Invesco BulletShares 2029 Municipal Bond ETF(BSMT)

$22.51—Stale · unknown old

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Invesco BulletShares 2029 Municipal Bond ETF(BSMT)

NASDAQ • Last print unknown ago

$22.51—Stale · unknown old

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BSMT(BSMT)

BSMT

Institutional Ownership

Top 142 Institutional Holders

Holder	Shares	Date	Change	% Held
Hills Bank & Trust Co	664.95K	Jun 30, 26	+5.67K	5.45%
WELLS FARGO & COMPANY/MN	567.57K	Jun 30, 26	-19.14K	4.65%
RAYMOND JAMES FINANCIAL INC	381.83K	Jun 30, 26	+182.43K	3.13%
LPL Financial LLC	324.27K	Jun 30, 26	+24.71K	2.66%
Invesco Ltd.	303.36K	Jun 30, 26	+7.26K	2.49%
Atlantic Union Bankshares Corp	301.73K	Jun 30, 26	+111.13K	2.47%
BANK OF AMERICA CORP /DE/	293.26K	Jun 30, 26	+1.44K	2.40%
Kathmere Capital Management, LLC	274.92K	Jun 30, 26	+23.09K	2.25%
MORGAN STANLEY	247.95K	Jun 30, 26	+2.84K	2.03%
HighTower Advisors, LLC	225.50K	Jun 30, 26	+4.36K	1.85%
NewEdge Advisors, LLC	216.44K	Jun 30, 26	+16.95K	1.77%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	193.35K	Jun 30, 26	-36.32K	1.59%
PRECEDENT WEALTH PARTNERS, LLC	178.98K	Jun 30, 26	+12.68K	1.47%
CENTRAL VALLEY ADVISORS, LLC	169.75K	Jun 30, 26	-6.73K	1.39%
ADVISOR GROUP HOLDINGS, INC.	169.22K	Jun 30, 26	+50.80K	1.39%
MONECO Advisors, LLC	158.11K	Jun 30, 26	+4.90K	1.30%
UBS Group AG	155.34K	Jun 30, 26	-78.58K	1.27%
Integrated Wealth Concepts LLC	154.55K	Jun 30, 26	+19.15K	1.27%
Legacy Private Trust Co.	132.58K	Jun 30, 26	+45.15K	1.09%
COMMONWEALTH EQUITY SERVICES, LLC	112.99K	Jun 30, 26	+2.82K	0.93%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	110.27K	Jun 30, 26	+11.69K	0.90%
Sequoia Financial Advisors, LLC	107.89K	Jun 30, 26	-52.36K	0.88%
Lido Advisors, LLC	106.40K	Jun 30, 26	--	0.87%
ENVESTNET ASSET MANAGEMENT INC	105.97K	Jun 30, 26	-1.49K	0.87%
CONFLUENCE INVESTMENT MANAGEMENT LLC	96.42K	Jun 30, 26	-7.95K	0.79%
Clark Asset Management, LLC	96.17K	Jun 30, 26	-2.57K	0.79%
Kestra Advisory Services, LLC	87.62K	Jun 30, 26	+8.60K	0.72%
Kinetic Wealth Investment Advisors LLC	80.41K	Jun 30, 26	+80.41K	0.66%
VestGen Advisors, LLC	79.87K	Jun 30, 26	+4.93K	0.65%
Key FInancial Inc	79.70K	Jun 30, 26	-31.08K	0.65%
SIGNATUREFD, LLC	77.86K	Jun 30, 26	--	0.64%
MML INVESTORS SERVICES, LLC	76.64K	Jun 30, 26	+12.52K	0.63%
Financial Solutions Advisory Group, Inc.	72.53K	Jun 30, 26	--	0.59%
Asset Dedication, LLC	71.38K	Jun 30, 26	-3.60K	0.59%
JONES FINANCIAL COMPANIES LLLP	70.34K	Jun 30, 26	+14.34K	0.58%
Paulson Wealth Management Inc.	56.80K	Jun 30, 26	-733	0.47%
HUNTINGTON NATIONAL BANK	53.09K	Jun 30, 26	+9.40K	0.44%
Farmers National Bank	53.09K	Jun 30, 26	+650	0.44%
MISSION WEALTH MANAGEMENT, LP	51.34K	Jun 30, 26	+41.34K	0.42%
CAPTRUST FINANCIAL ADVISORS	46.40K	Jun 30, 26	-39	0.38%
Anchor Investment Management, LLC	45.50K	Jun 30, 26	+19.00K	0.37%
Willis Johnson & Associates, Inc.	43.24K	Jun 30, 26	+297	0.35%
Carnegie Capital Asset Management, LLC	42.94K	Jun 30, 26	-114	0.35%
Jacobi Capital Management LLC	42.73K	Jun 30, 26	+24.25K	0.35%
BROWN ADVISORY INC	41.31K	Jun 30, 26	+2.22K	0.34%
Sanctuary Advisors, LLC	39.84K	Jun 30, 26	+707	0.33%
AlphaStar Capital Management, LLC	38.42K	Jun 30, 26	-957	0.32%
Garrett Wealth Advisory Group, LLC	38.10K	Jun 30, 26	+38.10K	0.31%
Equitable Holdings, Inc.	36.50K	Jun 30, 26	-674	0.30%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	36.27K	Jun 30, 26	+36.27K	0.30%
STIFEL FINANCIAL CORP	35.48K	Jun 30, 26	+4.09K	0.29%
HARBOUR INVESTMENTS, INC.	34.31K	Jun 30, 26	-2.13K	0.28%
REUTER JAMES WEALTH MANAGEMENT, LLC	32.36K	Jun 30, 26	--	0.27%
Wedmont Private Capital	31.08K	Jun 30, 26	+31.08K	0.25%
Marietta Wealth Management, LLC	30.96K	Jun 30, 26	--	0.25%
SENTINEL PENSION ADVISORS INC	28.74K	Jun 30, 26	+18	0.24%
Baird Financial Group, Inc.	28.15K	Jun 30, 26	+19.08K	0.23%
Meridian Wealth Management, LLC	26.95K	Jun 30, 26	--	0.22%
HOWARD WEALTH MANAGEMENT, LLC	26.26K	Jun 30, 26	+870	0.22%
JANE STREET GROUP, LLC	25.82K	Jun 30, 26	-60.15K	0.21%
PRIVATE TRUST CO NA	23.54K	Jun 30, 26	+1.46K	0.19%
Hobbs Group Advisors, LLC	23.18K	Jun 30, 26	-570	0.19%
Aptus Capital Advisors, LLC	22.75K	Jun 30, 26	+2.89K	0.19%
TLWM	22.16K	Jun 30, 26	--	0.18%
IFG Advisory, LLC	22.00K	Jun 30, 26	+22.00K	0.18%
ROYAL BANK OF CANADA	21.65K	Jun 30, 26	+984	0.18%
TCG Advisory Services, LLC	20.58K	Jun 30, 26	+7.80K	0.17%
Heritage Trust Co	19.61K	Jun 30, 26	+2.40K	0.16%
Cetera Investment Advisers	18.37K	Jun 30, 26	-9.03K	0.15%
Clearstead Advisors, LLC	17.25K	Jun 30, 26	--	0.14%
Invariant Investment Management	16.87K	Jun 30, 26	+95	0.14%
Creative Planning	16.24K	Jun 30, 26	+16.24K	0.13%
Beacon Pointe Advisors, LLC	16.22K	Jun 30, 26	+3	0.13%
Private Advisor Group, LLC	15.87K	Jun 30, 26	+6.67K	0.13%
Wingate Wealth Advisors, Inc.	15.85K	Jun 30, 26	+110	0.13%
WEDBUSH SECURITIES INC	15.22K	Jun 30, 26	+15.22K	0.12%
Cooksen Wealth, LLC	15.20K	Jun 30, 26	--	0.12%
WealthBridge Capital Management, LLC	14.68K	Jun 30, 26	+378	0.12%
Wealthcare Advisory Partners LLC	14.49K	Jun 30, 26	--	0.12%
SILVERLAKE WEALTH MANAGEMENT LLC	14.05K	Jun 30, 26	-6.55K	0.12%
KESTRA PRIVATE WEALTH SERVICES, LLC	13.44K	Jun 30, 26	+13.44K	0.11%
LEAVELL INVESTMENT MANAGEMENT, INC.	13.38K	Jun 30, 26	--	0.11%
Resources Investment Advisors, LLC.	13.21K	Jun 30, 26	+13.21K	0.11%
Accurate Wealth Management, LLC	13.19K	Jun 30, 26	+1	0.11%
Bill Few Associates, Inc.	13.06K	Jun 30, 26	--	0.11%
WESPAC Advisors, LLC	13.00K	Jun 30, 26	--	0.11%
FF Advisors,LLC	12.96K	Jun 30, 26	--	0.11%
Intentional Wealth Strategies, LLC	11.83K	Jun 30, 26	-613	0.10%
Prospera Financial Services Inc	10.96K	Jun 30, 26	-60	0.09%
Steward Partners Investment Advisory, LLC	10.79K	Jun 30, 26	+932	0.09%
YANKCOM Partnership	10.76K	Jun 30, 26	--	0.09%
Cypress Wealth Services, LLC	10.63K	Jun 30, 26	+179	0.09%
River Street Advisors LLC	10.51K	Jun 30, 26	--	0.09%
AA Financial Advisors, LLC	10.49K	Jun 30, 26	+10.49K	0.09%
Coastal Bridge Advisors, LLC	10.44K	Jun 30, 26	+662	0.09%
Vestmark Advisory Solutions, Inc.	10.42K	Jun 30, 26	--	0.09%
Pensionmark Financial Group, LLC	10.42K	Jun 30, 26	--	0.09%
Francis Financial, Inc.	10.04K	Jun 30, 26	+1.04K	0.08%
CGN Advisors LLC	9.88K	Jun 30, 26	-240	0.08%
Foundry Financial Group, Inc.	9.79K	Jun 30, 26	+259	0.08%
COOKSON PEIRCE & CO INC	9.56K	Jun 30, 26	+613	0.08%
Cambridge Investment Research Advisors, Inc.	9.52K	Jun 30, 26	+9.52K	0.08%
Opulen Financial Group LLC	9.52K	Jun 30, 26	+54	0.08%
Farnam Financial LLC	9.52K	Jun 30, 26	+9.52K	0.08%
Addison Advisors LLC	8.69K	Jun 30, 26	-16.89K	0.07%
Crews Bank & Trust	8.65K	Jun 30, 26	--	0.07%
Knights of Columbus Asset Advisors LLC	7.18K	Jun 30, 26	--	0.06%
Capital Analysts, LLC	6.75K	Jun 30, 26	--	0.06%
JPMORGAN CHASE & CO	6.43K	Jun 30, 26	-4	0.05%
IMA Wealth, Inc.	6.27K	Jun 30, 26	+6.27K	0.05%
Farther Finance Advisors, LLC	5.93K	Jun 30, 26	+615	0.05%
NorthAvenue LLC	5.85K	Jun 30, 26	--	0.05%
Larson Financial Group LLC	5.51K	Jun 30, 26	--	0.05%
FIFTH THIRD BANCORP	4.65K	Jun 30, 26	--	0.04%
ATLAS CAPITAL ADVISORS LLC	4.40K	Jun 30, 26	+4.40K	0.04%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3.46K	Jun 30, 26	-3.58K	0.03%
Colonial Trust Advisors	2.70K	Jun 30, 26	+2.70K	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	2.69K	Jun 30, 26	+15	0.02%
Plante Moran Financial Advisors, LLC	2.19K	Jun 30, 26	+2.19K	0.02%
First Command Advisory Services, Inc.	2.18K	Jun 30, 26	-11.51K	0.02%
MERCER GLOBAL ADVISORS INC /ADV	2.06K	Jun 30, 26	+2.06K	0.02%
HARBOR INVESTMENT ADVISORY, LLC	1.35K	Jun 30, 26	--	0.01%
GILL CAPITAL PARTNERS, LLC	1.02K	Jun 30, 26	--	0.01%
ASSETMARK, INC	633	Jun 30, 26	+633	0.01%
IFP Advisors, Inc	438	Jun 30, 26	+189	0.00%
MASSMUTUAL TRUST CO FSB/ADV	295	Jun 30, 26	--	0.00%
Trust Co	292	Jun 30, 26	-115	0.00%
Colony Group, LLC	--	Jun 30, 26	-99.68K	--
Western Wealth Management, LLC	--	Jun 30, 26	-2.23K	--
D.A. DAVIDSON & CO.	--	Jun 30, 26	-9.04K	--
Cambridge Financial Group, LLC	--	Jun 30, 26	-15.94K	--
Elequin Securities, LLC	--	Jun 30, 26	-943.38K	--
Golden State Equity Partners	--	Jun 30, 26	-6.10K	--
Horizons Wealth Management	23.34K	Mar 31, 26	+42	0.19%
CWM, LLC	--	Mar 31, 26	-865	--
ORG Partners LLC	6.10K	Dec 31, 25	--	0.05%
COMERICA BANK	4.65K	Dec 31, 25	-5	0.04%
Sterling Financial Group, Inc.	206.99K	Sep 30, 25	+114.49K	1.70%
RAYMOND JAMES & ASSOCIATES	51.49K	Sep 30, 24	+39.03K	0.42%
Raymond James Financial Services Advisors, Inc.	40.02K	Sep 30, 24	+4.25K	0.33%
BENJAMIN F. EDWARDS & COMPANY, INC.	3.20K	Jun 30, 24	+154	0.03%
Farmer Steven Patrick	116.87K	Jun 30, 22	+116.87K	0.96%

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Market Movers

Today's biggest gainers and losers

Holder

Date

Change

% Held

Hills Bank & Trust Co

664.95K

Jun 30, 26

+5.67K

5.45%

WELLS FARGO & COMPANY/MN

567.57K

Jun 30, 26

-19.14K

4.65%

RAYMOND JAMES FINANCIAL INC

381.83K

Jun 30, 26

+182.43K

3.13%

LPL Financial LLC

324.27K

Jun 30, 26

+24.71K

2.66%

Invesco Ltd.

303.36K

Jun 30, 26

+7.26K

2.49%

Atlantic Union Bankshares Corp

301.73K

Jun 30, 26

+111.13K

2.47%

BANK OF AMERICA CORP /DE/

293.26K

Jun 30, 26

+1.44K

2.40%

Kathmere Capital Management, LLC

274.92K

Jun 30, 26

+23.09K

2.25%

MORGAN STANLEY

247.95K

Jun 30, 26

+2.84K

2.03%

HighTower Advisors, LLC

225.50K

Jun 30, 26

+4.36K

1.85%

NewEdge Advisors, LLC

216.44K

Jun 30, 26

+16.95K

1.77%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

193.35K

Jun 30, 26

-36.32K

1.59%

PRECEDENT WEALTH PARTNERS, LLC

178.98K

Jun 30, 26

+12.68K

1.47%

CENTRAL VALLEY ADVISORS, LLC

169.75K

Jun 30, 26

-6.73K

1.39%

ADVISOR GROUP HOLDINGS, INC.

169.22K

Jun 30, 26

+50.80K

1.39%

MONECO Advisors, LLC

158.11K

Jun 30, 26

+4.90K

1.30%

UBS Group AG

155.34K

Jun 30, 26

-78.58K

1.27%

Integrated Wealth Concepts LLC

154.55K

Jun 30, 26

+19.15K

1.27%

Legacy Private Trust Co.

132.58K

Jun 30, 26

+45.15K

1.09%

COMMONWEALTH EQUITY SERVICES, LLC

112.99K

Jun 30, 26

+2.82K

0.93%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

110.27K

Jun 30, 26

+11.69K

0.90%

Sequoia Financial Advisors, LLC

107.89K

Jun 30, 26

-52.36K

0.88%

Lido Advisors, LLC

106.40K

Jun 30, 26

0.87%

ENVESTNET ASSET MANAGEMENT INC

105.97K

Jun 30, 26

-1.49K

0.87%

CONFLUENCE INVESTMENT MANAGEMENT LLC

96.42K

Jun 30, 26

-7.95K

0.79%

Clark Asset Management, LLC

96.17K

Jun 30, 26

-2.57K

0.79%

Kestra Advisory Services, LLC

87.62K

Jun 30, 26

+8.60K

0.72%

Kinetic Wealth Investment Advisors LLC

80.41K

Jun 30, 26

+80.41K

0.66%

VestGen Advisors, LLC

79.87K

Jun 30, 26

+4.93K

0.65%

Key FInancial Inc

79.70K

Jun 30, 26

-31.08K

0.65%

SIGNATUREFD, LLC

77.86K

Jun 30, 26

0.64%

MML INVESTORS SERVICES, LLC

76.64K

Jun 30, 26

+12.52K

0.63%

Financial Solutions Advisory Group, Inc.

72.53K

Jun 30, 26

0.59%

Asset Dedication, LLC

71.38K

Jun 30, 26

-3.60K

0.59%

JONES FINANCIAL COMPANIES LLLP

70.34K

Jun 30, 26

+14.34K

0.58%

Paulson Wealth Management Inc.

56.80K

Jun 30, 26

-733

0.47%

HUNTINGTON NATIONAL BANK

53.09K

Jun 30, 26

+9.40K

0.44%

Farmers National Bank

53.09K

Jun 30, 26

+650

0.44%

MISSION WEALTH MANAGEMENT, LP

51.34K

Jun 30, 26

+41.34K

0.42%

CAPTRUST FINANCIAL ADVISORS

46.40K

Jun 30, 26

-39

0.38%

Anchor Investment Management, LLC

45.50K

Jun 30, 26

+19.00K

0.37%

Willis Johnson & Associates, Inc.

43.24K

Jun 30, 26

+297

0.35%

Carnegie Capital Asset Management, LLC

42.94K

Jun 30, 26

-114

0.35%

Jacobi Capital Management LLC

42.73K

Jun 30, 26

+24.25K

0.35%

BROWN ADVISORY INC

41.31K

Jun 30, 26

+2.22K

0.34%

Sanctuary Advisors, LLC

39.84K

Jun 30, 26

+707

0.33%

AlphaStar Capital Management, LLC

38.42K

Jun 30, 26

-957

0.32%

Garrett Wealth Advisory Group, LLC

38.10K

Jun 30, 26

+38.10K

0.31%

Equitable Holdings, Inc.

36.50K

Jun 30, 26

-674

0.30%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

36.27K

Jun 30, 26

+36.27K

0.30%

STIFEL FINANCIAL CORP

35.48K

Jun 30, 26

+4.09K

0.29%

HARBOUR INVESTMENTS, INC.

34.31K

Jun 30, 26

-2.13K

0.28%

REUTER JAMES WEALTH MANAGEMENT, LLC

32.36K

Jun 30, 26

0.27%

Wedmont Private Capital

31.08K

Jun 30, 26

+31.08K

0.25%

Marietta Wealth Management, LLC

30.96K

Jun 30, 26

0.25%

SENTINEL PENSION ADVISORS INC

28.74K

Jun 30, 26

+18

0.24%

Baird Financial Group, Inc.

28.15K

Jun 30, 26

+19.08K

0.23%

Meridian Wealth Management, LLC

26.95K

Jun 30, 26

0.22%

HOWARD WEALTH MANAGEMENT, LLC

26.26K

Jun 30, 26

+870

0.22%

JANE STREET GROUP, LLC

25.82K

Jun 30, 26

-60.15K

0.21%

PRIVATE TRUST CO NA

23.54K

Jun 30, 26

+1.46K

0.19%

Hobbs Group Advisors, LLC

23.18K

Jun 30, 26

-570

0.19%

Aptus Capital Advisors, LLC

22.75K

Jun 30, 26

+2.89K

0.19%

TLWM

22.16K

Jun 30, 26

0.18%

IFG Advisory, LLC

22.00K

Jun 30, 26

+22.00K

0.18%

ROYAL BANK OF CANADA

21.65K

Jun 30, 26

+984

0.18%

TCG Advisory Services, LLC

20.58K

Jun 30, 26

+7.80K

0.17%

Heritage Trust Co

19.61K

Jun 30, 26

+2.40K

0.16%

Cetera Investment Advisers

18.37K

Jun 30, 26

-9.03K

0.15%

Clearstead Advisors, LLC

17.25K

Jun 30, 26

0.14%

Invariant Investment Management

16.87K

Jun 30, 26

+95

0.14%

Creative Planning

16.24K

Jun 30, 26

+16.24K

0.13%

Beacon Pointe Advisors, LLC

16.22K

Jun 30, 26

0.13%

Private Advisor Group, LLC

15.87K

Jun 30, 26

+6.67K

0.13%

Wingate Wealth Advisors, Inc.

15.85K

Jun 30, 26

+110

0.13%

WEDBUSH SECURITIES INC

15.22K

Jun 30, 26

+15.22K

0.12%

Cooksen Wealth, LLC

15.20K

Jun 30, 26

0.12%

WealthBridge Capital Management, LLC

14.68K

Jun 30, 26

+378

0.12%

Wealthcare Advisory Partners LLC

14.49K

Jun 30, 26

0.12%

SILVERLAKE WEALTH MANAGEMENT LLC

14.05K

Jun 30, 26

-6.55K

0.12%

KESTRA PRIVATE WEALTH SERVICES, LLC

13.44K

Jun 30, 26

+13.44K

0.11%

LEAVELL INVESTMENT MANAGEMENT, INC.

13.38K

Jun 30, 26

0.11%

Resources Investment Advisors, LLC.

13.21K

Jun 30, 26

+13.21K

0.11%

Accurate Wealth Management, LLC

13.19K

Jun 30, 26

0.11%

Bill Few Associates, Inc.

13.06K

Jun 30, 26

0.11%

WESPAC Advisors, LLC

13.00K

Jun 30, 26

0.11%

FF Advisors,LLC

12.96K

Jun 30, 26

0.11%

Intentional Wealth Strategies, LLC

11.83K

Jun 30, 26

-613

0.10%

Prospera Financial Services Inc

10.96K

Jun 30, 26

-60

0.09%

Steward Partners Investment Advisory, LLC

10.79K

Jun 30, 26

+932

0.09%

YANKCOM Partnership

10.76K

Jun 30, 26

0.09%

Cypress Wealth Services, LLC

10.63K

Jun 30, 26

+179

0.09%

River Street Advisors LLC

10.51K

Jun 30, 26

0.09%

AA Financial Advisors, LLC

10.49K

Jun 30, 26

+10.49K

0.09%

Coastal Bridge Advisors, LLC

10.44K

Jun 30, 26

+662

0.09%

Vestmark Advisory Solutions, Inc.

10.42K

Jun 30, 26

0.09%

Pensionmark Financial Group, LLC

10.42K

Jun 30, 26

0.09%

Francis Financial, Inc.

10.04K

Jun 30, 26

+1.04K

0.08%

CGN Advisors LLC

9.88K

Jun 30, 26

-240

0.08%

Foundry Financial Group, Inc.

9.79K

Jun 30, 26

+259

0.08%

COOKSON PEIRCE & CO INC

9.56K

Jun 30, 26

+613

0.08%

Cambridge Investment Research Advisors, Inc.

9.52K

Jun 30, 26

+9.52K

0.08%

Opulen Financial Group LLC

9.52K

Jun 30, 26

+54

0.08%

Farnam Financial LLC

9.52K

Jun 30, 26

+9.52K

0.08%

Addison Advisors LLC

8.69K

Jun 30, 26

-16.89K

0.07%

Crews Bank & Trust

8.65K

Jun 30, 26

0.07%

Knights of Columbus Asset Advisors LLC

7.18K

Jun 30, 26

0.06%

Capital Analysts, LLC

6.75K

Jun 30, 26

0.06%

JPMORGAN CHASE & CO

6.43K

Jun 30, 26

-4

0.05%

IMA Wealth, Inc.

6.27K

Jun 30, 26

+6.27K

0.05%

Farther Finance Advisors, LLC

5.93K

Jun 30, 26

+615

0.05%

NorthAvenue LLC

5.85K

Jun 30, 26

0.05%

Larson Financial Group LLC

5.51K

Jun 30, 26

0.05%

FIFTH THIRD BANCORP

4.65K

Jun 30, 26

0.04%

ATLAS CAPITAL ADVISORS LLC

4.40K

Jun 30, 26

+4.40K

0.04%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

3.46K

Jun 30, 26

-3.58K

0.03%

Colonial Trust Advisors

2.70K

Jun 30, 26

+2.70K

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

2.69K

Jun 30, 26

+15

0.02%

Plante Moran Financial Advisors, LLC

2.19K

Jun 30, 26

+2.19K

0.02%

First Command Advisory Services, Inc.

2.18K

Jun 30, 26

-11.51K

0.02%

MERCER GLOBAL ADVISORS INC /ADV

2.06K

Jun 30, 26

+2.06K

0.02%

HARBOR INVESTMENT ADVISORY, LLC

1.35K

Jun 30, 26

0.01%

GILL CAPITAL PARTNERS, LLC

1.02K

Jun 30, 26

0.01%

ASSETMARK, INC

633

Jun 30, 26

+633

0.01%

IFP Advisors, Inc

438

Jun 30, 26

+189

0.00%

MASSMUTUAL TRUST CO FSB/ADV

295

Jun 30, 26

0.00%

Trust Co

292

Jun 30, 26

-115

0.00%

Colony Group, LLC

Jun 30, 26

-99.68K

Western Wealth Management, LLC

Jun 30, 26

-2.23K

D.A. DAVIDSON & CO.

Jun 30, 26

-9.04K

Cambridge Financial Group, LLC

Jun 30, 26

-15.94K

Elequin Securities, LLC

Jun 30, 26

-943.38K

Golden State Equity Partners

Jun 30, 26

-6.10K

Horizons Wealth Management

23.34K

Mar 31, 26

+42

0.19%

CWM, LLC

Mar 31, 26

-865

ORG Partners LLC

6.10K

Dec 31, 25

0.05%

COMERICA BANK

4.65K

Dec 31, 25

-5

0.04%

Sterling Financial Group, Inc.

206.99K

Sep 30, 25

+114.49K

1.70%

RAYMOND JAMES & ASSOCIATES

51.49K

Sep 30, 24

+39.03K

0.42%

Raymond James Financial Services Advisors, Inc.

40.02K

Sep 30, 24

+4.25K

0.33%

BENJAMIN F. EDWARDS & COMPANY, INC.

3.20K

Jun 30, 24

+154

0.03%

Farmer Steven Patrick

116.87K

Jun 30, 22

+116.87K

0.96%