Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Dimensional ETF Trust - Dimensional Global Real Estate ETF meliputi Maseco Llp, AlTi Global, Inc., Accordant Advisory Group Inc, Winnow Wealth Llc, Great Valley Advisor Group, Inc., Great Lakes Advisors, Llc, Thrivent Financial For Lutherans, MidWestOne Financial Group, Inc., Cambridge Investment Research Advisors, Inc., Live Oak Private Wealth LLC, Dopkins Wealth Management, Llc, Exchange Traded Concepts, Llc, dan Ridgewood Investments 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 311,070 | 36.11 | 8,346 | 39.06 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 256,262 | 93.81 | 6,876 | 98.01 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 32,880 | 8.92 | 882 | 11.36 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 36,978 | 7.02 | 992 | 9.37 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 95,690 | 5.25 | 2,567 | 7.54 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 34,334 | 29.25 | 921 | 32.14 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 511,173 | 2.71 | 13,715 | 4.94 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 121,867 | 29.59 | 3,270 | 32.44 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 473,614 | 6.71 | 12,707 | 9.04 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 499,272 | 0.92 | 13,395 | 3.11 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 135,864 | 5.20 | 4 | 0.00 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 19,908 | 37.34 | 534 | 40.53 | ||||
| 2025-06-26 | NP | DFAW - Dimensional World Equity ETF | 520,331 | 15.26 | 13,680 | 17.04 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 999 | 27 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 500,756 | 126.04 | 13,435 | 130.96 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 19,415 | 3.73 | 520 | 7.45 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 420,127 | 7.60 | 11,213 | 9.36 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 119,612 | 17.20 | 3,209 | 28.98 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 35,681 | 957 | ||||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 107,952 | 2,896 | ||||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 78,161 | 8.62 | 2,097 | 11.01 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 2,219,008 | 5.19 | 59,536 | 7.47 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 656,264 | 1.53 | 17,608 | 3.73 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1,126 | 30 | ||||||
| 2025-08-11 | 13F | WPWealth LLP | 811,791 | 6.83 | 21,780 | 9.15 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 129,223 | 0.44 | 3,467 | 2.63 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 57,734 | 23.07 | 1,549 | 25.75 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 221,720 | 9.81 | 5,949 | 12.18 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 44,613 | 4.52 | 1,197 | 6.79 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 257,844 | 6.11 | 6,918 | 8.40 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 222,765 | 4.78 | 5,977 | 7.04 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 18,997 | 509 | ||||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 35,377 | 2.04 | 949 | 4.29 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 97,206 | 135.00 | 2,608 | 140.15 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12,411 | 25.57 | 333 | 28.19 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 778,024 | 8.87 | 20,874 | 11.23 | ||||
| 2025-08-07 | 13F | Nwam Llc | 14,858 | 72.93 | 399 | 76.89 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 202,568 | 8.27 | 5,435 | 10.63 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 25,926 | 16.81 | 696 | 19.42 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 42,486 | 214.57 | 1,140 | 221.75 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 8,329 | 223 | ||||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 39,865 | 25.06 | 1,070 | 27.72 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 19,344 | 26.74 | 519 | 29.75 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 340,682 | 24.62 | 8,946 | 28.15 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 48,631 | 2.96 | 1,305 | 5.16 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 98,228 | 13.94 | 2,635 | 16.44 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 74,557 | 3.87 | 2,000 | 6.16 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 30,146 | 14.31 | 809 | 16.76 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 759 | 70.95 | 20 | 81.82 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 6,697,999 | 22.31 | 179,707 | 24.96 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 66,134 | 35.12 | 1,774 | 38.05 | ||||
| 2025-07-16 | 13F | Jentner Corp | 466,538 | 1.25 | 12,517 | 3.45 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 144,375 | 4.37 | 3,874 | 6.64 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 136,686 | 0.73 | 3,667 | 2.92 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 36,938 | 0.23 | 991 | 2.48 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 18,269 | 53.30 | 490 | 57.05 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 90,439 | 11.02 | 2,426 | 13.42 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 24,648 | 3.77 | 661 | 6.10 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 10,480 | 281 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 7,030 | 5.49 | 189 | 8.05 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 18,278 | 0.64 | 490 | 2.94 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 975,353 | 3.42 | 26,169 | 5.66 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 10,431 | 10.83 | 280 | 12.96 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 39,683 | 33.51 | 1,065 | 36.41 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 96,964 | 0.02 | 3 | 0.00 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 39,391 | 6.91 | 1,057 | 9.20 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 236,145 | 17.44 | 6,336 | 19.98 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 35,846 | 9.95 | 962 | 12.27 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 61,811 | 17.38 | 1,658 | 19.97 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 68,537 | 2.07 | 1,839 | 4.25 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 37,015 | 5.20 | 993 | 7.58 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 14,662 | 3.77 | 393 | 5.93 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 55,836 | 11.98 | 1,498 | 14.44 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 31,135 | 8.28 | 835 | 10.60 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 171,249 | 2.08 | 4,634 | 12.07 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 160,435 | 4.88 | 4,304 | 7.17 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 58,349 | 7.92 | 1,566 | 10.29 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 831,157 | 2.87 | 22,300 | 5.10 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 75,368 | 17.36 | 2,022 | 19.93 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 18,499 | 3.04 | 496 | 5.31 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 80,118 | 9.25 | 2,150 | 11.64 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5,055 | 0.06 | 0 | |||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 251,640 | 2.73 | 6,751 | 4.96 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 737,716 | 10.30 | 19,793 | 12.69 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 133,536 | 5.85 | 3,583 | 8.15 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 16,033 | 31.88 | 430 | 34.80 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 352,445 | 5.73 | 9,456 | 8.03 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1,352,858 | 36,290 | ||||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 540,824 | 1.62 | 14,510 | 3.82 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 93,968 | 25.00 | 2,521 | 27.71 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 19,745 | 3.08 | 530 | 5.17 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 560,736 | 11.97 | 15,045 | 14.39 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 28,336 | 5.40 | 760 | 7.80 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 39,548 | 5.84 | 1,061 | 8.15 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 15,001 | 47.73 | 402 | 51.13 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 8,516 | 2.06 | 228 | 4.11 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,182 | 3,867.27 | 59 | 5,700.00 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 174,938 | 15.00 | 5 | 33.33 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 26,408 | 2.25 | 709 | 4.42 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 22,191 | 10.99 | 595 | 13.33 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 426,112 | 11,360 | ||||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 4,830 | 103.54 | 130 | 115.00 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 35,119 | 29.65 | 942 | 32.49 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 1,934,020 | 19.42 | 51,890 | 22.01 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 675,804 | 4.15 | 18,132 | 6.41 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 18,551 | 2.03 | 498 | 4.19 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 746,798 | 1.69 | 20,037 | 3.89 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 48,969 | 5.78 | 1,314 | 8.07 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 15,481 | 415 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 361,628 | 1.81 | 10 | 0.00 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 138 | 4 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 130,629 | 2.69 | 3,505 | 4.91 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 11,800 | 317 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 112,861 | 23.09 | 3 | 50.00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 258,996 | 5.87 | 6,946 | 14.68 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5,310 | 1.14 | 142 | 3.65 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1,648,809 | 1.80 | 44,238 | 4.00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 102,155 | 0.00 | 2,805 | 3.70 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 42,430 | 5.54 | 1,138 | 7.87 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 321,722 | 0.58 | 8,632 | 2.76 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 664,599 | 1.19 | 17,831 | 3.39 | ||||
| 2025-08-14 | 13F | Comerica Bank | 126 | 2.44 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 11,154 | 9.18 | 299 | 11.57 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 8,997 | 8.58 | 241 | 14.22 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 570 | 0.71 | 15 | 7.14 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 535,070 | 188.57 | 14,356 | 194.82 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 14,517,559 | 2.03 | 389,506 | 4.24 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 209,698 | 2.94 | 5,626 | 5.18 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 107,952 | 2,896 | ||||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 271,915 | 5.64 | 7,295 | 7.93 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 109,598 | 1,006.16 | 2,941 | 1,030.77 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,057 | 42.45 | 29 | 47.37 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 12,231 | 0 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 83,185 | 2,232 | ||||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 139,106 | 1.75 | 3,732 | 3.84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 15,689 | 47.38 | 419 | 50.90 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 19,527 | 0.07 | 524 | 2.15 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 26,486 | 18.63 | 711 | 21.16 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 203 | 0.50 | 5 | 0.00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 74,663 | 142.26 | 2,003 | 147.59 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 119,295 | 0.73 | 3,201 | 2.89 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 11,149 | 7.19 | 299 | 9.52 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 56,749 | 25.24 | 1,523 | 28.01 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 127,560 | 3.28 | 3,422 | 5.52 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 175,189 | 3.24 | 4,670 | 4.78 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 156,087 | 8.94 | 4,188 | 11.30 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 30,820 | 53.20 | 809 | 57.70 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 367,664 | 6.54 | 9,864 | 8.86 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 60,264 | 9.61 | 1,617 | 11.99 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 10,768 | 10.29 | 289 | 12.50 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 2,184,381 | 4.27 | 58,607 | 6.54 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 89,663 | 50.06 | 2,406 | 53.28 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 8,507 | 228 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 339,941 | 0.90 | 9,121 | 3.09 | ||||
| 2025-08-08 | 13F | Creative Planning | 53,264 | 2.70 | 1,429 | 5.00 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 4,996,700 | 4.18 | 134,061 | 6.44 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 89,682 | 1.75 | 2,406 | 3.98 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 27,044 | 17.03 | 726 | 19.64 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 220,810 | 7.53 | 5,798 | 10.56 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 8,104 | 1.27 | 217 | 3.33 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 783,538 | 1.63 | 21,022 | 3.84 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 522,403 | 2.56 | 14,016 | 4.79 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 63,610 | 18.85 | 1,707 | 21.42 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 128 | 3 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 2,463,983 | 0.68 | 66,109 | 2.86 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 189,695 | 2.78 | 5,090 | 5.01 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 426,776 | 3.68 | 11,450 | 5.93 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10,509 | 0 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 31,533 | 12.26 | 846 | 14.79 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 152,426 | 7.60 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12,708 | 341 | ||||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 11,475 | 7.97 | 308 | 10.04 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 79,459 | 15.25 | 2 | 100.00 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 569,962 | 6.18 | 15,292 | 8.48 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 61,287 | 0.91 | 1,644 | 3.14 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 174,207 | 3.45 | 4,736 | 7.08 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4,107 | 224.92 | 110 | 233.33 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 112,836 | 0.22 | 3,027 | 2.40 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 179,651 | 4,820 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 25,220 | 1 | ||||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 9,891 | 4.91 | 265 | 7.29 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 14,647 | 36.59 | 393 | 39.50 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 188,519 | 16.09 | 5,058 | 18.60 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 145,113 | 55.28 | 3,893 | 58.64 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 14,753 | 1.89 | 394 | 4.24 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 765 | 70.38 | 21 | 75.00 |
