Mga Batayang Estadistika
| Pemilik Institusional | 171 total, 171 long only, 0 short only, 0 long/short - change of 4.91% MRQ |
| Alokasi Portofolio Rata-rata | 0.1433 % - change of -6.82% MRQ |
| Saham Institusional (Jangka Panjang) | 12,100,490 (ex 13D/G) - change of 0.57MM shares 4.96% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 702,498 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF (US:PWV) memiliki 171 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 12,100,490 saham. Pemegang saham terbesar meliputi Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Pnc Financial Services Group, Inc., UBS Group AG, Commonwealth Equity Services, Llc, Atlas Private Wealth Advisors, IAG Wealth Partners, LLC, Raymond James Financial Inc, and Envestnet Asset Management Inc .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF (ARCA:PWV) 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 64.10 / share. Previously, on September 9, 2024, the share price was 57.21 / share. This represents an increase of 12.04% 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 | Cetera Investment Advisers | 75,311 | 103.85 | 4,680 | 112.88 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 670 | 0.00 | 42 | 5.13 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 3,630 | 0.72 | 226 | 5.14 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 15,465 | 0.00 | 961 | 4.35 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2,000 | 0.00 | 124 | 4.20 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 2,694 | 167 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 10,000 | -50.00 | 621 | -47.82 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 24,258 | 241.18 | 1,526 | 260.76 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 774,088 | 20.94 | 48,102 | 26.29 | ||||
| 2025-08-14 | 13F | Comerica Bank | 15,471 | -7.17 | 961 | -3.03 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 299 | 0.00 | 19 | 5.88 | ||||
| 2025-08-05 | 13F | AGH Wealth Advisors, LLC | 46,317 | 0.83 | 2,879 | 5.27 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 5,953 | -10.79 | 370 | -7.05 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 6,223 | 0.00 | 386 | 14.20 | ||||
| 2025-08-14 | 13F | Beacon Investment Advisors Llc | 4,095 | -0.68 | 253 | 2.86 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 20,777 | -2.29 | 1,291 | 2.06 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 16,368 | -0.30 | 1,017 | 4.09 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 292 | 0.00 | 18 | 5.88 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 9,003 | 0.72 | 559 | 5.27 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 4,290 | 0.00 | 267 | 4.31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,552 | 0.00 | 96 | 9.09 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 16,215 | -0.47 | 1,008 | 3.92 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3,155 | 0.00 | 196 | 4.81 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 14,265 | 0.00 | 886 | 4.48 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,536 | 0.00 | 95 | 4.40 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1,710 | 0.00 | 106 | 4.95 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 3,675 | 0.55 | 228 | 5.07 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 8,329 | 0.23 | 518 | 4.66 | ||||
| 2025-08-08 | 13F | Creative Planning | 9,765 | 0.05 | 607 | 4.48 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 6,932 | 0.06 | 431 | 4.37 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 16,251 | -0.71 | 1,010 | 3.59 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 350 | 0.00 | 22 | 5.00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 85,573 | 10.50 | 5,317 | 15.39 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 18,662 | 2.44 | 1,160 | 6.92 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 40 | 0.00 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 14,937 | 0.00 | 928 | 4.50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 153,455 | 9.09 | 9,536 | 13.92 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 51,511 | -1.53 | 3,201 | 7.96 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1,023 | 64 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 11,887 | -12.32 | 739 | -8.44 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,371,551 | 12.39 | 85,228 | 17.36 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 5,371 | 18.49 | 334 | 23.79 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 77,601 | 33.39 | 5 | 33.33 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 5,388 | 0.00 | 335 | 4.38 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 1,175 | 0.00 | 73 | 5.80 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 18,658 | -2.09 | 1,159 | 2.20 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 200 | 0.00 | 12 | 9.09 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,325 | -1.85 | 82 | 2.50 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 8,133 | 0.17 | 505 | 4.55 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5,340 | -5.99 | 332 | -2.07 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 310,057 | 6.90 | 19,267 | 11.63 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4,407 | 0.23 | 274 | 4.60 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 3,871 | 0.00 | 241 | 4.35 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,396 | 0.67 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 479,940 | 6.93 | 30 | 11.54 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,735,207 | 0.05 | 232,106 | 4.47 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 14,963 | -40.37 | 930 | -35.62 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 23,909 | 6.09 | 1,486 | 10.74 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 17,782 | 0.00 | 1,105 | 4.35 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4,129 | 8.49 | 257 | 13.78 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 141,194 | -4.49 | 8,774 | -0.27 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 14,314 | -2.05 | 889 | 2.30 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4,207 | -13.08 | 261 | -9.37 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 170,370 | -4.88 | 11 | 0.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 35,150 | 0.00 | 2,184 | 4.45 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 126,878 | 8.11 | 7,886 | 12.88 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 737 | -31.76 | 46 | -29.69 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 3,300 | 205 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 413 | 0.00 | 26 | 4.17 | ||||
| 2025-05-13 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 174,323 | 11.81 | 10,832 | 16.75 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 517 | 0.00 | 32 | 6.67 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 6,500 | 0.00 | 404 | 4.40 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 39,322 | -0.25 | 2,443 | 4.13 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 4,460 | 0.00 | 277 | 4.53 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 3,630 | 0.39 | 226 | 4.65 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7,576 | -0.24 | 471 | 4.21 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 247 | -55.33 | 15 | -53.12 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 4,619 | 287 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 56,163 | -3.37 | 3,490 | 0.90 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,192 | 0.00 | 74 | 5.71 | ||||
| 2025-05-15 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 650 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,263 | 262.15 | 203 | 281.13 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 4,569 | 0.00 | 284 | 4.43 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 69,013 | 0.00 | 4,288 | 4.43 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 516 | 0.00 | 32 | 3.33 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 2,785 | 0.00 | 173 | 4.85 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 26,498 | 0.00 | 1,647 | 4.44 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 6,547 | 0.00 | 407 | 4.37 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 9,808 | 0.00 | 609 | 4.46 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 518 | 0.00 | 32 | 6.67 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 695 | 0.00 | 43 | 4.88 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 24,300 | 0.00 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 11,315 | 0.00 | 703 | 4.46 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 107,396 | -0.92 | 6,674 | 3.46 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 51,664 | 0.71 | 3,210 | 5.18 | ||||
| 2025-04-21 | 13F | O'Dell Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 5,206 | 0.00 | 324 | 4.53 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 8,832 | 0.00 | 549 | 7.87 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 4,168 | -4.49 | 259 | 0.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 44,544 | 49.75 | 2,768 | 56.33 | ||||
| 2025-08-07 | 13F | Commerce Bank | 4,119 | 0.00 | 256 | 4.08 | ||||
| 2025-08-14 | 13F | UBS Group AG | 497,818 | -0.22 | 30,934 | 4.19 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 10,393 | -0.08 | 646 | 4.37 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 10,117 | 0.00 | 629 | 4.32 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 430 | 0.70 | 27 | 4.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 194,151 | 4.24 | 12,065 | 8.85 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,295 | 0.00 | 80 | 3.90 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 110,267 | 0.02 | 6,852 | 4.45 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 9,665 | -1.22 | 601 | 3.09 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 4,192 | 260 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 16,812 | -10.98 | 1,045 | -7.03 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 19,024 | 2.70 | 1,182 | 7.26 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 320 | 0.00 | 20 | 0.00 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 122,026 | 7,583 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 538,770 | -0.09 | 33,479 | 4.33 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 144,025 | -1.72 | 8,950 | 2.61 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 6,049 | 0.00 | 376 | 4.46 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 15,273 | 29.70 | 949 | 35.57 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 10,808 | 0.49 | 672 | 4.84 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 229 | 0.00 | 14 | 7.69 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8,047 | 0.00 | 500 | 4.60 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 105,442 | -4.16 | 6,552 | 0.08 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1,908 | 3.25 | 114 | 7.62 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 449,363 | -1.58 | 27,925 | 2.76 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 36,789 | -0.37 | 2,286 | 4.05 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 120 | 0.00 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 3,660 | -84.52 | 227 | -82.55 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 5,406 | 0.37 | 336 | 4.69 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 44 | 0.00 | 3 | 0.00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 684 | 0.59 | 43 | 5.00 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 13,447 | 0.00 | 836 | 4.38 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 12,148 | 0.00 | 755 | 4.43 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 18,576 | 0.15 | 1,154 | 4.62 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3,930 | -3.53 | 244 | 0.83 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,338 | 0.00 | 83 | 5.06 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 758 | -2.94 | 47 | 2.17 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 104,422 | -0.59 | 6,489 | 3.81 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 350 | -8.85 | 21 | -4.76 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 4,192 | 260 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 450 | 28 | ||||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 3,405 | 212 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3,840 | 239 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3,787 | 235 | ||||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 26,034 | 24.11 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 335 | 0.00 | 21 | 5.26 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,859 | 57.61 | 178 | 65.42 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,848 | 115 | ||||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 22,482 | -6.22 | 1,397 | -2.03 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 6,678 | -12.92 | 415 | -8.99 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 151,182 | 1.10 | 9,394 | 5.56 | ||||
| 2025-05-14 | 13F | Mission Creek Capital Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2,577 | 160 | ||||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 7,119 | 0.00 | 442 | 4.49 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 6,350 | 0.00 | 395 | 4.51 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 100 | 0.00 | 6 | 20.00 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 131,708 | 1.98 | 8,184 | 6.49 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3,676 | 82.61 | 227 | 91.53 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 37,513 | 2,331 | ||||||
| 2025-07-31 | 13F | Mason & Associates Inc | 3,460 | 0.00 | 215 | 4.88 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 58 | 0.00 | 3 | 0.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 10,291 | 8.57 | 1 | |||||
| 2025-08-14 | 13F | Betterment LLC | 3,369 | -9.92 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3,123 | 0.00 | 194 | 4.86 | ||||
| 2025-05-01 | 13F | Stephens Inc /ar/ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 695 | -8.43 | 38 | -11.63 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 263,460 | 0.45 | 16,371 | 4.90 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 7,985 | -1.78 | 496 | 2.69 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 33,377 | 0.38 | 2,074 | 4.85 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 12,480 | -26.29 | 776 | -23.04 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 100,174 | -10.96 | 6,225 | -7.02 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 4,756 | 2.74 | 296 | 7.27 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 23,827 | 0.70 | 1,481 | 5.11 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 4,938 | 0.00 | 307 | 4.44 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3,318 | 206 |
Other Listings
| MX:PWV |
