Mga Batayang Estadistika
| Pemilik Institusional | 206 total, 206 long only, 0 short only, 0 long/short - change of 1.47% MRQ |
| Alokasi Portofolio Rata-rata | 0.1094 % - change of 1.94% MRQ |
| Saham Institusional (Jangka Panjang) | 36,597,044 (ex 13D/G) - change of 0.91MM shares 2.54% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 654,818 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Calamos Strategic Total Return Fund (US:CSQ) memiliki 206 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 36,597,044 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, UBS Group AG, Wells Fargo & Company/mn, Royal Bank Of Canada, Raymond James Financial Inc, Cornerstone Advisors, LLC, LPL Financial LLC, Bensler, LLC, and Cornerstone Strategic Value Fund Inc .
Struktur kepemilikan institusional Calamos Strategic Total Return Fund (NasdaqGS:CSQ) 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 18.61 / share. Previously, on September 6, 2024, the share price was 16.25 / share. This represents an increase of 14.52% 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 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2024-11-14 | Apollo Management Holdings GP, LLC | 1,920,000 | 1,920,000 | 0.00 | 48.00 | 0.00 | ||
| 2024-11-08 | MetLife Investment Management, LLC | 320,000 | 1,800,000 | 462.50 | 55.56 | 594.50 | ||
| 2024-08-30 | NORTHWESTERN MUTUAL LIFE INSURANCE CO | 1,200,000 | 37.50 |
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
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.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,289,521 | 2.04 | 60,001 | 15.03 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 2,128 | 39 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 12,463 | 0.00 | 227 | 12.94 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Smh Capital Advisors Inc | 14,922 | -1.39 | 272 | 11.48 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 1,100 | 20 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 6 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 530,147 | 4.49 | 9,670 | 17.80 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 19,404 | 9.85 | 354 | 23.86 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 604,464 | 43.20 | 11,025 | 61.42 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 1,100 | 0.00 | 20 | 17.65 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 145,072 | -2.76 | 2,646 | 9.66 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 30,885 | 0.00 | 563 | 12.83 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 27,888 | 63.99 | 509 | 84.73 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 18,379 | -19.32 | 335 | -8.97 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 8,273 | 0.00 | 151 | 12.78 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,110 | 0.00 | 20 | 17.65 | ||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 372,587 | 204.58 | 6,796 | 243.36 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 10,329 | 1.66 | 188 | 14.63 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 32,155 | 0.00 | 587 | 12.69 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 52,296 | 0.08 | 954 | 12.78 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 250 | 0.00 | 5 | 0.00 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 13,676 | 23.43 | 249 | 39.11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 32,479 | 36.07 | 592 | 53.37 | ||||
| 2025-07-24 | 13F | Eastern Bank | 3,060 | 0.00 | 56 | 12.24 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 2,200 | -37.62 | 40 | -29.82 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 72,393 | 5.98 | 1,320 | 19.46 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12,236 | 0.91 | 225 | 14.21 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 17,089 | 30.08 | 312 | 46.70 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 229,965 | 0.43 | 3,721 | -8.26 | ||||
| 2025-08-22 | NP | Cornerstone Total Return Fund Inc | 479,810 | 17.37 | 8,752 | 32.31 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 18,644 | 0.12 | 340 | 12.96 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 33,051 | 0.00 | 603 | 2.38 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 12,174 | -70.22 | 222 | -66.41 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11,551 | -8.35 | 211 | 3.45 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 19,850 | 1.03 | 362 | 14.20 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 26,952 | 11.40 | 492 | 25.58 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 40,134 | 649 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 11,728 | 214 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 6,235 | 13.38 | 114 | 31.40 | ||||
| 2025-08-04 | 13F | ELCO Management Co., LLC | 22,124 | -0.45 | 404 | 12.26 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 3,400 | 62 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 3,954,039 | -4.19 | 72,122 | 8.01 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 500 | 0.00 | 9 | 12.50 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 206,728 | -3.99 | 3,771 | 8.24 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 2,428 | 44 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 22,138 | -17.88 | 404 | -7.57 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 1,848 | 0.00 | 30 | -9.37 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 805 | 15 | ||||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 500 | 0.00 | 9 | 12.50 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 26,699 | 1.14 | 487 | 13.82 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 15,066 | 0.00 | 275 | 12.76 | ||||
| 2025-04-09 | 13F | Capital CS Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 23,381 | 0.24 | 426 | 13.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 184 | 0.00 | 3 | 50.00 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 97,262 | -2.22 | 1,774 | 10.25 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 5,000 | 0.00 | 91 | 13.75 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 173 | 1.76 | 3 | 50.00 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 994,476 | 0.17 | 18,139 | 12.93 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,869 | 78.38 | 71 | 100.00 | ||||
| 2025-05-14 | 13F | Landscape Capital Management, L.l.c. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 10,001 | 0.00 | 182 | 2.82 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 18,649 | -7.18 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 134,743 | -0.11 | 2,458 | 12.60 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,078,841 | 1.80 | 19,678 | 14.76 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 400 | 0.00 | 7 | 16.67 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 5,105 | 0.00 | 93 | 13.41 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 25,424 | -8.91 | 464 | 2.66 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 22,808 | 416 | ||||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 15,956 | -46.13 | 291 | -39.25 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 81,223 | 3.86 | 1,482 | 17.08 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 5,893 | 0.00 | 107 | 12.63 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 125,008 | -0.67 | 2,280 | 11.98 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,205,936 | -0.17 | 76,716 | 12.54 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 15,698 | 2.85 | 286 | 16.26 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 27,621 | 1.29 | 504 | 14.06 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 24 | 1,100.00 | 0 | |||||
| 2025-08-25 | 13F/A | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 394,767 | 9.20 | 7,201 | 23.12 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 55,333 | 3.73 | 1,009 | 16.92 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 189,213 | -0.22 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 20,704 | 378 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 22,707 | 9.00 | 419 | 24.04 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 685,328 | -0.14 | 12,500 | 12.57 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 15,923 | 31.36 | 290 | 47.96 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 280,507 | -5.68 | 5,117 | 6.32 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 1,000 | 0.00 | 18 | 12.50 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 707 | 0.00 | 13 | 9.09 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,600 | 0.00 | 29 | 16.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 132 | -23.39 | ||||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 436 | -50.00 | 8 | -50.00 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 24,078 | -3.41 | 439 | 8.93 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 16,602 | -2.43 | 303 | 9.82 | ||||
| 2025-08-08 | 13F | Creative Planning | 10,250 | 187 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,995,245 | 3.51 | 36,393 | 16.69 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 16,866 | -2.28 | 308 | 10.04 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 19,150 | -3.53 | 349 | 8.72 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 325 | 0.00 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 18,300 | -2.49 | 334 | 9.90 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 16,179 | 0.00 | 295 | 13.03 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 9,586 | 0.00 | 175 | 12.26 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 106,036 | 1.83 | 1,934 | 14.85 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 97,722 | 0.00 | 1,782 | 12.71 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 153,564 | -13.15 | 3 | 0.00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 59,964 | -0.32 | 1,094 | 12.33 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 84,515 | -5.82 | 1,542 | 6.20 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 22,500 | 0.00 | 410 | 12.64 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 20,000 | 0.00 | 365 | 12.69 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 11,549 | 0.61 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 44,660 | 815 | ||||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 85,160 | 0.00 | 1,553 | 12.78 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 57,224 | 0.10 | 1,044 | 12.88 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 118,806 | -15.64 | 2,167 | -4.87 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 111,305 | 15.07 | 2,030 | 32.59 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 434,485 | 2.03 | 7,925 | 15.04 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2,000,211 | 2.36 | 36,484 | 15.40 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 54,119 | -5.54 | 987 | 6.59 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 409,908 | -0.77 | 7,477 | 11.87 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 18,723 | 0.00 | 342 | 12.91 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | McGowan Group Asset Management, Inc. | 782,813 | 3.89 | 14,279 | 17.12 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2,206 | 40 | ||||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 13,477 | 0.00 | 246 | 12.39 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 107,541 | 8.29 | 1,962 | 22.10 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 17,120 | 2.23 | 312 | 15.56 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 11,404 | 0.00 | 208 | 13.04 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 958,325 | 9.97 | 17,480 | 23.96 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4,977 | -9.13 | 91 | 2.27 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 34,356 | 0.29 | 1 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 382,804 | 36.69 | 6,982 | 54.09 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 23,813 | -2.86 | 434 | 9.60 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 20,743 | -1.40 | 378 | 11.18 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 991 | 466.29 | 18 | 800.00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 41,287 | 257.93 | 753 | 304.84 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 192,437 | 4.77 | 4 | 50.00 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 115 | 0.00 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6,873 | -30.54 | 125 | -28.57 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 32,919 | -0.38 | 600 | 12.36 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 109,462 | 199.53 | 1,997 | 237.73 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 45,000 | 0.00 | 821 | 12.64 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 43,643 | -0.37 | 796 | 12.43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22,658 | 413 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 19,148 | -39.25 | 349 | -31.43 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 23,381 | 0.24 | 426 | 13.00 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 17,898 | 0.00 | 326 | 12.80 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 686 | 0.00 | 13 | 9.09 | ||||
| 2025-08-05 | 13F | Palogic Value Management, L.P. | 38,800 | 0.00 | 708 | 12.76 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 12,000 | -16.67 | 219 | -6.03 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 20,282 | 0.00 | 328 | -9.14 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 31,797 | 13.62 | 580 | 28.10 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1,754 | 0.00 | 32 | 10.71 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 5,196 | 199.14 | 95 | 235.71 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 37,638 | 17.51 | 687 | 32.43 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 1,280 | -11.72 | 21 | -20.00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2,400 | 0.00 | 44 | 13.16 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1,200 | 22 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 5,289 | 96 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 2 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13,744 | 5.19 | 0 | |||||
| 2025-04-17 | 13F | Cyndeo Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 15,093 | 0.60 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 16,441 | 13.68 | 300 | 27.78 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 30,825 | 562 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 22,615 | -7.14 | 413 | 4.57 | ||||
| 2025-05-02 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 84,075 | 31.76 | 1,534 | 48.55 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 131,220 | -0.00 | 2,393 | 12.72 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10,955 | -62.48 | 201 | -57.63 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 30,165 | 0.00 | 550 | 12.70 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 10,063 | 0.00 | 184 | 12.96 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 7,909 | 246.89 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 3,090 | 0.00 | 56 | 14.29 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 62,018 | -2.56 | 1,131 | 9.91 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 23,462 | 0.43 | 428 | 13.26 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 11,812 | -7.51 | 215 | 4.37 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 64,763 | 0.71 | 1,181 | 13.56 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 65,448 | 2.11 | 1,194 | 15.04 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 14,690 | 0.42 | 268 | 13.14 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 31,646 | 0.00 | 577 | 12.70 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 139,285 | -1.65 | 2,541 | 10.87 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 16,187 | 5.49 | 295 | 18.47 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 17 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 22,199 | 1.73 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 1,500 | 0.00 | 27 | 12.50 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 10,185 | 0.00 | 186 | 12.80 | ||||
| 2025-03-10 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | David J Yvars Group | 27,121 | 6.77 | 493 | 19.42 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 270 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 267,626 | 2.12 | 4,872 | 14.24 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 6,249 | 0.00 | 114 | 11.88 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 24,720 | 2.06 | 451 | 15.09 | ||||
| 2025-04-14 | 13F | Old National Bancorp /in/ | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 512,616 | 23.16 | 9,350 | 38.85 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 13,272 | -29.37 | 242 | -20.39 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 13,924 | 5.69 | 254 | 18.78 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 15,772 | 11.10 | 288 | 25.33 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 1,438,135 | 12.33 | 26,232 | 26.63 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 265,927 | 3.17 | 4,851 | 16.31 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,735,753 | -1.03 | 86,380 | 11.57 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6,500 | -2.99 | 119 | 9.26 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6,324 | 101.40 | 115 | 130.00 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 11,074 | 2.55 | 202 | 22.56 | ||||
| 2025-07-31 | 13F | City State Bank | 200 | 0.00 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 2,500 | 1.87 | 46 | 15.38 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3,428 | 0.00 | 63 | 12.73 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 35,632 | -2.85 | 650 | 9.44 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 119,736 | 9.33 | 2,184 | 23.26 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 29,765 | 24.02 | 543 | 39.69 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 15,071 | -13.89 | 275 | -3.18 | ||||
| 2025-08-14 | 13F | Comerica Bank | 53,929 | 2.52 | 984 | 15.51 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2,502 | -0.36 | 45 | 12.50 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Gould Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 17,271 | -16.04 | 315 | -5.12 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 1,692 | 0.00 | 31 | 11.11 |
