| 7/27/2026 |
Planning Strategies Inc.
|
Jun 2026 |
$160M
|
1,069 |
EDGAR ↗
|
| 7/27/2026 |
USCF Advisers LLC
|
Jun 2026 |
$99,876
|
1 |
EDGAR ↗
|
| 7/27/2026 |
Valinor Management, L.P.
|
Jun 2026 |
$1
|
1 |
EDGAR ↗
|
| 7/24/2026 |
Mount Vernon Associates Inc /Md/
|
Jun 2026 |
$153M
|
62 |
EDGAR ↗
|
| 7/24/2026 |
Taproot Management LP
|
Jun 2026 |
$1
|
— |
EDGAR ↗
|
| 7/22/2026 |
Aurora Private Wealth, Inc.
|
Jun 2026 |
$158M
|
177 |
EDGAR ↗
|
| 7/22/2026 |
Lesa Sroufe & Co
|
Jun 2026 |
$140M
|
68 |
EDGAR ↗
|
| 7/22/2026 |
Lakehouse Capital Pty Ltd
|
Jun 2026 |
$90M
|
12 |
EDGAR ↗
|
| 7/22/2026 |
Altos Ventures Management, Inc.
|
Jun 2026 |
$1
|
1 |
EDGAR ↗
|
| 7/22/2026 |
El Puerto de Liverpool, S.A.B. de C.V.
|
Jun 2026 |
$1
|
1 |
EDGAR ↗
|
| 7/21/2026 |
Wealth Group, Ltd.
|
Jun 2026 |
$401M
|
90 |
EDGAR ↗
|
| 7/20/2026 |
Rye Brook Capital LLC
|
Jun 2026 |
$143M
|
40 |
EDGAR ↗
|
| 7/17/2026 |
BRC-Global BAH Investments Ltd.
|
Jun 2026 |
$1
|
1 |
EDGAR ↗
|
| 7/16/2026 |
Ulland Investment Advisors, LLC
|
Jun 2026 |
$136M
|
227 |
EDGAR ↗
|
| 7/16/2026 |
AJU IB Investment Co., Ltd.
|
Jun 2026 |
$1
|
1 |
EDGAR ↗
|
| 7/16/2026 |
NJ State Employees Deferred Compensation Plan
|
Jun 2026 |
$1
|
1 |
EDGAR ↗
|
| 7/15/2026 |
A. D. Beadell Investment Counsel, Inc.
|
Jun 2026 |
$156M
|
104 |
EDGAR ↗
|
| 7/15/2026 |
Groesbeck Investment Management Corp /Nj/
|
Jun 2026 |
$63M
|
100 |
EDGAR ↗
|
| 7/15/2026 |
Cutter & CO Brokerage, Inc.
|
Jun 2026 |
$1
|
1 |
EDGAR ↗
|
| 7/10/2026 |
Nvest Wealth Strategies, Inc.
|
Jun 2026 |
$160M
|
1 |
EDGAR ↗
|
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