IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Abrdn Physical Palladium SHS (PALL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Gradient Investments LLC
DECREASED
Shares468,326 from 575,505
Change-107,179 (-19%)
Value$10.2M (-$2.5M)
Filed 2026-10-08
LPL Financial LLC
DECREASED
Shares247,496 from 248,720
Change-1,224 (0%)
Value$5.4M (-$93.9K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
DECREASED
Shares205,364 from 212,868
Change-7,504 (-4%)
Value$4.5M (-$221.1K)
Filed 2026-11-06
Evergreen Capital Management LLC
INCREASED
Shares130,191 from 122,415
Change+7,776 (+6%)
Value$2.8M (+$136.5K)
Filed 2026-10-23
Arvest Investments, Inc.
INCREASED
Shares112,543 from 107,816
Change+4,727 (+4%)
Value$2.5M (+$74.0K)
Filed 2026-10-21
Alhambra Investment Management LLC
INCREASED
Shares50,805 from 31,292
Change+19,513 (+62%)
Value$1.1M (+$417.1K)
Filed 2026-10-15
Titiun Yejiel
UNCHANGED
Shares42,305 from 42,305
Change0 (0%)
Value$922.7K (-$11.4K)
Filed 2026-11-06
Linden Thomas Advisory Services, LLC
INCREASED
Shares42,050 from 40,593
Change+1,457 (+4%)
Value$917.1K (+$20.8K)
Filed 2026-10-19
Citigroup Inc
DECREASED
Shares35,407 from 42,906
Change-7,499 (-17%)
Value$772.2K (-$175.1K)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares34,676 from 37,630
Change-2,954 (-8%)
Value$756.3K (-$74.6K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares24,857 from 50,595
Change-25,738 (-51%)
Value$542.0K (-$575.0K)
Filed 2026-11-02
Pekin Hardy Strauss, Inc.
DECREASED
Shares24,275 from 25,875
Change-1,600 (-6%)
Value$529.4K (-$41.9K)
Filed 2026-11-02
AFG Fiduciary Services Limited Partnership
NEW
Shares17,076
Change+17,076
Value$348.0K
Filed 2026-10-21
Bank of New York Mellon Corp
INCREASED
Shares16,404 from 13,483
Change+2,921 (+22%)
Value$357.8K (+$60.1K)
Filed 2026-11-05
Matauro, LLC
INCREASED
Shares15,238 from 14,508
Change+730 (+5%)
Value$332.3K (+$12.0K)
Filed 2026-11-03
Kellett Wealth Advisors, LLC
INCREASED
Shares13,442 from 13,380
Change+62 (+0%)
Value$293.2K (-$2.3K)
Filed 2026-10-15
Compound Planning, Inc.
DECREASED
Shares13,030 from 13,330
Change-300 (-2%)
Value$284.2K (-$10.1K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
UNCHANGED
Shares12,750 from 12,750
Change0 (0%)
Value$278.1K (-$3.4K)
Filed 2026-10-08
AMG National Trust Bank
DECREASED
Shares10,760 from 11,495
Change-735 (-6%)
Value$234.7K (-$19.1K)
Filed 2026-11-05
HB Wealth Management, LLC
UNCHANGED
Shares10,475 from 10,475
Change0 (0%)
Value$228.5K (-$2.8K)
Filed 2026-10-23
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares10,000 from 9,000
Change+1,000 (+11%)
Value$218.1K (+$19.4K)
Filed 2026-11-03
MGO One Seven LLC
NEW
Shares9,852
Change+9,852
Value$214.9K
Filed 2026-10-28
Tucker Asset Management LLC
INCREASED
Shares9,713 from 9,288
Change+425 (+5%)
Value$211.8K (+$6.8K)
Filed 2026-10-29
Farther Finance Advisors, LLC
DECREASED
Shares8,461 from 9,674
Change-1,213 (-13%)
Value$184.5K (-$29.1K)
Filed 2026-10-08
Creative Financial Designs Inc
INCREASED
Shares7,602 from 7,359
Change+243 (+3%)
Value$165.8K (+$3.3K)
Filed 2026-11-04
US Bancorp \de\
UNCHANGED
Shares7,430 from 7,430
Change0 (0%)
Value$162.0K (-$2.0K)
Filed 2026-11-05
Simplex Trading, LLC
NEW
Shares4,959
Change+4,959
Value$108.2K
Filed 2026-11-04
Carota Wealth Management
NEW
Shares2,763
Change+2,763
Value$60.3K
Filed 2026-11-03
Noble Wealth Management PBC
UNCHANGED
Shares2,010 from 2,010
Change0 (0%)
Value$43.8K (-$543)
Filed 2026-10-01
IFP Advisors, Inc
NEW
Shares1,759
Change+1,759
Value$38.4K
Filed 2026-10-16
PNC Financial Services Group, Inc.
UNCHANGED
Shares1,015 from 1,015
Change0 (0%)
Value$22.1K (-$274)
Filed 2026-11-06
Quaker Wealth Management, LLC
DECREASED
Shares990 from 63,767
Change-62,777 (-98%)
Value$21.6K (-$1.4M)
Filed 2026-10-22
Valley National Advisers Inc
UNCHANGED
Shares870 from 870
Change0 (0%)
Value$19.0K (-$235)
Filed 2026-10-23
Parallel Advisors, LLC
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$16.9K (-$209)
Filed 2026-11-03
Blue Trust, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$10.9K (-$135)
Filed 2026-10-15
Compass Financial Management LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$10.9K (-$1.3K)
Filed 2026-10-30
Larson Financial Group LLC
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$10.7K (-$132)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares450 from 360
Change+90 (+25%)
Value$9.8K (+$1.9K)
Filed 2026-11-05
SJS Investment Consulting Inc.
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$8.2K (-$101)
Filed 2026-10-26
Hilltop National Bank
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$6.5K (-$81)
Filed 2026-10-14
Hurley Capital, LLC
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$4.5K (-$55)
Filed 2026-11-05
Tradewinds Capital Management, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$4.4K (-$54)
Filed 2026-10-23
Costello Asset Management, Inc
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$2.4K (-$30)
Filed 2026-10-30
Clearstead Advisors, LLC
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$2.3K (-$28)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares75
Change+75
Value$1.6K
Filed 2026-11-03
Highline Wealth Partners LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.1K (-$13)
Filed 2026-10-19
GK Wealth Management LLC
NEW
Shares25
Change+25
Value$545
Filed 2026-10-09
Triumph Capital Management
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$327 (-$4)
Filed 2026-10-14
Belvedere Trading LLC
CLOSED
Shares0 from 28,567
Change-28,567 (-100%)
Value$0 (-$630.8K)
Filed 2026-11-05
Total Wealth Planning & Management, Inc.
CLOSED
Shares0 from 12,865
Change-12,865 (-100%)
Value$0 (-$284.1K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 12,210
Change-12,210 (-100%)
Value$0 (-$269.6K)
Filed 2026-11-05
Perigon Wealth Management, LLC
CLOSED
Shares0 from 10,685
Change-10,685 (-100%)
Value$0 (-$235.9K)
Filed 2026-10-22
AlphaCore Capital LLC
CLOSED
Shares0 from 9,460
Change-9,460 (-100%)
Value$0 (-$208.9K)
Filed 2026-11-04
Natixis
CLOSED
Shares0 from 1,881
Change-1,881 (-100%)
Value$0 (-$41.2K)
Filed 2026-11-06
AdvisorNet Financial, Inc
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$19.9K)
Filed 2026-10-15
Atlatl Advisers LLC
CLOSED
Shares0 from 283
Change-283 (-100%)
Value$0 (-$6.2K)
Filed 2026-10-22
BNP Paribas Financial Markets
N/A
Shares— from 718,119
Change-718,119 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 409,393
Change-409,393 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 324,215
Change-324,215 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 262,966
Change-262,966 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 226,880
Change-226,880 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 207,868
Change-207,868 (-100%)
Value—
UBS Group AG
N/A
Shares— from 176,064
Change-176,064 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 106,120
Change-106,120 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 96,192
Change-96,192 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 93,875
Change-93,875 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 75,384
Change-75,384 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 71,690
Change-71,690 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 67,273
Change-67,273 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 62,476
Change-62,476 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 62,302
Change-62,302 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 48,458
Change-48,458 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 45,170
Change-45,170 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 40,620
Change-40,620 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 36,563
Change-36,563 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 36,192
Change-36,192 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 31,420
Change-31,420 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 28,033
Change-28,033 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 22,625
Change-22,625 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 21,125
Change-21,125 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 19,568
Change-19,568 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 18,575
Change-18,575 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 18,053
Change-18,053 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 17,855
Change-17,855 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 16,002
Change-16,002 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 14,285
Change-14,285 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 14,045
Change-14,045 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 13,715
Change-13,715 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 12,768
Change-12,768 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 12,768
Change-12,768 (-100%)
Value—
Betterment LLC
N/A
Shares— from 12,266
Change-12,266 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 11,368
Change-11,368 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 10,800
Change-10,800 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 10,775
Change-10,775 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 10,750
Change-10,750 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 9,370
Change-9,370 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 5,947
Change-5,947 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 5,625
Change-5,625 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 5,010
Change-5,010 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,405
Change-4,405 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 3,559
Change-3,559 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,960
Change-2,960 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,552
Change-2,552 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,647
Change-1,647 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,015
Change-1,015 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 750
Change-750 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 562
Change-562 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 440
Change-440 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 325
Change-325 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 165
Change-165 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 105
Change-105 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 70
Change-70 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 35
Change-35 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 24
Change-24 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 17
Change-17 (-100%)
Value—
Status
Gradient Investments LLC
DECREASED468,326575,505-107,179-19%$12.7M$10.2M-$2.5M2026-10-08
LPL Financial LLC
DECREASED247,496248,720-1,2240%$5.5M$5.4M-$93.9K2026-11-06
Kestra Private Wealth Services, LLC
DECREASED205,364212,868-7,504-4%$4.7M$4.5M-$221.1K2026-11-06
Evergreen Capital Management LLC
INCREASED130,191122,415+7,776+6%$2.7M$2.8M+$136.5K2026-10-23
Arvest Investments, Inc.
INCREASED112,543107,816+4,727+4%$2.4M$2.5M+$74.0K2026-10-21
Alhambra Investment Management LLC
INCREASED50,80531,292+19,513+62%$690.9K$1.1M+$417.1K2026-10-15
Titiun Yejiel
UNCHANGED42,30542,30500%$934.1K$922.7K-$11.4K2026-11-06
Linden Thomas Advisory Services, LLC
INCREASED42,05040,593+1,457+4%$896.3K$917.1K+$20.8K2026-10-19
Citigroup Inc
DECREASED35,40742,906-7,499-17%$947.4K$772.2K-$175.1K2026-11-04
Commonwealth Equity Services, LLC
DECREASED34,67637,630-2,954-8%$830.9K$756.3K-$74.6K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED24,85750,595-25,738-51%$1.1M$542.0K-$575.0K2026-11-02
Pekin Hardy Strauss, Inc.
DECREASED24,27525,875-1,600-6%$571.3K$529.4K-$41.9K2026-11-02
AFG Fiduciary Services Limited Partnership
NEW17,076—+17,076——$348.0K—2026-10-21
Bank of New York Mellon Corp
INCREASED16,40413,483+2,921+22%$297.7K$357.8K+$60.1K2026-11-05
Matauro, LLC
INCREASED15,23814,508+730+5%$320.3K$332.3K+$12.0K2026-11-03
Kellett Wealth Advisors, LLC
INCREASED13,44213,380+62+0%$295.4K$293.2K-$2.3K2026-10-15
Compound Planning, Inc.
DECREASED13,03013,330-300-2%$294.3K$284.2K-$10.1K2026-11-05
Valeo Financial Advisors, LLC
UNCHANGED12,75012,75000%$281.5K$278.1K-$3.4K2026-10-08
AMG National Trust Bank
DECREASED10,76011,495-735-6%$253.8K$234.7K-$19.1K2026-11-05
HB Wealth Management, LLC
UNCHANGED10,47510,47500%$231.3K$228.5K-$2.8K2026-10-23
Mirae Asset Global Investments Co., Ltd.
INCREASED10,0009,000+1,000+11%$198.7K$218.1K+$19.4K2026-11-03
MGO One Seven LLC
NEW9,852—+9,852——$214.9K—2026-10-28
Tucker Asset Management LLC
INCREASED9,7139,288+425+5%$205.1K$211.8K+$6.8K2026-10-29
Farther Finance Advisors, LLC
DECREASED8,4619,674-1,213-13%$213.6K$184.5K-$29.1K2026-10-08
Creative Financial Designs Inc
INCREASED7,6027,359+243+3%$162.5K$165.8K+$3.3K2026-11-04
US Bancorp \de\
UNCHANGED7,4307,43000%$164.1K$162.0K-$2.0K2026-11-05
Simplex Trading, LLC
NEW4,959—+4,959——$108.2K—2026-11-04
Carota Wealth Management
NEW2,763—+2,763——$60.3K—2026-11-03
Noble Wealth Management PBC
UNCHANGED2,0102,01000%$44.4K$43.8K-$5432026-10-01
IFP Advisors, Inc
NEW1,759—+1,759——$38.4K—2026-10-16
PNC Financial Services Group, Inc.
UNCHANGED1,0151,01500%$22.4K$22.1K-$2742026-11-06
Quaker Wealth Management, LLC
DECREASED99063,767-62,777-98%$1.4M$21.6K-$1.4M2026-10-22
Valley National Advisers Inc
UNCHANGED87087000%$19.2K$19.0K-$2352026-10-23
Parallel Advisors, LLC
UNCHANGED77577500%$17.1K$16.9K-$2092026-11-03
Blue Trust, Inc.
UNCHANGED50050000%$11.0K$10.9K-$1352026-10-15
Compass Financial Management LLC
UNCHANGED50050000%$12.3K$10.9K-$1.3K2026-10-30
Larson Financial Group LLC
UNCHANGED49049000%$10.8K$10.7K-$1322026-11-05
Fifth Third Bancorp
INCREASED450360+90+25%$7.9K$9.8K+$1.9K2026-11-05
SJS Investment Consulting Inc.
UNCHANGED37537500%$8.3K$8.2K-$1012026-10-26
Hilltop National Bank
UNCHANGED30030000%$6.6K$6.5K-$812026-10-14
Hurley Capital, LLC
UNCHANGED20520500%$4.5K$4.5K-$552026-11-05
Tradewinds Capital Management, LLC
UNCHANGED20020000%$4.4K$4.4K-$542026-10-23
Costello Asset Management, Inc
UNCHANGED11011000%$2.4K$2.4K-$302026-10-30
Clearstead Advisors, LLC
UNCHANGED10510500%$2.3K$2.3K-$282026-11-06
Ascentis Independent Advisors
NEW75—+75——$1.6K—2026-11-03
Highline Wealth Partners LLC
UNCHANGED505000%$1.1K$1.1K-$132026-10-19
GK Wealth Management LLC
NEW25—+25——$545—2026-10-09
Triumph Capital Management
UNCHANGED151500%$331$327-$42026-10-14
Belvedere Trading LLC
CLOSED028,567-28,567-100%$630.8K$0-$630.8K2026-11-05
Total Wealth Planning & Management, Inc.
CLOSED012,865-12,865-100%$284.1K$0-$284.1K2026-10-23
J.W. Cole Advisors, Inc.
CLOSED012,210-12,210-100%$269.6K$0-$269.6K2026-11-05
Perigon Wealth Management, LLC
CLOSED010,685-10,685-100%$235.9K$0-$235.9K2026-10-22
AlphaCore Capital LLC
CLOSED09,460-9,460-100%$208.9K$0-$208.9K2026-11-04
Natixis
CLOSED01,881-1,881-100%$41.2K$0-$41.2K2026-11-06
AdvisorNet Financial, Inc
CLOSED0900-900-100%$19.9K$0-$19.9K2026-10-15
Atlatl Advisers LLC
CLOSED0283-283-100%$6.2K$0-$6.2K2026-10-22
BNP Paribas Financial Markets
N/A—718,119-718,119-100%$15.9M———
Morgan Stanley
N/A—409,393-409,393-100%$9.0M———
Citadel Advisors LLC
N/A—324,215-324,215-100%$7.2M———
Raymond James Financial Inc
N/A—262,966-262,966-100%$5.8M———
SG Americas Securities, LLC
N/A—226,880-226,880-100%$5.0M———
Bank of America Corp
N/A—207,868-207,868-100%$4.6M———
UBS Group AG
N/A—176,064-176,064-100%$3.9M———
Wells Fargo & Company
N/A—106,120-106,120-100%$2.3M———
Rockefeller Capital Management L.P.
N/A—96,192-96,192-100%$2.1M———
Marshall Financial Group, LLC
N/A—93,875-93,875-100%$2.1M———
Susquehanna International Group, LLP
N/A—75,384-75,384-100%$1.7M———
IHT Wealth Management, LLC
N/A—71,690-71,690-100%$1.6M———
Ameriprise Financial Inc
N/A—67,273-67,273-100%$1.5M———
JPMorgan Chase & Co
N/A—62,476-62,476-100%$1.4M———
HRT Financial LP
N/A—62,302-62,302-100%$1.4M———
Goldman Sachs Group Inc
N/A—48,458-48,458-100%$1.1M———
Copley Financial Group, Inc.
N/A—45,170-45,170-100%$997.4K———
Cetera Investment Advisers
N/A—40,620-40,620-100%$896.9K———
Royal Bank of Canada
N/A—36,563-36,563-100%$807.0K———
Osaic Holdings, Inc.
N/A—36,192-36,192-100%$799.1K———
Janney Montgomery Scott LLC
N/A—31,420-31,420-100%$694.0K———
Jane Street Group, LLC
N/A—28,033-28,033-100%$619.0K———
Ameritas Advisory Services, LLC
N/A—22,625-22,625-100%$499.6K———
Essex Financial Services, Inc.
N/A—21,125-21,125-100%$466.4K———
Jones Financial Companies Lllp
N/A—19,568-19,568-100%$431.3K———
Optiver Holding B.V.
N/A—18,575-18,575-100%$410.1K———
Renaissance Technologies LLC
N/A—18,053-18,053-100%$398.6K———
Mutual Advisors, LLC
N/A—17,855-17,855-100%$394.2K———
Envestnet Asset Management Inc
N/A—16,002-16,002-100%$353.3K———
CIBC World Market Inc.
N/A—14,285-14,285-100%$315.4K———
National Bank of Canada
N/A—14,045-14,045-100%$309.6K———
AE Wealth Management LLC
N/A—13,715-13,715-100%$302.8K———
Fortis Capital Advisors, LLC
N/A—12,768-12,768-100%$281.9K———
Belpointe Asset Management LLC
N/A—12,768-12,768-100%$281.9K———
Betterment LLC
N/A—12,266-12,266-100%$271.0K———
NewEdge Advisors, LLC
N/A—11,368-11,368-100%$251.0K———
HighTower Advisors, LLC
N/A—10,800-10,800-100%$238.5K———
Compass Capital Corp
N/A—10,775-10,775-100%$271.0K———
Generation Capital Management LLC
N/A—10,750-10,750-100%$237.4K———
Benjamin Edwards Inc
N/A—9,370-9,370-100%$206.9K———
Group One Trading LLC
N/A—5,947-5,947-100%$131.3K———
Heritage Wealth Advisors
N/A—5,625-5,625-100%$124.2K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—5,010-5,010-100%$110.6K———
Steward Partners Investment Advisory, LLC
N/A—4,405-4,405-100%$97.3K———
Luminist Capital LLC
N/A—3,559-3,559-100%$78.6K———
Harbour Investments, Inc.
N/A—2,960-2,960-100%$65.4K———
FMR LLC
N/A—2,552-2,552-100%$56.4K———
Bessemer Group Inc
N/A—2,500-2,500-100%$55.0K———
Global Retirement Partners, LLC
N/A—2,250-2,250-100%$49.7K———
Huntington National Bank
N/A—1,647-1,647-100%$36.4K———
BlackRock, Inc.
N/A—1,185-1,185-100%$26.2K———
Strategic Investment Solutions, Inc.
N/A—1,150-1,150-100%$25.4K———
Hantz Financial Services, Inc.
N/A—1,015-1,015-100%$22———
Geneos Wealth Management Inc.
N/A—750-750-100%$16.6K———
Keating Financial Advisory Services, Inc.
N/A—562-562-100%$12.4K———
Capital Analysts, LLC
N/A—440-440-100%$10———
Proffitt & Goodson Inc
N/A—325-325-100%$7.2K———
Ancora Advisors LLCA
N/A—165-165-100%$3.6K———
Federation des caisses Desjardins du Quebec
N/A—105-105-100%$2.3K———
Atlantic Union Bankshares Corp
N/A—70-70-100%$1.5K———
Hollencrest Capital Management
N/A—35-35-100%$773———
Tower Research Capital LLC (TRC)
N/A—24-24-100%$530———
Arax Advisory Partners
N/A—17-17-100%$386———
Showing 119 of 119 institutions