DNP - DNP Select Income Fund Inc. Aktier - Aktiekurs, institutionellt ägande, aktieägare (NYSE)

DNP Select Income Fund Inc.
US ˙ NYSE ˙ US23325P1049

Grundläggande statistik
Institutionella ägare 320 total, 320 long only, 0 short only, 0 long/short - change of −0,31% MRQ
Genomsnittlig portföljallokering 0.0901 % - change of −1,67% MRQ
Institutionella aktier (lång) 37 704 813 (ex 13D/G) - change of 1,27MM shares 3,49% MRQ
Institutionellt värde (lång) $ 335 432 USD ($1000)
Institutionellt ägande och aktieägare

DNP Select Income Fund Inc. (US:DNP) har 320 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 37,704,813 aktier. Största aktieägare inkluderar Morgan Stanley, Royal Bank Of Canada, LPL Financial LLC, Wells Fargo & Company/mn, Baird Financial Group, Inc., Advisor Group Holdings, Inc., Cetera Investment Advisers, Commonwealth Equity Services, Llc, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, and J.w. Cole Advisors, Inc. .

DNP Select Income Fund Inc. (NYSE:DNP) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

The share price as of September 9, 2025 is 9,92 / share. Previously, on September 10, 2024, the share price was 9,75 / share. This represents an increase of 1,74% over that period.

DNP / DNP Select Income Fund Inc. Institutional Ownership
Fondsentimentets poäng

Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.

Uppdateringsfrekvens: Dagligen

Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.

Institutionell sälj/köp-kvot

Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.

Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.

DNP / DNP Select Income Fund Inc. Historical Put/Call Ratio
13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-18 13F Geneos Wealth Management Inc. 6 024 0,00 59 −1,69
2025-07-18 13F Chelsea Counsel Co 8 300 82
2025-08-04 13F Assetmark, Inc 0 −100,00 0
2025-08-13 13F Baird Financial Group, Inc. 1 659 329 0,63 16 245 −0,39
2025-08-11 13F VSM Wealth Advisory, LLC 1 904 15,18 19 12,50
2025-07-31 13F City State Bank 4 000 0,00 39 0,00
2025-08-14 13F Integrated Wealth Concepts LLC 0 −100,00 0
2025-05-12 13F Sandy Spring Bank 2 051 −58,57 20 −53,49
2025-07-24 13F Us Bancorp \de\ 73 346 0,00 718 −0,97
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 6 300 0,00 62 −1,61
2025-08-11 13F Pin Oak Investment Advisors Inc 9 750 0,00 0
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 109 539 0,84 1 072 −0,19
2025-07-28 13F Mutual Advisors, LLC 11 706 3,01 115 6,48
2025-07-31 13F Oppenheimer & Co Inc 83 517 1,15 818 0,12
2025-08-12 13F Kimelman & Baird, LLC 2 000 0,00 20 0,00
2025-08-12 13F CIBC Private Wealth Group, LLC 3 076 −27,42 30 −18,92
2025-08-13 13F Virtue Capital Management, LLC 119 012 −3,50 1 165 −4,27
2025-08-13 13F Colonial Trust Co / SC 17 497 0,00 171 −1,16
2025-08-08 13F Hudock, Inc. 23 240 0,00 228 −0,87
2025-07-08 13F Nbc Securities, Inc. 6 124 0,00 0
2025-07-11 13F Adirondack Trust Co 1 500 0,00 15 0,00
2025-08-12 13F Indie Asset Partners, LLC 45 000 −6,25 441 −7,17
2025-07-24 13F Vivid Wealth Management, LLC 10 947 0,86 107 0,00
2025-07-22 13F Mascoma Wealth Management LLC 12 765 0,00 125 −1,59
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-07-17 13F CWA Asset Management Group, LLC 10 828 0,00 106 −0,93
2025-07-09 13F Massmutual Trust Co Fsb/adv 195 0,00 2 0,00
2025-07-21 13F Ntv Asset Management Llc 17 195 2,01 168 1,20
2025-07-30 13F Brookstone Capital Management 61 957 9,67 607 8,60
2025-08-08 13F Foundations Investment Advisors, LLC 411 719 2,90 4 031 1,84
2025-08-14 13F Great Valley Advisor Group, Inc. 15 206 0,00 149 −1,33
2025-08-19 13F Advisory Services Network, LLC 271 886 −2,94 2 662 −3,94
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 7 911 0,00 77 −1,28
2025-08-13 13F WCG Wealth Advisors LLC 42 492 82,13 416 80,43
2025-07-11 13F Pinnacle Bancorp, Inc. 4 051 0,00 40 −2,50
2025-08-11 13F Semus Wealth Partners LLC 13 752 0,00 135 −1,47
2025-07-25 13F Apollon Wealth Management, LLC 786 903 −1,04 7 704 −2,05
2025-07-29 13F Two West Capital Advisors LLC 12 337 −1,02 121 5,22
2025-08-08 13F Capital Investment Advisory Services, LLC 40 537 −16,11 397 −16,98
2025-08-15 13F Morgan Stanley 3 375 242 −1,15 33 044 −2,14
2025-07-11 13F Fruth Investment Management 14 655 0,00 0
2025-07-28 13F Harbour Investments, Inc. 59 228 7,60 580 6,43
2025-05-01 13F Cutter & CO Brokerage, Inc. 0 −100,00 0
2025-07-29 13F TFC Financial Management 0 −100,00 0
2025-07-21 13F Stock Yards Bank & Trust Co 105 716 5,81 1 035 4,66
2025-07-25 13F Cerro Pacific Wealth Advisors LLC 0 −100,00 0
2025-08-12 13F Jacobi Capital Management LLC 33 005 7,61 323 6,60
2025-08-14 13F Cohen & Steers, Inc. 601 704 12,68 6 0,00
2025-05-14 13F Caitlin John, LLC 0 −100,00 0
2025-08-07 13F McClarren Financial Advisors, Inc. 0 −100,00 0
2025-05-08 13F Tandem Financial, LLC 0 −100,00 0
2025-07-22 13F MAS Advisors LLC 62 171 3,76 609 2,70
2025-07-29 13F Horst & Graben Wealth Management LLC 0 −100,00 0
2025-07-16 13F Arlington Capital Management, Inc. 41 287 0,25 404 −0,74
2025-04-09 13F McLean Asset Management Corp 0 −100,00 0
2025-08-08 13F Hartland & Co., LLC 1 329 0,00 13 0,00
2025-08-11 13F Novak & Powell Financial Services, Inc. 57 084 1,88 559 0,72
2025-07-18 13F Truist Financial Corp 96 139 12,85 941 11,76
2025-08-05 13F Aviance Capital Partners, LLC 64 927 0,26 636 −0,78
2025-07-29 13F Stratos Wealth Partners, LTD. 27 811 −0,92 272 −1,81
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1 299 663 5,66 12 724 4,27
2025-08-05 13F Key FInancial Inc 216 0,00 2 0,00
2025-07-25 13F Lion Street Advisors, LLC 13 060 0,00 128 −1,55
2025-08-13 13F Nicolet Advisory Services, Llc 25 877 52,11 252 60,51
2025-07-10 13F Focus Financial Network, Inc. 21 107 1,41 207 0,49
2025-08-13 13F Wealthquest Corp 17 500 0,00 171 −1,16
2025-08-12 13F NFP Retirement, Inc. 78 161 −19,50 765 −20,31
2025-08-13 13F Cresset Asset Management, LLC 41 953 3,23 413 2,23
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 6 488 −51,52 64 −45,76
2025-07-11 13F Farther Finance Advisors, LLC 32 434 4,00 318 3,93
2025-07-15 13F Bay Capital Advisors, LLC 11 400 −9,52 112 −10,48
2025-07-29 13F Private Trust Co Na 3 500 0,00 34 0,00
2025-07-30 13F D.a. Davidson & Co. 169 018 −0,02 1 655 −1,08
2025-08-13 13F Cerity Partners LLC 50 828 −6,20 498 −7,10
2025-05-19 13F Smith Asset Management Co., LLC 423 516 1,46 4 189 13,77
2025-08-01 13F Envestnet Asset Management Inc 136 535 13,28 1 337 12,08
2025-07-18 13F Bartlett & Co. Wealth Management Llc 1 698 0,00 17 0,00
2025-07-07 13F Hoertkorn Richard Charles 25 866 0,00 253 −0,78
2025-08-08 13F Carl P. Sherr & Co., LLC 105 530 0,00 1 033 −0,96
2025-08-19 13F Anchor Investment Management, LLC 3 226 0,00 32 0,00
2025-07-29 13F Koshinski Asset Management, Inc. 94 323 −3,27 923 −4,25
2025-07-17 13F Global Trust Asset Management, LLC 2 350 0,00 23 0,00
2025-08-14 13F Apriem Advisors 17 400 0,00 170 −1,16
2025-08-12 13F Walled Lake Planning & Wealth Management, Llc 10 550 103
2025-08-14 13F Waters Parkerson & Co., Llc 20 404 0,00 200 −1,00
2025-07-18 13F Rogco, Lp 0 −100,00 0
2025-08-05 13F Alexander Randolph Advisory Inc 29 522 0,00 289 −0,69
2025-08-14 13F Wetherby Asset Management Inc 17 246 0,00 169 10,53
2025-04-22 13F Veridan Wealth LLC 22 076 218
2025-07-30 13F Whittier Trust Co 8 588 0,00 84 0,00
2025-07-29 13F Stratos Wealth Advisors, LLC 242 374 −1,49 2 373 −2,51
2025-08-04 13F Spire Wealth Management 2 539 0,00 25 −4,00
2025-07-16 13F/A CX Institutional 208 0,00 0
2025-08-05 13F GPS Wealth Strategies Group, LLC 12 000 0,00 117 −0,85
2025-08-05 13F Sigma Planning Corp 69 695 8,77 683 7,57
2025-07-21 13F Riverview Trust Co 1 000 0,00 10 0,00
2025-08-19 13F Cape Investment Advisory, Inc. 853 0,00 8 0,00
2025-07-25 13F Iron Financial, LLC 17 114 2,05 168 1,21
2025-08-05 13F Huntington National Bank 3
2025-07-31 13F Gill Capital Partners, Llc 26 309 0,00 258 −1,15
2025-05-15 13F Rivernorth Capital Management, Llc 0 −100,00 0
2025-07-25 13F Asset Planning,Inc 20 259 0,11 198 −1,00
2025-07-21 13F Future Financial Wealth Managment LLC 18 000 0,00 176 −1,12
2025-07-10 13F Contravisory Investment Management, Inc. 62 500 −30,94 612 −31,73
2025-07-16 13F TCI Wealth Advisors, Inc. 10 594 104
2025-07-22 13F Wealthcare Advisory Partners LLC 39 633 −0,14 388 −1,02
2025-08-08 13F Kingsview Wealth Management, LLC 149 956 33,05 1 468 31,78
2025-08-12 13F Jpmorgan Chase & Co 9 843 −2,97 96 −4,00
2025-04-14 13F Umb Bank N A/mo 0 −100,00 0
2025-07-23 13F Clear Creek Financial Management, LLC 62 834 −6,76 615 −7,66
2025-08-12 13F Resolute Wealth Strategies, LLC 48 566 2,12 475 1,06
2025-07-17 13F Independence Bank of Kentucky 9 644 −8,73 94 −9,62
2025-08-06 13F Golden State Wealth Management, LLC 4 000 0,00 39 0,00
2025-08-11 13F/A Suncoast Equity Management 27 098 1,36 265 0,38
2025-08-11 13F Hexagon Capital Partners LLC 15 000 0,00 147 −1,35
2025-08-12 13F Calton & Associates, Inc. 21 052 0,32 206 −0,48
2025-08-13 13F StoneX Group Inc. 102 323 −1,42 1 008 −1,95
2025-07-25 13F Sequoia Financial Advisors, LLC 13 899 0,00 136 −0,73
2025-08-04 13F Integrity Alliance, Llc. 0 −100,00 0
2025-07-22 13F Global Assets Advisory, LLC 11 995 11,59 117 17,00
2025-08-14 13F Financial Strategies Group, Inc. 30 846 299
2025-08-01 13F Boyd Watterson Asset Management Llc/oh 73 662 0,35 721 −0,69
2025-08-27 13F/A Brinker Capital Investments, LLC 16 365 1,84 160 1,27
2025-08-12 13F LPL Financial LLC 2 446 696 6,45 23 953 5,38
2025-08-13 13F Balanced Wealth Group Llc 32 571 12,03 319 10,80
2025-08-13 13F Northwestern Mutual Wealth Management Co 17 444 17,26 171 15,65
2025-08-11 13F HighTower Advisors, LLC 32 520 2,92 318 1,92
2025-07-29 13F Regions Financial Corp 0 −100,00 0
2025-07-25 13F Gw Henssler & Associates Ltd 17 235 0,00 169 −1,18
2025-08-13 13F Beacon Pointe Advisors, LLC 84 247 58,97 825 57,25
2025-08-15 13F First Heartland Consultants, Inc. 294 246 3,18 2 881 2,13
2025-08-14 13F Modern Wealth Management, LLC 14 699 0,00 144 −1,38
2025-07-25 13F Genesee Capital Advisors, LLC 14 952 0,00 146 −0,68
2025-07-29 13F Chicago Partners Investment Group LLC 29 456 0,00 289 1,77
2025-08-14 13F Wells Fargo & Company/mn 1 991 052 4,73 19 492 3,67
2025-05-08 13F Menard Financial Group LLC 0 −100,00 0
2025-07-22 13F Fortitude Advisory Group L.L.C. 13 265 0,00 130 4,88
2025-08-14 13F Sunbelt Securities, Inc. 3 800 0,00 34 −10,81
2025-08-12 13F Ames National Corp 26 845 93,90 263 92,65
2025-08-12 13F Bravias Capital Group, LLC 20 595 −7,35 202 −8,22
2025-08-12 13F MAI Capital Management 1 027 156,11 10 233,33
2025-07-25 13F Atria Wealth Solutions, Inc. 30 788 −65,39 302 −65,68
2025-08-14 13F IHT Wealth Management, LLC 209 525 −14,36 2 051 −15,21
2025-07-15 13F Kelly Financial Group Llc 22 928 0,00 226 −0,44
2025-08-12 13F Proequities, Inc. 0 0
2025-07-21 13F Crews Bank & Trust 3 338 0,00 33 −3,03
2025-08-11 13F Avantax Planning Partners, Inc. 11 241 0,00 110 −0,90
2025-08-13 13F EverSource Wealth Advisors, LLC 11 745 0,00 115 −1,72
2025-07-22 13F Merit Financial Group, LLC 31 565 309
2025-07-11 13F Annex Advisory Services, LLC 14 145 0,00 138 −0,72
2025-08-14 13F Mpwm Advisory Solutions, Llc 640 6
2025-07-08 13F Lowe Wealth Advisors, LLC 5 999 0,00 59 −1,69
2025-08-13 13F Dana Investment Advisors, Inc. 43 094 88,79 422 87,11
2025-08-14 13F Smartleaf Asset Management LLC 1 312 13
2025-08-06 13F Prospera Financial Services Inc 29 620 0,05 290 −1,03
2025-08-12 13F Coston, McIsaac & Partners 2 185 0,00 0
2025-08-11 13F Private Advisor Group, LLC 128 616 9,80 1 259 8,72
2025-05-12 13F Wolverine Asset Management Llc 0 −100,00 0
2025-07-23 13F Nbt Bank N A /ny 1 468 0,00 14 0,00
2025-08-05 13F Bank Of Montreal /can/ 25 081 0,00 246 −1,21
2025-08-14 13F Hrt Financial Lp 0 −100,00 0
2025-07-15 13F MCF Advisors LLC 8 817 0,00 86 −1,15
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 0 −100,00 0
2025-07-22 13F DAVENPORT & Co LLC 120 826 −1,69 1 183 −2,72
2025-08-07 13F Resources Investment Advisors, LLC. 11 675 −9,62 114 −10,24
2025-08-13 13F Luminist Capital LLC 1 100 11
2025-08-15 13F CI Private Wealth, LLC 35 440 −11,02 347 −11,96
2025-07-25 13F PrairieView Partners, LLC 1 309 0,00 0
2025-08-05 13F Lifeworks Advisors, LLC 15 019 −9,16 147 −9,82
2025-08-13 13F Scotia Capital Inc. 137 385 0,92 1 345 −0,07
2025-08-13 13F Russell Investments Group, Ltd. 1 439 0,00 14 0,00
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 61 688 −9,82 603 −10,95
2025-08-14 13F Vivaldi Capital Management, LLC 152 219 0,00 1 490 −1,00
2025-05-15 13F/A Orion Portfolio Solutions, LLC 16 070 1,07 159 12,86
2025-07-15 13F North Star Investment Management Corp. 4 542 0,00 44 0,00
2025-07-10 13F Exchange Traded Concepts, Llc 803 8
2025-08-14 13F Ameriprise Financial Inc 93 632 −32,67 917 −33,38
2025-07-23 13F Morey & Quinn Wealth Partners, LLC 0 −100,00 0
2025-08-11 13F Principal Securities, Inc. 2 443 −19,37 24 −11,54
2025-08-14 13F Talon Private Wealth, LLC 39 711 10,50 389 9,30
2025-07-01 13F Harbor Investment Advisory, Llc 5 475 0,00 54 −1,85
2025-08-14 13F Jane Street Group, Llc 34 302 336
2025-08-12 13F Global Retirement Partners, LLC 2 857 3,29 28 12,50
2025-04-17 13F Sowell Financial Services LLC 0 −100,00 0
2025-04-21 13F Ronald Blue Trust, Inc. 0 −100,00 0
2025-08-05 13F Cherry Tree Wealth Management, LLC 26 755 0,00 262 −1,14
2025-08-11 13F Delta Asset Management Llc/tn 2 606 0,00 26 0,00
2025-08-26 13F/A Thrivent Financial For Lutherans 56 525 −56,61 1 −100,00
2025-08-06 13F Legacy Investment Solutions, LLC 233 2
2025-07-25 13F Cwm, Llc 28 154 −0,35 0
2025-08-04 13F Center for Financial Planning, Inc. 1 324 0,00 13 −7,69
2025-08-29 13F Total Investment Management Inc 2 046 20
2025-07-09 13F First Financial Corp /in/ 144 0,00 1 0,00
2025-08-06 13F Commonwealth Equity Services, Llc 1 384 094 6,03 14 8,33
2025-08-08 13F Westbourne Investment Advisors, Inc. 68 700 673
2025-08-14 13F Colony Group, LLC 120 573 −2,87 1 180 −3,83
2025-08-01 13F Winebrenner Capital Management Llc 30 714 0,11 301 −0,99
2025-08-15 13F Kestra Advisory Services, LLC 120 809 41,21 1 183 39,72
2025-07-17 13F XML Financial, LLC 15 775 1,93 154 0,65
2025-08-14 13F Mml Investors Services, Llc 170 952 11,02 2 0,00
2025-08-13 13F Everstar Asset Management, LLC 108 185 0,00 1 059 −0,94
2025-08-14 13F/A Rockefeller Capital Management L.P. 177 841 0,81 1 741 −0,17
2025-07-16 13F Signaturefd, Llc 564 1,99 6 0,00
2025-07-30 13F Strategic Blueprint, LLC 0 −100,00 0
2025-08-14 13F Wealth Preservation Advisors, LLC 774 0,00 8 0,00
2025-08-18 13F N.E.W. Advisory Services LLC 126 346 −85,68 1 237 −85,83
2025-07-16 13F Essex Financial Services, Inc. 13 925 19,31 136 18,26
2025-08-13 13F Jones Financial Companies Lllp 0 −100,00 0
2025-07-25 13F Ruedi Wealth Management, Inc. 0 −100,00 0
2025-08-08 13F Tortoise Investment Management, LLC 63 838 2,03 625 0,97
2025-08-14 13F Mercer Global Advisors Inc /adv 26 043 73,79 255 72,79
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0
2025-08-06 13F Mark Sheptoff Financial Planning, Llc 4 891 0,00 48 −2,08
2025-08-13 13F Colonial Trust Advisors 6 775 0,00 66 −1,49
2025-08-08 13F Fortis Group Advisors, LLC 70 155 4 577,00 687 4 800,00
2025-08-04 13F Creative Financial Designs Inc /adv 11 299 −17,32 111 −18,52
2025-08-07 13F BOK Financial Private Wealth, Inc. 9 216 0,00 91 −1,10
2025-08-12 13F Gladstone Institutional Advisory LLC 75 911 10,97 743 9,91
2025-08-14 13F GWM Advisors LLC 52 318 31,39 512 30,28
2025-07-28 13F Axxcess Wealth Management, Llc 52 042 1,71 509 0,59
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 4 000 17,65 39 18,18
2025-08-08 13F Investment Partners, Ltd. 54 318 1,10 532 0,00
2025-04-29 13F Lee Danner & Bass Inc 0 −100,00 0 −100,00
2025-07-10 13F American Financial Advisors, LLC 549 861 −8,57 5 383 −9,50
2025-07-07 13F Wesbanco Bank Inc 21 483 0,00 210 −0,94
2025-08-08 13F Meridian Wealth Management, LLC 14 000 0,00 137 −0,72
2025-08-14 13F Citadel Advisors Llc 44 538 139,71 436 138,25
2025-08-01 13F Providence First Trust Co 77 029 1,04 754 0,13
2025-08-08 13F Pnc Financial Services Group, Inc. 22 000 74,15 215 73,39
2025-08-28 NP Cohen & Steers Closed-end Opportunity Fund, Inc. 601 704 12,68 5 891 11,53
2025-08-12 13F Steward Partners Investment Advisory, Llc 13 730 28,25 134 27,62
2025-08-14 13F Diversify Advisory Services, LLC 11 679 115
2025-08-04 13F IFG Advisory, LLC 37 697 369
2025-08-12 13F J.w. Cole Advisors, Inc. 1 046 654 447,61 10 247 442,12
2025-08-14 13F Two Sigma Securities, Llc 12 576 123
2025-09-04 13F/A Advisor Group Holdings, Inc. 1 518 189 5,62 14 864 4,55
2025-04-08 13F First Community Trust Na 0 −100,00 0
2025-08-12 13F Change Path, LLC 28 203 1,04 276 0,00
2025-08-13 13F MONECO Advisors, LLC 11 481 2,11 112 0,90
2025-05-08 13F Essential Planning, LLC. 0 −100,00 0
2025-07-15 13F Jeppson Wealth Management, Llc 11 248 0,00 110 −0,90
2025-05-12 13F Virtu Financial LLC 0 −100,00 0
2025-07-22 13F Miracle Mile Advisors, LLC 45 253 11,51 443 10,47
2025-08-14 13F Fortress Private Ledger, Llc 208 159 −15,69 2 038 −16,55
2025-08-04 13F HBK Sorce Advisory LLC 21 602 −0,27 211 −1,40
2025-07-15 13F GSB Wealth Management, LLC 270 974 −0,98 2 653 −2,00
2025-08-14 13F CoreCap Advisors, LLC 15 425 0,27 151 −0,66
2025-08-06 13F Atlantic Union Bankshares Corp 23 628 231
2025-08-12 13F BlackRock, Inc. 34 938 342
2025-08-13 13F Guggenheim Capital Llc 121 891 −3,38 1 193 −4,33
2025-08-14 13F Raymond James Financial Inc 962 109 5,36 9 419 4,30
2025-08-14 13F Bank Of America Corp /de/ 827 149 −2,17 8 098 −3,17
2025-07-18 13F SMI Advisory Services, LLC 16 357 2,72 159 11,27
2025-08-14 13F Mariner, LLC 37 102 4,79 363 3,71
2025-08-14 13F Financial Engines Advisors L.L.C. 42 388 0,00 415 −0,95
2025-08-13 13F Millstone Evans Group, LLC 1 850 0,00 18 0,00
2025-04-17 13F Abound Wealth Management 0 −100,00 0 −100,00
2025-08-14 13F Monetary Management Group Inc 49 200 −10,87 482 −11,74
2025-07-17 13F Janney Montgomery Scott LLC 388 746 1,76 4 0,00
2025-08-14 13F Comerica Bank 37 900 17,76 371 16,67
2025-07-21 13F DHJJ Financial Advisors, Ltd. 100 0,00 1
2025-07-09 13F GEM Asset Management, LLC 11 009 2,04 107 1,90
2025-07-14 13F Gries Financial Llc 14 696 −7,02 144 −8,33
2025-08-05 13F Tiaa Trust, National Association 14 283 11,73 140 10,32
2025-08-01 13F SYM FINANCIAL Corp 12 232 2,04 120 0,85
2025-08-15 13F Equitable Holdings, Inc. 30 822 −18,33 302 −19,30
2025-07-17 13F Vermillion Wealth Management, Inc. 12 176 0,13 119 −0,83
2025-08-01 13F Brookwood Investment Group LLC 15 730 154
2025-08-07 13F Winch Advisory Services, LLC 8 0,00 0
2025-07-14 13F AdvisorNet Financial, Inc 8 334 11,97 82 10,96
2025-07-15 13F Fifth Third Bancorp 5 433 −0,84 53 −1,85
2025-07-22 13F Foguth Wealth Management, LLC. 92 925 −0,43 910 −1,41
2025-07-17 13F Sound Income Strategies, LLC 3 007 0,00 29 0,00
2025-08-04 13F Mesirow Financial Investment Management, Inc. 0 −100,00 0
2025-07-24 13F IFP Advisors, Inc 5 741 −3,20 56 −3,45
2025-08-12 13F One Charles Private Wealth Services, LLC 11 100 0,00 109 −0,92
2025-08-07 13F Allworth Financial LP 30 751 0,79 301 3,44
2025-08-14 13F Riggs Asset Managment Co. Inc. 1 983 0,00 19 0,00
2025-05-09 13F Rollins Financial Advisors, LLC 0 −100,00 0
2025-07-07 13F Capital Asset Advisory Services LLC 10 494 0,00 103 0,00
2025-07-15 13F Shulman DeMeo Asset Management LLC 104 625 −1,60 1 024 −2,57
2025-07-15 13F World Equity Group, Inc. 50 426 −12,74 494 −13,66
2025-07-23 13F Harvey Investment Co Llc 26 100 0,00 0
2025-07-21 13F Ameritas Advisory Services, LLC 2 800 27
2025-08-06 13F Tradewinds, LLC. 0 −100,00 0
2025-08-14 13F Royal Bank Of Canada 2 688 628 5,90 26 322 4,83
2025-07-11 13F LongView Wealth Management 14 969 0,00 147 −1,35
2025-07-16 13F Investment Partners Asset Management, Inc. 10 000 0,00 98 −1,02
2025-08-11 13F HHM Wealth Advisors, LLC 12 840 −17,90 126 −18,83
2025-07-25 13F Concurrent Investment Advisors, LLC 63 136 63,47 618 62,20
2025-07-28 13F Wealthspan Partners, Llc 20 882 −5,57 204 −6,42
2025-07-30 13F Patten Group, Inc. 44 402 −0,22 435 −1,36
2025-04-15 13F Bard Financial Services, Inc. 0 −100,00 0
2025-08-07 13F Blackston Financial Advisory Group, LLC 29 622 0,00 290 −0,68
2025-08-08 13F Cetera Investment Advisers 1 440 398 4,60 14 101 3,55
2025-08-14 13F Kovitz Investment Group Partners, LLC 0 −100,00 0
2025-07-11 13F SILVER OAK SECURITIES, Inc 21 417 12,85 210 11,17
2025-07-28 13F Perfromance Wealth Partners, LLC 23 320 0,00 228 −0,87
2025-07-28 13F RFG Advisory, LLC 27 031 −1,80 265 −2,94
2025-08-06 13F Legacy Wealth Managment, LLC/ID 233 2
2025-08-12 13F Zacks Investment Management 21 219 0,00 208 −0,96
2025-07-16 13F ORG Partners LLC 1 500 0,00 15 0,00
2025-07-15 13F Main Street Group, LTD 17 068 −21,12 167 −21,60
2025-08-14 13F Stifel Financial Corp 53 453 0,45 523 −0,57
2025-07-16 13F Owen LaRue, LLC 359 822 46,54 3 523 45,06
2025-08-07 13F Kestra Private Wealth Services, Llc 42 981 21,67 421 20,34
2025-07-10 13F Signal Advisors Wealth, LLC 92 927 −0,43 910 −1,52
2025-08-01 13F Clark Asset Management, LLC 11 903 0,00 117 −0,85
2025-07-17 13F HB Wealth Management, LLC 64 633 7,34 633 6,22
2025-07-07 13F RDA Financial Network 113 638 0,00 1 113 −0,98
2025-07-07 13F Investors Research Corp 5 092 0,00 50 −2,00
2025-08-08 13F Creative Planning 243 060 84,75 2 380 82,86
2025-08-13 13F Rsm Us Wealth Management Llc 19 099 −3,36 188 −4,08
2025-07-09 13F Sar Wealth Management Group, Llc 20 189 0,02 198 −1,01
2025-07-09 13F Fjell Capital, LLC 22 871 0,39 224 −0,89
2025-08-13 13F Safe Harbor Fiduciary, LLC 2 785 0,00 27 0,00
2025-08-06 13F Savant Capital, LLC 18 898 −0,39 185 −1,07
2025-05-08 13F BRYN MAWR TRUST Co 0 −100,00 0
2025-08-01 13F Gwn Securities Inc. 24 446 239
2025-07-22 13F Hill Island Financial Llc 11 201 0,08 110 −0,91
2025-08-13 13F Providence Capital Advisors, LLC 22 000 215
2025-08-14 13F UBS Group AG 507 605 −5,46 4 969 −6,42
2025-07-16 13F St Germain D J Co Inc 9 400 0,00 92 0,00
2025-07-30 13F Roman Butler Fullerton & Co 34 739 −15,08 341 −11,66
2025-05-06 13F AE Wealth Management LLC 0 −100,00 0
2025-08-13 13F Keystone Financial Group 83 450 −0,23 817 −1,33
2025-05-15 13F National Wealth Management Group, LLC 20 596 204
2025-07-25 13F Sovereign Financial Group, Inc. 28 715 0,00 281 −0,71
2025-08-15 13F Captrust Financial Advisors 97 146 −0,88 951 −1,86
2025-07-18 13F PFG Investments, LLC 59 721 7,53 585 6,38
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 744 739 1,49 7 0,00
2025-05-14 13F Susquehanna International Group, Llp 0 −100,00 0
2025-07-21 13F Ameriflex Group, Inc. 1 500 0,00 15 0,00
2025-08-04 13F Keybank National Association/oh 24 096 1,26 236 0,00
2025-08-07 13F Midwest Trust Co 23 194 227
2025-08-11 13F Rothschild Investment Llc 80 184 4,16 785 3,15
2025-07-15 13F Financial Management Professionals, Inc. 2 211 2,03 22 0,00
2025-08-12 13F Integrated Advisors Network LLC 13 721 0,15 134 −0,74
2025-07-18 13F Trust Co Of Vermont 100 0,00 1
2025-05-12 13F Fmr Llc 0 −100,00 0
2025-08-04 13F Kovack Advisors, Inc. 54 880 4,72 537 3,67
2025-08-12 13F SRS Capital Advisors, Inc. 1 520 0,00 15 −6,67
2025-08-14 13F Warren Averett Asset Management, LLC 28 209 0,21 276 −0,72
2025-08-05 13F American Capital Advisory, LLC 555 5
2025-07-15 13F Kentucky Trust Co 653 751 1,55 6 400 0,53
2025-07-22 13F DT Investment Partners, LLC 7 753 −49,27 76 −50,33
2025-08-13 13F First National Advisers, LLC 10 059 0,00 98 −1,01
2025-05-02 13F Larson Financial Group LLC 0 −100,00 0 −100,00
2025-08-07 13F Sound View Wealth Advisors Group, LLC 221 829 −3,74 2 172 −4,74
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 13 232 0,10 130 −0,77
2025-07-15 13F Accurate Wealth Management, LLC 21 689 −6,22 210 −1,41
2025-07-14 13F CRA Financial Services, LLC 20 311 −4,37 199 −5,71
2025-07-08 13F Webster Bank, N. A. 18 530 0,00 181 −1,09
2025-07-16 13F Independent Wealth Network Inc. 11 520 0,00 113 −0,88
2025-07-14 13F LCM Capital Management Inc 21 237 0,00 208 −1,43
2025-08-07 13F Verus Capital Partners, Llc 125 832 87,91 1 232 85,95
2025-05-05 13F CBIZ Investment Advisory Services, LLC 137 1
2025-08-13 13F Summit Financial, LLC 16 835 166
2025-08-12 13F Franklin Resources Inc 27 056 0,00 265 −1,12
2025-07-18 13F First United Bank Trust/ 401 0,00 4 0,00
2025-08-11 13F TRUE Private Wealth Advisors 10 142 −2,75 99 −3,88
2025-08-12 13F Bokf, Na 10 619 0,00 104 −1,90
2025-08-14 13F Marshall Investment Management, Llc 0 −100,00 0
2025-08-18 13F Hollencrest Capital Management 517 1,97 5 0,00
2025-08-11 13F United Capital Financial Advisers, Llc 0 −100,00 0
2025-04-10 13F Sugar Maple Asset Management, LLC 0 −100,00 0
2025-08-14 13F Ausdal Financial Partners, Inc. 26 974 −3,50 264 −4,35
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