Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Sprott Physical Gold Trust inkluderar Knoll Capital Management, LLC, Tiaa-cref Individual & Institutional Services, Llc, Gladstone Institutional Advisory LLC, Golden State Equity Partners, McIlrath & Eck, LLC, M. Kulyk & Associates, LLC, TCG Advisory Services, LLC, Holos Integrated Wealth LLC, Collaborative Fund Advisors, LLC, SIG North Trading, ULC, SIG North Trading, ULC, Discipline Wealth Solutions, LLC, Magnus Financial Group LLC, Cm Wealth Advisors Llc, Jump Financial, LLC, World Equity Group, Inc., SIG North Trading, ULC, Financial Enhancement Group LLC, Crusonia Wealth Advisors LLC, och Picton Mahoney Asset Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 13F | Central Bank & Trust Co | 6 040 | 214 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1 800 | 21,21 | 64 | 28,57 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 1 347 193 | 39,66 | 47 745 | 49,90 | ||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 18 433 | 15,33 | 653 | 23,91 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 36 045 | 37,47 | 1 277 | 47,63 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 93 033 | 4,61 | 3 297 | 12,30 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 20 774 | 736 | ||||||
| 2026-04-23 | 13F | Grand Central Investment Group | 109 812 | 0,78 | 3 892 | 8,17 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 1 701 | 750,50 | 60 | 900,00 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 1 300 | 18,18 | 46 | 27,78 | ||||
| 2026-05-08 | 13F | Entruity Wealth, LLC | 144 915 | 1,45 | 5 136 | 8,88 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 724 494 | 2,71 | 25 676 | 10,24 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 2 271 | 5,04 | 80 | 12,68 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 68 148 | 2 415 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 5 821 327 | 4,14 | 205 631 | 11,37 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 5 680 | 201 | ||||||
| 2026-05-15 | 13F | Lumbard & Kellner, LLC | 23 860 | 0,12 | 846 | 7,51 | ||||
| 2026-05-15 | 13F | Blueprint Investment Partners LLC | 328 489 | 10,40 | 11 642 | 18,48 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 5 020 | 181 | ||||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 10 958 | 7,79 | 374 | 11,64 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 23 497 | 833 | ||||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 37 108 | 6,09 | 1 315 | 13,95 | ||||
| 2026-04-20 | 13F | Surience Private Wealth Llc | 35 749 | 247,25 | 1 267 | 273,45 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 3 602 | 128 | ||||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 15 327 | 6,31 | 543 | 14,08 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 587 | 104,53 | 21 | 122,22 | ||||
| 2026-04-23 | 13F | Kerntke Otto McGlone Wealth Management Group | 134 538 | 11,28 | 4 768 | 19,47 | ||||
| 2026-04-21 | 13F | Diesslin Group, Inc. | 39 596 | 10,50 | 1 403 | 18,60 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 28 546 | 3,81 | 1 012 | 11,47 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 37 777 | 1 339 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 39 | 1 | ||||||
| 2026-05-06 | 13F | WIT Partners Advisory Pte. Ltd. | 941 220 | 340,47 | 33 357 | 390,10 | ||||
| 2026-04-15 | 13F | Badgley Phelps Wealth Managers, LLC | 25 202 | 2,68 | 893 | 10,25 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 82 584 | 284,83 | 2 927 | 313,28 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 539 041 | 6,43 | 19 104 | 14,23 | ||||
| 2026-05-13 | 13F | Capital Wealth Alliance, LLC | 956 566 | 0,26 | 33 876 | −7,82 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 1 162 | 232,00 | 41 | 272,73 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 1 530 | 54 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 113 876 | 14,96 | 4 036 | 23,39 | ||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 233 603 | 1,62 | 8 279 | 9,06 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 18 646 | 1,47 | 661 | 8,91 | ||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 378 692 | 5,27 | 13 421 | 12,99 | ||||
| 2026-05-15 | 13F/A | Spears Abacus Advisors LLC | 617 290 | 0,41 | 21 877 | 7,76 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 11 035 | 398 | ||||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 94 308 | 3,89 | 3 342 | 11,51 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 405 027 | 0,69 | 14 354 | 8,07 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 33 111 | 89,32 | 1 173 | 103,29 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 16 963 | 35,90 | 601 | 45,87 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 34 735 | 8,01 | 1 231 | 16,02 | ||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 196 727 | 0,88 | 6 972 | 8,28 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 1 376 380 | 316,85 | 48 779 | 347,42 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 332 325 | 6,42 | 11 778 | 14,22 | ||||
| 2026-05-15 | 13F | DV Trading LLC | 6 800 | 13,33 | 241 | 21,21 | ||||
| 2026-05-13 | 13F | Picton Mahoney Asset Management | 13 584 | 482 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 91 873 | 25,57 | 3 256 | 34,78 | ||||
| 2026-05-11 | 13F | Commerce Bank | 49 724 | 0,65 | 1 762 | 8,03 | ||||
| 2026-04-07 | 13F | G&S Capital LLC | 60 919 | 8,98 | 2 159 | 16,96 | ||||
| 2026-04-17 | 13F | Anchyra Partners Llc | 8 000 | 284 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 43 983 | 246,84 | 2 | |||||
| 2026-04-28 | 13F | Nvest Financial, LLC | 24 240 | 2,21 | 859 | 9,71 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 30 261 | 1 072 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 803 388 | 19,12 | 63 912 | 27,85 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 55 225 | 28,89 | 1 957 | 38,40 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 373 174 | 1,41 | 13 225 | 8,85 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 22 426 | 123,97 | 1 | |||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 12 100 | 7,75 | 429 | 15,68 | ||||
| 2026-05-05 | 13F | Rockport Wealth LLC | 15 415 | 9,99 | 546 | 18,18 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 6 095 | 216 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 536 503 | 58,50 | 19 014 | 70,12 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 67 436 | 2,25 | 2 390 | 119 350,00 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 48 744 | 356,28 | 1 727 | 390,63 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 213 600 | 4,29 | 7 570 | 11,93 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 41 136 | 74,46 | 1 | |||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 7 019 | 5,09 | 249 | 12,73 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 3 082 329 | 1,55 | 109 | 9,00 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 5 664 | 201 | ||||||
| 2026-05-08 | 13F | Wall Street Access Asset Management, LLC | 1 837 | 47 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 69 853 | 3,25 | 2 476 | 10,79 | ||||
| 2026-05-13 | 13F | Aviso Financial Inc. | 65 | 2 | ||||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 31 501 | 1 116 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 65 201 | 15,36 | 2 311 | 23,79 | ||||
| 2026-04-23 | 13F | Phraction Management LLC | 266 467 | 13,17 | 9 444 | 21,45 | ||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 6 000 | 213 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 44 765 | 146,91 | 1 586 | 165,22 | ||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 18 761 | 665 | ||||||
| 2026-05-15 | 13F | Sonoma Private Wealth LLC | 96 318 | 18,51 | 3 414 | 27,21 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 1 151 | 2 202,00 | 41 | 3 900,00 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 150 028 | 0,09 | 5 317 | 7,42 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 1 556 314 | 5,43 | 55 156 | 13,15 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 637 542 | 22,59 | 22 594 | 31,57 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 70 118 | 18,48 | 2 485 | 27,12 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 3 500 | 40,00 | 124 | 51,22 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 23 901 | 0,35 | 847 | 7,76 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 43 208 | 1 531 | ||||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 8 650 | 307 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 13 764 | 1,33 | 488 | 8,71 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 638 594 | 1,17 | 22 632 | 8,58 | ||||
| 2026-05-05 | 13F | PFG Advisors | 5 845 | 207 | ||||||
| 2026-04-24 | 13F | Keybank National Association/oh | 61 127 | 449,36 | 2 166 | 490,19 | ||||
| 2026-05-14 | 13F | Alpha Advisors, LLC/VA | 233 705 | 2,58 | 8 283 | 10,10 | ||||
| 2026-05-14 | 13F | Botty Investors LLC | 249 200 | 0,40 | 8 832 | 7,76 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 303 304 | 0,17 | 10 749 | 7,51 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 89 004 | 5,56 | 3 154 | 13,70 | ||||
| 2026-04-22 | 13F | Spirepoint Private Client, Llc | 87 150 | 0,33 | 3 089 | 7,67 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 345 284 | 2 976,03 | 12 237 | 3 585,54 | ||||
| 2026-04-28 | 13F | K.J. Harrison & Partners Inc | 505 278 | 88,39 | 17 903 | 101,93 | ||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 36 786 | 2,15 | 1 304 | 9,59 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 276 345 | 9,97 | 9 794 | 18,03 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 16 493 | 386,95 | 585 | 426,13 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 11 928 | 76,84 | 423 | 90,09 | ||||
| 2026-04-28 | 13F | DGS Capital Management, LLC | 9 083 | 322 | ||||||
| 2026-05-15 | 13F | Intesa Sanpaolo Wealth Management | 503 249 | 149,13 | 17 835 | 167,39 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 366 | 4,82 | 296 | 12,55 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 1 338 | 47 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 31 391 | 1,61 | 1 112 | 9,02 | ||||
| 2026-05-15 | 13F | Farringdon Capital, Ltd. | 33 322 | 1 181 | ||||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 44 931 | 7,68 | 1 592 | 15,61 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 34 545 | 1 224 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 8 940 | 46,80 | 317 | 57,21 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 8 042 | 1,57 | 285 | 9,20 | ||||
| 2026-04-28 | 13F | Cobblestone Asset Management LLC | 22 020 | 27,80 | 780 | 37,32 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 123 857 | 4,47 | 4 390 | 12,14 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 16 726 | 593 | ||||||
| 2026-04-15 | 13F | Professional Advisory Services Inc | 7 000 | 0 | ||||||
| 2026-04-20 | 13F | Oak Family Advisors, Llc | 10 549 | 1,06 | 374 | 8,43 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 8 050 | 4,76 | 285 | 12,65 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 6 300 | 223 | ||||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 9 119 | 10,09 | 323 | 18,32 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 772 405 | 0,73 | 62 820 | 8,04 | ||||
| 2026-05-07 | 13F | Hemenway Trust Co LLC | 6 570 | 233 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 171 122 | 6 065 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 5 850 | 211 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 5 537 762 | 3,05 | 196 258 | 10,60 | ||||
| 2026-05-14 | 13F | 1832 Asset Management L.P. | 5 840 | 207 | ||||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 692 869 | 16,88 | 24 339 | 25,47 | ||||
| 2026-04-28 | 13F | Quent Capital, LLC | 2 000 | 71 | ||||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 28 361 | 73,41 | 1 005 | 86,11 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 6 921 | 245 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 2 | 0 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 9 466 | 335 | ||||||
| 2026-05-16 | 13F | Guardian Partners Inc. | 85 261 | 0,31 | 3 022 | −4,28 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 12 898 | 29,64 | 457 | 39,33 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 10 816 | 5,87 | 383 | 13,65 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 601 703 | 16,31 | 21 324 | 24,84 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 515 | 18 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 8 893 | 315 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 32 036 | 2,00 | 1 135 | 9,45 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 327 776 | 1,80 | 11 616 | 9,26 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 3 785 | 547,01 | 134 | 605,26 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 15 359 | 3,53 | 544 | 11,25 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 122 179 | 403,44 | 4 330 | 440,57 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 10 000 | 354 | ||||||
| 2026-05-15 | 13F | Weiss Asset Management LP | 484 101 | 17 157 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 298 901 | 1,15 | 11 | 11,11 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 128 416 | 24,10 | 4 551 | 48,53 | ||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 6 700 | 237 | ||||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 41 878 | 5,40 | 1 484 | 13,20 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 73 420 | 4,12 | 2 602 | 11,77 | ||||
| 2026-04-23 | 13F | Elevate Capital Advisors, LLC | 227 397 | 10,03 | 8 059 | 18,08 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 5 710 | 202 | ||||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 600 | 20,00 | 21 | 31,25 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 286 988 | 100,00 | 10 171 | 114,65 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 10 621 | 388 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 20 588 | 29,22 | 730 | 38,59 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 16 729 | 0,14 | 593 | 7,44 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 467 109 | 9,40 | 16 554 | 17,42 | ||||
| 2026-04-27 | 13F | Baker Boyer National Bank | 6 015 | 213 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 917 | −83,57 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 3 747 | 133 | ||||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 1 443 | 51 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 80 732 | 13,01 | 2 861 | 21,33 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 79 916 | 0,42 | 2 832 | 7,80 | ||||
| 2026-04-24 | 13F | Ndwm Llc | 5 871 | 208 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 137 968 | 4 890 | ||||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 10 169 | 1,50 | 360 | 9,09 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 481 001 | 3,13 | 17 047 | 10,68 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 21 525 | 1,37 | 763 | 8,70 | ||||
| 2026-05-15 | 13F | SIG North Trading, ULC | 38 651 | 1 370 | ||||||
| 2026-05-15 | 13F | SIG North Trading, ULC | Call | 39 900 | 1 414 | |||||
| 2026-05-06 | 13F | M. Kulyk & Associates, LLC | 88 094 | 3 122 | ||||||
| 2026-05-15 | 13F | SIG North Trading, ULC | Put | 17 300 | 613 | |||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 351 | 45,04 | 12 | 71,43 | ||||
| 2026-05-15 | 13F | City National Bank Of Florida /msd | 72 508 | 25,44 | 2 570 | 34,64 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 1 355 749 | 2 327,83 | 48 048 | 2 507,00 | ||||
| 2026-05-15 | 13F | Empire Financial Management Company, LLC | 165 507 | 2,66 | 5 866 | 10,18 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 34 743 | 0,42 | 1 231 | 7,79 | ||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 7 750 | 275 | ||||||
| 2026-04-27 | 13F | Meredith Wealth Planning | 6 890 | 244 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 7 263 | 10,28 | 0 | |||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 5 861 | 208 | ||||||
| 2026-04-21 | 13F | J.E. Simmons & Co., P.C. | 9 700 | 2,11 | 344 | 9,58 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 672 | 24 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 32 528 | 32,48 | 1 | |||||
| 2026-05-12 | 13F | Stifel Financial Corp | 858 339 | 5,18 | 30 420 | 12,89 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 307 | 11 | ||||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 15 191 | 559 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 2 007 130 | 11,93 | 71 133 | 20,14 | ||||
| 2026-05-12 | 13F | VanWeelden Wealth Management, LLC | 53 726 | 4,80 | 1 904 | 12,53 | ||||
| 2026-05-08 | 13F | Cm Wealth Advisors Llc | 24 715 | 876 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 39 976 | 1,58 | 1 428 | 9,85 | ||||
| 2026-05-11 | 13F | Blueprint Financial Advisors LLC | 328 489 | 10,40 | 11 642 | 18,48 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 200 056 | 0,08 | 7 090 | 7,41 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 24 563 | 103,93 | 871 | 119,14 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 16 883 | 3,66 | 598 | 11,36 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 111 509 | 7,76 | 3 682 | 20,17 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 130 522 | 0,15 | 4 310 | 11,63 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 141 489 | 5 014 | ||||||
| 2026-05-15 | 13F | Knoll Capital Management, LLC | 387 055 | 13 717 | ||||||
| 2026-05-08 | 13F | Cypress Capital Management LLC (WY) | 87 555 | 1,26 | 3 103 | 8,65 | ||||
| 2026-05-12 | 13F | Hunter Perkins Capital Management, LLC | 10 819 | 0 | ||||||
| 2026-05-11 | 13F | White Pine Capital Llc | 39 145 | 1,59 | 1 387 | 9,04 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 489 776 | 2,03 | 17 358 | 9,51 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 544 | 14,53 | 19 | 26,67 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 7 110 | 3,28 | 0 | |||||
| 2026-05-06 | 13F | O'Brien Greene & Co. Inc | 581 416 | 2,79 | 20 605 | 10,33 | ||||
| 2026-04-23 | 13F | RIA Advisory Group LLC | 24 489 | 8,52 | 868 | 16,38 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 52 305 | 2,21 | 1 854 | 9,71 | ||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 45 607 | 13,20 | 1 616 | 21,50 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 245 143 | 18,03 | 8 688 | 26,69 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 55 565 | 505,22 | 1 834 | 566,91 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 9 800 | 1,15 | 354 | 10,66 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 17 000 | 56,39 | 561 | 74,77 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 256 480 | 97,14 | 9 090 | 111,57 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 506 722 | 3,13 | 17 958 | 10,69 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 5 200 | 205 | ||||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 57 621 | 268,87 | 2 042 | 296,50 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 58 322 | 1,12 | 2 067 | 8,51 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 2 065 418 | 0,24 | 73 198 | 7,58 | ||||
| 2026-05-13 | 13F | Synergy Financial Management, LLC | 15 714 | 1,51 | 557 | 8,81 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 6 089 | 216 | ||||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 1 037 | 37 | ||||||
| 2026-05-01 | 13F | Clarity Financial LLC | 12 071 | 4,76 | 428 | 12,37 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 7 034 | 7,06 | 249 | 15,28 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 8 595 | 305 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 59 933 | 5,44 | 2 124 | 13,22 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 900 | 30 | ||||||
| 2026-05-07 | 13F | Dakota Wealth Management | 237 065 | 18,16 | 8 402 | 26,83 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 16 174 | 2,86 | 573 | 10,40 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 22 582 | 2,36 | 800 | 9,89 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 31 579 | 11,63 | 1 119 | 19,81 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 361 380 | 1,46 | 12 807 | −1,38 | ||||
| 2026-05-05 | 13F | HC Advisors, LLC | 75 529 | 5,63 | 2 677 | 13,34 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 445 593 | 22,47 | 15 792 | 31,44 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 11 137 | 0,22 | 395 | 7,65 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 10 158 | 35,04 | 360 | 45,16 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 897 | 32 | ||||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 14 799 | 524 | ||||||
| 2026-05-12 | 13F | Barometer Capital Management Inc. | 19 000 | 673 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 3 995 | 142 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 461 475 | 20,29 | 16 567 | 30,82 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 2 449 218 | 494,35 | 86 800 | 537,91 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 1 365 | 16,17 | 48 | 2,13 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 53 795 | 18,09 | 1 906 | 26,73 | ||||
| 2026-04-20 | 13F | Contravisory Investment Management, Inc. | 264 | 9 | ||||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 6 125 | 217 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 17 143 | 41,16 | 620 | 54,75 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2 361 598 | 1,76 | 83 695 | 9,22 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 114 222 | 1,46 | 4 048 | 8,91 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 8 080 | 286 | ||||||
| 2026-05-21 | 13F | Essential Partners LLC | 419 852 | 0,97 | 14 880 | 8,37 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 726 789 | 5,61 | 61 197 | 13,35 | ||||
| 2026-04-10 | 13F | TCP Asset Management, LLC | 657 916 | 22,02 | 23 317 | 30,96 | ||||
| 2026-05-29 | 13F | Keel Point, LLC | 43 313 | 3,81 | 1 535 | 11,47 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 375 567 | 13 310 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 456 672 | 16 184 | ||||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 15 292 | 542 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 88 641 | 7,22 | 3 141 | 15,10 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 5 715 | 203 | ||||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 12 087 | 9,02 | 428 | 16,94 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 70 408 | 77,62 | 2 495 | 90,75 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 5 542 655 | 26,30 | 196 432 | 35,56 | ||||
| 2026-05-05 | 13F | Pacific Wealth Management | 9 225 | 21,94 | 327 | 30,92 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 250 | 25,00 | 9 | 33,33 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 9 300 | 27,40 | 330 | 36,51 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 110 099 | 215,24 | 3 902 | 238,33 | ||||
| 2026-04-28 | 13F | Collaborative Fund Advisors, LLC | 48 950 | 1 735 | ||||||
| 2026-04-29 | 13F | American Capital Advisory, LLC | 74 | 3 | ||||||
| 2026-05-01 | 13F | Summit Financial Strategies, Inc. | 6 602 | 5,26 | 234 | 12,56 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 38 272 | 2,00 | 1 356 | 9,53 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 44 841 | 91,22 | 1 589 | 105,30 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 58 311 | 2 075 | ||||||
| 2026-04-15 | 13F | JP Wealth Management, Inc. | 432 610 | 0,66 | 15 332 | 8,03 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 10 485 | 14,12 | 372 | 22,44 | ||||
| 2026-05-06 | 13F | Sun Group Wealth Partners | 6 412 | 227 | ||||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 20 659 | 732 | ||||||
| 2026-04-08 | 13F | Oliver Luxxe Assets LLC | 12 495 | 3,81 | 443 | 11,34 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 6 455 | 229 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 19 525 | 9,08 | 692 | 16,92 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 13 101 | 31,01 | 464 | 40,61 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1 285 906 | 16,75 | 45 573 | 25,30 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 5 796 | 205 | ||||||
| 2026-05-08 | 13F | Smithfield Trust Co | 9 800 | 17,41 | 0 | |||||
| 2026-05-15 | 13F | Prelude Capital Management, Llc | 14 522 | 26,04 | 515 | 35,26 | ||||
| 2026-04-22 | 13F | Motco | 978 | 35 | ||||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 373 285 | 2,52 | 13 229 | 3,81 |
