Mga Batayang Estadistika
| Pemilik Institusional | 168 total, 168 long only, 0 short only, 0 long/short - change of -11.05% MRQ |
| Alokasi Portofolio Rata-rata | 0.1253 % - change of -16.24% MRQ |
| Saham Institusional (Jangka Panjang) | 10,435,096 (ex 13D/G) - change of -0.80MM shares -7.13% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 297,531 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF (US:RSPH) memiliki 168 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 10,435,096 saham. Pemegang saham terbesar meliputi HighTower Advisors, LLC, Morgan Stanley, LPL Financial LLC, Walled Lake Planning & Wealth Management, Llc, Bank Of America Corp /de/, Royal Bank Of Canada, Raymond James Financial Inc, MAI Capital Management, Jpmorgan Chase & Co, and Federation des caisses Desjardins du Quebec .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Health Care ETF (ARCA:RSPH) 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 29.58 / share. Previously, on September 9, 2024, the share price was 31.79 / share. This represents a decline of 6.95% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,246,103 | -7.13 | 65,541 | -8.91 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 7,500 | 0.00 | 218 | -1.81 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 17,106 | -8.65 | 499 | -10.41 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 104 | -38.46 | 3 | -40.00 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Fca Corp /tx | 139,979 | 2.51 | 4,085 | 0.54 | ||||
| 2025-07-23 | 13F | Optas, LLC | 30,398 | -3.10 | 887 | -4.93 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 900 | 0.00 | 26 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 450,503 | -2.93 | 13,146 | -4.79 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2,100 | -39.85 | 61 | -40.78 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1,001 | 29 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 7,000 | 0.00 | 204 | -1.92 | ||||
| 2025-05-15 | 13F | Graham Capital Management, L.P. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3,660 | 0.00 | 107 | -1.85 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 163 | 0.62 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,037 | 0.19 | 30 | 0.00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 59,345 | -3.14 | 1,732 | -4.99 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 70,061 | -1.49 | 2,045 | -3.31 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 3,020 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6,400 | 15.94 | 187 | 13.41 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 329,368 | -1.99 | 9,611 | -3.87 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 26,357 | 0.73 | 769 | -0.52 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 8,550 | -29.80 | 249 | -31.22 | ||||
| 2025-05-09 | 13F | Comprehensive Financial Planning, Inc./PA | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 30,050 | 0.00 | 877 | -1.90 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 354 | 10 | ||||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 62,366 | -3.36 | 1,820 | -5.21 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 17,945 | -38.86 | 524 | -40.09 | ||||
| 2025-08-14 | 13F | Fmr Llc | 17,112 | -21.40 | 499 | -22.87 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1,936 | 56 | ||||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 407,726 | 5.29 | 11,897 | 3.27 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 5,210 | 0.00 | 152 | -1.30 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 266 | 322.22 | 8 | 600.00 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 14,567 | 0.01 | 425 | -1.85 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 7,529 | 0.03 | 220 | -1.79 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1,420 | 0.00 | 41 | -2.38 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3,250 | 0.00 | 95 | -2.08 | ||||
| 2025-08-05 | 13F | Wakefield Asset Management LLLP | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Cooper Financial Group | 11,492 | 0.00 | 335 | -1.76 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 29,780 | -3.56 | 869 | -5.45 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 66,595 | 9.83 | 1,943 | 7.76 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 401,689 | -11.13 | 11,721 | -12.84 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 5,295 | 0.00 | 155 | -1.91 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5,032 | -4.46 | 147 | -6.41 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 13,998 | -2.96 | 408 | -3.32 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 15,200 | -4.81 | 444 | -6.74 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 110,709 | 12.18 | 3,230 | 10.05 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 9,124 | -0.86 | 266 | -2.56 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 295,294 | 7.46 | 8,617 | 5.39 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 1,000 | 0.00 | 29 | 0.00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 25,025 | -2.82 | 730 | -4.70 | ||||
| 2025-05-15 | 13F | TFG Advisers LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 840 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 123,776 | 1.71 | 3,612 | 0.98 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 20,052 | 50.63 | 585 | 47.73 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 57,520 | -4.06 | 1,678 | -5.89 | ||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 8,241 | 0.00 | 240 | -2.04 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 32,002 | -4.41 | 934 | -6.33 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 53,129 | 88.17 | 1,550 | 84.74 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 713 | 0.00 | 21 | 5.26 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 500 | 0.00 | 0 | |||||
| 2025-04-23 | 13F | Sylvest Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 700 | 0.00 | 20 | 0.00 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 500 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1,250 | 0.00 | 36 | -2.70 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 41,637 | 6.89 | 1,215 | 4.84 | ||||
| 2025-05-08 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 327,886 | 98.99 | 9,568 | 95.17 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 17,954 | -2.02 | 524 | -4.04 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5,183 | -70.13 | 151 | -70.74 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 977 | 3.83 | 29 | 3.70 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 14,816 | 0.01 | 432 | -1.82 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 25,725 | -5.36 | 751 | -7.18 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 122,087 | 2.15 | 3,562 | 0.20 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 43,100 | 25.13 | 1,252 | 22.99 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13,786 | -9.36 | 402 | -11.06 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 23,743 | 0.06 | 693 | -1.84 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 12,508 | 8.93 | 365 | 6.74 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Blue Chip Partners, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | 13F/A | Lavaca Capital Llc | 1,100 | 0.00 | 32 | 0.00 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 9,100 | 266 | |||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 78,813 | -1.12 | 2,300 | 3.23 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 17,685 | 0.00 | 516 | -1.90 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 12,705 | 0.01 | 371 | -1.86 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 125 | 0.00 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 22,780 | 0.00 | 665 | -1.92 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 29,187 | -1.31 | 852 | -3.30 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5,285 | -30.71 | 154 | -31.86 | ||||
| 2025-05-13 | 13F | Shorepoint Capital Partners LLC | 10,200 | 0.00 | 303 | 1.68 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 19,251 | 562 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 34 | 0.00 | 1 | -100.00 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 75,175 | 0.14 | 2,194 | -1.79 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 44,831 | -19.46 | 1,310 | -20.89 | ||||
| 2025-07-15 | 13F | Yarbrough Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 28,414 | -61.82 | 829 | -62.56 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 150 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 2,422 | 0.00 | 71 | -2.78 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 15,198 | -42.56 | 443 | -43.71 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 323 | 9 | ||||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 68,031 | -7.40 | 1,985 | -9.15 | ||||
| 2025-05-19 | 13F/A | Trinity Financial Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 109,934 | 5.34 | 3,208 | 3.32 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 118,098 | 23.77 | 3,446 | 21.42 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 39,781 | 110.56 | 1,161 | 106.41 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 101 | 0.00 | 3 | 0.00 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,650 | -78.29 | 48 | -78.76 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 3,269 | 0.28 | 95 | -1.04 | ||||
| 2025-08-14 | 13F | UBS Group AG | 136,569 | 35.81 | 3,985 | 33.23 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 114,840 | -7.52 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 8,980 | 0.00 | 262 | -1.87 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10,568 | -2.13 | 308 | -4.05 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1,662 | -39.08 | 48 | -40.74 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 5,300 | 0.00 | 155 | -1.91 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 75,710 | -19.60 | 2,209 | -21.14 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 785,996 | 11.16 | 22,935 | 9.03 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1,049 | 486.03 | 31 | 500.00 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 21,825 | 0.00 | 637 | -2.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 217,128 | -16.15 | 6,336 | -17.76 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,540 | 0.00 | 45 | -2.22 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 701 | 0.29 | 20 | 0.00 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 8,337 | 0.19 | 243 | -1.62 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 39,855 | -37.86 | 1,163 | -39.10 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 4,930 | 0.00 | 144 | -2.05 | ||||
| 2025-04-17 | 13F | Pacific Sun Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,080 | 0.00 | 32 | -3.12 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 44,819 | -5.65 | 1 | 0.00 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 102,175 | -85.69 | 2,981 | -85.97 | ||||
| 2025-04-22 | 13F | Jfs Wealth Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 130 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10,446 | -22.66 | 305 | -24.19 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 720 | 0.00 | 21 | 0.00 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1,087 | 0.00 | 32 | -3.12 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 34,471 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 347,520 | -2.23 | 10,141 | -4.10 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 176,582 | 0.47 | 5,153 | -1.45 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 5,727 | 0.16 | 167 | -1.76 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 13,350 | -1.29 | 390 | -3.23 | ||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 24,001 | 0.16 | 700 | 3.55 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 8,000 | 0.00 | 233 | -2.10 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 15,640 | 0.00 | 456 | -1.94 | ||||
| 2025-07-18 | 13F | Eagle Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 32,029 | -12.24 | 935 | -13.92 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 53,713 | 308.71 | 1,567 | 301.79 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10,854 | 10.17 | 303 | 3.41 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 41,282 | 2.34 | 1,205 | 0.33 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 14,669 | -2.82 | 428 | -4.68 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 920 | 0.00 | 27 | -3.70 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 137,564 | 4.27 | 4,014 | 2.27 | ||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 37,628 | -0.99 | 1,098 | -2.92 | ||||
| 2025-08-12 | 13F | Bank OZK | 7,800 | 0.00 | 228 | -2.16 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 21,523 | 9.23 | 628 | 7.17 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 117,495 | -3.65 | 3,429 | -5.49 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 34,642 | -4.02 | 1,011 | -5.87 | ||||
| 2025-07-29 | 13F | Socha Financial Group, LLC | 8,020 | -53.45 | 234 | -54.30 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 16,522 | -1.54 | 482 | -3.41 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 4,555 | 0.20 | 133 | -2.22 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13,269 | -7.16 | 387 | -8.94 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 37,200 | 0.00 | 1,085 | -1.90 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 21,645 | 0.00 | 632 | -1.87 | ||||
| 2025-08-14 | 13F | Seven Mile Advisory | 7,000 | 0.00 | 204 | -1.92 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 10,119 | 1.18 | 295 | -0.67 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 550 | 0.00 | 16 | 0.00 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 534 | -79.35 | 0 | |||||
| 2025-08-06 | 13F | North Capital, Inc. | 1,080 | 0.00 | 32 | -3.12 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 93 | -65.43 | 3 | -71.43 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 129,776 | -1.50 | 3,787 | -3.39 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 7,249 | -0.43 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 69,916 | 584.04 | 2,040 | 571.05 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 40,020 | 0.00 | 1,168 | -1.93 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 124,805 | -12.04 | 3,642 | -13.74 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 29,000 | 0.00 | 846 | -1.86 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 355,421 | 2.52 | 10,371 | 0.56 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,210 | -12.30 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 190 | 0.00 | 6 | 0.00 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 117,495 | 3,429 | ||||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 12,477 | 0.02 | 364 | -1.89 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 6,898 | -6.76 | 201 | -8.64 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 14,115 | -5.24 | 412 | -7.22 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3,412 | 0.09 | 100 | -1.98 | ||||
| 2025-05-08 | 13F | Natixis Advisors, L.p. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 314 | -15.82 | ||||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 20,035 | -1.77 | 585 | -3.63 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 26,847 | 0.22 | 1 |
