| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| GEORGE W WHITNEY | 41% | $90,836,522 | 12,258,640 | W. Whitney George | 30 Dec 2024 |
| Filer | Ownership | Nb Shares | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| SPROTT INC. | 51% | 15,219,058 | +0.93% | 4.7% | $126,429,285 |
| ROYAL BANK OF CANADA | 2.1% | 620,962 | +6.7% | 0% | $5,160,000 |
| Shaker Financial Services, LLC | 1.6% | 474,364 | +3.2% | 1.4% | $3,941,965 |
| LPL Financial LLC | 1.5% | 443,037 | -1.6% | 0% | $3,681,641 |
| Integrated Wealth Concepts LLC | 0.96% | 287,121 | -5.8% | 0.02% | $2,385,976 |
| MORGAN STANLEY | 0.94% | 280,561 | +5.7% | 0% | $2,331,462 |
| Essex Financial Services, Inc. | 0.73% | 218,447 | -0.08% | 0.11% | $1,815,294 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.58% | 174,865 | +20% | 0.22% | $1,453,128 |
| AQR Arbitrage LLC | 0.47% | 140,061 | -12% | 0.03% | $1,162,506 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 0.46% | 138,901 | +46% | 0.07% | $1,154,267 |
| 1607 Capital Partners, LLC | 0.46% | 137,368 | -6.7% | 0.09% | $1,141,528 |
| UBS Group AG | 0.4% | 120,586 | -0.71% | 0% | $1,002,070 |
| WELLS FARGO & COMPANY/MN | 0.33% | 98,589 | +2.1% | 0% | $819,275 |
| CAPTRUST FINANCIAL ADVISORS | 0.28% | 84,108 | +1.1% | 0% | $698,940 |
| SAPIENT CAPITAL LLC | 0.26% | 79,187 | -3.8% | 0.01% | $657,252 |
| RAYMOND JAMES FINANCIAL INC | 0.15% | 45,493 | +127% | 0% | $378,047 |
| Hara Capital LLC | 0.15% | 44,633 | -35% | 0.22% | $370,900 |
| OSAIC HOLDINGS, INC. | 0.14% | 42,900 | -15% | 0% | $356,362 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 0.1% | 29,114 | -14% | 0.03% | $241,936 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 0.09% | 25,504 | +3.3% | 0.01% | $211,942 |
| CoreCap Advisors, LLC | 0.07% | 21,871 | +3.3% | 0.01% | $181,750 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.07% | 21,570 | -24% | 0% | $179,031 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.06% | 19,146 | +1.5% | 0% | $159,103 |
| BANK OF AMERICA CORP /DE/ | 0.06% | 17,720 | +1.6% | 0% | $147,253 |
| Waverly Advisors, LLC | 0.04% | 10,796 | +3.3% | 0% | $89,715 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (% of par) | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 18,823,653 | $156,380,735 | +$1,537,791 | 831% | 33 |
| 2025 Q2 | 18,639,822 | $139,382,654 | +$1,986,910 | 748% | 33 |
| 2025 Q1 | 18,374,511 | $136,141,636 | -$504,815 | 741% | 33 |
| 2024 Q4 | 18,602,467 | $136,102,543 | +$1,219,527 | 731.5% | 37 |
| 2024 Q3 | 18,431,262 | $142,080,632 | +$2,013,129 | 770% | 33 |
| 2024 Q2 | 18,170,533 | $136,057,673 | -$1,179,211 | 748% | 32 |
| 2024 Q1 | 18,168,325 | $146,028,631 | +$113,988,764 | 803.99% | 33 |
| 2023 Q4 | 3,774,485 | $30,195,202 | -$407,569 | 800% | 31 |
| 2023 Q3 | 4,088,232 | $30,785,121 | +$131,304 | 753% | 31 |
| 2023 Q2 | 4,069,691 | $32,354,291 | +$115,094 | 795% | 29 |
| 2023 Q1 | 4,035,968 | $32,671,200 | -$2,793,724 | 809.5% | 29 |
| 2022 Q4 | 4,450,927 | $35,472,392 | -$1,056,158 | 797% | 31 |
| 2022 Q3 | 4,540,518 | $31,261,000 | +$1,062,769 | 687.98% | 29 |
| 2022 Q2 | 4,472,485 | $33,816,000 | -$499,226 | 756.01% | 27 |
| 2022 Q1 | 4,462,101 | $40,462,000 | -$4,506,032 | 906.98% | 26 |
| 2021 Q4 | 5,002,503 | $43,020,000 | -$4,390,273 | 859.98% | 29 |
| 2021 Q3 | 5,353,435 | $44,369,000 | -$4,261,271 | 829.1% | 28 |
| 2021 Q2 | 5,861,765 | $49,856,000 | -$1,717,685 | 850.51% | 31 |
| 2021 Q1 | 6,065,651 | $47,327,000 | -$5,048,769 | 780% | 31 |
| 2020 Q4 | 6,754,822 | $46,601,000 | +$3,675,327 | 690.01% | 30 |
| 2020 Q3 | 6,379,991 | $37,951,000 | +$2,371,945 | 594.94% | 32 |
| 2020 Q2 | 5,981,243 | $35,274,000 | +$3,368,796 | 590.02% | 30 |
| 2020 Q1 | 5,414,778 | $27,306,000 | -$2,384,375 | 504.36% | 27 |
| 2019 Q4 | 5,725,676 | $42,147,000 | +$2,455,352 | 736% | 27 |
| 2019 Q3 | 5,319,747 | $35,856,000 | +$1,757,064 | 673.91% | 28 |
| 2019 Q2 | 5,059,279 | $34,088,000 | -$3,383,806 | 673.93% | 28 |
| 2019 Q1 | 5,560,640 | $38,020,376 | -$1,362,898 | 684.6% | 24 |
| 2018 Q4 | 5,808,908 | $33,570,000 | -$1,349,722 | 578.03% | 32 |
| 2018 Q3 | 5,987,798 | $44,163,000 | +$5,079,328 | 738.08% | 34 |
| 2018 Q2 | 5,304,931 | $41,471,000 | -$3,488,377 | 781.86% | 33 |
| 2018 Q1 | 5,752,276 | $44,807,000 | -$2,944,278 | 779.06% | 33 |
| 2017 Q4 | 6,118,780 | $48,476,000 | +$3,363,394 | 792.03% | 34 |
| 2017 Q3 | 5,680,908 | $43,929,000 | +$4,081,059 | 772.95% | 32 |
| 2017 Q2 | 5,157,733 | $38,018,000 | +$2,682,045 | 737% | 30 |
| 2017 Q1 | 4,793,388 | $35,601,000 | +$175,236 | 743.07% | 31 |
| 2016 Q4 | 4,780,906 | $33,187,000 | -$410,869 | 694.02% | 34 |
| 2016 Q3 | 4,842,524 | $33,408,000 | +$705,855 | 690.1% | 36 |
| 2016 Q2 | 4,817,050 | $30,917,355 | +$2,728,607 | 641.95% | 38 |
| 2016 Q1 | 4,604,771 | $28,041,000 | +$837,847 | 608.82% | 44 |
| 2015 Q4 | 4,526,566 | $26,226,000 | -$569,814 | 579.77% | 43 |
| 2015 Q3 | 4,258,001 | $25,165,590 | +$2,019,722 | 591.03% | 36 |
| 2015 Q2 | 3,878,711 | $27,460,283 | +$2,607,904 | 707.97% | 32 |
| 2015 Q1 | 3,486,044 | $25,307,149 | +$24,030,182 | 725.98% | 29 |