Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF(PDN)

$47.18—Stale · unknown old

Chart

Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF(PDN)

NYSE • Last print unknown ago

$47.18—Stale · unknown old

Chart Studio

PDN(PDN)

PDN

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 148 Institutional Holders

Holder	Shares	Date	Change	% Held
Sixth Street Partners Management Company, L.P.	1.62M	Jun 30, 26	+1.62M	21.10%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.62M	Jun 30, 26	-406.09K	21.10%
CI INVESTMENTS INC.	273.42K	Jun 30, 26	+273.42K	3.56%
EP Wealth Advisors, LLC	196.91K	Jun 30, 26	+196.91K	2.57%
HighTower Advisors, LLC	184.47K	Jun 30, 26	+403	2.40%
AMERIPRISE FINANCIAL INC	113.42K	Jun 30, 26	+5.86K	1.48%
CAPTRUST FINANCIAL ADVISORS	103.58K	Jun 30, 26	-3.22K	1.35%
DROMS STRAUSS ADVISORS INC /MO/ /ADV	100.34K	Jun 30, 26	-373	1.31%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	100.22K	Jun 30, 26	+4.03K	1.31%
CUTLER INVESTMENT COUNSEL LLC	96.91K	Jun 30, 26	-1.12K	1.26%
Robinswood Financial LLC	83.16K	Jun 30, 26	-1.13K	1.08%
Colony Group, LLC	70.98K	Jun 30, 26	-5.78K	0.93%
MORGAN STANLEY	70.51K	Jun 30, 26	+5.82K	0.92%
CITADEL ADVISORS LLC	57.51K	Jun 30, 26	-120.19K	0.75%
KWB Wealth	45.66K	Jun 30, 26	-4.33K	0.60%
Modern Wealth Management, LLC	44.36K	Jun 30, 26	-367	0.58%
Crusonia Wealth Advisors LLC	36.61K	Jun 30, 26	-487	0.48%
GOLDMAN SACHS GROUP INC	36.22K	Jun 30, 26	+36.22K	0.47%
Virtus Family Office LLC	30.94K	Jun 30, 26	+8.63K	0.40%
WELLS FARGO & COMPANY/MN	30.19K	Jun 30, 26	-113	0.39%
STUDIO INVESTMENT MANAGEMENT LLC	29.94K	Jun 30, 26	-450	0.39%
L & S Advisors Inc	29.92K	Jun 30, 26	+195	0.39%
Creative Planning	28.81K	Jun 30, 26	-233	0.38%
LPL Financial LLC	28.78K	Jun 30, 26	-153.86K	0.38%
Charles Schwab Trust Co	28.05K	Jun 30, 26	-820	0.37%
JANE STREET GROUP, LLC	25.70K	Jun 30, 26	-84.87K	0.33%
ROYAL BANK OF CANADA	23.07K	Jun 30, 26	-541	0.30%
SMITH, MOORE & CO.	22.24K	Jun 30, 26	--	0.29%
AlphaCore Capital LLC	22.16K	Jun 30, 26	+4.99K	0.29%
Klingman & Associates, LLC	20.33K	Jun 30, 26	-1.02K	0.26%
COMMONWEALTH EQUITY SERVICES, LLC	17.38K	Jun 30, 26	+85	0.23%
JONES FINANCIAL COMPANIES LLLP	17.35K	Jun 30, 26	+9.41K	0.23%
Beckerman Institutional, LLC	16.35K	Jun 30, 26	-990	0.21%
Robertson Stephens Wealth Management, LLC	16.28K	Jun 30, 26	--	0.21%
FLOW TRADERS U.S. LLC	15.20K	Jun 30, 26	-14.29K	0.20%
Mariner, LLC	14.94K	Jun 30, 26	+736	0.19%
Cetera Investment Advisers	14.87K	Jun 30, 26	-379	0.19%
Sequoia Financial Advisors, LLC	14.27K	Jun 30, 26	+130	0.19%
Asset Dedication, LLC	14.18K	Jun 30, 26	-537	0.18%
Sensible Money, LLC	12.39K	Jun 30, 26	+37	0.16%
FMR LLC	12.34K	Jun 30, 26	+708	0.16%
BANK OF AMERICA CORP /DE/	11.99K	Jun 30, 26	+32	0.16%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	11.41K	Jun 30, 26	+823	0.15%
Westmount Partners, LLC	11.30K	Jun 30, 26	--	0.15%
CoreCap Advisors, LLC	11.25K	Jun 30, 26	--	0.15%
RAYMOND JAMES FINANCIAL INC	10.76K	Jun 30, 26	+2.51K	0.14%
Williams & Novak, LLC	10.76K	Jun 30, 26	--	0.14%
JFS WEALTH ADVISORS, LLC	10.16K	Jun 30, 26	+2.04K	0.13%
MERCER GLOBAL ADVISORS INC /ADV	9.97K	Jun 30, 26	+41	0.13%
Index Fund Advisors, Inc.	9.51K	Jun 30, 26	--	0.12%
UBS Group AG	8.94K	Jun 30, 26	+1.41K	0.12%
Elm3 Financial Group, LLC	8.26K	Jun 30, 26	+3	0.11%
CFS Investment Advisory Services, LLC	7.67K	Jun 30, 26	--	0.10%
Quantinno Capital Management LP	7.63K	Jun 30, 26	+412	0.10%
MB Generational Wealth, LLC	7.21K	Jun 30, 26	--	0.09%
CFO4Life Group, LLC	6.73K	Jun 30, 26	+60	0.09%
AQR CAPITAL MANAGEMENT LLC	6.37K	Jun 30, 26	+6.37K	0.08%
Summit Financial Strategies, Inc.	6.31K	Jun 30, 26	-238	0.08%
Nuveen, LLC	6.24K	Jun 30, 26	+6.24K	0.08%
Wealthspire Advisors, LLC	5.93K	Jun 30, 26	+911	0.08%
TRUIST FINANCIAL CORP	4.75K	Jun 30, 26	--	0.06%
Access Investment Management LLC	4.67K	Jun 30, 26	--	0.06%
IFP Advisors, Inc	4.54K	Jun 30, 26	--	0.06%
Parallel Advisors, LLC	3.94K	Jun 30, 26	--	0.05%
ADVISOR GROUP HOLDINGS, INC.	3.51K	Jun 30, 26	+65	0.05%
BlackRock, Inc.	3.17K	Jun 30, 26	+38	0.04%
C M BIDWELL & ASSOCIATES LTD	2.98K	Jun 30, 26	--	0.04%
BANK OF MONTREAL /CAN/	2.63K	Jun 30, 26	+831	0.03%
Larson Financial Group LLC	2.57K	Jun 30, 26	+3	0.03%
JPMORGAN CHASE & CO	1.87K	Jun 30, 26	+463	0.02%
Allworth Financial LP	1.82K	Jun 30, 26	-118	0.02%
Aptus Capital Advisors, LLC	1.76K	Jun 30, 26	-223	0.02%
Bell Investment Advisors, Inc	1.67K	Jun 30, 26	--	0.02%
FIFTH THIRD BANCORP	1.61K	Jun 30, 26	+1.61K	0.02%
Farther Finance Advisors, LLC	1.25K	Jun 30, 26	--	0.02%
HUNTINGTON NATIONAL BANK	1.17K	Jun 30, 26	--	0.02%
PNC FINANCIAL SERVICES GROUP, INC.	1.15K	Jun 30, 26	+216	0.01%
First Bancorp, Inc /ME/	984	Jun 30, 26	+984	0.01%
Sunrise Financial Services, LLC	804	Jun 30, 26	--	0.01%
VANGUARD ADVISERS INC	724	Jun 30, 26	--	0.01%
Integrated Wealth Concepts LLC	548	Jun 30, 26	+548	0.01%
Capital Analysts, LLC	537	Jun 30, 26	+5	0.01%
US BANCORP \DE\	519	Jun 30, 26	--	0.01%
Versant Capital Management, Inc	427	Jun 30, 26	--	0.01%
Dunhill Financial, LLC	359	Jun 30, 26	--	0.00%
AE Wealth Management LLC	324	Jun 30, 26	+153	0.00%
GLENMEDE TRUST CO NA	321	Jun 30, 26	--	0.00%
GILL CAPITAL PARTNERS, LLC	320	Jun 30, 26	--	0.00%
JPL Wealth Management, LLC	315	Jun 30, 26	--	0.00%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	312	Jun 30, 26	+71	0.00%
Qube Research & Technologies Ltd	266	Jun 30, 26	+30	0.00%
Moisand Fitzgerald Tamayo, LLC	206	Jun 30, 26	--	0.00%
BLAIR WILLIAM & CO/IL	176	Jun 30, 26	--	0.00%
Global Retirement Partners, LLC	157	Jun 30, 26	+157	0.00%
Capital Investment Advisory Services, LLC	151	Jun 30, 26	--	0.00%
Rockefeller Capital Management L.P.	145	Jun 30, 26	--	0.00%
BROWN BROTHERS HARRIMAN & CO	117	Jun 30, 26	--	0.00%
Cordant, Inc.	65	Jun 30, 26	+65	0.00%
MATHER GROUP, LLC.	51	Jun 30, 26	--	0.00%
Anchor Bay Capital, Inc.	30	Jun 30, 26	+30	0.00%
Aspect Partners, LLC	11	Jun 30, 26	+1	0.00%
Burk Holdings LLC	1	Jun 30, 26	-198	0.00%
Spire Wealth Management	--	Jun 30, 26	-88	--
MAI Capital Management	--	Jun 30, 26	-2.43K	--
CIBC WORLD MARKET INC.	--	Jun 30, 26	-30.97K	--
Western Wealth Management, LLC	--	Jun 30, 26	-211	--
UBS ASSET MANAGEMENT AMERICAS INC	--	Jun 30, 26	-50	--
RETIREMITTEN FINANCIAL LLC	--	Jun 30, 26	-296	--
Advisory Services Network, LLC	--	Jun 30, 26	-215	--
TD Waterhouse Canada Inc.	--	Jun 30, 26	-89	--
Root Financial Partners, LLC	--	Jun 30, 26	-986	--
Invesco Ltd.	--	Jun 30, 26	-251.15K	--
CFG Wealth Management Services, Inc.	--	Jun 30, 26	-3	--
Cerity Partners LLC	--	Jun 30, 26	-7.78K	--
First Pacific Financial	--	Jun 30, 26	-36	--
Russell Investments Group, Ltd.	--	Jun 30, 26	-10	--
Opes Wealth Management LLC	194.81K	Mar 31, 26	-3.00K	2.54%
Skopos Labs, Inc.	6.24K	Mar 31, 26	+6.24K	0.08%
CWM, LLC	1.81K	Mar 31, 26	--	0.02%
McIlrath & Eck, LLC	32	Mar 31, 26	+1	0.00%
CIBC Private Wealth Group, LLC	2.19K	Dec 31, 25	-602	0.03%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-211	--
Glenmede Investment Management, LP	321	Sep 30, 25	--	0.00%
Accredited Wealth Management, LLC	201	Sep 30, 25	+121	0.00%
FSA Wealth Management LLC	68	Sep 30, 25	--	0.00%
Efficient Frontier Advisors LLC	9.23K	Jun 30, 25	+86	0.12%
Wade Financial Advisory, Inc	45.89K	Mar 31, 25	-1.82K	0.60%
Callan Capital, LLC	16.88K	Mar 31, 25	--	0.22%
Raymond James Financial Services Advisors, Inc.	6.50K	Sep 30, 24	+3	0.08%
Private Ocean, LLC	4.51K	Jun 30, 24	--	0.06%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-593	--
Charles Schwab Investment Advisory, Inc.	8.81M	Mar 31, 24	-398.11K	114.86%
WEALTHSOURCE PARTNERS, LLC	36.98K	Dec 31, 23	-1.42K	0.48%
WADE G W & INC	25.55K	Dec 31, 23	--	0.33%
Kistler-Tiffany Companies, LLC	1.68K	Jun 30, 23	--	0.02%
TimeScale Financial, Inc.	118	Jun 30, 23	--	0.00%
Clear Perspectives Financial Planning, LLC	--	Mar 31, 23	-179	--
BANK OF THE WEST	114.88K	Dec 31, 22	+39.64K	1.50%
Sargent Bickham Lagudis LLC	10	Dec 31, 22	+10	0.00%
WIPFLI FINANCIAL ADVISORS LLC,	15.68K	Sep 30, 22	+15.68K	0.20%
Frontier Wealth Management LLC	128.72K	Jun 30, 22	+128.72K	1.68%
Adams Chetwood Wealth Management LLC	92.50K	Mar 31, 22	+5.58K	1.21%
Carroll Financial Associates, Inc.	2.73K	Dec 31, 21	-340	0.04%
Sonora Investment Management, LLC	51	Sep 30, 21	--	0.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.	124.72K	Dec 31, 19	-861	1.63%
Advisor Group, Inc.	327	Dec 31, 19	--	0.00%
HARVEST CAPITAL MANAGEMENT INC	--	Jun 30, 19	-14.76K	--
Mosaic Financial Partners, Inc.	12.28K	Jun 30, 18	+12.28K	0.16%

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Holder

Date

Change

% Held

Sixth Street Partners Management Company, L.P.

1.62M

Jun 30, 26

+1.62M

21.10%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

1.62M

Jun 30, 26

-406.09K

21.10%

CI INVESTMENTS INC.

273.42K

Jun 30, 26

+273.42K

3.56%

EP Wealth Advisors, LLC

196.91K

Jun 30, 26

+196.91K

2.57%

HighTower Advisors, LLC

184.47K

Jun 30, 26

+403

2.40%

AMERIPRISE FINANCIAL INC

113.42K

Jun 30, 26

+5.86K

1.48%

CAPTRUST FINANCIAL ADVISORS

103.58K

Jun 30, 26

-3.22K

1.35%

DROMS STRAUSS ADVISORS INC /MO/ /ADV

100.34K

Jun 30, 26

-373

1.31%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

100.22K

Jun 30, 26

+4.03K

1.31%

CUTLER INVESTMENT COUNSEL LLC

96.91K

Jun 30, 26

-1.12K

1.26%

Robinswood Financial LLC

83.16K

Jun 30, 26

-1.13K

1.08%

Colony Group, LLC

70.98K

Jun 30, 26

-5.78K

0.93%

MORGAN STANLEY

70.51K

Jun 30, 26

+5.82K

0.92%

CITADEL ADVISORS LLC

57.51K

Jun 30, 26

-120.19K

0.75%

KWB Wealth

45.66K

Jun 30, 26

-4.33K

0.60%

Modern Wealth Management, LLC

44.36K

Jun 30, 26

-367

0.58%

Crusonia Wealth Advisors LLC

36.61K

Jun 30, 26

-487

0.48%

GOLDMAN SACHS GROUP INC

36.22K

Jun 30, 26

+36.22K

0.47%

Virtus Family Office LLC

30.94K

Jun 30, 26

+8.63K

0.40%

WELLS FARGO & COMPANY/MN

30.19K

Jun 30, 26

-113

0.39%

STUDIO INVESTMENT MANAGEMENT LLC

29.94K

Jun 30, 26

-450

0.39%

L & S Advisors Inc

29.92K

Jun 30, 26

+195

0.39%

Creative Planning

28.81K

Jun 30, 26

-233

0.38%

LPL Financial LLC

28.78K

Jun 30, 26

-153.86K

0.38%

Charles Schwab Trust Co

28.05K

Jun 30, 26

-820

0.37%

JANE STREET GROUP, LLC

25.70K

Jun 30, 26

-84.87K

0.33%

ROYAL BANK OF CANADA

23.07K

Jun 30, 26

-541

0.30%

SMITH, MOORE & CO.

22.24K

Jun 30, 26

0.29%

AlphaCore Capital LLC

22.16K

Jun 30, 26

+4.99K

0.29%

Klingman & Associates, LLC

20.33K

Jun 30, 26

-1.02K

0.26%

COMMONWEALTH EQUITY SERVICES, LLC

17.38K

Jun 30, 26

+85

0.23%

JONES FINANCIAL COMPANIES LLLP

17.35K

Jun 30, 26

+9.41K

0.23%

Beckerman Institutional, LLC

16.35K

Jun 30, 26

-990

0.21%

Robertson Stephens Wealth Management, LLC

16.28K

Jun 30, 26

0.21%

FLOW TRADERS U.S. LLC

15.20K

Jun 30, 26

-14.29K

0.20%

Mariner, LLC

14.94K

Jun 30, 26

+736

0.19%

Cetera Investment Advisers

14.87K

Jun 30, 26

-379

0.19%

Sequoia Financial Advisors, LLC

14.27K

Jun 30, 26

+130

0.19%

Asset Dedication, LLC

14.18K

Jun 30, 26

-537

0.18%

Sensible Money, LLC

12.39K

Jun 30, 26

+37

0.16%

FMR LLC

12.34K

Jun 30, 26

+708

0.16%

BANK OF AMERICA CORP /DE/

11.99K

Jun 30, 26

+32

0.16%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

11.41K

Jun 30, 26

+823

0.15%

Westmount Partners, LLC

11.30K

Jun 30, 26

0.15%

CoreCap Advisors, LLC

11.25K

Jun 30, 26

0.15%

RAYMOND JAMES FINANCIAL INC

10.76K

Jun 30, 26

+2.51K

0.14%

Williams & Novak, LLC

10.76K

Jun 30, 26

0.14%

JFS WEALTH ADVISORS, LLC

10.16K

Jun 30, 26

+2.04K

0.13%

MERCER GLOBAL ADVISORS INC /ADV

9.97K

Jun 30, 26

+41

0.13%

Index Fund Advisors, Inc.

9.51K

Jun 30, 26

0.12%

UBS Group AG

8.94K

Jun 30, 26

+1.41K

0.12%

Elm3 Financial Group, LLC

8.26K

Jun 30, 26

0.11%

CFS Investment Advisory Services, LLC

7.67K

Jun 30, 26

0.10%

Quantinno Capital Management LP

7.63K

Jun 30, 26

+412

0.10%

MB Generational Wealth, LLC

7.21K

Jun 30, 26

0.09%

CFO4Life Group, LLC

6.73K

Jun 30, 26

+60

0.09%

AQR CAPITAL MANAGEMENT LLC

6.37K

Jun 30, 26

+6.37K

0.08%

Summit Financial Strategies, Inc.

6.31K

Jun 30, 26

-238

0.08%

Nuveen, LLC

6.24K

Jun 30, 26

+6.24K

0.08%

Wealthspire Advisors, LLC

5.93K

Jun 30, 26

+911

0.08%

TRUIST FINANCIAL CORP

4.75K

Jun 30, 26

0.06%

Access Investment Management LLC

4.67K

Jun 30, 26

0.06%

IFP Advisors, Inc

4.54K

Jun 30, 26

0.06%

Parallel Advisors, LLC

3.94K

Jun 30, 26

0.05%

ADVISOR GROUP HOLDINGS, INC.

3.51K

Jun 30, 26

+65

0.05%

BlackRock, Inc.

3.17K

Jun 30, 26

+38

0.04%

C M BIDWELL & ASSOCIATES LTD

2.98K

Jun 30, 26

0.04%

BANK OF MONTREAL /CAN/

2.63K

Jun 30, 26

+831

0.03%

Larson Financial Group LLC

2.57K

Jun 30, 26

0.03%

JPMORGAN CHASE & CO

1.87K

Jun 30, 26

+463

0.02%

Allworth Financial LP

1.82K

Jun 30, 26

-118

0.02%

Aptus Capital Advisors, LLC

1.76K

Jun 30, 26

-223

0.02%

Bell Investment Advisors, Inc

1.67K

Jun 30, 26

0.02%

FIFTH THIRD BANCORP

1.61K

Jun 30, 26

+1.61K

0.02%

Farther Finance Advisors, LLC

1.25K

Jun 30, 26

0.02%

HUNTINGTON NATIONAL BANK

1.17K

Jun 30, 26

0.02%

PNC FINANCIAL SERVICES GROUP, INC.

1.15K

Jun 30, 26

+216

0.01%

First Bancorp, Inc /ME/

984

Jun 30, 26

+984

0.01%

Sunrise Financial Services, LLC

804

Jun 30, 26

0.01%

VANGUARD ADVISERS INC

724

Jun 30, 26

0.01%

Integrated Wealth Concepts LLC

548

Jun 30, 26

+548

0.01%

Capital Analysts, LLC

537

Jun 30, 26

0.01%

US BANCORP \DE\

519

Jun 30, 26

0.01%

Versant Capital Management, Inc

427

Jun 30, 26

0.01%

Dunhill Financial, LLC

359

Jun 30, 26

0.00%

AE Wealth Management LLC

324

Jun 30, 26

+153

0.00%

GLENMEDE TRUST CO NA

321

Jun 30, 26

0.00%

GILL CAPITAL PARTNERS, LLC

320

Jun 30, 26

0.00%

JPL Wealth Management, LLC

315

Jun 30, 26

0.00%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

312

Jun 30, 26

+71

0.00%

Qube Research & Technologies Ltd

266

Jun 30, 26

+30

0.00%

Moisand Fitzgerald Tamayo, LLC

206

Jun 30, 26

0.00%

BLAIR WILLIAM & CO/IL

176

Jun 30, 26

0.00%

Global Retirement Partners, LLC

157

Jun 30, 26

+157

0.00%

Capital Investment Advisory Services, LLC

151

Jun 30, 26

0.00%

Rockefeller Capital Management L.P.

145

Jun 30, 26

0.00%

BROWN BROTHERS HARRIMAN & CO

117

Jun 30, 26

0.00%

Cordant, Inc.

Jun 30, 26

+65

0.00%

MATHER GROUP, LLC.

Jun 30, 26

0.00%

Anchor Bay Capital, Inc.

Jun 30, 26

+30

0.00%

Aspect Partners, LLC

Jun 30, 26

0.00%

Burk Holdings LLC

Jun 30, 26

-198

0.00%

Spire Wealth Management

Jun 30, 26

-88

MAI Capital Management

Jun 30, 26

-2.43K

CIBC WORLD MARKET INC.

Jun 30, 26

-30.97K

Western Wealth Management, LLC

Jun 30, 26

-211

UBS ASSET MANAGEMENT AMERICAS INC

Jun 30, 26

-50

RETIREMITTEN FINANCIAL LLC

Jun 30, 26

-296

Advisory Services Network, LLC

Jun 30, 26

-215

TD Waterhouse Canada Inc.

Jun 30, 26

-89

Root Financial Partners, LLC

Jun 30, 26

-986

Invesco Ltd.

Jun 30, 26

-251.15K

CFG Wealth Management Services, Inc.

Jun 30, 26

-3

Cerity Partners LLC

Jun 30, 26

-7.78K

First Pacific Financial

Jun 30, 26

-36

Russell Investments Group, Ltd.

Jun 30, 26

-10

Opes Wealth Management LLC

194.81K

Mar 31, 26

-3.00K

2.54%

Skopos Labs, Inc.

6.24K

Mar 31, 26

+6.24K

0.08%

CWM, LLC

1.81K

Mar 31, 26

0.02%

McIlrath & Eck, LLC

Mar 31, 26

0.00%

CIBC Private Wealth Group, LLC

2.19K

Dec 31, 25

-602

0.03%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-211

Glenmede Investment Management, LP

321

Sep 30, 25

0.00%

Accredited Wealth Management, LLC

201

Sep 30, 25

+121

0.00%

FSA Wealth Management LLC

Sep 30, 25

0.00%

Efficient Frontier Advisors LLC

9.23K

Jun 30, 25

+86

0.12%

Wade Financial Advisory, Inc

45.89K

Mar 31, 25

-1.82K

0.60%

Callan Capital, LLC

16.88K

Mar 31, 25

0.22%

Raymond James Financial Services Advisors, Inc.

6.50K

Sep 30, 24

0.08%

Private Ocean, LLC

4.51K

Jun 30, 24

0.06%

ICA Group Wealth Management, LLC

Jun 30, 24

-593

Charles Schwab Investment Advisory, Inc.

8.81M

Mar 31, 24

-398.11K

114.86%

WEALTHSOURCE PARTNERS, LLC

36.98K

Dec 31, 23

-1.42K

0.48%

WADE G W & INC

25.55K

Dec 31, 23

0.33%

Kistler-Tiffany Companies, LLC

1.68K

Jun 30, 23

0.02%

TimeScale Financial, Inc.

118

Jun 30, 23

0.00%

Clear Perspectives Financial Planning, LLC

Mar 31, 23

-179

BANK OF THE WEST

114.88K

Dec 31, 22

+39.64K

1.50%

Sargent Bickham Lagudis LLC

Dec 31, 22

+10

0.00%

WIPFLI FINANCIAL ADVISORS LLC,

15.68K

Sep 30, 22

+15.68K

0.20%

Frontier Wealth Management LLC

128.72K

Jun 30, 22

+128.72K

1.68%

Adams Chetwood Wealth Management LLC

92.50K

Mar 31, 22

+5.58K

1.21%

Carroll Financial Associates, Inc.

2.73K

Dec 31, 21

-340

0.04%

Sonora Investment Management, LLC

Sep 30, 21

0.00%

LADENBURG THALMANN FINANCIAL SERVICES INC.

124.72K

Dec 31, 19

-861

1.63%

Advisor Group, Inc.

327

Dec 31, 19

0.00%

HARVEST CAPITAL MANAGEMENT INC

Jun 30, 19

-14.76K

Mosaic Financial Partners, Inc.

12.28K

Jun 30, 18

+12.28K

0.16%