Mga Batayang Estadistika
| Pemilik Institusional | 155 total, 155 long only, 0 short only, 0 long/short - change of 7.59% MRQ |
| Alokasi Portofolio Rata-rata | 0.4459 % - change of -4.23% MRQ |
| Saham Institusional (Jangka Panjang) | 57,946,332 (ex 13D/G) - change of 6.17MM shares 11.92% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 932,285 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF (US:BSCV) memiliki 155 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 57,946,332 saham. Pemegang saham terbesar meliputi Aptus Capital Advisors, LLC, DRSK - Aptus Defined Risk ETF, Raymond James Financial Inc, Morgan Stanley, LPL Financial LLC, Nelson, Van Denburg & Campbell Wealth Management Group, LLC, Hengehold Capital Management Llc, Invesco Ltd., Wells Fargo & Company/mn, and Atlantic Union Bankshares Corp .
Struktur kepemilikan institusional Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF (NasdaqGM:BSCV) 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 16.77 / share. Previously, on September 9, 2024, the share price was 16.68 / share. This represents an increase of 0.54% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 22,373 | -80.52 | 370 | -80.30 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 48 | 1 | ||||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Davis R M Inc | 89,989 | 23.58 | 1,488 | 25.27 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 50,546 | 77.30 | 841 | 81.03 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 365,231 | 9.47 | 6,037 | 10.95 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 23,347 | -5.39 | 386 | -4.23 | ||||
| 2025-05-15 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 2,062,293 | 99.03 | 34,090 | 101.72 | ||||
| 2025-08-11 | 13F | Mindset Wealth Management, Llc | 11,470 | 190 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2,920,697 | 8.00 | 48,279 | 9.46 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15,781 | 1.23 | 261 | 2.36 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2,389 | 39 | ||||||
| 2025-08-05 | 13F | Ellevest, Inc. | 100,843 | 2.01 | 1,667 | 3.35 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 80,375 | 12.73 | 1,329 | 14.29 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6,617 | -25.64 | 109 | -24.83 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 23,272 | 1.11 | 385 | 2.40 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 518,421 | 8,569 | ||||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 23,549 | 27.64 | 389 | 29.67 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 73,600 | -26.92 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 20,130 | 0.00 | 333 | 1.22 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 44,086 | 2.37 | 729 | 3.70 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 86,788 | 138.93 | 1,435 | 142.23 | ||||
| 2025-07-28 | 13F | Tlwm | 63,041 | -13.20 | 1,042 | -11.99 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 74,073 | 30.92 | 1,224 | 32.75 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 7,736,496 | 9.52 | 126,492 | 11.08 | ||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 131,339 | 19.45 | 2,171 | 21.08 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 33,298 | 8.48 | 550 | 10.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9,159,336 | 20.62 | 151,404 | 22.25 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 21,403 | 3.87 | 354 | 5.06 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 15,366 | 0.00 | 254 | 1.60 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 37,231 | 0.14 | 615 | 1.49 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 589,776 | 11.41 | 10 | 12.50 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 389,625 | 1.56 | 6,441 | 2.92 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 12,619 | 0.00 | 209 | 1.46 | ||||
| 2025-07-23 | 13F | Waycross Investment Management Co | 396,930 | -1.52 | 6,561 | -0.18 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 39,268 | 54.46 | 649 | 56.76 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 136,106 | 3.71 | 2,250 | 5.09 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 854,762 | 7.84 | 14,129 | 9.30 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 36,181 | 7.31 | 598 | 8.93 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 700 | 0.00 | 12 | 0.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 416,568 | 5.51 | 6,886 | 6.93 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 29,165 | 5.87 | 482 | 7.35 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 18,484 | -62.50 | 304 | -62.27 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 121,536 | 4.57 | 2,009 | 5.96 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 30,425 | 78.59 | 503 | 81.23 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 98,534 | 2.36 | 1,629 | 3.76 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 184,988 | 5.45 | 3,058 | 6.85 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,575 | 2.67 | 26 | 8.33 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1,289 | -5.50 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 95,558 | 2 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,720,974 | 14.69 | 28,448 | 16.23 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,197 | 0.00 | 20 | 0.00 | ||||
| 2025-07-22 | 13F | Legacy CG, LLC | 156,677 | -1.06 | 2,590 | 0.27 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 13,186 | 1.24 | 218 | 2.36 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 156,132 | 4.42 | 2,573 | 5.54 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 5,351 | 0.00 | 88 | 1.15 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 13,439 | 4.11 | 222 | 5.71 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 12,000 | 198 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 25,304 | 8.87 | 418 | 10.29 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,011 | 1.24 | 50 | 2.08 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 531,095 | 14.86 | 8,779 | 16.40 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 77,549 | 4.19 | 1,282 | 5.61 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 261,471 | 11,403.34 | 4,322 | 11,581.08 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 10,100 | 0.00 | 167 | 1.22 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 23,385 | 0.00 | 381 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,420 | -99.70 | 40 | -99.70 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 84,528 | 0.76 | 1,397 | 2.12 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 86,142 | 1.24 | 1,424 | 2.60 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 16,162 | 11.45 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 33,659 | 0.00 | 556 | 1.46 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,557,892 | 4.87 | 42,282 | 6.28 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 3,254 | 0.00 | 54 | 0.00 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 18,893 | 312 | ||||||
| 2025-08-07 | 13F | SFE Investment Counsel | 33,195 | 549 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 34,743 | 52.71 | 574 | 54.72 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 27,255 | 12.41 | 451 | 13.92 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 135,393 | 28.37 | 2,238 | 30.12 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 24,586 | -3.03 | 406 | -1.69 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,014,341 | 14.41 | 16,767 | 15.96 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 145,047 | 2,398 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 17,511 | 0.16 | 289 | 1.40 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 16,946 | -2.96 | 280 | -1.41 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 603,837 | 1.04 | 9,981 | 2.40 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 12,068 | -0.40 | 199 | 1.02 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 18,037 | 0.00 | 298 | 1.36 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 66,875 | -4.59 | 1 | 0.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 | 0 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 13,189 | 13.19 | 218 | 14.74 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 4,007 | 66 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 50 | 1 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 288,173 | -24.00 | 4,764 | -22.98 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 17,568 | 290 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6,233 | 0.00 | 103 | 1.98 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 10,249 | 124.27 | 169 | 128.38 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 75,229 | 14.83 | 1,244 | 16.39 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 32,545 | 0.00 | 538 | 1.32 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 16,061 | 265 | ||||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 602,950 | 0.89 | 9,967 | 2.25 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 33,676 | 35.00 | 549 | 38.29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6,240 | 0.00 | 103 | 1.98 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 862,490 | 6.33 | 14,257 | 7.76 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 118,262 | 19.66 | 1,955 | 21.29 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 3,124 | -1.05 | 51 | 0.00 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 20,420 | 0.00 | 338 | 1.20 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 16,800 | 3.11 | 278 | 4.53 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 305,772 | 26.83 | 5,036 | 28.08 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 35,161 | 135.29 | 581 | 139.09 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 282,516 | -1.14 | 4,670 | 0.19 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 153,435 | 4.53 | 2,536 | 5.93 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 185,678 | 39.13 | 3,069 | 41.04 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 61,286 | 22.83 | 1,013 | 24.60 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 14,942 | 48.53 | 247 | 50.00 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 472,144 | 23.83 | 7,805 | 25.51 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 142,438 | 12.49 | 2,355 | 13.94 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 173,941 | -0.26 | 2,875 | 1.09 | ||||
| 2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 2,198 | 0.00 | 36 | 2.86 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 165 | 0 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2,603 | 43 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 39,935 | 660 | ||||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 12,883 | 10.24 | 213 | 11.58 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 72,687 | 0.24 | 1,202 | 1.61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,468,469 | 3.72 | 57,334 | 5.12 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 306,276 | 8.04 | 5 | 25.00 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-03-25 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 297,073 | 5.65 | 4,911 | 7.09 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 360,661 | 7.17 | 5,962 | 8.60 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 96,848 | -7.97 | 1,601 | -6.76 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 928 | 42.62 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 1,814,358 | 27.31 | 29,991 | 29.03 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 80,143 | 6.27 | 1,325 | 7.64 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 290,810 | 8.02 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 518,421 | -15.61 | 8,569 | -14.47 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 152,261 | 6.08 | 2,517 | 7.52 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 107,039 | 4.49 | 1,769 | 5.93 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 89,531 | 0.97 | 1,480 | 2.28 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 80,578 | 103.59 | 1,332 | 106.36 | ||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 68,340 | 4.18 | 1,130 | 5.61 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 1,231,957 | -1.34 | 20,364 | -0.01 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 305,600 | 106.35 | 5,052 | 109.15 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 366,505 | 18.09 | 6,058 | 19.70 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1,037,074 | 20.43 | 17,143 | 22.05 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 16,530 | 1 | ||||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 1,037,817 | 4.12 | 17,155 | 5.53 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,088,844 | 6.07 | 17,999 | 7.50 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1,658,455 | 8.69 | 27,411 | 10.16 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 10,600 | 175 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 13,856 | 0.62 | 229 | 2.23 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,597,465 | 41.83 | 42,936 | 43.74 | ||||
| 2025-08-14 | 13F | Fmr Llc | 27 | -3.57 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,882 | 0.00 | 64 | 1.59 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 61,376 | 5.39 | 1,015 | 7.76 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 1,092,697 | -9.73 | 18,062 | -8.51 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 14,420 | 2.57 | 238 | 3.93 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 37,973 | 27.44 | 628 | 31.17 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 69,376 | 5.41 | 1,147 | 6.80 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 17,634 | 110.05 | 291 | 113.97 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 188,958 | -2.59 | 3,123 | -1.26 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 48,255 | -1.25 | 798 | 0.00 |
