PTL — 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 |
|---|---|---|---|---|
| Inspire Advisors, LLC | $93954500 | 328811 | 14,71% | الأسهم |
| OneAscent Financial Services LLC | $83670683 | 292463 | 13,10% | الأسهم |
| LPL Financial LLC | $51489902 | 179978 | 8,06% | الأسهم |
| Plan A Wealth LLC | $45516878 | 159100 | 7,13% | الأسهم |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $33641442 | 117590 | 5,27% | الأسهم |
| Christian Investment Advisors, Inc. | $26364037 | 92153 | 4,13% | الأسهم |
| Strategic Equity Management | $23039759 | 80533 | 3,61% | الأسهم |
| SILVER OAK SECURITIES, INCORPORATED | $18505747 | 64685 | 2,90% | الأسهم |
| STIFEL FINANCIAL CORP | $15086092 | 52732 | 2,36% | الأسهم |
| Geneos Wealth Management Inc. | $14108800 | 49316 | 2,21% | الأسهم |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $12904935 | 45067 | 2,02% | الأسهم |
| MONEYWISE, INC. | $12834928 | 44863 | 2,01% | الأسهم |
| Belpointe Asset Management LLC | $11754885 | 41088 | 1,84% | الأسهم |
| Inspire Investing, LLC | $9674592 | 38613 | 1,51% | الأسهم |
| Investment Research Partners LLC | $8593412 | 30037 | 1,35% | الأسهم |
| Legacy Wealth Asset Management, LLC | $8240250 | 28803 | 1,29% | الأسهم |
| JONES FINANCIAL COMPANIES LLLP | $8162632 | 29088 | 1,28% | الأسهم |
| GTS SECURITIES LLC | $8083187 | 28254 | 1,27% | الأسهم |
| Orgel Wealth Management, LLC | $7949011 | 27785 | 1,24% | الأسهم |
| EverSource Wealth Advisors, LLC | $7593415 | 26542 | 1,19% | الأسهم |
| Focus Partners Advisor Solutions, LLC | $7167192 | 25052 | 1,12% | الأسهم |
| PAX Financial Group, LLC | $6947960 | 24286 | 1,09% | الأسهم |
| GOLDMAN SACHS GROUP INC | $6579498 | 22998 | 1,03% | الأسهم |
| Focus Partners Wealth | $6332211 | 22133 | 0,99% | الأسهم |
| Frontier Asset Management, LLC | $6007973 | 21000 | 0,94% | الأسهم |
| COMMONWEALTH EQUITY SERVICES, LLC | $5637930 | 19707 | 0,88% | الأسهم |
| FAMILY WEALTH PARTNERS, LLC | $5584371 | 22288 | 0,87% | الأسهم |
| ENVESTNET ASSET MANAGEMENT INC | $5207430 | 18202 | 0,82% | الأسهم |
| AE Wealth Management LLC | $5061513 | 17692 | 0,79% | الأسهم |
| CITADEL ADVISORS LLC | $4366306 | 15262 | 0,68% | الأسهم |
| Pettinga Financial Advisors LLC | $4296120 | 15017 | 0,67% | الأسهم |
| Sound Financial Strategies Group, LLC | $4135717 | 14456 | 0,65% | الأسهم |
| Equitable Holdings, Inc. | $3740660 | 13075 | 0,59% | الأسهم |
| Tulsa Wealth Advisors, INC | $3427173 | 11979 | 0,54% | الأسهم |
| LifeGuide Financial Advisors, LLC | $3013219 | 10532 | 0,47% | الأسهم |
| Valmark Advisers, Inc. | $2927845 | 10234 | 0,46% | الأسهم |
| Cetera Investment Advisers | $2704048 | 9452 | 0,42% | الأسهم |
| Kovack Advisors, Inc. | $2428421 | 8492 | 0,38% | الأسهم |
| RAYMOND JAMES FINANCIAL INC | $2225896 | 7780 | 0,35% | الأسهم |
| Fiduciary Alliance LLC | $2091968 | 7312 | 0,33% | الأسهم |
| Optivise Advisory Services LLC | $1917661 | 6703 | 0,30% | الأسهم |
| Simplicity Wealth,LLC | $1771617 | 6193 | 0,28% | الأسهم |
| IFG Advisory, LLC | $1696228 | 5929 | 0,27% | الأسهم |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1695866 | 5928 | 0,27% | الأسهم |
| VICUS CAPITAL | $1685981 | 5893 | 0,26% | الأسهم |
| Pioneer Wealth Management Group | $1609272 | 5625 | 0,25% | الأسهم |
| SageOak Financial, LLC | $1560285 | 5454 | 0,24% | الأسهم |
| Envestnet Portfolio Solutions, Inc. | $1553469 | 5430 | 0,24% | الأسهم |
| Revisor Wealth Management LLC | $1520581 | 5300 | 0,24% | الأسهم |
| JANE STREET GROUP, LLC | $1507980 | 5271 | 0,24% | الأسهم |
| OSAIC HOLDINGS, INC. | $1353718 | 4729 | 0,21% | الأسهم |
| Gambit Capital Management, LLC | $1176402 | 4112 | 0,18% | الأسهم |
| CWM, LLC | $1140276 | 4551 | 0,18% | الأسهم |
| Schwallier Wealth Management LLC | $1106036 | 3866 | 0,17% | الأسهم |
| Van Diest Capital, LLC | $1091292 | 3815 | 0,17% | الأسهم |
| Delta Investment Management, LLC | $1068918 | 3736 | 0,17% | الأسهم |
| WorthPointe, LLC | $1061402 | 3710 | 0,17% | الأسهم |
| Pinnacle Financial Partners, Inc. | $1042226 | 3643 | 0,16% | الأسهم |
| IFP Advisors, Inc | $1028780 | 3596 | 0,16% | الأسهم |
| BROWN ADVISORY INC | $1014189 | 3545 | 0,16% | الأسهم |
| Farther Finance Advisors, LLC | $1003032 | 3506 | 0,16% | الأسهم |
| Plan Group Financial, LLC | $1001315 | 3500 | 0,16% | الأسهم |
| Sowell Financial Services LLC | $947816 | 3313 | 0,15% | الأسهم |
| World Investment Advisors | $846376 | 3378 | 0,13% | الأسهم |
| First Heartland Consultants, Inc. | $813640 | 2844 | 0,13% | الأسهم |
| Larry Mathis Financial Planning, LLC | $812496 | 2840 | 0,13% | الأسهم |
| Brookstone Capital Management | $792755 | 2771 | 0,12% | الأسهم |
| OneAscent Wealth Management LLC | $780451 | 2728 | 0,12% | الأسهم |
| Sterling Investment Advisors, Ltd. | $772443 | 2700 | 0,12% | الأسهم |
| LITTLEJOHN FINANCIAL SERVICES, INC. | $704926 | 2464 | 0,11% | الأسهم |
| Independent Advisor Alliance | $689477 | 2410 | 0,11% | الأسهم |
| Whitaker-Myers Wealth Managers, LTD. | $662166 | 2315 | 0,10% | الأسهم |
| WIN ADVISORS, INC | $645419 | 2256 | 0,10% | الأسهم |
| Sanctuary Advisors, LLC | $630256 | 2203 | 0,10% | الأسهم |
| Tandem Investment Partners LLC | $490644 | 1715 | 0,08% | الأسهم |
| McAdam, LLC | $488070 | 1706 | 0,08% | الأسهم |
| AlphaStar Capital Management, LLC | $465468 | 1627 | 0,07% | الأسهم |
| GWN SECURITIES INC. | $457744 | 1600 | 0,07% | الأسهم |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $451578 | 1578 | 0,07% | الأسهم |
| PRINCIPAL SECURITIES, INC. | $432854 | 1513 | 0,07% | الأسهم |
| HOWARD BAILEY SECURITIES, LLC | $401098 | 1402 | 0,06% | الأسهم |
| MRA Advisory Group | $400650 | 1400 | 0,06% | الأسهم |
| PFG Investments, LLC | $397149 | 1388 | 0,06% | الأسهم |
| Strategic Blueprint, LLC | $373990 | 1307 | 0,06% | الأسهم |
| Bedel Financial Consulting, Inc. | $370487 | 1295 | 0,06% | الأسهم |
| Continuum Advisory, LLC | $349888 | 1223 | 0,05% | الأسهم |
| COURIER CAPITAL LLC | $339589 | 1187 | 0,05% | الأسهم |
| Stewardship Advisors, LLC | $339017 | 1185 | 0,05% | الأسهم |
| Abundance Wealth Counselors | $318132 | 1112 | 0,05% | الأسهم |
| INDEPENDENT FINANCIAL GROUP, LLC | $289809 | 1013 | 0,05% | الأسهم |
| Signal Advisors Wealth, LLC | $247934 | 867 | 0,04% | الأسهم |
| Private Advisor Group, LLC | $232713 | 813 | 0,04% | الأسهم |
| Forge Financial Services LLC | $232140 | 811 | 0,04% | الأسهم |
| Hilltop Holdings Inc. | $219145 | 766 | 0,03% | الأسهم |
| Mountain Capital Investment Advisors Inc. | $218001 | 762 | 0,03% | الأسهم |
| Kingsview Wealth Management, LLC | $215426 | 753 | 0,03% | الأسهم |
| Range Financial Group LLC | $208560 | 729 | 0,03% | الأسهم |
| JPMORGAN CHASE & CO | $156987 | 554 | 0,02% | الأسهم |
| AdvisorNet Financial, Inc | $133318 | 466 | 0,02% | الأسهم |
| HARBOUR INVESTMENTS, INC. | $96412 | 337 | 0,02% | الأسهم |
| NewEdge Advisors, LLC | $91548 | 320 | 0,01% | الأسهم |
| MORGAN STANLEY | $76386 | 267 | 0,01% | الأسهم |
| Blue Trust, Inc. | $58648 | 205 | 0,01% | الأسهم |
| Bare Financial Services, Inc | $55096 | 193 | 0,01% | الأسهم |
| Ameritas Advisory Services, LLC | $49509 | 173 | 0,01% | الأسهم |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $48349 | 169 | 0,01% | الأسهم |
| Arax Advisory Partners | $44917 | 157 | 0,01% | الأسهم |
| PEOPLES FINANCIAL SERVICES CORP. | $38048 | 133 | 0,01% | الأسهم |
| Qube Research & Technologies Ltd | $24890 | 87 | 0,00% | الأسهم |
| Pinnacle Wealth Planning Services, Inc. | $8869 | 31 | 0,00% | الأسهم |
| Institute for Wealth Management, LLC. | $7818 | 27 | 0,00% | الأسهم |
| FMR LLC | $5839 | 20 | 0,00% | الأسهم |
| Cambridge Investment Research Advisors, Inc. | $3344 | 11689 | 0,00% | الأسهم |
| CENTAURUS FINANCIAL, INC. | $2930 | 10240 | 0,00% | الأسهم |
| HRT FINANCIAL LP | $2439 | 8527 | 0,00% | الأسهم |
| Cornerstone Financial Management LLC | $524 | 2 | 0,00% | الأسهم |
| Betterment LLC | $351 | 1228 | 0,00% | الأسهم |
| Main Street Group, LTD | $286 | 1 | 0,00% | الأسهم |
| CX Institutional | $271 | 994 | 0,00% | الأسهم |