Grundläggande statistik
| Institutionella ägare | 168 total, 168 long only, 0 short only, 0 long/short - change of 1,81% MRQ |
| Genomsnittlig portföljallokering | 0.1190 % - change of −16,36% MRQ |
| Institutionella aktier (lång) | 13 243 132 (ex 13D/G) - change of −1,60MM shares −10,77% MRQ |
| Institutionellt värde (lång) | $ 336 146 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF (US:IBMN) har 168 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 13,243,132 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Us Bancorp \de\, Kathmere Capital Management, LLC, GWM Advisors LLC, Wells Fargo & Company/mn, LPL Financial LLC, Integrated Wealth Concepts LLC, Morgan Stanley, Lido Advisors, LLC, and Leavell Investment Management, Inc. .
iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF (BATS:IBMN) 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 26,76 / share. Previously, on September 13, 2024, the share price was 26,65 / share. This represents an increase of 0,41% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 35 362 | 0,00 | 945 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 32 659 | 5 083,97 | 874 | 5 362,50 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 201 | 5 | ||||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 20 500 | 0,00 | 1 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 3 700 | 0,00 | 99 | 0,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 36 032 | −18,58 | 964 | −18,51 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 312 295 | 12,62 | 8 358 | 12,69 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 50 371 | 8,28 | 1 348 | 8,36 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 31 370 | −0,98 | 840 | −0,94 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 53 617 | 4,98 | 1 435 | 4,98 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 169 978 | −33,80 | 5 | −33,33 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 32 267 | 864 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 12 573 | 0,00 | 336 | 0,00 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Arrow Financial Corp | 9 006 | 0,00 | 241 | 0,42 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27 236 | 729 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 46 692 | 17,62 | 1 250 | 17,72 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8 945 | −31,55 | 239 | −31,52 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 133 869 | −5,63 | 3 583 | −5,59 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 141 | 0,71 | 4 | 0,00 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 11 950 | 0,00 | 320 | 0,00 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 39 409 | −2,32 | 1 055 | −2,32 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 471 | 0,00 | 13 | 0,00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 61 770 | 2,35 | 1 653 | 2,42 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 91 837 | −11,01 | 2 458 | −10,98 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 10 702 | 0,05 | 286 | 0,00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 103 098 | −0,15 | 2 759 | −0,11 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 15 037 | 402 | ||||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 15 060 | −15,80 | 403 | −15,69 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 7 614 | 0,00 | 204 | 0,00 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 103 195 | 34,13 | 2 761 | 34,22 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 9 832 | 263 | ||||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 752 | 0,00 | 20 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 19 601 | −0,16 | 525 | −0,19 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 409 968 | 14,39 | 10 972 | 14,45 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 91 055 | 9,55 | 2 437 | 9,58 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 15 160 | 0,00 | 406 | 0,00 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 4 173 | 0,00 | 112 | 0,00 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 9 361 | 0,00 | 251 | 0,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 63 632 | −1,73 | 1 703 | −1,73 | ||||
| 2025-08-08 | 13F | Creative Planning | 18 872 | 0,00 | 505 | 0,20 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 4 495 | 0,00 | 120 | 0,00 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 33 753 | 0,00 | 903 | 0,11 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 301 659 | −1,48 | 8 073 | −1,43 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 953 | 70,87 | 52 | 73,33 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 412 808 | −0,86 | 11 048 | −0,81 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 156 257 | −9,54 | 4 182 | −9,50 | ||||
| 2025-04-24 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 17 212 | 4,35 | 461 | 4,31 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 11 693 | 0,00 | 313 | 0,00 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 30 020 | 0,00 | 803 | 0,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 63 696 | 15,76 | 1 705 | 15,84 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 38 218 | −1,41 | 1 023 | −1,35 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 27 240 | 0,15 | 729 | 0,28 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 56 526 | 0,00 | 1 513 | 0,00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 13 000 | −0,52 | 348 | −0,57 | ||||
| 2025-07-15 | 13F | Postrock Partners Llc | 22 268 | 6,71 | 596 | 6,63 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 14 037 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 115 771 | 6,55 | 3 098 | 6,61 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 10 468 | 0,00 | 280 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 281 521 | −3,33 | 7 535 | −3,29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 32 428 | 1,35 | 868 | 1,40 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 76 534 | 6,74 | 2 | 100,00 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 924 | 0,00 | 25 | 0,00 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 244 908 | −6,94 | 7 | −14,29 | ||||
| 2025-08-01 | 13F | First National Trust Co | 7 954 | 213 | ||||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 7 665 | 0,00 | 205 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 111 999 | −4,85 | 2 997 | −4,83 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 16 993 | −3,84 | 455 | −3,81 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 12 876 | 17,02 | 345 | 17,01 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 17 307 | 0,01 | 462 | 0,00 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 29 829 | −2,05 | 798 | −1,97 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 76 769 | 2 055 | ||||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 21 900 | 0,00 | 586 | 0,17 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 49 124 | −28,65 | 1 315 | −28,63 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 48 356 | 1,66 | 1 294 | 1,73 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 27 099 | 725 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 763 | −55,17 | 20 | −55,56 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 34 594 | −3,51 | 925 | −3,04 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 101 835 | 5,22 | 2 725 | 5,25 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 13 269 | −4,32 | 355 | −4,05 | ||||
| 2025-05-13 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 15 238 | 3,99 | 408 | 4,36 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3 050 | 0,00 | 82 | 0,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 29 650 | 35,01 | 794 | 35,09 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 16 239 | 0,00 | 435 | 0,00 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 110 | 0,00 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 48 291 | 18,35 | 1 292 | 18,42 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 574 839 | −6,00 | 42 148 | −5,95 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 14 596 | −6,05 | 391 | −6,02 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 480 900 | 12,05 | 12 871 | 12,11 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 20 771 | 0,00 | 556 | 0,18 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 13 106 | 3,57 | 351 | 3,55 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 55 804 | 1,33 | 1 494 | 1,36 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 24 617 | −0,50 | 659 | −0,45 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8 354 | 15,16 | 224 | 14,95 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 2 093 | 10,51 | 56 | 10,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 334 113 | −1,76 | 8 942 | −1,70 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 92 253 | −4,16 | 2 469 | −4,08 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 257 758 | −22,46 | 6 899 | −22,42 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 77 455 | −5,94 | 2 073 | −5,90 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 34 912 | −3,11 | 934 | −3,01 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 255 312 | 7,57 | 6 833 | 7,62 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 32 817 | 59,93 | 878 | 60,22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 295 034 | −65,68 | 7 896 | −65,66 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 28 267 | 137,82 | 1 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 68 | 2 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 6 885 | −5,56 | 184 | −5,64 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 7 757 | 208 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 13 588 | 0,08 | 364 | 0,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 55 022 | 381,26 | 1 472 | 383,88 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 10 180 | 0,00 | 272 | 0,00 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 7 499 | 0,00 | 201 | 0,00 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 161 350 | 8,54 | 4 318 | 8,60 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 163 749 | 11,79 | 4 383 | 11,84 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 267 053 | −67,44 | 7 147 | −67,43 | ||||
| 2025-05-14 | 13F | Nestegg Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Novem Group | 19 538 | 0,55 | 523 | 0,58 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 9 606 | −29,45 | 257 | −29,40 | ||||
| 2025-07-21 | 13F | Atwater Malick LLC | 102 565 | 1,18 | 2 745 | 1,22 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 129 305 | −14,09 | 3 460 | −14,06 | ||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 43 045 | −1,97 | 1 152 | −1,87 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 52 804 | −15,05 | 1 413 | −14,98 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 089 | 29 | ||||||
| 2025-07-18 | 13F | TPG Advisors LLC | 13 204 | 0,00 | 353 | 0,00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 297 321 | 0,53 | 7 957 | 0,58 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 32 341 | 228,54 | 866 | 228,90 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 523 | 0,40 | 41 | 0,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 10 545 | 21,50 | 282 | 21,55 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 43 483 | 17,90 | 1 164 | 17,95 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 38 390 | −54,06 | 1 027 | −54,05 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 11 583 | 0,00 | 310 | 0,32 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 38 293 | 3,16 | 1 025 | 3,23 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Regions Financial Corp | 116 622 | 8,11 | 3 121 | 8,18 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 30 013 | 803 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 300 | 0,00 | 8 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 14 026 | 0,31 | 375 | 0,27 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 10 000 | 0,00 | 268 | 0,00 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 8 162 | −0,49 | 218 | −0,46 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 81 020 | −1,44 | 2 168 | −1,36 | ||||
| 2025-04-16 | 13F | Wealth Enhancement Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 297 937 | −7,65 | 7 974 | −7,61 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 17 280 | −60,40 | 462 | −60,41 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 67 947 | 9,01 | 1 818 | 9,06 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 699 | 2,35 | 72 | 2,86 | ||||
| 2025-07-17 | 13F | E Six Thirteen, Llc | 114 986 | 0,00 | 3 077 | 0,07 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 113 000 | 0,00 | 3 024 | 0,07 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 22 710 | 0,00 | 608 | 0,00 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 16 483 | 441 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 51 459 | −0,67 | 1 377 | −0,58 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 30 | −54,55 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 8 052 | −25,71 | 216 | −25,61 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 8 500 | 227 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 253 922 | 2,11 | 6 796 | 2,17 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8 079 | 7,02 | 216 | 7,46 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 8 599 | 0,00 | 230 | 0,00 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 65 064 | 0,35 | 1 740 | 0,35 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 16 467 | 3,46 | 441 | 3,53 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 274 808 | 0,09 | 7 355 | 0,14 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 18 478 | 22,83 | 495 | 22,89 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 322 413 | −28,09 | 8 629 | −28,06 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 504 558 | −4,21 | 13 504 | −4,16 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 80 | 0,00 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 16 760 | 0,00 | 449 | 0,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 10 719 | −43,07 | 0 | |||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 90 910 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 28 148 | 0,00 | 753 | 0,13 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 19 095 | 15,83 | 511 | 16,14 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 25 255 | 0,60 | 676 | 0,60 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 561 986 | −6,60 | 15 041 | −6,55 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 14 027 | 375 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 24 709 | −0,41 | 1 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 33 360 | 156,60 | 893 | 157,06 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 46 100 | 0,54 | 1 234 | 0,57 |
