B. Riley Wealth Advisors’s Sprott Physical Silver Trust PSLV Stock Holding History

B. Riley Wealth Advisors’s Portfolio PSLV Stock Details PSLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$374K	Buy	20,175 +4,325	+27%	+$102K	0.02%	552
2026 Q1	$360K	Buy	15,850 +3,100	+24%	+$84.6K	0.02%	527
2025 Q4	$302K	Hold	12,750	–	–	0.01%	707
2025 Q3	$200K	Hold	12,750	–	–	0.01%	898
2025 Q2	$156K	Buy	+12,750	New	+$144K	0.01%	921
2024 Q4	$123K	Hold	12,750	–	–	﹤0.01%	1088
2024 Q3	$137K	Sell	12,750 -2,625	-17%	-$26.3K	﹤0.01%	1184
2024 Q2	$153K	Buy	15,375 +25	+0.2%	+$243	﹤0.01%	1273
2024 Q1	$116K	Hold	15,350	–	–	﹤0.01%	1341
2023 Q4	$124K	Hold	15,350	–	–	﹤0.01%	1308
2023 Q3	$116K	Sell	15,350 -2,700	-15%	-$21.7K	﹤0.01%	1341
2023 Q2	$141K	Buy	18,050 +1,700	+10%	+$14.1K	﹤0.01%	1393
2023 Q1	$136K	Buy	16,350 +1,400	+9%	+$10.8K	﹤0.01%	1347
2022 Q4	$123K	Sell	14,950 -1,835	-11%	-$13.4K	﹤0.01%	1335
2022 Q3	$112K	Buy	+16,785	New	+$111K	﹤0.01%	1310
2020 Q4	–	Sell	-11,700	Closed	-$97K	–	1082
2020 Q3	$97K	Buy	+11,700	New	+$102K	0.01%	896

Other funds holding PSLV

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM