CALI — الملاك المؤسسيون (13F)
المؤسسات التي تبلغ عن حيازتها لهذا السهم في نموذج SEC 13F ربع السنوي الخاص بها. المراكز الطويلة فقط؛ قد يظهر مقدم واحد مرتين لأرجل خيارات منفصلة. الأرجل الكبيرة المتعاكسة من خيارات البيع/الشراء تعكس عادةً صناعة السوق أو المخزون المتحوط، وليس القناعة الاتجاهية.
| مؤسسة | القيمة | الأسهم | % من 13F المتتبعة | النوع |
|---|---|---|---|---|
| LPL Financial LLC | $17456704 | 345438 | 11,04% | الأسهم |
| CITIZENS FINANCIAL GROUP INC/RI | $14472306 | 286382 | 9,15% | الأسهم |
| Global Retirement Partners, LLC | $13957960 | 276204 | 8,83% | الأسهم |
| Elmwood Wealth Management, Inc. | $11603323 | 229610 | 7,34% | الأسهم |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7545223 | 149618 | 4,77% | الأسهم |
| FIRST AMERICAN TRUST, FSB | $5247812 | 103845 | 3,32% | الأسهم |
| DeLarme Wealth Management, Inc. | $4871776 | 96404 | 3,08% | الأسهم |
| NDWM LLC | $4486114 | 88772 | 2,84% | الأسهم |
| SWEENEY & MICHEL, LLC | $4246067 | 84322 | 2,68% | الأسهم |
| Composition Wealth, LLC | $3356484 | 66419 | 2,12% | الأسهم |
| Elequin Capital, LP | $3276740 | 64841 | 2,07% | الأسهم |
| Integrated Wealth Concepts LLC | $2949180 | 58359 | 1,86% | الأسهم |
| BAILARD, INC. | $2919155 | 57765 | 1,85% | الأسهم |
| HUB Investment Partners, LLC | $2472273 | 48922 | 1,56% | الأسهم |
| Precision Wealth Strategies, LLC | $2463966 | 48758 | 1,56% | الأسهم |
| FINANCIAL MANAGEMENT NETWORK INC | $2168777 | 43010 | 1,37% | الأسهم |
| Pasadena Private Wealth, LLC | $2156379 | 42671 | 1,36% | الأسهم |
| Atlas Private Wealth Advisors | $1672127 | 33089 | 1,06% | الأسهم |
| HighTower Advisors, LLC | $1623554 | 32127 | 1,03% | الأسهم |
| TriaGen Wealth Management LLC | $1567608 | 31020 | 0,99% | الأسهم |
| Valmark Advisers, Inc. | $1540155 | 30477 | 0,97% | الأسهم |
| M. Kulyk & Associates, LLC | $1523024 | 30138 | 0,96% | الأسهم |
| WRAPMANAGER INC | $1492854 | 29541 | 0,94% | الأسهم |
| Stratos Wealth Partners, LTD. | $1447525 | 28644 | 0,92% | الأسهم |
| McIlrath & Eck, LLC | $1389700 | 27557 | 0,88% | الأسهم |
| OSAIC HOLDINGS, INC. | $1388642 | 27478 | 0,88% | الأسهم |
| CARY STREET PARTNERS FINANCIAL LLC | $1325988 | 26239 | 0,84% | الأسهم |
| Cerity Partners LLC | $1323620 | 26194 | 0,84% | الأسهم |
| KANAWHA CAPITAL MANAGEMENT LLC | $1313910 | 26000 | 0,83% | الأسهم |
| FLC Capital Advisors | $1212385 | 23991 | 0,77% | الأسهم |
| MEMBERS WEALTH LLC | $1203221 | 23810 | 0,76% | الأسهم |
| Kera Capital Partners, Inc. | $1191565 | 23579 | 0,75% | الأسهم |
| Perigon Wealth Management, LLC | $1164832 | 23050 | 0,74% | الأسهم |
| Private Advisor Group, LLC | $1103723 | 21841 | 0,70% | الأسهم |
| KWB Wealth | $1076785 | 21339 | 0,68% | الأسهم |
| Perennial Investment Advisors, LLC | $1057646 | 20929 | 0,67% | الأسهم |
| AXXCESS WEALTH MANAGEMENT, LLC | $1046093 | 20700 | 0,66% | الأسهم |
| Shared Vision Wealth Group LLC | $1045418 | 20687 | 0,66% | الأسهم |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | $859095 | 17000 | 0,54% | الأسهم |
| Mutual Advisors, LLC | $848344 | 16787 | 0,54% | الأسهم |
| Diversified Portfolios, Inc. | $796987 | 15771 | 0,50% | الأسهم |
| Beacon Pointe Advisors, LLC | $787336 | 15580 | 0,50% | الأسهم |
| Tortuga Wealth Management, Inc | $765535 | 15149 | 0,48% | الأسهم |
| Cetera Investment Advisers | $720730 | 14262 | 0,46% | الأسهم |
| Meridian Wealth Management, LLC | $707490 | 14000 | 0,45% | الأسهم |
| Mariner, LLC | $675148 | 13360 | 0,43% | الأسهم |
| UBS Group AG | $656753 | 12996 | 0,42% | الأسهم |
| Ariadne Wealth Management, LP | $653267 | 12927 | 0,41% | الأسهم |
| Savvy Advisors, Inc. | $600559 | 11884 | 0,38% | الأسهم |
| Sound Portfolio Advisors, LLC | $581961 | 11516 | 0,37% | الأسهم |
| Richard P Slaughter Associates Inc | $575543 | 11389 | 0,36% | الأسهم |
| Selby Wealth Management, LLC | $555731 | 10997 | 0,35% | الأسهم |
| Sowell Financial Services LLC | $525941 | 10407 | 0,33% | الأسهم |
| Weaver Consulting Group | $520511 | 10300 | 0,33% | الأسهم |
| V2 Financial group LLC | $517961 | 10250 | 0,33% | الأسهم |
| WESPAC Advisors SoCal, LLC | $500600 | 9906 | 0,32% | الأسهم |
| Flatrock Wealth Partners LLC | $472064 | 9341 | 0,30% | الأسهم |
| Capital Advantage, Inc. | $470656 | 9313 | 0,30% | الأسهم |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $461738 | 9137 | 0,29% | الأسهم |
| Bristlecone Value Partners, LLC | $461485 | 9132 | 0,29% | الأسهم |
| Bell Investment Advisors, Inc | $442509 | 8756 | 0,28% | الأسهم |
| Shum Financial Group, Inc. | $434197 | 8592 | 0,27% | الأسهم |
| COMMONWEALTH EQUITY SERVICES, LLC | $430520 | 8519 | 0,27% | الأسهم |
| KINGSWOOD WEALTH ADVISORS, LLC | $430246 | 8514 | 0,27% | الأسهم |
| Apella Capital, LLC | $429722 | 8522 | 0,27% | الأسهم |
| Client First Capital LLC | $422227 | 8355 | 0,27% | الأسهم |
| RWA WEALTH PARTNERS, LLC | $412012 | 8153 | 0,26% | الأسهم |
| NewEdge Advisors, LLC | $402208 | 7959 | 0,25% | الأسهم |
| Chatterton & Associates Inc. | $401999 | 7973 | 0,25% | الأسهم |
| SEEDS INVESTOR LLC | $389776 | 7713 | 0,25% | الأسهم |
| Creative Planning | $385279 | 7624 | 0,24% | الأسهم |
| VANCE WEALTH, LLC | $379720 | 7514 | 0,24% | الأسهم |
| Farther Finance Advisors, LLC | $347641 | 6879 | 0,22% | الأسهم |
| BASSO CAPITAL MANAGEMENT, L.P. | $345154 | 6830 | 0,22% | الأسهم |
| 3 FACTOR INDEXING, LLC | $343083 | 6789 | 0,22% | الأسهم |
| Compound Planning, Inc. | $325193 | 6435 | 0,21% | الأسهم |
| EHRLICH FINANCIAL GROUP | $320847 | 6349 | 0,20% | الأسهم |
| GRAYBILL WEALTH MANAGEMENT, LTD. | $303210 | 6000 | 0,19% | الأسهم |
| Integrated Advisors Network LLC | $300482 | 5946 | 0,19% | الأسهم |
| GC Wealth Management RIA, LLC | $299319 | 5923 | 0,19% | الأسهم |
| NWF Advisory Services Inc. | $270767 | 5358 | 0,17% | الأسهم |
| Savant Capital, LLC | $270565 | 5354 | 0,17% | الأسهم |
| ABOUND FINANCIAL, LLC | $252675 | 5000 | 0,16% | الأسهم |
| Meritas Wealth Management, LLC | $251108 | 4969 | 0,16% | الأسهم |
| Stone Summit Wealth LLC | $248430 | 4916 | 0,16% | الأسهم |
| Trilogy Capital Inc. | $228405 | 4520 | 0,14% | الأسهم |
| Peak Financial Management, Inc. | $222354 | 4400 | 0,14% | الأسهم |
| Bridgewater Advisors Inc. | $212427 | 4222 | 0,13% | الأسهم |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | $209443 | 4154 | 0,13% | الأسهم |
| CAPTRUST FINANCIAL ADVISORS | $202140 | 4000 | 0,13% | الأسهم |
| CITADEL ADVISORS LLC | $201534 | 3988 | 0,13% | الأسهم |
| UNION SAVINGS BANK | $149264 | 2954 | 0,09% | الأسهم |
| MORGAN STANLEY | $126338 | 2500 | 0,08% | الأسهم |
| Sankala Group LLC | $110853 | 2201 | 0,07% | الأسهم |
| Cheviot Value Management, LLC | $88436 | 1750 | 0,06% | الأسهم |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $88436 | 1750 | 0,06% | الأسهم |
| Allworth Financial LP | $78835 | 1560 | 0,05% | الأسهم |
| Aptus Capital Advisors, LLC | $78178 | 1547 | 0,05% | الأسهم |
| Smartleaf Asset Management LLC | $72056 | 1426 | 0,05% | الأسهم |
| WealthCollab, LLC | $65241 | 1291 | 0,04% | الأسهم |
| Sunrise Financial Services, LLC | $53062 | 1050 | 0,03% | الأسهم |
| Strategic Wealth Partners, Ltd. | $50038 | 990 | 0,03% | الأسهم |
| Cambridge Investment Research Advisors, Inc. | $3280 | 64912 | 0,00% | الأسهم |
| Betterment LLC | $240 | 4758 | 0,00% | الأسهم |
| WELLS FARGO & COMPANY/MN | $43 | 1 | 0,00% | الأسهم |