Mga Batayang Estadistika
| Pemilik Institusional | 170 total, 170 long only, 0 short only, 0 long/short - change of 14.86% MRQ |
| Alokasi Portofolio Rata-rata | 0.8497 % - change of 5.34% MRQ |
| Saham Institusional (Jangka Panjang) | 75,124,298 (ex 13D/G) - change of 21.50MM shares 40.09% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,590,762 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Putnam ETF Trust - Putnam Focused Large Cap Value ETF (US:PVAL) memiliki 170 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 75,124,298 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, Glenmede Investment Management, LP, Glenmede Trust Co Na, UBS Group AG, Commonwealth Equity Services, Llc, Northwestern Mutual Wealth Management Co, Cetera Investment Advisers, Cwm, Llc, and Cullen/frost Bankers, Inc. .
Struktur kepemilikan institusional Putnam ETF Trust - Putnam Focused Large Cap Value ETF (ARCA:PVAL) 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 41.78 / share. Previously, on September 6, 2024, the share price was 36.20 / share. This represents an increase of 15.41% 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 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 152,995 | 10.43 | 6,155 | 16.64 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 546 | 22 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 94,605 | 124.25 | 3,806 | 136.92 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 23,500 | 945 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 578,814 | 46.40 | 23 | 53.33 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 3,487 | 24.98 | 140 | 32.08 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 17,214 | 42.62 | 693 | 50.76 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 35,967 | 14.22 | 1,447 | 22.03 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 13,475 | 102.15 | 542 | 114.23 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,224,431 | -8.11 | 49,259 | -2.92 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 162,510 | 8.24 | 6,538 | 14.34 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 109,061 | 32.48 | 4,388 | 39.98 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 17,513 | -24.29 | 705 | -20.00 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 5,691 | 230 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1,675 | 67 | ||||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 104,984 | 16.66 | 4,224 | 23.26 | ||||
| 2025-07-16 | 13F | Kingsman Wealth Management, Inc. | 20,421 | -2.76 | 822 | 2.75 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 270,420 | 48.10 | 10,879 | 56.45 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 238,845 | 71.63 | 9,609 | 81.32 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 12,602 | 2.44 | 507 | 8.12 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,087 | -40.77 | 205 | -37.42 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 24,292 | -11.44 | 977 | -6.42 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6,635 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 158,511 | 6.57 | 6,377 | 15.15 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12,609 | 0.30 | 507 | 6.07 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9,703 | -22.17 | 390 | -18.07 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6,310 | 3.90 | 254 | 9.52 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 27,867 | 124.16 | 1,121 | 137.00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 7,720 | 19.32 | 311 | 26.02 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 626,946 | 22.57 | 25,222 | 29.49 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6,187 | -2.57 | 249 | 2.90 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 5,702 | 229 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 136,530 | 2.66 | 5,493 | 8.45 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 277 | 11 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,772 | -12.32 | 353 | -6.38 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 10,182,895 | 19.62 | 409,658 | 26.37 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 42,307 | 1,702 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 266,003 | -28.45 | 10,701 | -24.41 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 90,903 | 19.05 | 3,657 | 25.80 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 51,243 | 258.72 | 2,062 | 279.56 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Cox Capital Mgt LLC | 22,079 | -3.07 | 888 | 2.42 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 29,353 | 6.33 | 1,181 | 12.27 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,002 | 121 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 142,468 | 5,732 | ||||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 94,388 | 69.21 | 3,797 | 78.77 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 2,337 | 94 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 76,956 | 22.21 | 3,096 | 29.12 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 405,707 | 18,257.78 | 16,322 | 19,329.76 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 139,675 | 3.60 | 5,619 | 9.47 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 172 | 7 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 55,642 | 2,238 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 33,546 | -4.00 | 1,350 | 1.43 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 16,828 | 37.86 | 677 | 45.69 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 182,199 | 1.68 | 7,330 | 7.42 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 282,838 | 42.51 | 11,379 | 50.56 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 18,945 | -12.59 | 762 | -7.64 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 37,523 | 4.10 | 1,510 | 9.99 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 10,931 | 309.25 | 440 | 334.65 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 360,157 | 130.74 | 14,489 | 143.80 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 7,594 | 306 | ||||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 38,921 | -4.33 | 1,598 | 13.01 | ||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 519,537 | 5.77 | 21 | 11.11 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 47,239 | 90.48 | 1,900 | 101.27 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 31,448 | 399.17 | 1,265 | 429.29 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2,053,158 | 0.56 | 82,601 | 6.24 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 10,661 | 0.00 | 429 | 5.68 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 396,394 | 16 | ||||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 12,197 | 56.57 | 491 | 65.54 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 64,600 | 2,592 | ||||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 79,003 | 33.39 | 3,178 | 40.93 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 | 0 | ||||||
| 2025-03-24 | 13F | Fulcrum Equity Management | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 106,524 | -16.10 | 4,324 | -3.83 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 4,465,415 | 18.85 | 170,043 | 21.92 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 15,117 | -4.41 | 608 | 1.00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 56,262 | -0.09 | 2,263 | 5.55 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,565,904 | 106.82 | 143,456 | 118.49 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 341,241 | 4.83 | 13,728 | 10.75 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 333,961 | 17.52 | 13,435 | 24.16 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 68,380 | 216.75 | 2,751 | 234.55 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 187,934 | 6.72 | 7,561 | 12.73 | ||||
| 2025-05-13 | 13F | Bank Of Montreal /can/ | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 2,482,578 | 99,874 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 769,846 | 174.84 | 31 | 200.00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 465,400 | 18,723 | ||||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 793,759 | 5.95 | 31,933 | 11.94 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 12,103 | 487 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 4,997,322 | 201,042 | ||||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 29,865 | 1,201 | ||||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 8,250 | 10.57 | 332 | 16.55 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 6,606 | 266 | ||||||
| 2025-05-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 1,002 | 38 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,980 | 0.00 | 120 | 10.19 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 17,529 | 0.29 | 705 | 6.02 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 76,723 | 3,087 | ||||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 159,013 | 2.99 | 6,397 | 8.81 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 81,239 | 29.98 | 3,268 | 37.37 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,000,662 | -7.35 | 41,097 | -0.08 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 5,934 | 0.29 | 239 | 5.78 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 8,927 | 0.00 | 359 | 5.90 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 385,950 | 15,527 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,069,397 | 2.42 | 43,022 | 8.20 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 751,791 | 30,245 | ||||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 60,600 | -8.20 | 2,438 | -3.02 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 11,039 | 92.52 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 59,144 | 8,999.08 | 2,379 | 9,812.50 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 107,854 | 39.01 | 4,339 | 46.85 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 5,668 | -52.06 | 228 | -49.33 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 1,955,562 | 3.80 | 78,669 | 9.66 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 10,028 | 6.59 | 403 | 12.57 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 5,253 | 211 | ||||||
| 2025-08-14 | 13F | Empire Life Investments Inc. | 126,625 | -38.27 | 5,094 | -34.80 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 483,665 | 114.93 | 19,458 | 127.06 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 130 | 5 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 16,874 | 80.61 | 679 | 90.99 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 27,199 | 19.00 | 1,094 | 25.75 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 49,950 | -7.25 | 2,009 | -2.00 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 274,544 | 23.77 | 11,045 | 30.76 | ||||
| 2025-05-01 | 13F | Turtle Creek Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | ERn Financial, LLC | 130,888 | -26.05 | 5,266 | -21.87 | ||||
| 2025-08-01 | 13F | Motco | 75,232 | 3,051 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 476,794 | 8.16 | 19,181 | 14.27 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 94,186 | 43.01 | 3,789 | 51.08 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 289,306 | 11,639 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 3,552,531 | 27.14 | 142,918 | 34.32 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 71,770 | -2.06 | 2,887 | 3.48 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 10,615 | -5.79 | 427 | -0.47 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 93,453 | -80.11 | 3,760 | -78.99 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 96,956 | 3,900 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 26,200 | 26.57 | 1,054 | 33.76 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 64,930 | -40.71 | 2,612 | -37.36 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 167,451 | 37.70 | 6,737 | 45.49 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 537,908 | 114.31 | 22 | 133.33 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1,482,253 | 3.69 | 59,631 | 9.55 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 38,969 | 1,600 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 530,066 | 544.76 | 21,325 | 581.28 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 147,290 | 3.42 | 6,008 | 10.77 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 5,371,098 | 6.74 | 216,079 | 12.77 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 92,151 | 1.84 | 3,707 | 7.61 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 280,067 | 4.93 | 11,267 | 10.86 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 396,117 | 7.55 | 15,936 | 13.63 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 8,775 | -7.67 | 353 | -2.22 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 130,886 | 3.17 | 5,266 | 9.01 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,092 | 0.00 | 124 | 5.98 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 80,041 | 12.34 | 3,220 | 18.69 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 97,983 | 33.36 | 3,942 | 40.89 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 2,601,082 | 40.53 | 105 | 48.57 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 209,171 | 53.95 | 8,415 | 62.65 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3,023 | 122 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 14,333 | 0.00 | 577 | 5.69 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 19,144 | 770 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 259 | 10 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 4,356,644 | 16.15 | 175 | 23.24 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 277,002 | 47.65 | 11,144 | 55.98 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 45,458 | 36.11 | 1,829 | 43.82 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 5,675 | 228 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 280,726 | 11,294 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 8,563 | 0.00 | 344 | 18.21 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 12,573 | 67.89 | 506 | 77.19 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 315,303 | 1,525.44 | 13 | |||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 56,314 | 2,266 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 4,428,869 | 15.87 | 178,173 | 22.41 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 716,366 | 394.40 | 28,819 | 422.37 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 987,572 | 93.03 | 39,730 | 103.93 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 50,950 | -50.16 | 2,050 | -47.35 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 428,069 | 12.35 | 17 | 21.43 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 31,639 | 3.44 | 1,273 | 9.28 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 20,082 | 18.16 | 808 | 24.73 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 200 | 0.00 | 8 | 14.29 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 321,055 | 211.94 | 12,916 | 229.57 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 64 | -60.49 | 3 | -66.67 | ||||
| 2025-08-14 | 13F | Fmr Llc | 29 | 222.22 | 1 | |||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 184,622 | 19.24 | 7,427 | 25.99 |
