Mga Batayang Estadistika
| Pemilik Institusional | 154 total, 154 long only, 0 short only, 0 long/short - change of -3.14% MRQ |
| Alokasi Portofolio Rata-rata | 0.1516 % - change of 8.03% MRQ |
| Saham Institusional (Jangka Panjang) | 19,188,172 (ex 13D/G) - change of 0.22MM shares 1.15% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 377,071 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF (US:PID) memiliki 154 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 19,188,172 saham. Pemegang saham terbesar meliputi Morgan Stanley, Wells Fargo & Company/mn, LPL Financial LLC, Modern Wealth Management, LLC, Kaye Capital Management, Strategic Wealth Partners, Ltd., UBS Group AG, Bank Of America Corp /de/, Ameriprise Financial Inc, and Jones Financial Companies Lllp .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF (NasdaqGM:PID) 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 21.17 / share. Previously, on September 6, 2024, the share price was 19.35 / share. This represents an increase of 9.42% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 55,957 | 1.56 | 1,147 | 9.24 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 1,521 | 0.00 | 31 | 6.90 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 343,747 | -5.46 | 7,167 | 3.38 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,029 | 0.00 | 21 | 10.53 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 359 | 1.41 | 7 | 16.67 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 12,563 | 0.00 | 258 | 7.53 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 996 | 1.32 | 20 | 11.11 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,660 | -28.14 | 34 | -23.26 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1,792 | 0.00 | 37 | 5.88 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 119,140 | -1.27 | 2,442 | 6.13 | ||||
| 2025-08-14 | 13F | Comerica Bank | 17,994 | 38.79 | 369 | 48.99 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 12 | 0 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 720 | -5.26 | 15 | 0.00 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 10,408 | -0.14 | 213 | 7.58 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 31,098 | 54.92 | 638 | 66.75 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 76,691 | 21.96 | 1,572 | 31.11 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1,008,078 | 20,666 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 40,425 | -1.62 | 829 | 5.75 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 22,238 | 1.29 | 456 | 8.85 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 27,382 | 0.00 | 522 | 4.19 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 13,876 | 0.00 | 284 | 7.58 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Tocqueville Asset Management L.p. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 193,351 | 1.17 | 3,964 | 8.75 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 131,064 | 3.92 | 2,733 | 10.47 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 44,024 | -13.32 | 902 | -6.82 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 12,794 | 0.66 | 262 | 8.26 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 65 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 81,924 | -21.56 | 1,674 | -15.75 | ||||
| 2025-05-13 | 13F | High Falls Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 21,800 | -11.02 | 447 | -4.50 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 112,166 | -1.19 | 2,302 | 6.38 | ||||
| 2025-05-05 | 13F | Riverchase Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1,710 | 1.30 | 35 | 9.38 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 79,195 | -5.02 | 1,624 | 2.08 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 32,079 | -10.30 | 658 | -3.52 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 380 | 0.00 | 8 | 0.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 452,396 | 11.56 | 9,274 | 19.94 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 16,735 | 7.50 | 343 | 15.88 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 21 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Atala Financial Inc | 11,095 | 227 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,856 | 40.08 | 38 | 52.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 37,794 | -30.99 | 775 | -25.86 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 265 | 0.00 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,223,329 | -0.02 | 25,078 | 7.47 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10,836 | 4.33 | 222 | 12.12 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 958,671 | 0.73 | 19,653 | 6.93 | ||||
| 2025-04-23 | 13F | Silver Lake Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 27,545 | -3.37 | 1 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 19,440 | -29.28 | 409 | -22.98 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 41,118 | 9.51 | 843 | 17.60 | ||||
| 2025-08-08 | 13F | Creative Planning | 112,265 | 4.58 | 2,301 | 12.41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 187 | 4 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 42,898 | 0.44 | 1 | |||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 902 | -2.80 | 18 | 5.88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 219,472 | -4.64 | 4,499 | 2.51 | ||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 25,256 | 0.04 | 518 | 7.48 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 24,523 | 0.00 | 503 | 7.49 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 254,266 | 0.24 | 5,212 | 7.75 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,038 | 0.00 | 42 | 7.89 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 73,810 | -20.37 | 1,513 | -14.37 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 38,262 | 0.00 | 784 | 7.54 | ||||
| 2025-05-13 | 13F/A | Magnolia Capital Advisors Llc | 18,171 | 0.00 | 333 | 2.15 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,424 | 29 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3,525 | 8.39 | 72 | 22.03 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 9,820 | 201 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 4,560 | 0.00 | 93 | 8.14 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 96,869 | -46.50 | 2 | -66.67 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1,900 | 0.00 | 39 | 5.56 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,113 | -2.49 | 43 | 10.26 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 10,274 | 0.00 | 196 | 3.72 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 36,785 | -4.26 | 754 | 3.01 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,222 | 1.24 | 25 | 8.70 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 45,028 | 0.36 | 923 | 7.95 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 83 | 1.22 | 2 | 0.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 15,959 | 0.15 | 327 | 7.92 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 10,000 | 0.00 | 205 | 12.02 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,530 | 0.00 | 31 | 6.90 | ||||
| 2025-05-07 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 231,826 | -6.07 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,600,290 | -5.04 | 32,806 | 2.08 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 117,955 | 2.72 | 2,418 | 10.46 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 239,626 | 3.98 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 15,029 | 0.00 | 308 | 7.69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 67,613 | 0.50 | 1,386 | 8.11 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 909,313 | 4.36 | 18,641 | 12.19 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 256,253 | -2.24 | 5,253 | 5.10 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 50,237 | -2.42 | 1,030 | 4.89 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 9,671 | 0.76 | 198 | 8.20 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 10,710 | 0.00 | 220 | 7.35 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 23,651 | 485 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 32,964 | -4.14 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 51,884 | 1.05 | 1,064 | 8.58 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 61,943 | 0.00 | 1,270 | 7.45 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5,289 | 3.58 | 108 | 11.34 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 28,954 | -21.07 | 594 | -15.16 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 847,494 | -1.90 | 16,908 | 2.63 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15,810 | -7.84 | 324 | -0.92 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 713 | 0.00 | 15 | 7.69 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1,029 | 0.00 | 21 | 10.53 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 17,044 | 0.12 | 349 | 7.72 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,111 | 1.28 | 23 | 10.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,131,687 | -9.79 | 64,200 | -3.02 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 30,579 | -0.98 | 627 | 6.46 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 273 | 6 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 791 | 0.00 | 16 | 6.67 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 22,001 | 1.29 | 451 | 8.94 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 6,450 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 5,893 | 0.00 | 121 | 5.26 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 227,036 | -2.49 | 4,654 | 4.82 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 123,877 | -0.33 | 2,539 | 7.13 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 19,800 | 8.79 | 406 | 16.71 | ||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 101,861 | 0.03 | 2,088 | 7.57 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 69,911 | 0.00 | 1,433 | 7.50 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14,011 | 20.69 | 287 | 29.86 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9,636 | 198 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 912,142 | 0.19 | 18,699 | 7.71 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,390 | -3.59 | 49 | 2.13 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 322,602 | -6.80 | 6,615 | 0.18 | ||||
| 2025-08-14 | 13F | Fmr Llc | 8,125 | -9.25 | 167 | -2.35 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 12,864 | -2.38 | 264 | 4.78 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 259,480 | -1.19 | 5,320 | 6.25 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 63,232 | -1.62 | 1,296 | 5.80 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 191 | 0.00 | 4 | 0.00 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 95,371 | 1,955 | ||||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 48,500 | 0.05 | 994 | 7.58 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 36 | 1 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 73 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 12,210 | 0.00 | 258 | 9.83 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 733 | 15 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1,582 | 0.00 | 32 | 6.67 | ||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 11,562 | 0.42 | 237 | 8.22 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 29,451 | -21.64 | 604 | -15.78 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7,560 | 155 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,504 | -7.12 | 51 | 0.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 127 | 49.41 | 0 | |||||
| 2025-08-12 | 13F | Kaye Capital Management | 1,008,078 | -6.70 | 20,666 | 0.30 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4,554 | 0.00 | 93 | 8.14 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 36 | 0.00 | 1 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 551,873 | 54.56 | 11,220 | 64.77 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 55,478 | -1.57 | 1,137 | 5.87 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 29,168 | 3.40 | 598 | 11.17 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 40,011 | -2.21 | 820 | 5.13 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 1,025 | 0.00 | 21 | 10.53 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 16,447 | 28.37 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 10,204 | 1.29 | 209 | 8.85 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 24,685 | -0.02 | 506 | 7.66 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 36,089 | -9.04 | 740 | -2.25 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1,212 | 0.00 | 25 | 8.70 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 25,741 | -1.94 | 1 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 43,934 | 8.41 | 901 | 16.58 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 78,852 | 0.58 | 1,616 | 8.09 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 47,648 | -66.62 | 977 | -64.14 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 227,498 | 0.52 | 4,664 | 8.06 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 205,621 | 6.37 | 4,215 | 14.35 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 79,778 | 8.89 | 1,653 | 19.11 | ||||
| 2025-04-23 | 13F | Fourth Dimension Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 58,509 | 0.06 | 1,199 | 7.53 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 321 | 1.26 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 49,196 | -66.65 | 1 | -50.00 | ||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 88,783 | 186.05 | 1,820 | 207.95 |
