Mga Batayang Estadistika
| Pemilik Institusional | 129 total, 129 long only, 0 short only, 0 long/short - change of 0.78% MRQ |
| Alokasi Portofolio Rata-rata | 0.2283 % - change of -30.16% MRQ |
| Saham Institusional (Jangka Panjang) | 4,925,323 (ex 13D/G) - change of 0.70MM shares 16.67% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 202,978 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - September (US:FSEP) memiliki 129 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 4,925,323 saham. Pemegang saham terbesar meliputi BUFR - FT Cboe Vest Fund of Buffer ETFs, Envestnet Asset Management Inc, Cetera Investment Advisers, Advisor Group Holdings, Inc., Cwm, Llc, Commonwealth Equity Services, Llc, Raymond James Financial Inc, LPL Financial LLC, Assetmark, Inc, and Kestra Advisory Services, LLC .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - September (BATS:FSEP) 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 8, 2025 is 49.99 / share. Previously, on September 9, 2024, the share price was 44.42 / share. This represents an increase of 12.53% 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-04-23 | FIRST TRUST PORTFOLIOS LP | 11,783,034 | 12,029,846 | 2.09 | 68.25 | 4.84 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 27,497 | -0.20 | 1 | 0.00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 3,951 | 0 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 10,079 | 0.00 | 484 | 7.57 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 27,170 | -1.13 | 1,304 | 6.54 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 10,475 | -1.87 | 503 | 5.68 | ||||
| 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 | 11,887,754 | 1.82 | 551,427 | 2.23 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 9,053 | -5.90 | 440 | 2.09 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 14,509 | 0.00 | 697 | 7.41 | ||||
| 2025-04-29 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 7,491 | 735.12 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 15,257 | 0.00 | 732 | 7.81 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4,193 | 179.16 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 19,778 | 0.04 | 950 | 7.84 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1,300 | 0.00 | 62 | 8.77 | ||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 34,158 | 1,640 | ||||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 12,312 | 591 | ||||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 750 | -83.15 | 0 | |||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 5,225 | -9.02 | 251 | -1.96 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 6,104 | -57.92 | 293 | -54.64 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 9,000 | 0 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 7,841 | -7.87 | 376 | -0.79 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 10,182 | 489 | ||||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 9,070 | 0.00 | 435 | 7.67 | ||||
| 2025-08-08 | 13F | Share Andrew L. | 6,000 | 0.00 | 288 | 7.87 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 25,353 | 0.00 | 1,217 | 7.79 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 7,314 | 0.00 | 351 | 8.00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,916 | 533.91 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 330,359 | 4.94 | 15,762 | 12.39 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8,360 | -12.80 | 401 | -6.09 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9,241 | -0.55 | 444 | 6.75 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | McCarthy & Cox | 17,656 | 0.00 | 848 | 7.76 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 10,932 | 525 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,055 | 99 | ||||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 127,290 | 532.59 | 6,111 | 582.03 | ||||
| 2025-05-14 | 13F | Valtinson Bruner Financial Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 32,130 | -0.09 | 1,543 | 7.68 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 4,665 | 0.00 | 224 | 7.73 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 12,770 | 613 | ||||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 73,408 | 0.00 | 3,524 | 7.77 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8,568 | 20.61 | 411 | 30.06 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 9,067 | 435 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 8,571 | -42.08 | 411 | -39.20 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 9,517 | 0.00 | 457 | 7.80 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 285,613 | -6.92 | 14 | 0.00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 10,938 | 2.26 | 525 | 10.29 | ||||
| 2025-04-14 | 13F | Range Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 9,696 | 0.00 | 466 | 7.89 | ||||
| 2025-08-08 | 13F | Rockefeller Capital Management L.P. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-06 | 13F | Opes Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 5,600 | -5.96 | 269 | 1.13 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 106,319 | 0.00 | 5,104 | 7.77 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 48,311 | -12.76 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 86,792 | -15.65 | 4,167 | -9.10 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 553 | 0.00 | 27 | 8.33 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5,317 | -12.81 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13,530 | 6.93 | 650 | 15.28 | ||||
| 2025-07-16 | 13F | Novem Group | 9,590 | 0.00 | 460 | 7.73 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 143,410 | -12.02 | 6,885 | -5.19 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 19,214 | -5.50 | 922 | 1.88 | ||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 4,716 | 0.00 | 226 | 7.62 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 80,771 | -13.54 | 3,878 | -6.83 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 843 | 0.00 | 40 | 8.11 | ||||
| 2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 7,796 | -6.40 | 374 | 0.81 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 10,343 | -3.14 | 461 | -5.54 | ||||
| 2025-05-15 | 13F | Advisory Services Network, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | ERn Financial, LLC | 48,253 | -16.39 | 2,317 | -9.92 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 24,080 | 0.24 | 1,156 | 8.04 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 20,006 | -3.99 | 960 | 3.45 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 17,338 | -4.86 | 832 | 2.59 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4,517 | 0.13 | 217 | 8.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 29,174 | -1.38 | 1,401 | 6.30 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8,495 | -25.70 | 408 | -20.04 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 7,766 | 0.00 | 373 | 7.83 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 192,968 | 32.69 | 9,264 | 43.01 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 194,904 | 95.05 | 9,357 | 110.22 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 219,025 | -8.26 | 11 | 0.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 15,719 | 55.17 | 718 | 59.20 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 13,621 | 0.80 | 668 | 12.08 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 4,645 | -4.62 | 207 | -7.21 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 18,660 | 8.79 | 896 | 18.07 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 34,980 | -0.23 | 1,679 | 7.56 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 64,844 | 7.32 | 3,113 | 15.64 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 1,600 | 0.00 | 77 | 7.04 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 32,894 | 14.77 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 14,325 | -1.39 | 688 | 6.18 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 5,456 | 11.71 | 262 | 20.28 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 12,302 | 0.00 | 591 | 7.66 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 675 | 0.00 | 32 | 6.67 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 14,900 | 0.00 | 715 | 7.84 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 31,082 | 0.00 | 1,492 | 7.80 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 4,288 | 206 | ||||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 64,020 | -2.07 | 3,074 | 5.53 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 28,372 | -8.28 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 340,663 | 212.76 | 16,355 | 237.06 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 24,581 | -10.16 | 1,180 | -3.12 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 4,563 | -1.13 | 219 | 6.83 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 19,943 | 0.00 | 957 | 7.77 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4,937 | -10.09 | 237 | -2.87 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3,122 | 45.62 | 150 | 56.84 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 15,199 | 14.26 | 730 | 23.14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 11,659 | 560 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 13,805 | -3.59 | 663 | 3.92 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5,830 | 0.00 | 280 | 7.72 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 9,518 | -9.57 | 457 | -2.56 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2,310 | 0.00 | 111 | 6.80 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 400 | -97.80 | 19 | -97.65 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5,679 | 0.00 | 273 | 7.94 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 5,600 | 0.00 | 269 | 7.63 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 49,261 | -6.54 | 2,365 | 0.68 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 645,003 | 151.37 | 30,966 | 170.89 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2,829 | 136 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 4,242 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 35,425 | 6.89 | 1,701 | 15.18 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 45,616 | 2,190 | ||||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 5,023 | -9.41 | 241 | -2.43 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 11,071 | -44.25 | 532 | -40.74 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 12,298 | 90.52 | 590 | 105.57 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1,036 | 0.00 | 50 | 6.52 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 133,418 | -5.53 | 6,405 | 1.81 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 114,248 | -0.24 | 5,485 | 7.51 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 16,478 | -2.01 | 791 | 5.61 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 8,282 | 0.00 | 410 | 11.44 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 90 | -50.00 | 4 | -50.00 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 5,100 | 0.00 | 245 | 7.49 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 106,261 | -1.39 | 5,101 | 6.27 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 25,279 | 0.00 | 1,214 | 7.73 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 31,830 | -1.85 | 1,528 | 5.82 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 14,126 | 0.00 | 1 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7,380 | -59.79 | 354 | -56.67 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8,299 | 0.00 | 406 | 10.93 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 22,039 | -4.82 | 1,058 | 2.62 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 17,957 | 3.52 | 862 | 11.66 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 500 | 0.00 | 24 | 9.09 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 204,595 | -5.37 | 9,822 | 1.98 |
