Mga Batayang Estadistika
| Pemilik Institusional | 181 total, 181 long only, 0 short only, 0 long/short - change of 6.43% MRQ |
| Alokasi Portofolio Rata-rata | 0.2825 % - change of -14.39% MRQ |
| Saham Institusional (Jangka Panjang) | 17,349,830 (ex 13D/G) - change of 2.43MM shares 16.30% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 842,003 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF (US:MEAR) memiliki 181 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 17,349,830 saham. Pemegang saham terbesar meliputi Morgan Stanley, Rockwood Wealth Management, LLC, Resonant Capital Advisors, LLC, Bank Of America Corp /de/, Integrated Wealth Concepts LLC, Captrust Financial Advisors, Foster Group, Inc., LPL Financial LLC, Kestra Investment Management, LLC, and Ullmann Financial Group, Inc. .
Struktur kepemilikan institusional iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF (BATS:MEAR) 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 50.46 / share. Previously, on September 6, 2024, the share price was 50.27 / share. This represents an increase of 0.38% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 464 | 0.65 | 23 | 0.00 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 95,084 | 29.80 | 4,780 | 29.86 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 6,280 | -7.17 | 315 | -6.80 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 9,134 | 34.56 | 459 | 34.60 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 56,508 | -3.87 | 2,841 | -3.83 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 951 | 48 | ||||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 61,476 | -23.80 | 3,090 | -23.76 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 23,989 | -37.23 | 1,206 | -37.21 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 11,811 | 24.56 | 594 | 25.32 | ||||
| 2025-07-22 | 13F | Peoples Bank /oh | 4,935 | -3.31 | 248 | -3.12 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 35,650 | -31.31 | 1,792 | -31.26 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 6,155 | 309 | ||||||
| 2025-05-12 | 13F | CFS Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 66,610 | 18.93 | 3,348 | 19.02 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 83,507 | 67.82 | 4,198 | 67.95 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 7,300 | -42.97 | 367 | -43.08 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 17,815 | 0.00 | 896 | 0.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,015 | 0.90 | 101 | 0.00 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 5,783 | 21.67 | 291 | 21.85 | ||||
| 2025-07-22 | 13F | Iowa State Bank | 6,649 | 0.00 | 334 | 0.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 290,409 | -5.58 | 14,599 | -5.52 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 207 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 30,624 | 77.79 | 1,539 | 77.92 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 38,053 | -2.80 | 1,913 | -2.75 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 86,465 | 36.26 | 4,347 | 36.37 | ||||
| 2025-05-13 | 13F | Syverson Strege & Co | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Yardley Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 593 | 3.49 | 30 | 3.57 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 93,829 | 9.43 | 4,717 | 9.50 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5,634 | 239.81 | 283 | 240.96 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2,921 | 370.37 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,149,777 | 21.40 | 57,799 | 21.47 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 18,950 | 953 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 10,500 | 528 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 31,718 | 38.23 | 1,594 | 38.37 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 106,255 | -47.47 | 5,341 | -47.44 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 184,590 | -8.03 | 9 | -10.00 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 19,645 | -19.86 | 988 | -19.82 | ||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 30,020 | 362.20 | 1,509 | 362.88 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 21,039 | -15.58 | 1,058 | -15.03 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 5,697 | 286 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 20,089 | -5.26 | 1,010 | -5.26 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 177,362 | 14.14 | 8,916 | 14.21 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 11,425 | 0.00 | 574 | 0.17 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 34,236 | 568.67 | 1,721 | 569.65 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 127,694 | -10.04 | 6,419 | -9.98 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 4,800 | 0.00 | 241 | 0.00 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 128,780 | 7.28 | 6,474 | 7.35 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 7,405 | 8.43 | 372 | 8.45 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 15,970 | -33.64 | 1 | -100.00 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 24,016 | 0.00 | 1,207 | 0.08 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 32,569 | 7.88 | 1,637 | 7.98 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 28,734 | -3.24 | 1 | 0.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 584,589 | 105.80 | 29,387 | 105.94 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 9,142 | -10.01 | 460 | -10.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 55,609 | 141.68 | 2,795 | 141.99 | ||||
| 2025-08-14 | 13F | UBS Group AG | 138,292 | 39.37 | 6,952 | 39.44 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 285 | -2.40 | 14 | 0.00 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 36,650 | 2.81 | 1,842 | 2.85 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 7,046 | 24.18 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 22,336 | 93.49 | 1 | |||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 14,436 | 726 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 131,042 | 468.54 | 6,587 | 469.32 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 66,316 | 126.28 | 3,334 | 126.43 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 30,777 | 0.00 | 1,547 | 0.06 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 28,382 | -15.87 | 1,426 | -15.43 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 4,267 | -1.04 | 215 | -0.93 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 192,141 | 5.37 | 9,659 | 5.43 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4,118 | 207 | ||||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 2,102 | 0.00 | 106 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 17,093 | 13,359.06 | 859 | 14,216.67 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 302 | 0.00 | ||||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 5,161 | 0.00 | 259 | 0.00 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 11,392 | 573 | ||||||
| 2025-04-28 | 13F | Summit Trail Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 217,177 | 91.55 | 10,918 | 91.68 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 4,245 | 213 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 5,037 | 253 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 20,000 | 0.00 | 1,005 | 0.10 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 1,908,282 | 6.62 | 95,929 | 6.69 | ||||
| 2025-07-31 | 13F | City State Bank | 381 | 0.00 | 19 | 0.00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5,330 | 268 | ||||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 3,987 | -7.75 | 200 | -7.83 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 42,194 | -0.36 | 2,121 | -0.28 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 19,189 | 14.52 | 965 | 14.63 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8,146 | 17.82 | 410 | 18.16 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 432,954 | -6.91 | 21,765 | -6.86 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 4,389 | 4.97 | 221 | 5.26 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 22,249 | 82.88 | 1,118 | 82.98 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 36,914 | 48.53 | 1,856 | 48.64 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 13,018 | 148.10 | 654 | 148.67 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 8,000 | 0.00 | 402 | 0.25 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 11,433 | 11.61 | 575 | 12.11 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 27,297 | 239.68 | 1 | |||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 13,321 | -5.19 | 670 | -5.11 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 71,223 | 36.29 | 3,581 | 37.10 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1,486 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 14,900 | -27.70 | 749 | -27.63 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 12,267 | 77.73 | 617 | 78.03 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 519,603 | -0.02 | 26,120 | 0.04 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 340 | 17 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 17,069 | -8.59 | 858 | -8.53 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 39,612 | 1.15 | 1,991 | 1.22 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,390 | 120 | ||||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 76,605 | 1.16 | 3,851 | 1.21 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 36,022 | 0.63 | 1,811 | 0.67 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 20,819 | -26.65 | 1,047 | -26.60 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 76,775 | 3,856 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 214,903 | 2.13 | 10,803 | 2.19 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 25,446 | 99.44 | 1,279 | 99.53 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 32,927 | 13.48 | 1,655 | 13.59 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 59,516 | 2,992 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3,986 | 0.00 | 200 | 0.00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 100 | 0.00 | 0 | |||||
| 2025-05-14 | 13F | One Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1,783 | 90 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 262 | 0.00 | 13 | 0.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 11,582 | 582 | ||||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 8,347 | 0.74 | 420 | 0.72 | ||||
| 2025-08-14 | 13F | Betterment LLC | 158,452 | 42.04 | 8 | 40.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 412,801 | -3.55 | 20,752 | -3.49 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 13,497 | 8.00 | 678 | 8.13 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 5,421 | 0.00 | 273 | 0.00 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 204 | 0 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 16,670 | 25.38 | 838 | 25.64 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 1,233,046 | 0.06 | 61,985 | 0.12 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 126,382 | -21.45 | 6,353 | -21.40 | ||||
| 2025-04-23 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 24,015 | 76.53 | 1,207 | 76.72 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 8,147 | 0.00 | 410 | 0.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 85,303 | 9.77 | 4,288 | 9.84 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 66,993 | 0.61 | 3,368 | 0.66 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 345 | 0.00 | 17 | 0.00 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 7,889 | 5.31 | 397 | 5.32 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8,875 | 570.32 | 446 | 575.76 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 59,781 | 20.06 | 3,002 | 19.99 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 10,608 | -6.93 | 533 | -6.65 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 460 | -97.59 | 23 | -97.59 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6,958 | 0.00 | 350 | 0.00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4,997 | 251 | ||||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 12,523 | -69.98 | 630 | -69.98 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 41,704 | 2,096 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 43,305 | 7.65 | 2,177 | 7.67 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 15,558 | 20.10 | 782 | 20.31 | ||||
| 2025-08-19 | 13F | MRP Capital Investments, LLC | 7,000 | 0.00 | 352 | 0.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 26,374 | -5.10 | 1,326 | -5.09 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 19,798 | 995 | ||||||
| 2025-07-15 | 13F | Kwmg, Llc | 40,562 | -13.61 | 2,039 | -13.53 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 13,117 | -6.53 | 659 | -6.52 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 13,808 | 0.00 | 694 | 0.14 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 657,854 | -2.36 | 33,070 | -2.31 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 507,620 | 31.73 | 25,518 | 31.81 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 200 | -12.28 | 10 | -9.09 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4,928 | 0.14 | 248 | 0.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 149,743 | 1.24 | 8 | 0.00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 20,139 | 0.00 | 1,012 | 0.10 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 92,567 | 0.58 | 4,653 | 0.65 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,104,655 | 60.70 | 156,071 | 60.80 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 152,532 | 51.91 | 7,668 | 52.00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 6,740 | 42.22 | 338 | 43.22 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 4,749 | 239 | ||||||
| 2025-07-15 | 13F | Graypoint LLC | 9,032 | -9.97 | 454 | -9.74 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,483 | 0.00 | 75 | 0.00 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 29,787 | 18.77 | 1,497 | 18.90 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 577 | 29 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4,184 | 210 | ||||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 35,154 | 0.23 | 1,767 | 0.28 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 123,676 | -49.56 | 6,217 | -49.53 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 4,701 | -10.25 | 236 | -10.27 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 40,640 | -11.86 | 2,043 | -11.83 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 43,986 | 143.69 | 2,211 | 143.93 | ||||
| 2025-07-11 | 13F | UMA Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 207,061 | -25.77 | 10,409 | -25.73 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 126,261 | 17.96 | 6,347 | 18.02 | ||||
| 2025-05-21 | 13F | McAdam, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 432,145 | 18.11 | 21,724 | 18.18 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 20,564 | 39.79 | 1,034 | 39.78 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 65,036 | 3,269 | ||||||
| 2025-08-08 | 13F | Client First Capital LLC | 15,313 | 10.62 | 770 | 10.65 | ||||
| 2025-05-07 | 13F | Keyvantage Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 14,671 | -2.96 | 737 | -2.90 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6,295 | -37.08 | 316 | -37.05 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 66,303 | 1.79 | 3,333 | 2.11 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 5,227 | -15.50 | 263 | -15.48 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 5,442 | 0.00 | 274 | 0.00 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 154,659 | -1.01 | 7,775 | -0.96 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 35,991 | 66.20 | 1,809 | 66.42 | ||||
| 2025-08-08 | 13F | Creative Planning | 24,386 | -2.97 | 1,226 | -2.93 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 10,945 | -72.66 | 551 | 27,450.00 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 25,186 | 13.60 | 1,266 | 13.75 |
