Grundläggande statistik
| Institutionella ägare | 634 total, 634 long only, 0 short only, 0 long/short - change of 6,54% MRQ |
| Genomsnittlig portföljallokering | 0.7718 % - change of −8,95% MRQ |
| Institutionella aktier (lång) | 138 800 885 (ex 13D/G) - change of 1,25MM shares 0,91% MRQ |
| Institutionellt värde (lång) | $ 4 419 760 USD ($1000) |
Institutionellt ägande och aktieägare
Sprott Physical Gold Trust (GB:0MK3) har 634 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 138,800,885 aktier. Största aktieägare inkluderar Royal Bank Of Canada, Polar Asset Management Partners Inc., Federation des caisses Desjardins du Quebec, Morgan Stanley, Heritage Wealth Advisors, CENTRAL TRUST Co, Pekin Hardy Strauss, Inc., Evanson Asset Management, LLC, Jupiter Asset Management Ltd, and Cambridge Investment Research Advisors, Inc. .
Sprott Physical Gold Trust (LSE:0MK3) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
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13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | 13F | Tcfg Wealth Management, Llc | 6 125 | 202 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 198 648 | 18,42 | 6 559 | 32,02 | ||||
| 2025-09-25 | NP | ARP - PMV Adaptive Risk Parity ETF | 337 675 | 2,80 | 8 499 | 2,93 | ||||
| 2026-01-20 | 13F | Red Door Wealth Management, LLC | 114 862 | 0,00 | 3 793 | 11,46 | ||||
| 2026-01-26 | 13F | BCS Wealth Management | 55 738 | 99,11 | 1 840 | 121,95 | ||||
| 2026-01-23 | 13F | Halbert Hargrove Global Advisors, Llc | 2 400 | 79 | ||||||
| 2026-02-13 | 13F | Toroso Investments, LLC | 762 568 | 17,25 | 25 180 | 30,70 | ||||
| 2026-02-04 | 13F | Biltmore Family Office, LLC | 290 490 | −0,85 | 9 592 | 10,52 | ||||
| 2026-01-13 | 13F | Trust Point Inc. | 7 113 | 0,00 | 235 | 11,43 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 6 160 | 203 | ||||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 8 750 | 0,00 | 259 | 0,00 | ||||
| 2026-01-30 | 13F | Precision Wealth Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-11-13 | 13F | Glenmede Investment Management, LP | 10 000 | 0,00 | 296 | 17,00 | ||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 14 835 | 0,00 | 490 | 11,39 | ||||
| 2026-02-12 | 13F | Kovack Advisors, Inc. | 29 554 | 205 | ||||||
| 2026-02-04 | 13F | Birchbrook, Inc. | 284 | 0,00 | 9 | 12,50 | ||||
| 2026-02-17 | 13F | Creative Planning | 216 688 | 5,15 | 7 155 | 17,24 | ||||
| 2026-01-30 | 13F | Kohmann Bosshard Financial Services, LLC | 1 000 | 33 | ||||||
| 2026-02-03 | 13F | Lumbard & Kellner, LLC | 23 831 | 0,00 | 787 | 11,49 | ||||
| 2025-10-31 | 13F | Whittier Trust Co | 0 | −100,00 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 93 875 | 86,14 | 3 100 | 107,57 | ||||
| 2026-01-21 | 13F | Modera Wealth Management, LLC | 10 776 | 0,00 | 356 | 11,29 | ||||
| 2026-01-28 | 13F | WIT Partners Advisory Pte. Ltd. | 213 687 | −22,63 | 6 806 | −14,45 | ||||
| 2026-01-27 | 13F | Stillwater Wealth Management Group | 10 800 | −6,90 | 357 | 3,79 | ||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 7 684 | −34,09 | 254 | −26,67 | ||||
| 2026-02-13 | 13F | L2 Asset Management, LLC | 40 288 | 0,00 | 1 330 | 11,48 | ||||
| 2026-02-11 | 13F | Capital Group Private Client Services, Inc. | 130 341 | −0,20 | 4 304 | 11,25 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 29 958 | 13,86 | 989 | 26,96 | ||||
| 2026-02-12 | 13F | SWAN Capital LLC | 951 | 0,00 | 31 | 10,71 | ||||
| 2026-01-29 | 13F | Pictet Asset Management Holding SA | 129 406 | 0,00 | 4 273 | 11,45 | ||||
| 2026-01-22 | 13F | Evermay Wealth Management Llc | 3 906 | 0,00 | 129 | 11,30 | ||||
| 2025-11-06 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-03 | 13F | Total Investment Management Inc | 7 191 | 237 | ||||||
| 2026-02-13 | 13F | McAdam, LLC | 55 023 | 46,17 | 1 817 | 62,87 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 9 516 053 | 8,24 | 314 220 | 20,66 | ||||
| 2026-02-13 | 13F | Independent Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 8 729 | 288 | ||||||
| 2026-02-17 | 13F/A | Sentinus, LLC | 199 762 | 6 596 | ||||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 330 187 | 3,36 | 10 903 | 15,22 | ||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 15 481 | −66,71 | 511 | −58,96 | ||||
| 2026-02-17 | 13F | Capital Wealth Alliance, LLC | 954 096 | −2,30 | 36 747 | 27,07 | ||||
| 2026-01-27 | 13F | Financial Management Professionals, Inc. | 1 100 | 36 | ||||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-09 | 13F | Allen Capital Group, LLC | 13 416 | 97,67 | 443 | 119,90 | ||||
| 2026-01-23 | 13F | Asset Advisors Investment Management, LLC | 8 600 | 0,00 | 284 | 11,42 | ||||
| 2026-02-13 | 13F | Archetype Wealth Partners | 51 283 | 0,00 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Cohen & Steers, Inc. | 522 155 | 3,98 | 17 | 21,43 | ||||
| 2026-01-28 | 13F | HB Wealth Management, LLC | 7 918 | −5,03 | 261 | 6,10 | ||||
| 2026-02-17 | 13F | Laird Norton Trust Company, Llc | 568 643 | 73,85 | 18 778 | 93,82 | ||||
| 2026-01-14 | 13F | Chemung Canal Trust Co | 0 | −100,00 | 0 | |||||
| 2026-02-24 | 13F | Tru Independence Asset Management 2, Llc | 0 | −100,00 | 0 | |||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 1 732 | 0,00 | 58 | 11,76 | ||||
| 2026-01-21 | 13F | Guild Investment Management, Inc. | 363 845 | −0,09 | 12 014 | 11,39 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 32 569 | 45,44 | 1 075 | 62,14 | ||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 88 930 | 0,00 | 2 936 | 11,47 | ||||
| 2026-01-27 | 13F | Forum Financial Management, LP | 8 169 | 0,00 | 270 | 11,62 | ||||
| 2026-02-13 | 13F | Vontobel Holding Ltd. | 10 876 | −9,37 | 359 | 1,13 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 303 | 1 217,39 | 10 | |||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 59 181 | −19,17 | 1 954 | −9,87 | ||||
| 2026-02-17 | 13F | Concorde Financial Corp | 0 | −100,00 | 0 | |||||
| 2026-02-09 | 13F | Arnhold LLC | 36 486 | −29,13 | 1 205 | −21,05 | ||||
| 2026-02-04 | 13F | Independent Advisor Alliance | 18 130 | −2,68 | 599 | 8,53 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 73 166 | 7,85 | 2 416 | 20,21 | ||||
| 2026-01-20 | 13F | Hubbell Strickland Wealth Management, LLC | 254 693 | −1,40 | 8 410 | 9,91 | ||||
| 2026-01-23 | 13F | Elevate Capital Advisors, LLC | 206 666 | 1,75 | 6 824 | 13,43 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 21 500 | 710 | ||||||
| 2026-02-11 | 13F | Flagship Wealth Advisors, Llc | 3 026 | 0,00 | 100 | 11,24 | ||||
| 2026-02-11 | 13F | Waddell & Associates, Llc | 51 216 | 1,55 | 1 691 | 13,26 | ||||
| 2026-01-22 | 13F | Red Tortoise LLC | 5 600 | 0,00 | 185 | 11,52 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 12 600 | 2,46 | 416 | 14,29 | ||||
| 2026-02-02 | 13F | VanWeelden Wealth Management, LLC | 51 265 | −0,97 | 1 693 | 10,37 | ||||
| 2026-02-05 | 13F | Triton Wealth Management, PLLC | 5 519 | −23,24 | 203 | −6,88 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 583 129 | 189,91 | 19 255 | 223,22 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 23 818 | 786 | ||||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 12 681 | −9,92 | 0 | |||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 164 737 | 3,48 | 5 440 | 15,36 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 210 302 | −24,97 | 6 944 | −16,35 | ||||
| 2026-01-28 | 13F | Badgley Phelps Wealth Managers, LLC | 24 544 | 10,43 | 810 | 23,10 | ||||
| 2026-02-10 | 13F | Savant Capital, LLC | 7 522 | −15,67 | 248 | −6,06 | ||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 363 846 | 7,30 | 12 014 | 19,61 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 3 035 301 | 15,50 | 100 | 29,87 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 1 001 803 | −5,51 | 33 080 | 5,33 | ||||
| 2026-02-17 | 13F | Polar Asset Management Partners Inc. | 6 058 832 | −36,57 | 200 063 | −29,29 | ||||
| 2026-02-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 14 932 | 1,51 | 493 | 13,33 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 76 798 | 487,72 | 2 536 | 555,04 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-09 | 13F | Smithfield Trust Co | 8 347 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | XTX Topco Ltd | 24 269 | −51,16 | 801 | −45,55 | ||||
| 2026-01-29 | 13F | Advisors Capital Management, LLC | 6 635 | 219 | ||||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 20 549 | 0,00 | 609 | 16,92 | ||||
| 2026-02-17 | 13F | Guardian Partners Inc. | 85 000 | 3 157 | ||||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 5 206 | 0,00 | 172 | 11,04 | ||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 9 711 | −5,79 | 321 | 4,92 | ||||
| 2026-01-14 | 13F | Cushing Capital Partners, LLC | 8 712 | −0,38 | 288 | 10,81 | ||||
| 2026-01-07 | 13F | Private Client Services, Llc | 23 191 | −29,90 | 766 | −21,86 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 426 979 | 29,18 | 14 099 | 44,00 | ||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 12 144 | 401 | ||||||
| 2026-01-29 | 13F | Concord Wealth Partners | 1 600 | 0,00 | 53 | 10,64 | ||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 592 806 | 5,38 | 19 399 | 17,69 | ||||
| 2026-01-30 | 13F | Caldwell Trust Co | 6 970 | 230 | ||||||
| 2026-02-12 | 13F | Chilton Capital Management Llc | 200 | −66,67 | 7 | −64,71 | ||||
| 2026-02-17 | 13F | Spears Abacus Advisors LLC | 614 790 | 0,00 | 20 300 | 11,48 | ||||
| 2026-02-05 | 13F | 1620 Investment Advisors, Inc. | 2 897 | −6,82 | 96 | 3,26 | ||||
| 2026-02-12 | 13F | Adviser Investments LLC | 8 500 | 0,00 | 281 | 11,55 | ||||
| 2026-02-17 | 13F | Ancora Advisors, LLC | 348 538 | 0,79 | 11 509 | 12,36 | ||||
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 6 335 | 209 | ||||||
| 2026-02-13 | 13F | Commerce Bank | 49 401 | 41,00 | 1 631 | 57,28 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-12 | 13F | Evanson Asset Management, LLC | 4 080 010 | −10,10 | 134 722 | 0,22 | ||||
| 2026-02-04 | 13F | Strait & Sound Wealth Management LLC | 8 786 | 0,00 | 290 | 11,54 | ||||
| 2026-01-29 | 13F | DecisionPoint Financial, LLC | 150 | 0,00 | 5 | 0,00 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 506 481 | 0,19 | 16 724 | 11,69 | ||||
| 2026-01-27 | 13F | 55 North Private Wealth, LLC | 13 223 | 437 | ||||||
| 2026-02-02 | 13F | Forza Wealth Management, LLC | 11 613 | 0,00 | 383 | 11,66 | ||||
| 2026-02-11 | 13F | Dorsey & Whitney Trust CO LLC | 10 380 | 0,00 | 343 | 11,40 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 30 893 | −0,52 | 1 020 | 10,99 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 242 | 8 | ||||||
| 2026-02-04 | 13F | Community Bank, N.A. | 24 654 | 0,00 | 814 | 11,51 | ||||
| 2026-02-03 | 13F | Capital City Trust Co/fl | 10 900 | 6,34 | 360 | 18,48 | ||||
| 2026-02-17 | 13F | Silvercrest Asset Management Group Llc | 283 322 | −20,35 | 9 355 | −11,20 | ||||
| 2026-02-11 | 13F | Clifford Swan Investment Counsel Llc | 63 035 | 0,00 | 2 081 | 11,46 | ||||
| 2026-02-12 | 13F | Lane Generational LLC | 45 858 | 0,00 | 1 514 | 11,49 | ||||
| 2026-01-23 | 13F | Live Oak Private Wealth LLC | 11 250 | 371 | ||||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-11 | 13F | OneAscent Financial Services LLC | 15 725 | −26,78 | 519 | −18,40 | ||||
| 2026-02-12 | 13F | Pettinga Financial Advisors, LLC | 33 757 | −16,02 | 1 115 | −6,39 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 520 078 | 2,00 | 17 173 | 13,71 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 7 112 | −8,26 | 235 | 2,18 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 485 | 0,00 | 0 | −100,00 | ||||
| 2026-02-09 | 13F | Key FInancial Inc | 46 | 0,00 | 2 | 0,00 | ||||
| 2026-01-15 | 13F | Rebalance, Llc | 52 268 | 0,00 | 1 726 | 11,43 | ||||
| 2026-02-12 | 13F | Greenfield Seitz Capital Management, LLC | 154 220 | −3,52 | 5 092 | 7,56 | ||||
| 2026-02-18 | 13F | Garton & Associates Financial Advisors LLC | 453 | 15 | ||||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2026-01-12 | 13F | Sentinel Pension Advisors Inc | 70 515 | 1,96 | 2 328 | 13,67 | ||||
| 2026-02-02 | 13F | AlphaStar Capital Management, LLC | 15 983 | −7,08 | 528 | 3,54 | ||||
| 2026-02-12 | 13F | Amitell Capital Pte Ltd | 162 638 | −1,17 | 5 370 | 10,18 | ||||
| 2026-02-09 | 13F | IPG Investment Advisors LLC | 38 137 | −10,41 | 1 259 | −0,08 | ||||
| 2026-02-09 | 13F | Sandy Cove Advisors, LLC | 42 201 | 0,00 | 1 393 | 11,53 | ||||
| 2026-02-11 | 13F | First Command Advisory Services, Inc. | 3 796 | 0,00 | 125 | 11,61 | ||||
| 2026-02-09 | 13F | Fidelis Capital Partners, LLC | 543 915 | 0,00 | 17 960 | 11,48 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1 509 808 | −2,60 | 49 854 | 110 684,44 | ||||
| 2026-02-13 | 13F | Apriem Advisors | 11 113 | −9,71 | 367 | 0,55 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 199 902 | 5,44 | 6 601 | 17,54 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 130 098 | 1,32 | 4 296 | 12,96 | ||||
| 2026-02-17 | 13F | Mountain Lake Investment Management LLC | 0 | −100,00 | 0 | |||||
| 2026-01-20 | 13F | Moseley Investment Management Inc | 7 900 | 261 | ||||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 27 221 | −2,86 | 899 | 8,32 | ||||
| 2026-02-13 | 13F | Avenir Corp | 0 | −100,00 | 0 | |||||
| 2026-01-30 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-05 | 13F | Western Wealth Management, LLC | 10 330 | 341 | ||||||
| 2026-01-28 | 13F | Fairway Wealth LLC | 11 111 | 0,00 | 367 | 11,25 | ||||
| 2026-02-12 | 13F | Scotia Capital Inc. | 936 052 | 7,37 | 31 537 | 21,08 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 1 752 | −52,30 | 58 | −47,22 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 26 221 | 11,52 | 866 | 24,28 | ||||
| 2026-02-10 | 13F | Moors & Cabot, Inc. | 81 515 | −17,33 | 2 692 | −7,84 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 631 233 | −34,30 | 20 843 | −26,76 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 99 054 | 232,16 | 3 271 | 270,33 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 50 345 | 0,00 | 1 662 | 11,47 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 2 500 | 0,00 | 83 | 10,81 | ||||
| 2026-02-17 | 13F | Van Den Berg Management I, Inc | 854 848 | −1,19 | 28 227 | 10,16 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 15 932 | 8,31 | 526 | 20,92 | ||||
| 2026-01-27 | 13F | Duncker Streett & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-11-04 | 13F | Guerra Advisors Inc | 218 | 6 | ||||||
| 2026-01-21 | 13F | Wealthbridge Capital Management, Llc | 12 862 | −2,42 | 425 | 8,72 | ||||
| 2026-01-23 | 13F | Diligent Investors, LLC | 9 188 | 1,69 | 303 | 13,48 | ||||
| 2026-01-30 | 13F | Towneley Capital Management, Inc / DE | 7 510 | 0,00 | 248 | 11,26 | ||||
| 2026-02-11 | 13F | Manchester Capital Management LLC | 1 000 | 0,00 | 33 | 13,79 | ||||
| 2026-01-15 | 13F | Cobblestone Asset Management LLC | 17 230 | −1,74 | 569 | 9,44 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 200 628 | 36,28 | 6 625 | 51,93 | ||||
| 2026-01-14 | 13F | Camelot Technology Advisors, Inc. | 229 885 | 3,37 | 7 591 | 15,24 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-27 | 13F | TFR Capital, LLC. | 15 640 | 0,00 | 516 | 11,45 | ||||
| 2026-01-28 | 13F | Joseph P. Lucia & Associates, LLC | 6 955 | 0,00 | 230 | 11,17 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-05 | 13F | AlphaCore Capital LLC | 127 737 | 109,97 | 4 218 | 134,15 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 82 673 | 25,88 | 2 730 | 40,31 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 64 808 | 6,94 | 2 140 | 19,16 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | |||||
| 2026-02-04 | 13F | Ofc Financial Planning, Llc | 6 084 | 201 | ||||||
| 2025-11-04 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | |||||
| 2026-02-05 | 13F | Security National Bank | 50 943 | 0,00 | 1 682 | 11,54 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 71 435 | 21,03 | 2 359 | 34,90 | ||||
| 2025-09-29 | NP | SMILX - SMI 50/40/10 Fund | 205 520 | −0,90 | 5 173 | −0,79 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 614 | 0,00 | 20 | 11,11 | ||||
| 2026-02-10 | 13F | Heritage Trust Co | 13 847 | 0,00 | 457 | 11,46 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1 793 169 | 8,31 | 59 210 | 20,74 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 12 045 | 0,00 | 398 | 11,52 | ||||
| 2026-02-02 | 13F | RIA Advisory Group LLC | 22 567 | −1,32 | 745 | 10,04 | ||||
| 2026-01-22 | 13F | Columbia Advisory Partners Llc | 34 977 | −34,59 | 1 155 | −27,10 | ||||
| 2026-02-06 | 13F | Auxano Advisors, LLC | 1 019 611 | 4,46 | 33 668 | 16,45 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 260 943 | 10,52 | 8 616 | 20,96 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 31 408 | 0,19 | 1 037 | 11,75 | ||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 6 745 | 223 | ||||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 382 269 | 0,52 | 12 623 | 12,07 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 16 705 | −1,12 | 552 | 10,20 | ||||
| 2026-02-10 | 13F | Bruce G. Allen Investments, LLC | 132 304 | −9,72 | 4 369 | 0,65 | ||||
| 2026-02-05 | 13F | Proactive Wealth Strategies LLC | 143 494 | 6,68 | 4 738 | 18,93 | ||||
| 2026-01-27 | 13F | Hedges Asset Management LLC | 65 000 | 0,00 | 2 146 | 11,48 | ||||
| 2026-01-15 | 13F | JP Wealth Management, Inc. | 429 770 | 29,01 | 14 191 | 43,82 | ||||
| 2026-01-22 | 13F | Financial Consulate, Inc | 287 | 0,00 | 9 | 12,50 | ||||
| 2026-02-10 | 13F | Pecaut & Co. | 8 700 | 0,00 | 287 | 11,67 | ||||
| 2026-02-02 | 13F | Wolverine Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2026-02-13 | 13F | Morgan Stanley | 5 374 013 | −5,96 | 177 450 | 4,84 | ||||
| 2026-01-26 | 13F | Quadrant Private Wealth Management, LLC | 112 579 | 7,24 | 3 717 | 19,56 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 1 101 440 | 4,11 | 36 370 | 16,05 | ||||
| 2026-02-09 | 13F | Fisher Asset Management, LLC | 30 054 | −0,21 | 992 | 11,21 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 39 267 | 0,00 | 1 163 | 0,00 | ||||
| 2026-02-10 | 13F | Jupiter Asset Management Ltd | 3 457 370 | 9,90 | 114 197 | 22,91 | ||||
| 2026-01-22 | 13F | Spirepoint Private Client, Llc | 86 865 | 20,94 | 2 868 | 34,84 | ||||
| 2026-02-12 | 13F | Manchester Financial Inc | 7 360 | 5,90 | 243 | 18,54 | ||||
| 2026-01-29 | 13F | Dunhill Financial, LLC | 850 | 0,00 | 28 | 12,00 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 16 072 | 531 | ||||||
| 2026-02-12 | 13F | Philadelphia Trust Co | 329 403 | −4,84 | 11 | 0,00 | ||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 5 537 | 164 | ||||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 32 158 | 75,37 | 1 062 | 128,66 | ||||
| 2026-01-23 | 13F | Peak Financial Management, Inc. | 22 000 | −0,96 | 726 | 10,50 | ||||
| 2026-01-29 | 13F | Veracity Capital LLC | 16 287 | 20,18 | 538 | 33,92 | ||||
| 2026-02-17 | 13F | Farringdon Capital, Ltd. | 0 | −100,00 | 0 | |||||
| 2026-03-20 | 13F | Purpose Unlimited Inc. | 3 300 | 109 | ||||||
| 2026-01-14 | 13F | Tradewinds Capital Management, LLC | 1 088 | 0,00 | 36 | 9,38 | ||||
| 2026-01-20 | 13F | Wealth Management Associates, Inc. | 79 003 | −1,31 | 2 609 | 10,00 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 89 700 | −18,13 | 2 962 | −8,75 | ||||
| 2026-02-10 | 13F | Clear Harbor Asset Management, LLC | 8 283 | 0,00 | 274 | 11,43 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 39 050 | 8,24 | 1 289 | 20,69 | ||||
| 2025-10-22 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 312 269 | −4,88 | 10 311 | 6,05 | ||||
| 2026-02-13 | 13F | Whalerock Point Partners, Llc | 31 000 | 1 024 | ||||||
| 2026-02-24 | 13F | Alternative Investment Advisors, LLC. | 6 065 | 200 | ||||||
| 2026-02-11 | 13F | Cerity Partners LLC | 84 882 | −83,30 | 2 809 | −81,34 | ||||
| 2026-01-21 | 13F | Palumbo Wealth Management LLC | 204 306 | 2,97 | 6 746 | 14,79 | ||||
| 2026-01-08 | 13F | Oliver Luxxe Assets LLC | 12 036 | 0,00 | 397 | 11,52 | ||||
| 2026-01-22 | 13F | Fiduciary Alliance LLC | 7 195 | 4,35 | 238 | 16,18 | ||||
| 2026-02-13 | 13F | Wilkerson Advisory Group LLC | 2 198 | 73 | ||||||
| 2026-01-07 | 13F | Cyndeo Wealth Partners, LLC | 696 431 | 4,30 | 22 996 | 16,27 | ||||
| 2026-01-23 | 13F | Tectonic Advisors Llc | 20 747 | −9,65 | 685 | 0,74 | ||||
| 2026-02-13 | 13F | Islay Capital Management, Llc | 40 161 | 0,00 | 1 326 | 11,52 | ||||
| 2026-02-04 | 13F | Money Concepts Capital Corp | 251 289 | −0,10 | 8 298 | 11,37 | ||||
| 2026-02-11 | 13F | Coastwise Capital Group, LLC | 7 200 | 0,00 | 238 | 11,27 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 24 553 | −1,45 | 1 | |||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 33 810 | 15,57 | 1 116 | 28,87 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 419 308 | 11,91 | 13 846 | 24,76 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 1 513 889 | −6,09 | 49 989 | 4,68 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 111 509 | 7,76 | 3 682 | 20,17 | ||||
| 2026-01-30 | 13F | Pekin Hardy Strauss, Inc. | 4 318 119 | 1,33 | 142 584 | 12,96 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 6 090 | 0,00 | 201 | 11,67 | ||||
| 2026-01-20 | 13F | Princeton Global Asset Management LLC | 12 900 | 0,00 | 426 | 11,26 | ||||
| 2026-01-26 | 13F | PFG Investments, LLC | 258 864 | −0,07 | 8 548 | 11,41 | ||||
| 2026-02-10 | 13F | New Republic Capital, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 295 501 | −5,35 | 10 | 0,00 | ||||
| 2026-02-09 | 13F | Valued Retirements, Inc. | 150 650 | 12,51 | 4 974 | 46,55 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 9 949 | −16,73 | 329 | −7,08 | ||||
| 2026-01-07 | 13F | CWA Asset Management Group, LLC | 11 087 | 0,00 | 366 | 11,59 | ||||
| 2026-02-11 | 13F | Outlook Wealth Advisors, LLC | 7 110 | 235 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 55 565 | 505,22 | 1 834 | 566,91 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 6 884 | 2,53 | 0 | |||||
| 2026-02-13 | 13F | Journey Strategic Wealth Llc | 25 411 | 0,00 | 839 | 11,57 | ||||
| 2026-02-11 | 13F | CLARET ASSET MANAGEMENT Corp | 60 280 | −1,82 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 3 937 | 0,00 | 131 | 13,04 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 9 555 | −3,45 | 316 | 7,51 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 90 692 | −1,66 | 2 995 | 9,63 | ||||
| 2026-02-06 | 13F | Clientfirst Wealth Management, LLC | 10 000 | 0,00 | 330 | 11,49 | ||||
| 2026-02-03 | 13F | Cheviot Value Management, LLC | 1 175 | 0,00 | 48 | 38,24 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 207 688 | 8,14 | 6 858 | 20,55 | ||||
| 2026-01-14 | 13F | A. D. Beadell Investment Counsel, Inc. | 95 294 | −2,58 | 3 | 50,00 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 11 230 | 371 | ||||||
| 2025-11-06 | 13F | LexAurum Advisors, LLC | 11 225 | −3,23 | 332 | 12,93 | ||||
| 2025-11-12 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 32 213 | 11,03 | 1 064 | 23,75 | ||||
| 2026-01-07 | 13F | Procyon Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-30 | 13F | Keating Investment Counselors Inc | 7 010 | 0,00 | 231 | 11,59 | ||||
| 2026-01-30 | 13F | Camden Capital, LLC | 196 585 | 0,00 | 6 491 | 11,49 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 900 | 30 | ||||||
| 2026-03-16 | 13F | Bank of New Hampshire | 800 | 0,00 | 26 | 13,04 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 21 759 | 33,12 | 718 | 48,35 | ||||
| 2026-02-13 | 13F | Global Endowment Management, LP | 396 000 | 0,00 | 13 076 | 11,48 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 65 951 | −5,89 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 15 271 | 57,40 | 504 | 65,79 | ||||
| 2026-01-15 | 13F | Warwick Investment Management, Inc. | 209 390 | 0,00 | 6 914 | 11,48 | ||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 8 936 | 137,09 | 313 | 174,56 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 149 897 | 15,75 | 4 950 | 29,05 | ||||
| 2025-10-27 | 13F | Crew Capital Management, Ltd. | 0 | −100,00 | 0 | |||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 1 476 212 | 1,27 | 48 745 | 12,89 | ||||
| 2026-01-14 | 13F | Redhawk Wealth Advisors, Inc. | 6 679 | 221 | ||||||
| 2026-02-11 | 13F | HC Advisors, LLC | 71 503 | 0,88 | 2 361 | 12,48 | ||||
| 2026-02-17 | 13F | Meridian Wealth Advisors, LLC | 23 469 | 0,00 | 775 | 11,37 | ||||
| 2025-11-12 | 13F | Creekmur Asset Management LLC | 859 | −0,12 | 25 | 19,05 | ||||
| 2026-02-02 | 13F | Miracle Mile Advisors, LLC | 30 069 | 0,00 | 993 | 11,46 | ||||
| 2026-02-09 | 13F | Robinson Smith Wealth Advisors Llc | 8 000 | 0,00 | 264 | 11,86 | ||||
| 2026-02-04 | 13F | Nwam Llc | 70 211 | 0,21 | 2 697 | 15,70 | ||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 39 733 | 6,39 | 1 312 | 18,54 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-10 | 13F | Essex Financial Services, Inc. | 402 254 | −0,34 | 13 282 | 11,11 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 932 464 | 5,07 | 30 783 | 17,10 | ||||
| 2026-01-26 | 13F | Chicago Capital, LLC | 186 978 | 0,00 | 6 174 | 11,48 | ||||
| 2026-02-03 | 13F | Entruity Wealth, LLC | 142 845 | −10,73 | 4 717 | −0,49 | ||||
| 2026-01-16 | 13F | Pacific Sage Partners, LLC | 321 988 | 0,25 | 10 632 | 11,76 | ||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 3 200 | 0,00 | 106 | 11,70 | ||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 692 | 0,00 | 20 | 17,65 | ||||
| 2026-02-12 | 13F | Tiemann Investment Advisors, Llc | 10 000 | 0,00 | 330 | 11,49 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 10 683 | −89,55 | 353 | −88,37 | ||||
| 2026-02-11 | 13F | Townsquare Capital Llc | 8 654 | 286 | ||||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 23 450 | 124,27 | 774 | 150,49 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 64 692 | 6,79 | 2 136 | 19,06 | ||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 1 792 640 | −2,38 | 59 193 | 8,82 | ||||
| 2026-01-12 | 13F | Howard Financial Services, Ltd. | 6 369 | 210 | ||||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 34 925 | 0,00 | 1 153 | 11,51 | ||||
| 2026-01-15 | 13F | Highline Wealth Partners Llc | 350 | 0,00 | 12 | 10,00 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 57 676 | 4,98 | 1 904 | 17,03 | ||||
| 2026-02-17 | 13F | Courage Capital Management Llc | 264 500 | 0,00 | 9 | 14,29 | ||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 76 409 | 0,00 | 2 523 | 11,49 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 28 290 | 103,89 | 934 | 127,80 | ||||
| 2026-02-13 | 13F | Parkside Financial Bank & Trust | 1 500 | 0,00 | 50 | 11,36 | ||||
| 2026-02-17 | 13F | Asset One Wealth Management LLC | 364 106 | 12 744 | ||||||
| 2026-02-19 | 13F | Harbour Wealth Management Group, Inc. | 394 729 | 13 034 | ||||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 3 254 | 685,99 | 107 | 791,67 | ||||
| 2026-01-29 | 13F | IMC-Chicago, LLC | 412 085 | 274,61 | 13 607 | 317,65 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 2 172 | 790,16 | 72 | 82,05 | ||||
| 2026-01-29 | 13F | Rockwood Wealth Management, LLC | 8 958 | 296 | ||||||
| 2026-02-13 | 13F | Mariner, LLC | 342 270 | −3,08 | 11 302 | 8,04 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 250 | 0,00 | 8 | 14,29 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 1 485 | 0,00 | 49 | 13,95 | ||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 13 584 | 0,43 | 449 | 12,00 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 5 000 | 0,00 | 165 | 11,49 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 53 499 | 0,00 | 1 767 | 11,49 | ||||
| 2026-02-13 | 13F | Delos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | Sprott Inc. | 2 211 413 | −2,40 | 73 022 | 8,80 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 1 200 | 0,00 | 40 | 11,43 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 482 | 0,00 | 16 | 7,14 | ||||
| 2025-11-14 | 13F | Elequin Capital Lp | 0 | −100,00 | 0 | |||||
| 2026-02-05 | 13F | Cauble & Harre Wealth Management, Inc. | 156 673 | 5 173 | ||||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 41 954 | 0,00 | 1 385 | 11,51 | ||||
| 2026-02-13 | 13F | Neuberger Berman Group LLC | 13 374 | 0,00 | 442 | 11,36 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 287 | −98,40 | 9 | −98,31 | ||||
| 2026-01-05 | 13F | Roxbury Financial LLC | 475 | 20,25 | 16 | 36,36 | ||||
| 2026-01-22 | 13F | True North Advisors, LLC | 30 659 | −11,44 | 1 012 | −1,27 | ||||
| 2026-02-23 | 13F | Kera Capital Partners, Inc. | 356 193 | 55,53 | 12 987 | 91,45 | ||||
| 2026-01-20 | 13F | FLP Wealth Management, LLC | 132 | −99,78 | 1 964 | 11,47 | ||||
| 2026-01-28 | 13F | Clarity Financial LLC | 11 523 | −51,62 | 381 | −46,10 | ||||
| 2026-02-17 | 13F | Sonoma Private Wealth LLC | 81 276 | 4,52 | 2 684 | 16,50 | ||||
| 2026-02-10 | 13F | Baker Avenue Asset Management, LP | 59 153 | −0,58 | 1 953 | 10,84 | ||||
| 2026-01-14 | 13F | Enclave Advisors LLC | 91 527 | 3 022 | ||||||
| 2026-02-12 | 13F | Intesa Sanpaolo Wealth Management | 202 000 | 6 670 | ||||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 56 840 | 1,12 | 1 877 | 12,67 | ||||
| 2026-01-27 | 13F | Summit Financial Wealth Advisors, LLC | 8 000 | 0,00 | 264 | 11,39 | ||||
| 2026-02-12 | 13F | Proficio Capital Partners LLC | 199 180 | 362,13 | 6 577 | 415,36 | ||||
| 2026-03-04 | 13F | SHP Wealth Management | 400 | 13 | ||||||
| 2025-09-29 | NP | SMIDX - SMI Dynamic Allocation Fund | 582 020 | 6,06 | 14 649 | 6,18 | ||||
| 2026-02-06 | 13F | Ironwood Investment Counsel, LLC | 6 520 | 215 | ||||||
| 2026-01-15 | 13F | Hengehold Capital Management Llc | 465 752 | −2,48 | 15 379 | 8,72 | ||||
| 2026-02-10 | 13F | Bearing Point Capital, Llc | 13 000 | 0,00 | 429 | 11,43 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 348 771 | 1,71 | 11 516 | 13,39 | ||||
| 2026-02-04 | 13F | St. James Investment Company, LLC | 86 740 | −1,64 | 2 864 | 9,65 | ||||
| 2025-11-12 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2026-01-16 | 13F | Surience Private Wealth Llc | 10 295 | 44,59 | 340 | 61,43 | ||||
| 2026-01-27 | 13F | Latitude Advisors, LLC | 30 540 | 0,99 | 1 008 | 12,63 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 21 234 | 12,55 | 701 | 25,63 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 20 631 | −25,10 | 681 | −16,44 | ||||
| 2026-01-28 | 13F | O'ROURKE & COMPANY, Inc | 6 417 | 212 | ||||||
| 2026-02-12 | 13F | Barometer Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 2 281 247 | −3,70 | 75 327 | 7,35 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 84 | 0 | ||||||
| 2026-02-03 | 13F | Costello Asset Management, INC | 500 | 0,00 | 17 | 14,29 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 97 668 | −0,51 | 3 225 | 10,90 | ||||
| 2026-02-17 | 13F | Parvin Asset Management, LLC | 9 048 | 299 | ||||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 22 251 | −12,43 | 830 | 1,59 | ||||
| 2026-02-13 | 13F | Botty Investors LLC | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Insight Wealth Partners, LLC | 73 374 | −0,93 | 2 423 | 10,44 | ||||
| 2026-02-04 | 13F | Oxbow Advisors, LLC | 40 275 | 2,94 | 1 330 | 14,77 | ||||
| 2026-02-09 | 13F | Eaton Financial Holdings Company, LLC | 204 814 | 6 763 | ||||||
| 2026-02-17 | 13F | Manatuck Hill Partners, LLC | 250 000 | 0,00 | 8 255 | 11,48 | ||||
| 2026-02-04 | 13F | Pure Financial Advisors, Inc. | 6 089 | −24,74 | 201 | −15,90 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 2 320 705 | 20,15 | 76 630 | 33,94 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 1 076 604 | 8,20 | 35 549 | 29,24 | ||||
| 2025-11-06 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-01-14 | 13F | Accurate Wealth Management, LLC | 8 645 | −3,57 | 297 | 4,95 | ||||
| 2026-01-23 | 13F | Webster Bank, N. A. | 585 | 0,00 | 19 | 11,76 | ||||
| 2026-02-03 | 13F | Arcadia Wealth Management, LLC | 17 154 | 0,00 | 566 | 11,42 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 6 500 | 0,00 | 215 | 11,46 | ||||
| 2026-02-17 | 13F | Prelude Capital Management, Llc | 11 522 | −56,56 | 380 | −51,59 | ||||
| 2026-01-23 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 72 900 | −1,35 | 2 407 | 10,01 | ||||
| 2026-01-23 | 13F | SpringVest Wealth Management LLC | 16 889 | −12,82 | 558 | −2,79 | ||||
| 2026-01-20 | 13F | Mendota Financial Group, LLC | 10 000 | 0,00 | 330 | 11,49 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1 103 | 0,00 | 36 | 12,50 | ||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 1 635 094 | −8,50 | 53 991 | 2,00 | ||||
| 2026-02-25 | 13F | Diesslin Group, Inc. | 35 834 | 1 183 | ||||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 1 675 | 28,85 | 55 | 44,74 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 39 353 | 10,23 | 1 299 | 22,89 | ||||
| 2026-02-10 | 13F | Pasadena Private Wealth, LLC | 260 499 | −2,75 | 8 602 | 8,41 | ||||
| 2026-01-15 | 13F | apricus wealth, LLC | 16 500 | −13,16 | 545 | −3,20 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 59 650 | 0,00 | 1 970 | 11,24 | ||||
| 2026-01-27 | 13F | Family Capital Trust Co | 15 030 | −16,50 | 496 | −6,77 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 18 376 | 0,00 | 607 | 11,40 | ||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 59 805 | 47,42 | 1 975 | 64,36 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 10 410 | 0,00 | 344 | 11,36 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 9 689 | −22,03 | 320 | 0,63 | ||||
| 2025-11-18 | 13F | Apexium Financial, Lp | 21 500 | 0,00 | 637 | 16,70 | ||||
| 2026-02-12 | 13F | Tocqueville Asset Management L.p. | 23 453 | 0,00 | 774 | 11,53 | ||||
| 2026-01-07 | 13F | Hilltop National Bank | 0 | −100,00 | 0 | |||||
| 2026-02-11 | 13F | J.w. Cole Advisors, Inc. | 84 318 | 9,21 | 2 774 | 21,35 | ||||
| 2026-01-12 | 13F | ARS Wealth Advisors Group, LLC | 9 561 | 316 | ||||||
| 2026-01-30 | 13F | Pure Portfolios Holdings Llc | 11 989 | −0,50 | 396 | 10,96 | ||||
| 2026-01-20 | 13F | J2 Capital Management Inc | 29 969 | 3,31 | 990 | 15,13 | ||||
| 2026-01-09 | 13F | 180 Wealth Advisors, Llc | 16 355 | 540 | ||||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 18 860 | −1,31 | 623 | 9,89 | ||||
| 2026-01-09 | 13F | Pacifica Partners Inc. | 500 | −50,00 | 17 | −44,83 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 12 097 | 20,40 | 399 | 27,48 | ||||
| 2026-01-22 | 13F | Willis Johnson & Associates, Inc. | 10 216 | 0,00 | 337 | 11,59 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 7 200 | −20,00 | 238 | 3,95 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 203 104 | −36,11 | 6 706 | −28,78 | ||||
| 2026-02-17 | 13F | City National Bank Of Florida /msd | 57 802 | 6,28 | 1 909 | 18,44 | ||||
| 2026-02-05 | 13F | Millennium Capital Advisors, LLC | 26 988 | 0,00 | 891 | 11,51 | ||||
| 2026-01-15 | 13F | Lodestone Wealth Management LLC | 203 | 7 | ||||||
| 2026-01-30 | 13F | Laurel Wealth Advisors LLC | 441 | 15 | ||||||
| 2026-02-04 | 13F | WS Portfolio Advisory, LLC | 10 521 | 0,00 | 347 | 11,58 | ||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 981 | 0,00 | 264 | 11,44 | ||||
| 2026-01-14 | 13F | Ballew Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2026-02-18 | 13F | Caitlin John, LLC | 200 | 0,00 | 7 | 20,00 | ||||
| 2026-02-13 | 13F | Bleichroeder LP | 0 | −100,00 | 0 | |||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 6 420 | −4,97 | 0 | |||||
| 2026-01-16 | 13F | Banque Pictet & Cie Sa | 60 182 | 0,00 | 1 987 | 11,50 | ||||
| 2026-02-17 | 13F | Challenger Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-11-07 | 13F | Cidel Asset Management Inc | 0 | −100,00 | 0 | |||||
| 2026-01-29 | 13F | UBS Group AG | 70 329 | 2 322 | ||||||
| 2026-02-13 | 13F | Barclays Plc | 0 | −100,00 | 0 | |||||
| 2026-01-12 | 13F | Lvm Capital Management Ltd/mi | 43 675 | 0,00 | 1 | 0,00 | ||||
| 2026-01-21 | 13F | Quilter Plc | 236 134 | −46,30 | 7 797 | −40,13 | ||||
| 2026-02-12 | 13F | Stonebridge Capital Advisors LLC | 9 850 | −3,90 | 325 | 7,26 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 3 624 | 0,00 | 120 | 11,21 | ||||
| 2026-02-06 | 13F | Harmony Asset Management Llc | 26 166 | −9,97 | 864 | 0,47 | ||||
| 2026-02-13 | 13F | Burton Enright Welch | 14 071 | 0,00 | 465 | 11,54 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 79 584 | 0,23 | 2 628 | 11,74 | ||||
| 2026-02-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 13 595 | 4,79 | 0 | |||||
| 2026-02-02 | 13F | Heritage Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-10 | 13F | Natixis Advisors, L.p. | 15 223 | −2,67 | 1 | |||||
| 2026-01-20 | 13F | Toth Financial Advisory Corp | 903 | 0,00 | 30 | 11,54 | ||||
| 2026-02-05 | 13F | Intrua Financial, LLC | 78 409 | 19,63 | 2 589 | 33,38 | ||||
| 2026-01-20 | 13F | Secure Asset Management, LLC | 10 167 | −0,32 | 336 | 10,93 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 17 489 | −18,33 | 577 | −8,99 | ||||
| 2026-01-07 | 13F | Orgel Wealth Management, LLC | 20 000 | 0,00 | 660 | 11,49 | ||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 5 589 846 | 2,29 | 184 642 | 14,19 | ||||
| 2026-02-12 | 13F | Brown Brothers Harriman & Co | 226 684 | 10,01 | 7 485 | 22,64 | ||||
| 2026-01-08 | 13F | Armstrong Advisory Group, Inc | 17 591 | 9,73 | 581 | 22,36 | ||||
| 2026-02-03 | 13F | Plan Group Financial, LLC | 7 300 | 241 | ||||||
| 2026-02-09 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 857 223 | −0,16 | 28 306 | 11,30 | ||||
| 2025-11-12 | 13F | CIBC Bancorp USA Inc. | 103 476 | 3 065 | ||||||
| 2026-01-23 | 13F | BSW Wealth Partners | 23 327 | 0,00 | 770 | 11,59 | ||||
| 2026-02-03 | 13F | Strengthening Families & Communities, LLC | 70 | 2 | ||||||
| 2026-01-22 | 13F | Accordant Advisory Group Inc | 359 717 | −3,95 | 11 878 | 7,07 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 226 758 | 3,90 | 7 488 | 15,83 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1 759 517 | 0,24 | 58 146 | 11,85 | ||||
| 2026-02-17 | 13F | Matrix Private Capital Group Llc | 39 639 | 79,67 | 1 309 | 100,31 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 338 489 | 17,27 | 11 177 | 30,73 | ||||
| 2026-02-19 | 13F/A | Axxcess Wealth Management, Llc | 14 835 | 490 | ||||||
| 2026-02-03 | 13F | Bokf, Na | 40 031 | 0,00 | 1 322 | 11,48 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 466 425 | −38,97 | 15 401 | −31,97 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 1 950 | 64 | ||||||
| 2026-01-28 | 13F | G&S Capital LLC | 55 901 | 1,65 | 1 846 | 13,33 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 8 460 | −35,59 | 279 | −28,28 | ||||
| 2026-03-02 | 13F | Sankala Group LLC | 18 740 | 752 | ||||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 1 060 | −58,66 | 35 | −53,33 | ||||
| 2026-02-11 | 13F | Straight Path Wealth Management | 28 144 | −4,25 | 929 | 6,78 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 42 848 | −18,49 | 1 415 | −9,13 | ||||
| 2026-02-17 | 13F | Latigo Investments, LLC | 214 134 | 0,00 | 7 071 | 11,48 | ||||
| 2026-01-28 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1 008 | 0,00 | 40 | 25,81 | ||||
| 2026-02-11 | 13F | Insight Advisors, LLC/ PA | 48 884 | −4,01 | 1 614 | 7,03 | ||||
| 2026-01-28 | 13F | Nadler Financial Group, Inc. | 15 745 | −37,41 | 520 | −30,34 | ||||
| 2026-01-30 | 13F | Keybank National Association/oh | 11 127 | 0,00 | 367 | 11,55 | ||||
| 2026-02-12 | 13F | Hm Payson & Co | 12 154 | 0,00 | 401 | 11,39 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 19 302 | 50,13 | 637 | 67,63 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 40 425 | −10,98 | 1 335 | −0,82 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 517 311 | 85,99 | 17 082 | 107,34 | ||||
| 2026-02-13 | 13F | Evelyn Partners Investment Management Services Ltd | 0 | −100,00 | 0 | |||||
| 2025-10-16 | 13F | Whitaker-Myers Wealth Managers, LTD. | 0 | −100,00 | 0 | |||||
| 2026-01-28 | 13F | Hoey Investments, Inc | 14 000 | 0,00 | 462 | 11,59 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 9 586 | 337 | ||||||
| 2026-02-12 | 13F | Alpha Advisors, LLC/VA | 227 827 | 0,84 | 7 523 | 12,42 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 7 390 | −20,37 | 244 | −10,95 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 130 776 | −27,04 | 4 318 | −16,37 | ||||
| 2026-01-26 | 13F | Intelligent Financial Strategies | 1 518 | 0,00 | 50 | 13,64 | ||||
| 2026-01-30 | 13F | New Harbor Financial Group, LLC | 110 345 | 17,05 | 3 644 | 30,48 | ||||
| 2026-02-09 | 13F | Cypress Capital Management LLC (WY) | 86 466 | −0,05 | 2 855 | 11,44 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 216 283 | −1,15 | 7 142 | 10,20 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 3 387 | −72,34 | 112 | −69,34 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 152 244 | 1,76 | 5 027 | 13,45 | ||||
| 2026-02-13 | 13F | Evelyn Partners Investment Management (Europe) Ltd | 3 250 | 0,00 | 107 | 11,46 | ||||
| 2026-01-13 | 13F | Bank & Trust Co | 736 | 0,00 | 24 | 14,29 | ||||
| 2026-01-23 | 13F | E&G Advisors, LP | 92 379 | −0,55 | 3 050 | 10,87 | ||||
| 2026-02-12 | 13F | Bradley Foster & Sargent Inc/ct | 35 122 | 0,00 | 1 160 | 11,44 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 1 273 | −15,13 | 42 | −4,55 | ||||
| 2026-02-05 | 13F | Soltis Investment Advisors LLC | 13 788 | −2,72 | 455 | 8,59 | ||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 9 500 | 0,00 | 314 | 11,39 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 266 534 | −7,54 | 8 801 | 3,07 | ||||
| 2026-02-13 | 13F | Blueprint Financial Advisors LLC | 297 549 | 30,28 | 9 825 | 45,25 | ||||
| 2026-01-26 | 13F | Phraction Management LLC | 235 467 | 5,86 | 7 775 | 18,02 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 50 | 0,00 | 2 | 0,00 | ||||
| 2026-02-04 | 13F | Midwest Trust Co | 6 110 | −59,02 | 202 | −54,42 | ||||
| 2026-02-09 | 13F | White Pine Capital Llc | 38 533 | 0,00 | 1 272 | 11,48 | ||||
| 2026-02-13 | 13F | Beutel, Goodman & Co Ltd. | 39 500 | 0,00 | 1 | 0,00 | ||||
| 2026-01-21 | 13F | BIP Wealth, LLC | 491 350 | 335,19 | 16 224 | 385,17 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 198 049 | −5,29 | 6 540 | 5,59 | ||||
| 2026-02-12 | 13F | Andina Capital Management, LLC | 36 990 | −19,52 | 1 221 | −10,29 | ||||
| 2026-01-15 | 13F | SILVER OAK SECURITIES, Inc | 78 602 | 60,09 | 2 610 | 79,50 | ||||
| 2026-02-13 | 13F | Tower Bridge Advisors | 10 000 | 0,00 | 330 | 11,49 | ||||
| 2025-10-07 | 13F | Sonora Investment Management Group, LLC | 8 935 | 0,00 | 265 | 16,81 | ||||
| 2026-01-21 | 13F | Baker Ellis Asset Management LLC | 17 000 | −0,58 | 561 | 10,87 | ||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 10 166 | −1,17 | 336 | 10,20 | ||||
| 2026-02-17 | 13F | Optiver Holding B.V. | 324 | 11 | ||||||
| 2025-11-12 | 13F | Orleans Capital Management Corp/la | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-12 | 13F | Moneta Group Investment Advisors Llc | 19 124 | 11,68 | 631 | 24,46 | ||||
| 2026-02-18 | 13F | Grand Central Investment Group | 108 962 | 3 598 | ||||||
| 2026-01-12 | 13F | Seacrest Wealth Management, Llc | 47 811 | 7,40 | 1 625 | 17,84 | ||||
| 2026-01-14 | 13F | Eastern Bank | 1 434 | 47 | ||||||
| 2026-01-28 | 13F | Crown Wealth Group, LLC | 36 011 | 21,01 | 1 189 | 34,96 | ||||
| 2026-02-17 | 13F | DV Trading LLC | 6 000 | 198 | ||||||
| 2026-01-16 | 13F | RHS Financial, LLC | 6 260 | 207 | ||||||
| 2026-02-17 | 13F | Forest Hill Capital, LLC | 1 448 500 | 0,00 | 47 829 | 11,48 | ||||
| 2025-11-06 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 2 225 | 0,00 | 73 | 12,31 | ||||
| 2026-02-13 | 13F | Meixler Investment Management, Ltd. | 592 961 | −2,90 | 19 580 | 8,25 | ||||
| 2026-02-12 | 13F | Compass Capital Corp /ma/ /adv | 14 824 | −10,35 | 565 | 9,28 | ||||
| 2026-01-20 | 13F | Kavar Capital Partners Group, Llc | 37 600 | −11,32 | 1 242 | −1,12 | ||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 2 162 | 49,31 | 71 | 69,05 | ||||
| 2026-02-10 | 13F | Carnegie Lake Advisors LLC | 10 200 | 0,00 | 337 | 11,26 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 11 035 | 0,00 | 386 | 14,88 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 5 000 | 0,00 | 165 | 11,49 | ||||
| 2026-02-11 | 13F | Montis Financial, LLC | 86 336 | −1,39 | 2 851 | 9,91 | ||||
| 2026-01-12 | 13F | Connective Portfolio Management, LLC | 85 000 | 30,77 | 2 807 | 47,30 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 11 364 | 32,48 | 375 | 47,64 | ||||
| 2026-01-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 12 482 | 0,00 | 412 | 11,65 | ||||
| 2026-01-07 | 13F | TCP Asset Management, LLC | 539 205 | −6,41 | 17 805 | 4,33 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 107 813 | −12,45 | 3 560 | −2,41 | ||||
| 2025-11-14 | 13F | Hilltop Holdings Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 6 658 | 220 | ||||||
| 2026-02-06 | 13F | Rps Advisory Solutions Llc | 94 197 | 59,85 | 3 110 | 78,22 | ||||
| 2026-02-05 | 13F | Littlejohn Financial Services, Inc. | 21 060 | 0,00 | 695 | 11,56 | ||||
| 2026-01-15 | 13F | Cannon Advisors, Inc. | 7 877 | 0,00 | 279 | 13,47 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 25 975 | 30,53 | 858 | 45,50 | ||||
| 2026-02-13 | 13F | J.E. Simmons & Co., P.C. | 9 500 | 314 | ||||||
| 2026-01-16 | 13F | DiNuzzo Private Wealth, Inc. | 2 135 | 0,00 | 70 | 25,00 | ||||
| 2026-02-04 | 13F | BEAM Asset Management, LLC | 37 522 | 7,52 | 1 239 | 19,85 | ||||
| 2026-02-05 | 13F | O'Brien Greene & Co. Inc | 565 616 | 5,94 | 18 677 | 18,10 | ||||
| 2026-02-13 | 13F | Ingalls & Snyder Llc | 31 114 | −0,05 | 1 | |||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 56 518 | 42,69 | 1 866 | 59,08 | ||||
| 2026-02-04 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 10 000 | 0,00 | 330 | 11,49 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 10 349 | 1,95 | 342 | 13,67 | ||||
| 2026-01-16 | 13F | Perigon Wealth Management, LLC | 17 553 | −3,44 | 580 | 7,62 | ||||
| 2026-01-23 | 13F | Transcend Wealth Collective, Llc | 367 978 | 5,73 | 12 151 | 17,87 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 288 712 | −2,95 | 9 533 | 8,19 | ||||
| 2026-01-22 | 13F | Apollon Financial, LLC | 12 482 | 412 | ||||||
| 2026-02-03 | 13F | Oak Family Advisors, Llc | 10 438 | −23,84 | 345 | −15,06 | ||||
| 2026-02-10 | 13F | Nvest Financial, LLC | 23 717 | 24,49 | 783 | 38,83 | ||||
| 2025-10-31 | 13F | Whittier Trust Co Of Nevada Inc | 0 | −100,00 | 0 | |||||
| 2026-02-06 | 13F | Evoke Wealth, Llc | 19 000 | 18,75 | 627 | 32,56 | ||||
| 2026-02-13 | 13F | Luminist Capital LLC | 400 | 0,00 | 13 | 18,18 | ||||
| 2026-01-21 | 13F | Paladin Advisory Group, LLC | 45 | 0,00 | 1 | 0,00 | ||||
| 2026-01-20 | 13F | Wealthcare Capital Management Llc | 542 246 | −12,73 | 17 905 | −2,71 | ||||
| 2026-02-17 | 13F | Guardian Wealth Advisors, Llc / Nc | 93 203 | −5,96 | 3 078 | 4,84 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 374 029 | 0,54 | 12 350 | 12,08 | ||||
| 2026-02-10 | 13F | Ade, Llc | 52 213 | 7,51 | 1 724 | 19,89 | ||||
| 2026-02-10 | 13F | Rice Partnership, LLC | 18 548 | 0,00 | 612 | 11,48 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 5 226 | 0,00 | 173 | 107,23 | ||||
| 2026-02-13 | 13F | Silicon Valley Capital Partners | 475 | 0,00 | 16 | 7,14 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 119 405 | 13,90 | 3 943 | 26,96 | ||||
| 2026-02-11 | 13F | Pacific Wealth Management | 7 565 | 0,00 | 250 | 11,16 | ||||
| 2026-01-08 | 13F | MKT Advisors LLC | 30 710 | −4,66 | 1 041 | 9,01 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 10 000 | −93,93 | 330 | −93,24 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 53 246 | 7,98 | 1 758 | 20,41 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 55 842 | 0,00 | 1 844 | 11,43 | ||||
| 2026-01-27 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-05 | 13F | Sapient Capital Llc | 13 889 | 0,00 | 461 | 13,27 | ||||
| 2026-02-13 | 13F | Heritage Wealth Advisors | 5 138 572 | 169 676 | ||||||
| 2026-02-12 | 13F | Empire Financial Management Company, LLC | 161 226 | −14,13 | 5 324 | −4,28 | ||||
| 2026-02-06 | 13F | Gables Capital Management Inc. | 1 000 | 0,00 | 33 | 13,79 | ||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 27 260 | −0,73 | 900 | 10,70 | ||||
| 2025-11-14 | 13F | Walleye Capital LLC | 0 | −100,00 | 0 | |||||
| 2026-02-17 | 13F | Semper Augustus Investments Group Llc | 23 869 | 0,00 | 788 | 11,46 | ||||
| 2026-01-22 | 13F | Mh & Associates Securities Management Corp /adv | 50 | 1 | ||||||
| 2025-10-08 | 13F | Beacon Financial Group | 18 316 | 0,00 | 543 | 16,81 | ||||
| 2026-02-12 | 13F | Insigneo Advisory Services, Llc | 90 773 | 7,30 | 2 997 | 19,64 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 130 522 | 0,15 | 4 310 | 11,63 | ||||
| 2026-02-04 | 13F | Cannon Financial Strategists, Inc. | 14 417 | 0,00 | 476 | 11,48 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 480 041 | −8,55 | 15 851 | 1,95 | ||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 18 170 | 43,99 | 600 | 60,59 | ||||
| 2026-02-12 | 13F | Keel Point, LLC | 41 725 | 2,80 | 1 378 | 14,56 | ||||
| 2026-02-17 | 13F | Blueprint Investment Partners LLC | 297 549 | 30,28 | 9 825 | 45,25 | ||||
| 2026-02-10 | 13F | Fielder Capital Group LLC | 42 207 | 0,00 | 1 394 | 11,44 | ||||
| 2026-02-12 | 13F | Douglass Winthrop Advisors, LLC | 10 670 | 0,00 | 352 | 11,39 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 10 000 | 0,00 | 330 | 37,50 | ||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 70 799 | 2,11 | 2 338 | 13,83 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 15 000 | 0,00 | 495 | 11,49 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-02-12 | 13F | StoneX Group Inc. | 49 488 | −18,86 | 1 634 | −9,52 | ||||
| 2026-02-17 | 13F | Stansberry Asset Management, Llc | 14 000 | −1,12 | 462 | 10,26 | ||||
| 2026-01-12 | 13F | DAVENPORT & Co LLC | 118 555 | −1,19 | 3 915 | 10,13 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 10 013 | 0 | ||||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 878 006 | −2,25 | 28 992 | 8,97 | ||||
| 2026-02-11 | 13F | Gateway Wealth Partners, LLC | 21 460 | 11,68 | 709 | 24,43 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 114 561 | −7,91 | 3 783 | 2,66 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 4 388 329 | −5,61 | 144 903 | 5,22 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 17 000 | 56,39 | 561 | 74,77 | ||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 41 725 | −0,26 | 1 378 | 11,14 | ||||
| 2026-02-10 | 13F | Welch & Forbes Llc | 19 550 | 0,00 | 646 | 11,40 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 2 544 917 | 3,41 | 84 033 | 15,29 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 6 536 | 0 | ||||||
| 2026-02-17 | 13F | First Manhattan Co | 65 599 | 0,00 | 2 166 | 11,48 | ||||
| 2026-01-27 | 13F | Summit Financial Strategies, Inc. | 6 272 | 207 | ||||||
| 2026-01-27 | 13F | TD Waterhouse Canada Inc. | 383 643 | 17,59 | 12 665 | 30,65 | ||||
| 2026-02-06 | 13F | Flynn Zito Capital Management, Llc | 40 841 | 0,00 | 1 349 | 11,50 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 91 968 | −0,21 | 3 037 | 11,25 | ||||
| 2026-02-05 | 13F | Macroview Investment Management Llc | 203 597 | −0,50 | 6 723 | 10,92 | ||||
| 2026-02-11 | 13F | Prestige Wealth Management Group LLC | 5 | 0,00 | 0 | |||||
| 2025-10-21 | 13F | Optimum Investment Advisors | 35 700 | 0,00 | 1 057 | 16,92 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 63 034 | 31,19 | 2 081 | 46,24 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 2 186 | 72 | ||||||
| 2026-02-13 | 13F | Missouri Trust & Investment Co | 1 350 | −10,00 | 45 | 0,00 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 6 570 | 217 | ||||||
| 2026-02-02 | 13F | Avidian Wealth Solutions, LLC | 85 092 | −27,31 | 2 810 | −18,98 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 6 586 | 0 | ||||||
| 2026-02-13 | 13F | Fortitude Advisory Group L.L.C. | 25 156 | 0,00 | 831 | 11,41 | ||||
| 2026-02-13 | 13F | Asset Allocation Strategies LLC | 17 875 | 0,00 | 590 | 11,53 | ||||
| 2026-01-29 | 13F | S.A. Mason LLC | 22 062 | 4,77 | 728 | 16,85 | ||||
| 2026-01-21 | 13F | NovaPoint Capital, LLC | 147 330 | 0,30 | 4 865 | 11,82 | ||||
| 2026-01-08 | 13F | Wedmont Private Capital | 47 813 | −20,06 | 1 625 | −10,86 | ||||
| 2026-02-17 | 13F | Zacks Investment Management | 9 325 | −6,39 | 308 | 4,07 | ||||
| 2026-02-13 | 13F | Fort Point Capital Partners LLC | 50 000 | 0,00 | 1 759 | 18,77 | ||||
| 2026-02-05 | 13F | Wakefield Asset Management LLLP | 75 219 | −1,99 | 2 484 | 9,24 | ||||
| 2026-02-06 | 13F | 3EDGE Asset Management, LP | 953 100 | 31 652 | ||||||
| 2026-02-06 | 13F | Rockport Wealth LLC | 14 015 | 5,14 | 463 | 17,26 | ||||
| 2026-01-13 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2026-01-27 | 13F | Tranquilli Financial Advisor LLC | 8 000 | 0,00 | 264 | 11,86 | ||||
| 2026-02-02 | 13F | Fulcrum Wealth Advisors, Llc | 344 740 | 11 383 | ||||||
| 2026-02-09 | 13F | Koesten, Hirschmann & Crabtree, INC. | 0 | −100,00 | 0 | |||||
| 2026-01-15 | 13F | Investment Partners Asset Management, Inc. | 10 019 | −2,75 | 331 | 8,20 | ||||
| 2026-02-13 | 13F | Uniting Wealth Partners, LLC | 8 000 | 0,00 | 264 | 11,86 | ||||
| 2025-10-17 | 13F | Bard Financial Services, Inc. | 88 000 | −1,37 | 2 607 | 15,26 | ||||
| 2026-01-28 | 13F | Salomon & Ludwin, LLC | 3 250 | 0,00 | 110 | 13,40 | ||||
| 2026-01-22 | 13F | Madrona Financial Services, LLC | 6 890 | 228 | ||||||
| 2026-01-29 | 13F | Almanack Investment Partners, LLC. | 10 736 | −37,82 | 355 | −30,72 | ||||
| 2026-01-15 | 13F | Trust Co | 1 099 | 0,83 | 36 | 12,50 | ||||
| 2026-01-26 | 13F | Invariant Investment Management | 15 875 | 546 | ||||||
| 2026-02-13 | 13F | MAI Capital Management | 302 791 | 1 829,34 | 9 998 | 2 054,74 | ||||
| 2026-01-28 | 13F | Morton Brown Family Wealth, LLC | 259 | 0,00 | 9 | 14,29 | ||||
| 2026-01-16 | 13F | Beaumont Financial Advisors, LLC | 183 278 | 7,77 | 6 052 | 20,13 | ||||
| 2026-01-30 | 13F | Verity Asset Management, Inc. | 45 555 | −26,04 | 1 504 | −17,54 | ||||
| 2026-02-10 | 13F | CIBC World Markets Inc. | 705 406 | 8,82 | 23 293 | 21,32 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 23 579 | −58,51 | 1 | −100,00 | ||||
| 2026-01-23 | 13F | Galvin, Gaustad & Stein, LLC | 32 683 | −4,69 | 1 079 | 6,31 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 6 818 | −2,43 | 225 | 9,22 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 3 573 | 12,43 | 118 | 24,47 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 2 177 | 72 | ||||||
| 2026-02-23 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 26 662 | 880 | ||||||
| 2026-02-03 | 13F | K.J. Harrison & Partners Inc | 268 206 | −6,38 | 8 866 | 4,50 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 242 892 | −1,08 | 8 020 | 10,29 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 572 | 19 | ||||||
| 2026-02-13 | 13F | Oberndorf William E | 411 371 | 85,17 | 13 583 | 106,43 | ||||
| 2026-01-13 | 13F | SMI Advisory Services, LLC | 323 644 | −4,63 | 11 331 | 11,82 | ||||
| 2026-01-16 | 13F | Matauro, Llc | 2 060 572 | −0,18 | 68 040 | 11,28 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 979 421 | −0,76 | 32 340 | 10,63 | ||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 9 | 0 | ||||||
| 2026-01-14 | 13F | Lineweaver Wealth Advisors, LLC | 18 615 | 0,00 | 615 | 11,43 | ||||
| 2026-01-16 | 13F | Abacus Planning Group, Inc. | 170 885 | 0,00 | 5 643 | 11,48 | ||||
| 2026-01-29 | 13F | Wealth Alliance Advisory Group, LLC | 13 289 | 0,00 | 439 | 11,45 | ||||
| 2026-02-02 | 13F | Vawter Financial, Ltd. | 14 500 | −3,33 | 479 | 7,66 | ||||
| 2026-02-12 | 13F | Marex Group plc | 662 106 | 5,02 | 21 863 | 17,08 | ||||
| 2026-02-13 | 13F | Hurley Capital, LLC | 51 174 | 8,41 | 1 690 | 20,82 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 250 165 | −2,79 | 8 260 | 8,37 | ||||
| 2026-01-28 | 13F | Evergreen Private Wealth LLC | 5 400 | −26,04 | 178 | −17,59 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 34 598 | 0,00 | 1 142 | 11,52 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2026-01-21 | 13F/A | Euro Pacific Asset Management, LLC | 48 180 | 0,85 | 1 | 0,00 | ||||
| 2026-01-21 | 13F | Ledyard National Bank | 8 187 | 0,00 | 270 | 11,57 | ||||
| 2026-02-13 | 13F | Financial Sense Advisors, Inc. | 15 621 | −57,13 | 516 | −52,27 | ||||
| 2026-02-11 | 13F | Horizon Kinetics Asset Management Llc | 16 262 | −2,24 | 537 | 8,94 | ||||
| 2026-01-21 | 13F | Apella Capital, LLC | 98 684 | −1,19 | 3 259 | −0,85 | ||||
| 2026-02-13 | 13F | Global Strategic Management Inc | 0 | −100,00 | 0 | |||||
| 2026-01-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 120 896 | 15,18 | 3 992 | 28,37 | ||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 16 591 | −4,59 | 548 | 6,21 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 816 029 | 12,03 | 26 945 | 24,90 | ||||
| 2026-02-03 | 13F | Sequoia Financial Advisors, LLC | 27 498 | 2,74 | 908 | 14,52 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 231 562 | 23,75 | 7 646 | 37,96 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 67 656 | 0,93 | 2 234 | 12,54 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 5 576 | 15,73 | ||||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 58 084 | −2,87 | 1 918 | 8,24 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 146 400 | −3,08 | 4 834 | 8,05 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 17 899 | −77,35 | 591 | −74,75 | ||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 110 378 | 15,40 | 3 645 | 28,63 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 1 171 451 | −2,27 | 40 169 | 9,91 | ||||
| 2026-02-17 | 13F | Scarborough Advisors, LLC | 50 | 2 |
