Mga Batayang Estadistika
| Pemilik Institusional | 134 total, 134 long only, 0 short only, 0 long/short - change of -0.74% MRQ |
| Alokasi Portofolio Rata-rata | 0.3847 % - change of -2.61% MRQ |
| Saham Institusional (Jangka Panjang) | 27,985,146 (ex 13D/G) - change of -0.56MM shares -1.96% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 270,422 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Western Asset Managed Municipals Fund Inc. (US:MMU) memiliki 134 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 27,985,146 saham. Pemegang saham terbesar meliputi Rivernorth Capital Management, Llc, Morgan Stanley, Pathstone Holdings, LLC, 1607 Capital Partners, LLC, Bank Of America Corp /de/, RiverNorth Flexible Municipal Income Fund II, Inc., Raymond James Financial Inc, RiverNorth Managed Duration Municipal Income Fund, Inc., RiverNorth Managed Duration Municipal Income Fund II, Inc., and Karpus Management, Inc. .
Struktur kepemilikan institusional Western Asset Managed Municipals Fund Inc. (NYSE:MMU) 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 10.08 / share. Previously, on September 6, 2024, the share price was 10.81 / share. This represents a decline of 6.75% 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-05-15 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 5,609,978 | 4,796,245 | -14.51 | 8.78 | -14.26 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Charter Trust Co | 41,682 | 0.00 | 413 | -3.74 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 691,790 | -0.18 | 6,849 | -3.97 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 13,860 | 0.00 | 137 | -3.52 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 172,474 | 1.56 | 1,707 | -2.29 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 1,712,606 | -1.75 | 16,955 | -5.48 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 34,272 | -25.50 | 339 | -28.33 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 63,124 | 0.41 | 624 | -1.11 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 46,104 | -6.11 | 456 | -9.70 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 12,363 | 1.34 | 122 | -2.40 | ||||
| 2025-08-27 | NP | ROBAX - Robinson Tax Advantaged Income Fund Class A Shares | 408,162 | -13.73 | 4,041 | -17.01 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 220,315 | 6.99 | 2,181 | 2.97 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 971,195 | 10.85 | 9,615 | 6.64 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 449,227 | 0.93 | 4,447 | -2.88 | ||||
| 2025-07-15 | 13F | Capstone Capital Wealth Advisors | 29,450 | 0.00 | 292 | -3.96 | ||||
| 2025-08-25 | NP | MDFIX - Matisse Discounted Bond CEF Strategy Institutional Class | 29,650 | 0.00 | 294 | -3.93 | ||||
| 2025-08-28 | NP | Rivernorth Opportunities Fund, Inc. | 130,376 | -34.77 | 1,291 | -37.26 | ||||
| 2025-03-11 | 13F/A | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1,814,586 | -23.83 | 17,964 | -27.23 | ||||
| 2025-08-14 | 13F | Rock Point Advisors, LLC | 40,150 | 0.00 | 397 | -3.87 | ||||
| 2025-08-28 | NP | RTAI - RAREVIEW TAX ADVANTAGED INCOME ETF | 187,264 | -5.59 | 1,854 | -9.17 | ||||
| 2025-08-28 | NP | RiverNorth Managed Duration Municipal Income Fund II, Inc. | 709,417 | 0.00 | 7,023 | -3.78 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 45,581 | 1.63 | 454 | -2.16 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 46,371 | -17.27 | 459 | -19.61 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 48,910 | -0.85 | 484 | -4.54 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 37,552 | -9.78 | 378 | -11.68 | ||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 408,162 | -13.73 | 4,041 | -17.01 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 457 | 0.00 | 5 | 0.00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 17,585 | 174 | ||||||
| 2025-05-15 | 13F | Logan Stone Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6,404 | -29.46 | 63 | -32.26 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 40,727 | 3.06 | 403 | -0.74 | ||||
| 2025-04-30 | 13F | Stratos Wealth Partners, LTD. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Providence First Trust Co | 20,303 | 0.00 | 201 | -3.37 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 544,800 | 0.00 | 5,394 | -3.78 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6,000 | 0.00 | 59 | -3.28 | ||||
| 2025-08-01 | 13F | Motco | 5,412 | 0.00 | 54 | -3.64 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 26,549 | 30.08 | 263 | 24.76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 133,942 | -0.58 | 1,326 | -4.33 | ||||
| 2025-05-15 | 13F | Saba Capital Management, L.P. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 9,716 | 96 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 14,015 | 0.00 | 139 | -4.17 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 44,466 | -11.49 | 0 | |||||
| 2025-08-08 | 13F | Fiera Capital Corp | 292,962 | -1.33 | 2,900 | -5.07 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 106,651 | -9.50 | 1,056 | -12.95 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 20,511 | -2.13 | 203 | -5.58 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 67,913 | 0.52 | 672 | -3.31 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 304,360 | 50.57 | 3,013 | 44.86 | ||||
| 2025-08-28 | NP | RiverNorth Flexible Municipal Income Fund II, Inc. | 1,015,462 | -0.61 | 10,053 | -4.38 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 3,000 | 0.00 | 30 | -3.33 | ||||
| 2025-08-28 | NP | RiverNorth Flexible Municipal Income Fund, Inc. | 240,630 | 0.00 | 2,382 | -3.80 | ||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 400 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 11,510 | -46.92 | 114 | -49.33 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 25,920 | 13.56 | 257 | 9.40 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 4,471 | -44.45 | 44 | -46.34 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 25,725 | -1.27 | 255 | -5.22 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,036,443 | 0.91 | 39,961 | -2.92 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 22,851 | 0.87 | 226 | -3.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 185,111 | -18.23 | 1,833 | -21.34 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 15,685 | -12.94 | 155 | -16.22 | ||||
| 2025-08-28 | NP | RiverNorth Opportunistic Municipal Income Fund, Inc. | 533,210 | 0.00 | 5,279 | -3.79 | ||||
| 2025-05-14 | 13F | Landscape Capital Management, L.l.c. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 476,085 | 117.29 | 4,713 | 109.09 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1,000 | 0.00 | 10 | 0.00 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 26,694 | 0.00 | 264 | 2.33 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 336,736 | -0.21 | 3 | 0.00 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 11,597 | 3.50 | 115 | -0.87 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 186 | -35.19 | 2 | -50.00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 171,780 | 20.78 | 1,701 | 16.20 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 77,578 | -51.65 | 767 | -53.54 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 33,888 | 5.47 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 6,690 | 0.00 | 66 | -2.94 | ||||
| 2025-05-29 | 13F/A | Modern Wealth Management, LLC | 30,000 | 310 | ||||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 10,000 | 0.00 | 99 | -2.94 | ||||
| 2025-08-29 | NP | PIMCO Flexible Municipal Income Fund | 544,800 | 0.00 | 5,394 | -3.78 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 24,732 | -48.10 | 0 | |||||
| 2025-08-07 | 13F | Atala Financial Inc | 15,000 | -66.92 | 148 | -68.24 | ||||
| 2025-05-15 | 13F | Cnh Partners Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 4,460,981 | -6.99 | 44,164 | -10.52 | ||||
| 2025-04-24 | 13F | Bartlett & Co. Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 17,093 | -41.25 | 169 | -40.07 | ||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 100,507 | -9.44 | 995 | -12.80 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 1,626 | 0.00 | 16 | 0.00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 30,099 | 19.64 | 298 | 15.12 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 26,285 | 22.75 | 0 | |||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 42,200 | 13.62 | 418 | 9.16 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1,703 | -35.59 | 17 | -40.74 | ||||
| 2025-06-25 | NP | XMPT - VanEck Vectors CEF Municipal Income ETF | 339,520 | 0.06 | 3,385 | -4.24 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 116,223 | -16.66 | 1,151 | -19.86 | ||||
| 2025-07-23 | 13F | Matisse Capital | 29,650 | 0.00 | 294 | -3.93 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 16,777 | -1.76 | 166 | -5.14 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12,105 | 120 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 223,902 | 32.92 | 2,217 | 27.87 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 11,051 | -0.47 | 109 | -4.39 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 77,104 | 0.00 | 763 | -3.78 | ||||
| 2025-08-28 | NP | RiverNorth Managed Duration Municipal Income Fund, Inc. | 748,299 | -0.71 | 7,408 | -4.46 | ||||
| 2025-08-18 | 13F/A | Nomura Holdings Inc | 10,000 | 99 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 101,729 | 8.66 | 1,007 | 4.57 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15,020 | 0.00 | 149 | -3.90 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 17,290 | 15.69 | 171 | 11.76 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 21,408 | 16.30 | 212 | 11.64 | ||||
| 2025-08-27 | NP | HCIMX - The Intermediate Term Municipal Bond Portfolio HC Strategic Shares | 397,985 | 0.00 | 3,940 | -3.79 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 10,013 | 99 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 399 | -23.27 | 4 | -40.00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 150,275 | 14.88 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 17,900 | 184 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 10,358 | -24.82 | 103 | -27.66 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 17,388 | 172 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 17,166 | 0.69 | 170 | -3.43 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 96,021 | 0.34 | 951 | -3.46 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 29,631 | -31.60 | 293 | -34.16 | ||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 36,100 | 0.00 | 357 | -3.77 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 830 | 0.00 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 166,042 | 6.78 | 1,644 | 2.69 | ||||
| 2025-08-27 | NP | RMMBX - Aspiriant Risk-Managed Municipal Bond Fund | 86,507 | 0.00 | 856 | -3.82 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 109,141 | 0.00 | 1,080 | -3.83 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 104,982 | 1,039 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17,748 | 0.90 | 176 | -3.31 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,021,591 | 61.80 | 10,114 | 55.66 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 57,808 | -27.67 | 572 | -30.41 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12,338 | -43.16 | 123 | -45.29 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 11,829 | 0.00 | 117 | -3.31 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 11,371 | 0.00 | 113 | -4.27 | ||||
| 2025-08-05 | 13F | Rareview Capital LLC | 297,490 | -6.69 | 2,945 | -10.21 | ||||
| 2025-05-08 | 13F | We Are One Seven, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 61,322 | -9.76 | 607 | -13.16 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 6,650 | 0.00 | 66 | -4.41 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 26,221 | 12.92 | 260 | 8.82 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 40,103 | 4.02 | 397 | 0.25 | ||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 20,665 | 205 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 12,847 | 12.62 | 127 | 8.55 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 702 | 1.01 | 7 | -14.29 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 113,430 | -8.87 | 1,123 | -12.27 | ||||
| 2025-05-14 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 53,000 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | Nuveen, LLC | 91,512 | 0.00 | 906 | -3.83 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 314 | -16.04 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | City Of London Investment Management Co Ltd | 397,985 | -20.36 | 3,940 | -23.38 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 46,000 | -8.00 | 455 | -11.48 | ||||
| 2025-07-25 | NP | MFLX - First Trust Municipal 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 | 10,832 | 0.00 | 107 | -5.31 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 301 | 0.00 | 3 | -33.33 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 11,551 | 1.64 | 114 | -1.72 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 11,035 | -13.01 | 109 | -16.15 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 75,423 | 13.14 | 747 | 8.91 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | -100.00 | 0 | -100.00 |
