Mga Batayang Estadistika
| Pemilik Institusional | 186 total, 186 long only, 0 short only, 0 long/short - change of 3.31% MRQ |
| Alokasi Portofolio Rata-rata | 0.2536 % - change of -5.65% MRQ |
| Saham Institusional (Jangka Panjang) | 8,652,062 (ex 13D/G) - change of 1.10MM shares 14.64% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 626,617 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares Morningstar Mid-Cap ETF (US:IMCB) memiliki 186 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 8,652,062 saham. Pemegang saham terbesar meliputi UBS Group AG, Morgan Stanley, RMG Wealth Management LLC, LPL Financial LLC, Commonwealth Equity Services, Llc, Means Investment Co., Inc., Raymond James Financial Inc, Cetera Investment Advisers, Steele Capital Management, Inc., and Matrix Trust Co .
Struktur kepemilikan institusional iShares Trust - iShares Morningstar Mid-Cap ETF (ARCA:IMCB) 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 82.44 / share. Previously, on September 6, 2024, the share price was 72.02 / share. This represents an increase of 14.47% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 8,729 | -3.06 | 706 | 7.29 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 5,841 | 465 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1,596 | 1.79 | 127 | 9.48 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 16,507 | -2.66 | 1,315 | 4.62 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 83,538 | 4.81 | 7 | 20.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,309,271 | 3.80 | 104,297 | 11.61 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 705 | 0.43 | 56 | 7.69 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 5,076 | 0.00 | 404 | 7.45 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 936 | 0.00 | 75 | 7.25 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3,911 | 0.10 | 312 | 7.61 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 6 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 328 | 0.00 | 26 | 8.33 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 74,517 | -1.10 | 5,936 | 6.36 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 22,837 | 16.99 | 1,819 | 25.80 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 2,639 | 210 | ||||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 1,297 | 0.00 | 103 | 7.29 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 3,216 | 0.34 | 256 | 8.02 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2,618 | 209 | ||||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 3,882 | -34.82 | 309 | -29.93 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1,451 | 0.00 | 116 | 7.48 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12,085 | -6.91 | 978 | 1.77 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 6,517 | 0.00 | 519 | 7.68 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 64,764 | 1.21 | 5,159 | 8.84 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,348 | 97.65 | 107 | 114.00 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1,245 | -23.85 | 99 | -18.18 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12,425 | 990 | ||||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 9,332 | -0.70 | 743 | 6.75 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 3,184 | 6.88 | 254 | 15.00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 2,650 | -33.50 | 211 | -28.47 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 13,933 | 3.84 | 1 | |||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 482 | 0.21 | 38 | 8.57 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 8,149 | -3.34 | 649 | 4.01 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 209 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 43,380 | 0.00 | 3,456 | 7.53 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 692 | 0.29 | 55 | 7.84 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 9,380 | 39.81 | 747 | 50.30 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 4,978 | 397 | ||||||
| 2025-04-24 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 2,000 | 0.00 | 159 | 7.43 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 5,586 | 0.00 | 445 | 7.51 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 184 | 0.00 | 15 | 7.69 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 4,000 | 0.00 | 319 | 7.43 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 81,572 | 6,498 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 80 | 6.76 | ||||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 9,855 | 0.00 | 785 | 7.53 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 382,362 | -4.16 | 30 | 3.45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 319,053 | 5.32 | 25,416 | 13.25 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 439 | 0.00 | 35 | 9.68 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,360 | 0.00 | 108 | 8.00 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 3,822 | 0.00 | 304 | 7.42 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 382 | 5.82 | 30 | 15.38 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 5,600 | -9.98 | 450 | -2.17 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1,099 | 242.37 | 88 | 278.26 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11,659 | 4.57 | 1 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 977 | 0.21 | 78 | 6.94 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 177 | 0.57 | 14 | 7.69 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 30,634 | -1.47 | 2,482 | 7.73 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 957 | -2.15 | 76 | 2.70 | ||||
| 2025-08-08 | 13F | Creative Planning | 4,592 | 13.95 | 366 | 22.48 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 177,216 | 1.39 | 14 | 16.67 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 10 | 0.00 | 1 | |||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 68,964 | 0.25 | 5,494 | 7.79 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 48,553 | -2.79 | 3,868 | 4.51 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 340 | 0.00 | 27 | 8.00 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 47,512 | 2.22 | 3,785 | 10.39 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 108,491 | 2.80 | 8,642 | 10.54 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7,671 | 611 | ||||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 3,526 | 0.00 | 281 | 7.28 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 19 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 34,308 | 5.89 | 2,733 | 13.83 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 42 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 7,963 | 6.27 | 634 | 14.23 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 1,100 | 0.00 | 88 | 7.41 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6,354 | 29.07 | 506 | 39.01 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,930 | -1.43 | 154 | 5.52 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 370 | 29 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 6,138 | 4.12 | 489 | 11.93 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 70,502 | -85.42 | 5,223 | -85.82 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 300 | 0.00 | 24 | 4.55 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10,838 | 0.00 | 863 | 7.61 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 121,599 | 1.08 | 10 | 12.50 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 113,909 | -2.91 | 9,074 | 4.46 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB | 7,464 | 0.00 | 595 | 7.61 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 8,727 | -84.34 | 695 | -83.16 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 7,121 | -3.27 | 567 | 4.04 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 153,163 | 2,080.88 | 12,201 | 2,246.15 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 6,162 | 69.47 | 491 | 82.16 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1,675 | 0.00 | 133 | 7.26 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11,938 | -16.70 | 951 | -12.92 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13,139 | 1.99 | 1,047 | 9.64 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 2,880 | -18.53 | 229 | -12.26 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 11,930 | 0.50 | 950 | 8.08 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 20,889 | 0.18 | 1,664 | 7.77 | ||||
| 2025-05-09 | 13F | Bouchey Financial Group Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 10,445 | 2.99 | 832 | 10.79 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 128,821 | 1.29 | 10,266 | 8.91 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2,707 | 0.11 | 0 | |||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 10,200 | 0.00 | 813 | 7.55 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 3,560 | 0.00 | 284 | 7.60 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 240 | 0.00 | 19 | 11.76 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 420 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Glenview Trust Co | 3,887 | 0.00 | 310 | 7.67 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 23,750 | -1.80 | 1,892 | 5.58 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 1,423 | -20.86 | 113 | -15.04 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 81,593 | -21.23 | 6,500 | -15.30 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 220 | 0.00 | 18 | 6.25 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 107,230 | 2.84 | 8,542 | 10.58 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 67,204 | 31.88 | 5,353 | 41.80 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 27,254 | 10.63 | 2,171 | 18.96 | ||||
| 2025-05-08 | 13F | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 5,694 | 0.33 | 454 | 7.86 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 4,803 | 0.00 | 383 | 7.61 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 643 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4,402 | 29.78 | 348 | 39.76 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 11,532 | 0.00 | 928 | 13.60 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 3,446 | 0.00 | 275 | 7.45 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1,786 | 0.00 | 142 | 7.58 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 498,843 | 9.97 | 39,738 | 18.25 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 12 | 0.00 | 1 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 4,103 | -2.10 | 327 | 5.16 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 328 | 0.00 | 24 | 9.09 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 181,928 | 0.89 | 14,492 | 8.49 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 7,264 | -23.58 | 579 | -6.92 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 316 | -22.55 | 25 | -19.35 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 2,617 | -3.25 | 208 | 4.00 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 6,935 | 552 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 55,403 | 0.04 | 4,413 | 7.58 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 17,856 | -7.91 | 1,422 | -0.97 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,254,715 | 5.02 | 99,951 | 12.93 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1,736 | 138 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3,051 | -3.91 | 243 | 3.40 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 280 | 0.00 | 22 | 10.00 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 38,738 | 8.69 | 3,086 | 16.86 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 184 | 0.00 | 15 | 7.69 | ||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 4,300 | 0.00 | 343 | 7.55 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 42,691 | 1,347.15 | 3,401 | 1,452.51 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 43,592 | 0.00 | 3,473 | 7.53 | ||||
| 2025-04-10 | 13F | Portside Wealth Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 308 | 0.00 | 25 | 9.09 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6,860 | 0.18 | 546 | 7.69 | ||||
| 2025-08-14 | 13F | Fmr Llc | 14,672 | -12.54 | 1,169 | -5.96 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9,450 | 20.41 | 753 | 29.43 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 4,594 | 0.15 | 366 | 7.67 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 3,740 | -1.24 | 298 | 6.07 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 19,056 | -7.99 | 1,518 | -1.04 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 83,245 | 1.08 | 6,631 | 8.69 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 4,790 | 0.34 | 382 | 7.93 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 317,974 | -1.15 | 25,330 | 6.29 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4,711 | -0.32 | 375 | 7.14 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 17 | 0.00 | 1 | 0.00 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 39,303 | 4.60 | 3,131 | 12.47 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 36,400 | 1.20 | 2,900 | 8.82 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 3,825 | 305 | ||||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 92,496 | 3.33 | 7,368 | 11.11 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 25,892 | 3.99 | 2,063 | 11.82 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6,077 | 6.15 | 484 | 14.15 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3,161 | 0.00 | 252 | 7.26 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 5,284 | 0.00 | 421 | 7.42 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 34,725 | 7.43 | 2,766 | 15.54 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 23,209 | -1.44 | 1,849 | 5.96 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 53,929 | 16.56 | 4,296 | 25.32 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 17,498 | -1.80 | 1,394 | 5.53 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4,520 | 0.00 | 372 | 13.46 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 68 | 0.00 | 5 | 0.00 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 3,851 | 0.00 | 307 | 7.37 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 3,089 | 0.00 | 246 | 7.89 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 4,686 | -0.66 | 373 | 6.88 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2,001 | 0.25 | 159 | 8.16 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 177,217 | 1.39 | 14,117 | 9.03 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 954 | 70 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 47,602 | 11.28 | 3,792 | 19.63 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 96 | 8 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 4,256 | 0.33 | 0 | |||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 60 | 0.00 | 0 | |||||
| 2025-05-08 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 7,632 | 608 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 8,522 | -18.80 | 679 | -12.74 | ||||
| 2025-04-30 | 13F | Stratos Wealth Partners, LTD. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,383 | -76.52 | 190 | -74.83 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1,083,709 | 87,672 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 241 | 0.00 | 19 | 11.76 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,163 | 0.84 | 172 | 8.86 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 67,124 | -0.44 | 5,347 | 7.07 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 3,012 | 0.00 | 240 | 7.17 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 4,053 | 323 | ||||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 5,392 | 0.00 | 430 | 7.52 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4,480 | 100.00 | 357 | 115.76 | ||||
| 2025-05-14 | 13F | Mission Creek Capital Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 3,114 | 250 | ||||||
| 2025-07-10 | 13F | Security National Bank | 100 | 0.00 | 8 | 0.00 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 228 | 18 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 38,539 | 3,070 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2,893 | 4.82 | 230 | 12.75 |
