Amplify Alternat Harvest ETF (MJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

DECREASED

Shares56,156 from 59,988

Change-3,832 (-6%)

Value$1.4M (-$150.9K)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares8,431 from 10,203

Change-1,772 (-17%)

Value$209.3K (-$53.5K)

Filed 2026-11-02

PFS Partners, LLC

UNCHANGED

Shares460 from 460

Change0 (0%)

Value$11.4K (-$428)

Filed 2026-10-21

Allworth Financial LP

UNCHANGED

Shares355 from 355

Change0 (0%)

Value$9.1K ($0)

Filed 2026-11-06

Simplex Trading, LLC

NEW

Shares351

Change+351

Value$8.7K

Filed 2026-11-04

Aspect Partners, LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$7.4K (-$279)

Filed 2026-10-20

Harbour Investments, Inc.

DECREASED

Shares249 from 303

Change-54 (-18%)

Value$6.2K (-$1.6K)

Filed 2026-11-09

North Star Investment Management Corp.

DECREASED

Shares249 from 290

Change-41 (-14%)

Value$6.2K (-$1.3K)

Filed 2026-10-27

Tidemark, LLC

UNCHANGED

Shares241 from 241

Change0 (0%)

Value$6.0K (-$224)

Filed 2026-11-09

Rossby Financial, LCC

INCREASED

Shares228 from 192

Change+36 (+19%)

Value$5.7K (+$715)

Filed 2026-11-05

IFP Advisors, Inc

UNCHANGED

Shares203 from 203

Change0 (0%)

Value$5.0K (-$189)

Filed 2026-10-16

Armstrong Advisory Group, Inc

UNCHANGED

Shares192 from 192

Change0 (0%)

Value$4.8K (-$178)

Filed 2026-10-09

Bank of Montreal

UNCHANGED

Shares178 from 178

Change0 (0%)

Value$4.4K (-$166)

Filed 2026-11-09

Capital Investment Advisory Services, LLC

UNCHANGED

Shares165 from 165

Change0 (0%)

Value$4.1K (-$154)

Filed 2026-10-30

Signaturefd, LLC

DECREASED

Shares141 from 169

Change-28 (-17%)

Value$3.5K (-$852)

Filed 2026-10-23

Nfsg Corp

UNCHANGED

Shares127 from 127

Change0 (0%)

Value$3.2K (-$118)

Filed 2026-10-15

Lanark Financial, Inc.

UNCHANGED

Shares116 from 116

Change0 (0%)

Value$2.9K (-$108)

Filed 2026-10-26

Brown, Lisle Ings, Inc.

UNCHANGED

Shares108 from 108

Change0 (0%)

Value$2.7K (-$100)

Filed 2026-10-16

Blueline Advisors LLC

UNCHANGED

Shares105 from 105

Change0 (0%)

Value$2.6K (-$97)

Filed 2026-10-15

Jacobi Capital Management LLC

NEW

Shares92

Change+92

Value$2.3K

Filed 2026-11-05

Gables Capital Management Inc.

UNCHANGED

Shares83 from 83

Change0 (0%)

Value$2.1K (-$77)

Filed 2026-11-04

Equitec Proprietary Markets, LLC

UNCHANGED

Shares83 from 83

Change0 (0%)

Value$2.1K (-$77)

Filed 2026-11-04

Murphy & Mullick Capital Management Corp

UNCHANGED

Shares83 from 83

Change0 (0%)

Value$2.1K (-$77)

Filed 2026-11-02

Provenance Wealth Advisors, LLC

NEW

Shares69

Change+69

Value$1.7K

Filed 2026-10-30

Mcdonald Partners LLC

UNCHANGED

Shares65 from 65

Change0 (0%)

Value$1.6K (-$61)

Filed 2026-11-03

Key FInancial Inc

UNCHANGED

Shares63 from 63

Change0 (0%)

Value$1.6K (-$58)

Filed 2026-11-02

Miller Global Investments, LLC

UNCHANGED

Shares58 from 58

Change0 (0%)

Value$1.4K (-$54)

Filed 2026-10-02

Farther Finance Advisors, LLC

DECREASED

Shares54 from 61

Change-7 (-11%)

Value$1.3K (-$231)

Filed 2026-10-08

Triumph Capital Management

UNCHANGED

Shares52 from 52

Change0 (0%)

Value$1.3K (-$48)

Filed 2026-10-14

IFG Advisory, LLC

UNCHANGED

Shares49 from 49

Change0 (0%)

Value$1.2K (-$45)

Filed 2026-11-09

City Holding Co

UNCHANGED

Shares47 from 47

Change0 (0%)

Value$1.2K (-$44)

Filed 2026-10-19

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares41 from 41

Change0 (0%)

Value$1.0K (-$38)

Filed 2026-10-27

Founders Financial Alliance, LLC

UNCHANGED

Shares39 from 39

Change0 (0%)

Value$968 (-$37)

Filed 2026-11-10

Atlantic Edge Private Wealth Management, LLC

UNCHANGED

Shares37 from 37

Change0 (0%)

Value$919 (-$34)

Filed 2026-10-20

Blue Bell Private Wealth Management, LLC

DECREASED

Shares36 from 79

Change-43 (-54%)

Value$894 (-$1.1K)

Filed 2026-10-29

Harbor Asset Planning, Inc.

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$886 (-$33)

Filed 2026-10-23

Golden State Wealth Management, LLC

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$878 (-$34)

Filed 2026-11-02

Bulwark Capital Corp

UNCHANGED

Shares35 from 35

Change0 (0%)

Value$869 (-$32)

Filed 2026-10-13

Harbor Investment Advisory, LLC

UNCHANGED

Shares33 from 33

Change0 (0%)

Value$819 (-$31)

Filed 2026-10-13

Measured Wealth Private Client Group, LLC

UNCHANGED

Shares33 from 33

Change0 (0%)

Value$819 (-$31)

Filed 2026-11-10

Clearstead Advisors, LLC

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$745 (-$28)

Filed 2026-11-06

Meramec Financial Planners, LLC

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$705 (+$21)

Filed 2026-11-09

Fifth Third Bancorp

UNCHANGED

Shares27 from 27

Change0 (0%)

Value$670 (-$25)

Filed 2026-11-05

Fairway Wealth LLC

UNCHANGED

Shares26 from 26

Change0 (0%)

Value$645 (-$25)

Filed 2026-10-30

Realta Investment Advisors

UNCHANGED

Shares26 from 26

Change0 (0%)

Value$645 (-$25)

Filed 2026-10-14

AlphaCore Capital LLC

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$621 (-$23)

Filed 2026-11-04

Wealth Enhancement Trust Services, Inc.

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$621 (-$23)

Filed 2026-10-07

Independence Bank of Kentucky

UNCHANGED

Shares24 from 24

Change0 (0%)

Value$596 (-$22)

Filed 2026-10-26

Parallel Advisors, LLC

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$496 (-$19)

Filed 2026-11-03

Blue Trust, Inc.

NEW

Shares16

Change+16

Value$396

Filed 2026-10-15

TD Waterhouse Canada Inc.

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$394 (-$12)

Filed 2026-10-16

IAG Wealth Partners, LLC

DECREASED

Shares12 from 38

Change-26 (-68%)

Value$298 (-$681)

Filed 2026-11-06

Compass Financial Management LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$298 (-$11)

Filed 2026-10-30

Capital Advisors, Ltd. LLC

UNCHANGED

Shares12 from 12

Change0 (0%)

Value$0 ($0)

Filed 2026-10-27

Fortis Group Advisors, LLC

UNCHANGED

Shares11 from 11

Change0 (0%)

Value$273 (-$11)

Filed 2026-11-06

Signature Equity Partners, LLC

NEW

Shares10

Change+10

Value$253

Filed 2026-10-29

New England Capital Financial Advisors LLC

UNCHANGED

Shares10 from 10

Change0 (0%)

Value$249 (-$9)

Filed 2026-11-03

Latitude Advisors, LLC

NEW

Shares9

Change+9

Value$223

Filed 2026-10-27

Nova Financial LLC

NEW

Shares9

Change+9

Value$224

Filed 2026-11-04

Birch Financial Group, LLC

NEW

Shares8

Change+8

Value$196

Filed 2026-10-27

Mosley Wealth Management

NEW

Shares8

Change+8

Value$180

Filed 2026-10-16

Godfrey Financial Associates, Inc.

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$199 (-$7)

Filed 2026-11-10

Westside Investment Management, Inc.

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$199 (-$7)

Filed 2026-11-02

Peoples Financial Services Corp.

UNCHANGED

Shares8 from 8

Change0 (0%)

Value$198 (-$8)

Filed 2026-10-20

Glass Jacobson Investment Advisors llc

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$174 (-$7)

Filed 2026-10-26

Activest Wealth Management

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$149 (-$6)

Filed 2026-10-15

Strive Financial Group,LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$124 (-$5)

Filed 2026-11-09

Balance Wealth Partners LLC

NEW

Shares3

Change+3

Value$74

Filed 2026-10-27

Valley National Advisers Inc

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$50 (-$2)

Filed 2026-10-23

Toth Financial Advisory Corp

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$50 (-$2)

Filed 2026-10-08

McCarley & Cook Financial Planners

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$50 (-$2)

Filed 2026-10-21

Russell Investments Group, Ltd.

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$50 (-$2)

Filed 2026-11-06

Citigroup Inc

NEW

Shares1

Change+1

Value$25

Filed 2026-11-04

Tradewinds Capital Management, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$25 (-$1)

Filed 2026-10-23

Danske Bank A/S

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$25 (-$1)

Filed 2026-11-09

Elevation Wealth Partners, LLC

CLOSED

Shares0 from 39

Change-39 (-100%)

Value$0 (-$1.0K)

Filed 2026-10-07

Sims Investment Management, LLC

CLOSED

Shares0 from 23

Change-23 (-100%)

Value$0 (-$592)

Filed 2026-10-13

Smallwood Wealth Investment Management, LLC

CLOSED

Shares0 from 17

Change-17 (-100%)

Value$0 (-$437)

Filed 2026-10-30

Cassaday & Co Wealth Management LLC

CLOSED

Shares0 from 12

Change-12 (-100%)

Value$0 (-$309)

Filed 2026-10-27

Axiom Investment Management LLC

CLOSED

Shares0 from 8

Change-8 (-100%)

Value$0 (-$206)

Filed 2026-11-03

Old Mission Capital LLC

N/A

Shares— from 133,202

Change-133,202 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 28,763

Change-28,763 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 16,417

Change-16,417 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 15,667

Change-15,667 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 12,051

Change-12,051 (-100%)

Value—

UBS Group AG

N/A

Shares— from 11,443

Change-11,443 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 8,199

Change-8,199 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 6,823

Change-6,823 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 4,659

Change-4,659 (-100%)

Value—

HighMark Wealth Management LLC

N/A

Shares— from 1,345

Change-1,345 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 943

Change-943 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 432

Change-432 (-100%)

Value—

Forum Finance Group S.A.

N/A

Shares— from 417

Change-417 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 362

Change-362 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 315

Change-315 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 283

Change-283 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 245

Change-245 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 236

Change-236 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 196

Change-196 (-100%)

Value—

Allied Private Wealth LLC

N/A

Shares— from 169

Change-169 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 156

Change-156 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 108

Change-108 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 105

Change-105 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Basepoint Wealth LLC

N/A

Shares— from 97

Change-97 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 91

Change-91 (-100%)

Value—

WealthShield Partners, LLC

N/A

Shares— from 87

Change-87 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 85

Change-85 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 78

Change-78 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 64

Change-64 (-100%)

Value—

Ancora Advisors LLCA

N/A

Shares— from 61

Change-61 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 59

Change-59 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 55

Change-55 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 55

Change-55 (-100%)

Value—

VSM Wealth Advisory, LLC

N/A

Shares— from 43

Change-43 (-100%)

Value—

Mpwm Advisory Solutions, LLC

N/A

Shares— from 41

Change-41 (-100%)

Value—

Pinney & Scofield, Inc.

N/A

Shares— from 34

Change-34 (-100%)

Value—

FMR LLC

N/A

Shares— from 28

Change-28 (-100%)

Value—

Millstone Evans Group, LLC

N/A

Shares— from 26

Change-26 (-100%)

Value—

Financial Life Planners

N/A

Shares— from 21

Change-21 (-100%)

Value—

SOA Wealth Advisors, Llc.

N/A

Shares— from 20

Change-20 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 19

Change-19 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 16

Change-16 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 12

Change-12 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 9

Change-9 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 7

Change-7 (-100%)

Value—

Cbiz Investment Advisory Services, LLC

N/A

Shares— from 5

Change-5 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 4

Change-4 (-100%)

Value—

Horizon Bancorp Inc

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	56,156	59,988	-3,832	-6%	$1.5M	$1.4M	-$150.9K	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	8,431	10,203	-1,772	-17%	$262.7K	$209.3K	-$53.5K	2026-11-02
PFS Partners, LLC	UNCHANGED	460	460	0	0%	$11.8K	$11.4K	-$428	2026-10-21
Allworth Financial LP	UNCHANGED	355	355	0	0%	$9.1K	$9.1K	$0	2026-11-06
Simplex Trading, LLC	NEW	351	—	+351	—	—	$8.7K	—	2026-11-04
Aspect Partners, LLC	UNCHANGED	300	300	0	0%	$7.7K	$7.4K	-$279	2026-10-20
Harbour Investments, Inc.	DECREASED	249	303	-54	-18%	$7.8K	$6.2K	-$1.6K	2026-11-09
North Star Investment Management Corp.	DECREASED	249	290	-41	-14%	$7.5K	$6.2K	-$1.3K	2026-10-27
Tidemark, LLC	UNCHANGED	241	241	0	0%	$6.2K	$6.0K	-$224	2026-11-09
Rossby Financial, LCC	INCREASED	228	192	+36	+19%	$4.9K	$5.7K	+$715	2026-11-05
IFP Advisors, Inc	UNCHANGED	203	203	0	0%	$5.2K	$5.0K	-$189	2026-10-16
Armstrong Advisory Group, Inc	UNCHANGED	192	192	0	0%	$4.9K	$4.8K	-$178	2026-10-09
Bank of Montreal	UNCHANGED	178	178	0	0%	$4.6K	$4.4K	-$166	2026-11-09
Capital Investment Advisory Services, LLC	UNCHANGED	165	165	0	0%	$4.2K	$4.1K	-$154	2026-10-30
Signaturefd, LLC	DECREASED	141	169	-28	-17%	$4.4K	$3.5K	-$852	2026-10-23
Nfsg Corp	UNCHANGED	127	127	0	0%	$3.3K	$3.2K	-$118	2026-10-15
Lanark Financial, Inc.	UNCHANGED	116	116	0	0%	$3.0K	$2.9K	-$108	2026-10-26
Brown, Lisle Ings, Inc.	UNCHANGED	108	108	0	0%	$2.8K	$2.7K	-$100	2026-10-16
Blueline Advisors LLC	UNCHANGED	105	105	0	0%	$2.7K	$2.6K	-$97	2026-10-15
Jacobi Capital Management LLC	NEW	92	—	+92	—	—	$2.3K	—	2026-11-05
Gables Capital Management Inc.	UNCHANGED	83	83	0	0%	$2.1K	$2.1K	-$77	2026-11-04
Equitec Proprietary Markets, LLC	UNCHANGED	83	83	0	0%	$2.1K	$2.1K	-$77	2026-11-04
Murphy & Mullick Capital Management Corp	UNCHANGED	83	83	0	0%	$2.1K	$2.1K	-$77	2026-11-02
Provenance Wealth Advisors, LLC	NEW	69	—	+69	—	—	$1.7K	—	2026-10-30
Mcdonald Partners LLC	UNCHANGED	65	65	0	0%	$1.7K	$1.6K	-$61	2026-11-03
Key FInancial Inc	UNCHANGED	63	63	0	0%	$1.6K	$1.6K	-$58	2026-11-02
Miller Global Investments, LLC	UNCHANGED	58	58	0	0%	$1.5K	$1.4K	-$54	2026-10-02
Farther Finance Advisors, LLC	DECREASED	54	61	-7	-11%	$1.6K	$1.3K	-$231	2026-10-08
Triumph Capital Management	UNCHANGED	52	52	0	0%	$1.3K	$1.3K	-$48	2026-10-14
IFG Advisory, LLC	UNCHANGED	49	49	0	0%	$1.3K	$1.2K	-$45	2026-11-09
City Holding Co	UNCHANGED	47	47	0	0%	$1.2K	$1.2K	-$44	2026-10-19
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	41	41	0	0%	$1.1K	$1.0K	-$38	2026-10-27
Founders Financial Alliance, LLC	UNCHANGED	39	39	0	0%	$1.0K	$968	-$37	2026-11-10
Atlantic Edge Private Wealth Management, LLC	UNCHANGED	37	37	0	0%	$953	$919	-$34	2026-10-20
Blue Bell Private Wealth Management, LLC	DECREASED	36	79	-43	-54%	$2.0K	$894	-$1.1K	2026-10-29
Harbor Asset Planning, Inc.	UNCHANGED	36	36	0	0%	$919	$886	-$33	2026-10-23
Golden State Wealth Management, LLC	UNCHANGED	35	35	0	0%	$912	$878	-$34	2026-11-02
Bulwark Capital Corp	UNCHANGED	35	35	0	0%	$901	$869	-$32	2026-10-13
Harbor Investment Advisory, LLC	UNCHANGED	33	33	0	0%	$850	$819	-$31	2026-10-13
Measured Wealth Private Client Group, LLC	UNCHANGED	33	33	0	0%	$850	$819	-$31	2026-11-10
Clearstead Advisors, LLC	UNCHANGED	30	30	0	0%	$773	$745	-$28	2026-11-06
Meramec Financial Planners, LLC	UNCHANGED	30	30	0	0%	$684	$705	+$21	2026-11-09
Fifth Third Bancorp	UNCHANGED	27	27	0	0%	$695	$670	-$25	2026-11-05
Fairway Wealth LLC	UNCHANGED	26	26	0	0%	$670	$645	-$25	2026-10-30
Realta Investment Advisors	UNCHANGED	26	26	0	0%	$670	$645	-$25	2026-10-14
AlphaCore Capital LLC	UNCHANGED	25	25	0	0%	$644	$621	-$23	2026-11-04
Wealth Enhancement Trust Services, Inc.	UNCHANGED	25	25	0	0%	$644	$621	-$23	2026-10-07
Independence Bank of Kentucky	UNCHANGED	24	24	0	0%	$618	$596	-$22	2026-10-26
Parallel Advisors, LLC	UNCHANGED	20	20	0	0%	$515	$496	-$19	2026-11-03
Blue Trust, Inc.	NEW	16	—	+16	—	—	$396	—	2026-10-15
TD Waterhouse Canada Inc.	UNCHANGED	16	16	0	0%	$406	$394	-$12	2026-10-16
IAG Wealth Partners, LLC	DECREASED	12	38	-26	-68%	$979	$298	-$681	2026-11-06
Compass Financial Management LLC	UNCHANGED	12	12	0	0%	$309	$298	-$11	2026-10-30
Capital Advisors, Ltd. LLC	UNCHANGED	12	12	0	0%	$0	$0	$0	2026-10-27
Fortis Group Advisors, LLC	UNCHANGED	11	11	0	0%	$284	$273	-$11	2026-11-06
Signature Equity Partners, LLC	NEW	10	—	+10	—	—	$253	—	2026-10-29
New England Capital Financial Advisors LLC	UNCHANGED	10	10	0	0%	$258	$249	-$9	2026-11-03
Latitude Advisors, LLC	NEW	9	—	+9	—	—	$223	—	2026-10-27
Nova Financial LLC	NEW	9	—	+9	—	—	$224	—	2026-11-04
Birch Financial Group, LLC	NEW	8	—	+8	—	—	$196	—	2026-10-27
Mosley Wealth Management	NEW	8	—	+8	—	—	$180	—	2026-10-16
Godfrey Financial Associates, Inc.	UNCHANGED	8	8	0	0%	$206	$199	-$7	2026-11-10
Westside Investment Management, Inc.	UNCHANGED	8	8	0	0%	$206	$199	-$7	2026-11-02
Peoples Financial Services Corp.	UNCHANGED	8	8	0	0%	$206	$198	-$8	2026-10-20
Glass Jacobson Investment Advisors llc	UNCHANGED	7	7	0	0%	$181	$174	-$7	2026-10-26
Activest Wealth Management	UNCHANGED	6	6	0	0%	$155	$149	-$6	2026-10-15
Strive Financial Group,LLC	UNCHANGED	5	5	0	0%	$129	$124	-$5	2026-11-09
Balance Wealth Partners LLC	NEW	3	—	+3	—	—	$74	—	2026-10-27
Valley National Advisers Inc	UNCHANGED	2	2	0	0%	$52	$50	-$2	2026-10-23
Toth Financial Advisory Corp	UNCHANGED	2	2	0	0%	$52	$50	-$2	2026-10-08
McCarley & Cook Financial Planners	UNCHANGED	2	2	0	0%	$52	$50	-$2	2026-10-21
Russell Investments Group, Ltd.	UNCHANGED	2	2	0	0%	$52	$50	-$2	2026-11-06
Citigroup Inc	NEW	1	—	+1	—	—	$25	—	2026-11-04
Tradewinds Capital Management, LLC	UNCHANGED	1	1	0	0%	$26	$25	-$1	2026-10-23
Danske Bank A/S	UNCHANGED	1	1	0	0%	$26	$25	-$1	2026-11-09
Elevation Wealth Partners, LLC	CLOSED	0	39	-39	-100%	$1.0K	$0	-$1.0K	2026-10-07
Sims Investment Management, LLC	CLOSED	0	23	-23	-100%	$592	$0	-$592	2026-10-13
Smallwood Wealth Investment Management, LLC	CLOSED	0	17	-17	-100%	$437	$0	-$437	2026-10-30
Cassaday & Co Wealth Management LLC	CLOSED	0	12	-12	-100%	$309	$0	-$309	2026-10-27
Axiom Investment Management LLC	CLOSED	0	8	-8	-100%	$206	$0	-$206	2026-11-03
Old Mission Capital LLC	N/A	—	133,202	-133,202	-100%	$3.4M	—	—	—
Citadel Advisors LLC	N/A	—	28,763	-28,763	-100%	$740.6K	—	—	—
Cetera Investment Advisers	N/A	—	16,417	-16,417	-100%	$422.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	15,667	-15,667	-100%	$404.5K	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	12,051	-12,051	-100%	$310.3K	—	—	—
UBS Group AG	N/A	—	11,443	-11,443	-100%	$294.7K	—	—	—
Susquehanna International Group, LLP	N/A	—	8,199	-8,199	-100%	$211.1K	—	—	—
Royal Bank of Canada	N/A	—	6,823	-6,823	-100%	$176.0K	—	—	—
Morgan Stanley	N/A	—	4,659	-4,659	-100%	$120.0K	—	—	—
HighMark Wealth Management LLC	N/A	—	1,345	-1,345	-100%	$34.6K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	943	-943	-100%	$24.3K	—	—	—
Wells Fargo & Company	N/A	—	432	-432	-100%	$11.1K	—	—	—
Forum Finance Group S.A.	N/A	—	417	-417	-100%	$9	—	—	—
Global Retirement Partners, LLC	N/A	—	362	-362	-100%	$9.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	315	-315	-100%	$8.1K	—	—	—
Group One Trading LLC	N/A	—	283	-283	-100%	$7.3K	—	—	—
AE Wealth Management LLC	N/A	—	245	-245	-100%	$6.3K	—	—	—
Kilter Group LLC	N/A	—	236	-236	-100%	$6.1K	—	—	—
SHP Wealth Management	N/A	—	196	-196	-100%	$5.0K	—	—	—
Allied Private Wealth LLC	N/A	—	169	-169	-100%	$4.1K	—	—	—
NewEdge Advisors, LLC	N/A	—	156	-156	-100%	$4.0K	—	—	—
Arax Advisory Partners	N/A	—	108	-108	-100%	$2.8K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	105	-105	-100%	$2.7K	—	—	—
Caitlin John, LLC	N/A	—	100	-100	-100%	$2.6K	—	—	—
Basepoint Wealth LLC	N/A	—	97	-97	-100%	$2.5K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	91	-91	-100%	$2.2K	—	—	—
WealthShield Partners, LLC	N/A	—	87	-87	-100%	$2.2K	—	—	—
BFC Planning, Inc.	N/A	—	85	-85	-100%	$2.2K	—	—	—
Fiduciary Financial Advisors	N/A	—	78	-78	-100%	$2.0K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	64	-64	-100%	$1.6K	—	—	—
Ancora Advisors LLCA	N/A	—	61	-61	-100%	$1.6K	—	—	—
Rothschild Investment LLC	N/A	—	59	-59	-100%	$1.5K	—	—	—
Capital Analysts, LLC	N/A	—	55	-55	-100%	$1	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	55	-55	-100%	$1.4K	—	—	—
VSM Wealth Advisory, LLC	N/A	—	43	-43	-100%	$1.1K	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	41	-41	-100%	$1.1K	—	—	—
Pinney & Scofield, Inc.	N/A	—	34	-34	-100%	$876	—	—	—
FMR LLC	N/A	—	28	-28	-100%	$721	—	—	—
Millstone Evans Group, LLC	N/A	—	26	-26	-100%	$670	—	—	—
Financial Life Planners	N/A	—	21	-21	-100%	$552	—	—	—
SOA Wealth Advisors, Llc.	N/A	—	20	-20	-100%	$515	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	19	-19	-100%	$489	—	—	—
BlackRock, Inc.	N/A	—	16	-16	-100%	$412	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	12	-12	-100%	$315	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	9	-9	-100%	$224	—	—	—
Rialto Wealth Management, LLC	N/A	—	8	-8	-100%	$206	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	7	-7	-100%	$180	—	—	—
Cbiz Investment Advisory Services, LLC	N/A	—	5	-5	-100%	$115	—	—	—
TD Capital Management LLC	N/A	—	4	-4	-100%	$103	—	—	—
Horizon Bancorp Inc	N/A	—	1	-1	-100%	$0	—	—	—

Showing 130 of 130 institutions