Mga Batayang Estadistika
| Pemilik Institusional | 168 total, 168 long only, 0 short only, 0 long/short - change of 1.81% MRQ |
| Alokasi Portofolio Rata-rata | 0.1188 % - change of -16.45% MRQ |
| Saham Institusional (Jangka Panjang) | 13,243,132 (ex 13D/G) - change of -1.60MM shares -10.77% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 336,146 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF (US:IBMN) memiliki 168 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 13,243,132 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Us Bancorp \de\, Kathmere Capital Management, LLC, GWM Advisors LLC, Wells Fargo & Company/mn, LPL Financial LLC, Integrated Wealth Concepts LLC, Morgan Stanley, Lido Advisors, LLC, and Leavell Investment Management, Inc. .
Struktur kepemilikan institusional iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF (BATS:IBMN) 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 26.76 / share. Previously, on September 9, 2024, the share price was 26.66 / share. This represents an increase of 0.36% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 35,362 | 0.00 | 945 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 32,659 | 5,083.97 | 874 | 5,362.50 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 201 | 5 | ||||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 20,500 | 0.00 | 1 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 3,700 | 0.00 | 99 | 0.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 36,032 | -18.58 | 964 | -18.51 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 312,295 | 12.62 | 8,358 | 12.69 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 50,371 | 8.28 | 1,348 | 8.36 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 31,370 | -0.98 | 840 | -0.94 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 53,617 | 4.98 | 1,435 | 4.98 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 169,978 | -33.80 | 5 | -33.33 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 32,267 | 864 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 12,573 | 0.00 | 336 | 0.00 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Arrow Financial Corp | 9,006 | 0.00 | 241 | 0.42 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27,236 | 729 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 46,692 | 17.62 | 1,250 | 17.72 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8,945 | -31.55 | 239 | -31.52 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 133,869 | -5.63 | 3,583 | -5.59 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 141 | 0.71 | 4 | 0.00 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 11,950 | 0.00 | 320 | 0.00 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 39,409 | -2.32 | 1,055 | -2.32 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 471 | 0.00 | 13 | 0.00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 61,770 | 2.35 | 1,653 | 2.42 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 91,837 | -11.01 | 2,458 | -10.98 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 10,702 | 0.05 | 286 | 0.00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 103,098 | -0.15 | 2,759 | -0.11 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 15,037 | 402 | ||||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 15,060 | -15.80 | 403 | -15.69 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 7,614 | 0.00 | 204 | 0.00 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 103,195 | 34.13 | 2,761 | 34.22 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 9,832 | 263 | ||||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 752 | 0.00 | 20 | 0.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 19,601 | -0.16 | 525 | -0.19 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 409,968 | 14.39 | 10,972 | 14.45 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 91,055 | 9.55 | 2,437 | 9.58 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 15,160 | 0.00 | 406 | 0.00 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 4,173 | 0.00 | 112 | 0.00 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 9,361 | 0.00 | 251 | 0.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 63,632 | -1.73 | 1,703 | -1.73 | ||||
| 2025-08-08 | 13F | Creative Planning | 18,872 | 0.00 | 505 | 0.20 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 4,495 | 0.00 | 120 | 0.00 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 33,753 | 0.00 | 903 | 0.11 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 301,659 | -1.48 | 8,073 | -1.43 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,953 | 70.87 | 52 | 73.33 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 412,808 | -0.86 | 11,048 | -0.81 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 156,257 | -9.54 | 4,182 | -9.50 | ||||
| 2025-04-24 | 13F | Aspect Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 17,212 | 4.35 | 461 | 4.31 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 11,693 | 0.00 | 313 | 0.00 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 30,020 | 0.00 | 803 | 0.00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 63,696 | 15.76 | 1,705 | 15.84 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 38,218 | -1.41 | 1,023 | -1.35 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 27,240 | 0.15 | 729 | 0.28 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 56,526 | 0.00 | 1,513 | 0.00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 13,000 | -0.52 | 348 | -0.57 | ||||
| 2025-07-15 | 13F | Postrock Partners Llc | 22,268 | 6.71 | 596 | 6.63 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 14,037 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 115,771 | 6.55 | 3,098 | 6.61 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 10,468 | 0.00 | 280 | 0.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 281,521 | -3.33 | 7,535 | -3.29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 32,428 | 1.35 | 868 | 1.40 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 76,534 | 6.74 | 2 | 100.00 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 924 | 0.00 | 25 | 0.00 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 244,908 | -6.94 | 7 | -14.29 | ||||
| 2025-08-01 | 13F | First National Trust Co | 7,954 | 213 | ||||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 7,665 | 0.00 | 205 | 0.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 111,999 | -4.85 | 2,997 | -4.83 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 16,993 | -3.84 | 455 | -3.81 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 12,876 | 17.02 | 345 | 17.01 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 17,307 | 0.01 | 462 | 0.00 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 29,829 | -2.05 | 798 | -1.97 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 76,769 | 2,055 | ||||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 21,900 | 0.00 | 586 | 0.17 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 49,124 | -28.65 | 1,315 | -28.63 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 48,356 | 1.66 | 1,294 | 1.73 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 27,099 | 725 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 763 | -55.17 | 20 | -55.56 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 34,594 | -3.51 | 925 | -3.04 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 101,835 | 5.22 | 2,725 | 5.25 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 13,269 | -4.32 | 355 | -4.05 | ||||
| 2025-05-13 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 15,238 | 3.99 | 408 | 4.36 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3,050 | 0.00 | 82 | 0.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 29,650 | 35.01 | 794 | 35.09 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 16,239 | 0.00 | 435 | 0.00 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 110 | 0.00 | 3 | 0.00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 48,291 | 18.35 | 1,292 | 18.42 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,574,839 | -6.00 | 42,148 | -5.95 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 14,596 | -6.05 | 391 | -6.02 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 480,900 | 12.05 | 12,871 | 12.11 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 20,771 | 0.00 | 556 | 0.18 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 13,106 | 3.57 | 351 | 3.55 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 55,804 | 1.33 | 1,494 | 1.36 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 24,617 | -0.50 | 659 | -0.45 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8,354 | 15.16 | 224 | 14.95 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 2,093 | 10.51 | 56 | 10.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 334,113 | -1.76 | 8,942 | -1.70 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 92,253 | -4.16 | 2,469 | -4.08 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 257,758 | -22.46 | 6,899 | -22.42 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 77,455 | -5.94 | 2,073 | -5.90 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 34,912 | -3.11 | 934 | -3.01 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 255,312 | 7.57 | 6,833 | 7.62 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 32,817 | 59.93 | 878 | 60.22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 295,034 | -65.68 | 7,896 | -65.66 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 28,267 | 137.82 | 1 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 68 | 2 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 6,885 | -5.56 | 184 | -5.64 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 7,757 | 208 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 13,588 | 0.08 | 364 | 0.00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 55,022 | 381.26 | 1,472 | 383.88 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 10,180 | 0.00 | 272 | 0.00 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 7,499 | 0.00 | 201 | 0.00 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 161,350 | 8.54 | 4,318 | 8.60 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 163,749 | 11.79 | 4,383 | 11.84 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 267,053 | -67.44 | 7,147 | -67.43 | ||||
| 2025-05-14 | 13F | Nestegg Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Novem Group | 19,538 | 0.55 | 523 | 0.58 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 9,606 | -29.45 | 257 | -29.40 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 102,565 | 1.18 | 2,745 | 1.22 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 129,305 | -14.09 | 3,460 | -14.06 | ||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 43,045 | -1.97 | 1,152 | -1.87 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 52,804 | -15.05 | 1,413 | -14.98 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,089 | 29 | ||||||
| 2025-07-18 | 13F | TPG Advisors LLC | 13,204 | 0.00 | 353 | 0.00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 297,321 | 0.53 | 7,957 | 0.58 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 32,341 | 228.54 | 866 | 228.90 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,523 | 0.40 | 41 | 0.00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 10,545 | 21.50 | 282 | 21.55 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 43,483 | 17.90 | 1,164 | 17.95 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 38,390 | -54.06 | 1,027 | -54.05 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 11,583 | 0.00 | 310 | 0.32 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 38,293 | 3.16 | 1,025 | 3.23 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Regions Financial Corp | 116,622 | 8.11 | 3,121 | 8.18 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 30,013 | 803 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 300 | 0.00 | 8 | 0.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 14,026 | 0.31 | 375 | 0.27 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 10,000 | 0.00 | 268 | 0.00 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 8,162 | -0.49 | 218 | -0.46 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 81,020 | -1.44 | 2,168 | -1.36 | ||||
| 2025-04-16 | 13F | Wealth Enhancement Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 297,937 | -7.65 | 7,974 | -7.61 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 17,280 | -60.40 | 462 | -60.41 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 67,947 | 9.01 | 1,818 | 9.06 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,699 | 2.35 | 72 | 2.86 | ||||
| 2025-07-17 | 13F | E Six Thirteen, Llc | 114,986 | 0.00 | 3,077 | 0.07 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 113,000 | 0.00 | 3,024 | 0.07 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 22,710 | 0.00 | 608 | 0.00 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 16,483 | 441 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 51,459 | -0.67 | 1,377 | -0.58 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 30 | -54.55 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 8,052 | -25.71 | 216 | -25.61 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 8,500 | 227 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 253,922 | 2.11 | 6,796 | 2.17 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8,079 | 7.02 | 216 | 7.46 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 8,599 | 0.00 | 230 | 0.00 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 65,064 | 0.35 | 1,740 | 0.35 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 16,467 | 3.46 | 441 | 3.53 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 274,808 | 0.09 | 7,355 | 0.14 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 18,478 | 22.83 | 495 | 22.89 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 322,413 | -28.09 | 8,629 | -28.06 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 504,558 | -4.21 | 13,504 | -4.16 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 80 | 0.00 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 16,760 | 0.00 | 449 | 0.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 10,719 | -43.07 | 0 | |||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 90,910 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 28,148 | 0.00 | 753 | 0.13 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 19,095 | 15.83 | 511 | 16.14 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 25,255 | 0.60 | 676 | 0.60 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 561,986 | -6.60 | 15,041 | -6.55 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 14,027 | 375 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 24,709 | -0.41 | 1 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 33,360 | 156.60 | 893 | 157.06 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 46,100 | 0.54 | 1,234 | 0.57 |
