Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Sprott Physical Silver Trust meliputi PenderFund Capital Management Ltd., Winnow Wealth Llc, Glenmede Investment Management, LP, Menlo Advisors Llc, Proactive Wealth Strategies LLC, Wakefield Asset Management LLLP, Sumitomo Mitsui Trust Holdings, Inc., V. M. Manning & Co., Inc., Andina Capital Management, LLC, Matauro, Llc, Adviser Investments LLC, TKG Advisors, LLC, Sharp Financial Services, LLC, Schulhoff & Co Inc, LifeWealth Investments, LLC, Stansberry Asset Management, Llc, Moloney Securities Asset Management, LLC, Gateway Wealth Partners, LLC, Atlantic Union Bankshares Corp, dan Redwood Park Advisors LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-15 | 13F | Kestra Advisory Services, LLC | 1,207,084 | 43.23 | 14,775 | 51.13 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 18,324 | 159.91 | 224 | 176.54 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 80,742 | 7.27 | 988 | 13.17 | ||||
2025-08-06 | 13F | TKG Advisors, LLC | 12,221 | 150 | ||||||
2025-08-14 | 13F | TT Capital Management LLC | 687,475 | 4,785.41 | 7,640 | 4,586.50 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 749,758 | 1.14 | 9,402 | 9.34 | ||||
2025-08-07 | 13F | HC Advisors, LLC | 193,472 | 57.81 | 2,368 | 66.53 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 90,017 | 0.63 | 1,102 | 6.17 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7,565 | 1,190.96 | 93 | 1,433.33 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 186,807 | 1.43 | 2,287 | 7.02 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 465,112 | 4.69 | 5,693 | 10.46 | ||||
2025-08-14 | 13F | Stansberry Asset Management, Llc | 11,421 | 140 | ||||||
2025-08-13 | 13F | StoneX Group Inc. | 58,324 | 122.19 | 714 | 134.54 | ||||
2025-08-12 | 13F | Entruity Wealth, LLC | 457,194 | 2.95 | 5,596 | 8.64 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 17 | 0 | ||||||
2025-08-15 | 13F | Morgan Stanley | 3,730,578 | 3.67 | 45,662 | 9.39 | ||||
2025-07-17 | 13F | Chicago Capital, LLC | 24,000 | 50.00 | 294 | 58.38 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 3,400 | 161.54 | 42 | 180.00 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 98,916 | 3.43 | 1,211 | 9.11 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 124,172 | 3.03 | 1,520 | 8.66 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 42,953 | 526 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 46,238 | 57.10 | 566 | 65.69 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 108,217 | 2.05 | 1,325 | 7.64 | ||||
2025-07-28 | 13F | Nadler Financial Group, Inc. | 73,066 | 5.53 | 894 | 11.33 | ||||
2025-09-04 | 13F | V. M. Manning & Co., Inc. | 30,871 | 417 | ||||||
2025-08-06 | 13F | Founders Financial Securities Llc | 20,791 | 4.30 | 254 | 14.41 | ||||
2025-07-16 | 13F | Castleview Partners, Llc | 35,193 | 18.66 | 431 | 25.00 | ||||
2025-07-29 | 13F | Private Trust Co Na | 596 | 7 | ||||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 29,856 | 0.84 | 365 | 6.41 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 34,599 | 1.31 | 423 | 6.82 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 102,799 | 20.51 | 1,258 | 27.20 | ||||
2025-05-16 | 13F | Jones Financial Companies Lllp | 76,396 | 9,449.50 | 5,839 | 83,300.00 | ||||
2025-08-05 | 13F | Huntington National Bank | 0 | -100.00 | ||||||
2025-07-18 | 13F | Trust Co Of Vermont | 4,583 | 56 | ||||||
2025-08-13 | 13F | Cerity Partners LLC | 102,908 | 5.19 | 1,260 | 11.02 | ||||
2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 24,300 | 3.85 | 297 | 9.59 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 280,504 | 0.71 | 3,433 | 6.28 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 530,399 | 6,492 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 11,423 | 140 | ||||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 134,232 | 12.94 | 1,664 | 20.75 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 109,264 | 76.33 | 1,337 | 102.58 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 12,500 | 153 | ||||||
2025-08-14 | 13F | CIBC World Markets Inc. | 788,067 | 46.52 | 9,646 | 54.59 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 13,117 | 2,213.40 | 161 | 3,100.00 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 32,365 | 171.45 | 396 | 186.96 | ||||
2025-08-14 | 13F | Colony Group, LLC | 17,715 | 26.22 | 217 | 33.33 | ||||
2025-08-25 | NP | SLVR - Sprott Silver Miners & Physical Silver ETF | 1,395,549 | 82.72 | 17,082 | 92.81 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 57,858 | 17.53 | 708 | 23.99 | ||||
2025-07-09 | 13F | Sandy Cove Advisors, LLC | 16,200 | 198 | ||||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 252,927 | 3 | ||||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 132,816 | 2.17 | 1,626 | 7.76 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 660 | 312.50 | 8 | 700.00 | ||||
2025-08-05 | 13F | BEAM Asset Management, LLC | 81,857 | 26.08 | 1,002 | 32.93 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 1,147,512 | 102.30 | 14,045 | 113.48 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 14,685 | 180 | ||||||
2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 31,220 | 100.00 | 382 | 111.05 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 16,575 | 7.80 | 203 | 13.48 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 95,829 | 0.52 | 1,173 | 6.06 | ||||
2025-07-25 | 13F | Sharp Financial Services, LLC | 12,000 | 147 | ||||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 405,653 | 3.17 | 4,965 | 8.88 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 44,176 | 996.72 | 541 | 1,073.91 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 72,260 | 1 | ||||||
2025-08-14 | 13F | Nokomis Capital, L.L.C. | 479,721 | 48.60 | 5,872 | 56.81 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 11,760 | 144 | ||||||
2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 440,145 | 36.21 | 5,387 | 43.73 | ||||
2025-08-13 | 13F | Alerus Financial Na | 300 | 4 | ||||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 17,446 | 214 | ||||||
2025-07-09 | 13F | Veracity Capital LLC | 48,252 | 0.02 | 591 | 5.55 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2,629 | 32 | ||||||
2025-08-06 | 13F | O'Brien Greene & Co. Inc | 29,864 | 20.11 | 366 | 26.74 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 62,194 | 50.25 | 761 | 58.54 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 112,430 | 177.95 | 1,376 | 193.39 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 796,609 | 21.75 | 9,750 | 28.48 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 613,995 | 1.63 | 7,515 | 7.25 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 180,503 | 16.41 | 2,209 | 22.86 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 717,960 | 37.10 | 9 | 33.33 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 18,715 | 229 | ||||||
2025-08-14 | 13F | PenderFund Capital Management Ltd. | 665,000 | 8,140 | ||||||
2025-08-13 | 13F | Summit Financial, LLC | 606,451 | 399.77 | 7,423 | 427.51 | ||||
2025-07-23 | 13F | Regency Capital Management Inc.\DE | 208,896 | 3.06 | 2,557 | 8.72 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 51,874 | 2.37 | 635 | 8.01 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 6,050 | 74 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 319,698 | 0.21 | 3,913 | 5.76 | ||||
2025-08-12 | 13F | Ci Investments Inc. | 55,000 | 37.50 | 1 | |||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 85,816 | 0.14 | 1,050 | 5.63 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 24,401 | 3.84 | 272 | 5.45 | ||||
2025-07-21 | 13F | Matauro, Llc | 19,397 | 237 | ||||||
2025-07-01 | 13F | Kera Capital Partners, Inc. | 431,836 | 4.72 | 5,286 | 10.50 | ||||
2025-07-23 | 13F/A | Euro Pacific Asset Management, LLC | 311,622 | 14.50 | 4 | 0.00 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 75,704 | 942 | ||||||
2025-08-05 | 13F | Tiaa Trust, National Association | 810,456 | 297.48 | 9,920 | 319.41 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 10,000 | 122 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 65,958 | 26.81 | 807 | 34.72 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 556,498 | 53.96 | 6,812 | 62.48 | ||||
2025-07-16 | 13F | ORG Partners LLC | 1,972 | 11.92 | 24 | 20.00 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 3,547,320 | 4.87 | 43,418 | 10.65 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 105,752 | 143.18 | 1,294 | 156.75 | ||||
2025-07-09 | 13F | Bulwark Capital Corp | 1,450 | 18 | ||||||
2025-07-16 | 13F | Pacific Sage Partners, LLC | 452,093 | 7.58 | 5,534 | 13.52 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 134,567 | 19.30 | 1,647 | 25.92 | ||||
2025-07-21 | 13F | Andina Capital Management, LLC | 28,000 | 343 | ||||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 10,710 | 131 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 511,726 | 44.21 | 6,356 | 54.40 | ||||
2025-08-01 | 13F | Redwood Park Advisors LLC | 2,605 | 32 | ||||||
2025-07-01 | 13F | Private Client Services, Llc | 32,151 | 28.50 | 394 | 35.52 | ||||
2025-08-14 | 13F | LM Asset (IM) Inc. | 330,000 | 10.00 | 4,039 | 16.06 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1,050,899 | 28.02 | 12,863 | 35.09 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 6,408 | 78 | ||||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,900 | 23 | ||||||
2025-04-22 | 13F | VanWeelden Wealth Management, LLC | 27,000 | 14.18 | 313 | 37.28 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 462,561 | 0.17 | 5,662 | 5.69 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 140,575 | 99.19 | 1,721 | 110.53 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 861,955 | 36.22 | 14,386 | 97.18 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 255,824 | 21.85 | 3,131 | 28.58 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 76,096 | 3.30 | 931 | 9.02 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 31,536 | 73.75 | 386 | 83.81 | ||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 530 | 324.00 | 6 | 500.00 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 22,890 | 22.41 | 296 | 43.00 | ||||
2025-07-30 | 13F | Schulhoff & Co Inc | 12,000 | 147 | ||||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 25,000 | 306 | ||||||
2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 880,542 | 10.05 | 10,778 | 16.12 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 69,020 | 11.47 | 1 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 9,575 | 8.17 | 117 | 14.71 | ||||
2025-08-12 | 13F | Heritage Trust Co | 14,049 | 7.66 | 172 | 13.25 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 168,004 | 39.26 | 2,052 | 48.16 | ||||
2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 68,777 | 0.36 | 842 | 5.92 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 179,737 | 5.87 | 2,200 | 11.68 | ||||
2025-08-12 | 13F | Accordant Advisory Group Inc | 530,399 | 3.60 | 6,492 | 9.31 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 12,624 | 6.32 | 155 | 12.41 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 32,085 | 2.90 | 393 | 8.59 | ||||
2025-08-12 | 13F | Blueprint Financial Advisors LLC | 503,561 | 12.03 | 6,164 | 18.20 | ||||
2025-08-14 | 13F | Cohen & Steers, Inc. | 440,145 | 36.21 | 5 | 66.67 | ||||
2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 37,000 | 453 | ||||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 24,359 | 10.25 | 298 | 16.41 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 486,451 | 14.07 | 5,954 | 20.38 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 15,939,078 | 4.99 | 194,717 | 10.79 | ||||
2025-08-05 | 13F | K.J. Harrison & Partners Inc | 460,765 | 56.00 | 5,637 | 63.98 | ||||
2025-08-14 | 13F/A | Barclays Plc | 229,639 | 367.16 | 3 | |||||
2025-07-25 | 13F | We Are One Seven, LLC | 17,884 | 11.75 | 219 | 17.84 | ||||
2025-07-18 | 13F | First Pacific Financial | 1,112 | 42.38 | 14 | 44.44 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 301,376 | 1.12 | 3,689 | 6.68 | ||||
2025-08-05 | 13F | Wakefield Asset Management LLLP | 81,780 | 1,001 | ||||||
2025-08-08 | 13F | Jupiter Asset Management Ltd | 7,610,391 | 15.17 | 93,214 | 21.66 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 103,898 | 52.98 | 1,272 | 61.50 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 299,258 | 0.31 | 3,663 | 5.84 | ||||
2025-08-12 | 13F | Blueprint Investment Partners LLC | 503,561 | 12.03 | 6,164 | 18.20 | ||||
2025-08-13 | 13F | New Harbor Financial Group, LLC | 153,800 | 10.67 | 1,883 | 16.75 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 6,565 | 0.46 | 80 | 6.67 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 32,369 | 3.19 | 396 | 9.09 | ||||
2025-07-25 | 13F | Cwm, Llc | 1,614 | 118.40 | 0 | |||||
2025-08-05 | 13F | Financial Sense Advisors, Inc. | 416,863 | 114.50 | 5,102 | 126.35 | ||||
2025-08-12 | 13F | Bokf, Na | 23,728 | 290 | ||||||
2025-08-14 | 13F | Headlands Technologies LLC | 1,803 | 22 | ||||||
2025-07-17 | 13F | G&S Capital LLC | 81,059 | 1.52 | 992 | 7.13 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 1,354,839 | 0.07 | 16,583 | 5.60 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 36 | 0 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 5,772,074 | 163.57 | 70,650 | 178.12 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 33,678 | 1.51 | 412 | 7.29 | ||||
2025-07-18 | 13F | Clarity Financial LLC | 29,362 | 0.09 | 359 | 5.59 | ||||
2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 45,500 | 151.38 | 557 | 166.03 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 342,718 | 4,195 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 162,149 | 1.19 | 2 | 0.00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1,777,636 | 7.92 | 21,758 | 13.87 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 346,258 | 3.06 | 4,342 | 24.52 | ||||
2025-07-30 | 13F | Capital Wealth Alliance, LLC | 2,450,302 | 1.19 | 29,989 | 6.76 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 548,152 | 10.59 | 6,709 | 16.70 | ||||
2025-08-04 | 13F | Assetmark, Inc | 1,335 | 2,372.22 | 16 | |||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 1,500 | 114.29 | 18 | 125.00 | ||||
2025-08-07 | 13F | Rathbone Brothers plc | 399,155 | 4.19 | 4,886 | 9.92 | ||||
2025-07-23 | 13F | Pure Portfolios Holdings Llc | 14,479 | 26.18 | 177 | 33.08 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 579,977 | 31.79 | 7,099 | 39.07 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 20,325 | 2.26 | 249 | 7.83 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 344,358 | 242.95 | 4,215 | 262.03 | ||||
2025-08-11 | 13F | Waratah Capital Advisors Ltd. | 27,777 | 340 | ||||||
2025-07-08 | 13F | Gradient Investments LLC | 299,837 | 0.53 | 3,670 | 6.10 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 25,300 | 1.12 | 310 | 6.55 | ||||
2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 17,630 | 2.84 | 216 | 11.40 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 41,001 | 20.77 | 525 | 41.13 | ||||
2025-08-14 | 13F | Mountain Lake Investment Management LLC | 63,476 | 111.59 | 777 | 122.99 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 15,912 | 1,124.00 | 1 | -93.33 | ||||
2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 88,774 | 1.12 | 1,086 | 6.68 | ||||
2025-08-05 | 13F | Meixler Investment Management, Ltd. | 28,240 | 3.39 | 346 | 9.18 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 1,299,231 | 16.95 | 15,903 | 23.41 | ||||
2025-08-12 | 13F | LPL Financial LLC | 2,705,147 | 8.37 | 33,111 | 14.35 | ||||
2025-07-24 | 13F | Total Wealth Planning & Management, Inc. | 22,460 | 4.66 | 275 | 10.48 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 74,872 | 23.98 | 916 | 30.86 | ||||
2025-08-14 | 13F | UBS Group AG | 437,766 | 5,438.54 | 5,358 | 5,787.91 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 60,285 | 3.56 | 738 | 9.19 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 197,450 | 3.89 | 2,417 | 14.56 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-15 | 13F | Bfsg, Llc | 240 | 3 | ||||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 1,051,303 | 1.95 | 12,868 | 7.57 | ||||
2025-08-12 | 13F | Change Path, LLC | 66,928 | 157.22 | 819 | 172.09 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 755,879 | 2.21 | 9,252 | 7.85 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 36 | 0 | ||||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 167,947 | 2.22 | 2,056 | 7.87 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 26,322 | 322 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,400,485 | 11.21 | 17,142 | 17.35 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 115,620 | 2.13 | 1,415 | 7.77 | ||||
2025-08-07 | 13F | PFG Advisors | 60,072 | 21.60 | 735 | 28.27 | ||||
2025-08-12 | 13F | MAI Capital Management | 7,982 | 49.70 | 98 | 59.02 | ||||
2025-08-11 | 13F | Alps Advisors Inc | 1,395,549 | 82.72 | 17,082 | 92.81 | ||||
2025-07-16 | 13F | Crown Wealth Group, LLC | 16,429 | 201 | ||||||
2025-08-06 | 13F | Menlo Advisors Llc | 253,380 | 3 |