Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF inkluderer 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, og Evergreen Wealth Solutions, LLC .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
