Mga Batayang Estadistika
| Pemilik Institusional | 138 total, 138 long only, 0 short only, 0 long/short - change of 10.32% MRQ |
| Alokasi Portofolio Rata-rata | 0.1357 % - change of 53.95% MRQ |
| Saham Institusional (Jangka Panjang) | 9,104,651 (ex 13D/G) - change of 2.01MM shares 28.39% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 558,999 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares Global Consumer Staples ETF (US:KXI) memiliki 138 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 9,104,651 saham. Pemegang saham terbesar meliputi Fisher Asset Management, LLC, BlackRock, Inc., LPL Financial LLC, Morgan Stanley, Federation des caisses Desjardins du Quebec, Morningstar Investment Management LLC, MSTSX - Morningstar Unconstrained Allocation Fund, Flow Traders U.s. Llc, Cambria Investment Management, L.P., and UBS Group AG .
Struktur kepemilikan institusional iShares Trust - iShares Global Consumer Staples ETF (ARCA:KXI) 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 66.08 / share. Previously, on September 9, 2024, the share price was 65.81 / share. This represents an increase of 0.41% 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | BlackRock, Inc. | 1,396,809 | 1,383,920 | -0.92 | 10.60 | -14.52 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4,505,566 | 31.45 | 294,574 | 34.18 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 17,301 | -1.70 | 1,131 | 0.35 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 105 | 0.00 | 7 | 0.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 946 | 7.01 | 62 | 7.02 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 4,700 | 0.00 | 307 | 1.99 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 400 | 0.00 | 26 | 4.00 | ||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 1,600 | 0.00 | 105 | 1.96 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,750 | 10.57 | 180 | 12.58 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 218 | 0.00 | 14 | 7.69 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 309,401 | 9.65 | 20,229 | 11.93 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 280 | 1.08 | 18 | 0.00 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 5,000 | 327 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 18,584 | 0.00 | 1 | 0.00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 200 | -37.89 | 0 | |||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 804 | -60.39 | 53 | -59.69 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 315 | 0.96 | 21 | 5.26 | ||||
| 2025-05-07 | 13F | Evermay Wealth Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 275 | 0.00 | 18 | 5.88 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 8,275 | 58.74 | 541 | 62.46 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 57,445 | -52.15 | 3,756 | -51.16 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 21,890 | 0.68 | 1,429 | 2.66 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 6,832 | 5.96 | 447 | 8.25 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Fulton Breakefield Broenniman Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 5,873 | -0.03 | 384 | 1.86 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 50 | 0.00 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 33,340 | 0.87 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 158,122 | 10 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 16,922 | 3.87 | 1,106 | 6.04 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8,907 | 67.52 | 582 | 71.18 | ||||
| 2025-08-04 | 13F | Balentine LLC | 117 | 0.00 | 8 | 0.00 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3,923 | 6,438.33 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 200 | 0.00 | 13 | 8.33 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 7,153 | 22.78 | 465 | 25.75 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 30,793 | -8.47 | 2,013 | -6.55 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,018 | 67 | ||||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 3,307 | 0.00 | 216 | 2.37 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 17,222 | -1.98 | 1,126 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,329 | 0.00 | 152 | 2.01 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 236 | 14 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 5,439 | 356 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 100 | 0.00 | 7 | 0.00 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 3,870 | 1.07 | 253 | 3.27 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 3,736 | 0.00 | 244 | 2.09 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3,027 | 4.24 | 198 | 5.91 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 | 0.00 | ||||||
| 2025-08-12 | 13F | Kimelman & Baird, LLC | 161 | 0.00 | 11 | 0.00 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3,927 | 0.00 | 257 | 0.00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1,435 | 0.00 | 94 | 2.20 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 4,768 | -48.86 | 312 | -47.91 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 800 | 0.00 | 52 | 1.96 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 415 | 0.00 | 27 | 3.85 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 2,150 | 0.00 | 141 | 2.19 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9,499 | 117.52 | 1 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 76 | 0.00 | 5 | 0.00 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 56 | 4 | ||||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 72,081 | -3.48 | 5 | 0.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4,930 | 4.21 | 325 | 7.26 | ||||
| 2025-04-10 | 13F | Arrien Investments, Inc. | 7,357 | -1.88 | 484 | 7.33 | ||||
| 2025-06-27 | NP | GMOM - Cambria Global Momentum ETF | 94,101 | -46.87 | 6,221 | -43.50 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6,520 | 3.26 | 426 | 5.45 | ||||
| 2025-05-12 | 13F | Peapack Gladstone Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1,350 | 89 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 4 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 200 | 0.00 | 13 | 8.33 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 6,000 | 0 | ||||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 3,946 | 0.84 | 258 | 2.80 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 75 | 5 | ||||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 126,944 | 8,300 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7,790 | 509 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,594 | 305.60 | 104 | 316.00 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 4,560 | 0.00 | 298 | 2.05 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 509 | 0.00 | 31 | -3.23 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 14,894 | 26.43 | 974 | 29.18 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 4,250 | 20.36 | 0 | |||||
| 2025-08-11 | 13F | ICICI Prudential Asset Management Co Ltd | 64,610 | 0.00 | 4,224 | 2.05 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 99 | -51.71 | 6 | -53.85 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 6,520 | -17.88 | 426 | -15.31 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 4,000 | 0.00 | 262 | 1.95 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 10,683 | -30.77 | 698 | -29.35 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 250,202 | 1.56 | 16,358 | 3.68 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | MSTSX - Morningstar Unconstrained Allocation Fund | 220,816 | -14.03 | 14,598 | -7.16 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 700 | 0.00 | 46 | 2.27 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,016 | 60.51 | 66 | 65.00 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 312 | 0.00 | 20 | 5.26 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 173 | 0.58 | 11 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 41,177 | 2,692 | ||||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 16 | 433.33 | 1 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 23,811 | 0.00 | 1,557 | 2.03 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 306 | 68.13 | 20 | 81.82 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3,102 | 203 | ||||||
| 2025-06-27 | NP | TRTY - Cambria Trinity ETF | 32,843 | 2,171 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 2,185 | -6.34 | 143 | -4.70 | ||||
| 2025-08-08 | 13F | Creative Planning | 57,763 | 0.26 | 3,777 | 2.33 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 5,200 | 0.00 | 0 | |||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 7,384 | 1.07 | 483 | 3.21 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4,823 | 15.83 | 315 | 18.42 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3,759 | -1.34 | 246 | 0.41 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 142 | 0.00 | 9 | 0.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 56,703 | 1.11 | 3,707 | 3.23 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 36,199 | 32.29 | 2,367 | 35.05 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 5,481 | 358 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1,673 | -0.71 | 109 | 1.87 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 121 | 8 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 71,885 | 18.91 | 4,700 | 21.39 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 139 | 9 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 107,680 | -8.05 | 7,040 | -6.13 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 3,368 | 0.00 | 220 | 2.33 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 11,358 | 743 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 10,675 | -4.47 | 698 | -2.52 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 586 | -71.65 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 4,846 | 53,744.44 | 0 | |||||
| 2025-05-15 | 13F | Integrated Wealth Concepts LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 16,135 | 168.20 | 1,055 | 173.77 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 4,800 | 0.00 | 314 | 1.95 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 20,275 | 1,326 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 35,721 | 2.19 | 2,336 | 4.29 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 14,759 | 0.03 | 965 | 2.12 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 236,154 | 15 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 651 | 43 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 23 | 2 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 73,023 | 4,774 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 332,990 | 321.56 | 21,771 | 330.32 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 142 | 9 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3,671 | 2.69 | 240 | 5.26 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 50 | 0.00 | 3 | 0.00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,448,464 | -0.84 | 94,701 | 1.22 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 5,290 | 24.50 | 0 | |||||
| 2025-04-25 | 13F | Kendall Capital Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 196 | 0.00 | 13 | 0.00 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 3,948 | 258 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 66,555 | 44.20 | 4,351 | 47.19 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 5,075 | 2.01 | 332 | 4.09 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4,112 | -88.65 | 269 | -88.44 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 14,362 | 939 | ||||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 100 | 0.00 | 7 | 0.00 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 870 | -17.38 | 57 | -16.42 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,664 | 200.00 | 174 | 210.71 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 30,406 | 1,988 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 11,349 | -14.09 | 742 | -12.41 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,376 | -4.81 | 155 | -2.52 | ||||
| 2025-05-15 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 664 | 0.00 | 43 | 2.38 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 46,259 | -14.45 | 3,024 | -12.68 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 20,700 | 0.00 | 1,353 | 2.11 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,548 | 0.00 | 101 | 2.02 |
