Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing AEM Share Count |
Norden Group LLC |
4,390 |
141,417 |
+137,027 |
+3121.34% |
JJJ Advisors Inc. |
140 |
709 |
+569 |
+406.43% |
Financial Sense Advisors Inc. |
13,198 |
62,330 |
+49,132 |
+372.27% |
CWM LLC |
5,802 |
9,168 |
+3,366 |
+58.01% |
Bruce G. Allen Investments LLC |
594 |
713 |
+119 |
+20.03% |
Uncommon Cents Investing LLC |
19,105 |
20,930 |
+1,825 |
+9.55% |
Kohmann Bosshard Financial Services LLC |
5,500 |
6,000 |
+500 |
+9.09% |
Maryland State Retirement & Pension System |
135,808 |
148,005 |
+12,197 |
+8.98% |
Pacifica Partners Inc. |
967 |
1,032 |
+65 |
+6.72% |
Royal Fund Management LLC |
24,951 |
26,412 |
+1,461 |
+5.86% |
Galibier Capital Management Ltd. |
463,086 |
489,610 |
+26,524 |
+5.73% |
Gulf International Bank UK Ltd |
4,804 |
5,030 |
+226 |
+4.70% |
Massmutual Trust Co. FSB ADV |
283 |
294 |
+11 |
+3.89% |
A. D. Beadell Investment Counsel Inc. |
7,750 |
8,050 |
+300 |
+3.87% |
Foundation Resource Management Inc. |
307,524 |
318,828 |
+11,304 |
+3.68% |
Banque Cantonale Vaudoise |
6,021 |
6,190 |
+169 |
+2.81% |
Azzad Asset Management Inc. ADV |
60,215 |
61,631 |
+1,416 |
+2.35% |
Murphy Pohlad Asset Management LLC |
58,916 |
60,182 |
+1,266 |
+2.15% |
Harbor Investment Advisory LLC |
18,664 |
18,784 |
+120 |
+0.64% |
Coastal Investment Advisors Inc. |
15,602 |
15,605 |
+3 |
+0.02% |
13F Filers Reporting New Positions In AEM |
Confluence Investment Management LLC |
0 |
18,816 |
+18,816 |
+100% |
Welch Group LLC |
0 |
3,752 |
+3,752 |
+100% |
IMC Chicago LLC |
0 |
21,810 |
+21,810 |
+100% |
Annex Advisory Services LLC |
0 |
55,459 |
+55,459 |
+100% |
Financial Management Professionals Inc. |
0 |
190 |
+190 |
+100% |
St. Johns Investment Management Company LLC |
0 |
900 |
+900 |
+100% |
Sunbelt Securities Inc. |
0 |
1,108 |
+1,108 |
+100% |
Clarius Group LLC |
0 |
3,359 |
+3,359 |
+100% |
Wealthcare Advisory Partners LLC |
0 |
7,148 |
+7,148 |
+100% |
Benson Investment Management Company Inc. |
0 |
88,628 |
+88,628 |
+100% |
Red Cedar Investment Management LLC |
0 |
15,156 |
+15,156 |
+100% |
All Season Financial Advisors Inc. |
0 |
6,221 |
+6,221 |
+100% |
GoalVest Advisory LLC |
0 |
950 |
+950 |
+100% |
Palliser Capital UK Ltd |
0 |
53,500 |
+53,500 |
+100% |
Global Assets Advisory LLC |
0 |
45,117 |
+45,117 |
+100% |
Stapp Wealth Management Pllc |
0 |
3,720 |
+3,720 |
+100% |
Stephens Consulting LLC |
0 |
500 |
+500 |
+100% |
13F Filers With Unchanged Share Count |
Mcrae Capital Management Inc. |
8,000 |
8,000 |
UNCH |
0.00% |
Caldwell Sutter Capital Inc. |
380 |
380 |
UNCH |
0.00% |
NBC Securities Inc. |
353 |
353 |
UNCH |
0.00% |
ST Germain D J Co. Inc. |
44 |
44 |
UNCH |
0.00% |
Toth Financial Advisory Corp |
25 |
25 |
UNCH |
0.00% |
Baker Ellis Asset Management LLC |
6,649 |
6,649 |
UNCH |
0.00% |
Fruth Investment Management |
6,325 |
6,325 |
UNCH |
0.00% |
Asset Dedication LLC |
79 |
79 |
UNCH |
0.00% |
Lowe Wealth Advisors LLC |
112 |
112 |
UNCH |
0.00% |
Tradewinds Capital Management LLC |
118 |
118 |
UNCH |
0.00% |
Evanson Asset Management LLC |
3,823 |
3,823 |
UNCH |
0.00% |
Robinson Value Management Ltd. |
2,000 |
2,000 |
UNCH |
0.00% |
Sawyer & Company Inc |
325 |
325 |
UNCH |
0.00% |
Sound Income Strategies LLC |
30 |
30 |
UNCH |
0.00% |
Pflug Koory LLC |
1,831 |
1,831 |
UNCH |
0.00% |
Aspire Private Capital LLC |
21 |
21 |
UNCH |
0.00% |
Cedar Mountain Advisors LLC |
15 |
15 |
UNCH |
0.00% |
Salvus Wealth Management LLC |
18,562 |
18,562 |
UNCH |
0.00% |
JTC Employer Solutions Trusteee Ltd |
1,680 |
1,680 |
UNCH |
0.00% |
Red Tortoise LLC |
7,269 |
7,269 |
UNCH |
0.00% |
City State Bank |
159 |
159 |
UNCH |
0.00% |
Armstrong Advisory Group Inc. |
32 |
32 |
UNCH |
0.00% |
GAMMA Investing LLC |
15 |
15 |
UNCH |
0.00% |
13F Filers Decreasing AEM Share Count |
International Assets Investment Management LLC |
189,233 |
3,650 |
-185,583 |
-98.07% |
Cutler Group LP |
50,297 |
2,370 |
-47,927 |
-95.29% |
CVA Family Office LLC |
656 |
42 |
-614 |
-93.60% |
AdvisorNet Financial Inc |
769 |
326 |
-443 |
-57.61% |
Addenda Capital Inc. |
11,197 |
7,627 |
-3,570 |
-31.88% |
David R. Rahn & Associates Inc. |
9,020 |
6,371 |
-2,649 |
-29.37% |
Veriti Management LLC |
6,416 |
4,639 |
-1,777 |
-27.70% |
Hexagon Capital Partners LLC |
430 |
334 |
-96 |
-22.33% |
Allspring Global Investments Holdings LLC |
182,330 |
164,382 |
-17,948 |
-9.84% |
Tevis Investment Management |
57,191 |
53,885 |
-3,306 |
-5.78% |
Wealth Enhancement Advisory Services LLC |
19,297 |
18,524 |
-773 |
-4.01% |
Portside Wealth Group LLC |
21,297 |
20,653 |
-644 |
-3.02% |
Sumitomo Mitsui Trust Holdings Inc. |
1,412,452 |
1,369,967 |
-42,485 |
-3.01% |
Washington Capital Management Inc. |
30,045 |
29,565 |
-480 |
-1.60% |
First Citizens Bank & Trust Co. |
7,046 |
7,004 |
-42 |
-0.60% |
13F Filers Exiting AEM |
Arlington Trust Co LLC |
21 |
0 |
-21 |
-100.00% |
Eaton Financial Holdings Company LLC |
17,381 |
0 |
-17,381 |
-100.00% |
McGlone Suttner Wealth Management Inc. |
353 |
0 |
-353 |
-100.00% |
Iron Horse Wealth Management LLC |
86 |
0 |
-86 |
-100.00% |
Ridgewood Investments LLC |
3,800 |
0 |
-3,800 |
-100.00% |
Flagship Harbor Advisors LLC |
8,694 |
0 |
-8,694 |
-100.00% |
Exchange Traded Concepts LLC |
53 |
0 |
-53 |
-100.00% |
Equinox Partners Investment Management LLC |
29,504 |
0 |
-29,504 |
-100.00% |