Mga Batayang Estadistika
| Pemilik Institusional | 300 total, 300 long only, 0 short only, 0 long/short - change of -0.66% MRQ |
| Alokasi Portofolio Rata-rata | 0.1044 % - change of -10.33% MRQ |
| Saham Institusional (Jangka Panjang) | 59,634,179 (ex 13D/G) - change of -2.68MM shares -4.30% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 425,990 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Nuveen Preferred & Income Opportunities Fund (US:JPC) memiliki 300 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 59,634,179 saham. Pemegang saham terbesar meliputi Morgan Stanley, Bank Of America Corp /de/, UBS Group AG, Wells Fargo & Company/mn, Raymond James Financial Inc, Invesco Ltd., PCEF - Invesco CEF Income Composite ETF, Commonwealth Equity Services, Llc, LPL Financial LLC, and Guggenheim Capital Llc .
Struktur kepemilikan institusional Nuveen Preferred & Income Opportunities Fund (NYSE:JPC) 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 8.15 / share. Previously, on September 9, 2024, the share price was 7.87 / share. This represents an increase of 3.56% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | LRI Investments, LLC | 427 | 0.00 | 3 | 0.00 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 29,041 | -3.84 | 235 | -3.31 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 398,064 | -0.79 | 3,219 | -0.06 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 61,919 | 20.88 | 497 | 21.87 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 16,645 | 0.00 | 133 | 0.76 | ||||
| 2025-05-01 | 13F | Ballentine Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 14,525 | 0.00 | 116 | 0.87 | ||||
| 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 | 2,736,729 | 1.19 | 21,593 | -0.20 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 799,968 | 7.10 | 6,415 | 7.89 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 27,144 | 0.00 | 218 | 0.46 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 10,850 | 1.91 | 87 | 3.57 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | City Holding Co | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 968,109 | 23.72 | 7,764 | 24.66 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 23,129 | 2.39 | 185 | 3.35 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 1,036,282 | -2.05 | 8,311 | -1.32 | ||||
| 2025-07-22 | 13F | Elevate Capital Advisors, LLC | 15,691 | 2.56 | 126 | 3.31 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 278,520 | 3.86 | 2,234 | 4.64 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 21,511 | 0.00 | 173 | 0.58 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 19,669 | 1.25 | 158 | 1.95 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2,316 | 2.34 | 19 | 0.00 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 11,610 | -3.34 | 93 | -2.11 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 570,516 | -22.63 | 4,576 | -22.05 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 6,734 | 72.67 | 54 | 74.19 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 19,790 | 0.06 | 159 | 0.64 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 47,965 | 0.00 | 385 | 0.79 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 15,322 | 2.26 | 123 | 2.52 | ||||
| 2025-06-12 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 4,828 | 5.44 | 0 | |||||
| 2025-08-14 | 13F | SWAN Capital LLC | 995 | 0.00 | 8 | 0.00 | ||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus Fund Class A | 19,794 | -5.31 | 159 | -4.82 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 72,055 | 0.24 | 578 | 0.87 | ||||
| 2025-07-10 | 13F | Stolper Co | 69,231 | 3.88 | 1 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 102,959 | 10.05 | 833 | 10.93 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A | 11,861 | -9.37 | 95 | -8.65 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 421 | 742.00 | 3 | |||||
| 2025-08-08 | 13F | Fiera Capital Corp | 269,309 | -2.38 | 2,160 | -1.64 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 29,156 | 71.51 | 0 | |||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 43,688 | 0.36 | 350 | 1.16 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 12,143 | 0.00 | 97 | 1.04 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 14,574 | 5.30 | 117 | 5.45 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 159,139 | 20.03 | 1,276 | 20.95 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 208,255 | 10.28 | 1,670 | 11.11 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 53,114 | 4.60 | 429 | 5.41 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 571,517 | 5.48 | 5 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 308,490 | 7.34 | 2,474 | 8.18 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 172,897 | 61.36 | 1,387 | 62.68 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 13,284 | 0.39 | 107 | 0.95 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 16,531 | -20.28 | 133 | -20.00 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 219 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 142,246 | 4.70 | 1,141 | 5.95 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 41,989 | -8.84 | 337 | -8.20 | ||||
| 2025-05-13 | 13F | Aptus Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 9,866 | 0.00 | 79 | 1.28 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 13,992 | 112 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 238 | 2 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,898,223 | -20.18 | 15,224 | -19.58 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 92,669 | 35.49 | 743 | 36.58 | ||||
| 2025-04-14 | 13F | LexAurum Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 14,492 | -1.73 | 116 | -0.85 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Fca Corp /tx | 454,604 | 3.91 | 3,646 | 4.68 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 357,253 | -0.79 | 2,844 | 0.46 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 34,989 | -13.89 | 281 | -13.31 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 11,627 | 0.00 | 94 | 1.08 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 13,000 | -7.14 | 104 | -6.31 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 25,000 | 0.00 | 200 | 0.50 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1,092,658 | 8.91 | 8,763 | 9.74 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 13,369 | 0.00 | 107 | 0.94 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 941 | 0.00 | 8 | 0.00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 8,135 | -1.27 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 630 | 0.00 | 5 | 0.00 | ||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 10,000 | 0.00 | 81 | 1.27 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 10,733 | 0.43 | 86 | 1.18 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 42,539 | 341 | ||||||
| 2025-07-07 | 13F | Trust Co | 676 | 0.00 | 5 | 0.00 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 15,488 | -3.13 | 124 | -2.36 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 471,113 | -2.20 | 4 | 0.00 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 12,855 | 0.00 | 103 | 0.98 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp 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 | 140,384 | 3.93 | 1,108 | 2.50 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 15,593 | 125 | ||||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 97,230 | -2.54 | 780 | -1.89 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 12,475 | -65.14 | 100 | -64.79 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 2,951,656 | 0.74 | 23,672 | 1.50 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 16,917 | 3.18 | 136 | 3.85 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 47,315 | 379 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,761,396 | 5.57 | 30,166 | 6.36 | ||||
| 2025-08-11 | 13F | Protective Life Corp | 440,000 | 0.00 | 3,529 | 0.74 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 339,215 | -3.58 | 2,721 | -2.86 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 4,943 | 0.00 | 40 | 0.00 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 110,974 | 9.97 | 890 | 10.83 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 18,991 | 0.00 | 152 | 0.66 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 37,874 | -27.74 | 304 | -27.34 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 10,009 | 80 | ||||||
| 2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 23,207 | -11.35 | 188 | -10.95 | ||||
| 2025-04-09 | 13F | Freestate Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 22,175 | 1.51 | 178 | 2.31 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 27,043 | -4.12 | 217 | -3.57 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2,366,589 | 3.60 | 19 | 0.00 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 281,887 | 2.67 | 2,261 | 3.43 | ||||
| 2025-08-08 | 13F | Creative Planning | 12,482 | 13.73 | 100 | 14.94 | ||||
| 2025-07-31 | 13F | Anchor Capital Management Group Inc | 70,000 | 0.00 | 561 | 0.72 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 22,462 | -6.10 | 180 | -4.26 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 10,000 | 0.00 | 80 | 1.27 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 54,151 | 7.92 | 434 | 10.15 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 29,581 | -0.27 | 237 | 0.42 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 14,560 | 0.00 | 117 | 0.87 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 55,269 | 0.00 | 443 | 0.91 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 15,926 | 128 | ||||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 274,632 | 12.52 | 2,203 | 13.39 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 18,373 | 0.00 | 146 | 0.00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 14,602 | 0.00 | 117 | 0.86 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 11,653 | 0.00 | 93 | 1.09 | ||||
| 2025-07-14 | 13F | Gridiron Partners, LLC | 52,969 | 0.00 | 425 | 0.71 | ||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 37,848 | 200.50 | 304 | 203.00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 347,690 | 6.49 | 2,792 | 9.32 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 314,819 | 0.71 | 2,525 | 1.45 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 19,449 | 0.09 | 156 | 0.65 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 12,910 | 1.58 | 104 | 1.98 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 220,727 | 49.32 | 1,792 | 52.38 | ||||
| 2025-07-28 | 13F/A | Penbrook Management LLC | 25,710 | 0.00 | 206 | 0.98 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 10,162 | 81 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 18,299 | 2.57 | 148 | 2.80 | ||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 11,964 | 0.98 | 96 | 1.06 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2,174 | 0.00 | 17 | 0.00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 102,362 | -0.53 | 821 | 0.12 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 89,081 | 15.20 | 714 | 16.10 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A | 4,632 | -12.69 | 37 | -11.90 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 34,334 | -0.06 | 278 | 0.73 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2,872 | 23 | ||||||
| 2025-05-15 | 13F | Benchmark Investment Advisors LLC | 88,000 | 0.00 | 700 | 1.30 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 43,649 | -1.85 | 350 | -1.13 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 461 | 0.00 | 4 | 0.00 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 248,714 | -1.42 | 1,995 | -0.70 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 20,458 | 8.68 | 164 | 10.07 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4,198,535 | -5.02 | 33,672 | -4.30 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,201,219 | 2.54 | 33,694 | 3.31 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1,229 | 0.00 | 10 | 0.00 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 58,444 | 0.00 | 469 | 0.65 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 161,712 | -5.82 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 13,208 | 0.00 | 106 | 0.00 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 10,000 | 0.00 | 80 | 1.27 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 11,833 | -5.26 | 95 | -5.05 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 73,305 | 389.19 | 588 | 393.28 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 44,465 | 0.00 | 357 | 0.85 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 27,439 | 0.00 | 220 | 0.92 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 49,977 | -25.46 | 401 | -24.10 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | ATCAX - Anchor Risk Managed Credit Strategies Fund Advisor Class Shares | 70,000 | 0.00 | 552 | -1.43 | ||||
| 2025-05-15 | 13F | Logan Stone Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-03-18 | 13F | Thoma Capital Management LLC | 467,245 | 3,673 | ||||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 929 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 87,915 | 6.49 | 705 | 7.31 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 36,458 | -7.79 | 292 | -7.01 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 14,258 | 0.00 | 114 | 0.88 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A | 8,576 | -16.56 | 69 | -16.05 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 29,494 | 0.44 | 237 | 1.29 | ||||
| 2025-05-13 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 31,148 | 6.35 | 250 | 6.87 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 51,076 | 0.00 | 410 | 0.74 | ||||
| 2025-08-19 | 13F | Campbell Capital Management Inc | 381,038 | -1.03 | 3,056 | -0.29 | ||||
| 2025-05-14 | 13F | Aristides Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 2,600 | 0.00 | 21 | 0.00 | ||||
| 2025-04-09 | 13F | American National Bank | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 114,822 | 3.84 | 921 | 4.55 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 17,356 | 4.52 | 139 | 5.30 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 15,560 | -3.12 | 126 | 10.62 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 50,000 | 0.00 | 401 | 0.75 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 36 | 500.00 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2,398 | 0.00 | 19 | 0.00 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 654 | 5 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 42,500 | 142.86 | 341 | 144.60 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9,150 | -2.08 | 73 | 10.61 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 13,489 | 0.00 | 108 | 0.93 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 88,024 | 706 | ||||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 20,500 | -16.33 | 164 | -15.90 | ||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 43,785 | 349 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 693,605 | 3.05 | 6 | 0.00 | ||||
| 2025-05-06 | 13F | Noesis Capital Mangement Corp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 25,561 | 0.00 | 205 | 9.68 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 805 | 0.00 | 6 | 0.00 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 54,700 | 3.21 | 442 | 4.99 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 12,972 | 4.13 | 104 | 5.05 | ||||
| 2025-05-16 | 13F/A | Goldman Sachs Group Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 14,602 | -2.14 | 117 | -0.85 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 90,550 | -1.42 | 725 | -0.69 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 247 | 0.00 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 70,000 | 600.00 | 561 | 610.13 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 14,843 | 25.33 | 119 | 26.60 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 30,861 | -18.13 | 248 | -17.67 | ||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,000 | 0.00 | 97 | 10.34 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8,040 | 133,900.00 | 64 | |||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 31,600 | 0.00 | 253 | 0.80 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 498,856 | 53.73 | 4,001 | 54.92 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 511,842 | 1.66 | 4,105 | 2.42 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1,681 | 0.00 | 13 | 0.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11,147 | -11.03 | 89 | -10.10 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,977 | -91.93 | 16 | -92.27 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 13,159 | 0.84 | 106 | 1.94 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 21,424 | 0.00 | 172 | 0.59 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 73,000 | 0.00 | 589 | 4.43 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 12,500 | 100 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 237,784 | -0.32 | 1,907 | 0.47 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 11,520 | 0.00 | 92 | 1.10 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,154 | -91.41 | 9 | -91.51 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 14,147 | 0.00 | 114 | 1.79 | ||||
| 2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 16,700 | 60.58 | 134 | 62.20 | ||||
| 2025-05-08 | 13F | We Are One Seven, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 13,127 | 0 | ||||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 13,069 | 0.00 | 105 | 0.97 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 1,043 | 0.00 | 8 | 0.00 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 11,872 | 0.84 | 95 | 3.26 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 17,651 | -3.81 | 133 | -8.33 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 15,949 | 23.45 | 128 | 24.51 | ||||
| 2025-05-15 | 13F | Second Line Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 66 | 0.00 | 1 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 24,921 | 0.00 | 200 | 0.51 | ||||
| 2025-07-22 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 47,750 | 3.24 | 383 | 3.80 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 1,196,141 | -70.87 | 10 | -71.87 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 565,388 | 6.35 | 4,534 | 7.16 | ||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 785,251 | 0.00 | 6 | 0.00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,382 | 2.58 | 19 | 5.56 | ||||
| 2025-04-30 | 13F | Parr Mcknight Wealth Management Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 51,542 | 9.70 | 413 | 10.43 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 11,059 | -6.75 | 89 | -6.38 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 15,593 | 0.00 | 124 | 1.64 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 276 | 2 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 20,222 | 0.00 | 0 | |||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 68,529 | -1.22 | 550 | 0.73 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 51,460 | 0.00 | 413 | 0.73 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 470,523 | 1.74 | 3,774 | 2.50 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,572 | -94.97 | 13 | -95.16 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 611,388 | 20.38 | 4,903 | 21.30 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 73,416 | 0.47 | 589 | 1.20 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 145,556 | -7.73 | 1,167 | -7.01 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 192 | 3.78 | 2 | 0.00 | ||||
| 2025-05-08 | 13F | Private Advisory Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 193,045 | 1,548 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 17,661 | 106.20 | 142 | 116.92 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 49,682 | -2.77 | 398 | -1.97 | ||||
| 2025-08-08 | 13F/A | Sequoia Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Western Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1,550 | 12 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 4,197 | 34 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 69,400 | -83.77 | 557 | -83.66 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | VeraBank, N.A. | 13,658 | 0.00 | 110 | 0.93 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 15,899 | 0.00 | 128 | 0.79 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 129,078 | -33.78 | 1,035 | -33.27 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 23 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 8,491 | 0.14 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,456,317 | 3.49 | 27,720 | 4.27 | ||||
| 2025-07-22 | 13F/A | Kingstone Capital Partners Texas, LLC | 19,818 | 6.56 | 159 | 7.43 | ||||
| 2025-05-14 | 13F | Bragg Financial Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 32,639 | -1.96 | 262 | -1.14 | ||||
| 2025-06-26 | NP | AAINX - Thrivent Opportunity Income Plus Fund Class A | 43,598 | 0.00 | 338 | -2.88 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 97,000 | 778 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 20,922 | -75.12 | 170 | -74.85 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 55,993 | 0.00 | 449 | 0.90 | ||||
| 2025-05-02 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 23,711 | 1.84 | 190 | 2.70 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 11,200 | 90 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11,512 | 92 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 9,016 | 0.00 | 72 | 0.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,137,158 | 17.79 | 9,120 | 18.69 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 551 | 0.00 | 4 | 0.00 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 686,535 | 2.00 | 5,506 | 2.78 | ||||
| 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 | 156,587 | -4.51 | 1,214 | -7.05 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 77,543 | -8.04 | 622 | -7.45 | ||||
| 2025-08-20 | NP | LSPAX - LoCorr Spectrum Income Fund Class A | 70,603 | 0.00 | 566 | 0.89 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 12,816 | 0.00 | 103 | 0.00 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 7 | 0 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 21,214 | 1.78 | 170 | 3.03 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6,886,989 | 1.57 | 55,234 | 2.33 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 36,816 | 0.11 | 297 | 1.02 | ||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 11,428 | 92 | ||||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 1,977 | 0.00 | 16 | 0.00 | ||||
| 2025-08-05 | 13F | Palogic Value Management, L.P. | 100,317 | -0.98 | 805 | -0.25 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 10,060 | -23.64 | 81 | -23.08 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 1,011,715 | 1.32 | 8,114 | 2.08 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 7,908 | 63 | ||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 350 | 0.00 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 13,843 | -6.66 | 111 | -5.93 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 19,879 | 0.00 | 159 | 0.63 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 62,643 | 502 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 4,202 | 34 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 388 | 3 | ||||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 3,527 | -23.87 | 28 | -22.22 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 89,471 | -0.20 | 718 | 0.56 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10,952 | 88 | ||||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 3,000 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 13,695 | 0.00 | 110 | 0.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 50,420 | -16.41 | 404 | -15.83 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 9,862 | 0.00 | 79 | 1.28 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 15,726 | 0.00 | 126 | 0.80 | ||||
| 2025-05-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 108,730 | -11.81 | 877 | -10.60 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 36,995 | -2.83 | 297 | -1.00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 24,913 | -4.98 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 359 | 0.00 | 3 | 0.00 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 26,404 | 214 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 10,073 | 0.00 | 81 | 0.00 | ||||
| 2025-07-14 | 13F | Argentarii, LLC | 15,073 | -0.55 | 121 | 0.00 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 70,922 | 0.00 | 569 | 0.71 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Morling Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 24,437 | 0.00 | 196 | 0.52 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 34,531 | 5.96 | 277 | 6.56 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1,655,758 | 14.10 | 13,279 | 14.97 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 13,312 | 8.21 | 107 | 9.28 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1,515 | 2.30 | 12 | 9.09 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 14,964 | -9.56 | 120 | -8.40 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 45,861 | -8.02 | 368 | -7.32 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 36,774 | -10.08 | 295 | -9.54 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 64,370 | -9.52 | 516 | -7.69 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 598,489 | -4.97 | 4,800 | -4.27 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 1,400 | 0.00 | 11 | 0.00 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 300,000 | 0.00 | 2,406 | 0.75 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 12,542 | 1.17 | 101 | 2.04 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 86,571 | 0.00 | 694 | 0.73 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 612 | 0.00 | 5 | 0.00 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 220,453 | 9.63 | 1,768 | 10.50 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 73,289 | -3.80 | 1 | |||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 28,250 | 0.00 | 227 | 0.89 | ||||
| 2025-08-05 | 13F | Burney Co/ | 21,710 | -37.71 | 174 | -37.18 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 27,106 | 27.14 | 217 | 28.40 | ||||
| 2025-06-26 | NP | AABFX - Thrivent Balanced Income Plus Fund Class A | 5,463 | 0.00 | 42 | -2.33 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 25,746 | 65.14 | 206 | 66.13 |
