Statistiques de base
Propriétaires institutionnels | 201 total, 200 long only, 0 short only, 1 long/short - change of -2,90% MRQ |
Allocation moyenne du portefeuille | 0.1099 % - change of -7,10% MRQ |
Actions institutionnelles (Long) | 6 581 938 (ex 13D/G) - change of -0,45MM shares -6,42% MRQ |
Valeur institutionnelle (Long) | $ 642 080 USD ($1000) |
Participation institutionnels et actionnaires
Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF (US:PDP) détient 201 des propriétaires institutionnels et des actionnaires qui ont déposé des formulaires 13D/G ou 13F auprès de la Securities Exchange Commission (SEC). Ces institutions détiennent un total de 6,581,938 actions. Les principaux actionnaires incluent Morgan Stanley, Raymond James Financial Inc, Wells Fargo & Company/mn, Bank Of America Corp /de/, Commonwealth Equity Services, Llc, LPL Financial LLC, NewSquare Capital LLC, Royal Bank Of Canada, Summit Financial, LLC, and UBS Group AG .
Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF (NasdaqGM:PDP) la structure de l'actionnariat institutionnel indique les positions actuelles des institutions et des fonds dans l'entreprise, ainsi que les derniers changements dans le volume des positions. Les principaux actionnaires peuvent être des investisseurs individuels, des fonds communs de placement, des fonds spéculatifs ou des institutions. L'annexe 13D indique que l'investisseur détient (ou a détenu) plus de 5 % de l'entreprise et qu'il a l'intention (ou a eu l'intention) de poursuivre activement un changement de stratégie commerciale. L'annexe 13G indique un investissement passif de plus de 5 %.
The share price as of September 9, 2025 is 113,93 / share. Previously, on September 10, 2024, the share price was 96,06 / share. This represents an increase of 18,60% over that period.
Indice de confiance des fonds
L'indice de confiance des fonds (anciennement score d'accumulation de participation) trouve les actions qui sont les plus achetées par les fonds. Il est le résultat d'un modèle quantitatif sophistiqué à plusieurs facteurs qui identifie les entreprises avec les niveaux les plus élevés d'accumulation institutionnelle. Le modèle de notation utilise une combinaison de l'augmentation totale des propriétaires déclarés, des variations des allocations de portefeuille chez ces propriétaires et d'autres indicateurs. Le chiffre varie de 0 à 100, les chiffres plus élevés indiquant un niveau d'accumulation plus élevé par rapport aux autres entreprises, 50 étant la moyenne.
Fréquence de mise à jour : Quotidienne
Ratio put/call institutionnel
En plus de signaler les actions et les dettes standard, les institutions ayant plus de 100 millions d'actifs sous gestion doivent également divulguer leurs positions en options de vente et d'achat. Étant donné que les options de vente indiquent généralement une confiance négative, et les options d'achat indiquent une confiance positive, nous pouvons avoir une idée de la confiance institutionnelle globale en traçant le ratio des ventes à découvert par rapport aux achats d'options. Le graphique à droite trace l'historique du ratio des ventes à découvert/achats d'options pour cet instrument.
L'utilisation du ratio put/call comme indicateur de la confiance des investisseurs permet de pallier à l'une des principales lacunes de l'utilisation de la participation institutionnelle totale, à savoir qu'une part importante des actifs sous gestion est investie passivement pour suivre les indices. Les fonds gérés passivement n'achètent généralement pas d'options, de sorte que l'indicateur du ratio put/call suit de plus près la confiance des fonds gérés activement.
Déclarations 13F et NPORT
Les détails des déclarations 13F sont gratuits. Les détails des déclarations NP nécessitent une adhésion premium. Les lignes vertes indiquent de nouvelles positions. Les lignes rouges indiquent des positions clôturées. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Mettre à niveau
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Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Bank Of America Corp /de/ | 447 994 | 0,16 | 48 648 | 8,78 | ||||
2025-08-14 | 13F | Comerica Bank | 10 408 | 138,28 | 1 130 | 159,17 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 11 610 | -3,39 | 1 261 | 4,91 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 16 062 | 66,69 | 1 744 | 81,10 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 2 016 | -40,98 | 219 | -36,07 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 4 200 | 4,48 | 456 | 13,72 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 6 300 | 36,96 | 684 | 49,02 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 14 300 | 450,00 | 1 553 | 499,23 | |||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 180 567 | -0,05 | 20 | 5,56 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 700 | 0,00 | 76 | 10,14 | ||||
2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 21 943 | -0,32 | 2 383 | 8,27 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 26 304 | 0,77 | 2 856 | 9,47 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 357 | 292,83 | 256 | 332,20 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 2 298 | -35,32 | 250 | -29,86 | ||||
2025-07-17 | 13F | PMG Wealth Management, Inc. | 9 615 | 20,07 | 1 044 | 30,50 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2 585 | -6,00 | 281 | 2,19 | ||||
2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 6 | 0,00 | 1 | |||||
2025-08-08 | 13F | MTM Investment Management, LLC | 30 942 | -4,52 | 3 360 | 3,16 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 3 133 | 20,78 | 340 | 31,27 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 66 358 | -6,73 | 7 206 | 0,78 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 053 | 114 | ||||||
2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-15 | 13F | Morgan Stanley | 699 375 | 2,85 | 75 945 | 11,71 | ||||
2025-07-18 | 13F | Consolidated Planning Corp | 4 815 | 0,00 | 523 | 8,52 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 3 525 | -4,42 | 383 | 4,09 | ||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | NewSquare Capital LLC | 311 658 | -4,99 | 33 843 | 3,19 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 356 | 0,00 | 39 | 8,57 | ||||
2025-07-14 | 13F | Abound Wealth Management | 80 | 0,00 | 9 | 14,29 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 109 | 0,00 | 12 | 0,00 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 5 265 | 10,94 | 572 | 20,46 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 9 254 | -5,37 | 1 005 | 2,76 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 12 | 0 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 017 | 2,55 | 328 | 11,22 | ||||
2025-07-24 | 13F | Blair William & Co/il | 24 920 | -5,14 | 2 706 | 3,05 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 4 395 | 0,00 | 477 | 8,66 | ||||
2025-07-15 | 13F | First City Capital Management, Inc. | 2 585 | 0,00 | 281 | 8,53 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 92 223 | 7,22 | 10 015 | 16,46 | ||||
2025-08-07 | 13F | Nwam Llc | 2 336 | -13,00 | 266 | -0,75 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 64 945 | -3,02 | 7 037 | 5,09 | ||||
2025-08-04 | 13F | Spire Wealth Management | 2 418 | -34,52 | 263 | -29,00 | ||||
2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 790 | 0,00 | 194 | 8,99 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 8 320 | -10,20 | 903 | -2,48 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 2 933 | 0,00 | 318 | 8,53 | ||||
2025-08-26 | 13F | Claris Financial LLC | 3 126 | -9,34 | 339 | -8,63 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 22 056 | -2,03 | 2 395 | 6,44 | ||||
2025-08-08 | 13F | Creative Planning | 5 695 | -4,54 | 618 | 3,69 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 18 360 | 2,28 | 1 994 | 3,21 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 802 | 0,00 | 87 | 8,75 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 308 669 | -11,68 | 33 518 | -4,08 | ||||
2025-08-11 | 13F | FSC Wealth Advisors, LLC | 203 | 0,00 | 22 | 10,00 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 11 607 | 0,00 | 1 314 | 13,18 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 178 693 | 1,11 | 19 404 | 9,81 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 9 930 | 0,00 | 1 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 20 615 | 83,70 | 2 | 100,00 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | BankPlus Trust Department | 1 832 | 0,00 | 199 | 8,20 | ||||
2025-07-09 | 13F | Post Resch Tallon Group Inc. | 2 250 | -17,58 | 244 | -10,29 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 101 | 0,00 | 11 | 0,00 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 20 316 | -0,05 | 2 206 | 8,56 | ||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | True North Advisors, LLC | 2 874 | 0,00 | 312 | 8,71 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 9 397 | -1,66 | 1 020 | 6,81 | ||||
2025-07-11 | 13F | Eagle Bay Advisors LLC | 3 519 | -38,92 | 382 | -33,57 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 187 | 0,00 | 20 | 11,11 | ||||
2025-07-29 | 13F | Private Trust Co Na | 4 522 | 0,00 | 491 | 8,63 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 90 032 | 0,97 | 9 777 | 9,66 | ||||
2025-08-01 | 13F | Shilanski & Associates, Inc. | 2 221 | 0,00 | 241 | 8,56 | ||||
2025-08-12 | 13F | Heritage Trust Co | 2 095 | 0,00 | 227 | 8,61 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 261 | 0,00 | 354 | 8,59 | ||||
2025-08-14 | 13F | UBS Group AG | 188 948 | -24,78 | 20 518 | -18,30 | ||||
2025-04-15 | 13F | Ibex Wealth Advisors | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 4 916 | 13,93 | 534 | 23,67 | ||||
2025-04-28 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | WFA Asset Management Corp | 100 | 0,00 | 10 | 0,00 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 9 855 | 20,74 | 1 070 | 31,13 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 6 152 | -2,84 | 668 | 5,53 | ||||
2025-07-25 | 13F | Second Half Financial Partners, LLC | 7 435 | 1,18 | 807 | 9,95 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 800 | 0,00 | 87 | 8,86 | ||||
2025-08-11 | 13F | Citigroup Inc | 2 194 | 0,00 | 238 | 8,68 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 4 051 | 440 | ||||||
2025-04-21 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 36 048 | -0,92 | 3 914 | 7,62 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 84 604 | -13,77 | 9 187 | -6,34 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 1 000 | 0,00 | 109 | 9,09 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 96 | 0,00 | 10 | 11,11 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 57 | 0,00 | 6 | 20,00 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 18 956 | 0,01 | 2 058 | 8,66 | ||||
2025-07-15 | 13F | Kelly Financial Group Llc | 11 095 | -34,05 | 1 205 | -28,42 | ||||
2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 9 | 0,00 | 1 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Calton & Associates, Inc. | 16 256 | 6,15 | 1 765 | 15,28 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 3 517 | 20,61 | 382 | 30,93 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 139 701 | -5,69 | 15 170 | 2,43 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 134 | 15 | ||||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 7 809 | -9,88 | 848 | -2,19 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 157 | 0,00 | 16 | -6,25 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 2 190 | 0,00 | 238 | 8,72 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Summit Financial, LLC | 208 491 | 1,73 | 22 640 | 10,49 | ||||
2025-07-09 | 13F | Mirador Capital Partners LP | 2 000 | 217 | ||||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 4 926 | 0,02 | 535 | 8,54 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 2 772 | -0,61 | 299 | 7,58 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 23 361 | -36,57 | 2 537 | -31,12 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 2 716 | 0,00 | 295 | 8,49 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 7 418 | 1,77 | 806 | 10,58 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 410 | 0,00 | 45 | 22,22 | ||||
2025-08-13 | 13F | Keystone Financial Group | 2 051 | -6,77 | 223 | 1,37 | ||||
2025-08-01 | 13F | Delta Investment Management, LLC | 2 068 | 0,05 | 225 | 8,74 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 5 575 | 0,00 | 605 | 8,62 | ||||
2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 2 972 | 0,00 | 323 | 8,42 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 1 778 | 193 | ||||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 20 121 | 0,00 | 2 185 | 8,60 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 220 | 24 | ||||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4 182 | -28,13 | 454 | -21,86 | ||||
2025-08-07 | 13F | Strategy Asset Managers Llc | 3 681 | -1,52 | 400 | 6,97 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15 162 | -5,04 | 1 646 | 3,13 | ||||
2025-07-18 | 13F | Truist Financial Corp | 28 552 | -0,49 | 3 100 | 8,09 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 101 258 | 0,13 | 10 996 | 8,75 | ||||
2025-08-04 | 13F | Golden Road Advisors Llc | 3 235 | 0,00 | 351 | 8,67 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 251 | 0,00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 17 960 | 131,62 | 1 950 | 151,61 | ||||
2025-08-07 | 13F | Private Advisory Group LLC | 12 225 | 37,31 | 1 328 | 49,10 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 99 237 | -2,01 | 10 829 | 6,94 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 2 831 | 0,00 | 307 | 8,48 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 5 878 | -10,20 | 638 | -2,45 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 842 | 200 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 1 658 | -4,88 | 180 | 3,45 | ||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 5 160 | 0,04 | 560 | 8,74 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 3 383 | -0,24 | 367 | 8,26 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 1 186 | 0,00 | 129 | 8,47 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 4 541 | 0,00 | 493 | 8,83 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 10 242 | 0,03 | 1 112 | 8,70 | ||||
2025-04-23 | 13F | Win Advisors, Inc | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 3 264 | -7,01 | 0 | |||||
2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 28 | 0,00 | 3 | 50,00 | ||||
2025-07-30 | 13F | Capital Wealth Alliance, LLC | 5 937 | 7,28 | 644 | 16,67 | ||||
2025-07-07 | 13F | Investors Research Corp | 75 | 0,00 | 8 | 14,29 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | G&S Capital LLC | 23 086 | -14,73 | 2 507 | -7,39 | ||||
2025-07-22 | 13F | Strid Group, LLC | 111 644 | -5,96 | 12 123 | 2,14 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 36 546 | -0,17 | 4 | 0,00 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 2 674 | 1,10 | 290 | 9,85 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 376 028 | -1,99 | 41 | 5,26 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 466 | 0,00 | 51 | 8,70 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 44 | 0,00 | 5 | 0,00 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 11 893 | 3,03 | 1 292 | 11,87 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 3 554 | 0,00 | 386 | 8,45 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 8 305 | -4,22 | 902 | 4,04 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 19 581 | -0,20 | 2 125 | 8,36 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 2 123 | 0,00 | 231 | 8,49 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 3 000 | 0,00 | 326 | 8,70 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 100 | 0,00 | 0 | |||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 45 817 | -1,67 | 4 975 | 6,81 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 3 830 | 0,00 | 416 | 8,64 | ||||
2025-08-27 | 13F/A | Putney Financial Group LLC | 133 | 0,00 | 14 | 7,69 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 300 | 0,00 | 33 | 10,34 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 16 293 | -2,51 | 1 769 | 5,93 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 1 140 | 0,00 | 124 | 8,85 | ||||
2025-07-11 | 13F | Trinity Wealth Management, LLC | 3 482 | -0,20 | 378 | 8,62 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 5 469 | -2,08 | 594 | 6,27 | ||||
2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Scotia Capital Inc. | 7 973 | -0,13 | 865 | 8,40 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 477 156 | -10,64 | 51 814 | -2,94 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 528 | 0,00 | 57 | 7,69 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 3 051 | 0 | ||||||
2025-07-24 | 13F | Costello Asset Management, INC | 631 | 0,16 | 68 | 7,94 | ||||
2025-07-10 | 13F | Selective Wealth Management, Inc. | 2 798 | 0,00 | 306 | 14,61 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 116 039 | -8,99 | 12 601 | -1,49 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 114 | 0,00 | 12 | 9,09 | ||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 6 574 | 0,00 | 714 | 8,52 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 94 102 | 18,93 | 10 219 | 29,16 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 200 | 0,00 | 22 | 10,53 | ||||
2025-08-14 | 13F | Fmr Llc | 7 838 | 2,06 | 851 | 10,95 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 11 288 | 10,45 | 1 226 | 19,98 | ||||
2025-07-24 | 13F | Eastern Bank | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 3 130 | -3,10 | 350 | 8,05 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 22 508 | -1,87 | 2 444 | 6,59 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 927 | 0,00 | 101 | 8,70 | ||||
2025-08-08 | 13F | Capital Investment Counsel, Inc | 392 | 0,00 | 43 | 7,69 | ||||
2025-07-15 | 13F | Affinity Wealth Management Llc | 2 057 | 0,00 | 223 | 8,78 | ||||
2025-08-07 | 13F | Allworth Financial LP | 1 615 | 0,00 | 175 | 10,06 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 49 | 0,00 | 5 | 25,00 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Mullooly Asset Management, Inc. | 6 552 | 0,05 | 711 | 8,72 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 16 763 | -1,29 | 1 820 | 7,25 | ||||
2025-08-14 | 13F | Colony Group, LLC | 13 197 | 1,46 | 1 433 | 10,23 | ||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 2 000 | 217 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 324 446 | -8,37 | 35 232 | -0,47 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Main Street Group, LTD | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 943 | -6,63 | 102 | 2,00 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 174 | 0,00 | 19 | 5,88 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 16 262 | -1,38 | 1 766 | 7,10 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | TKG Advisors, LLC | 3 427 | -11,19 | 372 | -3,38 | ||||
2025-07-23 | 13F | Trueblood Wealth Management, LLC | 1 910 | 207 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 594 | 0,00 | 65 | 8,47 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-12 | 13F | MAI Capital Management | 300 | 0,00 | 33 | 10,34 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 4 596 | 0,00 | 499 | 8,71 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2 926 | 1,74 | 318 | 10,45 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 1 950 | 212 | ||||||
2025-07-16 | 13F | Register Financial Advisors LLC | 12 | 0,00 | 1 | 0,00 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 62 518 | -4,70 | 6 789 | 3,49 | ||||
2025-08-05 | 13F | Welch & Forbes Llc | 2 419 | 0,00 | 263 | 8,71 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 73 556 | 4,01 | 7 987 | 12,97 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 24 933 | 2 707 | ||||||
2025-07-09 | 13F | Sapient Capital Llc | 3 454 | 0,00 | 375 | 8,70 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 28 877 | 12,31 | 3 136 | 13,30 | ||||
2025-07-10 | 13F | CWC Advisors, LLC. | 2 006 | 0,00 | 218 | 8,50 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4 790 | 8,37 | 520 | 17,91 | ||||
2025-07-22 | 13F | Red Tortoise LLC | 245 | 27 | ||||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 45 | 0,00 | 5 | 0,00 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 855 | 0,00 | 93 | 8,24 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 39 463 | 1,00 | 4 | 33,33 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 251 | 0,00 | 27 | 8,00 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 295 | 0,00 | 32 | 10,34 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 506 116 | -25,81 | 54 959 | -19,42 | ||||
2025-08-13 | 13F | JBR Co Financial Management Inc | 30 012 | -3,07 | 3 259 | 5,30 |