Mga Batayang Estadistika
| Pemilik Institusional | 155 total, 155 long only, 0 short only, 0 long/short - change of 9.15% MRQ |
| Alokasi Portofolio Rata-rata | 0.1209 % - change of -14.22% MRQ |
| Saham Institusional (Jangka Panjang) | 15,384,005 (ex 13D/G) - change of 0.93MM shares 6.47% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 377,736 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF (US:IBMQ) 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 15,384,005 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Hartland & Co., LLC, Mercer Global Advisors Inc /adv, Envestnet Asset Management Inc, Us Bancorp \de\, HighTower Advisors, LLC, Wells Fargo & Company/mn, GWM Advisors LLC, Hengehold Capital Management Llc, and Hills Bank & Trust Co .
Struktur kepemilikan institusional iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF (BATS:IBMQ) 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 25.68 / share. Previously, on September 6, 2024, the share price was 25.55 / share. This represents an increase of 0.51% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | FF Advisors,LLC | 21,309 | 3.66 | 541 | 4.84 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 294 | 0.00 | 7 | 0.00 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 13,241 | 336 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8,031 | 204 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 97,284 | -9.73 | 2,472 | -9.32 | ||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 13,000 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 49,569 | 9.03 | 1,260 | 9.57 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 54,020 | 13.48 | 1,373 | 14.05 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 28,281 | -17.44 | 719 | -17.09 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 891,719 | 3.39 | 22,659 | 3.88 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 16,279 | 7.67 | 414 | 8.12 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 301,088 | -45.68 | 7,651 | -45.43 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 150 | 0.67 | 4 | 0.00 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 13,887 | 353 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 13,065 | 4.74 | 332 | 5.08 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 9,448 | 0.00 | 240 | 0.84 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 13,225 | -39.34 | 336 | -39.02 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 11,065 | 0.00 | 281 | 0.72 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 454,319 | 4.82 | 11,544 | 5.32 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 192,905 | 5.83 | 4,902 | 6.34 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 19,844 | -2.53 | 504 | -1.95 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 386,615 | 3.24 | 9,824 | 3.73 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 107,202 | 0.06 | 2,724 | 0.55 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 14,163 | 360 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 3,943 | 0 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10,392 | 264 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 34,100 | 42.15 | 866 | 42.90 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 13,612 | 0.61 | 346 | 0.88 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 12,954 | 329 | ||||||
| 2025-07-07 | 13F | Trust Co | 13,728 | 0.00 | 349 | 0.29 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 252,883 | 0.05 | 6,426 | 0.53 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 265,242 | 2.44 | 6,740 | 2.92 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 19,660 | 14,462.96 | 500 | 16,533.33 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 97,842 | 137.99 | 2,486 | 139.27 | ||||
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 11,593 | 0.00 | 293 | -0.34 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 856,888 | 13.85 | 21,774 | 14.39 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 31,000 | 0.00 | 788 | 0.51 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 43,810 | 1.33 | 1,113 | 1.83 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 58,555 | 13.15 | 1,488 | 13.69 | ||||
| 2025-07-15 | 13F | Postrock Partners Llc | 16,841 | 26.71 | 428 | 27.08 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 87,204 | 5.12 | 2,216 | 5.58 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 27,000 | 27.92 | 686 | 28.71 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 15,443 | 10.77 | 392 | 11.36 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 50,439 | 93.17 | 1,282 | 94.09 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 82,149 | 0.00 | 2,087 | 0.48 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 113,132 | 3.51 | 2,875 | 4.02 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 11,666 | 33.51 | 296 | 34.55 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 92,733 | -1.27 | 2,356 | -0.80 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 19,920 | 0.00 | 506 | 0.60 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 308,365 | 9.30 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5,889 | 0.00 | 150 | 0.68 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 12,459 | -0.01 | 317 | 0.32 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 14,536 | 0.00 | 369 | 0.54 | ||||
| 2025-05-14 | 13F | Evergreen Wealth Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 9,066 | -7.38 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 335,095 | -8.03 | 8,515 | -7.60 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 31,217 | -2.05 | 793 | -1.49 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 828 | 0.00 | 21 | 5.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 11,656 | -65.87 | 296 | -65.70 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 61,833 | 15.14 | 1,564 | 15.61 | ||||
| 2025-08-01 | 13F | First National Trust Co | 14,433 | 4.28 | 367 | 4.57 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 41,059 | -9.39 | 1,043 | -8.91 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 813 | 0.00 | 21 | 0.00 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 10,933 | 0.00 | 278 | 0.36 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 13,803 | 0.00 | 350 | 0.29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 30,559 | 14.36 | 776 | 14.96 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 31,789 | 0.14 | 808 | 0.62 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 151,130 | 0.76 | 3,840 | 1.24 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,043 | -75.05 | 52 | -75.36 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 81,830 | 150.56 | 2,079 | 152.00 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 242,261 | 1.30 | 6,156 | 1.79 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 23,464 | 0.32 | 596 | 0.85 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 27,255 | 693 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 62,636 | 3.26 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 117,601 | 91.66 | 2,988 | 92.65 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 59,642 | 11.45 | 1,516 | 11.97 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 63,186 | 1,606 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2,725 | 0.00 | 69 | 1.47 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 13,905 | -4.43 | 353 | -3.81 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 185,542 | 10.01 | 4,715 | 10.53 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 95,929 | 17.12 | 2,438 | 17.67 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 4,770 | 0.00 | 121 | 0.83 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 31,482 | 0.00 | 800 | 0.38 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 24,308 | -0.32 | 1 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 48,020 | 106.27 | 1,220 | 107.48 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 841,032 | 4.56 | 21,371 | 5.06 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8,726 | 222 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 9,776 | 22.31 | 248 | 23.38 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 39,362 | 18.93 | 1 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 115,028 | 3.23 | 2,923 | 3.69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 434,996 | 2.27 | 11,053 | 2.75 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8,883 | -3.31 | 226 | -3.02 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 193,861 | 80.61 | 4,926 | 81.50 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 2,217 | 0.00 | 56 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,070,507 | 7.45 | 52,612 | 7.96 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 24,940 | 634 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 7,956 | 0.00 | 202 | 0.50 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 185,252 | 12.72 | 4,707 | 13.26 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 30,265 | 275.64 | 1 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 18,062 | 0.03 | 459 | 0.44 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1,794 | 46 | ||||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 39,200 | 996 | ||||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 8,000 | 0.00 | 203 | 0.50 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 22,906 | -16.44 | 582 | -16.02 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 9,668 | 0 | ||||||
| 2025-08-14 | 13F | 10Elms LLP | 19,160 | 0.00 | 487 | 0.41 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 15,929 | 405 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21,107 | 534 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2,004 | 0.00 | 51 | 0.00 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 11,385 | 289 | ||||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 84,482 | -6.02 | 2,147 | -5.59 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 10,367 | -2.44 | 263 | -1.87 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 62,843 | 3.26 | 1,597 | 3.70 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 8,274 | 210 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 239,730 | -35.92 | 6,092 | -35.62 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 11,649 | 0.00 | 296 | 0.68 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 10,921 | 278 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 36,609 | 16.11 | 930 | 16.69 | ||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 29,176 | -2.99 | 741 | -2.50 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 181,110 | 4.87 | 4,602 | 5.38 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 382,180 | 15.54 | 9,711 | 16.09 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 12,732 | 5.64 | 324 | 6.25 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 18,088 | -11.47 | 460 | -11.05 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 11,292 | 21.94 | 287 | 22.22 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 18,154 | 8.56 | 461 | 9.24 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 51,221 | 0.61 | 1,302 | 1.09 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 734,646 | 7.39 | 18,667 | 7.90 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 98,908 | 200.29 | 2,513 | 202.04 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 27,089 | 24.18 | 688 | 24.86 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 653,576 | -6.72 | 16,607 | -6.28 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 9,500 | 0.00 | 241 | 0.42 | ||||
| 2025-05-14 | 13F | Stonebridge Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 995 | 947.37 | 25 | 1,150.00 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 13,800 | -6.76 | 351 | -6.42 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 338,675 | 1.73 | 8,606 | 2.21 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 313 | 0.00 | 8 | 0.00 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 8,045 | 204 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 10,000 | 0.00 | 254 | 0.79 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 83,958 | 2.41 | 2,133 | 2.89 | ||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 48,256 | 0.00 | 1,226 | 0.49 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 20,448 | 110.20 | 520 | 110.98 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 112,390 | 26.63 | 2,856 | 27.23 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 8,456 | -26.21 | 215 | -25.95 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 119,536 | 0.00 | 3,037 | 0.46 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 20 | -86.49 | 1 | -100.00 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 5,930 | 0.00 | 152 | 1.34 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 81,923 | 2,082 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19,081 | 45.82 | 485 | 46.67 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 375,752 | 17.16 | 9,548 | 17.72 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 14,484 | -6.67 | 368 | -6.12 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 8,562 | 218 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 14,809 | -7.68 | 0 | |||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 47,520 | 1.96 | 1,207 | 2.46 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 36,400 | 0.00 | 925 | 0.43 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 9,143 | 0.00 | 232 | 0.43 | ||||
| 2025-04-15 | 13F | Collier Financial | 402 | 0.50 | 10 | 0.00 | ||||
| 2025-05-05 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 25,750 | 128.89 | 654 | 130.28 |
