Statistik Asas
| Pemilik Institusi | 163 total, 163 long only, 0 short only, 0 long/short - change of -1.81% MRQ |
| Purata Peruntukan Portfolio | 0.0514 % - change of -3.48% MRQ |
| Saham Institusi (Panjang) | 10,540,940 (ex 13D/G) - change of -0.05MM shares -0.51% MRQ |
| Nilai Institusi (Panjang) | $ 143,851 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF (US:PGF) telah 163 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 10,540,940 saham. Pemegang saham terbesar termasuk Morgan Stanley, UBS Group AG, LPL Financial LLC, Wells Fargo & Company/mn, Bank Of America Corp /de/, Private Advisor Group, LLC, Evoke Wealth, Llc, North Star Investment Management Corp., Investors Research Corp, and Orion Portfolio Solutions, LLC .
Invesco Exchange-Traded Fund Trust - Invesco Financial Preferred ETF (ARCA:PGF) 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 14.71 / share. Previously, on September 6, 2024, the share price was 15.42 / share. This represents a decline of 4.60% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Comerica Bank | 27,096 | -10.41 | 382 | -11.37 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 78,246 | 56.62 | 1,104 | 54.84 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 49,445 | -6.76 | 698 | -7.93 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 29,614 | 3.09 | 418 | 1.71 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-25 | 13F | Essex Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 145 | -88.92 | 2 | -88.89 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 300 | 0.00 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 72,147 | 0.21 | 1,018 | -1.07 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 17,275 | 0.00 | 244 | -1.22 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 29,994 | 0.08 | 423 | -0.94 | ||||
| 2025-08-06 | 13F | Mcrae Capital Management Inc | 16,203 | 0.00 | 229 | -1.30 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 10,147 | -5.00 | 143 | -5.92 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 124 | 0.00 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 665 | 1.53 | 9 | 0.00 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 52,277 | -15.77 | 738 | -16.82 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 12,938 | 1.55 | 183 | 0.55 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4,260 | -25.24 | 60 | -26.83 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5,948 | 84 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 15,366 | -14.17 | 217 | -15.29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 11,685 | 1.71 | 165 | 0.00 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 13,792 | 0.12 | 195 | -1.02 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 150 | -88.89 | 2 | -89.47 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 88,414 | 12.50 | 1,248 | 11.14 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 3,619 | 147.71 | 51 | 155.00 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Prudential Plc | 3,900 | 0.00 | 55 | 0.00 | ||||
| 2025-05-14 | 13F | Guggenheim Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 5,846 | 82 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 676,150 | 10.69 | 9,540 | 9.38 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 500 | 0.00 | 7 | 0.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 8,194 | 47.53 | 116 | 45.57 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 101,268 | -0.88 | 1,429 | -2.12 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 10,052 | 142 | ||||||
| 2025-04-25 | 13F | Westside Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 850 | 16.44 | 0 | |||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 318,111 | 5.72 | 4,489 | 4.47 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 10,008 | 141 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 11,330 | 0.00 | 160 | -1.24 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 177,919 | 73.82 | 2,510 | 71.80 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 127,078 | 1.69 | 1,793 | 0.50 | ||||
| 2025-08-05 | 13F | Garrison Bradford & Associates Inc | 5,000 | 0.00 | 71 | -1.41 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1,111,940 | 73.32 | 15,689 | 71.26 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 12,974 | -2.44 | 183 | -3.17 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6 | -86.05 | 0 | |||||
| 2025-05-15 | 13F | Bank Of America Corp /de/ | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 25 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 13,758 | -37.06 | 194 | -37.82 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 8,506 | 9.67 | 120 | 9.09 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 10,971 | -10.11 | 155 | -11.49 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 81,734 | -50.64 | 1,153 | -51.23 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 1,350 | 0.00 | 19 | 0.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 1,350 | 0.00 | 19 | 0.00 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Field & Main Bank | 106,852 | -0.29 | 1,508 | -1.50 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 178 | 0.00 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 57,850 | 13.61 | 816 | 12.24 | ||||
| 2025-07-31 | 13F | Avory & Company, LLC | 30,990 | -24.56 | 437 | -25.43 | ||||
| 2025-08-01 | 13F | Motco | 2,700 | 39 | ||||||
| 2025-04-30 | 13F | M&t Bank Corp | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10,356 | 146 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 30,904 | 0.67 | 435 | -1.36 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 13,827 | -38.69 | 0 | |||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 1,805 | 1.52 | 25 | 0.00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 9,063 | 0 | ||||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 484 | 0.00 | 7 | 0.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 16,522 | 0 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,000 | 0.00 | 14 | 0.00 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 16,838 | 31.34 | 238 | 29.51 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 58,141 | 50.63 | 823 | 49.18 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 562 | 1.63 | 8 | 0.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,350 | -2.97 | 33 | -2.94 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 43,862 | 8.07 | 619 | 6.74 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 52,779 | 10.14 | 755 | 10.38 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 14 | 0 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 286,523 | -1.22 | 4,043 | -2.39 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 950 | 0.00 | 13 | 0.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 5,185 | -7.16 | 73 | -7.59 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 23,812 | -23.20 | 332 | -25.11 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 4,000 | 0.00 | 56 | -1.75 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 252 | 1.61 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 15,350 | 217 | ||||||
| 2025-07-21 | 13F | Credential Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 150 | 0.00 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 52,637 | -0.60 | 743 | -1.85 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,122 | 0.00 | 16 | -6.25 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 439 | 0.00 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 17,647 | -3.97 | 249 | -5.34 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 10,000 | 0.00 | 141 | -0.70 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 370,136 | -17.15 | 5,223 | -18.14 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 5,120 | 1.55 | 72 | 0.00 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 12,600 | 0.00 | 178 | -1.12 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 272 | 0.00 | 4 | 0.00 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 10,566 | -2.72 | 149 | -3.87 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1,169 | 0.00 | 16 | 0.00 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 7,873 | 0.00 | 111 | -0.89 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 83,216 | 127.49 | 1,174 | 124.90 | ||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 185,065 | 0.00 | 2,134 | 0.00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 83,919 | -6.19 | 1 | 0.00 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 21,079 | 4.66 | 297 | 3.48 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 2,431 | 34 | ||||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 275,264 | 11.99 | 3,884 | 10.66 | ||||
| 2025-08-19 | 13F | Cim, Llc | 29,181 | 0.00 | 412 | -1.20 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 77,042 | 9.38 | 1,087 | 8.16 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 500 | 0.00 | 7 | 0.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 276 | -72.97 | 0 | |||||
| 2025-04-03 | 13F | Central Pacific Bank - Trust Division | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 49,229 | 0.10 | 695 | -1.14 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 695 | 1.61 | 10 | 0.00 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 120,520 | -0.18 | 1,701 | -1.39 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 27,764 | 0.00 | 392 | -1.26 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 1,508 | 0.00 | 21 | 0.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 820,396 | -0.28 | 11,576 | -1.47 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 14,638 | 4.33 | 207 | 3.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 92,725 | 1.35 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 26,979 | 26.04 | 381 | 24.59 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 18,847 | -1.84 | 266 | -3.28 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 4,000 | 0.00 | 56 | -1.75 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 2,117 | 0.00 | 30 | -3.33 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 10,245 | 0.00 | 145 | -1.37 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,060 | 0.00 | 15 | -6.67 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 1,942 | 0.00 | 27 | 0.00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2,881 | 9.92 | 41 | 8.11 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 67,225 | 27.54 | 949 | 26.06 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 252 | 1.61 | 4 | 0.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 22,259 | -9.51 | 314 | -10.54 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,707,295 | -7.94 | 24,090 | -9.04 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 14,572 | -13.24 | 206 | -14.23 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 325 | 0.00 | 5 | 0.00 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 20,276 | 286 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 76,101 | -1.97 | 1,074 | -3.16 | ||||
| 2025-05-15 | 13F | Creative Planning | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 21,100 | 298 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 2,588 | 0.00 | 37 | 0.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 275 | 0.00 | 4 | 0.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 22,860 | 0.43 | 323 | -0.92 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 20,276 | 1.08 | 286 | 0.00 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 2,180 | 0.00 | 31 | -3.23 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 25,042 | 0.00 | 353 | -1.12 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 159,796 | 13.67 | 2,254 | 12.20 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 54,914 | -0.60 | 775 | -1.78 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 1,000 | 14 | ||||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 11,800 | -17.48 | 166 | -18.63 | ||||
| 2025-08-14 | 13F | Fmr Llc | 160 | 56.86 | 2 | 100.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 65 | 1 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15,585 | 0.00 | 220 | -1.35 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 26,218 | 0.00 | 374 | -1.84 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 975,225 | -21.47 | 13,760 | -22.40 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 65,640 | -1.85 | 926 | -2.94 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 633 | 90.09 | 0 | |||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 61,231 | -33.59 | 864 | -34.42 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 447 | 0.00 | 6 | 0.00 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 17,950 | -14.94 | 253 | -15.95 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 1,120 | 0.00 | 16 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,415 | 0.00 | 34 | 0.00 | ||||
| 2025-05-23 | 13F | Twin Lakes Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 21,962 | -4.71 | 310 | -6.08 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 20,000 | 100.00 | 282 | 98.59 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 2,104 | 1.54 | 30 | 0.00 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 40,170 | -2.64 | 567 | -3.90 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,250 | 0.00 | 32 | -3.12 | ||||
| 2025-07-28 | 13F | Essex LLC | 20,200 | 0.00 | 285 | -1.04 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 11,896 | -17.43 | 168 | -18.54 | ||||
| 2025-05-06 | 13F | Avantax Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 40,371 | -5.50 | 570 | -6.72 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 22,350 | 315 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 28,894 | -4.24 | 408 | -5.35 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 28,333 | -0.74 | 0 | |||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 21,960 | -0.00 | 310 | -1.28 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 | 0.00 | 0 | |||||
| 2025-04-17 | 13F | Monticello Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 61,724 | -18.82 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 148,560 | 0.07 | 2,096 | -1.09 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 13,267 | -37.32 | 187 | -38.08 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 82,509 | 1.55 | 1,164 | 0.34 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 123,594 | -20.35 | 1,744 | -21.31 | ||||
| 2025-05-08 | 13F | We Are One Seven, LLC | 0 | -100.00 | 0 |
