Mga Batayang Estadistika
| Pemilik Institusional | 140 total, 140 long only, 0 short only, 0 long/short - change of 12.80% MRQ |
| Alokasi Portofolio Rata-rata | 0.5567 % - change of 26.60% MRQ |
| Saham Institusional (Jangka Panjang) | 12,025,496 (ex 13D/G) - change of 2.98MM shares 32.94% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 583,643 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares Core Dividend ETF (US:DIVB) memiliki 140 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 12,025,496 saham. Pemegang saham terbesar meliputi LPL Financial LLC, E Six Thirteen, Llc, Bank Of America Corp /de/, Steward Partners Investment Advisory, Llc, Foguth Wealth Management, LLC., IAG Wealth Partners, LLC, Signal Advisors Wealth, LLC, CI Private Wealth, LLC, Segall Bryant & Hamill, Llc, and Cetera Investment Advisers .
Struktur kepemilikan institusional iShares Trust - iShares Core Dividend ETF (BATS:DIVB) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 51.72 / share. Previously, on September 6, 2024, the share price was 46.59 / share. This represents an increase of 11.01% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-04-24 | SEGALL BRYANT & HAMILL, LLC | 529,863 | 448,599 | -15.34 | 0.30 | -96.15 |
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Royal Bank Of Canada | 115,060 | -43.67 | 5,790 | -41.57 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,980 | 100 | ||||||
| 2025-07-22 | 13F | Peoples Bank /oh | 32,602 | 1,641 | ||||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,592 | 0.25 | 80 | 3.90 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 28,310 | -11.68 | 1,425 | -8.42 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 7,465 | 376 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 23,861 | -2.72 | 1,201 | 0.84 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 82,823 | 30.21 | 4,168 | 35.03 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8,117 | 25.26 | 408 | 29.94 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 4,010 | 202 | ||||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 69,785 | 12.35 | 3,512 | 16.53 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 28,768 | -75.52 | 1,448 | -74.62 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 824 | 42 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 36,878 | 454.64 | 1,855 | 476.09 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 56,981 | 0.58 | 2,867 | 4.33 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12,501 | 629 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 90 | 42.86 | 5 | 33.33 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 6,181 | 0.06 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 13,332 | 99.55 | 671 | 106.79 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 41,181 | -16.11 | 2,072 | -12.98 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 17,188 | 1.14 | 865 | 4.85 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 10 | 0.00 | 1 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4,976 | 1.36 | 250 | 5.04 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 21,209 | 0.00 | 1,067 | 3.69 | ||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 27,677 | 116.79 | 1,393 | 124.88 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 6,146 | 309 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,100 | 37.50 | 55 | 44.74 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 5,567 | -2.98 | 280 | 0.72 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 4,951 | -1.94 | 249 | 2.05 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 38,352 | 8.51 | 1,930 | 12.54 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 183,013 | 3.50 | 9,209 | 7.34 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 179,341 | 216.29 | 9,024 | 228.03 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 42,361 | -1.00 | 2,132 | 2.65 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 630,300 | 53.54 | 31,717 | 59.23 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 220 | 0.00 | 11 | 10.00 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 18,192 | 0.07 | 915 | 3.74 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 34 | 2 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 11,807 | 0.00 | 594 | 3.85 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 4,500 | 0.00 | 226 | 3.67 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 12,400 | 40.72 | 624 | 45.90 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7,370 | -0.54 | 371 | 3.06 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 21,318 | 1,073 | ||||||
| 2025-07-30 | 13F | Advantage Trust Co | 375 | 19 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 165,633 | -42.08 | 8,335 | -39.93 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,028 | 52 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 4,727 | 238 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 5,302 | -16.46 | 257 | -9.82 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1,248 | 63 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22,092 | 335.05 | 1,112 | 351.63 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 80,815 | 160.36 | 4,067 | 169.99 | ||||
| 2025-07-17 | 13F | KWB Wealth | 4,924 | 0.33 | 239 | 2.59 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4,248 | -3.23 | 214 | 2.40 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 512,957 | 25,812 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 31,565 | -26.90 | 1,588 | -24.20 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 38,051 | 9.12 | 1,915 | 13.19 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 5,955 | 15.79 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 13,988 | 704 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 26,904 | 41.99 | 1,354 | 47.23 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 75,450 | 0.23 | 3,797 | 3.94 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 240 | -57.07 | 12 | -55.56 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 19,783 | 12.99 | 996 | 17.20 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-28 | NP | ACMAX - Absolute Capital Defender Fund Class A Shares | 42,000 | 0.00 | 2,113 | 3.73 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 594 | 0.00 | 30 | 3.57 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14,707 | 7.39 | 740 | 11.45 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 7,290 | -5.00 | 367 | -1.61 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8,632 | 60.86 | 433 | 66.15 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 98,487 | 3.06 | 4,956 | 6.88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 51,190 | 5.77 | 2,576 | 9.67 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,830 | 0.00 | 142 | 3.65 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 453,781 | 0.42 | 22,834 | 4.15 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 26,457 | -4.60 | 1,331 | -1.04 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 158,542 | 8 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 555 | -19.91 | 26 | -21.21 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,881 | 21.13 | 195 | 25.81 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 8,441 | -60.32 | 425 | -58.91 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 73,790 | 1.43 | 3,713 | 5.21 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 18,203 | -7.51 | 916 | -4.09 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,670 | -10.49 | 134 | -6.94 | ||||
| 2025-04-25 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 50,555 | 22.92 | 2,544 | 27.47 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 237,358 | 5.36 | 11,944 | 9.27 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 4,095 | 206 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 429,967 | 196.17 | 21,636 | 207.18 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 58,952 | -0.63 | 2,966 | 3.06 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6,685 | 6.43 | 336 | 10.53 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 117,357 | 12.04 | 5,905 | 16.19 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 20,837 | -9.25 | 1,049 | -5.92 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 13,802 | 0.59 | 695 | 4.36 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 708,560 | 16.55 | 35,655 | 20.87 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,254,861 | 14.25 | 113,465 | 18.49 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 6,871 | 0.00 | 346 | 3.60 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9,319 | 469 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | 0 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 6,355 | -5.47 | 320 | -2.15 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6,281 | 305 | ||||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 10,415 | 4.15 | 524 | 8.04 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 68,694 | -12.12 | 3,457 | -8.86 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 34,357 | 9.01 | 1,729 | 13.02 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 514,163 | -20.16 | 25,873 | -17.20 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 5,226 | 3.18 | 263 | 6.94 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1,066 | 0.00 | 54 | 3.92 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 5,097 | 0.00 | 256 | 3.64 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 17,547 | 883 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 2,990 | 150 | ||||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 5,470 | 274 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 13,988 | 713 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 17,100 | 1.03 | 880 | 7.06 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 95 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,000 | 0.00 | 50 | 4.17 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,471 | -0.07 | 74 | 4.23 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 54,289 | 129.94 | 2,732 | 138.52 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5,876 | -7.48 | 296 | -4.22 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 4,906 | 0.59 | 247 | 4.24 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,780 | -8.91 | 140 | -3.47 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,415 | 172 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15,791 | 124.40 | 795 | 132.84 | ||||
| 2025-08-28 | NP | AAMAX - Absolute Capital Asset Allocator Fund Class A Shares | 79,000 | 0.00 | 3,975 | 3.70 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 4,693 | 0.00 | 236 | 3.96 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1,347 | 68 | ||||||
| 2025-07-24 | 13F | Tandem Capital Management Corp /adv | 10,825 | 0.00 | 545 | 3.62 | ||||
| 2025-08-13 | 13F | West Chester Capital Advisors, Inc | 5,191 | -0.06 | 261 | 3.57 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 804 | 28.85 | 40 | 33.33 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4,911 | -22.04 | 247 | -19.02 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 7,840 | -2.37 | 395 | 1.29 | ||||
| 2025-07-17 | 13F | E Six Thirteen, Llc | 1,560,380 | 78,518 | ||||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 437,301 | -2.52 | 22,005 | 1.10 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 130,774 | 54.26 | 6,581 | 59.98 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 121,000 | 0.00 | 6,089 | 3.71 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 6,501 | 20.66 | 327 | 25.29 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 17,107 | 861 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 504,213 | -16.29 | 25,372 | -13.18 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 187,364 | 6.56 | 9 | 12.50 | ||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 38,529 | -45.12 | 2 | -66.67 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5,400 | 0.00 | 272 | 3.44 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 324,168 | -0.87 | 16,312 | 2.80 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 83 | -8.79 | 4 | 0.00 | ||||
| 2025-04-15 | 13F | Collier Financial | 5,692 | 276 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 27,273 | 9.91 | 1,392 | 24.73 | ||||
| 2025-08-14 | 13F | UBS Group AG | 249 | 13 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 34 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 29,266 | 53.31 | 1 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 252 | 47.37 | 13 | 50.00 |
