UMAY — Détenteurs institutionnels (13F)
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| Brookstone Capital Management | $52 175 645 | 1 345 767 | 39,30% | Actions |
| Talon Private Wealth, LLC | $28 091 526 | 739 204 | 21,16% | Actions |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6 955 994 | 179 416 | 5,24% | Actions |
| Cerity Partners LLC | $3 178 825 | 83 648 | 2,39% | Actions |
| Concurrent Investment Advisors, LLC | $2 529 867 | 65 253 | 1,91% | Actions |
| CENTRAL VALLEY ADVISORS, LLC | $2 524 908 | 65 125 | 1,90% | Actions |
| OSAIC HOLDINGS, INC. | $2 512 189 | 66 110 | 1,89% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $2 396 583 | 63 064 | 1,81% | Actions |
| Kestra Advisory Services, LLC | $2 197 983 | 57 838 | 1,66% | Actions |
| Spire Wealth Management | $2 191 138 | 57 662 | 1,65% | Actions |
| Cetera Investment Advisers | $2 137 422 | 56 244 | 1,61% | Actions |
| COMMONWEALTH EQUITY SERVICES, LLC | $2 067 180 | 54 396 | 1,56% | Actions |
| Castle Rock Wealth Management, LLC | $1 844 201 | 47 094 | 1,39% | Actions |
| KFG WEALTH MANAGEMENT, LLC | $1 415 841 | 36 519 | 1,07% | Actions |
| O'Connor Financial Group LLC | $1 296 824 | 33 449 | 0,98% | Actions |
| Lantz Financial LLC | $1 153 956 | 29 764 | 0,87% | Actions |
| MML INVESTORS SERVICES, LLC | $1 055 859 | 27 784 | 0,80% | Actions |
| OLD MISSION CAPITAL LLC | $920 798 | 24 230 | 0,69% | Actions |
| Foundations Investment Advisors, LLC | $900 771 | 23 703 | 0,68% | Actions |
| TRUIST FINANCIAL CORP | $879 452 | 23 142 | 0,66% | Actions |
| SteelPeak Wealth, LLC | $792 967 | 20 453 | 0,60% | Actions |
| IMG Wealth Management, Inc. | $733 767 | 18 926 | 0,55% | Actions |
| Trek Financial, LLC | $729 760 | 19 203 | 0,55% | Actions |
| LPL Financial LLC | $723 680 | 19 043 | 0,55% | Actions |
| RAYMOND JAMES FINANCIAL INC | $717 599 | 18 883 | 0,54% | Actions |
| MONEY CONCEPTS CAPITAL CORP | $693 734 | 18 255 | 0,52% | Actions |
| CITADEL ADVISORS LLC | $642 203 | 16 899 | 0,48% | Actions |
| Arkadios Wealth Advisors | $606 366 | 15 956 | 0,46% | Actions |
| Merit Financial Group, LLC | $595 498 | 15 670 | 0,45% | Actions |
| Atria Investments, Inc | $592 215 | 15 275 | 0,45% | Actions |
| Allworth Financial LP | $583 793 | 15 362 | 0,44% | Actions |
| MILESTONE ASSET MANAGEMENT, LLC | $519 986 | 13 412 | 0,39% | Actions |
| Advisory Services Network, LLC | $498 021 | 13 105 | 0,38% | Actions |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $455 891 | 11 669 | 0,34% | Actions |
| WEALTH ALLIANCE, LLC | $426 387 | 11 220 | 0,32% | Actions |
| MORGAN STANLEY | $363 113 | 9 555 | 0,27% | Actions |
| Virtue Capital Management, LLC | $349 660 | 9 201 | 0,26% | Actions |
| Steward Partners Investment Advisory, LLC | $349 394 | 9 194 | 0,26% | Actions |
| AE Wealth Management LLC | $341 110 | 8 976 | 0,26% | Actions |
| Beacon Pointe Advisors, LLC | $294 633 | 7 753 | 0,22% | Actions |
| Strategic Blueprint, LLC | $284 845 | 7 347 | 0,21% | Actions |
| Allegiance Financial Group Advisory Services LLC | $279 508 | 7 355 | 0,21% | Actions |
| WealthShield Partners, LLC | $259 974 | 6 841 | 0,20% | Actions |
| Sequoia Financial Advisors, LLC | $248 064 | 6 528 | 0,19% | Actions |
| ROYAL BANK OF CANADA | $219 000 | 5 767 | 0,16% | Actions |
| Bedel Financial Consulting, Inc. | $217 450 | 5 722 | 0,16% | Actions |
| Triad Wealth Partners, LLC | $214 205 | 5 525 | 0,16% | Actions |
| Chris Bulman Inc | $211 879 | 5 465 | 0,16% | Actions |
| KINGSWOOD WEALTH ADVISORS, LLC | $207 614 | 5 355 | 0,16% | Actions |
| Foundry Financial Group, Inc. | $204 263 | 5 375 | 0,15% | Actions |
| FOUNDERS FINANCIAL SECURITIES LLC | $202 515 | 5 329 | 0,15% | Actions |
| Savvy Advisors, Inc. | $201 869 | 5 312 | 0,15% | Actions |
| TOUNJIAN ADVISORY PARTNERS, LLC | $165 500 | 4 355 | 0,12% | Actions |
| Capital Investment Advisory Services, LLC | $121 570 | 3 199 | 0,09% | Actions |
| EVOLUTION WEALTH MANAGEMENT INC. | $87 938 | 2 314 | 0,07% | Actions |
| Continuum Advisory, LLC | $61 830 | 1 627 | 0,05% | Actions |
| Noble Wealth Management PBC | $27 139 | 700 | 0,02% | Actions |
| CoreCap Advisors, LLC | $23 921 | 617 | 0,02% | Actions |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $20 027 | 527 | 0,02% | Actions |
| Archer Investment Corp | $17 747 | 467 | 0,01% | Actions |
| Financial Network Wealth Advisors LLC | $17 557 | 462 | 0,01% | Actions |
| CWM, LLC | $11 045 | 300 | 0,01% | Actions |
| Larson Financial Group LLC | $7 068 | 186 | 0,01% | Actions |
| Keating Financial Advisory Services, Inc. | $2 356 | 62 | 0,00% | Actions |
| Wood Tarver Financial Group, LLC | $1 246 | 32 789 | 0,00% | Actions |