Grundlæggende statistik
| Institutionelle ejere | 377 total, 377 long only, 0 short only, 0 long/short - change of 4,13% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3252 % - change of -23,28% MRQ |
| Institutionelle aktier (lange) | 60.635.799 (ex 13D/G) - change of 0,12MM shares 0,20% MRQ |
| Institutionel værdi (lang) | $ 1.637.279 USD ($1000) |
Institutionelt ejerskab og aktionærer
Sprott Physical Gold and Silver Trust (US:CEF) har 377 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 60,635,799 aktier. Største aktionærer omfatter 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 (ARCA:CEF) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 12, 2025 is 34,15 / share. Previously, on September 16, 2024, the share price was 24,08 / share. This represents an increase of 41,82% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 28.785 | 1,69 | 866 | 7,71 | ||||
| 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 | ||||
| 2025-08-13 | 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 |
