Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF meliputi Atlantic Union Bankshares Corp, Trust Co Of Toledo Na /oh/, Wealth Advisory Team LLC, Harbor Asset Planning, Inc., Tudor Investment Corp Et Al, Symphony Financial, Ltd. Co., Forum Private Client Group LLC, Fisher Asset Management, LLC, Hilltop Holdings Inc., TAGStone Capital, Inc., Calton & Associates, Inc., Regal Investment Advisors LLC, Evolution Wealth Management Inc., Ashton Thomas Private Wealth, LLC, Nikulski Financial, Inc., CWC Advisors, LLC., Integrated Advisors Network LLC, Lynx Investment Advisory, Cresset Asset Management, LLC, dan Financial Gravity Companies, Inc. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F/A | CX Institutional | 86 | 0 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 33,613 | 44.66 | 3,302 | 55.32 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,013,810 | 2.54 | 197,837 | 10.06 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8,320 | 0.10 | 817 | 7.50 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 10,430 | 1.64 | 1,025 | 9.05 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 78,742 | 7.73 | 7,736 | 15.62 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4,003 | 14.86 | 393 | 23.58 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 31,232 | 3.87 | 3,068 | 11.48 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 51,284 | 3.53 | 5,038 | 11.12 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 11,598 | 77.23 | 1 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 481,715 | 4.66 | 47,324 | 12.33 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 57,150 | 0.48 | 5,614 | 7.86 | ||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 10,080 | 170.24 | 1 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4,211 | 7.56 | 414 | 15.36 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 6 | 1 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 16,144 | 7.25 | 1,586 | 7.02 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 2,355 | 1.46 | 231 | 8.96 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 28,518 | 11.54 | 2,802 | 19.70 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 303,723 | 4.48 | 29,838 | 12.14 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 42,572 | 2.37 | 4,182 | 9.88 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 62,292 | 2,144.76 | 6,120 | 2,318.58 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 156,172 | 122.24 | 14,294 | 106.59 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 562,459 | 40.78 | 55,256 | 51.10 | ||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 15,853 | 5.86 | 1,557 | 13.65 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 86,952 | 508.52 | 8,542 | 553.56 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 19,392 | 1,905 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 53,894 | 0.29 | 5,295 | 7.65 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 100,983 | 3.90 | 9,243 | -3.43 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 447 | 44 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 2,173 | 213 | ||||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 30,181 | 9.75 | 2,965 | 17.76 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 9,810 | 0.12 | 964 | 7.48 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 | 0 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 80,358 | 1.77 | 7,894 | 11.67 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 28,881 | 2.76 | 2,837 | 10.30 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 2,046 | 201 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 25,963 | 2,551 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 181,662 | 7.02 | 17,846 | 14.87 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 12,678 | 18.59 | 1 | |||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 355 | 9.91 | 35 | 17.24 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 59,662 | 10.77 | 5,861 | 18.91 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 88,209 | 3.08 | 8,666 | 10.64 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 106,234 | 0.59 | 10,567 | 8.90 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 42,392 | 1.18 | 4,165 | 8.61 | ||||
| 2025-08-14 | 13F | Fmr Llc | 7,869 | 19.59 | 773 | 28.41 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 14,116 | 4.15 | 1,387 | 11.77 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 44,819 | 33.44 | 4,403 | 43.23 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 52,440 | 8.78 | 5,167 | 17.11 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 8,042 | 0.14 | 790 | 7.48 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 22,658 | 274.57 | 2,226 | 302.35 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 11,287 | 68.59 | 1,109 | 81.05 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 23,444 | 10.84 | 2,303 | 19.02 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4,612 | 37.22 | 481 | 56.35 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 252 | 15.60 | 25 | 26.32 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 73,938 | 4.24 | 7,264 | 11.88 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 780 | 77 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 4,523 | 0.18 | 465 | 12.59 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4,493 | 21.96 | 441 | 30.86 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 291,706 | 6.59 | 28,657 | 14.40 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 38 | 4 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 69,940 | 14.65 | 6,871 | 14.37 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 7,709 | 0.09 | 757 | 7.53 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 73,104 | 10.98 | 7,182 | 19.11 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 9,566 | 28.42 | 940 | 37.89 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 2,146 | 211 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 107,028 | 2.97 | 10,514 | 10.52 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 114 | 60.56 | 0 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3,143 | 309 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 16,767 | 5.80 | 1,647 | 13.59 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 38,512 | 96.57 | 3,783 | 110.99 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 8,003 | 786 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 66,528 | 20.88 | 6,536 | 29.74 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 19,997 | 1.70 | 1,998 | 11.06 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 139,452 | 2.96 | 13,700 | 10.51 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 4,564 | 448 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 38 | 4 | ||||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 116,068 | 3.39 | 11,402 | 10.97 | ||||
| 2025-08-08 | 13F | Creative Planning | 19,517 | 8.75 | 1,917 | 16.75 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 766,696 | 4.74 | 75,320 | 12.42 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 11,611 | 6.83 | 1 | |||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 11,557 | 63.67 | 1,135 | 75.70 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 3 | 0 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 225 | 22 | ||||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 7,028 | 2.43 | 690 | 10.05 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 108,182 | 9.11 | 10,628 | 17.10 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 14,468 | 4.26 | 1,421 | 11.89 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 115,642 | 55.33 | 11,361 | 66.72 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 17,216 | 354.85 | 1,691 | 388.73 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 21,661 | 3.99 | 2,128 | 11.59 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 6,912 | 31.36 | 679 | 41.16 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 38,401 | 53.66 | 3,773 | 64.93 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 134,117 | 3.85 | 13,176 | 11.45 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 160,283 | 15,746 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,226 | 50.71 | 219 | 62.22 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 70 | 1.45 | 7 | 0.00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 2,908 | 286 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5,645 | 555 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 129,331 | 3.39 | 12,705 | 10.97 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 16,782 | 138.58 | 2 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 149,524 | 28.38 | 14,689 | 37.80 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 23,207 | 3.62 | 2,280 | 11.17 | ||||
| 2025-08-07 | 13F | PFG Advisors | 45,961 | 6.67 | 4,515 | 14.51 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,955 | 72.40 | 290 | 85.90 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 101,553 | 0.56 | 9,977 | 7.94 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 139,184 | 17.93 | 14 | 30.00 | ||||
| 2025-08-14 | 13F | Bank of Marin | 6,299 | 5.81 | 619 | 13.60 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 103 | 10 | ||||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 224,089 | 12.19 | 22,014 | 20.42 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 206 | 0.49 | 20 | 11.11 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 13,514 | 43.89 | 1,328 | 47.12 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 141,758 | 426.32 | 13,755 | 364.04 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 6,634 | 1.83 | 652 | 9.23 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 2,280 | 224 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 18,222 | 7.11 | 1,790 | 14.96 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 15,434 | 1,517 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 430,956 | 0.68 | 42,337 | 27.29 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 3,580 | 15.26 | 352 | 23.59 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 6,392 | 5.88 | 628 | 13.59 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 69,994 | 10.96 | 6,876 | 19.11 | ||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 206,591 | 106.06 | 20,296 | 121.17 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 3,565 | 0.14 | 350 | 7.69 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 62,395 | 1.71 | 6,130 | 9.15 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7,818 | 0.21 | 768 | 7.56 | ||||
| 2025-08-14 | 13F | UBS Group AG | 211,035 | 1.09 | 20,732 | 8.50 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 89,896 | 0.73 | 8,831 | 8.12 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 101,182 | 124.93 | 9,940 | 141.44 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 130 | 30.00 | 13 | 33.33 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 64 | 18.52 | 6 | 50.00 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 5,338 | 15.34 | 524 | 23.88 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 33,613 | 3,302 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 61,949 | 17.36 | 6,086 | 25.96 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 67,580 | 6.55 | 6,639 | 14.37 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 8,386 | 824 | ||||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 23,863 | 7.94 | 2,344 | 15.87 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 4,616 | 90.82 | 453 | 104.98 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 7,146 | 1.26 | 695 | 11.56 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 57,629 | 1.92 | 5,661 | 9.39 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 58,002 | 7.82 | 5,698 | 15.74 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 13,842 | 5.49 | 1,360 | 13.16 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 5,179 | 509 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 55,577 | 1,118.53 | 5,460 | 1,209.11 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 311,483 | 2.97 | 30,600 | 10.52 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 82,690 | 3.16 | 8,124 | 10.71 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 14,467 | 6.76 | 1,421 | 14.60 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 316,369 | 7.02 | 31,080 | 14.87 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 199,538 | 19,603 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3,267 | 39.08 | 321 | 48.84 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 209 | 21 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 7,182 | 1.41 | 706 | 8.80 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 55,351 | 5.82 | 5,438 | 13.58 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 20,904 | 5.70 | 2 | 100.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 14,690 | 3.94 | 1,443 | 11.60 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 603,790 | 13.63 | 59,437 | 22.22 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 8,175 | 19.59 | 803 | 28.48 | ||||
| 2025-08-14 | 13F | Betterment LLC | 2,755 | 16.24 | 0 | |||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 2,812 | 276 | ||||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 100,125 | 3.27 | 9,836 | 10.84 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 14,100 | 3.40 | 1 | 0.00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 39,169 | 0.36 | 3,848 | 7.70 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 21,728 | 22.40 | 2,135 | 31.40 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4,439 | 7.74 | 436 | 15.65 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 3,244 | 0.56 | 319 | 7.80 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 67,358 | 0.04 | 6,617 | 7.38 | ||||
| 2025-07-15 | 13F | Capstone Capital Wealth Advisors | 2,130 | 209 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 2,063 | 203 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 156,702 | 28.85 | 15,394 | 38.30 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 5,766 | 646.89 | 528 | 593.42 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 2,744 | 270 | ||||||
| 2025-08-08 | 13F | Firestone Capital Management | 21,255 | 2,088 | ||||||
| 2025-07-31 | 13F | Mason & Associates Inc | 58,338 | 1.81 | 5,731 | 9.29 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 23,345 | 2.17 | 2,293 | 9.66 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 3,728 | 1.64 | 366 | 9.25 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 414 | 41 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 5,384 | 543 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 18,000 | 282.98 | 1,768 | 311.16 | |||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,450,044 | 6.14 | 142,446 | 13.91 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 3,418 | 336 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 3,385 | 1.26 | 333 | 8.85 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,250 | 38.89 | 123 | 48.78 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 19,895 | 4.84 | 1,954 | 12.56 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 5,409 | 1.35 | 531 | 8.81 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 34,741 | 2.88 | 3,413 | 10.42 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 604,422 | 57.51 | 59 | 47.50 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 6,542 | 30.42 | 643 | 39.87 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 4,229 | 23.47 | 415 | 32.59 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 69,375 | 3.02 | 6,815 | 10.58 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 29 | 16.00 | 3 | 0.00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 3,678 | 4.49 | 361 | 12.11 |
