Mga Batayang Estadistika
| Pemilik Institusional | 201 total, 200 long only, 0 short only, 1 long/short - change of -2.90% MRQ |
| Alokasi Portofolio Rata-rata | 0.1099 % - change of -6.86% MRQ |
| Saham Institusional (Jangka Panjang) | 6,581,758 (ex 13D/G) - change of -0.45MM shares -6.43% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 642,025 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF (US:PDP) memiliki 201 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 6,581,758 saham. Pemegang saham terbesar meliputi Morgan Stanley, Raymond James Financial Inc, Wells Fargo & Company/mn, Bank Of America Corp /de/, Commonwealth Equity Services, Llc, LPL Financial LLC, NewSquare Capital LLC, Royal Bank Of Canada, Summit Financial, LLC, and UBS Group AG .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF (NasdaqGM:PDP) 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 112.06 / share. Previously, on September 6, 2024, the share price was 95.00 / share. This represents an increase of 17.95% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 447,994 | 0.16 | 48,648 | 8.78 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10,408 | 138.28 | 1,130 | 159.17 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 11,610 | -3.39 | 1,261 | 4.91 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16,062 | 66.69 | 1,744 | 81.10 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2,016 | -40.98 | 219 | -36.07 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 6,300 | 36.96 | 684 | 49.02 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 14,300 | 450.00 | 1,553 | 499.23 | |||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 180,567 | -0.05 | 20 | 5.56 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 700 | 0.00 | 76 | 10.14 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 21,943 | -0.32 | 2,383 | 8.27 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 26,304 | 0.77 | 2,856 | 9.47 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2,357 | 292.83 | 256 | 332.20 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,298 | -35.32 | 250 | -29.86 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 9,615 | 20.07 | 1,044 | 30.50 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2,585 | -6.00 | 281 | 2.19 | ||||
| 2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 6 | 0.00 | 1 | |||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 30,942 | -4.52 | 3,360 | 3.16 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3,133 | 20.78 | 340 | 31.27 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 66,358 | -6.73 | 7,206 | 0.78 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,053 | 114 | ||||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 699,375 | 2.85 | 75,945 | 11.71 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 4,815 | 0.00 | 523 | 8.52 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 3,525 | -4.42 | 383 | 4.09 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 311,658 | -4.99 | 33,843 | 3.19 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 356 | 0.00 | 39 | 8.57 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 80 | 0.00 | 9 | 14.29 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 109 | 0.00 | 12 | 0.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5,265 | 10.94 | 572 | 20.46 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 9,254 | -5.37 | 1,005 | 2.76 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 12 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,017 | 2.55 | 328 | 11.22 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 24,920 | -5.14 | 2,706 | 3.05 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 4,395 | 0.00 | 477 | 8.66 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 2,585 | 0.00 | 281 | 8.53 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 92,223 | 7.22 | 10,015 | 16.46 | ||||
| 2025-08-07 | 13F | Nwam Llc | 2,336 | -13.00 | 266 | -0.75 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 64,945 | -3.02 | 7,037 | 5.09 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2,418 | -34.52 | 263 | -29.00 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1,790 | 0.00 | 194 | 8.99 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 8,320 | -10.20 | 903 | -2.48 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 2,933 | 0.00 | 318 | 8.53 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 3,126 | -9.34 | 339 | -8.63 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 22,056 | -2.03 | 2,395 | 6.44 | ||||
| 2025-08-08 | 13F | Creative Planning | 5,695 | -4.54 | 618 | 3.69 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 18,360 | 2.28 | 1,994 | 3.21 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 802 | 0.00 | 87 | 8.75 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 308,669 | -11.68 | 33,518 | -4.08 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 203 | 0.00 | 22 | 10.00 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 11,607 | 0.00 | 1,314 | 13.18 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 178,693 | 1.11 | 19,404 | 9.81 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 9,930 | 0.00 | 1 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 20,615 | 83.70 | 2 | 100.00 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 1,832 | 0.00 | 199 | 8.20 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 2,250 | -17.58 | 244 | -10.29 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 101 | 0.00 | 11 | 0.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 20,316 | -0.05 | 2,206 | 8.56 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | True North Advisors, LLC | 2,874 | 0.00 | 312 | 8.71 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 9,397 | -1.66 | 1,020 | 6.81 | ||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 3,519 | -38.92 | 382 | -33.57 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 187 | 0.00 | 20 | 11.11 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4,522 | 0.00 | 491 | 8.63 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 90,032 | 0.97 | 9,777 | 9.66 | ||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 2,221 | 0.00 | 241 | 8.56 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 2,095 | 0.00 | 227 | 8.61 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,261 | 0.00 | 354 | 8.59 | ||||
| 2025-08-14 | 13F | UBS Group AG | 188,948 | -24.78 | 20,518 | -18.30 | ||||
| 2025-04-15 | 13F | Ibex Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 4,916 | 13.93 | 534 | 23.67 | ||||
| 2025-04-28 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 100 | 0.00 | 10 | 0.00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 9,855 | 20.74 | 1,070 | 31.13 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6,152 | -2.84 | 668 | 5.53 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 7,435 | 1.18 | 807 | 9.95 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 800 | 0.00 | 87 | 8.86 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 2,194 | 0.00 | 238 | 8.68 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 4,051 | 440 | ||||||
| 2025-04-21 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 36,048 | -0.92 | 3,914 | 7.62 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 84,604 | -13.77 | 9,187 | -6.34 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1,000 | 0.00 | 109 | 9.09 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 96 | 0.00 | 10 | 11.11 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 57 | 0.00 | 6 | 20.00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 18,956 | 0.01 | 2,058 | 8.66 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 11,095 | -34.05 | 1,205 | -28.42 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 9 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 16,256 | 6.15 | 1,765 | 15.28 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3,517 | 20.61 | 382 | 30.93 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 139,701 | -5.69 | 15,170 | 2.43 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 134 | 15 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 7,809 | -9.88 | 848 | -2.19 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 157 | 0.00 | 16 | -6.25 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 2,190 | 0.00 | 238 | 8.72 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 4,020 | 402 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 208,491 | 1.73 | 22,640 | 10.49 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 2,000 | 217 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 4,926 | 0.02 | 535 | 8.54 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,772 | -0.61 | 299 | 7.58 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 23,361 | -36.57 | 2,537 | -31.12 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 2,716 | 0.00 | 295 | 8.49 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7,418 | 1.77 | 806 | 10.58 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 410 | 0.00 | 45 | 22.22 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 2,051 | -6.77 | 223 | 1.37 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 2,068 | 0.05 | 225 | 8.74 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 5,575 | 0.00 | 605 | 8.62 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 2,972 | 0.00 | 323 | 8.42 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,778 | 193 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 20,121 | 0.00 | 2,185 | 8.60 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 220 | 24 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4,182 | -28.13 | 454 | -21.86 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 3,681 | -1.52 | 400 | 6.97 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15,162 | -5.04 | 1,646 | 3.13 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 28,552 | -0.49 | 3,100 | 8.09 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 101,258 | 0.13 | 10,996 | 8.75 | ||||
| 2025-08-04 | 13F | Golden Road Advisors Llc | 3,235 | 0.00 | 351 | 8.67 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 251 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 17,960 | 131.62 | 1,950 | 151.61 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 12,225 | 37.31 | 1,328 | 49.10 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 99,237 | -2.01 | 10,829 | 6.94 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 2,831 | 0.00 | 307 | 8.48 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 5,878 | -10.20 | 638 | -2.45 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1,842 | 200 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,658 | -4.88 | 180 | 3.45 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 5,160 | 0.04 | 560 | 8.74 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 3,383 | -0.24 | 367 | 8.26 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 1,186 | 0.00 | 129 | 8.47 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 4,541 | 0.00 | 493 | 8.83 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10,242 | 0.03 | 1,112 | 8.70 | ||||
| 2025-04-23 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 3,264 | -7.01 | 0 | |||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 28 | 0.00 | 3 | 50.00 | ||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 5,937 | 7.28 | 644 | 16.67 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 75 | 0.00 | 8 | 14.29 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | G&S Capital LLC | 23,086 | -14.73 | 2,507 | -7.39 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 111,644 | -5.96 | 12,123 | 2.14 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 36,546 | -0.17 | 4 | 0.00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 2,674 | 1.10 | 290 | 9.85 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 376,028 | -1.99 | 41 | 5.26 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 466 | 0.00 | 51 | 8.70 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 44 | 0.00 | 5 | 0.00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 11,893 | 3.03 | 1,292 | 11.87 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 3,554 | 0.00 | 386 | 8.45 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 8,305 | -4.22 | 902 | 4.04 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 19,581 | -0.20 | 2,125 | 8.36 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 2,123 | 0.00 | 231 | 8.49 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 3,000 | 0.00 | 326 | 8.70 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 100 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 45,817 | -1.67 | 4,975 | 6.81 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 3,830 | 0.00 | 416 | 8.64 | ||||
| 2025-08-27 | 13F/A | Putney Financial Group LLC | 133 | 0.00 | 14 | 7.69 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 300 | 0.00 | 33 | 10.34 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 16,293 | -2.51 | 1,769 | 5.93 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 1,140 | 0.00 | 124 | 8.85 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 3,482 | -0.20 | 378 | 8.62 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 5,469 | -2.08 | 594 | 6.27 | ||||
| 2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 7,973 | -0.13 | 865 | 8.40 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 477,156 | -10.64 | 51,814 | -2.94 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 528 | 0.00 | 57 | 7.69 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3,051 | 0 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 631 | 0.16 | 68 | 7.94 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 2,798 | 0.00 | 306 | 14.61 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 116,039 | -8.99 | 12,601 | -1.49 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 114 | 0.00 | 12 | 9.09 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 6,574 | 0.00 | 714 | 8.52 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 94,102 | 18.93 | 10,219 | 29.16 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 200 | 0.00 | 22 | 10.53 | ||||
| 2025-08-14 | 13F | Fmr Llc | 7,838 | 2.06 | 851 | 10.95 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 11,288 | 10.45 | 1,226 | 19.98 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 3,130 | -3.10 | 350 | 8.05 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 22,508 | -1.87 | 2,444 | 6.59 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 927 | 0.00 | 101 | 8.70 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 392 | 0.00 | 43 | 7.69 | ||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 2,057 | 0.00 | 223 | 8.78 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,615 | 0.00 | 175 | 10.06 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 49 | 0.00 | 5 | 25.00 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 6,552 | 0.05 | 711 | 8.72 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 16,763 | -1.29 | 1,820 | 7.25 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 13,197 | 1.46 | 1,433 | 10.23 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 2,000 | 217 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 324,446 | -8.37 | 35,232 | -0.47 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 943 | -6.63 | 102 | 2.00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 174 | 0.00 | 19 | 5.88 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 16,262 | -1.38 | 1,766 | 7.10 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 3,427 | -11.19 | 372 | -3.38 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 1,910 | 207 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 594 | 0.00 | 65 | 8.47 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 300 | 0.00 | 33 | 10.34 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 4,596 | 0.00 | 499 | 8.71 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2,926 | 1.74 | 318 | 10.45 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 1,950 | 212 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 12 | 0.00 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 62,518 | -4.70 | 6,789 | 3.49 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 2,419 | 0.00 | 263 | 8.71 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 73,556 | 4.01 | 7,987 | 12.97 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 24,933 | 2,707 | ||||||
| 2025-07-09 | 13F | Sapient Capital Llc | 3,454 | 0.00 | 375 | 8.70 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 28,877 | 12.31 | 3,136 | 13.30 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 2,006 | 0.00 | 218 | 8.50 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4,790 | 8.37 | 520 | 17.91 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 245 | 27 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 45 | 0.00 | 5 | 0.00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 855 | 0.00 | 93 | 8.24 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 39,463 | 1.00 | 4 | 33.33 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 251 | 0.00 | 27 | 8.00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 295 | 0.00 | 32 | 10.34 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 506,116 | -25.81 | 54,959 | -19.42 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 30,012 | -3.07 | 3,259 | 5.30 |
