Statistik Asas
| Pemilik Institusi | 144 total, 144 long only, 0 short only, 0 long/short - change of 3.60% MRQ |
| Purata Peruntukan Portfolio | 0.3730 % - change of 6.03% MRQ |
| Saham Institusi (Panjang) | 10,690,937 (ex 13D/G) - change of 0.02MM shares 0.18% MRQ |
| Nilai Institusi (Panjang) | $ 709,241 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Pacer Funds Trust - Pacer Trendpilot 100 ETF (US:PTNQ) telah 144 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 10,690,937 saham. Pemegang saham terbesar termasuk LPL Financial LLC, Morgan Stanley, Bank Of America Corp /de/, Raymond James Financial Inc, Wells Fargo & Company/mn, Cetera Investment Advisers, Cambridge Investment Research Advisors, Inc., Avantax Advisory Services, Inc., UBS Group AG, and ODonnell Financial Services, LLC .
Pacer Funds Trust - Pacer Trendpilot 100 ETF (NasdaqGM:PTNQ) 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 8, 2025 is 74.70 / share. Previously, on September 9, 2024, the share price was 70.30 / share. This represents an increase of 6.26% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Us Bancorp \de\ | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 492 | 0.00 | 35 | 2.94 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 4,550 | 16.94 | 325 | 17.39 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 19,743 | 0.84 | 1,409 | 1.37 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,098,718 | -6.05 | 78,415 | -5.58 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2,956 | -11.12 | 211 | -11.02 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 8,308 | 593 | ||||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-29 | 13F | Brookstone Capital Management | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | SWS Partners | 3,484 | 0.00 | 249 | 0.40 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 858 | 0.00 | 61 | 1.67 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 13,933 | 3.16 | 994 | 3.65 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 18,391 | -17.61 | 1,313 | -17.22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 54,199 | 11.41 | 3,868 | 11.99 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 90,295 | 0.63 | 6,444 | 1.15 | ||||
| 2025-04-09 | 13F | Milestone Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | TRND - Pacer Trendpilot Fund of Funds ETF | 161,335 | 12.61 | 10,872 | 0.83 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 3,452 | 246 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 18,841 | -2.13 | 1,345 | -1.68 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10,434 | 7.19 | 745 | 7.67 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 270,924 | 36.17 | 19,336 | 36.86 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 5,135 | -0.58 | 366 | 0.00 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 17,368 | -42.20 | 1,240 | -41.91 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6,828 | 1.46 | 487 | 2.10 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 871 | 0.00 | 62 | 1.64 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 5,046 | -89.89 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 3,040 | 0.00 | 217 | 0.47 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 187,798 | -4.00 | 13,403 | -3.51 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 11,873 | 1.26 | 847 | 1.80 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 14,065 | -10.71 | 1,004 | -10.29 | ||||
| 2025-08-14 | 13F | UBS Group AG | 257,071 | -0.94 | 18,347 | -0.43 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 633,628 | -4.39 | 45,222 | -3.91 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 6,075 | 0.00 | 434 | 0.46 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 4,350 | 310 | ||||||
| 2025-07-22 | 13F | Legacy Trust | 6,683 | 0.00 | 477 | 0.42 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 9,933 | 4.15 | 709 | 4.58 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 7,701 | 14.58 | 550 | 15.09 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 3,358 | -2.10 | 240 | -1.65 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 11,193 | 4.19 | 795 | -0.13 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 23,568 | 0.00 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 777 | -22.30 | 55 | -17.91 | ||||
| 2025-04-23 | 13F | International Assets Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 7,089 | 0.00 | 506 | 0.40 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 9,421 | 672 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 11,833 | 11.26 | 1 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 175,193 | -6.99 | 12,504 | -6.51 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 12,834 | 0.63 | 916 | 1.10 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 26,017 | 1,857 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1,400 | 21.74 | 99 | 16.47 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 38,442 | -5.76 | 2,766 | 0.95 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27,656 | 6.91 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4,519 | -8.09 | 323 | -7.74 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 9,603 | -79.85 | 685 | -79.76 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 19,802 | -6.69 | 1 | 0.00 | ||||
| 2025-04-17 | 13F | FNY Investment Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 80 | 0.00 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 20,198 | 1,442 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 44,892 | -21.13 | 3 | -25.00 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 130 | 0.00 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 7,691 | 2.27 | 549 | 2.62 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4,338 | 310 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 50,074 | -10.81 | 3,574 | -10.36 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 8,580 | 0.00 | 612 | 0.49 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10,717 | -11.20 | 765 | -10.75 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 746 | 4.04 | 53 | 6.00 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 10,724 | -15.57 | 765 | -15.09 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2,588 | -33.64 | 183 | -34.06 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14,590 | -0.27 | 1,041 | 0.29 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 183,469 | 42.46 | 13,094 | 43.18 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 12,169 | -60.23 | 869 | -60.04 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2,165 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Gimbal Financial | 38,461 | -27.04 | 2,745 | -26.69 | ||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 68,465 | 28.86 | 4,886 | 29.53 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 64,772 | -3.86 | 4,623 | -3.39 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5,818 | 27.90 | 415 | 28.48 | ||||
| 2025-04-11 | 13F | IAM Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-13 | 13F | Aptus Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 427,015 | -14.42 | 30,476 | -13.98 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 8,124 | -0.87 | 580 | 5.27 | ||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 131,087 | 9,356 | ||||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 21,571 | -19.06 | 1,540 | -18.66 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 804,067 | -1.67 | 57,386 | -1.17 | ||||
| 2025-05-15 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 953 | 0.00 | 68 | 1.49 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,672 | 0.00 | 119 | 0.85 | ||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 219,653 | 2.27 | 15,677 | 2.79 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 47 | 3 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,550 | 0.00 | 111 | 0.00 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 3,559 | 254 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 422,624 | -15.71 | 30 | -14.29 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 82,344 | 7.87 | 5,877 | 8.41 | ||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 3,818 | 0.00 | 272 | 0.37 | ||||
| 2025-08-12 | 13F | Pacer Advisors, Inc. | 156,854 | 3.22 | 11,195 | 3.74 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 107,640 | -16.99 | 7,682 | -16.57 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7,555 | -28.83 | 539 | -28.42 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 22,791 | 0.92 | 1,627 | 1.43 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,754 | 14.80 | 197 | 15.29 | ||||
| 2025-08-11 | 13F | Empirical Finance, LLC | 47,352 | 0.00 | 3,380 | 0.51 | ||||
| 2025-04-23 | 13F | PBMares Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 925 | 66 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 12,906 | 15.30 | 921 | 15.99 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 76,265 | 5,443 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 378 | -55.05 | 27 | -54.24 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 3,256 | -19.45 | 232 | -18.88 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 55,026 | 2.94 | 3,927 | 3.48 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 55,913 | -20.86 | 3,996 | -20.43 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Sensible Money, LLC | 3,000 | 0.00 | 214 | 0.47 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 17,402 | -9.52 | 1,242 | -9.08 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 5,133 | -85.51 | 366 | -85.45 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 47,385 | 3,382 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 37,729 | -14.33 | 2,693 | -13.91 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 3,991 | -2.06 | 285 | -1.73 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 811 | 58 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 600 | 43 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 79,800 | -5.70 | 5,695 | -5.23 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,522 | 0.00 | 180 | 0.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 179,441 | -9.17 | 13 | -14.29 | ||||
| 2025-05-14 | 13F | Brown Brothers Harriman & Co | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 122,128 | 0.87 | 8,716 | 1.38 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 13,845 | -71.29 | 996 | -70.91 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 7,450 | 1 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 7,455 | -29.77 | 527 | -30.70 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 22,338 | -6.98 | 1,594 | -6.57 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 53,917 | -32.58 | 3,848 | -32.23 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,516,605 | 6.61 | 108,240 | 7.15 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 18,676 | 0.85 | 1,333 | 1.29 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 3,166 | -49.63 | 226 | -49.55 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 5,080 | 0.00 | 363 | 0.56 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 595 | 0.00 | 42 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 144,276 | 7.02 | 10,297 | 7.56 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 2,465 | 0.00 | 176 | 0.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9,079 | 17.51 | 648 | 18.07 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 3,041 | 0.00 | 217 | 0.93 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 3,000 | 0.00 | 214 | 0.47 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 3,317 | 237 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6,858 | -1.15 | 489 | -0.61 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 12,162 | 3.07 | 868 | 3.70 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 12,368 | 0.24 | 883 | 0.68 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Sober, LLC | 57,225 | 0.88 | 4,084 | 1.39 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 40,088 | -13.49 | 2,861 | -13.22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 79,069 | -16.24 | 5,643 | -15.81 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 7,870 | -3.19 | 562 | -2.77 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,189,468 | -4.08 | 84,892 | -3.60 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 8,344 | 2.14 | 596 | 2.59 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4,893 | -61.50 | 349 | -61.31 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 149,890 | 76.82 | 10,698 | 77.72 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 3,375 | -14.86 | 241 | -14.59 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3,927 | 0.00 | 280 | 0.72 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 180,961 | 11.17 | 12,915 | 11.74 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 11,062 | -18.47 | 789 | -18.07 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,970 | -11.34 | 212 | -10.97 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,526 | 0.00 | 109 | 5.88 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 28,551 | -4.89 | 2,038 | -4.41 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 6,182 | 27.97 | 441 | 28.57 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 452 | 0.00 | 32 | 0.00 |
