Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF meliputi 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, dan Evergreen Wealth Solutions, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 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 |
