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.
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.
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.
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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 |