Statistik Asas
| Pemilik Institusi | 176 total, 176 long only, 0 short only, 0 long/short - change of -1.12% MRQ |
| Purata Peruntukan Portfolio | 0.1482 % - change of -6.21% MRQ |
| Saham Institusi (Panjang) | 46,435,842 (ex 13D/G) - change of 18.27MM shares 64.85% MRQ |
| Nilai Institusi (Panjang) | $ 390,779 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Guggenheim Strategic Opportunities Fund (US:GOF) telah 176 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 46,435,842 saham. Pemegang saham terbesar termasuk Kingstone Capital Partners Texas, LLC, Morgan Stanley, LPL Financial LLC, Verus Capital Partners, Llc, UBS Group AG, Raymond James Financial Inc, Mml Investors Services, Llc, Advisor Group Holdings, Inc., Change Path, LLC, and Envestnet Asset Management Inc .
Guggenheim Strategic Opportunities Fund (NYSE:GOF) 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 4, 2025 is 15.08 / share. Previously, on September 5, 2024, the share price was 15.44 / share. This represents a decline of 2.33% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 77,521 | 2.65 | 1,154 | -1.79 | ||||
| 2025-04-23 | 13F | Walkner Condon Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Bank & Trust Co | 32 | 0.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 22,523 | 11.93 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 730,756 | 70.77 | 10,881 | 63.31 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 21,028 | -3.66 | 313 | -7.67 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 112,171 | -1.83 | 1,670 | -6.07 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 1,500 | 0.00 | 22 | -4.35 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 73,707 | 2.48 | 1,097 | -1.97 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 207,675 | 11.52 | 3,092 | 6.66 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 1,877,230 | 19.36 | 27,952 | 14.15 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 21,441 | 3.96 | 319 | -0.62 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,539 | 0.00 | 216 | -4.42 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 316,322 | 42.60 | 4,710 | 36.40 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 695 | 2.66 | 10 | 0.00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 199,877 | 11.09 | 2,976 | 6.25 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 78,710 | 2.39 | 1,172 | -2.09 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 80,886 | -11.38 | 1,211 | -7.42 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 19,747 | 22.24 | 294 | 17.13 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 713 | 0.00 | 11 | -9.09 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 12,301 | 183 | ||||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 2,258 | 0.00 | 34 | -5.71 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 27,975 | 113.53 | 417 | 104.93 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 3,122 | 3.51 | 0 | |||||
| 2025-05-14 | 13F | Semmax Financial Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11,015 | -2.55 | 164 | -6.29 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 10,588 | 3.76 | 158 | -0.63 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,293 | 0.97 | 34 | -2.86 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 128,699 | 198.03 | 1,916 | 185.12 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 19,395 | 302 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 11,900 | 0.08 | 0 | |||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 21,660 | 28.94 | 323 | 34.17 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 19,489 | 21.97 | 290 | 16.94 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 102,502 | 3.72 | 1,526 | -0.78 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,522,861 | 3.41 | 22,675 | -1.10 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 48,243 | 11.86 | 718 | 7.00 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2,110 | 0.00 | 33 | 0.00 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | TrueMark Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 6 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 201,781 | 540.45 | 3,005 | 513.06 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 14,510 | 240.21 | 216 | 232.31 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 19,855 | 0.00 | 296 | -4.53 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 30,538 | 22.94 | 455 | 17.62 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 78,518 | -0.03 | 1,169 | -4.34 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 24,079 | 3.61 | 359 | -0.83 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1,983 | 0.00 | 30 | -3.33 | ||||
| 2025-07-08 | 13F | Parisi Gray Wealth Management | 50,975 | 0.00 | 759 | -4.29 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 236,170 | -63.37 | 4 | -70.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,051,627 | 5.57 | 30,549 | 0.96 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 21,700 | 14.20 | 323 | 9.49 | ||||
| 2025-07-14 | 13F | Gridiron Partners, LLC | 10,000 | 0.00 | 149 | -4.52 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 68,229 | -5.26 | 1,016 | -9.46 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 659 | 0.00 | 10 | -10.00 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 43,312 | -3.48 | 645 | -7.74 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12,904 | 19.93 | 192 | 14.97 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 79 | 1 | ||||||
| 2025-05-09 | 13F | Gill Capital Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 55,205 | 22.41 | 822 | 16.95 | ||||
| 2025-03-11 | 13F/A | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 679,066 | 11.96 | 10,111 | 7.07 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 83,750 | 92.31 | 1,247 | 83.92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 59,038 | 100.72 | 879 | 92.34 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 13,835 | -88.26 | 206 | -88.77 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 43,327 | -2.26 | 643 | -6.96 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 227,244 | 4.14 | 3,384 | -0.41 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 14,592 | -2.34 | 217 | -6.47 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 69,301 | 0.00 | 1,032 | -4.45 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 346,789 | -10.34 | 5,164 | -14.26 | ||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 216,834 | 1.36 | 3,229 | -3.06 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 33,166 | 0.00 | 494 | -4.46 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 13,964 | 208 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 176,925 | -2.36 | 3 | 0.00 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 12,682 | -10.75 | 189 | -14.93 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 433,655 | -2.26 | 6,457 | -6.52 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 36,808 | 3.07 | 548 | -1.44 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 24,430 | 13.02 | 364 | 8.04 | ||||
| 2025-05-08 | 13F | Main Street Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 13,667 | -0.07 | 204 | -4.25 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 115,420 | 30.97 | 1,719 | 25.22 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 230,090 | 0.19 | 3,426 | -4.17 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 186 | 0.00 | 3 | 0.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 97 | -99.43 | 1 | -99.62 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 222,731 | -13.87 | 3,316 | -17.47 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 20,059 | 2.71 | 299 | -1.97 | ||||
| 2025-04-30 | 13F | Allworth Financial LP | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12,764 | -6.44 | 190 | -10.38 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 4,676 | 0.00 | 70 | -4.17 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3,417 | 3.95 | 51 | -1.96 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 26 | -99.40 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 801,302 | 0.61 | 12 | -8.33 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 38,562 | 9.98 | 574 | 5.32 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 4,000 | 0.00 | 60 | -4.84 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 28,930 | -5.09 | 431 | -9.28 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 346,789 | -10.34 | 5 | -16.67 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 56,269 | -13.34 | 838 | -17.13 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 50,550 | 1 | ||||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 32,589 | 4.80 | 485 | 0.21 | ||||
| 2025-08-08 | 13F | Creative Planning | 10,064 | -54.70 | 150 | -56.81 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 30,596 | 75.97 | 456 | 68.52 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 9,196 | 63.28 | 137 | 56.32 | ||||
| 2025-08-01 | 13F | Motco | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 11,070 | 165 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2,461 | 0.00 | 37 | -5.26 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 31,000 | -12.11 | 462 | -16.03 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 76,789 | 0.32 | 1,143 | -4.03 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 50,711 | 1.49 | 755 | -2.83 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 71,424 | -4.19 | 1,064 | -8.36 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 10,000 | 0.00 | 149 | -4.52 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 47,339 | 6.61 | 705 | 1.88 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 2,006 | 30 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1,355 | 6.27 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 283,722 | 7.70 | 4 | 0.00 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 19,403 | 0.00 | 289 | -4.64 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 13,445 | -16.09 | 200 | -19.68 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 271 | 0.00 | 4 | 0.00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 30,379 | -33.05 | 452 | -34.68 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 4,000 | 60 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 92,537 | -4.88 | 1,392 | -0.78 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 11,030 | 164 | ||||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 42,331 | 2.89 | 630 | -1.56 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 2,940 | 0.00 | 44 | -4.44 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,144 | -70.57 | 47 | -72.29 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 7,000 | 0.00 | 104 | -3.70 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 149,327 | 14.19 | 2,223 | 9.18 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 770,890 | 3.07 | 11,479 | -1.43 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 20,383 | 5.16 | 304 | 0.66 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 15,941 | 3.43 | 237 | -0.84 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 47,641 | 1.85 | 709 | -2.61 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 424,839 | -41.59 | 6,326 | -44.14 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 17,597 | 262 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 10,546 | 0.00 | 157 | -1.87 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 35 | 0.00 | 1 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 31,504 | 0.00 | 469 | -4.29 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 30,008 | 1.19 | 447 | -3.25 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 750 | 0.00 | 11 | 0.00 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 10,979 | 0.00 | 163 | -4.12 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 325 | 5 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 145,460 | 9.56 | 2,166 | 6.91 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | HYIN - WisdomTree Alternative Income Fund N/A | 113,087 | 7.51 | 1,666 | 0.73 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 34,008 | 22.98 | 506 | 17.67 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 70,038 | 1.33 | 1,043 | -3.16 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 49,945 | -45.75 | 744 | -48.15 | ||||
| 2025-07-24 | 13F | Eastern Bank | 4,073 | 0.00 | 61 | -4.76 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 56,531 | -1.78 | 842 | -6.14 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 52,357 | -6.78 | 780 | -10.87 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 27,591 | 0.00 | 411 | -4.43 | ||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 238,400 | 3.56 | 3,550 | -0.98 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 3,654 | 0.00 | 54 | -3.57 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 13,101 | 204 | ||||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 92,647 | 108.18 | 1,380 | 99.28 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 17,953,239 | 288 | ||||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 551,009 | 4.03 | 8,205 | -0.51 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 10,092 | -2.63 | 150 | -6.83 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 19,323 | 7.99 | 288 | 3.24 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 26,125 | 1.86 | 389 | -2.51 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10,979 | 0.00 | 163 | -4.12 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 9,708 | 0.00 | 145 | -4.64 | ||||
| 2025-05-15 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 89,696 | 327.63 | 1,336 | 309.51 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 16,982 | 8.48 | 253 | 3.70 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 141,449 | 7.19 | 2,106 | 2.53 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 17,825 | 24.95 | 265 | 19.37 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 107,752 | 2.43 | 1,604 | -2.02 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 196,262 | 0.00 | 2,922 | -4.35 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 60,747 | -76.42 | 905 | -77.47 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 958,371 | -17.71 | 14,270 | -21.30 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 24,641 | -21.77 | 367 | -25.31 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10,296 | 153 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 26 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 7,851 | 3.99 | 120 | 1.71 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,826 | -20.70 | 57 | -16.42 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 23,214 | 56.32 | 346 | 49.35 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 129,941 | 6.94 | 1,935 | 2.27 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 445,056 | 108.65 | 6,627 | 99.52 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 43,314 | 58.51 | 645 | 51.53 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 659,129 | 6.58 | 9,814 | 1.92 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7,297,290 | 6.33 | 108,657 | 1.69 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 20,710 | 2.55 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 740,653 | 8.49 | 11,028 | 3.75 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 24,819 | 0.47 | 370 | -3.91 | ||||
| 2025-07-09 | 13F | David J Yvars Group | 22,463 | 0.90 | 334 | -3.47 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 12,055 | 0.00 | 179 | -4.28 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 11,374 | 0.31 | 169 | -3.98 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 300,610 | -55.21 | 4 | -60.00 |
