Grundläggande statistik
| Institutionella ägare | 170 total, 170 long only, 0 short only, 0 long/short - change of 14,86% MRQ |
| Genomsnittlig portföljallokering | 0.8497 % - change of 5,33% MRQ |
| Institutionella aktier (lång) | 75 124 298 (ex 13D/G) - change of 21,50MM shares 40,09% MRQ |
| Institutionellt värde (lång) | $ 2 590 762 USD ($1000) |
Institutionellt ägande och aktieägare
Putnam ETF Trust - Putnam Focused Large Cap Value ETF (US:PVAL) har 170 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 75,124,298 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, Glenmede Investment Management, LP, Glenmede Trust Co Na, UBS Group AG, Commonwealth Equity Services, Llc, Northwestern Mutual Wealth Management Co, Cetera Investment Advisers, Cwm, Llc, and Cullen/frost Bankers, Inc. .
Putnam ETF Trust - Putnam Focused Large Cap Value ETF (ARCA:PVAL) 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 11, 2025 is 42,42 / share. Previously, on September 12, 2024, the share price was 36,74 / share. This represents an increase of 15,46% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 152 995 | 10,43 | 6 155 | 16,64 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 546 | 22 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 94 605 | 124,25 | 3 806 | 136,92 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 23 500 | 945 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 578 814 | 46,40 | 23 | 53,33 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 3 487 | 24,98 | 140 | 32,08 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 17 214 | 42,62 | 693 | 50,76 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 35 967 | 14,22 | 1 447 | 22,03 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 13 475 | 102,15 | 542 | 114,23 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 224 431 | −8,11 | 49 259 | −2,92 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 162 510 | 8,24 | 6 538 | 14,34 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 109 061 | 32,48 | 4 388 | 39,98 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 17 513 | −24,29 | 705 | −20,00 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 5 691 | 230 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1 675 | 67 | ||||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 104 984 | 16,66 | 4 224 | 23,26 | ||||
| 2025-07-16 | 13F | Kingsman Wealth Management, Inc. | 20 421 | −2,76 | 822 | 2,75 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 270 420 | 48,10 | 10 879 | 56,45 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 238 845 | 71,63 | 9 609 | 81,32 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 12 602 | 2,44 | 507 | 8,12 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 087 | −40,77 | 205 | −37,42 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 24 292 | −11,44 | 977 | −6,42 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6 635 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 158 511 | 6,57 | 6 377 | 15,15 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12 609 | 0,30 | 507 | 6,07 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9 703 | −22,17 | 390 | −18,07 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6 310 | 3,90 | 254 | 9,52 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 27 867 | 124,16 | 1 121 | 137,00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 7 720 | 19,32 | 311 | 26,02 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 626 946 | 22,57 | 25 222 | 29,49 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6 187 | −2,57 | 249 | 2,90 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 5 702 | 229 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 136 530 | 2,66 | 5 493 | 8,45 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 277 | 11 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8 772 | −12,32 | 353 | −6,38 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 10 182 895 | 19,62 | 409 658 | 26,37 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 42 307 | 1 702 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 266 003 | −28,45 | 10 701 | −24,41 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 90 903 | 19,05 | 3 657 | 25,80 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 51 243 | 258,72 | 2 062 | 279,56 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Cox Capital Mgt LLC | 22 079 | −3,07 | 888 | 2,42 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 29 353 | 6,33 | 1 181 | 12,27 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 002 | 121 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 142 468 | 5 732 | ||||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 94 388 | 69,21 | 3 797 | 78,77 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 2 337 | 94 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 76 956 | 22,21 | 3 096 | 29,12 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 405 707 | 18 257,78 | 16 322 | 19 329,76 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 139 675 | 3,60 | 5 619 | 9,47 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 172 | 7 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 55 642 | 2 238 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 33 546 | −4,00 | 1 350 | 1,43 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 16 828 | 37,86 | 677 | 45,69 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 182 199 | 1,68 | 7 330 | 7,42 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 282 838 | 42,51 | 11 379 | 50,56 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 18 945 | −12,59 | 762 | −7,64 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 37 523 | 4,10 | 1 510 | 9,99 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 10 931 | 309,25 | 440 | 334,65 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 360 157 | 130,74 | 14 489 | 143,80 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 7 594 | 306 | ||||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 38 921 | −4,33 | 1 598 | 13,01 | ||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 519 537 | 5,77 | 21 | 11,11 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 47 239 | 90,48 | 1 900 | 101,27 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 31 448 | 399,17 | 1 265 | 429,29 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2 053 158 | 0,56 | 82 601 | 6,24 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 10 661 | 0,00 | 429 | 5,68 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 396 394 | 16 | ||||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 12 197 | 56,57 | 491 | 65,54 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 64 600 | 2 592 | ||||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 79 003 | 33,39 | 3 178 | 40,93 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 | 0 | ||||||
| 2025-03-24 | 13F | Fulcrum Equity Management | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 106 524 | −16,10 | 4 324 | −3,83 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 4 465 415 | 18,85 | 170 043 | 21,92 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 15 117 | −4,41 | 608 | 1,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 56 262 | −0,09 | 2 263 | 5,55 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 565 904 | 106,82 | 143 456 | 118,49 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 341 241 | 4,83 | 13 728 | 10,75 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 333 961 | 17,52 | 13 435 | 24,16 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 68 380 | 216,75 | 2 751 | 234,55 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 187 934 | 6,72 | 7 561 | 12,73 | ||||
| 2025-05-13 | 13F | Bank Of Montreal /can/ | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 2 482 578 | 99 874 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 769 846 | 174,84 | 31 | 200,00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 465 400 | 18 723 | ||||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 793 759 | 5,95 | 31 933 | 11,94 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 12 103 | 487 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 4 997 322 | 201 042 | ||||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 29 865 | 1 201 | ||||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 8 250 | 10,57 | 332 | 16,55 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 6 606 | 266 | ||||||
| 2025-05-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 1 002 | 38 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 980 | 0,00 | 120 | 10,19 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 17 529 | 0,29 | 705 | 6,02 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 76 723 | 3 087 | ||||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 159 013 | 2,99 | 6 397 | 8,81 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 81 239 | 29,98 | 3 268 | 37,37 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 000 662 | −7,35 | 41 097 | −0,08 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 5 934 | 0,29 | 239 | 5,78 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 8 927 | 0,00 | 359 | 5,90 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 385 950 | 15 527 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 069 397 | 2,42 | 43 022 | 8,20 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 751 791 | 30 245 | ||||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 60 600 | −8,20 | 2 438 | −3,02 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 11 039 | 92,52 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 59 144 | 8 999,08 | 2 379 | 9 812,50 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 107 854 | 39,01 | 4 339 | 46,85 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 5 668 | −52,06 | 228 | −49,33 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 1 955 562 | 3,80 | 78 669 | 9,66 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 10 028 | 6,59 | 403 | 12,57 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 5 253 | 211 | ||||||
| 2025-08-14 | 13F | Empire Life Investments Inc. | 126 625 | −38,27 | 5 094 | −34,80 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 483 665 | 114,93 | 19 458 | 127,06 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 130 | 5 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 16 874 | 80,61 | 679 | 90,99 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 27 199 | 19,00 | 1 094 | 25,75 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 49 950 | −7,25 | 2 009 | −2,00 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 274 544 | 23,77 | 11 045 | 30,76 | ||||
| 2025-05-01 | 13F | Turtle Creek Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | ERn Financial, LLC | 130 888 | −26,05 | 5 266 | −21,87 | ||||
| 2025-08-01 | 13F | Motco | 75 232 | 3 051 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 476 794 | 8,16 | 19 181 | 14,27 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 94 186 | 43,01 | 3 789 | 51,08 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 289 306 | 11 639 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 3 552 531 | 27,14 | 142 918 | 34,32 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 71 770 | −2,06 | 2 887 | 3,48 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 10 615 | −5,79 | 427 | −0,47 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 93 453 | −80,11 | 3 760 | −78,99 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 96 956 | 3 900 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 26 200 | 26,57 | 1 054 | 33,76 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 64 930 | −40,71 | 2 612 | −37,36 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 167 451 | 37,70 | 6 737 | 45,49 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 537 908 | 114,31 | 22 | 133,33 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1 482 253 | 3,69 | 59 631 | 9,55 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 38 969 | 1 600 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 530 066 | 544,76 | 21 325 | 581,28 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 147 290 | 3,42 | 6 008 | 10,77 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 5 371 098 | 6,74 | 216 079 | 12,77 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 92 151 | 1,84 | 3 707 | 7,61 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 280 067 | 4,93 | 11 267 | 10,86 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 396 117 | 7,55 | 15 936 | 13,63 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 8 775 | −7,67 | 353 | −2,22 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 130 886 | 3,17 | 5 266 | 9,01 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3 092 | 0,00 | 124 | 5,98 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 80 041 | 12,34 | 3 220 | 18,69 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 97 983 | 33,36 | 3 942 | 40,89 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 2 601 082 | 40,53 | 105 | 48,57 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 209 171 | 53,95 | 8 415 | 62,65 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3 023 | 122 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 14 333 | 0,00 | 577 | 5,69 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 19 144 | 770 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 259 | 10 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 4 356 644 | 16,15 | 175 | 23,24 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 277 002 | 47,65 | 11 144 | 55,98 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 45 458 | 36,11 | 1 829 | 43,82 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 5 675 | 228 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 280 726 | 11 294 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 8 563 | 0,00 | 344 | 18,21 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 12 573 | 67,89 | 506 | 77,19 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 315 303 | 1 525,44 | 13 | |||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 56 314 | 2 266 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 4 428 869 | 15,87 | 178 173 | 22,41 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 716 366 | 394,40 | 28 819 | 422,37 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 987 572 | 93,03 | 39 730 | 103,93 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 50 950 | −50,16 | 2 050 | −47,35 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 428 069 | 12,35 | 17 | 21,43 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 31 639 | 3,44 | 1 273 | 9,28 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 20 082 | 18,16 | 808 | 24,73 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 200 | 0,00 | 8 | 14,29 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 321 055 | 211,94 | 12 916 | 229,57 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 64 | −60,49 | 3 | −66,67 | ||||
| 2025-08-14 | 13F | Fmr Llc | 29 | 222,22 | 1 | |||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 184 622 | 19,24 | 7 427 | 25,99 |
