Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i KB Financial Group Inc. - Depositary Receipt (Common Stock) inkluderar Voya Investment Management Llc, Colony Group, LLC, Naviter Wealth, LLC, Savant Capital, LLC, Integrated Wealth Concepts LLC, Midwest Trust Co, Harris Associates L P, Foster Group, Inc., REMG - Emerging Markets Equity Active ETF, Ascent Group, LLC, Glenmede Investment Management, LP, Simon Quick Advisors, Llc, HB Wealth Management, LLC, Pekin Hardy Strauss, Inc., Neuberger Berman Group LLC, Buckingham Strategic Partners, MAI Capital Management, Johnson Investment Counsel Inc, Verdence Capital Advisors LLC, och Wealth Alliance .
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 | GAMMA Investing LLC | 1 836 | 105,60 | 152 | 214,58 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 67 699 | 1,33 | 5 594 | 54,72 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 6 | 100,00 | 0 | |||||
| 2025-08-12 | 13F | Dimensional Fund Advisors Lp | 2 620 620 | 5,05 | 216 418 | 60,37 | ||||
| 2025-08-13 | 13F | Capital International Investors | 671 937 | 22,44 | 55 260 | 86,95 | ||||
| 2025-07-28 | NP | AVEM - Avantis Emerging Markets Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 617 724 | 21,45 | 46 175 | 67,13 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 6 061 | 0,55 | 501 | 52,44 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 5 002 | 0,91 | 271 | −4,26 | ||||
| 2025-08-13 | 13F | Groupama Asset Managment | 19 478 | 1,88 | 1 588 | 55,59 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 174 924 | 0,39 | 14 447 | 53,22 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 385 | 32 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 233 | 19 | ||||||
| 2025-07-18 | 13F | BSW Wealth Partners | 3 611 | 298 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 107 | 15,05 | 9 | 60,00 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 336 | 585,71 | 28 | 1 250,00 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 36 409 | 3 007 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 15 147 | 13,08 | 1 251 | 72,65 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 11 519 | 163,47 | 951 | 302,97 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 14 448 | 160,18 | 1 193 | 297,67 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 7 663 | 280,30 | 633 | 479,82 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 8 320 | 1,24 | 687 | 54,73 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 15 984 | 12,74 | 1 320 | 72,10 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 3 261 | 269 | ||||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 8 059 | 0,44 | 641 | 29,29 | ||||
| 2025-07-31 | 13F | Caitong International Asset Management Co., Ltd | 14 | 1 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 15 004 | 1,97 | 1 239 | 55,65 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 148 | 12 | ||||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 9 851 | 2,43 | 814 | 56,35 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 150 464 | 18,47 | 12 427 | 80,82 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 225 | 122,77 | 19 | 260,00 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 13 200 | 1 090 | |||||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 16 700 | 1 379 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 42 301 | 60,20 | 3 494 | 144,61 | ||||
| 2025-06-23 | NP | UUPIX - Ultraemerging Markets Profund Investor Class | 1 447 | 3,73 | 91 | 4,60 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 154 | 113,89 | 13 | 300,00 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | 1 072 | 89 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 62 | 37,78 | 5 | 150,00 | ||||
| 2025-08-13 | 13F | Capital Research Global Investors | 59 551 | 18,12 | 4 854 | 80,45 | ||||
| 2025-08-20 | NP | REMG - Emerging Markets Equity Active ETF | 3 325 | 275 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 152 939 | 508,93 | 12 631 | 829,43 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 64 244 | 24,30 | 5 306 | 92,42 | ||||
| 2025-06-26 | NP | DEXC - Dimensional Emerging Markets ex China Core Equity ETF | 7 590 | 21,46 | 478 | 22,56 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 303 | 25 | ||||||
| 2025-06-26 | NP | SNTKX - Steward International Enhanced Index Fund Class A | 8 767 | 36 429,17 | 552 | 55 100,00 | ||||
| 2025-07-28 | NP | VCGEX - Emerging Economies Fund | 5 475 | 12,63 | 409 | 54,92 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3 237 | 267 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 4 390 | 363 | ||||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Put | 100 | 8 | |||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Call | 11 600 | 1,75 | 958 | 55,52 | |||
| 2025-08-14 | 13F | Henry James International Management Inc. | 63 108 | 0,04 | 5 212 | 52,71 | ||||
| 2025-07-16 | 13F | Banque Pictet & Cie Sa | 6 526 | 56,80 | 539 | 139,11 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 8 898 | 1,95 | 735 | 55,51 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 3 000 | 248 | ||||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 304 298 | 24,59 | 25 132 | 90,17 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12 154 | 0,75 | 1 004 | 53,83 | ||||
| 2025-06-26 | NP | DFAE - Dimensional Emerging Core Equity Market ETF | 59 962 | 36,31 | 3 776 | 37,41 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 6 728 | 0,28 | 556 | 52,89 | ||||
| 2025-08-13 | 13F | West Family Investments, Inc. | 11 486 | 20,66 | 949 | 84,08 | ||||
| 2025-07-16 | NP | CGDG - Capital Group Dividend Growers ETF Share Class | 302 977 | 34,56 | 22 648 | 85,18 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 36 360 | 71,44 | 3 003 | 148,92 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2 899 | 239 | ||||||
| 2025-08-14 | 13F | Harris Associates L P | 3 545 | 293 | ||||||
| 2025-07-29 | NP | BPLSX - Boston Partners Long/Short Equity Fund INSTITUTIONAL | 14 036 | 15,26 | 1 049 | 58,70 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 985 573 | 4,02 | 81 399 | 58,78 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 181 | 15 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 8 263 | 682 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 160 | 13 | ||||||
| 2025-08-14 | 13F | Erste Asset Management GmbH | 5 000 | 408 | ||||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 30 642 | 10,69 | 2 531 | 69,00 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 19 619 | 18,64 | 1 620 | 79,40 | ||||
| 2025-08-14 | 13F | Strategic Global Advisors, LLC | 3 430 | 283 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 322 | 27 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 11 310 | 27,62 | 934 | 94,99 | ||||
| 2025-07-15 | 13F | Maseco Llp | 99 | 8 | ||||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 3 131 | 259 | ||||||
| 2025-06-26 | NP | DFSE - Dimensional Emerging Markets Sustainability Core 1 ETF | 4 208 | 4,91 | 265 | 6,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 6 102 | 0,54 | 504 | 53,35 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 57 | 128,00 | 5 | 300,00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 515 | 3,41 | 43 | 61,54 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 22 958 | 10,87 | 1 896 | 49,76 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 29 | 2 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 6 804 | 4 725,53 | 562 | 7 914,29 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8 | 1 | ||||||
| 2025-08-13 | 13F | Advisory Research Inc | 97 765 | 5,47 | 8 074 | 61,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 3 900 | 105,26 | 322 | 215,69 | |||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 771 | 817,86 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 19 700 | 129,07 | 1 627 | 249,89 | |||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 10 866 | 31,61 | 897 | 101,12 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 148 | 190,20 | 12 | 500,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 671 572 | 3,22 | 138 055 | 57,55 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 674 | 56 | ||||||
| 2025-08-13 | 13F | Walleye Capital LLC | Call | 2 500 | 206 | |||||
| 2025-08-14 | 13F | Orbis Allan Gray Ltd | 370 306 | 0,91 | 30 584 | 54,02 | ||||
| 2025-06-26 | NP | DFEM - Dimensional Emerging Markets Core Equity 2 ETF | 26 085 | 18,04 | 1 643 | 18,99 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 2 626 | 217 | ||||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 4 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 845 567 | 9,15 | 69 835 | 66,60 | ||||
| 2025-08-26 | NP | Profunds - Profund Vp Emerging Markets | 6 316 | 17,01 | 522 | 78,42 | ||||
| 2025-06-26 | NP | HFIGX - Hartford Schroders Diversified Growth Fund Class I | 1 713 | 28,03 | 108 | 28,92 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 4 507 | 372 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10 756 | 10,22 | 888 | 68,18 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 3 059 | 253 | ||||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 2 662 | 220 | ||||||
| 2025-08-08 | 13F | Ranmore Fund Management Ltd | 255 549 | 8,49 | 21 106 | 65,59 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 340 327 | 24,62 | 28 109 | 90,20 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 9 581 | 53,00 | 791 | 134,02 | ||||
| 2025-07-28 | NP | AVES - Avantis Emerging Markets Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 76 629 | 11,60 | 5 728 | 53,61 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 34 575 | 2 856 | ||||||
| 2025-07-25 | 13F | JustInvest LLC | 51 141 | 18,17 | 4 224 | 80,39 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 3 366 | 278 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 5 465 | 45,23 | 0 | |||||
| 2025-08-13 | 13F | Shelton Capital Management | 4 409 | 364 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 3 545 | 293 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 112 | 119,61 | 9 | 350,00 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 22 225 | 15,70 | 1 836 | 76,61 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 122 938 | 6,30 | 10 153 | 62,27 | ||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 4 753 | 393 | ||||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 4 | 0 | ||||||
| 2025-07-28 | NP | NSI - National Security Emerging Markets Index ETF | 1 685 | 38,68 | 126 | 92,31 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 62 296 | 16,46 | 5 145 | 77,78 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 298 | 5,70 | 107 | 48,61 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 2 733 | 226 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Call | 10 300 | 1 | |||||
| 2025-08-12 | 13F | Seeds Investor Llc | 6 379 | 19,70 | 527 | 82,64 | ||||
| 2025-07-28 | NP | AVXC - Avantis Emerging Markets ex-China Equity ETF | 5 924 | 37,35 | 443 | 88,89 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 978 | 2,19 | 81 | 56,86 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4 102 | 339 | ||||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 55 945 | 2,21 | 4 620 | 48,36 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 24 603 | 22,18 | 2 032 | 86,50 | ||||
| 2025-08-06 | 13F | BNP Paribas Asset Management Holding S.A. | 109 808 | 9 | ||||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 29 535 | 76,29 | 2 439 | 169,21 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 2 464 | 204 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 4 126 | 5,26 | 0 | |||||
| 2025-08-13 | 13F | Kilter Group LLC | 53 | 4 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 28 869 | 14,60 | 2 383 | 74,96 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 8 151 | 673 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 59 | 5 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 21 300 | 4,20 | 1 759 | 59,04 | ||||
| 2025-08-08 | 13F | JBF Capital, Inc. | 6 000 | 20,00 | 496 | 83,33 | ||||
| 2025-08-07 | 13F | Profund Advisors Llc | 8 667 | 24,40 | 716 | 90,16 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 1 554 154 | 1,73 | 128 | 56,10 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 4 418 | 2,74 | 365 | 56,90 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 828 | 234 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 245 | 23 457,14 | 681 | 67 900,00 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 2 598 | 215 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 26 373 | 9,22 | 2 178 | 66,77 | ||||
| 2025-07-22 | 13F | LGT Group Foundation | 14 657 | 165,77 | 1 211 | 306,04 | ||||
| 2025-08-08 | 13F | Creative Planning | 104 163 | 34,74 | 8 603 | 105,64 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6 640 | 5,87 | 548 | 64,07 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 69 313 | 0,02 | 5 725 | 52,68 | ||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 3 200 | 264 | ||||||
| 2025-08-14 | 13F | Royal London Asset Management Ltd | 12 488 | 0,87 | 1 031 | 54,11 | ||||
| 2025-06-25 | NP | WRAAX - Wilmington Global Alpha Equities Fund Class A Shares | 2 787 | 9,68 | 176 | 10,76 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 14 613 | 0,29 | 1 207 | 53,05 | ||||
| 2025-08-14 | 13F | Promethos Capital, LLC | 115 335 | 0,96 | 9 525 | 54,10 | ||||
| 2025-07-28 | NP | AVSE - Avantis Responsible Emerging Markets Equity ETF | 7 004 | 13,24 | 524 | 56,12 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 17 894 | 0,23 | 978 | −3,65 | ||||
| 2025-08-27 | NP | RYWTX - Emerging Markets 2x Strategy Fund Class A | 1 969 | 161,14 | 163 | 305,00 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 14 268 | 3,62 | 1 178 | 58,12 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4 150 | 343 | ||||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 68 740 | 340,08 | 5 755 | 581,07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6 889 | 19,13 | 569 | 82,05 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8 991 | 743 | ||||||
| 2025-08-29 | NP | MPLAX - Praxis International Index Fund Class A | 19 354 | 113,24 | 1 598 | 225,46 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 5 676 | 9,98 | 469 | 67,74 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 2 599 | 215 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6 692 | 11,38 | 553 | 69,85 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 2 560 | 211 | ||||||
| 2025-08-14 | 13F | Systematic Alpha Investments, LLC | 3 600 | 297 | ||||||
| 2025-07-24 | 13F | PDS Planning, Inc | 8 373 | 4,35 | 692 | 59,22 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 751 168 | 18,32 | 62 039 | 80,59 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2 108 | 573,48 | 174 | 987,50 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 105 244 | 15,99 | 8 692 | 77,06 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 17 686 | 69,00 | 1 461 | 157,95 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8 584 | 66,39 | 709 | 153,76 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 19 | 2 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 66 180 | 6,81 | 5 466 | 63,04 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 6 | 500,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 13 515 | 15,51 | 1 116 | 76,30 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 86 | 62,26 | 7 | 250,00 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 442 300 | 141,53 | 21 338 | 79,21 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 878 | 10 875,00 | 73 | |||||
| 2025-08-14 | 13F | Fmr Llc | 23 089 | 40,32 | 1 907 | 114,16 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 2 929 | 242 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 134 | 215,21 | 176 | 388,89 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 3 549 | 293 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 15 808 | 3,22 | 1 306 | 57,61 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 14 796 | 5,16 | 1 222 | 60,58 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 24 447 | 16,02 | 2 019 | 77,11 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 199 | 105,15 | 16 | 300,00 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 3 645 | 302 |
