Mga Batayang Estadistika
| Pemilik Institusional | 205 total, 205 long only, 0 short only, 0 long/short - change of 5.61% MRQ |
| Alokasi Portofolio Rata-rata | 0.1353 % - change of -3.79% MRQ |
| Saham Institusional (Jangka Panjang) | 26,359,393 (ex 13D/G) - change of 2.84MM shares 12.10% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 344,568 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
PIMCO Corporate & Income Opportunity Fund (US:PTY) memiliki 205 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 26,359,393 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Morgan Stanley, Northwestern Mutual Wealth Management Co, XML Financial, LLC, Cetera Investment Advisers, Invesco Ltd., Commonwealth Equity Services, Llc, Advisor Group Holdings, Inc., Raymond James Financial Inc, and Envestnet Asset Management Inc .
Struktur kepemilikan institusional PIMCO Corporate & Income Opportunity Fund (NYSE:PTY) 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 14.31 / share. Previously, on September 9, 2024, the share price was 14.30 / share. This represents an increase of 0.07% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Main Street Group, LTD | 32,827 | 15.78 | 457 | 11.49 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 5,415 | 0.00 | 75 | -3.85 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 29,828 | -2.08 | 415 | -5.91 | ||||
| 2025-09-05 | 13F | Ghe, Llc | 51,450 | 0.98 | 716 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,319 | -54.81 | 18 | -57.14 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 16,745 | 0.00 | 233 | -4.13 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 10,000 | -63.48 | 139 | -64.90 | ||||
| 2025-05-13 | 13F | Russell Investments Group, Ltd. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 128,837 | 1,792 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1,235 | 2.57 | 17 | 0.00 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 52,000 | 723 | ||||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 700 | 0.00 | 10 | -10.00 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 19,940 | 2.63 | 277 | -1.07 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 69,524 | 0.01 | 967 | -3.78 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 15,036 | 9.51 | 209 | 5.56 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 12,104 | 2.26 | 167 | 3.73 | ||||
| 2025-08-08 | 13F | Creative Planning | 14,312 | -16.84 | 199 | -19.76 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 13,826 | 6.01 | 192 | 2.13 | ||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 3,200 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 15,547 | 210.07 | 216 | 222.39 | ||||
| 2025-08-14 | 13F | UBS Group AG | 78,287 | 9.07 | 1,089 | 4.92 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 19,167 | 265 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 726,392 | -8.52 | 10,104 | -11.99 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 18,088 | -5.52 | 252 | -9.06 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 53,572 | 6.55 | 1 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 3,025 | 0.00 | 42 | -2.33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 787,260 | 16.31 | 10,952 | 11.88 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2 | 0.00 | 0 | |||||
| 2025-07-21 | 13F | TFG Advisers LLC | 11,978 | -2.60 | 167 | -6.21 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,466,153 | 1.84 | 20,394 | -2.03 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 18,269 | 0.00 | 254 | -3.79 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 18,686 | 0.00 | 260 | -4.07 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 1,965 | 0.00 | 27 | -3.57 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 63,530 | 0.00 | 884 | -3.81 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 33,546 | -0.22 | 467 | -4.12 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 71,608 | 4.54 | 996 | 0.61 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 56,090 | 71.69 | 780 | 65.25 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 636,884 | 10.07 | 8,859 | 5.89 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 175,601 | 12.10 | 2,443 | 8.53 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 12,116 | 8.30 | 169 | 4.35 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 10,126 | 146 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 192,653 | -39.69 | 2,680 | -41.99 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 104,655 | 2.15 | 1,456 | -1.76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 476,207 | 74.82 | 6,624 | 68.16 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 88,400 | 0.00 | 1,230 | -3.83 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 226 | 0.00 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 59,740 | -25.35 | 831 | -28.26 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 14,851 | 0.32 | 207 | -3.74 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 10,241 | -38.65 | 143 | -41.08 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | -100.00 | 0 | |||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 167,163 | 1.94 | 2,417 | 2.59 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 27,817 | 0.00 | 387 | -3.98 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 10,341 | 144 | ||||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 31,211 | 434 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 17,334 | 0.99 | 241 | -2.82 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 15,000 | 0.00 | 209 | -3.70 | ||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 111,597 | 1.16 | 1,552 | -2.70 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 10,021 | 139 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11 | 0 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 56,931 | 792 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 38,493 | 48.41 | 535 | 42.67 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 2,289 | 646 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 19,432 | -0.87 | 270 | -4.59 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 10,399 | 145 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 13,575 | 0.00 | 189 | -4.08 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 25,703 | 0.50 | 361 | -3.23 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 6,109 | 0.00 | 85 | -4.55 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 39,376 | 7.26 | 548 | 3.21 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1,986 | 2.53 | 28 | -3.57 | ||||
| 2025-05-08 | 13F | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 18,430 | 19.00 | 256 | 14.80 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 850 | 0.00 | 12 | -8.33 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7,735 | 31.64 | 108 | 25.88 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 26,005 | 3.92 | 362 | -0.28 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 16,152 | 225 | ||||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 23,113 | 0.00 | 322 | -3.89 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 126,685 | 3.32 | 1,762 | -0.62 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 10,955 | -1.27 | 0 | |||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 93,692 | 1,303 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2,568,701 | 2.26 | 35,731 | -1.63 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 34,708 | 2.24 | 483 | -1.63 | ||||
| 2025-05-06 | 13F | Readystate Asset Management Lp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 30,118 | -9.06 | 419 | -12.55 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 63,609 | -15.43 | 1 | -100.00 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 115,161 | 107.38 | 1,602 | 99.63 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 14,271 | 0.00 | 199 | -3.88 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 11,095 | 154 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 86,888 | 3.81 | 1,209 | -0.17 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 42,804 | 8.35 | 600 | 4.35 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 72,950 | -4.27 | 1,015 | -7.90 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 193,331 | 0.31 | 2,689 | -3.48 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 28,675 | 399 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11,503 | 64.63 | 160 | 60.00 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 17,847 | 0.00 | 248 | -3.88 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 621 | 2.64 | 0 | |||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 803 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 435,279 | -4.19 | 6 | 0.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14,990 | 10.03 | 209 | 5.58 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 745 | 0.00 | 10 | 0.00 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 25,207 | 14.31 | 354 | 10.31 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 14 | 0 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 42,198 | -19.16 | 587 | -22.28 | ||||
| 2025-08-14 | 13F | Comerica Bank | 17,069 | -13.36 | 237 | -16.55 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 460,307 | 2.35 | 6,403 | -1.55 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 22,900 | 0.00 | 319 | -3.93 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 239,400 | 54.48 | 3,330 | 48.66 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 39,535 | -11.21 | 550 | -14.62 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 22,574 | 1.08 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 26,189 | -18.84 | 376 | -19.31 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 101,430 | 0.38 | 1,411 | -3.49 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 850 | -13.27 | 12 | -21.43 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 44,133 | 53.62 | 638 | 53.37 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8,244 | 115 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 300 | 4 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 40,239 | -4.14 | 560 | -7.76 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 65,922 | -1.21 | 917 | -4.98 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 1,115 | 0.00 | 16 | -6.25 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 14,095 | 0.00 | 196 | -3.45 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 102,029 | 22.95 | 1,419 | 18.35 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 333,526 | 425.13 | 4,639 | 405.34 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,500 | 0.00 | 21 | -4.76 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 2,200 | 0.00 | 31 | -3.23 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 20 | 533.33 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 46,677 | 64.00 | 649 | 57.66 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 28,152 | -10.68 | 392 | -14.07 | ||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 327,266 | 2.87 | 4,552 | -1.04 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 1,713 | 42.04 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 688,430 | 13.22 | 9,576 | 8.92 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3,791 | 16.79 | 0 | |||||
| 2025-08-07 | 13F | Nwam Llc | 41,786 | 11.41 | 582 | 7.20 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 20,126 | 83.53 | 280 | 76.58 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 602 | 0.00 | 8 | 0.00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33,790 | 0.00 | 470 | -3.69 | ||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 55,325 | 1 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 20,110 | 2.84 | 0 | |||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 21,336 | 0.39 | 297 | -3.58 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 175,769 | -0.32 | 2,445 | -4.12 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 111,940 | 12.35 | 1,557 | 8.13 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 42,866 | 0.00 | 596 | -3.72 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 81,408 | -7.98 | 1,132 | -11.49 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Parvin Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 168,677 | 0.26 | 2,345 | 5.82 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,600 | 0.00 | 22 | -4.35 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 800 | 0.00 | 12 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 16,400 | 15.49 | 228 | 11.22 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 500 | 0.00 | 7 | -14.29 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 258,527 | 10.09 | 3,596 | 5.92 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 22,145 | 0.66 | 308 | -3.14 | ||||
| 2025-07-16 | 13F | Cresta Advisors, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 10,426 | 0.00 | 145 | -3.33 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 1,620 | 0.00 | 23 | -4.35 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 54,578 | 11.01 | 759 | 6.90 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 151 | 0.00 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 932,377 | -13.86 | 13 | -20.00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 127,095 | 33.47 | 1,768 | 28.42 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 400 | 0.00 | 6 | 0.00 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 20,965 | 292 | ||||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 82,100 | 13.71 | 1,142 | 9.39 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 17,458 | 0.00 | 243 | -3.97 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 198,042 | -4.03 | 2,755 | -9.32 | ||||
| 2025-08-11 | 13F | Mindset Wealth Management, Llc | 51,785 | 0.00 | 720 | -3.74 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,600,746 | 6.13 | 36,176 | 2.09 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 2,694 | 0.00 | 37 | -2.63 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 24,000 | 0.00 | 334 | -4.03 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 49,774 | 14.45 | 692 | 10.19 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 44,073 | 613 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 341 | 27.24 | 5 | 33.33 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 155,678 | 15.60 | 2,165 | 11.20 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10,203 | 0.22 | 142 | -4.08 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12,256 | 170 | ||||||
| 2025-03-11 | 13F/A | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16,008 | -1.98 | 223 | -5.93 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 50,210 | 0.00 | 698 | -3.86 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 125,022 | 0.00 | 1,739 | -3.76 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 391,171 | 20.83 | 5,441 | 16.24 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 10,608 | 0.00 | 148 | -3.92 | ||||
| 2025-07-30 | NP | HYIN - WisdomTree Alternative Income Fund N/A | 125,301 | 12.23 | 1,723 | 4.87 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,963,850 | 12.90 | 27,317 | 8.61 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 1,179,006 | 16,400 | ||||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,122 | -0.03 | 43 | 7.50 | ||||
| 2025-05-15 | 13F | Williams Jones Wealth Management, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 598,332 | 1.46 | 8,323 | -2.40 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 434,285 | 2.12 | 6,041 | -1.77 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 21,933 | 2.47 | 305 | -1.29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3,350 | 46 | ||||||
| 2025-05-15 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 17,503 | 16.18 | 243 | 11.98 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 85,493 | 5.03 | 1,189 | 1.02 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 383 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 26,536 | -39.71 | 369 | -41.98 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 19,526 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 158,705 | -3.42 | 2,208 | -7.11 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 1,512,364 | 1.42 | 21,037 | -2.44 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,950 | -50.63 | 27 | -52.63 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 | 0 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 23,000 | 0.00 | 323 | -3.88 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 13,385 | -24.53 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 6,000 | 0.00 | 84 | -3.49 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 26,095 | 15.10 | 363 | 10.70 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 51,410 | 16.96 | 715 | 18.97 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 10,200 | 0.00 | 142 | -4.08 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 4,479 | -40.29 | 62 | -42.59 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6,700 | 0.00 | 93 | -3.12 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 27,411 | 2.34 | 381 | -1.55 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 120,499 | -20.40 | 1,676 | -23.40 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 715 | 0.00 | 10 | -10.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 53,347 | 2.09 | 742 | -1.72 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,599 | 22 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 102,953 | 3.51 | 1,432 | -0.42 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 3,425 | 0.00 | 48 | -4.08 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3,000 | -9.09 | 42 | -12.77 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10,048 | -78.08 | 141 | -79.04 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 578,015 | 17.49 | 8,040 | 13.03 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 700 | 0.00 | 10 | -10.00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 2,500 | 0.00 | 35 | -5.56 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 16,914 | 2.59 | 235 | -1.26 |
