Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Global X Funds - Global X Defense Tech ETF inkluderar Quadrature Capital Ltd, Parker Investment Management, LLC, Marks Wealth, LLC, D. E. Shaw & Co., Inc., SMI Advisory Services, LLC, WJ Wealth Management, LLC, Riggs Asset Managment Co. Inc., Proficio Capital Partners LLC, Financially Speaking Inc, Renaissance Technologies Llc, StoneCrest Wealth Management, Inc., Perigon Wealth Management, LLC, Private Advisor Group, LLC, Vista Cima Wealth Management LLC, Great Diamond Partners, LLC, Toroso Investments, LLC, First International Bank of Israel Ltd., Centiva Capital, LP, Prevail Innovative Wealth Advisors, Llc, och Wolverine Trading, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 6 923 | 417 | ||||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 11 630 | 701 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 174 566 | 81,78 | 11 | 150,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 8 322 | 58,09 | 501 | 104,49 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 7 694 | 464 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 888 | 182,21 | 114 | 264,52 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 10 885 | 45,17 | 656 | 87,68 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 161 965 | 9 758 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 45 592 | 2 747 | ||||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 5 725 | 345 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 12 079 | 1 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 29 734 | 3 654,29 | 1 791 | 4 875,00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6 261 | 377 | ||||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 3 360 | 202 | ||||||
| 2025-07-07 | 13F | Fox Hill Wealth Management | 3 663 | 221 | ||||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 153 014 | 140,34 | 9 219 | 211,14 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 5 285 | 15,42 | 318 | 49,30 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 18 868 | 82,95 | 1 137 | 136,67 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 4 950 | 298 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 7 353 | 38,32 | 443 | 79,35 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 74 645 | 4 497 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 17 293 | 40,67 | 1 042 | 81,99 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 14 611 | 880 | ||||||
| 2025-06-30 | NP | SMILX - SMI 50/40/10 Fund | 19 910 | 1 032 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 702 | 103 | ||||||
| 2025-07-22 | 13F | Kercheville Advisors, LLC | 4 700 | 283 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 33 100 | 1 959 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 17 816 | 7,66 | 1 073 | 39,35 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 25 717 | 73,28 | 1 549 | 124,49 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 699 226 | 36,53 | 42 129 | 76,72 | ||||
| 2025-08-08 | 13F | Creative Planning | 4 198 | 253 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 49 270 | 2 969 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 9 103 | 45,65 | 548 | 88,97 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 167 | 209,26 | 10 | 400,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 8 999 | 260,97 | 542 | 367,24 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 500 | 30 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 539 | 32 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 3 425 | 1 270,00 | 206 | 1 772,73 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 253 522 | 189,77 | 15 275 | 275,10 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 10 274 | 43,19 | 619 | 85,89 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 711 271 | 124,79 | 103 104 | 190,95 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 1 000 | 0 | ||||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 35 | 2 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 7 724 | 465 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 4 300 | 259 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 76 897 | 4 633 | ||||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 28 650 | 1 726 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3 936 | 233 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 17 565 | 3,00 | 1 034 | 28,93 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 291 846 | 202,12 | 17 584 | 291,08 | ||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 25 | 2 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 12 457 | 0,06 | 751 | 29,53 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 4 827 | 12,18 | 291 | 45,00 | ||||
| 2025-08-13 | 13F | Centiva Capital, LP | 35 000 | 2 109 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5 708 | 89,89 | 344 | 146,76 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 38 000 | 2 290 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 5 079 | 306 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 150 | 9 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 65 | 18,18 | 4 | 50,00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 9 633 | 580 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 372 597 | 111,03 | 22 448 | 173,16 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 5 482 | 331 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 10 642 | 25,67 | 641 | 62,69 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 9 973 | 86,13 | 609 | 144,58 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 15 123 | 84,54 | 911 | 139,11 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 21 754 | 1 311 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 27 340 | 1 647 | ||||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1 063 557 | 342,13 | 63 393 | 466,40 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 37 478 | 108,79 | 2 256 | 170,50 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 21 | 1 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 41 195 | 78,98 | 2 482 | 131,65 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 163 698 | 53,57 | 9 863 | 98,75 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 3 850 | 232 | ||||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 5 333 | 321 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 15 585 | 939 | ||||||
| 2025-08-13 | 13F | Walleye Capital LLC | 18 835 | 1 135 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 873 | 31,48 | 53 | 73,33 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 79 | 5 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 7 133 | 11,75 | 430 | 44,44 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 24 451 | 1 473 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 7 139 | 1 099,83 | 430 | 1 492,59 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12 578 | 28,16 | 758 | 66,01 | ||||
| 2025-08-12 | 13F | Hillsdale Investment Management Inc. | 120 | 166,67 | 7 | 250,00 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 92 574 | 4,45 | 5 578 | 35,20 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 230 922 | 13 913 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 223 498 | 141,85 | 13 | 225,00 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 22 050 | 69,62 | 1 329 | 119,50 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 33 935 | 2 045 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 52 707 | 644,24 | 3 176 | 865,05 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3 652 | 220 | ||||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 100 694 | 6 067 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 683 | 0,44 | 41 | 32,26 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 10 005 | 603 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5 730 | 345 | ||||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 3 447 | 208 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 3 838 | 231 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 137 105 | 521,00 | 8 261 | 704,28 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 20 700 | 2 200,00 | 1 247 | 2 941,46 | |||
| 2025-07-29 | 13F | Swmg, Llc | 3 639 | 221 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 55 600 | 55 500,00 | 3 350 | 83 625,00 | |||
| 2025-08-05 | 13F | Chase Investment Counsel Corp | 10 997 | 1 | ||||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 13 245 | 800 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 152 | 9 | ||||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 4 730 | 285 | ||||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 132 | 8 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 13 706 | 826 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10 884 | 9,09 | 656 | 41,16 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 522 494 | 74,09 | 212 230 | 125,33 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 14 073 | 6,57 | 1 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 320 000 | 161,70 | 19 280 | 238,72 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 95 310 | 183,80 | 5 742 | 267,37 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 48 442 | 22,39 | 2 919 | 58,41 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 122 | 7 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4 279 | 258 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 17 702 | 1,24 | 1 067 | 31,12 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 16 482 | 1 011 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 28 039 | 1 689 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 790 | 108 | ||||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 100 | 6 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 18 501 | 7 300,40 | 1 115 | 12 277,78 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 7 844 | 473 | ||||||
| 2025-08-12 | 13F | Terra Nova Asset Management LLC | 23 414 | 1,41 | 1 411 | 31,28 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 28 748 | 10,15 | 1 732 | 42,67 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3 505 | 217 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 23 105 | 0,28 | 1 392 | 29,85 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 25 392 | 1 530 | ||||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 10 164 | 622 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 62 153 | 25,41 | 3 745 | 62,36 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 166 | 10 | ||||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 66 616 | 39,44 | 4 014 | 80,52 | ||||
| 2025-08-08 | 13F | Parker Investment Management, LLC | 319 966 | 19 278 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 1 383 | 83 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2 661 | 160 | ||||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 5 365 | 323 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 104 078 | 91,75 | 6 | 200,00 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 4 765 | 287 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 4 021 | 242 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 7 914 | 42,21 | 368 | 76,92 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 159 858 | 9 724 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 8 737 | 16,52 | 526 | 50,72 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 14 650 | 1 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 5 678 | 343 | ||||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 18 654 | 23,15 | 1 123 | 59,29 | ||||
| 2025-05-15 | 13F | Vista Cima Wealth Management LLC | 45 000 | 0 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4 180 | 252 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 4 | 0 | ||||||
| 2025-08-07 | 13F | Financially Speaking Inc | 88 580 | 5 337 | ||||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 37 490 | 2 259 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 45 | 3 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 145 647 | 6 288,03 | 8 775 | 8 178,30 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 800 | 819,54 | 48 | 2 300,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 311 | 20,83 | 0 | |||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 933 | 56 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 20 242 | 304,84 | 1 | |||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 24 410 | 12 680,10 | 1 471 | 18 275,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 22 648 | 33,34 | 1 365 | 72,66 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 75 | 5 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 100 | 6 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 4 103 | 247 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 7 125 | 429 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 927 | 116 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 750 | 45 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 6 673 | 402 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1 741 | 105 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 8 500 | 512 | |||||
| 2025-07-29 | 13F | Ballast, Inc. | 5 048 | 304 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 37 989 | 17,80 | 2 289 | 52,43 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 495 610 | 30 | ||||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 9 188 | 47,01 | 554 | 90,69 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 9 675 | 9,32 | 583 | 41,61 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 995 676 | 71,62 | 120 239 | 122,13 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 74 020 | 55,68 | 4 460 | 101,49 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 124 237 | 91,79 | 7 485 | 148,26 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 6 000 | 362 | ||||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 3 545 | 214 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 101 | 0 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 389 | 204 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 4 363 | 263 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3 844 | 232 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 23 | 1 | ||||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 139 088 | 6,53 | 8 381 | 37,91 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 71 785 | 773,40 | 4 325 | 1 032,20 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 65 900 | 435,77 | 3 970 | 594,06 | |||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 4 155 | 250 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 14 201 | 856 | ||||||
| 2025-08-29 | NP | JAVAX - James Aggressive Allocation Fund | 4 500 | 271 | ||||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 735 | 44 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 235 | 131,71 | 74 | 208,33 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 43 | 3 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 100 | 6 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 2 015 | 121 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 413 | 25 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 25 233 | 2 | ||||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 26 842 | 1 620 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 576 | 0 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 14 209 | 178,39 | 856 | 261,18 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 145 268 | 8 752 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 12 230 | 36,50 | 737 | 76,50 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 4 333 | 261 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 426 | 348,43 | 146 | 484,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 209 | 133 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 200 | 12 | ||||||
| 2025-08-29 | NP | GLRBX - James Balanced: Golden Rainbow Fund Retail Class | 32 502 | 12,53 | 1 958 | 45,68 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 714 | 207,76 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 9 485 | 571 | ||||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 119 643 | 7 208 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 985 | 120 | ||||||
| 2025-07-15 | 13F | Herbst Group, Llc | 58 562 | 5,49 | 3 528 | 36,53 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11 266 | 34,31 | 679 | 73,85 | ||||
| 2025-06-30 | NP | SMIFX - Sound Mind Investing Fund | 21 340 | 1 106 | ||||||
| 2025-07-23 | 13F | Hall Capital Management Co Inc | 3 500 | 211 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 361 | 22 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10 818 | 652 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 25 869 | 1 559 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 23 570 | 217,87 | 1 386 | 297,13 | ||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | 16 852 | 1 015 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 11 187 | 674 | ||||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 39 323 | 2 369 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5 487 | 331 | ||||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 4 800 | 289 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 7 588 | 72,53 | 457 | 124,02 | ||||
| 2025-07-09 | 13F | David J Yvars Group | 6 445 | 388 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 3 525 | 49,05 | 212 | 92,73 | ||||
| 2025-08-26 | NP | USAF - Atlas America Fund | 7 843 | 473 | ||||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 35 410 | 2,08 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 333 665 | 20 110 |
