Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF, omfatter Diligent Investors, LLC, Empowered Funds, LLC, AGGA - Astoria Dynamic Core US Fixed Income ETF, Sagard Holdings Management Inc., Wbh Advisory Inc, Walker Financial Services, Inc., RSMV - Relative Strength Managed Volatility Strategy ETF, Tactive Advisors, LLC, Investor's Fiduciary Advisor Network, LLC, Perennial Advisors, LLC, Retirement Income Solutions, Inc, Citizens & Northern Corp, XY Planning Network, Inc., Gateway Wealth Partners, LLC, Wealthcare Capital Partners, LLC, RFG - Bristol Wealth Advisors, LLC, MBE Wealth Management, LLC, TT Capital Management LLC, Natural Investments, Llc, og Beacon Capital Management, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | St Germain D J Co Inc | 491.213 | 9,95 | 14.388 | 10,14 | ||||
| 2025-07-30 | NP | AGGA - Astoria Dynamic Core US Fixed Income ETF | 126.650 | 3.699 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 85.311 | 33,25 | 2.489 | 33,05 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 61.317 | 1.796 | ||||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 27.718 | 812 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 1.835.886 | 32,22 | 53.773 | 32,44 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 17.830 | 18,91 | 522 | 19,18 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 17.451 | 511 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 28.987 | 9,85 | 849 | 10,12 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5.166.476 | 64,94 | 151.326 | 65,22 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 16.516 | 69,81 | 484 | 70,07 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 105.469 | 4,91 | 3.089 | 5,10 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 18.698 | 548 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 51.803 | 2 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 22.100 | 647 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5.607 | 6,05 | 164 | 6,49 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 123.832 | 2,55 | 3.621 | 3,34 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 21.003 | 615 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 10.172 | 1,72 | 298 | 1,71 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 342.438 | 0,86 | 10.030 | 1,04 | ||||
| 2025-08-28 | NP | GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares | 698.510 | 60,33 | 20.459 | 60,61 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 28.247 | 195,59 | 827 | 196,42 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 4.536.877 | 9,61 | 132.885 | 9,80 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 261.875 | 2,24 | 7.639 | 1,96 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 92.677 | 5,16 | 2.715 | 5,36 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1.263 | 37 | ||||||
| 2025-08-18 | 13F | Castleark Management Llc | 1.334.080 | 119,50 | 39.075 | 119,88 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 334.134 | 268,04 | 9.787 | 268,73 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 24.978 | 64,35 | 732 | 64,64 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 189.573 | 4,68 | 5.553 | 4,97 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 154.792 | 23,46 | 4.534 | 23,65 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 332.255 | 8,75 | 9.732 | 8,93 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 461.037 | 0,06 | 13.504 | 0,23 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 7.017 | 0 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 28 | 1 | ||||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 456.809 | 0,68 | 13.380 | 0,85 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 15.694 | 47,25 | 460 | 47,59 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 504.368 | 5,04 | 14.773 | 5,21 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 51.376 | 61,68 | 1.505 | 61,89 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 81.298 | 41,46 | 2.381 | 41,73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 239.260 | 4,59 | 7.008 | 4,77 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 230.764 | 0,60 | 6.759 | 0,78 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 17.605 | 1,03 | 1 | |||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 18.925 | 554 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 23.766 | 1,08 | 696 | 1,31 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 109.400 | 0,79 | 3.204 | 0,98 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 18.404 | 539 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2.152.120 | 15,53 | 63.036 | 15,73 | ||||
| 2025-08-13 | 13F | Virtus Fixed Income Advisers, LLC | 9 | 0 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 46.423 | 326,72 | 1.360 | 327,36 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 8.374 | 245 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4.926 | 5,19 | 144 | 5,88 | ||||
| 2025-06-26 | NP | SSFI - Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF | 91.355 | 29,66 | 2.684 | 30,93 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 499.774 | 7,96 | 14.638 | 8,15 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 1.134 | 1,07 | 33 | 3,13 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 725.851 | 3,90 | 21.260 | 4,08 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 18.469 | 1,12 | 541 | 1,12 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 215.191 | 0,26 | 6.303 | 0,43 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 49.082 | 7,26 | 1.438 | 7,48 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 4.606 | 956,42 | 134 | 1.016,67 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 15.166 | 36,91 | 444 | 37,46 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 8.431 | 11,61 | 247 | 11,82 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 27.443 | 2,44 | 804 | 2,55 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 50.261 | 1.472 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 71.641 | 2.098 | ||||||
| 2025-08-28 | NP | RSMV - Relative Strength Managed Volatility Strategy ETF | 73.525 | 2.154 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 7.400 | 24,96 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 3.708 | 1,95 | 109 | 1,89 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 56.104 | 1,21 | 1.643 | 1,42 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 972.120 | 3,01 | 28.473 | 3,19 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 7.509 | 1,04 | 220 | 0,92 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 4.297 | 126 | ||||||
| 2025-08-07 | 13F | Wisconsin Capital Management Llc | 9.800 | 18,07 | 287 | 18,60 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 175.424 | 85,66 | 5.138 | 86,02 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 585.514 | 2.416,93 | 17.150 | 2.421,91 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 43.581 | 2,35 | 1.276 | 2,49 | ||||
| 2025-04-28 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 40.254 | 5,60 | 1.179 | 5,83 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 7.302 | 214 | ||||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 9.646 | 283 | ||||||
| 2025-08-14 | 13F | Napa Wealth Management | 48.528 | 513,81 | 1.421 | 515,15 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 9.361 | 274 | ||||||
| 2025-08-05 | 13F | WorthPointe, LLC | 43.482 | 68,35 | 1.274 | 68,61 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 9.021 | 4,64 | 264 | 4,76 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 27.910 | 53,93 | 818 | 54,15 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 3.388.316 | 46,25 | 99.244 | 46,50 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 8.508.559 | 13,73 | 249.216 | 13,92 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 13.311 | 6,07 | 389 | 6,87 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 1.380.951 | 6,28 | 40.448 | 6,46 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1.275.497 | 11,10 | 37.360 | 11,28 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 665.709 | 1,35 | 19.499 | 1,53 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 21.549 | 631 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4.212 | 170,69 | 123 | 173,33 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 66.300 | 90,75 | 1.942 | 91,04 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 77.160 | 2.260 | ||||||
| 2025-06-30 | NP | TACK - Fairlead Tactical Sector ETF | 323.934 | 5,79 | 9.517 | 6,81 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 25.850 | 36,35 | 757 | 36,64 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 597.299 | 14,53 | 17.495 | 14,72 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 376.841 | 9,34 | 11.038 | 9,53 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 5.199 | 3,15 | 152 | 3,40 | ||||
| 2025-08-07 | 13F | PFG Advisors | 279.612 | 12,53 | 8.190 | 12,72 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 14.400 | 9,51 | 422 | 9,64 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 257 | 29,80 | 8 | 40,00 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 420.678 | 32,70 | 12.322 | 32,93 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 833 | 24 | ||||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 30.000 | 879 | ||||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 2.313.895 | 6,63 | 67.774 | 6,81 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 107.360 | 0,68 | 3.145 | 0,87 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 59.181 | 115,99 | 1.733 | 116,35 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 29.385 | 5,60 | 861 | 5,78 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 168.753 | 0,48 | 4.934 | 123.250,00 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 14.704 | 1,98 | 428 | 1,66 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 67.234 | 14,19 | 1.969 | 14,41 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.455.489 | 73,62 | 42.631 | 73,92 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 38.575 | 1 | ||||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 16.635 | 5,44 | 942 | 106,13 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 426.638 | 7,78 | 12.496 | 7,98 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 9.896 | 4,30 | 290 | 4,33 | ||||
| 2025-08-14 | 13F | Sagard Holdings Management Inc. | 117.745 | 3.449 | ||||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 42.325 | 14,94 | 1.240 | 15,15 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 16.291 | 3,88 | 477 | 4,61 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 101.810 | 16,05 | 2.982 | 16,26 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 549 | -2,66 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 90.596 | 139,69 | 2.654 | 140,09 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 13.315 | 0,95 | 390 | 1,30 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 49.971 | 16,97 | 1.464 | 18,08 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 34.265 | 9.013,03 | 1.004 | 9.018,18 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 24.728 | 1,04 | 724 | 1,26 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 104.723 | 13,53 | 3.067 | 13,72 | ||||
| 2025-08-14 | 13F | State Street Corp | 12.419.060 | 3,33 | 363.754 | 3,51 | ||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 18.949 | 555 | ||||||
| 2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 21.942.738 | 0,06 | 643 | 0,16 | ||||
| 2025-05-15 | 13F | AlphaQ Advisors LLC | 34.348 | 1.004 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 139.400 | 4.069 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 78 | 2 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 117.727 | 3.448 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 106.023 | 17,09 | 3.105 | 17,30 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 13.103 | 384 | ||||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 33.408 | 10,19 | 978 | 10,38 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 8.356 | 244 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 10.502 | 8,49 | 308 | 8,48 | ||||
| 2025-08-07 | 13F | M. Kulyk & Associates, LLC | 7.928 | 232 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 4.737 | 15,79 | 0 | |||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 221.525 | 4,44 | 6.477 | 5,27 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 579.844 | 12,18 | 16.897 | 11,80 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 56.209 | 1,69 | 1.640 | 1,55 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8.611 | 252 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 10.473 | 307 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 175.722 | 63,95 | 5.147 | 64,20 | ||||
| 2025-07-02 | 13F | S. R. Schill & Associates | 285.128 | 3,56 | 8.351 | 3,74 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 477.550 | 192,68 | 13.987 | 193,17 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 791.162 | 26,92 | 23.173 | 27,14 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 10.435 | 306 | ||||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 14.635 | 20,53 | 429 | 20,56 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 571.026 | 1,04 | 16.725 | 1,21 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 29.795 | 0,30 | 873 | 0,46 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 11.366 | 333 | ||||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 550 | 16 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 24.363 | 4,85 | 714 | 5,79 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 31.372 | 918 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1.235 | 287,15 | 36 | 300,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 10.188 | 11,17 | 298 | 11,61 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7.219 | 3,48 | 211 | 3,94 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 283 | 8 | ||||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 1.412 | 0,14 | ||||||
| 2025-08-13 | 13F | Rinkey Investments | 404.443 | 5,81 | 11.846 | 5,99 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 845.077 | 23,09 | 24.752 | 23,30 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 172.374 | 14,33 | 5.049 | 14,52 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 85.922 | 2.517 | ||||||
| 2025-08-26 | NP | USAF - Atlas America Fund | 53.450 | 8,18 | 1.566 | 8,38 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 76.796 | 0,17 | 2.249 | 0,36 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 388.516 | 2,06 | 11.380 | 2,24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.767.455 | 5,39 | 51.769 | 5,57 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 129.462 | 26,92 | 3.792 | 27,09 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 26.803 | 139,16 | 785 | 140,06 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 262.057 | 9,98 | 8 | 16,67 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3.140 | 0,96 | 92 | 1,11 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 12.235 | 10,16 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 284.219 | 7,29 | 8.325 | 7,48 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 747.610 | 3,16 | 21.898 | 4,66 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 398.015 | 0,79 | 11.658 | 0,96 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 200.000 | 5.858 | ||||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 77.883 | 0,26 | 2.281 | 0,44 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 853.117 | 6,65 | 24.988 | 6,83 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 996.838 | 174,72 | 29.197 | 175,18 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 17.093 | 40,42 | 501 | 40,85 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 68.694 | 2.012 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 428.112 | 18,12 | 12.539 | 18,33 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 160.823 | 4,03 | 4.711 | 4,20 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 107.094 | 0,40 | 3.137 | 0,55 |
