Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional Global Real Estate ETF inkluderar Maseco Llp, AlTi Global, Inc., Accordant Advisory Group Inc, Winnow Wealth Llc, Great Valley Advisor Group, Inc., Great Lakes Advisors, Llc, Thrivent Financial For Lutherans, MidWestOne Financial Group, Inc., Cambridge Investment Research Advisors, Inc., Live Oak Private Wealth LLC, Dopkins Wealth Management, Llc, Exchange Traded Concepts, Llc, och Ridgewood Investments LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 311 070 | 36,11 | 8 346 | 39,06 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 256 262 | 93,81 | 6 876 | 98,01 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 32 880 | 8,92 | 882 | 11,36 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 36 978 | 7,02 | 992 | 9,37 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 95 690 | 5,25 | 2 567 | 7,54 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 34 334 | 29,25 | 921 | 32,14 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 511 173 | 2,71 | 13 715 | 4,94 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 121 867 | 29,59 | 3 270 | 32,44 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 473 614 | 6,71 | 12 707 | 9,04 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 499 272 | 0,92 | 13 395 | 3,11 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 135 864 | 5,20 | 4 | 0,00 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 19 908 | 37,34 | 534 | 40,53 | ||||
| 2025-06-26 | NP | DFAW - Dimensional World Equity ETF | 520 331 | 15,26 | 13 680 | 17,04 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 999 | 27 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 500 756 | 126,04 | 13 435 | 130,96 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 19 415 | 3,73 | 520 | 7,45 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 420 127 | 7,60 | 11 213 | 9,36 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 119 612 | 17,20 | 3 209 | 28,98 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 35 681 | 957 | ||||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 107 952 | 2 896 | ||||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 78 161 | 8,62 | 2 097 | 11,01 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 2 219 008 | 5,19 | 59 536 | 7,47 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 656 264 | 1,53 | 17 608 | 3,73 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 126 | 30 | ||||||
| 2025-08-11 | 13F | WPWealth LLP | 811 791 | 6,83 | 21 780 | 9,15 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 129 223 | 0,44 | 3 467 | 2,63 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 57 734 | 23,07 | 1 549 | 25,75 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 221 720 | 9,81 | 5 949 | 12,18 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 44 613 | 4,52 | 1 197 | 6,79 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 257 844 | 6,11 | 6 918 | 8,40 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 222 765 | 4,78 | 5 977 | 7,04 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 18 997 | 509 | ||||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 35 377 | 2,04 | 949 | 4,29 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 97 206 | 135,00 | 2 608 | 140,15 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12 411 | 25,57 | 333 | 28,19 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 778 024 | 8,87 | 20 874 | 11,23 | ||||
| 2025-08-07 | 13F | Nwam Llc | 14 858 | 72,93 | 399 | 76,89 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 202 568 | 8,27 | 5 435 | 10,63 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 25 926 | 16,81 | 696 | 19,42 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 42 486 | 214,57 | 1 140 | 221,75 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 8 329 | 223 | ||||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 39 865 | 25,06 | 1 070 | 27,72 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 19 344 | 26,74 | 519 | 29,75 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 340 682 | 24,62 | 8 946 | 28,15 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 48 631 | 2,96 | 1 305 | 5,16 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 98 228 | 13,94 | 2 635 | 16,44 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 74 557 | 3,87 | 2 000 | 6,16 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 30 146 | 14,31 | 809 | 16,76 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 759 | 70,95 | 20 | 81,82 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 6 697 999 | 22,31 | 179 707 | 24,96 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 66 134 | 35,12 | 1 774 | 38,05 | ||||
| 2025-07-16 | 13F | Jentner Corp | 466 538 | 1,25 | 12 517 | 3,45 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 144 375 | 4,37 | 3 874 | 6,64 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 136 686 | 0,73 | 3 667 | 2,92 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 36 938 | 0,23 | 991 | 2,48 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 18 269 | 53,30 | 490 | 57,05 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 90 439 | 11,02 | 2 426 | 13,42 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 24 648 | 3,77 | 661 | 6,10 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 10 480 | 281 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 7 030 | 5,49 | 189 | 8,05 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 18 278 | 0,64 | 490 | 2,94 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 975 353 | 3,42 | 26 169 | 5,66 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 10 431 | 10,83 | 280 | 12,96 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 39 683 | 33,51 | 1 065 | 36,41 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 96 964 | 0,02 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 39 391 | 6,91 | 1 057 | 9,20 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 236 145 | 17,44 | 6 336 | 19,98 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 35 846 | 9,95 | 962 | 12,27 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 61 811 | 17,38 | 1 658 | 19,97 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 68 537 | 2,07 | 1 839 | 4,25 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 37 015 | 5,20 | 993 | 7,58 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 14 662 | 3,77 | 393 | 5,93 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 55 836 | 11,98 | 1 498 | 14,44 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 31 135 | 8,28 | 835 | 10,60 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 171 249 | 2,08 | 4 634 | 12,07 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 160 435 | 4,88 | 4 304 | 7,17 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 58 349 | 7,92 | 1 566 | 10,29 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 831 157 | 2,87 | 22 300 | 5,10 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 75 368 | 17,36 | 2 022 | 19,93 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 18 499 | 3,04 | 496 | 5,31 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 80 118 | 9,25 | 2 150 | 11,64 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5 055 | 0,06 | 0 | |||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 251 640 | 2,73 | 6 751 | 4,96 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 737 716 | 10,30 | 19 793 | 12,69 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 133 536 | 5,85 | 3 583 | 8,15 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 16 033 | 31,88 | 430 | 34,80 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 352 445 | 5,73 | 9 456 | 8,03 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 352 858 | 36 290 | ||||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 540 824 | 1,62 | 14 510 | 3,82 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 93 968 | 25,00 | 2 521 | 27,71 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 19 745 | 3,08 | 530 | 5,17 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 560 736 | 11,97 | 15 045 | 14,39 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 28 336 | 5,40 | 760 | 7,80 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 39 548 | 5,84 | 1 061 | 8,15 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 15 001 | 47,73 | 402 | 51,13 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 8 516 | 2,06 | 228 | 4,11 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 182 | 3 867,27 | 59 | 5 700,00 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 174 938 | 15,00 | 5 | 33,33 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 26 408 | 2,25 | 709 | 4,42 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 22 191 | 10,99 | 595 | 13,33 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 426 112 | 11 360 | ||||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 4 830 | 103,54 | 130 | 115,00 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 35 119 | 29,65 | 942 | 32,49 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 1 934 020 | 19,42 | 51 890 | 22,01 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 675 804 | 4,15 | 18 132 | 6,41 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 18 551 | 2,03 | 498 | 4,19 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 746 798 | 1,69 | 20 037 | 3,89 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 48 969 | 5,78 | 1 314 | 8,07 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 15 481 | 415 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 361 628 | 1,81 | 10 | 0,00 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 138 | 4 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 130 629 | 2,69 | 3 505 | 4,91 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 11 800 | 317 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 112 861 | 23,09 | 3 | 50,00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 258 996 | 5,87 | 6 946 | 14,68 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 310 | 1,14 | 142 | 3,65 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1 648 809 | 1,80 | 44 238 | 4,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 102 155 | 0,00 | 2 805 | 3,70 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 42 430 | 5,54 | 1 138 | 7,87 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 321 722 | 0,58 | 8 632 | 2,76 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 664 599 | 1,19 | 17 831 | 3,39 | ||||
| 2025-08-14 | 13F | Comerica Bank | 126 | 2,44 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 11 154 | 9,18 | 299 | 11,57 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 8 997 | 8,58 | 241 | 14,22 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 570 | 0,71 | 15 | 7,14 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 535 070 | 188,57 | 14 356 | 194,82 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 14 517 559 | 2,03 | 389 506 | 4,24 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 209 698 | 2,94 | 5 626 | 5,18 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 107 952 | 2 896 | ||||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 271 915 | 5,64 | 7 295 | 7,93 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 109 598 | 1 006,16 | 2 941 | 1 030,77 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 057 | 42,45 | 29 | 47,37 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 12 231 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 83 185 | 2 232 | ||||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 139 106 | 1,75 | 3 732 | 3,84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 15 689 | 47,38 | 419 | 50,90 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 19 527 | 0,07 | 524 | 2,15 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 26 486 | 18,63 | 711 | 21,16 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 203 | 0,50 | 5 | 0,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 74 663 | 142,26 | 2 003 | 147,59 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 119 295 | 0,73 | 3 201 | 2,89 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 11 149 | 7,19 | 299 | 9,52 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 56 749 | 25,24 | 1 523 | 28,01 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 127 560 | 3,28 | 3 422 | 5,52 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 175 189 | 3,24 | 4 670 | 4,78 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 156 087 | 8,94 | 4 188 | 11,30 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 30 820 | 53,20 | 809 | 57,70 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 367 664 | 6,54 | 9 864 | 8,86 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 60 264 | 9,61 | 1 617 | 11,99 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 10 768 | 10,29 | 289 | 12,50 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 2 184 381 | 4,27 | 58 607 | 6,54 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 89 663 | 50,06 | 2 406 | 53,28 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 8 507 | 228 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 339 941 | 0,90 | 9 121 | 3,09 | ||||
| 2025-08-08 | 13F | Creative Planning | 53 264 | 2,70 | 1 429 | 5,00 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 4 996 700 | 4,18 | 134 061 | 6,44 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 89 682 | 1,75 | 2 406 | 3,98 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 27 044 | 17,03 | 726 | 19,64 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 220 810 | 7,53 | 5 798 | 10,56 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 8 104 | 1,27 | 217 | 3,33 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 783 538 | 1,63 | 21 022 | 3,84 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 522 403 | 2,56 | 14 016 | 4,79 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 63 610 | 18,85 | 1 707 | 21,42 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 128 | 3 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 2 463 983 | 0,68 | 66 109 | 2,86 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 189 695 | 2,78 | 5 090 | 5,01 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 426 776 | 3,68 | 11 450 | 5,93 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10 509 | 0 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 31 533 | 12,26 | 846 | 14,79 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 152 426 | 7,60 | 4 | 33,33 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12 708 | 341 | ||||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 11 475 | 7,97 | 308 | 10,04 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 79 459 | 15,25 | 2 | 100,00 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 569 962 | 6,18 | 15 292 | 8,48 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 61 287 | 0,91 | 1 644 | 3,14 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 174 207 | 3,45 | 4 736 | 7,08 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 107 | 224,92 | 110 | 233,33 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 112 836 | 0,22 | 3 027 | 2,40 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 179 651 | 4 820 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 25 220 | 1 | ||||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 9 891 | 4,91 | 265 | 7,29 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 14 647 | 36,59 | 393 | 39,50 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 188 519 | 16,09 | 5 058 | 18,60 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 145 113 | 55,28 | 3 893 | 58,64 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 14 753 | 1,89 | 394 | 4,24 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 765 | 70,38 | 21 | 75,00 |
