Estatísticas Básicas
| Proprietários Institucionais | 463 total, 463 long only, 0 short only, 0 long/short - change of 5.68% MRQ |
| Preço da Ação | 61.53 |
| Alocação Média no Portfólio | 0.2927 % - change of 11.80% MRQ |
| Ações Institucionais (Longas) | 57,024,808 (ex 13D/G) - change of -0.46MM shares -0.80% MRQ |
| Valor Institucional (Longa) | $ 2,649,393 USD ($1000) |
Propriedade Institucional e Acionistas
Sprott Physical Gold and Silver Trust (CA:CEF) tem 463 proprietários e acionistas institucionais que enviaram os formulários 13D/G ou 13F para a Comissão de Valores Mobiliários (SEC). Essas instituições possuem um total de 57,024,808 ações. Os maiores acionistas incluem CENTRAL TRUST Co, Bleakley Financial Group, LLC, Morgan Stanley, Jupiter Asset Management Ltd, IMC-Chicago, LLC, Royal Bank Of Canada, Weiss Asset Management LP, Wells Fargo & Company/mn, Baird Financial Group, Inc., and Managed Asset Portfolios, Llc .
Sprott Physical Gold and Silver Trust (TSX:CEF) a estrutura de propriedade institucional mostra as posições atuais na empresa por instituições e fundos, bem como as últimas mudanças no tamanho da posição. Os principais acionistas podem incluir investidores individuais, fundos mútuos, fundos de cobertura ou instituições. O Schedule 13D indica que o investidor possui (ou possuía) mais de 5% da empresa e pretende (ou pretendia) buscar ativamente uma mudança na estratégia de negócios. O Schedule 13G indica um investimento passivo de mais de 5%.
The share price as of June 5, 2026 is 61.53 / share. Previously, on June 6, 2025, the share price was 41.00 / share. This represents an increase of 50.07% over that period.
Pontuação do Sentimento do Fundo
A Pontuação do Sentimento do Fundo (anteriormente conhecida como Pontuação de Acumulação de Propriedade) identifica as ações que estão sendo mais compradas pelos fundos. É o resultado de um modelo quantitativo sofisticado e multifatorial que identifica empresas com os maiores níveis de acumulação institucional. O modelo de pontuação utiliza uma combinação do aumento total em proprietários divulgados, as mudanças nas alocações de portfólio desses proprietários e outras métricas. O número varia de 0 a 100, com números mais altos indicando um nível maior de acumulação em relação aos seus pares, sendo 50 a média.
Frequência de Atualização: Diariamente
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Arquivamentos 13F e NPORT
Detalhes sobre Formulários 13F são gratuitos. Detalhes sobre Formulários NP requerem uma assinatura premium. Linhas verdes indicam novas posições. Linhas vermelhas indicam posições fechadas. Clique no ícone de link para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 4 | 0.00 | 0 | |||||
| 2026-05-15 | 13F | CapitalatWork S.A. | 1 | |||||||
| 2026-04-29 | 13F | Bluefin Capital Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 1,500 | 0.00 | 72 | 4.41 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 170 | 0.00 | 8 | 14.29 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 51 | 537.50 | 0 | |||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 30,922 | -14.52 | 1,476 | -10.93 | ||||
| 2026-05-11 | 13F | Chilton Capital Management Llc | 12,000 | 0.00 | 573 | 4.19 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 4,192,955 | -13.57 | 200,088 | -9.95 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 503,392 | -19.58 | 24,022 | -16.21 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 25,985 | 0.00 | 1,240 | 4.20 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3,186 | 0.00 | 152 | 4.83 | ||||
| 2026-04-20 | 13F | Contravisory Investment Management, Inc. | 1,556 | 74 | ||||||
| 2026-04-21 | 13F | Financial Planning Navigators CORP | 100,768 | -6.34 | 4,809 | -2.42 | ||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 544,328 | 25,975 | ||||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 15,000 | 0.00 | 716 | 4.08 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2,400 | 60.00 | 110 | 98.18 | ||||
| 2026-05-12 | 13F | Chapman Financial Group, Llc | 4,266 | 52.36 | 204 | 58.59 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 659 | 26 | ||||||
| 2026-02-05 | 13F | Trevian Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Managed Asset Portfolios, Llc | 961,480 | -13.54 | 45,882 | -9.92 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 270,326 | 57.37 | 12,900 | 63.96 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 60,975 | -84.78 | 2,910 | -84.14 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 14,282 | 29.84 | 682 | 35.39 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 2,917 | 139 | ||||||
| 2026-05-14 | 13F | Clg Llc | 11,495 | -14.18 | 549 | -10.60 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 39,386 | 1,880 | ||||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1,000 | 0.00 | 48 | 4.44 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 344 | 16 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 253,922 | 0.00 | 12,117 | 4.20 | ||||
| 2026-04-20 | 13F | Davidson Trust Co | 5,461 | 0.00 | 261 | 4.00 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 9,029 | 0.00 | 431 | 4.12 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 128,030 | -0.78 | 6,110 | 3.38 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 133,884 | -0.00 | 6,389 | 4.17 | ||||
| 2026-04-30 | 13F | Carmel Capital Partners, LLC | 10,606 | 0.00 | 506 | 4.33 | ||||
| 2026-04-09 | 13F | Camelot Technology Advisors, Inc. | 77,237 | 124.01 | 3,686 | 133.38 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 345,373 | -24.42 | 16,481 | -21.25 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 100 | 0.00 | 5 | 0.00 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 6,112 | 16.55 | 292 | 21.25 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 697,426 | 9,108.16 | 33,281 | 9,518.79 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 119,227 | 5,690 | ||||||
| 2026-05-15 | 13F | DV Trading LLC | 5,500 | 262 | ||||||
| 2026-04-09 | 13F | Pacifica Partners Inc. | 3,000 | 0.00 | 143 | 2.90 | ||||
| 2026-05-18 | 13F | Graney & King, LLC | 12,073 | 0.00 | 576 | 4.35 | ||||
| 2026-05-11 | 13F | Commerce Bank | 22,435 | 14.12 | 1,071 | 18.89 | ||||
| 2026-05-13 | 13F | Northern Capital Management, Inc. | 8,380 | 0.00 | 400 | 4.18 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 630,204 | -6.95 | 30,073 | -3.05 | ||||
| 2026-05-14 | 13F | Wilmar Advisors LLC | 40,000 | -20.00 | 1,909 | -16.68 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 4,750 | 0.00 | 227 | 4.15 | ||||
| 2026-02-05 | 13F | Stephens Inc /ar/ | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Rockport Wealth LLC | 25,469 | -14.54 | 1,215 | -10.92 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 31,546 | 15.00 | 1,505 | 19.82 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 129,069 | -0.79 | 6,159 | 3.37 | ||||
| 2026-04-21 | 13F | Sbe Llc Dba Cedar Cove Wealth Partners | 0 | -100.00 | 0 | |||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 4,931 | 0.00 | 226 | 0.00 | ||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | 95,000 | 4,533 | ||||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 5,200 | 0.00 | 248 | 4.20 | ||||
| 2026-05-15 | 13F | Independent Family Office, LLC | 15,140 | 0.00 | 722 | 4.18 | ||||
| 2026-05-07 | 13F | Richard C. Young & CO., LTD. | 10,635 | 0.00 | 507 | 4.11 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 5,535 | -4.32 | 264 | 0.00 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 8,073 | 0.00 | 385 | 4.34 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Stenahm Asset Managment Ltd | 15,000 | -40.00 | 716 | -37.55 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 86,438 | 0.00 | 4,125 | 1.08 | ||||
| 2026-04-07 | 13F | Mb, Levis & Associates, Llc | 13,667 | 0.00 | 652 | 4.32 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 29,133 | 15.27 | 1,390 | 20.14 | ||||
| 2026-04-13 | 13F | Trust Co | 1,401 | 0.00 | 67 | 3.13 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 1,879 | 17.66 | 86 | 48.28 | ||||
| 2026-05-13 | 13F | Heritage Wealth Advisors | 3,000 | 0.00 | 143 | 4.38 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 5,353 | -59.21 | 255 | -57.57 | ||||
| 2026-01-29 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Sandy Cove Advisors, LLC | 16,600 | 0.00 | 792 | 4.21 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 29,356 | 0.00 | 1,401 | 4.17 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 6,135 | -4.59 | 293 | -0.68 | ||||
| 2026-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 78,466 | -36.04 | 3,744 | -33.36 | ||||
| 2026-04-29 | 13F | IAG Wealth Partners, LLC | 1,000 | 0.00 | 48 | 4.44 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 7,675 | 0.00 | 0 | -100.00 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 35,696 | 164.41 | 1,703 | 175.57 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 6,790 | 3.36 | 324 | 8.00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 6,221 | -8.04 | 297 | -4.21 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 6,075 | 0.00 | 290 | 3.96 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4,054,540 | -27.95 | 193,483 | -24.92 | ||||
| 2026-05-05 | 13F | Delta Financial Advisors Llc | 5,400 | -10.00 | 258 | -6.20 | ||||
| 2026-04-21 | 13F | Old Second National Bank Of Aurora | 1,400 | 0.00 | 67 | 3.13 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 31,516 | -41.27 | 1,504 | -38.88 | ||||
| 2026-05-05 | 13F | New Harbor Financial Group, LLC | 329,714 | -4.63 | 15,734 | -0.63 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 23,266 | 153.66 | 1,110 | 164.29 | ||||
| 2026-04-17 | 13F | Cidel Asset Management Inc | 4,822 | 0.00 | 241 | 6.17 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 3,390 | 0.00 | 162 | 3.87 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 74,403 | 9.71 | 3,551 | 14.29 | ||||
| 2026-05-11 | 13F | Schiavi & Co LLC | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | BlackRock, Inc. | 622 | 568.82 | 30 | 625.00 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 25,100 | 0.00 | 1,198 | 4.18 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 4,260 | 203 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 6,123 | 0.00 | 292 | 4.29 | ||||
| 2026-04-23 | 13F | Simmons Bank | 8,516 | -11.56 | 406 | -7.94 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 7,432 | 0.00 | 355 | 4.12 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 254,069 | 101.14 | 12,124 | 109.58 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 7,125 | -18.10 | 340 | -14.57 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 573,842 | -8.38 | 27,384 | -26.04 | ||||
| 2026-05-12 | 13F/A | Ogorek Anthony Joseph /ny/ /adv | 5,127 | -33.11 | 0 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 1,785 | 0.00 | 85 | 4.94 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 33,731 | -25.29 | 1,610 | -22.16 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 314,803 | 5.70 | 14,418 | 144,070.00 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 4,921 | 0.00 | 235 | 4.00 | ||||
| 2026-04-28 | 13F | Clay Northam Wealth Management, LLC | 6,721 | 321 | ||||||
| 2026-05-15 | 13F | Millennium Management Llc | 6,400 | 305 | ||||||
| 2026-05-07 | 13F | Bard Associates Inc | 1,500 | 0.00 | 72 | 4.41 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 7,515 | 39.17 | 359 | 44.94 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 23,280 | -12.83 | 1,111 | -9.24 | ||||
| 2026-05-07 | 13F | Fedenia Advisers LLC | 61,707 | -0.91 | 2,945 | 3.23 | ||||
| 2026-05-08 | 13F | Suncoast Equity Management | 4,440 | 212 | ||||||
| 2026-05-11 | 13F | WealthTrust Axiom LLC | 22,773 | 0.00 | 1,087 | 4.12 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 5,979 | 0.00 | 285 | 4.40 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 650 | 0.00 | 31 | 6.90 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 6,152 | -2.01 | 296 | 3.14 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | M&t Bank Corp | 9,886 | -12.40 | 472 | -8.72 | ||||
| 2026-05-07 | 13F | Hemenway Trust Co LLC | 5,160 | -27.93 | 246 | -24.77 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 53,858 | -12.46 | 2,570 | -8.77 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 26,965 | 855 | ||||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 10,358 | -36.68 | 494 | -34.05 | ||||
| 2026-05-13 | 13F | Philadelphia Trust Co | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 13 | 1 | ||||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 23,784 | 9.05 | 1,135 | 13.63 | ||||
| 2026-04-30 | 13F | Arbor Capital Management Inc /adv | 8,750 | 0.00 | 435 | 2.59 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 1,400 | 0.00 | 67 | 3.13 | ||||
| 2026-04-07 | 13F | Bulwark Capital Corp | 3,987 | -2.76 | 190 | 1.60 | ||||
| 2026-05-12 | 13F | Jupiter Asset Management Ltd | 3,548,060 | -1.56 | 168,817 | 2.42 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 11,555 | 551 | ||||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 14,306 | 0.00 | 683 | 4.12 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 1,000 | 0.00 | 48 | 4.44 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management Services Ltd | 198,011 | 2.34 | 9,449 | 6.64 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,092 | -31.20 | 291 | -28.40 | ||||
| 2026-04-21 | 13F | Pacific Sage Partners, LLC | 195,907 | -18.23 | 9,349 | -14.81 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 197,649 | -15.78 | 9,432 | -12.25 | ||||
| 2026-05-04 | 13F | WJ Financial Advisors LLC | 7,800 | 0.00 | 372 | 4.20 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 4,180 | 15.98 | 199 | 20.61 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 6,000 | 0.00 | 286 | 4.38 | ||||
| 2026-05-12 | 13F | Resurgent Financial Advisors LLC | 7,080 | -1.67 | 338 | 2.43 | ||||
| 2026-05-11 | 13F | Chase Investment Counsel Corp | 99,476 | 0.00 | 5 | 0.00 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 359,938 | -18.23 | 17,176 | -14.80 | ||||
| 2026-04-23 | 13F | waypoint wealth counsel | 15,000 | -11.76 | 716 | -8.10 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 200 | 10 | ||||||
| 2026-05-05 | 13F | Total Wealth Planning & Management, Inc. | 15,113 | -6.78 | 721 | -2.83 | ||||
| 2026-05-12 | 13F | Oppenheimer & Close, LLC | 24,255 | -3.60 | 1,157 | 0.43 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | |||||||
| 2026-05-12 | 13F | Creative Planning | 53,118 | 10.62 | 2,535 | 15.23 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 15,335 | -21.88 | 732 | -18.69 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 110,416 | 10.23 | 5,269 | 14.87 | ||||
| 2026-05-14 | 13F | Ardent Capital Management, Inc. | 6,505 | 0.00 | 310 | 4.38 | ||||
| 2026-05-05 | 13F | Woodmont Investment Counsel Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Hara Capital LLC | 2,463 | -23.93 | 118 | -20.95 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 3,315,950 | -11.15 | 158,238 | -7.43 | ||||
| 2026-05-13 | 13F | Quilter Plc | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 8,030 | 0.00 | 383 | 4.36 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 1,088,961 | -14.88 | 51,965 | -11.31 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 13,178 | 2.68 | 629 | |||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 8,150 | -15.54 | 389 | -12.02 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 710 | 0.00 | 34 | 3.13 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 22,300 | 0.00 | 1,064 | 4.21 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 160,550 | 7,661 | ||||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Inlight Wealth Management, LLC | 7,156 | -98.21 | 341 | -98.13 | ||||
| 2026-05-08 | 13F | Fore Capital, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Stifel Financial Corp | 208,227 | 5.14 | 9,937 | 9.55 | ||||
| 2026-05-07 | 13F | TrustWell Financial Advisors, LLC | 182,952 | -19.92 | 8,730 | -16.56 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 939,055 | -12.76 | 44,812 | -9.11 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 347,316 | -44.86 | 16,572 | -42.56 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 178,861 | -1.33 | 8,535 | 2.82 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 42,760 | -9.31 | 2,041 | -5.51 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 18,122 | 55.07 | 865 | 61.50 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 8,539 | 0.77 | 407 | 4.90 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 15,300 | 48.54 | 730 | 54.99 | ||||
| 2026-05-12 | 13F | Thomas J. Herzfeld Advisors, Inc. | 8,000 | 382 | ||||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 200 | 0.00 | 10 | 0.00 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 7,692 | 16.25 | 367 | 17.63 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 341 | -33.14 | 16 | -30.43 | ||||
| 2026-05-15 | 13F | Knightsbridge Asset Management, Llc | 8,645 | 0.00 | 413 | 4.30 | ||||
| 2026-05-13 | 13F | Aegis Financial Corp | 7,474 | 0.00 | 357 | 4.09 | ||||
| 2026-04-09 | 13F | Veracity Capital LLC | 11,798 | -21.65 | 563 | -18.29 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 4,833 | -13.43 | 234 | -8.63 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 44,378 | 34.24 | 2,033 | 67.66 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 4,855 | 0.00 | 232 | 4.05 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 293 | 144.17 | 14 | 160.00 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 350 | 0.00 | 17 | 0.00 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 16,726 | 0.00 | 798 | 4.18 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 4,758 | -0.17 | 227 | 4.13 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 16,752 | -11.73 | 799 | -8.06 | ||||
| 2026-04-06 | 13F | Washington Trust Advisors, Inc. | 2,600 | -7.14 | 124 | -3.12 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 32,496 | -2.21 | 1,551 | 1.91 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 6,000 | 0.00 | 286 | 4.38 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 28,116 | -66.56 | 1,342 | -65.17 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 5,986 | -2.29 | 286 | 1.79 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 0 | -100.00 | 0 | |||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 17,331 | 5.17 | 1 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 113,728 | 930.14 | 5,209 | 1,179.61 | ||||
| 2026-04-17 | 13F | Andina Capital Management, LLC | 19,509 | -48.39 | 931 | -46.27 | ||||
| 2026-05-14 | 13F | Marathon Capital Management | 120,375 | -3.78 | 5,744 | 0.26 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 843 | 0.00 | 40 | 5.26 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 5,000 | 0.00 | 239 | 3.93 | ||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 5,117 | 4.07 | 244 | 8.44 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 111,833 | -11.48 | 5,337 | -7.76 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 20,612 | -32.95 | 984 | -28.92 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 10,851 | -47.42 | 518 | -45.29 | ||||
| 2026-05-13 | 13F | Boston Family Office Llc | 12,056 | 0.00 | 1 | |||||
| 2026-05-07 | 13F | Dakota Wealth Management | 22,702 | -24.96 | 1,083 | -21.81 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 6,729 | -33.93 | 321 | -24.47 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 4,903 | 225 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 95,026 | 842.72 | 4,535 | 883.51 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Cable Car Capital LLC | 200,000 | 9,544 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 92,367 | 1.63 | 4,408 | 5.89 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 9,450 | 0.00 | 451 | 4.17 | ||||
| 2026-04-03 | 13F | Coastline Trust Co | 85,413 | 383.98 | 4,076 | 404.33 | ||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 20,280 | -1.22 | 968 | 2.87 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 5,978 | 0.00 | 285 | -3.72 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 17,388 | 42.64 | 830 | 48.57 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 5,500 | -37.50 | 263 | -34.99 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 3,932 | 188 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 4,275 | 204 | ||||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 4,445 | 212 | ||||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 14,636 | -95.85 | 698 | -95.68 | ||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 10,843 | 6.94 | 517 | 11.42 | ||||
| 2026-05-11 | 13F | Lummis Asset Management, LP | 150 | 0.00 | 7 | 16.67 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 7,125 | 340 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 909,025 | -2.71 | 43,379 | 1.37 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 6,905 | 0.00 | 330 | 4.11 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 6,127 | -18.60 | 292 | -15.12 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 12,600 | 21.15 | 601 | 26.26 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 17,621 | 0.35 | 852 | -11.89 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 58,895 | 2,810 | ||||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 90 | 4 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 198,205 | -24.58 | 9,326 | -28.28 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 339,510 | 16,201 | ||||||
| 2026-02-11 | 13F | Strategic Advocates LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Cadence Wealth Management LLC | 214,094 | -8.71 | 10,217 | -4.88 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 67,556 | 0.00 | 3,224 | 4.17 | ||||
| 2026-04-21 | 13F | North Forty Two & Co. | 13,100 | 0.00 | 625 | 4.34 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 118,243 | 7.76 | 5,643 | 12.28 | ||||
| 2026-04-30 | 13F | Paladin Advisory Group, LLC | 93 | 0.00 | 4 | 0.00 | ||||
| 2026-05-15 | 13F | Optiver Holding B.V. | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 1,439 | 93.67 | 70 | 81.58 | ||||
| 2026-05-01 | 13F | Ruedi Wealth Management, Inc. | 7,009 | 0.00 | 334 | 4.05 | ||||
| 2026-05-14 | 13F | Gem Investment Advisors, LLC | 187,561 | -20.22 | 8,950 | -16.88 | ||||
| 2026-05-14 | 13F | St. James Investment Company, LLC | 42,891 | -43.14 | 2,047 | -40.76 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 564,984 | -3.72 | 26,961 | 0.32 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 4,864,374 | -34.19 | 232,128 | -31.43 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 59,085 | -4.59 | 2,820 | -0.60 | ||||
| 2026-04-28 | 13F | Philip James Wealth Mangement, LLC | 9,275 | -59.74 | 443 | -58.10 | ||||
| 2026-05-15 | 13F | Readystate Asset Management Lp | 54,898 | 2,620 | ||||||
| 2026-02-17 | 13F | Guardian Partners Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 22,305 | 0.00 | 1,064 | 4.21 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 13,145 | -0.08 | 627 | 4.15 | ||||
| 2026-05-11 | 13F | Montis Financial, LLC | 27,430 | -2.31 | 1,309 | 1.71 | ||||
| 2026-05-13 | 13F | Tiemann Investment Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 125,834 | -0.30 | 6,005 | 3.88 | ||||
| 2026-05-15 | 13F | Cardiff Park Advisors, Llc | 32,980 | 0.00 | 1,574 | 4.17 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 88,794 | 0.00 | 4,237 | 4.21 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management LLP | 797,590 | -1.72 | 38,061 | 2.40 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 18,318 | 874 | ||||||
| 2026-01-23 | 13F | Lincoln Capital Corp | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Cannon Advisors, Inc. | 5,901 | -2.16 | 282 | -11.91 | ||||
| 2026-04-17 | 13F | BCS Wealth Management | 7,372 | -50.81 | 352 | -48.83 | ||||
| 2026-04-28 | 13F | Peak Financial Management, Inc. | 75,019 | -2.20 | 3,580 | 1.88 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 67,158 | 0.00 | 3,239 | 0.50 | ||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 22,623 | 47.31 | 1,080 | 53.49 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 900 | 0.00 | 43 | 2.44 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 3,464,915 | 165,346 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 213,694 | 1.59 | 10,197 | 5.85 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 294,730 | 6.49 | 11,848 | -6.19 | ||||
| 2026-05-06 | 13F | Euro Pacific Asset Management, LLC | 274,028 | -3.96 | 8 | 0.00 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 356,183 | 0.00 | 16,997 | 4.19 | ||||
| 2026-05-04 | 13F | Titiun Yejiel | 50,000 | 0.00 | 2,386 | 4.19 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Camden National Bank | 9,167 | -15.25 | 437 | -11.72 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 37,551 | -10.87 | 1,792 | -7.15 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 9,600 | 0.00 | 458 | 4.33 | ||||
| 2026-04-28 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 14,125 | 0.00 | 674 | 4.33 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 21,914 | 9.87 | 1,046 | 14.46 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 55,570 | -16.27 | 2,547 | -16.22 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 29,767 | 1.67 | 1,421 | 5.97 | ||||
| 2026-05-13 | 13F | Marex Group plc | 11,400 | 544 | ||||||
| 2026-05-15 | 13F | Fort Vancouver Investment Management, LLC | 5 | 0 | ||||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 8,697 | 0.00 | 415 | 4.27 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 1,525 | -52.46 | 73 | -50.68 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 71,078 | 156.71 | 3,392 | 167.43 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 65,766 | -22.92 | 3,138 | -19.68 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 2,671 | 0.00 | 127 | 4.10 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 9,425 | 450 | ||||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 7,430 | 0.00 | 355 | 4.12 | ||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 34,517 | 0.40 | 1,647 | 4.64 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 4,737 | -7.12 | 217 | 15.51 | ||||
| 2026-05-07 | 13F | Grandview Asset Management LLC | 4,800 | 0.00 | 229 | 4.57 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 10,905 | 520 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 4,700 | 224 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 54,242 | 87.94 | 2,588 | 95.91 | ||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 18,117 | -12.76 | 865 | -9.15 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 255 | 0.00 | 12 | 9.09 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 11,550 | 5.24 | 551 | 9.76 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 3,100 | 0.00 | 148 | 4.26 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 9,100 | 0.00 | 434 | 4.33 | ||||
| 2026-04-10 | 13F | Daytona Street Capital LLC | 13,666 | 0.00 | 664 | 6.24 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 5,886 | 0 | ||||||
| 2026-05-15 | 13F | Intrepid Capital Management Inc | 203,948 | -7.33 | 9,732 | -3.44 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 5,823 | 0.00 | 278 | 4.14 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 2,400 | -2.72 | 115 | 1.79 | ||||
| 2026-05-15 | 13F/A | Spears Abacus Advisors LLC | 483,025 | 0.00 | 23,050 | 4.19 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 9,262 | 0.00 | 442 | 4.01 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 509,333 | -2.33 | 23,022 | -3.61 | ||||
| 2026-04-08 | 13F | Sapient Capital Llc | 237,789 | 0.00 | 11,347 | 1.25 | ||||
| 2026-05-11 | 13F | Accent Capital Management, LLC | 4,300 | 211 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 94,841 | 127.15 | 4,526 | 136.66 | ||||
| 2026-04-29 | 13F | Demars Financial Group, LLC | 81,443 | 3.53 | 3,886 | 7.88 | ||||
| 2026-04-23 | 13F | Manchester Financial Inc | 9,163 | 4.83 | 437 | 9.25 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 94,822 | -40.70 | 4,525 | -38.22 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 450,465 | -3.53 | 21 | 0.00 | ||||
| 2026-05-12 | 13F | CIBC Asset Management Inc | 30,000 | 0.00 | 1,427 | 3.86 | ||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 850 | 6.25 | 41 | 11.11 | ||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 5,424 | 0.00 | 271 | 2.26 | ||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 5,250 | 0.00 | 251 | 4.17 | ||||
| 2026-04-27 | 13F | 4wealth Advisors, Inc. | 17,549 | 2.93 | 793 | 1.67 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 35,807 | -4.05 | 1,709 | -0.06 | ||||
| 2026-05-05 | 13F | Paradigm Capital Management, LLC/NV | 8,145 | 0.00 | 0 | |||||
| 2026-05-07 | 13F | Bahl & Gaynor Inc | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 12,876 | 7.60 | 614 | 12.04 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 481 | 23 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 166,301 | -27.47 | 7,936 | -24.44 | ||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 56,893 | 2,715 | ||||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 361,634 | -5.28 | 17,257 | -1.30 | ||||
| 2026-05-12 | 13F | IPG Investment Advisors LLC | 71,156 | -1.33 | 3,396 | 2.82 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 273,113 | 5.43 | 13,033 | 9.84 | ||||
| 2026-05-11 | 13F | Waddell & Associates, Llc | 34,897 | -0.71 | 1,665 | 3.48 | ||||
| 2026-05-15 | 13F | Sonoma Private Wealth LLC | 59,305 | -1.89 | 2,830 | 2.24 | ||||
| 2026-05-05 | 13F | Mraz, Amerine & Associates, Inc. | 12,291 | 0.00 | 587 | 4.27 | ||||
| 2026-05-08 | 13F | Sprott Inc. | 648,693 | -7.32 | 30,956 | -3.43 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 39,366 | -0.70 | 1,879 | 3.47 | ||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 60,509 | 2,887 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 141,335 | 15.93 | 6,745 | 20.80 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 18,488 | 2.68 | 882 | 7.04 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 10,000 | 0.00 | 477 | 4.15 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 10,078 | -42.68 | 481 | -40.37 | ||||
| 2026-04-08 | 13F | Hardin Capital Partners, LLC | 20,044 | 0.28 | 956 | 4.48 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 31,759 | 15.22 | 1,516 | 20.05 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 8,818 | 0.00 | 421 | 4.22 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 22,656 | 34.04 | 1,081 | 39.66 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 5,000 | 239 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 269,898 | -0.83 | 12,880 | 3.33 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Sentinus, LLC | 90,772 | -1.97 | 4,332 | 2.12 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 2,770 | 0.00 | 132 | 4.76 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 25,000 | 0.00 | 1,191 | 4.02 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4,223 | 102.44 | 204 | 114.74 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 8,650 | -17.71 | 413 | -14.35 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 33,524 | -47.80 | 1,600 | -32.13 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 69,012 | 3,293 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 42,200 | -6.81 | 2,014 | -2.94 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 384,376 | 851.38 | 18,342 | 891.46 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 338,497 | -43.44 | 16 | -40.74 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 35,767 | 0.00 | 1,707 | 4.15 | ||||
| 2026-04-13 | 13F | Gibraltar Capital Management, Inc. | 6,625 | 0.00 | 316 | 4.29 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 92,701 | 4,424 | ||||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 5,711 | 0.00 | 273 | 4.21 | ||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 9,478 | -15.96 | 452 | -12.40 | ||||
| 2026-04-20 | 13F | ABLE Financial Group, LLC | 4,506 | 215 | ||||||
| 2026-05-12 | 13F | Blue Line Capital, LLC / IL | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 4,300 | 211 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 173,748 | -27.88 | 8,291 | -24.86 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 5,027 | 240 | ||||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 6,595 | 28.43 | 315 | 33.62 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 29,576 | 0.00 | 1,411 | 4.21 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 1,166 | -16.18 | 56 | -12.70 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 7,245 | 0.00 | 346 | 4.23 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 900 | -4.26 | 41 | 20.59 | ||||
| 2026-05-06 | 13F | Sound View Wealth Advisors Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | MTM Investment Management, LLC | 5,000 | 0.00 | 239 | 3.93 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 13,757 | 1.07 | 656 | 5.30 | ||||
| 2026-05-08 | 13F | Indie Asset Partners, LLC | 10,068 | -4.73 | 480 | -0.83 | ||||
| 2026-04-24 | 13F | CHICAGO TRUST Co NA | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Robinson Value Management, Ltd. | 5,982 | -25.06 | 285 | -21.92 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 40,222 | -9.24 | 1,919 | -5.42 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 649 | 34.93 | 31 | 36.36 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 8,569 | 15.02 | 409 | 19.65 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 11,450 | 0.00 | 546 | 4.20 | ||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 6,206 | 0.00 | 296 | 4.23 | ||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | 12,822 | 30.48 | 612 | 35.78 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1,181,850 | 50.98 | 56,398 | 57.31 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 28,728 | 0.70 | 1,371 | 4.90 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 6,869 | 0.00 | 328 | 4.14 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 52,474 | -7.54 | 2,504 | -3.66 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Logan Stone Capital, LLC | 125,705 | 5,999 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 5,913 | -3.22 | 282 | 1.08 | ||||
| 2026-05-18 | 13F | Bull Harbor Capital LLC | 31,958 | 1,525 | ||||||
| 2026-05-07 | 13F | Green Square Capital Advisors Llc | 105,482 | -5.06 | 5,034 | -1.08 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 16,758 | 9.83 | 800 | 14.47 | ||||
| 2026-05-15 | 13F | 3EDGE Asset Management, LP | 287,664 | -48.29 | 13,002 | -50.50 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 5,975 | 0.00 | 285 | 4.40 | ||||
| 2026-05-12 | 13F | Harfst & Associates, Inc. | 44,073 | 2,103 | ||||||
| 2026-05-15 | 13F | Weiss Asset Management LP | 1,739,500 | 83,009 | ||||||
| 2026-05-15 | 13F | Stansberry Asset Management, Llc | 10,370 | -4.63 | 495 | -0.80 | ||||
| 2026-05-07 | 13F | Alchemi Wealth, LLC | 25,291 | -11.28 | 1,207 | -7.59 | ||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 875 | -2.78 | 42 | 0.00 | ||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 15,472 | -4.80 | 738 | -0.81 | ||||
| 2026-05-05 | 13F | Marks Group Wealth Management, Inc | 20,076 | -4.69 | 958 | -0.62 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 55,516 | 117.25 | 2,649 | 126.41 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 8,474 | 0.00 | 404 | 4.12 | ||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 7,349 | 0.00 | 351 | 4.17 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 16,400 | 0.00 | 783 | 4.13 | ||||
| 2026-05-05 | 13F | Advantage Trust Co | 1,400 | 0.00 | 67 | 3.13 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 5,066 | -44.80 | 242 | -42.62 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 28,969 | 3.17 | 1,382 | 7.55 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 323,916 | -20.97 | 12,903 | -30.11 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 60,584 | 28.89 | 2,891 | 34.34 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 44,463 | -27.61 | 2,122 | -24.57 | ||||
| 2026-05-06 | 13F | DecisionPoint Financial, LLC | 68 | 0.00 | 3 | 0.00 | ||||
| 2026-04-16 | 13F | Beese Fulmer Investment Management, Inc. | 10,721 | -16.70 | 512 | -13.24 | ||||
| 2026-04-21 | 13F | Financial Consulate, Inc | 0 | -100.00 | 0 | |||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 65 | 0.00 | 3 | 50.00 | ||||
| 2026-01-28 | 13F | Teacher Retirement System Of Texas | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Hunter Perkins Capital Management, LLC | 39,752 | -25.68 | 2 | -50.00 | ||||
| 2026-02-13 | 13F | Atlas Capital Advisors Llc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Barrett & Company, Inc. | 104 | 0.00 | 5 | 0.00 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 6,093 | -13.35 | 291 | -9.94 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 68 | 3 | ||||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 328 | 0.00 | 16 | 0.00 | ||||
| 2026-04-28 | 13F | DDD Partners, LLC | 6,285 | -1.78 | 300 | 2.05 | ||||
| 2026-04-06 | 13F | Old Port Advisors | 12,761 | -24.50 | 609 | -21.45 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 55,961 | 77.43 | 2,563 | 325.04 | ||||
| 2026-04-28 | 13F | Core Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Perritt Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2026-05-06 | 13F | Bessemer Group Inc | 760 | 0.00 | 0 | |||||
| 2026-05-11 | 13F | Seeds Investor Llc | 56,047 | 2,798 | ||||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Summit Global Investments | 25,147 | -2.51 | 1 | 0.00 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 60,652 | -10.34 | 2,894 | -6.58 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 166,987 | -62.71 | 7,969 | -61.14 | ||||
| 2026-04-14 | 13F | Northwest Wealth Management, Llc | 10,701 | 0.00 | 511 | 4.08 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 45,378 | -0.01 | 2,165 | 4.19 | ||||
| 2026-04-27 | 13F | S.A. Mason LLC | 7,268 | 2.83 | 347 | 7.12 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 6,600 | 0.00 | 315 | 3.97 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 5,972 | 0.00 | 274 | 24.66 | ||||
| 2026-05-04 | 13F | Roberts Glore & Co Inc /il/ | 125,828 | -5.35 | 6,005 | -1.38 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 10,291 | -5.54 | 491 | -1.41 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 3,144 | 150 | ||||||
| 2026-05-01 | 13F | Midwest Trust Co | 10,085 | -13.69 | 481 | -10.09 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | PFG Investments, LLC | 320,817 | -2.86 | 15,309 | 1.21 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 57,687 | -1.86 | 2,753 | 2.23 | ||||
| 2026-04-21 | 13F | Ketron Financial | 13,007 | -2.98 | 621 | 0.98 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 3,000 | 20.00 | 143 | 25.44 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 15,297 | 730 | ||||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 1,600 | 76 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 50,610 | -7.61 | 2,415 | -3.71 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 6,660 | 0.00 | 305 | 25.00 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 105,605 | 67.04 | 5,105 | 76.30 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Chicago Capital, LLC | 155,365 | 0.00 | 7,414 | 4.20 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 200 | -20.00 | 10 | -18.18 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 336,060 | -15.79 | 16,037 | -12.26 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 26,770 | -2.59 | 1,277 | 1.51 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 161,709 | -0.30 | 7,717 | 3.88 | ||||
| 2026-05-12 | 13F | Benson Wealth Management INC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2026-04-10 | 13F | YHB Investment Advisors, Inc. | 11,105 | 0.00 | 530 | 4.13 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 4,755 | -14.14 | 227 | -10.67 | ||||
| 2026-04-09 | 13F | Wealth Quarterback LLC | 5,482 | 0.00 | 262 | 3.98 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 2,851 | 136 | ||||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 700 | 0.00 | 33 | 3.13 | ||||
| 2026-05-13 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 4,512 | -71.02 | 215 | -69.85 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100.00 | 0 | |||||
| 2026-04-23 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 18,624 | -93.31 | 1 | -100.00 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 171,260 | 1.33 | 8,194 | 6.31 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 40,725 | 4.13 | 1,943 | 8.49 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 60,269 | -0.48 | 2,876 | 3.71 | ||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 9,594 | -26.07 | 458 | -23.06 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 52,845 | -1.86 | 2,522 | 2.23 | ||||
| 2026-04-28 | 13F | BLB&B Advisors, LLC | 20,000 | 0.00 | 954 | 4.15 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 4,839 | -14.19 | 231 | -10.85 | ||||
| 2026-04-15 | 13F | RCW Management, LLC | 8,837 | -8.61 | 422 | -4.75 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 338,427 | -8.93 | 16,150 | -5.11 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 95,794 | -7.62 | 4,571 | -3.75 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-14 | 13F | Covenant Asset Management, LLC | 9,164 | 0.20 | 437 | 4.55 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 9,107 | -28.43 | 435 | -25.43 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 10,529 | 2.04 | 502 | 6.36 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 26,985 | 3.74 | 1,288 | 8.06 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 225 | 0.00 | 10 | 25.00 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 2,491 | 0.00 | 119 | 3.51 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 147,578 | -8.34 | 7,042 | -4.50 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Css Llc/il | 6,470 | 309 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 213,735 | 4.55 | 9,680 | 3.40 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 11,465 | 547 | ||||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 49,234 | -4.74 | 2,255 | 18.88 | ||||
| 2026-05-13 | 13F | PYA Waltman Capital, LLC | 191,270 | -46.77 | 9,127 | -44.54 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 2,283 | 0.00 | 0 | |||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 2,300 | 108 | ||||||
| 2026-04-15 | 13F | Perkins Coie Trust Co | 6,000 | 0.00 | 286 | 4.38 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 242 | 0.00 | 12 | 0.00 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 31,775 | -1.11 | 1,516 | 3.06 | ||||
| 2026-04-02 | 13F | Fulcrum Equity Management | 5,018 | 239 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 7,365 | -7.16 | 351 | -3.31 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 106,561 | -1.15 | 5,085 | 3.00 | ||||
| 2026-05-14 | 13F | MRP Capital Investments, LLC | 1,650 | -88.44 | 79 | -88.06 |
