Grundläggande statistik
| Institutionella ägare | 377 total, 377 long only, 0 short only, 0 long/short - change of 4,13% MRQ |
| Genomsnittlig portföljallokering | 0.3252 % - change of −23,28% MRQ |
| Institutionella aktier (lång) | 60 635 799 (ex 13D/G) - change of 0,16MM shares 0,26% MRQ |
| Institutionellt värde (lång) | $ 1 637 279 USD ($1000) |
Institutionellt ägande och aktieägare
Sprott Physical Gold and Silver Trust (GB:0N2R) har 377 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 60,635,799 aktier. Största aktieägare inkluderar CENTRAL TRUST Co, Bleakley Financial Group, LLC, Morgan Stanley, Kingstone Capital Partners Texas, LLC, Royal Bank Of Canada, Jupiter Asset Management Ltd, Baird Financial Group, Inc., Managed Asset Portfolios, Llc, Raymond James Financial Inc, and Wells Fargo & Company/mn .
Sprott Physical Gold and Silver Trust (LSE:0N2R) 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
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
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.
Uppgradera
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Larson Financial Group LLC | 242 | 476,19 | 7 | 600,00 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 10 000 | 0,00 | 301 | 5,99 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 78 181 | 3,03 | 2 353 | 9,19 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 42 900 | 0,00 | 1 291 | 5,99 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 10 904 | −39,65 | 328 | −36,06 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 3 060 | −10,00 | 92 | −4,17 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 15 760 | −0,20 | 474 | 5,80 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 687 751 | −8,29 | 20 701 | −2,84 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 22 469 | 33,93 | 676 | 42,02 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 215 573 | −7,23 | 6 489 | −1,71 | ||||
| 2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 22 907 | −8,21 | 690 | −2,82 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 16 397 | 0,00 | 494 | 6,02 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 6 000 | 0,00 | 181 | 5,88 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 102 410 | −10,88 | 3 083 | −5,58 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stansberry Asset Management, Llc | 7 170 | 0,00 | 216 | 5,91 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 483 025 | 0,00 | 14 539 | 5,95 | ||||
| 2025-08-11 | 13F | Fore Capital, LLC | 110 000 | 0,00 | 3 311 | 5,95 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 12 000 | 0,00 | 361 | 6,18 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 155 365 | 0,97 | 4 676 | 6,98 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 48 276 | −1,19 | 1 453 | 4,68 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 38 136 | 1,73 | 1 148 | 7,80 | ||||
| 2025-08-14 | 13F | Clg Llc | 13 980 | −1,81 | 421 | 3,96 | ||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 47 152 | 94,56 | 1 419 | 106,25 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 67 252 | 13,79 | 2 024 | 20,55 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 12 856 | 7,22 | 387 | 13,53 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 21 065 | 0,00 | 634 | 6,02 | ||||
| 2025-08-19 | 13F | MRP Capital Investments, LLC | 16 240 | 7,62 | 489 | 14,02 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 11 450 | 0,00 | 345 | 5,85 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 300 | 0,00 | 9 | 12,50 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 12 291 | 0,00 | 370 | 6,96 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 56 980 | −5,41 | 1 715 | 0,23 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 3 811 500 | 68 | ||||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 83 485 | 30,32 | 2 513 | 38,02 | ||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 100 308 | 97,75 | 3 019 | 109,51 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 82 356 | 2,16 | 2 479 | 8,21 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 920 | 104,44 | 28 | 170,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 16 290 | 0 | ||||||
| 2025-07-29 | 13F | Manchester Financial Inc | 47 141 | 56,72 | 1 419 | 66,04 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 16 941 | 0,00 | 510 | 5,82 | ||||
| 2025-04-23 | 13F | Sheets Smith Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 68 015 | −78,79 | 2 047 | −77,53 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 21 100 | 0,00 | 635 | 6,01 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 3 483 | 0,00 | 105 | 6,12 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 99 387 | 3 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1 000 | 0,00 | 30 | 7,14 | ||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 22 500 | 678 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 395 867 | −0,97 | 11 916 | 4,92 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 10 609 | −4,17 | 319 | 1,59 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 23 955 | −2,36 | 664 | 1,07 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 12 183 | 3,87 | 367 | 9,91 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8 182 | 0,00 | 246 | 6,03 | ||||
| 2025-08-14 | 13F | Bluefin Capital Management, Llc | 80 914 | −93,92 | 2 436 | −93,56 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 4 150 | 74,00 | 125 | 85,07 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 13 310 | 0,00 | 401 | 5,82 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 147 821 | 44,84 | 4 449 | 53,47 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Montis Financial, LLC | 28 610 | −0,69 | 861 | 5,26 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 227 584 | 1 878,13 | 6 850 | 2 001,23 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 110 726 | −2,40 | 3 333 | 3,41 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 544 546 | −1,23 | 106 691 | 4,65 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Veracity Capital LLC | 20 456 | −0,54 | 616 | 5,31 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 1 800 | 28,57 | 54 | 38,46 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 194 699 | −0,15 | 5 860 | 5,80 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 378 369 | −1,13 | 41 489 | 4,75 | ||||
| 2025-08-06 | 13F | Simmons Bank | 10 575 | 0,00 | 318 | 6,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 13 189 | 0,00 | 397 | 5,88 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 6 900 | 208 | ||||||
| 2025-04-22 | 13F | Duncker Streett & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 74 173 | 3,63 | 2 233 | 9,79 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 8 474 | 255 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 26 042 | 784 | ||||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 6 869 | 207 | ||||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 1 725 | 0,00 | 54 | 8,00 | ||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | 53 929 | 1 623 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 91 010 | −16,67 | 2 739 | −11,70 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Trust Co | 545 | 0,00 | 16 | 6,67 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 584 808 | 9,15 | 17 603 | 15,64 | ||||
| 2025-08-11 | 13F | Sprott Inc. | 688 251 | 0,11 | 20 716 | 6,07 | ||||
| 2025-08-14 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Camden National Bank | 11 242 | −5,07 | 338 | 0,60 | ||||
| 2025-08-14 | 13F | Wilmar Advisors LLC | 75 000 | −14,77 | 2 258 | −9,72 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 274 | −98,03 | 8 | −97,96 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 11 900 | 358 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 14 186 | 427 | ||||||
| 2025-08-14 | 13F | Marathon Capital Management | 131 975 | −10,36 | 3 972 | −5,02 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 10 893 | −2,42 | 328 | 3,15 | ||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 276 842 | −5,55 | 8 333 | 0,06 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 467 691 | 1,28 | 14 078 | 7,30 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 400 | 0,00 | 12 | 9,09 | ||||
| 2025-08-01 | 13F | Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 42 826 | 1 289 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 72 601 | −0,31 | 2 185 | 5,66 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 8 474 | 255 | ||||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 15 572 | 22,07 | 469 | 29,28 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 53 845 | 0,00 | 1 621 | 5,95 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 37 968 | 44,68 | 1 143 | 53,29 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 193 901 | 0,75 | 5 836 | 6,75 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 7 032 | −37,27 | 212 | −33,65 | ||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 11 202 | −11,81 | 337 | −6,39 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 26 042 | 1,54 | 784 | 7,55 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 5 000 | −28,91 | 150 | −24,62 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 230 | 0,00 | 7 | 0,00 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 460 892 | 4,54 | 13 873 | 10,75 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 113 805 | 2,22 | 3 427 | 9,60 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 28 785 | 1,69 | 866 | 7,71 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 26 932 | 0,00 | 811 | 5,88 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 13 306 | −5,67 | 401 | 0,00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 3 390 | 0,00 | 102 | 6,25 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 650 | 0,00 | 20 | 5,56 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 4 000 | 0,00 | 120 | 6,19 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 9 450 | 0,00 | 284 | 5,97 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 57 399 | 0,00 | 1 728 | 5,95 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 29 481 | 22,90 | 887 | 30,25 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 1 045 | −16,40 | 31 | −8,82 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 8 200 | −8,89 | 247 | −3,53 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 62 808 | −0,45 | 1 891 | 5,47 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 6 206 | 0,00 | 187 | 5,68 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 57 463 | 0,00 | 1 730 | 5,94 | ||||
| 2025-07-30 | 13F | Demars Financial Group, LLC | 88 446 | −96,35 | 2 662 | 3 031,76 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 29 458 | 0,00 | 887 | 5,98 | ||||
| 2025-05-08 | 13F | Tower Bridge Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 2 000 | 0,00 | 60 | 7,14 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 7 955 | −0,62 | 239 | 5,29 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1 000 | 0,00 | 30 | 7,41 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 9 479 | 0,31 | 285 | 6,34 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 20 466 | 1,24 | 619 | 7,84 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 7 675 | 0,00 | 231 | 5,96 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 66 | 0,00 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Jupiter Asset Management Ltd | 2 738 737 | 15,17 | 82 348 | 22,06 | ||||
| 2025-08-14 | 13F | Stenahm Asset Managment Ltd | 25 000 | 0,00 | 752 | 5,92 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 7 327 | −6,57 | 221 | −0,90 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 17 251 | 0,00 | 519 | 5,92 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 275 950 | −18,33 | 8 266 | −13,34 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 13 667 | 0,00 | 411 | 5,93 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 275 | 6 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 107 779 | 2,53 | 3 244 | 8,64 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 15 600 | −1,15 | 470 | 4,69 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 77 339 | 0,00 | 2 328 | 5,92 | ||||
| 2025-08-28 | NP | EDGH - 3EDGE Dynamic Hard Assets ETF | 589 317 | 46,39 | 17 738 | 55,09 | ||||
| 2025-05-15 | 13F | Polar Asset Management Partners Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 1 400 | 0,00 | 42 | 7,69 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 2 766 | 0,00 | 83 | 6,41 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 16 490 | 0,00 | 496 | 5,98 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 5 058 879 | −6,65 | 152 272 | −1,09 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 6 753 | 0,22 | 203 | 6,28 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 423 201 | −17,99 | 13 | −14,29 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 555 963 | 51,78 | 16 734 | 60,81 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 200 | 0,00 | 6 | 20,00 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 255 472 | −0,26 | 8 027 | 10,31 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 9 210 | 0,00 | 277 | 6,13 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 149 214 | −7,66 | 4 491 | −2,16 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 7 924 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 12 680 | 0,00 | 382 | 5,83 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 120 | 4 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10 701 | 322 | ||||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 74 676 | −4,80 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 056 511 | −11,85 | 31 801 | −6,60 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 11 000 | 0,00 | 331 | 6,09 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 543 | 0,00 | 16 | 6,67 | ||||
| 2025-08-11 | 13F | Aegis Financial Corp | 7 474 | −5,30 | 225 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 154 540 | 11,20 | 4 652 | 17,81 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 402 557 | −2,60 | 12 117 | 3,19 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 12 760 | 0,00 | 384 | 6,08 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 8 645 | 0,00 | 260 | 6,12 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 123 131 | 71,73 | 3 706 | 82,02 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 99 742 | −54,34 | 3 002 | −51,63 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 16 400 | 0,00 | 494 | 6,02 | ||||
| 2025-07-23 | 13F | Hemenway Trust Co LLC | 7 160 | 0,00 | 216 | 5,91 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 45 920 | −6,37 | 1 382 | −0,79 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 732 823 | −0,36 | 23 047 | 7,36 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 29 986 | 10,84 | 903 | 17,45 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 174 799 | −4,88 | 5 261 | 0,79 | ||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 66 220 | 2 910,00 | 2 | −96,77 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 104 915 | −8,93 | 3 158 | −3,54 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 68 | 2 | ||||||
| 2025-07-24 | 13F | Total Wealth Planning & Management, Inc. | 17 513 | −11,21 | 527 | −5,89 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 113 362 | 3,21 | 3 412 | 9,36 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 7 924 854 | 0,25 | 238 538 | 6,21 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 51 316 | 16,88 | 1 545 | 23,82 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 30 416 | 0,00 | 916 | 5,90 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 4 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 374 478 | 4,23 | 11 272 | 10,42 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 1 000 | −9,58 | 30 | −3,23 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 11 987 | 0,00 | 361 | 5,88 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 141 734 | 0,17 | 4 266 | 6,15 | ||||
| 2025-08-12 | 13F | Intrepid Capital Management Inc | 234 199 | 0,71 | 7 049 | 6,71 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 650 | 0,00 | 50 | 6,52 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 9 550 | 0,00 | 287 | 5,90 | ||||
| 2025-08-07 | 13F | Guardian Partners Inc. | 95 132 | 20,00 | 2 882 | 28,43 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 7 330 | 0,00 | 221 | 5,77 | ||||
| 2025-05-15 | 13F | Castalian Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 10 606 | 0,00 | 319 | 5,98 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 45 877 | −0,56 | 1 381 | 5,34 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 9 995 | 0,00 | 301 | 6,01 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 11 219 | −6,87 | 338 | −1,46 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 9 825 | −68,80 | 296 | −67,00 | ||||
| 2025-08-14 | 13F | Paradigm Capital Management, LLC/NV | 8 145 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 94 962 | 6,52 | 2 858 | 12,88 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 7 830 | 236 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 45 889 | 0,00 | 1 381 | 5,99 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 334 802 | −4,84 | 10 078 | 0,82 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 7 284 | 3 418,84 | 219 | 4 280,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 27 688 | 0,00 | 833 | 5,98 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 7 436 | 0,00 | 224 | 5,69 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 12 550 | −0,20 | 378 | 5,60 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 45 108 | 19,75 | 1 358 | 26,82 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 6 660 | 200 | ||||||
| 2025-05-15 | 13F | Moneta Group Investment Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 17 148 | 0,29 | 516 | 6,39 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 28 029 | 190,01 | 844 | 207,66 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 24 961 | −7,42 | 751 | −1,83 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 20 703 | 0,00 | 623 | 5,95 | ||||
| 2025-07-21 | 13F | Credential Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 208 708 | −1,89 | 6 355 | 5,16 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 200 | 0,00 | 6 | 20,00 | ||||
| 2025-08-11 | 13F | Managed Asset Portfolios, Llc | 1 152 456 | −0,21 | 34 689 | 5,73 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 355 433 | −1,99 | 10 098 | −1,99 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 7 155 | 20,45 | 215 | 27,98 | ||||
| 2025-08-14 | 13F | Boothbay Fund Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 400 | 42 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 6 854 | 206 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 88 939 | −16,72 | 2 677 | −11,77 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 65 | 0,00 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 800 | 0,00 | 24 | 9,09 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 20 281 | 2,53 | 610 | 8,73 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 24 398 | 65,87 | 734 | 76,02 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7 823 | 0,00 | 235 | 5,86 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 613 538 | −3,17 | 18 467 | 2,59 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 283 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 38 253 | −1,33 | 1 155 | 4,90 | ||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 9 146 | 0,00 | 275 | 6,18 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 183 909 | 2,40 | 5 536 | 8,49 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 220 854 | −15,62 | 6 648 | −10,60 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 633 | 19 | ||||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 22 773 | 0,00 | 685 | 6,04 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 34 001 | 0,00 | 1 023 | 6,01 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 956 | 139,00 | 0 | |||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 8 750 | 0,00 | 264 | 6,05 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 10 568 | −28,95 | 318 | −24,64 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 8 818 | 0,00 | 265 | 6,00 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 28 625 | −49,65 | 862 | −46,69 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 32 805 | 41,55 | 987 | 50,00 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 32 099 | −49,50 | 966 | −46,48 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 146 060 | 9,00 | 4 394 | 17,42 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 93 | 3 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 457 527 | −2,75 | 14 | 0,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 34 291 | 32,65 | 1 032 | 40,60 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 7 300 | 220 | ||||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 20 000 | 0,00 | 602 | 5,99 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 19 885 | 0,00 | 599 | 6,03 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 400 | 42 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 39 767 | 2,84 | 1 197 | 8,93 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 391 841 | −1,98 | 11 600 | 3,97 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 4 205 | 127 | ||||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 250 | 0,00 | 8 | 0,00 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 237 789 | 0,00 | 7 157 | 5,95 | ||||
| 2025-08-12 | 13F | Oppenheimer & Close, LLC | 31 055 | 0,00 | 935 | 5,90 | ||||
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 57 221 | −2,26 | 1 722 | 3,55 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 2 800 | 0,00 | 84 | 27,27 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 125 | 0,00 | 4 | 50,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 44 614 | −5,51 | 1 343 | −3,94 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 589 317 | 46,39 | 17 568 | 55,41 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 121 654 | −0,22 | 3 662 | 5,72 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 74 278 | −20,14 | 2 236 | −15,40 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 25 078 | 0,00 | 755 | 5,90 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 6 000 | 0,00 | 181 | 5,88 | ||||
| 2025-05-12 | 13F | Fiduciary Family Office, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 60 561 | 0,28 | 1 823 | 6,24 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 5 100 | 0,00 | 154 | 6,25 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 10 701 | 0,00 | 322 | 5,92 | ||||
| 2025-07-23 | 13F/A | Euro Pacific Asset Management, LLC | 312 796 | −2,37 | 9 | 0,00 | ||||
| 2025-08-07 | 13F | Richard C. Young & CO., LTD. | 10 635 | 0,00 | 320 | 5,96 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 006 589 | 27,82 | 120 598 | 35,43 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 370 108 | −11,12 | 11 140 | −5,83 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 43 074 | 13,71 | 1 297 | 20,45 | ||||
| 2025-05-15 | 13F | Css Llc/il | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hara Capital LLC | 5 900 | 0,00 | 178 | 5,99 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 42 564 | 10,37 | 1 281 | 16,99 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 44 657 | −5,18 | 1 344 | 0,45 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 60 383 | −6,91 | 1 818 | −1,36 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 90 467 | −3,36 | 2 723 | 2,41 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 32 227 | −11,05 | 969 | −5,56 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 8 577 | 0,00 | 258 | 2,79 | ||||
| 2025-08-12 | 13F | Bahl & Gaynor Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 69 980 | 2 106 | ||||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 9 600 | 0,00 | 289 | 5,88 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 362 035 | 119,09 | 10 897 | 132,15 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 210 865 | 3 408 | ||||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 13 788 | 7,05 | 415 | 13,70 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 18 590 | 560 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 24 930 | −6,27 | 751 | −0,66 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 59 832 | 536,85 | 1 801 | 576,69 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 255 | 0,00 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 25 000 | 0,00 | 752 | 6,06 | ||||
| 2025-04-14 | 13F | Black Point Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 500 | 0,00 | 45 | 7,14 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 29 275 | 4,18 | 881 | 10,40 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 328 | 0,00 | 10 | 0,00 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 7 450 | 0,00 | 224 | 6,16 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 12 073 | 0,00 | 363 | 6,14 | ||||
| 2025-07-22 | 13F | Hunter Perkins Capital Management, LLC | 58 240 | −13,16 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 12 056 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 64 852 | 0,00 | 1 952 | 5,97 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 13 305 | −5,30 | 400 | 0,25 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 15 000 | 0,00 | 452 | 5,87 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 140 415 | −0,70 | 4 226 | 5,20 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 88 298 | 2,03 | 2 725 | 7,92 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 5 000 | 150 | ||||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 9 325 | 0,00 | 281 | 6,06 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 186 | 0,00 | 96 | 5,56 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 4 100 | 123 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 105 840 | 85,76 | 3 156 | 97,37 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 573 497 | −2,22 | 17 | 6,25 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 89 172 | −42,09 | 3 654 | −16,69 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 573 497 | −2,22 | 17 262 | 3,60 | ||||
| 2025-08-14 | 13F | PYA Waltman Capital, LLC | 493 250 | −1,20 | 14 847 | 4,67 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 4 400 | 132 | ||||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | 641 772 | −68,22 | 19 317 | −66,33 | ||||
| 2025-07-22 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 8 073 | −1,82 | 243 | 3,86 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 32 392 | 975 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 20 535 | 27,27 | 618 | 34,93 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 215 272 | −12,46 | 6 480 | −7,26 | ||||
| 2025-08-05 | 13F | Chase Investment Counsel Corp | 100 853 | −2,51 | 3 | 50,00 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 16 358 | 0,00 | 492 | 6,03 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 57 239 | −0,63 | 1 723 | 5,26 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 93 | 0,00 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Quilter Plc | 35 598 | −0,84 | 1 072 | 5,10 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 17 506 | −28,25 | 527 | −24,10 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 11 105 | 0,00 | 334 | 6,03 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 89 900 | −1,10 | 2 706 | 4,76 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 175 | 5 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 8 184 | 0,00 | 246 | 6,03 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 7 009 | 0,00 | 211 | 5,53 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 8 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 179 099 | −5,15 | 5 391 | 0,48 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 633 | 19 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 19 561 | 0,00 | 1 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 8 380 | 0,00 | 252 | 5,88 | ||||
| 2025-08-13 | 13F | New Harbor Financial Group, LLC | 332 110 | −11,79 | 9 997 | −6,54 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 550 | 0,00 | 17 | 6,67 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 10 455 | −9,13 | 315 | −3,68 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 56 055 | −14,10 | 1 687 | −8,96 | ||||
| 2025-08-07 | 13F | Commerce Bank | 9 738 | 0,00 | 293 | 6,16 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1 400 | 0,00 | 40 | 18,18 | ||||
| 2025-07-30 | 13F | St. James Investment Company, LLC | 76 440 | −1,41 | 2 301 | 4,45 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 64 039 | −23,12 | 1 928 | −18,55 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 65 241 | 0,00 | 1 964 | 14,00 | ||||
| 2025-08-14 | 13F | CIBC Asset Management Inc | 30 000 | 0,00 | 903 | 5,99 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 7 430 | 0,00 | 224 | 5,69 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 185 | 6 | ||||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 9 262 | 0,00 | 279 | 5,70 | ||||
| 2025-07-29 | 13F | Robinson Value Management, Ltd. | 7 982 | 0,00 | 240 | 6,19 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 787 541 | 25,23 | 23 700 | 32,54 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 808 | 24 | ||||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 132 699 | 0,47 | 3 992 | 6,46 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 7 432 | −24,41 | 224 | −20,07 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 34 314 | 0,00 | 1 033 | 5,95 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 3 000 | 0,00 | 90 | 5,88 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 29 534 | 37,15 | 889 | 45,34 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 18 616 | 0,00 | 560 | 6,06 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 62 255 | 0,00 | 1 874 | 5,94 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 12 500 | 0,00 | 376 | 5,92 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 30 528 | 0,00 | 919 | 5,88 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 539 | 16 | ||||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 1 000 | 0,00 | 30 | 7,14 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 128 120 | 2,23 | 3 856 | 8,31 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 7 245 | 0,00 | 218 | 6,34 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 354 014 | 0,00 | 10 656 | 5,95 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 21 986 | 0,00 | 662 | 5,93 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 597 | 0,00 | 48 | 6,67 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 25 744 | 6,14 | 1 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 710 | 0,00 | 21 | 5,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 500 | 0,00 | 45 | 28,57 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 724 196 | 10,77 | 21 798 | 17,36 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6 156 | −61,27 | 185 | −58,98 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 8 814 | 265 | ||||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 3 000 | 0,00 | 90 | 5,88 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 700 | 21 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 441 552 | 1,51 | 13 291 | 7,55 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | |||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 18 005 | −0,42 | 542 | 5,46 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 8 030 | 6,64 | 242 | 13,15 | ||||
| 2025-08-12 | 13F | Cadence Wealth Management LLC | 268 528 | −1,99 | 8 083 | 3,83 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 7 349 | 0,00 | 221 | 6,25 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6 140 | −10,56 | 0 | |||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 104 | 0,00 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 15 140 | 0,00 | 456 | 5,81 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 427 476 | −19,31 | 12 866 | −14,52 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 900 | 0,00 | 27 | 8,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 28 723 | 0,00 | 865 | 5,88 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 1 272 | 0,00 | 38 | 5,56 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 803 062 | 1,12 | 24 172 | 7,13 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 107 423 | −11,06 | 3 | 0,00 |
