Statistik Asas
| Pemilik Institusi | 223 total, 223 long only, 0 short only, 0 long/short - change of 7.69% MRQ |
| Purata Peruntukan Portfolio | 0.1353 % - change of 1.41% MRQ |
| Saham Institusi (Panjang) | 12,837,937 (ex 13D/G) - change of 1.42MM shares 12.45% MRQ |
| Nilai Institusi (Panjang) | $ 426,556 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Reaves Utility Income Fund (US:UTG) telah 223 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 12,837,937 saham. Pemegang saham terbesar termasuk Bank Of America Corp /de/, Morgan Stanley, Cornerstone Advisors, LLC, Wells Fargo & Company/mn, LPL Financial LLC, Commonwealth Equity Services, Llc, Royal Bank Of Canada, Cornerstone Strategic Value Fund Inc, Ameriprise Financial Inc, and J.w. Cole Advisors, Inc. .
Reaves Utility Income Fund (NYSEAM:UTG) 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 9, 2025 is 37.20 / share. Previously, on September 10, 2024, the share price was 30.92 / share. This represents an increase of 20.31% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 362,956 | 366.21 | 13,132 | 418.40 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 616,607 | 2.90 | 22,309 | 14.41 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 300 | -0.33 | 11 | 25.00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 8,215 | 298 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 26,913 | 5.38 | 974 | 17.09 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 58,209 | 7.56 | 2,106 | 19.53 | ||||
| 2025-05-06 | 13F | Kovack Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 382,317 | -22.02 | 13,827 | -12.98 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5,604 | -8.19 | 203 | 2.02 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 192,359 | 3.88 | 6,960 | 15.50 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 50,949 | -19.13 | 1,843 | -10.10 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 36,009 | 8.18 | 1 | 0.00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 14,011 | -7.00 | 507 | 3.27 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7,095 | 257 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 358 | 0.00 | 13 | 9.09 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 175 | 0.00 | 6 | 20.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 509,049 | 3.98 | 18 | 20.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 140,633 | 6.95 | 5,088 | 18.93 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 69,699 | 0.14 | 2,522 | 11.35 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 3,795 | 0.00 | 123 | 2.50 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 132,011 | -13.26 | 4,776 | -3.55 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 40,221 | -31.59 | 1,455 | -23.94 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 574 | 0.00 | 21 | 11.11 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 10,700 | -1.42 | 387 | 9.63 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8,638 | 313 | ||||||
| 2025-08-13 | 13F | Allie Family Office LLC | 6,490 | 0.00 | 235 | 10.90 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 19,185 | 0.15 | 734 | 17.82 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 7,195 | 10.78 | 260 | 23.22 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 14,849 | 26.29 | 537 | 40.58 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 249,394 | -6.90 | 9,023 | 3.51 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 12,809 | -6.45 | 463 | 4.04 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 5,232 | 0.69 | 189 | 11.83 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 590 | 0.00 | 21 | 16.67 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 10,000 | 0.00 | 362 | 11.08 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 1,700 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 98,261 | 1.40 | 3,555 | 12.75 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 950 | 0.00 | 34 | 13.33 | ||||
| 2025-07-22 | 13F | Kercheville Advisors, LLC | 34,770 | -2.16 | 1,258 | 8.74 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 12,464 | -8.39 | 451 | 1.81 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 17,207 | -5.04 | 623 | 5.60 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 228 | -70.47 | 8 | -68.00 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 80,660 | -0.28 | 2,625 | 2.38 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 234 | 0.00 | 8 | 14.29 | ||||
| 2025-08-14 | 13F | UBS Group AG | 188,829 | 7.57 | 6,832 | 19.59 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 12,104 | 438 | ||||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 9,014 | 326 | ||||||
| 2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF | 9,808 | -11.53 | 322 | -12.05 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 153 | 6 | ||||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 26,170 | 1.83 | 947 | 13.16 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 255,169 | 14.06 | 9,232 | 26.82 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 72 | 1.41 | 0 | |||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 20,000 | 30.85 | 724 | 73.80 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 13,284 | -9.90 | 481 | 0.21 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 22,606 | 7.27 | 818 | 19.27 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 5,677 | 3.77 | 205 | 15.17 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 30,825 | 9.25 | 1,115 | 21.46 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 11,711 | 7.18 | 424 | 19.15 | ||||
| 2025-05-12 | 13F | Wolverine Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 4,225 | 0.00 | 153 | 10.95 | ||||
| 2025-07-28 | 13F/A | Penbrook Management LLC | 6,075 | -37.53 | 220 | -30.70 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 10,882 | 6.01 | 394 | 17.66 | ||||
| 2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 482,478 | 74.39 | 17,456 | 93.91 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 254 | 9 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 5,640 | 204 | ||||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 14,045 | 29.21 | 508 | 43.91 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 17,658 | -16.50 | 1 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 0 | 0 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 7,586 | 7.91 | 274 | 20.18 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 150,194 | 0.55 | 5,434 | 11.81 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 150,407 | 0.73 | 5,442 | 12.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 493,887 | -1.45 | 17,868 | 9.57 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 19,814 | 1.30 | 717 | 12.58 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 67,552 | 1.45 | 2,444 | 12.83 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 26,762 | 6.03 | 968 | 17.90 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 5,819 | 211 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Family Office Research LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,510 | 7.99 | 848 | 13.83 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 7,564 | 5.22 | 275 | 16.10 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 7,982 | -7.85 | 289 | 2.49 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 645 | 23 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 36,177 | 2.84 | 1,309 | 14.34 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 732,485 | 80.17 | 26,501 | 100.33 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 359,116 | -2.20 | 12,993 | 8.74 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 485 | 0.00 | 18 | 13.33 | ||||
| 2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Welch Group, LLC | 22,500 | 18.32 | 814 | 31.93 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 15,246 | -11.98 | 552 | -2.13 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 237,084 | 1.35 | 8,579 | 12.71 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6,751 | 1.86 | 244 | 16.19 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 975,172 | 1.53 | 35,282 | 12.89 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 28,890 | 0.71 | 1,045 | 12.00 | ||||
| 2025-05-06 | 13F | Readystate Asset Management Lp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 16,802 | -2.26 | 608 | 8.59 | ||||
| 2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 22,900 | 829 | ||||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 6,679 | 2.39 | 242 | 13.68 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 5,664 | 204 | ||||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 15,310 | 1.88 | 554 | 13.09 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 14,039 | 508 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 267 | 10 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 201 | 7 | ||||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 21,050 | 4.54 | 762 | 16.18 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4,289 | 38.89 | 155 | 58.16 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 13,254 | 8.37 | 480 | 20.65 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 20,496 | 742 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 178,906 | -18.82 | 6,473 | -9.74 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 12,374 | 448 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | -100.00 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11,241 | 407 | ||||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 7,941 | 1.33 | 287 | 12.55 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 32,143 | 1.05 | 1,163 | 12.27 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,461 | 73.93 | 53 | 92.59 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8,335 | -5.01 | 302 | 5.61 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 13,726 | 4.21 | 497 | 15.89 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Carnegie Lake Advisors LLC | 28,609 | -7.59 | 1 | 0.00 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 320 | 0.00 | 12 | 10.00 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 830 | 1.22 | 30 | 15.38 | ||||
| 2025-08-04 | 13F | ELCO Management Co., LLC | 7,550 | -0.66 | 273 | 10.53 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 57,609 | -0.59 | 2,084 | 10.56 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 22,769 | 2.36 | 1 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5,808 | 210 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 51,173 | -7.98 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 395 | 0.00 | 14 | 16.67 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 7,744 | 13.67 | 280 | 26.70 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 7,077 | 0.00 | 256 | 11.30 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 995 | 0.00 | 36 | 9.38 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 9,667 | 0.00 | 350 | 11.15 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 14,844 | 537 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 24,350 | 0.00 | 881 | 11.11 | ||||
| 2025-07-02 | 13F | Neville Rodie & Shaw Inc | 12,701 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Nwam Llc | 7,480 | 20.45 | 285 | 41.09 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 93,563 | 36.82 | 3 | 50.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 34,599 | 86.71 | 1,252 | 107.81 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 6,406 | 232 | ||||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 20,000 | 1 | ||||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 632,944 | 1.33 | 22,900 | 12.66 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8,694 | 6.00 | 315 | 18.05 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 8,761 | -9.74 | 317 | 0.32 | ||||
| 2025-04-25 | 13F | Albion Financial Group /ut | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,043,401 | 11.74 | 37,750 | 24.24 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 17,087 | 30.03 | 618 | 44.73 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1,450 | 0.00 | 52 | 10.64 | ||||
| 2025-05-15 | 13F | Parvin Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 6,142 | 222 | ||||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 11,550 | -4.94 | 418 | 5.57 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 14,725 | -5.66 | 533 | 4.93 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2,500 | 0.00 | 90 | 11.11 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 100 | 0.00 | 4 | 0.00 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 9,600 | 9.71 | 347 | 22.18 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 550 | 0.00 | 20 | 11.76 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4,000 | -0.77 | 145 | 9.92 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 100 | 0.00 | 4 | 0.00 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 10,000 | 362 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 11,620 | 47.72 | 420 | 64.71 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 613 | 0.00 | 22 | 15.79 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,803 | 13.78 | 318 | 26.69 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 580 | 0.00 | 21 | 11.11 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 201 | 0.00 | 7 | 0.00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 4,430 | -6.12 | 160 | 4.58 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 57,193 | -9.29 | 2,069 | 0.88 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 91,696 | 3.85 | 3 | 50.00 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 250 | 0.00 | 9 | 12.50 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 5,650 | 204 | ||||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 356 | 0.00 | 0 | |||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 22,283 | 806 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 54,102 | -2.54 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1,500 | 0.00 | 54 | 12.50 | ||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 9,808 | -7.99 | 355 | 2.31 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,664 | 96 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,216 | 0.25 | 116 | 11.54 | ||||
| 2025-07-25 | 13F | Orca Investment Management, LLC | 9,775 | 0.00 | 354 | 11.01 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 340 | 12 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,442 | 0.00 | 52 | 13.04 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 58,928 | 17.60 | 2,132 | 30.80 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 554 | 0.00 | 20 | 11.11 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 15,575 | 0.00 | 564 | 11.26 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1,246 | 0.00 | 45 | 12.50 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 32,998 | 6.06 | 1,194 | 17.89 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 1,000 | 0.00 | 36 | 12.50 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 12,841 | 465 | ||||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 34,500 | 43.75 | 1,248 | 50.72 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 90,450 | 3,518.00 | 2 | -97.53 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1,622 | 1.69 | 59 | 13.73 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16,096 | 2.73 | 582 | 14.34 | ||||
| 2025-08-14 | 13F | Comerica Bank | 19,164 | 1.70 | 693 | 13.05 | ||||
| 2025-05-07 | 13F | Ramirez Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 131,812 | -3.16 | 4,769 | 7.65 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 200 | 0.00 | 7 | 16.67 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 19,579 | -5.87 | 708 | 4.73 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,692 | 61 | ||||||
| 2025-07-09 | 13F | Sunpointe, LLC | 17,774 | -25.10 | 643 | -16.71 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 0 | 0 | ||||||
| 2025-07-17 | 13F | XML Financial, LLC | 49,655 | 3.62 | 1,797 | 15.20 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 40,375 | 21.78 | 1,461 | 35.44 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,253 | 0.00 | 45 | 12.50 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 8,150 | -6.25 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 6,250 | 1.63 | 226 | 13.00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 384 | 0.00 | 14 | 8.33 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 7,171 | 0.11 | 259 | 11.16 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,307 | -51.88 | 83 | -46.45 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 9,000 | 0.00 | 326 | 11.30 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 591 | 1.72 | 21 | 10.53 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 97,683 | 64.07 | 3,534 | 82.45 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,000 | 0.00 | 36 | 12.50 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 54,707 | 16.46 | 1,967 | 28.73 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 13,067 | 11.07 | 473 | 23.56 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 14,280 | 4.18 | 517 | 15.70 | ||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 24,534 | 0.22 | 888 | 11.43 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 98 | 0.00 | 4 | 0.00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,067 | -25.85 | 39 | -17.39 | ||||
| 2025-08-08 | 13F | Creative Planning | 23,109 | 3.42 | 836 | 14.99 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 10,875 | 0.00 | 393 | 11.33 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5,152 | 0.00 | 186 | 11.38 | ||||
| 2025-08-22 | NP | Cornerstone Total Return Fund Inc | 250,007 | 92.49 | 9,045 | 114.03 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 69,680 | 0.10 | 2,521 | 11.30 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 287,238 | 17.78 | 10,392 | 30.96 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 4,874 | -74.07 | 173 | -71.69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 111,791 | 42.31 | 4,045 | 58.22 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 14,736 | 549 | ||||||
| 2025-08-07 | 13F | Merrion Investment Management Co, LLC | 25,000 | 0.00 | 904 | 11.19 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 12,081 | 12.47 | 437 | 25.21 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 33,623 | 9.32 | 1,216 | 21.60 | ||||
| 2025-08-14 | 13F | Monetary Management Group Inc | 16,400 | 134.29 | 593 | 161.23 | ||||
| 2025-08-13 | 13F | Hollow Brook Wealth Management LLC | 7,606 | -11.90 | 275 | -1.79 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 1,560 | 0.00 | 56 | 12.00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 19,496 | 10.14 | 705 | 22.40 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 203,951 | 9.02 | 7,379 | 21.21 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 12,700 | 0.00 | 459 | 11.14 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 8,644 | 2.64 | 313 | 13.87 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 128,952 | 2.46 | 4,665 | 13.92 | ||||
| 2025-08-11 | 13F | Reaves W H & Co Inc | 88,623 | 1.64 | 3,206 | 13.01 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 28,073 | -0.67 | 1,016 | 10.45 | ||||
| 2025-04-14 | 13F | Bruce G. Allen Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 41,144 | -0.45 | 1,489 | 10.71 | ||||
| 2025-05-16 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 1,440 | 0.00 | 52 | 13.04 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 15,474 | 0.51 | 560 | 11.80 |
