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Abrdn Physical Silver Shares (SIVR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
AMG National Trust Bank
INCREASED
Shares366,848 from 365,641
Change+1,207 (+0%)
Value$21.0M (+$467.7K)
Filed 2026-11-05
Capital Management Associates, Inc
DECREASED
Shares203,358 from 224,604
Change-21,246 (-9%)
Value$11.7M (-$972.8K)
Filed 2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED
Shares170,643 from 169,801
Change+842 (+1%)
Value$9.8M (+$233.3K)
Filed 2026-11-05
180 Wealth Advisors, LLC
INCREASED
Shares154,648 from 153,580
Change+1,068 (+1%)
Value$8.9M (+$228.6K)
Filed 2026-11-03
New York Life Investment Management LLC
INCREASED
Shares139,657 from 19,909
Change+119,748 (+601%)
Value$8.0M (+$6.9M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares134,865 from 134,881
Change-16 (0%)
Value$7.7M (+$146.0K)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
UNCHANGED
Shares130,522 from 130,522
Change0 (0%)
Value$7.5M (+$142.3K)
Filed 2026-11-03
Avior Wealth Management, LLC
INCREASED
Shares93,415 from 78,311
Change+15,104 (+19%)
Value$5.4M (+$951.0K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares88,958 from 104,352
Change-15,394 (-15%)
Value$5.1M (-$768.5K)
Filed 2026-11-02
Pettinga Financial Advisors LLC
DECREASED
Shares74,240 from 75,432
Change-1,192 (-2%)
Value$4.3M (+$13.9K)
Filed 2026-10-13
Global Wealth Management, LLC
DECREASED
Shares72,796 from 76,701
Change-3,905 (-5%)
Value$4.2M (-$140.2K)
Filed 2026-10-15
Asset One Wealth Management LLC
INCREASED
Shares61,702 from 61,129
Change+573 (+1%)
Value$3.5M (+$181.4K)
Filed 2026-11-02
Golden State Wealth Management, LLC
DECREASED
Shares58,507 from 121,101
Change-62,594 (-52%)
Value$3.4M (-$3.5M)
Filed 2026-11-02
Simplicity Wealth,LLC
DECREASED
Shares58,466 from 60,819
Change-2,353 (-4%)
Value$3.4M (-$68.6K)
Filed 2026-10-23
Richard C. Young & Co., Ltd.
DECREASED
Shares56,094 from 56,546
Change-452 (-1%)
Value$3.2M (+$35.7K)
Filed 2026-11-04
Systelligence, LLC
DECREASED
Shares55,677 from 72,304
Change-16,627 (-23%)
Value$4.3M (+$283.4K)
Filed 2026-11-05
Myecfo, LLC
INCREASED
Shares53,320 from 51,427
Change+1,893 (+4%)
Value$3.1M (+$164.5K)
Filed 2026-10-14
US Bancorp \de\
DECREASED
Shares49,010 from 50,520
Change-1,510 (-3%)
Value$2.8M (-$31.5K)
Filed 2026-11-05
WT Wealth Management
DECREASED
Shares47,211 from 50,827
Change-3,616 (-7%)
Value$2.7M (-$151.8K)
Filed 2026-10-13
Apeiron RIA LLC
INCREASED
Shares45,076 from 44,860
Change+216 (+0%)
Value$2.6M (+$86.1K)
Filed 2026-10-08
Smart Wealth LLC
DECREASED
Shares40,437 from 40,592
Change-155 (0%)
Value$2.3M (+$35.4K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares38,328 from 33,277
Change+5,051 (+15%)
Value$2.2M (+$325.7K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares38,326 from 36,975
Change+1,351 (+4%)
Value$1.8M (-$282.0K)
Filed 2026-11-04
Vontobel Holding Ltd.
DECREASED
Shares38,287 from 38,937
Change-650 (-2%)
Value$2.2M (+$5.2K)
Filed 2026-10-16
Blue Capital, Inc.
INCREASED
Shares35,738 from 30,368
Change+5,370 (+18%)
Value$2.0M (+$340.8K)
Filed 2026-10-13
Imc-Chicago, LLC
DECREASED
Shares35,109 from 52,609
Change-17,500 (-33%)
Value$2.0M (-$945.6K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares34,836 from 33,517
Change+1,319 (+4%)
Value$2.0M (+$112.3K)
Filed 2026-10-08
Alpine Bank Wealth Management
UNCHANGED
Shares34,000 from 34,000
Change0 (0%)
Value$1.9M (+$37.1K)
Filed 2026-10-16
Tactive Advisors, LLC
INCREASED
Shares32,870 from 23,395
Change+9,475 (+41%)
Value$1.9M (+$568.5K)
Filed 2026-10-08
Stableford Capital II LLC
INCREASED
Shares31,882 from 11,457
Change+20,425 (+178%)
Value$1.8M (+$1.2M)
Filed 2026-10-09
Arta Finance Wealth Management LLC
INCREASED
Shares31,044 from 30,582
Change+462 (+2%)
Value$1.8M (+$59.8K)
Filed 2026-10-28
Sowell Financial Services LLC
DECREASED
Shares27,351 from 41,539
Change-14,188 (-34%)
Value$1.6M (-$767.8K)
Filed 2026-10-23
Acorn Wealth Advisors, LLC
DECREASED
Shares26,252 from 26,339
Change-87 (0%)
Value$1.5M (+$23.7K)
Filed 2026-10-19
Sheets Smith Wealth Management
INCREASED
Shares25,955 from 24,000
Change+1,955 (+8%)
Value$1.5M (+$138.2K)
Filed 2026-10-16
Hegarty Advisors, LLC
INCREASED
Shares24,428 from 23,025
Change+1,403 (+6%)
Value$1.4M (+$105.5K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares24,013 from 21,945
Change+2,068 (+9%)
Value$1.4M (+$142.4K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares23,891 from 27,539
Change-3,648 (-13%)
Value$1.3M (-$219.6K)
Filed 2026-10-13
Security National Bank
UNCHANGED
Shares20,534 from 20,534
Change0 (0%)
Value$1.2M (+$22.4K)
Filed 2026-10-26
Fifth Third Bancorp
DECREASED
Shares20,204 from 20,621
Change-417 (-2%)
Value$1.2M (-$1.4K)
Filed 2026-11-05
Leo Wealth, LLC
NEW
Shares19,783
Change+19,783
Value$1.1M
Filed 2026-10-26
Creative Planning
INCREASED
Shares19,654 from 16,529
Change+3,125 (+19%)
Value$1.1M (+$197.1K)
Filed 2026-11-02
Pekin Hardy Strauss, Inc.
INCREASED
Shares19,322 from 10,197
Change+9,125 (+89%)
Value$1.1M (+$534.1K)
Filed 2026-11-02
LexAurum Advisors, LLC
UNCHANGED
Shares19,021 from 19,021
Change0 (0%)
Value$1.1M (+$20.7K)
Filed 2026-10-19
Columbus Macro, LLC
INCREASED
Shares17,657 from 17,109
Change+548 (+3%)
Value$1.0M (+$50.1K)
Filed 2026-10-14
Bluedoor Private Wealth, LLC
DECREASED
Shares17,502 from 17,802
Change-300 (-2%)
Value$1.0M (+$2.2K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares17,402 from 15,146
Change+2,256 (+15%)
Value$997.3K (+$145.8K)
Filed 2026-10-30
Haven Private, LLC
NEW
Shares17,213
Change+17,213
Value$986.5K
Filed 2026-10-27
Legacy Wealth Asset Management, LLC
DECREASED
Shares15,672 from 21,837
Change-6,165 (-28%)
Value$898.2K (-$329.5K)
Filed 2026-10-09
BIP Wealth, LLC
INCREASED
Shares15,054 from 14,691
Change+363 (+2%)
Value$862.7K (+$36.8K)
Filed 2026-10-22
Jacobsen Capital Management
UNCHANGED
Shares14,244 from 14,244
Change0 (0%)
Value$816.3K (+$15.5K)
Filed 2026-10-27
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares14,110 from 15,110
Change-1,000 (-7%)
Value$808.6K (-$40.8K)
Filed 2026-10-09
Sulzberger Capital Advisors, Inc.
DECREASED
Shares13,834 from 21,642
Change-7,808 (-36%)
Value$792.8K (-$423.9K)
Filed 2026-10-20
Anson Capital, Inc.
INCREASED
Shares13,717 from 13,430
Change+287 (+2%)
Value$786.1K (+$31.1K)
Filed 2026-10-23
Blue Trust, Inc.
UNCHANGED
Shares13,617 from 13,617
Change0 (0%)
Value$780.4K (+$14.8K)
Filed 2026-10-15
Owl Creek Wealth Partners LLC
INCREASED
Shares12,144 from 11,890
Change+254 (+2%)
Value$696.0K (+$27.5K)
Filed 2026-10-20
Interchange Capital Partners, LLC
INCREASED
Shares11,961 from 8,474
Change+3,487 (+41%)
Value$677.0K (+$200.6K)
Filed 2026-10-28
Perigon Wealth Management, LLC
NEW
Shares11,935
Change+11,935
Value$684.0K
Filed 2026-10-22
Ignite Planners, LLC
INCREASED
Shares11,580 from 4,004
Change+7,576 (+189%)
Value$663.6K (+$437.6K)
Filed 2026-10-14
Rare Wolf Capital LLC
UNCHANGED
Shares11,503 from 11,503
Change0 (0%)
Value$659.2K (+$12.5K)
Filed 2026-10-20
TBH Global Asset Management, LLC
UNCHANGED
Shares11,455 from 11,455
Change0 (0%)
Value$656.5K (+$12.5K)
Filed 2026-11-03
Atria Investments, Inc
INCREASED
Shares11,236 from 8,054
Change+3,182 (+40%)
Value$643.9K (+$191.1K)
Filed 2026-10-15
Vicus Capital
INCREASED
Shares11,134 from 10,597
Change+537 (+5%)
Value$638.1K (+$42.3K)
Filed 2026-11-05
Nadler Financial Group, Inc.
UNCHANGED
Shares10,955 from 10,955
Change0 (0%)
Value$627.8K (+$11.9K)
Filed 2026-10-23
City Center Advisors, LLC
INCREASED
Shares9,793 from 9,114
Change+679 (+7%)
Value$561.2K (+$48.8K)
Filed 2026-10-08
Miller Global Investments, LLC
UNCHANGED
Shares9,702 from 9,702
Change0 (0%)
Value$556.0K (+$10.6K)
Filed 2026-10-02
IFP Advisors, Inc
DECREASED
Shares9,685 from 9,808
Change-123 (-1%)
Value$555.0K (+$3.6K)
Filed 2026-10-16
Global View Capital Management LLC
DECREASED
Shares9,608 from 12,569
Change-2,961 (-24%)
Value$550.6K (-$156.0K)
Filed 2026-10-28
Visionary Wealth Advisors
DECREASED
Shares9,547 from 9,796
Change-249 (-3%)
Value$547.1K (-$3.6K)
Filed 2026-11-04
VestGen Advisors, LLC
INCREASED
Shares9,454 from 7,665
Change+1,789 (+23%)
Value$541.8K (+$110.9K)
Filed 2026-10-27
Abacus Wealth Partners, LLC
UNCHANGED
Shares9,400 from 9,400
Change0 (0%)
Value$538.7K (+$10.2K)
Filed 2026-11-03
Brookstone Capital Management
DECREASED
Shares9,086 from 9,161
Change-75 (-1%)
Value$520.7K (+$5.7K)
Filed 2026-10-22
Mather Group, Llc.
UNCHANGED
Shares9,026 from 9,026
Change0 (0%)
Value$517.3K (+$9.8K)
Filed 2026-10-14
Apollon Wealth Management, LLC
INCREASED
Shares9,004 from 8,371
Change+633 (+8%)
Value$516.0K (+$45.4K)
Filed 2026-10-23
Fulcrum Equity Management
UNCHANGED
Shares8,700 from 8,700
Change0 (0%)
Value$498.6K (+$9.5K)
Filed 2026-10-21
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares8,634 from 8,634
Change0 (0%)
Value$494.8K (+$9.4K)
Filed 2026-10-16
Integrated Advisors Network LLC
INCREASED
Shares8,578 from 7,786
Change+792 (+10%)
Value$491.6K (+$53.9K)
Filed 2026-10-20
CWC Advisors, Llc.
DECREASED
Shares8,246 from 8,727
Change-481 (-6%)
Value$472.6K (-$18.1K)
Filed 2026-10-15
Tcfg Investment Advisors, LLC
DECREASED
Shares8,015 from 10,157
Change-2,142 (-21%)
Value$459.3K (-$111.7K)
Filed 2026-10-20
Choreo, LLC
DECREASED
Shares7,926 from 8,376
Change-450 (-5%)
Value$454.2K (-$16.7K)
Filed 2026-10-28
Sagespring Wealth Partners, LLC
DECREASED
Shares7,790 from 7,808
Change-18 (0%)
Value$446.5K (+$7.5K)
Filed 2026-10-22
Onyx Bridge Wealth Group LLC
DECREASED
Shares7,553 from 7,608
Change-55 (-1%)
Value$432.9K (+$5.1K)
Filed 2026-10-16
BOS Asset Management, LLC
DECREASED
Shares7,522 from 12,365
Change-4,843 (-39%)
Value$431.1K (-$264.1K)
Filed 2026-10-09
Arlington Trust Co LLC
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$429.8K (+$8.2K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
DECREASED
Shares7,473 from 8,490
Change-1,017 (-12%)
Value$428.3K (-$49.0K)
Filed 2026-11-03
HBW Advisory Services LLC
DECREASED
Shares7,369 from 7,606
Change-237 (-3%)
Value$422.3K (-$5.3K)
Filed 2026-10-15
JBR Co Financial Management Inc
DECREASED
Shares7,349 from 9,178
Change-1,829 (-20%)
Value$413.9K (-$102.1K)
Filed 2026-10-13
Retirement Financial Solutions, LLC
INCREASED
Shares7,162 from 6,067
Change+1,095 (+18%)
Value$410.5K (+$69.4K)
Filed 2026-10-20
Ervin Investment Management, LLC
UNCHANGED
Shares7,100 from 7,100
Change0 (0%)
Value$406.9K (+$7.7K)
Filed 2026-10-23
Thrivent Financial for Lutherans
DECREASED
Shares7,045 from 7,441
Change-396 (-5%)
Value$404.0K (-$14.0K)
Filed 2026-11-05
Nemes Rush Group LLC
UNCHANGED
Shares6,707 from 6,707
Change0 (0%)
Value$384.4K (+$7.3K)
Filed 2026-11-04
Total Investment Management Inc
UNCHANGED
Shares6,681 from 6,681
Change0 (0%)
Value$382.9K (+$15.1K)
Filed 2026-10-22
Cordoba Advisory Partners LLC
UNCHANGED
Shares6,565 from 6,565
Change0 (0%)
Value$376.2K (+$7.2K)
Filed 2026-10-19
MGO One Seven LLC
DECREASED
Shares6,106 from 6,128
Change-22 (0%)
Value$349.9K (+$5.4K)
Filed 2026-10-28
Sigma Planning Corp
DECREASED
Shares6,104 from 12,591
Change-6,487 (-52%)
Value$349.8K (-$358.0K)
Filed 2026-10-23
Beaumont Financial Advisors, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$343.9K (+$6.5K)
Filed 2026-10-22
Blue Bell Private Wealth Management, LLC
INCREASED
Shares5,728 from 5,727
Change+1 (+0%)
Value$328.3K (+$6.3K)
Filed 2026-10-29
Blossom Wealth Management
INCREASED
Shares5,697 from 5,355
Change+342 (+6%)
Value$326.5K (+$25.4K)
Filed 2026-11-03
Bauman Advisory Group, LLC
UNCHANGED
Shares5,693 from 5,693
Change0 (0%)
Value$326.3K (+$6.2K)
Filed 2026-10-29
Gibbs Wealth Management
DECREASED
Shares5,481 from 8,050
Change-2,569 (-32%)
Value$314.1K (-$138.5K)
Filed 2026-10-22
Partners Wealth Management, LLC
INCREASED
Shares5,377 from 3,785
Change+1,592 (+42%)
Value$308.2K (+$95.4K)
Filed 2026-10-28
Spectrum Planning & Advisory Services Inc.
UNCHANGED
Shares5,308 from 5,308
Change0 (0%)
Value$304.2K (+$5.8K)
Filed 2026-11-05
Keybank National Association
INCREASED
Shares5,092 from 4,991
Change+101 (+2%)
Value$291.8K (+$11.2K)
Filed 2026-11-04
Leading Edge Financial Planning LLC
UNCHANGED
Shares5,023 from 5,023
Change0 (0%)
Value$287.9K (+$5.5K)
Filed 2026-10-23
Wolff Financial Management LLC
UNCHANGED
Shares4,859 from 4,859
Change0 (0%)
Value$278.5K (+$5.3K)
Filed 2026-10-23
BKM Wealth Management, LLC
NEW
Shares4,755
Change+4,755
Value$272.5K
Filed 2026-10-22
Thompson Davis & Co., Inc.
UNCHANGED
Shares4,725 from 4,725
Change0 (0%)
Value$270.8K (+$5.2K)
Filed 2026-11-05
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares4,568 from 4,537
Change+31 (+1%)
Value$261.8K (+$6.7K)
Filed 2026-10-09
Flynn Zito Capital Management, LLC
INCREASED
Shares4,537 from 4,039
Change+498 (+12%)
Value$260.0K (+$32.9K)
Filed 2026-11-04
North Forty Two & Co.
UNCHANGED
Shares4,400 from 4,400
Change0 (0%)
Value$252.2K (+$4.8K)
Filed 2026-10-19
OpenArc Corporate Advisory, LLC
NEW
Shares4,350
Change+4,350
Value$249.3K
Filed 2026-10-21
Crestwood Advisors Group, LLC
UNCHANGED
Shares4,330 from 4,330
Change0 (0%)
Value$248.2K (+$4.7K)
Filed 2026-10-27
HUB Investment Partners, LLC
DECREASED
Shares4,208 from 4,528
Change-320 (-7%)
Value$241.2K (-$13.4K)
Filed 2026-11-03
Peak Financial Management, Inc.
INCREASED
Shares4,204 from 3,951
Change+253 (+6%)
Value$240.9K (+$18.8K)
Filed 2026-10-16
Robinson Value Management, Ltd.
UNCHANGED
Shares4,170 from 4,170
Change0 (0%)
Value$239.0K (+$4.5K)
Filed 2026-10-20
International Assets Investment Management, LLC
DECREASED
Shares4,133 from 7,393
Change-3,260 (-44%)
Value$239.1K (-$177.2K)
Filed 2026-11-02
Kelly Financial Services LLC
UNCHANGED
Shares4,095 from 4,095
Change0 (0%)
Value$234.7K (+$4.5K)
Filed 2026-10-20
Tradewinds Capital Management, LLC
DECREASED
Shares4,056 from 559,479
Change-555,423 (-99%)
Value$232.5K (-$31.2M)
Filed 2026-10-23
Independent Wealth Network Inc.
INCREASED
Shares4,040 from 3,862
Change+178 (+5%)
Value$231.5K (+$14.4K)
Filed 2026-10-19
TriaGen Wealth Management LLC
NEW
Shares4,000
Change+4,000
Value$229.2K
Filed 2026-10-14
Wealthcare Advisory Partners LLC
INCREASED
Shares3,924 from 3,713
Change+211 (+6%)
Value$224.9K (+$16.1K)
Filed 2026-10-21
Hamilton Capital, LLC
DECREASED
Shares3,905 from 4,055
Change-150 (-4%)
Value$223.8K (-$4.2K)
Filed 2026-10-08
Integrity Advisory Solutions, LLC
NEW
Shares3,891
Change+3,891
Value$223.0K
Filed 2026-10-29
J.W. Cole Advisors, Inc.
DECREASED
Shares3,817 from 6,817
Change-3,000 (-44%)
Value$218.8K (-$164.5K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
UNCHANGED
Shares3,764 from 3,764
Change0 (0%)
Value$215.7K (+$4.1K)
Filed 2026-10-20
Sincerus Advisory, LLC
UNCHANGED
Shares3,740 from 3,740
Change0 (0%)
Value$214.3K (+$4.1K)
Filed 2026-10-09
Nations Financial Group Inc,
DECREASED
Shares3,699 from 81,919
Change-78,220 (-95%)
Value$212.0K (-$4.4M)
Filed 2026-11-05
Tortuga Wealth Management, Inc
DECREASED
Shares3,600 from 3,800
Change-200 (-5%)
Value$206.3K (-$7.3K)
Filed 2026-10-27
Vista Investment Partners II, LLC
NEW
Shares3,543
Change+3,543
Value$203.0K
Filed 2026-10-15
Capital Wealth Alliance, LLC
NEW
Shares3,518
Change+3,518
Value$201.6K
Filed 2026-10-20
CoreCap Advisors, LLC
DECREASED
Shares2,622 from 2,936
Change-314 (-11%)
Value$150.3K (-$14.8K)
Filed 2026-10-08
S.A. Mason LLC
UNCHANGED
Shares1,975 from 1,975
Change0 (0%)
Value$113.2K (+$2.2K)
Filed 2026-10-13
Lanark Financial, Inc.
INCREASED
Shares1,917 from 1,752
Change+165 (+9%)
Value$109.9K (+$11.4K)
Filed 2026-10-26
Laurel Wealth Advisors LLC
NEW
Shares1,740
Change+1,740
Value$99.7K
Filed 2026-10-27
EverSource Wealth Advisors, LLC
DECREASED
Shares1,474 from 1,649
Change-175 (-11%)
Value$84.5K (-$8.2K)
Filed 2026-11-04
Spire Wealth Management
UNCHANGED
Shares1,085 from 1,085
Change0 (0%)
Value$62.2K (+$1.2K)
Filed 2026-10-30
Rossby Financial, LCC
DECREASED
Shares976 from 984
Change-8 (-1%)
Value$55.9K (+$615)
Filed 2026-11-05
City Holding Co
UNCHANGED
Shares875 from 875
Change0 (0%)
Value$50.1K (+$954)
Filed 2026-10-19
Creative Financial Designs Inc
DECREASED
Shares785 from 1,259
Change-474 (-38%)
Value$45.0K (-$25.8K)
Filed 2026-11-04
Costello Asset Management, Inc
UNCHANGED
Shares659 from 659
Change0 (0%)
Value$37.8K (+$718)
Filed 2026-10-30
Larson Financial Group LLC
DECREASED
Shares648 from 1,257
Change-609 (-48%)
Value$37.1K (-$33.5K)
Filed 2026-11-05
Sunrise Financial Services, LLC
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$35.0K (+$666)
Filed 2026-10-21
Root Financial Partners, LLC
NEW
Shares515
Change+515
Value$29.5K
Filed 2026-10-21
Assetmark, Inc
INCREASED
Shares511 from 457
Change+54 (+12%)
Value$29.3K (+$3.6K)
Filed 2026-10-21
GGM Financial LLC
NEW
Shares479
Change+479
Value$27.5K
Filed 2026-11-05
Kings Path Partners LLC
UNCHANGED
Shares452 from 452
Change0 (0%)
Value$25.9K (+$493)
Filed 2026-10-21
Archer Investment Corp
UNCHANGED
Shares443 from 443
Change0 (0%)
Value$25.4K (+$483)
Filed 2026-11-05
Bokf, NA
NEW
Shares398
Change+398
Value$22.8K
Filed 2026-10-27
PFS Partners, LLC
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$21.3K (+$406)
Filed 2026-10-21
Parallel Advisors, LLC
DECREASED
Shares366 from 372
Change-6 (-2%)
Value$21.0K (+$61)
Filed 2026-11-03
Markowski Investments
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$17.2K (+$327)
Filed 2026-10-30
Financial Perspectives, Inc
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$13.9K (+$264)
Filed 2026-11-03
Valley National Advisers Inc
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$13.6K (+$259)
Filed 2026-10-23
Silver Grove Financial Group, Inc.
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$7.7K (+$147)
Filed 2026-11-05
Private Trust Co NA
DECREASED
Shares134 from 375
Change-241 (-64%)
Value$7.7K (-$13.4K)
Filed 2026-10-20
Asset Dedication, LLC
NEW
Shares128
Change+128
Value$7.3K
Filed 2026-11-03
Heritage Family Offices, LLP
NEW
Shares120
Change+120
Value$6.9K
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$6.8K (+$129)
Filed 2026-11-04
Salomon & Ludwin, LLC
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$6.4K (+$111)
Filed 2026-10-29
GK Wealth Management LLC
NEW
Shares100
Change+100
Value$5.7K
Filed 2026-10-09
IMG Wealth Management, Inc.
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$3.6K (+$67)
Filed 2026-10-27
Team Financial Group, LLC
NEW
Shares44
Change+44
Value$2.5K
Filed 2026-10-30
POM Investment Strategies, LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$2.5K (+$47)
Filed 2026-10-20
Southern Michigan Bank & Trust
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$1.8K (+$35)
Filed 2026-10-19
American Capital Advisory, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$1.8K (+$34)
Filed 2026-10-28
RHL Group, LLC
NEW
Shares29
Change+29
Value$1.7K
Filed 2026-11-04
Hurley Capital, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.1K (+$22)
Filed 2026-11-05
Trust Co of Vermont
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.1K (+$21)
Filed 2026-10-21
TD Waterhouse Canada Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$694 (+$18)
Filed 2026-10-16
Citigroup Inc
NEW
Shares1
Change+1
Value$57
Filed 2026-11-04
StoneX Group Inc.
CLOSED
Shares0 from 17,662
Change-17,662 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-03
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED
Shares0 from 12,906
Change-12,906 (-100%)
Value$0 (-$725.6K)
Filed 2026-11-04
New Harbor Financial Group, LLC
CLOSED
Shares0 from 12,540
Change-12,540 (-100%)
Value$0 (-$705.0K)
Filed 2026-10-22
Sara-Bay Financial
CLOSED
Shares0 from 7,500
Change-7,500 (-100%)
Value$0 (-$421.7K)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 4,970
Change-4,970 (-100%)
Value$0 (-$279.4K)
Filed 2026-10-30
OmniStar Financial Group, Inc.
CLOSED
Shares0 from 4,700
Change-4,700 (-100%)
Value$0 (-$264.2K)
Filed 2026-10-26
Simplex Trading, LLC
CLOSED
Shares0 from 3,867
Change-3,867 (-100%)
Value$0 (-$217.4K)
Filed 2026-11-04
Wright Wealth LLC
CLOSED
Shares0 from 3,826
Change-3,826 (-100%)
Value$0 (-$215.1K)
Filed 2026-10-29
Cornerstone Wealth Management, LLC
CLOSED
Shares0 from 3,578
Change-3,578 (-100%)
Value$0 (-$201.2K)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2,991
Change-2,991 (-100%)
Value$0 (-$168.2K)
Filed 2026-10-15
Solstein Capital, LLC
CLOSED
Shares0 from 645
Change-645 (-100%)
Value$0 (-$36.3K)
Filed 2026-11-02
Hoey Investments, Inc
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$28.1K)
Filed 2026-10-29
Robinswood Financial LLC
CLOSED
Shares0 from 260
Change-260 (-100%)
Value$0 (-$14.6K)
Filed 2026-10-20
Atlatl Advisers LLC
CLOSED
Shares0 from 197
Change-197 (-100%)
Value$0 (-$11.1K)
Filed 2026-10-22
Stone House Investment Management, LLC
CLOSED
Shares0 from 191
Change-191 (-100%)
Value$0 (-$10.7K)
Filed 2026-10-23
Lodestone Wealth Management LLC
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$6.7K)
Filed 2026-10-14
MCF Advisors LLC
CLOSED
Shares0 from 72
Change-72 (-100%)
Value$0 (-$4.0K)
Filed 2026-10-28
Salem Investment Counselors Inc
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-13
Bank of America Corp
N/A
Shares— from 1,296,445
Change-1,296,445 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 1,182,000
Change-1,182,000 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,132,365
Change-1,132,365 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 978,870
Change-978,870 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 794,296
Change-794,296 (-100%)
Value—
UBS Group AG
N/A
Shares— from 667,659
Change-667,659 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 501,926
Change-501,926 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 308,360
Change-308,360 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 306,497
Change-306,497 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 289,887
Change-289,887 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 253,753
Change-253,753 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 228,066
Change-228,066 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 202,563
Change-202,563 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 190,154
Change-190,154 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 189,409
Change-189,409 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 187,939
Change-187,939 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 168,074
Change-168,074 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 156,787
Change-156,787 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 144,925
Change-144,925 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 144,275
Change-144,275 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 133,994
Change-133,994 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 117,368
Change-117,368 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 115,980
Change-115,980 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 95,819
Change-95,819 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 93,796
Change-93,796 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 93,002
Change-93,002 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 76,276
Change-76,276 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 74,947
Change-74,947 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 70,672
Change-70,672 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 67,057
Change-67,057 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 65,074
Change-65,074 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 63,157
Change-63,157 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 60,355
Change-60,355 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 59,579
Change-59,579 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 54,667
Change-54,667 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 53,639
Change-53,639 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 52,210
Change-52,210 (-100%)
Value—
Intrepid Family Office LLC
N/A
Shares— from 50,000
Change-50,000 (-100%)
Value—
Marble Harbor Investment Counsel, LLC
N/A
Shares— from 48,340
Change-48,340 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 46,674
Change-46,674 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 41,624
Change-41,624 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 41,421
Change-41,421 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 40,453
Change-40,453 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 40,215
Change-40,215 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 37,875
Change-37,875 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 37,715
Change-37,715 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 36,018
Change-36,018 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 35,752
Change-35,752 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 35,722
Change-35,722 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 35,360
Change-35,360 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 34,278
Change-34,278 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 33,276
Change-33,276 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 33,088
Change-33,088 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 32,127
Change-32,127 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 31,704
Change-31,704 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 31,640
Change-31,640 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 31,586
Change-31,586 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 30,100
Change-30,100 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 28,282
Change-28,282 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 26,666
Change-26,666 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 26,500
Change-26,500 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 26,000
Change-26,000 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 25,957
Change-25,957 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 25,232
Change-25,232 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 24,140
Change-24,140 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 23,378
Change-23,378 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 22,600
Change-22,600 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 22,183
Change-22,183 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 20,830
Change-20,830 (-100%)
Value—
Betterment LLC
N/A
Shares— from 20,822
Change-20,822 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 19,997
Change-19,997 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 18,500
Change-18,500 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 18,291
Change-18,291 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 17,884
Change-17,884 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 17,435
Change-17,435 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 17,319
Change-17,319 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 16,803
Change-16,803 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 16,183
Change-16,183 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 15,796
Change-15,796 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 15,742
Change-15,742 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 15,543
Change-15,543 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 14,926
Change-14,926 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 14,661
Change-14,661 (-100%)
Value—
&partners
N/A
Shares— from 14,283
Change-14,283 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 13,440
Change-13,440 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 13,091
Change-13,091 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 12,643
Change-12,643 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 12,600
Change-12,600 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 12,351
Change-12,351 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 12,252
Change-12,252 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 11,880
Change-11,880 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 11,621
Change-11,621 (-100%)
Value—
Blair William & Co
N/A
Shares— from 11,617
Change-11,617 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 11,597
Change-11,597 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 11,511
Change-11,511 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 11,391
Change-11,391 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 11,212
Change-11,212 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 11,125
Change-11,125 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 10,990
Change-10,990 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 10,559
Change-10,559 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 10,324
Change-10,324 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 10,291
Change-10,291 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 9,955
Change-9,955 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 9,410
Change-9,410 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 9,197
Change-9,197 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 9,125
Change-9,125 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 9,116
Change-9,116 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 9,079
Change-9,079 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 9,023
Change-9,023 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 8,955
Change-8,955 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 8,788
Change-8,788 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 8,350
Change-8,350 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 7,709
Change-7,709 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 7,614
Change-7,614 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 7,589
Change-7,589 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 7,320
Change-7,320 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 7,219
Change-7,219 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 7,069
Change-7,069 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 6,928
Change-6,928 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 6,896
Change-6,896 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,726
Change-6,726 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 6,378
Change-6,378 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 6,319
Change-6,319 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,164
Change-6,164 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 6,018
Change-6,018 (-100%)
Value—
Eurizon Asset Management Hungary Ltd.
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,962
Change-5,962 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 5,764
Change-5,764 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5,598
Change-5,598 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,054
Change-5,054 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 4,978
Change-4,978 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 4,911
Change-4,911 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 4,846
Change-4,846 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 4,845
Change-4,845 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,839
Change-4,839 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 4,775
Change-4,775 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,346
Change-4,346 (-100%)
Value—
Semper Augustus Investments Group LLC
N/A
Shares— from 4,245
Change-4,245 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 4,232
Change-4,232 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 4,229
Change-4,229 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 4,176
Change-4,176 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,106
Change-4,106 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 4,077
Change-4,077 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,890
Change-3,890 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 3,881
Change-3,881 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,879
Change-3,879 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 3,656
Change-3,656 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 3,642
Change-3,642 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,615
Change-3,615 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,812
Change-2,812 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 2,348
Change-2,348 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 2,103
Change-2,103 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,068
Change-2,068 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,889
Change-1,889 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,241
Change-1,241 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 990
Change-990 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 983
Change-983 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 700
Change-700 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 697
Change-697 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 673
Change-673 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 609
Change-609 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 550
Change-550 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 543
Change-543 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 507
Change-507 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 481
Change-481 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 472
Change-472 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 400
Change-400 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 390
Change-390 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 274
Change-274 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 211
Change-211 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 161
Change-161 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 103
Change-103 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Status
AMG National Trust Bank
INCREASED366,848365,641+1,207+0%$20.6M$21.0M+$467.7K2026-11-05
Capital Management Associates, Inc
DECREASED203,358224,604-21,246-9%$12.6M$11.7M-$972.8K2026-10-20
Elevation Point Wealth Partners, LLC
INCREASED170,643169,801+842+1%$9.5M$9.8M+$233.3K2026-11-05
180 Wealth Advisors, LLC
INCREASED154,648153,580+1,068+1%$8.6M$8.9M+$228.6K2026-11-03
New York Life Investment Management LLC
INCREASED139,65719,909+119,748+601%$1.1M$8.0M+$6.9M2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED134,865134,881-160%$7.6M$7.7M+$146.0K2026-11-02
Mirae Asset Global Investments Co., Ltd.
UNCHANGED130,522130,52200%$7.3M$7.5M+$142.3K2026-11-03
Avior Wealth Management, LLC
INCREASED93,41578,311+15,104+19%$4.4M$5.4M+$951.0K2026-10-13
Commonwealth Equity Services, LLC
DECREASED88,958104,352-15,394-15%$5.9M$5.1M-$768.5K2026-11-02
Pettinga Financial Advisors LLC
DECREASED74,24075,432-1,192-2%$4.2M$4.3M+$13.9K2026-10-13
Global Wealth Management, LLC
DECREASED72,79676,701-3,905-5%$4.3M$4.2M-$140.2K2026-10-15
Asset One Wealth Management LLC
INCREASED61,70261,129+573+1%$3.4M$3.5M+$181.4K2026-11-02
Golden State Wealth Management, LLC
DECREASED58,507121,101-62,594-52%$6.8M$3.4M-$3.5M2026-11-02
Simplicity Wealth,LLC
DECREASED58,46660,819-2,353-4%$3.4M$3.4M-$68.6K2026-10-23
Richard C. Young & Co., Ltd.
DECREASED56,09456,546-452-1%$3.2M$3.2M+$35.7K2026-11-04
Systelligence, LLC
DECREASED55,67772,304-16,627-23%$4.1M$4.3M+$283.4K2026-11-05
Myecfo, LLC
INCREASED53,32051,427+1,893+4%$2.9M$3.1M+$164.5K2026-10-14
US Bancorp \de\
DECREASED49,01050,520-1,510-3%$2.8M$2.8M-$31.5K2026-11-05
WT Wealth Management
DECREASED47,21150,827-3,616-7%$2.9M$2.7M-$151.8K2026-10-13
Apeiron RIA LLC
INCREASED45,07644,860+216+0%$2.5M$2.6M+$86.1K2026-10-08
Smart Wealth LLC
DECREASED40,43740,592-1550%$2.3M$2.3M+$35.4K2026-11-04
Kestra Advisory Services, LLC
INCREASED38,32833,277+5,051+15%$1.9M$2.2M+$325.7K2026-11-02
Prospera Financial Services Inc
INCREASED38,32636,975+1,351+4%$2.1M$1.8M-$282.0K2026-11-04
Vontobel Holding Ltd.
DECREASED38,28738,937-650-2%$2.2M$2.2M+$5.2K2026-10-16
Blue Capital, Inc.
INCREASED35,73830,368+5,370+18%$1.7M$2.0M+$340.8K2026-10-13
Imc-Chicago, LLC
DECREASED35,10952,609-17,500-33%$3.0M$2.0M-$945.6K2026-11-05
Farther Finance Advisors, LLC
INCREASED34,83633,517+1,319+4%$1.9M$2.0M+$112.3K2026-10-08
Alpine Bank Wealth Management
UNCHANGED34,00034,00000%$1.9M$1.9M+$37.1K2026-10-16
Tactive Advisors, LLC
INCREASED32,87023,395+9,475+41%$1.3M$1.9M+$568.5K2026-10-08
Stableford Capital II LLC
INCREASED31,88211,457+20,425+178%$644.1K$1.8M+$1.2M2026-10-09
Arta Finance Wealth Management LLC
INCREASED31,04430,582+462+2%$1.7M$1.8M+$59.8K2026-10-28
Sowell Financial Services LLC
DECREASED27,35141,539-14,188-34%$2.3M$1.6M-$767.8K2026-10-23
Acorn Wealth Advisors, LLC
DECREASED26,25226,339-870%$1.5M$1.5M+$23.7K2026-10-19
Sheets Smith Wealth Management
INCREASED25,95524,000+1,955+8%$1.3M$1.5M+$138.2K2026-10-16
Hegarty Advisors, LLC
INCREASED24,42823,025+1,403+6%$1.3M$1.4M+$105.5K2026-10-20
Concurrent Investment Advisors, LLC
INCREASED24,01321,945+2,068+9%$1.2M$1.4M+$142.4K2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED23,89127,539-3,648-13%$1.6M$1.3M-$219.6K2026-10-13
Security National Bank
UNCHANGED20,53420,53400%$1.2M$1.2M+$22.4K2026-10-26
Fifth Third Bancorp
DECREASED20,20420,621-417-2%$1.2M$1.2M-$1.4K2026-11-05
Leo Wealth, LLC
NEW19,783—+19,783——$1.1M—2026-10-26
Creative Planning
INCREASED19,65416,529+3,125+19%$929.3K$1.1M+$197.1K2026-11-02
Pekin Hardy Strauss, Inc.
INCREASED19,32210,197+9,125+89%$573.3K$1.1M+$534.1K2026-11-02
LexAurum Advisors, LLC
UNCHANGED19,02119,02100%$1.1M$1.1M+$20.7K2026-10-19
Columbus Macro, LLC
INCREASED17,65717,109+548+3%$961.9K$1.0M+$50.1K2026-10-14
Bluedoor Private Wealth, LLC
DECREASED17,50217,802-300-2%$1.0M$1.0M+$2.2K2026-11-05
Truist Financial Corp
INCREASED17,40215,146+2,256+15%$851.5K$997.3K+$145.8K2026-10-30
Haven Private, LLC
NEW17,213—+17,213——$986.5K—2026-10-27
Legacy Wealth Asset Management, LLC
DECREASED15,67221,837-6,165-28%$1.2M$898.2K-$329.5K2026-10-09
BIP Wealth, LLC
INCREASED15,05414,691+363+2%$825.9K$862.7K+$36.8K2026-10-22
Jacobsen Capital Management
UNCHANGED14,24414,24400%$800.8K$816.3K+$15.5K2026-10-27
Schaper Benz & Wise Investment Counsel Inc
DECREASED14,11015,110-1,000-7%$849.5K$808.6K-$40.8K2026-10-09
Sulzberger Capital Advisors, Inc.
DECREASED13,83421,642-7,808-36%$1.2M$792.8K-$423.9K2026-10-20
Anson Capital, Inc.
INCREASED13,71713,430+287+2%$755.0K$786.1K+$31.1K2026-10-23
Blue Trust, Inc.
UNCHANGED13,61713,61700%$765.5K$780.4K+$14.8K2026-10-15
Owl Creek Wealth Partners LLC
INCREASED12,14411,890+254+2%$668.5K$696.0K+$27.5K2026-10-20
Interchange Capital Partners, LLC
INCREASED11,9618,474+3,487+41%$476.4K$677.0K+$200.6K2026-10-28
Perigon Wealth Management, LLC
NEW11,935—+11,935——$684.0K—2026-10-22
Ignite Planners, LLC
INCREASED11,5804,004+7,576+189%$226.0K$663.6K+$437.6K2026-10-14
Rare Wolf Capital LLC
UNCHANGED11,50311,50300%$646.7K$659.2K+$12.5K2026-10-20
TBH Global Asset Management, LLC
UNCHANGED11,45511,45500%$644.0K$656.5K+$12.5K2026-11-03
Atria Investments, Inc
INCREASED11,2368,054+3,182+40%$452.8K$643.9K+$191.1K2026-10-15
Vicus Capital
INCREASED11,13410,597+537+5%$595.8K$638.1K+$42.3K2026-11-05
Nadler Financial Group, Inc.
UNCHANGED10,95510,95500%$615.9K$627.8K+$11.9K2026-10-23
City Center Advisors, LLC
INCREASED9,7939,114+679+7%$512.4K$561.2K+$48.8K2026-10-08
Miller Global Investments, LLC
UNCHANGED9,7029,70200%$545.4K$556.0K+$10.6K2026-10-02
IFP Advisors, Inc
DECREASED9,6859,808-123-1%$551.4K$555.0K+$3.6K2026-10-16
Global View Capital Management LLC
DECREASED9,60812,569-2,961-24%$706.6K$550.6K-$156.0K2026-10-28
Visionary Wealth Advisors
DECREASED9,5479,796-249-3%$550.7K$547.1K-$3.6K2026-11-04
VestGen Advisors, LLC
INCREASED9,4547,665+1,789+23%$430.9K$541.8K+$110.9K2026-10-27
Abacus Wealth Partners, LLC
UNCHANGED9,4009,40000%$528.5K$538.7K+$10.2K2026-11-03
Brookstone Capital Management
DECREASED9,0869,161-75-1%$515.0K$520.7K+$5.7K2026-10-22
Mather Group, Llc.
UNCHANGED9,0269,02600%$507.4K$517.3K+$9.8K2026-10-14
Apollon Wealth Management, LLC
INCREASED9,0048,371+633+8%$470.6K$516.0K+$45.4K2026-10-23
Fulcrum Equity Management
UNCHANGED8,7008,70000%$489.1K$498.6K+$9.5K2026-10-21
Cyndeo Wealth Partners, LLC
UNCHANGED8,6348,63400%$485.4K$494.8K+$9.4K2026-10-16
Integrated Advisors Network LLC
INCREASED8,5787,786+792+10%$437.7K$491.6K+$53.9K2026-10-20
CWC Advisors, Llc.
DECREASED8,2468,727-481-6%$490.6K$472.6K-$18.1K2026-10-15
Tcfg Investment Advisors, LLC
DECREASED8,01510,157-2,142-21%$571.0K$459.3K-$111.7K2026-10-20
Choreo, LLC
DECREASED7,9268,376-450-5%$470.9K$454.2K-$16.7K2026-10-28
Sagespring Wealth Partners, LLC
DECREASED7,7907,808-180%$439.0K$446.5K+$7.5K2026-10-22
Onyx Bridge Wealth Group LLC
DECREASED7,5537,608-55-1%$427.7K$432.9K+$5.1K2026-10-16
BOS Asset Management, LLC
DECREASED7,52212,365-4,843-39%$695.2K$431.1K-$264.1K2026-10-09
Arlington Trust Co LLC
UNCHANGED7,5007,50000%$421.7K$429.8K+$8.2K2026-10-20
Ashton Thomas Private Wealth, LLC
DECREASED7,4738,490-1,017-12%$477.3K$428.3K-$49.0K2026-11-03
HBW Advisory Services LLC
DECREASED7,3697,606-237-3%$427.6K$422.3K-$5.3K2026-10-15
JBR Co Financial Management Inc
DECREASED7,3499,178-1,829-20%$516.0K$413.9K-$102.1K2026-10-13
Retirement Financial Solutions, LLC
INCREASED7,1626,067+1,095+18%$341.1K$410.5K+$69.4K2026-10-20
Ervin Investment Management, LLC
UNCHANGED7,1007,10000%$399.2K$406.9K+$7.7K2026-10-23
Thrivent Financial for Lutherans
DECREASED7,0457,441-396-5%$418.0K$404.0K-$14.0K2026-11-05
Nemes Rush Group LLC
UNCHANGED6,7076,70700%$377.1K$384.4K+$7.3K2026-11-04
Total Investment Management Inc
UNCHANGED6,6816,68100%$367.8K$382.9K+$15.1K2026-10-22
Cordoba Advisory Partners LLC
UNCHANGED6,5656,56500%$369.1K$376.2K+$7.2K2026-10-19
MGO One Seven LLC
DECREASED6,1066,128-220%$344.5K$349.9K+$5.4K2026-10-28
Sigma Planning Corp
DECREASED6,10412,591-6,487-52%$707.9K$349.8K-$358.0K2026-10-23
Beaumont Financial Advisors, LLC
UNCHANGED6,0006,00000%$337.3K$343.9K+$6.5K2026-10-22
Blue Bell Private Wealth Management, LLC
INCREASED5,7285,727+1+0%$322.0K$328.3K+$6.3K2026-10-29
Blossom Wealth Management
INCREASED5,6975,355+342+6%$301.1K$326.5K+$25.4K2026-11-03
Bauman Advisory Group, LLC
UNCHANGED5,6935,69300%$320.1K$326.3K+$6.2K2026-10-29
Gibbs Wealth Management
DECREASED5,4818,050-2,569-32%$452.6K$314.1K-$138.5K2026-10-22
Partners Wealth Management, LLC
INCREASED5,3773,785+1,592+42%$212.8K$308.2K+$95.4K2026-10-28
Spectrum Planning & Advisory Services Inc.
UNCHANGED5,3085,30800%$298.4K$304.2K+$5.8K2026-11-05
Keybank National Association
INCREASED5,0924,991+101+2%$280.6K$291.8K+$11.2K2026-11-04
Leading Edge Financial Planning LLC
UNCHANGED5,0235,02300%$282.4K$287.9K+$5.5K2026-10-23
Wolff Financial Management LLC
UNCHANGED4,8594,85900%$273.2K$278.5K+$5.3K2026-10-23
BKM Wealth Management, LLC
NEW4,755—+4,755——$272.5K—2026-10-22
Thompson Davis & Co., Inc.
UNCHANGED4,7254,72500%$265.6K$270.8K+$5.2K2026-11-05
Whitaker-Myers Wealth Managers, Ltd.
INCREASED4,5684,537+31+1%$255.1K$261.8K+$6.7K2026-10-09
Flynn Zito Capital Management, LLC
INCREASED4,5374,039+498+12%$227.1K$260.0K+$32.9K2026-11-04
North Forty Two & Co.
UNCHANGED4,4004,40000%$247.4K$252.2K+$4.8K2026-10-19
OpenArc Corporate Advisory, LLC
NEW4,350—+4,350——$249.3K—2026-10-21
Crestwood Advisors Group, LLC
UNCHANGED4,3304,33000%$243.4K$248.2K+$4.7K2026-10-27
HUB Investment Partners, LLC
DECREASED4,2084,528-320-7%$254.6K$241.2K-$13.4K2026-11-03
Peak Financial Management, Inc.
INCREASED4,2043,951+253+6%$222.1K$240.9K+$18.8K2026-10-16
Robinson Value Management, Ltd.
UNCHANGED4,1704,17000%$234.4K$239.0K+$4.5K2026-10-20
International Assets Investment Management, LLC
DECREASED4,1337,393-3,260-44%$416.4K$239.1K-$177.2K2026-11-02
Kelly Financial Services LLC
UNCHANGED4,0954,09500%$230.2K$234.7K+$4.5K2026-10-20
Tradewinds Capital Management, LLC
DECREASED4,056559,479-555,423-99%$31.5M$232.5K-$31.2M2026-10-23
Independent Wealth Network Inc.
INCREASED4,0403,862+178+5%$217.1K$231.5K+$14.4K2026-10-19
TriaGen Wealth Management LLC
NEW4,000—+4,000——$229.2K—2026-10-14
Wealthcare Advisory Partners LLC
INCREASED3,9243,713+211+6%$208.7K$224.9K+$16.1K2026-10-21
Hamilton Capital, LLC
DECREASED3,9054,055-150-4%$228.0K$223.8K-$4.2K2026-10-08
Integrity Advisory Solutions, LLC
NEW3,891—+3,891——$223.0K—2026-10-29
J.W. Cole Advisors, Inc.
DECREASED3,8176,817-3,000-44%$383.3K$218.8K-$164.5K2026-11-05
Prime Capital Investment Advisors, LLC
UNCHANGED3,7643,76400%$211.6K$215.7K+$4.1K2026-10-20
Sincerus Advisory, LLC
UNCHANGED3,7403,74000%$210.3K$214.3K+$4.1K2026-10-09
Nations Financial Group Inc,
DECREASED3,69981,919-78,220-95%$4.6M$212.0K-$4.4M2026-11-05
Tortuga Wealth Management, Inc
DECREASED3,6003,800-200-5%$213.6K$206.3K-$7.3K2026-10-27
Vista Investment Partners II, LLC
NEW3,543—+3,543——$203.0K—2026-10-15
Capital Wealth Alliance, LLC
NEW3,518—+3,518——$201.6K—2026-10-20
CoreCap Advisors, LLC
DECREASED2,6222,936-314-11%$165.1K$150.3K-$14.8K2026-10-08
S.A. Mason LLC
UNCHANGED1,9751,97500%$111.0K$113.2K+$2.2K2026-10-13
Lanark Financial, Inc.
INCREASED1,9171,752+165+9%$98.5K$109.9K+$11.4K2026-10-26
Laurel Wealth Advisors LLC
NEW1,740—+1,740——$99.7K—2026-10-27
EverSource Wealth Advisors, LLC
DECREASED1,4741,649-175-11%$92.7K$84.5K-$8.2K2026-11-04
Spire Wealth Management
UNCHANGED1,0851,08500%$61.0K$62.2K+$1.2K2026-10-30
Rossby Financial, LCC
DECREASED976984-8-1%$55.3K$55.9K+$6152026-11-05
City Holding Co
UNCHANGED87587500%$49.2K$50.1K+$9542026-10-19
Creative Financial Designs Inc
DECREASED7851,259-474-38%$70.8K$45.0K-$25.8K2026-11-04
Costello Asset Management, Inc
UNCHANGED65965900%$37.0K$37.8K+$7182026-10-30
Larson Financial Group LLC
DECREASED6481,257-609-48%$70.7K$37.1K-$33.5K2026-11-05
Sunrise Financial Services, LLC
UNCHANGED61161100%$34.4K$35.0K+$6662026-10-21
Root Financial Partners, LLC
NEW515—+515——$29.5K—2026-10-21
Assetmark, Inc
INCREASED511457+54+12%$25.7K$29.3K+$3.6K2026-10-21
GGM Financial LLC
NEW479—+479——$27.5K—2026-11-05
Kings Path Partners LLC
UNCHANGED45245200%$25.4K$25.9K+$4932026-10-21
Archer Investment Corp
UNCHANGED44344300%$24.9K$25.4K+$4832026-11-05
Bokf, NA
NEW398—+398——$22.8K—2026-10-27
PFS Partners, LLC
UNCHANGED37237200%$20.9K$21.3K+$4062026-10-21
Parallel Advisors, LLC
DECREASED366372-6-2%$20.9K$21.0K+$612026-11-03
Markowski Investments
UNCHANGED30030000%$16.9K$17.2K+$3272026-10-30
Financial Perspectives, Inc
UNCHANGED24224200%$13.6K$13.9K+$2642026-11-03
Valley National Advisers Inc
UNCHANGED23823800%$13.4K$13.6K+$2592026-10-23
Silver Grove Financial Group, Inc.
UNCHANGED13513500%$7.6K$7.7K+$1472026-11-05
Private Trust Co NA
DECREASED134375-241-64%$21.1K$7.7K-$13.4K2026-10-20
Asset Dedication, LLC
NEW128—+128——$7.3K—2026-11-03
Heritage Family Offices, LLP
NEW120—+120——$6.9K—2026-11-02
Plante Moran Financial Advisors, LLC
UNCHANGED11811800%$6.6K$6.8K+$1292026-11-04
Salomon & Ludwin, LLC
UNCHANGED11211200%$6.3K$6.4K+$1112026-10-29
GK Wealth Management LLC
NEW100—+100——$5.7K—2026-10-09
IMG Wealth Management, Inc.
UNCHANGED626200%$3.5K$3.6K+$672026-10-27
Team Financial Group, LLC
NEW44—+44——$2.5K—2026-10-30
POM Investment Strategies, LLC
UNCHANGED434300%$2.4K$2.5K+$472026-10-20
Southern Michigan Bank & Trust
UNCHANGED323200%$1.8K$1.8K+$352026-10-19
American Capital Advisory, LLC
UNCHANGED323200%$1.8K$1.8K+$342026-10-28
RHL Group, LLC
NEW29—+29——$1.7K—2026-11-04
Hurley Capital, LLC
UNCHANGED202000%$1.1K$1.1K+$222026-11-05
Trust Co of Vermont
UNCHANGED191900%$1.1K$1.1K+$212026-10-21
TD Waterhouse Canada Inc.
UNCHANGED121200%$676$694+$182026-10-16
Citigroup Inc
NEW1—+1——$57—2026-11-04
StoneX Group Inc.
CLOSED017,662-17,662-100%$1.2M$0-$1.2M2026-11-03
Dymon Asia Capital (Singapore) Pte. Ltd.
CLOSED012,906-12,906-100%$725.6K$0-$725.6K2026-11-04
New Harbor Financial Group, LLC
CLOSED012,540-12,540-100%$705.0K$0-$705.0K2026-10-22
Sara-Bay Financial
CLOSED07,500-7,500-100%$421.7K$0-$421.7K2026-10-21
Kestra Private Wealth Services, LLC
CLOSED04,970-4,970-100%$279.4K$0-$279.4K2026-10-30
OmniStar Financial Group, Inc.
CLOSED04,700-4,700-100%$264.2K$0-$264.2K2026-10-26
Simplex Trading, LLC
CLOSED03,867-3,867-100%$217.4K$0-$217.4K2026-11-04
Wright Wealth LLC
CLOSED03,826-3,826-100%$215.1K$0-$215.1K2026-10-29
Cornerstone Wealth Management, LLC
CLOSED03,578-3,578-100%$201.2K$0-$201.2K2026-11-04
AdvisorNet Financial, Inc
CLOSED02,991-2,991-100%$168.2K$0-$168.2K2026-10-15
Solstein Capital, LLC
CLOSED0645-645-100%$36.3K$0-$36.3K2026-11-02
Hoey Investments, Inc
CLOSED0500-500-100%$28.1K$0-$28.1K2026-10-29
Robinswood Financial LLC
CLOSED0260-260-100%$14.6K$0-$14.6K2026-10-20
Atlatl Advisers LLC
CLOSED0197-197-100%$11.1K$0-$11.1K2026-10-22
Stone House Investment Management, LLC
CLOSED0191-191-100%$10.7K$0-$10.7K2026-10-23
Lodestone Wealth Management LLC
CLOSED0120-120-100%$6.7K$0-$6.7K2026-10-14
MCF Advisors LLC
CLOSED072-72-100%$4.0K$0-$4.0K2026-10-28
Salem Investment Counselors Inc
CLOSED020-20-100%$1.1K$0-$1.1K2026-10-13
Bank of America Corp
N/A—1,296,445-1,296,445-100%$72.9M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—1,182,000-1,182,000-100%$66.9M———
LPL Financial LLC
N/A—1,132,365-1,132,365-100%$63.7M———
Wells Fargo & Company
N/A—978,870-978,870-100%$55.0M———
Susquehanna International Group, LLP
N/A—794,296-794,296-100%$44.7M———
UBS Group AG
N/A—667,659-667,659-100%$37.5M———
Morgan Stanley
N/A—501,926-501,926-100%$28.2M———
Ameriprise Financial Inc
N/A—308,360-308,360-100%$17.3M———
Cetera Investment Advisers
N/A—306,497-306,497-100%$17.2M———
NewEdge Advisors, LLC
N/A—289,887-289,887-100%$16.3M———
Osaic Holdings, Inc.
N/A—253,753-253,753-100%$14.3M———
HighTower Advisors, LLC
N/A—228,066-228,066-100%$12.8M———
Envestnet Asset Management Inc
N/A—202,563-202,563-100%$11.4M———
Royal Bank of Canada
N/A—190,154-190,154-100%$10.7M———
Jane Street Group, LLC
N/A—189,409-189,409-100%$10.6M———
Mission Creek Capital Partners, Inc.
N/A—187,939-187,939-100%$10.6M———
Vestmark Advisory Solutions, Inc.
N/A—168,074-168,074-100%$9.4M———
World Investment Advisors
N/A—156,787-156,787-100%$11.1M———
Raymond James Financial Inc
N/A—144,925-144,925-100%$8.1M———
Kiker Wealth Management, LLC
N/A—144,275-144,275-100%$8.1M———
Merit Financial Group, LLC
N/A—133,994-133,994-100%$7.5M———
LaSalle St. Investment Advisors, LLC
N/A—117,368-117,368-100%$6.6M———
JPMorgan Chase & Co
N/A—115,980-115,980-100%$6.4M———
Jones Financial Companies Lllp
N/A—95,819-95,819-100%$5.4M———
Quadrature Capital Ltd
N/A—93,796-93,796-100%$5.3M———
Seeds Investor LLC
N/A—93,002-93,002-100%$5.2M———
Byrne Financial Freedom, LLC
N/A—76,276-76,276-100%$4.3M———
MML Investors Services, LLC
N/A—74,947-74,947-100%$4.2M———
Northwestern Mutual Wealth Management Co
N/A—70,672-70,672-100%$4.0M———
OneDigital Investment Advisors LLC
N/A—67,057-67,057-100%$3.8M———
Mariner, LLC
N/A—65,074-65,074-100%$3.7M———
Empowered Funds, LLC
N/A—63,157-63,157-100%$3.6M———
AE Wealth Management LLC
N/A—60,355-60,355-100%$3.4M———
Silver Coast Investments LLC
N/A—59,579-59,579-100%$3.3M———
Citadel Advisors LLC
N/A—54,667-54,667-100%$3.1M———
Stratos Wealth Partners, Ltd.
N/A—53,639-53,639-100%$3.0M———
Private Advisor Group, LLC
N/A—52,210-52,210-100%$2.9M———
Intrepid Family Office LLC
N/A—50,000-50,000-100%$2.8M———
Marble Harbor Investment Counsel, LLC
N/A—48,340-48,340-100%$2.7M———
Principal Securities, Inc.
N/A—46,674-46,674-100%$2.6M———
Wealth Watch Advisors, Inc
N/A—41,624-41,624-100%$2.3M———
Waverly Advisors, LLC
N/A—41,421-41,421-100%$2.3M———
Sprott Inc.
N/A—40,453-40,453-100%$2.3M———
FLP Wealth Management, LLC
N/A—40,215-40,215-100%$2.3M———
Evelyn Partners Group Ltd
N/A—37,875-37,875-100%$2.1M———
Fielder Capital Group LLC
N/A—37,715-37,715-100%$2.1M———
Allworth Financial LP
N/A—36,018-36,018-100%$2.0M———
Janney Montgomery Scott LLC
N/A—35,752-35,752-100%$2.0M———
Focus Partners Wealth
N/A—35,722-35,722-100%$2.0M———
Foundations Investment Advisors, LLC
N/A—35,360-35,360-100%$2.0M———
Rockefeller Capital Management L.P.
N/A—34,278-34,278-100%$1.9M———
Pinnacle Financial Partners, Inc.
N/A—33,276-33,276-100%$1.9M———
Clearstead Advisors, LLC
N/A—33,088-33,088-100%$1.9M———
Virtu Financial LLC
N/A—32,127-32,127-100%$1.8M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—31,704-31,704-100%$1.8M———
Tidal Investments LLC
N/A—31,640-31,640-100%$1.8M———
Baird Financial Group, Inc.
N/A—31,586-31,586-100%$1.8M———
Copley Financial Group, Inc.
N/A—30,100-30,100-100%$1.7M———
Belpointe Asset Management LLC
N/A—28,282-28,282-100%$1.6M———
Inspire Advisors, LLC
N/A—26,666-26,666-100%$1.5M———
NewEdge Wealth, LLC
N/A—26,500-26,500-100%$1.5M———
Harbour Investment Management LLC
N/A—26,000-26,000-100%$1.5M———
Mutual Advisors, LLC
N/A—25,957-25,957-100%$1.5M———
Group One Trading LLC
N/A—25,232-25,232-100%$1.4M———
Nikulski Financial, Inc.
N/A—24,140-24,140-100%$1.4M———
Gotham Asset Management, LLC
N/A—23,378-23,378-100%$1.3M———
M&T Bank Corp
N/A—22,600-22,600-100%$1.3M———
Summit Trail Advisors, LLC
N/A—22,183-22,183-100%$1.2M———
WCG Wealth Advisors LLC
N/A—20,830-20,830-100%$1.2M———
Betterment LLC
N/A—20,822-20,822-100%$1.2M———
Modern Wealth Management, LLC
N/A—19,997-19,997-100%$1.1M———
Oxford Financial Group, Ltd. LLC
N/A—18,500-18,500-100%$1.0M———
Cerity Partners LLC
N/A—18,291-18,291-100%$1.0M———
Denver Wealth Management, Inc.
N/A—17,884-17,884-100%$1.0M———
Envision Financial Transparency, LLC
N/A—17,435-17,435-100%$980.2K———
IFG Advisory, LLC
N/A—17,319-17,319-100%$973.7K———
Ethos Financial Group, LLC
N/A—16,803-16,803-100%$914.6K———
Level Four Advisory Services, LLC
N/A—16,183-16,183-100%$909.8K———
Arax Advisory Partners
N/A—15,796-15,796-100%$888.1K———
Empower Advisory Group, LLC
N/A—15,742-15,742-100%$885.0K———
Banco BTG Pactual S.A.
N/A—15,543-15,543-100%$873.8K———
Integrated Wealth Concepts LLC
N/A—14,926-14,926-100%$839.2K———
Headlands Technologies LLC
N/A—14,661-14,661-100%$824.2K———
&partners
N/A—14,283-14,283-100%$799.9K———
Western Wealth Management, LLC
N/A—13,440-13,440-100%$755.6K———
EP Wealth Advisors, LLC
N/A—13,091-13,091-100%$736.0K———
Stifel Financial Corp
N/A—12,643-12,643-100%$710.8K———
Renaissance Technologies LLC
N/A—12,600-12,600-100%$708.4K———
Harbour Investments, Inc.
N/A—12,351-12,351-100%$694.4K———
BSW Wealth Partners
N/A—12,252-12,252-100%$688.8K———
Mercer Global Advisors Inc
N/A—11,880-11,880-100%$667.9K———
Thoroughbred Financial Services, LLC
N/A—11,621-11,621-100%$653.0K———
Blair William & Co
N/A—11,617-11,617-100%$653.1K———
Steward Partners Investment Advisory, LLC
N/A—11,597-11,597-100%$652.0K———
Comprehensive Money Management Services LLC
N/A—11,511-11,511-100%$647.1K———
Captrust Financial Advisors
N/A—11,391-11,391-100%$640.4K———
Intentional Wealth Strategies, LLC
N/A—11,212-11,212-100%$630.3K———
CreativeOne Wealth, LLC
N/A—11,125-11,125-100%$625.5K———
Proficio Capital Partners LLC
N/A—10,990-10,990-100%$617.9K———
Turner Financial Group, Inc.
N/A—10,559-10,559-100%$593.6K———
Smith, Moore & Co.
N/A—10,324-10,324-100%$580.4K———
Advisory Services Network, LLC
N/A—10,291-10,291-100%$578.6K———
Texas Yale Capital Corp.
N/A—9,955-9,955-100%$559.7K———
Whittier Trust Co
N/A—9,410-9,410-100%$555.1K———
Quantum Portfolio Management LLC
N/A—9,197-9,197-100%$517.1K———
Scotia Capital Inc.
N/A—9,125-9,125-100%$513.0K———
Equitable Holdings, Inc.
N/A—9,116-9,116-100%$512.5K———
Insigneo Advisory Services, LLC
N/A—9,079-9,079-100%$510.4K———
Bcgm Wealth Management, LLC
N/A—9,023-9,023-100%$507.3K———
Kovack Advisors, Inc.
N/A—8,955-8,955-100%$503.5K———
Fortis Capital Management LLC
N/A—8,788-8,788-100%$494.1K———
Neuberger Berman Group LLC
N/A—8,350-8,350-100%$469.4K———
Paul R. Ried Financial Group, LLC
N/A—7,709-7,709-100%$433.4K———
HRT Financial LP
N/A—7,614-7,614-100%$428.0K———
IHT Wealth Management, LLC
N/A—7,589-7,589-100%$426.7K———
HighPoint Advisor Group LLC
N/A—7,320-7,320-100%$411.5K———
National Bank of Canada
N/A—7,219-7,219-100%$460.0K———
Index Technologies Group LLC
N/A—7,069-7,069-100%$397.4K———
JT Stratford LLC
N/A—6,928-6,928-100%$389.5K———
Werba Rubin Papier Wealth Management
N/A—6,896-6,896-100%$387.7K———
PFG Investments, LLC
N/A—6,726-6,726-100%$378.1K———
Savant Capital, LLC
N/A—6,378-6,378-100%$358.6K———
Bank of Montreal
N/A—6,319-6,319-100%$355.3K———
Summit Financial, LLC
N/A—6,164-6,164-100%$346.5K———
Fiduciary Trust Co
N/A—6,018-6,018-100%$338.3K———
Eurizon Asset Management Hungary Ltd.
N/A—6,000-6,000-100%$337.3K———
AQR Capital Management LLC
N/A—5,962-5,962-100%$335.2K———
Kingsview Wealth Management, LLC
N/A—5,764-5,764-100%$324.1K———
BNP Paribas Financial Markets
N/A—5,598-5,598-100%$314.7K———
Global Retirement Partners, LLC
N/A—5,054-5,054-100%$284.1K———
Thompson David Blair
N/A—4,978-4,978-100%$279.9K———
Patron Partners, LLC
N/A—4,911-4,911-100%$276.1K———
Beacon Pointe Advisors, LLC
N/A—4,846-4,846-100%$272.4K———
Wealthspire Advisors, LLC
N/A—4,845-4,845-100%$272.4K———
Aptus Capital Advisors, LLC
N/A—4,839-4,839-100%$272.0K———
Evercore Wealth Management, LLC
N/A—4,800-4,800-100%$269.9K———
Bravias Capital Group, LLC
N/A—4,775-4,775-100%$268.5K———
OneAscent Financial Services LLC
N/A—4,346-4,346-100%$244.3K———
Semper Augustus Investments Group LLC
N/A—4,245-4,245-100%$238.7K———
Financial Engines Advisors L.L.C.
N/A—4,232-4,232-100%$237.9K———
NorthRock Partners, LLC
N/A—4,229-4,229-100%$237.8K———
FAS Wealth Partners, Inc.
N/A—4,176-4,176-100%$234.8K———
Centaurus Financial, Inc.
N/A—4,106-4,106-100%$231.0K———
Great Valley Advisor Group, Inc.
N/A—4,077-4,077-100%$229.1K———
Geneos Wealth Management Inc.
N/A—3,890-3,890-100%$218.7K———
Perennial Investment Advisors, LLC
N/A—3,881-3,881-100%$218.2K———
Gateway Wealth Partners, LLC
N/A—3,879-3,879-100%$218.1K———
Pallas Capital Advisors LLC
N/A—3,656-3,656-100%$205.5K———
Rehmann Capital Advisory Group
N/A—3,642-3,642-100%$204.8K———
PNC Financial Services Group, Inc.
N/A—3,615-3,615-100%$203.2K———
McMillan Office, Inc.
N/A—3,000-3,000-100%$168.7K———
Ancora Advisors LLCA
N/A—2,812-2,812-100%$158.1K———
Allied Private Wealth LLC
N/A—2,348-2,348-100%$130.4K———
Boreal Capital Management LLC
N/A—2,103-2,103-100%$118.2K———
FMR LLC
N/A—2,068-2,068-100%$116.2K———
Vision Retirement, LLC
N/A—1,889-1,889-100%$106.2K———
CoreFirst Bank & Trust
N/A—1,430-1,430-100%$80.4K———
Bravera Wealth
N/A—1,400-1,400-100%$78.7K———
Rialto Wealth Management, LLC
N/A—1,241-1,241-100%$69.8K———
SouthState Bank Corp
N/A—1,000-1,000-100%$56.2K———
Cbiz Investment Advisory Services, LLC
N/A—990-990-100%$70.9K———
BFC Planning, Inc.
N/A—983-983-100%$55.3K———
Dunhill Financial, LLC
N/A—800-800-100%$45.0K———
IMA Advisory Services, Inc.
N/A—700-700-100%$39.4K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—697-697-100%$39.2K———
BlackRock, Inc.
N/A—673-673-100%$37.8K———
Federation des caisses Desjardins du Quebec
N/A—609-609-100%$34.2K———
Ameritas Investment Partners, Inc.
N/A—550-550-100%$30.9K———
Transamerica Financial Advisors, LLC
N/A—543-543-100%$30.5K———
Capital Analysts, LLC
N/A—507-507-100%$29———
Strategic Wealth Partners, Ltd.
N/A—500-500-100%$28.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—500-500-100%$28.1K———
Sankala Group LLC
N/A—481-481-100%$29.2K———
Continuum Advisory, LLC
N/A—472-472-100%$26.5K———
Tower Research Capital LLC (TRC)
N/A—400-400-100%$22.5K———
Hantz Financial Services, Inc.
N/A—390-390-100%$22.0K———
Hollencrest Capital Management
N/A—274-274-100%$15.4K———
Orion Capital Management LLC
N/A—235-235-100%$13.2K———
Highland Investment Advisors LLC
N/A—211-211-100%$11.9K———
Oakmont Advisory Group, LLC
N/A—186-186-100%$10.5K———
Copia Wealth Management
N/A—161-161-100%$9.1K———
Keating Financial Advisory Services, Inc.
N/A—103-103-100%$5.8K———
Ameriflex Group, Inc.
N/A—100-100-100%$5.6K———
Caldwell Sutter Capital, Inc.
N/A—70-70-100%$3.9K———
CVA Family Office, LLC
N/A—11-11-100%$618———
LGT Financial Advisors LLC
N/A—10-10-100%$562———
Imprint Wealth LLC
N/A—8-8-100%$450———
Showing 374 of 374 institutions