Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di SPDR Series Trust - SPDR S&P Aerospace & Defense ETF meliputi Affinity Wealth Management Llc, SMI Advisory Services, LLC, EWG Elevate Inc., Prostatis Group LLC, Tableaux Llc, Advyzon Investment Management, LLC, TFAQX - TFA Quantitative Fund Class I, Walleye Capital LLC, October Effect Ltd, Fiduciary Alliance LLC, TFAGX - TFA AlphaGen Growth Fund Class I, Stonebridge Financial Planning Group, LLC, HB Wealth Management, LLC, Whittier Trust Co, Tempus Wealth Planning, LLC, WESPAC Advisors, LLC, Crescent Sterling, Ltd., Concurrent Investment Advisors, LLC, Denver Wealth Management, Inc., dan Ballast, Inc. .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-25 | 13F | Johnson Investment Counsel Inc | 1,166 | 246 | ||||||
2025-08-04 | 13F | Keybank National Association/oh | 1,014 | 214 | ||||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 6,790 | 79.63 | 1,432 | 135.91 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 1,201 | 5.63 | 253 | 39.01 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 1,778 | 1.48 | 0 | |||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 2 | 0 | ||||||
2025-07-17 | 13F | HB Wealth Management, LLC | 1,564 | 330 | ||||||
2025-07-02 | 13F | HBW Advisory Services LLC | 6,795 | 497.63 | 1,433 | 687.36 | ||||
2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 3,320 | 700 | ||||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 2,223 | 40.43 | 469 | 84.25 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 1,388 | 293 | ||||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 2,241 | 0.04 | 473 | 31.11 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 6,087 | 1,284 | ||||||
2025-08-04 | 13F | Atria Investments Llc | 1,614 | 0.31 | 340 | 31.78 | ||||
2025-07-16 | 13F | Howard Capital Management Group, LLC | 188,672 | 0.69 | 39,798 | 32.18 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 1,107 | 233 | ||||||
2025-08-14 | 13F | RMB Capital Management, LLC | 5,876 | 31.34 | 1,239 | 72.56 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 60,689 | 20.48 | 12,805 | 58.16 | ||||
2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 1,150 | 243 | ||||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 13,557 | 403.60 | 2,860 | 561.81 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 1,856 | 392 | ||||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 450 | 80.00 | 95 | 135.00 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 9,057 | 2 | ||||||
2025-07-25 | 13F | Prostatis Group LLC | 23,056 | 4,863 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 25,230 | 2.76 | 5,322 | 34.88 | ||||
2025-08-11 | 13F | October Effect Ltd | 2,549 | 538 | ||||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 11,794 | 178.62 | 2,488 | 265.74 | ||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 14,683 | 101.03 | 3,097 | 164.02 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 4,058 | 1 | ||||||
2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 440 | 93 | ||||||
2025-07-07 | 13F | Somerset Trust Co | 2,361 | 73.86 | 498 | 128.44 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 2,525 | 7.22 | 533 | 40.74 | ||||
2025-08-13 | 13F | Walleye Capital LLC | 2,791 | 589 | ||||||
2025-08-15 | 13F | Global View Capital Management LLC | 3,006 | 634 | ||||||
2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 1,863 | 22.65 | 393 | 60.66 | ||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 267 | 34.17 | 56 | 80.65 | ||||
2025-07-15 | 13F | EWG Elevate Inc. | 43,784 | 9,236 | ||||||
2025-08-18 | 13F | Wolverine Trading, Llc | 1,764 | 370 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 1,372 | 122.37 | 289 | 180.58 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3,146 | 3.62 | 664 | 36.14 | ||||
2025-07-23 | 13F | Meitav Dash Investments Ltd | 37,503 | 173.27 | 7,911 | 258.73 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 25,941 | 19.83 | 5,472 | 57.30 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 1,000 | 66.67 | 211 | 116.49 | ||||
2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 3,240 | 14.08 | 683 | 49.78 | ||||
2025-08-11 | 13F | Y.D. More Investments Ltd | 17,000 | 36.99 | 3,581 | 79.68 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 1,038 | 219 | ||||||
2025-07-21 | 13F | Hilltop National Bank | 100 | 33.33 | 21 | 75.00 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 5,258 | 22.94 | 1,109 | 61.43 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 4,301 | 7.88 | 907 | 41.72 | ||||
2025-08-15 | 13F | Chapman Financial Group, Llc | 1,006 | 1.31 | 212 | 29.27 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6,193 | 0.85 | 1,306 | 32.32 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 129,391 | 21.02 | 27,318 | 58.91 | ||||
2025-07-25 | 13F | RoundAngle Advisors LLC | 5,795 | 1.99 | 1,222 | 33.84 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 1,199 | 253 | ||||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 681 | 144 | ||||||
2025-08-12 | 13F | Franklin Resources Inc | 2,903 | 2.72 | 612 | 34.80 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 16,757 | 102.94 | 3,535 | 166.52 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 2,465 | 517 | ||||||
2025-07-23 | 13F | WESPAC Advisors, LLC | 1,207 | 255 | ||||||
2025-08-14 | 13F | Ameriprise Financial Inc | 112,705 | 14.61 | 23,761 | 50.47 | ||||
2025-08-05 | 13F | Beckerman Institutional, LLC | 977 | 0 | ||||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 1,786 | 32.79 | 377 | 74.07 | ||||
2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 50,603 | 42.64 | 10,674 | 87.26 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 64,513 | 49.36 | 13,608 | 96.08 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 590 | 124 | ||||||
2025-07-17 | 13F | Campion Asset Management LLC | 1,043 | 220 | ||||||
2025-08-05 | 13F | Verity Asset Management, Inc. | 1,848 | 390 | ||||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 1,003 | 212 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 3,531 | 24.86 | 765 | 68.28 | ||||
2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 217 | 46 | ||||||
2025-07-18 | 13F | Marks Wealth, LLC | 112,426 | 23,715 | ||||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 296 | 30.40 | 62 | 67.57 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 3,270 | 11.99 | 690 | 46.91 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 219 | 44.08 | 46 | 91.67 | ||||
2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 4,155 | 16.26 | 689 | 22.42 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11,350 | 5.76 | 2,394 | 38.86 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5,227 | 40.51 | 1,103 | 84.59 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11,359 | 1.41 | 2,396 | 33.19 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 30 | 6 | ||||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 4,542 | 69.35 | 958 | 122.79 | ||||
2025-08-13 | 13F | Keystone Financial Group | 1,130 | 238 | ||||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 5,766 | 0.10 | 927 | -3.04 | ||||
2025-07-23 | 13F | MADDEN SECURITIES Corp | 9,605 | 45.42 | 2,026 | 90.95 | ||||
2025-08-14 | 13F/A | Barclays Plc | 1,085 | 13.02 | 0 | |||||
2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 2,160 | 456 | ||||||
2025-08-14 | 13F | Mariner, LLC | 21,394 | 11.85 | 4,513 | 46.83 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 569 | 355.20 | 120 | 500.00 | ||||
2025-08-12 | 13F | Tableaux Llc | 10,000 | 9 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 21,472 | 30.85 | 4,505 | 69.62 | ||||
2025-07-10 | 13F | Worth Asset Management, LLC | 5,252 | 1,108 | ||||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,531 | 8.35 | 323 | 41.85 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 57,328 | 10.02 | 12,093 | 44.43 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 1,180 | 249 | ||||||
2025-07-16 | 13F | Meridian Financial, LLC | 980 | 207 | ||||||
2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 503 | 8.41 | 106 | 55.88 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 2,104 | 8.23 | 444 | 41.99 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 949 | 200 | ||||||
2025-08-01 | 13F | Solstein Capital, LLC | 853 | 161.66 | 180 | 244.23 | ||||
2025-07-24 | 13F | Blair William & Co/il | 1,713 | 4.77 | 361 | 37.79 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 4,124 | 16.30 | 909 | 51.25 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 1,116 | 235 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 35,316 | 8.42 | 7,450 | 42.32 | ||||
2025-07-17 | 13F | Enclave Advisors LLC | 107,397 | 25.41 | 22,654 | 64.62 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 294 | 63.33 | 62 | 113.79 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 5 | 1 | ||||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 1,181 | 249 | ||||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5,307 | 2.43 | 1,119 | 34.50 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 40,249 | 2.26 | 8,490 | 34.23 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 3,500 | 66.67 | 738 | 118.99 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | 20,730 | 1,029.70 | 4,373 | 1,387.07 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 5,862 | 6.87 | 1,236 | 40.30 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 1,099 | 232 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 8,800 | 10.00 | 1,856 | 44.44 | |||
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 1,038 | 219 | ||||||
2025-08-19 | 13F | National Asset Management, Inc. | 8,594 | 6.02 | 1,813 | 34.82 | ||||
2025-08-14 | 13F | Fwl Investment Management, Llc | 849 | 10.55 | 179 | 45.53 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 482 | 45.18 | 102 | 90.57 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 22 | 5 | ||||||
2025-08-29 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 10,029 | 3.99 | 2,116 | 36.54 | ||||
2025-07-22 | 13F | Red Tortoise LLC | 4,589 | 0.07 | 968 | 31.52 | ||||
2025-07-17 | 13F | Presper Financial Architects, LLC | 1,062 | 0 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 194,416 | 15.65 | 41,010 | 51.82 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 4,453 | 52.08 | 939 | 99.79 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | 0 | ||||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 2,217 | 26.54 | 468 | 66.19 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 3,126 | 0.35 | 659 | 31.80 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 971 | 205 | ||||||
2025-09-03 | 13F | Q3 Asset Management | 4,729 | 85.23 | 1 | |||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 4,163 | 15.06 | 878 | 51.12 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 15,018 | 52.27 | 3,168 | 93.70 | ||||
2025-08-04 | 13F | Assetmark, Inc | 64 | 23.08 | 14 | 62.50 | ||||
2025-08-07 | 13F | Strategy Asset Managers Llc | 5,631 | 1.39 | 1,188 | 33.07 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 4,406 | 8.66 | 1 | |||||
2025-08-14 | 13F | UBS Group AG | 220,005 | 5.31 | 46,408 | 38.24 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 101 | 21 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 25,885 | 219.53 | 5 | 400.00 | ||||
2025-08-05 | 13F | Huntington National Bank | 182 | 152.78 | ||||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1,271 | 268 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 14,931 | 9.55 | 3,150 | 43.79 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 8,661 | 7.23 | 1,827 | 40.79 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 17,876 | 6.40 | 3,771 | 39.68 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 2,420 | 510 | ||||||
2025-08-12 | 13F | BlackRock, Inc. | 131 | 197.73 | 28 | 285.71 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 364 | 18.95 | 77 | 55.10 | ||||
2025-07-30 | 13F | Whittier Trust Co | 1,500 | 316 | ||||||
2025-07-16 | 13F | NovaPoint Capital, LLC | 15,341 | 2.04 | 3,236 | 34.00 | ||||
2025-08-04 | 13F | Crescent Sterling, Ltd. | 1,204 | 254 | ||||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 954 | 201 | ||||||
2025-08-13 | 13F | Groupe la Francaise | 404 | 85 | ||||||
2025-07-18 | 13F | SMI Advisory Services, LLC | 45,380 | 9,868 | ||||||
2025-07-16 | 13F | Spinnaker Investment Group, LLC | 5,532 | 6.16 | 1,167 | 39.31 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 68,316 | 18,876.67 | 14,411 | 25,180.70 | ||||
2025-08-14 | 13F | Pennington Partners & Co., Llc | 1,174 | 248 | ||||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 1,954 | 6.14 | 412 | 39.66 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 540 | 30.75 | 114 | 71.21 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 1,137 | 240 | ||||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 41,471 | 2.37 | 8,748 | 26.31 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 3,172 | 17.61 | 669 | 54.50 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 1,071 | 226 | ||||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 1,821 | 0.05 | 384 | 31.51 | ||||
2025-08-14 | 13F | Byrne Financial Freedom, Llc | 6,138 | 0.02 | 1,295 | 31.24 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 1,008 | 213 | ||||||
2025-08-18 | 13F | Second Line Capital, LLC | 1,131 | 239 | ||||||
2025-07-23 | 13F | REAP Financial Group, LLC | 27 | 6 | ||||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 770 | 162 | ||||||
2025-08-04 | 13F | L.m. Kohn & Company | 1,029 | 217 | ||||||
2025-08-07 | 13F | Bearing Point Capital, Llc | 1,050 | 221 | ||||||
2025-07-15 | 13F | Affinity Wealth Management Llc | 160,932 | 33,947 | ||||||
2025-07-25 | 13F | Cwm, Llc | 4,483 | 48.20 | 1 | |||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 824 | 1.48 | 173 | 33.08 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 11,039 | 3.27 | 2,328 | 35.59 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 31,297 | 211.44 | 6,539 | 305.08 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1,010 | 213 | ||||||
2025-08-11 | 13F | Empowered Funds, LLC | 10,056 | 2.13 | 2,121 | 34.07 | ||||
2025-08-14 | 13F | Objective Capital Management, LLC | 1,837 | 2.80 | 387 | 34.84 | ||||
2025-08-07 | 13F | PFG Advisors | 1,394 | 4.97 | 294 | 38.03 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 21,000 | 87.50 | 4,430 | 146.19 | |||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 1,500 | 66.67 | 316 | 119.44 | |||
2025-08-14 | 13F | CoreFirst Bank & Trust | 865 | 182 | ||||||
2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 1,030 | 217 | ||||||
2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 46,059 | 433.58 | 10 | 800.00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 320,969 | 28.81 | 67,705 | 69.09 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15,481 | 1.44 | 3,266 | 33.16 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 230 | 100.00 | 49 | 166.67 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2,036 | 45.95 | 0 | |||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 4,878 | 253.99 | 291 | 31.67 | ||||
2025-07-29 | 13F | Ballast, Inc. | 1,180 | 249 | ||||||
2025-08-13 | 13F | Northern Trust Corp | 2,233 | 12.61 | 471 | 48.11 | ||||
2025-07-18 | 13F | Viewpoint Investment Partners Corp | 24,313 | 198.14 | 5,129 | 291.45 | ||||
2025-08-14 | 13F | Fmr Llc | 6,914 | 7.39 | 1,458 | 41.01 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 282 | 156.36 | 0 | |||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 22,931 | 45.05 | 4,837 | 90.43 | ||||
2025-08-07 | 13F | King Luther Capital Management Corp | 527 | 31.42 | ||||||
2025-08-01 | 13F | Belvedere Trading LLC | Call | 15,000 | 35.14 | 3,164 | 77.45 | |||
2025-08-29 | 13F | Centaurus Financial, Inc. | 12,452 | 171.70 | 3 | |||||
2025-08-01 | 13F | Belvedere Trading LLC | Put | 2,300 | 187.50 | 485 | 278.91 | |||
2025-07-30 | 13F | D.a. Davidson & Co. | 15,111 | 0.42 | 3,188 | 31.80 | ||||
2025-08-26 | NP | USAF - Atlas America Fund | 1,102 | 232 | ||||||
2025-08-01 | 13F | Anson Capital, Inc. | 10,270 | 4.39 | 2,166 | 37.09 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 23,060 | 26.79 | 4,864 | 66.46 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 53,366 | 85.27 | 11,257 | 143.24 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 2,087 | 0.10 | 440 | 31.34 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 331 | 9.97 | 70 | 43.75 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 117,729 | 8.85 | 24,834 | 42.88 | ||||
2025-07-15 | 13F | BostonPremier Wealth LLC | 1,671 | 0.06 | 352 | 31.34 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 24,027 | 22.34 | 5,068 | 60.63 | ||||
2025-08-14 | 13F | Barometer Capital Management Inc. | 2,500 | 527 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 107,422 | 1.56 | 22,659 | 33.32 |