Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Sprott Physical Gold Trust includono 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, e Robinson Smith Wealth Advisors Llc .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 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 |
