Mga Batayang Estadistika
| Pemilik Institusional | 123 total, 123 long only, 0 short only, 0 long/short - change of -1.60% MRQ |
| Alokasi Portofolio Rata-rata | 0.1688 % - change of 15.67% MRQ |
| Saham Institusional (Jangka Panjang) | 10,470,499 (ex 13D/G) - change of 0.46MM shares 4.62% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 146,079 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Flaherty & Crumrine Preferred Securities Income Fund Inc. (US:FFC) memiliki 123 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 10,470,499 saham. Pemegang saham terbesar meliputi Wells Fargo & Company/mn, Invesco Ltd., PCEF - Invesco CEF Income Composite ETF, Morgan Stanley, Cohen & Steers, Inc., Envestnet Asset Management Inc, Bard Associates Inc, Sit Investment Associates Inc, Bank Of America Corp /de/, and Thomas J. Herzfeld Advisors, Inc. .
Struktur kepemilikan institusional Flaherty & Crumrine Preferred Securities Income Fund Inc. (NYSE:FFC) 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 16.45 / share. Previously, on September 6, 2024, the share price was 16.13 / share. This represents an increase of 1.98% 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | FIRST TRUST PORTFOLIOS LP | 1,493,352 | 2,721,896 | 82.27 | 5.65 | 61.43 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 26,410 | 7.97 | 430 | 10.54 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,704 | -41.94 | 28 | -41.30 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 18,582 | 1.98 | 303 | 4.14 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,510 | -3.08 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 14,567 | 1.52 | 237 | 3.95 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 75 | -68.35 | 1 | -66.67 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12,441 | 203 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 12,550 | 0.00 | 204 | 2.51 | ||||
| 2025-05-14 | 13F | Landscape Capital Management, L.l.c. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 489,280 | 13.31 | 7,970 | 15.88 | ||||
| 2025-08-20 | NP | ADANX - AQR Diversified Arbitrage Fund Class N | 44,412 | -28.17 | 723 | -26.52 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MDFIX - Matisse Discounted Bond CEF Strategy Institutional Class | 23,907 | 0.00 | 389 | 2.37 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 158,715 | 10.00 | 2,585 | 12.49 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10,126 | 165 | ||||||
| 2025-05-15 | 13F | Creative Planning | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 29,353 | 478 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Arkadios Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 500 | 0.00 | 8 | 14.29 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 970 | 0.00 | 16 | 0.00 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 5,600 | 91 | ||||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 33,955 | 0.76 | 553 | 3.17 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 41,886 | -37.37 | 682 | -35.96 | ||||
| 2025-07-18 | 13F | Chelsea Counsel Co | 3,010 | -3.22 | 49 | 0.00 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 118 | -36.56 | 2 | -50.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4,000 | 0.00 | 65 | 3.17 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7,538 | -12.50 | 123 | -10.95 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 3,218 | -23.71 | 52 | -17.46 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 10,711 | 174 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 11,046 | 180 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,531 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,300 | -53.57 | 21 | -52.27 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 19,244 | -9.10 | 313 | -7.12 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 15,562 | -6.04 | 254 | -3.80 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 2,098 | 0.00 | 34 | 3.03 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 25,277 | 0.00 | 412 | 2.24 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 18,076 | 0.00 | 294 | 2.44 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 197 | -18.93 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 62,924 | -0.05 | 1,030 | 8.08 | ||||
| 2025-05-15 | 13F | Mangrove Partners | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 46,895 | 0.00 | 764 | 2.14 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 285,383 | -0.24 | 4,649 | 2.00 | ||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 23,785 | 8.91 | 387 | 11.53 | ||||
| 2025-05-13 | 13F | SFI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 107,539 | 1.37 | 1,497 | 4.18 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 26,653 | 0.02 | 0 | |||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 15,113 | 0.00 | 246 | 2.50 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 16,815 | -1.64 | 274 | 0.37 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1,110 | 0.00 | 18 | 5.88 | ||||
| 2025-06-30 | NP | CVY - Invesco Zacks Multi-Asset Income 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 | 24,972 | -21.92 | 380 | -25.20 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 12,298 | 0.00 | 200 | 2.56 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 11,666 | -24.56 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 39,597 | 1.10 | 645 | 3.53 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 124,186 | -2.59 | 2,023 | -0.39 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 159,336 | -2.74 | 2,597 | -0.46 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Family Firm, Inc. | 130,782 | 3.73 | 2,130 | 6.08 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 93,547 | 2.09 | 1,524 | 4.39 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,810 | 0.00 | 62 | 3.33 | ||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF | 20,951 | -11.54 | 319 | -15.16 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 337,663 | -0.85 | 5,291 | 3.18 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cnh Partners Llc | 140,043 | -37.42 | 2,281 | -35.73 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 15,388 | 0.00 | 251 | 2.04 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 11,773 | 0.00 | 192 | 2.14 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 934 | 1.74 | 15 | 7.14 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 292,421 | 33.79 | 4,764 | 36.83 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 386,181 | 8.56 | 6,291 | 11.01 | ||||
| 2025-07-14 | 13F | Gridiron Partners, LLC | 147,931 | 0.00 | 2,410 | 2.25 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 59,032 | 5.64 | 962 | 7.98 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 22,123 | -43.82 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 103,338 | -19.91 | 1,683 | -18.10 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 222 | 1.83 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 47,900 | -9.11 | 780 | -7.03 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 20,392 | 1.79 | 332 | 4.08 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 119,502 | 1.85 | 1,947 | 4.12 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21,252 | -0.34 | 346 | 2.06 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 400,569 | -3.27 | 6,525 | -1.09 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 50,241 | -2.28 | 832 | 1.47 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 166,755 | 0.00 | 2,716 | 2.26 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 207,465 | 1.12 | 3,380 | 3.40 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 350 | 0.00 | 5 | 0.00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 315 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 763,056 | 12.12 | 12,430 | 14.66 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 13,003 | 0 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 70,150 | -0.99 | 1,117 | 1.55 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 574,174 | 0.20 | 9,353 | 2.46 | ||||
| 2025-08-05 | 13F | Ceera Investments, Llc | 24,170 | 394 | ||||||
| 2025-04-22 | 13F | Guyasuta Investment Advisors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 16,021 | -9.13 | 0 | |||||
| 2025-08-27 | NP | RBNAX - Robinson Opportunistic Income Fund Class A Shares | 15,003 | 0.00 | 244 | 2.52 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 418,047 | 52.42 | 7 | 50.00 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 375,350 | 2.40 | 6,114 | 4.71 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 125,399 | -34.90 | 2,043 | -33.44 | ||||
| 2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Matisse Capital | 23,907 | 0.00 | 389 | 2.37 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 24,289 | 24.95 | 396 | 27.83 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,100 | 0.00 | 34 | 3.03 | ||||
| 2025-08-18 | 13F/A | Nomura Holdings Inc | 10,000 | 163 | ||||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 12,850 | 0.39 | 209 | 2.96 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 5,405 | 1.03 | 88 | 3.53 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2,400 | 0.00 | 39 | 2.63 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 3,548 | 58 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3,500 | 0.00 | 57 | 3.64 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 33,011 | 538 | ||||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 20,951 | -8.00 | 341 | -5.80 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 240,041 | 27.95 | 4 | 50.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 908,466 | -11.57 | 14,799 | -9.57 | ||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 85,932 | -2.31 | 1 | 0.00 | ||||
| 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 | 600,552 | -9.46 | 9,411 | -11.77 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 1,550 | 0.00 | 25 | 4.17 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 11,620 | 189 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 65,525 | -0.76 | 1,067 | 1.52 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 186 | 0.00 | 3 | 50.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 58,651 | 0.77 | 1 | |||||
| 2025-07-29 | 13F | TFC Financial Management | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 13,184 | -16.55 | 215 | -14.74 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 29,662 | -41.99 | 483 | -40.66 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 11,272 | -3.61 | 184 | -1.61 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 288,786 | -5.35 | 4,704 | -3.21 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 16,534 | 1.48 | 269 | 3.86 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 122,242 | 0.00 | 1,947 | 0.00 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 5,000 | 0.00 | 81 | 2.53 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 220 | -57.85 | 4 | -62.50 | ||||
| 2025-06-12 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 81,216 | 8.64 | 1,323 | 11.18 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 35,579 | -8.43 | 580 | -6.31 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 122,732 | -3.91 | 1,999 | -1.72 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 5,160 | 0.00 | 84 | 2.44 | ||||
| 2025-05-14 | 13F | Walleye Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,682 | 27 | ||||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 572,296 | 0.00 | 9 | 0.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 8,456 | -10.05 | 138 | -8.05 | ||||
| 2025-08-05 | 13F | Bard Associates Inc | 445,640 | 598.02 | 7,259 | 613.77 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 17,884 | 0.00 | 296 | 12.98 |
