Vault-13

UNITED STATES ANTIMONY CORP UAMY

COM · Common Stock · CUSIP 911549103

235 institutional holders +30 vs Q4 2025
72,611,06172.6m shares reported held*
50.6% of all shares outstanding*
$638.4mreported value*
69 new 70 added 43 reduced 41 sold out net bought ≈ $107.4m (+12.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.9m this quarter). Holder counts are more reliable. Shares outstanding: 143.4m as of 2026-03-12, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $8.79. Options: 16 managers hold calls ($98.6m notional), 14 hold puts ($41.0m).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 48Q4 22: 47Q1 23: 43Q2 23: 36Q3 23: 41Q4 23: 46Q1 24: 41Q2 24: 43Q3 24: 48Q4 24: 64Q1 25: 88Q2 25: 118Q3 25: 162Q4 25: 205Q1 26: 235235Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202248
Q4 202247
Q1 202343
Q2 202336
Q3 202341
Q4 202346
Q1 202441
Q2 202443
Q3 202448
Q4 202464
Q1 202588
Q2 2025118
Q3 2025162
Q4 2025205
Q1 2026235

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 24: 18 bought or addedQ2 24: 10 cut or sold outQ3 24: 16 bought or addedQ3 24: 9 cut or sold outQ3 24Q4 24: 39 bought or addedQ4 24: 13 cut or sold outQ1 25: 50 bought or addedQ1 25: 25 cut or sold outQ1 25Q2 25: 84 bought or addedQ2 25: 39 cut or sold outQ3 25: 111 bought or addedQ3 25: 48 cut or sold outQ3 25Q4 25: 144 bought or addedQ4 25: 82 cut or sold outQ1 26: 139 bought or addedQ1 26: 84 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20241810
Q3 2024169
Q4 20243913
Q1 20255025
Q2 20258439
Q3 202511148
Q4 202514482
Q1 202613984

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$25m$50m$75m$100mQ2 25 calls: $2.7mQ2 25 puts: $1.5mQ2 25P/C 0.56Q3 25 calls: $35.7mQ3 25 puts: $46.8mQ3 25P/C 1.31Q4 25 calls: $78.7mQ4 25 puts: $17.5mQ4 25P/C 0.22Q1 26 calls: $98.6mQ1 26 puts: $41.0mQ1 26P/C 0.42
Numbers
QuarterCallsPutsP/C
Q2 2025$2.7m$1.5m0.56
Q3 2025$35.7m$46.8m1.31
Q4 2025$78.7m$17.5m0.22
Q1 2026$98.6m$41.0m0.42

Biggest buyers

VAN ECK ASSOCIATES CORP New +10,369,695+10.4m
Driehaus Capital Management LLC Added +4,052,162+4.1m
AMERIPRISE FINANCIAL INC New +2,239,801+2.2m
VOYA INVESTMENT MANAGEMENT LLC Added +1,232,683+1.2m
UBS Group AG Added +728,940+728.9k
GROUP ONE TRADING LLC Added +639,808+639.8k
BlackRock, Inc. Added +545,719+545.7k
Universal- Beteiligungs- und Servicegesellschaft mbH New +398,679+398.7k
STATE STREET CORP Added +378,051+378.1k
Hood River Capital Management LLC Added +354,104+354.1k

Biggest sellers

CITADEL ADVISORS LLC Reduced -2,340,782-2.3m
TWO SIGMA INVESTMENTS, LP Reduced -1,982,113-2.0m
JANE STREET GROUP, LLC Sold out -1,412,183-1.4m
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -1,321,245-1.3m
GOLDMAN SACHS GROUP INC Reduced -670,908-670.9k
NEXT CENTURY GROWTH INVESTORS LLC Sold out -480,430-480.4k
TRUIST FINANCIAL CORP Reduced -400,000-400.0k
Lighthouse Investment Partners, LLC Sold out -359,749-359.7k
TWO SIGMA ADVISERS, LP Sold out -302,300-302.3k
Granahan Investment Management, LLC Reduced -260,807-260.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $34.6m4.0m shares
CITADEL ADVISORS LLC Reduced $12.3m1.4m shares
PEAK6 LLC Reduced $9.3m1.1m shares
JANE STREET GROUP, LLC Added $9.1m1.0m shares
IMC-Chicago, LLC Added $6.5m744.9k shares
GROUP ONE TRADING LLC Reduced $6.5m739.9k shares
Point72 Asset Management, L.P. Added $4.4m504.7k shares
SIMPLEX TRADING, LLC Reduced $4.1m472.1k shares
JPMORGAN CHASE & CO New $3.1m400.0k shares
BARCLAYS PLC Unchanged $3.1m350.0k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $8.9m1.0m shares
CITADEL ADVISORS LLC Added $6.0m682.0k shares
JANE STREET GROUP, LLC Added $4.9m557.8k shares
GROUP ONE TRADING LLC Added $4.4m506.2k shares
JPMORGAN CHASE & CO New $3.9m500.0k shares
IMC-Chicago, LLC Reduced $3.9m441.7k shares
SIMPLEX TRADING, LLC Added $2.1m237.5k shares
Walleye Trading LLC Added $1.8m201.9k shares
LOGAN CAPITAL MANAGEMENT INC New $1.1m120.2k shares
BARCLAYS PLC New $1.0m116.7k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
STATE STREET CORP 13G · institution +2.2 pts · filed 2026-08-07 7.7% +2.2 pts 11.3m≈ $82.3m 2026-08-07
PRICE T ROWE ASSOCIATES INC /MD/ 13G · institution new · filed 2026-08-14 6.8% new 10.0m≈ $72.8m 2026-08-14
BlackRock, Inc. 13G · institution +1.0 pts · filed 2026-04-27 6.5% +1.0 pts 9.3m≈ $67.8m 2026-04-27
VAN ECK ASSOCIATES CORP 13G · institution -1.4 pts · filed 2026-08-14 5.8% -1.4 pts 8.6m≈ $62.1m 2026-08-14

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)

Insider purchases and sales in Q1 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 3 buyingQ3 24: 0 sellingQ3 24Q4 24: 2 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 1 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20240—0——
Q3 20243$58.1k0——
Q4 20242$420.7k0——
Q1 20250—0——
Q2 20250—0——
Q3 20251$613.0k0——
Q4 20250—0——
Q1 20260—0——

None reported in Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VAN ECK ASSOCIATES CORP 0.07% of their portfolio NEW YORK, NY 10,369,69510.4m $90.5m $90.5m 0.07% New
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 9,883,0389.9m $86.3m $86.3m 0.00% Added +545.7k +545,719
3 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 8,047,0778.0m $70.3m $70.3m 0.00% Added +378.1k +378,051
4 Driehaus Capital Management LLC 0.34% of their portfolio Chicago, IL 5,345,7105.3m $46.7m $46.7m 0.34% Added +4.1m +4,052,162
5 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 5,200,4865.2m $45.4m $45.4m 0.00% First filing
6 Hood River Capital Management LLC 0.24% of their portfolio PALM BEACH GARDENS, FL 2,759,3762.8m $24.1m $24.1m 0.24% Added +354.1k +354,104
7 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 2,716,8762.7m $23.7m $23.7m 0.00% Added +61.0k +60,954
8 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 2,239,8012.2m $19.6m $19.6m 0.00% New
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,012,5762.0m $17.6m $17.6m 0.00% Added +728.9k +728,940
10 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 1,728,8181.7m $15.1m $15.1m 0.02% Reduced -400.0k -400,000
11 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 1,253,5281.3m $10.9m $10.9m 0.01% Added +1.2m +1,232,683
12 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 1,232,6881.2m $10.8m $10.8m 0.00% First filing
13 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,203,2201.2m $10.5m $10.5m 0.00% Added +54.9k +54,862
14 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 983,473983.5k $8.6m $8.6m 0.00% Added +94.0k +94,004
15 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 939,589939.6k $8.2m $8.2m 0.01% Reduced -2.0m -1,982,113
16 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 831,164831.2k $7.3m $7.3m 0.00% First filing
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 808,705808.7k $7.1m $7.1m 0.01% Reduced -1.3m -1,321,245
18 GROUP ONE TRADING LLC 0.21% of their portfolio CHICAGO, IL 720,730720.7k $6.3m $6.3m 0.21% Added +639.8k +639,808
19 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 673,872673.9k $5.9m $5.9m 0.00% Reduced -670.9k -670,908
20 Man Group plc 0.01% of their portfolio LONDON, X0 660,114660.1k $5.8m $5.8m 0.01% Added +319.7k +319,704
21 TANAKA CAPITAL MANAGEMENT INC 8.98% of their portfolio NEW YORK, NY 615,975616.0k $5.4m $5.4m 8.98% Unchanged
22 McGowan Group Asset Management, Inc. 0.49% of their portfolio DALLAS, TX 444,273444.3k $3.9m $3.9m 0.49% Added +2.8k +2,838
23 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 426,550426.6k $3.7m $3.7m 0.00% Added +59.3k +59,332
24 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 404,245404.2k $3.5m $3.5m 0.00% Reduced -2.3m -2,340,782
25 Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio FRANKFURT AM MAIN, 2M 398,679398.7k $3.5m $3.5m 0.01% New
26 Faithward Advisors, LLC 1.10% of their portfolio LANCASTER, PA 375,718375.7k $7.7m $7.7m 1.10% Added +141.0k +141,040
27 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 336,733336.7k $2.9m $2.9m 0.00% Reduced -32.7k -32,729
28 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 335,409335.4k $2.9m $2.9m 0.00% Reduced -71.0k -71,007
29 HITE Hedge Asset Management LLC 0.16% of their portfolio BRAINTREE, MA 333,708333.7k $2.9m $2.9m 0.16% New
30 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 313,005313.0k $2.7m $2.7m 0.00% Added +20.5k +20,545
31 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 309,780309.8k $2.7m $2.7m 0.01% Added +60.9k +60,902
32 Orchard Capital Management, LLC 3.48% of their portfolio CHICAGO, IL 304,623304.6k $2.7m $2.7m 3.48% Unchanged
33 Squarepoint Ops LLC 0.01% of their portfolio NEW YORK, NY 288,583288.6k $2.5m $2.5m 0.01% Added +245.0k +245,041
34 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 287,020287.0k $2.5m $2.5m 0.00% Added +58.1k +58,052
35 HOWARD FINANCIAL SERVICES, LTD. 0.24% of their portfolio DALLAS, TX 248,031248.0k $2.2m $2.2m 0.24% New
36 Swiss National Bank 0.00% of their portfolio ZURICH, V8 232,800232.8k $2.0m $2.0m 0.00% Unchanged
37 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 224,469224.5k $1.8m $1.8m 0.00% Reduced -46.3k -46,261
38 Granahan Investment Management, LLC 0.09% of their portfolio WALTHAM, MA 218,184218.2k $1.9m $1.9m 0.09% Reduced -260.8k -260,807
39 Kera Capital Partners, Inc. 0.23% of their portfolio SACRAMENTO, CA 215,008215.0k $1.9m $1.9m 0.23% Added +61.5k +61,493
40 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 203,932203.9k $1.8m $1.8m 0.00% Added +76.5k +76,497
41 TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio STAMFORD, CT 202,215202.2k $1.8m $1.8m 0.01% New
42 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 194,539194.5k $1.7m $1.7m 0.00% Reduced -108.0k -107,972
43 Daiwa Securities Group Inc. 0.00% of their portfolio CHIYODA-KU,TOKYO, M0 185,100185.1k $1.6m $1.6m 0.00% New
44 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 177,813177.8k $1.6m $1.6m 0.00% Added +33.4k +33,413
45 Miller Global Investments, LLC 1.36% of their portfolio DALLAS, TX 169,942169.9k $1.5m $1.5m 1.36% Reduced -1.7k -1,703
46 Financial Sense Advisors, Inc. 0.29% of their portfolio SAN DIEGO, CA 163,602163.6k $1.4m $1.4m 0.29% New
47 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 162,483162.5k $1.4m $1.4m 0.00% Reduced -58.8k -58,816
48 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 148,212148.2k $1.3m $1.3m 0.00% Added +77.4k +77,399
49 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 138,380138.4k $1.2m $1.2m 0.00% Added +19.7k +19,668
50 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 135,358135.4k $1.2m $1.2m 0.00% Added +69.5k +69,546
51 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 134,472134.5k $1.2m $1.2m 0.00% Added +14.9k +14,882
52 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 134,064134.1k $1.2m $1.2m 0.00% Added +6.5k +6,540
53 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 123,546123.5k $1.1m $1.1m 0.00% Added +93.2k +93,250
54 Brevan Howard Capital Management LP 0.01% of their portfolio ST. HELIER, Y9 121,752121.8k $1.1m $1.1m 0.01% New
55 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 119,385119.4k $1.0m $1.0m 0.00% Reduced -43.8k -43,781
56 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 115,200115.2k $578.3k $578.3k 0.00% Added +30.9k +30,900
57 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 112,293112.3k $980.3k $980.3k 0.00% Reduced -884 -884
58 Legal & General Group Plc 0.00% of their portfolio London, X0 106,962107.0k $933.7k $933.7k 0.00% Reduced -13.7k -13,748
59 FMR LLC 0.00% of their portfolio BOSTON, MA 105,197105.2k $918.4k $918.4k 0.00% Added +103.5k +103,544
60 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 104,402104.4k $911.4k $911.4k 0.00% Reduced -30.9k -30,894
61 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 103,346103.3k $902.2k $902.2k 0.00% Reduced -56.3k -56,270
62 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 100,187100.2k $874.6k $874.6k 0.00% Added +7.3k +7,298
63 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 94,20394.2k $822.4k $822.4k 0.00% Added +7.5k +7,488
64 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 84,31284.3k $737.0k $737.0k 0.00% Added +21.2k +21,227
65 VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio London, EC4N 8AF, X0 77,99478.0k $680.9k $680.9k 0.00% First filing
66 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 75,23675.2k $656.8k $656.8k 0.00% First filing
67 Cypress Point Wealth Management, LLC 0.14% of their portfolio DALLAS, TX 74,07174.1k $646.6k $646.6k 0.14% Unchanged
68 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 74,03274.0k $646.3k $646.3k 0.02% New
69 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 73,26973.3k $639.6k $639.6k 0.00% Reduced -2.3k -2,292
70 Brooklands Fund Management Ltd 0.80% of their portfolio LONDON, X0 70,00070.0k $611.1k $611.1k 0.80% Unchanged
71 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 67,90767.9k $592.8k $592.8k 0.00% Added +11.7k +11,671
72 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 66,52366.5k $580.7k $580.7k 0.00% Added +19.1k +19,089
73 KIECKHEFER GROUP LLC 0.27% of their portfolio MEQUON, WI 66,00066.0k $576.2k $576.2k 0.27% Unchanged
74 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 63,52163.5k $554.5k $554.5k 0.00% New
75 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 61,28261.3k $535.0k $535.0k 0.00% Reduced -5.7k -5,719
76 State of Alaska, Department of Revenue 0.01% of their portfolio JUNEAU, AK 60,07560.1k $524.0k $524.0k 0.01% Unchanged
77 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 55,73555.7k $486.6k $486.6k 0.00% Added +508 +508
78 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 54,90054.9k $480.9k $480.9k 0.00% Unchanged
79 HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 0.04% of their portfolio SINGAPORE, U0 54,13954.1k $472.6k $472.6k 0.04% Added +16.6k +16,587
80 Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio ZURICH, V8 52,01652.0k $454.1k $454.1k 0.00% Added +6.8k +6,819
81 TUCKER ASSET MANAGEMENT LLC 0.13% of their portfolio LITTLETON, CO 51,34851.3k $448.3k $448.3k 0.13% Reduced -2.4k -2,364
82 AXQ CAPITAL, LP 0.06% of their portfolio JERSEY CITY, NJ 51,13551.1k $446.4k $446.4k 0.06% Added +10.8k +10,829
83 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 50,98151.0k $445.1k $445.1k 0.01% Added +2.5k +2,518
84 Walleye Trading LLC 0.01% of their portfolio NEW YORK, NY 50,43650.4k $440.3k $440.3k 0.01% New
85 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 50,00050.0k $436.5k $436.5k 0.01% Reduced -27.8k -27,800
86 GAM Holding AG 0.04% of their portfolio Zurich, V8 50,00050.0k $436.5k $436.5k 0.04% Reduced -150.0k -150,000
87 Freestone Capital Holdings, LLC 0.01% of their portfolio Seattle, WA 50,00050.0k $436.5k $436.5k 0.01% Unchanged
88 Beirne Wealth Consulting Services, LLC 0.12% of their portfolio SHELTON, CT 49,00049.0k $427.8k $427.8k 0.12% Reduced -1.0k -1,000
89 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 44,97745.0k $392.6k $392.6k 0.00% New
90 Worth Venture Partners, LLC 1.24% of their portfolio FORT LEE, NJ 44,65044.6k $389.8k $389.8k 1.24% Added +21.4k +21,450
91 HARBOR CAPITAL ADVISORS, INC. 0.03% of their portfolio CHICAGO, IL 44,29544.3k $387.0k $387.0k 0.03% Reduced -51.6k -51,599
92 Verity Asset Management, Inc. 0.16% of their portfolio DURHAM, NC 42,95143.0k $375.0k $375.0k 0.16% New
93 CastleKnight Management LP 0.02% of their portfolio New York, NY 41,75041.8k $364.5k $364.5k 0.02% Reduced -41.8k -41,750
94 Jaffetilchin Investment Partners, LLC 0.02% of their portfolio TAMPA, FL 40,34840.3k $352.2k $352.2k 0.02% Reduced -6.2k -6,202
95 TRANSCEND CAPITAL ADVISORS, LLC 0.03% of their portfolio MADISON, NJ 39,70939.7k $346.7k $346.7k 0.03% New
96 Wealth Quarterback LLC 0.14% of their portfolio TOMS RIVER, NJ 39,59239.6k $345.6k $345.6k 0.14% Added +4.0k +3,973
97 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 39,39539.4k $343.9k $343.9k 0.00% Added +34.4k +34,395
98 SHP Wealth Management 0.03% of their portfolio PLYMOUTH, MA 38,27138.3k $334.1k $334.1k 0.03% Unchanged
99 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 37,00837.0k $323.1k $323.1k 0.00% Added +26.0k +26,040
100 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 35,56735.6k $310.5k $310.5k 0.00% Added +14.6k +14,638