Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Sprott Physical Silver Trust inkluderar PenderFund Capital Management Ltd., Winnow Wealth Llc, Glenmede Investment Management, LP, Menlo Advisors Llc, Proactive Wealth Strategies LLC, Wakefield Asset Management LLLP, Sumitomo Mitsui Trust Holdings, Inc., V. M. Manning & Co., Inc., Andina Capital Management, LLC, Matauro, Llc, Adviser Investments LLC, TKG Advisors, LLC, Sharp Financial Services, LLC, Schulhoff & Co Inc, LifeWealth Investments, LLC, Stansberry Asset Management, Llc, Moloney Securities Asset Management, LLC, Gateway Wealth Partners, LLC, Atlantic Union Bankshares Corp, och Redwood Park Advisors LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 207 084 | 43,23 | 14 775 | 51,13 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 18 324 | 159,91 | 224 | 176,54 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 80 742 | 7,27 | 988 | 13,17 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 12 221 | 150 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 687 475 | 4 785,41 | 7 640 | 4 586,50 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 749 758 | 1,14 | 9 402 | 9,34 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 193 472 | 57,81 | 2 368 | 66,53 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 90 017 | 0,63 | 1 102 | 6,17 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7 565 | 1 190,96 | 93 | 1 433,33 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 186 807 | 1,43 | 2 287 | 7,02 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 465 112 | 4,69 | 5 693 | 10,46 | ||||
| 2025-08-14 | 13F | Stansberry Asset Management, Llc | 11 421 | 140 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 58 324 | 122,19 | 714 | 134,54 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 457 194 | 2,95 | 5 596 | 8,64 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 17 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 3 730 578 | 3,67 | 45 662 | 9,39 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 24 000 | 50,00 | 294 | 58,38 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 3 400 | 161,54 | 42 | 180,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 98 916 | 3,43 | 1 211 | 9,11 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 124 172 | 3,03 | 1 520 | 8,66 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 42 953 | 526 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 46 238 | 57,10 | 566 | 65,69 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 108 217 | 2,05 | 1 325 | 7,64 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 73 066 | 5,53 | 894 | 11,33 | ||||
| 2025-09-04 | 13F | V. M. Manning & Co., Inc. | 30 871 | 417 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 20 791 | 4,30 | 254 | 14,41 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 35 193 | 18,66 | 431 | 25,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 596 | 7 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 29 856 | 0,84 | 365 | 6,41 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 34 599 | 1,31 | 423 | 6,82 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 102 799 | 20,51 | 1 258 | 27,20 | ||||
| 2025-05-16 | 13F | Jones Financial Companies Lllp | 76 396 | 9 449,50 | 5 839 | 83 300,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | −100,00 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 4 583 | 56 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 102 908 | 5,19 | 1 260 | 11,02 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 24 300 | 3,85 | 297 | 9,59 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 280 504 | 0,71 | 3 433 | 6,28 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 530 399 | 6 492 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 11 423 | 140 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 134 232 | 12,94 | 1 664 | 20,75 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 109 264 | 76,33 | 1 337 | 102,58 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 12 500 | 153 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 788 067 | 46,52 | 9 646 | 54,59 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 13 117 | 2 213,40 | 161 | 3 100,00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 32 365 | 171,45 | 396 | 186,96 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 17 715 | 26,22 | 217 | 33,33 | ||||
| 2025-08-25 | NP | SLVR - Sprott Silver Miners & Physical Silver ETF | 1 395 549 | 82,72 | 17 082 | 92,81 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 57 858 | 17,53 | 708 | 23,99 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 16 200 | 198 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 252 927 | 3 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 132 816 | 2,17 | 1 626 | 7,76 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 660 | 312,50 | 8 | 700,00 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 81 857 | 26,08 | 1 002 | 32,93 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 1 147 512 | 102,30 | 14 045 | 113,48 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 14 685 | 180 | ||||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 31 220 | 100,00 | 382 | 111,05 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 16 575 | 7,80 | 203 | 13,48 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 95 829 | 0,52 | 1 173 | 6,06 | ||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 12 000 | 147 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 405 653 | 3,17 | 4 965 | 8,88 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 44 176 | 996,72 | 541 | 1 073,91 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 72 260 | 1 | ||||||
| 2025-08-14 | 13F | Nokomis Capital, L.L.C. | 479 721 | 48,60 | 5 872 | 56,81 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 11 760 | 144 | ||||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 440 145 | 36,21 | 5 387 | 43,73 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 300 | 4 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 17 446 | 214 | ||||||
| 2025-07-09 | 13F | Veracity Capital LLC | 48 252 | 0,02 | 591 | 5,55 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2 629 | 32 | ||||||
| 2025-08-06 | 13F | O'Brien Greene & Co. Inc | 29 864 | 20,11 | 366 | 26,74 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 62 194 | 50,25 | 761 | 58,54 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 112 430 | 177,95 | 1 376 | 193,39 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 796 609 | 21,75 | 9 750 | 28,48 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 613 995 | 1,63 | 7 515 | 7,25 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 180 503 | 16,41 | 2 209 | 22,86 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 717 960 | 37,10 | 9 | 33,33 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 18 715 | 229 | ||||||
| 2025-08-14 | 13F | PenderFund Capital Management Ltd. | 665 000 | 8 140 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 606 451 | 399,77 | 7 423 | 427,51 | ||||
| 2025-07-23 | 13F | Regency Capital Management Inc.\DE | 208 896 | 3,06 | 2 557 | 8,72 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 51 874 | 2,37 | 635 | 8,01 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 6 050 | 74 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 319 698 | 0,21 | 3 913 | 5,76 | ||||
| 2025-08-12 | 13F | Ci Investments Inc. | 55 000 | 37,50 | 1 | |||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 85 816 | 0,14 | 1 050 | 5,63 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 24 401 | 3,84 | 272 | 5,45 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 19 397 | 237 | ||||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 431 836 | 4,72 | 5 286 | 10,50 | ||||
| 2025-07-23 | 13F/A | Euro Pacific Asset Management, LLC | 311 622 | 14,50 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 75 704 | 942 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 810 456 | 297,48 | 9 920 | 319,41 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 10 000 | 122 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 65 958 | 26,81 | 807 | 34,72 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 556 498 | 53,96 | 6 812 | 62,48 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1 972 | 11,92 | 24 | 20,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 547 320 | 4,87 | 43 418 | 10,65 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 105 752 | 143,18 | 1 294 | 156,75 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 1 450 | 18 | ||||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 452 093 | 7,58 | 5 534 | 13,52 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 134 567 | 19,30 | 1 647 | 25,92 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 28 000 | 343 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 10 710 | 131 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 511 726 | 44,21 | 6 356 | 54,40 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 2 605 | 32 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 32 151 | 28,50 | 394 | 35,52 | ||||
| 2025-08-14 | 13F | LM Asset (IM) Inc. | 330 000 | 10,00 | 4 039 | 16,06 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 050 899 | 28,02 | 12 863 | 35,09 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 6 408 | 78 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 900 | 23 | ||||||
| 2025-04-22 | 13F | VanWeelden Wealth Management, LLC | 27 000 | 14,18 | 313 | 37,28 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 462 561 | 0,17 | 5 662 | 5,69 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 140 575 | 99,19 | 1 721 | 110,53 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 861 955 | 36,22 | 14 386 | 97,18 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 255 824 | 21,85 | 3 131 | 28,58 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 76 096 | 3,30 | 931 | 9,02 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 31 536 | 73,75 | 386 | 83,81 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 530 | 324,00 | 6 | 500,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 22 890 | 22,41 | 296 | 43,00 | ||||
| 2025-07-30 | 13F | Schulhoff & Co Inc | 12 000 | 147 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 25 000 | 306 | ||||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 880 542 | 10,05 | 10 778 | 16,12 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 69 020 | 11,47 | 1 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9 575 | 8,17 | 117 | 14,71 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 14 049 | 7,66 | 172 | 13,25 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 168 004 | 39,26 | 2 052 | 48,16 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 68 777 | 0,36 | 842 | 5,92 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 179 737 | 5,87 | 2 200 | 11,68 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 530 399 | 3,60 | 6 492 | 9,31 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 12 624 | 6,32 | 155 | 12,41 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 32 085 | 2,90 | 393 | 8,59 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 503 561 | 12,03 | 6 164 | 18,20 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 440 145 | 36,21 | 5 | 66,67 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 37 000 | 453 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 24 359 | 10,25 | 298 | 16,41 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 486 451 | 14,07 | 5 954 | 20,38 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 15 939 078 | 4,99 | 194 717 | 10,79 | ||||
| 2025-08-05 | 13F | K.J. Harrison & Partners Inc | 460 765 | 56,00 | 5 637 | 63,98 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 229 639 | 367,16 | 3 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 17 884 | 11,75 | 219 | 17,84 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 1 112 | 42,38 | 14 | 44,44 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 301 376 | 1,12 | 3 689 | 6,68 | ||||
| 2025-08-05 | 13F | Wakefield Asset Management LLLP | 81 780 | 1 001 | ||||||
| 2025-08-08 | 13F | Jupiter Asset Management Ltd | 7 610 391 | 15,17 | 93 214 | 21,66 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 103 898 | 52,98 | 1 272 | 61,50 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 299 258 | 0,31 | 3 663 | 5,84 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 503 561 | 12,03 | 6 164 | 18,20 | ||||
| 2025-08-13 | 13F | New Harbor Financial Group, LLC | 153 800 | 10,67 | 1 883 | 16,75 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 565 | 0,46 | 80 | 6,67 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 32 369 | 3,19 | 396 | 9,09 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 614 | 118,40 | 0 | |||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 416 863 | 114,50 | 5 102 | 126,35 | ||||
| 2025-08-12 | 13F | Bokf, Na | 23 728 | 290 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1 803 | 22 | ||||||
| 2025-07-17 | 13F | G&S Capital LLC | 81 059 | 1,52 | 992 | 7,13 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1 354 839 | 0,07 | 16 583 | 5,60 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 36 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 5 772 074 | 163,57 | 70 650 | 178,12 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 33 678 | 1,51 | 412 | 7,29 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 29 362 | 0,09 | 359 | 5,59 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 45 500 | 151,38 | 557 | 166,03 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 342 718 | 4 195 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 162 149 | 1,19 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 777 636 | 7,92 | 21 758 | 13,87 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 346 258 | 3,06 | 4 342 | 24,52 | ||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 2 450 302 | 1,19 | 29 989 | 6,76 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 548 152 | 10,59 | 6 709 | 16,70 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 335 | 2 372,22 | 16 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 500 | 114,29 | 18 | 125,00 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 399 155 | 4,19 | 4 886 | 9,92 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 14 479 | 26,18 | 177 | 33,08 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 579 977 | 31,79 | 7 099 | 39,07 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 20 325 | 2,26 | 249 | 7,83 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 344 358 | 242,95 | 4 215 | 262,03 | ||||
| 2025-08-11 | 13F | Waratah Capital Advisors Ltd. | 27 777 | 340 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 299 837 | 0,53 | 3 670 | 6,10 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 25 300 | 1,12 | 310 | 6,55 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 17 630 | 2,84 | 216 | 11,40 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 41 001 | 20,77 | 525 | 41,13 | ||||
| 2025-08-14 | 13F | Mountain Lake Investment Management LLC | 63 476 | 111,59 | 777 | 122,99 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 15 912 | 1 124,00 | 1 | −93,33 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 88 774 | 1,12 | 1 086 | 6,68 | ||||
| 2025-08-05 | 13F | Meixler Investment Management, Ltd. | 28 240 | 3,39 | 346 | 9,18 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 299 231 | 16,95 | 15 903 | 23,41 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 705 147 | 8,37 | 33 111 | 14,35 | ||||
| 2025-07-24 | 13F | Total Wealth Planning & Management, Inc. | 22 460 | 4,66 | 275 | 10,48 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 74 872 | 23,98 | 916 | 30,86 | ||||
| 2025-08-14 | 13F | UBS Group AG | 437 766 | 5 438,54 | 5 358 | 5 787,91 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 60 285 | 3,56 | 738 | 9,19 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 197 450 | 3,89 | 2 417 | 14,56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 240 | 3 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 1 051 303 | 1,95 | 12 868 | 7,57 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 66 928 | 157,22 | 819 | 172,09 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 755 879 | 2,21 | 9 252 | 7,85 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 36 | 0 | ||||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 167 947 | 2,22 | 2 056 | 7,87 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 26 322 | 322 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 400 485 | 11,21 | 17 142 | 17,35 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 115 620 | 2,13 | 1 415 | 7,77 | ||||
| 2025-08-07 | 13F | PFG Advisors | 60 072 | 21,60 | 735 | 28,27 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 7 982 | 49,70 | 98 | 59,02 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 1 395 549 | 82,72 | 17 082 | 92,81 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 16 429 | 201 | ||||||
| 2025-08-06 | 13F | Menlo Advisors Llc | 253 380 | 3 |
