Statistik Asas
| Pemilik Institusi | 164 total, 164 long only, 0 short only, 0 long/short - change of -4.07% MRQ |
| Purata Peruntukan Portfolio | 0.1232 % - change of -8.20% MRQ |
| Saham Institusi (Panjang) | 32,658,930 (ex 13D/G) - change of -0.30MM shares -0.91% MRQ |
| Nilai Institusi (Panjang) | $ 433,203 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Nuveen S&P 500 Buy-Write Income Fund (US:BXMX) telah 164 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 32,658,930 saham. Pemegang saham terbesar termasuk Morgan Stanley, Wells Fargo & Company/mn, LPL Financial LLC, Invesco Ltd., UBS Group AG, PCEF - Invesco CEF Income Composite ETF, Raymond James Financial Inc, Advisors Asset Management, Inc., Allspring Global Investments Holdings, LLC, and Bank Of America Corp /de/ .
Nuveen S&P 500 Buy-Write Income Fund (NYSE:BXMX) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 14.27 / share. Previously, on September 6, 2024, the share price was 13.19 / share. This represents an increase of 8.19% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | World Equity Group, Inc. | 26,750 | 102.65 | 371 | 114.45 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 9,597 | 0.00 | 126 | -6.72 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 39,598 | -11.90 | 550 | -6.79 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 8,609 | 0.00 | 119 | 6.25 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2,511 | 35 | ||||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 156,696 | 2,175 | ||||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 432,690 | 4.27 | 6,006 | 10.30 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 10,943 | -10.69 | 152 | -5.62 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5,200 | -7.14 | 72 | -1.37 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 47,367 | 10.33 | 657 | 16.70 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 87,831 | 102.31 | 1,219 | 114.24 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 1,800 | 0.00 | 25 | 4.35 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 927,730 | 18.19 | 12,877 | 25.03 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1,957 | 0.00 | 28 | 3.85 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 17,968 | 0.00 | 249 | 5.96 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 269,380 | 27.32 | 4 | 50.00 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 18,291 | 1.72 | 254 | 7.66 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 7,594 | -21.89 | 0 | |||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 100 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 17,905 | 5.32 | 0 | |||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 380,684 | -45.66 | 5,284 | -42.52 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 26,437 | -20.26 | 373 | -16.03 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,748 | 0.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 28,864 | -0.71 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 52,681 | -3.03 | 731 | 2.67 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 87,808 | 67.66 | 1,219 | 78.59 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 875 | -50.00 | 12 | -45.45 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 167,022 | -4.50 | 2,318 | 1.05 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 465 | 0.00 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 50,446 | 1.03 | 700 | 6.87 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 169,380 | 2,351 | ||||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,629,051 | 0.85 | 22,611 | 6.69 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 104,200 | 99.24 | 1,446 | 110.79 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 479,512 | -3.25 | 6,656 | 2.37 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 17,537 | 0.00 | 243 | 5.65 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 74,671 | 11.09 | 1,036 | 17.59 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 10,000 | 0.00 | 139 | 5.34 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 15,769 | 219 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 1,507,507 | -0.41 | 20,924 | 5.36 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 15,950 | 0.00 | 221 | 5.74 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 81,552 | 3.15 | 1,132 | 9.06 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 21 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 978 | 0.00 | 14 | 8.33 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 567,331 | 1.63 | 8 | 0.00 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18,292 | 5.02 | 254 | 10.96 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,689,550 | 1.44 | 23,451 | 7.32 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 504 | 0.00 | 7 | 0.00 | ||||
| 2025-03-11 | 13F/A | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Matrix Trust Co | 57,855 | 0.67 | 1 | |||||
| 2025-07-09 | 13F | Triumph Capital Management | 17,432 | 0.00 | 242 | 5.70 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 690,062 | 0.00 | 9,054 | -6.22 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 122,039 | -4.13 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 5,680 | 2.64 | 79 | 8.33 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 327,849 | -6.20 | 5 | 0.00 | ||||
| 2025-08-07 | 13F | Commerce Bank | 15,819 | 0.00 | 220 | 5.80 | ||||
| 2025-05-06 | 13F | MCF Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 12,762 | 8.09 | 177 | 14.94 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,090 | 43 | ||||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Private Advisory Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 693 | 0.00 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 77,062 | -5.89 | 1,070 | -0.47 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 2,650 | 0.00 | 37 | 5.88 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 230 | -19.30 | 3 | 0.00 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 333,887 | 1.57 | 4,634 | 7.47 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 37 | 0.00 | 1 | |||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 34,991 | 0.00 | 486 | 5.66 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 16,381 | 12.93 | 227 | 19.47 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,061 | 15 | ||||||
| 2025-04-15 | 13F | Fiduciary Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,465,087 | -0.51 | 19,735 | -3.24 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 17,671 | -0.82 | 250 | 5.04 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 13,927 | 0.00 | 193 | 6.04 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 48,594 | 0.70 | 674 | 6.48 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,488,300 | -4.04 | 20,658 | 1.52 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 37,364 | 10.23 | 519 | 16.67 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 22,147 | 18.73 | 307 | 25.82 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 123,745 | 1.21 | 1,718 | 7.04 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 27,300 | 0.00 | 379 | 5.59 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 12,908 | -0.20 | 179 | 5.92 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 105,731 | 39.30 | 1,468 | 47.54 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 823,947 | 2.94 | 11,436 | 8.90 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 19,673 | -0.07 | 273 | 5.81 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,825 | 25 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 31,119 | -70.37 | 432 | -70.66 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,000 | -12.78 | 28 | -10.00 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 905,057 | 42.10 | 12,562 | 50.34 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1,850 | 0.00 | 26 | 4.17 | ||||
| 2025-08-14 | 13F | NCP Inc. | 127,332 | 0.82 | 1,767 | 6.64 | ||||
| 2025-07-29 | 13F | Sims Investment Management, Llc | 60,100 | 0.00 | 834 | 5.84 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 15,970 | -21.96 | 222 | -17.54 | ||||
| 2025-08-14 | 13F | Cnh Partners Llc | 361,193 | -23.44 | 4,992 | -18.61 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 29,808 | -4.34 | 414 | 1.23 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 77,595 | -62.94 | 1,106 | -60.77 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 254 | 0.00 | 3 | 0.00 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 11,660 | 0.00 | 162 | 5.92 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 187 | 0.00 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 2,200 | 31 | ||||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 137 | -37.44 | 2 | -50.00 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3,000 | 0.00 | 42 | 5.13 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 33 | 0.00 | 0 | |||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 255,095 | 2.35 | 3,541 | 8.26 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 978 | 0.00 | 14 | 8.33 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 23,069 | 2.70 | 320 | 8.84 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 20,877 | -6.92 | 290 | -1.70 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 7,655 | 0.00 | 106 | 6.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 35 | 0.00 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 314 | 0.00 | 4 | 0.00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 12,778 | -3.77 | 177 | 1.72 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5,000 | 0.00 | 69 | 6.15 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 41,249 | -0.07 | 573 | 5.73 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1,057 | -45.99 | 15 | -44.00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 26,414 | 116.45 | 373 | 133.13 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 100,783 | 1.49 | 1,399 | 7.37 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 15,035 | 0.00 | 209 | 8.33 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 33,682 | 0.00 | 468 | 5.90 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 31,103 | 1.49 | 432 | 7.21 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 313,236 | -21.45 | 4,334 | -17.17 | ||||
| 2025-08-20 | NP | ADANX - AQR Diversified Arbitrage Fund Class N | 119,046 | -13.55 | 1,652 | -8.53 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 73,052 | -44.65 | 1,014 | -41.48 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 153,547 | 8.89 | 2,131 | 15.19 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9,252 | -1.76 | 128 | 4.07 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 6,000 | 0.00 | 83 | 6.41 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 25,640 | 0.07 | 356 | 5.65 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 930 | 13 | ||||||
| 2025-08-22 | NP | Cornerstone Total Return Fund Inc | 87,486 | -63.05 | 1,214 | -60.91 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 14,207 | -37.20 | 197 | -33.45 | ||||
| 2025-04-23 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 47,387 | 3.15 | 658 | 9.14 | ||||
| 2025-05-15 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 951,409 | -0.65 | 13,206 | 5.11 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 36,858 | 244.79 | 512 | 278.52 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 37,334 | -13.43 | 518 | -8.32 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 12,318 | 0.00 | 171 | -1.16 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Commons Capital, Llc | 15,127 | 1.34 | 210 | 7.18 | ||||
| 2025-07-24 | 13F | Eastern Bank | 2,199 | 0.00 | 31 | 7.14 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 47,955 | 10.48 | 666 | 16.87 | ||||
| 2025-06-04 | 13F | Pvg Asset Management Corp | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2,468 | 0.00 | 34 | 6.25 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14,914 | -69.25 | 211 | -67.34 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 27,630 | 0.93 | 384 | 6.69 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 32,256 | 29.21 | 448 | 36.70 | ||||
| 2025-05-14 | 13F | ICONIQ Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 37,219 | -0.24 | 517 | 5.52 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 250 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 34,524 | 1.75 | 479 | 7.64 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 4,027 | 53 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 257,967 | -2.18 | 3,581 | 3.50 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 114,171 | 95.73 | 1,585 | 107.06 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 13,188 | -0.08 | 173 | -5.98 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 380,959 | 3.05 | 5,288 | 9.03 | ||||
| 2025-08-14 | 13F | Quantedge Capital Pte Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | TPG Advisors LLC | 138,713 | -0.49 | 1,925 | 5.31 | ||||
| 2025-08-05 | 13F | Palogic Value Management, L.P. | 21,371 | -2.29 | 297 | 3.50 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 96,095 | -0.12 | 1,334 | 5.63 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2,895 | 40 | ||||||
| 2025-08-08 | 13F | Creative Planning | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 683 | -35.63 | 9 | -30.77 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 15,760 | 0.00 | 219 | 5.83 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 76,317 | -4.91 | 1,059 | 0.67 | ||||
| 2025-08-14 | 13F | Comerica Bank | 92,866 | 3.05 | 1,289 | 8.97 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 20,656 | 55.19 | 287 | 64.37 | ||||
| 2025-06-12 | 13F/A | Deutsche Bank Ag\ | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 26,302 | 109.85 | 365 | 108.57 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2,528 | 4.08 | 35 | 12.90 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 723,627 | 8.17 | 10,044 | 14.44 | ||||
| 2025-05-02 | 13F | Legacy Capital Wealth Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 302,608 | 7.54 | 4,200 | 13.79 | ||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 5,000 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 11,835,003 | 2.03 | 164,270 | 7.94 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 25,251 | 5.92 | 353 | 15.41 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 30,143 | 21.39 | 418 | 28.62 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 58,215 | -0.73 | 808 | 5.07 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 68,604 | 0.24 | 952 | 6.13 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 10,091 | -17.10 | 140 | -11.95 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,600 | 380.00 | 50 | 444.44 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 200 | 0.00 | 3 | 0.00 | ||||
| 2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 293,198 | -36.79 | 4,070 | -33.13 |
