ADX - Adams Diversified Equity Fund, Inc. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (NYSE)

Adams Diversified Equity Fund, Inc.
US ˙ NYSE ˙ US0062121043

Mga Batayang Estadistika
Pemilik Institusional 196 total, 196 long only, 0 short only, 0 long/short - change of 4.23% MRQ
Alokasi Portofolio Rata-rata 0.2441 % - change of -19.07% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 26,401,526 (ex 13D/G) - change of -2.11MM shares -7.39% MRQ
Nilai Institusional (Jangka Panjang) $ 450,806 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Adams Diversified Equity Fund, Inc. (US:ADX) memiliki 196 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 26,401,526 saham. Pemegang saham terbesar meliputi Lazard Asset Management Llc, Saba Capital Management, L.P., Morgan Stanley, Cohen & Steers, Inc., Raymond James Financial Inc, Cohen & Steers Closed-end Opportunity Fund, Inc., Royal Bank Of Canada, Blue Bell Private Wealth Management, Llc, Bensler, LLC, and 1607 Capital Partners, LLC .

Struktur kepemilikan institusional Adams Diversified Equity Fund, Inc. (NYSE:ADX) 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 21.77 / share. Previously, on September 9, 2024, the share price was 20.67 / share. This represents an increase of 5.32% over that period.

ADX / Adams Diversified Equity Fund, Inc. Institutional Ownership
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.

ADX / Adams Diversified Equity Fund, Inc. Historical Put/Call Ratio
Pengajuan 13D/G

Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.

Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.

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Tanggal File Formulir Investor Sebelumnya
Saham
Terbaru
Saham
Δ Saham
(Persen)
Kepemilikan
(Persen)
Δ Pagmamay-ari
(Persen)
2025-02-13 13G/A Bergstrom Edith H. 6,769,800 1,626,883 -75.97 1.30 -76.36
2024-11-25 13D/A Saba Capital Management, L.P. 6,644,770 5,547,675 -16.51 4.97 -16.47
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
(%)
2025-07-14 13F Park Avenue Securities Llc 27,955 1
2025-08-12 13F Virtu Financial LLC 0 -100.00 0
2025-07-21 13F Hilltop National Bank 317 0.00 7 0.00
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 9,810 213
2025-07-03 13F Sage Capital Advisors,llc 17,908 -9.15 389 3.74
2025-08-06 13F Smh Capital Advisors Inc 13,069 -1.43 284 12.75
2025-08-01 13F Boyd Watterson Asset Management Llc/oh 300 0.00 7 20.00
2025-07-24 13F KC Investment Advisors, LLC 12,715 -62.96 276 -57.60
2025-07-10 13F Stolper Co 98,831 2.85 2 100.00
2025-08-11 13F NewEdge Wealth, LLC 14,813 0.00 321 13.88
2025-08-13 13F Rsm Us Wealth Management Llc 44,465 -2.73 965 11.18
2025-07-24 13F Accredited Investor Services, Llc 15,757 3.91 342 19.16
2025-08-13 13F Millstone Evans Group, LLC 977 0.00 21 16.67
2025-07-17 13F Sound Income Strategies, LLC 2,615 325.20 57 409.09
2025-07-07 13F First Community Trust Na 4,680 0.00 102 14.77
2025-07-17 13F Uncommon Cents Investing LLC 184,951 -0.58 4,015 13.67
2025-08-01 13F Financial Counselors Inc 0 -100.00 0 -100.00
2025-07-29 13F Mezzasalma Advisors, LLC 21,539 1.95 468 16.46
2025-07-14 13F Armstrong Advisory Group, Inc 500 11
2025-08-05 13F Scarborough Advisors, LLC 3,294 72
2025-08-14 13F Sunbelt Securities, Inc. 2,563 0.43 52 6.25
2025-07-24 13F Ronald Blue Trust, Inc. 26,296 2.26 571 16.80
2025-08-14 13F Intrepid Family Office Llc 257,412 0.00 5,588 14.32
2025-08-14 13F potrero capital research llc 442,735 0.00 9,612 14.32
2025-07-08 13F/A Salem Investment Counselors Inc 50,062 0.00 1,087 14.32
2025-07-25 13F Concurrent Investment Advisors, LLC 43,575 -17.26 946 -5.40
2025-08-14 13F Ancora Advisors, LLC 62,678 -1.62 1,361 12.49
2025-07-16 13F Minichmacgregor Wealth Management, Llc 135,923 0.24 466 11.78
2025-08-14 13F Warren Averett Asset Management, LLC 67,600 0.59 1,468 14.97
2025-08-12 13F Farmers National Bank 27,234 0.00 591 14.31
2025-08-13 13F StoneX Group Inc. 21,695 29.14 471 47.34
2025-08-12 13F Jpmorgan Chase & Co 13,003 1.29 282 16.05
2025-08-04 13F Assetmark, Inc 436 -56.53 9 -52.63
2025-08-12 13F Archer Investment Corp 1,889 0.00 41 17.14
2025-08-14 13F Boston Private Wealth Llc 0 -100.00 0
2025-08-13 13F Global Endowment Management, LP 0 -100.00 0
2025-07-11 13F Farther Finance Advisors, LLC 1,400 0.00 30 15.38
2025-08-12 13F Proequities, Inc. 0 0
2025-08-07 13F Vista Investment Partners Ii, Llc 10,394 226
2025-07-11 13F/A Umb Bank N A/mo 2,460 2.24 53 17.78
2025-08-15 13F Kestra Advisory Services, LLC 192,759 -1.47 4,185 12.62
2025-08-13 13F Jones Financial Companies Lllp 59,025 37.52 1,268 56.03
2025-08-08 13F Kane Investment Management, Inc. 0 -100.00 0
2025-08-08 13F/A Sequoia Financial Advisors, LLC 0 -100.00 0
2025-07-22 13F Rocky Mountain Advisers, Llc 313 0.00 7 20.00
2025-08-13 13F Lido Advisors, LLC 48,223 1.89 1,047 16.48
2025-07-24 13F MSH Capital Advisors LLC 11,434 -9.68 248 3.33
2025-08-14 13F Glen Eagle Advisors, LLC 4,718 2.23 102 17.24
2025-07-14 13F Founders Capital Management, Llc 11,593 2.12 252 16.74
2025-05-08 13F Plante Moran Financial Advisors, LLC 0 -100.00 0
2025-07-23 13F Abel Hall, LLC 11,200 243
2025-07-25 13F Allspring Global Investments Holdings, LLC 412,966 -21.14 8,965 -9.85
2025-08-15 13F Prevail Innovative Wealth Advisors, Llc 25,382 551
2025-08-05 13F Cherry Tree Wealth Management, LLC 252 0.00 5 25.00
2025-08-07 13F Midwest Trust Co 44,410 964
2025-08-12 13F Steward Partners Investment Advisory, Llc 5,542 5.95 120 21.21
2025-08-15 13F CI Private Wealth, LLC 65,476 0.38 1,421 14.78
2025-08-06 13F RFG - Bristol Wealth Advisors, LLC 37,723 -36.41 819 -27.35
2025-08-14 13F 1607 Capital Partners, LLC 672,672 2.99 14,604 17.74
2025-08-08 13F Westbourne Investment Advisors, Inc. 71,500 1,552
2025-08-12 13F Landscape Capital Management, L.l.c. 0 -100.00 0
2025-08-11 13F Blue Bell Private Wealth Management, Llc 934,213 -0.28 20,282 14.00
2025-08-14 13F EP Wealth Advisors, Inc. 18,455 401
2025-08-18 13F Arq Wealth Advisors, Llc 134,567 0.00 2,555 0.00
2025-08-06 13F Bensler, LLC 857,856 8.93 18,624 24.54
2025-07-17 13F Delta Capital Management Llc 105,466 0.00 2 0.00
2025-08-05 13F Huntington National Bank 0
2025-08-06 13F Penserra Capital Management LLC 242,540 3.04 5 25.00
2025-05-07 13F Prosperity Consulting Group, LLC 0 -100.00 0
2025-07-07 13F Wesbanco Bank Inc 19,362 70.41 420 95.35
2025-08-01 13F Envestnet Asset Management Inc 31,887 0.15 692 14.57
2025-08-05 13F Shaker Financial Services, LLC 0 -100.00 0
2025-08-07 13F Kestra Private Wealth Services, Llc 25,190 2.47 547 17.17
2025-08-14 13F Jane Street Group, Llc 54,103 95.74 1,175 124.05
2025-08-13 13F Allegheny Financial Group LTD 18,473 0.00 401 14.57
2025-08-05 13F Uniting Wealth Partners, LLC 21,418 5.06 465 19.90
2025-08-13 13F Russell Investments Group, Ltd. 60 1.69 1 0.00
2025-07-28 13F BRYN MAWR TRUST Co 45,348 2.25 985 16.86
2025-08-04 13F Creative Financial Designs Inc /adv 217 -82.13 5 -82.61
2025-08-25 13F Silverlake Wealth Management Llc 10,821 0.00 235 14.15
2025-08-14 13F Glenmede Investment Management, LP 1,000 22
2025-07-31 13F Kathleen S. Wright Associates Inc. 665 0.00 14 16.67
2025-08-14 13F K2 Principal Fund, L.p. 16,182 2.25 351 17.00
2025-07-25 13F LRI Investments, LLC 2,929 2.23 64 16.67
2025-08-07 13F Roberts Glore & Co Inc /il/ 139,235 19.64 3,023 36.74
2025-08-08 13F Cetera Investment Advisers 149,468 -0.69 3,245 13.51
2025-07-25 13F Priebe Wealth Holdings LLC 149,363 -17.60 3,243 -5.81
2025-07-18 13F Truist Financial Corp 13,417 0.41 291 15.02
2025-08-14 13F Aqr Capital Management Llc 12,151 264
2025-08-04 13F Wolverine Asset Management Llc 0 -100.00 0
2025-08-14 13F Royal Bank Of Canada 961,820 -8.82 20,881 4.24
2025-04-29 13F Pensionmark Financial Group, Llc 0 -100.00 0
2025-08-11 13F Private Advisor Group, LLC 22,320 77.23 485 102.51
2025-08-14 13F Mml Investors Services, Llc 43,058 2.09 1
2025-07-31 13F Whipplewood Advisors, LLC 6 -25.00 0
2025-07-24 13F Us Bancorp \de\ 7,483 2.20 162 16.55
2025-08-12 13F Pathstone Holdings, LLC 17,339 -35.01 376 -27.13
2025-08-14 13F Lazard Asset Management Llc 3,551,179 0.00 77 14.93
2025-07-02 13F Capital Market Strategies LLC 20,110 -4.83 437 8.73
2025-07-18 13F Consolidated Portfolio Review Corp 152,212 1.85 3,305 16.42
2025-07-15 13F Mather Group, Llc. 0 -100.00 0
2025-08-08 13F Creative Planning 13,016 1.89 283 16.53
2025-08-14 13F Wells Fargo & Company/mn 143,862 -8.84 3,123 4.24
2025-07-24 NP CEFS - Saba Closed-End Funds ETF 363,597 0.00 7,432 1.68
2025-07-31 13F Oppenheimer & Co Inc 35,347 1.72 767 16.39
2025-07-29 13F Private Trust Co Na 756 2.16 16 14.29
2025-08-14 13F Heritage Wealth Management, Inc. 9,659 210
2025-08-14 13F Stifel Financial Corp 373,885 3.12 8,117 17.89
2025-08-05 13F Tiaa Trust, National Association 10,062 218
2025-08-14 13F UBS Group AG 80,818 31.00 1,755 49.79
2025-05-15 13F Logan Stone Capital, LLC 0 -100.00 0
2025-07-30 13F Whittier Trust Co 105 0.00 2 100.00
2025-08-07 13F CENTRAL TRUST Co 1,000 22
2025-08-12 13F CIBC Private Wealth Group, LLC 976 97,500.00 21
2025-07-23 13F Kingswood Wealth Advisors, Llc 10,921 2.25 237 17.33
2025-04-15 13F Transform Wealth, LLC 21,577 0.00 410 -5.98
2025-05-08 13F Great Valley Advisor Group, Inc. 0 -100.00 0
2025-08-27 NP RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 113 -26.14 2 0.00
2025-08-14 13F Saba Capital Management, L.P. 2,870,153 -35.69 62,311 -26.48
2025-09-04 13F/A Advisor Group Holdings, Inc. 178,281 7.10 3,871 22.43
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 41,772 -5.45 1
2025-08-14 13F Quantedge Capital Pte Ltd 13,457 -80.17 292 -77.33
2025-05-12 13F Sandy Spring Bank 975 0.00 19 -5.26
2025-05-15 13F Polar Asset Management Partners Inc. 0 -100.00 0 -100.00
2025-08-27 NP RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P 67 -43.22 1 -50.00
2025-08-05 13F Benchmark Financial Wealth Advisors, LLC 9,829 213
2025-07-07 13F RB Capital Management, LLC 202,109 -2.94 4,388 10.95
2025-08-14 13F Colony Group, LLC 48,562 0.00 1,054 14.32
2025-05-15 13F Two Sigma Securities, Llc 0 -100.00 0 -100.00
2025-08-13 13F Generation Capital Management LLC 47,302 -6.01 1,027 7.43
2025-07-29 13F Tradewinds Capital Management, LLC 8,871 0.00 193 14.29
2025-08-06 13F Vantage Financial Partners, LLC 9,922 215
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 428,357 3.59 9,381 19.47
2025-05-14 13F Capital Analysts, Inc. 0 -100.00 0
2025-08-14 13F Mercer Global Advisors Inc /adv 48,117 -5.54 1,045 7.96
2025-07-22 13F Merit Financial Group, LLC 54,328 12.88 1,179 29.13
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-08-06 13F Atlantic Union Bankshares Corp 975 21
2025-07-29 13F Uhlmann Price Securities, Llc 32,229 1.91 700 16.50
2025-08-07 13F Allworth Financial LP 9,958 2.26 216 18.03
2025-08-14 13F Raymond James Financial Inc 1,228,172 2.26 26,664 16.90
2025-08-01 13F General American Investors Co Inc 131,124 0.00 2,847 14.30
2025-07-23 13F Valmark Advisers, Inc. 9,797 213
2025-07-11 13F Quad-Cities Investment Group, LLC 26,525 2.26 576 16.87
2025-08-04 13F Waterfront Wealth Inc. 440,707 6.45 9,568 21.70
2025-08-13 13F Level Four Advisory Services, Llc 0 -100.00 0
2025-08-01 13F GoalVest Advisory LLC 9,119 198
2025-08-08 13F Larson Financial Group LLC 352 0.00 8 16.67
2025-08-14 13F Mariner, LLC 45,521 31.00 988 49.92
2025-08-13 13F Jones Road Capital Management, L.p. 0 -100.00 0
2025-08-14 13F CoreCap Advisors, LLC 314 0.00 7 20.00
2025-07-17 13F Janney Montgomery Scott LLC 54,247 -0.93 1 0.00
2025-08-11 13F HighTower Advisors, LLC 62,024 166.24 1,347 204.52
2025-08-14 13F Snowden Capital Advisors LLC 10,006 217
2025-07-30 13F D.a. Davidson & Co. 128,425 -0.65 2,788 13.61
2025-08-06 13F Commonwealth Equity Services, Llc 68,965 -8.43 1 0.00
2025-08-14 13F Wetherby Asset Management Inc 12,203 0.00 265 7.32
2025-07-31 13F Lee Danner & Bass Inc 25,000 0.00 543 14.35
2025-07-15 13F Fifth Third Bancorp 39,498 -6.52 858 6.86
2025-08-13 13F Walleye Capital LLC 0 -100.00 0
2025-06-26 NP Voya Prime Rate Trust 16,355 -18.33 308 -24.88
2025-08-14 13F Bank Of America Corp /de/ 243,466 -5.87 5,286 7.62
2025-08-13 13F Northwestern Mutual Wealth Management Co 48,162 0.06 1,046 14.33
2025-08-08 13F Arcadia Investment Management Corp/mi 1 0.00 0
2025-08-11 13F Principal Securities, Inc. 0 -100.00 0
2025-07-16 13F Signature Resources Capital Management, LLC 1,055 23
2025-08-12 13F Advisors Asset Management, Inc. 349,282 1.25 7,583 15.76
2025-08-11 13F Citigroup Inc 5 0.00 0
2025-07-14 13F CRA Financial Services, LLC 10,000 0.00 217 14.81
2025-08-28 NP YYY - Amplify High Income ETF 240,070 1.99 5,212 16.60
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 27,688 24.79 601 42.76
2025-08-15 13F Morgan Stanley 2,571,414 10.15 55,825 25.93
2025-07-24 13F Morton Brown Family Wealth, LLC 194 0.00 4 33.33
2025-07-25 13F Atria Wealth Solutions, Inc. 24,707 -40.54 538 -31.94
2025-08-05 13F Bank Of Montreal /can/ 11,451 -7.29 249 5.98
2025-07-15 13F Fortitude Family Office, LLC 2,900 63
2025-07-17 13F/A Capital Investment Advisors, LLC 49,056 -4.12 1,065 9.68
2025-05-12 13F Fmr Llc 0 -100.00 0
2025-05-13 13F Elequin Capital Lp 0 -100.00 0
2025-07-09 13F Massmutual Trust Co Fsb/adv 44,410 2.25 964 16.99
2025-07-28 13F Turtle Creek Wealth Advisors, LLC 28,106 0.00 610 14.45
2025-08-14 13F Comerica Bank 4,299 52.72 93 75.47
2025-07-11 13F Diversified Trust Co 64,058 0.00 1,391 14.31
2025-08-28 NP Cohen & Steers Closed-end Opportunity Fund, Inc. 1,096,864 1.86 23,813 16.45
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 264,995 11.89 5,753 27.93
2025-08-01 13F MorganRosel Wealth Management, LLC 5,292 0.00 115 14.00
2025-08-14 13F GWM Advisors LLC 35,672 -1.91 774 12.17
2025-08-14 13F Kovitz Investment Group Partners, LLC 27,082 588
2025-07-28 13F Harbour Investments, Inc. 22,546 0.00 489 14.25
2025-08-14 13F Cohen & Steers, Inc. 1,244,635 1.63 27 17.39
2025-08-26 13F/A Thrivent Financial For Lutherans 0 -100.00 0 -100.00
2025-08-11 13F WPG Advisers, LLC 1,728 -24.51 38 -13.95
2025-07-29 13F Regions Financial Corp 17,331 -0.62 376 13.60
2025-08-07 13F Readystate Asset Management Lp 0 -100.00 0
2025-05-15 13F Millennium Management Llc 0 -100.00 0 -100.00
2025-07-25 13F Prostatis Group LLC 32,878 -3.46 714 10.37
2025-08-12 13F J.w. Cole Advisors, Inc. 30,167 0.09 655 14.34
2025-05-15 13F Concorde Asset Management, LLC 23,277 60.54 436 48.97
2025-08-01 13F First Command Advisory Services, Inc. 4,420 0.00 96 14.46
2025-08-11 13F Cannon Advisors, Inc. 25,162 3.92 547 18.95
2025-08-08 13F Capstone Financial Advisors, Inc. 41,601 1.18 903 15.77
2025-08-12 13F LPL Financial LLC 423,984 154.22 9,205 190.62
2025-08-08 13F Pnc Financial Services Group, Inc. 30,143 0.71 654 15.14
2025-08-14 13F Integrated Wealth Concepts LLC 141,488 -0.76 3,072 13.45
2025-08-12 13F Twin Focus Capital Partners, Llc 40,205 0.00 873 14.29
2025-08-14 13F Ameriprise Financial Inc 106,697 13.47 2,367 32.53
2025-08-08 13F Kingsview Wealth Management, LLC 11,357 -5.36 247 8.37
2025-08-12 13F Providence Wealth Advisors, LLC 98,953 0.00 2,135 13.56
2025-08-12 13F Mcdonald Partners Llc 16,729 2.26 363 17.10
2025-08-13 13F Thomas J. Herzfeld Advisors, Inc. 295 -99.59 6 -99.56
2025-07-07 13F Bangor Savings Bank 633 0.00 14 8.33
2025-08-12 13F Fca Corp /tx 186,460 2.56 4,048 17.27
2025-08-13 13F Cerity Partners LLC 28,391 -3.07 616 10.79
2025-07-14 13F Maryland Capital Advisors Inc. 175 0.00 4 0.00
2025-08-15 13F Captrust Financial Advisors 16,691 9.08 362 24.83
2025-07-25 13F Means Investment Co., Inc. 71,425 1,551
2025-07-29 13F Koshinski Asset Management, Inc. 63,215 4.88 1,372 19.93
2025-08-13 13F Guggenheim Capital Llc 25,264 -1.38 548 12.76
2025-08-11 13F Rothschild Investment Llc 2,121 2.22 46 17.95
2025-07-08 13F Atwood & Palmer Inc 1,057 0.00 23 10.00
2025-07-24 13F IFP Advisors, Inc 1,620 76.09 35 105.88
2025-08-06 13F Savant Capital, LLC 18,181 0.61 395 14.87
2025-07-23 13F Joel Isaacson & Co., LLC 26,520 0.00 576 14.31
2025-08-18 13F Geneos Wealth Management Inc. 16,848 4.48 366 19.28
2025-07-25 13F Cwm, Llc 2,836 17.29 0
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