Statistik Asas
| Pemilik Institusi | 155 total, 155 long only, 0 short only, 0 long/short - change of 9.15% MRQ |
| Purata Peruntukan Portfolio | 0.1210 % - change of -14.13% MRQ |
| Saham Institusi (Panjang) | 15,384,005 (ex 13D/G) - change of 0.93MM shares 6.47% MRQ |
| Nilai Institusi (Panjang) | $ 377,736 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF (US:IBMQ) telah 155 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 15,384,005 saham. Pemegang saham terbesar termasuk Bank Of America Corp /de/, Hartland & Co., LLC, Mercer Global Advisors Inc /adv, Envestnet Asset Management Inc, Us Bancorp \de\, HighTower Advisors, LLC, Wells Fargo & Company/mn, GWM Advisors LLC, Hengehold Capital Management Llc, and Hills Bank & Trust Co .
iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF (BATS:IBMQ) 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 12, 2025 is 25.76 / share. Previously, on September 16, 2024, the share price was 25.56 / share. This represents an increase of 0.78% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | FF Advisors,LLC | 21,309 | 3.66 | 541 | 4.84 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 294 | 0.00 | 7 | 0.00 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 13,241 | 336 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8,031 | 204 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 97,284 | -9.73 | 2,472 | -9.32 | ||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 13,000 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 49,569 | 9.03 | 1,260 | 9.57 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 54,020 | 13.48 | 1,373 | 14.05 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 28,281 | -17.44 | 719 | -17.09 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 891,719 | 3.39 | 22,659 | 3.88 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 16,279 | 7.67 | 414 | 8.12 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 301,088 | -45.68 | 7,651 | -45.43 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 150 | 0.67 | 4 | 0.00 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 13,887 | 353 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 13,065 | 4.74 | 332 | 5.08 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 9,448 | 0.00 | 240 | 0.84 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 13,225 | -39.34 | 336 | -39.02 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 11,065 | 0.00 | 281 | 0.72 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 454,319 | 4.82 | 11,544 | 5.32 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 192,905 | 5.83 | 4,902 | 6.34 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 19,844 | -2.53 | 504 | -1.95 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 386,615 | 3.24 | 9,824 | 3.73 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 107,202 | 0.06 | 2,724 | 0.55 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 14,163 | 360 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 3,943 | 0 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10,392 | 264 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 34,100 | 42.15 | 866 | 42.90 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 13,612 | 0.61 | 346 | 0.88 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 12,954 | 329 | ||||||
| 2025-07-07 | 13F | Trust Co | 13,728 | 0.00 | 349 | 0.29 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 252,883 | 0.05 | 6,426 | 0.53 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 265,242 | 2.44 | 6,740 | 2.92 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 19,660 | 14,462.96 | 500 | 16,533.33 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 97,842 | 137.99 | 2,486 | 139.27 | ||||
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 11,593 | 0.00 | 293 | -0.34 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 856,888 | 13.85 | 21,774 | 14.39 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 31,000 | 0.00 | 788 | 0.51 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 43,810 | 1.33 | 1,113 | 1.83 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 58,555 | 13.15 | 1,488 | 13.69 | ||||
| 2025-07-15 | 13F | Postrock Partners Llc | 16,841 | 26.71 | 428 | 27.08 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 87,204 | 5.12 | 2,216 | 5.58 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 27,000 | 27.92 | 686 | 28.71 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 15,443 | 10.77 | 392 | 11.36 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 50,439 | 93.17 | 1,282 | 94.09 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 82,149 | 0.00 | 2,087 | 0.48 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 113,132 | 3.51 | 2,875 | 4.02 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 11,666 | 33.51 | 296 | 34.55 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 92,733 | -1.27 | 2,356 | -0.80 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 19,920 | 0.00 | 506 | 0.60 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 308,365 | 9.30 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5,889 | 0.00 | 150 | 0.68 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 12,459 | -0.01 | 317 | 0.32 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 14,536 | 0.00 | 369 | 0.54 | ||||
| 2025-05-14 | 13F | Evergreen Wealth Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 9,066 | -7.38 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 335,095 | -8.03 | 8,515 | -7.60 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 31,217 | -2.05 | 793 | -1.49 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 828 | 0.00 | 21 | 5.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 11,656 | -65.87 | 296 | -65.70 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 61,833 | 15.14 | 1,564 | 15.61 | ||||
| 2025-08-01 | 13F | First National Trust Co | 14,433 | 4.28 | 367 | 4.57 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 41,059 | -9.39 | 1,043 | -8.91 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 813 | 0.00 | 21 | 0.00 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 10,933 | 0.00 | 278 | 0.36 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 13,803 | 0.00 | 350 | 0.29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 30,559 | 14.36 | 776 | 14.96 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 31,789 | 0.14 | 808 | 0.62 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 151,130 | 0.76 | 3,840 | 1.24 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,043 | -75.05 | 52 | -75.36 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 81,830 | 150.56 | 2,079 | 152.00 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 242,261 | 1.30 | 6,156 | 1.79 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 23,464 | 0.32 | 596 | 0.85 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 27,255 | 693 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 62,636 | 3.26 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 117,601 | 91.66 | 2,988 | 92.65 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 59,642 | 11.45 | 1,516 | 11.97 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 63,186 | 1,606 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2,725 | 0.00 | 69 | 1.47 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 13,905 | -4.43 | 353 | -3.81 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 185,542 | 10.01 | 4,715 | 10.53 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 95,929 | 17.12 | 2,438 | 17.67 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 4,770 | 0.00 | 121 | 0.83 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 31,482 | 0.00 | 800 | 0.38 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 24,308 | -0.32 | 1 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 48,020 | 106.27 | 1,220 | 107.48 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 841,032 | 4.56 | 21,371 | 5.06 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8,726 | 222 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 9,776 | 22.31 | 248 | 23.38 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 39,362 | 18.93 | 1 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 115,028 | 3.23 | 2,923 | 3.69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 434,996 | 2.27 | 11,053 | 2.75 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8,883 | -3.31 | 226 | -3.02 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 193,861 | 80.61 | 4,926 | 81.50 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 2,217 | 0.00 | 56 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,070,507 | 7.45 | 52,612 | 7.96 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 24,940 | 634 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 7,956 | 0.00 | 202 | 0.50 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 185,252 | 12.72 | 4,707 | 13.26 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 30,265 | 275.64 | 1 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 18,062 | 0.03 | 459 | 0.44 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1,794 | 46 | ||||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 39,200 | 996 | ||||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 8,000 | 0.00 | 203 | 0.50 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 22,906 | -16.44 | 582 | -16.02 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 9,668 | 0 | ||||||
| 2025-08-14 | 13F | 10Elms LLP | 19,160 | 0.00 | 487 | 0.41 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 15,929 | 405 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21,107 | 534 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2,004 | 0.00 | 51 | 0.00 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 11,385 | 289 | ||||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 84,482 | -6.02 | 2,147 | -5.59 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 10,367 | -2.44 | 263 | -1.87 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 62,843 | 3.26 | 1,597 | 3.70 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 8,274 | 210 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 239,730 | -35.92 | 6,092 | -35.62 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 11,649 | 0.00 | 296 | 0.68 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 10,921 | 278 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 36,609 | 16.11 | 930 | 16.69 | ||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 29,176 | -2.99 | 741 | -2.50 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 181,110 | 4.87 | 4,602 | 5.38 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 382,180 | 15.54 | 9,711 | 16.09 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 12,732 | 5.64 | 324 | 6.25 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 18,088 | -11.47 | 460 | -11.05 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 11,292 | 21.94 | 287 | 22.22 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 18,154 | 8.56 | 461 | 9.24 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 51,221 | 0.61 | 1,302 | 1.09 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 734,646 | 7.39 | 18,667 | 7.90 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 98,908 | 200.29 | 2,513 | 202.04 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 27,089 | 24.18 | 688 | 24.86 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 653,576 | -6.72 | 16,607 | -6.28 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 9,500 | 0.00 | 241 | 0.42 | ||||
| 2025-05-14 | 13F | Stonebridge Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 995 | 947.37 | 25 | 1,150.00 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 13,800 | -6.76 | 351 | -6.42 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 338,675 | 1.73 | 8,606 | 2.21 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 313 | 0.00 | 8 | 0.00 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 8,045 | 204 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 10,000 | 0.00 | 254 | 0.79 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 83,958 | 2.41 | 2,133 | 2.89 | ||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 48,256 | 0.00 | 1,226 | 0.49 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 20,448 | 110.20 | 520 | 110.98 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 112,390 | 26.63 | 2,856 | 27.23 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 8,456 | -26.21 | 215 | -25.95 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 119,536 | 0.00 | 3,037 | 0.46 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 20 | -86.49 | 1 | -100.00 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 5,930 | 0.00 | 152 | 1.34 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 81,923 | 2,082 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19,081 | 45.82 | 485 | 46.67 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 375,752 | 17.16 | 9,548 | 17.72 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 14,484 | -6.67 | 368 | -6.12 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 8,562 | 218 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 14,809 | -7.68 | 0 | |||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 47,520 | 1.96 | 1,207 | 2.46 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 36,400 | 0.00 | 925 | 0.43 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 9,143 | 0.00 | 232 | 0.43 | ||||
| 2025-04-15 | 13F | Collier Financial | 402 | 0.50 | 10 | 0.00 | ||||
| 2025-05-05 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 25,750 | 128.89 | 654 | 130.28 |
