Mga Batayang Estadistika
| Pemilik Institusional | 151 total, 151 long only, 0 short only, 0 long/short - change of -1.30% MRQ |
| Alokasi Portofolio Rata-rata | 0.1298 % - change of -13.65% MRQ |
| Saham Institusional (Jangka Panjang) | 21,076,972 (ex 13D/G) - change of -0.04MM shares -0.20% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,516,213 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
FlexShares Trust - FlexShares Quality Dividend Index Fund (US:QDF) memiliki 151 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 21,076,972 saham. Pemegang saham terbesar meliputi Northern Trust Corp, Tiaa Trust, National Association, Keybank National Association/oh, VeraBank, N.A., LPL Financial LLC, Envestnet Asset Management Inc, Bank of New York Mellon Corp, Bank Of America Corp /de/, Morgan Stanley, and UBS Group AG .
Struktur kepemilikan institusional FlexShares Trust - FlexShares Quality Dividend Index Fund (ARCA:QDF) 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 77.72 / share. Previously, on September 9, 2024, the share price was 68.44 / share. This represents an increase of 13.56% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | West Oak Capital, LLC | 1,300 | 0.00 | 1 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 86 | 0.00 | 6 | 20.00 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 12,074 | -27.64 | 884 | -22.48 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 32,228 | -11.64 | 2,358 | -5.42 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 166,329 | 2.78 | 12,172 | 10.03 | ||||
| 2025-08-08 | 13F | Creative Planning | 13,123 | -0.08 | 960 | 7.02 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 118,533 | -4.07 | 8,674 | 2.70 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 3,305 | 0.00 | 242 | 7.11 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 3,200 | 0.00 | 234 | 7.34 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 391 | 0.00 | 29 | 21.74 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5,564 | 55.59 | 405 | 67.36 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1,250 | 91 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3,237 | 0.00 | 237 | 6.79 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 10,946 | -1.68 | 801 | 5.26 | ||||
| 2025-08-07 | 13F | Commerce Bank | 17,557 | 0.00 | 1,285 | 7.00 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 2,201 | 0.00 | 161 | 7.33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 280,057 | 3.81 | 20,495 | 11.13 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 30,860 | 0.00 | 2,258 | 7.06 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 500 | 0.00 | 37 | 5.88 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 14,560 | -4.15 | 1,066 | 2.60 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 5,539 | 0.00 | 405 | 7.14 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 2,795 | 205 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 147,905 | -0.03 | 10,824 | 7.02 | ||||
| 2025-08-12 | 13F | Bokf, Na | 3,000 | 0.00 | 220 | 6.83 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 29,664 | 0.00 | 2,171 | 7.05 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 30,128 | 0.00 | 2,205 | 7.04 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 36,208 | 6.04 | 2,649 | 13.50 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 173,730 | -0.69 | 12,714 | 6.31 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 38,223 | -0.25 | 2,797 | 10.99 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 11,408 | -7.71 | 835 | -1.30 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 3,225 | 0.00 | 236 | 7.27 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,787 | -19.08 | 204 | -13.62 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 1,803 | -7.44 | 137 | 4.58 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 15,028 | 0.00 | 1,100 | 7.01 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 16,256 | 0.00 | 1,190 | 7.02 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 123,936 | -8.24 | 9,236 | 0.02 | ||||
| 2025-08-05 | 13F | McGinn Investment Management, Inc. | 9,207 | -7.25 | 1 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 10,270 | -2.52 | 752 | 4.31 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 9,040 | -0.66 | 662 | 6.27 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 124,667 | -13.41 | 8,522 | -16.10 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 7,978 | 4.26 | 584 | 11.47 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 921 | 0.00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 822 | 0.00 | 60 | 7.14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 61,155 | -10.10 | 4,181 | -12.90 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 3,163 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 124 | 0.00 | 9 | 12.50 | ||||
| 2025-08-14 | 13F | Fmr Llc | 7,223 | -29.35 | 529 | -24.36 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 123,747 | 8.05 | 9 | 28.57 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Greenleaf Trust | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | M. Kraus & Co | 8,000 | 0.00 | 585 | 7.14 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 5,607 | -1.94 | 410 | 5.13 | ||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 3,637 | 0.00 | 266 | 7.26 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 700 | 51 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 11,598,175 | -1.87 | 848,754 | 5.05 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 50,521 | -19.32 | 4 | -25.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6,057 | 0.00 | 443 | 7.00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 270,577 | 7.91 | 19,801 | 15.51 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 5,500 | 0.00 | 402 | 7.20 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 21,387 | 0.00 | 1,565 | 7.05 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 7,453 | -1.69 | 545 | 5.21 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,598 | 0.00 | 117 | 6.42 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 3,400 | -5.56 | 249 | 0.81 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9,048 | -5.83 | 662 | 0.91 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 100 | 0.00 | 7 | 16.67 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1,257 | 0.00 | 92 | 7.06 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 90,856 | -4.57 | 6,649 | 2.15 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 4,090 | 0.00 | 299 | 7.17 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 655 | -89.88 | 48 | -89.37 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 8,859 | 648 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 50 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 43 | 3 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 124,121 | -0.07 | 9,083 | 6.97 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Cerity Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 506 | 37 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 8,144 | -17.31 | 596 | -11.59 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 78,434 | -0.33 | 5,740 | 6.69 | ||||
| 2025-04-10 | 13F | Charles Schwab Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6,433 | 0.67 | 471 | 7.80 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 658 | -0.15 | 48 | 6.67 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 24,823 | 0.36 | 1,817 | 7.46 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 8,160 | 0.00 | 597 | 7.18 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 34,156 | 2,500 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8,096 | -20.69 | 592 | -15.06 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 11,350 | -5.31 | 1 | |||||
| 2025-08-14 | 13F | UBS Group AG | 221,495 | -1.35 | 16,209 | 5.61 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 4,405 | -11.06 | 322 | -4.73 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 311 | 0.00 | 23 | 4.76 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 110 | 0.00 | 8 | 14.29 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 30,132 | 2.89 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 9,967 | 0.00 | 729 | 7.05 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 3,613 | -1.90 | 264 | 5.18 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 790 | -39.46 | 58 | -35.96 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 481 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Aries Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 37,340 | -3.59 | 3 | 0.00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 230 | 0.00 | 17 | 6.67 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 26,882 | -16.67 | 1,967 | -10.79 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 22,215 | 0.00 | 1,519 | -3.13 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4,048,052 | 4.94 | 295,347 | 12.01 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 9,502 | 0.49 | 695 | 7.59 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 225 | 0.00 | 16 | 6.67 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 14,708 | -14.46 | 1,076 | -8.43 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 3,116 | 0.00 | 228 | 7.04 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 21,846 | -7.74 | 1,599 | -1.24 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 51,658 | 241.00 | 3,781 | 265.22 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | PFS Partners, LLC | 586 | 0.00 | 43 | 5.00 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 2,875 | 210 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 2,712 | 203 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 5,000 | 0.00 | 366 | 7.04 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 3,784 | -14.68 | 277 | -8.91 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,793 | 0.00 | 204 | 7.37 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 14,599 | 0.00 | 1,068 | 7.12 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 122 | 0.00 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 260,853 | -14.11 | 19,089 | -8.06 | ||||
| 2025-04-29 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 5,232 | 8.86 | 383 | 16.46 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 2,200 | 0.00 | 161 | 6.67 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 12,094 | 0.00 | 1 | |||||
| 2025-07-16 | 13F | MKT Advisors LLC | 3,000 | 220 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 7,546 | 0.00 | 552 | 7.18 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1,238 | 0 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 162 | 800.00 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 2,863 | -26.08 | 217 | -15.29 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2,197 | 0.00 | 161 | 6.67 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 46,083 | -1.35 | 3 | 0.00 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 65,723 | 0.74 | 4,810 | 7.85 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 981 | 0.00 | 72 | 5.97 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 247,950 | 3.30 | 18,145 | 10.59 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 364,554 | -0.20 | 26,678 | 6.84 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 3,885 | 0.00 | 284 | 7.17 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,893 | -45.93 | 139 | -42.26 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 2,872 | -66.38 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 9,532 | 0.00 | 698 | 7.07 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 3,452 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 162 | 0.00 | 11 | 0.00 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 559,223 | 0.83 | 40,924 | 7.93 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 57,651 | -40.30 | 4,219 | -36.09 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 115,841 | -7.08 | 8,477 | -0.53 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 783 | -95.74 | 57 | -95.47 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 904 | -10.94 | 66 | -4.35 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 452,906 | 4.49 | 33,144 | 11.86 | ||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 3,290 | 0.00 | 241 | 7.14 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5,500 | 0.00 | 402 | 7.20 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2,720 | 198 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3,243 | 0.12 | 237 | 7.24 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 90,243 | -8.24 | 6,604 | -1.77 | ||||
| 2025-04-14 | 13F | Farther Finance Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Cresset Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 7,432 | -1.14 | 544 | 5.85 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 3,120 | 0.00 | 228 | 7.04 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 110 | 12.24 | 8 | 33.33 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5,067 | 0.00 | 371 | 6.94 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 42,442 | -3.59 | 3,106 | 3.19 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 2,994 | 3.96 | 219 | 11.73 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 22 | 2 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4,097 | 2.12 | 300 | 9.12 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 2,977 | -36.35 | 218 | -31.97 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 306 | 0.00 | 22 | 10.00 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 12,538 | 13.76 | 917 | 21.78 |
