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ARK Genomic Revolution ETF (ARKG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Jefferies Financial Group Inc.
DECREASED
Shares1,500,000 from 1,800,113
Change-300,113 (-17%)
Value$81.3M (+$5.6M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares1,028,563 from 917,632
Change+110,931 (+12%)
Value$55.8M (+$17.2M)
Filed 2026-11-06
Citigroup Inc
DECREASED
Shares689,700 from 2,172,315
Change-1,482,615 (-68%)
Value$37.4M (-$54.0M)
Filed 2026-11-04
Florin Court Capital LLP
INCREASED
Shares266,700 from 27,700
Change+239,000 (+863%)
Value$14.5M (+$13.3M)
Filed 2026-11-02
NTV Asset Management LLC
DECREASED
Shares246,758 from 248,500
Change-1,742 (-1%)
Value$13.4M (+$2.9M)
Filed 2026-10-23
Midwest Financial Partners Investments, Inc.
DECREASED
Shares205,204 from 211,386
Change-6,182 (-3%)
Value$11.1M (+$2.2M)
Filed 2026-10-08
Canal Insurance Co
UNCHANGED
Shares120,000 from 120,000
Change0 (0%)
Value$6.5M (+$1.5M)
Filed 2026-10-20
Gimbal Financial
NEW
Shares119,474
Change+119,474
Value$6.5M
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares73,367 from 75,350
Change-1,983 (-3%)
Value$4.0M (+$809.0K)
Filed 2026-11-02
Riggs Asset Managment Co. Inc.
NEW
Shares64,036
Change+64,036
Value$3.5M
Filed 2026-11-05
Moran Wealth Management, LLC
INCREASED
Shares62,009 from 58,215
Change+3,794 (+7%)
Value$3.4M (+$913.6K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares60,980 from 64,295
Change-3,315 (-5%)
Value$3.3M (+$602.1K)
Filed 2026-11-02
D.A. Davidson & Co.
DECREASED
Shares55,324 from 60,735
Change-5,411 (-9%)
Value$3.0M (+$445.2K)
Filed 2026-10-28
Synergy Asset Management, LLC
NEW
Shares50,901
Change+50,901
Value$2.8M
Filed 2026-11-05
Global View Capital Management LLC
INCREASED
Shares41,424 from 26,058
Change+15,366 (+59%)
Value$2.2M (+$1.2M)
Filed 2026-10-28
Brookstone Capital Management
DECREASED
Shares40,553 from 44,330
Change-3,777 (-9%)
Value$2.2M (+$334.3K)
Filed 2026-10-22
Q3 Asset Management
NEW
Shares35,984
Change+35,984
Value$2.0M
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares34,951 from 26,384
Change+8,567 (+32%)
Value$1.9M (+$785.3K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
NEW
Shares32,293
Change+32,293
Value$1.8M
Filed 2026-10-16
Crescent Grove Advisors, LLC
DECREASED
Shares32,213 from 34,508
Change-2,295 (-7%)
Value$1.7M (+$295.2K)
Filed 2026-10-21
Oppenheimer & Co Inc
INCREASED
Shares30,016 from 14,251
Change+15,765 (+111%)
Value$1.6M (+$1.0M)
Filed 2026-10-26
Perigon Wealth Management, LLC
DECREASED
Shares28,180 from 37,327
Change-9,147 (-25%)
Value$1.5M (-$42.1K)
Filed 2026-10-22
Wealth Management Partners, LLC
INCREASED
Shares27,319 from 15,340
Change+11,979 (+78%)
Value$1.5M (+$836.0K)
Filed 2026-10-21
Nkcfo LLC
DECREASED
Shares25,000 from 67,000
Change-42,000 (-63%)
Value$1.4M (-$1.5M)
Filed 2026-11-04
Independent Financial Group, LLC
NEW
Shares24,226
Change+24,226
Value$1.3M
Filed 2026-10-13
Clientfirst Wealth Management, LLC
INCREASED
Shares24,127 from 23,652
Change+475 (+2%)
Value$1.3M (+$313.4K)
Filed 2026-11-04
Client First Investment Management LLC
DECREASED
Shares21,953 from 61,321
Change-39,368 (-64%)
Value$1.2M (-$1.4M)
Filed 2026-10-09
Wealthcare Advisory Partners LLC
DECREASED
Shares21,808 from 25,946
Change-4,138 (-16%)
Value$1.2M (+$91.1K)
Filed 2026-10-21
Hilton Head Capital Partners, LLC
DECREASED
Shares21,483 from 21,535
Change-52 (0%)
Value$1.2M (+$259.0K)
Filed 2026-10-23
Integrity Alliance, Llc.
DECREASED
Shares21,191 from 21,359
Change-168 (-1%)
Value$1.1M (+$250.6K)
Filed 2026-10-29
Post Resch Tallon Group Inc.
DECREASED
Shares21,028 from 21,793
Change-765 (-4%)
Value$1.1M (+$223.5K)
Filed 2026-10-09
Davenport & Co LLC
INCREASED
Shares20,910 from 20,464
Change+446 (+2%)
Value$1.1M (+$273.0K)
Filed 2026-10-14
Purus Wealth Management, LLC
DECREASED
Shares18,241 from 18,263
Change-22 (0%)
Value$989.0K (+$220.9K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
INCREASED
Shares16,631 from 6,421
Change+10,210 (+159%)
Value$901.7K (+$631.7K)
Filed 2026-11-06
PFG Advisors
NEW
Shares15,892
Change+15,892
Value$861.7K
Filed 2026-10-16
Phoenix Wealth Advisors
NEW
Shares15,845
Change+15,845
Value$859.1K
Filed 2026-11-03
Clearwater Capital Advisors, LLC
DECREASED
Shares15,631 from 45,297
Change-29,666 (-65%)
Value$847.5K (-$1.1M)
Filed 2026-11-06
DDD Partners, LLC
DECREASED
Shares15,334 from 16,183
Change-849 (-5%)
Value$831.4K (+$150.8K)
Filed 2026-11-02
Vigilare Wealth Management
NEW
Shares14,994
Change+14,994
Value$813.0K
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares13,344 from 13,839
Change-495 (-4%)
Value$657.7K (+$85.9K)
Filed 2026-10-13
Cambridge Advisors Inc.
INCREASED
Shares13,021 from 12,576
Change+445 (+4%)
Value$706.0K (+$177.1K)
Filed 2026-10-19
Aurora Private Wealth, Inc.
NEW
Shares12,374
Change+12,374
Value$671.0K
Filed 2026-10-20
Lauer Wealth, LLC
DECREASED
Shares11,593 from 17,643
Change-6,050 (-34%)
Value$571.4K (-$152.8K)
Filed 2026-10-13
Creative Planning
INCREASED
Shares10,688 from 7,222
Change+3,466 (+48%)
Value$579.5K (+$275.7K)
Filed 2026-11-02
Southland Equity Partners LLC
NEW
Shares10,337
Change+10,337
Value$560.5K
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares9,387 from 12,249
Change-2,862 (-23%)
Value$494.2K (-$21.0K)
Filed 2026-10-23
Heritage Family Offices, LLP
UNCHANGED
Shares9,371 from 9,371
Change0 (0%)
Value$508.1K (+$114.0K)
Filed 2026-11-02
Daymark Wealth Partners, LLC
UNCHANGED
Shares9,101 from 9,101
Change0 (0%)
Value$493.5K (+$110.7K)
Filed 2026-11-04
Dynamic Advisor Solutions LLC
DECREASED
Shares8,843 from 10,150
Change-1,307 (-13%)
Value$479.5K (+$52.6K)
Filed 2026-10-13
Summit Investment Advisory Services, LLC
UNCHANGED
Shares8,704 from 8,704
Change0 (0%)
Value$471.9K (+$105.8K)
Filed 2026-11-03
Bellecapital International Ltd.
INCREASED
Shares8,583 from 5,031
Change+3,552 (+71%)
Value$465.4K (+$253.8K)
Filed 2026-10-21
Northbridge Financial Group, LLC
DECREASED
Shares8,175 from 8,419
Change-244 (-3%)
Value$423.1K (+$69.0K)
Filed 2026-11-05
Moors & Cabot, Inc.
DECREASED
Shares7,720 from 8,940
Change-1,220 (-14%)
Value$418.6K (+$42.6K)
Filed 2026-11-06
StoneX Group Inc.
INCREASED
Shares7,486 from 4,796
Change+2,690 (+56%)
Value$365.0K (+$163.3K)
Filed 2026-11-03
Titleist Asset Management, LLC
DECREASED
Shares7,100 from 8,350
Change-1,250 (-15%)
Value$385.0K (+$33.8K)
Filed 2026-10-08
Beacon Financial Advisory LLC
INCREASED
Shares6,888 from 5,828
Change+1,060 (+18%)
Value$373.5K (+$128.3K)
Filed 2026-10-16
Level Four Advisory Services, LLC
INCREASED
Shares6,639 from 6,284
Change+355 (+6%)
Value$360.0K (+$95.7K)
Filed 2026-11-06
MBA Advisors LLC
INCREASED
Shares6,568 from 6,430
Change+138 (+2%)
Value$356.1K (+$85.7K)
Filed 2026-10-29
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares6,425 from 6,425
Change0 (0%)
Value$348.4K (+$78.1K)
Filed 2026-10-23
Prime Capital Investment Advisors, LLC
DECREASED
Shares6,287 from 6,336
Change-49 (-1%)
Value$340.9K (+$74.4K)
Filed 2026-10-20
Indivisible Partners
DECREASED
Shares6,202 from 7,746
Change-1,544 (-20%)
Value$336.3K (+$10.5K)
Filed 2026-10-26
Park Avenue Securities LLC
INCREASED
Shares6,197 from 6,024
Change+173 (+3%)
Value$336.0K (+$83.0K)
Filed 2026-10-26
Vontobel Holding Ltd.
NEW
Shares6,080
Change+6,080
Value$330.2K
Filed 2026-10-16
Claro Advisors Inc.
DECREASED
Shares6,049 from 6,102
Change-53 (-1%)
Value$328.0K (+$71.3K)
Filed 2026-11-02
South Shore Capital Advisors
NEW
Shares6,000
Change+6,000
Value$325.3K
Filed 2026-10-20
J.W. Cole Advisors, Inc.
NEW
Shares5,809
Change+5,809
Value$315.0K
Filed 2026-11-05
Interchange Capital Partners, LLC
UNCHANGED
Shares5,750 from 5,750
Change0 (0%)
Value$311.8K (+$69.9K)
Filed 2026-10-28
BXM Wealth LLC
NEW
Shares5,700
Change+5,700
Value$309.1K
Filed 2026-11-03
Valley National Advisers Inc
UNCHANGED
Shares5,611 from 5,611
Change0 (0%)
Value$304.2K (+$68.2K)
Filed 2026-10-23
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$292.8K (+$65.7K)
Filed 2026-10-26
Bank of New York Mellon Corp
NEW
Shares5,237
Change+5,237
Value$283.9K
Filed 2026-11-05
Heck Capital Advisors, LLC
NEW
Shares5,223
Change+5,223
Value$283.2K
Filed 2026-10-14
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares5,135 from 5,135
Change0 (0%)
Value$278.4K (+$62.4K)
Filed 2026-10-13
SkyOak Wealth, LLC
UNCHANGED
Shares5,068 from 5,068
Change0 (0%)
Value$274.8K (+$61.6K)
Filed 2026-10-28
Schorn Wealth LLC
UNCHANGED
Shares4,996 from 4,996
Change0 (0%)
Value$270.9K (+$60.8K)
Filed 2026-10-14
Choreo, LLC
INCREASED
Shares4,848 from 4,792
Change+56 (+1%)
Value$262.8K (+$61.3K)
Filed 2026-10-28
Lido Advisors, LLC
NEW
Shares4,806
Change+4,806
Value$260.6K
Filed 2026-11-04
Grandview Asset Management LLC
NEW
Shares4,730
Change+4,730
Value$256.4K
Filed 2026-10-19
Csenge Advisory Group
DECREASED
Shares4,625 from 10,266
Change-5,641 (-55%)
Value$250.8K (-$181.0K)
Filed 2026-11-04
Milestone Asset Management, LLC
DECREASED
Shares4,585 from 5,585
Change-1,000 (-18%)
Value$248.6K (+$13.7K)
Filed 2026-10-15
Quadcap Wealth Management, LLC
DECREASED
Shares4,569 from 4,786
Change-217 (-5%)
Value$247.7K (+$46.4K)
Filed 2026-11-02
Eagle Wealth Strategies LLC
DECREASED
Shares4,511 from 5,964
Change-1,453 (-24%)
Value$244.6K (-$6.3K)
Filed 2026-10-20
Uhlmann Price Securities, LLC
DECREASED
Shares4,222 from 5,222
Change-1,000 (-19%)
Value$228.9K (+$9.3K)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
NEW
Shares4,217
Change+4,217
Value$228.6K
Filed 2026-10-26
Relyea Zuckerberg Hanson LLC
NEW
Shares4,187
Change+4,187
Value$227.0K
Filed 2026-10-20
Archford Capital Strategies, LLC
NEW
Shares4,082
Change+4,082
Value$221.3K
Filed 2026-10-19
Ignite Planners, LLC
NEW
Shares4,075
Change+4,075
Value$221.0K
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
NEW
Shares4,031
Change+4,031
Value$218.6K
Filed 2026-10-23
Evanson Financial, LLC
NEW
Shares4,000
Change+4,000
Value$216.9K
Filed 2026-10-23
Powell Investment Advisors, LLC
UNCHANGED
Shares3,962 from 3,962
Change0 (0%)
Value$214.8K (+$48.2K)
Filed 2026-10-22
Sloy Dahl & Holst, LLC
NEW
Shares3,920
Change+3,920
Value$212.5K
Filed 2026-10-14
Certior Financial Group, LLC
NEW
Shares3,832
Change+3,832
Value$207.8K
Filed 2026-10-19
Apollon Wealth Management, LLC
DECREASED
Shares3,817 from 4,946
Change-1,129 (-23%)
Value$207.0K (-$1.1K)
Filed 2026-10-23
BCV Asset Management Inc.
NEW
Shares3,700
Change+3,700
Value$201.4K
Filed 2026-11-06
Allworth Financial LP
INCREASED
Shares3,336 from 2,886
Change+450 (+16%)
Value$140.3K (+$18.9K)
Filed 2026-11-06
UMB Bank, n.a.
UNCHANGED
Shares3,236 from 3,236
Change0 (0%)
Value$175.5K (+$39.4K)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares2,931 from 3,794
Change-863 (-23%)
Value$158.9K (-$657)
Filed 2026-11-05
Manchester Capital Management LLC
UNCHANGED
Shares2,160 from 2,160
Change0 (0%)
Value$117.1K (+$26.3K)
Filed 2026-10-22
Farther Finance Advisors, LLC
INCREASED
Shares1,914 from 1,566
Change+348 (+22%)
Value$103.8K (+$37.9K)
Filed 2026-10-08
Union Bancaire Privee, UBP SA
UNCHANGED
Shares1,910 from 1,910
Change0 (0%)
Value$103.1K (+$22.0K)
Filed 2026-11-04
Financial Perspectives, Inc
DECREASED
Shares1,627 from 1,858
Change-231 (-12%)
Value$88.2K (+$10.0K)
Filed 2026-11-03
FNY Investment Advisers, LLC
NEW
Shares1,519
Change+1,519
Value$82.0K
Filed 2026-10-16
IFP Advisors, Inc
UNCHANGED
Shares1,109 from 1,109
Change0 (0%)
Value$60.1K (+$13.5K)
Filed 2026-10-16
Larson Financial Group LLC
DECREASED
Shares1,068 from 1,108
Change-40 (-4%)
Value$57.9K (+$11.3K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares1,000
Change+1,000
Value$54.2K
Filed 2026-11-03
Capital Advisors, Ltd. LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$54.0K (+$12.0K)
Filed 2026-10-27
PNC Financial Services Group, Inc.
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$49.3K (+$11.1K)
Filed 2026-11-06
Financial Management Professionals, Inc.
UNCHANGED
Shares869 from 869
Change0 (0%)
Value$47.1K (+$10.6K)
Filed 2026-10-23
James T. Borello RIA
UNCHANGED
Shares865 from 865
Change0 (0%)
Value$46.9K (+$10.5K)
Filed 2026-10-16
Parallel Advisors, LLC
UNCHANGED
Shares803 from 803
Change0 (0%)
Value$43.5K (+$9.8K)
Filed 2026-11-03
Mather Group, Llc.
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$41.7K (+$9.4K)
Filed 2026-10-14
Activest Wealth Management
UNCHANGED
Shares759 from 759
Change0 (0%)
Value$41.2K (+$9.2K)
Filed 2026-10-15
Pathway Financial Advisers, LLC
NEW
Shares715
Change+715
Value$38.8K
Filed 2026-10-27
Birchwood Financial Partners, Inc.
UNCHANGED
Shares704 from 704
Change0 (0%)
Value$38.2K (+$8.6K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
UNCHANGED
Shares695 from 695
Change0 (0%)
Value$37.0K (+$7.7K)
Filed 2026-10-16
US Bancorp \de\
UNCHANGED
Shares686 from 686
Change0 (0%)
Value$37.2K (+$8.3K)
Filed 2026-11-05
Fairscale Capital, LLC
UNCHANGED
Shares642 from 642
Change0 (0%)
Value$33.0K (+$6.0K)
Filed 2026-11-04
Hyposwiss Advisors SA
UNCHANGED
Shares631 from 631
Change0 (0%)
Value$34.2K (+$7.7K)
Filed 2026-10-26
SJS Investment Consulting Inc.
UNCHANGED
Shares538 from 538
Change0 (0%)
Value$29.2K (+$6.5K)
Filed 2026-10-26
Brown, Lisle Ings, Inc.
UNCHANGED
Shares526 from 526
Change0 (0%)
Value$28.5K (+$6.4K)
Filed 2026-10-16
Clearstead Trust, LLC
UNCHANGED
Shares497 from 497
Change0 (0%)
Value$26.9K (+$6.0K)
Filed 2026-11-06
GK Wealth Management LLC
NEW
Shares490
Change+490
Value$26.6K
Filed 2026-10-09
Dynamic Wealth Strategies, LLC
INCREASED
Shares400 from 375
Change+25 (+7%)
Value$21.7K (+$5.9K)
Filed 2026-10-16
Rydar Equities, Inc.
NEW
Shares390
Change+390
Value$19.6K
Filed 2026-10-13
IAG Wealth Partners, LLC
UNCHANGED
Shares351 from 351
Change0 (0%)
Value$19.0K (+$4.3K)
Filed 2026-11-06
Evolution Wealth Management Inc.
UNCHANGED
Shares338 from 338
Change0 (0%)
Value$18.3K (+$4.1K)
Filed 2026-10-28
Pacific Center for Financial Services
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$18.0K (+$4.0K)
Filed 2026-10-15
Compagnie Lombard Odier SCmA
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$16.8K (+$3.8K)
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$16.5K (+$3.7K)
Filed 2026-10-23
Community Financial Services Group, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$16.0K (+$3.2K)
Filed 2026-10-15
Winthrop Capital Management, LLC
NEW
Shares296
Change+296
Value$16.0K
Filed 2026-11-05
Spire Wealth Management
DECREASED
Shares253 from 363
Change-110 (-30%)
Value$13.7K (-$1.6K)
Filed 2026-10-30
Rosenberg Matthew Hamilton
NEW
Shares201
Change+201
Value$10.9K
Filed 2026-10-05
Lanark Financial, Inc.
INCREASED
Shares200 from 150
Change+50 (+33%)
Value$10.8K (+$4.5K)
Filed 2026-10-26
Clearstead Advisors, LLC
UNCHANGED
Shares191 from 191
Change0 (0%)
Value$10.4K (+$2.3K)
Filed 2026-11-06
John Boyer, Inc.
NEW
Shares177
Change+177
Value$9.6K
Filed 2026-10-27
Compass Financial Management LLC
NEW
Shares173
Change+173
Value$9.4K
Filed 2026-10-30
Signaturefd, LLC
UNCHANGED
Shares168 from 168
Change0 (0%)
Value$9.1K (+$2.0K)
Filed 2026-10-23
Decker Retirement Planning Inc.
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$8.8K (+$2.0K)
Filed 2026-10-19
Meriwether Wealth & Planning, LLC
NEW
Shares150
Change+150
Value$8.1K
Filed 2026-10-13
Trust Co of Toledo NA
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$8.1K (+$1.8K)
Filed 2026-10-16
AlphaCore Capital LLC
DECREASED
Shares136 from 236
Change-100 (-42%)
Value$7.4K (-$2.6K)
Filed 2026-11-04
Physician Wealth Advisors, Inc.
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$6.1K (+$1.4K)
Filed 2026-10-20
Jacobi Capital Management LLC
NEW
Shares96
Change+96
Value$5.2K
Filed 2026-11-05
Rossby Financial, LCC
NEW
Shares90
Change+90
Value$4.9K
Filed 2026-11-05
Wolff Wiese Magana LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$4.6K (+$1.0K)
Filed 2026-10-15
Armstrong Advisory Group, Inc
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$3.8K (+$851)
Filed 2026-10-09
Private Trust Co NA
NEW
Shares61
Change+61
Value$3.3K
Filed 2026-10-20
Flagship Wealth Advisors, LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$3.2K (+$717)
Filed 2026-11-03
Albion Financial Group
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$3.1K (+$706)
Filed 2026-10-21
Key FInancial Inc
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$3.0K (+$669)
Filed 2026-11-02
Elevated Capital Advisors, LLC
UNCHANGED
Shares47 from 47
Change0 (0%)
Value$2.5K (+$571)
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$1.9K (+$415)
Filed 2026-10-29
Madden Securities Corp
NEW
Shares33
Change+33
Value$1.8K
Filed 2026-10-27
Blue Trust, Inc.
NEW
Shares26
Change+26
Value$1.4K
Filed 2026-10-15
Barrett & Company, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.4K (+$304)
Filed 2026-10-22
Provenance Wealth Advisors, LLC
NEW
Shares22
Change+22
Value$1.2K
Filed 2026-10-30
Wilkerson Advisory Group LLC
NEW
Shares20
Change+20
Value$1.1K
Filed 2026-10-20
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.1K (+$243)
Filed 2026-11-02
Evermay Wealth Management LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$814 (+$183)
Filed 2026-11-05
Golden State Wealth Management, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$813 (+$182)
Filed 2026-11-02
Western Pacific Wealth Management, LP
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$542 (+$121)
Filed 2026-10-16
Main Street Group, LTD
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$325 (+$73)
Filed 2026-10-28
Assetmark, Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$54 (+$12)
Filed 2026-10-21
Ascentis Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$54 (+$12)
Filed 2026-11-03
Russell Investments Group, Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$54 (+$12)
Filed 2026-11-06
Transcendent Capital Group LLC
CLOSED
Shares0 from 50,957
Change-50,957 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-28
Prospera Financial Services Inc
CLOSED
Shares0 from 31,189
Change-31,189 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-04
Barclays PLC
CLOSED
Shares0 from 27,400
Change-27,400 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-06
Imc-Chicago, LLC
CLOSED
Shares0 from 13,835
Change-13,835 (-100%)
Value$0 (-$581.9K)
Filed 2026-11-05
MSH Capital Advisors LLC
CLOSED
Shares0 from 13,604
Change-13,604 (-100%)
Value$0 (-$572.2K)
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 9,371
Change-9,371 (-100%)
Value$0 (-$394.1K)
Filed 2026-10-27
Heritage OAK Wealth Advisors LLC
CLOSED
Shares0 from 6,000
Change-6,000 (-100%)
Value$0 (-$252.4K)
Filed 2026-10-14
Atlatl Advisers LLC
CLOSED
Shares0 from 6,000
Change-6,000 (-100%)
Value$0 (-$252.4K)
Filed 2026-10-22
Continuum Wealth Advisors, LLC
CLOSED
Shares0 from 4,875
Change-4,875 (-100%)
Value$0 (-$205.0K)
Filed 2026-10-20
Oregon Pacific Wealth Management, LLC
CLOSED
Shares0 from 4,787
Change-4,787 (-100%)
Value$0 (-$201.3K)
Filed 2026-10-20
Global Trust Asset Management, LLC
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$50.5K)
Filed 2026-10-19
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$21.0K)
Filed 2026-10-27
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 479
Change-479 (-100%)
Value$0 (-$20.2K)
Filed 2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 217
Change-217 (-100%)
Value$0 (-$9.1K)
Filed 2026-10-14
Trifecta Capital Advisors, LLC
CLOSED
Shares0 from 155
Change-155 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-21
AdvisorNet Financial, Inc
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-15
Strategic Wealth Advisors LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$1)
Filed 2026-11-06
CoreCap Advisors, LLC
CLOSED
Shares0 from 24
Change-24 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-08
Sims Investment Management, LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$547)
Filed 2026-10-13
Central Pacific Bank - Trust Division
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$84)
Filed 2026-10-06
JPMorgan Chase & Co
N/A
Shares— from 7,443,296
Change-7,443,296 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,723,211
Change-6,723,211 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,016,963
Change-3,016,963 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,753,957
Change-1,753,957 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,585,845
Change-1,585,845 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,134,658
Change-1,134,658 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 1,034,376
Change-1,034,376 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 914,677
Change-914,677 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 450,224
Change-450,224 (-100%)
Value—
Humankind Investments LLC
N/A
Shares— from 386,000
Change-386,000 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 374,233
Change-374,233 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 355,711
Change-355,711 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 220,010
Change-220,010 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 177,780
Change-177,780 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 145,204
Change-145,204 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 143,691
Change-143,691 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 139,071
Change-139,071 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 139,069
Change-139,069 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 124,487
Change-124,487 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 122,914
Change-122,914 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 118,863
Change-118,863 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 118,502
Change-118,502 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 105,088
Change-105,088 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 104,934
Change-104,934 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 99,958
Change-99,958 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 81,627
Change-81,627 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 73,722
Change-73,722 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 54,659
Change-54,659 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 53,624
Change-53,624 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 52,851
Change-52,851 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 50,995
Change-50,995 (-100%)
Value—
Himension Capital (Singapore) Pte. Ltd.
N/A
Shares— from 47,698
Change-47,698 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 44,710
Change-44,710 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 42,653
Change-42,653 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 42,058
Change-42,058 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 41,414
Change-41,414 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 39,844
Change-39,844 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 39,821
Change-39,821 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 38,834
Change-38,834 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 34,511
Change-34,511 (-100%)
Value—
Prudential PLC
N/A
Shares— from 31,770
Change-31,770 (-100%)
Value—
Nwam LLC
N/A
Shares— from 31,704
Change-31,704 (-100%)
Value—
EFG International AG
N/A
Shares— from 28,147
Change-28,147 (-100%)
Value—
Woodline Partners LP
N/A
Shares— from 27,075
Change-27,075 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 26,477
Change-26,477 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 26,018
Change-26,018 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 23,840
Change-23,840 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 23,359
Change-23,359 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 19,660
Change-19,660 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 19,300
Change-19,300 (-100%)
Value—
JBF Capital, Inc.
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Parallax Volatility Advisers, L.P.
N/A
Shares— from 17,482
Change-17,482 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 16,627
Change-16,627 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 16,485
Change-16,485 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 15,628
Change-15,628 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 15,180
Change-15,180 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 14,450
Change-14,450 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 13,821
Change-13,821 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 13,250
Change-13,250 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 13,216
Change-13,216 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 13,214
Change-13,214 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 13,046
Change-13,046 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 12,636
Change-12,636 (-100%)
Value—
SIG Brokerage, LP
N/A
Shares— from 12,635
Change-12,635 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 12,107
Change-12,107 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 10,626
Change-10,626 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 10,561
Change-10,561 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,538
Change-10,538 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 10,128
Change-10,128 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 10,060
Change-10,060 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 8,267
Change-8,267 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 7,431
Change-7,431 (-100%)
Value—
Massar Capital Management, LP
N/A
Shares— from 6,250
Change-6,250 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 6,243
Change-6,243 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 6,071
Change-6,071 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 6,069
Change-6,069 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 6,027
Change-6,027 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 5,805
Change-5,805 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 5,712
Change-5,712 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 5,632
Change-5,632 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 5,460
Change-5,460 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 5,187
Change-5,187 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,910
Change-4,910 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 4,704
Change-4,704 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 3,538
Change-3,538 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,967
Change-1,967 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 1,757
Change-1,757 (-100%)
Value—
ARK Investment Management LLC
N/A
Shares— from 1,659
Change-1,659 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,099
Change-1,099 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 1,095
Change-1,095 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,012
Change-1,012 (-100%)
Value—
Bleichroeder LP
N/A
Shares— from 825
Change-825 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 776
Change-776 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 768
Change-768 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 728
Change-728 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 500
Change-500 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 449
Change-449 (-100%)
Value—
Aberdeen Wealth Management LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 431
Change-431 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 382
Change-382 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 353
Change-353 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 348
Change-348 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 326
Change-326 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 307
Change-307 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
EMC Capital Management
N/A
Shares— from 278
Change-278 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 277
Change-277 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 163
Change-163 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 120
Change-120 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 89
Change-89 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 74
Change-74 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 62
Change-62 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 50
Change-50 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 27
Change-27 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Jefferies Financial Group Inc.
DECREASED1,500,0001,800,113-300,113-17%$75.7M$81.3M+$5.6M2026-11-05
LPL Financial LLC
INCREASED1,028,563917,632+110,931+12%$38.6M$55.8M+$17.2M2026-11-06
Citigroup Inc
DECREASED689,7002,172,315-1,482,615-68%$91.4M$37.4M-$54.0M2026-11-04
Florin Court Capital LLP
INCREASED266,70027,700+239,000+863%$1.2M$14.5M+$13.3M2026-11-02
NTV Asset Management LLC
DECREASED246,758248,500-1,742-1%$10.5M$13.4M+$2.9M2026-10-23
Midwest Financial Partners Investments, Inc.
DECREASED205,204211,386-6,182-3%$8.9M$11.1M+$2.2M2026-10-08
Canal Insurance Co
UNCHANGED120,000120,00000%$5.0M$6.5M+$1.5M2026-10-20
Gimbal Financial
NEW119,474—+119,474——$6.5M—2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED73,36775,350-1,983-3%$3.2M$4.0M+$809.0K2026-11-02
Riggs Asset Managment Co. Inc.
NEW64,036—+64,036——$3.5M—2026-11-05
Moran Wealth Management, LLC
INCREASED62,00958,215+3,794+7%$2.4M$3.4M+$913.6K2026-10-22
Commonwealth Equity Services, LLC
DECREASED60,98064,295-3,315-5%$2.7M$3.3M+$602.1K2026-11-02
D.A. Davidson & Co.
DECREASED55,32460,735-5,411-9%$2.6M$3.0M+$445.2K2026-10-28
Synergy Asset Management, LLC
NEW50,901—+50,901——$2.8M—2026-11-05
Global View Capital Management LLC
INCREASED41,42426,058+15,366+59%$1.1M$2.2M+$1.2M2026-10-28
Brookstone Capital Management
DECREASED40,55344,330-3,777-9%$1.9M$2.2M+$334.3K2026-10-22
Q3 Asset Management
NEW35,984—+35,984——$2.0M—2026-11-06
Kestra Advisory Services, LLC
INCREASED34,95126,384+8,567+32%$1.1M$1.9M+$785.3K2026-11-02
Concurrent Investment Advisors, LLC
NEW32,293—+32,293——$1.8M—2026-10-16
Crescent Grove Advisors, LLC
DECREASED32,21334,508-2,295-7%$1.5M$1.7M+$295.2K2026-10-21
Oppenheimer & Co Inc
INCREASED30,01614,251+15,765+111%$599.4K$1.6M+$1.0M2026-10-26
Perigon Wealth Management, LLC
DECREASED28,18037,327-9,147-25%$1.6M$1.5M-$42.1K2026-10-22
Wealth Management Partners, LLC
INCREASED27,31915,340+11,979+78%$645.2K$1.5M+$836.0K2026-10-21
Nkcfo LLC
DECREASED25,00067,000-42,000-63%$2.8M$1.4M-$1.5M2026-11-04
Independent Financial Group, LLC
NEW24,226—+24,226——$1.3M—2026-10-13
Clientfirst Wealth Management, LLC
INCREASED24,12723,652+475+2%$994.8K$1.3M+$313.4K2026-11-04
Client First Investment Management LLC
DECREASED21,95361,321-39,368-64%$2.6M$1.2M-$1.4M2026-10-09
Wealthcare Advisory Partners LLC
DECREASED21,80825,946-4,138-16%$1.1M$1.2M+$91.1K2026-10-21
Hilton Head Capital Partners, LLC
DECREASED21,48321,535-520%$905.8K$1.2M+$259.0K2026-10-23
Integrity Alliance, Llc.
DECREASED21,19121,359-168-1%$898.4K$1.1M+$250.6K2026-10-29
Post Resch Tallon Group Inc.
DECREASED21,02821,793-765-4%$916.6K$1.1M+$223.5K2026-10-09
Davenport & Co LLC
INCREASED20,91020,464+446+2%$860.7K$1.1M+$273.0K2026-10-14
Purus Wealth Management, LLC
DECREASED18,24118,263-220%$768.1K$989.0K+$220.9K2026-10-15
Kestra Private Wealth Services, LLC
INCREASED16,6316,421+10,210+159%$270.1K$901.7K+$631.7K2026-11-06
PFG Advisors
NEW15,892—+15,892——$861.7K—2026-10-16
Phoenix Wealth Advisors
NEW15,845—+15,845——$859.1K—2026-11-03
Clearwater Capital Advisors, LLC
DECREASED15,63145,297-29,666-65%$1.9M$847.5K-$1.1M2026-11-06
DDD Partners, LLC
DECREASED15,33416,183-849-5%$680.7K$831.4K+$150.8K2026-11-02
Vigilare Wealth Management
NEW14,994—+14,994——$813.0K—2026-10-29
Wealth Enhancement Advisory Services, LLC
DECREASED13,34413,839-495-4%$571.8K$657.7K+$85.9K2026-10-13
Cambridge Advisors Inc.
INCREASED13,02112,576+445+4%$528.9K$706.0K+$177.1K2026-10-19
Aurora Private Wealth, Inc.
NEW12,374—+12,374——$671.0K—2026-10-20
Lauer Wealth, LLC
DECREASED11,59317,643-6,050-34%$724.2K$571.4K-$152.8K2026-10-13
Creative Planning
INCREASED10,6887,222+3,466+48%$303.8K$579.5K+$275.7K2026-11-02
Southland Equity Partners LLC
NEW10,337—+10,337——$560.5K—2026-10-14
Sigma Planning Corp
DECREASED9,38712,249-2,862-23%$515.2K$494.2K-$21.0K2026-10-23
Heritage Family Offices, LLP
UNCHANGED9,3719,37100%$394.1K$508.1K+$114.0K2026-11-02
Daymark Wealth Partners, LLC
UNCHANGED9,1019,10100%$382.8K$493.5K+$110.7K2026-11-04
Dynamic Advisor Solutions LLC
DECREASED8,84310,150-1,307-13%$426.9K$479.5K+$52.6K2026-10-13
Summit Investment Advisory Services, LLC
UNCHANGED8,7048,70400%$366.1K$471.9K+$105.8K2026-11-03
Bellecapital International Ltd.
INCREASED8,5835,031+3,552+71%$211.6K$465.4K+$253.8K2026-10-21
Northbridge Financial Group, LLC
DECREASED8,1758,419-244-3%$354.1K$423.1K+$69.0K2026-11-05
Moors & Cabot, Inc.
DECREASED7,7208,940-1,220-14%$376.0K$418.6K+$42.6K2026-11-06
StoneX Group Inc.
INCREASED7,4864,796+2,690+56%$201.7K$365.0K+$163.3K2026-11-03
Titleist Asset Management, LLC
DECREASED7,1008,350-1,250-15%$351.2K$385.0K+$33.8K2026-10-08
Beacon Financial Advisory LLC
INCREASED6,8885,828+1,060+18%$245.1K$373.5K+$128.3K2026-10-16
Level Four Advisory Services, LLC
INCREASED6,6396,284+355+6%$264.3K$360.0K+$95.7K2026-11-06
MBA Advisors LLC
INCREASED6,5686,430+138+2%$270.4K$356.1K+$85.7K2026-10-29
Wilmington Savings Fund Society, FSB
UNCHANGED6,4256,42500%$270.2K$348.4K+$78.1K2026-10-23
Prime Capital Investment Advisors, LLC
DECREASED6,2876,336-49-1%$266.5K$340.9K+$74.4K2026-10-20
Indivisible Partners
DECREASED6,2027,746-1,544-20%$325.8K$336.3K+$10.5K2026-10-26
Park Avenue Securities LLC
INCREASED6,1976,024+173+3%$253.0K$336.0K+$83.0K2026-10-26
Vontobel Holding Ltd.
NEW6,080—+6,080——$330.2K—2026-10-16
Claro Advisors Inc.
DECREASED6,0496,102-53-1%$256.7K$328.0K+$71.3K2026-11-02
South Shore Capital Advisors
NEW6,000—+6,000——$325.3K—2026-10-20
J.W. Cole Advisors, Inc.
NEW5,809—+5,809——$315.0K—2026-11-05
Interchange Capital Partners, LLC
UNCHANGED5,7505,75000%$241.8K$311.8K+$69.9K2026-10-28
BXM Wealth LLC
NEW5,700—+5,700——$309.1K—2026-11-03
Valley National Advisers Inc
UNCHANGED5,6115,61100%$236.0K$304.2K+$68.2K2026-10-23
VUB Generali dochodkova spravcovska spolocnost, a.s.
UNCHANGED5,4005,40000%$227.1K$292.8K+$65.7K2026-10-26
Bank of New York Mellon Corp
NEW5,237—+5,237——$283.9K—2026-11-05
Heck Capital Advisors, LLC
NEW5,223—+5,223——$283.2K—2026-10-14
Forvis Mazars Wealth Advisors, LLC
UNCHANGED5,1355,13500%$216.0K$278.4K+$62.4K2026-10-13
SkyOak Wealth, LLC
UNCHANGED5,0685,06800%$213.2K$274.8K+$61.6K2026-10-28
Schorn Wealth LLC
UNCHANGED4,9964,99600%$210.1K$270.9K+$60.8K2026-10-14
Choreo, LLC
INCREASED4,8484,792+56+1%$201.5K$262.8K+$61.3K2026-10-28
Lido Advisors, LLC
NEW4,806—+4,806——$260.6K—2026-11-04
Grandview Asset Management LLC
NEW4,730—+4,730——$256.4K—2026-10-19
Csenge Advisory Group
DECREASED4,62510,266-5,641-55%$431.8K$250.8K-$181.0K2026-11-04
Milestone Asset Management, LLC
DECREASED4,5855,585-1,000-18%$234.9K$248.6K+$13.7K2026-10-15
Quadcap Wealth Management, LLC
DECREASED4,5694,786-217-5%$201.3K$247.7K+$46.4K2026-11-02
Eagle Wealth Strategies LLC
DECREASED4,5115,964-1,453-24%$250.8K$244.6K-$6.3K2026-10-20
Uhlmann Price Securities, LLC
DECREASED4,2225,222-1,000-19%$219.6K$228.9K+$9.3K2026-11-03
Flagship Harbor Advisors, LLC
NEW4,217—+4,217——$228.6K—2026-10-26
Relyea Zuckerberg Hanson LLC
NEW4,187—+4,187——$227.0K—2026-10-20
Archford Capital Strategies, LLC
NEW4,082—+4,082——$221.3K—2026-10-19
Ignite Planners, LLC
NEW4,075—+4,075——$221.0K—2026-10-14
Kingswood Wealth Advisors, LLC
NEW4,031—+4,031——$218.6K—2026-10-23
Evanson Financial, LLC
NEW4,000—+4,000——$216.9K—2026-10-23
Powell Investment Advisors, LLC
UNCHANGED3,9623,96200%$166.6K$214.8K+$48.2K2026-10-22
Sloy Dahl & Holst, LLC
NEW3,920—+3,920——$212.5K—2026-10-14
Certior Financial Group, LLC
NEW3,832—+3,832——$207.8K—2026-10-19
Apollon Wealth Management, LLC
DECREASED3,8174,946-1,129-23%$208.0K$207.0K-$1.1K2026-10-23
BCV Asset Management Inc.
NEW3,700—+3,700——$201.4K—2026-11-06
Allworth Financial LP
INCREASED3,3362,886+450+16%$121.4K$140.3K+$18.9K2026-11-06
UMB Bank, n.a.
UNCHANGED3,2363,23600%$136.1K$175.5K+$39.4K2026-11-06
Fifth Third Bancorp
DECREASED2,9313,794-863-23%$159.6K$158.9K-$6572026-11-05
Manchester Capital Management LLC
UNCHANGED2,1602,16000%$90.9K$117.1K+$26.3K2026-10-22
Farther Finance Advisors, LLC
INCREASED1,9141,566+348+22%$65.9K$103.8K+$37.9K2026-10-08
Union Bancaire Privee, UBP SA
UNCHANGED1,9101,91000%$81.1K$103.1K+$22.0K2026-11-04
Financial Perspectives, Inc
DECREASED1,6271,858-231-12%$78.2K$88.2K+$10.0K2026-11-03
FNY Investment Advisers, LLC
NEW1,519—+1,519——$82.0K—2026-10-16
IFP Advisors, Inc
UNCHANGED1,1091,10900%$46.6K$60.1K+$13.5K2026-10-16
Larson Financial Group LLC
DECREASED1,0681,108-40-4%$46.6K$57.9K+$11.3K2026-11-05
Ascentis Independent Advisors
NEW1,000—+1,000——$54.2K—2026-11-03
Capital Advisors, Ltd. LLC
UNCHANGED1,0001,00000%$42.0K$54.0K+$12.0K2026-10-27
PNC Financial Services Group, Inc.
UNCHANGED91091000%$38.3K$49.3K+$11.1K2026-11-06
Financial Management Professionals, Inc.
UNCHANGED86986900%$36.6K$47.1K+$10.6K2026-10-23
James T. Borello RIA
UNCHANGED86586500%$36.4K$46.9K+$10.5K2026-10-16
Parallel Advisors, LLC
UNCHANGED80380300%$33.8K$43.5K+$9.8K2026-11-03
Mather Group, Llc.
UNCHANGED77077000%$32.4K$41.7K+$9.4K2026-10-14
Activest Wealth Management
UNCHANGED75975900%$31.9K$41.2K+$9.2K2026-10-15
Pathway Financial Advisers, LLC
NEW715—+715——$38.8K—2026-10-27
Birchwood Financial Partners, Inc.
UNCHANGED70470400%$29.6K$38.2K+$8.6K2026-11-02
TD Waterhouse Canada Inc.
UNCHANGED69569500%$29.2K$37.0K+$7.7K2026-10-16
US Bancorp \de\
UNCHANGED68668600%$28.9K$37.2K+$8.3K2026-11-05
Fairscale Capital, LLC
UNCHANGED64264200%$27.0K$33.0K+$6.0K2026-11-04
Hyposwiss Advisors SA
UNCHANGED63163100%$26.5K$34.2K+$7.7K2026-10-26
SJS Investment Consulting Inc.
UNCHANGED53853800%$22.6K$29.2K+$6.5K2026-10-26
Brown, Lisle Ings, Inc.
UNCHANGED52652600%$22.1K$28.5K+$6.4K2026-10-16
Clearstead Trust, LLC
UNCHANGED49749700%$20.9K$26.9K+$6.0K2026-11-06
GK Wealth Management LLC
NEW490—+490——$26.6K—2026-10-09
Dynamic Wealth Strategies, LLC
INCREASED400375+25+7%$15.8K$21.7K+$5.9K2026-10-16
Rydar Equities, Inc.
NEW390—+390——$19.6K—2026-10-13
IAG Wealth Partners, LLC
UNCHANGED35135100%$14.8K$19.0K+$4.3K2026-11-06
Evolution Wealth Management Inc.
UNCHANGED33833800%$14.2K$18.3K+$4.1K2026-10-28
Pacific Center for Financial Services
UNCHANGED33233200%$14.0K$18.0K+$4.0K2026-10-15
Compagnie Lombard Odier SCmA
UNCHANGED31031000%$13.0K$16.8K+$3.8K2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED30430400%$12.8K$16.5K+$3.7K2026-10-23
Community Financial Services Group, LLC
UNCHANGED30030000%$12.8K$16.0K+$3.2K2026-10-15
Winthrop Capital Management, LLC
NEW296—+296——$16.0K—2026-11-05
Spire Wealth Management
DECREASED253363-110-30%$15.3K$13.7K-$1.6K2026-10-30
Rosenberg Matthew Hamilton
NEW201—+201——$10.9K—2026-10-05
Lanark Financial, Inc.
INCREASED200150+50+33%$6.3K$10.8K+$4.5K2026-10-26
Clearstead Advisors, LLC
UNCHANGED19119100%$8.0K$10.4K+$2.3K2026-11-06
John Boyer, Inc.
NEW177—+177——$9.6K—2026-10-27
Compass Financial Management LLC
NEW173—+173——$9.4K—2026-10-30
Signaturefd, LLC
UNCHANGED16816800%$7.1K$9.1K+$2.0K2026-10-23
Decker Retirement Planning Inc.
UNCHANGED16316300%$6.9K$8.8K+$2.0K2026-10-19
Meriwether Wealth & Planning, LLC
NEW150—+150——$8.1K—2026-10-13
Trust Co of Toledo NA
UNCHANGED15015000%$6.3K$8.1K+$1.8K2026-10-16
AlphaCore Capital LLC
DECREASED136236-100-42%$9.9K$7.4K-$2.6K2026-11-04
Physician Wealth Advisors, Inc.
UNCHANGED11311300%$4.8K$6.1K+$1.4K2026-10-20
Jacobi Capital Management LLC
NEW96—+96——$5.2K—2026-11-05
Rossby Financial, LCC
NEW90—+90——$4.9K—2026-11-05
Wolff Wiese Magana LLC
UNCHANGED858500%$3.6K$4.6K+$1.0K2026-10-15
Armstrong Advisory Group, Inc
UNCHANGED707000%$2.9K$3.8K+$8512026-10-09
Private Trust Co NA
NEW61—+61——$3.3K—2026-10-20
Flagship Wealth Advisors, LLC
UNCHANGED595900%$2.5K$3.2K+$7172026-11-03
Albion Financial Group
UNCHANGED585800%$2.4K$3.1K+$7062026-10-21
Key FInancial Inc
UNCHANGED555500%$2.3K$3.0K+$6692026-11-02
Elevated Capital Advisors, LLC
UNCHANGED474700%$2.0K$2.5K+$5712026-11-04
Blue Bell Private Wealth Management, LLC
UNCHANGED343400%$1.4K$1.9K+$4152026-10-29
Madden Securities Corp
NEW33—+33——$1.8K—2026-10-27
Blue Trust, Inc.
NEW26—+26——$1.4K—2026-10-15
Barrett & Company, Inc.
UNCHANGED252500%$1.1K$1.4K+$3042026-10-22
Provenance Wealth Advisors, LLC
NEW22—+22——$1.2K—2026-10-30
Wilkerson Advisory Group LLC
NEW20—+20——$1.1K—2026-10-20
Murphy & Mullick Capital Management Corp
UNCHANGED202000%$841$1.1K+$2432026-11-02
Evermay Wealth Management LLC
UNCHANGED151500%$631$814+$1832026-11-05
Golden State Wealth Management, LLC
UNCHANGED151500%$631$813+$1822026-11-02
Western Pacific Wealth Management, LP
UNCHANGED101000%$421$542+$1212026-10-16
Main Street Group, LTD
UNCHANGED6600%$252$325+$732026-10-28
Assetmark, Inc
UNCHANGED1100%$42$54+$122026-10-21
Ascentis Wealth Management, LLC
UNCHANGED1100%$42$54+$122026-11-03
Russell Investments Group, Ltd.
UNCHANGED1100%$42$54+$122026-11-06
Transcendent Capital Group LLC
CLOSED050,957-50,957-100%$2.1M$0-$2.1M2026-10-28
Prospera Financial Services Inc
CLOSED031,189-31,189-100%$1.3M$0-$1.3M2026-11-04
Barclays PLC
CLOSED027,400-27,400-100%$1.2M$0-$1.2M2026-11-06
Imc-Chicago, LLC
CLOSED013,835-13,835-100%$581.9K$0-$581.9K2026-11-05
MSH Capital Advisors LLC
CLOSED013,604-13,604-100%$572.2K$0-$572.2K2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED09,371-9,371-100%$394.1K$0-$394.1K2026-10-27
Heritage OAK Wealth Advisors LLC
CLOSED06,000-6,000-100%$252.4K$0-$252.4K2026-10-14
Atlatl Advisers LLC
CLOSED06,000-6,000-100%$252.4K$0-$252.4K2026-10-22
Continuum Wealth Advisors, LLC
CLOSED04,875-4,875-100%$205.0K$0-$205.0K2026-10-20
Oregon Pacific Wealth Management, LLC
CLOSED04,787-4,787-100%$201.3K$0-$201.3K2026-10-20
Global Trust Asset Management, LLC
CLOSED01,200-1,200-100%$50.5K$0-$50.5K2026-10-19
Cassaday & Co Wealth Management LLC
CLOSED0500-500-100%$21.0K$0-$21.0K2026-10-27
Institute for Wealth Management, Llc.
CLOSED0479-479-100%$20.2K$0-$20.2K2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0217-217-100%$9.1K$0-$9.1K2026-10-14
Trifecta Capital Advisors, LLC
CLOSED0155-155-100%$6.5K$0-$6.5K2026-10-21
AdvisorNet Financial, Inc
CLOSED070-70-100%$2.9K$0-$2.9K2026-10-15
Strategic Wealth Advisors LLC
CLOSED060-60-100%$1$0-$12026-11-06
CoreCap Advisors, LLC
CLOSED024-24-100%$1.0K$0-$1.0K2026-10-08
Sims Investment Management, LLC
CLOSED013-13-100%$547$0-$5472026-10-13
Central Pacific Bank - Trust Division
CLOSED02-2-100%$84$0-$842026-10-06
JPMorgan Chase & Co
N/A—7,443,296-7,443,296-100%$315.3M———
Morgan Stanley
N/A—6,723,211-6,723,211-100%$282.8M———
Goldman Sachs Group Inc
N/A—3,016,963-3,016,963-100%$126.9M———
BNP Paribas Financial Markets
N/A—1,753,957-1,753,957-100%$73.8M———
UBS Group AG
N/A—1,585,845-1,585,845-100%$66.7M———
Wells Fargo & Company
N/A—1,134,658-1,134,658-100%$47.7M———
State of Wisconsin Investment Board
N/A—1,034,376-1,034,376-100%$43.5M———
Bank of America Corp
N/A—914,677-914,677-100%$38.5M———
D. E. Shaw & Co., Inc.
N/A—450,224-450,224-100%$18.9M———
Humankind Investments LLC
N/A—386,000-386,000-100%$16.2M———
Raymond James Financial Inc
N/A—374,233-374,233-100%$15.7M———
MML Investors Services, LLC
N/A—355,711-355,711-100%$15.0M———
SG Americas Securities, LLC
N/A—220,010-220,010-100%$9.3M———
HRT Financial LP
N/A—177,780-177,780-100%$7.5M———
Bank of Montreal
N/A—145,204-145,204-100%$6.1M———
Osaic Holdings, Inc.
N/A—143,691-143,691-100%$6.0M———
Royal Bank of Canada
N/A—139,071-139,071-100%$5.9M———
Cresset Asset Management, LLC
N/A—139,069-139,069-100%$5.8M———
Beacon Pointe Advisors, LLC
N/A—124,487-124,487-100%$5.2M———
Cetera Investment Advisers
N/A—122,914-122,914-100%$5.2M———
Group One Trading LLC
N/A—118,863-118,863-100%$5.0M———
Tower Research Capital LLC (TRC)
N/A—118,502-118,502-100%$5.0M———
Advisory Services Network, LLC
N/A—105,088-105,088-100%$4.4M———
HighTower Advisors, LLC
N/A—104,934-104,934-100%$4.4M———
Rockefeller Capital Management L.P.
N/A—99,958-99,958-100%$4.2M———
Federation des caisses Desjardins du Quebec
N/A—81,627-81,627-100%$3.4M———
Baird Financial Group, Inc.
N/A—73,722-73,722-100%$3.1M———
Wealthfront Advisers LLC
N/A—54,659-54,659-100%$2.3M———
Sanctuary Advisors, LLC
N/A—53,624-53,624-100%$2.3M———
Envestnet Asset Management Inc
N/A—52,851-52,851-100%$2.2M———
Strategic Financial Concepts, LLC
N/A—50,995-50,995-100%$2.1M———
Himension Capital (Singapore) Pte. Ltd.
N/A—47,698-47,698-100%$2.0M———
Jane Street Group, LLC
N/A—44,710-44,710-100%$1.9M———
GTS Securities LLC
N/A—42,653-42,653-100%$1.8M———
Stifel Financial Corp
N/A—42,058-42,058-100%$1.8M———
Equitable Holdings, Inc.
N/A—41,414-41,414-100%$1.7M———
Private Advisor Group, LLC
N/A—39,844-39,844-100%$1.7M———
Hanover Advisors Inc
N/A—39,821-39,821-100%$1.7M———
Turner Financial Group, Inc.
N/A—38,834-38,834-100%$1.6M———
IHT Wealth Management, LLC
N/A—34,511-34,511-100%$1.5M———
Prudential PLC
N/A—31,770-31,770-100%$1.3M———
Nwam LLC
N/A—31,704-31,704-100%$1.3M———
EFG International AG
N/A—28,147-28,147-100%$1.2M———
Woodline Partners LP
N/A—27,075-27,075-100%$1.1M———
Tudor Investment Corp ET AL
N/A—26,477-26,477-100%$1.1M———
Susquehanna International Group, LLP
N/A—26,018-26,018-100%$1.1M———
NewEdge Advisors, LLC
N/A—23,840-23,840-100%$1.0M———
National Bank of Canada
N/A—23,359-23,359-100%$982.5K———
Arax Advisory Partners
N/A—19,660-19,660-100%$826.9K———
Renaissance Technologies LLC
N/A—19,300-19,300-100%$811.8K———
JBF Capital, Inc.
N/A—18,000-18,000-100%$757.1K———
Parallax Volatility Advisers, L.P.
N/A—17,482-17,482-100%$735.3K———
WCG Wealth Advisors LLC
N/A—16,627-16,627-100%$699.3K———
Prospect Financial Services LLC
N/A—16,485-16,485-100%$693.4K———
XTX Topco Ltd
N/A—15,628-15,628-100%$657.3K———
Mariner, LLC
N/A—15,180-15,180-100%$638.5K———
Rothschild Investment LLC
N/A—14,450-14,450-100%$607.8K———
Two Sigma Securities, LLC
N/A—13,821-13,821-100%$581.3K———
Keating Financial Advisory Services, Inc.
N/A—13,250-13,250-100%$557.3K———
Belpointe Asset Management LLC
N/A—13,216-13,216-100%$555.9K———
Compass Capital Corp
N/A—13,214-13,214-100%$585.2K———
Next Capital Management LLC
N/A—13,046-13,046-100%$548.7K———
Sierra Capital LLC
N/A—12,636-12,636-100%$531.5K———
SIG Brokerage, LP
N/A—12,635-12,635-100%$531.4K———
Acorns Advisers, LLC
N/A—12,107-12,107-100%$509.0K———
Vance Wealth, LLC
N/A—10,626-10,626-100%$446.9K———
Geneos Wealth Management Inc.
N/A—10,561-10,561-100%$444.2K———
Janney Montgomery Scott LLC
N/A—10,538-10,538-100%$443.0K———
Headlands Technologies LLC
N/A—10,128-10,128-100%$426.0K———
Northwestern Mutual Wealth Management Co
N/A—10,060-10,060-100%$423.1K———
Medallion Wealth Advisors, LLC
N/A—8,267-8,267-100%$347.7K———
Mutual Advisors, LLC
N/A—7,431-7,431-100%$312.5K———
Massar Capital Management, LP
N/A—6,250-6,250-100%$262.9K———
Gateway Wealth Partners, LLC
N/A—6,243-6,243-100%$262.6K———
Jaffetilchin Investment Partners, LLC
N/A—6,071-6,071-100%$255.3K———
Waverly Advisors, LLC
N/A—6,069-6,069-100%$255.3K———
Steward Partners Investment Advisory, LLC
N/A—6,027-6,027-100%$253.5K———
Lbmc Investment Advisors, LLC
N/A—5,805-5,805-100%$244.2K———
Neuberger Berman Group LLC
N/A—5,712-5,712-100%$240.2K———
Insigneo Advisory Services, LLC
N/A—5,632-5,632-100%$236.9K———
Reyl & Cie S.A.
N/A—5,460-5,460-100%$144.7K———
Barnes Pettey Financial Advisors, LLC
N/A—5,187-5,187-100%$218.2K———
PFG Investments, LLC
N/A—4,910-4,910-100%$206.5K———
Kovack Advisors, Inc.
N/A—4,704-4,704-100%$200.5K———
FWL Investment Management, LLC
N/A—3,538-3,538-100%$148.8K———
Harbour Investments, Inc.
N/A—1,967-1,967-100%$82.7K———
Continuum Advisory, LLC
N/A—1,814-1,814-100%$76.3K———
Marshall Investment Management, LLC
N/A—1,757-1,757-100%$73.9K———
ARK Investment Management LLC
N/A—1,659-1,659-100%$69.8K———
HHM Wealth Advisors, LLC
N/A—1,500-1,500-100%$63.1K———
Atlantic Union Bankshares Corp
N/A—1,380-1,380-100%$58.0K———
N.E.W. Advisory Services LLC
N/A—1,300-1,300-100%$54.7K———
AE Wealth Management LLC
N/A—1,194-1,194-100%$50.2K———
Oakmont Advisory Group, LLC
N/A—1,172-1,172-100%$49.3K———
Oxford Financial Group, Ltd. LLC
N/A—1,099-1,099-100%$46.2K———
Family Manage LLC
N/A—1,095-1,095-100%$46.1K———
Bessemer Group Inc
N/A—1,012-1,012-100%$42.0K———
Bleichroeder LP
N/A—825-825-100%$34.7K———
Osbon Capital Management LLC
N/A—776-776-100%$32.7K———
Glen Eagle Advisors, LLC
N/A—768-768-100%$32.3K———
Investment Counsel Co of Nevada
N/A—728-728-100%$30.6K———
Aptus Capital Advisors, LLC
N/A—630-630-100%$26.5K———
Quent Capital, LLC
N/A—500-500-100%$21.0K———
Franklin Resources Inc
N/A—500-500-100%$21.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—449-449-100%$18.9K———
Aberdeen Wealth Management LLC
N/A—440-440-100%$18.5K———
Ancora Advisors LLCA
N/A—431-431-100%$18.1K———
Paladin Advisory Group, LLC
N/A—400-400-100%$16.8K———
BlackRock, Inc.
N/A—382-382-100%$16.1K———
IFG Advisory, LLC
N/A—375-375-100%$15.8K———
Caitlin John, LLC
N/A—370-370-100%$15.6K———
BFC Planning, Inc.
N/A—353-353-100%$14.8K———
Global Retirement Partners, LLC
N/A—348-348-100%$14.6K———
Banque Transatlantique SA
N/A—326-326-100%$13.7K———
SHP Wealth Management
N/A—307-307-100%$12.9K———
Horizon Investments, LLC
N/A—300-300-100%$12.6K———
EMC Capital Management
N/A—278-278-100%$11———
Tidemark, LLC
N/A—277-277-100%$11.7K———
Consultiva Wealth Management, Corp.
N/A—200-200-100%$8.4K———
Mcguire Capital Advisors Inc
N/A—163-163-100%$6.9K———
Kerr Financial Planning Corp
N/A—120-120-100%$5.0K———
Aventura Private Wealth, LLC
N/A—100-100-100%$4.2K———
Wellington-Altus USA Inc.
N/A—100-100-100%$2.6K———
Brookwood Investment Group LLC
N/A—100-100-100%$4.2K———
Copia Wealth Management
N/A—89-89-100%$3.7K———
Strategic Investment Solutions, Inc.
N/A—74-74-100%$3.1K———
Silicon Valley Capital Partners
N/A—62-62-100%$2.6K———
Hollencrest Capital Management
N/A—50-50-100%$2.1K———
Richard W. Paul & Associates, LLC
N/A—28-28-100%$1.2K———
Fiduciary Financial Advisors
N/A—27-27-100%$1.1K———
Smartleaf Asset Management LLC
N/A—27-27-100%$1.1K———
Chesapeake Asset Management LLC
N/A—25-25-100%$1.1K———
Swan Capital LLC
N/A—20-20-100%$847———
Nalls Sherbakoff Group, LLC
N/A—11-11-100%$463———
Strive Financial Group,LLC
N/A—5-5-100%$210———
Front Row Advisors LLC
N/A—5-5-100%$223———
Allied Private Wealth LLC
N/A—3-3-100%$125———
Huntington National Bank
N/A—1-1-100%$42———
Showing 324 of 324 institutions