Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Capital Group Core Balanced ETF meliputi Flagship Harbor Advisors, Llc, J Hagan Capital, Inc., Renaissance Technologies Llc, Divergent Planning, LLC, Franklin Resources Inc, Apollon Wealth Management, LLC, Vantage Financial Partners, LLC, Security Financial Services, INC., Assetmark, Inc, Lantern Wealth Advisors, LLC, Herold Advisors, Inc., Balboa Wealth Partners, Spinnaker Investment Group, LLC, Creekside Partners, Stephens Inc /ar/, Midwest Trust Co, Regal Investment Advisors LLC, Jpmorgan Chase & Co, Wisconsin Wealth Advisors, LLC, dan Colony Group, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Burford Brothers, Inc. | 38,845 | 18.69 | 1,299 | 28.13 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 56,571 | 59.51 | 1,892 | 72.22 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 156,348 | 119.34 | 5,228 | 136.78 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 40,162 | 40.47 | 1,343 | 51.75 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 161,429 | 70.43 | 5,398 | 83.98 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 13,308 | 9.51 | 445 | 18.35 | ||||
| 2025-08-14 | 13F | UBS Group AG | 113,689 | 24.39 | 3,802 | 34.26 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 384,074 | 514.41 | 12,843 | 557.27 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 89,976 | 13.75 | 3,009 | 22.78 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 7,472 | 250 | ||||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 6,437 | 216 | ||||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 15,061 | 32.73 | 504 | 43.30 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 126,907 | 19.54 | 4,244 | 29.05 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 24,583 | 91.52 | 822 | 107.05 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 15,693 | 525 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 85,405 | 52.55 | 2,856 | 64.65 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 13,195 | 441 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 11,911 | 14.05 | 405 | 25.39 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 255,847 | 469.08 | 8,556 | 514.58 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 444,601 | 20.12 | 14,867 | 29.66 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 8,370 | 7.85 | 280 | 16.25 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 64,610 | 4.76 | 2,161 | 13.09 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 14,723 | 492 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 119,313 | 27.27 | 3,990 | 37.36 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 12,927 | 0.32 | 432 | 8.27 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 103,662 | 17.84 | 3,466 | 27.19 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 33,821 | 1,131 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,985 | 66 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 57,599 | 1,926 | ||||||
| 2025-08-12 | 13F | Summit Global Investments | 13,015 | 10.13 | 0 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 28,516 | 9.02 | 954 | 17.65 | ||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 104,370 | 11.05 | 3,490 | 19.89 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 807,188 | 19.99 | 26,992 | 29.51 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 280 | 0.36 | 9 | 12.50 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 6,402 | 214 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 8,040 | 269 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 277,245 | 5.15 | 9,271 | 13.50 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 20,990 | 15.20 | 702 | 24.29 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 289,500 | 10.40 | 9,681 | 19.15 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4,453 | 85.08 | 149 | 100.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 612,948 | 369,145.78 | 20,497 | 409,820.00 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 120,264 | 3,761 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 133,638 | 293.72 | 4,469 | 325.12 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 18,755 | 134.53 | 627 | 153.85 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 18,220 | 609 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 15,668 | 77.92 | 524 | 92.28 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 36,522 | 22.55 | 1,221 | 32.29 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 47,186 | 74.80 | 1,578 | 88.64 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 164,127 | 46.97 | 5,527 | 58.59 | ||||
| 2025-07-17 | 13F | KWB Wealth | 232,371 | 68.01 | 7,199 | 66.47 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 31,293 | 6.46 | 1,046 | 14.95 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 9,528 | 0.40 | 319 | 8.16 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 29,780 | 64.43 | 996 | 77.36 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 17,815 | 20.45 | 552 | 19.26 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 237,715 | 2,113.77 | 7,949 | 2,294.28 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 6,850 | 229 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 344,272 | 25.35 | 11,513 | 35.31 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,207,565 | 208.62 | 74 | 231.82 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 134,649 | 2.51 | 4,503 | 10.64 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 6,675 | 0.60 | 223 | 8.78 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 158,837 | 18.21 | 5,312 | 27.61 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 106,568 | 19.67 | 3,564 | 29.19 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 93,100 | 3,113 | ||||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 11,394 | 50.75 | 381 | 62.82 | ||||
| 2025-08-08 | 13F | Creative Planning | 6,530 | 218 | ||||||
| 2025-08-14 | 13F | Clg Llc | 92,348 | 125.22 | 3,088 | 143.15 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 7,620 | 0.86 | 255 | 8.55 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 39,538 | 25.39 | 1,322 | 35.45 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 55,705 | 27.74 | 1,863 | 37.93 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 93,389 | 32.24 | 3,123 | 42.75 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 444 | 1.83 | 15 | 7.69 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 16,631 | 5.96 | 556 | 14.40 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 30,785 | 3.83 | 1,029 | 12.09 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 265,893 | 40.89 | 8,891 | 52.09 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 203,993 | 3.58 | 6,822 | 11.80 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 64,442 | 35.59 | 2,155 | 46.33 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 82,545 | 76.79 | 2,760 | 90.87 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 28,694 | 69.85 | 960 | 83.37 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 459,776 | 125.94 | 15,375 | 143.88 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 9,166 | 307 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 184,414 | 8.68 | 6,167 | 17.29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 210,471 | 16.47 | 7,038 | 25.72 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 2,707,404 | 24.39 | 90,536 | 34.27 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 16,433 | 7.70 | 550 | 16.31 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 51,829 | 14.97 | 1,733 | 24.14 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 436,456 | 37.28 | 14,595 | 48.19 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 89,959 | 6.48 | 3,008 | 14.94 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,533,507 | 1.59 | 51,281 | 9.66 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 164,745 | 18.93 | 5,509 | 28.38 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 194,959 | 6,519 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 49,998 | 54.59 | 1,672 | 66.93 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 5,993 | 200 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 108,068 | 8.57 | 3,614 | 17.19 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,402,025 | 9.23 | 80,324 | 17.91 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 5,821 | 225.92 | 195 | 252.73 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1,372 | 106.94 | 46 | 125.00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 18,078 | 6.66 | 605 | 15.05 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 93,507 | 28.06 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 | 0 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 304,914 | 10,196 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 75,663 | 1,024.26 | 2,529 | 1,158.21 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 112,179 | 27.12 | 4 | 50.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4,140,219 | 31.55 | 138,449 | 42.00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 61,621 | 2,061 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 94,682 | 52.48 | 3,166 | 64.64 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 12,173 | 22.00 | 411 | 32.69 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 15,490 | 101.14 | 518 | 117.65 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 24,225 | 23.00 | 810 | 32.79 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6,385 | 214 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 132,554 | 25.74 | 4,433 | 35.74 | ||||
| 2025-07-29 | 13F | Creekside Partners | 12,456 | 417 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 706,202 | 24.75 | 24 | 35.29 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,796,522 | 3.42 | 60,543 | 12.50 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 23,733 | 794 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 336,809 | 13.43 | 11,263 | 22.43 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 22,544 | 61.09 | 754 | 73.90 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 9,683 | 289.81 | 324 | 319.48 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 9,916 | 110.58 | 332 | 128.28 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 20,073 | 50.45 | 671 | 62.47 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 25,006 | 18.18 | 836 | 27.63 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 18,220 | 609 | ||||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 19,984 | 11.18 | 673 | 30.93 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 81,796 | 20.32 | 2,735 | 29.87 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,744,688 | 12.21 | 58,342 | 21.12 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 155,280 | 41.37 | 5,193 | 52.62 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 87,584 | 42.44 | 2,929 | 53.75 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 22,668 | 758 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 29 | 1 | ||||||
| 2025-07-17 | 13F | Greenbush Financial Group, LLC | 435,176 | 30.55 | 14,552 | 40.93 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 261,722 | 563.04 | 8,752 | 616.12 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 9,783 | 327 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 4,666 | 9.12 | 156 | 19.08 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 26,163 | 26.27 | 875 | 36.35 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 16,032 | 18.81 | 536 | 28.23 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 30,925 | 56.34 | 1,034 | 68.95 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 439,413 | 56.41 | 14,694 | 68.84 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 85,482 | 48.78 | 2,859 | 60.56 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 89,923 | 353.79 | 3,007 | 390.54 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 83,082 | 237.25 | 2,778 | 264.09 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 9,071 | 21.06 | 303 | 30.60 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 15,918 | 532 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 13,665 | 17.62 | 457 | 27.02 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 12,173 | 22.00 | 407 | 31.72 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 156,919 | 0.29 | 4,907 | 1.22 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 110,417 | 439.12 | 3,692 | 482.33 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 66,782 | 2,233 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 79,312 | 9.60 | 2,652 | 18.34 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 644,046 | 103.28 | 21,537 | 119.42 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 173,825 | 9.23 | 5,813 | 17.89 | ||||
| 2025-08-14 | 13F | Acas, Llc | 127,742 | 9.35 | 4,353 | 19.92 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 131,834 | 316.20 | 4,409 | 349.34 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 310,430 | 69.54 | 10 | 100.00 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 24,810 | 28.40 | 830 | 38.63 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 8,120 | 4.09 | 272 | 12.45 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 19,521 | 1.50 | 653 | 9.58 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 91,327 | 23.10 | 3,054 | 32.90 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 271,820 | 3.49 | 9,090 | 14.30 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,636,062 | 5.62 | 55 | 14.89 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 106,710 | 32.59 | 3,568 | 43.12 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 367,032 | 4,825.94 | 12,274 | 5,236.09 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 263,062 | 11.33 | 8,797 | 20.16 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 183,381 | 24.83 | 6,162 | 34.87 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 66,782 | 4.39 | 2,233 | 12.72 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6,069 | 203 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 560,777 | 6.75 | 18,752 | 15.22 | ||||
| 2025-07-29 | 13F | Nicholson Wealth Management Group, LLC | 6,392 | 214 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 7,448,979 | 35.32 | 249,094 | 46.06 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 100,967 | 35.03 | 3,376 | 45.77 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 153,168 | 23.59 | 5,122 | 33.39 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 7,351 | 247 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 182,165 | 11.98 | 6,092 | 21.31 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 22,545 | 194.24 | 754 | 217.72 | ||||
| 2025-07-18 | 13F | Vicus Capital | 16,578 | 61.47 | 554 | 74.21 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,838,766 | 75.56 | 61,488 | 89.50 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 355,793 | 78.57 | 11,898 | 92.76 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 49,010 | 26.71 | 1,639 | 36.73 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 9,176 | 20.72 | 307 | 30.21 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 58,702 | 38.02 | 1,963 | 48.97 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 11,695 | 391 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 16,144 | 30.73 | 540 | 41.10 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 6,280 | 210 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 27,604 | 4,700.70 | 921 | 5,317.65 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 12,541 | 419 | ||||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 7,955 | 266 |
