PHYS / Sprott Physical Gold Trust - Institutionelles Eigentümerschaft, Käufer

Sprott Physical Gold Trust
US ˙ ARCA ˙ CA85207H1047

Institutionelles- und Fonds-Eigentümerschaft - Käufer

Zu den wichtigsten Inhabern, die neue Positionen in Sprott Physical Gold Trust eröffnet haben, gehören Knoll Capital Management, LLC, Tiaa-cref Individual & Institutional Services, Llc, Gladstone Institutional Advisory LLC, Golden State Equity Partners, McIlrath & Eck, LLC, M. Kulyk & Associates, LLC, TCG Advisory Services, LLC, Holos Integrated Wealth LLC, Collaborative Fund Advisors, LLC, SIG North Trading, ULC, SIG North Trading, ULC, Discipline Wealth Solutions, LLC, Magnus Financial Group LLC, Cm Wealth Advisors Llc, Jump Financial, LLC, World Equity Group, Inc., SIG North Trading, ULC, Financial Enhancement Group LLC, Crusonia Wealth Advisors LLC, und Picton Mahoney Asset Management .

Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.

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Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)
Aktien Δ Aktien
(%)
Gemeldeter
Wert
($1000)
Δ Wert
(%)
Port Alloc
(%)
2026-04-07 13F Central Bank & Trust Co 6.040 214
2026-05-14 13F Us Bancorp \de\ 1.800 21,21 64 28,57
2026-04-30 13F Kestra Advisory Services, LLC 1.347.193 39,66 47.745 49,90
2026-04-15 13F AlphaStar Capital Management, LLC 18.433 15,33 653 23,91
2026-04-28 13F Howe & Rusling Inc 36.045 37,47 1.277 47,63
2026-05-14 13F Beaird Harris Wealth Management, LLC 93.033 4,61 3.297 12,30
2026-05-18 13F Arkadios Wealth Advisors 20.774 736
2026-04-23 13F Grand Central Investment Group 109.812 0,78 3.892 8,17
2026-05-11 13F Chilton Capital Management Llc 1.701 750,50 60 900,00
2026-04-15 13F Financial Management Professionals, Inc. 1.300 18,18 46 27,78
2026-05-08 13F Entruity Wealth, LLC 144.915 1,45 5.136 8,88
2026-05-14 13F CIBC World Markets Inc. 724.494 2,71 25.676 10,24
2026-05-07 13F Legacy Wealth Managment, LLC/ID 2.271 5,04 80 12,68
2026-05-15 13F TCG Advisory Services, LLC 68.148 2.415
2026-05-13 13F Federation des caisses Desjardins du Quebec 5.821.327 4,14 205.631 11,37
2026-05-15 13F Investmark Advisory Group LLC 5.680 201
2026-05-15 13F Lumbard & Kellner, LLC 23.860 0,12 846 7,51
2026-05-15 13F Blueprint Investment Partners LLC 328.489 10,40 11.642 18,48
2026-04-08 13F Community Financial Services Group, LLC 5.020 181
2026-04-24 13F National Asset Management, Inc. 10.958 7,79 374 11,64
2026-05-14 13F Jump Financial, LLC 23.497 833
2026-04-23 13F Columbia Advisory Partners Llc 37.108 6,09 1.315 13,95
2026-04-20 13F Surience Private Wealth Llc 35.749 247,25 1.267 273,45
2026-05-12 13F Dogwood Wealth Management LLC 3.602 128
2026-05-12 13F Cannon Financial Strategists, Inc. 15.327 6,31 543 14,08
2026-04-21 13F Financial Consulate, Inc 587 104,53 21 122,22
2026-04-23 13F Kerntke Otto McGlone Wealth Management Group 134.538 11,28 4.768 19,47
2026-04-21 13F Diesslin Group, Inc. 39.596 10,50 1.403 18,60
2026-04-30 13F Sequoia Financial Advisors, LLC 28.546 3,81 1.012 11,47
2026-04-27 13F Canal Capital Management, LLC 37.777 1.339
2026-05-14 13F Simplex Trading, Llc 39 1
2026-05-06 13F WIT Partners Advisory Pte. Ltd. 941.220 340,47 33.357 390,10
2026-04-15 13F Badgley Phelps Wealth Managers, LLC 25.202 2,68 893 10,25
2026-05-15 13F Gateway Wealth Partners, LLC 82.584 284,83 2.927 313,28
2026-04-14 13F Wealthcare Advisory Partners LLC 539.041 6,43 19.104 14,23
2026-05-13 13F Capital Wealth Alliance, LLC 956.566 0,26 33.876 -7,82
2026-04-06 13F Highline Wealth Partners Llc 1.162 232,00 41 272,73
2026-05-06 13F Main Street Group, LTD 1.530 54
2026-05-05 13F D.a. Davidson & Co. 113.876 14,96 4.036 23,39
2026-04-09 13F Camelot Technology Advisors, Inc. 233.603 1,62 8.279 9,06
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 18.646 1,47 661 8,91
2026-05-11 13F Accordant Advisory Group Inc 378.692 5,27 13.421 12,99
2026-05-15 13F/A Spears Abacus Advisors LLC 617.290 0,41 21.877 7,76
2026-05-14 13F Nicolet Bankshares Inc 11.035 398
2026-05-12 13F Insigneo Advisory Services, Llc 94.308 3,89 3.342 11,51
2026-04-24 13F Essex Financial Services, Inc. 405.027 0,69 14.354 8,07
2026-05-05 13F Atria Investments Llc 33.111 89,32 1.173 103,29
2026-04-22 13F Apollon Financial, LLC 16.963 35,90 601 45,87
2026-05-14 13F EP Wealth Advisors, Inc. 34.735 8,01 1.231 16,02
2026-05-15 13F Lifetime Wealth Management P.C. 196.727 0,88 6.972 8,28
2026-05-12 13F Jane Street Group, Llc 1.376.380 316,85 48.779 347,42
2026-05-15 13F Advisory Services Network, LLC 332.325 6,42 11.778 14,22
2026-05-15 13F DV Trading LLC 6.800 13,33 241 21,21
2026-05-13 13F Picton Mahoney Asset Management 13.584 482
2026-05-15 13F IHT Wealth Management, LLC 91.873 25,57 3.256 34,78
2026-05-11 13F Commerce Bank 49.724 0,65 1.762 8,03
2026-04-07 13F G&S Capital LLC 60.919 8,98 2.159 16,96
2026-04-17 13F Anchyra Partners Llc 8.000 284
2026-04-07 13F Park Avenue Securities Llc 43.983 246,84 2
2026-04-28 13F Nvest Financial, LLC 24.240 2,21 859 9,71
2026-04-10 13F Magnus Financial Group LLC 30.261 1.072
2026-05-04 13F Envestnet Asset Management Inc 1.803.388 19,12 63.912 27,85
2026-05-15 13F Warren Averett Asset Management, LLC 55.225 28,89 1.957 38,40
2026-05-13 13F Transcend Wealth Collective, Llc 373.174 1,41 13.225 8,85
2026-05-14 13F Hrt Financial Lp 22.426 123,97 1
2026-05-12 13F WCG Wealth Advisors LLC 12.100 7,75 429 15,68
2026-05-05 13F Rockport Wealth LLC 15.415 9,99 546 18,18
2026-05-05 13F Birchwood Financial Partners, Inc. 6.095 216
2026-05-12 13F Kingsview Wealth Management, LLC 536.503 58,50 19.014 70,12
2026-05-14 13F Cwm, Llc 67.436 2,25 2.390 119.350,00
2026-05-15 13F Two Sigma Securities, Llc 48.744 356,28 1.727 390,63
2026-04-15 13F Eaton Financial Holdings Company, LLC 213.600 4,29 7.570 11,93
2026-05-15 13F Flow Traders U.s. Llc 41.136 74,46 1
2026-04-15 13F Redhawk Wealth Advisors, Inc. 7.019 5,09 249 12,73
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 3.082.329 1,55 109 9,00
2026-04-30 13F Verdence Capital Advisors LLC 5.664 201
2026-05-08 13F Wall Street Access Asset Management, LLC 1.837 47
2026-04-22 13F Apollon Wealth Management, LLC 69.853 3,25 2.476 10,79
2026-05-13 13F Aviso Financial Inc. 65 2
2026-04-17 13F Discipline Wealth Solutions, LLC 31.501 1.116
2026-05-15 13F/A EverSource Wealth Advisors, LLC 65.201 15,36 2.311 23,79
2026-04-23 13F Phraction Management LLC 266.467 13,17 9.444 21,45
2026-05-07 13F Argyle Capital Partners, LLC 6.000 213
2026-05-12 13F Independent Advisor Alliance 44.765 146,91 1.586 165,22
2026-05-06 13F Kiker Wealth Management, LLC 18.761 665
2026-05-15 13F Sonoma Private Wealth LLC 96.318 18,51 3.414 27,21
2026-05-07 13F Scarborough Advisors, LLC 1.151 2.202,00 41 3.900,00
2026-05-06 13F Hartland & Co., LLC 150.028 0,09 5.317 7,42
2026-05-15 13F Beacon Pointe Advisors, LLC 1.556.314 5,43 55.156 13,15
2026-05-15 13F Integrated Wealth Concepts LLC 637.542 22,59 22.594 31,57
2026-05-04 13F Mml Investors Services, Llc 70.118 18,48 2.485 27,12
2026-05-13 13F Franklin Resources Inc 3.500 40,00 124 51,22
2026-05-15 13F United Capital Financial Advisers, Llc 23.901 0,35 847 7,76
2026-05-05 13F Black Diamond Financial, LLC 43.208 1.531
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 8.650 307
2026-04-27 13F Koshinski Asset Management, Inc. 13.764 1,33 488 8,71
2026-04-24 13F Private Advisor Group, LLC 638.594 1,17 22.632 8,58
2026-05-05 13F PFG Advisors 5.845 207
2026-04-24 13F Keybank National Association/oh 61.127 449,36 2.166 490,19
2026-05-14 13F Alpha Advisors, LLC/VA 233.705 2,58 8.283 10,10
2026-05-14 13F Botty Investors LLC 249.200 0,40 8.832 7,76
2026-05-15 13F MAI Capital Management 303.304 0,17 10.749 7,51
2026-04-23 13F J.w. Cole Advisors, Inc. 89.004 5,56 3.154 13,70
2026-04-22 13F Spirepoint Private Client, Llc 87.150 0,33 3.089 7,67
2026-04-13 13F LexAurum Advisors, LLC 345.284 2.976,03 12.237 3.585,54
2026-04-28 13F K.J. Harrison & Partners Inc 505.278 88,39 17.903 101,93
2026-04-21 13F Crown Wealth Group, LLC 36.786 2,15 1.304 9,59
2026-04-30 13F Money Concepts Capital Corp 276.345 9,97 9.794 18,03
2026-04-22 13F Spire Wealth Management 16.493 386,95 585 426,13
2026-05-06 13F FSA Advisors, Inc. 11.928 76,84 423 90,09
2026-04-28 13F DGS Capital Management, LLC 9.083 322
2026-05-15 13F Intesa Sanpaolo Wealth Management 503.249 149,13 17.835 167,39
2026-04-09 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 8.366 4,82 296 12,55
2026-04-24 13F Oakworth Capital, Inc. 1.338 47
2026-04-15 13F Merit Financial Group, LLC 31.391 1,61 1.112 9,02
2026-05-15 13F Farringdon Capital, Ltd. 33.322 1.181
2026-04-15 13F Cypress Wealth Services, LLC 44.931 7,68 1.592 15,61
2026-05-15 13F Millennium Management Llc 34.545 1.224
2026-04-23 13F Harbor Investment Advisory, Llc 8.940 46,80 317 57,21
2026-04-27 13F HB Wealth Management, LLC 8.042 1,57 285 9,20
2026-04-28 13F Cobblestone Asset Management LLC 22.020 27,80 780 37,32
2026-04-15 13F DAVENPORT & Co LLC 123.857 4,47 4.390 12,14
2026-05-01 13F Wealthspire Advisors, LLC 16.726 593
2026-04-15 13F Professional Advisory Services Inc 7.000 0
2026-04-20 13F Oak Family Advisors, Llc 10.549 1,06 374 8,43
2026-05-05 13F Woodmont Investment Counsel Llc 8.050 4,76 285 12,65
2026-04-10 13F Waldron Private Wealth LLC 6.300 223
2026-05-05 13F Clear Harbor Asset Management, LLC 9.119 10,09 323 18,32
2026-05-11 13F Wells Fargo & Company/mn 1.772.405 0,73 62.820 8,04
2026-05-07 13F Hemenway Trust Co LLC 6.570 233
2026-05-14 13F Gladstone Institutional Advisory LLC 171.122 6.065
2026-05-14 13F Modern Wealth Management, LLC 5.850 211
2026-05-15 13F Morgan Stanley 5.537.762 3,05 196.258 10,60
2026-05-14 13F 1832 Asset Management L.P. 5.840 207
2026-05-15 13F National Bank Of Canada /fi/ 692.869 16,88 24.339 25,47
2026-04-28 13F Quent Capital, LLC 2.000 71
2026-05-01 13F 180 Wealth Advisors, Llc 28.361 73,41 1.005 86,11
2026-04-22 13F Portus Wealth Advisors, LLC 6.921 245
2026-04-15 13F Activest Wealth Management 2 0
2026-05-14 13F Northern Trust Corp 9.466 335
2026-05-16 13F Guardian Partners Inc. 85.261 0,31 3.022 -4,28
2026-05-16 13F Sunbelt Securities, Inc. 12.898 29,64 457 39,33
2026-04-23 13F Willis Johnson & Associates, Inc. 10.816 5,87 383 13,65
2026-05-12 13F Leavell Investment Management, Inc. 601.703 16,31 21.324 24,84
2026-05-12 13F Atlantic Union Bankshares Corp 515 18
2026-05-13 13F Buckingham Strategic Partners 8.893 315
2026-04-13 13F IFP Advisors, Inc 32.036 2,00 1.135 9,45
2026-04-21 13F Pacific Sage Partners, LLC 327.776 1,80 11.616 9,26
2026-04-17 13F Webster Bank, N. A. 3.785 547,01 134 605,26
2026-05-01 13F Harwood Advisory Group, LLC 15.359 3,53 544 11,25
2026-05-15 13F XTX Topco Ltd 122.179 403,44 4.330 440,57
2026-05-12 13F Resurgent Financial Advisors LLC 10.000 354
2026-05-15 13F Weiss Asset Management LP 484.101 17.157
2026-04-22 13F Janney Montgomery Scott LLC 298.901 1,15 11 11,11
2026-05-12 13F CIBC Bancorp USA Inc. 128.416 24,10 4.551 48,53
2026-05-13 13F PKS Advisory Services, LLC 6.700 237
2026-05-28 13F Cozad Asset Management Inc 41.878 5,40 1.484 13,20
2026-04-16 13F Sentinel Pension Advisors Inc 73.420 4,12 2.602 11,77
2026-04-23 13F Elevate Capital Advisors, LLC 227.397 10,03 8.059 18,08
2026-05-05 13F Marks Group Wealth Management, Inc 5.710 202
2026-04-30 13F Costello Asset Management, INC 600 20,00 21 31,25
2026-04-29 13F Proactive Wealth Strategies LLC 286.988 100,00 10.171 114,65
2026-04-24 13F Capital Asset Advisory Services LLC 10.621 388
2026-04-14 13F Focus Financial Network, Inc. 20.588 29,22 730 38,59
2026-05-15 13F Tradition Wealth Management, LLC 16.729 0,14 593 7,44
2026-05-05 13F Sanctuary Advisors, LLC 467.109 9,40 16.554 17,42
2026-04-27 13F Baker Boyer National Bank 6.015 213
2026-05-15 13F Huntington National Bank 917 -83,57
2026-05-15 13F Keating Financial Advisory Services, Inc. 3.747 133
2026-04-07 13F Bulwark Capital Corp 1.443 51
2026-05-15 13F Harbour Investments, Inc. 80.732 13,01 2.861 21,33
2026-05-13 13F Freestone Capital Holdings, LLC 79.916 0,42 2.832 7,80
2026-04-24 13F Ndwm Llc 5.871 208
2026-05-19 13F McIlrath & Eck, LLC 137.968 4.890
2026-04-07 13F Investment Partners Asset Management, Inc. 10.169 1,50 360 9,09
2026-05-14 13F Baird Financial Group, Inc. 481.001 3,13 17.047 10,68
2026-04-28 13F Stratos Wealth Advisors, LLC 21.525 1,37 763 8,70
2026-05-15 13F SIG North Trading, ULC 38.651 1.370
2026-05-15 13F SIG North Trading, ULC Call 39.900 1.414
2026-05-06 13F M. Kulyk & Associates, LLC 88.094 3.122
2026-05-15 13F SIG North Trading, ULC Put 17.300 613
2026-05-13 13F O'shaughnessy Asset Management, Llc 351 45,04 12 71,43
2026-05-15 13F City National Bank Of Florida /msd 72.508 25,44 2.570 34,64
2026-05-15 13F Goldman Sachs Group Inc 1.355.749 2.327,83 48.048 2.507,00
2026-05-15 13F Empire Financial Management Company, LLC 165.507 2,66 5.866 10,18
2026-05-11 13F Pathstone Holdings, LLC 34.743 0,42 1.231 7,79
2026-04-03 13F Box Hill Private Wealth LLC 7.750 275
2026-04-27 13F Meredith Wealth Planning 6.890 244
2026-05-06 13F Bessemer Group Inc 7.263 10,28 0
2026-04-27 13F Capital Advisors Inc/ok 5.861 208
2026-04-21 13F J.E. Simmons & Co., P.C. 9.700 2,11 344 9,58
2026-04-14 13F Opal Wealth Advisors, LLC 672 24
2026-04-21 13F Wedbush Securities Inc 32.528 32,48 1
2026-05-12 13F Stifel Financial Corp 858.339 5,18 30.420 12,89
2026-05-12 13F Reyes Financial Architecture, Inc. 307 11
2026-04-20 13F Financial Enhancement Group LLC 15.191 559
2026-05-14 13F Raymond James Financial Inc 2.007.130 11,93 71.133 20,14
2026-05-12 13F VanWeelden Wealth Management, LLC 53.726 4,80 1.904 12,53
2026-05-08 13F Cm Wealth Advisors Llc 24.715 876
2026-05-14 13F VestGen Advisors, LLC 39.976 1,58 1.428 9,85
2026-05-11 13F Blueprint Financial Advisors LLC 328.489 10,40 11.642 18,48
2026-05-15 13F Aqr Capital Management Llc 200.056 0,08 7.090 7,41
2026-05-15 13F Brown Advisory Inc 24.563 103,93 871 119,14
2026-04-09 13F Veracity Capital LLC 16.883 3,66 598 11,36
2026-02-12 13F CIBC Private Wealth Group, LLC 111.509 7,76 3.682 20,17
2026-02-13 13F Pine Valley Investments Ltd Liability Co 130.522 0,15 4.310 11,63
2026-04-28 13F Golden State Equity Partners 141.489 5.014
2026-05-15 13F Knoll Capital Management, LLC 387.055 13.717
2026-05-08 13F Cypress Capital Management LLC (WY) 87.555 1,26 3.103 8,65
2026-05-12 13F Hunter Perkins Capital Management, LLC 10.819 0
2026-05-11 13F White Pine Capital Llc 39.145 1,59 1.387 9,04
2026-04-14 13F Prospera Financial Services Inc 489.776 2,03 17.358 9,51
2026-04-17 13F Roxbury Financial LLC 544 14,53 19 26,67
2026-05-18 13F Centaurus Financial, Inc. 7.110 3,28 0
2026-05-06 13F O'Brien Greene & Co. Inc 581.416 2,79 20.605 10,33
2026-04-23 13F RIA Advisory Group LLC 24.489 8,52 868 16,38
2026-05-06 13F Hurley Capital, LLC 52.305 2,21 1.854 9,71
2026-05-14 13F L2 Asset Management, LLC 45.607 13,20 1.616 21,50
2026-04-27 13F Pensionmark Financial Group, Llc 245.143 18,03 8.688 26,69
2026-02-13 13F Colony Group, LLC 55.565 505,22 1.834 566,91
2026-05-01 13F International Assets Investment Management, Llc 9.800 1,15 354 10,66
2026-02-17 13F Snowden Capital Advisors LLC 17.000 56,39 561 74,77
2026-05-15 13F Mercer Global Advisors Inc /adv 256.480 97,14 9.090 111,57
2026-04-27 13F BIP Wealth, LLC 506.722 3,13 17.958 10,69
2026-05-15 13F Segall Bryant & Hamill, Llc 5.200 205
2026-05-14 13F Financial Sense Advisors, Inc. 57.621 268,87 2.042 296,50
2026-05-15 13F Larson Financial Group LLC 58.322 1,12 2.067 8,51
2026-04-22 13F Matauro, Llc 2.065.418 0,24 73.198 7,58
2026-05-13 13F Synergy Financial Management, LLC 15.714 1,51 557 8,81
2026-04-10 13F Pure Financial Advisors, Inc. 6.089 216
2026-05-08 13F Gen-Wealth Partners Inc 1.037 37
2026-05-01 13F Clarity Financial LLC 12.071 4,76 428 12,37
2026-05-13 13F NFP Retirement, Inc. 7.034 7,06 249 15,28
2026-04-16 13F Quotient Wealth Partners, LLC 8.595 305
2026-05-15 13F Quantinno Capital Management LP 59.933 5,44 2.124 13,22
2026-02-17 13F SageView Advisory Group, LLC 900 30
2026-05-07 13F Dakota Wealth Management 237.065 18,16 8.402 26,83
2026-04-21 13F OneAscent Financial Services LLC 16.174 2,86 573 10,40
2026-04-27 13F S.A. Mason LLC 22.582 2,36 800 9,89
2026-04-17 13F AdvisorNet Financial, Inc 31.579 11,63 1.119 19,81
2026-05-06 13F Kera Capital Partners, Inc. 361.380 1,46 12.807 -1,38
2026-05-05 13F HC Advisors, LLC 75.529 5,63 2.677 13,34
2026-05-14 13F Vident Advisory, LLC 445.593 22,47 15.792 31,44
2026-05-14 13F Apriem Advisors 11.137 0,22 395 7,65
2026-05-04 13F Savant Capital, LLC 10.158 35,04 360 45,16
2026-04-13 13F Mather Group, Llc. 897 32
2026-05-12 13F Crusonia Wealth Advisors LLC 14.799 524
2026-05-12 13F Barometer Capital Management Inc. 19.000 673
2026-04-24 13F Root Financial Partners, LLC 3.995 142
2026-05-12 13F TD Waterhouse Canada Inc. 461.475 20,29 16.567 30,82
2026-05-05 13F IMC-Chicago, LLC 2.449.218 494,35 86.800 537,91
2026-05-12 13F Cheviot Value Management, LLC 1.365 16,17 48 2,13
2026-04-21 13F Verity Asset Management, Inc. 53.795 18,09 1.906 26,73
2026-04-20 13F Contravisory Investment Management, Inc. 264 9
2026-05-06 13F TCFG Investment Advisors, LLC 6.125 217
2026-04-17 13F/A Founders Financial Securities Llc 17.143 41,16 620 54,75
2026-05-06 13F LPL Financial LLC 2.361.598 1,76 83.695 9,22
2026-05-06 13F Quadrant Private Wealth Management, LLC 114.222 1,46 4.048 8,91
2026-04-28 13F BLB&B Advisors, LLC 8.080 286
2026-05-21 13F Essential Partners LLC 419.852 0,97 14.880 8,37
2026-05-13 13F Cetera Investment Advisers 1.726.789 5,61 61.197 13,35
2026-04-10 13F TCP Asset Management, LLC 657.916 22,02 23.317 30,96
2026-05-29 13F Keel Point, LLC 43.313 3,81 1.535 11,47
2026-05-12 13F Tiaa-cref Individual & Institutional Services, Llc 375.567 13.310
2026-05-01 13F Johnson Investment Counsel Inc 456.672 16.184
2026-05-14 13F Ieq Capital, Llc 15.292 542
2026-05-13 13F AE Wealth Management LLC 88.641 7,22 3.141 15,10
2026-04-28 13F Integrated Advisors Network LLC 5.715 203
2026-04-20 13F CWA Asset Management Group, LLC 12.087 9,02 428 16,94
2026-05-15 13F Matrix Private Capital Group Llc 70.408 77,62 2.495 90,75
2026-04-17 13F CENTRAL TRUST Co 5.542.655 26,30 196.432 35,56
2026-05-05 13F Pacific Wealth Management 9.225 21,94 327 30,92
2026-05-13 13F Caitlin John, LLC 250 25,00 9 33,33
2026-04-13 13F Plan Group Financial, LLC 9.300 27,40 330 36,51
2026-04-28 13F Stephens Inc /ar/ 110.099 215,24 3.902 238,33
2026-04-28 13F Collaborative Fund Advisors, LLC 48.950 1.735
2026-04-29 13F American Capital Advisory, LLC 74 3
2026-05-01 13F Summit Financial Strategies, Inc. 6.602 5,26 234 12,56
2026-04-29 13F BEAM Asset Management, LLC 38.272 2,00 1.356 9,53
2026-05-14 13F Atomi Financial Group, Inc. 44.841 91,22 1.589 105,30
2026-04-08 13F Holos Integrated Wealth LLC 58.311 2.075
2026-04-15 13F JP Wealth Management, Inc. 432.610 0,66 15.332 8,03
2026-04-15 13F Diligent Investors, LLC 10.485 14,12 372 22,44
2026-05-06 13F Sun Group Wealth Partners 6.412 227
2026-05-06 13F World Equity Group, Inc. 20.659 732
2026-04-08 13F Oliver Luxxe Assets LLC 12.495 3,81 443 11,34
2026-05-14 13F Gwn Securities Inc. 6.455 229
2026-04-30 13F Simplicity Wealth,LLC 19.525 9,08 692 16,92
2026-05-12 13F Tower Bridge Advisors 13.101 31,01 464 40,61
2026-05-05 13F HighTower Advisors, LLC 1.285.906 16,75 45.573 25,30
2026-05-13 13F Delta Investment Management, LLC 5.796 205
2026-05-08 13F Smithfield Trust Co 9.800 17,41 0
2026-05-15 13F Prelude Capital Management, Llc 14.522 26,04 515 35,26
2026-04-22 13F Motco 978 35
2026-05-12 13F Asset One Wealth Management LLC 373.285 2,52 13.229 3,81
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