Filing Research | NORTHERN DYNASTY MINERALS LTD COM NEW Institutional Holdings

Snapshot holdings

50 / 51 loaded

#		Instrument	quantity
1	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	431.3KSH	$828.1K
2	Rathbones Group PLC	Shares	282.0KSH	$538.6K
3	RFG Advisory, LLC	Shares	202.5KSH	$388.8K
4	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	189.8KSH	$364.3K
5	Aletheian Wealth Advisors LLC	Shares	168.2KSH	$322.9K
6	BRADY FAMILY WEALTH, LLC	Shares	110.0KSH	$211.2K
7	SBI Securities Co., Ltd.	Shares	105.9KSH	$203.3K
8	Composition Wealth, LLC	Shares	86.0KSH	$165.0K
9	CARY STREET PARTNERS FINANCIAL LLC	Shares	62.0KSH	$119.0K
10	Allegheny Financial Group	Shares	52.1KSH	$100.0K
11	EQUITABLE TRUST CO	Shares	42.3KSH	$81.2K
12	Versant Capital Management, Inc	Shares	40.6KSH	$78.0K
13	Western Reserve Capital Management, LLC	Shares	40.1KSH	$77.0K
14	Sowell Financial Services LLC	Shares	35.3KSH	$67.8K
15	TCFG Investment Advisors, LLC	Shares	26.6KSH	$51.1K
16	Brookstone Capital Management	Shares	26.3KSH	$50.5K
17	Sage Investment Advisers LLC	Shares	26.0KSH	$49.9K
18	Ellsworth Advisors, LLC	Shares	29.5KSH	$49.5K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	28.9KSH	$49.5K
20	True North Advisors, LLC	Shares	22.8KSH	$43.7K
21	Sequoia Financial Advisors, LLC	Shares	22.5KSH	$43.2K
22	OLIO Financial Planning	Shares	22.4KSH	$43.0K
23	Independent Wealth Network Inc.	Shares	16.9KSH	$32.4K
24	PFG Investments, LLC	Shares	16.1KSH	$31.0K
25	ONE PLUS ONE WEALTH MANAGEMENT, LLC	Shares	15.5KSH	$29.7K
26	Wealth Alliance Advisory Group, LLC	Shares	15.3KSH	$29.4K
27	Plancorp, LLC	Shares	17.7KSH	$29.1K
28	COOKSON PEIRCE & CO INC	Shares	12.5KSH	$24.0K
29	WEBSTER BANK, N. A.	Shares	11.5KSH	$22.1K
30	IFC & Insurance Marketing, Inc.	Shares	11.1KSH	$21.3K
31	Investment Planning Advisors, Inc.	Shares	10.4KSH	$20.0K
32	Range Financial Group LLC	Shares	10.0KSH	$19.2K
33	SHEETS SMITH WEALTH MANAGEMENT	Shares	10.0KSH	$19.2K
34	WOLFF WIESE MAGANA LLC	Shares	10.0KSH	$19.2K
35	HHM Wealth Advisors, LLC	Shares	9.8KSH	$18.7K
36	SIGNATUREFD, LLC	Shares	5.2KSH	$9.9K
37	IFP Advisors, Inc	Shares	2.7KSH	$5.2K
38	TOTH FINANCIAL ADVISORY CORP	Shares	2.7KSH	$5.2K
39	Strategic Investment Solutions, Inc. /IL	Shares	2.5KSH	$4.8K
40	Tradewinds Capital Management, LLC	Shares	2.0KSH	$3.8K
41	Aventura Private Wealth, LLC	Shares	1.0KSH	$1.9K
42	FINANCIAL CONSULATE, INC	Shares	1.0KSH	$1.9K
43	Financial Management Professionals, Inc.	Shares	1.0KSH	$1.9K
44	Independence Bank of Kentucky	Shares	525SH	$1.0K
45	CoreCap Advisors, LLC	Shares	519SH	$996
46	Cape Investment Advisory, Inc.	Shares	500SH	$960
47	Key FInancial Inc	Shares	500SH	$960
48	LANARK FINANCIAL, INC.	Shares	500SH	$960
49	Physician Wealth Advisors, Inc.	Shares	237SH	$456
50	Bogart Wealth, LLC	Shares	60SH	$115

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Manager changes2026-06-30 vs 2026-03-31

50 / 55 loaded

#		Instrument
1	Rathbones Group PLC new	Shares	+282.0K	+$538.6K	$538.6K
2	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+10.0K	+$238.3K	$828.1K
3	SBI Securities Co., Ltd. added	Shares	+75.2K	+$160.4K	$203.3K
4	RFG Advisory, LLC unchanged	Shares	0	+$105.3K	$388.8K
5	GRIMES & Co WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$98.7K	$364.3K
6	Aletheian Wealth Advisors LLC unchanged	Shares	0	+$87.5K	$322.9K
7	Sowell Financial Services LLC new	Shares	+35.3K	+$67.8K	$67.8K
8	BRADY FAMILY WEALTH, LLC unchanged	Shares	0	+$57.2K	$211.2K
9	EQUITABLE TRUST CO added	Shares	+17.3K	+$46.2K	$81.2K
10	Composition Wealth, LLC unchanged	Shares	0	+$44.7K	$165.0K
11	True North Advisors, LLC new	Shares	+22.8K	+$43.7K	$43.7K
12	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+1.0K	+$33.6K	$119.0K
13	Allegheny Financial Group unchanged	Shares	0	+$27.1K	$100.0K
14	Versant Capital Management, Inc unchanged	Shares	0	+$21.1K	$78.0K
15	Ellsworth Advisors, LLC added	Shares	+9.0K	+$20.9K	$49.5K
16	WOLFF WIESE MAGANA LLC new	Shares	+10.0K	+$19.2K	$19.2K
17	TCFG Investment Advisors, LLC added	Shares	+2.0K	+$16.6K	$51.1K
18	Brookstone Capital Management added	Shares	+1.9K	+$16.3K	$50.5K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.0K	+$12.4K	$49.5K
20	Sequoia Financial Advisors, LLC added	Shares	+265	+$12.1K	$43.2K
21	OLIO Financial Planning unchanged	Shares	0	+$11.7K	$43.0K
22	Sage Investment Advisers LLC unchanged	Shares	0	+$11.4K	$49.9K
23	Independent Wealth Network Inc. added	Shares	+1.3K	+$10.5K	$32.4K
24	Wealth Alliance Advisory Group, LLC unchanged	Shares	0	+$8.0K	$29.4K
25	IFC & Insurance Marketing, Inc. added	Shares	+750	+$6.8K	$21.3K
26	COOKSON PEIRCE & CO INC unchanged	Shares	0	+$6.5K	$24.0K
27	HHM Wealth Advisors, LLC added	Shares	+762	+$6.1K	$18.7K
28	WEBSTER BANK, N. A. unchanged	Shares	0	+$6.0K	$22.1K
29	SIGNATUREFD, LLC added	Shares	+1.9K	+$5.3K	$9.9K
30	Range Financial Group LLC unchanged	Shares	0	+$5.2K	$19.2K
31	SHEETS SMITH WEALTH MANAGEMENT unchanged	Shares	0	+$5.2K	$19.2K
32	TOTH FINANCIAL ADVISORY CORP new	Shares	+2.7K	+$5.2K	$5.2K
33	Strategic Investment Solutions, Inc. /IL new	Shares	+2.5K	+$4.8K	$4.8K
34	Tradewinds Capital Management, LLC new	Shares	+2.0K	+$3.8K	$3.8K
35	Investment Planning Advisors, Inc. trimmed	Shares	-1.5K	+$3.3K	$20.0K
36	Aventura Private Wealth, LLC new	Shares	+1.0K	+$1.9K	$1.9K
37	IFP Advisors, Inc unchanged	Shares	0	+$1.4K	$5.2K
38	CoreCap Advisors, LLC new	Shares	+519	+$996	$996
39	Cape Investment Advisory, Inc. new	Shares	+500	+$960	$960
40	Key FInancial Inc new	Shares	+500	+$960	$960
41	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$520	$1.9K
42	Physician Wealth Advisors, Inc. new	Shares	+237	+$456	$456
43	Independence Bank of Kentucky unchanged	Shares	0	+$273	$1.0K
44	LANARK FINANCIAL, INC. unchanged	Shares	0	+$260	$960
45	ONE PLUS ONE WEALTH MANAGEMENT, LLC trimmed	Shares	-5.7K	+$57	$29.7K
46	Bogart Wealth, LLC unchanged	Shares	0	+$31	$115
47	FNY Investment Advisers, LLC unchanged	Shares	0	+$13	$48
48	Western Reserve Capital Management, LLC trimmed	Shares	-16.0K	-$1.5K	$77.0K
49	Longview Financial Advisors, Inc. exited	Shares	-2.2K	-$3.1K	$0
50	Financial Management Professionals, Inc. trimmed	Shares	-3.5K	-$4.4K	$1.9K

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