Mga Batayang Estadistika
| Pemilik Institusional | 155 total, 155 long only, 0 short only, 0 long/short - change of -1.90% MRQ |
| Alokasi Portofolio Rata-rata | 0.0951 % - change of -10.45% MRQ |
| Saham Institusional (Jangka Panjang) | 2,393,893 (ex 13D/G) - change of -0.05MM shares -2.01% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 326,385 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF (US:VTWV) memiliki 155 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 2,393,893 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Pathstone Holdings, LLC, Morgan Stanley, LPL Financial LLC, Rockefeller Capital Management L.P., Bragg Financial Advisors, Inc, Ameriprise Financial Inc, Taddei, Ludwig & Associates, Inc., Congress Wealth Management LLC / DE /, and Financial Advisory Corp .
Struktur kepemilikan institusional Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF (NasdaqGM:VTWV) 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 155.10 / share. Previously, on September 9, 2024, the share price was 140.32 / share. This represents an increase of 10.54% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2,037 | 4.25 | 283 | 8.85 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 35,611 | 2.18 | 4,953 | 6.79 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 4,805 | 9.35 | 668 | -22.14 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 3,946 | 4.50 | 549 | 9.16 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 126 | 0.00 | 18 | 12.50 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2,093 | 10.16 | 291 | 15.48 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 1,670 | 0.00 | 232 | 4.50 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 150,323 | 13.75 | 20,909 | 18.88 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Carl Stuart Investment Advisor, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 39,461 | 44.76 | 5,489 | 51.27 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3,000 | -11.43 | 417 | -7.33 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 27,104 | 22.00 | 3,770 | 27.50 | ||||
| 2025-05-06 | 13F | MCF Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 887 | 0.00 | 123 | 4.24 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 138 | 0.00 | 18 | -5.26 | ||||
| 2025-04-21 | 13F | Johnson Investment Counsel Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 2,409 | 0.00 | 335 | 4.69 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 386,721 | -10.82 | 53,789 | -6.80 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 54,256 | 0.20 | 7,547 | 4.72 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 18,500 | -16.23 | 2,573 | -12.45 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 7,971 | 1,109 | ||||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,654 | 22.76 | 369 | 28.13 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 1,134 | 0.00 | 158 | 4.67 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 40 | 100.00 | 6 | 150.00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3,408 | -3.29 | 474 | 1.28 | ||||
| 2025-07-16 | 13F | Morangie Management LLC | 5,929 | 0.00 | 825 | 4.44 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,710 | 0.00 | 238 | 4.41 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 1,854 | -5.12 | 269 | 6.77 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 40 | 0.00 | 6 | 0.00 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 115 | 0.00 | 16 | 0.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6,551 | 2.78 | 911 | 7.31 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 2,298 | 20.63 | 323 | 27.27 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 49 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 96,520 | 4.86 | 13,425 | 9.58 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,750 | 10.90 | 243 | 15.71 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 8,023 | -18.27 | 1,116 | -14.62 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 20,180 | -0.81 | 2,807 | 3.66 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 15 | 0.00 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3,227 | 0.00 | 449 | 4.43 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 4,297 | -31.35 | 621 | -14.60 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 2,616 | 0.38 | 364 | 4.91 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 950 | 0.00 | 132 | 4.76 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 23,170 | -6.08 | 3,223 | -1.86 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,398 | -8.09 | 334 | -4.03 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 254 | 35 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 51,294 | -12.91 | 7,134 | -9.01 | ||||
| 2025-08-08 | 13F | Red Cedar Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 3,098 | -10.15 | 431 | -6.11 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 4,655 | 2.20 | 647 | 6.77 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 765 | 0.00 | 106 | 9.28 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 20,695 | 29.97 | 2,878 | 35.82 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 1,933 | -4.31 | 269 | 0.00 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 15,116 | 6.80 | 2,103 | 11.63 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 5,189 | 232.63 | 722 | 248.31 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 79,621 | -6.64 | 11,070 | -2.36 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 3,011 | -0.59 | 419 | 3.72 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 4,377 | -81.81 | 609 | -81.01 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 3,156 | 0.00 | 439 | 4.29 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 4,707 | -1.09 | 655 | 3.32 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 4,435 | -0.05 | 617 | 4.41 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 14,859 | 3.40 | 2,067 | 8.05 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1,038 | 0.00 | 144 | 4.35 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,236 | 0.41 | 172 | 4.91 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 100 | 0.00 | 14 | 0.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 36,596 | 1.21 | 5,090 | 5.78 | ||||
| 2025-04-23 | 13F | Nvest Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 454 | 0.00 | 63 | 5.00 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 2,510 | -16.42 | 349 | -12.53 | ||||
| 2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 12,555 | 2.82 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4,159 | -2.05 | 578 | 2.30 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 8,104 | 1.05 | 1,127 | 5.62 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1,867 | 0.32 | 260 | 4.86 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 27,497 | 55.70 | 3,825 | 62.72 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 5,088 | 41.53 | 708 | 47.91 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 191 | 0.00 | 27 | 4.00 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 4,976 | -36.51 | 692 | -33.65 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 89 | 0.00 | 12 | 9.09 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1,136 | 0.44 | 158 | 4.67 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 14,819 | -12.96 | 2,061 | -9.01 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 16,717 | 0.42 | 2,325 | 4.97 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 2,100 | 0.00 | 292 | 4.66 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 2,754 | 1.59 | 383 | 6.39 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 437 | 1,050.00 | 61 | 1,100.00 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 2,556 | 0.00 | 0 | |||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 367 | 0.82 | 51 | -1.92 | ||||
| 2025-08-08 | 13F | First Western Trust Bank | 1,738 | 0.00 | 242 | 4.33 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 50 | 0.00 | 7 | 16.67 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 43,992 | 0.00 | 6,119 | 4.51 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 8,231 | 2.90 | 1,145 | 7.52 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 52,804 | -1.82 | 7,345 | 2.61 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 40,889 | 100.38 | 5,687 | 109.47 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 9,169 | -20.01 | 1,275 | -16.39 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14,439 | 2,008 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 145 | 20 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 99 | 14 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 1,959 | 10.37 | 272 | 15.25 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1,494 | -0.53 | 208 | 4.02 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 488 | -71.18 | 68 | -70.22 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 111 | 0.00 | 15 | 7.14 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,511 | 73.28 | 210 | 81.03 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 2,966 | -21.82 | 413 | -18.25 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 5,918 | 0.08 | 823 | 4.71 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 38,953 | 5.87 | 5,418 | 10.64 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4,994 | 46.58 | 695 | 53.20 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 758 | 0.40 | 105 | 5.00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3,779 | 0.19 | 526 | 4.58 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 48,924 | -3.09 | 6,805 | 1.28 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 17,312 | -7.23 | 2,408 | -3.06 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 80 | 0.00 | 11 | 10.00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 53 | 7 | ||||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 805 | 0.00 | 112 | 3.74 | ||||
| 2025-05-12 | 13F | Evernest Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8,517 | 4.13 | 1,185 | 8.82 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 17,355 | -8.92 | 2,414 | -4.85 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 15,772 | 2,194 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 790 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 117,989 | 5.75 | 16,411 | 10.52 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8,963 | 2.01 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 10,215 | 1,421 | ||||||
| 2025-05-12 | 13F | Potentia Wealth | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 201 | 0.00 | 114 | 10.68 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 10,194 | -21.74 | 1,418 | -18.23 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 85 | -56.63 | 12 | -57.69 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 6,034 | 839 | ||||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 4,621 | 0.00 | 643 | 4.39 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 6,255 | -5.87 | 870 | -1.70 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3,806 | 1.39 | 529 | 6.01 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 605 | -2.42 | 84 | 1.22 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4,656 | -7.66 | 678 | 0.89 | ||||
| 2025-08-07 | 13F | Commerce Bank | 15,705 | 0.32 | 2,184 | 4.85 | ||||
| 2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 7,661 | 0.00 | 1,066 | 4.51 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4,318 | -64.63 | 601 | -63.05 | ||||
| 2025-07-24 | 13F | Eastern Bank | 96 | 0.00 | 13 | 8.33 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 35 | 0.00 | 0 | |||||
| 2025-07-16 | 13F | Plancorp, LLC | 4,318 | 0.05 | 601 | 4.53 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 3,816 | -1.55 | 1 | |||||
| 2025-04-23 | 13F | Perigon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2,680 | -4.18 | 373 | 0.00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 12,851 | 0.01 | 1,787 | 4.50 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 25,182 | 0.60 | 3,503 | 5.13 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 11,293 | 9.91 | 1,571 | 14.85 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 88,750 | 4.71 | 12,344 | 9.43 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4,710 | -17.50 | 655 | -13.70 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 2,518 | -0.75 | 350 | 3.86 | ||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 11,143 | 3.05 | 1,550 | 7.64 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 6,079 | 0.00 | 846 | 4.45 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 3,627 | 0.00 | 483 | -8.02 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3,479 | -81.43 | 484 | -80.63 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 22,664 | -15.25 | 3,152 | -11.44 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 12,065 | 13.63 | 1,678 | 18.75 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 7,943 | 0.00 | 1,105 | 4.45 | ||||
| 2025-08-14 | 13F | UBS Group AG | 30,514 | 4.37 | 4,244 | 9.07 | ||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 57,184 | 0.14 | 7,954 | 4.64 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 186,497 | 7.94 | 25,940 | 12.80 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3,275 | -1.92 | 0 | |||||
| 2025-08-14 | 13F | Note Advisors, LLC | 2,505 | -38.42 | 348 | -35.67 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 42 | 0.00 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 18,513 | 0.39 | 2,575 | 6.23 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 2,740 | 0.00 | 381 | 4.11 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12,849 | -0.09 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 2,528 | 352 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2,847 | 0.89 | 0 | |||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 11,250 | 0.00 | 1,565 | 4.48 |
