 69 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 6,451 | 7,963.75 | 936 | 8,400.00 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 2,004 | 291 | ||||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 1,881 | 2.73 | 273 | 7.51 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 63,722 | 29.51 | 9,241 | 35.64 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 1,625 | 236 | ||||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 13,416 | 5.80 | 1,946 | 10.83 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 5,303 | 363.55 | 1 | |||||
| 2026-04-30 | 13F | Csenge Advisory Group | 4,896 | 74.61 | 710 | 82.99 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 9,436 | 1,368 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1,367,490 | 9.24 | 198,313 | 14.41 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 18,021 | 43.73 | 2,613 | 50.52 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 6,807 | 15.71 | 987 | 21.25 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 44,821 | 117,850.00 | 6,500 | 129,880.00 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 50,701 | 3.72 | 7,353 | 8.63 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 2,523 | 11.84 | 366 | 16.99 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 83,425 | 301.74 | 12,098 | 320.80 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 60,340 | 2.50 | 8,751 | 7.35 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 3,716 | 4.03 | 549 | 10.93 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 67 | 10 | ||||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 20,168 | 0.80 | 2,925 | 5.56 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 1,750 | 9.51 | 0 | |||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 167,728 | 13.09 | 23,225 | 13.09 | ||||
| 2026-05-14 | 13F | Guilbault Capital LLC | 28,923 | 5.15 | 4,194 | 10.14 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 11,729 | 1,701 | ||||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 96,156 | 0.78 | 13,945 | 5.56 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 217,335 | 31,518 | ||||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 2,593 | 6.31 | 376 | 11.57 | ||||
| 2026-05-14 | 13F | Quattro Advisors LLC | 44,979 | 0.61 | 6,523 | 5.36 | ||||
| 2026-05-05 | 13F | Howard Capital Management Inc. | 2,287 | 1.46 | 332 | 6.09 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 3,215 | 466 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 611 | 4.09 | 89 | 8.64 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 23,416 | 13.44 | 3,396 | 18.79 | ||||
| 2026-05-05 | 13F | PFG Advisors | 10,361 | 13.36 | 1,503 | 18.74 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 430 | 4.88 | 62 | 10.71 | ||||
| 2026-04-08 | 13F | Accel Wealth Management | 28,552 | 15.22 | 4,141 | 20.66 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 3,603 | 14.38 | 499 | 17.18 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 32,682 | 4.05 | 4,743 | 8.99 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 1,604 | 7.36 | 233 | 12.62 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 13,207 | 1,915 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 24,255 | 16.10 | 3,517 | 21.61 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 3,027 | 439 | ||||||
| 2026-04-29 | 13F | Addison Capital Co | 6,359 | 922 | ||||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 3,294 | 0.15 | 478 | 4.84 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 3,699,499 | 6.53 | 536,501 | 11.58 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 191 | 28 | ||||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 10,552 | 8.63 | 1,530 | 13.75 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 19,134 | 150.58 | 2,660 | 151.66 | ||||
| 2026-05-12 | 13F | Mission Financial Group, LLC | 2,472 | 358 | ||||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 1,749 | 254 | ||||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 6,942 | 1,007 | ||||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 317 | 0.32 | 46 | 4.65 | ||||
| 2026-05-11 | 13F | Reliant Investment Partners, LLC | 2,693 | 0.49 | 391 | 5.12 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 80,255 | 19.93 | 11,854 | 23.74 | ||||
| 2026-04-16 | 13F | Swisher Financial Concepts, Inc. | 3,901 | 5.86 | 566 | 10.78 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 5,077 | 706 | ||||||
| 2026-04-15 | 13F | APS Management Group, Inc. | 1,520 | 4.40 | 220 | 9.45 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 13,068 | 19.86 | 1,895 | 25.58 | ||||
| 2026-04-29 | 13F | Stenger Family Office, LLC | 1,811 | 263 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 309,745 | 8.53 | 44,919 | 13.68 | ||||
| 2026-05-12 | 13F | Barometer Capital Management Inc. | 2,400 | 348 | ||||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 2,919 | 7.95 | 423 | 13.10 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 2,433 | 390 | ||||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 1,761 | 255 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 372,930 | 45.90 | 54,082 | 52.81 | ||||
| 2026-04-10 | 13F | Affinity Wealth Management Llc | 322,634 | 0.07 | 46,788 | 4.81 | ||||
| 2026-05-15 | 13F | Fmr Llc | 16,337 | 10.84 | 2,369 | 16.13 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 34,709 | 1.22 | 5,036 | 6.02 | ||||
| 2026-04-29 | 13F | Capstone Wealth Management Group, Llc | 12,782 | 7.90 | 1,854 | 12.99 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 3,423 | 496 | ||||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 30,176 | 0.48 | 4,376 | 5.24 | ||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 20,198 | 53.62 | 2,929 | 60.93 | ||||
| 2026-05-04 | 13F | Nwam Llc | 43,626 | 8.63 | 6,327 | 11.41 | ||||
| 2026-05-12 | 13F/A | Bellecapital International Ltd. | 5,161 | 748 | ||||||
| 2026-05-15 | 13F | Veridan Wealth LLC | 2,476 | 0.16 | 359 | 4.97 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 42,702 | 44.37 | 6,193 | 51.21 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 6,949 | 2.60 | 1,008 | 7.47 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 228 | 0.44 | 33 | 6.45 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 3,966 | 26.06 | 575 | 32.18 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 168 | 24 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 40,086 | 5.77 | 5,813 | 10.79 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 3,700 | 537 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 67,490 | 919.18 | 9,787 | 968.45 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 4,883 | 272.18 | 1 | |||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 7,180 | 34.26 | 1,041 | 40.68 | ||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 317 | 46 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 785,643 | 13.39 | 113,934 | 18.76 | ||||
| 2026-04-09 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,478 | 145.37 | 649 | 157.54 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 47,443 | 14.52 | 6,880 | 19.94 | ||||
| 2026-05-04 | 13F | Parr Mcknight Wealth Management Group, Llc | 23,159 | 3,359 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1,061,925 | 184.35 | 154,000 | 197.83 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 1,932 | 280 | ||||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 6,421 | 13.61 | 931 | |||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 100,984 | 12.63 | 14,645 | 17.96 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 6,323 | 13.25 | 917 | 18.63 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 16,274 | 984.93 | 2,360 | 1,040.10 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 58,104 | 12.61 | 8 | 14.29 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 1,705 | 4.99 | 247 | 10.27 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 5,163 | 1.57 | 749 | 6.40 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 34,586 | 5 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 26,284 | 14.93 | 3,812 | 20.37 | ||||
| 2026-05-15 | 13F | FreeGulliver LLC | 74,628 | 19.98 | 10,823 | 25.66 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,716 | 3.87 | 249 | 8.77 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 22,803 | 60.68 | 3,307 | 68.24 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3,094 | 39.31 | 449 | 45.93 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 165,424 | 2.08 | 23,990 | 6.92 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 6,825 | 8.87 | 990 | 14.07 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 50,955 | 29.25 | 7,390 | 35.38 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 2,159 | 313 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 45 | 6 | ||||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 2,226 | 0 | ||||||
| 2026-04-13 | 13F | Elm3 Financial Group, LLC | 21,419 | 0.00 | 3,106 | 4.76 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 16,024 | 207.86 | 2,324 | 222.78 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 19,062 | 197.05 | 2,764 | 211.26 | ||||
| 2026-05-14 | 13F | JHP Wealth Management, LLC | 14,221 | 3.73 | 2,062 | 8.64 | ||||
| 2026-04-16 | 13F | Cornerstone Management, Inc. | 10,792 | 0.02 | 1,565 | 4.82 | ||||
| 2026-05-01 | 13F | MY Wealth Management Inc. | 4,077 | 2.95 | 464 | -15.51 | ||||
| 2026-05-12 | 13F | Creative Planning | 5,278 | 57.36 | 765 | 64.87 | ||||
| 2026-04-28 | 13F | CAP Partners, LLC | 3,989 | 578 | ||||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 0 | 0 | ||||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 10,233 | 406.33 | 1,484 | 431.54 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 2,794 | 7.83 | 405 | 13.13 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 11,004 | 217.67 | 1,596 | 232.99 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 15,882 | 2,303 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 1,894 | 275 | ||||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 2,705 | 63.44 | 392 | 71.18 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 21,601 | 80.04 | 3,133 | 88.56 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 7,254 | 3.78 | 1,052 | 8.69 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 2,298 | 28.02 | 333 | 34.27 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 15,019 | 827.67 | 2,178 | 872.32 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 31,673 | 51.85 | 5 | 100.00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1,120,959 | 33.92 | 162,561 | 40.26 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 1,433 | 208 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 6,800 | 126.67 | 986 | 137.59 |
