Mga Batayang Estadistika
| Pemilik Institusional | 163 total, 163 long only, 0 short only, 0 long/short - change of 24.24% MRQ |
| Alokasi Portofolio Rata-rata | 0.5722 % - change of 14.70% MRQ |
| Saham Institusional (Jangka Panjang) | 14,560,629 (ex 13D/G) - change of 5.12MM shares 54.31% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 694,604 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Bond Opportunities ETF (US:JPIB) memiliki 163 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 14,560,629 saham. Pemegang saham terbesar meliputi Avantax Planning Partners, Inc., Mainstay Capital Management Llc /adv, FSM Wealth Advisors, LLC, Bank Of America Corp /de/, Jane Street Group, Llc, Goldstone Financial Group, LLC, Raymond James Financial Inc, LPL Financial LLC, Morgan Stanley, and Hughes Financial Services, LLC .
Struktur kepemilikan institusional J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Bond Opportunities ETF (BATS:JPIB) 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 48.87 / share. Previously, on September 9, 2024, the share price was 48.36 / share. This represents an increase of 1.05% 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 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2024-10-25 | FIRST TRUST PORTFOLIOS LP | 622,136 | 6.10 |
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
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-07 | 13F | First Citizens Financial Corp | 25,942 | -4.45 | 1,261 | -3.00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 350 | 0.00 | 17 | 6.25 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 10,733 | 65.76 | 1 | |||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 211,503 | -2.86 | 10,283 | -1.38 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 122,098 | 1.80 | 5,936 | 3.36 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 36,175 | 1,756 | ||||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 3,124 | 152 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 4,400 | -54.05 | 214 | -53.49 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 5,430 | 23.13 | 264 | 25.12 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 157,525 | 6.56 | 7,619 | 7.13 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5,601 | 78.09 | 272 | 81.33 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 22,165 | 1,078 | ||||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 4,938 | 1.21 | 240 | 3.00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 199,320 | 4.89 | 9,691 | 6.48 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 2 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 26,213 | 1,274 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 39,902 | 26.16 | 1,940 | 28.14 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 36,157 | -15.90 | 1,758 | -14.63 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 71,969 | -1.13 | 3,499 | 0.37 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,987 | -1.68 | 97 | 1.05 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 7,402 | 360 | ||||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 147,177 | -0.73 | 7,156 | 0.77 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 68,050 | 3 | ||||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 6,454 | 7.60 | 314 | 9.06 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 74,080 | -4.06 | 3,602 | -2.60 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 55,995 | 2.75 | 2,722 | 4.33 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 189,146 | 8.01 | 9,196 | 9.66 | ||||
| 2025-07-22 | 13F | White & Co Financial Planning Inc | 64,356 | -0.31 | 3,128 | 1.13 | ||||
| 2025-04-28 | 13F | Salomon & Ludwin, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 10,652 | 516 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 115 | 91.67 | 6 | 150.00 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 378,378 | 101,341.82 | 18,408 | 108,182.35 | ||||
| 2025-08-01 | 13F | Motco | 11,344 | 31.39 | 550 | 33.17 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,017 | -0.25 | 95 | -1.04 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 459,330 | 2,602.42 | 22,278 | 2,640.10 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 7,402 | 27.07 | 360 | 29.14 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 9 | 0 | ||||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 43,523 | 2,116 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 9,825 | 478 | ||||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 288,578 | 2.11 | 14,031 | 3.66 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 262 | 0.00 | 13 | 0.00 | ||||
| 2025-05-14 | 13F | WCG Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 75,354 | -9.68 | 3,664 | -8.31 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 116,548 | 8.34 | 5,667 | 10.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 526,367 | 1,315.38 | 25,592 | 1,337.70 | ||||
| 2025-08-14 | 13F | Brasada Capital Management, Lp | 7,040 | -27.20 | 341 | -25.22 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 12,821 | 63.47 | 623 | 66.13 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 12,513 | 0.77 | 608 | 2.36 | ||||
| 2025-05-06 | 13F | PFG Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 4,181 | 203 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 328 | 16 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 413 | 104.46 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1,529 | -3.84 | 74 | -3.90 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 170,594 | 106.84 | 8,294 | 110.03 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 11,428 | 0.00 | 547 | 0.00 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 88,892 | 3.98 | 4,322 | 5.54 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 213 | 10 | ||||||
| 2025-07-15 | 13F | McCarthy & Cox | 355,852 | -2.76 | 17,302 | -1.27 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 47,660 | 10.25 | 2,317 | 11.93 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 62,189 | 3,024 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 803 | 39 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 42,483 | 2,066 | ||||||
| 2025-04-21 | 13F | United Advisor Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 28,986 | 32.80 | 1,409 | 34.83 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 928,901 | 17,815.16 | 45,163 | 18,110.89 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 199,543 | 0.89 | 9,702 | 2.43 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 5,988 | 0.00 | 291 | 1.75 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 635 | 31 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 6,180 | 0.00 | 300 | 1.69 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 19,758 | 2.62 | 961 | 4.12 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 306 | -14.53 | 15 | -17.65 | ||||
| 2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4,928 | 0.02 | 240 | 1.70 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 23,184 | 23.16 | 1,127 | 25.08 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6,399 | 0.00 | 311 | 1.63 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 59,114 | 4.94 | 2,874 | 6.56 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 51,153 | 11.85 | 2,487 | 13.56 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2,284 | 0.00 | 111 | 1.83 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 150 | 7 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 79,885 | 3,884 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 616,260 | 24.09 | 29,963 | 25.98 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 38,143 | -0.17 | 1,855 | 1.37 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 31,937 | 7,076.85 | 1,553 | 7,290.48 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 13,793 | 14.21 | 671 | 15.92 | ||||
| 2025-07-16 | 13F | Marmo Financial Group, LLC | 101,593 | -0.39 | 4,939 | 1.13 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 22,663 | 1,102 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 13,924 | 13.83 | 677 | 15.56 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 20,802 | 47.73 | 1,011 | 50.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7,400 | 19.35 | 360 | 21.28 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 70,070 | 107.73 | 3,407 | 110.90 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 117,500 | 231.35 | 5,713 | 236.40 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10,923 | 103.03 | 531 | 106.61 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 54,540 | 2,652 | ||||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 2,220 | 3.59 | 0 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 12,891 | 7.86 | 627 | 9.44 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 5,516 | 0.00 | 268 | 1.52 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 775 | 0 | ||||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 325,518 | 7.20 | 15,827 | 8.84 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 23,694 | 1,152 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 20,611 | -10.03 | 1,002 | -8.66 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 11 | 0 | ||||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 38,985 | 1,895 | ||||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 8,000 | 0.00 | 389 | 1.31 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 7,688 | -4.95 | 374 | -3.62 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4,099 | 0.81 | 199 | 2.58 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 110,555 | -29.75 | 5,375 | -28.68 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4,798 | -7.14 | 233 | -5.67 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 57,125 | 23.93 | 2,777 | 25.83 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 36,372 | -0.18 | 1,768 | 1.32 | ||||
| 2025-05-14 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,958 | 12.47 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 328,375 | 12.51 | 15,966 | 14.22 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 73,588 | 3,578 | ||||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 2,940 | 143 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 135,358 | 3.93 | 6,581 | 5.52 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 17,589 | -2.15 | 855 | -0.58 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 274,348 | 0.50 | 13,339 | 2.03 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 10,761 | 22.97 | 523 | 24.82 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 13,726 | 7.75 | 667 | 9.34 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 36,881 | 1,793 | ||||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 25,578 | -67.46 | 1,244 | -66.98 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 114,398 | -2.26 | 5,562 | -0.77 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 121,557 | 5,910 | ||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 88,748 | 4,315 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 7,101 | 345 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 1,302,392 | 74.30 | 63,322 | 76.96 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 126,901 | 1.95 | 6,170 | 3.51 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 135,820 | -0.47 | 6,604 | 1.04 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 35 | 0.00 | 2 | 0.00 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 6,590 | -36.16 | 320 | -35.22 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 11,400 | 151.43 | 554 | 155.30 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 298,686 | 1.96 | 14,522 | 3.51 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 77,473 | 41.73 | 4 | 50.00 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 77,520 | -14.30 | 3,769 | -13.00 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 14,836 | 721 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 37,922 | 12.24 | 1,844 | 13.91 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 100,830 | 146.72 | 5 | 300.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,305 | 0.08 | 63 | 1.61 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 38,691 | 1,881 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 14,353 | -2.11 | 698 | -0.71 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 4,548 | 221 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 175,343 | -1.83 | 8,525 | -0.33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 443,234 | 26.53 | 21,550 | 28.46 | ||||
| 2025-04-28 | 13F | Rosenberg Matthew Hamilton | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 669,596 | 18.13 | 32,435 | 19.49 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 121,196 | 9.93 | 5,893 | 11.61 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 248,358 | 22.05 | 12,075 | 23.92 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 418,608 | 17.87 | 20,353 | 19.66 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 4,726 | 226 | ||||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 25,071 | -16.11 | 1,219 | -14.88 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 19,864 | 966 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 40,360 | 13.78 | 1,962 | 15.55 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 361 | 0.00 | 18 | 0.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 146,101 | 7,103 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5,907 | 0.27 | 286 | 1.42 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 20,434 | 2.29 | 994 | 3.87 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 426,119 | 46.37 | 20,718 | 48.59 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 164,837 | 2.00 | 8,014 | 4.95 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 6,949 | -71.96 | 338 | -71.59 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 3,219 | 157 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 89,092 | -14.04 | 4,332 | -12.73 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 21,613 | 1,051 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 17,269 | -4.83 | 840 | -3.45 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Systelligence, LLC | 200,867 | 9,766 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 16,934 | 4.56 | 823 | 6.19 | ||||
| 2025-08-14 | 13F | Betterment LLC | 4,828 | 0 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 132,836 | 6,458 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 7,461 | 7.40 | 363 | 9.04 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 83,601 | -3.10 | 4,065 | -1.62 |
