Grundläggande statistik
| Institutionella ägare | 165 total, 165 long only, 0 short only, 0 long/short - change of 9,27% MRQ |
| Genomsnittlig portföljallokering | 0.4787 % - change of −8,69% MRQ |
| Institutionella aktier (lång) | 24 185 871 (ex 13D/G) - change of 2,73MM shares 12,70% MRQ |
| Institutionellt värde (lång) | $ 1 192 889 USD ($1000) |
Institutionellt ägande och aktieägare
Franklin Templeton ETF Trust - Franklin U.S. Mid Cap Multifactor Index ETF (US:FLQM) har 165 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 24,185,871 aktier. Största aktieägare inkluderar LPL Financial LLC, Ameriprise Financial Inc, Raymond James Financial Inc, Orgel Wealth Management, LLC, Cwm, Llc, Northwestern Mutual Wealth Management Co, Cetera Investment Advisers, Bogart Wealth, LLC, Bank Of America Corp /de/, and Morgan Stanley .
Franklin Templeton ETF Trust - Franklin U.S. Mid Cap Multifactor Index ETF (BATS:FLQM) 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 12, 2025 is 57,14 / share. Previously, on September 16, 2024, the share price was 54,70 / share. This represents an increase of 4,46% 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Jane Street Group, Llc | 22 909 | −20,53 | 1 244 | −18,59 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 740 023 | 3,78 | 40 191 | 6,32 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1 061 | 44,35 | 58 | 50,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 757 419 | 3,72 | 95 445 | 6,26 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 426 190 | −6,25 | 23 | −4,17 | ||||
| 2025-08-14 | 13F | UBS Group AG | 532 | 0,00 | 29 | 0,00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 59 202 | 3 215 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 164 283 | 5,46 | 8 922 | 8,05 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 3 964 | −13,99 | 215 | −11,89 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 241 | 13 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 6 971 | 10,21 | 379 | 12,84 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8 513 | −62,20 | 462 | −61,44 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 490 517 | 9,71 | 26 640 | 12,40 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 87 360 | 33,25 | 4 784 | 41,26 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 92 622 | −8,66 | 5 030 | −6,40 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 14 660 | 1,71 | 796 | 4,19 | ||||
| 2025-07-18 | 13F | Vicus Capital | 41 041 | 693,06 | 2 229 | 713,14 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 34 534 | 26,48 | 1 876 | 29,58 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 6 052 | −26,88 | 329 | −25,11 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 475 | −48,48 | 26 | −47,92 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 7 634 | −37,84 | 415 | −36,41 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 6 498 | −18,40 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 3 346 | 73,55 | 182 | 77,45 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 29 809 | 1,25 | 1 619 | 3,72 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 10 750 | −15,22 | 584 | −13,24 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 47 563 | 2 583 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 207 | 0,00 | 11 | 10,00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 3 947 | −5,51 | 214 | −3,17 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 432 | −92,65 | 23 | −92,60 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 15 995 | −2,90 | 869 | −0,57 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 677 284 | 35,59 | 36 783 | 38,92 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 84 072 | −0,31 | 4 566 | 2,13 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 142 861 | 0,41 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 10 771 | −3,87 | 585 | −1,52 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 29 683 | −3,98 | 1 619 | −1,22 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 95 105 | −3,40 | 5 165 | −1,03 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 72 111 | 6,86 | 3 916 | 9,48 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 88 449 | 9,38 | 4 804 | 12,06 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 219 997 | 67,98 | 11 911 | 72,98 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 116 100 | −1,65 | 6 305 | 0,77 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 46 872 | −1,54 | 2 546 | 0,87 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 32 268 | −3,45 | 1 752 | −1,07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 330 115 | 16,20 | 17 930 | 19,05 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 814 598 | 144,24 | 44 241 | 150,24 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 355 130 | 6,65 | 19 287 | 9,26 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 32 556 | −2,61 | 1 768 | −0,23 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 6 980 | 379 | ||||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 7 012 | −2,23 | 381 | 0,00 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 169 834 | 5,05 | 9 224 | 7,62 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 250 | 14 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 296 439 | 25,36 | 16 100 | 28,43 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 676 549 | 69,44 | 36 743 | 73,59 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 31 734 | 2,45 | 1 723 | 5,00 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 1 340 239 | −9,37 | 72 788 | −7,15 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 5 889 | −5,09 | 320 | −2,74 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 19 087 | −3,30 | 1 037 | −0,96 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 54 160 | 284,11 | 2 941 | 293,71 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 9 362 | −0,85 | 508 | 1,60 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 4 256 | 0,24 | 226 | −2,17 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 485 | 0,00 | 26 | 4,00 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 634 722 | 25,78 | 34 488 | 28,93 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 253 264 | −3,58 | 13 755 | −1,22 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 64 928 | 20,74 | 3 546 | 24,39 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 195 190 | 1,15 | 10 601 | 3,63 | ||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 7 480 | 43,49 | 406 | 47,10 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 069 726 | −25,79 | 58 | −23,68 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 305 | −26,51 | 17 | −23,81 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 80 272 | 9,35 | 4 360 | 12,03 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 13 575 | −52,21 | 737 | −51,03 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 56 572 | 3 072 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 237 | 0,00 | 13 | 0,00 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 5 575 | 303 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 45 276 | 35,48 | 2 459 | 38,79 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 8 565 | −75,11 | 465 | −74,51 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 640 | 0,00 | 89 | 17,11 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 23 886 | −4,39 | 1 297 | −2,04 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 643 176 | 1,66 | 143 407 | 4,02 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 5 368 | 292 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 18 155 | 986 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 10 901 | 7,23 | 592 | 10,04 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 437 | 37,42 | 24 | 43,75 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 097 402 | 19,77 | 168 220 | 22,71 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 6 867 | 373 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 40 063 | 14,61 | 2 185 | 17,86 | ||||
| 2025-07-17 | 13F | Eagle Wealth Strategies Llc | 192 333 | −2,15 | 10 446 | 0,25 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 201 | 11 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 140 217 | 13,08 | 7 615 | 15,85 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 296 | 16 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 26 273 | 1 427 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 16 383 | 9,47 | 890 | 12,11 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 24 908 | 722,32 | 1 353 | 745,00 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 31 152 | −18,30 | 1 692 | −16,33 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 4 021 | −33,44 | 218 | −31,87 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 141 927 | 5,51 | 7 708 | 8,11 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 11 660 | 1,06 | 633 | 3,60 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 117 | 0,00 | 6 | 0,00 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 167 660 | 3,61 | 9 106 | 6,16 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 624 | −1,30 | 251 | 1,21 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 22 | 1 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 8 | 0 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3 998 | 0,00 | 217 | 2,84 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 17 602 | 0,16 | 956 | 2,58 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 68 887 | 12,11 | 3 741 | 14,86 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 17 249 | −22,92 | 937 | −21,08 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 131 534 | 5,11 | 7 144 | 7,69 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 4 884 | 1,41 | 265 | 3,92 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 6 281 | 0,00 | 341 | 2,71 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 16 988 | 55,80 | 923 | 59,79 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 46 572 | 169,20 | 2 529 | 175,79 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 319 921 | 0,70 | 17 375 | 3,16 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Sherrill & Hutchins Financial Advisory, Inc | 174 064 | 44,06 | 9 453 | 47,61 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 13 644 | 1 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 497 | 81 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 14 225 | −1,57 | 773 | 0,78 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 9 118 | 0 | ||||||
| 2025-05-14 | 13F | Per Stirling Capital Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 8 887 | 483 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 10 | −97,50 | 1 | −100,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 14 368 | 3,01 | 780 | 5,55 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 6 023 | 25,04 | 327 | 28,24 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 78 915 | −13,71 | 4 286 | −11,61 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 8 226 | −0,12 | 447 | 2,29 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 9 728 | −2,25 | 538 | 2,87 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 76 212 | 192,88 | 4 156 | 201,38 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 9 139 | 496 | ||||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 162 943 | 76,46 | 8 849 | 80,81 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 170 | 9 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 767 895 | 38,89 | 41 704 | 42,30 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 12 732 | −44,22 | 691 | −42,85 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 359 563 | 8,02 | 19 528 | 10,67 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 23 480 | −4,64 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 607 443 | 14,52 | 32 990 | 17,33 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 18 | 1 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 44 360 | 1,54 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 297 | 788,36 | 0 | |||||
| 2025-08-11 | 13F | Strategic Equity Management | 11 393 | −22,51 | 619 | −20,67 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 13 948 | 8,94 | 739 | 6,33 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 18 351 | 10,99 | 997 | 13,70 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 30 549 | 36,56 | 1 700 | 48,99 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 581 | 16,20 | 32 | 19,23 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 24 002 | 12,27 | 1 304 | 15,00 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 11 676 | 634 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 6 139 | −1,73 | 333 | 0,60 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 71 207 | 6,23 | 3 867 | 8,84 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 130 342 | 12,33 | 7 079 | 15,07 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 17 971 | −6,43 | 976 | −4,13 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 87 711 | −1,91 | 4 764 | 1,34 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 332 189 | −5,32 | 18 042 | −2,99 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 14 280 | 776 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 502 712 | 1 603,47 | 27 302 | 1 645,65 | ||||
| 2025-05-06 | 13F | Financial Partners Group, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 43 815 | −7,57 | 2 380 | −5,29 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 240 | 0,00 | 13 | 8,33 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 97 090 | 20,45 | 5 273 | 23,41 | ||||
| 2025-04-21 | 13F | Osborne Partners Capital Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 969 | 53 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 277 069 | 17,61 | 15 | 25,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8 151 | 7,75 | 443 | 10,22 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 159 024 | 12,63 | 9 | 14,29 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 6 905 | 0,00 | 375 | 2,46 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 62 325 | 0,20 | 3 385 | 2,64 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 109 299 | 22,00 | 5 936 | 25,02 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 48 368 | 3 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 869 | 3,72 | 102 | 6,32 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 265 | 16,32 | 340 | 16,44 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 22 564 | 465,23 | 1 225 | 480,57 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 8 615 | 0,00 | 457 | −2,36 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 121 997 | 0,88 | 6 653 | 3,79 |
