Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Sprott Physical Silver Trust, to m.in Cable Car Capital LLC, Tiaa-cref Individual & Institutional Services, Llc, RK Capital Management, LLC/FL, Quarry LP, Anson Funds Management LP, Hunting Hill Global Capital, LLC, Knoll Capital Management, LLC, Everest Financial Group LLC, October Effect Ltd, Jump Financial, LLC, M. Kulyk & Associates, LLC, Shay Capital LLC, Cantor Fitzgerald, L. P., BCV Asset Management Inc., TRB Wealth Management, LLC, Discipline Wealth Solutions, LLC, United Capital Management of KS, Inc., LexAurum Advisors, LLC, Perennial Investment Advisors, LLC, i Hiley Hunt Wealth Management .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 69 150 | 285,62 | 1 687 | 297,64 | ||||
| 2026-04-10 | 13F | Baker Tilly Financial, Llc | 43 227 | 9,62 | 1 054 | 13,09 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 1 665 146 | 5,17 | 40 613 | 8,46 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 6 200 | 151 | ||||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 170 | 13,33 | 4 | 33,33 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 10 191 | 249 | ||||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 149 175 | 199,36 | 4 | 200,00 | ||||
| 2026-04-21 | 13F | October Effect Ltd | 180 793 | 4 410 | ||||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 2 712 | 4,11 | 66 | 8,20 | ||||
| 2026-04-20 | 13F | Contravisory Investment Management, Inc. | 678 | 17 | ||||||
| 2026-04-20 | 13F | Surience Private Wealth Llc | 36 928 | 158,91 | 901 | 167,06 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 124 400 | 253,41 | 3 034 | 264,66 | ||||
| 2026-04-23 | 13F | Asset Planning,Inc | 3 500 | 85 | ||||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 15 850 | 24,31 | 360 | 19,27 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 17 725 590 | 3,71 | 431 643 | 6,92 | ||||
| 2026-05-12 | 13F | Mainstay Capital Management Llc /adv | 29 709 | 73,46 | 725 | 78,77 | ||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 5 325 | 130 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 58 351 | 92,54 | 1 423 | 98,74 | ||||
| 2026-05-14 | 13F | Jump Financial, LLC | 122 807 | 2 995 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 2 | 0 | ||||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 5 950 | 145 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 652 | 16 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 400 | 10 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 144 482 | 39,49 | 3 524 | 43,85 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 45 194 | 1 102 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 99 623 | 4,31 | 2 430 | 7,57 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 44 377 | 13,55 | 1 082 | 17,10 | ||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 805 | 20 | ||||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 49 504 | 4 246,27 | 1 207 | 4 542,31 | ||||
| 2026-05-06 | 13F | WIT Partners Advisory Pte. Ltd. | 1 007 557 | 18,84 | 24 574 | 29,02 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 360 967 | 31,68 | 8 804 | 35,81 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 16 240 | 397 | ||||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 21 256 | 12,36 | 518 | -17,52 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 2 025 004 | 546,86 | 49 390 | 567,15 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 510 781 | 6,05 | 12 458 | 9,36 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 174 110 | 13,14 | 4 247 | 16,68 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 669 175 | 348,45 | 15 184 | 330,24 | ||||
| 2026-05-05 | 13F | UBS Group AG | 421 129 | 1 365,61 | 10 271 | 1 412,67 | ||||
| 2026-05-13 | 13F | Picton Mahoney Asset Management | 8 133 | 199 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 26 775 | 169,77 | 653 | 179,06 | ||||
| 2026-05-15 | 13F | Hunting Hill Global Capital, LLC | 252 248 | 6 152 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 379 528 | 24,74 | 33 647 | 28,65 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 118 250 | 7,81 | 2 884 | 11,22 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 1 350 | 12,50 | 33 | 14,29 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 942 093 | 46,61 | 22 978 | 51,20 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 635 909 | 3,21 | 15 510 | 6,43 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 1 595 772 | 39,33 | 39 | 40,74 | ||||
| 2026-05-06 | 13F | Panoramic Investment Advisors, Llc | 19 623 | 479 | ||||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 488 606 | 67,07 | 11 917 | 72,31 | ||||
| 2026-05-08 | 13F | Alps Advisors Inc | 6 152 759 | 14,20 | 150 066 | 17,77 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 14 521 | 266,04 | 354 | 280,65 | ||||
| 2026-04-23 | 13F | Littlejohn Financial Services, Inc. | 11 830 | 289 | ||||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 35 922 | 876 | ||||||
| 2026-05-11 | 13F | Camden Capital, LLC | 15 248 | 8,22 | 372 | 11,41 | ||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 34 881 | 851 | ||||||
| 2026-05-05 | 13F | Providence Wealth Advisors, LLC | 45 048 | 16,82 | 1 099 | 13,42 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 11 418 | 278 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 20 457 | 23,37 | 499 | 27,04 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 1 323 625 | 3,71 | 32 283 | 6,96 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 140 600 | 3 | ||||||
| 2026-04-24 | 13F | Keybank National Association/oh | 73 478 | 23,69 | 1 792 | 27,64 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 38 137 | 930 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 155 814 | 16,67 | 3 800 | 20,33 | ||||
| 2026-02-17 | 13F/A | United Capital Management of KS, Inc. | 26 531 | 627 | ||||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 15 821 | 19,32 | 386 | 23,00 | ||||
| 2026-05-19 | 13F/A | Anson Funds Management LP | 406 900 | 9 924 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 373 052 | 1,60 | 9 099 | 4,77 | ||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 80 179 | 3,19 | 1 956 | 6,42 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 52 960 | 1 292 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 886 665 | 21 626 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 3 000 | 73 | ||||||
| 2026-05-13 | 13F | Laffer Investments | 10 000 | 244 | ||||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 2 000 | 0 | ||||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 12 738 | 311 | ||||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 617 202 | 0,36 | 15 054 | 3,50 | ||||
| 2026-05-08 | 13F | BCV Asset Management Inc. | 47 750 | 1 163 | ||||||
| 2026-04-30 | 13F | Beacon Financial Group | 36 245 | 2,11 | 884 | 5,36 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 262 554 | 6 404 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 24 470 | 597 | ||||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 643 | 16 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 36 635 | 49,76 | 894 | 54,50 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 48 948 | 8,20 | 1 194 | 11,60 | ||||
| 2026-05-15 | 13F | Farringdon Capital, Ltd. | 30 109 | 734 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 214 122 | 10,09 | 5 222 | 13,55 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 1 650 820 | 0,10 | 40 264 | 3,23 | ||||
| 2026-05-12 | 13F | Virginia Estate & Retirement Planning Advisors Inc. | 16 610 | 567 | ||||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 90 740 | 1,70 | 2 213 | 4,88 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 8 374 | 71,95 | 204 | |||||
| 2026-05-15 | 13F | Millennium Management Llc | 12 276 | 299 | ||||||
| 2026-04-28 | 13F | Cobblestone Asset Management LLC | 88 294 | 6,94 | 2 153 | 10,30 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 545 258 | 6,18 | 12 895 | 161 087,50 | ||||
| 2026-04-15 | 13F | Professional Advisory Services Inc | 11 295 | 0 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 36 642 | 1,01 | 894 | 4,20 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 104 427 | 113,69 | 2 547 | 120,43 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 14 004 | 61,24 | 0 | |||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 190 867 | 827,57 | 4 655 | 857,82 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 11 426 | 10,82 | 279 | 14,81 | ||||
| 2026-04-20 | 13F | LVW Advisors, LLC | 12 165 | 297 | ||||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 17 383 | 21,99 | 424 | 25,52 | ||||
| 2026-04-15 | 13F | Activest Wealth Management | 7 046 | 172 | ||||||
| 2026-05-12 | 13F | Jupiter Asset Management Ltd | 9 467 883 | 0,82 | 229 928 | 4,27 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 565 316 | 7,72 | 13 788 | 11,09 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 26 587 | 23,49 | 648 | 27,31 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 29 422 | 718 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 24 669 | 63,46 | 602 | 68,82 | ||||
| 2026-05-15 | 13F | Weiss Asset Management LP | 8 190 370 | 199 763 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 750 | 50,00 | 18 | 63,64 | ||||
| 2026-04-17 | 13F | Webster Bank, N. A. | 5 600 | 137 | ||||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 9 000 | 220 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 33 900 | 13,35 | 827 | 16,83 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 119 903 | 1,42 | 2 924 | 4,58 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 112 397 | 192,89 | 3 | |||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 3 000 | 76,47 | 73 | 82,50 | ||||
| 2026-05-05 | 13F | Total Wealth Planning & Management, Inc. | 19 166 | 1,62 | 467 | 4,71 | ||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 571 348 | 99,93 | 13 935 | 106,20 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 16 822 | 410 | ||||||
| 2026-05-14 | 13F | Ade, Llc | 35 184 | 5,10 | 858 | 8,47 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 22 866 | 558 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 61 227 | 0,05 | 1 493 | 3,18 | ||||
| 2026-05-14 | 13F | Lgl Partners, Llc | 10 000 | 244 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 4 078 | 99 | ||||||
| 2026-05-15 | 13F | SIG North Trading, ULC | Put | 122 500 | 59,51 | 2 988 | 64,48 | |||
| 2026-05-15 | 13F | SIG North Trading, ULC | 226 976 | 160,34 | 5 536 | 168,56 | ||||
| 2026-05-15 | 13F | SIG North Trading, ULC | Call | 270 800 | 53,60 | 6 605 | 58,41 | |||
| 2026-04-07 | 13F | Bulwark Capital Corp | 2 930 | 102,07 | 71 | 108,82 | ||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 10 600 | 8,16 | 271 | 17,32 | ||||
| 2026-05-06 | 13F | M. Kulyk & Associates, LLC | 102 302 | 2 495 | ||||||
| 2026-05-12 | 13F | RK Capital Management, LLC/FL | 509 906 | 12 437 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 21 910 | 406,00 | 534 | 423,53 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 4 557 838 | 1 126,77 | 111 166 | 1 165,25 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 381 944 | 24,38 | 9 209 | 28,41 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 13 151 | 321 | ||||||
| 2026-05-06 | 13F | NovaPoint Capital, LLC | 12 864 | 14,04 | 314 | 17,67 | ||||
| 2026-05-15 | 13F | Quarry LP | 416 000 | 10 146 | ||||||
| 2026-05-11 | 13F | Elequin Capital Lp | 30 000 | 732 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 28 233 | 15,01 | 1 | |||||
| 2026-05-12 | 13F | VanWeelden Wealth Management, LLC | 28 706 | 8,84 | 700 | 12,36 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 20 695 | 18,66 | 505 | 22,33 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 42 604 | 5,92 | 1 038 | 9,15 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 12 485 | 0,81 | 305 | 4,11 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 13 875 | 19,27 | 338 | 22,91 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 178 437 | 506,08 | 4 352 | 525,29 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 10 300 | 251 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 20 938 | 511 | ||||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 32 090 | 0,28 | 783 | 3,44 | ||||
| 2026-04-07 | 13F | Abacus Planning Group, Inc. | 565 265 | 29,78 | 13 787 | 33,84 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 24 260 | 0,41 | 574 | 51,19 | ||||
| 2026-05-15 | 13F | Knoll Capital Management, LLC | 222 160 | 5 418 | ||||||
| 2026-04-20 | 13F | Dagco, Inc. | 37 584 | 2,45 | 917 | 5,65 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 117 878 | 0,97 | 2 875 | 4,13 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 51 458 | 18,51 | 1 255 | 22,32 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 11 623 | 7,67 | 283 | 10,98 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 9 518 | 16,64 | 0 | |||||
| 2026-04-23 | 13F | RIA Advisory Group LLC | 454 482 | 278,65 | 11 085 | 290,56 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21 380 | 60,99 | 521 | 65,92 | ||||
| 2026-05-15 | 13F | Van Den Berg Management I, Inc | 38 019 | 0,53 | 927 | 3,69 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 595 488 | 9,42 | 14 566 | 12,99 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 288 | 7 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 71 869 | 39,38 | 1 700 | 106,44 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 15 000 | 50,00 | 366 | 54,66 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 496 290 | 12,34 | 12 129 | 16,10 | ||||
| 2026-04-20 | 13F | Guild Investment Management, Inc. | 9 700 | 237 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 1 003 630 | 12,78 | 24 479 | 16,30 | ||||
| 2026-05-11 | 13F | REAP Financial Group, LLC | 60 | 1 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 61 764 | 0,46 | 1 506 | 3,58 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 758 018 | 31,18 | 17 298 | 26,58 | ||||
| 2026-05-14 | 13F | Financial Sense Advisors, Inc. | 494 493 | 320,87 | 12 061 | 334,13 | ||||
| 2026-04-24 | 13F | Greenfield Seitz Capital Management, LLC | 55 884 | 47,84 | 1 363 | 52,63 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 8 896 | 210 | ||||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 24 465 | 597 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 43 861 | 49,75 | 1 070 | 4,60 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 55 623 | 1,29 | 1 357 | 4,47 | ||||
| 2026-05-04 | 13F | Nadler Financial Group, Inc. | 27 172 | 15,03 | 663 | 18,64 | ||||
| 2026-05-06 | 13F | Kera Capital Partners, Inc. | 523 989 | 2,75 | 12 780 | -5,11 | ||||
| 2026-05-15 | 13F | Cable Car Capital LLC | 1 000 000 | 24 390 | ||||||
| 2026-05-12 | 13F | Mission Financial Group, LLC | 19 108 | 7,52 | 466 | 10,95 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 8 312 | 203 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 687 | 17 | ||||||
| 2026-05-15 | 13F | Shay Capital LLC | 60 000 | 1 463 | ||||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 12 853 471 | 5 217,02 | 313 496 | 5 383,58 | ||||
| 2026-05-12 | 13F | Barometer Capital Management Inc. | 25 400 | 620 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 14 384 | 6,79 | 0 | |||||
| 2026-05-15 | 13F | Cantor Fitzgerald, L. P. | 48 036 | 1 172 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 342 527 | 10,04 | 8 336 | 13,41 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 137 018 | 12,64 | 3 342 | 16,17 | ||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 12 275 | 299 | ||||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 24 430 | 596 | ||||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 23 606 | 12,95 | 576 | 16,40 | ||||
| 2026-04-29 | 13F | BEAM Asset Management, LLC | 98 885 | 1,01 | 2 412 | 4,15 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 640 | 16 | ||||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 130 751 | 15,23 | 3 189 | 18,86 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 156 550 | 3 818 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 19 333 | 0,83 | 472 | -2,48 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 200 | 5 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 577 520 | 685,02 | 14 086 | 709,95 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 799 390 | 19 497 | ||||||
| 2026-04-15 | 13F | AlphaStar Capital Management, LLC | 12 318 | 300 | ||||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 188 965 | 4 609 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 874 917 | 4,33 | 20 622 | -8,49 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 2 229 | 598,75 | 54 | 671,43 | ||||
| 2026-04-20 | 13F | Crane Advisory, LLC | 11 539 | 5,20 | 295 | -4,22 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 500 | 12 | ||||||
| 2026-05-05 | 13F | Pacific Wealth Management | 21 843 | 45,29 | 533 | 49,86 | ||||
| 2026-04-28 | 13F | Collaborative Fund Advisors, LLC | 13 464 | 328 | ||||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 3 140 | 100,00 | 77 | 105,41 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 29 038 | 6,35 | 708 | 9,77 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 2 366 | 2 266,00 | 54 | 2 550,00 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 9 348 | 228 | ||||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 22 782 | 556 | ||||||
| 2026-05-12 | 13F | Creative Planning | 59 858 | 14,90 | 1 460 | 18,43 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 39 297 | 43,75 | 958 | 48,30 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 9 930 | 242 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 114 557 | 0,06 | 2 794 | 3,21 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 11 200 | 25,14 | 273 | 29,38 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 11 083 | 30,20 | 270 | 34,33 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 31 786 | 46,82 | 790 | 38,35 | ||||
| 2026-05-15 | 13F | Evelyn Partners Investment Management LLP | 1 000 | 24 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1 021 947 | 40,58 | 24 925 | 44,98 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 51 540 | 18,98 | 1 257 | 22,75 | ||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 8 210 | 200 | ||||||
| 2026-04-15 | 13F | Founders Grove Wealth Partners, Llc | 22 480 | 548 | ||||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 7 144 | 4,90 | 174 | 8,07 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 16 472 | 6,12 | 402 | 9,26 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 6 000 | 146 | ||||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 672 916 | 3,39 | 16 365 | -2,54 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 19 998 | 91,11 | 488 | 97,17 | ||||
| 2026-04-22 | 13F | Motco | 1 445 | 35 |
