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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
CPC Advisors, LLC
INCREASED
Shares1,264,934 from 1,256,789
Change+8,145 (+1%)
Value$52.5M (-$239.8K)
Filed 2026-10-21
Principle Wealth Partners LLC
INCREASED
Shares512,266 from 472,356
Change+39,910 (+8%)
Value$21.3M (+$1.4M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares243,822 from 223,609
Change+20,213 (+9%)
Value$10.1M (+$736.8K)
Filed 2026-11-02
Elmwood Wealth Management, Inc.
INCREASED
Shares211,939 from 205,229
Change+6,710 (+3%)
Value$8.8M (+$184.3K)
Filed 2026-10-14
ARQ Wealth Advisors, LLC
INCREASED
Shares179,856 from 164,798
Change+15,058 (+9%)
Value$7.5M (+$412.9K)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
INCREASED
Shares169,059 from 165,082
Change+3,977 (+2%)
Value$7.0M (+$89.3K)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares160,548 from 135,849
Change+24,699 (+18%)
Value$6.7M (+$963.5K)
Filed 2026-10-30
Visionary Wealth Advisors
INCREASED
Shares98,516 from 91,960
Change+6,556 (+7%)
Value$4.1M (+$230.0K)
Filed 2026-11-04
Foresight Capital Management Advisors, Inc.
DECREASED
Shares90,428 from 90,798
Change-370 (0%)
Value$3.8M (-$57.1K)
Filed 2026-10-27
Wealthcare Advisory Partners LLC
NEW
Shares76,671
Change+76,671
Value$3.2M
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares72,629 from 48,847
Change+23,782 (+49%)
Value$3.0M (+$928.2K)
Filed 2026-10-13
Retirement Planning Group, LLC
INCREASED
Shares70,418 from 65,021
Change+5,397 (+8%)
Value$2.9M (+$194.3K)
Filed 2026-10-19
Sagespring Wealth Partners, LLC
INCREASED
Shares66,869 from 65,126
Change+1,743 (+3%)
Value$2.8M (+$42.5K)
Filed 2026-10-22
Financial Insights, Inc.
INCREASED
Shares56,159 from 54,234
Change+1,925 (+4%)
Value$2.3M (+$55.0K)
Filed 2026-10-27
Cap Partners, LLC
INCREASED
Shares46,711 from 46,446
Change+265 (+1%)
Value$1.9M (-$10.3K)
Filed 2026-10-19
Capital Investment Advisory Services, LLC
DECREASED
Shares41,474 from 45,214
Change-3,740 (-8%)
Value$1.7M (-$176.2K)
Filed 2026-10-30
Northwest Financial Advisors
DECREASED
Shares34,560 from 35,333
Change-773 (-2%)
Value$1.4M (-$48.4K)
Filed 2026-10-27
US Bancorp \de\
INCREASED
Shares30,421 from 25,881
Change+4,540 (+18%)
Value$1.3M (+$176.0K)
Filed 2026-11-05
Apollon Wealth Management, LLC
NEW
Shares30,368
Change+30,368
Value$1.3M
Filed 2026-10-23
International Assets Investment Management, LLC
INCREASED
Shares29,690 from 8,991
Change+20,699 (+230%)
Value$1.2M (+$848.8K)
Filed 2026-11-02
Karras Company, Inc.
INCREASED
Shares29,210 from 28,420
Change+790 (+3%)
Value$1.2M (+$19.7K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares22,990 from 22,637
Change+353 (+2%)
Value$955.0K (+$4.3K)
Filed 2026-10-08
Embree Financial Group
INCREASED
Shares22,598 from 21,570
Change+1,028 (+5%)
Value$938.7K (+$32.8K)
Filed 2026-10-22
Bright Futures Wealth Management, Llc.
DECREASED
Shares22,571 from 24,527
Change-1,956 (-8%)
Value$937.6K (-$92.5K)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares18,285 from 14,684
Change+3,601 (+25%)
Value$759.6K (+$142.8K)
Filed 2026-11-02
Bauman Advisory Group, LLC
NEW
Shares17,920
Change+17,920
Value$744.4K
Filed 2026-10-29
Moneco Advisors, LLC
INCREASED
Shares16,282 from 5,133
Change+11,149 (+217%)
Value$676.4K (+$460.8K)
Filed 2026-11-05
MGO One Seven LLC
NEW
Shares15,470
Change+15,470
Value$642.6K
Filed 2026-10-28
Bank of New York Mellon Corp
NEW
Shares14,036
Change+14,036
Value$583.0K
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
INCREASED
Shares13,915 from 13,739
Change+176 (+1%)
Value$578.0K (+$991)
Filed 2026-10-23
Integrity Alliance, Llc.
INCREASED
Shares12,976 from 11,033
Change+1,943 (+18%)
Value$539.0K (+$75.7K)
Filed 2026-10-29
Sigma Planning Corp
INCREASED
Shares10,720 from 10,135
Change+585 (+6%)
Value$445.3K (+$19.7K)
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares9,663 from 8,417
Change+1,246 (+15%)
Value$401.4K (+$47.9K)
Filed 2026-10-13
Oppenheimer & Co Inc
NEW
Shares9,602
Change+9,602
Value$398.9K
Filed 2026-10-26
Atria Investments, Inc
INCREASED
Shares8,866 from 8,535
Change+331 (+4%)
Value$368.3K (+$9.8K)
Filed 2026-10-15
Redwood Family Wealth LLC
INCREASED
Shares8,770 from 8,747
Change+23 (+0%)
Value$364.3K (-$3.1K)
Filed 2026-10-20
Marion Wealth Management
INCREASED
Shares8,076 from 7,857
Change+219 (+3%)
Value$335.5K (+$5.5K)
Filed 2026-10-22
M Holdings Securities, Inc.
NEW
Shares8,032
Change+8,032
Value$325
Filed 2026-11-03
Flagstar Securities, Inc
INCREASED
Shares7,476 from 7,375
Change+101 (+1%)
Value$310.6K (+$803)
Filed 2026-10-15
Creative Planning
NEW
Shares6,911
Change+6,911
Value$287.1K
Filed 2026-11-02
Patriot Financial Group Insurance Agency, LLC
NEW
Shares6,691
Change+6,691
Value$277.9K
Filed 2026-10-14
LifeGoal Investments, LLC
INCREASED
Shares6,333 from 6,313
Change+20 (+0%)
Value$263.1K (-$2.0K)
Filed 2026-10-09
Brookstone Capital Management
INCREASED
Shares5,946 from 5,096
Change+850 (+17%)
Value$247.0K (+$32.9K)
Filed 2026-10-22
Bison Wealth, LLC
INCREASED
Shares5,390 from 5,237
Change+153 (+3%)
Value$224.1K (+$3.1K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
NEW
Shares5,302
Change+5,302
Value$220.0K
Filed 2026-11-02
Perryman Financial Advisory Inc
INCREASED
Shares5,142 from 4,786
Change+356 (+7%)
Value$213.6K (+$12.6K)
Filed 2026-10-16
Clear Trail Advisors, LLC
INCREASED
Shares4,859 from 4,839
Change+20 (+0%)
Value$201.9K (-$1.4K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares4,850 from 4,850
Change0 (0%)
Value$201.5K (-$2.2K)
Filed 2026-10-08
Pinnacle Bancorp, Inc.
UNCHANGED
Shares3,428 from 3,428
Change0 (0%)
Value$142.4K (-$1.6K)
Filed 2026-10-21
Fifth Third Bancorp
INCREASED
Shares2,451 from 2,439
Change+12 (+0%)
Value$101.8K (-$623)
Filed 2026-11-05
Noble Wealth Management PBC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$87.2K (-$966)
Filed 2026-10-01
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$83.1K (-$920)
Filed 2026-10-07
IFP Advisors, Inc
INCREASED
Shares1,687 from 1,082
Change+605 (+56%)
Value$70.1K (+$24.6K)
Filed 2026-10-16
Decker Retirement Planning Inc.
UNCHANGED
Shares1,170 from 1,170
Change0 (0%)
Value$48.6K (-$538)
Filed 2026-10-19
Kingdom Financial Group Llc.
NEW
Shares1,026
Change+1,026
Value$42.6K
Filed 2026-11-04
Private Trust Co NA
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$34.3K (-$379)
Filed 2026-10-20
Creative Financial Designs Inc
NEW
Shares824
Change+824
Value$34.2K
Filed 2026-11-04
Ascentis Wealth Management, LLC
INCREASED
Shares779 from 402
Change+377 (+94%)
Value$32.4K (+$15.5K)
Filed 2026-11-03
Triumph Capital Management
UNCHANGED
Shares618 from 618
Change0 (0%)
Value$25.7K (-$284)
Filed 2026-10-14
Nfsg Corp
NEW
Shares588
Change+588
Value$24.4K
Filed 2026-10-15
AlphaCore Capital LLC
NEW
Shares550
Change+550
Value$22.8K
Filed 2026-11-04
Lanark Financial, Inc.
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$14.5K (-$161)
Filed 2026-10-26
Nemes Rush Group LLC
NEW
Shares280
Change+280
Value$11.6K
Filed 2026-11-04
Signaturefd, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$3.5K (-$39)
Filed 2026-10-23
Farmers & Merchants Investments Inc
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.0K (-$11)
Filed 2026-10-22
Simplex Trading, LLC
DECREASED
Shares6 from 3,887
Change-3,881 (-100%)
Value$249 (-$163.0K)
Filed 2026-11-04
Milestone Asset Management, LLC
CLOSED
Shares0 from 26,298
Change-26,298 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-15
AdvisorNet Financial, Inc
CLOSED
Shares0 from 3,125
Change-3,125 (-100%)
Value$0 (-$131.3K)
Filed 2026-10-15
Tsfg, LLC
CLOSED
Shares0 from 1,061
Change-1,061 (-100%)
Value$0 (-$45.0K)
Filed 2026-10-23
Salem Investment Counselors Inc
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$8.4K)
Filed 2026-10-13
Assetmark, Inc
CLOSED
Shares0 from 137
Change-137 (-100%)
Value$0 (-$5.8K)
Filed 2026-10-21
Raymond James Financial Inc
N/A
Shares— from 2,283,788
Change-2,283,788 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,083,262
Change-1,083,262 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 997,619
Change-997,619 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 639,968
Change-639,968 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 614,472
Change-614,472 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 456,668
Change-456,668 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 431,833
Change-431,833 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 422,510
Change-422,510 (-100%)
Value—
UBS Group AG
N/A
Shares— from 346,337
Change-346,337 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 235,435
Change-235,435 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 230,381
Change-230,381 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 143,993
Change-143,993 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 139,950
Change-139,950 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 127,500
Change-127,500 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 123,897
Change-123,897 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 103,899
Change-103,899 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 101,520
Change-101,520 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 94,185
Change-94,185 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 52,424
Change-52,424 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 41,073
Change-41,073 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 37,539
Change-37,539 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 34,852
Change-34,852 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 34,521
Change-34,521 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 31,726
Change-31,726 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 31,455
Change-31,455 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 30,289
Change-30,289 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 28,527
Change-28,527 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 25,002
Change-25,002 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 24,310
Change-24,310 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 23,015
Change-23,015 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 22,959
Change-22,959 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 22,709
Change-22,709 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 21,492
Change-21,492 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 20,451
Change-20,451 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 19,256
Change-19,256 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 15,932
Change-15,932 (-100%)
Value—
Reliant Wealth Planning
N/A
Shares— from 15,028
Change-15,028 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 10,800
Change-10,800 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 10,697
Change-10,697 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 10,487
Change-10,487 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 8,933
Change-8,933 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 7,010
Change-7,010 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,757
Change-6,757 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 6,727
Change-6,727 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 6,377
Change-6,377 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,119
Change-6,119 (-100%)
Value—
Capital Wealth Planning, LLC
N/A
Shares— from 5,747
Change-5,747 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,649
Change-5,649 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 5,509
Change-5,509 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 5,051
Change-5,051 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 4,846
Change-4,846 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,825
Change-1,825 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,604
Change-1,604 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 900
Change-900 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 731
Change-731 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 723
Change-723 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 473
Change-473 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 423
Change-423 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 295
Change-295 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 244
Change-244 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 89
Change-89 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Status
CPC Advisors, LLC
INCREASED1,264,9341,256,789+8,145+1%$52.8M$52.5M-$239.8K2026-10-21
Principle Wealth Partners LLC
INCREASED512,266472,356+39,910+8%$19.8M$21.3M+$1.4M2026-11-02
Commonwealth Equity Services, LLC
INCREASED243,822223,609+20,213+9%$9.4M$10.1M+$736.8K2026-11-02
Elmwood Wealth Management, Inc.
INCREASED211,939205,229+6,710+3%$8.6M$8.8M+$184.3K2026-10-14
ARQ Wealth Advisors, LLC
INCREASED179,856164,798+15,058+9%$7.1M$7.5M+$412.9K2026-10-29
EverSource Wealth Advisors, LLC
INCREASED169,059165,082+3,977+2%$6.9M$7.0M+$89.3K2026-11-04
Truist Financial Corp
INCREASED160,548135,849+24,699+18%$5.7M$6.7M+$963.5K2026-10-30
Visionary Wealth Advisors
INCREASED98,51691,960+6,556+7%$3.9M$4.1M+$230.0K2026-11-04
Foresight Capital Management Advisors, Inc.
DECREASED90,42890,798-3700%$3.8M$3.8M-$57.1K2026-10-27
Wealthcare Advisory Partners LLC
NEW76,671—+76,671——$3.2M—2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED72,62948,847+23,782+49%$2.1M$3.0M+$928.2K2026-10-13
Retirement Planning Group, LLC
INCREASED70,41865,021+5,397+8%$2.7M$2.9M+$194.3K2026-10-19
Sagespring Wealth Partners, LLC
INCREASED66,86965,126+1,743+3%$2.7M$2.8M+$42.5K2026-10-22
Financial Insights, Inc.
INCREASED56,15954,234+1,925+4%$2.3M$2.3M+$55.0K2026-10-27
Cap Partners, LLC
INCREASED46,71146,446+265+1%$2.0M$1.9M-$10.3K2026-10-19
Capital Investment Advisory Services, LLC
DECREASED41,47445,214-3,740-8%$1.9M$1.7M-$176.2K2026-10-30
Northwest Financial Advisors
DECREASED34,56035,333-773-2%$1.5M$1.4M-$48.4K2026-10-27
US Bancorp \de\
INCREASED30,42125,881+4,540+18%$1.1M$1.3M+$176.0K2026-11-05
Apollon Wealth Management, LLC
NEW30,368—+30,368——$1.3M—2026-10-23
International Assets Investment Management, LLC
INCREASED29,6908,991+20,699+230%$372.0K$1.2M+$848.8K2026-11-02
Karras Company, Inc.
INCREASED29,21028,420+790+3%$1.2M$1.2M+$19.7K2026-10-16
Farther Finance Advisors, LLC
INCREASED22,99022,637+353+2%$950.8K$955.0K+$4.3K2026-10-08
Embree Financial Group
INCREASED22,59821,570+1,028+5%$905.9K$938.7K+$32.8K2026-10-22
Bright Futures Wealth Management, Llc.
DECREASED22,57124,527-1,956-8%$1.0M$937.6K-$92.5K2026-10-23
Kestra Advisory Services, LLC
INCREASED18,28514,684+3,601+25%$616.7K$759.6K+$142.8K2026-11-02
Bauman Advisory Group, LLC
NEW17,920—+17,920——$744.4K—2026-10-29
Moneco Advisors, LLC
INCREASED16,2825,133+11,149+217%$215.6K$676.4K+$460.8K2026-11-05
MGO One Seven LLC
NEW15,470—+15,470——$642.6K—2026-10-28
Bank of New York Mellon Corp
NEW14,036—+14,036——$583.0K—2026-11-05
Kingswood Wealth Advisors, LLC
INCREASED13,91513,739+176+1%$577.0K$578.0K+$9912026-10-23
Integrity Alliance, Llc.
INCREASED12,97611,033+1,943+18%$463.4K$539.0K+$75.7K2026-10-29
Sigma Planning Corp
INCREASED10,72010,135+585+6%$425.7K$445.3K+$19.7K2026-10-23
Independent Financial Group, LLC
INCREASED9,6638,417+1,246+15%$353.5K$401.4K+$47.9K2026-10-13
Oppenheimer & Co Inc
NEW9,602—+9,602——$398.9K—2026-10-26
Atria Investments, Inc
INCREASED8,8668,535+331+4%$358.5K$368.3K+$9.8K2026-10-15
Redwood Family Wealth LLC
INCREASED8,7708,747+23+0%$367.4K$364.3K-$3.1K2026-10-20
Marion Wealth Management
INCREASED8,0767,857+219+3%$330.0K$335.5K+$5.5K2026-10-22
M Holdings Securities, Inc.
NEW8,032—+8,032——$325—2026-11-03
Flagstar Securities, Inc
INCREASED7,4767,375+101+1%$309.8K$310.6K+$8032026-10-15
Creative Planning
NEW6,911—+6,911——$287.1K—2026-11-02
Patriot Financial Group Insurance Agency, LLC
NEW6,691—+6,691——$277.9K—2026-10-14
LifeGoal Investments, LLC
INCREASED6,3336,313+20+0%$265.1K$263.1K-$2.0K2026-10-09
Brookstone Capital Management
INCREASED5,9465,096+850+17%$214.1K$247.0K+$32.9K2026-10-22
Bison Wealth, LLC
INCREASED5,3905,237+153+3%$220.9K$224.1K+$3.1K2026-10-13
Cambridge Investment Research Advisors, Inc.
NEW5,302—+5,302——$220.0K—2026-11-02
Perryman Financial Advisory Inc
INCREASED5,1424,786+356+7%$201.0K$213.6K+$12.6K2026-10-16
Clear Trail Advisors, LLC
INCREASED4,8594,839+20+0%$203.2K$201.9K-$1.4K2026-10-20
Avidian Wealth Enterprises, LLC
UNCHANGED4,8504,85000%$203.7K$201.5K-$2.2K2026-10-08
Pinnacle Bancorp, Inc.
UNCHANGED3,4283,42800%$144.0K$142.4K-$1.6K2026-10-21
Fifth Third Bancorp
INCREASED2,4512,439+12+0%$102.4K$101.8K-$6232026-11-05
Noble Wealth Management PBC
UNCHANGED2,1002,10000%$88.2K$87.2K-$9662026-10-01
Wealth Enhancement Trust Services, Inc.
UNCHANGED2,0002,00000%$84.0K$83.1K-$9202026-10-07
IFP Advisors, Inc
INCREASED1,6871,082+605+56%$45.4K$70.1K+$24.6K2026-10-16
Decker Retirement Planning Inc.
UNCHANGED1,1701,17000%$49.1K$48.6K-$5382026-10-19
Kingdom Financial Group Llc.
NEW1,026—+1,026——$42.6K—2026-11-04
Private Trust Co NA
UNCHANGED82582500%$34.7K$34.3K-$3792026-10-20
Creative Financial Designs Inc
NEW824—+824——$34.2K—2026-11-04
Ascentis Wealth Management, LLC
INCREASED779402+377+94%$16.9K$32.4K+$15.5K2026-11-03
Triumph Capital Management
UNCHANGED61861800%$26.0K$25.7K-$2842026-10-14
Nfsg Corp
NEW588—+588——$24.4K—2026-10-15
AlphaCore Capital LLC
NEW550—+550——$22.8K—2026-11-04
Lanark Financial, Inc.
UNCHANGED35035000%$14.7K$14.5K-$1612026-10-26
Nemes Rush Group LLC
NEW280—+280——$11.6K—2026-11-04
Signaturefd, LLC
UNCHANGED858500%$3.6K$3.5K-$392026-10-23
Farmers & Merchants Investments Inc
UNCHANGED252500%$1.1K$1.0K-$112026-10-22
Simplex Trading, LLC
DECREASED63,887-3,881-100%$163.3K$249-$163.0K2026-11-04
Milestone Asset Management, LLC
CLOSED026,298-26,298-100%$1.1M$0-$1.1M2026-10-15
AdvisorNet Financial, Inc
CLOSED03,125-3,125-100%$131.3K$0-$131.3K2026-10-15
Tsfg, LLC
CLOSED01,061-1,061-100%$45.0K$0-$45.0K2026-10-23
Salem Investment Counselors Inc
CLOSED0200-200-100%$8.4K$0-$8.4K2026-10-13
Assetmark, Inc
CLOSED0137-137-100%$5.8K$0-$5.8K2026-10-21
Raymond James Financial Inc
N/A—2,283,788-2,283,788-100%$95.9M———
Janney Montgomery Scott LLC
N/A—1,083,262-1,083,262-100%$45.5M———
LPL Financial LLC
N/A—997,619-997,619-100%$41.9M———
Great Valley Advisor Group, Inc.
N/A—639,968-639,968-100%$26.9M———
Osaic Holdings, Inc.
N/A—614,472-614,472-100%$25.8M———
Stifel Financial Corp
N/A—456,668-456,668-100%$19.2M———
Morgan Stanley
N/A—431,833-431,833-100%$18.1M———
Sequoia Financial Advisors, LLC
N/A—422,510-422,510-100%$17.7M———
UBS Group AG
N/A—346,337-346,337-100%$14.5M———
Royal Bank of Canada
N/A—235,435-235,435-100%$9.9M———
Cary Street Partners Financial LLC
N/A—230,381-230,381-100%$9.7M———
Steward Partners Investment Advisory, LLC
N/A—143,993-143,993-100%$6.0M———
Northwestern Mutual Wealth Management Co
N/A—139,950-139,950-100%$5.9M———
Atlas Wealth LLC
N/A—127,500-127,500-100%$5.4M———
Envestnet Asset Management Inc
N/A—123,897-123,897-100%$5.2M———
IAM Advisory, LLC
N/A—103,899-103,899-100%$4.4M———
Proficio Capital Partners LLC
N/A—101,520-101,520-100%$4.3M———
Baird Financial Group, Inc.
N/A—94,185-94,185-100%$4.0M———
Pasadena Private Wealth, LLC
N/A—52,424-52,424-100%$2.2M———
NewEdge Advisors, LLC
N/A—41,073-41,073-100%$1.7M———
URS Advisory LLC
N/A—37,539-37,539-100%$1.6M———
Snowden Capital Advisors LLC
N/A—34,852-34,852-100%$1.5M———
Jones Financial Companies Lllp
N/A—34,521-34,521-100%$1.4M———
Navis Wealth Advisors, LLC
N/A—31,726-31,726-100%$1.3M———
Old Mission Capital LLC
N/A—31,455-31,455-100%$1.3M———
Carr Financial Group Corp
N/A—30,289-30,289-100%$1.3M———
Private Advisor Group, LLC
N/A—28,527-28,527-100%$1.2M———
JPMorgan Chase & Co
N/A—25,002-25,002-100%$1.0M———
Savvy Advisors, Inc.
N/A—24,310-24,310-100%$1.0M———
Johnson Investment Counsel Inc
N/A—23,015-23,015-100%$966.6K———
Institute for Wealth Management, Llc.
N/A—22,959-22,959-100%$964.3K———
Cary Street Partners Investment Advisory LLC
N/A—22,709-22,709-100%$953.8K———
Harbour Investments, Inc.
N/A—21,492-21,492-100%$902.7K———
Hilltop Holdings Inc.
N/A—20,451-20,451-100%$858.9K———
Goldstone Financial Group, LLC
N/A—19,256-19,256-100%$808.8K———
HBK Sorce Advisory LLC
N/A—15,932-15,932-100%$682.5K———
Reliant Wealth Planning
N/A—15,028-15,028-100%$631.2K———
UMB Bank, n.a.
N/A—10,800-10,800-100%$453.6K———
Equitable Holdings, Inc.
N/A—10,697-10,697-100%$449.3K———
Arkadios Wealth Advisors
N/A—10,487-10,487-100%$440.4K———
Strategic Wealth Partners, Ltd.
N/A—8,933-8,933-100%$375.2K———
Mariner, LLC
N/A—8,300-8,300-100%$348.6K———
Tidemark, LLC
N/A—7,010-7,010-100%$294.4K———
PFG Investments, LLC
N/A—6,757-6,757-100%$283.8K———
HighTower Advisors, LLC
N/A—6,727-6,727-100%$282.5K———
HighPoint Advisor Group LLC
N/A—6,377-6,377-100%$267.8K———
Wells Fargo & Company
N/A—6,119-6,119-100%$257.0K———
Capital Wealth Planning, LLC
N/A—5,747-5,747-100%$241.4K———
Mercer Global Advisors Inc
N/A—5,649-5,649-100%$237.3K———
Benjamin Edwards Inc
N/A—5,509-5,509-100%$231.4K———
Mission Hills Financial Advisory, LLC
N/A—5,051-5,051-100%$212.1K———
Trexquant Investment LP
N/A—4,846-4,846-100%$203.5K———
Centaurus Financial, Inc.
N/A—3,800-3,800-100%$160.0K———
Aptus Capital Advisors, LLC
N/A—1,825-1,825-100%$76.7K———
Ancora Advisors LLCA
N/A—1,604-1,604-100%$67.4K———
Global Retirement Partners, LLC
N/A—1,392-1,392-100%$58.5K———
Mpwm Advisory Solutions, LLC
N/A—1,350-1,350-100%$56.7K———
Allworth Financial LP
N/A—900-900-100%$37.8K———
PNC Financial Services Group, Inc.
N/A—800-800-100%$33.6K———
BFC Planning, Inc.
N/A—731-731-100%$30.7K———
Swan Capital LLC
N/A—723-723-100%$30.4K———
Federation des caisses Desjardins du Quebec
N/A—473-473-100%$19.9K———
Capital Analysts, LLC
N/A—423-423-100%$18———
JPL Wealth Management, LLC
N/A—390-390-100%$16.4K———
Rockefeller Capital Management L.P.
N/A—300-300-100%$12.6K———
Anchor Bay Capital, Inc.
N/A—295-295-100%$12.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—250-250-100%$10.5K———
Roble, Belko & Company, Inc
N/A—244-244-100%$10———
Rothschild Investment LLC
N/A—200-200-100%$8.4K———
AE Wealth Management LLC
N/A—100-100-100%$4.2K———
SHP Wealth Management
N/A—89-89-100%$3.8K———
UBS Asset Management Americas LLC
N/A—73-73-100%$3.1K———
Showing 143 of 143 institutions