Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF inkluderar Diligent Investors, LLC, Empowered Funds, LLC, AGGA - Astoria Dynamic Core US Fixed Income ETF, Sagard Holdings Management Inc., Wbh Advisory Inc, Walker Financial Services, Inc., RSMV - Relative Strength Managed Volatility Strategy ETF, Tactive Advisors, LLC, Investor's Fiduciary Advisor Network, LLC, Perennial Advisors, LLC, Retirement Income Solutions, Inc, Citizens & Northern Corp, XY Planning Network, Inc., Gateway Wealth Partners, LLC, Wealthcare Capital Partners, LLC, RFG - Bristol Wealth Advisors, LLC, MBE Wealth Management, LLC, TT Capital Management LLC, Natural Investments, Llc, och Beacon Capital Management, Inc. .
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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | St Germain D J Co Inc | 491 213 | 9,95 | 14 388 | 10,14 | ||||
| 2025-07-30 | NP | AGGA - Astoria Dynamic Core US Fixed Income ETF | 126 650 | 3 699 | ||||||
| 2025-07-16 | 13F | MKT Advisors LLC | 85 311 | 33,25 | 2 489 | 33,05 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 61 317 | 1 796 | ||||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 27 718 | 812 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 1 835 886 | 32,22 | 53 773 | 32,44 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 17 830 | 18,91 | 522 | 19,18 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 17 451 | 511 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 28 987 | 9,85 | 849 | 10,12 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5 166 476 | 64,94 | 151 326 | 65,22 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 16 516 | 69,81 | 484 | 70,07 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 105 469 | 4,91 | 3 089 | 5,10 | ||||
| 2025-08-13 | 13F | ASB Consultores, LLC | 18 698 | 548 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 51 803 | 2 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 22 100 | 647 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5 607 | 6,05 | 164 | 6,49 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 123 832 | 2,55 | 3 621 | 3,34 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 21 003 | 615 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 10 172 | 1,72 | 298 | 1,71 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 342 438 | 0,86 | 10 030 | 1,04 | ||||
| 2025-08-28 | NP | GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares | 698 510 | 60,33 | 20 459 | 60,61 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 28 247 | 195,59 | 827 | 196,42 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 4 536 877 | 9,61 | 132 885 | 9,80 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 261 875 | 2,24 | 7 639 | 1,96 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 92 677 | 5,16 | 2 715 | 5,36 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1 263 | 37 | ||||||
| 2025-08-18 | 13F | Castleark Management Llc | 1 334 080 | 119,50 | 39 075 | 119,88 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 334 134 | 268,04 | 9 787 | 268,73 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 24 978 | 64,35 | 732 | 64,64 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 189 573 | 4,68 | 5 553 | 4,97 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 154 792 | 23,46 | 4 534 | 23,65 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 332 255 | 8,75 | 9 732 | 8,93 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 461 037 | 0,06 | 13 504 | 0,23 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 7 017 | 0 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 28 | 1 | ||||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 456 809 | 0,68 | 13 380 | 0,85 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 15 694 | 47,25 | 460 | 47,59 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 504 368 | 5,04 | 14 773 | 5,21 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 51 376 | 61,68 | 1 505 | 61,89 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 81 298 | 41,46 | 2 381 | 41,73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 239 260 | 4,59 | 7 008 | 4,77 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 230 764 | 0,60 | 6 759 | 0,78 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 17 605 | 1,03 | 1 | |||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 18 925 | 554 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 23 766 | 1,08 | 696 | 1,31 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 109 400 | 0,79 | 3 204 | 0,98 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 18 404 | 539 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 152 120 | 15,53 | 63 036 | 15,73 | ||||
| 2025-08-13 | 13F | Virtus Fixed Income Advisers, LLC | 9 | 0 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 46 423 | 326,72 | 1 360 | 327,36 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 8 374 | 245 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4 926 | 5,19 | 144 | 5,88 | ||||
| 2025-06-26 | NP | SSFI - Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF | 91 355 | 29,66 | 2 684 | 30,93 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 499 774 | 7,96 | 14 638 | 8,15 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 1 134 | 1,07 | 33 | 3,13 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 725 851 | 3,90 | 21 260 | 4,08 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 18 469 | 1,12 | 541 | 1,12 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 215 191 | 0,26 | 6 303 | 0,43 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 49 082 | 7,26 | 1 438 | 7,48 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 4 606 | 956,42 | 134 | 1 016,67 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 15 166 | 36,91 | 444 | 37,46 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 8 431 | 11,61 | 247 | 11,82 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 27 443 | 2,44 | 804 | 2,55 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 50 261 | 1 472 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 71 641 | 2 098 | ||||||
| 2025-08-28 | NP | RSMV - Relative Strength Managed Volatility Strategy ETF | 73 525 | 2 154 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 7 400 | 24,96 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 3 708 | 1,95 | 109 | 1,89 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 56 104 | 1,21 | 1 643 | 1,42 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 972 120 | 3,01 | 28 473 | 3,19 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 7 509 | 1,04 | 220 | 0,92 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 4 297 | 126 | ||||||
| 2025-08-07 | 13F | Wisconsin Capital Management Llc | 9 800 | 18,07 | 287 | 18,60 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 175 424 | 85,66 | 5 138 | 86,02 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 585 514 | 2 416,93 | 17 150 | 2 421,91 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 43 581 | 2,35 | 1 276 | 2,49 | ||||
| 2025-04-28 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 40 254 | 5,60 | 1 179 | 5,83 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 7 302 | 214 | ||||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 9 646 | 283 | ||||||
| 2025-08-14 | 13F | Napa Wealth Management | 48 528 | 513,81 | 1 421 | 515,15 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 9 361 | 274 | ||||||
| 2025-08-05 | 13F | WorthPointe, LLC | 43 482 | 68,35 | 1 274 | 68,61 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 9 021 | 4,64 | 264 | 4,76 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 27 910 | 53,93 | 818 | 54,15 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 3 388 316 | 46,25 | 99 244 | 46,50 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 8 508 559 | 13,73 | 249 216 | 13,92 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 13 311 | 6,07 | 389 | 6,87 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 1 380 951 | 6,28 | 40 448 | 6,46 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 275 497 | 11,10 | 37 360 | 11,28 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 665 709 | 1,35 | 19 499 | 1,53 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 21 549 | 631 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4 212 | 170,69 | 123 | 173,33 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 66 300 | 90,75 | 1 942 | 91,04 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 77 160 | 2 260 | ||||||
| 2025-06-30 | NP | TACK - Fairlead Tactical Sector ETF | 323 934 | 5,79 | 9 517 | 6,81 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 25 850 | 36,35 | 757 | 36,64 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 597 299 | 14,53 | 17 495 | 14,72 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 376 841 | 9,34 | 11 038 | 9,53 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 5 199 | 3,15 | 152 | 3,40 | ||||
| 2025-08-07 | 13F | PFG Advisors | 279 612 | 12,53 | 8 190 | 12,72 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 14 400 | 9,51 | 422 | 9,64 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 257 | 29,80 | 8 | 40,00 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 420 678 | 32,70 | 12 322 | 32,93 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 833 | 24 | ||||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 30 000 | 879 | ||||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 2 313 895 | 6,63 | 67 774 | 6,81 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 107 360 | 0,68 | 3 145 | 0,87 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 59 181 | 115,99 | 1 733 | 116,35 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 29 385 | 5,60 | 861 | 5,78 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 168 753 | 0,48 | 4 934 | 123 250,00 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 14 704 | 1,98 | 428 | 1,66 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 67 234 | 14,19 | 1 969 | 14,41 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 455 489 | 73,62 | 42 631 | 73,92 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 38 575 | 1 | ||||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 16 635 | 5,44 | 942 | 106,13 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 426 638 | 7,78 | 12 496 | 7,98 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 9 896 | 4,30 | 290 | 4,33 | ||||
| 2025-08-14 | 13F | Sagard Holdings Management Inc. | 117 745 | 3 449 | ||||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 42 325 | 14,94 | 1 240 | 15,15 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 16 291 | 3,88 | 477 | 4,61 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 101 810 | 16,05 | 2 982 | 16,26 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 549 | −2,66 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 90 596 | 139,69 | 2 654 | 140,09 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 13 315 | 0,95 | 390 | 1,30 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 49 971 | 16,97 | 1 464 | 18,08 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 34 265 | 9 013,03 | 1 004 | 9 018,18 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 24 728 | 1,04 | 724 | 1,26 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 104 723 | 13,53 | 3 067 | 13,72 | ||||
| 2025-08-14 | 13F | State Street Corp | 12 419 060 | 3,33 | 363 754 | 3,51 | ||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 18 949 | 555 | ||||||
| 2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 21 942 738 | 0,06 | 643 | 0,16 | ||||
| 2025-05-15 | 13F | AlphaQ Advisors LLC | 34 348 | 1 004 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 139 400 | 4 069 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 78 | 2 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 117 727 | 3 448 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 106 023 | 17,09 | 3 105 | 17,30 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 13 103 | 384 | ||||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 33 408 | 10,19 | 978 | 10,38 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 8 356 | 244 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 10 502 | 8,49 | 308 | 8,48 | ||||
| 2025-08-07 | 13F | M. Kulyk & Associates, LLC | 7 928 | 232 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 4 737 | 15,79 | 0 | |||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 221 525 | 4,44 | 6 477 | 5,27 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 579 844 | 12,18 | 16 897 | 11,80 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 56 209 | 1,69 | 1 640 | 1,55 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8 611 | 252 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 10 473 | 307 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 175 722 | 63,95 | 5 147 | 64,20 | ||||
| 2025-07-02 | 13F | S. R. Schill & Associates | 285 128 | 3,56 | 8 351 | 3,74 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 477 550 | 192,68 | 13 987 | 193,17 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 791 162 | 26,92 | 23 173 | 27,14 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 10 435 | 306 | ||||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 14 635 | 20,53 | 429 | 20,56 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 571 026 | 1,04 | 16 725 | 1,21 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 29 795 | 0,30 | 873 | 0,46 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 11 366 | 333 | ||||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 550 | 16 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 24 363 | 4,85 | 714 | 5,79 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 31 372 | 918 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 235 | 287,15 | 36 | 300,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 10 188 | 11,17 | 298 | 11,61 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7 219 | 3,48 | 211 | 3,94 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 283 | 8 | ||||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 1 412 | 0,14 | ||||||
| 2025-08-13 | 13F | Rinkey Investments | 404 443 | 5,81 | 11 846 | 5,99 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 845 077 | 23,09 | 24 752 | 23,30 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 172 374 | 14,33 | 5 049 | 14,52 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 85 922 | 2 517 | ||||||
| 2025-08-26 | NP | USAF - Atlas America Fund | 53 450 | 8,18 | 1 566 | 8,38 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 76 796 | 0,17 | 2 249 | 0,36 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 388 516 | 2,06 | 11 380 | 2,24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 767 455 | 5,39 | 51 769 | 5,57 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 129 462 | 26,92 | 3 792 | 27,09 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 26 803 | 139,16 | 785 | 140,06 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 262 057 | 9,98 | 8 | 16,67 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3 140 | 0,96 | 92 | 1,11 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 12 235 | 10,16 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 284 219 | 7,29 | 8 325 | 7,48 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 747 610 | 3,16 | 21 898 | 4,66 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 398 015 | 0,79 | 11 658 | 0,96 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 200 000 | 5 858 | ||||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 77 883 | 0,26 | 2 281 | 0,44 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 853 117 | 6,65 | 24 988 | 6,83 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 996 838 | 174,72 | 29 197 | 175,18 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 17 093 | 40,42 | 501 | 40,85 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 68 694 | 2 012 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 428 112 | 18,12 | 12 539 | 18,33 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 160 823 | 4,03 | 4 711 | 4,20 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 107 094 | 0,40 | 3 137 | 0,55 |
