Mga Batayang Estadistika
| Pemilik Institusional | 320 total, 320 long only, 0 short only, 0 long/short - change of -0.31% MRQ |
| Alokasi Portofolio Rata-rata | 0.0901 % - change of -1.96% MRQ |
| Saham Institusional (Jangka Panjang) | 37,704,813 (ex 13D/G) - change of 1.27MM shares 3.49% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 335,432 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
DNP Select Income Fund Inc. (US:DNP) memiliki 320 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 37,704,813 saham. Pemegang saham terbesar meliputi Morgan Stanley, Royal Bank Of Canada, LPL Financial LLC, Wells Fargo & Company/mn, Baird Financial Group, Inc., Advisor Group Holdings, Inc., Cetera Investment Advisers, Commonwealth Equity Services, Llc, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, and J.w. Cole Advisors, Inc. .
Struktur kepemilikan institusional DNP Select Income Fund Inc. (NYSE:DNP) 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 9.85 / share. Previously, on September 6, 2024, the share price was 9.52 / share. This represents an increase of 3.47% 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 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
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6,024 | 0.00 | 59 | -1.69 | ||||
| 2025-07-18 | 13F | Chelsea Counsel Co | 8,300 | 82 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1,659,329 | 0.63 | 16,245 | -0.39 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1,904 | 15.18 | 19 | 12.50 | ||||
| 2025-07-31 | 13F | City State Bank | 4,000 | 0.00 | 39 | 0.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2,051 | -58.57 | 20 | -53.49 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 73,346 | 0.00 | 718 | -0.97 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 6,300 | 0.00 | 62 | -1.61 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 9,750 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 109,539 | 0.84 | 1,072 | -0.19 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 11,706 | 3.01 | 115 | 6.48 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 83,517 | 1.15 | 818 | 0.12 | ||||
| 2025-08-12 | 13F | Kimelman & Baird, LLC | 2,000 | 0.00 | 20 | 0.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,076 | -27.42 | 30 | -18.92 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 119,012 | -3.50 | 1,165 | -4.27 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 17,497 | 0.00 | 171 | -1.16 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 23,240 | 0.00 | 228 | -0.87 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6,124 | 0.00 | 0 | |||||
| 2025-07-11 | 13F | Adirondack Trust Co | 1,500 | 0.00 | 15 | 0.00 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 45,000 | -6.25 | 441 | -7.17 | ||||
| 2025-07-24 | 13F | Vivid Wealth Management, LLC | 10,947 | 0.86 | 107 | 0.00 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 12,765 | 0.00 | 125 | -1.59 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 10,828 | 0.00 | 106 | -0.93 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 195 | 0.00 | 2 | 0.00 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 17,195 | 2.01 | 168 | 1.20 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 61,957 | 9.67 | 607 | 8.60 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 411,719 | 2.90 | 4,031 | 1.84 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 15,206 | 0.00 | 149 | -1.33 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 271,886 | -2.94 | 2,662 | -3.94 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 7,911 | 0.00 | 77 | -1.28 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 42,492 | 82.13 | 416 | 80.43 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 4,051 | 0.00 | 40 | -2.50 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 13,752 | 0.00 | 135 | -1.47 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 786,903 | -1.04 | 7,704 | -2.05 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 12,337 | -1.02 | 121 | 5.22 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 40,537 | -16.11 | 397 | -16.98 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,375,242 | -1.15 | 33,044 | -2.14 | ||||
| 2025-07-11 | 13F | Fruth Investment Management | 14,655 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 59,228 | 7.60 | 580 | 6.43 | ||||
| 2025-05-01 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | TFC Financial Management | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 105,716 | 5.81 | 1,035 | 4.66 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 33,005 | 7.61 | 323 | 6.60 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 601,704 | 12.68 | 6 | 0.00 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Tandem Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | MAS Advisors LLC | 62,171 | 3.76 | 609 | 2.70 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 41,287 | 0.25 | 404 | -0.74 | ||||
| 2025-04-09 | 13F | McLean Asset Management Corp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,329 | 0.00 | 13 | 0.00 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 57,084 | 1.88 | 559 | 0.72 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 96,139 | 12.85 | 941 | 11.76 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 64,927 | 0.26 | 636 | -0.78 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 27,811 | -0.92 | 272 | -1.81 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,299,663 | 5.66 | 12,724 | 4.27 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 216 | 0.00 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 13,060 | 0.00 | 128 | -1.55 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 25,877 | 52.11 | 252 | 60.51 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 21,107 | 1.41 | 207 | 0.49 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 17,500 | 0.00 | 171 | -1.16 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 78,161 | -19.50 | 765 | -20.31 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 41,953 | 3.23 | 413 | 2.23 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 6,488 | -51.52 | 64 | -45.76 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 32,434 | 4.00 | 318 | 3.93 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 11,400 | -9.52 | 112 | -10.48 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,500 | 0.00 | 34 | 0.00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 169,018 | -0.02 | 1,655 | -1.08 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 50,828 | -6.20 | 498 | -7.10 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 423,516 | 1.46 | 4,189 | 13.77 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 136,535 | 13.28 | 1,337 | 12.08 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1,698 | 0.00 | 17 | 0.00 | ||||
| 2025-07-07 | 13F | Hoertkorn Richard Charles | 25,866 | 0.00 | 253 | -0.78 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 105,530 | 0.00 | 1,033 | -0.96 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 3,226 | 0.00 | 32 | 0.00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 94,323 | -3.27 | 923 | -4.25 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 2,350 | 0.00 | 23 | 0.00 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 17,400 | 0.00 | 170 | -1.16 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 10,550 | 103 | ||||||
| 2025-08-14 | 13F | Waters Parkerson & Co., Llc | 20,404 | 0.00 | 200 | -1.00 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 29,522 | 0.00 | 289 | -0.69 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 17,246 | 0.00 | 169 | 10.53 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 22,076 | 218 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 8,588 | 0.00 | 84 | 0.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 242,374 | -1.49 | 2,373 | -2.51 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2,539 | 0.00 | 25 | -4.00 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 208 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 12,000 | 0.00 | 117 | -0.85 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 69,695 | 8.77 | 683 | 7.57 | ||||
| 2025-07-21 | 13F | Riverview Trust Co | 1,000 | 0.00 | 10 | 0.00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 853 | 0.00 | 8 | 0.00 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 17,114 | 2.05 | 168 | 1.21 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 3 | |||||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 26,309 | 0.00 | 258 | -1.15 | ||||
| 2025-05-15 | 13F | Rivernorth Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Asset Planning,Inc | 20,259 | 0.11 | 198 | -1.00 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 18,000 | 0.00 | 176 | -1.12 | ||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 62,500 | -30.94 | 612 | -31.73 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 10,594 | 104 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 39,633 | -0.14 | 388 | -1.02 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 149,956 | 33.05 | 1,468 | 31.78 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 9,843 | -2.97 | 96 | -4.00 | ||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 62,834 | -6.76 | 615 | -7.66 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 48,566 | 2.12 | 475 | 1.06 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 9,644 | -8.73 | 94 | -9.62 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4,000 | 0.00 | 39 | 0.00 | ||||
| 2025-08-11 | 13F/A | Suncoast Equity Management | 27,098 | 1.36 | 265 | 0.38 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 15,000 | 0.00 | 147 | -1.35 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 21,052 | 0.32 | 206 | -0.48 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 102,323 | -1.42 | 1,008 | -1.95 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 13,899 | 0.00 | 136 | -0.73 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 11,995 | 11.59 | 117 | 17.00 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 30,846 | 299 | ||||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 73,662 | 0.35 | 721 | -0.69 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 16,365 | 1.84 | 160 | 1.27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,446,696 | 6.45 | 23,953 | 5.38 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 32,571 | 12.03 | 319 | 10.80 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 17,444 | 17.26 | 171 | 15.65 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 32,520 | 2.92 | 318 | 1.92 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 17,235 | 0.00 | 169 | -1.18 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 84,247 | 58.97 | 825 | 57.25 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 294,246 | 3.18 | 2,881 | 2.13 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 14,699 | 0.00 | 144 | -1.38 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 14,952 | 0.00 | 146 | -0.68 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 29,456 | 0.00 | 289 | 1.77 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,991,052 | 4.73 | 19,492 | 3.67 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 13,265 | 0.00 | 130 | 4.88 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 3,800 | 0.00 | 34 | -10.81 | ||||
| 2025-08-12 | 13F | Ames National Corp | 26,845 | 93.90 | 263 | 92.65 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 20,595 | -7.35 | 202 | -8.22 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,027 | 156.11 | 10 | 233.33 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 30,788 | -65.39 | 302 | -65.68 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 209,525 | -14.36 | 2,051 | -15.21 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 22,928 | 0.00 | 226 | -0.44 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 3,338 | 0.00 | 33 | -3.03 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 11,241 | 0.00 | 110 | -0.90 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 11,745 | 0.00 | 115 | -1.72 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 31,565 | 309 | ||||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 14,145 | 0.00 | 138 | -0.72 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 640 | 6 | ||||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 5,999 | 0.00 | 59 | -1.69 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 43,094 | 88.79 | 422 | 87.11 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,312 | 13 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 29,620 | 0.05 | 290 | -1.03 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 2,185 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 128,616 | 9.80 | 1,259 | 8.72 | ||||
| 2025-05-12 | 13F | Wolverine Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1,468 | 0.00 | 14 | 0.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 25,081 | 0.00 | 246 | -1.21 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 8,817 | 0.00 | 86 | -1.15 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 120,826 | -1.69 | 1,183 | -2.72 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 11,675 | -9.62 | 114 | -10.24 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 1,100 | 11 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 35,440 | -11.02 | 347 | -11.96 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 1,309 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 15,019 | -9.16 | 147 | -9.82 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 137,385 | 0.92 | 1,345 | -0.07 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1,439 | 0.00 | 14 | 0.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 61,688 | -9.82 | 603 | -10.95 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 152,219 | 0.00 | 1,490 | -1.00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 16,070 | 1.07 | 159 | 12.86 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 4,542 | 0.00 | 44 | 0.00 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 803 | 8 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 93,632 | -32.67 | 917 | -33.38 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,443 | -19.37 | 24 | -11.54 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 39,711 | 10.50 | 389 | 9.30 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 5,475 | 0.00 | 54 | -1.85 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 34,302 | 336 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,857 | 3.29 | 28 | 12.50 | ||||
| 2025-04-17 | 13F | Sowell Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 26,755 | 0.00 | 262 | -1.14 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 2,606 | 0.00 | 26 | 0.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 56,525 | -56.61 | 1 | -100.00 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 233 | 2 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 28,154 | -0.35 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 1,324 | 0.00 | 13 | -7.69 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 2,046 | 20 | ||||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 144 | 0.00 | 1 | 0.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,384,094 | 6.03 | 14 | 8.33 | ||||
| 2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 68,700 | 673 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 120,573 | -2.87 | 1,180 | -3.83 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 30,714 | 0.11 | 301 | -0.99 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 120,809 | 41.21 | 1,183 | 39.72 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 15,775 | 1.93 | 154 | 0.65 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 170,952 | 11.02 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 108,185 | 0.00 | 1,059 | -0.94 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 177,841 | 0.81 | 1,741 | -0.17 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 564 | 1.99 | 6 | 0.00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 774 | 0.00 | 8 | 0.00 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 126,346 | -85.68 | 1,237 | -85.83 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 13,925 | 19.31 | 136 | 18.26 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 63,838 | 2.03 | 625 | 0.97 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 26,043 | 73.79 | 255 | 72.79 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 4,891 | 0.00 | 48 | -2.08 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 6,775 | 0.00 | 66 | -1.49 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 70,155 | 4,577.00 | 687 | 4,800.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 11,299 | -17.32 | 111 | -18.52 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 9,216 | 0.00 | 91 | -1.10 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 75,911 | 10.97 | 743 | 9.91 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 52,318 | 31.39 | 512 | 30.28 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 52,042 | 1.71 | 509 | 0.59 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4,000 | 17.65 | 39 | 18.18 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 54,318 | 1.10 | 532 | 0.00 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 549,861 | -8.57 | 5,383 | -9.50 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 21,483 | 0.00 | 210 | -0.94 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 14,000 | 0.00 | 137 | -0.72 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 44,538 | 139.71 | 436 | 138.25 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 77,029 | 1.04 | 754 | 0.13 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 22,000 | 74.15 | 215 | 73.39 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 601,704 | 12.68 | 5,891 | 11.53 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 13,730 | 28.25 | 134 | 27.62 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 11,679 | 115 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 37,697 | 369 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 1,046,654 | 447.61 | 10,247 | 442.12 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 12,576 | 123 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,518,189 | 5.62 | 14,864 | 4.55 | ||||
| 2025-04-08 | 13F | First Community Trust Na | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 28,203 | 1.04 | 276 | 0.00 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 11,481 | 2.11 | 112 | 0.90 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 11,248 | 0.00 | 110 | -0.90 | ||||
| 2025-05-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 45,253 | 11.51 | 443 | 10.47 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 208,159 | -15.69 | 2,038 | -16.55 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 21,602 | -0.27 | 211 | -1.40 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 270,974 | -0.98 | 2,653 | -2.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 15,425 | 0.27 | 151 | -0.66 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 23,628 | 231 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 34,938 | 342 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 121,891 | -3.38 | 1,193 | -4.33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 962,109 | 5.36 | 9,419 | 4.30 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 827,149 | -2.17 | 8,098 | -3.17 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 16,357 | 2.72 | 159 | 11.27 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 37,102 | 4.79 | 363 | 3.71 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 42,388 | 0.00 | 415 | -0.95 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1,850 | 0.00 | 18 | 0.00 | ||||
| 2025-04-17 | 13F | Abound Wealth Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Monetary Management Group Inc | 49,200 | -10.87 | 482 | -11.74 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 388,746 | 1.76 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 37,900 | 17.76 | 371 | 16.67 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 100 | 0.00 | 1 | |||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 11,009 | 2.04 | 107 | 1.90 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 14,696 | -7.02 | 144 | -8.33 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 14,283 | 11.73 | 140 | 10.32 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 12,232 | 2.04 | 120 | 0.85 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 30,822 | -18.33 | 302 | -19.30 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 12,176 | 0.13 | 119 | -0.83 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 15,730 | 154 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 8 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 8,334 | 11.97 | 82 | 10.96 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 5,433 | -0.84 | 53 | -1.85 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 92,925 | -0.43 | 910 | -1.41 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3,007 | 0.00 | 29 | 0.00 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5,741 | -3.20 | 56 | -3.45 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 11,100 | 0.00 | 109 | -0.92 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 30,751 | 0.79 | 301 | 3.44 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 1,983 | 0.00 | 19 | 0.00 | ||||
| 2025-05-09 | 13F | Rollins Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 10,494 | 0.00 | 103 | 0.00 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 104,625 | -1.60 | 1,024 | -2.57 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 50,426 | -12.74 | 494 | -13.66 | ||||
| 2025-07-23 | 13F | Harvey Investment Co Llc | 26,100 | 0.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,800 | 27 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,688,628 | 5.90 | 26,322 | 4.83 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 14,969 | 0.00 | 147 | -1.35 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 10,000 | 0.00 | 98 | -1.02 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 12,840 | -17.90 | 126 | -18.83 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 63,136 | 63.47 | 618 | 62.20 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 20,882 | -5.57 | 204 | -6.42 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 44,402 | -0.22 | 435 | -1.36 | ||||
| 2025-04-15 | 13F | Bard Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 29,622 | 0.00 | 290 | -0.68 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,440,398 | 4.60 | 14,101 | 3.55 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 21,417 | 12.85 | 210 | 11.17 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 23,320 | 0.00 | 228 | -0.87 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 27,031 | -1.80 | 265 | -2.94 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 233 | 2 | ||||||
| 2025-08-12 | 13F | Zacks Investment Management | 21,219 | 0.00 | 208 | -0.96 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1,500 | 0.00 | 15 | 0.00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 17,068 | -21.12 | 167 | -21.60 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 53,453 | 0.45 | 523 | -0.57 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 359,822 | 46.54 | 3,523 | 45.06 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 42,981 | 21.67 | 421 | 20.34 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 92,927 | -0.43 | 910 | -1.52 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 11,903 | 0.00 | 117 | -0.85 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 64,633 | 7.34 | 633 | 6.22 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 113,638 | 0.00 | 1,113 | -0.98 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 5,092 | 0.00 | 50 | -2.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 243,060 | 84.75 | 2,380 | 82.86 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 19,099 | -3.36 | 188 | -4.08 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 20,189 | 0.02 | 198 | -1.01 | ||||
| 2025-07-09 | 13F | Fjell Capital, LLC | 22,871 | 0.39 | 224 | -0.89 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 2,785 | 0.00 | 27 | 0.00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 18,898 | -0.39 | 185 | -1.07 | ||||
| 2025-05-08 | 13F | BRYN MAWR TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 24,446 | 239 | ||||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 11,201 | 0.08 | 110 | -0.91 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 22,000 | 215 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 507,605 | -5.46 | 4,969 | -6.42 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 9,400 | 0.00 | 92 | 0.00 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 34,739 | -15.08 | 341 | -11.66 | ||||
| 2025-05-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 83,450 | -0.23 | 817 | -1.33 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 20,596 | 204 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 28,715 | 0.00 | 281 | -0.71 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 97,146 | -0.88 | 951 | -1.86 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 59,721 | 7.53 | 585 | 6.38 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 744,739 | 1.49 | 7 | 0.00 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,500 | 0.00 | 15 | 0.00 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 24,096 | 1.26 | 236 | 0.00 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 23,194 | 227 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 80,184 | 4.16 | 785 | 3.15 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 2,211 | 2.03 | 22 | 0.00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 13,721 | 0.15 | 134 | -0.74 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 100 | 0.00 | 1 | |||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 54,880 | 4.72 | 537 | 3.67 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,520 | 0.00 | 15 | -6.67 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 28,209 | 0.21 | 276 | -0.72 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 555 | 5 | ||||||
| 2025-07-15 | 13F | Kentucky Trust Co | 653,751 | 1.55 | 6,400 | 0.53 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 7,753 | -49.27 | 76 | -50.33 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 10,059 | 0.00 | 98 | -1.01 | ||||
| 2025-05-02 | 13F | Larson Financial Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 221,829 | -3.74 | 2,172 | -4.74 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 13,232 | 0.10 | 130 | -0.77 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 21,689 | -6.22 | 210 | -1.41 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 20,311 | -4.37 | 199 | -5.71 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 18,530 | 0.00 | 181 | -1.09 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 11,520 | 0.00 | 113 | -0.88 | ||||
| 2025-07-14 | 13F | LCM Capital Management Inc | 21,237 | 0.00 | 208 | -1.43 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 125,832 | 87.91 | 1,232 | 85.95 | ||||
| 2025-05-05 | 13F | CBIZ Investment Advisory Services, LLC | 137 | 1 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 16,835 | 166 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 27,056 | 0.00 | 265 | -1.12 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 401 | 0.00 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 10,142 | -2.75 | 99 | -3.88 | ||||
| 2025-08-12 | 13F | Bokf, Na | 10,619 | 0.00 | 104 | -1.90 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 517 | 1.97 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 26,974 | -3.50 | 264 | -4.35 |
