Filing Research | TRILOGY METALS INC NEW Institutional Holdings

Snapshot holdings

19 / 19 loaded

#		Instrument	quantity
1	Cypress Wealth Services, LLC	Shares	21.1KSH	$74.1K
2	PFG Investments, LLC	Shares	16.6KSH	$58.3K
3	Pettinga Financial Advisors LLC	Shares	15.2KSH	$53.4K
4	AdvisorNet Financial, Inc	Shares	7.8KSH	$27.5K
5	CoreCap Advisors, LLC	Shares	4.1KSH	$14.4K
6	Farther Finance Advisors, LLC	Shares	2.4KSH	$8.6K
7	FINANCIAL CONSULATE, INC	Shares	1.1KSH	$3.9K
8	Hickory Point Bank & Trust	Shares	1.0KSH	$3.5K
9	SBI Securities Co., Ltd.	Shares	626SH	$2.2K
10	SJS Investment Consulting Inc.	Shares	523SH	$1.8K
11	Tradewinds Capital Management, LLC	Shares	475SH	$1.7K
12	ENTRUST FINANCIAL LLC	Shares	300SH	$1.1K
13	MassMutual Private Wealth & Trust, FSB	Shares	300SH	$1.1K
14	Atlantic Edge Private Wealth Management, LLC	Shares	200SH	$702
15	Spire Wealth Management	Shares	150SH	$527
16	Physician Wealth Advisors, Inc.	Shares	132SH	$464
17	EVOLUTION WEALTH MANAGEMENT INC.	Shares	50SH	$176
18	EverSource Wealth Advisors, LLC	Shares	44SH	$154
19	IFP Advisors, Inc	Shares	22SH	$77

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

23 / 23 loaded

#		Instrument
1	CoreCap Advisors, LLC added	Shares	+3.0K	+$10.6K	$14.4K
2	PFG Investments, LLC added	Shares	+1.4K	+$3.5K	$58.3K
3	Hickory Point Bank & Trust new	Shares	+1.0K	+$3.5K	$3.5K
4	SBI Securities Co., Ltd. new	Shares	+626	+$2.2K	$2.2K
5	SJS Investment Consulting Inc. new	Shares	+523	+$1.8K	$1.8K
6	Physician Wealth Advisors, Inc. new	Shares	+132	+$464	$464
7	EverSource Wealth Advisors, LLC new	Shares	+44	+$154	$154
8	IFP Advisors, Inc unchanged	Shares	0	-$2	$77
9	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	-$4	$176
10	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	-$16	$702
11	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	-$24	$1.1K
12	Tradewinds Capital Management, LLC unchanged	Shares	0	-$38	$1.7K
13	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$88	$3.9K
14	ENTRUST FINANCIAL LLC trimmed	Shares	-45	-$186	$1.1K
15	Farther Finance Advisors, LLC added	Shares	+11	-$593	$8.6K
16	AdvisorNet Financial, Inc unchanged	Shares	0	-$627	$27.5K
17	Pettinga Financial Advisors LLC unchanged	Shares	0	-$1.2K	$53.4K
18	Cypress Wealth Services, LLC unchanged	Shares	0	-$1.7K	$74.1K
19	Activest Wealth Management exited	Shares	-1.0K	-$3.6K	$0
20	Longview Financial Advisors, Inc. exited	Shares	-1.3K	-$4.8K	$0
21	Spire Wealth Management trimmed	Shares	-1.5K	-$5.3K	$527
22	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC exited	Shares	-12.5K	-$47.2K	$0
23	Targeted Financial Services LLC exited	Shares	-51.3K	-$184.2K	$0