Mga Batayang Estadistika
| Pemilik Institusional | 176 total, 176 long only, 0 short only, 0 long/short - change of -1.12% MRQ |
| Alokasi Portofolio Rata-rata | 0.1482 % - change of -6.21% MRQ |
| Saham Institusional (Jangka Panjang) | 46,435,842 (ex 13D/G) - change of 18.27MM shares 64.85% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 390,779 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Guggenheim Strategic Opportunities Fund (US:GOF) memiliki 176 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 46,435,842 saham. Pemegang saham terbesar meliputi Kingstone Capital Partners Texas, LLC, Morgan Stanley, LPL Financial LLC, Verus Capital Partners, Llc, UBS Group AG, Raymond James Financial Inc, Mml Investors Services, Llc, Advisor Group Holdings, Inc., Change Path, LLC, and Envestnet Asset Management Inc .
Struktur kepemilikan institusional Guggenheim Strategic Opportunities Fund (NYSE:GOF) 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 4, 2025 is 15.08 / share. Previously, on September 5, 2024, the share price was 15.44 / share. This represents a decline of 2.33% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 77,521 | 2.65 | 1,154 | -1.79 | ||||
| 2025-04-23 | 13F | Walkner Condon Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Bank & Trust Co | 32 | 0.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 22,523 | 11.93 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 730,756 | 70.77 | 10,881 | 63.31 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 21,028 | -3.66 | 313 | -7.67 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 112,171 | -1.83 | 1,670 | -6.07 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 1,500 | 0.00 | 22 | -4.35 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 73,707 | 2.48 | 1,097 | -1.97 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 207,675 | 11.52 | 3,092 | 6.66 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 1,877,230 | 19.36 | 27,952 | 14.15 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 21,441 | 3.96 | 319 | -0.62 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,539 | 0.00 | 216 | -4.42 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 316,322 | 42.60 | 4,710 | 36.40 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 695 | 2.66 | 10 | 0.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 199,877 | 11.09 | 2,976 | 6.25 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 78,710 | 2.39 | 1,172 | -2.09 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 80,886 | -11.38 | 1,211 | -7.42 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 19,747 | 22.24 | 294 | 17.13 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 713 | 0.00 | 11 | -9.09 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 12,301 | 183 | ||||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 2,258 | 0.00 | 34 | -5.71 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 27,975 | 113.53 | 417 | 104.93 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 3,122 | 3.51 | 0 | |||||
| 2025-05-14 | 13F | Semmax Financial Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11,015 | -2.55 | 164 | -6.29 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 10,588 | 3.76 | 158 | -0.63 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,293 | 0.97 | 34 | -2.86 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 128,699 | 198.03 | 1,916 | 185.12 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 19,395 | 302 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 11,900 | 0.08 | 0 | |||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 21,660 | 28.94 | 323 | 34.17 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 19,489 | 21.97 | 290 | 16.94 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 102,502 | 3.72 | 1,526 | -0.78 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,522,861 | 3.41 | 22,675 | -1.10 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 48,243 | 11.86 | 718 | 7.00 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2,110 | 0.00 | 33 | 0.00 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | TrueMark Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 6 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 201,781 | 540.45 | 3,005 | 513.06 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 14,510 | 240.21 | 216 | 232.31 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 19,855 | 0.00 | 296 | -4.53 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 30,538 | 22.94 | 455 | 17.62 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 78,518 | -0.03 | 1,169 | -4.34 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 24,079 | 3.61 | 359 | -0.83 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1,983 | 0.00 | 30 | -3.33 | ||||
| 2025-07-08 | 13F | Parisi Gray Wealth Management | 50,975 | 0.00 | 759 | -4.29 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 236,170 | -63.37 | 4 | -70.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,051,627 | 5.57 | 30,549 | 0.96 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 21,700 | 14.20 | 323 | 9.49 | ||||
| 2025-07-14 | 13F | Gridiron Partners, LLC | 10,000 | 0.00 | 149 | -4.52 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 68,229 | -5.26 | 1,016 | -9.46 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 659 | 0.00 | 10 | -10.00 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 43,312 | -3.48 | 645 | -7.74 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12,904 | 19.93 | 192 | 14.97 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 79 | 1 | ||||||
| 2025-05-09 | 13F | Gill Capital Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 55,205 | 22.41 | 822 | 16.95 | ||||
| 2025-03-11 | 13F/A | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 679,066 | 11.96 | 10,111 | 7.07 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 83,750 | 92.31 | 1,247 | 83.92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 59,038 | 100.72 | 879 | 92.34 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 13,835 | -88.26 | 206 | -88.77 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 43,327 | -2.26 | 643 | -6.96 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 227,244 | 4.14 | 3,384 | -0.41 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 14,592 | -2.34 | 217 | -6.47 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 69,301 | 0.00 | 1,032 | -4.45 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 346,789 | -10.34 | 5,164 | -14.26 | ||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 216,834 | 1.36 | 3,229 | -3.06 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 33,166 | 0.00 | 494 | -4.46 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 13,964 | 208 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 176,925 | -2.36 | 3 | 0.00 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 12,682 | -10.75 | 189 | -14.93 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 433,655 | -2.26 | 6,457 | -6.52 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 36,808 | 3.07 | 548 | -1.44 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 24,430 | 13.02 | 364 | 8.04 | ||||
| 2025-05-08 | 13F | Main Street Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 13,667 | -0.07 | 204 | -4.25 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 115,420 | 30.97 | 1,719 | 25.22 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 230,090 | 0.19 | 3,426 | -4.17 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 186 | 0.00 | 3 | 0.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 97 | -99.43 | 1 | -99.62 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 222,731 | -13.87 | 3,316 | -17.47 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 20,059 | 2.71 | 299 | -1.97 | ||||
| 2025-04-30 | 13F | Allworth Financial LP | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12,764 | -6.44 | 190 | -10.38 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 4,676 | 0.00 | 70 | -4.17 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3,417 | 3.95 | 51 | -1.96 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 26 | -99.40 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 801,302 | 0.61 | 12 | -8.33 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 38,562 | 9.98 | 574 | 5.32 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 4,000 | 0.00 | 60 | -4.84 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 28,930 | -5.09 | 431 | -9.28 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 346,789 | -10.34 | 5 | -16.67 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 56,269 | -13.34 | 838 | -17.13 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 50,550 | 1 | ||||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 32,589 | 4.80 | 485 | 0.21 | ||||
| 2025-08-08 | 13F | Creative Planning | 10,064 | -54.70 | 150 | -56.81 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 30,596 | 75.97 | 456 | 68.52 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 9,196 | 63.28 | 137 | 56.32 | ||||
| 2025-08-01 | 13F | Motco | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 11,070 | 165 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2,461 | 0.00 | 37 | -5.26 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 31,000 | -12.11 | 462 | -16.03 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 76,789 | 0.32 | 1,143 | -4.03 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 50,711 | 1.49 | 755 | -2.83 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 71,424 | -4.19 | 1,064 | -8.36 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 10,000 | 0.00 | 149 | -4.52 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 47,339 | 6.61 | 705 | 1.88 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 2,006 | 30 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1,355 | 6.27 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 283,722 | 7.70 | 4 | 0.00 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 19,403 | 0.00 | 289 | -4.64 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 13,445 | -16.09 | 200 | -19.68 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 271 | 0.00 | 4 | 0.00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 30,379 | -33.05 | 452 | -34.68 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 4,000 | 60 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 92,537 | -4.88 | 1,392 | -0.78 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 11,030 | 164 | ||||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 42,331 | 2.89 | 630 | -1.56 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 2,940 | 0.00 | 44 | -4.44 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,144 | -70.57 | 47 | -72.29 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 7,000 | 0.00 | 104 | -3.70 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 149,327 | 14.19 | 2,223 | 9.18 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 770,890 | 3.07 | 11,479 | -1.43 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 20,383 | 5.16 | 304 | 0.66 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 15,941 | 3.43 | 237 | -0.84 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 47,641 | 1.85 | 709 | -2.61 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 424,839 | -41.59 | 6,326 | -44.14 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 17,597 | 262 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 10,546 | 0.00 | 157 | -1.87 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 35 | 0.00 | 1 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 31,504 | 0.00 | 469 | -4.29 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 30,008 | 1.19 | 447 | -3.25 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 750 | 0.00 | 11 | 0.00 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 10,979 | 0.00 | 163 | -4.12 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 325 | 5 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 145,460 | 9.56 | 2,166 | 6.91 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | HYIN - WisdomTree Alternative Income Fund N/A | 113,087 | 7.51 | 1,666 | 0.73 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 34,008 | 22.98 | 506 | 17.67 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 70,038 | 1.33 | 1,043 | -3.16 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 49,945 | -45.75 | 744 | -48.15 | ||||
| 2025-07-24 | 13F | Eastern Bank | 4,073 | 0.00 | 61 | -4.76 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 56,531 | -1.78 | 842 | -6.14 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 52,357 | -6.78 | 780 | -10.87 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 27,591 | 0.00 | 411 | -4.43 | ||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 238,400 | 3.56 | 3,550 | -0.98 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 3,654 | 0.00 | 54 | -3.57 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 13,101 | 204 | ||||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 92,647 | 108.18 | 1,380 | 99.28 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 17,953,239 | 288 | ||||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 551,009 | 4.03 | 8,205 | -0.51 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 10,092 | -2.63 | 150 | -6.83 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 19,323 | 7.99 | 288 | 3.24 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 26,125 | 1.86 | 389 | -2.51 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10,979 | 0.00 | 163 | -4.12 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 9,708 | 0.00 | 145 | -4.64 | ||||
| 2025-05-15 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 89,696 | 327.63 | 1,336 | 309.51 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 16,982 | 8.48 | 253 | 3.70 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 141,449 | 7.19 | 2,106 | 2.53 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 17,825 | 24.95 | 265 | 19.37 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 107,752 | 2.43 | 1,604 | -2.02 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 196,262 | 0.00 | 2,922 | -4.35 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 60,747 | -76.42 | 905 | -77.47 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 958,371 | -17.71 | 14,270 | -21.30 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 24,641 | -21.77 | 367 | -25.31 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10,296 | 153 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 26 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 7,851 | 3.99 | 120 | 1.71 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,826 | -20.70 | 57 | -16.42 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 23,214 | 56.32 | 346 | 49.35 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 129,941 | 6.94 | 1,935 | 2.27 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 445,056 | 108.65 | 6,627 | 99.52 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 43,314 | 58.51 | 645 | 51.53 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 659,129 | 6.58 | 9,814 | 1.92 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7,297,290 | 6.33 | 108,657 | 1.69 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 20,710 | 2.55 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 740,653 | 8.49 | 11,028 | 3.75 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 24,819 | 0.47 | 370 | -3.91 | ||||
| 2025-07-09 | 13F | David J Yvars Group | 22,463 | 0.90 | 334 | -3.47 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 12,055 | 0.00 | 179 | -4.28 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 11,374 | 0.31 | 169 | -3.98 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 300,610 | -55.21 | 4 | -60.00 |
