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Invesco Variable Rate Prefer (VRP)

CUSIP: 46138G870 | NYSE | 697 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Mader & Shannon Wealth Management, Inc.742,105
7.3% of portfolio›$17.6M
Evolution Wealth Advisors, LLC474,358
1.2% of portfolio›$11.2M
Park Avenue Securities LLC422,790
0.2% of portfolio›$10.0M
Westover Capital Advisors, LLC416,172
1.6% of portfolio›$9.9M
Cordoba Advisory Partners LLC411,961
1.2% of portfolio›$9.8M
Wealthcare Advisory Partners LLC395,810
0.2% of portfolio›$9.4M
Matthew Goff Investment Advisor, LLC388,038
1.4% of portfolio›$9.2M
Windsor Capital Management, LLC353,206
2.2% of portfolio›$8.4M
Ashton Thomas Private Wealth, LLC329,294
0.2% of portfolio›$7.8M
Nilsine Partners, LLC321,659
0.5% of portfolio›$7.6M
Blue Water Asset Management304,498
2.3% of portfolio›$7.2M
Meridian Wealth Management, LLC266,255
0.2% of portfolio›$6.3M
Mosley Wealth Management263,766
1.8% of portfolio›$6.3M
Citigroup Inc262,968
0.0% of portfolio›$6.2M
Wesbanco Bank Inc201,457
0.2% of portfolio›$4.8M
Good Harbor Advisors, Inc.187,720
4.2% of portfolio›$4.5M
Eagle Harbor Asset Management Inc177,834
3.2% of portfolio›$4.2M
Elmwood Wealth Management, Inc.174,877
1.0% of portfolio›$4.1M
Kroeger Financial Partners169,206
4.0% of portfolio›$4.0M
Cambridge Investment Research Advisors, Inc.164,206
0.0% of portfolio›$3.9M
Accel Wealth Management161,846
0.8% of portfolio›$3.8M
Simplicity Wealth,LLC152,322
0.1% of portfolio›$3.6M
NTV Asset Management LLC129,896
0.3% of portfolio›$3.1M
Cottonwood Capital Advisors, LLC124,160
1.8% of portfolio›$2.9M
Independent Financial Group, LLC120,502
0.1% of portfolio›$2.9M
Apella Capital, LLC118,670
0.0% of portfolio›$2.8M
Cadent Capital Advisors, LLC116,631
0.6% of portfolio›$2.8M
Commonwealth Equity Services, LLC116,601
0.0% of portfolio›$2.8M
Daymark Wealth Partners, LLC115,137
0.1% of portfolio›$2.7M
Howard Wealth Management, LLC107,052
0.9% of portfolio›$2.5M
Duncker Streett & Co Inc98,489
0.4% of portfolio›$2.3M
Wealth Enhancement Advisory Services, LLC93,990
0.0% of portfolio›$2.2M
Cannon Advisors, Inc.93,528
1.3% of portfolio›$2.2M
Fifth Third Bancorp90,369
0.0% of portfolio›$2.1M
Advisory Resource Group81,378
0.3% of portfolio›$1.9M
Seed Wealth Management, Inc.81,220
1.2% of portfolio›$1.9M
HUB Investment Partners, LLC80,107
0.0% of portfolio›$1.9M
Kestra Advisory Services, LLC79,920
0.0% of portfolio›$1.9M
Brick & Kyle, Associates79,085
0.6% of portfolio›$1.9M
Wedbush Securities Inc77,580
0.0% of portfolio›$1.8K
IFP Advisors, Inc75,449
0.0% of portfolio›$1.8M
Blue Jean Financial LLC75,064
1.1% of portfolio›$1.8M
Foresight Capital Management Advisors, Inc.71,536
0.8% of portfolio›$1.7M
Lido Advisors, LLC70,853
0.0% of portfolio›$1.7M
Midwest Trust Co68,355
0.0% of portfolio›$1.6M
D.A. Davidson & Co.67,749
0.0% of portfolio›$1.6M
Capital Investment Advisory Services, LLC64,685
0.1% of portfolio›$1.5M
Principal Financial Group Inc63,311
0.0% of portfolio›$1.5M
Mezzasalma Advisors, LLC59,225
0.3% of portfolio›$1.4M
James Investment Research, Inc.57,539
0.1% of portfolio›$1.4M
American Capital Advisory, LLC46,890
0.4% of portfolio›$1.1M
Clear Harbor Asset Management, LLC43,215
0.1% of portfolio›$1.0M
Avior Wealth Management, LLC41,402
0.0% of portfolio›$981.6K
Alpine Bank Wealth Management40,218
0.1% of portfolio›$953.6K
Delta Capital Management LLC38,085
0.0% of portfolio›$903
AlphaCore Capital LLC36,974
0.0% of portfolio›$876.7K
Oppenheimer & Co Inc36,211
0.0% of portfolio›$858.6K
Old National Bancorp33,014
0.0% of portfolio›$782.8K
Diversify Advisory Services, LLC32,520
0.0% of portfolio›$772.7K
Diversify Wealth Management, LLC32,520
0.0% of portfolio›$772.7K
Burke & Herbert Bank & Trust Co32,035
0.2% of portfolio›$759.6K
Bank of New York Mellon Corp31,102
0.0% of portfolio›$737.4K
Kestra Private Wealth Services, LLC30,652
0.0% of portfolio›$726.8K
WealthCare Investment Partners, LLC30,329
0.2% of portfolio›$719.1K
Venture Visionary Partners LLC27,249
0.0% of portfolio›$646.1K
Pekin Hardy Strauss, Inc.27,185
0.1% of portfolio›$644.6K
Farther Finance Advisors, LLC26,543
0.0% of portfolio›$629.3K
Activest Wealth Management21,765
0.1% of portfolio›$516.1K
Endowment Wealth Management, Inc.20,879
0.2% of portfolio›$495.0K
Dynamic Advisor Solutions LLC20,816
0.0% of portfolio›$493.5K
AlphaStar Capital Management, LLC20,555
0.0% of portfolio›$487.4K
HB Wealth Management, LLC19,813
0.0% of portfolio›$469.8K
Creative Planning19,482
0.0% of portfolio›$461.9K
Brown, Lisle Ings, Inc.18,352
0.1% of portfolio›$435.1K
1834 Investment Advisors Co17,547
0.0% of portfolio›$416.0K
Truist Financial Corp16,711
0.0% of portfolio›$396.2K
Pinnacle Associates LTD16,152
0.0% of portfolio›$383.0K
Unified Investment Management15,734
0.3% of portfolio›$373.0K
Roman Butler Fullerton & Co15,654
0.1% of portfolio›$367.2K
J.W. Cole Advisors, Inc.15,341
0.0% of portfolio›$363.7K
Citizens Financial Group Inc15,051
0.0% of portfolio›$356.9K
MassMutual Private Wealth & Trust, FSB15,020
0.0% of portfolio›$356.1K
Prevail Innovative Wealth Advisors, LLC14,862
0.0% of portfolio›$352.2K
IFC & Insurance Marketing, Inc.14,727
0.3% of portfolio›$349.2K
Klingman & Associates, LLC13,606
0.0% of portfolio›$322.6K
Trust Co of Oklahoma11,949
0.1% of portfolio›$283.3K
Perigon Wealth Management, LLC11,805
0.0% of portfolio›$279.9K
Elevation Point Wealth Partners, LLC11,582
0.0% of portfolio›$274.6K
Northwest Wealth Management, LLC11,379
0.0% of portfolio›$269.8K
RVW Wealth, LLC11,314
0.0% of portfolio›$268.3K
Sigma Planning Corp11,193
0.0% of portfolio›$265.4K
Finward Bancorp11,115
0.2% of portfolio›$263.5K
Lynx Capital Group LTD10,327
0.1% of portfolio›$244.8K
Marion Wealth Management9,791
0.0% of portfolio›$232.1K
Diligent Investors, LLC9,724
0.1% of portfolio›$230.6K
Koshinski Asset Management, Inc.9,441
0.0% of portfolio›$223.8K
Valley Wealth Managers, Inc.9,428
0.0% of portfolio›$223.5K
Patton Albertson Miller Group, LLC9,161
0.0% of portfolio›$217.2K
QTR Family Wealth, LLC9,000
0.1% of portfolio›$213.4K
Chilton Capital Management LLC8,975
0.0% of portfolio›$212.8K
Partners Wealth Management, LLC8,956
0.0% of portfolio›$212.3K
Crumly & Associates Inc.8,576
0.0% of portfolio›$203.3K
Indivisible Partners8,539
0.0% of portfolio›$202.5K
Cherry Tree Wealth Management, LLC7,630
0.0% of portfolio›$180.9K
Barrett & Company, Inc.6,775
0.0% of portfolio›$160.6K
Coastline Trust Co6,505
0.0% of portfolio›$154.2K
Ascentis Independent Advisors5,900
0.0% of portfolio›$139.9K
Capital Advisors, Ltd. LLC5,766
0.1% of portfolio›$137.0K
Vima LLC4,582
0.1% of portfolio›$108.6K
US Bancorp \de\3,472
0.0% of portfolio›$82.3K
Register Financial Advisors LLC3,000
0.0% of portfolio›$71.1K
Rossby Financial, LCC2,536
0.0% of portfolio›$60.1K
Pflug Koory, LLC2,442
0.0% of portfolio›$57.9K
Blueline Advisors LLC2,206
0.0% of portfolio›$52.3K
Atwood & Palmer Inc1,800
0.0% of portfolio›$42.7K
Lanark Financial, Inc.1,715
0.0% of portfolio›$40.7K
Private Trust Co NA1,433
0.0% of portfolio›$34.0K
Cape Investment Advisory, Inc.959
0.0% of portfolio›$22.7K
LFA - Lugano Financial Advisors SA763
0.0% of portfolio›$18.1K
Financial Perspectives, Inc505
0.0% of portfolio›$12.0K
Caldwell Trust Co500
0.0% of portfolio›$11.9K
Salomon & Ludwin, LLC425
0.0% of portfolio›$10.1K
Compass Financial Management LLC325
0.0% of portfolio›$7.7K
Woodard & Co Asset Management Group Inc302
0.0% of portfolio›$7.2K
New England Capital Financial Advisors LLC236
0.0% of portfolio›$5.6K
Nova Financial LLC229
0.0% of portfolio›$5.4K
Guardian Partners Inc.215
0.0% of portfolio›$5.1K
Pinnacle Wealth Planning Services, Inc.200
0.0% of portfolio›$4.7K
Assetmark, Inc151
0.0% of portfolio›$3.6K
Parallel Advisors, LLC133
0.0% of portfolio›$3.2K
Princeton Global Asset Management LLC100
0.0% of portfolio›$2.4K
Signaturefd, LLC92
0.0% of portfolio›$2.2K
Nfsg Corp79
0.0% of portfolio›$1.9K
Markowski Investments28
0.0% of portfolio›$664
Dhjj Financial Advisors, Ltd.10
0.0% of portfolio›$238
Horizon Financial Services, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Mader & Shannon Wealth Management, Inc.
742,105$17.6M7.3%ETFMediumKansas City, MO2026-11-02
Evolution Wealth Advisors, LLC
474,358$11.2M1.2%ETFLowAventura, FL2026-11-03
Park Avenue Securities LLC
422,790$10.0M0.2%ETFMediumNew York, NY2026-10-26
Westover Capital Advisors, LLC
416,172$9.9M1.6%MomentumLowWilmington, DE2026-10-26
Cordoba Advisory Partners LLC
411,961$9.8M1.2%ETFMediumNew York, NY2026-10-19
Wealthcare Advisory Partners LLC
395,810$9.4M0.2%ETFLowWest Chester, PA2026-10-21
Matthew Goff Investment Advisor, LLC
388,038$9.2M1.4%CoreMediumHouston, TX2026-10-13
Windsor Capital Management, LLC
353,206$8.4M2.2%ETFVery LowPhoenix, AZ2026-10-13
Ashton Thomas Private Wealth, LLC
329,294$7.8M0.2%CoreMediumScottsdale, AZ2026-11-03
Nilsine Partners, LLC
321,659$7.6M0.5%CoreMediumGreenwood Village, CO2026-11-02
Blue Water Asset Management
304,498$7.2M2.3%ETFLowGrand Rapids, MI2026-11-04
Meridian Wealth Management, LLC
266,255$6.3M0.2%GrowthLowLexington, KY2026-11-05
Mosley Wealth Management
263,766$6.3M1.8%ETFHighAnaheim, CA2026-10-16
Citigroup Inc
262,968$6.2M0.0%CoreMediumNew York, NY2026-11-04
Wesbanco Bank Inc
201,457$4.8M0.2%CoreLowWheeling, WV2026-11-04
Good Harbor Advisors, Inc.
187,720$4.5M4.2%ETFVery LowGloucester, MA2026-10-20
Eagle Harbor Asset Management Inc
177,834$4.2M3.2%GARPLowSeattle, WA2026-10-21
Elmwood Wealth Management, Inc.
174,877$4.1M1.0%ETFLowBerkeley, CA2026-10-14
Kroeger Financial Partners
169,206$4.0M4.0%ETFN/AGrass Valley, CA2026-10-19
Cambridge Investment Research Advisors, Inc.
164,206$3.9M0.0%ETFLowFairfield, IA2026-11-02
Accel Wealth Management
161,846$3.8M0.8%ETFLowWaverly, IA2026-10-13
Simplicity Wealth,LLC
152,322$3.6M0.1%ETFLowSummit, NJ2026-10-23
NTV Asset Management LLC
129,896$3.1M0.3%GrowthLowCharleston, WV2026-10-23
Cottonwood Capital Advisors, LLC
124,160$2.9M1.8%ETFVery LowSalt Lake City, UT2026-10-20
Independent Financial Group, LLC
120,502$2.9M0.1%GrowthLowSan Diego, CA2026-10-13
Apella Capital, LLC
118,670$2.8M0.0%ETFVery LowWest Hartford, CT2026-10-08
Cadent Capital Advisors, LLC
116,631$2.8M0.6%ETFHighTulsa, OK2026-10-09
Commonwealth Equity Services, LLC
116,601$2.8M0.0%ETFLowWaltham, MA2026-11-02
Daymark Wealth Partners, LLC
115,137$2.7M0.1%CoreLowCincinnati, OH2026-11-04
Howard Wealth Management, LLC
107,052$2.5M0.9%ETFVery LowMadison, CT2026-10-28
Duncker Streett & Co Inc
98,489$2.3M0.4%GrowthLowSt. Louis, MO2026-10-27
Wealth Enhancement Advisory Services, LLC
93,990$2.2M0.0%CoreLowPlymouth, MN2026-10-13
Cannon Advisors, Inc.
93,528$2.2M1.3%GrowthHighCharlotte, NC2026-10-14
Fifth Third Bancorp
90,369$2.1M0.0%IndexVery LowCincinnati, OH2026-11-05
Advisory Resource Group
81,378$1.9M0.3%GARPMediumTulsa, OK2026-10-26
Seed Wealth Management, Inc.
81,220$1.9M1.2%ETFMediumEvanston, IL2026-10-20
HUB Investment Partners, LLC
80,107$1.9M0.0%GrowthLowAustin, TX2026-11-03
Kestra Advisory Services, LLC
79,920$1.9M0.0%CoreLowAustin, TX2026-11-02
Brick & Kyle, Associates
79,085$1.9M0.6%GrowthLowNewtown, PA2026-11-05
Wedbush Securities Inc
77,580$1.8K0.0%CoreLowPasadena, CA2026-10-22
IFP Advisors, Inc
75,449$1.8M0.0%GrowthLowTampa, FL2026-10-16
Blue Jean Financial LLC
75,064$1.8M1.1%GrowthVery HighAlbany, NY2026-10-20
Foresight Capital Management Advisors, Inc.
71,536$1.7M0.8%CoreMediumSaline, MI2026-10-27
Lido Advisors, LLC
70,853$1.7M0.0%GrowthLowLos Angeles, CA2026-11-04
Midwest Trust Co
68,355$1.6M0.0%CoreLowOverland Park, KS2026-10-22
D.A. Davidson & Co.
67,749$1.6M0.0%CoreLowGreat Falls, MT2026-10-28
Capital Investment Advisory Services, LLC
64,685$1.5M0.1%CoreMediumRaleigh, NC2026-10-30
Principal Financial Group Inc
63,311$1.5M0.0%CoreLowDes Moines, IA2026-11-02
Mezzasalma Advisors, LLC
59,225$1.4M0.3%GrowthLowTinton Falls, NJ2026-10-14
James Investment Research, Inc.
57,539$1.4M0.1%CoreLowAlpha, OH2026-10-22
American Capital Advisory, LLC
46,890$1.1M0.4%ETFLowKetchum, ID2026-10-28
Clear Harbor Asset Management, LLC
43,215$1.0M0.1%CoreLowStamford, CT2026-11-05
Avior Wealth Management, LLC
41,402$981.6K0.0%ETFMediumOmaha, NE2026-10-13
Alpine Bank Wealth Management
40,218$953.6K0.1%ETFHighGrand Junction, CO2026-10-16
Delta Capital Management LLC
38,085$9030.0%CoreLowRed Bank, NJ2026-10-16
AlphaCore Capital LLC
36,974$876.7K0.0%ETFLowLa Jolla, CA2026-11-04
Oppenheimer & Co Inc
36,211$858.6K0.0%CoreLowNew York, NY2026-10-26
Old National Bancorp
33,014$782.8K0.0%CoreLowEvansville, IN2026-10-20
Diversify Advisory Services, LLC
32,520$772.7K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
32,520$772.7K0.0%GrowthMediumSandy, UT2026-10-20
Burke & Herbert Bank & Trust Co
32,035$759.6K0.2%CoreVery LowAlexandria, VA2026-11-02
Bank of New York Mellon Corp
31,102$737.4K0.0%CoreLowNew York, NY2026-11-05
Kestra Private Wealth Services, LLC
30,652$726.8K0.0%GrowthLowAustin, TX2026-10-30
WealthCare Investment Partners, LLC
30,329$719.1K0.2%ETFLowPortsmouth, RI2026-11-05
Venture Visionary Partners LLC
27,249$646.1K0.0%CoreLowSylvania, OH2026-10-07
Pekin Hardy Strauss, Inc.
27,185$644.6K0.1%ValueMediumChicago, IL2026-11-02
Farther Finance Advisors, LLC
26,543$629.3K0.0%IndexLowSan Francisco, CA2026-10-08
Activest Wealth Management
21,765$516.1K0.1%ETFLowAventura, FL2026-10-15
Endowment Wealth Management, Inc.
20,879$495.0K0.2%ETFMediumAppleton, WI2026-11-03
Dynamic Advisor Solutions LLC
20,816$493.5K0.0%ETFLowPhoenix, AZ2026-10-13
AlphaStar Capital Management, LLC
20,555$487.4K0.0%ETFMediumCornelius, NC2026-10-16
HB Wealth Management, LLC
19,813$469.8K0.0%IndexVery LowAtlanta, GA2026-10-23
Creative Planning
19,482$461.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Brown, Lisle Ings, Inc.
18,352$435.1K0.1%CoreVery LowProvidence, RI2026-10-16
1834 Investment Advisors Co
17,547$416.0K0.0%ValueLowMilwaukee, WI2026-10-16
Truist Financial Corp
16,711$396.2K0.0%CoreLowCharlotte, NC2026-10-30
Pinnacle Associates LTD
16,152$383.0K0.0%CoreLowNew York, NY2026-10-20
Unified Investment Management
15,734$373.0K0.3%CoreLowAtlanta, GA2026-10-14
Roman Butler Fullerton & Co
15,654$367.2K0.1%GrowthMediumSt Louis, MO2026-10-27
J.W. Cole Advisors, Inc.
15,341$363.7K0.0%IndexLowTampa, FL2026-11-05
Citizens Financial Group Inc
15,051$356.9K0.0%GrowthLowProvidence, RI2026-10-23
MassMutual Private Wealth & Trust, FSB
15,020$356.1K0.0%CoreLowSpringfield, MA2026-10-05
Prevail Innovative Wealth Advisors, LLC
14,862$352.2K0.0%CoreVery HighLeawood, KS2026-10-20
IFC & Insurance Marketing, Inc.
14,727$349.2K0.3%ETFHighAuburn, CA2026-10-16
Klingman & Associates, LLC
13,606$322.6K0.0%ETFVery LowNew York, NY2026-10-20
Trust Co of Oklahoma
11,949$283.3K0.1%MomentumLowTulsa, OK2026-10-15
Perigon Wealth Management, LLC
11,805$279.9K0.0%GrowthLowSan Francisco, CA2026-10-22
Elevation Point Wealth Partners, LLC
11,582$274.6K0.0%CoreHighDenver, CO2026-11-05
Northwest Wealth Management, LLC
11,379$269.8K0.0%ETFLowSpencer, IA2026-10-30
RVW Wealth, LLC
11,314$268.3K0.0%ETFVery LowLos Angeles, CA2026-10-06
Sigma Planning Corp
11,193$265.4K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Finward Bancorp
11,115$263.5K0.2%CoreLowMunster, IN2026-10-14
Lynx Capital Group LTD
10,327$244.8K0.1%ValueLowBeachwood, OH2026-11-04
Marion Wealth Management
9,791$232.1K0.0%ETFVery LowMonroeville, PA2026-10-22
Diligent Investors, LLC
9,724$230.6K0.1%CoreLowRedlands, CA2026-10-21
Koshinski Asset Management, Inc.
9,441$223.8K0.0%ETFLowDecatur, IL2026-10-29
Valley Wealth Managers, Inc.
9,428$223.5K0.0%GARPMediumParamus, NJ2026-10-09
Patton Albertson Miller Group, LLC
9,161$217.2K0.0%CoreLowChattanooga, TN2026-10-26
QTR Family Wealth, LLC
9,000$213.4K0.1%GrowthMediumLake Mary, FL2026-11-02
Chilton Capital Management LLC
8,975$212.8K0.0%GrowthMediumHouston, TX2026-10-28
Partners Wealth Management, LLC
8,956$212.3K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Crumly & Associates Inc.
8,576$203.3K0.0%ETFMediumSpringfield, IL2026-10-07
Indivisible Partners
8,539$202.5K0.0%GrowthMediumClearwater, FL2026-10-26
Cherry Tree Wealth Management, LLC
7,630$180.9K0.0%ETFVery LowMinnetonka, MN2026-10-15
Barrett & Company, Inc.
6,775$160.6K0.0%ETFLowProvidence, RI2026-10-22
Coastline Trust Co
6,505$154.2K0.0%GrowthVery LowProvidence, RI2026-10-01
Ascentis Independent Advisors
5,900$139.9K0.0%ETFLowDallas, TX2026-11-03
Capital Advisors, Ltd. LLC
5,766$137.0K0.1%ETFLowShaker Heights, OH2026-10-27
Vima LLC
4,582$108.6K0.1%CoreLowTroy, MI2026-10-23
US Bancorp \de\
3,472$82.3K0.0%IndexLowMinneapolis, MN2026-11-05
Register Financial Advisors LLC
3,000$71.1K0.0%GARPLowAtlanta, GA2026-10-23
Rossby Financial, LCC
2,536$60.1K0.0%ETFMediumMelbourne, FL2026-11-05
Pflug Koory, LLC
2,442$57.9K0.0%CoreVery LowOmaha, NE2026-10-26
Blueline Advisors LLC
2,206$52.3K0.0%ETFLowExeter, NH2026-10-15
Atwood & Palmer Inc
1,800$42.7K0.0%CoreVery LowKansas City, MO2026-10-08
Lanark Financial, Inc.
1,715$40.7K0.0%CoreMediumBirmingham, AL2026-10-26
Private Trust Co NA
1,433$34.0K0.0%CoreLowCleveland, OH2026-10-20
Cape Investment Advisory, Inc.
959$22.7K0.0%ETFLowMcdonough, GA2026-10-13
LFA - Lugano Financial Advisors SA
763$18.1K0.0%ETFLowLugano, Switzerland2026-11-03
Financial Perspectives, Inc
505$12.0K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Caldwell Trust Co
500$11.9K0.0%GrowthLowVenice, FL2026-10-30
Salomon & Ludwin, LLC
425$10.1K0.0%ETFVery LowRichmond, VA2026-10-29
Compass Financial Management LLC
325$7.7K0.0%CoreN/ATampa, FL2026-10-30
Woodard & Co Asset Management Group Inc
302$7.2K0.0%ETFMediumBermuda Run, NC2026-11-03
New England Capital Financial Advisors LLC
236$5.6K0.0%ETFLowMeriden, CT2026-11-03
Nova Financial LLC
229$5.4K0.0%N/AN/ATucson, AZ2026-11-04
Guardian Partners Inc.
215$5.1K0.0%ValueMediumToronto, South Africa2026-10-21
Pinnacle Wealth Planning Services, Inc.
200$4.7K0.0%GARPLowMansfield, OH2026-10-27
Assetmark, Inc
151$3.6K0.0%ETFLowConcord, CA2026-10-21
Parallel Advisors, LLC
133$3.2K0.0%IndexLowSan Francisco, CA2026-11-03
Princeton Global Asset Management LLC
100$2.4K0.0%GrowthLowPrinceton, NJ2026-10-21
Signaturefd, LLC
92$2.2K0.0%IndexLowAtlanta, GA2026-10-23
Nfsg Corp
79$1.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Markowski Investments
28$6640.0%ETFN/ATampa, FL2026-10-30
Dhjj Financial Advisors, Ltd.
10$2380.0%ETFVery LowNaperville, IL2026-10-23
Horizon Financial Services, LLC
0$00.0%ETFLowWinston Salem, NC2026-11-04