Mga Batayang Estadistika
Pemilik Institusional | 151 total, 151 long only, 0 short only, 0 long/short - change of 7.09% MRQ |
Alokasi Portofolio Rata-rata | 0.2883 % - change of -15.64% MRQ |
Saham Institusional (Jangka Panjang) | 17,495,634 (ex 13D/G) - change of 0.69MM shares 4.12% MRQ |
Nilai Institusional (Jangka Panjang) | $ 828,234 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - November (US:FNOV) memiliki 151 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 17,495,634 saham. Pemegang saham terbesar meliputi BUFR - FT Cboe Vest Fund of Buffer ETFs, BUFG - FT Cboe Vest Buffered Allocation Growth ETF, Cetera Investment Advisers, Envestnet Asset Management Inc, Raymond James Financial Inc, Advisor Group Holdings, Inc., LPL Financial LLC, Commonwealth Equity Services, Llc, Assetmark, Inc, and Cwm, Llc .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - November (BATS:FNOV) 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 10, 2025 is 52.10 / share. Previously, on September 11, 2024, the share price was 46.73 / share. This represents an increase of 11.50% 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) |
|
---|---|---|---|---|---|---|---|---|
2025-07-23 | FIRST TRUST PORTFOLIOS LP | 11,491,588 | 12,194,520 | 6.12 | 64.52 | 2.74 |
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-25 | 13F | Cwm, Llc | 168,729 | -2.31 | 8 | 0.00 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 468 | 0.00 | 23 | 9.52 | ||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 4,445 | 223 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 22,078 | 268.40 | 1,106 | 296.42 | ||||
2025-08-04 | 13F | Arbor Capital Management Inc /adv | 10,134 | -5.64 | 514 | 2.19 | ||||
2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-22 | 13F | Accel Wealth Management | 6,565 | -1.50 | 329 | 5.47 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 200 | 0.00 | 10 | 11.11 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 13,235 | -3.27 | 669 | 4.70 | ||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 11,772 | 590 | ||||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 990 | 0.00 | 50 | 6.52 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 5,595 | -12.44 | 280 | -6.04 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5,183 | 0.00 | 260 | 7.47 | ||||
2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 15,676 | -6.00 | 786 | 0.90 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 2,478 | 671.96 | 0 | -100.00 | ||||
2025-07-25 | NP | BUFR - FT Cboe Vest Fund of Buffer ETFs This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,301,344 | 1.29 | 548,108 | 1.48 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 9,164 | 459 | ||||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 6,265 | 0.18 | 314 | 7.56 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 25,016 | -0.08 | 1,254 | 7.28 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 2,496 | 0.00 | 0 | |||||
2025-08-14 | 13F | Mariner, LLC | 61,531 | -3.80 | 3,083 | 3.28 | ||||
2025-07-24 | 13F | Blair William & Co/il | 750 | 0.00 | 38 | 5.71 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 6,930 | -39.33 | 347 | -34.90 | ||||
2025-07-15 | 13F | McCarthy & Cox | 53,069 | -0.89 | 2,659 | 6.40 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 569 | 21.32 | 29 | 33.33 | ||||
2025-05-12 | 13F | WealthPLAN Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 750 | 0.00 | 38 | 5.71 | ||||
2025-08-07 | 13F | 1st Source Bank | 20,611 | 0.00 | 1,033 | 7.39 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 9,520 | -0.10 | 477 | 7.43 | ||||
2025-08-14 | 13F/A | Barclays Plc | 4,038 | -6.11 | 0 | |||||
2025-05-09 | 13F | Scotia Capital Inc. | 0 | -100.00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 371,677 | -1.48 | 18,524 | 5.21 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 14,355 | -14.97 | 719 | -8.64 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 2,941 | -87.77 | 147 | -86.90 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 14,301 | -48.47 | 717 | -44.71 | ||||
2025-04-22 | NP | BUFG - FT Cboe Vest Buffered Allocation Growth ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 800,927 | -21.15 | 38,773 | -7.51 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 25,339 | 13.53 | 1,270 | 21.79 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1,176 | 0.00 | 59 | 7.41 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 6,329 | 0.00 | 317 | 7.46 | ||||
2025-08-14 | 13F | Colony Group, LLC | 5,094 | 255 | ||||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 47,667 | -3.30 | 2,389 | 3.83 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 49,196 | -2.11 | 2,465 | 5.12 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 59,090 | -3.03 | 3 | 0.00 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 47,637 | -0.52 | 2,387 | 6.85 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 18,348 | 919 | ||||||
2025-08-12 | 13F | Change Path, LLC | 116,002 | 1,138.41 | 5,813 | 1,229.98 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 7,084 | 0.00 | 355 | 7.27 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 5,138 | 257 | ||||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 46,442 | 0.11 | 2,327 | 7.48 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 36,981 | -2.25 | 1,853 | 4.99 | ||||
2025-08-08 | 13F | 1776 Wealth LLC | 12,657 | -12.90 | 634 | -6.49 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 5,542 | 0 | ||||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 1,454 | -12.46 | 73 | -8.86 | ||||
2025-07-18 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 16,261 | 815 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 276 | 0.00 | 14 | 0.00 | ||||
2025-05-02 | 13F | SBI Securities Co., Ltd. | 0 | -100.00 | 0 | |||||
2025-04-14 | 13F | Range Financial Group LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 9,913 | 0.00 | 497 | 7.36 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 527 | 0.00 | 26 | 8.33 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 58,953 | 8.63 | 2,954 | 16.67 | ||||
2025-08-12 | 13F | Archer Investment Corp | 2,325 | 0.00 | 117 | 7.41 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 1,094 | 0.00 | 55 | 5.88 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 12,935 | 7.43 | 648 | 15.51 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 14,823 | 0.00 | 743 | 7.38 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 69,046 | -28.84 | 3,460 | -23.61 | ||||
2025-08-07 | 13F | Altman Advisors, Inc. | 114,531 | 13.52 | 4,424 | 24.73 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 7,199 | -3.08 | 361 | 4.05 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 46,132 | 4.10 | 2,350 | 13.64 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 6,500 | 0.00 | 326 | 7.26 | ||||
2025-08-14 | 13F | Beck Capital Management, Llc | 22,365 | -0.60 | 1,121 | 6.67 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 52,230 | 303.41 | 2,030 | 235.93 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 17,635 | 3.87 | 843 | 6.44 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 30,328 | -1.62 | 1,520 | 5.63 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 12,737 | -0.41 | 1 | |||||
2025-07-16 | 13F | Novem Group | 13,072 | 0.00 | 655 | 7.38 | ||||
2025-04-04 | 13F | Sage Capital Advisors,llc | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | ERn Financial, LLC | 55,875 | -10.59 | 2,800 | -4.01 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 9,879 | -1.20 | 495 | 6.22 | ||||
2025-07-28 | 13F | ForthRight Wealth Management, LLC | 7,365 | 0.00 | 369 | 7.58 | ||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 6,952 | 0.00 | 348 | 7.41 | ||||
2025-08-12 | 13F | LPL Financial LLC | 223,521 | 5.11 | 11,201 | 12.86 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 5,200 | 0.00 | 261 | 7.44 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 14,850 | -0.16 | 744 | 7.20 | ||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 8,799 | -1.39 | 441 | 5.77 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 5,123 | 0.00 | 257 | 7.11 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 15,441 | -1.97 | 774 | 5.17 | ||||
2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 4,250 | 0.00 | 203 | 0.00 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 18,341 | 37.22 | 919 | 47.51 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | TFB Advisors LLC | 14,074 | -5.57 | 705 | 1.44 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 34,166 | -29.11 | 1,712 | -23.88 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 23,366 | 33.00 | 1 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 184,808 | -25.81 | 9 | -18.18 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 9,764 | -93.81 | 0 | -100.00 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 560 | 0.00 | 28 | 7.69 | ||||
2025-08-04 | 13F | Family Wealth Group, LLC | 28,999 | 11.92 | 1,453 | 20.18 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 6,174 | 309 | ||||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 3,086 | 0.00 | 155 | 6.94 | ||||
2025-04-28 | 13F | Clear Creek Financial Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 4,362 | -10.71 | 219 | -3.96 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 14,763 | -27.22 | 740 | -23.10 | ||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 4,421 | 0.00 | 222 | 7.28 | ||||
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 4,208 | 0 | ||||||
2025-07-25 | 13F | We Are One Seven, LLC | 4,633 | 232 | ||||||
2025-05-12 | 13F | WealthPlan Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 33,133 | -2.07 | 1,660 | 5.13 | ||||
2025-04-29 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Brookstone Capital Management | 14,013 | -23.92 | 702 | -18.28 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 6,686 | -58.94 | 335 | -55.86 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 4,296 | -54.65 | 215 | -51.36 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 20,957 | 7.46 | 1,050 | 16.54 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 29,537 | -1.12 | 1,480 | 6.17 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 14,085 | 706 | ||||||
2025-07-09 | 13F | Beacon Financial Group | 7,260 | 0.00 | 364 | 7.40 | ||||
2025-07-15 | 13F | Legacy Solutions, Llc | 6,203 | -3.77 | 311 | 3.33 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 39,178 | -0.64 | 2 | 0.00 | ||||
2025-07-18 | 13F | Truist Financial Corp | 20,568 | 12.71 | 1,031 | 21.03 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | World Equity Group, Inc. | 12,723 | 638 | ||||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 7,700 | 0.00 | 386 | 7.24 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 763,457 | 48.41 | 38,257 | 59.35 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 19,737 | -31.64 | 989 | -26.58 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 28,050 | 0.00 | 1,406 | 7.33 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 4,046 | -45.97 | 203 | -42.12 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 923 | -36.12 | 47 | -29.85 | ||||
2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Fragasso Group Inc. | 44,505 | 0.20 | 2,230 | 7.63 | ||||
2025-07-23 | 13F | RiverTree Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 8,850 | 443 | ||||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 23,862 | 24.63 | 1,196 | 33.82 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 963 | 48 | ||||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 7,266 | -15.50 | 364 | -9.23 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 465,949 | 381.14 | 23,349 | 416.66 | ||||
2025-08-14 | 13F | UBS Group AG | 10,014 | 78.47 | 502 | 91.95 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 908 | 45 | ||||||
2025-08-15 | 13F | Morgan Stanley | 852 | 27.16 | 43 | 35.48 | ||||
2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | Bullseye Investment Management, LLC | 11,450 | 0.00 | 534 | 0.00 | ||||
2025-08-07 | 13F | Allworth Financial LP | 3,646 | 0.00 | 183 | 8.98 | ||||
2025-08-14 | 13F | Fortress Private Ledger, Llc | 4,147 | 208 | ||||||
2025-08-04 | 13F | Spire Wealth Management | 4,100 | -19.86 | 205 | -13.87 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 42,964 | -0.23 | 2,153 | 7.12 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 6,959 | -3.71 | 349 | 3.26 | ||||
2025-08-12 | 13F | MAI Capital Management | 5,075 | 0.00 | 254 | 7.63 | ||||
2025-04-30 | 13F | Pineridge Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Oder Investment Management, LLC | 19,960 | 0.00 | 1,000 | 7.41 | ||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 12,875 | 0.00 | 645 | 7.50 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 455,481 | 3.62 | 22,824 | 11.26 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 62,443 | -1.11 | 3,129 | 6.21 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 15,494 | -0.51 | 776 | 6.89 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 21,634 | -3.78 | 1,084 | 3.34 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 14,452 | 0.00 | 724 | 7.42 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 61,386 | 0.00 | 3,076 | 7.40 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 11,326 | 0.00 | 574 | 8.94 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 73,011 | -8.64 | 3,659 | -1.90 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 8,609 | 2.49 | 431 | 9.95 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 38,247 | 3.21 | 1,917 | 10.82 | ||||
2025-08-13 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 61 | 0.00 | 3 | 50.00 | ||||
2025-08-04 | 13F | Assetmark, Inc | 184,272 | 32.71 | 9,234 | 42.48 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 200 | 0.00 | 10 | 11.11 | ||||
2025-08-04 | 13F | Atria Investments Llc | 49,961 | 597.49 | 2,504 | 649.40 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Armis Advisers, LLC | 71,358 | -9.31 | 3,576 | -2.64 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 14,203 | -6.50 | 712 | 0.42 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 790 | 0.00 | 40 | 8.33 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 18,969 | 0.00 | 1 |