Mga Batayang Estadistika
| Pemilik Institusional | 166 total, 166 long only, 0 short only, 0 long/short - change of 9.21% MRQ |
| Alokasi Portofolio Rata-rata | 0.1492 % - change of -14.47% MRQ |
| Saham Institusional (Jangka Panjang) | 18,929,539 (ex 13D/G) - change of 1.14MM shares 6.43% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 461,832 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF (US:IBMP) memiliki 166 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 18,929,539 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Wells Fargo & Company/mn, HighTower Advisors, LLC, Mercer Global Advisors Inc /adv, Hartland & Co., LLC, Envestnet Asset Management Inc, Heartwood Wealth Advisors LLC, Us Bancorp \de\, Morgan Stanley, and LPL Financial LLC .
Struktur kepemilikan institusional iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF (BATS:IBMP) 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 25.48 / share. Previously, on September 9, 2024, the share price was 25.41 / share. This represents an increase of 0.26% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Peloton Wealth Strategists | 10,000 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 117,402 | -8.35 | 2,976 | -8.09 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 52,178 | 7.85 | 1,323 | 8.09 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 58,700 | 4.73 | 1,488 | 5.08 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 9,031 | 229 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 30,076 | 4.00 | 762 | 4.24 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 150 | 0.67 | 4 | 0.00 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 12,000 | 0.00 | 304 | 0.33 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 12,042 | 5.12 | 305 | 5.54 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 401,761 | -27.60 | 10,185 | -27.40 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 9,517 | 0.00 | 241 | 0.42 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 973,274 | 28.92 | 24,672 | 29.27 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 10,277 | 0.00 | 261 | 0.39 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 38,232 | -20.61 | 969 | -20.38 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 898,400 | 3.14 | 22,774 | 3.42 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 14,011 | 71.91 | 355 | 72.33 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 8,544 | 0.00 | 217 | 0.47 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 9,960 | 0.00 | 252 | 0.40 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 62,074 | 12.67 | 1,574 | 13.00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 109,726 | -0.24 | 2,782 | 0.04 | ||||
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 11,604 | 0.00 | 293 | 0.00 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 49,050 | 148.10 | 1,243 | 149.10 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 8,633 | 219 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 911,065 | 9.25 | 23,095 | 9.56 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 15,994 | 0.60 | 405 | 1.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 425,371 | 4.28 | 10,783 | 4.57 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 316,178 | 13.39 | 8,015 | 13.72 | ||||
| 2025-07-07 | 13F | Trust Co | 13,788 | -0.01 | 350 | 0.29 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 19,539 | 495 | ||||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 753,839 | 0.05 | 19,110 | 0.33 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10,000 | 0.00 | 254 | 0.79 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 5,000 | -28.57 | 127 | -28.41 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 31,161 | 21.27 | 790 | 21.57 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 14,714 | 0.00 | 373 | 0.54 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 396,612 | 3.19 | 10,054 | 3.48 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 44,722 | -1.85 | 1,134 | -1.56 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 4,716 | 0.00 | 120 | 0.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 19,181 | -7.96 | 486 | -7.60 | ||||
| 2025-07-15 | 13F | Postrock Partners Llc | 96,609 | 4.01 | 2,449 | 4.30 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 142,423 | 3.32 | 3,610 | 3.62 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 14,599 | 0.00 | 370 | 0.27 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 178,143 | 2.01 | 4,516 | 2.29 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 9,395 | 0.00 | 238 | 0.42 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 14,266 | 7.21 | 362 | 7.44 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 40,560 | 25.62 | 1,028 | 25.98 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 92,193 | -37.62 | 2,337 | -37.38 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10,417 | 264 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 18,331 | -0.87 | 465 | -0.64 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 42,647 | -5.59 | 1,081 | -5.34 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 44,715 | 0.00 | 1,134 | 0.27 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 103,126 | -0.27 | 2,614 | 0.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 26,392 | 31.91 | 669 | 32.48 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 13,043 | -0.78 | 331 | -0.60 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 13,914 | 0.00 | 353 | 0.28 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 962 | 0.00 | 24 | 0.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 393,517 | -4.28 | 9,976 | -4.01 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 16,862 | 4.22 | 426 | 4.93 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 46,828 | 19.59 | 1 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 329,115 | 1.37 | 8 | 0.00 | ||||
| 2025-08-01 | 13F | First National Trust Co | 8,319 | 211 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 45,616 | 2.54 | 1,153 | 3.13 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 812 | 0.00 | 21 | 0.00 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 10,943 | 0.00 | 277 | 0.36 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 42,051 | -3.35 | 1,066 | -3.09 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 31,354 | -2.04 | 795 | -1.85 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 32,174 | 0.15 | 816 | 0.37 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 45,187 | -8.67 | 1,145 | -8.40 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 155,497 | 1.19 | 3,942 | 1.47 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 34,890 | 12.49 | 884 | 12.76 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1,115 | -55.82 | 28 | -55.56 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 50,995 | 1,293 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 244,449 | -0.90 | 6,197 | -0.63 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 27,254 | 691 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 156,883 | 10.35 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 221,147 | 375.30 | 5,606 | 376.70 | ||||
| 2025-04-24 | 13F | Aspect Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 30,410 | -10.39 | 771 | -10.15 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 6,923 | 0 | ||||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2,725 | 0.00 | 69 | 1.47 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 64,563 | 8.46 | 1,637 | 8.78 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 14,004 | -4.33 | 355 | -4.05 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 30,738 | 0.00 | 779 | 0.26 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,258 | 0.00 | 57 | 0.00 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 77,590 | 8.80 | 1,967 | 9.10 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 13,221 | 335 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 56,799 | 20.90 | 1,440 | 21.23 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 2,231 | 0.00 | 57 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,102,054 | 7.57 | 53,287 | 7.87 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 414,771 | 9.32 | 10,514 | 9.62 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 13,392 | 19.57 | 339 | 19.79 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 201,049 | 4.58 | 5,097 | 4.88 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 131,364 | 2.34 | 3,330 | 2.62 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 103 | 3 | ||||||
| 2025-08-14 | 13F | 10Elms LLP | 21,344 | 0.95 | 541 | 1.31 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 69,859 | 60.26 | 1,771 | 60.76 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 266,454 | -31.52 | 6,755 | -31.33 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 253,695 | 16.20 | 6,431 | 16.52 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 62,168 | 3.30 | 1,576 | 3.55 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 154,864 | 27.07 | 3,926 | 27.44 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 28,066 | 200.20 | 1 | |||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 8,252 | 209 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 24,647 | -57.33 | 625 | -57.26 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 52,833 | 36.05 | 1,339 | 36.49 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 8,838 | 224 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 6,549 | 0.05 | 166 | 0.61 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 28,777 | -1.09 | 729 | -0.82 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 866,358 | 0.82 | 21,962 | 1.10 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 8,000 | 203 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 32,288 | 816 | ||||||
| 2025-07-16 | 13F | Novem Group | 9,997 | 0.60 | 253 | 0.80 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2,015 | 0.00 | 51 | 2.00 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 14,881 | -1.44 | 377 | -1.05 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 15,904 | 403 | ||||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 11,643 | -3.07 | 295 | -2.64 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 53,314 | 366.48 | 1,352 | 369.10 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 10,251 | -4.12 | 260 | -4.07 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 64,334 | -9.89 | 1,631 | -9.65 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 94,355 | -27.72 | 2,392 | -27.55 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9,849 | 250 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 14,143 | 5.82 | 359 | 6.23 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 80,088 | 4.11 | 2,030 | 4.42 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 202,026 | 27.26 | 5,121 | 27.61 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 21,804 | 0.00 | 551 | 0.36 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 399,047 | 17.67 | 10,116 | 18.00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 13,576 | -8.19 | 344 | -7.77 | ||||
| 2025-04-16 | 13F | Wealth Enhancement Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 120,610 | 8.92 | 3,057 | 9.22 | ||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 45,097 | -1.96 | 1,143 | -1.64 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10,631 | 270 | ||||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 17,490 | -11.82 | 443 | -11.58 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 7,550 | 5.73 | 192 | 6.11 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 58,098 | 0.73 | 1,473 | 0.96 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 18,909 | 106.50 | 479 | 107.36 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 752,155 | 7.56 | 19,067 | 7.86 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 31,236 | 31.89 | 792 | 32.22 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 51,223 | 3.13 | 1,299 | 3.43 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 39,817 | -1.81 | 1,009 | -1.56 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 950,210 | -6.15 | 24,088 | -5.89 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 314 | 0.00 | 8 | 0.00 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 30,769 | 0.39 | 780 | 0.78 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 68,999 | -2.81 | 1,749 | -2.51 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 3,950 | 0.00 | 100 | 1.01 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 910 | 23 | ||||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 185,945 | 5.29 | 4,714 | 5.58 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 31,000 | 0.00 | 786 | 0.26 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 8,040 | 204 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 15,089 | 383 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 10,000 | 0.00 | 254 | 0.40 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 86,483 | 0.00 | 2,192 | 0.27 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 648,327 | 33.27 | 16,435 | 33.65 | ||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 40,883 | 20.76 | 1,036 | 21.17 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 10,086 | 0.61 | 256 | 0.79 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,357 | -4.11 | 60 | -3.28 | ||||
| 2025-08-14 | 13F | Fmr Llc | 649 | -92.13 | 16 | -92.31 | ||||
| 2025-07-17 | 13F | E Six Thirteen, Llc | 160,410 | 0.00 | 4,066 | 0.27 | ||||
| 2025-05-09 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 424,215 | 13.99 | 10,754 | 14.31 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 8,134 | 0.00 | 206 | 0.49 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 13,951 | -6.91 | 354 | -6.61 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 8,656 | 219 | ||||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 92,603 | 0.00 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 13,926 | -13.80 | 0 | |||||
| 2025-08-14 | 13F | Glenview Trust Co | 83,324 | 0.00 | 2,112 | 0.28 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 12,054 | 0.00 | 306 | 0.33 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 24,393 | -0.62 | 1 | |||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 27,750 | 109.43 | 703 | 110.48 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 20,740 | 15.45 | 526 | 15.64 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 51,912 | 0.79 | 1,316 | 1.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 20,965 | 120.43 | 531 | 121.25 |
