Statistik Asas
| Pemilik Institusi | 154 total, 154 long only, 0 short only, 0 long/short - change of -3.14% MRQ |
| Purata Peruntukan Portfolio | 0.1516 % - change of 7.96% MRQ |
| Saham Institusi (Panjang) | 19,188,172 (ex 13D/G) - change of 0.22MM shares 1.15% MRQ |
| Nilai Institusi (Panjang) | $ 377,071 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF (US:PID) telah 154 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 19,188,172 saham. Pemegang saham terbesar termasuk Morgan Stanley, Wells Fargo & Company/mn, LPL Financial LLC, Modern Wealth Management, LLC, Kaye Capital Management, Strategic Wealth Partners, Ltd., UBS Group AG, Bank Of America Corp /de/, Ameriprise Financial Inc, and Jones Financial Companies Lllp .
Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF (NasdaqGM:PID) 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 11, 2025 is 21.38 / share. Previously, on September 12, 2024, the share price was 19.69 / share. This represents an increase of 8.61% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 55,957 | 1.56 | 1,147 | 9.24 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 1,521 | 0.00 | 31 | 6.90 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 343,747 | -5.46 | 7,167 | 3.38 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,029 | 0.00 | 21 | 10.53 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 359 | 1.41 | 7 | 16.67 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 12,563 | 0.00 | 258 | 7.53 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 996 | 1.32 | 20 | 11.11 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,660 | -28.14 | 34 | -23.26 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1,792 | 0.00 | 37 | 5.88 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 119,140 | -1.27 | 2,442 | 6.13 | ||||
| 2025-08-14 | 13F | Comerica Bank | 17,994 | 38.79 | 369 | 48.99 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 12 | 0 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 720 | -5.26 | 15 | 0.00 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 10,408 | -0.14 | 213 | 7.58 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 31,098 | 54.92 | 638 | 66.75 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 76,691 | 21.96 | 1,572 | 31.11 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1,008,078 | 20,666 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 40,425 | -1.62 | 829 | 5.75 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 22,238 | 1.29 | 456 | 8.85 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 27,382 | 0.00 | 522 | 4.19 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 13,876 | 0.00 | 284 | 7.58 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Tocqueville Asset Management L.p. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 193,351 | 1.17 | 3,964 | 8.75 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 131,064 | 3.92 | 2,733 | 10.47 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 44,024 | -13.32 | 902 | -6.82 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 12,794 | 0.66 | 262 | 8.26 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 65 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 81,924 | -21.56 | 1,674 | -15.75 | ||||
| 2025-05-13 | 13F | High Falls Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 21,800 | -11.02 | 447 | -4.50 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 112,166 | -1.19 | 2,302 | 6.38 | ||||
| 2025-05-05 | 13F | Riverchase Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1,710 | 1.30 | 35 | 9.38 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 79,195 | -5.02 | 1,624 | 2.08 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 32,079 | -10.30 | 658 | -3.52 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 380 | 0.00 | 8 | 0.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 452,396 | 11.56 | 9,274 | 19.94 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 16,735 | 7.50 | 343 | 15.88 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 21 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Atala Financial Inc | 11,095 | 227 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,856 | 40.08 | 38 | 52.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 37,794 | -30.99 | 775 | -25.86 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 265 | 0.00 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,223,329 | -0.02 | 25,078 | 7.47 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10,836 | 4.33 | 222 | 12.12 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 958,671 | 0.73 | 19,653 | 6.93 | ||||
| 2025-04-23 | 13F | Silver Lake Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 27,545 | -3.37 | 1 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 19,440 | -29.28 | 409 | -22.98 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 41,118 | 9.51 | 843 | 17.60 | ||||
| 2025-08-08 | 13F | Creative Planning | 112,265 | 4.58 | 2,301 | 12.41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 187 | 4 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 42,898 | 0.44 | 1 | |||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 902 | -2.80 | 18 | 5.88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 219,472 | -4.64 | 4,499 | 2.51 | ||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 25,256 | 0.04 | 518 | 7.48 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 24,523 | 0.00 | 503 | 7.49 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 254,266 | 0.24 | 5,212 | 7.75 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,038 | 0.00 | 42 | 7.89 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 73,810 | -20.37 | 1,513 | -14.37 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 38,262 | 0.00 | 784 | 7.54 | ||||
| 2025-05-13 | 13F/A | Magnolia Capital Advisors Llc | 18,171 | 0.00 | 333 | 2.15 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,424 | 29 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3,525 | 8.39 | 72 | 22.03 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 9,820 | 201 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 4,560 | 0.00 | 93 | 8.14 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 96,869 | -46.50 | 2 | -66.67 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1,900 | 0.00 | 39 | 5.56 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,113 | -2.49 | 43 | 10.26 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 10,274 | 0.00 | 196 | 3.72 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 36,785 | -4.26 | 754 | 3.01 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,222 | 1.24 | 25 | 8.70 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 45,028 | 0.36 | 923 | 7.95 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 83 | 1.22 | 2 | 0.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 15,959 | 0.15 | 327 | 7.92 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 10,000 | 0.00 | 205 | 12.02 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,530 | 0.00 | 31 | 6.90 | ||||
| 2025-05-07 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 231,826 | -6.07 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,600,290 | -5.04 | 32,806 | 2.08 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 117,955 | 2.72 | 2,418 | 10.46 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 239,626 | 3.98 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 15,029 | 0.00 | 308 | 7.69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 67,613 | 0.50 | 1,386 | 8.11 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 909,313 | 4.36 | 18,641 | 12.19 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 256,253 | -2.24 | 5,253 | 5.10 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 50,237 | -2.42 | 1,030 | 4.89 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 9,671 | 0.76 | 198 | 8.20 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 10,710 | 0.00 | 220 | 7.35 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 23,651 | 485 | ||||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 32,964 | -4.14 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 51,884 | 1.05 | 1,064 | 8.58 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 61,943 | 0.00 | 1,270 | 7.45 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 5,289 | 3.58 | 108 | 11.34 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 28,954 | -21.07 | 594 | -15.16 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 847,494 | -1.90 | 16,908 | 2.63 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15,810 | -7.84 | 324 | -0.92 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 713 | 0.00 | 15 | 7.69 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1,029 | 0.00 | 21 | 10.53 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 17,044 | 0.12 | 349 | 7.72 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,111 | 1.28 | 23 | 10.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,131,687 | -9.79 | 64,200 | -3.02 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 30,579 | -0.98 | 627 | 6.46 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 273 | 6 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 791 | 0.00 | 16 | 6.67 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 22,001 | 1.29 | 451 | 8.94 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 6,450 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 5,893 | 0.00 | 121 | 5.26 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 227,036 | -2.49 | 4,654 | 4.82 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 123,877 | -0.33 | 2,539 | 7.13 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 19,800 | 8.79 | 406 | 16.71 | ||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 101,861 | 0.03 | 2,088 | 7.57 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 69,911 | 0.00 | 1,433 | 7.50 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14,011 | 20.69 | 287 | 29.86 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9,636 | 198 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 912,142 | 0.19 | 18,699 | 7.71 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,390 | -3.59 | 49 | 2.13 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 322,602 | -6.80 | 6,615 | 0.18 | ||||
| 2025-08-14 | 13F | Fmr Llc | 8,125 | -9.25 | 167 | -2.35 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 12,864 | -2.38 | 264 | 4.78 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 259,480 | -1.19 | 5,320 | 6.25 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 63,232 | -1.62 | 1,296 | 5.80 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 191 | 0.00 | 4 | 0.00 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 95,371 | 1,955 | ||||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 48,500 | 0.05 | 994 | 7.58 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 36 | 1 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 73 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 12,210 | 0.00 | 258 | 9.83 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 733 | 15 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1,582 | 0.00 | 32 | 6.67 | ||||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 11,562 | 0.42 | 237 | 8.22 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 29,451 | -21.64 | 604 | -15.78 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7,560 | 155 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,504 | -7.12 | 51 | 0.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 127 | 49.41 | 0 | |||||
| 2025-08-12 | 13F | Kaye Capital Management | 1,008,078 | -6.70 | 20,666 | 0.30 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4,554 | 0.00 | 93 | 8.14 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 36 | 0.00 | 1 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 551,873 | 54.56 | 11,220 | 64.77 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 55,478 | -1.57 | 1,137 | 5.87 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 29,168 | 3.40 | 598 | 11.17 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 40,011 | -2.21 | 820 | 5.13 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 1,025 | 0.00 | 21 | 10.53 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 16,447 | 28.37 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 10,204 | 1.29 | 209 | 8.85 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 24,685 | -0.02 | 506 | 7.66 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 36,089 | -9.04 | 740 | -2.25 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 1,212 | 0.00 | 25 | 8.70 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 25,741 | -1.94 | 1 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 43,934 | 8.41 | 901 | 16.58 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 78,852 | 0.58 | 1,616 | 8.09 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 47,648 | -66.62 | 977 | -64.14 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 227,498 | 0.52 | 4,664 | 8.06 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 205,621 | 6.37 | 4,215 | 14.35 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 79,778 | 8.89 | 1,653 | 19.11 | ||||
| 2025-04-23 | 13F | Fourth Dimension Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 58,509 | 0.06 | 1,199 | 7.53 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 321 | 1.26 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 49,196 | -66.65 | 1 | -50.00 | ||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 88,783 | 186.05 | 1,820 | 207.95 |
