Mga Batayang Estadistika
| Pemilik Institusional | 175 total, 175 long only, 0 short only, 0 long/short - change of -2.22% MRQ |
| Alokasi Portofolio Rata-rata | 0.1285 % - change of -10.95% MRQ |
| Saham Institusional (Jangka Panjang) | 17,367,063 (ex 13D/G) - change of 0.38MM shares 2.22% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 427,198 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF (US:IBMO) memiliki 175 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 17,367,063 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Mercer Global Advisors Inc /adv, Hartland & Co., LLC, Envestnet Asset Management Inc, Us Bancorp \de\, Morgan Stanley, GWM Advisors LLC, Wells Fargo & Company/mn, Kathmere Capital Management, LLC, and UBS Group AG .
Struktur kepemilikan institusional iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF (BATS:IBMO) 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 5, 2025 is 25.64 / share. Previously, on September 9, 2024, the share price was 25.62 / share. This represents an increase of 0.06% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-05 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 8,988 | 0.00 | 230 | 0.44 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 38,536 | -16.99 | 987 | -16.78 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 47,700 | 5.80 | 1,222 | 6.08 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 947,342 | 10.28 | 24,274 | 10.55 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 12,500 | 0.00 | 320 | 0.31 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 11,736 | 0.00 | 301 | 0.33 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 147 | 0.68 | 4 | 0.00 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 16,384 | 3.65 | 420 | 3.71 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 34,352 | -22.48 | 880 | -22.26 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 108,197 | 0.08 | 2,772 | 0.33 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 41,021 | 0.00 | 1,051 | 0.19 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Trust Co | 13,708 | -0.01 | 351 | 0.29 | ||||
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 11,489 | 0.00 | 293 | 0.00 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 44,590 | -0.97 | 1,143 | -0.70 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 1,918 | 0.00 | 49 | 0.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 18,689 | -8.31 | 479 | -8.08 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 156,480 | 2.79 | 4,009 | 3.03 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 15,433 | 5.27 | 395 | 5.61 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 688,174 | 0.09 | 17,633 | 0.34 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 11,714 | 3.52 | 300 | 3.81 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 237,175 | 0.12 | 6,077 | 0.36 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8,474 | 0.00 | 217 | 0.46 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 28,310 | 151.44 | 725 | 152.61 | ||||
| 2025-07-15 | 13F | Postrock Partners Llc | 38,416 | 3.64 | 984 | 3.91 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 306,590 | 1.76 | 8 | 0.00 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 965 | 0.00 | 25 | 0.00 | ||||
| 2025-08-01 | 13F | First National Trust Co | 9,949 | 12.63 | 255 | 12.89 | ||||
| 2025-08-14 | 13F | UBS Group AG | 447,469 | -4.57 | 11,465 | -4.34 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 19,444 | 4.22 | 497 | 4.64 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 3,656 | 0.00 | 94 | 0.00 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 8,918 | 0.00 | 229 | 0.44 | ||||
| 2025-05-07 | 13F | HB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Evergreen Wealth Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 47,752 | -1.72 | 1,224 | -1.45 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 29,703 | 0.16 | 761 | 0.53 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 44,803 | -7.30 | 1,148 | -7.13 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 26,910 | 690 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 48,859 | -8.47 | 1,252 | -8.28 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 8,140 | 0.78 | 209 | 0.97 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 149,722 | -2.51 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 82,820 | 159.18 | 2,122 | 160.05 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 802 | 0.00 | 21 | 0.00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 63,358 | 8.77 | 1,623 | 9.07 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3,225 | 0.00 | 83 | 0.00 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 13,881 | -4.37 | 356 | -4.31 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 65,336 | -0.60 | 1,674 | -0.36 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 2,221 | 0.00 | 57 | 0.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 131,227 | 4.87 | 3,362 | 5.13 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 336,583 | 3.47 | 8,624 | 3.73 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 15,130 | -25.92 | 388 | -21.66 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 287,385 | 6.92 | 7,364 | 7.18 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 204,997 | -28.16 | 5,253 | -27.99 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 65,243 | 8.80 | 1,672 | 9.07 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 878,008 | 0.52 | 22,497 | 0.77 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 33,963 | 119.31 | 1 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 6,455 | -6.08 | 165 | -5.71 | ||||
| 2025-04-24 | 13F | Aspect Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 39,977 | 0.10 | 1,024 | 0.39 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 8,320 | 213 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 44,564 | 438.80 | 1,139 | 442.38 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 13,655 | -3.12 | 350 | -3.06 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 7,935 | 203 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 503,073 | 2.03 | 12,890 | 2.29 | ||||
| 2025-07-16 | 13F | Novem Group | 21,753 | 1.13 | 557 | 1.46 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 22,406 | 3.64 | 573 | 3.81 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 383,212 | 17.75 | 9,819 | 18.05 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 9,282 | 0.00 | 238 | 0.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 107,449 | -6.24 | 2,753 | -6.04 | ||||
| 2025-08-08 | 13F | Creative Planning | 11,556 | 0.00 | 296 | 0.34 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 734,542 | 6.75 | 18,821 | 7.02 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 68,613 | -0.20 | 1,758 | 0.06 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 14,125 | -36.77 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 188,806 | 3.92 | 4,838 | 4.18 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 329,979 | -4.25 | 8,455 | -4.01 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 10,000 | 0.00 | 256 | 0.39 | ||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | E Six Thirteen, Llc | 135,772 | 0.00 | 3,479 | 0.23 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 73,288 | 0.05 | 1,878 | 0.27 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 23,406 | -51.98 | 600 | -51.89 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-14 | 13F | Mariner, LLC | 41,741 | -0.22 | 1,070 | 0.00 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 58,838 | 0.00 | 1,508 | 0.27 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 14,000 | -30.00 | 359 | -29.94 | ||||
| 2025-05-09 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 42,008 | 0.58 | 1,076 | 0.84 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 20,375 | 17.23 | 522 | 17.57 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 12,479 | 0.16 | 320 | 0.31 | ||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 11,000 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,936 | 426.09 | 50 | 444.44 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 60,724 | 10.88 | 1,556 | 11.15 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 9,312 | 0.00 | 239 | 0.00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 319,096 | 13.02 | 8,176 | 13.30 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 55,323 | 4.77 | 1,418 | 5.04 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 882,174 | 3.13 | 22,604 | 3.38 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 474,005 | -10.29 | 12,145 | -10.06 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 55,929 | -9.69 | 1,433 | -9.42 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 133,532 | -17.50 | 3,421 | -17.29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 180 | 0.00 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 9,451 | 0.00 | 242 | 0.41 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 13,848 | 71.45 | 355 | 71.84 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10,225 | 262 | ||||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 8,453 | 0.00 | 217 | 0.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10,403 | 0.29 | 267 | 0.38 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 388,657 | 0.19 | 9,959 | 0.43 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 63,738 | 11.05 | 1,633 | 11.39 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 45,411 | 13.88 | 1,164 | 14.13 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Strid Group, LLC | 13,404 | -57.01 | 343 | -56.91 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 27,461 | 0.00 | 704 | 0.29 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 11,127 | 2.52 | 285 | 2.89 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 270,987 | 1.83 | 6,944 | 2.09 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 7,870 | 0.00 | 202 | 0.00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 54,917 | 23.23 | 1,407 | 23.53 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 143,957 | -9.03 | 3,689 | -8.74 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 35,665 | 0.00 | 914 | 0.22 | ||||
| 2025-08-14 | 13F | Comerica Bank | 836 | -5.32 | 21 | -4.55 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 9,111 | 0.00 | 233 | 0.43 | ||||
| 2025-04-16 | 13F | Wealth Enhancement Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 95,232 | -0.63 | 2,440 | -0.37 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 13,229 | 0.00 | 339 | 0.00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 172,675 | 6.59 | 4,424 | 6.86 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 10,893 | 0.00 | 279 | 0.36 | ||||
| 2025-08-14 | 13F | Fmr Llc | 300 | -96.09 | 8 | -96.43 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 43,869 | 1.11 | 1,121 | 1.54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 8,179 | 0.00 | 210 | 0.00 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 31,114 | -2.05 | 797 | -1.73 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 34,578 | 12.47 | 886 | 12.74 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 43,830 | 1,123 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Bank of New Hampshire | 2,905 | 0.00 | 74 | 0.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,141 | 0.00 | 55 | 0.00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 30,981 | 0.00 | 794 | 0.25 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 59,217 | 19.55 | 1,517 | 19.83 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,963,364 | 4.07 | 50,307 | 4.33 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 23,794 | 1.71 | 610 | 2.01 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9,739 | 28.58 | 250 | 29.02 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 17,719 | 454 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 615,172 | 8.01 | 15,763 | 8.27 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 9,964 | 0.00 | 255 | 0.00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 9,595 | 0.00 | 246 | 0.00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 45,042 | 18.37 | 1,154 | 18.72 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 12,179 | -71.89 | 312 | -71.82 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 8,196 | 210 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 69,052 | 60.12 | 1,769 | 60.53 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 47,256 | 1,211 | ||||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 44,750 | -1.99 | 1,147 | -1.80 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 97,835 | 3.30 | 2,507 | 3.55 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 205,621 | 30.66 | 5,269 | 30.98 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 55,165 | -15.00 | 1,413 | -14.78 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 181,579 | 25.75 | 4,653 | 26.07 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 11,767 | -16.50 | 302 | -16.39 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 15,700 | 0.00 | 402 | 0.25 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 11,068 | 22.22 | 284 | 22.51 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 8,000 | 0.00 | 205 | 0.00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 11,490 | 294 | ||||||
| 2025-04-29 | 13F | 4J Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 72,848 | -3.47 | 1,867 | -3.22 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 74,452 | -0.78 | 1,908 | -0.52 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 313 | 0.00 | 8 | 0.00 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 40,469 | 2.63 | 1,037 | 2.88 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 105,943 | -10.77 | 2,715 | -10.19 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 15,021 | 385 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 113,042 | 7.43 | 2,896 | 7.70 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 11,490 | 9.33 | 294 | 9.74 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 895 | 23 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 8,381 | 215 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 58,755 | 0.00 | 1,505 | 0.27 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 14,899 | -3.25 | 382 | -3.05 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 6,686 | 6.26 | 171 | 6.88 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 59,477 | 1.34 | 1,524 | 1.53 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,943 | -4.47 | 50 | -3.92 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 44,232 | 35.65 | 1,133 | 36.01 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 10,000 | 0.00 | 256 | 0.39 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 411,927 | 12.40 | 10,555 | 12.67 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 8,554 | 219 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 22,690 | 15.90 | 581 | 16.20 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 55,193 | 12.65 | 1 | 0.00 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 95,287 | 0.00 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 19,229 | 0.00 | 493 | 0.20 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 25,536 | -0.60 | 1 | |||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 24,000 | 615 | ||||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 10,000 | 0.00 | 256 | 0.39 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 9,094 | 0.00 | 233 | 0.43 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 36,944 | 330.08 | 947 | 331.96 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 31,700 | 0.00 | 812 | 0.25 |
