Filing Research | AVINO SILVER & GOLD MINES LT Institutional Holdings

Snapshot holdings

18 / 18 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	61.3KSH	$388.9K
2	Patriot Financial Group Insurance Agency, LLC	Shares	48.8KSH	$309.3K
3	SBI Securities Co., Ltd.	Shares	19.0KSH	$120.3K
4	Arkfeld Wealth Strategies, L.L.C.	Shares	15.0KSH	$98.7K
5	Veracity Capital LLC	Shares	15.4KSH	$97.6K
6	Mountain Capital Investment Advisors Inc.	Shares	11.3KSH	$71.7K
7	Lodestone Wealth Management LLC	Shares	5.0KSH	$31.7K
8	HARBOR INVESTMENT ADVISORY, LLC	Shares	3.0KSH	$19.0K
9	Farther Finance Advisors, LLC	Shares	2.7KSH	$17.1K
10	AdvisorNet Financial, Inc	Shares	732SH	$4.6K
11	Oakworth Capital, Inc.	Shares	600SH	$3.8K
12	CoreCap Advisors, LLC	Shares	500SH	$3.2K
13	EverSource Wealth Advisors, LLC	Shares	230SH	$1.5K
14	Wilkerson Advisory Group LLC	Shares	200SH	$1.3K
15	Physician Wealth Advisors, Inc.	Shares	110SH	$698
16	Decker Retirement Planning Inc.	Shares	80SH	$507
17	FNY Investment Advisers, LLC	Shares	10.0KSH	$63
18	FNY Investment Advisers, LLC	CALL	70SH	$0

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

23 / 23 loaded

#		Instrument
1	SBI Securities Co., Ltd. added	Shares	+4.1K	+$26.5K	$120.3K
2	Veracity Capital LLC added	Shares	+2.4K	+$15.3K	$97.6K
3	EverSource Wealth Advisors, LLC new	Shares	+230	+$1.5K	$1.5K
4	Farther Finance Advisors, LLC added	Shares	+274	+$1.1K	$17.1K
5	Wilkerson Advisory Group LLC added	Shares	+170	+$1.1K	$1.3K
6	AdvisorNet Financial, Inc added	Shares	+50	+$331	$4.6K
7	Lodestone Wealth Management LLC unchanged	Shares	0	+$100	$31.7K
8	FNY Investment Advisers, LLC new	Shares	+10.0K	+$63	$63
9	Oakworth Capital, Inc. unchanged	Shares	0	+$24	$3.8K
10	CoreCap Advisors, LLC unchanged	Shares	0	+$10	$3.2K
11	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$2	$698
12	Decker Retirement Planning Inc. unchanged	Shares	0	+$1	$507
13	FNY Investment Advisers, LLC new	CALL	+70	$0	$0
14	Mountain Capital Investment Advisors Inc. unchanged	Shares	0	-$5.0K	$71.7K
15	Arkfeld Wealth Strategies, L.L.C. added	Shares	+500	-$5.1K	$98.7K
16	Sound Income Strategies, LLC exited	Shares	-1.4K	-$9.6K	$0
17	HARBOR INVESTMENT ADVISORY, LLC trimmed	Shares	-4.0K	-$25.3K	$19.0K
18	Baader Bank Aktiengesellschaft exited	Shares	-29.0K	-$86.5K	$0
19	J.W. COLE ADVISORS, INC. exited	Shares	-14.3K	-$90.7K	$0
20	Themes Management Co LLC exited	Shares	-23.0K	-$145.7K	$0
21	Rathbones Group PLC exited	Shares	-42.2K	-$267.1K	$0
22	Patriot Financial Group Insurance Agency, LLC trimmed	Shares	-57.9K	-$364.9K	$309.3K
23	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-585.8K	-$3.7M	$388.9K