Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Sprott Physical Gold Trust inkluderar Winnow Wealth Llc, JP Wealth Management, Inc., Oberndorf William E, Vise Technologies, Inc., Kerntke Otto McGlone Wealth Management Group, Connective Portfolio Management, LLC, Fort Point Capital Partners LLC, Galvin, Gaustad & Stein, LLC, Lumbard & Kellner, LLC, Concurrent Investment Advisors, LLC, Midwest Trust Co, Hoey Investments, Inc, Atomi Financial Group, Inc., Glenmede Investment Management, LP, Adviser Investments LLC, Beacon Financial Advisory LLC, HB Wealth Management, LLC, Clear Harbor Asset Management, LLC, Forum Financial Management, LP, och Robinson Smith Wealth 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 17 634 | 33,00 | 447 | 40,13 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 71 277 | 224,24 | 1 807 | 242,05 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 30 | 1 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 257 811 | 0,50 | 6 536 | 5,90 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 81 432 | 2 064 | ||||||
| 2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 213 922 | 5,25 | 5 423 | 10,88 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 42 723 | 2,95 | 1 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 418 276 | 42,13 | 35 953 | 49,75 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 69 072 | 13,81 | 1 763 | 20,27 | ||||
| 2025-07-09 | 13F | Connective Portfolio Management, LLC | 65 000 | 1 648 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 10 285 | 21,64 | 261 | 28,08 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 482 | 12 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 303 396 | 9,18 | 7 691 | 15,05 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 2 812 | 71 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 186 991 | 58,99 | 4 779 | 68,27 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 33 023 | 7,68 | 837 | 13,57 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 62 201 | 44,92 | 1 577 | 52,71 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 133 900 | 27,35 | 3 394 | 34,20 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 18 474 | 26,82 | 468 | 33,71 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 155 072 | 1,52 | 3 931 | 7,00 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 600 | 15 | ||||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 29 353 | 32,44 | 744 | 39,59 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 186 978 | 1,63 | 4 740 | 7,07 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 61 838 | 52,88 | 1 568 | 61,05 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 27 091 | 33,45 | 687 | 40,57 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 000 | 66,67 | 25 | 78,57 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 19 373 | 0,07 | 491 | 5,59 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 160 105 | 0,27 | 4 059 | 5,65 | ||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 16 634 | 0,08 | 422 | 5,51 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 8 337 | 211 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 42 405 | 1 075 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 278 072 | 98,54 | 7 049 | 109,23 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 30 | 1 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 545 100 | 32,27 | 13 818 | 39,36 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 32 607 | 25,39 | 827 | 32,16 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5 000 | 11,11 | 127 | 16,67 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 50 000 | 1 268 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 73 199 | 106,11 | 1 856 | 117,21 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 77 964 | 14,02 | 1 976 | 20,12 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 15 512 | 2,97 | 393 | 8,56 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 22 707 | 18,07 | 576 | 24,46 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 10 | 11,11 | ||||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 22 225 | 2,77 | 563 | 8,27 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 25 411 | 77,75 | 644 | 87,76 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 600 115 | 7,19 | 15 213 | 12,94 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 371 431 | 9 416 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 8 347 | 35,24 | 0 | |||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 95 651 | 91,69 | 2 425 | 102,00 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 8 398 | 213 | ||||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 8 000 | 203 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21 475 | 10,92 | 517 | 32,65 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 33 354 | 2,43 | 846 | 7,92 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 7 438 | 2 307,12 | 189 | 3 033,33 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 11 127 | 282 | ||||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 25 155 | 2,40 | 638 | 7,78 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 135 416 | 22,13 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 19 283 | 142,04 | 489 | 205,00 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 164 410 | 17,29 | 4 168 | 23,58 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 44 300 | 55,99 | 1 123 | 64,42 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 482 843 | 49,95 | 12 240 | 57,98 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 24 856 | 15,74 | 630 | 22,09 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 47 640 | 0,92 | 1 208 | 6,34 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 45 | 1 | ||||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 59 474 | 17,68 | 1 431 | 40,61 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 96 804 | 3,25 | 2 454 | 8,78 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 8 000 | 203 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3 937 | 80,10 | 98 | 88,46 | ||||
| 2025-08-11 | 13F | Tower Bridge Advisors | 10 000 | 254 | ||||||
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 70 267 | 14,66 | 1 781 | 20,83 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 80 591 | 3,11 | 2 043 | 8,62 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 792 223 | 2,50 | 20 083 | 8,00 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 66 691 | 28,77 | 1 691 | 35,63 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 7 958 | 202 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 6 562 | 1 796,53 | 166 | 1 975,00 | ||||
| 2025-08-06 | 13F | O'Brien Greene & Co. Inc | 540 386 | 5,88 | 13 699 | 11,56 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 1 413 | 0,93 | 36 | 12,90 | ||||
| 2025-07-23 | 13F/A | Euro Pacific Asset Management, LLC | 49 064 | 2,73 | 1 | 0,00 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 39 296 | 13,62 | 996 | 19,71 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 6 491 | 165 | ||||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 688 425 | 2,33 | 17 214 | 7,43 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 215 406 | 40,31 | 5 461 | 47,85 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 625 040 | 0,70 | 15 845 | 6,10 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 22 359 | 45,82 | 567 | 45,13 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 16 894 | 55,42 | 428 | 63,98 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 34 293 | 869 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 24 913 | 8,08 | 1 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2 505 048 | 5,82 | 64 | 12,50 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 18 800 | 74,07 | 477 | 83,78 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 96 030 | 8,18 | 2 434 | 14,00 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 47 382 | 0,62 | 1 201 | 6,10 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 77 865 | 1 974 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 92 454 | 0,84 | 2 344 | 6,26 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 132 595 | 36,80 | 3 361 | 44,19 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 141 030 | 4,85 | 4 | 0,00 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 115 243 | 0,33 | 2 921 | 5,72 | ||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | 3 204 243 | 2 849,63 | 81 228 | 3 008,57 | ||||
| 2025-08-13 | 13F | Botty Investors LLC | 170 700 | 4 327 | ||||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 15 809 185 | 313,68 | 400 763 | 335,87 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 227 166 | 1,56 | 5 759 | 7,01 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 868 624 | 14,58 | 22 209 | 21,61 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 18 564 | 19,23 | 471 | 25,67 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 22 004 | 558 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 692 | 18 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 11 794 | 51,28 | 299 | 89,81 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 338 085 | 177,29 | 8 570 | 192,19 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 12 426 | 12,19 | 315 | 18,05 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 380 575 | 117,67 | 9 648 | 128,60 | ||||
| 2025-08-28 | NP | SAMT - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | 274 682 | 18,95 | 6 963 | 25,32 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 4 347 | 11,29 | 110 | 18,28 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 140 815 | 44,67 | 3 570 | 52,46 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 8 253 181 | 4,23 | 209 219 | 9,82 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 395 | 10 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 16 778 | 425 | ||||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 13 289 | 7,48 | 337 | 13,13 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 69 385 | 16,09 | 1 759 | 22,25 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 58 351 | 4,73 | 1 479 | 10,37 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 518 149 | 3,73 | 12 939 | 8,74 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 56 333 | 7,75 | 1 428 | 13,60 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 1 088 | 59,77 | 28 | 68,75 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 1 451 | 52,58 | 37 | 63,64 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 18 741 | 6,20 | 475 | 12,03 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 19 432 | 1,04 | 493 | 6,49 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 25 297 | 143,43 | 641 | 156,40 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 31 202 | 178,54 | 791 | 193,68 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 8 283 | 210 | ||||||
| 2025-04-22 | 13F | VanWeelden Wealth Management, LLC | 52 035 | 10,00 | 1 252 | 31,41 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 120 837 | 98,62 | 3 063 | 111,39 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 881 244 | 8,49 | 30 438 | 55,62 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 17 686 | 65,97 | 453 | 69,29 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 17 860 | 9,10 | 453 | 19,58 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 1 200 | 30 | ||||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 4 310 858 | 1,99 | 109 280 | 7,46 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 51 508 | 25,02 | 1 306 | 31,69 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 21 575 | 0,47 | 1 | |||||
| 2025-08-13 | 13F | CLARET ASSET MANAGEMENT Corp | 61 400 | 3,52 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6 960 | 5,23 | 176 | 10,69 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 25 730 | 164,52 | 652 | 178,63 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 371 431 | 10,52 | 9 416 | 16,44 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 59 358 | 5,31 | 1 505 | 10,91 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 62 900 | 454,19 | 1 595 | 483,88 | ||||
| 2025-08-13 | 13F | Lumbard & Kellner, LLC | 23 705 | 601 | ||||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 13 430 | 340 | ||||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 1 000 | 25 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 36 186 | 5,54 | 917 | 11,29 | ||||
| 2025-08-14 | 13F | Avenir Corp | 60 310 | 55,20 | 1 529 | 63,60 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 5 345 362 | 0,78 | 134 618 | 5,51 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 12 000 | 9,09 | 304 | 15,15 | ||||
| 2025-08-05 | 13F | K.J. Harrison & Partners Inc | 274 198 | 51,95 | 6 942 | 59,78 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 36 074 | 3,18 | 914 | 8,68 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 17 879 | 2,12 | 453 | 7,60 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 276 106 | 532,41 | 6 999 | 566,57 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 101 513 | 2,01 | 2 573 | 7,48 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 383 | 10 | ||||||
| 2025-08-05 | 13F | Wakefield Asset Management LLLP | 76 029 | 6,71 | 1 927 | 12,43 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 266 261 | 1 872,30 | 7 | |||||
| 2025-08-08 | 13F | Jupiter Asset Management Ltd | 2 249 508 | 15,17 | 56 811 | 20,72 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 80 411 | 7,27 | 2 038 | 13,03 | ||||
| 2025-08-28 | NP | EDGH - 3EDGE Dynamic Hard Assets ETF | 688 425 | 2,33 | 17 452 | 7,82 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 1 518 | 38 | ||||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 23 469 | 595 | ||||||
| 2025-08-13 | 13F | New Harbor Financial Group, LLC | 87 324 | 3,53 | 2 214 | 9,07 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 91 329 | 43,59 | 2 315 | 51,31 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 17 125 | 90,28 | 434 | 100,93 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 29 840 | 2,05 | 756 | 7,54 | ||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 8 000 | 203 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 025 | 13,89 | 26 | 19,05 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 183 516 | 2,75 | 4 652 | 8,26 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 89 075 | 7,59 | 2 258 | 18,47 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 456 451 | 982,59 | 11 571 | 1 041,12 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 51 363 | 0,12 | 1 302 | 5,51 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 14 718 | 13,71 | 373 | 5,68 | ||||
| 2025-07-22 | 13F | JP Wealth Management, Inc. | 192 955 | 4 891 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 8 500 | 215 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 290 527 | 25,68 | 7 408 | 33,43 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1 618 276 | 65,80 | 41 023 | 74,69 | ||||
| 2025-08-14 | 13F | Laird Norton Trust Company, Llc | 304 656 | 7,92 | 7 723 | 13,72 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 126 193 | 6,44 | 3 199 | 12,17 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 14 000 | 355 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 10 000 | 254 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 54 890 | 25,64 | 1 391 | 32,35 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 104 051 | 2,92 | 2 638 | 8,43 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2 453 340 | 0,94 | 62 192 | 6,35 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 8 169 | 207 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 285 | 79,64 | 58 | 90,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 243 409 | 25,31 | 6 170 | 32,04 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 117 735 | 25,67 | 2 985 | 32,39 | ||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 972 985 | 0,07 | 24 659 | 5,43 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 47 | 1 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 145 683 | 28,20 | 3 693 | 36,47 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 8 187 | 208 | ||||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 51 508 | 25,02 | 1 306 | 31,69 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 971 062 | 7,92 | 24 616 | 13,71 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 80 409 | 1,26 | 2 038 | 6,70 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 44 305 | 1 123 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 500 | 36,36 | 38 | 46,15 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6 300 | 77,46 | 160 | 87,06 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 59 750 | 4,92 | 1 515 | 5,73 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 309 749 | 31,32 | 7 852 | 38,36 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 6 714 | 0 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 597 781 | 7,81 | 15 154 | 13,59 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 23 896 | 4,91 | 575 | 25,33 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 121 157 | 35,75 | 3 071 | 43,04 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 1 413 | 0,93 | 36 | 6,06 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 11 180 | 2 435,15 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 866 257 | 0,70 | 21 958 | 6,10 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 199 310 | 3,83 | 30 403 | 9,40 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 661 906 | 13,81 | 42 129 | 19,91 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 150 | 4 | ||||||
| 2025-06-26 | NP | ARP - PMV Adaptive Risk Parity ETF | 328 471 | 13,31 | 8 258 | 31,56 | ||||
| 2025-08-12 | 13F | Bokf, Na | 40 031 | 106,72 | 1 015 | 118,06 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 292 451 | 23,76 | 7 414 | 30,40 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 218 952 | 31,47 | 5 550 | 38,54 | ||||
| 2025-08-14 | 13F | UBS Group AG | 198 588 | 94 465,71 | 5 034 | 100 580,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 250 | 6 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 672 339 | 1,04 | 17 044 | 6,45 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 903 | 23 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 110 481 | 58,50 | 2 801 | 66,96 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 308 088 | 502,59 | 7 810 | 534,96 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 969 658 | 2,78 | 24 581 | 8,29 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4 100 | 104 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 334 126 | 6,67 | 8 470 | 12,39 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 16 274 | 2,09 | 0 | |||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 26 363 | 5,17 | 668 | 10,78 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 10 456 | 265 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 15 409 | 16,04 | 391 | 22,26 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 602 941 | 5,70 | 40 635 | 11,37 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 515 | 129,55 | 38 | 153,33 | ||||
| 2025-08-11 | 13F | Oberndorf William E | 161 074 | 4 083 | ||||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 29 394 | 3,89 | 745 | 9,56 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 867 575 | 47,06 | 21 993 | 54,96 |
