Mga Batayang Estadistika
| Pemilik Institusional | 310 total, 310 long only, 0 short only, 0 long/short - change of 4.33% MRQ |
| Alokasi Portofolio Rata-rata | 0.4736 % - change of -17.98% MRQ |
| Saham Institusional (Jangka Panjang) | 64,686,118 (ex 13D/G) - change of -10.46MM shares -13.92% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,456,042 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF (US:IBTF) memiliki 310 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 64,686,118 saham. Pemegang saham terbesar meliputi Hm Payson & Co, Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Capital Investment Advisors, LLC, Hills Bank & Trust Co, UBS Group AG, GWM Advisors LLC, Raymond James Financial Inc, and Connecticut Wealth Management, LLC .
Struktur kepemilikan institusional iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF (NasdaqGM:IBTF) 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 2, 2025 is 23.30 / share. Previously, on September 3, 2024, the share price was 23.28 / 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 22,766 | -24.32 | 532 | -24.47 | ||||
| 2025-08-04 | 13F | Balentine LLC | 42,259 | 26.69 | 987 | 26.70 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 73,396 | -11.64 | 1,715 | -11.70 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 651,802 | 72.95 | 15,226 | 72.89 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 858 | -37.65 | 20 | -37.50 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 148,665 | -15.01 | 3,473 | -15.05 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,112,080 | -57.61 | 25,978 | -57.63 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 9,783 | 0.35 | 229 | 0.44 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 45,239 | -18.98 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 20,148 | 1.89 | 471 | 1.95 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 52,784 | -0.09 | 1,233 | -0.08 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 346,406 | -22.83 | 8,092 | -22.85 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 49,564 | 23.50 | 1,155 | 23.53 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10,450 | -45.27 | 244 | -45.29 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 395,444 | 0.28 | 9 | 0.00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 4,517,615 | 9.17 | 105,577 | 9.41 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 89,941 | -15.23 | 2,101 | -15.25 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 10,461 | 0.09 | 244 | 0.00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 8,580 | 200 | ||||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 127,888 | -1.09 | 2,987 | -1.13 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 12,684 | 2.01 | 296 | 2.07 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 112,620 | 5.50 | 2,631 | 5.45 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 313,328 | -3.66 | 7,319 | -3.70 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 99,248 | 0.20 | 2,318 | 0.17 | ||||
| 2025-07-25 | 13F | 1858 Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 236,816 | -60.83 | 5,532 | -60.85 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 38,056 | -60.94 | 889 | -60.98 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 4,882 | 0.00 | 114 | 0.88 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21,109 | -82.07 | 493 | -82.08 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9,533 | 2.43 | 223 | 2.30 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 90,476 | -19.54 | 2,114 | -19.57 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1,319,780 | -8.63 | 30,830 | -8.67 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 207,251 | -10.19 | 4,839 | -10.26 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3,446 | 0.00 | 81 | 0.00 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 11,297 | 264 | ||||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 121,023 | -22.71 | 2,827 | -22.74 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1,022,812 | -15.34 | 23,893 | -15.38 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 57,810 | 7.89 | 1,351 | 8.17 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 8,575 | 200 | ||||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 10,550 | 0.00 | 246 | 0.00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 30,030 | 0.00 | 702 | 0.00 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hara Capital LLC | 3,813 | 0.00 | 89 | 0.00 | ||||
| 2025-04-10 | 13F | Richard P Slaughter Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 7,147 | -0.04 | 167 | -0.60 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 156,985 | -51.39 | 3,667 | -51.41 | ||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | 777,959 | -13.07 | 18,147 | -13.26 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 14,927 | 0.00 | 349 | 0.00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 147,036 | 7.31 | 3,435 | 7.25 | ||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 9,998 | 234 | ||||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 394,006 | 11.86 | 9,208 | 11,128.05 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 8,594 | 0.30 | 201 | 0.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 454,653 | 200.98 | 10,621 | 200.85 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 9,887 | 231 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1,908,151 | -2.27 | 44,574 | -2.32 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 16 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 133,134 | -44.55 | 3 | -40.00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 25,024 | 20.14 | 585 | 20.16 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 480,174 | 115.47 | 11 | 120.00 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 27,820 | 7.93 | 650 | 7.81 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 42,401 | -7.20 | 990 | -7.22 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 22,657 | -5.56 | 529 | -5.54 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 23,115 | -5.26 | 540 | -5.44 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 35,536 | 1.57 | 830 | 1.59 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 867 | 20 | ||||||
| 2025-04-22 | 13F | Whalen Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 212,764 | -1.12 | 4,970 | -1.15 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 91,485 | -8.37 | 2,137 | -8.36 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2,895 | -7.21 | 68 | -6.94 | ||||
| 2025-04-21 | 13F | Shelton Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 106,694 | 40.78 | 2,492 | 40.71 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 18,765 | -7.62 | 438 | -7.59 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 9,279 | 0.00 | 217 | 0.00 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 16,841 | 393 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 10,000 | 0.00 | 233 | 0.00 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 62,576 | 1.00 | 1,462 | 0.97 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 54,815 | 1 | ||||||
| 2025-05-08 | 13F | Tiaa Trust, National Association | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 9,200 | 215 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 789,713 | -1.90 | 18,448 | -1.94 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 22,346 | 1.07 | 522 | 1.16 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 203,031 | 27.65 | 4,743 | 27.58 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Ultra-Short Bond ETF | 613,590 | 3.63 | 14,333 | 3.55 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 283,413 | -77.76 | 6,621 | -77.77 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1,149,158 | -1.25 | 26,844 | -1.29 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 166 | 4 | ||||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,274,845 | -38.17 | 29,780 | -38.19 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 3,600 | 0.00 | 84 | 0.00 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 285 | 0.00 | 7 | 0.00 | ||||
| 2025-06-23 | NP | LDRT - iShares iBonds 1-5 Year Treasury Ladder ETF | 166,764 | 200.00 | 3,897 | 200.00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 871 | -61.75 | 20 | -62.26 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 34,820 | -1.26 | 813 | -1.33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 659,449 | -14.51 | 15,405 | -14.55 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 20,007 | -4.14 | 467 | -4.11 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 53,788 | 15.43 | 1,256 | 15.34 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 430,547 | 3.46 | 10,058 | 3.41 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,955 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 10,000 | 0.00 | 234 | 0.00 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 14,891 | -49.71 | 348 | -49.86 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 87,690 | -5.16 | 2,048 | -5.19 | ||||
| 2025-05-15 | 13F | Cambria Investment Management, L.P. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 126,103 | -30.26 | 2,946 | -30.30 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 39,780 | -1.23 | 929 | -1.28 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 213,476 | -0.28 | 4,987 | -0.32 | ||||
| 2025-05-14 | 13F | Colonial Trust Co / SC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 280,908 | -0.24 | 6,562 | -0.27 | ||||
| 2025-05-13 | 13F | Summitry Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 2,178,749 | -0.98 | 50,896 | -1.02 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 33,605 | 0.65 | 785 | 0.64 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 74,435 | -1.59 | 1,734 | -1.92 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 9,823 | 229 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 146,641 | 55.71 | 3,426 | 55.68 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 117 | ||||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 11,375 | 0.59 | 266 | 0.38 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 41,404 | -0.54 | 967 | -0.51 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 49,109 | -33.82 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 219,659 | 51.29 | 5,131 | 51.22 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 51,153 | -86.77 | 1,195 | -86.78 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 672,692 | 1.14 | 15,714 | 1.10 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 15,322 | -97.15 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Synovus Financial Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 87,767 | -15.92 | 2,051 | -15.74 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 27,884 | 651 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 9,335 | 1.07 | 218 | 1.40 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 295,543 | -5.72 | 6,880 | -6.10 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 328,697 | 32.92 | 7,678 | 32.86 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 109,392 | 3.18 | 2,555 | 3.15 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 875,124 | 24.42 | 20,443 | 24.37 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2,500 | 0.00 | 58 | 0.00 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2,321 | 0.13 | 54 | 0.00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 234,212 | -3.71 | 5,471 | -3.76 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 554 | 13 | ||||||
| 2025-08-12 | 13F | Associated Banc-corp | 76,008 | 2.06 | 1,776 | 2.01 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 533,920 | 2.78 | 12,435 | 2.65 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 208,051 | 1.73 | 4,860 | 1.69 | ||||
| 2025-09-03 | 13F | American Trust | 11,328 | 0.00 | 265 | 0.00 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 279 | 4.89 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,554,218 | -15.09 | 59,667 | -15.13 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 127,277 | 39.57 | 2,973 | 39.51 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 33,750 | 82.43 | 788 | 82.41 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 271,617 | 27.16 | 6,345 | 27.08 | ||||
| 2025-07-16 | 13F | Novem Group | 49,811 | 4.69 | 1,164 | 4.68 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 27,594 | 3.45 | 645 | 3.37 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 14,953 | -6.27 | 349 | -6.18 | ||||
| 2025-08-08 | 13F | Creative Planning | 96,953 | -14.53 | 2,265 | -14.60 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 20,428 | -30.94 | 477 | -30.97 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 865 | 0.00 | 20 | 0.00 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 1,182 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 51,743 | 13.74 | 1,209 | 14.06 | ||||
| 2025-07-23 | 13F | Horizon Advisory Services, Inc. | 797,361 | 2.32 | 18,626 | 2.28 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 23,917 | 1.67 | 559 | 1.45 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 213,243 | -2.69 | 4,981 | -2.73 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 158,521 | 3,703 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 342,885 | 13.49 | 8 | 14.29 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3,000 | -70.74 | 70 | -70.71 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 16,841 | 393 | ||||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 169,088 | 1.72 | 3,950 | 1.67 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 24,434 | -31.71 | 571 | -31.82 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 64,380 | 286.43 | 1,504 | 286.38 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1,971 | -53.69 | 46 | -53.54 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 387,685 | -1.68 | 9,056 | -1.71 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 440 | 10 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 194,087 | -3.24 | 5 | 0.00 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 11,720 | 2.41 | 274 | 2.25 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 100,388 | -42.94 | 2,345 | -42.83 | ||||
| 2025-04-17 | 13F | Aries Wealth Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 849 | 0.00 | 20 | 0.00 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 91,812 | 4.20 | 2,145 | 4.13 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 577 | 1.77 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 14,697 | 343 | ||||||
| 2025-08-13 | 13F | Knollwood Investment Advisory, LLC | 42,900 | 0.00 | 1,002 | 0.00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 317,172 | -4.07 | 7 | 0.00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 831 | -51.94 | 19 | -52.50 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 20,892 | -17.47 | 488 | -17.43 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 250,289 | 2,235.87 | 11 | -96.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,556,598 | -8.25 | 83,082 | -8.28 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 343,301 | -13.08 | 8,019 | -13.11 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 10,917 | 1.64 | 255 | 1.59 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 57 | 1.79 | 1 | 0.00 | ||||
| 2025-07-18 | 13F | Panoramic Capital Partners, LLC | 9,049 | 211 | ||||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 10,848 | 1.06 | 253 | 1.20 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 229,726 | 0.92 | 5,366 | 0.86 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 641,093 | -6.07 | 14,976 | -6.11 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 21,007 | 0.00 | 491 | 0.00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 49,635 | 1,159 | ||||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10,751 | 79.81 | 251 | 80.58 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 650 | 15 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 190 | 1.06 | 4 | 0.00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 530,340 | -4.54 | 12,357 | -4.66 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 29,888 | 1.07 | 698 | 1.01 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 11,791 | 275 | ||||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Gradient Investments LLC | 201,887 | 2.11 | 4,716 | 2.08 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 314,746 | -2.74 | 7,352 | -2.78 | ||||
| 2025-08-14 | 13F | Jupiter Wealth Management LLC | 14,300 | 334 | ||||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 740,480 | 17,268 | ||||||
| 2025-08-07 | 13F | Americana Partners, LLC | 12,636 | -94.52 | 295 | -94.52 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 631,320 | -5.47 | 14,748 | -5.30 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 716 | -3.50 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 643 | 1.10 | 15 | 7.14 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 91 | 1.11 | 2 | 0.00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 22,478 | -5.42 | 525 | -5.41 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 89 | 2 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 790,034 | -67.77 | 18,455 | -67.78 | ||||
| 2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 83,088 | 225.39 | 1,941 | 225.50 | ||||
| 2025-04-08 | 13F | Lowe Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 107,653 | -1.75 | 2,515 | -1.80 | ||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 10,320 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 10,024 | -51.42 | 234 | -51.45 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 62,356 | 1.03 | 1,457 | 0.97 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 65,021 | -0.44 | 1,519 | -0.52 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 11,371 | 0.00 | 266 | 0.00 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 9,076 | -0.01 | 212 | 0.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 235,688 | -27.08 | 5,506 | -27.12 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 234,229 | -23.17 | 5,472 | -23.20 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 79,962 | -8.89 | 1,868 | -8.97 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 149,145 | -44.78 | 3,484 | -44.79 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 237,830 | -46.91 | 5,556 | -46.94 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 40,387 | 0.77 | 943 | 0.75 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 13,891 | 14.83 | 324 | 14.89 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 9,712 | 227 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 24,645 | 1.55 | 576 | 1.41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8,960 | 0 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 16,734 | 0.13 | 391 | 0.00 | ||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 79,081 | 2.05 | 1,847 | 1.99 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 8,865 | 0.00 | 207 | 0.00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2,486,703 | -9.43 | 58,089 | -9.47 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 67,281 | -5.21 | 1,572 | -5.25 | ||||
| 2025-05-02 | 13F | Apollon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 12,304 | 0.00 | 287 | 0.00 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 63,055 | -43.62 | 1,473 | -43.67 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 46,901 | 12.13 | 1,096 | 12.08 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 176,125 | -12.66 | 4,114 | -12.69 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 21,477 | -1.97 | 502 | -1.96 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 1,180,466 | 17.82 | 27,576 | 17.77 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 396,749 | -6.51 | 9,268 | -6.54 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 57,733 | -0.14 | 1,349 | -0.22 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 237,937 | 8.38 | 5,558 | 8.34 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 218,772 | -3.18 | 5,111 | -3.26 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1,061,348 | 0.96 | 24,793 | 0.92 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5,355 | 1.11 | 125 | 1.63 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 9,046 | -79.96 | 211 | -79.98 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 385,860 | -43.18 | 9,014 | -43.20 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 17,760 | -7.82 | 415 | -8.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 8,680 | 203 | ||||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 23,546 | 550 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 35,871 | 0.08 | 838 | 0.00 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 13,631 | 0.00 | 318 | 0.00 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 13,886 | 0.00 | 324 | 0.00 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 16,905 | 0.05 | 0 | |||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 21,858 | 1.09 | 511 | 0.99 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 218,700 | 330.76 | 5,109 | 330.69 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 68,063 | -2.02 | 1,590 | -2.09 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 75,979 | 6.96 | 1,775 | 6.87 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 34,072 | -18.64 | 796 | -18.71 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 130,771 | -4.34 | 3,055 | -4.38 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 28,007 | -21.37 | 1 | |||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 105,636 | 6.31 | 2,468 | 6.24 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 17,650 | 0.00 | 412 | 0.00 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 90,402 | 2,113 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 699,134 | 2.78 | 16,332 | 2.74 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 495 | 0.00 | 12 | 0.00 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 92,785 | 2,167 | ||||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 21,310 | 0.00 | 498 | -0.20 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 25,351 | 0.00 | 592 | 0.00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 11,058 | 258 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 92,851 | -15.84 | 2,169 | -15.87 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 26,462 | 618 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 54,643 | -10.75 | 1,276 | -10.77 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 106,043 | -2.60 | 2,477 | -2.63 | ||||
| 2025-08-13 | 13F | Black Cypress Capital Management, LLC | 9,296 | -53.65 | 217 | -53.63 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 8 | 0 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 108,947 | 0.22 | 2,545 | 0.20 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 185,425 | 1.91 | 4,332 | 1.86 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 23,257 | 1.44 | 543 | 1.50 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9,205 | -34.27 | 215 | -34.25 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 376,043 | 5.71 | 8,784 | 5.67 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 4,856 | 145.01 | 113 | 145.65 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 23,799 | -2.42 | 556 | -2.46 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 46,916 | 163.19 | 1,095 | 163.61 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 112,208 | 18.46 | 2,621 | 18.44 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 15,854 | 0.00 | 370 | 0.00 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 8,757 | -2.95 | 205 | -2.86 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,425 | 0.00 | 33 | 0.00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 17,990 | -18.47 | 420 | -18.45 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 18,400 | 0.00 | 430 | 0.00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,042,892 | 0.45 | 94,442 | 0.41 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 18,221 | 426 | ||||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 158,534 | 6.06 | 3,703 | 6.29 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 219,651 | 2.42 | 5,131 | 2.37 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 580,493 | 5.08 | 13,561 | 5.03 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 161,584 | 136.66 | 3,775 | 136.61 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 14,000 | -68.54 | 327 | -68.53 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 55,939 | -16.10 | 1,307 | -16.17 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 353,272 | -0.43 | 8,252 | -0.47 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 219,979 | 7.03 | 5,139 | 6.97 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4,666 | -19.80 | 109 | -20.00 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 274 | 1.11 | 6 | 0.00 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 89,686 | -7.03 | 2,095 | -7.05 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 10,241 | -78.16 | 239 | -78.17 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 119,815 | 8.53 | 2,799 | 8.49 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 60,003 | 7.15 | 1,402 | 7.11 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 2,891 | 0.00 | 68 | 0.00 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 8,899 | 208 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 659,594 | 0.35 | 15,369 | 0.05 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 76,512 | -63.42 | 1,787 | -63.43 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 260,719 | -5.17 | 6,090 | -5.21 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 655,864 | -1.29 | 15,321 | -1.33 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 146,676 | -66.16 | 3,426 | -66.17 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 156,192 | 4.05 | 3,649 | 3.99 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 16,924 | 29.67 | 395 | 29.51 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 123,924 | -9.23 | 2,895 | -9.28 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 517,095 | 1.78 | 12,079 | 1.74 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 10,178 | 13.06 | 238 | 12.86 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 86,385 | 0.00 | 2,018 | -0.05 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 43,141 | 23.17 | 1,008 | 23.11 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 231,181 | 16.92 | 5,400 | 16.88 | ||||
| 2025-04-25 | 13F | Altus Wealth Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13,789 | -43.43 | 322 | -43.41 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 97,601 | -7.27 | 2,280 | -7.32 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 126,151 | -33.88 | 2,947 | -33.92 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 45,063 | 8.38 | 1,053 | 8.34 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 10,004 | 0.00 | 234 | 0.00 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Investment Management | 387 | 0.00 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | Mairs & Power Inc | 13,886 | 324 | ||||||
| 2025-08-13 | 13F | Rinkey Investments | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 10,773 | 0.00 | 252 | 0.00 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Templeton & Phillips Capital Management, LLC | 77,443 | 12.43 | 1,809 | 12.43 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 26,988 | -0.33 | 630 | -0.32 |
