Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF inkluderar JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1, JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1, Nilsine Partners, LLC, JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1, JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1, JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1, Capitolis Liquid Global Markets LLC, JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1, JRTBX - Multi-Index 2025 Lifetime Portfolio Class 1, JIIOX - Multi-Index Lifestyle Aggressive Portfolio Class 1, JLMOX - Multi-Index Lifestyle Moderate Portfolio Class 1, JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1, Gladwyn Financial Advisors, Inc., Anson Capital, Inc., JRLKX - Multi-Index 2015 Lifetime Portfolio Class R4, JRLDX - Multi-Index 2010 Lifetime Portfolio Class 1, Advyzon Investment Management, LLC, L2 Asset Management, LLC, Trust Co Of Oklahoma, och Evergreen Wealth Solutions, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | SCS Capital Management LLC | 1 964 353 | 1,83 | 25 615 | −2,57 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 248 | 3 | ||||||
| 2025-08-12 | 13F | Prudential Plc | 23 590 | 8,21 | 308 | 3,37 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 330 | 5,30 | 17 | 6,25 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 43 002 | 561 | ||||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 2 282 155 | 0,74 | 29 759 | −3,61 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 35 580 | 0 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 393 841 | 10,95 | 5 136 | 6,14 | ||||
| 2025-04-01 | NP | TRTY - Cambria Trinity ETF | 330 966 | 2,35 | 4 405 | −0,11 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 13 495 | 176 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 36 685 | 8,92 | 478 | 4,14 | ||||
| 2025-04-22 | NP | TIGGX - Goldman Sachs Tax-Advantaged Global Equity Portfolio Institutional | 10 743 | 74,63 | 144 | 66,28 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 91 215 | 14,15 | 1 196 | 9,63 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 942 | 10,69 | 12 | 9,09 | ||||
| 2025-07-29 | NP | JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 | 967 344 | 12 130 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12 037 | 451,65 | 157 | 437,93 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 94 063 | 31,27 | 1 227 | 25,61 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 32 568 | 2,04 | 432 | 6,42 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 245 296 | 73,87 | 3 196 | 68,39 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 3 541 | 347,66 | 46 | 360,00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 438 | 6 | ||||||
| 2025-07-25 | 13F | Prostatis Group LLC | 20 894 | 82,50 | 272 | 74,36 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 298 000 | 602,66 | 3 886 | 581,58 | ||||
| 2025-08-12 | 13F | Graham Capital Wealth Management, Llc | 14 856 | 0,16 | 194 | −4,46 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 524 281 | 11,16 | 6 837 | 6,35 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 41 708 | 21,12 | 544 | 15,78 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 120 878 | 0,30 | 1 576 | −4,02 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 1 160 203 | 2 599,78 | 15 123 | 2 480,72 | ||||
| 2025-08-28 | NP | GPAAX - Grant Park Multi Alternative Strategies Fund Class A | 511 655 | 7,35 | 6 672 | 2,69 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 14 548 | 1,16 | 190 | 4,42 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 11 966 | 154 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 631 | 8 | ||||||
| 2025-07-29 | NP | JLMOX - Multi-Index Lifestyle Moderate Portfolio Class 1 | 335 733 | 4 210 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 215 900 | 838,70 | 3 | |||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 14 840 | 16,35 | 194 | 11,56 | ||||
| 2025-07-29 | NP | JRTBX - Multi-Index 2025 Lifetime Portfolio Class 1 | 548 729 | 6 881 | ||||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 29 590 | 2 991,95 | 386 | 3 108,33 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 12 444 | 162 | ||||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 109 456 | 8,01 | 1 427 | 3,33 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 30 420 | 3,52 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 11 055 | 144 | ||||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 289 259 | 8,32 | 3 772 | 3,63 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 23 381 | 0 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 13 860 | 181 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1 389 856 | 2,02 | 18 | 0,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 403 | 5 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 110 874 | 85,95 | 1 446 | 77,96 | ||||
| 2025-07-29 | NP | JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 | 677 710 | 8 498 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 50 926 | 664 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 355 181 | 5,75 | 4 632 | 1,18 | ||||
| 2025-07-29 | NP | JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 | 1 001 078 | 12 554 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 242 | 266,67 | 3 | |||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 25 153 | 13,25 | 328 | 8,28 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2 759 | 36 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 260 | 3 | ||||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 361 038 | 5,39 | 4 708 | 0,81 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 36 784 | 249,39 | 480 | 252,21 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 277 415 | 30,62 | 3 617 | 24,98 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 80 548 | 8 645,71 | 1 050 | 9 445,45 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 10 331 | 135 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 94 038 | 60,32 | 1 226 | 53,44 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 1 000 000 | 13 040 | ||||||
| 2025-07-29 | NP | JRLDX - Multi-Index 2010 Lifetime Portfolio Class 1 | 52 276 | 656 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 64 425 | 0,03 | 840 | −4,22 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 48 | 1 | ||||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 300 | 4 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 686 | 18,98 | 22 | 16,67 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 11 465 | 2,35 | 154 | 10,79 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 389 688 | 3,06 | 5 082 | −1,40 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 22 092 | 288 | ||||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 12 169 | 159 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 3 587 | 47 | ||||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 242 535 | 479,94 | 3 788 | 564,56 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 65 183 | 0,01 | 850 | −4,39 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 308 887 | 99,23 | 4 028 | 90,58 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 35 372 | 2,23 | 461 | −2,12 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 214 351 | 4,77 | 2 795 | 0,25 | ||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 10 167 | 133 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 948 216 | 1,81 | 12 365 | −2,59 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 133 | 2 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 151 335 | 1 161,02 | 1 973 | 1 110,43 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 16 382 | 12,92 | 214 | 8,12 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 110 714 | 5,69 | 1 444 | 1,12 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 39 692 | 518 | ||||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 27 574 | 48,99 | 360 | 42,46 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 403 | 5 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 12 912 | 5,70 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 34 072 | 23,66 | 444 | 18,40 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 319 660 | 11,98 | 4 168 | 7,15 | ||||
| 2025-07-29 | NP | JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 | 589 339 | 7 390 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 156 542 | 41,56 | 2 041 | 35,43 | ||||
| 2025-05-01 | 13F | Hughes Financial Services, LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 36 051 | 126,34 | 470 | 119,16 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 137 404 | 24,97 | 1 792 | 19,56 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 378 126 | 952,89 | 5 154 | 1 005,79 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 2 350 844 | 803,00 | 30 655 | 764,01 | ||||
| 2025-07-29 | NP | JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 | 239 250 | 3 000 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 149 673 | 1,84 | 1 952 | −2,60 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 12 976 | 0,85 | 169 | −3,43 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 86 180 | 0,27 | 1 124 | −4,10 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 159 989 | 1,17 | 2 086 | −3,20 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 51 253 | 1,56 | 668 | −2,77 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 134 411 | 3,57 | 1 753 | −0,90 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 18 101 | 2,09 | 236 | −2,07 | ||||
| 2025-08-14 | 13F | Fmr Llc | 7 607 368 | 73,69 | 99 200 | 66,17 | ||||
| 2025-07-29 | NP | JRLKX - Multi-Index 2015 Lifetime Portfolio Class R4 | 70 824 | 888 | ||||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 45 894 | 11,51 | 598 | 6,79 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 61 496 | 238,97 | 802 | 224,29 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 525 | 61,55 | 20 | 58,33 | ||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 2 288 736 | 694,61 | 29 845 | 660,38 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 54 518 | 22,41 | 711 | 16,97 | ||||
| 2025-04-22 | NP | GIDGX - Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional | 1 010 | 13 | ||||||
| 2025-07-29 | NP | JAAAX - Alternative Asset Allocation Fund Class A | 1 269 928 | 8,55 | 15 925 | 1,89 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 50 166 | 654 | ||||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 46 915 | 612 | ||||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 255 157 | 106,07 | 3 327 | 97,21 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 119 335 | 7,34 | 1 556 | 2,71 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 263 875 | 45,31 | 3 441 | 38,99 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 28 508 595 | 6,50 | 371 752 | 1,89 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 161 450 | 23,42 | 2 105 | 18,06 | ||||
| 2025-08-19 | 13F | Cim, Llc | 399 602 | 6,58 | 5 211 | 1,96 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 898 | 56,73 | 38 | 48,00 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 369 550 | 1,90 | 4 819 | −2,53 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 11 550 | 151 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 69 610 | 279,91 | 908 | 264,26 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 10 663 | 139 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 26 712 | 1,52 | 348 | −2,79 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 131 655 | 21,24 | 14 757 | 15,99 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 489 753 | 13,91 | 6 386 | 8,98 | ||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 8 763 | 114 | ||||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 30 750 | 401 | ||||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 247 055 | 1,08 | 3 222 | −3,30 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 891 691 | 1 013 185,23 | 11 628 | 1 162 600,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 13 173 | 5,05 | 174 | 8,07 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 257 178 | 0,35 | 3 354 | −4,01 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 175 006 | 37,48 | 2 282 | 31,53 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 1 045 162 | 6,34 | 13 629 | 1,74 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 16 119 | 6,98 | 210 | 2,44 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 42 189 | 2,31 | 550 | −2,14 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 22 | 214,29 | ||||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 239 519 | 16 163 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 165 332 | 2,90 | 2 156 | −1,55 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 81 628 | 1 064 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 16 844 | 220 | ||||||
| 2025-07-29 | NP | JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 | 771 891 | 9 680 | ||||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 1 880 | 70,14 | 25 | 60,00 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 11 292 | 147 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 2 540 275 | 1,23 | 33 | −2,94 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 805 038 | 7,11 | 10 498 | 2,47 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21 191 | 9,42 | 276 | 4,94 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 793 | 122,75 | 10 | 150,00 | ||||
| 2025-08-11 | 13F | Bedell Frazier Investment Counseling, LLC | 731 135 | 0,02 | 9 534 | −4,31 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 3 582 | 34,76 | 47 | 27,78 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 837 933 | 10 927 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 071 199 | 13,72 | 53 064 | 8,75 | ||||
| 2025-07-29 | NP | JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 | 755 115 | 9 469 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 105 880 | 5,15 | 1 381 | 0,58 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 24 684 | 4,57 | 330 | 2,80 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 83 | 1 | ||||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 155 482 | 1,99 | 2 027 | −2,41 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15 618 | 5,64 | 204 | 1,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 148 382 | 0,62 | 1 935 | −3,78 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 8 850 916 | 5,39 | 115 416 | 0,82 | ||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 16 059 | 209 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 48 584 | 0,60 | 634 | −3,80 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 33 923 | 10,60 | 444 | 4,23 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 894 | 12 | ||||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 11 151 | 145 | ||||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 31 466 599 | 5,96 | 410 324 | 1,38 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 4 070 | 23,75 | 53 | 20,45 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 11 665 | 0 | ||||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 12 077 | 1,27 | 157 | −3,09 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 33 450 | 1,24 | 436 | −3,11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 083 581 | 20,34 | 14 131 | 15,13 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 489 | 6 | ||||||
| 2025-07-16 | 13F | Patton Fund Management, Inc. | 460 564 | 6,10 | 6 006 | 1,50 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 57 222 | 4,83 | 746 | 0,27 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 2 482 | 32 | ||||||
| 2025-06-26 | NP | ARP - PMV Adaptive Risk Parity ETF | 152 201 | 574,74 | 1 893 | 531,00 | ||||
| 2025-07-29 | NP | JIIOX - Multi-Index Lifestyle Aggressive Portfolio Class 1 | 470 775 | 5 904 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 17 053 | 131 076,92 | 222 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 18 857 | 34,52 | 246 | 28,27 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 602 487 | 5,18 | 7 856 | 0,63 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 83 842 | 0,75 | 1 093 | −3,62 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 510 996 | 786,18 | 6 663 | 748,79 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 73 824 | 17,54 | 963 | 12,38 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 32 492 | 85,59 | 424 | 77,73 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1 605 | 66,15 | 21 | 53,85 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 209 963 | 1 072,90 | 28 818 | 1 022,16 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 209 396 | 2 731 | ||||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 616 800 | 8 043 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 250 | 24 900,00 | 3 | |||||
| 2025-07-14 | 13F | Farmers Trust Co | 19 206 | 42,33 | 250 | 36,61 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 471 407 | 3,60 | 6 147 | −0,87 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 6 610 640 | 0,67 | 86 136 | −2,55 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 35 075 | 48,78 | 457 | 42,37 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 32 000 | 166,67 | 417 | 155,83 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 116 452 | 1,75 | 1 519 | −2,63 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 79 | 12,86 | 1 | |||||
| 2025-08-13 | 13F | Echo45 Advisors LLC | 782 355 | 1,66 | 10 202 | −2,75 |
