Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF inkluderar Wealth Advisory Team LLC, Ruggaard & Associates LLC, Summit Wealth Group Llc / Co, MVFG - Monarch Volume Factor Global Unconstrained Index ETF, Atlantic Union Bankshares Corp, Summa Corp., Precision Wealth Strategies, LLC, Quadrature Capital Ltd, TT Capital Management LLC, Fidelis Capital Partners, LLC, Benchmark Financial Wealth Advisors, LLC, Martin Worley Group, Auxano Advisors, LLC, Glenmede Investment Management, LP, Glenview Trust Co, Panoramic Investment Advisors, Llc, PFG Investments, LLC, Hoese & Co LLP, Highline Wealth Partners Llc, och Clean Yield Group .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 102 924 | 4 633 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 22 997 | 1 006 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 68 967 | 1,16 | 3 017 | 2,24 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 1 475 620 | 0,04 | 64 558 | 1,08 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 452 758 | 2,75 | 19 808 | 3,82 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 34 674 | 1,90 | 1 517 | 2,92 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 363 821 | 13,21 | 15 917 | 15,53 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 58 252 | 82,77 | 2 522 | 91,21 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 1 240 | 54 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 050 767 | 10,11 | 90 398 | 12,10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4 393 120 | 2,51 | 192 199 | 3,58 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 31 143 | 118,55 | 1 363 | 120,75 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 347 238 | 6,61 | 15 192 | 7,71 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 100 | 4 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 4 818 | 211 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5 855 514 | 4,22 | 256 179 | 5,30 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 19 831 | 0,22 | 868 | 1,29 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 154 867 | 6 775 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15 186 | 2,55 | 664 | 3,59 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 118 472 | 2,46 | 5 183 | 11,63 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 33 477 | 8,16 | 1 465 | 9,25 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 284 536 | 7,65 | 13 | 9,09 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 24 856 | 11,17 | 1 087 | 12,29 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 297 047 | 4,72 | 12 996 | 5,81 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 24 638 | 5,61 | 1 086 | 15,65 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 214 602 | 17,02 | 53 156 | 18,24 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 43 730 | 1,97 | 1 913 | 3,07 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 15 190 | 1,67 | 665 | 2,79 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 7 376 | 0 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 9 000 | 394 | ||||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 4 950 | 217 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 46 321 | 15,23 | 2 027 | 16,44 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 6 379 | 18,59 | 0 | |||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 36 467 | 2,56 | 1 595 | 3,64 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 54 190 | 2,05 | 2 371 | 3,09 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 7 197 | 5,85 | 315 | 6,80 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 497 738 | 4,44 | 21 776 | 5,52 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 6 117 | 1,54 | 268 | 2,69 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 33 068 | 187,85 | 1 447 | 190,95 | ||||
| 2025-08-14 | 13F/A | Forefront Analytics, LLC | 126 874 | 18,40 | 5 551 | 19,63 | ||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 30 642 | 2,30 | 1 341 | 3,40 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 240 909 | 11,71 | 10 540 | 18,04 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 201 161 | 8 801 | ||||||
| 2025-07-08 | 13F | Next Level Private LLC | 113 301 | 25,23 | 4 957 | 26,53 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 9 650 | 422 | ||||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 114 605 | 5,04 | 4 962 | 5,44 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 29 544 | 5,31 | 1 293 | 6,43 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 10 260 | 449 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 850 567 | 1,24 | 37 212 | 2,29 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12 187 | 2,83 | 533 | 3,29 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 32 263 | 18,92 | 1 411 | 20,19 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 72 060 | 6,92 | 3 153 | 8,02 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 19 | 58,33 | 1 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 204 432 | 11,79 | 8 944 | 12,95 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 221 229 | 3,77 | 9 679 | 4,85 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 983 | 15,98 | 131 | 17,12 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 70 527 | 2,50 | 3 086 | 3,56 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 376 241 | 4,62 | 16 461 | 5,70 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 19 041 | 186,76 | 833 | 190,24 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 175 007 | 114,27 | 7 657 | 116,52 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 567 614 | 3,50 | 24 833 | 4,57 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 481 763 | 632,76 | 21 077 | 640,58 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 260 | 796,55 | 11 | 1 000,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 360 586 | 10,94 | 15 776 | 12,09 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 24 450 | 564,40 | 1 070 | 603,29 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 6 004 | 263 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 263 123 | 4 933,92 | 11 512 | 4 993,36 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 11 066 | 5,54 | 484 | 6,84 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7 121 | 43,51 | 312 | 45,33 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 78 135 | 21,16 | 3 418 | 22,42 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 277 499 | 27,58 | 12 210 | 28,75 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 6 137 | 1,61 | 268 | 2,68 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 26 933 | 29,00 | 1 179 | 30,31 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 46 084 | 18,38 | 2 016 | 19,64 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 13 230 | 558 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 026 | 0,70 | 89 | 1,15 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 23 486 | 1 028 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 311 367 | 22,42 | 13 622 | 23,70 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 801 420 | 10,95 | 35 062 | 12,11 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 10 516 | 466 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 703 585 | 1,55 | 30 782 | 2,60 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4 961 | 4,33 | 217 | 5,85 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 18 025 | 789 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 628 486 | 99,16 | 27 496 | 101,23 | ||||
| 2025-07-25 | 13F | Asset Planning,Inc | 193 | 8 | ||||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 1 476 164 | 3,10 | 64 582 | 4,17 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 94 449 | 785,35 | 4 132 | 796,31 | ||||
| 2025-07-23 | 13F | Northern Financial Advisors Inc | 6 876 | 3,23 | 301 | 4,17 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 171 836 | 5,00 | 7 557 | 5,97 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 85 559 | 0,36 | 3 743 | 1,41 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 47 096 | 4,05 | 2 060 | 5,16 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 215 188 | 2,08 | 9 414 | 3,14 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 10 332 | 452 | ||||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 119 169 | 311,04 | 4 938 | 316,36 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 455 186 | 3 705,27 | 19 914 | 3 751,84 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 161 139 | 7,02 | 7 050 | 8,13 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 146 975 | 1,63 | 6 430 | 2,57 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 106 862 | 0,37 | 4 675 | 1,43 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 9 279 | 19,59 | 406 | 20,90 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 176 123 | 1,40 | 7 705 | 2,46 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 801 704 | 4,30 | 35 075 | 5,38 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 378 182 | 0,97 | 16 545 | 2,02 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 12 563 | 148,23 | 550 | 150,68 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 14 081 | 1,35 | 616 | 2,50 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 585 983 | 1,88 | 25 637 | 2,94 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 106 317 | 68,32 | 4 651 | 70,12 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 139 184 | 2 338,83 | 6 089 | 2 365,18 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 217 | 158,33 | 10 | 200,00 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 150 654 | 6,96 | 6 428 | 8,25 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 28 | 1 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 479 718 | 0,82 | 195 988 | 1,86 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 609 765 | 2,93 | 26 677 | 4,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 217 674 | 3,97 | 9 523 | 5,05 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 209 103 | 654,07 | 9 148 | 662,33 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 84 170 | 0,94 | 3 682 | 1,99 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 311 367 | 5,21 | 13 622 | 6,31 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 26 584 | 1 163 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 52 037 | 4,11 | 2 277 | 5,18 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 8 311 | 2,10 | 364 | 3,13 | ||||
| 2025-07-18 | 13F | Vicus Capital | 223 173 | 4,32 | 9 764 | 5,41 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4 612 | 202 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 26 367 | 1 154 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 27 203 | 39,22 | 1 190 | 40,66 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 97 709 | 0,60 | 4 398 | 10,70 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 73 573 | 6,75 | 3 219 | 7,84 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 931 983 | 5,17 | 40 774 | 6,26 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 52 496 | 12,87 | 2 297 | 14,06 | ||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 150 240 | 4,00 | 6 762 | 5,61 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 8 708 | 1,90 | 381 | 2,70 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 12 447 | 28,17 | 545 | 35,32 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 86 | 4 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 456 058 | 23,61 | 20 | 26,67 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 72 109 | 1,98 | 3 155 | 3,04 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 17 071 | 24,28 | 747 | 25,59 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 124 152 | 1,33 | 5 638 | 7,31 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 439 792 | 9,76 | 19 | 11,76 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 9 924 | 48,10 | 434 | 56,68 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 809 | 35 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 111 187 | 10,36 | 4 864 | 11,51 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 738 | 32 | ||||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 5 963 | 19,52 | 261 | 20,37 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 182 313 | 14,65 | 7 976 | 15,85 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 7 222 | 1,48 | 316 | 2,27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 66 160 | 0,51 | 2 895 | 1,58 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 217 257 | 9 505 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 17 219 195 | 7,41 | 753 812 | 8,65 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 389 443 | 4,91 | 17 038 | 6,00 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 99 505 | 0,08 | 4 353 | 1,14 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 7 054 | 0,90 | 309 | 4,05 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7 055 | 309 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 14 627 | 0,25 | 640 | 14,72 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 63 568 | 0,47 | 2 781 | 1,53 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 17 168 | 2,94 | 751 | 4,02 | ||||
| 2025-07-25 | 13F | Summa Corp. | 48 282 | 2 112 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 120 770 | 6,37 | 92 784 | 7,48 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 25 373 | 0,11 | 1 110 | 1,19 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 42 810 | 3,05 | 1 873 | 4,12 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 85 225 | 4,07 | 3 729 | 5,16 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10 584 | 113,52 | 463 | 116,36 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 20 449 | 1,81 | 895 | 2,88 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 4 594 | 12,57 | 200 | 13,07 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 7 163 | 10,32 | 313 | 11,39 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 10 117 | 0,02 | 443 | 1,14 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 167 | 3,18 | 314 | 4,33 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 82 302 | 3 601 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 5 118 | 46 427,27 | 224 | 1 927,27 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 69 323 | 3,80 | 3 074 | 6,33 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6 505 | 19,93 | 285 | 21,37 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 102 983 | 4 506 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 33 120 | 1 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 15 861 | 2,20 | 694 | 3,28 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 28 210 | 1 234 | ||||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 20 139 | 13,38 | 881 | 14,56 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 8 315 | 216,28 | 364 | 221,24 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 10 742 238 | 0,78 | 469 973 | 1,83 | ||||
| 2025-08-08 | 13F | Creative Planning | 40 065 | 25,11 | 1 753 | 26,41 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 4 582 | 200 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 34 756 | 2,29 | 1 521 | 3,33 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 6 083 | 3,24 | 266 | 4,31 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 304 | 0 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 44 005 | 121,70 | 1 925 | 137,07 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10 270 | 4,66 | 449 | 5,90 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 5 980 | 1,42 | 262 | 2,35 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 477 | 1 299,44 | 108 | 1 442,86 |
