Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF termasuk Manchester Financial Inc, First International Bank of Israel Ltd., Thrivent Financial For Lutherans, Carrera Capital Advisors, Duncan Williams Asset Management, LLC, Aspen Investment Management Inc, Cornerstone Planning, LLC, Semitam Bonam Llc, Fca Corp /tx, Accurate Wealth Management, LLC, Coordinated Financial Services, Inc./CO, Delta Financial Group, Inc., Pacific Wealth Strategies Group, Inc., Brown Advisory Inc, Certified Advisory Corp, Bill Few Associates, Inc., Atomi Financial Group, Inc., Nikulski Financial, Inc., Mindset Wealth Management, Llc, dan Strathmore Capital Advisors, Inc. .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Cwm, Llc | 573,769 | 0.62 | 11 | 0.00 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 61,883 | 3.34 | 1,157 | 4.33 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 15,039 | 28.32 | 281 | 29.49 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 141,132 | 5.12 | 2,639 | 6.11 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 152,255 | 20.43 | 2,847 | 21.56 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 133,979 | 3.47 | 2,505 | 4.42 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 20,014 | 0 | ||||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 505,652 | 6.14 | 9,456 | 7.11 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 261,888 | 16.76 | 4,918 | 18.33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 16,387 | 45.80 | 306 | 47.12 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 598,956 | 18.03 | 11,200 | 19.12 | ||||
| 2025-08-11 | 13F | Mindset Wealth Management, Llc | 10,070 | 188 | ||||||
| 2025-08-11 | 13F | Goodman Financial Corp | 20,984 | 13.01 | 392 | 13.95 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 116,012 | 5.21 | 2,169 | 6.17 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2,087 | 39 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,822,235 | 11.61 | 34,076 | 12.63 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 42,292 | 1.46 | 791 | 2.33 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 82,021 | 491.78 | 1,534 | 498.83 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 89,116 | 29.91 | 1,666 | 31.08 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6,516,929 | 5.61 | 121,867 | 6.58 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 466,888 | 8,731 | ||||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 149,170 | 3 | ||||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 18,863 | 352 | ||||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 1,128,016 | 11.17 | 21,094 | 12.18 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 20,386 | 56.55 | 381 | 58.09 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 40,198 | 752 | ||||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 95,613 | 1,754 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 137,713 | 37.25 | 2,575 | 38.52 | ||||
| 2025-07-16 | 13F | Kirr Marbach & Co Llc /in/ | 382,662 | 12.95 | 7,156 | 13.99 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 2,926,194 | 9.52 | 54,398 | 10.77 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 61,842 | 0.82 | 1,156 | 1.76 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3,228,386 | 5.87 | 60,371 | 6.84 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 28,086 | 28.12 | 525 | 29.31 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 17,550 | 50.77 | 0 | |||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 280,049 | 1.91 | 5,237 | 2.85 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 19,664 | 24.50 | 368 | 25.68 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 86,222 | 163.89 | 1,612 | 169.57 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 851 | 16 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 69,276 | 47.92 | 1,295 | 49.37 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 2,294,041 | 42,899 | ||||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 27,449 | 14.81 | 1 | |||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 31,456 | 7.92 | 588 | 8.89 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 63,610 | 0.11 | 1,190 | 1.02 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 947,264 | 6.36 | 17,714 | 7.33 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 122,770 | 1.73 | 2,296 | 2.64 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 513,953 | 3.71 | 9,611 | 4.65 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 10,355 | 194 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,721,701 | 0.54 | 32,196 | 1.46 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 227,701 | 65.65 | 4,258 | 67.14 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10,434 | 1,986.80 | 195 | 2,066.67 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 341,689 | 2.04 | 6,390 | 2.98 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 314,164 | 13.65 | 5,875 | 14.68 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 22,584 | 3.36 | 422 | 4.46 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 55,425 | 164.07 | 1,036 | 167.01 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 14,784 | 16.56 | 276 | 17.45 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 804,685 | 6.81 | 15,048 | 7.79 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 9,325 | 174 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,952 | 37 | ||||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 28,171 | 69.03 | 522 | 71.15 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 28,234 | 527 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 47,464 | 7.43 | 888 | 8.44 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 14,400 | 11.63 | 269 | 12.55 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 490,584 | 14.97 | 9,174 | 16.03 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 29,295 | 68.15 | 548 | 69.88 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 161,881 | 6.41 | 3,027 | 7.42 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 177,772 | 3.34 | 3,324 | 4.30 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 352,780 | 40.21 | 6,597 | 41.45 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 378,395 | 0.68 | 7,076 | 1.59 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2,143,374 | 2.78 | 40,081 | 3.72 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 12,431 | 1.18 | 232 | 2.20 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 14,786 | 0.09 | 277 | 1.10 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 17,088 | 92.80 | 320 | 94.51 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 84,803 | 1,586 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 268,490 | 200.38 | 5,021 | 203.14 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 11,000 | 206 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 23,973 | 0.84 | 448 | 1.82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,646,139 | 10.38 | 68,183 | 11.39 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 69,773 | 3.43 | 1,305 | 4.32 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 54,346 | 19.29 | 1,016 | 20.38 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 10,000 | 187 | ||||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 19,958 | 4.77 | 373 | 5.97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 175,986 | 3.29 | 3,286 | 4.05 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 83,486 | 1.18 | 1,561 | 2.09 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 4,361 | 52.43 | 82 | 52.83 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 40,186 | 0.35 | 752 | 1.49 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 1,126,366 | 5.63 | 21,063 | 6.60 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 66,560 | 7.75 | 1,245 | 8.74 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 14,912 | 1.18 | 279 | 1.83 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 27,992 | 17.23 | 523 | 18.33 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 540,000 | 10,098 | ||||||
| 2025-08-13 | 13F | Farnam Financial LLC | 189,347 | 31.06 | 3,541 | 32.24 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 46,305 | 6.84 | 866 | 7.72 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 33,910 | 2.41 | 634 | 3.43 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 3,300 | 62 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 46,029 | 2.50 | 1 | |||||
| 2025-08-07 | 13F | SFE Investment Counsel | 265,220 | 26.40 | 4,960 | 27.58 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 177,031 | 3.41 | 3,310 | 4.35 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 407,698 | 2.52 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 5,824 | 1.18 | 109 | 1.89 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 216,348 | 16.87 | 4,046 | 17.93 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 181,617 | 2.41 | 3,396 | 3.35 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 138,810 | 35.77 | 3 | 100.00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 23,516 | 440 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1,071,144 | 8.59 | 20,029 | 9.58 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 36,162 | 41.63 | 676 | 42.92 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 6,649 | 1.78 | 123 | 3.36 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 41,207 | 1.46 | 771 | 2.39 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 144,224 | 19.93 | 2,697 | 21.01 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 2,550 | 48 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,550 | 175.68 | 48 | 176.47 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 62 | 1 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 19,196 | 36.69 | 359 | 39.30 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 39,228 | 2.60 | 734 | 3.53 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 51,013 | 10.30 | 954 | 11.33 | ||||
| 2025-08-01 | 13F | GPM Growth Investors, Inc. | 542,430 | 5.24 | 10,143 | 6.21 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 535,638 | 0.71 | 10,016 | 1.63 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 63,447 | 33.19 | 1,186 | 34.47 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 16,220 | 303 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 606,794 | 6.26 | 11,347 | 7.24 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 11,896 | 0.31 | 222 | 1.37 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 10,875 | 203 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 631,184 | 28.91 | 11,803 | 30.10 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 24,364 | 6.21 | 456 | 7.06 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 7,515 | 96.99 | 141 | 100.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 66,230 | 91.15 | 1,238 | 92.83 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 143,785 | 12.20 | 2,689 | 13.51 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 265,049 | 8.81 | 4,956 | 9.82 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 185,804 | 2.21 | 3,475 | 3.15 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 165,292 | 24.25 | 3,091 | 25.35 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 679,021 | 18.65 | 12,698 | 19.74 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 213,244 | 9.10 | 3,988 | 10.11 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,012,754 | 3.73 | 37,639 | 4.68 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 11,486 | 215 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 697 | 0 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 73,014 | 9.08 | 1,365 | 10.08 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 203,734 | 5.50 | 3,810 | 6.46 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 283,662 | 40.12 | 5,297 | 41.22 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 376,773 | 0.41 | 7,046 | 1.32 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1,004 | 83.88 | 19 | 80.00 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 74,459 | 1.91 | 1,392 | 2.88 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 316,595 | 7.88 | 5,920 | 8.88 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 143,793 | 1.23 | 2,689 | 2.17 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 10,850 | 0.11 | 203 | 1.00 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 23,980 | 4.98 | 450 | 6.15 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 117,050 | 9.40 | 2,189 | 10.39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,243,788 | 3.93 | 23,259 | 4.88 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 72,423 | 15.54 | 1,354 | 16.62 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 2,726 | 51 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 31,805 | 0.39 | 595 | 1.19 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 65,601 | 13.76 | 1,227 | 14.79 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 38,962 | 8.67 | 729 | 9.64 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 28,100 | 8.37 | 525 | 9.38 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 507,641 | 9 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 679,026 | 12.01 | 13 | 9.09 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 22,549 | 1.18 | 422 | 2.18 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4,403,485 | 9.21 | 82,345 | 10.21 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 202,475 | 0.16 | 3,786 | 1.09 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 688,453 | 0.87 | 12,874 | 1.80 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 265,130 | 10.23 | 5 | 0.00 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 21,648 | 55.99 | 405 | 56.59 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 372,654 | 5.06 | 6,969 | 6.03 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 372,654 | 6,969 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2,979,683 | 2.25 | 55,720 | 3.19 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2,247 | 9.08 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 31,279 | 85.41 | 585 | 89.00 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 185,446 | 6.82 | 3,468 | 7.80 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 57,260 | 1.69 | 1,071 | 2.59 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 212,861 | 0.64 | 3,980 | 1.56 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 33,245 | 0.87 | 622 | 1.80 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 59,620 | 0.25 | 1,115 | 1.18 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 2,536,166 | 18.47 | 47,426 | 19.56 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1,092,507 | 15.02 | 20,430 | 16.07 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 25,171 | 466 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6,963 | 99.11 | 130 | 103.13 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 149,695 | 4.59 | 2,799 | 5.54 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 803,091 | 1,799.68 | 43 | -94.64 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 251,683 | 6.64 | 4,706 | 7.61 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 513,924 | 10.76 | 9,610 | 11.78 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 62,635 | 3.00 | 1,171 | 4.00 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 895,534 | 3.60 | 16,747 | 4.55 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,671,357 | 9.59 | 31,254 | 10.60 | ||||
| 2025-08-14 | 13F | Fmr Llc | 561 | 11.98 | 10 | 11.11 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 11,600 | 217 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1,948,130 | 10.02 | 36,430 | 11.03 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 6,031,301 | 3.52 | 112,785 | 4.47 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 12,172 | 228 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 236,260 | 5.20 | 4,418 | 7.21 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 16,758 | 0.22 | 313 | 1.29 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 22,730 | 40.34 | 425 | 41.67 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 16,628 | 51.76 | 311 | 52.71 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 63,814 | 6.01 | 1,193 | 7.00 |
