Statistik Asas
| Pemilik Institusi | 190 total, 190 long only, 0 short only, 0 long/short - change of 4.95% MRQ |
| Purata Peruntukan Portfolio | 0.2740 % - change of 0.28% MRQ |
| Saham Institusi (Panjang) | 6,022,344 (ex 13D/G) - change of 0.35MM shares 6.18% MRQ |
| Nilai Institusi (Panjang) | $ 472,864 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF (US:VIOV) telah 190 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 6,022,344 saham. Pemegang saham terbesar termasuk Morgan Stanley, Aspiriant, Llc, N.E.W. Advisory Services LLC, UBS Group AG, Raymond James Financial Inc, One Day In July LLC, Gallagher Fiduciary Advisors, LLC, Atria Investments Llc, Envestnet Asset Management Inc, and Cannon Financial Strategists, Inc. .
Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF (ARCA:VIOV) 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 95.83 / share. Previously, on September 6, 2024, the share price was 88.15 / share. This represents an increase of 8.71% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 132 | 0.00 | 11 | 0.00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 3,834 | 328 | ||||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 46,817 | -41.64 | 4,006 | -40.53 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 2,533 | 217 | ||||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 11,210 | 0.00 | 959 | 2.02 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 56,259 | -13.98 | 4,814 | -12.28 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 185,189 | -9.98 | 15,847 | -8.21 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8,929 | -13.54 | 764 | -11.78 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 21,642 | 0.00 | 1,852 | 1.93 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 1,600 | 0.00 | 137 | 1.49 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,599 | 829.65 | 137 | 878.57 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 54,878 | -47.30 | 4,696 | -46.27 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 11,436 | 979 | ||||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 23,211 | -3.63 | 2 | -50.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 169,780 | 5.15 | 14,528 | 7.23 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1,328 | -1.85 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 14 | 0.00 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 348 | 0.00 | 30 | 0.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 130,481 | -0.29 | 11,169 | 1.68 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 234 | 0.00 | 20 | 5.26 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 172,189 | 5.12 | 14,734 | 7.20 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 327 | 0.00 | 28 | 0.00 | ||||
| 2025-07-29 | NP | VEVFX - Vanguard Explorer Value Fund Investor Shares | 24,599 | -74.20 | 2,025 | -76.35 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 91,247 | -1.80 | 8 | 0.00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 53 | 0.00 | 5 | 0.00 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 96 | 0.00 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 40,904 | 0.00 | 3,500 | 1.98 | ||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 3,200 | 0.00 | 274 | 1.87 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 136,238 | 0.52 | 11,658 | 2.51 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 349 | -14.67 | 30 | -14.71 | ||||
| 2025-04-23 | 13F | Saxony Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 90 | 0.00 | 8 | 0.00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 580 | 0.00 | 50 | 2.08 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 3,991 | 0.00 | 355 | 13.06 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,424 | 0.00 | 293 | 19.11 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 3,288 | 0.00 | 281 | 2.18 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 330 | 0.00 | 28 | 3.70 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 31,839 | -13.49 | 2,724 | -11.79 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 2,359 | 0.00 | 202 | -8.64 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 896 | -4.17 | 77 | -2.56 | ||||
| 2025-05-05 | 13F | Hollencrest Capital Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 1,890 | 0.00 | 162 | 1.90 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 2,919 | 1.60 | 250 | 3.32 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 17,564 | 22.89 | 1,503 | 25.27 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 41,557 | 7.87 | 3,556 | 10.02 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 235,086 | -7.61 | 20,116 | -5.78 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 10,081 | 863 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 3,253 | 0.37 | 278 | 2.58 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 369 | 0.00 | 32 | 3.33 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 24,815 | 9.65 | 2,123 | 11.80 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 32 | 0.00 | 3 | 0.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 74,302 | 229.60 | 6,647 | 251.51 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 168,970 | -0.86 | 14,459 | 1.09 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 15,020 | -42.33 | 1,285 | -41.19 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 22,390 | 1,916 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 5,200 | 96.90 | 446 | 101.36 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 20 | 0.00 | 2 | 0.00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2 | -91.67 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,189 | 927.70 | 187 | 1,000.00 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 123,949 | 14.91 | 10,606 | 17.18 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 20,708 | -87.72 | 1,772 | -87.48 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 20,076 | 1.35 | 1,718 | 3.31 | ||||
| 2025-08-14 | 13F | Marquette Associates, Inc. | 38,278 | 3,275 | ||||||
| 2025-05-14 | 13F | Atomi Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 69,561 | 5,952 | ||||||
| 2025-08-08 | 13F | Bailard, Inc. | 8,171 | 699 | ||||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 3,934 | 15.16 | 337 | 17.48 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 8,666 | 0.00 | 742 | 1.93 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 171 | 0.00 | 15 | 0.00 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 21,979 | 30.84 | 1,881 | 33.43 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 8,656 | 35.31 | 1 | |||||
| 2025-07-11 | 13F | Diversified Trust Co | 6,377 | 546 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 28,474 | -50.05 | 2 | -50.00 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 6,334 | 542 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 25,608 | 0.00 | 2,191 | 2.00 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 3,105 | 0.03 | 266 | 1.92 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 38,651 | -8.92 | 3,307 | -7.16 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,358 | -26.44 | 287 | -24.87 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 746 | 0.00 | 66 | 6.45 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 103,387 | 43.49 | 8,847 | 46.31 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 17 | 0.00 | 1 | 0.00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 8,581 | 0.32 | 734 | 2.37 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7,906 | -6.30 | 1 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10,539 | 902 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 78 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 25,911 | -4.35 | 2,217 | -2.46 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 2,297 | 272.29 | 197 | 284.31 | ||||
| 2025-05-14 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 860 | 0.70 | 74 | 2.82 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 23,641 | 1.35 | 2 | 100.00 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1,450 | -28.92 | 124 | -27.49 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 28 | 0.00 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1,175 | 0.00 | 101 | 2.04 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 34 | 0.00 | 3 | 0.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 38,598 | 4.21 | 3,303 | -4.46 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 7,800 | 0.00 | 667 | 1.99 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 27,780 | 4.02 | 2,377 | 6.12 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 69,170 | 5,919 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 584 | 0.00 | 50 | 0.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 5,774 | -0.09 | 494 | 2.07 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 18,127 | 178.79 | 1,551 | 184.59 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 90,527 | -4.51 | 8 | 0.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | 0 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 136 | -5.56 | 12 | -8.33 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 5,880 | 20.49 | 503 | 22.98 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 220 | 0.00 | 19 | 0.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7,346 | 629 | ||||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,068 | 0.00 | 91 | 2.25 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 174 | 0.58 | 15 | 0.00 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 105,065 | 4.77 | 8,990 | 6.83 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 3,942 | 0.20 | 337 | 2.12 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 340,934 | 957.09 | 29,174 | 978.09 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 2,964 | 2.53 | 254 | 4.55 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 28,677 | -17.23 | 2,454 | -15.62 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Snider Financial Group | 3,997 | -3.10 | 342 | -1.16 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 19,117 | 274.77 | 1,636 | 282.01 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 637 | 0.00 | 55 | -8.47 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 47,490 | 5.76 | 4,064 | 7.86 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 12,814 | 0.00 | 1,096 | 2.33 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 10,746 | 17.19 | 920 | 19.51 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 6,051 | -36.71 | 518 | -35.54 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Huntington National Bank | 3 | 200.00 | ||||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 34,355 | -1.15 | 2,940 | 0.79 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 8,116 | -7.63 | 694 | -5.83 | ||||
| 2025-07-09 | 13F | First Bank & Trust | 78,422 | 0.00 | 6,711 | 1.98 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 16,331 | 4.25 | 1,397 | 6.32 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 14,055 | 9.93 | 1,256 | 30.16 | ||||
| 2025-05-15 | 13F | Lido Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 2,958 | 0.00 | 253 | 2.02 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 7,891 | 675 | ||||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 13 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 4,044 | 0.35 | 346 | 2.37 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 206 | 0.49 | 18 | 0.00 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 4,729 | -49.67 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 495 | 42 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 2,879 | 246 | ||||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 3,062 | 1.09 | 269 | 5.51 | ||||
| 2025-04-30 | 13F | Stratos Wealth Partners, LTD. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 102 | 9 | ||||||
| 2025-08-13 | 13F | Sepio Capital, LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 64,815 | 6 | ||||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 78,364 | -42.57 | 7 | -45.45 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Bokf, Na | 62 | 5 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 893 | 0.00 | 75 | -10.84 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,007 | 0.20 | 86 | 2.38 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 75,000 | 6,418 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 133 | 3.91 | 11 | 10.00 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Chicago Partners Investment Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 4,955 | -5.85 | 424 | -4.08 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 3,731 | -8.62 | 319 | -6.73 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 39,364 | -0.52 | 3,368 | 1.45 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 24,399 | -8.28 | 2,088 | -6.50 | ||||
| 2025-04-29 | 13F | Fairway Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 322,805 | -8.79 | 27,622 | -6.99 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 208 | 18 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 17,876 | -28.83 | 1,530 | -27.43 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1,924 | 6.95 | 165 | 9.33 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 132,040 | -5.80 | 11,299 | -3.94 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 200 | 0.00 | 17 | 6.25 | ||||
| 2025-05-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 4,273 | 0.09 | 366 | 1.96 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 6,741 | -3.52 | 1 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 30,893 | -0.74 | 2,643 | 1.23 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 159,234 | 35.87 | 13,626 | 38.56 | ||||
| 2025-07-17 | 13F | Saxon Interests, Inc. | 29,953 | 0.00 | 2,514 | 0.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 20,178 | -13.63 | 1,727 | -11.94 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 16,300 | 1,395 | ||||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 734 | 0.00 | 63 | 1.64 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 96,376 | -0.86 | 8,247 | 1.09 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4,438 | 0.00 | 380 | 1.88 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 8,017 | -25.29 | 686 | -23.78 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 71,452 | 1.93 | 6 | 20.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 3,706 | -30.30 | 317 | -28.92 | ||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 2,817 | 241 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 56,544 | 10.54 | 5,067 | 26.15 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 114 | 0.00 | 10 | 0.00 | ||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 90,596 | 2.16 | 7,752 | 4.18 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 11,684 | -5.35 | 1,000 | -3.48 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 39 | 0 | ||||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 12,070 | 0.00 | 1,033 | 1.98 | ||||
| 2025-04-14 | 13F | Octavia Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 101 | 9.78 | 9 | 0.00 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 10,185 | 60.49 | 872 | 63.72 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4,165 | 13.15 | 356 | 15.58 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 139 | 0.00 | 12 | 0.00 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 3,130 | 0.00 | 268 | 1.91 | ||||
| 2025-08-14 | 13F | UBS Group AG | 301,363 | -2.39 | 25,788 | -0.46 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 216 | 0.00 | 18 | 0.00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90,984 | 1,388.37 | 7,785 | 1,420.51 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 7,637 | 14.51 | 653 | 16.82 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 13,980 | 0.00 | 1,196 | 1.96 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 23,348 | 1,998 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | First Manhattan Co | 122,225 | -0.97 | 10,459 | 0.98 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 350,506 | 8.24 | 29,993 | 10.37 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 6,791 | 0.00 | 581 | 2.11 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4,204 | -21.97 | 360 | -20.58 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 123,166 | 20.01 | 10,539 | 22.38 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 25,721 | -25.98 | 2,200 | -24.55 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 52 | 0.00 | 4 | 0.00 | ||||
| 2025-05-08 | 13F | Parkside Financial Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 4,679 | -8.92 | 400 | -7.19 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 926 | 1,870.21 | 79 | 2,533.33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5,792 | 1.22 | 496 | 3.13 |
