Grundläggande statistik
| Institutionella ägare | 176 total, 176 long only, 0 short only, 0 long/short - change of −1,12% MRQ |
| Genomsnittlig portföljallokering | 0.1482 % - change of −6,23% MRQ |
| Institutionella aktier (lång) | 46 435 842 (ex 13D/G) - change of 18,27MM shares 64,85% MRQ |
| Institutionellt värde (lång) | $ 390 779 USD ($1000) |
Institutionellt ägande och aktieägare
Guggenheim Strategic Opportunities Fund (US:GOF) har 176 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 46,435,842 aktier. Största aktieägare inkluderar Kingstone Capital Partners Texas, LLC, Morgan Stanley, LPL Financial LLC, Verus Capital Partners, Llc, UBS Group AG, Raymond James Financial Inc, Mml Investors Services, Llc, Advisor Group Holdings, Inc., Change Path, LLC, and Envestnet Asset Management Inc .
Guggenheim Strategic Opportunities Fund (NYSE:GOF) 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 15,14 / share. Previously, on September 10, 2024, the share price was 15,58 / share. This represents a decline of 2,82% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 77 521 | 2,65 | 1 154 | −1,79 | ||||
| 2025-04-23 | 13F | Walkner Condon Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Bank & Trust Co | 32 | 0,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 22 523 | 11,93 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 730 756 | 70,77 | 10 881 | 63,31 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 21 028 | −3,66 | 313 | −7,67 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 112 171 | −1,83 | 1 670 | −6,07 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 1 500 | 0,00 | 22 | −4,35 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 73 707 | 2,48 | 1 097 | −1,97 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 207 675 | 11,52 | 3 092 | 6,66 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 1 877 230 | 19,36 | 27 952 | 14,15 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 21 441 | 3,96 | 319 | −0,62 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14 539 | 0,00 | 216 | −4,42 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 316 322 | 42,60 | 4 710 | 36,40 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 695 | 2,66 | 10 | 0,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 199 877 | 11,09 | 2 976 | 6,25 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 78 710 | 2,39 | 1 172 | −2,09 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 80 886 | −11,38 | 1 211 | −7,42 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 19 747 | 22,24 | 294 | 17,13 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 713 | 0,00 | 11 | −9,09 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 12 301 | 183 | ||||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 2 258 | 0,00 | 34 | −5,71 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 27 975 | 113,53 | 417 | 104,93 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 3 122 | 3,51 | 0 | |||||
| 2025-05-14 | 13F | Semmax Financial Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 11 015 | −2,55 | 164 | −6,29 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 10 588 | 3,76 | 158 | −0,63 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 293 | 0,97 | 34 | −2,86 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 128 699 | 198,03 | 1 916 | 185,12 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 19 395 | 302 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 11 900 | 0,08 | 0 | |||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 21 660 | 28,94 | 323 | 34,17 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 19 489 | 21,97 | 290 | 16,94 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 102 502 | 3,72 | 1 526 | −0,78 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 522 861 | 3,41 | 22 675 | −1,10 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 48 243 | 11,86 | 718 | 7,00 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2 110 | 0,00 | 33 | 0,00 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | TrueMark Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 6 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 201 781 | 540,45 | 3 005 | 513,06 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 14 510 | 240,21 | 216 | 232,31 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 19 855 | 0,00 | 296 | −4,53 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 30 538 | 22,94 | 455 | 17,62 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 78 518 | −0,03 | 1 169 | −4,34 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 24 079 | 3,61 | 359 | −0,83 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 983 | 0,00 | 30 | −3,33 | ||||
| 2025-07-08 | 13F | Parisi Gray Wealth Management | 50 975 | 0,00 | 759 | −4,29 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 236 170 | −63,37 | 4 | −70,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 051 627 | 5,57 | 30 549 | 0,96 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 21 700 | 14,20 | 323 | 9,49 | ||||
| 2025-07-14 | 13F | Gridiron Partners, LLC | 10 000 | 0,00 | 149 | −4,52 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 68 229 | −5,26 | 1 016 | −9,46 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 659 | 0,00 | 10 | −10,00 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 43 312 | −3,48 | 645 | −7,74 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12 904 | 19,93 | 192 | 14,97 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 79 | 1 | ||||||
| 2025-05-09 | 13F | Gill Capital Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 55 205 | 22,41 | 822 | 16,95 | ||||
| 2025-03-11 | 13F/A | Elequin Capital Lp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 679 066 | 11,96 | 10 111 | 7,07 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 83 750 | 92,31 | 1 247 | 83,92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 59 038 | 100,72 | 879 | 92,34 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 13 835 | −88,26 | 206 | −88,77 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 43 327 | −2,26 | 643 | −6,96 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 227 244 | 4,14 | 3 384 | −0,41 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 14 592 | −2,34 | 217 | −6,47 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 69 301 | 0,00 | 1 032 | −4,45 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 346 789 | −10,34 | 5 164 | −14,26 | ||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 216 834 | 1,36 | 3 229 | −3,06 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 33 166 | 0,00 | 494 | −4,46 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 13 964 | 208 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 176 925 | −2,36 | 3 | 0,00 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 12 682 | −10,75 | 189 | −14,93 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 433 655 | −2,26 | 6 457 | −6,52 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 36 808 | 3,07 | 548 | −1,44 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 24 430 | 13,02 | 364 | 8,04 | ||||
| 2025-05-08 | 13F | Main Street Financial Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 13 667 | −0,07 | 204 | −4,25 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 115 420 | 30,97 | 1 719 | 25,22 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 230 090 | 0,19 | 3 426 | −4,17 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 186 | 0,00 | 3 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 97 | −99,43 | 1 | −99,62 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 222 731 | −13,87 | 3 316 | −17,47 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 20 059 | 2,71 | 299 | −1,97 | ||||
| 2025-04-30 | 13F | Allworth Financial LP | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12 764 | −6,44 | 190 | −10,38 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 4 676 | 0,00 | 70 | −4,17 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3 417 | 3,95 | 51 | −1,96 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 26 | −99,40 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 801 302 | 0,61 | 12 | −8,33 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 38 562 | 9,98 | 574 | 5,32 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 4 000 | 0,00 | 60 | −4,84 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 28 930 | −5,09 | 431 | −9,28 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 346 789 | −10,34 | 5 | −16,67 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 56 269 | −13,34 | 838 | −17,13 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 50 550 | 1 | ||||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 32 589 | 4,80 | 485 | 0,21 | ||||
| 2025-08-08 | 13F | Creative Planning | 10 064 | −54,70 | 150 | −56,81 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 30 596 | 75,97 | 456 | 68,52 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 9 196 | 63,28 | 137 | 56,32 | ||||
| 2025-08-01 | 13F | Motco | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 11 070 | 165 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 461 | 0,00 | 37 | −5,26 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 31 000 | −12,11 | 462 | −16,03 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 76 789 | 0,32 | 1 143 | −4,03 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 50 711 | 1,49 | 755 | −2,83 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 71 424 | −4,19 | 1 064 | −8,36 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 10 000 | 0,00 | 149 | −4,52 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 47 339 | 6,61 | 705 | 1,88 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 2 006 | 30 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 355 | 6,27 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 283 722 | 7,70 | 4 | 0,00 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 19 403 | 0,00 | 289 | −4,64 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 13 445 | −16,09 | 200 | −19,68 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 271 | 0,00 | 4 | 0,00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 30 379 | −33,05 | 452 | −34,68 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 4 000 | 60 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 92 537 | −4,88 | 1 392 | −0,78 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 11 030 | 164 | ||||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 42 331 | 2,89 | 630 | −1,56 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 2 940 | 0,00 | 44 | −4,44 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 144 | −70,57 | 47 | −72,29 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 7 000 | 0,00 | 104 | −3,70 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 149 327 | 14,19 | 2 223 | 9,18 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 770 890 | 3,07 | 11 479 | −1,43 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 20 383 | 5,16 | 304 | 0,66 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 15 941 | 3,43 | 237 | −0,84 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 47 641 | 1,85 | 709 | −2,61 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 424 839 | −41,59 | 6 326 | −44,14 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 17 597 | 262 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 10 546 | 0,00 | 157 | −1,87 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 35 | 0,00 | 1 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 31 504 | 0,00 | 469 | −4,29 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 30 008 | 1,19 | 447 | −3,25 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 750 | 0,00 | 11 | 0,00 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 10 979 | 0,00 | 163 | −4,12 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 325 | 5 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 145 460 | 9,56 | 2 166 | 6,91 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | NP | HYIN - WisdomTree Alternative Income Fund N/A | 113 087 | 7,51 | 1 666 | 0,73 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 34 008 | 22,98 | 506 | 17,67 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 70 038 | 1,33 | 1 043 | −3,16 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 | 0,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 49 945 | −45,75 | 744 | −48,15 | ||||
| 2025-07-24 | 13F | Eastern Bank | 4 073 | 0,00 | 61 | −4,76 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 56 531 | −1,78 | 842 | −6,14 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 52 357 | −6,78 | 780 | −10,87 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 27 591 | 0,00 | 411 | −4,43 | ||||
| 2025-08-08 | 13F | Richmond Brothers, Inc. | 238 400 | 3,56 | 3 550 | −0,98 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 3 654 | 0,00 | 54 | −3,57 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 13 101 | 204 | ||||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 92 647 | 108,18 | 1 380 | 99,28 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 17 953 239 | 288 | ||||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 551 009 | 4,03 | 8 205 | −0,51 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 10 092 | −2,63 | 150 | −6,83 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 19 323 | 7,99 | 288 | 3,24 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 26 125 | 1,86 | 389 | −2,51 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10 979 | 0,00 | 163 | −4,12 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 9 708 | 0,00 | 145 | −4,64 | ||||
| 2025-05-15 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 89 696 | 327,63 | 1 336 | 309,51 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 16 982 | 8,48 | 253 | 3,70 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 141 449 | 7,19 | 2 106 | 2,53 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 17 825 | 24,95 | 265 | 19,37 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 107 752 | 2,43 | 1 604 | −2,02 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 196 262 | 0,00 | 2 922 | −4,35 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 60 747 | −76,42 | 905 | −77,47 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 958 371 | −17,71 | 14 270 | −21,30 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 24 641 | −21,77 | 367 | −25,31 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10 296 | 153 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 26 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 7 851 | 3,99 | 120 | 1,71 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3 826 | −20,70 | 57 | −16,42 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 23 214 | 56,32 | 346 | 49,35 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 129 941 | 6,94 | 1 935 | 2,27 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 445 056 | 108,65 | 6 627 | 99,52 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 43 314 | 58,51 | 645 | 51,53 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 659 129 | 6,58 | 9 814 | 1,92 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7 297 290 | 6,33 | 108 657 | 1,69 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 20 710 | 2,55 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 740 653 | 8,49 | 11 028 | 3,75 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 24 819 | 0,47 | 370 | −3,91 | ||||
| 2025-07-09 | 13F | David J Yvars Group | 22 463 | 0,90 | 334 | −3,47 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 12 055 | 0,00 | 179 | −4,28 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 11 374 | 0,31 | 169 | −3,98 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 300 610 | −55,21 | 4 | −60,00 |
