Mga Batayang Estadistika
| Pemilik Institusional | 173 total, 173 long only, 0 short only, 0 long/short - change of 8.12% MRQ |
| Alokasi Portofolio Rata-rata | 0.6711 % - change of -1.52% MRQ |
| Saham Institusional (Jangka Panjang) | 59,990,784 (ex 13D/G) - change of 16.26MM shares 37.19% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,996,220 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares International Equity Factor ETF (US:INTF) memiliki 173 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 59,990,784 saham. Pemegang saham terbesar meliputi Northwestern Mutual Wealth Management Co, Strategic Financial Services, Inc,, Halbert Hargrove Global Advisors, Llc, Tolleson Wealth Management, Inc., Invesco Ltd., Clearwater Capital Advisors, LLC, Atomi Financial Group, Inc., Jpmorgan Chase & Co, Integrated Wealth Concepts LLC, and Kestra Investment Management, LLC .
Struktur kepemilikan institusional iShares Trust - iShares International Equity Factor ETF (ARCA:INTF) 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 35.41 / share. Previously, on September 6, 2024, the share price was 30.00 / share. This represents an increase of 18.03% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F/A | CX Institutional | 7,469 | 1.69 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12,815 | 0.04 | 439 | 10.89 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 70,527 | -0.62 | 2,414 | 10.33 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 123,649 | 3.95 | 4,225 | 14.22 | ||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 6,642 | 205 | ||||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 151 | 5 | ||||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 241,659 | 11.93 | 8,272 | 24.23 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 13,268 | 0.23 | 0 | |||||
| 2025-08-14 | 13F | Operose Advisors LLC | 800 | 0.00 | 27 | 12.50 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 84,127 | -36.23 | 2,880 | -29.23 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 19,982 | 41.93 | 684 | 57.37 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 81,369 | 2.58 | 2,785 | 13.86 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 108 | 1.89 | 4 | 0.00 | ||||
| 2025-06-26 | NP | FINT - Frontier Asset Total International Equity ETF | 229,075 | -10.71 | 7,383 | -3.75 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 9,874 | 338 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 21,763 | -2.50 | 745 | 8.14 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6,000 | 203 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 21,320 | 30.40 | 730 | 44.64 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 71,293 | -1.70 | 2,440 | 9.12 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 976 | 33 | ||||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 16,085 | 0.00 | 551 | 10.89 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 36,543 | 19.66 | 1,251 | 32.84 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 8,575,507 | -0.95 | 293,540 | 9.94 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 25 | 0.00 | 1 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 236,515 | -1.27 | 8,096 | 9.58 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 13,033 | 74.85 | 446 | 93.07 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 2,851,077 | 4.34 | 97,592 | 15.81 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 831 | 28 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 381,780 | 26.84 | 13,068 | 40.79 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12,246 | 1.44 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 26,213 | 897 | ||||||
| 2025-08-07 | 13F | Weil Company, Inc. | 412,946 | 16.61 | 14,135 | 29.43 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 59,564 | 363.93 | 2,039 | 415.95 | ||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 27,800 | -9.74 | 952 | 0.21 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 18,691 | -23.82 | 640 | -15.48 | ||||
| 2025-04-11 | 13F | Princeton Global Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 76,066 | 63.18 | 2,604 | 81.14 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 12,196 | 417 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,020 | -6.09 | 69 | 1.47 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1,771,706 | 2.44 | 60,645 | 13.70 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 14,015 | 63.54 | 480 | 81.44 | ||||
| 2025-08-14 | 13F | UBS Group AG | 441,395 | 1.91 | 15,109 | 13.11 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 59,350 | 30.35 | 2,087 | 42.10 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 31,371 | 0.00 | 1,074 | 10.96 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6,051 | -7.79 | 207 | 2.48 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 91,289 | -8.20 | 3 | 0.00 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 8,733 | 0.48 | 299 | 11.19 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 61,760 | -3.27 | 2,114 | 7.42 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 879,447 | -2.15 | 30,103 | 8.61 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 9,872 | 0.00 | 338 | 10.86 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 13,158 | 0.91 | 450 | 11.94 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,059,484 | 61.24 | 36,264 | 78.96 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 65,252 | -1.58 | 2,234 | 9.25 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 325 | 0.00 | 11 | 10.00 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 6,642 | 227 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 15,878,455 | 54,816.15 | 543,519 | 60,901.01 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 42,097 | 136.09 | 1,441 | 162.30 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 948,892 | -1.46 | 32,481 | 9.37 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 226,977 | 1.97 | 7,769 | 13.18 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 88,910 | 31.82 | 3 | 50.00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 123,915 | 65.82 | 4,242 | 84.07 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 18,765 | 0.00 | 1 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,977 | 0.00 | 136 | 11.48 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 101,440 | -8.11 | 3,472 | 2.00 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 3,195,954 | 0.44 | 109,397 | 11.47 | ||||
| 2025-08-05 | 13F | Meridian Management Co | 267,156 | -5.70 | 9,030 | 3.34 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 273,723 | 5.08 | 9,370 | 16.63 | ||||
| 2025-04-16 | 13F | Smithbridge Asset Management Inc/de | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 561,257 | -36.09 | 19,212 | -29.07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 123,437 | 974.95 | 4,209 | 1,088.70 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 851,829 | -6.62 | 29 | 3.57 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 871 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 11,092 | 0.03 | 380 | 11.14 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 194 | 0.00 | 7 | 20.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 94,543 | 0.00 | 3,236 | 11.01 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 10,000 | 0.00 | 342 | 11.04 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 8,320 | 0.00 | 285 | 10.94 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 30 | 1 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 4,452 | 0.00 | 152 | 10.95 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 125 | 0.00 | 4 | 33.33 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1,237,354 | -45.98 | 42,355 | -40.04 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 6,642 | 0.00 | 227 | 11.27 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 410,664 | -11.87 | 14 | 0.00 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 9,495 | -0.01 | 325 | 11.30 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 807,176 | 41.47 | 27,630 | 57.03 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15,620 | 10.69 | 535 | 22.76 | ||||
| 2025-04-23 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,055,237 | 8.29 | 36,121 | 20.20 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7,005 | -14.27 | 240 | -4.78 | ||||
| 2025-08-14 | 13F | Obsido Oy | 259,933 | 1.66 | 8,898 | 12.83 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 563 | 19 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6,072 | 208 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 655,614 | -4.16 | 22,442 | 6.37 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 760,428 | 3.89 | 26,029 | 15.03 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 448 | -94.52 | 15 | -94.09 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 56,319 | -36.37 | 1,928 | -29.39 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 318,745 | 9.44 | 9,830 | 17.53 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 28,975 | -12.81 | 992 | -3.22 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 203,335 | 8.57 | 6,960 | 20.25 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 145,907 | 28.85 | 4,994 | 43.01 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 30,272 | 0.02 | 1,041 | 15.04 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9,570 | -0.57 | 0 | |||||
| 2025-07-14 | 13F | Seascape Capital Management | 13,851 | 2.37 | 0 | |||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 500 | 0.00 | 17 | 13.33 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 1,843,707 | -0.53 | 63,110 | 10.41 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 10,665 | -5.45 | 365 | 5.19 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 15,104 | 1.68 | 517 | 12.88 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 65,845 | 2,254 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 6,141 | 210 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 11,238 | -21.93 | 385 | -13.32 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 250,523 | 179.48 | 8,575 | 210.24 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 623,742 | 39.57 | 21,351 | 54.91 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 148,756 | 19.17 | 5,092 | 32.27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,466 | 0.00 | 50 | 11.11 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4,095 | 45.11 | 140 | 60.92 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 59,956 | -42.41 | 2,052 | -36.07 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 19,799 | 0.09 | 678 | 10.98 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10,817 | 0.00 | 370 | 10.12 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1,046 | 0.00 | 36 | 9.38 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,267 | 0.48 | 43 | 13.16 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 341,743 | -6.75 | 11,698 | 3.49 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1,344,337 | 11.10 | 46,017 | 23.31 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 460 | -87.80 | 16 | -87.07 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5,453 | 6.57 | 187 | 18.47 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 197 | 0.00 | 6 | -16.67 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 13,052 | 447 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 5,964 | 0.00 | 204 | 11.48 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 520 | 0.00 | 18 | 6.25 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 8,228 | -0.66 | 282 | 10.59 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 32,517 | -22.12 | 1,113 | -13.52 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 34,102 | 1,167 | ||||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 56,430 | 1.28 | 1,932 | 12.40 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 7,560 | -2.70 | 259 | 7.95 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 749,022 | -2.67 | 23,100 | 4.52 | ||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 108,416 | -12.15 | 3,711 | -2.47 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 27,544 | 943 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 10,847 | -13.29 | 371 | -3.64 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3,450 | 0.00 | 118 | 11.32 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 129,770 | 0.16 | 4,442 | 11.19 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,485,415 | 0.00 | 50,846 | 10.99 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 90,606 | 1,085.32 | 3,101 | 1,219.57 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7,206 | -39.28 | 247 | -32.51 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 2,520,000 | 0.00 | 86,260 | 10.99 | ||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 750,747 | -2.90 | 25,698 | 7.78 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | GFG Capital, LLC | 0 | 0 | ||||||
| 2025-07-25 | 13F | RHS Financial, LLC | 120,956 | 22.83 | 4,140 | 36.36 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 45,591 | 26.35 | 1,561 | 40.29 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 42,634 | 1.96 | 1,459 | 13.19 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 21,199 | 726 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7,248 | 0.01 | 248 | 11.21 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 18,448 | -18.00 | 631 | -8.95 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 827 | 28 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 30,824 | -10.31 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 70,731 | -0.94 | 2,421 | 9.95 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 318,396 | -19.45 | 10,899 | -10.61 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 37,914 | 5,129.52 | 1,298 | 6,385.00 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 35 | 0.00 | 1 | 0.00 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 108,240 | 2.37 | 3,706 | 13.62 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 337,171 | 1.67 | 11,541 | 12.85 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 26,603 | 911 | ||||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 32,775 | 39.02 | 1,122 | 54.20 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1,576 | 0.00 | 54 | 10.42 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1,069 | 37 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 113,540 | 37.21 | 3,886 | 52.27 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 135,288 | -1.23 | 4,631 | 9.61 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 123,974 | 23.30 | 4,236 | 35.51 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 33,340 | -17.02 | 1,141 | -7.91 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 9,982 | 0.00 | 342 | 11.07 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1,006 | 0.00 | 34 | 9.68 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 101 | -95.58 | 3 | -95.71 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 46,920 | -2.50 | 1,606 | 8.22 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 301,413 | 4.14 | 10,317 | 15.60 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 2,069 | 0.00 | 71 | 11.11 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8,160 | -60.28 | 279 | -55.92 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 220 | 0.00 | 8 | 16.67 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 6,395 | 219 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 395 | 14 |
