Statistiche di base
| Proprietari istituzionali | 377 total, 377 long only, 0 short only, 0 long/short - change of 4,13% MRQ |
| Prezzo dell'azione | 46,25 |
| Allocazione media del portafoglio | 0.3252 % - change of -23,46% MRQ |
| Azioni istituzionali (Long) | 60.635.320 (ex 13D/G) - change of 0,12MM shares 0,20% MRQ |
| Valore istituzionale (Long) | $ 1.637.265 USD ($1000) |
Proprietà istituzionale e azionisti
Sprott Physical Gold and Silver Trust (CA:CEF) ha 377 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 60,635,320 azioni. I maggiori azionisti includono 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 (TSX:CEF) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.
The share price as of September 5, 2025 is 46,25 / share. Previously, on September 6, 2024, the share price was 30,99 / share. This represents an increase of 49,24% over that period.
Indice del sentiment dei fondi
L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.
Frequenza di aggiornamento: giornaliera
Consulta Ownership Explorer per visualizzare l'elenco delle aziende con il ranking più alto.
Depositi 13F e NPORT
Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||
| 2025-07-24 | 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 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 28.306 | 0,00 | 852 | 5,97 | ||||
| 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 |
