Mga Batayang Estadistika
| Pemilik Institusional | 156 total, 156 long only, 0 short only, 0 long/short - change of -3.09% MRQ |
| Alokasi Portofolio Rata-rata | 0.1261 % - change of 0.93% MRQ |
| Saham Institusional (Jangka Panjang) | 34,895,033 (ex 13D/G) - change of 0.31MM shares 0.91% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 303,138 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
BlackRock Credit Allocation Income Trust (US:BTZ) memiliki 156 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 34,895,033 saham. Pemegang saham terbesar meliputi Sit Investment Associates Inc, Morgan Stanley, Bank Of America Corp /de/, Allspring Global Investments Holdings, LLC, Guggenheim Capital Llc, Raymond James Financial Inc, Invesco Ltd., PCEF - Invesco CEF Income Composite ETF, Wells Fargo & Company/mn, and Capital Investment Advisors, LLC .
Struktur kepemilikan institusional BlackRock Credit Allocation Income Trust (NYSE:BTZ) 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 11.07 / share. Previously, on September 9, 2024, the share price was 11.04 / share. This represents an increase of 0.27% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Smh Capital Advisors Inc | 21,831 | -1.03 | 238 | 0.85 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 21,890 | 0.00 | 239 | 2.14 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 15,313 | 167 | ||||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 14,617 | 0.00 | 160 | 1.92 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 575 | 0.00 | 6 | 0.00 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 14,007 | -5.45 | 153 | -3.80 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 18,416 | 0.00 | 201 | 2.03 | ||||
| 2025-05-05 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus Fund Class A | 30,673 | 0.00 | 335 | 1.83 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 28,525 | -15.13 | 311 | -13.61 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 10,474 | 0.00 | 112 | 2.75 | ||||
| 2025-05-12 | 13F | Peapack Gladstone Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | AAINX - Thrivent Opportunity Income Plus Fund Class A | 65,189 | 0.00 | 690 | -1.99 | ||||
| 2025-05-06 | 13F | Readystate Asset Management Lp | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6,969 | 76 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 16,423 | 0.03 | 179 | 2.29 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 351,042 | -0.50 | 3,833 | 1.38 | ||||
| 2025-07-17 | 13F | Uncommon Cents Investing LLC | 48,465 | -0.34 | 529 | 1.54 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 13,500 | 0.00 | 147 | 2.08 | ||||
| 2025-07-10 | 13F | Stolper Co | 80,493 | 6.54 | 1 | |||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 27,097 | -93.34 | 296 | -93.23 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 41,703 | 4.26 | 447 | 3.23 | ||||
| 2025-05-15 | 13F/A | Clear Street Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 167,502 | 1,829 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 6,070 | 1.51 | 66 | 3.13 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1,739,889 | 6.79 | 19,000 | 8.78 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 17,000 | 0.00 | 186 | 1.65 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 297,832 | -1.82 | 3,193 | 0.60 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 10,000 | 0.00 | 109 | 1.87 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 18,000 | 0.00 | 197 | 2.08 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1,233 | 0.00 | 13 | 0.00 | ||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 157,854 | 3.31 | 1,724 | 5.25 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 413 | 5 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 15,654 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 10,929 | -8.38 | 119 | -6.30 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 13,970 | 0.00 | 153 | 2.01 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 6 | 0.00 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 974,134 | -4.51 | 10,638 | -2.73 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 11,558 | 0.00 | 126 | 2.44 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 31,920 | 0.00 | 349 | 1.75 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5,348,264 | 1.07 | 58,403 | 2.96 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 28,772 | 314 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3,922 | -16.30 | 43 | -16.00 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 331,022 | 0.00 | 4 | 0.00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Semus Wealth Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 35,876 | 2.32 | 392 | 4.27 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 32,599 | -16.23 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 55,987 | -6.06 | 611 | -4.23 | ||||
| 2025-07-29 | 13F | Creekside Partners | 21,693 | 0.18 | 237 | 1.72 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 28,270 | 53.64 | 309 | 56.35 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 90,002 | 0.00 | 983 | 1.87 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 1,260,485 | -0.43 | 13,764 | 1.43 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 491,558 | 3.05 | 5 | 0.00 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 1,964 | -33.74 | 21 | -32.26 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 5,770,839 | 3.40 | 63 | 6.78 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 13,827 | -9.76 | 151 | -8.54 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 13,400 | 8.06 | 146 | 10.61 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 812 | -14.97 | 9 | -20.00 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 88,322 | 4.94 | 964 | 6.87 | ||||
| 2025-08-14 | 13F | UBS Group AG | 563,792 | 12.21 | 6,157 | 14.30 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 43,406 | -0.10 | 474 | 1.72 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 74,498 | 0.00 | 814 | 1.88 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 126,780 | -22.29 | 1,384 | -20.82 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 6,193 | -16.31 | 68 | -15.19 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A | 7,532 | 0.00 | 82 | 2.50 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 227,263 | 0.73 | 2,482 | 2.56 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 22,375 | -0.20 | 244 | 1.67 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 22,845 | -2.77 | 249 | -0.80 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 1,700 | 0.00 | 0 | |||||
| 2025-07-29 | NP | Guggenheim Active Allocation Fund | 290,333 | 0.00 | 3,115 | -1.11 | ||||
| 2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 266,474 | -0.75 | 2,910 | 1.08 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | AABFX - Thrivent Balanced Income Plus Fund Class A | 8,140 | 0.00 | 86 | -1.15 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,571,453 | 19.40 | 49,920 | 21.63 | ||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 51,023 | 0.00 | 557 | 2.01 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 38,424 | 420 | ||||||
| 2025-07-14 | 13F | E&G Advisors, LP | 16,192 | 0.00 | 177 | 1.73 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 21,534 | 0.36 | 235 | 2.17 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 12,674 | -2.58 | 138 | -0.72 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 34,341 | 1.12 | 375 | 3.02 | ||||
| 2025-07-14 | 13F | Argentarii, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Baird Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 217 | -69.52 | 2 | -71.43 | ||||
| 2025-05-12 | 13F | Citigroup Inc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 14,834 | -5.08 | 162 | -3.59 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 29,631 | -55.90 | 324 | -55.14 | ||||
| 2025-08-14 | 13F | Fmr Llc | 400 | -30.68 | 4 | -33.33 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11,449 | -7.08 | 125 | -5.30 | ||||
| 2025-04-17 | 13F | Stephens Consulting, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 48,216 | 17.80 | 527 | 20.09 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 30,979 | 4.66 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 2,419 | 0.00 | 0 | |||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 11,762 | 0.95 | 128 | 3.23 | ||||
| 2025-05-15 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 13,366 | 1.34 | 146 | 2.84 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 2,117,805 | -14.82 | 23,126 | -13.24 | ||||
| 2025-05-13 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 12,092 | 132 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Palogic Value Management, L.P. | 29,366 | -5.53 | 321 | -3.90 | ||||
| 2025-05-08 | 13F | We Are One Seven, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Broyhill Asset Management | 32,500 | 0.00 | 355 | 1.72 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 28,785 | 20.97 | 314 | 23.14 | ||||
| 2025-08-12 | 13F | Miller Financial Services LLC | 13,000 | 0.00 | 142 | 1.44 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,049,646 | 1.43 | 11,462 | 3.33 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 15,745 | 172 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,000 | 0.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 31,753 | 24.80 | 347 | 27.21 | ||||
| 2025-07-22 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 13,500 | 0.00 | 147 | 2.08 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 65 | 1 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 12,803 | -2.21 | 13 | -7.69 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 237,111 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 32,496 | 0 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A | 14,785 | 0.00 | 161 | 1.90 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 81,108 | -26.60 | 886 | -23.38 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2,250 | 0.00 | 25 | 0.00 | ||||
| 2025-04-30 | 13F | Parr Mcknight Wealth Management Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,086 | 0.00 | 12 | 0.00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 36,949 | -0.81 | 403 | 1.00 | ||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,146,754 | -1.55 | 12,305 | -2.64 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 75,647 | 0.48 | 826 | 2.35 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Arcus Capital Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 16,281 | 7.16 | 178 | 9.26 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 27,687 | -6.66 | 302 | -4.73 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 10,982 | 120 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 27,832 | 0.00 | 304 | 1.68 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1,718 | -63.42 | 19 | -64.00 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 54,367 | -2.32 | 594 | -0.50 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 14,170 | -5.34 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 68,000 | -15.21 | 743 | -13.62 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 10,517 | -13.03 | 115 | -11.63 | ||||
| 2025-08-05 | 13F | Rareview Capital LLC | 159,518 | 3.55 | 1,742 | 5.45 | ||||
| 2025-05-12 | 13F | Wolverine Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 486,548 | 2.00 | 5,313 | 3.91 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 200 | 0.00 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 16,602 | 0.54 | 181 | 2.26 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1,378 | 0.00 | 15 | 7.14 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 226,837 | 1.11 | 2,477 | 2.99 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 114,752 | 1.05 | 1,253 | 2.96 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 97,838 | 0.00 | 1,068 | 1.91 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 661,541 | 0.05 | 7,224 | 1.92 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10,280 | 112 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 7,830 | 86 | ||||||
| 2025-07-29 | NP | Guggenheim Strategic Opportunities Fund | 184,289 | 0.00 | 1,977 | -1.10 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 999 | -7.76 | 11 | -9.09 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 4,400 | 10.00 | 48 | 14.29 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 2,718 | 0.00 | 30 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 99 | 0.00 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 170,957 | -2.03 | 1,867 | -0.21 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 119,849 | -3.21 | 1,309 | -1.43 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 50,937 | -11.32 | 556 | -9.59 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 246,064 | 19.76 | 2,687 | 22.03 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A | 19,260 | 0.00 | 210 | 1.94 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 129,990 | -2.34 | 1,419 | -0.49 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 872,075 | -1.92 | 9,523 | -0.08 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 20,000 | 0.00 | 218 | 1.87 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4,472 | -52.28 | 49 | -52.00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 19,984 | 52.27 | 218 | 55.71 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 49,680 | -0.96 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 671,953 | -29.54 | 7,338 | -28.22 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 11,000 | 0.00 | 120 | 2.56 | ||||
| 2025-05-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 15,125 | 0.00 | 165 | 4.43 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 163,129 | 83.57 | 1,781 | 87.08 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 283 | 0.00 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 57,056 | 0.00 | 626 | 3.65 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 65,486 | 3.51 | 715 | 5.46 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 13,236 | 0.00 | 145 | 2.13 | ||||
| 2025-07-24 | 13F | Eastern Bank | 5,670 | 0.00 | 62 | 1.67 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12,704 | 4.62 | 139 | 6.98 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 16,365 | -8.13 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 79,470 | -5.60 | 868 | -3.88 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 88,168 | 3.59 | 963 | 5.48 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 14,000 | 0.00 | 153 | 1.33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,483,929 | 8.61 | 16,205 | 10.64 |
