ISEP — 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 |
|---|---|---|---|---|
| SageView Advisory Group, LLC | $8023603 | 231896 | 15,22% | الأسهم |
| Creative Planning | $8023602 | 231896 | 15,22% | الأسهم |
| Safe Harbor Wealth Advisors, LLC | $5524738 | 163599 | 10,48% | الأسهم |
| COMMONWEALTH EQUITY SERVICES, LLC | $2776620 | 80249 | 5,27% | الأسهم |
| Cetera Investment Advisers | $2207791 | 63809 | 4,19% | الأسهم |
| RAYMOND JAMES FINANCIAL INC | $2186028 | 63180 | 4,15% | الأسهم |
| CORRADO ADVISORS, LLC | $2025277 | 58534 | 3,84% | الأسهم |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1743183 | 50381 | 3,31% | الأسهم |
| Fragasso Financial Advisors Inc | $1232521 | 35622 | 2,34% | الأسهم |
| OSAIC HOLDINGS, INC. | $1173762 | 33924 | 2,23% | الأسهم |
| Sigma Planning Corp | $1084952 | 31357 | 2,06% | الأسهم |
| KFG WEALTH MANAGEMENT, LLC | $1014818 | 29330 | 1,93% | الأسهم |
| HighTower Advisors, LLC | $983920 | 28437 | 1,87% | الأسهم |
| Soltis Investment Advisors LLC | $905178 | 26161 | 1,72% | الأسهم |
| GOLDMAN SACHS GROUP INC | $871712 | 25194 | 1,65% | الأسهم |
| SECURED RETIREMENT ADVISORS, LLC | $859602 | 24844 | 1,63% | الأسهم |
| Diligent Investors, LLC | $807737 | 23345 | 1,53% | الأسهم |
| Kestra Advisory Services, LLC | $777704 | 22477 | 1,48% | الأسهم |
| Americana Partners, LLC | $709542 | 20507 | 1,35% | الأسهم |
| PFS Partners, LLC | $608061 | 17574 | 1,15% | الأسهم |
| AdvisorNet Financial, Inc | $561869 | 16239 | 1,07% | الأسهم |
| Focus Partners Wealth | $537269 | 15528 | 1,02% | الأسهم |
| Berger Financial Group, Inc | $438140 | 12663 | 0,83% | الأسهم |
| WPWealth LLP | $430701 | 12448 | 0,82% | الأسهم |
| TRUIST FINANCIAL CORP | $399699 | 11552 | 0,76% | الأسهم |
| Cerity Partners LLC | $393298 | 11367 | 0,75% | الأسهم |
| CYPRESS FINANCIAL PLANNING LLC | $355688 | 10280 | 0,67% | الأسهم |
| Snowden Capital Advisors LLC | $353024 | 10203 | 0,67% | الأسهم |
| Ferguson Shapiro LLC | $344305 | 9951 | 0,65% | الأسهم |
| Straight Path Wealth Management | $331468 | 9580 | 0,63% | الأسهم |
| Liberty Atlantic Advisors LLC | $330015 | 9538 | 0,63% | الأسهم |
| Frisch Financial Group, Inc. | $327005 | 9451 | 0,62% | الأسهم |
| MAI Capital Management | $296577 | 8572 | 0,56% | الأسهم |
| Cresset Asset Management, LLC | $275762 | 7970 | 0,52% | الأسهم |
| Beacon Financial Advisory LLC | $269534 | 7790 | 0,51% | الأسهم |
| SCS Capital Management LLC | $264828 | 7654 | 0,50% | الأسهم |
| ENVESTNET ASSET MANAGEMENT INC | $262130 | 7576 | 0,50% | الأسهم |
| Worth Financial Advisory Group, LLC | $248774 | 7190 | 0,47% | الأسهم |
| LPL Financial LLC | $243273 | 7031 | 0,46% | الأسهم |
| Beacon Pointe Advisors, LLC | $239571 | 6924 | 0,45% | الأسهم |
| GILL CAPITAL PARTNERS, LLC | $238532 | 6894 | 0,45% | الأسهم |
| Dana Investment Advisors, Inc. | $236214 | 6827 | 0,45% | الأسهم |
| FIDUCIARY FINANCIAL GROUP, LLC | $228350 | 6964 | 0,43% | الأسهم |
| Pinnacle Wealth Management Group, Inc. | $204140 | 5900 | 0,39% | الأسهم |
| Rothschild Wealth LLC | $200715 | 5801 | 0,38% | الأسهم |
| Steward Partners Investment Advisory, LLC | $199884 | 5777 | 0,38% | الأسهم |
| DHJJ Financial Advisors, Ltd. | $158468 | 4580 | 0,30% | الأسهم |
| HARBOUR INVESTMENTS, INC. | $141549 | 4091 | 0,27% | الأسهم |
| Arax Advisory Partners | $138400 | 4000 | 0,26% | الأسهم |
| CoreCap Advisors, LLC | $115218 | 3330 | 0,22% | الأسهم |
| JPMORGAN CHASE & CO | $113007 | 3274 | 0,21% | الأسهم |
| SIGNATUREFD, LLC | $80826 | 2336 | 0,15% | الأسهم |
| Continuum Advisory, LLC | $77885 | 2251 | 0,15% | الأسهم |
| IFP Advisors, Inc | $40067 | 1158 | 0,08% | الأسهم |
| Noble Wealth Management PBC | $17459 | 500 | 0,03% | الأسهم |
| EverSource Wealth Advisors, LLC | $16158 | 467 | 0,03% | الأسهم |
| LANARK FINANCIAL, INC. | $13874 | 401 | 0,03% | الأسهم |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $13840 | 400 | 0,03% | الأسهم |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8373 | 242 | 0,02% | الأسهم |
| AE Wealth Management LLC | $6263 | 181 | 0,01% | الأسهم |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $6228 | 180 | 0,01% | الأسهم |
| Financial Network Wealth Advisors LLC | $5467 | 158 | 0,01% | الأسهم |
| Beacon Financial Strategies CORP | $3668 | 106 | 0,01% | الأسهم |
| Farther Finance Advisors, LLC | $1246 | 36 | 0,00% | الأسهم |
| Cambridge Investment Research Advisors, Inc. | $256 | 7402 | 0,00% | الأسهم |
| Capital Analysts, LLC | $31 | 900 | 0,00% | الأسهم |