Mga Batayang Estadistika
| Pemilik Institusional | 186 total, 186 long only, 0 short only, 0 long/short - change of -1.59% MRQ |
| Alokasi Portofolio Rata-rata | 0.3360 % - change of -3.64% MRQ |
| Saham Institusional (Jangka Panjang) | 66,445,489 (ex 13D/G) - change of -1.06MM shares -1.57% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,240,086 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF (US:FPEI) memiliki 186 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 66,445,489 saham. Pemegang saham terbesar meliputi Morgan Stanley, UBS Group AG, Royal Bank Of Canada, Bank Of America Corp /de/, LPL Financial LLC, GWM Advisors LLC, Smith Chas P & Associates Pa Cpas, Envestnet Asset Management Inc, Raymond James Financial Inc, and Merit Financial Group, LLC .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF (ARCA:FPEI) 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 19.27 / share. Previously, on September 11, 2024, the share price was 18.82 / share. This represents an increase of 2.39% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 10,894 | 0.75 | 207 | 1.98 | ||||
| 2025-08-28 | NP | TFAZX - TFA Tactical Income Fund Class I | 43,918 | -7.51 | 834 | -5.98 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4,358,113 | 30.69 | 82,760 | 32.71 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 300 | 0.00 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 795,921 | 5.12 | 15,115 | 6.75 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 192,208 | 3.96 | 3,650 | 5.58 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 34,922 | 49.89 | 663 | 52.41 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 147,563 | 0.32 | 2,802 | 1.85 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 79,570 | 17.79 | 1,511 | 19.64 | ||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 19,207 | -10.93 | 365 | -9.68 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 108,300 | 2,057 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2,361,031 | 5.05 | 44,836 | 6.68 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 58,534 | 9.91 | 1,112 | 11.66 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 11,775 | 0.00 | 224 | 1.36 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 52,752 | -0.80 | 1,002 | 0.70 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 24,750 | 0.00 | 470 | 1.73 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 17,068 | -13.40 | 324 | -11.96 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,046 | -74.71 | 77 | -74.58 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 35,706 | -10.46 | 678 | -8.99 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 123,022 | 3.20 | 2,301 | 3.28 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 10,973 | 208 | ||||||
| 2025-08-14 | 13F | Vista Investment Management | 265,973 | 3.58 | 5,051 | 5.19 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 75,478 | 1.74 | 1,433 | 3.32 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 5,000 | 0.00 | 95 | 1.08 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3,163 | 4.18 | 60 | 7.14 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 67,867 | -5.87 | 1,289 | -4.45 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 25,614 | 0.00 | 486 | 1.67 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 407 | 8 | ||||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 17,693 | 0.00 | 336 | 1.52 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 28,272 | 0.45 | 537 | 1.90 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 583 | 1.57 | 11 | 10.00 | ||||
| 2025-05-15 | 13F | Asset Allocation Strategies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 114,675 | 26.13 | 2,178 | 28.06 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,866 | 35 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10,273 | -19.43 | 195 | -18.07 | ||||
| 2025-08-01 | 13F | United Capital Management of KS, Inc. | 48,927 | -23.00 | 929 | -21.80 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 52,664 | 17.23 | 1,000 | 19.05 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 13,325 | -1.84 | 253 | 0.00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 11,155 | 1.45 | 212 | 2.93 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 2,607 | -35.34 | 50 | -34.67 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 29,133 | -3.96 | 553 | -2.47 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 38,744 | 2.52 | 736 | 4.11 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 132,378 | -12.88 | 2,514 | -11.55 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 148,917 | -0.08 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | FUKOKU MUTUAL LIFE INSURANCE Co | 620,000 | 0.00 | 11,774 | 1.54 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 157,472 | -23.31 | 3 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,057,676 | -16.47 | 39,075 | -15.17 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 127,429 | -7.16 | 2,420 | -5.73 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 81,808 | -0.63 | 1,554 | 0.91 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,103 | -41.61 | 21 | -42.86 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 11,843 | -3.40 | 225 | -2.18 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Kovack Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 24,000 | 0.00 | 454 | 1.12 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 55,940 | -5.07 | 1,062 | -3.54 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 98,297 | 16.60 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 371,048 | 3.58 | 7,046 | 5.18 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 10,720 | 1.45 | 204 | 3.05 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 45 | -87.32 | 1 | -100.00 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 79,314 | 2.27 | 1,506 | 3.86 | ||||
| 2025-08-14 | 13F | UBS Group AG | 8,622,303 | 0.69 | 163,738 | 2.26 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 12,545 | 4.15 | 238 | 5.78 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19,098 | 363 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 424,287 | -70.97 | 8,057 | -70.52 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 65,744 | -10.24 | 1,248 | -8.84 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 10,755 | 0.00 | 204 | 1.49 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2,141 | -0.56 | 41 | 0.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,536 | -71.03 | 48 | -70.55 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 13,322 | -12.77 | 253 | -10.32 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 61,849 | -11.93 | 1,175 | -10.59 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,006,953 | 12.44 | 38,112 | 14.18 | ||||
| 2025-07-25 | NP | LDSF - First Trust Low Duration Strategic Focus 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 | 164,923 | 6.06 | 3,084 | 5.08 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 384 | 0.00 | 0 | |||||
| 2025-08-26 | NP | FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 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 | 87,473 | 2.11 | 1,661 | 3.75 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 200,050 | -44.04 | 3,799 | -43.19 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 247,200 | 4,694 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 46,232 | -41.29 | 878 | -40.42 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 69,558 | 0.32 | 1,321 | 1.85 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 587,075 | 37.94 | 11,149 | 40.09 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 33,011 | -9.09 | 627 | -7.81 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 120,914 | -0.95 | 2,296 | 0.61 | ||||
| 2025-05-02 | 13F | Stonebridge Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 66,499 | -42.69 | 1 | -50.00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 403,869 | -4.85 | 7,669 | -3.38 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 109,750 | 0.00 | 2,084 | 1.56 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 65,252 | 128.23 | 1,239 | 132.02 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 16,079 | -24.82 | 305 | -23.56 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 267,359 | -40.84 | 5,077 | -39.92 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 40,020 | -3.47 | 760 | -2.06 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 5,520 | 0.00 | 105 | 0.97 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,830 | 35 | ||||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 2,292,114 | 2.20 | 43,527 | 3.78 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 704,006 | -7.96 | 13,369 | -6.53 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 840,952 | 15,970 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 53,912 | -40.23 | 1,024 | -39.32 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 77,873 | 20.01 | 1,479 | 21.85 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 107,361 | -0.83 | 2,039 | 0.69 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 81,300 | 1,520 | ||||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 22,755 | 19.66 | 432 | 21.69 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 622 | 12 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 182,918 | 0.34 | 3,474 | 1.91 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 17,978 | 0.23 | 341 | 1.79 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 41,266 | -4.72 | 1 | |||||
| 2025-04-01 | 13F/A | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 35,239 | -55.12 | 669 | -54.30 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 10,914 | -0.52 | 207 | 0.98 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 17,487 | -13.59 | 332 | -12.17 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 22,989 | -39.50 | 437 | -38.59 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,344,070 | -5.90 | 82,494 | -4.44 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 119,647 | 3.16 | 2,272 | 4.80 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 125,133 | 29.05 | 2,376 | 31.05 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 11,578 | -58.62 | 220 | -58.13 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 33,500 | 0.00 | 636 | 1.60 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 24,448 | -3.61 | 464 | -2.11 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 64,257 | -14.05 | 1,220 | -12.73 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 102,135 | -63.79 | 1,940 | -63.23 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 37,087 | 4.00 | 704 | 5.71 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 12,570 | -92.02 | 239 | -91.92 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 10,626 | 202 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 300,449 | 9.28 | 5,706 | 10.97 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 27,148 | 0.00 | 516 | 1.58 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 125,602 | -2.02 | 2,385 | -0.50 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 784 | -38.56 | 15 | -39.13 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Smith, Moore & Co. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 9,293 | 0.00 | 176 | 1.73 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 50,610 | -1.82 | 970 | 3.42 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 71,759 | 14.25 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 72,505 | -0.71 | 1,377 | 0.81 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1,556,456 | 7.81 | 29,557 | 9.48 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 188,336 | 14.14 | 4 | 0.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 33,739 | 7.21 | 641 | 8.84 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 10,202 | -23.53 | 194 | -22.49 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 34,432 | 87.20 | 654 | 90.38 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 324,397 | 202.28 | 6,160 | 207.08 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 5 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 20,405 | 6.93 | 387 | 8.71 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,209,178 | 8.67 | 22,962 | 10.36 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 67,214 | 87.62 | 1,276 | 90.73 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 54,156 | -1.48 | 1,028 | 0.10 | ||||
| 2025-04-10 | 13F | Clarus Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Capital Analysts, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 49,757 | -2.12 | 945 | -0.63 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 264,187 | 419.44 | 5,017 | 427.44 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15,706 | 298 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 123,016 | -5.75 | 2,336 | -4.26 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 13,891 | 33.54 | 264 | 35.57 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 14,207 | -19.33 | 270 | -18.24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 15,444,691 | -8.47 | 293,295 | -7.05 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 722,611 | 4.21 | 13,702 | 5.67 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 951,002 | 65.65 | 18,060 | 68.23 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 28,238 | 536 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 11,658 | -25.13 | 221 | -24.05 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 48,000 | 11.15 | 912 | 13.17 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 41,481 | -3.48 | 788 | -1.99 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 101,965 | 0.24 | 1,936 | 1.79 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 14,240 | -0.70 | 270 | 0.75 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,410 | 0.00 | 65 | 1.59 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 138,271 | 2.10 | 2,626 | 3.67 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 30,000 | 0.00 | 1 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 31,358 | 0.08 | 595 | 1.88 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 262,064 | 7.89 | 4,977 | 9.56 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 146,708 | 0.00 | 2,786 | 1.53 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 27,617 | -7.32 | 524 | -2.78 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 23,392 | 444 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 25,265 | -0.37 | 480 | 1.05 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 863,024 | 4.69 | 16,389 | 6.31 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 172,601 | 7.01 | 3,278 | 8.65 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 151,555 | 231.78 | 2,878 | 237.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 66,478 | 5.12 | 1,262 | 6.77 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 176,044 | 138.77 | 3,343 | 142.60 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 82,211 | 0.01 | 1,561 | 1.56 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 70,163 | 19.87 | 1,332 | 21.76 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 56,668 | -65.81 | 1,076 | -65.27 | ||||
| 2025-07-28 | 13F | Essex LLC | 763,618 | -5.25 | 14,501 | -3.78 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,727,860 | -2.87 | 70,792 | -1.36 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 38,636 | 7.44 | 1 | |||||
| 2025-08-12 | 13F | Viawealth, Llc | 16,434 | 8.09 | 312 | 9.86 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 202,340 | 3,842 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 289,017 | -7.69 | 5 | 0.00 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 40,326 | 766 | ||||||
| 2025-05-01 | 13F | TFR Capital, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 49,664 | 1.39 | 943 | 3.06 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 14,760 | 27.64 | 280 | 29.63 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 158,831 | 6.45 | 3,016 | 8.10 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 18,548 | -57.23 | 352 | -56.54 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1,000 | 0.00 | 19 | 5.56 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 115,827 | -40.67 | 2,200 | -39.75 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1,500 | 0.00 | 28 | 0.00 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 374,347 | 0.00 | 7,000 | 0.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 21,424 | -13.54 | 408 | -12.10 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,711 | 0.00 | 32 | 3.23 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 54,488 | -2.08 | 1,036 | 2.07 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 10,700 | -73.12 | 203 | -72.72 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 17,454 | 331 |
