Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Global X Funds - Global X Defense Tech ETF, omfatter Quadrature Capital Ltd, Parker Investment Management, LLC, Marks Wealth, LLC, D. E. Shaw & Co., Inc., SMI Advisory Services, LLC, WJ Wealth Management, LLC, Riggs Asset Managment Co. Inc., Proficio Capital Partners LLC, Financially Speaking Inc, Renaissance Technologies Llc, StoneCrest Wealth Management, Inc., Perigon Wealth Management, LLC, Private Advisor Group, LLC, Vista Cima Wealth Management LLC, Great Diamond Partners, LLC, Toroso Investments, LLC, First International Bank of Israel Ltd., Centiva Capital, LP, Prevail Innovative Wealth Advisors, Llc, og Wolverine Trading, Llc .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 6.923 | 417 | ||||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 11.630 | 701 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 174.566 | 81,78 | 11 | 150,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 8.322 | 58,09 | 501 | 104,49 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 7.694 | 464 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1.888 | 182,21 | 114 | 264,52 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 10.885 | 45,17 | 656 | 87,68 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 161.965 | 9.758 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 45.592 | 2.747 | ||||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 5.725 | 345 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 12.079 | 1 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 29.734 | 3.654,29 | 1.791 | 4.875,00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6.261 | 377 | ||||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 3.360 | 202 | ||||||
| 2025-07-07 | 13F | Fox Hill Wealth Management | 3.663 | 221 | ||||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 153.014 | 140,34 | 9.219 | 211,14 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 5.285 | 15,42 | 318 | 49,30 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 18.868 | 82,95 | 1.137 | 136,67 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 4.950 | 298 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 7.353 | 38,32 | 443 | 79,35 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 74.645 | 4.497 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 17.293 | 40,67 | 1.042 | 81,99 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 14.611 | 880 | ||||||
| 2025-06-30 | NP | SMILX - SMI 50/40/10 Fund | 19.910 | 1.032 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1.702 | 103 | ||||||
| 2025-07-22 | 13F | Kercheville Advisors, LLC | 4.700 | 283 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 33.100 | 1.959 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 17.816 | 7,66 | 1.073 | 39,35 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 25.717 | 73,28 | 1.549 | 124,49 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 699.226 | 36,53 | 42.129 | 76,72 | ||||
| 2025-08-08 | 13F | Creative Planning | 4.198 | 253 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 49.270 | 2.969 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 9.103 | 45,65 | 548 | 88,97 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 167 | 209,26 | 10 | 400,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 8.999 | 260,97 | 542 | 367,24 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 500 | 30 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 539 | 32 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 3.425 | 1.270,00 | 206 | 1.772,73 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 253.522 | 189,77 | 15.275 | 275,10 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 10.274 | 43,19 | 619 | 85,89 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.711.271 | 124,79 | 103.104 | 190,95 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 1.000 | 0 | ||||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 35 | 2 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 7.724 | 465 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 4.300 | 259 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 76.897 | 4.633 | ||||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 28.650 | 1.726 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3.936 | 233 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 17.565 | 3,00 | 1.034 | 28,93 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 291.846 | 202,12 | 17.584 | 291,08 | ||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 25 | 2 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 12.457 | 0,06 | 751 | 29,53 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 4.827 | 12,18 | 291 | 45,00 | ||||
| 2025-08-13 | 13F | Centiva Capital, LP | 35.000 | 2.109 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5.708 | 89,89 | 344 | 146,76 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 38.000 | 2.290 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 5.079 | 306 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 150 | 9 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 65 | 18,18 | 4 | 50,00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 9.633 | 580 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 372.597 | 111,03 | 22.448 | 173,16 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 5.482 | 331 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 10.642 | 25,67 | 641 | 62,69 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 9.973 | 86,13 | 609 | 144,58 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 15.123 | 84,54 | 911 | 139,11 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 21.754 | 1.311 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 27.340 | 1.647 | ||||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.063.557 | 342,13 | 63.393 | 466,40 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 37.478 | 108,79 | 2.256 | 170,50 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 21 | 1 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 41.195 | 78,98 | 2.482 | 131,65 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 163.698 | 53,57 | 9.863 | 98,75 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 3.850 | 232 | ||||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 5.333 | 321 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 15.585 | 939 | ||||||
| 2025-08-13 | 13F | Walleye Capital LLC | 18.835 | 1.135 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 873 | 31,48 | 53 | 73,33 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 79 | 5 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 7.133 | 11,75 | 430 | 44,44 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 24.451 | 1.473 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 7.139 | 1.099,83 | 430 | 1.492,59 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12.578 | 28,16 | 758 | 66,01 | ||||
| 2025-08-12 | 13F | Hillsdale Investment Management Inc. | 120 | 166,67 | 7 | 250,00 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 92.574 | 4,45 | 5.578 | 35,20 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 230.922 | 13.913 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 223.498 | 141,85 | 13 | 225,00 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 22.050 | 69,62 | 1.329 | 119,50 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 33.935 | 2.045 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 52.707 | 644,24 | 3.176 | 865,05 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3.652 | 220 | ||||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 100.694 | 6.067 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 683 | 0,44 | 41 | 32,26 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 10.005 | 603 | ||||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 3.838 | 231 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5.730 | 345 | ||||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 3.447 | 208 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 137.105 | 521,00 | 8.261 | 704,28 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 20.700 | 2.200,00 | 1.247 | 2.941,46 | |||
| 2025-07-29 | 13F | Swmg, Llc | 3.639 | 221 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 55.600 | 55.500,00 | 3.350 | 83.625,00 | |||
| 2025-08-05 | 13F | Chase Investment Counsel Corp | 10.997 | 1 | ||||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 13.245 | 800 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 152 | 9 | ||||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 4.730 | 285 | ||||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 132 | 8 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 13.706 | 826 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10.884 | 9,09 | 656 | 41,16 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3.522.494 | 74,09 | 212.230 | 125,33 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 14.073 | 6,57 | 1 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 320.000 | 161,70 | 19.280 | 238,72 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 95.310 | 183,80 | 5.742 | 267,37 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 48.442 | 22,39 | 2.919 | 58,41 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 122 | 7 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4.279 | 258 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 17.702 | 1,24 | 1.067 | 31,12 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 16.482 | 1.011 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 28.039 | 1.689 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.790 | 108 | ||||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 100 | 6 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 18.501 | 7.300,40 | 1.115 | 12.277,78 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 7.844 | 473 | ||||||
| 2025-08-12 | 13F | Terra Nova Asset Management LLC | 23.414 | 1,41 | 1.411 | 31,28 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 28.748 | 10,15 | 1.732 | 42,67 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3.505 | 217 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 23.105 | 0,28 | 1.392 | 29,85 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 25.392 | 1.530 | ||||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 10.164 | 622 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 62.153 | 25,41 | 3.745 | 62,36 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 166 | 10 | ||||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 66.616 | 39,44 | 4.014 | 80,52 | ||||
| 2025-08-08 | 13F | Parker Investment Management, LLC | 319.966 | 19.278 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 1.383 | 83 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2.661 | 160 | ||||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 5.365 | 323 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 104.078 | 91,75 | 6 | 200,00 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 4.765 | 287 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 4.021 | 242 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 7.914 | 42,21 | 368 | 76,92 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 159.858 | 9.724 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 8.737 | 16,52 | 526 | 50,72 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 14.650 | 1 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 5.678 | 343 | ||||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 18.654 | 23,15 | 1.123 | 59,29 | ||||
| 2025-05-15 | 13F | Vista Cima Wealth Management LLC | 45.000 | 0 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4.180 | 252 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 4 | 0 | ||||||
| 2025-08-07 | 13F | Financially Speaking Inc | 88.580 | 5.337 | ||||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 37.490 | 2.259 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 45 | 3 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 145.647 | 6.288,03 | 8.775 | 8.178,30 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 800 | 819,54 | 48 | 2.300,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1.311 | 20,83 | 0 | |||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 933 | 56 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 20.242 | 304,84 | 1 | |||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 24.410 | 12.680,10 | 1.471 | 18.275,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 22.648 | 33,34 | 1.365 | 72,66 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 75 | 5 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 100 | 6 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 4.103 | 247 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 7.125 | 429 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.927 | 116 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 750 | 45 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 6.673 | 402 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1.741 | 105 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 8.500 | 512 | |||||
| 2025-07-29 | 13F | Ballast, Inc. | 5.048 | 304 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 37.989 | 17,80 | 2.289 | 52,43 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 495.610 | 30 | ||||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 9.188 | 47,01 | 554 | 90,69 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 9.675 | 9,32 | 583 | 41,61 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.995.676 | 71,62 | 120.239 | 122,13 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 74.020 | 55,68 | 4.460 | 101,49 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 124.237 | 91,79 | 7.485 | 148,26 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 6.000 | 362 | ||||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 3.545 | 214 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 101 | 0 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3.389 | 204 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 4.363 | 263 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3.844 | 232 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 23 | 1 | ||||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 139.088 | 6,53 | 8.381 | 37,91 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 71.785 | 773,40 | 4.325 | 1.032,20 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 65.900 | 435,77 | 3.970 | 594,06 | |||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 4.155 | 250 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 14.201 | 856 | ||||||
| 2025-08-29 | NP | JAVAX - James Aggressive Allocation Fund | 4.500 | 271 | ||||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 735 | 44 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.235 | 131,71 | 74 | 208,33 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 43 | 3 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 100 | 6 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 2.015 | 121 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 413 | 25 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 25.233 | 2 | ||||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 26.842 | 1.620 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 576 | 0 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 14.209 | 178,39 | 856 | 261,18 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 145.268 | 8.752 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 12.230 | 36,50 | 737 | 76,50 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 4.333 | 261 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 2.426 | 348,43 | 146 | 484,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2.209 | 133 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 200 | 12 | ||||||
| 2025-08-29 | NP | GLRBX - James Balanced: Golden Rainbow Fund Retail Class | 32.502 | 12,53 | 1.958 | 45,68 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 714 | 207,76 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 9.485 | 571 | ||||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 119.643 | 7.208 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1.985 | 120 | ||||||
| 2025-07-15 | 13F | Herbst Group, Llc | 58.562 | 5,49 | 3.528 | 36,53 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11.266 | 34,31 | 679 | 73,85 | ||||
| 2025-06-30 | NP | SMIFX - Sound Mind Investing Fund | 21.340 | 1.106 | ||||||
| 2025-07-23 | 13F | Hall Capital Management Co Inc | 3.500 | 211 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 361 | 22 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10.818 | 652 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 25.869 | 1.559 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 23.570 | 217,87 | 1.386 | 297,13 | ||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | 16.852 | 1.015 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 11.187 | 674 | ||||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 39.323 | 2.369 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5.487 | 331 | ||||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 4.800 | 289 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 7.588 | 72,53 | 457 | 124,02 | ||||
| 2025-07-09 | 13F | David J Yvars Group | 6.445 | 388 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 3.525 | 49,05 | 212 | 92,73 | ||||
| 2025-08-26 | NP | USAF - Atlas America Fund | 7.843 | 473 | ||||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 35.410 | 2,08 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 333.665 | 20.110 |
