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Alliancebernstein Holding LP (AB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares553,371 from 552,670
Change+701 (+0%)
Value$19.3M (-$163.5K)
Filed 2026-11-06
Crestwood Advisors Group, LLC
INCREASED
Shares519,003 from 214,633
Change+304,370 (+142%)
Value$18.1M (+$10.5M)
Filed 2026-10-27
Lido Advisors, LLC
INCREASED
Shares189,161 from 66,434
Change+122,727 (+185%)
Value$6.6M (+$4.3M)
Filed 2026-11-04
D.A. Davidson & Co.
INCREASED
Shares184,533 from 160,032
Change+24,501 (+15%)
Value$6.4M (+$800.2K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares129,475 from 125,620
Change+3,855 (+3%)
Value$4.6M (-$97.6K)
Filed 2026-10-13
Natixis
INCREASED
Shares117,700 from 75,100
Change+42,600 (+57%)
Value$4.1M (+$1.5M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares81,390 from 55,590
Change+25,800 (+46%)
Value$2.8M (+$881.0K)
Filed 2026-11-02
Williams Jones Wealth Management, Llc.
INCREASED
Shares80,100 from 79,100
Change+1,000 (+1%)
Value$2.8M (+$8.0K)
Filed 2026-11-05
Disciplined Equity Management, Inc.
INCREASED
Shares65,390 from 64,283
Change+1,107 (+2%)
Value$2.3M (+$16.8K)
Filed 2026-10-14
Moors & Cabot, Inc.
INCREASED
Shares63,839 from 51,706
Change+12,133 (+23%)
Value$2.2M (+$405.6K)
Filed 2026-11-06
Moody Aldrich Partners LLC
DECREASED
Shares56,108 from 137,341
Change-81,233 (-59%)
Value$2.0M (-$2.9M)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares54,735 from 52,500
Change+2,235 (+4%)
Value$1.9M (+$60.1K)
Filed 2026-11-02
Parrish Capital LLC
INCREASED
Shares53,743 from 48,636
Change+5,107 (+11%)
Value$1.9M (+$161.6K)
Filed 2026-10-01
Commonwealth Equity Services, LLC
DECREASED
Shares49,034 from 61,164
Change-12,130 (-20%)
Value$1.7M (-$443.9K)
Filed 2026-11-02
Cacti Asset Management LLC
DECREASED
Shares43,600 from 44,850
Change-1,250 (-3%)
Value$1.5M (-$31.4K)
Filed 2026-10-01
Bank of Montreal
INCREASED
Shares41,427 from 39,060
Change+2,367 (+6%)
Value$1.4M (+$69.3K)
Filed 2026-11-09
Davenport & Co LLC
DECREASED
Shares38,567 from 44,522
Change-5,955 (-13%)
Value$1.3M (-$222.8K)
Filed 2026-10-14
HighTower Advisors, LLC
DECREASED
Shares36,846 from 38,339
Change-1,493 (-4%)
Value$1.3M (-$65.1K)
Filed 2026-11-10
Kingswood Wealth Advisors, LLC
INCREASED
Shares36,050 from 35,110
Change+940 (+3%)
Value$1.3M (+$20.9K)
Filed 2026-10-23
MGO One Seven LLC
DECREASED
Shares35,449 from 36,158
Change-709 (-2%)
Value$1.2M (-$37.0K)
Filed 2026-10-28
Chilton Capital Management LLC
UNCHANGED
Shares31,476 from 31,476
Change0 (0%)
Value$1.1M (-$10.7K)
Filed 2026-10-28
Apollon Wealth Management, LLC
INCREASED
Shares29,962 from 29,082
Change+880 (+3%)
Value$1.0M (+$20.8K)
Filed 2026-10-23
Nicholas Wealth, Llc.
INCREASED
Shares29,472 from 28,389
Change+1,083 (+4%)
Value$1.0M (+$28.1K)
Filed 2026-10-26
Belpointe Asset Management LLC
DECREASED
Shares27,451 from 28,330
Change-879 (-3%)
Value$957.5K (-$40.3K)
Filed 2026-11-09
Blue Fin Capital, Inc.
DECREASED
Shares26,518 from 26,718
Change-200 (-1%)
Value$924.9K (-$16.1K)
Filed 2026-10-28
Simplex Trading, LLC
NEW
Shares23,618
Change+23,618
Value$823.8K
Filed 2026-11-04
Lifetime Wealth Management P.C.
DECREASED
Shares22,550 from 26,050
Change-3,500 (-13%)
Value$786.5K (-$130.9K)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares21,803 from 18,292
Change+3,511 (+19%)
Value$760.5K (+$116.2K)
Filed 2026-10-30
Imc-Chicago, LLC
DECREASED
Shares20,520 from 22,586
Change-2,066 (-9%)
Value$715.7K (-$79.7K)
Filed 2026-11-05
Virtus Advisers, LLC
INCREASED
Shares20,015 from 18,661
Change+1,354 (+7%)
Value$698.1K (+$40.9K)
Filed 2026-11-09
Wealthstar Advisors, LLC
NEW
Shares19,984
Change+19,984
Value$697.0K
Filed 2026-10-19
Mission Wealth Management, LP
DECREASED
Shares18,750 from 24,062
Change-5,312 (-22%)
Value$654.0K (-$193.5K)
Filed 2026-10-15
US Bancorp \de\
DECREASED
Shares18,525 from 18,618
Change-93 (0%)
Value$646.2K (-$9.6K)
Filed 2026-11-05
Oppenheimer & Co Inc
INCREASED
Shares18,116 from 17,200
Change+916 (+5%)
Value$631.9K (+$26.1K)
Filed 2026-10-26
Baldwin Wealth Partners LLC
UNCHANGED
Shares17,525 from 17,525
Change0 (0%)
Value$611.3K (-$6.0K)
Filed 2026-10-13
JBR Co Financial Management Inc
UNCHANGED
Shares17,308 from 17,308
Change0 (0%)
Value$622.4K (+$12.8K)
Filed 2026-10-13
Formidable Asset Management, LLC
DECREASED
Shares15,865 from 15,908
Change-43 (0%)
Value$558.8K (-$36.8K)
Filed 2026-11-03
10Elms LLP
UNCHANGED
Shares15,553 from 15,553
Change0 (0%)
Value$542.5K (-$5.3K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
DECREASED
Shares15,277 from 16,971
Change-1,694 (-10%)
Value$532.9K (-$64.9K)
Filed 2026-10-16
Wealth Preservation Advisors, LLC
UNCHANGED
Shares15,061 from 15,061
Change0 (0%)
Value$525.3K (-$5.1K)
Filed 2026-11-05
Tritonpoint Wealth, LLC
UNCHANGED
Shares14,466 from 14,466
Change0 (0%)
Value$504.6K (-$4.9K)
Filed 2026-10-19
Pekin Hardy Strauss, Inc.
INCREASED
Shares14,319 from 14,317
Change+2 (+0%)
Value$499.5K (-$4.8K)
Filed 2026-11-02
Shulman DeMeo Asset Management LLC
INCREASED
Shares13,818 from 13,633
Change+185 (+1%)
Value$484.2K (+$4.0K)
Filed 2026-10-09
Highland Capital Management, LLC
DECREASED
Shares13,774 from 14,054
Change-280 (-2%)
Value$480.4K (-$14.5K)
Filed 2026-10-26
Canton Hathaway, LLC
UNCHANGED
Shares12,800 from 12,800
Change0 (0%)
Value$446.5K (-$4.4K)
Filed 2026-10-23
Rhodes Investment Advisors Inc
DECREASED
Shares12,475 from 12,900
Change-425 (-3%)
Value$435.1K (-$19.2K)
Filed 2026-10-07
Western Wealth Management, LLC
INCREASED
Shares12,267 from 11,830
Change+437 (+4%)
Value$427.9K (+$11.2K)
Filed 2026-11-09
Integrated Advisors Network LLC
INCREASED
Shares11,859 from 11,359
Change+500 (+4%)
Value$413.7K (+$13.6K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
DECREASED
Shares11,800 from 11,903
Change-103 (-1%)
Value$411.6K (-$7.6K)
Filed 2026-11-05
Herold Advisors, Inc.
UNCHANGED
Shares11,337 from 11,337
Change0 (0%)
Value$395.4K (-$3.6K)
Filed 2026-10-19
Integrity Alliance, Llc.
UNCHANGED
Shares11,250 from 11,250
Change0 (0%)
Value$392.4K (-$3.8K)
Filed 2026-10-29
Wedmont Private Capital
UNCHANGED
Shares11,044 from 11,044
Change0 (0%)
Value$389.9K (-$20.5K)
Filed 2026-10-09
Mallini Complete Financial Planning LLC
INCREASED
Shares10,979 from 10,357
Change+622 (+6%)
Value$383.0K (+$18.2K)
Filed 2026-10-06
Nadler Financial Group, Inc.
UNCHANGED
Shares10,836 from 10,836
Change0 (0%)
Value$378.0K (-$3.7K)
Filed 2026-10-23
Capital Investment Advisors, LLC
DECREASED
Shares10,817 from 11,038
Change-221 (-2%)
Value$377.3K (-$11.5K)
Filed 2026-10-22
Creative Planning
DECREASED
Shares10,763 from 11,385
Change-622 (-5%)
Value$375.4K (-$25.6K)
Filed 2026-11-02
Northside Capital Management, LLC
DECREASED
Shares10,625 from 12,625
Change-2,000 (-16%)
Value$370.6K (-$74.1K)
Filed 2026-10-13
HB Wealth Management, LLC
INCREASED
Shares10,278 from 9,360
Change+918 (+10%)
Value$358.5K (+$28.8K)
Filed 2026-10-23
Cadent Capital Advisors, LLC
UNCHANGED
Shares10,080 from 10,080
Change0 (0%)
Value$351.6K (-$3.4K)
Filed 2026-10-09
Alessandra Capital Management, LLC
UNCHANGED
Shares10,075 from 10,075
Change0 (0%)
Value$351.4K (-$3.4K)
Filed 2026-10-30
Northland Securities, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$348.8K (-$3.4K)
Filed 2026-11-02
Fortis Capital Advisors, LLC
INCREASED
Shares9,835 from 9,085
Change+750 (+8%)
Value$343.0K (+$23.1K)
Filed 2026-11-09
Stirlingshire Investments, Inc.
INCREASED
Shares9,401 from 8,401
Change+1,000 (+12%)
Value$327.9K (+$32.0K)
Filed 2026-11-05
Jeppson Wealth Management, LLC
INCREASED
Shares9,204 from 8,553
Change+651 (+8%)
Value$321.0K (+$19.8K)
Filed 2026-10-20
Moody National Bank Trust Division
UNCHANGED
Shares8,632 from 8,632
Change0 (0%)
Value$301.1K (-$2.9K)
Filed 2026-10-06
Prospera Financial Services Inc
DECREASED
Shares8,470 from 9,021
Change-551 (-6%)
Value$297.2K (-$20.5K)
Filed 2026-11-04
Argent Trust Co
UNCHANGED
Shares8,422 from 8,422
Change0 (0%)
Value$293.8K (-$2.9K)
Filed 2026-11-09
MacKenzie Financial Corp
INCREASED
Shares8,270 from 8,130
Change+140 (+2%)
Value$288.5K (+$2.1K)
Filed 2026-11-02
Advisory Advocates, LLC
UNCHANGED
Shares7,950 from 7,950
Change0 (0%)
Value$277.3K (-$2.7K)
Filed 2026-11-05
Krilogy Financial LLC
DECREASED
Shares7,936 from 7,982
Change-46 (-1%)
Value$275.4K (-$5.7K)
Filed 2026-10-13
Verus Capital Partners, LLC
NEW
Shares7,815
Change+7,815
Value$272.6K
Filed 2026-11-03
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED
Shares7,759 from 7,785
Change-26 (0%)
Value$270.6K (-$3.6K)
Filed 2026-10-16
FSM Wealth Advisors, LLC
UNCHANGED
Shares7,522 from 7,522
Change0 (0%)
Value$265.5K (+$602)
Filed 2026-10-27
Wavvest Wealth LLC
NEW
Shares7,519
Change+7,519
Value$262.3K
Filed 2026-10-21
Allworth Financial LP
INCREASED
Shares7,369 from 6,565
Change+804 (+12%)
Value$259.5K (+$28.3K)
Filed 2026-11-06
Van Cleef Asset Management,Inc
DECREASED
Shares7,245 from 7,525
Change-280 (-4%)
Value$252.7K (-$12.3K)
Filed 2026-10-20
CPC Advisors, LLC
UNCHANGED
Shares7,051 from 7,051
Change0 (0%)
Value$245.9K (-$2.4K)
Filed 2026-10-21
Davidson Trust Co
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$244.2K (-$2.4K)
Filed 2026-10-09
KW Wealth Management LLC
NEW
Shares6,802
Change+6,802
Value$237.3K
Filed 2026-10-28
Koshinski Asset Management, Inc.
NEW
Shares6,644
Change+6,644
Value$231.8K
Filed 2026-10-29
Merrion Investment Management Co, LLC
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$226.7K (-$2.2K)
Filed 2026-10-16
Glenview Trust Co
UNCHANGED
Shares6,204 from 6,204
Change0 (0%)
Value$216.4K (-$2.1K)
Filed 2026-10-28
Wealth Effects LLC
INCREASED
Shares6,150 from 6,050
Change+100 (+2%)
Value$214.5K (+$1.4K)
Filed 2026-10-23
Chicago Trust Co NA
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$209.3K (-$2.0K)
Filed 2026-10-28
Wedbush Securities Inc
DECREASED
Shares5,970 from 6,480
Change-510 (-8%)
Value$208.0K (-$20.0K)
Filed 2026-10-22
Onyx Bridge Wealth Group LLC
INCREASED
Shares5,961 from 5,902
Change+59 (+1%)
Value$207.9K (+$56)
Filed 2026-10-16
Traphagen Investment Advisors LLC
NEW
Shares5,913
Change+5,913
Value$206.3K
Filed 2026-10-14
Peddock Capital Advisors, LLC
UNCHANGED
Shares5,780 from 5,780
Change0 (0%)
Value$201.6K (-$2.0K)
Filed 2026-10-16
HighPoint Advisor Group LLC
INCREASED
Shares5,768 from 5,752
Change+16 (+0%)
Value$201.2K (-$1.4K)
Filed 2026-11-09
Vision Financial Markets LLC
UNCHANGED
Shares5,700 from 5,700
Change0 (0%)
Value$199.0K (-$5.0K)
Filed 2026-10-22
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares5,150 from 5,150
Change0 (0%)
Value$179.6K (-$1.8K)
Filed 2026-10-23
Farther Finance Advisors, LLC
DECREASED
Shares5,133 from 6,694
Change-1,561 (-23%)
Value$179.0K (-$56.7K)
Filed 2026-10-08
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares4,860 from 4,860
Change0 (0%)
Value$169.5K (-$1.7K)
Filed 2026-10-13
Citigroup Inc
DECREASED
Shares4,249 from 4,306
Change-57 (-1%)
Value$148.2K (-$3.5K)
Filed 2026-11-04
State of Wyoming
INCREASED
Shares3,864 from 3,502
Change+362 (+10%)
Value$134.8K (+$11.4K)
Filed 2026-10-28
Caldwell Sutter Capital, Inc.
INCREASED
Shares3,522 from 3,481
Change+41 (+1%)
Value$122.8K (+$246)
Filed 2026-11-09
IFG Advisory, LLC
UNCHANGED
Shares2,909 from 2,909
Change0 (0%)
Value$101.5K (-$989)
Filed 2026-11-09
Geneos Wealth Management Inc.
INCREASED
Shares2,828 from 2,549
Change+279 (+11%)
Value$98.6K (+$8.9K)
Filed 2026-11-09
Gables Capital Management Inc.
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$90.7K (-$884)
Filed 2026-11-04
Central Trust Co
INCREASED
Shares2,500 from 2,000
Change+500 (+25%)
Value$87.2K (+$16.8K)
Filed 2026-11-05
North Star Investment Management Corp.
DECREASED
Shares2,495 from 2,540
Change-45 (-2%)
Value$87.0K (-$2.5K)
Filed 2026-10-27
Hilton Head Capital Partners, LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$76.7K (-$748)
Filed 2026-10-23
Costello Asset Management, Inc
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$66.3K (-$646)
Filed 2026-10-30
PNC Financial Services Group, Inc.
DECREASED
Shares1,610 from 2,129
Change-519 (-24%)
Value$56.2K (-$18.8K)
Filed 2026-11-06
Mountain Hill Investment Partners Corp.
INCREASED
Shares1,500 from 1,000
Change+500 (+50%)
Value$52.3K (+$17.1K)
Filed 2026-10-23
Larson Financial Group LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$52.3K (-$510)
Filed 2026-11-05
Golden State Wealth Management, LLC
DECREASED
Shares1,496 from 2,871
Change-1,375 (-48%)
Value$52.2K (-$48.9K)
Filed 2026-11-02
Barclays PLC
INCREASED
Shares1,379 from 144
Change+1,235 (+858%)
Value$48.1K (+$43.0K)
Filed 2026-11-06
UMB Bank, n.a.
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$45.3K (-$442)
Filed 2026-11-06
GHP Investment Advisors, Inc.
INCREASED
Shares1,284 from 1,256
Change+28 (+2%)
Value$44.8K (+$553)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
INCREASED
Shares1,277 from 1,274
Change+3 (+0%)
Value$44.5K (-$337)
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
DECREASED
Shares1,256 from 1,401
Change-145 (-10%)
Value$43.8K (-$5.5K)
Filed 2026-10-26
Nfsg Corp
DECREASED
Shares1,250 from 1,505
Change-255 (-17%)
Value$43.6K (-$9.4K)
Filed 2026-10-15
Bokf, NA
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$27.9K (-$272)
Filed 2026-10-27
Ascentis Independent Advisors
UNCHANGED
Shares798 from 798
Change0 (0%)
Value$27.8K (-$272)
Filed 2026-11-03
Russell Investments Group, Ltd.
UNCHANGED
Shares789 from 789
Change0 (0%)
Value$27.5K (-$269)
Filed 2026-11-06
GoalVest Advisory LLC
UNCHANGED
Shares783 from 783
Change0 (0%)
Value$27.3K (-$266)
Filed 2026-10-02
Kozak & Associates, Inc.
INCREASED
Shares737 from 721
Change+16 (+2%)
Value$25.6K (-$334)
Filed 2026-10-29
Avion Wealth
INCREASED
Shares650 from 636
Change+14 (+2%)
Value$22 ($0)
Filed 2026-11-04
Motco
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$20.9K (-$204)
Filed 2026-11-09
Thompson Investment Management, Inc.
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$20.9K (-$204)
Filed 2026-10-14
Abound Wealth Management
NEW
Shares583
Change+583
Value$20.3K
Filed 2026-10-26
CoreCap Advisors, LLC
UNCHANGED
Shares566 from 566
Change0 (0%)
Value$19.7K (-$193)
Filed 2026-10-08
Compass Wealth Management LLC
NEW
Shares500
Change+500
Value$17.4K
Filed 2026-10-22
Grove Bank & Trust
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$17.4K (-$170)
Filed 2026-10-08
Trust Co of Toledo NA
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$17.4K (-$170)
Filed 2026-10-16
Clearstead Advisors, LLC
UNCHANGED
Shares444 from 444
Change0 (0%)
Value$15.5K (-$151)
Filed 2026-11-06
Cape Investment Advisory, Inc.
INCREASED
Shares438 from 428
Change+10 (+2%)
Value$15.3K (+$188)
Filed 2026-10-13
Albion Financial Group
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$14.0K (-$136)
Filed 2026-10-21
Bessemer Group Inc
NEW
Shares350
Change+350
Value$12
Filed 2026-11-09
Harbour Investments, Inc.
DECREASED
Shares322 from 1,067
Change-745 (-70%)
Value$11.2K (-$26.3K)
Filed 2026-11-09
Community Financial Services Group, LLC
UNCHANGED
Shares305 from 305
Change0 (0%)
Value$10.7K (-$290)
Filed 2026-10-15
Rossby Financial, LCC
NEW
Shares300
Change+300
Value$10.5K
Filed 2026-11-05
Vermillion Wealth Management, Inc.
DECREASED
Shares300 from 552
Change-252 (-46%)
Value$10.5K (-$9.0K)
Filed 2026-10-26
Bank of New Hampshire
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$10.5K (-$102)
Filed 2026-10-06
Armstrong Advisory Group, Inc
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$10.3K (-$100)
Filed 2026-10-09
Pension & Wealth Management Advisors, Inc.
NEW
Shares290
Change+290
Value$10.1K
Filed 2026-10-16
Lynch Investment Planning, LLC
NEW
Shares267
Change+267
Value$9.3K
Filed 2026-10-27
Nuveen, LLC
NEW
Shares253
Change+253
Value$9.0K
Filed 2026-11-10
Summit Securities Group LLC
NEW
Shares200
Change+200
Value$7.0K
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares190 from 100
Change+90 (+90%)
Value$6.6K (+$3.1K)
Filed 2026-10-16
PFS Partners, LLC
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$6.6K (-$64)
Filed 2026-10-21
Madden Securities Corp
NEW
Shares100
Change+100
Value$3.5K
Filed 2026-10-27
Chung Wu Investment Group, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$3.5K (-$34)
Filed 2026-11-03
Parkside Financial Bank & Trust
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$2.9K (-$28)
Filed 2026-10-27
Assetmark, Inc
DECREASED
Shares82 from 178
Change-96 (-54%)
Value$2.9K (-$3.4K)
Filed 2026-10-21
Signaturefd, LLC
NEW
Shares24
Change+24
Value$837
Filed 2026-10-23
Next Level Wealth Planning, LLC
NEW
Shares20
Change+20
Value$698
Filed 2026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$559 (-$5)
Filed 2026-10-23
Laurel Wealth Advisors LLC
NEW
Shares5
Change+5
Value$175
Filed 2026-10-27
Parallel Advisors, LLC
DECREASED
Shares2 from 1,270
Change-1,268 (-100%)
Value$70 (-$44.7K)
Filed 2026-11-03
Contravisory Investment Management, Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$70 ($0)
Filed 2026-10-13
Friedenthal Financial
NEW
Shares1
Change+1
Value$35
Filed 2026-10-27
HUB Investment Partners, LLC
CLOSED
Shares0 from 126,286
Change-126,286 (-100%)
Value$0 (-$4.4M)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
CLOSED
Shares0 from 75,577
Change-75,577 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-13
Jefferies Financial Group Inc.
CLOSED
Shares0 from 20,000
Change-20,000 (-100%)
Value$0 (-$704.4K)
Filed 2026-11-05
TritonPoint Partners, LLC
CLOSED
Shares0 from 14,466
Change-14,466 (-100%)
Value$0 (-$509.5K)
Filed 2026-11-05
Freestone Capital Holdings, LLC
CLOSED
Shares0 from 7,025
Change-7,025 (-100%)
Value$0 (-$247.4K)
Filed 2026-11-09
Lewis Asset Management, LLC
CLOSED
Shares0 from 6,800
Change-6,800 (-100%)
Value$0 (-$239.5K)
Filed 2026-10-14
Payne Capital Management, LLC
CLOSED
Shares0 from 6,503
Change-6,503 (-100%)
Value$0 (-$229.0K)
Filed 2026-11-09
Flagship Harbor Advisors, LLC
CLOSED
Shares0 from 6,426
Change-6,426 (-100%)
Value$0 (-$226.3K)
Filed 2026-10-26
Chapin Davis, Inc.
CLOSED
Shares0 from 6,000
Change-6,000 (-100%)
Value$0 (-$211.3K)
Filed 2026-10-09
Quantum Private Wealth, LLC
CLOSED
Shares0 from 5,700
Change-5,700 (-100%)
Value$0 (-$200.8K)
Filed 2026-10-20
Mach-1 Financial Group, LLC
CLOSED
Shares0 from 5,685
Change-5,685 (-100%)
Value$0 (-$200.2K)
Filed 2026-11-06
Heritage Wealth Advisors
CLOSED
Shares0 from 1,350
Change-1,350 (-100%)
Value$0 (-$47.5K)
Filed 2026-11-09
Lanark Financial, Inc.
CLOSED
Shares0 from 1,261
Change-1,261 (-100%)
Value$0 (-$44.4K)
Filed 2026-10-26
Axiom Investment Management LLC
CLOSED
Shares0 from 985
Change-985 (-100%)
Value$0 (-$34.7K)
Filed 2026-11-03
Financial Consulate, Inc
CLOSED
Shares0 from 566
Change-566 (-100%)
Value$0 (-$19.9K)
Filed 2026-10-23
Hurley Capital, LLC
CLOSED
Shares0 from 202
Change-202 (-100%)
Value$0 (-$7.1K)
Filed 2026-11-05
Salem Investment Counselors Inc
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$7.0K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 165
Change-165 (-100%)
Value$0 (-$5.8K)
Filed 2026-11-06
First Horizon Corp
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$704)
Filed 2026-10-26
Financial Management Professionals, Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$352)
Filed 2026-10-23
Morgan Stanley
N/A
Shares— from 1,002,715
Change-1,002,715 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 944,884
Change-944,884 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 728,519
Change-728,519 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 565,889
Change-565,889 (-100%)
Value—
UBS Group AG
N/A
Shares— from 462,081
Change-462,081 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 378,183
Change-378,183 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 377,897
Change-377,897 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 337,462
Change-337,462 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 270,777
Change-270,777 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 257,639
Change-257,639 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 248,496
Change-248,496 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 210,857
Change-210,857 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 207,995
Change-207,995 (-100%)
Value—
Four Tree Island Advisory LLC
N/A
Shares— from 207,571
Change-207,571 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 158,141
Change-158,141 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 147,737
Change-147,737 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 111,136
Change-111,136 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 105,308
Change-105,308 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 96,137
Change-96,137 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 95,180
Change-95,180 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 81,479
Change-81,479 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 75,130
Change-75,130 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 70,261
Change-70,261 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 60,426
Change-60,426 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 57,171
Change-57,171 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 54,166
Change-54,166 (-100%)
Value—
Peak6 LLC
N/A
Shares— from 53,991
Change-53,991 (-100%)
Value—
Aristides Capital LLC
N/A
Shares— from 52,746
Change-52,746 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 52,385
Change-52,385 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 48,188
Change-48,188 (-100%)
Value—
Knott David M Jr
N/A
Shares— from 48,000
Change-48,000 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 45,439
Change-45,439 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 40,200
Change-40,200 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 40,074
Change-40,074 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 38,750
Change-38,750 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 38,706
Change-38,706 (-100%)
Value—
&partners
N/A
Shares— from 37,134
Change-37,134 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 36,099
Change-36,099 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 34,149
Change-34,149 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 33,230
Change-33,230 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 31,735
Change-31,735 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 31,250
Change-31,250 (-100%)
Value—
RBF Capital, LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 29,198
Change-29,198 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 28,105
Change-28,105 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 24,908
Change-24,908 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 23,086
Change-23,086 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 22,728
Change-22,728 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 22,721
Change-22,721 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 21,633
Change-21,633 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 20,293
Change-20,293 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 19,975
Change-19,975 (-100%)
Value—
OAK Associates LTD
N/A
Shares— from 19,712
Change-19,712 (-100%)
Value—
Zazove Associates LLC
N/A
Shares— from 19,300
Change-19,300 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 17,021
Change-17,021 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 15,507
Change-15,507 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 15,507
Change-15,507 (-100%)
Value—
Resources Management Corp
N/A
Shares— from 15,475
Change-15,475 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 14,230
Change-14,230 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 13,557
Change-13,557 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 13,465
Change-13,465 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 13,209
Change-13,209 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 13,168
Change-13,168 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 13,096
Change-13,096 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 12,407
Change-12,407 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 12,297
Change-12,297 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 11,920
Change-11,920 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 11,741
Change-11,741 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 11,343
Change-11,343 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 11,039
Change-11,039 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,037
Change-11,037 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 10,670
Change-10,670 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 10,631
Change-10,631 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 10,325
Change-10,325 (-100%)
Value—
Fund Advisors of America Inc
N/A
Shares— from 10,128
Change-10,128 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 10,100
Change-10,100 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 9,450
Change-9,450 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 8,877
Change-8,877 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 8,755
Change-8,755 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 8,349
Change-8,349 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 8,328
Change-8,328 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 8,164
Change-8,164 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 8,098
Change-8,098 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 8,067
Change-8,067 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 8,067
Change-8,067 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 7,906
Change-7,906 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 7,829
Change-7,829 (-100%)
Value—
Beck Mack & Oliver LLC
N/A
Shares— from 7,658
Change-7,658 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 7,575
Change-7,575 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 7,499
Change-7,499 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 7,411
Change-7,411 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 7,404
Change-7,404 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 7,374
Change-7,374 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,995
Change-6,995 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 6,889
Change-6,889 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,779
Change-6,779 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 6,601
Change-6,601 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 6,413
Change-6,413 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 6,200
Change-6,200 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 6,095
Change-6,095 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 6,035
Change-6,035 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 6,035
Change-6,035 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 5,858
Change-5,858 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 5,817
Change-5,817 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 2,754
Change-2,754 (-100%)
Value—
Vaughan Nelson Investment Management, L.P.
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,241
Change-2,241 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,026
Change-2,026 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,461
Change-1,461 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,197
Change-1,197 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,022
Change-1,022 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Osterweis Capital Management Inc
N/A
Shares— from 998
Change-998 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 774
Change-774 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 694
Change-694 (-100%)
Value—
CoreFirst Bank & Trust
N/A
Shares— from 600
Change-600 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 543
Change-543 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 379
Change-379 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 300
Change-300 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 219
Change-219 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 200
Change-200 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 110
Change-110 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED553,371552,670+701+0%$19.5M$19.3M-$163.5K2026-11-06
Crestwood Advisors Group, LLC
INCREASED519,003214,633+304,370+142%$7.6M$18.1M+$10.5M2026-10-27
Lido Advisors, LLC
INCREASED189,16166,434+122,727+185%$2.3M$6.6M+$4.3M2026-11-04
D.A. Davidson & Co.
INCREASED184,533160,032+24,501+15%$5.6M$6.4M+$800.2K2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED129,475125,620+3,855+3%$4.7M$4.6M-$97.6K2026-10-13
Natixis
INCREASED117,70075,100+42,600+57%$2.6M$4.1M+$1.5M2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED81,39055,590+25,800+46%$2.0M$2.8M+$881.0K2026-11-02
Williams Jones Wealth Management, Llc.
INCREASED80,10079,100+1,000+1%$2.8M$2.8M+$8.0K2026-11-05
Disciplined Equity Management, Inc.
INCREASED65,39064,283+1,107+2%$2.3M$2.3M+$16.8K2026-10-14
Moors & Cabot, Inc.
INCREASED63,83951,706+12,133+23%$1.8M$2.2M+$405.6K2026-11-06
Moody Aldrich Partners LLC
DECREASED56,108137,341-81,233-59%$4.8M$2.0M-$2.9M2026-10-27
Kestra Advisory Services, LLC
INCREASED54,73552,500+2,235+4%$1.8M$1.9M+$60.1K2026-11-02
Parrish Capital LLC
INCREASED53,74348,636+5,107+11%$1.7M$1.9M+$161.6K2026-10-01
Commonwealth Equity Services, LLC
DECREASED49,03461,164-12,130-20%$2.2M$1.7M-$443.9K2026-11-02
Cacti Asset Management LLC
DECREASED43,60044,850-1,250-3%$1.6M$1.5M-$31.4K2026-10-01
Bank of Montreal
INCREASED41,42739,060+2,367+6%$1.4M$1.4M+$69.3K2026-11-09
Davenport & Co LLC
DECREASED38,56744,522-5,955-13%$1.6M$1.3M-$222.8K2026-10-14
HighTower Advisors, LLC
DECREASED36,84638,339-1,493-4%$1.4M$1.3M-$65.1K2026-11-10
Kingswood Wealth Advisors, LLC
INCREASED36,05035,110+940+3%$1.2M$1.3M+$20.9K2026-10-23
MGO One Seven LLC
DECREASED35,44936,158-709-2%$1.3M$1.2M-$37.0K2026-10-28
Chilton Capital Management LLC
UNCHANGED31,47631,47600%$1.1M$1.1M-$10.7K2026-10-28
Apollon Wealth Management, LLC
INCREASED29,96229,082+880+3%$1.0M$1.0M+$20.8K2026-10-23
Nicholas Wealth, Llc.
INCREASED29,47228,389+1,083+4%$999.9K$1.0M+$28.1K2026-10-26
Belpointe Asset Management LLC
DECREASED27,45128,330-879-3%$997.8K$957.5K-$40.3K2026-11-09
Blue Fin Capital, Inc.
DECREASED26,51826,718-200-1%$941.0K$924.9K-$16.1K2026-10-28
Simplex Trading, LLC
NEW23,618—+23,618——$823.8K—2026-11-04
Lifetime Wealth Management P.C.
DECREASED22,55026,050-3,500-13%$917.5K$786.5K-$130.9K2026-10-29
Truist Financial Corp
INCREASED21,80318,292+3,511+19%$644.2K$760.5K+$116.2K2026-10-30
Imc-Chicago, LLC
DECREASED20,52022,586-2,066-9%$795.5K$715.7K-$79.7K2026-11-05
Virtus Advisers, LLC
INCREASED20,01518,661+1,354+7%$657.2K$698.1K+$40.9K2026-11-09
Wealthstar Advisors, LLC
NEW19,984—+19,984——$697.0K—2026-10-19
Mission Wealth Management, LP
DECREASED18,75024,062-5,312-22%$847.5K$654.0K-$193.5K2026-10-15
US Bancorp \de\
DECREASED18,52518,618-930%$655.7K$646.2K-$9.6K2026-11-05
Oppenheimer & Co Inc
INCREASED18,11617,200+916+5%$605.8K$631.9K+$26.1K2026-10-26
Baldwin Wealth Partners LLC
UNCHANGED17,52517,52500%$617.2K$611.3K-$6.0K2026-10-13
JBR Co Financial Management Inc
UNCHANGED17,30817,30800%$609.6K$622.4K+$12.8K2026-10-13
Formidable Asset Management, LLC
DECREASED15,86515,908-430%$595.6K$558.8K-$36.8K2026-11-03
10Elms LLP
UNCHANGED15,55315,55300%$547.8K$542.5K-$5.3K2026-11-06
Concurrent Investment Advisors, LLC
DECREASED15,27716,971-1,694-10%$597.7K$532.9K-$64.9K2026-10-16
Wealth Preservation Advisors, LLC
UNCHANGED15,06115,06100%$530.4K$525.3K-$5.1K2026-11-05
Tritonpoint Wealth, LLC
UNCHANGED14,46614,46600%$509.5K$504.6K-$4.9K2026-10-19
Pekin Hardy Strauss, Inc.
INCREASED14,31914,317+2+0%$504.3K$499.5K-$4.8K2026-11-02
Shulman DeMeo Asset Management LLC
INCREASED13,81813,633+185+1%$480.1K$484.2K+$4.0K2026-10-09
Highland Capital Management, LLC
DECREASED13,77414,054-280-2%$495.0K$480.4K-$14.5K2026-10-26
Canton Hathaway, LLC
UNCHANGED12,80012,80000%$450.8K$446.5K-$4.4K2026-10-23
Rhodes Investment Advisors Inc
DECREASED12,47512,900-425-3%$454.3K$435.1K-$19.2K2026-10-07
Western Wealth Management, LLC
INCREASED12,26711,830+437+4%$416.7K$427.9K+$11.2K2026-11-09
Integrated Advisors Network LLC
INCREASED11,85911,359+500+4%$400.1K$413.7K+$13.6K2026-10-20
J.W. Cole Advisors, Inc.
DECREASED11,80011,903-103-1%$419.2K$411.6K-$7.6K2026-11-05
Herold Advisors, Inc.
UNCHANGED11,33711,33700%$399.0K$395.4K-$3.6K2026-10-19
Integrity Alliance, Llc.
UNCHANGED11,25011,25000%$396.2K$392.4K-$3.8K2026-10-29
Wedmont Private Capital
UNCHANGED11,04411,04400%$410.4K$389.9K-$20.5K2026-10-09
Mallini Complete Financial Planning LLC
INCREASED10,97910,357+622+6%$364.8K$383.0K+$18.2K2026-10-06
Nadler Financial Group, Inc.
UNCHANGED10,83610,83600%$381.6K$378.0K-$3.7K2026-10-23
Capital Investment Advisors, LLC
DECREASED10,81711,038-221-2%$388.8K$377.3K-$11.5K2026-10-22
Creative Planning
DECREASED10,76311,385-622-5%$401.0K$375.4K-$25.6K2026-11-02
Northside Capital Management, LLC
DECREASED10,62512,625-2,000-16%$444.7K$370.6K-$74.1K2026-10-13
HB Wealth Management, LLC
INCREASED10,2789,360+918+10%$329.7K$358.5K+$28.8K2026-10-23
Cadent Capital Advisors, LLC
UNCHANGED10,08010,08000%$355.0K$351.6K-$3.4K2026-10-09
Alessandra Capital Management, LLC
UNCHANGED10,07510,07500%$354.8K$351.4K-$3.4K2026-10-30
Northland Securities, Inc.
UNCHANGED10,00010,00000%$352.2K$348.8K-$3.4K2026-11-02
Fortis Capital Advisors, LLC
INCREASED9,8359,085+750+8%$320.0K$343.0K+$23.1K2026-11-09
Stirlingshire Investments, Inc.
INCREASED9,4018,401+1,000+12%$295.9K$327.9K+$32.0K2026-11-05
Jeppson Wealth Management, LLC
INCREASED9,2048,553+651+8%$301.2K$321.0K+$19.8K2026-10-20
Moody National Bank Trust Division
UNCHANGED8,6328,63200%$304.0K$301.1K-$2.9K2026-10-06
Prospera Financial Services Inc
DECREASED8,4709,021-551-6%$317.7K$297.2K-$20.5K2026-11-04
Argent Trust Co
UNCHANGED8,4228,42200%$296.6K$293.8K-$2.9K2026-11-09
MacKenzie Financial Corp
INCREASED8,2708,130+140+2%$286.3K$288.5K+$2.1K2026-11-02
Advisory Advocates, LLC
UNCHANGED7,9507,95000%$280.0K$277.3K-$2.7K2026-11-05
Krilogy Financial LLC
DECREASED7,9367,982-46-1%$281.1K$275.4K-$5.7K2026-10-13
Verus Capital Partners, LLC
NEW7,815—+7,815——$272.6K—2026-11-03
Michael J. Porro & Co. Financial Advisors, Inc.
DECREASED7,7597,785-260%$274.2K$270.6K-$3.6K2026-10-16
FSM Wealth Advisors, LLC
UNCHANGED7,5227,52200%$264.9K$265.5K+$6022026-10-27
Wavvest Wealth LLC
NEW7,519—+7,519——$262.3K—2026-10-21
Allworth Financial LP
INCREASED7,3696,565+804+12%$231.2K$259.5K+$28.3K2026-11-06
Van Cleef Asset Management,Inc
DECREASED7,2457,525-280-4%$265.0K$252.7K-$12.3K2026-10-20
CPC Advisors, LLC
UNCHANGED7,0517,05100%$248.3K$245.9K-$2.4K2026-10-21
Davidson Trust Co
UNCHANGED7,0007,00000%$246.5K$244.2K-$2.4K2026-10-09
KW Wealth Management LLC
NEW6,802—+6,802——$237.3K—2026-10-28
Koshinski Asset Management, Inc.
NEW6,644—+6,644——$231.8K—2026-10-29
Merrion Investment Management Co, LLC
UNCHANGED6,5006,50000%$228.9K$226.7K-$2.2K2026-10-16
Glenview Trust Co
UNCHANGED6,2046,20400%$218.5K$216.4K-$2.1K2026-10-28
Wealth Effects LLC
INCREASED6,1506,050+100+2%$213.1K$214.5K+$1.4K2026-10-23
Chicago Trust Co NA
UNCHANGED6,0006,00000%$211.3K$209.3K-$2.0K2026-10-28
Wedbush Securities Inc
DECREASED5,9706,480-510-8%$228.0K$208.0K-$20.0K2026-10-22
Onyx Bridge Wealth Group LLC
INCREASED5,9615,902+59+1%$207.9K$207.9K+$562026-10-16
Traphagen Investment Advisors LLC
NEW5,913—+5,913——$206.3K—2026-10-14
Peddock Capital Advisors, LLC
UNCHANGED5,7805,78000%$203.6K$201.6K-$2.0K2026-10-16
HighPoint Advisor Group LLC
INCREASED5,7685,752+16+0%$202.6K$201.2K-$1.4K2026-11-09
Vision Financial Markets LLC
UNCHANGED5,7005,70000%$204.0K$199.0K-$5.0K2026-10-22
Wilmington Savings Fund Society, FSB
UNCHANGED5,1505,15000%$181.4K$179.6K-$1.8K2026-10-23
Farther Finance Advisors, LLC
DECREASED5,1336,694-1,561-23%$235.8K$179.0K-$56.7K2026-10-08
Beacon Investment Advisory Services, Inc.
UNCHANGED4,8604,86000%$171.2K$169.5K-$1.7K2026-10-13
Citigroup Inc
DECREASED4,2494,306-57-1%$151.7K$148.2K-$3.5K2026-11-04
State of Wyoming
INCREASED3,8643,502+362+10%$123.3K$134.8K+$11.4K2026-10-28
Caldwell Sutter Capital, Inc.
INCREASED3,5223,481+41+1%$122.6K$122.8K+$2462026-11-09
IFG Advisory, LLC
UNCHANGED2,9092,90900%$102.5K$101.5K-$9892026-11-09
Geneos Wealth Management Inc.
INCREASED2,8282,549+279+11%$89.8K$98.6K+$8.9K2026-11-09
Gables Capital Management Inc.
UNCHANGED2,6002,60000%$91.6K$90.7K-$8842026-11-04
Central Trust Co
INCREASED2,5002,000+500+25%$70.4K$87.2K+$16.8K2026-11-05
North Star Investment Management Corp.
DECREASED2,4952,540-45-2%$89.5K$87.0K-$2.5K2026-10-27
Hilton Head Capital Partners, LLC
UNCHANGED2,2002,20000%$77.5K$76.7K-$7482026-10-23
Costello Asset Management, Inc
UNCHANGED1,9001,90000%$66.9K$66.3K-$6462026-10-30
PNC Financial Services Group, Inc.
DECREASED1,6102,129-519-24%$75.0K$56.2K-$18.8K2026-11-06
Mountain Hill Investment Partners Corp.
INCREASED1,5001,000+500+50%$35.2K$52.3K+$17.1K2026-10-23
Larson Financial Group LLC
UNCHANGED1,5001,50000%$52.8K$52.3K-$5102026-11-05
Golden State Wealth Management, LLC
DECREASED1,4962,871-1,375-48%$101.1K$52.2K-$48.9K2026-11-02
Barclays PLC
INCREASED1,379144+1,235+858%$5.1K$48.1K+$43.0K2026-11-06
UMB Bank, n.a.
UNCHANGED1,3001,30000%$45.8K$45.3K-$4422026-11-06
GHP Investment Advisors, Inc.
INCREASED1,2841,256+28+2%$44.2K$44.8K+$5532026-10-15
EverSource Wealth Advisors, LLC
INCREASED1,2771,274+3+0%$44.9K$44.5K-$3372026-11-04
Glass Jacobson Investment Advisors llc
DECREASED1,2561,401-145-10%$49.3K$43.8K-$5.5K2026-10-26
Nfsg Corp
DECREASED1,2501,505-255-17%$53.0K$43.6K-$9.4K2026-10-15
Bokf, NA
UNCHANGED80080000%$28.2K$27.9K-$2722026-10-27
Ascentis Independent Advisors
UNCHANGED79879800%$28.1K$27.8K-$2722026-11-03
Russell Investments Group, Ltd.
UNCHANGED78978900%$27.8K$27.5K-$2692026-11-06
GoalVest Advisory LLC
UNCHANGED78378300%$27.6K$27.3K-$2662026-10-02
Kozak & Associates, Inc.
INCREASED737721+16+2%$25.9K$25.6K-$3342026-10-29
Avion Wealth
INCREASED650636+14+2%$22$22$02026-11-04
Motco
UNCHANGED60060000%$21.1K$20.9K-$2042026-11-09
Thompson Investment Management, Inc.
UNCHANGED60060000%$21.1K$20.9K-$2042026-10-14
Abound Wealth Management
NEW583—+583——$20.3K—2026-10-26
CoreCap Advisors, LLC
UNCHANGED56656600%$19.9K$19.7K-$1932026-10-08
Compass Wealth Management LLC
NEW500—+500——$17.4K—2026-10-22
Grove Bank & Trust
UNCHANGED50050000%$17.6K$17.4K-$1702026-10-08
Trust Co of Toledo NA
UNCHANGED50050000%$17.6K$17.4K-$1702026-10-16
Clearstead Advisors, LLC
UNCHANGED44444400%$15.6K$15.5K-$1512026-11-06
Cape Investment Advisory, Inc.
INCREASED438428+10+2%$15.1K$15.3K+$1882026-10-13
Albion Financial Group
UNCHANGED40040000%$14.1K$14.0K-$1362026-10-21
Bessemer Group Inc
NEW350—+350——$12—2026-11-09
Harbour Investments, Inc.
DECREASED3221,067-745-70%$37.6K$11.2K-$26.3K2026-11-09
Community Financial Services Group, LLC
UNCHANGED30530500%$11.0K$10.7K-$2902026-10-15
Rossby Financial, LCC
NEW300—+300——$10.5K—2026-11-05
Vermillion Wealth Management, Inc.
DECREASED300552-252-46%$19.5K$10.5K-$9.0K2026-10-26
Bank of New Hampshire
UNCHANGED30030000%$10.6K$10.5K-$1022026-10-06
Armstrong Advisory Group, Inc
UNCHANGED29529500%$10.4K$10.3K-$1002026-10-09
Pension & Wealth Management Advisors, Inc.
NEW290—+290——$10.1K—2026-10-16
Lynch Investment Planning, LLC
NEW267—+267——$9.3K—2026-10-27
Nuveen, LLC
NEW253—+253——$9.0K—2026-11-10
Summit Securities Group LLC
NEW200—+200——$7.0K—2026-11-05
IFP Advisors, Inc
INCREASED190100+90+90%$3.5K$6.6K+$3.1K2026-10-16
PFS Partners, LLC
UNCHANGED19019000%$6.7K$6.6K-$642026-10-21
Madden Securities Corp
NEW100—+100——$3.5K—2026-10-27
Chung Wu Investment Group, LLC
UNCHANGED10010000%$3.5K$3.5K-$342026-11-03
Parkside Financial Bank & Trust
UNCHANGED838300%$2.9K$2.9K-$282026-10-27
Assetmark, Inc
DECREASED82178-96-54%$6.3K$2.9K-$3.4K2026-10-21
Signaturefd, LLC
NEW24—+24——$837—2026-10-23
Next Level Wealth Planning, LLC
NEW20—+20——$698—2026-10-29
Dhjj Financial Advisors, Ltd.
UNCHANGED161600%$564$559-$52026-10-23
Laurel Wealth Advisors LLC
NEW5—+5——$175—2026-10-27
Parallel Advisors, LLC
DECREASED21,270-1,268-100%$44.7K$70-$44.7K2026-11-03
Contravisory Investment Management, Inc.
UNCHANGED2200%$70$70$02026-10-13
Friedenthal Financial
NEW1—+1——$35—2026-10-27
HUB Investment Partners, LLC
CLOSED0126,286-126,286-100%$4.4M$0-$4.4M2026-11-03
B. Riley Wealth Advisors, Inc.
CLOSED075,577-75,577-100%$2.7M$0-$2.7M2026-10-13
Jefferies Financial Group Inc.
CLOSED020,000-20,000-100%$704.4K$0-$704.4K2026-11-05
TritonPoint Partners, LLC
CLOSED014,466-14,466-100%$509.5K$0-$509.5K2026-11-05
Freestone Capital Holdings, LLC
CLOSED07,025-7,025-100%$247.4K$0-$247.4K2026-11-09
Lewis Asset Management, LLC
CLOSED06,800-6,800-100%$239.5K$0-$239.5K2026-10-14
Payne Capital Management, LLC
CLOSED06,503-6,503-100%$229.0K$0-$229.0K2026-11-09
Flagship Harbor Advisors, LLC
CLOSED06,426-6,426-100%$226.3K$0-$226.3K2026-10-26
Chapin Davis, Inc.
CLOSED06,000-6,000-100%$211.3K$0-$211.3K2026-10-09
Quantum Private Wealth, LLC
CLOSED05,700-5,700-100%$200.8K$0-$200.8K2026-10-20
Mach-1 Financial Group, LLC
CLOSED05,685-5,685-100%$200.2K$0-$200.2K2026-11-06
Heritage Wealth Advisors
CLOSED01,350-1,350-100%$47.5K$0-$47.5K2026-11-09
Lanark Financial, Inc.
CLOSED01,261-1,261-100%$44.4K$0-$44.4K2026-10-26
Axiom Investment Management LLC
CLOSED0985-985-100%$34.7K$0-$34.7K2026-11-03
Financial Consulate, Inc
CLOSED0566-566-100%$19.9K$0-$19.9K2026-10-23
Hurley Capital, LLC
CLOSED0202-202-100%$7.1K$0-$7.1K2026-11-05
Salem Investment Counselors Inc
CLOSED0200-200-100%$7.0K$0-$7.0K2026-10-13
Institute for Wealth Management, Llc.
CLOSED0165-165-100%$5.8K$0-$5.8K2026-11-06
First Horizon Corp
CLOSED020-20-100%$704$0-$7042026-10-26
Financial Management Professionals, Inc.
CLOSED010-10-100%$352$0-$3522026-10-23
Morgan Stanley
N/A—1,002,715-1,002,715-100%$35.3M———
American Century Companies Inc
N/A—944,884-944,884-100%$33.3M———
Bank of America Corp
N/A—728,519-728,519-100%$25.7M———
Wells Fargo & Company
N/A—565,889-565,889-100%$19.9M———
UBS Group AG
N/A—462,081-462,081-100%$16.3M———
Cresset Asset Management, LLC
N/A—378,183-378,183-100%$13.3M———
Pathstone Holdings, LLC
N/A—377,897-377,897-100%$13.3M———
Invesco Ltd.
N/A—337,462-337,462-100%$11.9M———
Stifel Financial Corp
N/A—270,777-270,777-100%$9.5M———
Janney Montgomery Scott LLC
N/A—257,639-257,639-100%$9.1M———
Horizon Kinetics Asset Management LLC
N/A—248,496-248,496-100%$8.8M———
HRT Financial LP
N/A—210,857-210,857-100%$7.4M———
Raymond James Financial Inc
N/A—207,995-207,995-100%$7.3M———
Four Tree Island Advisory LLC
N/A—207,571-207,571-100%$7.3M———
Osaic Holdings, Inc.
N/A—158,141-158,141-100%$5.6M———
Cetera Investment Advisers
N/A—147,737-147,737-100%$5.2M———
Royal Bank of Canada
N/A—111,136-111,136-100%$3.9M———
Jump Financial, LLC
N/A—105,308-105,308-100%$3.7M———
Jane Street Group, LLC
N/A—96,137-96,137-100%$3.4M———
Chelsea Counsel Co
N/A—95,180-95,180-100%$3.4M———
Susquehanna Fundamental Investments, LLC
N/A—81,479-81,479-100%$2.9M———
Goldman Sachs Group Inc
N/A—75,130-75,130-100%$2.6M———
Neuberger Berman Group LLC
N/A—70,261-70,261-100%$2.5M———
JPMorgan Chase & Co
N/A—60,426-60,426-100%$2.1M———
Gabelli Funds LLC
N/A—60,000-60,000-100%$2.1M———
Focus Partners Wealth
N/A—57,171-57,171-100%$2.0M———
Manufacturers Life Insurance Company, the
N/A—54,166-54,166-100%$1.9M———
Peak6 LLC
N/A—53,991-53,991-100%$1.9M———
Aristides Capital LLC
N/A—52,746-52,746-100%$1.9M———
Sharpepoint LLC
N/A—52,385-52,385-100%$1.8M———
Rockefeller Capital Management L.P.
N/A—48,188-48,188-100%$1.7M———
Knott David M Jr
N/A—48,000-48,000-100%$1.7M———
Mariner, LLC
N/A—45,439-45,439-100%$1.6M———
SIT Investment Associates Inc
N/A—40,200-40,200-100%$1.4M———
Ameriprise Financial Inc
N/A—40,074-40,074-100%$1.4M———
MidFirst Bank
N/A—38,750-38,750-100%$1.4M———
M&T Bank Corp
N/A—38,706-38,706-100%$1.4M———
&partners
N/A—37,134-37,134-100%$1.3M———
Citadel Advisors LLC
N/A—36,099-36,099-100%$1.3M———
Equitable Holdings, Inc.
N/A—34,149-34,149-100%$1.2M———
Alliancebernstein L.P.
N/A—33,230-33,230-100%$1.2M———
Tidal Investments LLC
N/A—31,735-31,735-100%$1.1M———
Clare Market Investments LLC
N/A—31,250-31,250-100%$1.1M———
RBF Capital, LLC
N/A—30,000-30,000-100%$1.1M———
Gamco Investors, Inc. ET AL
N/A—29,198-29,198-100%$1.0M———
Northwestern Mutual Wealth Management Co
N/A—28,105-28,105-100%$989.8K———
XTX Topco Ltd
N/A—24,908-24,908-100%$877.3K———
OneDigital Investment Advisors LLC
N/A—23,086-23,086-100%$813.1K———
PFG Investments, LLC
N/A—22,728-22,728-100%$800.5K———
Virtu Financial LLC
N/A—22,721-22,721-100%$800.0K———
Ameritas Advisory Services, LLC
N/A—21,633-21,633-100%$761.9K———
Sequoia Financial Advisors, LLC
N/A—20,293-20,293-100%$714.7K———
Kovack Advisors, Inc.
N/A—19,975-19,975-100%$704.9K———
OAK Associates LTD
N/A—19,712-19,712-100%$694.3K———
Zazove Associates LLC
N/A—19,300-19,300-100%$679.7K———
Mutual Advisors, LLC
N/A—17,021-17,021-100%$599.5K———
EP Wealth Advisors, LLC
N/A—15,507-15,507-100%$546.2K———
Jones Financial Companies Lllp
N/A—15,507-15,507-100%$556.1K———
Resources Management Corp
N/A—15,475-15,475-100%$545.0K———
Captrust Financial Advisors
N/A—14,230-14,230-100%$501.2K———
Segall Bryant & Hamill, LLC
N/A—14,000-14,000-100%$493.1K———
Mercer Global Advisors Inc
N/A—13,557-13,557-100%$477.5K———
F/m Investments LLC
N/A—13,465-13,465-100%$474.2K———
Private Advisor Group, LLC
N/A—13,209-13,209-100%$465.2K———
MML Investors Services, LLC
N/A—13,168-13,168-100%$463.8K———
Stratos Wealth Partners, Ltd.
N/A—13,096-13,096-100%$461.3K———
Ausdal Financial Partners, Inc.
N/A—12,407-12,407-100%$437.0K———
NewEdge Advisors, LLC
N/A—12,297-12,297-100%$433.1K———
Integrated Wealth Concepts LLC
N/A—11,920-11,920-100%$419.8K———
MAI Capital Management
N/A—11,741-11,741-100%$413.5K———
GSA Capital Partners LLP
N/A—11,343-11,343-100%$400.0K———
Sanctuary Advisors, LLC
N/A—11,039-11,039-100%$388.8K———
World Investment Advisors
N/A—11,037-11,037-100%$408.3K———
Cerity Partners LLC
N/A—10,670-10,670-100%$375.8K———
Brookwood Investment Group LLC
N/A—10,631-10,631-100%$374.4K———
Franklin Resources Inc
N/A—10,325-10,325-100%$363.6K———
Fund Advisors of America Inc
N/A—10,128-10,128-100%$356.7K———
Sittner & Nelson, LLC
N/A—10,100-10,100-100%$355.7K———
Bluefin Capital Management, LLC
N/A—10,000-10,000-100%$352.2K———
Hudson Portfolio Management LLC
N/A—9,450-9,450-100%$332.8K———
Chevy Chase Trust Holdings, LLC
N/A—9,000-9,000-100%$317.0K———
Keystone Financial Group
N/A—8,877-8,877-100%$312.6K———
Summit Trail Advisors, LLC
N/A—8,755-8,755-100%$308.3K———
Johnson Investment Counsel Inc
N/A—8,349-8,349-100%$294.1K———
Advisory Services Network, LLC
N/A—8,328-8,328-100%$293.3K———
Cary Street Partners Financial LLC
N/A—8,164-8,164-100%$287.5K———
Nicolet Bankshares Inc
N/A—8,098-8,098-100%$298.2K———
Second Line Capital, LLC
N/A—8,067-8,067-100%$284.1K———
Aptus Capital Advisors, LLC
N/A—8,067-8,067-100%$284.1K———
Haverford Trust Co
N/A—7,906-7,906-100%$278.4K———
One Capital Management, LLC
N/A—7,829-7,829-100%$293.2K———
Beck Mack & Oliver LLC
N/A—7,658-7,658-100%$269.7K———
Curi Capital, LLC
N/A—7,575-7,575-100%$266.8K———
Zevin Asset Management LLC
N/A—7,499-7,499-100%$264.1K———
State of Tennessee, Department of Treasury
N/A—7,411-7,411-100%$261.0K———
Jaffetilchin Investment Partners, LLC
N/A—7,404-7,404-100%$260.8K———
Stonebridge Financial Group, LLC
N/A—7,374-7,374-100%$259.0K———
Essex Financial Services, Inc.
N/A—6,995-6,995-100%$246.4K———
Coastal Bridge Advisors, LLC
N/A—6,889-6,889-100%$242.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,800-6,800-100%$239.5K———
Arax Advisory Partners
N/A—6,779-6,779-100%$238.8K———
Northern Trust Corp
N/A—6,601-6,601-100%$232.5K———
IHT Wealth Management, LLC
N/A—6,413-6,413-100%$225.9K———
IEQ Capital, LLC
N/A—6,200-6,200-100%$218.4K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—6,095-6,095-100%$214.7K———
Causey Wealth LLC
N/A—6,035-6,035-100%$212.6K———
Old North State Trust, LLC
N/A—6,035-6,035-100%$213.0K———
Two Sigma Securities, LLC
N/A—5,858-5,858-100%$206.3K———
DRW Securities, LLC
N/A—5,817-5,817-100%$204.9K———
Ancora Advisors LLCA
N/A—5,000-5,000-100%$176.1K———
Rothschild Investment LLC
N/A—5,000-5,000-100%$176.1K———
Anchor Investment Management, LLC
N/A—3,000-3,000-100%$105.7K———
Twin Lakes Capital Management, LLC
N/A—2,754-2,754-100%$97.0K———
Vaughan Nelson Investment Management, L.P.
N/A—2,600-2,600-100%$91.6K———
Steward Partners Investment Advisory, LLC
N/A—2,241-2,241-100%$78.9K———
BFC Planning, Inc.
N/A—2,026-2,026-100%$71.4K———
Ameriflex Group, Inc.
N/A—1,700-1,700-100%$59.9K———
UBS Asset Management Americas LLC
N/A—1,500-1,500-100%$52.8K———
BNP Paribas Financial Markets
N/A—1,461-1,461-100%$51.5K———
LRI Investments, LLC
N/A—1,197-1,197-100%$42.2K———
Truvestments Capital LLC
N/A—1,022-1,022-100%$36.0K———
HM Payson & Co
N/A—1,000-1,000-100%$35.2K———
Osterweis Capital Management Inc
N/A—998-998-100%$35.2K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—774-774-100%$27.3K———
Continuum Advisory, LLC
N/A—694-694-100%$24.4K———
CoreFirst Bank & Trust
N/A—600-600-100%$21.1K———
Tower Research Capital LLC (TRC)
N/A—543-543-100%$19.1K———
Whittier Trust Co
N/A—379-379-100%$14.0K———
Delta Asset Management LLC
N/A—310-310-100%$10.9K———
SHP Wealth Management
N/A—300-300-100%$10.6K———
BOK Financial Private Wealth, Inc.
N/A—300-300-100%$10.6K———
Fourth Dimension Wealth, LLC
N/A—240-240-100%$8.5K———
TD Capital Management LLC
N/A—226-226-100%$8.0K———
Horizon Investments, LLC
N/A—219-219-100%$7.5K———
Atlantic Union Bankshares Corp
N/A—200-200-100%$7.0K———
Glen Eagle Advisors, LLC
N/A—150-150-100%$5.3K———
National Bank of Canada
N/A—110-110-100%$3.9K———
Luminist Capital LLC
N/A—58-58-100%$2.0K———
Swan Capital LLC
N/A—15-15-100%$528———
Frazier Financial Advisors, LLC
N/A—10-10-100%$353———
Orion Capital Management LLC
N/A—2-2-100%$70———
Huntington National Bank
N/A—1-1-100%$35———
Showing 315 of 315 institutions